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ProVise Management Group, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
ProVise Management Group, LLC
报告期 2026-03-31 · CIK 0001305707
持仓数
261
前50大市值合计
$1.06B
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($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
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
22Q3
22Q2
22Q1
21Q4
21Q3
21Q2
21Q4 调仓
2021-09-30 → 2021-12-31 · 共 150 项
建仓 20
增持 73
减持 49
清仓 8
方向
标的
Δ市值
现股数(环比)
增持
MGC
VANGUARD WORLD FD
+$6.2M
96,338
+47%
减持
MRK
MERCK & CO INC
-$4.8M
38,615
-62%
增持
MSFT
MICROSOFT CORP
+$4.5M
77,793
+1%
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。
减持
OVB
LISTED FD TR
-$3.9M
45,229
-77%
减持
VIG
VANGUARD SPECIALIZED FUNDS
+$3.9M
260,997
-2%
增持
PFE
PFIZER INC
+$3.9M
239,192
+0%
增持
SPDW
SPDR INDEX SHS FDS
+$3.9M
300,632
+53%
增持
TIP
ISHARES TR
+$3.8M
35,799
+467%
增持
SCHG
SCHWAB STRATEGIC TR
+$3.6M
198,977
+2%
减持
AAPL
APPLE INC
+$3.4M
104,570
-2%
增持
SCHV
SCHWAB STRATEGIC TR
+$3.2M
419,439
+3%
增持
VO
VANGUARD INDEX FDS
+$3.1M
45,744
+27%
建仓
—
INVESCO EXCH TRD SLF IDX FD
+$3.0M
138,045
增持
WPP
WPP PLC NEW
+$3.0M
94,465
+54%
增持
IGIB
ISHARES TR
+$2.9M
249,522
+26%
增持
CVS
CVS HEALTH CORP
+$2.7M
145,458
+0%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$2.3M
70,790
-38%
增持
FISV
FISERV INC
+$2.1M
49,890
+78%
减持
PTNQ
PACER FDS TR
-$2.0M
21,126
-64%
增持
—
INVESCO EXCH TRD SLF IDX FD
+$1.9M
209,840
+73%
减持
LOW
LOWES COS INC
+$1.8M
40,052
-5%
减持
C
CITIGROUP INC
-$1.8M
154,288
-3%
减持
FIS
FIDELITY NATL INFORMATION SV
-$1.7M
18,298
-40%
建仓
FTCS
FIRST TR EXCHANGE-TRADED FD
+$1.7M
19,686
增持
PEP
PEPSICO INC
+$1.6M
63,499
+1%
建仓
XLY
SELECT SECTOR SPDR TR
+$1.6M
7,679
增持
BDX
BECTON DICKINSON & CO
+$1.4M
33,235
+18%
减持
SCHD
SCHWAB STRATEGIC TR
+$1.4M
223,525
-0%
减持
ABBV
ABBVIE INC
+$1.4M
61,573
-4%
增持
KBE
SPDR SER TR
+$1.3M
150,621
+15%
增持
ICSH
ISHARES TR
+$1.3M
124,465
+26%
增持
—
EXXON MOBIL CORP
+$1.2M
70,072
+34%
减持
SCHM
SCHWAB STRATEGIC TR
+$1.2M
477,730
-2%
减持
ARKK
ARK ETF TR
-$1.2M
25,660
-21%
增持
DGRO
ISHARES TR
+$1.2M
72,402
+27%
增持
GOOGL
ALPHABET INC
+$1.1M
4,641
+0%
建仓
QCLN
FIRST TR EXCHANGE-TRADED FD
+$1.0M
15,354
增持
COR
AMERISOURCEBERGEN CORP
+$1.0M
43,487
+10%
增持
GOOG
ALPHABET INC
+$1.0M
3,020
+4%
增持
VOO
VANGUARD INDEX FDS
+$1.0M
18,126
+4%
增持
GD
GENERAL DYNAMICS CORP
+$1.0M
9,154
+103%
增持
HD
HOME DEPOT INC
+$975.0K
9,739
+4%
增持
DFUS
DIMENSIONAL ETF TRUST
+$964.0K
143,529
+5%
减持
KO
COCA COLA CO
+$958.0K
158,773
-1%
增持
WFC
WELLS FARGO CO NEW
+$910.0K
204,371
+7%
增持
IJR
ISHARES TR
+$908.0K
166,839
+0%
减持
BSV
VANGUARD BD INDEX FDS
-$875.0K
39,746
-20%
减持
—
BLACKROCK INC
+$867.0K
13,921
-2%
增持
CMCSA
COMCAST CORP NEW
-$850.0K
213,227
+3%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$839.0K
30,048
+1%
减持
SCHF
SCHWAB STRATEGIC TR
-$831.0K
104,580
-17%
增持
IWY
ISHARES TR
+$820.0K
17,863
+20%
增持
MCK
MCKESSON CORP
+$813.0K
12,210
+10%
增持
NVS
NOVARTIS AG
+$799.0K
87,847
+4%
增持
LMT
LOCKHEED MARTIN CORP
+$797.0K
29,042
+5%
减持
MCD
MCDONALDS CORP
+$794.0K
30,810
-0%
减持
GIS
GENERAL MLS INC
+$784.0K
110,379
-1%
增持
SNY
SANOFI
+$770.0K
171,574
+6%
增持
VOE
VANGUARD INDEX FDS
+$765.0K
26,840
+15%
增持
QQQ
INVESCO QQQ TR
+$747.0K
16,428
+2%
建仓
STIP
ISHARES TR
+$741.0K
6,995
增持
D
DOMINION ENERGY INC
+$715.0K
30,467
+32%
减持
ELV
ANTHEM INC
+$691.0K
7,861
-1%
减持
BX
BLACKSTONE INC
+$683.0K
60,358
-1%
增持
SCHR
SCHWAB STRATEGIC TR
+$672.0K
113,071
+13%
增持
SCHW
SCHWAB CHARLES CORP
+$671.0K
17,337
+61%
减持
XLK
SELECT SECTOR SPDR TR
+$659.0K
30,847
-2%
减持
SDY
SPDR SER TR
+$644.0K
122,718
-5%
增持
OMC
OMNICOM GROUP INC
+$642.0K
39,670
+27%
增持
SCHH
SCHWAB STRATEGIC TR
+$626.0K
16,186
+226%
增持
DUK
DUKE ENERGY CORP NEW
+$617.0K
38,045
+10%
增持
VUG
VANGUARD INDEX FDS
+$610.0K
8,744
+16%
增持
IYT
ISHARES TR
+$589.0K
3,759
+103%
减持
HYD
VANECK ETF TRUST
-$579.0K
26,918
-26%
增持
AMZN
AMAZON COM INC
+$578.0K
6,285
+1%
建仓
DWAS
INVESCO EXCH TRADED FD TR II
+$567.0K
6,302
增持
TSLA
TESLA INC
+$561.0K
1,283
+25%
建仓
ROK
ROCKWELL AUTOMATION INC
+$558.0K
1,600
清仓
—
INVESCO EXCH TRD SLF IDX FD
-$545.0K
0
-100%
建仓
KBWB
INVESCO EXCH TRADED FD TR II
+$527.0K
7,768
增持
PM
PHILIP MORRIS INTL INC
+$525.0K
39,134
+16%
增持
IJH
ISHARES TR
+$513.0K
25,377
+0%
减持
VCSH
VANGUARD SCOTTSDALE FDS
-$488.0K
40,017
-12%
增持
SPEM
SPDR INDEX SHS FDS
+$475.0K
52,984
+31%
增持
—
INVESCO EXCH TRD SLF IDX FD
+$465.0K
178,610
+15%
减持
DIS
DISNEY WALT CO
-$460.0K
12,769
-11%
增持
PDBC
INVESCO ACTIVLY MANGD ETC FD
-$459.0K
72,323
+3%
建仓
CLOU
GLOBAL X FDS
+$458.0K
17,271
增持
ENB
ENBRIDGE INC
+$455.0K
253,430
+7%
增持
ADI
ANALOG DEVICES INC
+$440.0K
39,015
+2%
减持
MINT
PIMCO ETF TR
-$433.0K
54,017
-7%
增持
SBUX
STARBUCKS CORP
+$428.0K
57,132
+1%
减持
PYPL
PAYPAL HLDGS INC
-$426.0K
1,675
-41%
减持
VYM
VANGUARD WHITEHALL FDS
-$415.0K
11,619
-30%
增持
RTX
RAYTHEON TECHNOLOGIES CORP
+$415.0K
57,901
+9%
减持
VTIP
VANGUARD MALVERN FDS
-$412.0K
41,647
-14%
增持
SPHY
SPDR SER TR
+$410.0K
77,617
+26%
建仓
IGV
ISHARES TR
+$406.0K
1,021
增持
NVDA
NVIDIA CORPORATION
+$399.0K
3,838
+9%
减持
SCHX
SCHWAB STRATEGIC TR
+$387.0K
60,440
-3%
减持
EFAV
ISHARES TR
-$386.0K
173,820
-5%
建仓
MAR
MARRIOTT INTL INC NEW
+$383.0K
2,318
增持
—
MEDTRONIC PLC
-$378.0K
18,873
+2%
减持
FCTR
FIRST TR EXCHANGE-TRADED FD
-$361.0K
100,698
-13%
增持
MO
ALTRIA GROUP INC
+$358.0K
26,297
+35%
增持
FE
FIRSTENERGY CORP
+$358.0K
55,090
+2%
减持
—
INVESCO EXCH TRD SLF IDX FD
-$353.0K
109,961
-12%
增持
—
UNILEVER PLC
+$352.0K
23,603
+39%
增持
UPS
UNITED PARCEL SERVICE INC
+$345.0K
4,830
+27%
清仓
JNK
SPDR SER TR
-$340.0K
0
-100%
增持
BNDX
VANGUARD CHARLOTTE FDS
+$331.0K
132,682
+8%
增持
XMMO
INVESCO EXCHANGE TRADED FD T
+$320.0K
11,406
+34%
增持
XSLV
INVESCO EXCH TRADED FD TR II
+$314.0K
20,447
+28%
建仓
IBM
INTERNATIONAL BUSINESS MACHS
+$314.0K
2,349
增持
CVX
CHEVRON CORP NEW
+$309.0K
15,044
+5%
增持
PAGP
PLAINS GP HLDGS L P
+$309.0K
60,308
+114%
减持
MMM
3M CO
-$309.0K
19,358
-9%
建仓
PNW
PINNACLE WEST CAP CORP
+$306.0K
4,331
减持
HON
HONEYWELL INTL INC
-$303.0K
1,564
-47%
减持
UNH
UNITEDHEALTH GROUP INC
+$293.0K
2,658
-0%
清仓
LYFT
LYFT INC
-$291.0K
0
-100%
减持
T
AT&T INC
-$284.0K
43,002
-13%
增持
PG
PROCTER AND GAMBLE CO
+$284.0K
11,361
+1%
增持
EIX
EDISON INTL
+$282.0K
8,361
+61%
减持
CRM
SALESFORCE COM INC
-$279.0K
8,792
-5%
减持
VZ
VERIZON COMMUNICATIONS INC
-$277.0K
91,772
-2%
建仓
QCOM
QUALCOMM INC
+$275.0K
1,505
建仓
O
REALTY INCOME CORP
+$275.0K
3,837
减持
VOT
VANGUARD INDEX FDS
-$268.0K
11,305
-15%
减持
IWF
ISHARES TR
+$267.0K
18,852
-6%
减持
SCHP
SCHWAB STRATEGIC TR
-$266.0K
7,977
-35%
增持
GPC
GENUINE PARTS CO
+$263.0K
13,148
+1%
清仓
UPBD
RENT A CTR INC NEW
-$262.0K
0
-100%
建仓
IMCG
ISHARES TR
+$250.0K
3,420
减持
FNDA
SCHWAB STRATEGIC TR
+$250.0K
122,915
-2%
增持
RBLX
ROBLOX CORP
+$248.0K
8,577
+2%
清仓
HYS
PIMCO ETF TR
-$247.0K
0
-100%
减持
BA
BOEING CO
-$246.0K
1,710
-36%
减持
VTEB
VANGUARD MUN BD FDS
-$244.0K
13,350
-25%
清仓
CRWD
CROWDSTRIKE HLDGS INC
-$244.0K
0
-100%
建仓
HUM
HUMANA INC
+$234.0K
505
增持
MUB
ISHARES TR
+$232.0K
25,852
+8%
清仓
GE
GENERAL ELECTRIC CO
-$232.0K
0
-100%
建仓
CARR
CARRIER GLOBAL CORPORATION
+$231.0K
4,266
减持
INTC
INTEL CORP
-$231.0K
15,688
-20%
减持
CSCO
CISCO SYS INC
+$228.0K
31,150
-3%
减持
SCHZ
SCHWAB STRATEGIC TR
-$225.0K
202,393
-1%
建仓
VAW
VANGUARD WORLD FDS
+$224.0K
1,139
清仓
ACWV
ISHARES INC
-$222.0K
0
-100%
建仓
ACM
AECOM
+$218.0K
2,815
