小隐寺数据中心
概览
新闻
情绪
Reddit 热门
散户社区提及与热度榜
机构
机构目录
全部机构
机构持仓
机构真实持仓
事件
新股 IPO
定价、上市与申报追踪
内部人买卖
高管与董事交易
重大事件
并购/高管/退市等重大报告
举牌
主动或被动披露
财务
季报
10-Q 季度财报申报流
年报
10-K 年度财报申报流
公司
公司目录
上市公司高管与档案
势力阵营
即将上线
校友与资本关系图谱
人物
明星投资人
知名基金经理与持仓动向
政客交易
国会议员持仓披露
API
小隐寺主站
ASHTON THOMAS SECURITIES, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
ASHTON THOMAS SECURITIES, LLC
报告期 2026-03-31 · CIK 0000771572
持仓数
444
前50大市值合计
$469.5M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 150 项
建仓 88
增持 37
减持 16
清仓 9
方向
标的
Δ市值
现股数(环比)
建仓
IVV
ISHARES TR
+$19.4M
29,665
建仓
IEMG
ISHARES INC
+$17.5M
251,369
建仓
IEFA
ISHARES TR
+$13.1M
144,696
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
建仓
IUSB
ISHARES TR
+$12.1M
263,033
建仓
AGG
ISHARES TR
+$9.1M
91,773
建仓
V
VISA INC
+$9.0M
29,767
建仓
PTLC
PACER FDS TR
+$7.6M
144,071
建仓
IVW
ISHARES TR
+$6.4M
56,905
建仓
IWF
ISHARES TR
+$6.2M
14,444
建仓
EFV
ISHARES TR
+$6.0M
80,841
建仓
QUAL
ISHARES TR
+$6.0M
31,053
建仓
IVE
ISHARES TR
+$5.8M
27,590
建仓
DGRO
ISHARES TR
+$5.8M
82,543
建仓
BIL
SPDR SERIES TRUST
+$5.6M
60,815
建仓
OEF
ISHARES TR
+$5.4M
17,015
增持
AAPL
APPLE INC
+$5.0M
59,048
+61%
建仓
IWD
ISHARES TR
+$5.0M
23,252
增持
VOO
VANGUARD INDEX FDS
+$4.9M
85,588
+16%
建仓
TLH
ISHARES TR
+$4.3M
42,248
建仓
IJH
ISHARES TR
+$4.1M
61,144
建仓
NVS
NOVARTIS AG
+$3.5M
22,962
增持
XLK
SELECT SECTOR SPDR TR
+$3.4M
46,948
+139%
建仓
USFR
WISDOMTREE TR
+$3.3M
65,973
减持
GOVI
INVESCO EXCH TRADED FD TR II
-$3.2M
53,237
-69%
减持
ORCL
ORACLE CORP
-$3.2M
14,900
-46%
建仓
LLY
ELI LILLY & CO
+$3.1M
3,359
建仓
EMB
ISHARES TR
+$3.1M
32,721
增持
OXY
OCCIDENTAL PETE CORP
+$3.1M
89,928
+33%
建仓
FLRT
PACER FDS TR
+$3.0M
64,424
建仓
HDV
ISHARES TR
+$2.8M
20,270
建仓
—
CHUBB LTD SWITZ
+$2.7M
8,310
建仓
PTNQ
PACER FDS TR
+$2.7M
36,758
建仓
IWM
ISHARES TR
+$2.7M
10,785
建仓
ILCV
ISHARES TR
+$2.6M
28,232
建仓
DMAX
ISHARES TR
+$2.6M
98,855
建仓
MAXJ
ISHARES TR
+$2.6M
92,109
建仓
ILCG
ISHARES TR
+$2.6M
26,866
建仓
SOXX
ISHARES TR
+$2.4M
7,422
建仓
ADBE
ADOBE INC
+$2.4M
9,673
建仓
IAGG
ISHARES TR
+$2.3M
46,622
增持
GOOGL
ALPHABET INC
+$2.3M
37,403
+39%
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$2.2M
71,426
+158%
减持
BKNG
BOOKING HOLDINGS INC
-$2.1M
408
-43%
建仓
USRT
ISHARES TR
+$2.1M
35,423
增持
JPM
JPMORGAN CHASE & CO
+$2.0M
13,645
+118%
建仓
—
EATON CORP PLC
+$2.0M
5,530
建仓
MTUM
ISHARES TR
+$1.9M
8,126
建仓
—
AON PLC
+$1.9M
6,030
建仓
FALN
ISHARES TR
+$1.9M
72,599
建仓
IUSG
ISHARES TR
+$1.9M
12,326
建仓
NAN
NUVEEN NY DIVI ADV
+$1.9M
166,556
增持
WMT
WALMART INC
+$1.8M
22,392
+142%
增持
HD
HOME DEPOT INC
+$1.7M
7,172
+266%
建仓
DGRW
WISDOMTREE TR
+$1.7M
19,138
建仓
SHOP
SHOPIFY INC
+$1.5M
13,029
增持
VTEB
VANGUARD MUN BD FDS
+$1.5M
194,204
+19%
建仓
ITOT
ISHARES TR
+$1.5M
10,475
清仓
SNN
SMITH & NEPHEW P L C SPONSORED ADR NEW
-$1.5M
0
-100%
增持
PZA
INVESCO EXCH TRADED FD TR II
+$1.5M
171,946
+61%
增持
AMZN
AMAZON COM INC
+$1.4M
49,259
+28%
减持
BN
BROOKFIELD CORP
-$1.3M
63,159
-25%
建仓
QQEW
FIRST TR EXCHANGE-TRADED FD
+$1.3M
10,375
建仓
TEND
ISHARES TR
+$1.3M
52,150
建仓
ITA
ISHARES TR
+$1.3M
5,742
增持
COST
COSTCO WHOLESALE CORPORATION
+$1.3M
3,064
+47%
增持
JNJ
JOHNSON & JOHNSON
+$1.2M
11,649
+44%
增持
KO
COCA COLA CO
+$1.2M
26,978
+112%
建仓
MPC
MARATHON PETE CORP
+$1.2M
4,718
建仓
MSI
MOTOROLA SOLUTIONS INC
+$1.1M
2,639
建仓
IYW
ISHARES TR
+$1.1M
6,069
建仓
XSSPX
NUVEEN S&P 500 DYNAMIC OVERW
+$1.1M
68,250
增持
CAT
CATERPILLAR INC
+$1.1M
2,060
+217%
减持
GTO
INVESCO ACTIVELY MANAGED EXC
-$1.0M
132,475
-13%
清仓
BSX
BOSTON SCIENTIFIC CORP COM
-$995.5K
0
-100%
建仓
TLT
ISHARES TR
+$933.4K
10,767
减持
DIS
DISNEY WALT CO
-$931.4K
29,255
-11%
建仓
SGOV
ISHARES TR
+$909.9K
9,039
减持
CNC
CENTENE CORP DEL
-$886.2K
41,545
-24%
建仓
USMV
ISHARES TR
+$883.4K
9,526
建仓
IGM
ISHARES TR
+$867.0K
7,316
建仓
DVN
DEVON ENERGY CORP NEW
+$835.2K
16,599
增持
AVGO
BROADCOM INC
+$824.3K
19,004
+30%
清仓
SNPS
SYNOPSYS INC COM
-$808.9K
0
-100%
建仓
DTD
WISDOMTREE TR
+$804.0K
9,310
增持
ZTR
VIRTUS TOTAL RETURN FD INC
+$786.4K
226,800
+100%
增持
DBMF
LITMAN GREGORY FDS TR
+$780.4K
277,807
+3%
建仓
MUB
ISHARES TR
+$749.4K
7,060
清仓
MLM
MARTIN MARIETTA MATLS INC COM
-$740.3K
0
-100%
增持
XLG
INVESCO EXCHANGE TRADED FD T
-$729.9K
356,650
+5%
清仓
—
ACCENTURE PLC IRELAND SHS CL A ISIN#IE00B4BNMY34
-$712.9K
0
-100%
建仓
AMLP
ALPS ETF TR
+$712.5K
13,535
建仓
HLT
HILTON WORLDWIDE HLDGS INC
+$710.9K
2,338
增持
VZ
VERIZON COMMUNICATIONS INC
+$706.1K
35,741
+34%
建仓
WM
WASTE MGMT INC DEL
+$695.6K
3,027
减持
IMFL
INVESCO EXCH TRD SLF IDX FD
+$695.6K
386,300
-0%
清仓
BDJ
BLACKROCK ENHANCED EQUITY DIVID TR COM
-$694.2K
0
-100%
建仓
CMI
CUMMINS INC
+$684.4K
1,272
增持
CGIE
CAPITAL GROUP INTERNATIONAL
+$675.4K
34,950
+140%
建仓
IWR
ISHARES TR
+$675.0K
6,942
增持
CME
CME GROUP INC
+$671.0K
13,312
+12%
减持
PANW
PALO ALTO NETWORKS INC
-$644.8K
10,903
-16%
增持
QQQM
INVESCO EXCH TRADED FD TR II
+$638.7K
3,176
+592%
增持
ABBV
ABBVIE INC
+$633.1K
5,468
+125%
增持
NVDA
NVIDIA CORPORATION
-$626.6K
117,659
+4%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$615.3K
5,780
-3%
建仓
—
ASML HLDG NV
+$602.4K
456
建仓
NYF
ISHARES TR
+$600.3K
11,300
建仓
QQQ
INVESCO QQQ TR
+$599.1K
1,038
减持
MKL
MARKEL GROUP INC
-$587.2K
1,571
-6%
增持
OMFL
INVESCO EXCH TRD SLF IDX FD
+$584.6K
390,020
+4%
增持
CVX
CHEVRON CORPORATION
+$572.5K
6,971
+22%
清仓
DELL
DELL TECHNOLOGIES INC CL C
-$571.0K
0
-100%
减持
—
EXXON MOBIL CORP
+$540.9K
16,560
-12%
增持
TSLA
TESLA INC
-$534.0K
14,146
+10%
建仓
BP
BP PLC
+$532.2K
11,324
建仓
EFAV
ISHARES TR
+$532.2K
5,825
增持
ADI
ANALOG DEVICES INC
+$530.8K
3,371
+68%
建仓
IXC
ISHARES TR
+$529.0K
9,182
增持
NEE
NEXTERA ENERGY INC
+$524.8K
14,653
+41%
建仓
IJR
ISHARES TR
+$505.3K
4,065
建仓
PFF
ISHARES TR
+$485.1K
16,000
建仓
—
MEDTRONIC PLC
+$474.5K
5,474
建仓
IEUR
ISHARES TR
+$474.5K
6,752
建仓
APD
AIR PRODUCTS AND CHEMICALS I
+$473.5K
1,630
建仓
DVY
ISHARES TR
+$470.3K
3,106
建仓
DRI
DARDEN RESTAURANTS INC
+$448.5K
2,288
建仓
O
REALTY INCOME CORP
+$443.6K
7,250
建仓
GLOF
ISHARES TR
+$443.0K
8,500
减持
NFLX
NETFLIX INC.
-$432.0K
35,585
-13%
建仓
MDB
MONGODB INC
+$431.0K
1,761
增持
SPY
STATE STR SPDR S&P 500 ETF T
+$429.8K
2,004
+57%
增持
A
AGILENT TECHNOLOGIES INC
+$424.8K
19,956
+47%
减持
PM
PHILIP MORRIS INTL INC
-$424.0K
8,298
-26%
增持
GEV
GE VERNOVA INC
+$418.4K
1,424
+13%
建仓
IEF
ISHARES TR
+$415.5K
4,354
建仓
—
TRANE TECHNOLOGIES PLC
+$415.2K
996
建仓
SPYG
SPDR SERIES TRUST
+$410.4K
4,192
建仓
—
LINDE PLC
+$401.6K
810
清仓
DCI
DONALDSON INC COM
-$400.3K
0
-100%
清仓
ASGI
ABRDN GLOBAL INFRASTRUCTURE INCOME FD COM SHS
-$400.2K
0
-100%
建仓
GE
GE AEROSPACE
+$399.3K
1,406
增持
PEP
PEPSICO INC
+$396.5K
9,981
+24%
增持
FMHI
FIRST TR EXCH TRADED FD III
+$393.9K
146,300
+7%
建仓
IBB
ISHARES TR
+$387.8K
2,297
减持
PGR
PROGRESSIVE CORP
-$386.8K
4,738
-19%
建仓
IMCB
ISHARES TR
+$377.1K
4,520
建仓
—
JOHNSON CONTROLS INTERNATION
+$376.0K
2,871
减持
ISRG
INTUITIVE SURGICAL INC
-$371.9K
3,197
-2%
建仓
ETR
ENTERGY CORP NEW
+$367.0K
3,266
增持
UNP
UNION PAC CORP
+$367.0K
16,671
+5%
