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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
22Q1 调仓
2021-12-31 → 2022-03-31 · 共 150 项
建仓 10
增持 58
减持 66
清仓 16
方向
标的
Δ市值
现股数(环比)
增持
STIP
ISHARES TR
+$13.0M
131,316
+1777%
减持
LOW
LOWES COS INC
-$9.0M
6,599
-84%
增持
TIP
ISHARES TR
+$8.5M
105,115
+194%
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
BNDX
VANGUARD CHARLOTTE FDS
-$7.1M
4,011
-97%
清仓
SCHR
SCHWAB STRATEGIC TR
-$6.3M
0
-100%
增持
—
EXXON MOBIL CORP
+$4.9M
111,237
+59%
减持
JHS
HANCOCK JOHN INCOME SECS TR
-$3.7M
82,868
-74%
增持
SCHG
SCHWAB STRATEGIC TR
-$3.7M
386,072
+94%
增持
LMT
LOCKHEED MARTIN CORP
+$3.6M
31,596
+9%
减持
ABBV
ABBVIE INC
-$3.2M
31,831
-48%
增持
—
UNILEVER PLC
+$2.9M
91,977
+290%
减持
MMM
3M CO
-$2.8M
3,976
-79%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$2.7M
23,784
-66%
增持
SPHY
SPDR SER TR
+$2.5M
183,179
+136%
清仓
ARKK
ARK ETF TR
-$2.4M
0
-100%
减持
QQQ
INVESCO QQQ TR
-$2.3M
11,548
-30%
增持
KMX
CARMAX INC
+$2.3M
26,486
+1562%
建仓
TLT
ISHARES TR
+$2.3M
17,324
减持
HD
HOME DEPOT INC
-$2.3M
5,901
-39%
减持
SCHM
SCHWAB STRATEGIC TR
-$2.3M
476,522
-0%
增持
ENB
ENBRIDGE INC
+$2.2M
263,303
+4%
减持
—
BLACKROCK INC
-$2.2M
13,767
-1%
减持
ICSH
ISHARES TR
-$2.2M
81,379
-35%
建仓
SCHY
SCHWAB STRATEGIC TR
+$2.2M
85,263
增持
MSFT
MICROSOFT CORP
-$2.2M
77,870
+0%
增持
MGC
VANGUARD WORLD FD
+$2.1M
115,214
+20%
增持
HDV
ISHARES TR
+$2.1M
42,195
+75%
增持
VIG
VANGUARD SPECIALIZED FUNDS
-$2.1M
263,624
+1%
减持
MRK
MERCK & CO INC
-$2.1M
10,907
-72%
建仓
PEY
INVESCO EXCHANGE TRADED FD T
+$2.0M
89,478
减持
EFAV
ISHARES TR
-$1.9M
158,196
-9%
减持
BHK
BLACKROCK CORE BD TR
-$1.9M
431,917
-5%
减持
—
INVESCO EXCH TRD SLF IDX FD
-$1.9M
20,114
-82%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$1.8M
30,616
+2%
减持
SCHZ
SCHWAB STRATEGIC TR
-$1.8M
181,039
-11%
减持
MINT
PIMCO ETF TR
-$1.7M
37,362
-31%
减持
WEA
WESTERN ASSET PREMIER BD FD
-$1.7M
308,667
-19%
减持
IJR
ISHARES TR
-$1.7M
161,398
-3%
增持
SCHA
SCHWAB STRATEGIC TR
-$1.7M
271,350
+91%
清仓
FTCS
FIRST TR EXCHANGE-TRADED FD
-$1.7M
0
-100%
减持
SBUX
STARBUCKS CORP
-$1.6M
55,450
-3%
增持
PFE
PFIZER INC
-$1.6M
241,396
+1%
增持
GD
GENERAL DYNAMICS CORP
+$1.5M
14,026
+53%
清仓
APYX
APYX MEDICAL CORPORATION
-$1.4M
0
-100%
增持
IVV
ISHARES TR
+$1.4M
6,009
+117%
减持
—
INSIGHT SELECT INCOME FD
-$1.4M
18,941
-75%
减持
MHD
BLACKROCK MUNIHOLDINGS FD IN
-$1.3M
183,795
-20%
增持
BDX
BECTON DICKINSON & CO
+$1.2M
36,021
+8%
减持
DFUS
DIMENSIONAL ETF TRUST
-$1.2M
126,666
-12%
减持
BX
BLACKSTONE INC
-$1.2M
52,174
-14%
增持
PM
PHILIP MORRIS INTL INC
+$1.2M
52,078
+33%
增持
MO
ALTRIA GROUP INC
+$1.1M
45,416
+73%
减持
BTZ
BLACKROCK CR ALLOCATION INCO
-$1.1M
60,072
-52%
增持
DUK
DUKE ENERGY CORP NEW
+$1.1M
45,493
+20%
清仓
QCLN
FIRST TR EXCHANGE-TRADED FD
-$1.0M
0
-100%
增持
AMGN
AMGEN INC
+$1.0M
15,382
+29%
增持
COR
AMERISOURCEBERGEN CORP
+$1.0M
43,812
+1%
清仓
PDI
PIMCO DYNAMIC INCOME FD
-$970.0K
0
-100%
增持
MCK
MCKESSON CORP
+$957.0K
13,036
+7%
减持
SCHD
SCHWAB STRATEGIC TR
-$949.0K
217,004
-3%
增持
OMC
OMNICOM GROUP INC
+$939.0K
45,306
+14%
建仓
XLP
SELECT SECTOR SPDR TR
+$915.0K
12,062
增持
KBE
SPDR SER TR
+$903.0K
174,222
+16%
增持
RTX
RAYTHEON TECHNOLOGIES CORP
+$884.0K
59,220
+2%
增持
EIX
EDISON INTL
+$880.0K
20,702
+148%
减持
OVB
LISTED FD TR
-$857.0K
12,475
-72%
增持
PDBC
INVESCO ACTIVLY MANGD ETC FD
+$854.0K
106,075
+47%
减持
XLY
SELECT SECTOR SPDR TR
-$837.0K
3,960
-48%
增持
IGIB
ISHARES TR
-$836.0K
254,285
+2%
减持
SHAG
WISDOMTREE TR
-$834.0K
80,191
-14%
减持
VUG
VANGUARD INDEX FDS
-$822.0K
6,898
-21%
减持
BSV
VANGUARD BD INDEX FDS
-$812.0K
30,827
-22%
减持
MSCI
MSCI INC
-$808.0K
4,498
-10%
减持
MUB
ISHARES TR
-$787.0K
20,243
-22%
增持
PNW
PINNACLE WEST CAP CORP
+$777.0K
13,869
+220%
增持
SPDW
SPDR INDEX SHS FDS
+$770.0K
342,379
+14%
减持
NFLX
NETFLIX INC
-$759.0K
794
-55%
减持
—
NUVEEN ENHANCED MUN VALUE FD
-$756.0K
158,869
-12%
减持
GOOGL
ALPHABET INC
-$754.0K
4,563
-2%
增持
—
TRANE TECHNOLOGIES PLC
+$748.0K
6,798
+374%
减持
CSCO
CISCO SYS INC
-$746.0K
22,032
-29%
增持
PAGP
PLAINS GP HLDGS L P
+$744.0K
117,425
+95%
减持
TRN
TRINITY INDS INC
-$738.0K
60,325
-35%
减持
XLK
SELECT SECTOR SPDR TR
-$709.0K
29,283
-5%
清仓
RVT
ROYCE VALUE TR INC
-$699.0K
0
-100%
减持
VCSH
VANGUARD SCOTTSDALE FDS
-$691.0K
32,799
-18%
减持
IWF
ISHARES TR
-$687.0K
18,277
-3%
增持
VTIP
VANGUARD MALVERN FDS
+$673.0K
54,955
+32%
减持
EPD
ENTERPRISE PRODS PARTNERS L
+$673.0K
198,052
-2%
增持
D
DOMINION ENERGY INC
+$660.0K
35,941
+18%
增持
KO
COCA COLA CO
+$649.0K
162,090
+2%
减持
RBLX
ROBLOX CORP
-$642.0K
5,245
-39%
增持
WFC
WELLS FARGO CO NEW
+$628.0K
215,310
+5%
增持
JNJ
JOHNSON & JOHNSON
+$615.0K
28,464
+10%
减持
IYJ
ISHARES TR
-$610.0K
2,260
-70%
减持
FCTR
FIRST TR EXCHANGE-TRADED FD
-$603.0K
90,866
-10%
减持
CVX
CHEVRON CORP NEW
+$600.0K
14,525
-3%
增持
SCHV
SCHWAB STRATEGIC TR
-$587.0K
421,961
+1%
减持
AXP
AMERICAN EXPRESS CO
+$586.0K
48,674
-7%
增持
VOE
VANGUARD INDEX FDS
+$562.0K
30,714
+14%
增持
MCD
MCDONALDS CORP
-$560.0K
31,134
+1%
增持
VO
VANGUARD INDEX FDS
+$557.0K
51,342
+12%
减持
PTNQ
PACER FDS TR
-$541.0K
13,497
-36%
增持
JPM
JPMORGAN CHASE & CO
-$533.0K
27,314
+2%
减持
VGSH
VANGUARD SCOTTSDALE FDS
-$515.0K
9,662
-46%
增持
META
META PLATFORMS INC
-$506.0K
18,920
+35%
减持
CL
COLGATE PALMOLIVE CO
-$492.0K
51,461
-0%
增持
DGRO
ISHARES TR
+$480.0K
84,328
+16%
增持
FE
FIRSTENERGY CORP
+$466.0K
60,115
+9%
建仓
SPHD
INVESCO EXCH TRADED FD TR II
+$458.0K
9,697
清仓
CLOU
GLOBAL X FDS
-$458.0K
0
-100%
建仓
XLRE
SELECT SECTOR SPDR TR
+$447.0K
9,241
减持
IQV
IQVIA HLDGS INC
-$443.0K
2,832
-27%
清仓
SPIB
SPDR SER TR
-$441.0K
0
-100%
减持
AFB
ALLIANCEBERNSTEIN NATL MUN I
-$435.0K
63,825
-24%
减持
INTC
INTEL CORP
-$431.0K
7,603
-52%
建仓
ED
CONSOLIDATED EDISON INC
+$425.0K
4,492
减持
FMN
FEDERATED HERMES PREM MUNI I
-$416.0K
150,530
-3%
增持
CMCSA
COMCAST CORP NEW
+$414.0K
238,054
+12%
清仓
IGV
ISHARES TR
-$406.0K
0
-100%
减持
FNDA
SCHWAB STRATEGIC TR
-$402.0K
120,324
-2%
减持
VOT
VANGUARD INDEX FDS
-$400.0K
11,123
-2%
减持
IJK
ISHARES TR
-$394.0K
17,276
-15%
减持
EVN
EATON VANCE MUNI INCOME TRUS
-$390.0K
157,543
-3%
减持
MTUM
ISHARES TR
-$390.0K
3,173
-38%
减持
LEO
BNY MELLON STRATEGIC MUNS IN
-$387.0K
65,974
-35%
减持
MMD
MAINSTAY MACKAY DEFINEDTERM
-$383.0K
94,109
-5%
减持
HYD
VANECK ETF TRUST
-$372.0K
22,789
-15%
减持
DMB
BNY MELLON MUN BD INFRASTRUC
-$367.0K
138,717
-4%
清仓
—
ADIENT PLC
-$355.0K
0
-100%
减持
SCHO
SCHWAB STRATEGIC TR
-$352.0K
5,961
-53%
增持
CRM
SALESFORCE COM INC
-$352.0K
8,866
+1%
增持
IJH
ISHARES TR
-$351.0K
25,465
+0%
减持
EMR
EMERSON ELEC CO
-$347.0K
18,935
-20%
建仓
DGRW
WISDOMTREE TR
+$347.0K
5,450
清仓
—
APOLLO GLOBAL MGMT INC
-$342.0K
0
-100%
清仓
FDIS
FIDELITY COVINGTON TRUST
-$341.0K
0
-100%
清仓
DOO
BRP INC
-$338.0K
0
-100%
增持
NVDA
NVIDIA CORPORATION
+$338.0K
5,377
+40%
增持
SNY
SANOFI
+$336.0K
173,956
+1%
增持
PEP
PEPSICO INC
-$335.0K
63,895
+1%
增持
ADI
ANALOG DEVICES INC
-$331.0K
39,512
+1%
增持
IEF
ISHARES TR
+$328.0K
4,919
+182%
减持
DEO
DIAGEO PLC
-$327.0K
4,220
-22%
清仓
HON
HONEYWELL INTL INC
-$326.0K
0
-100%
建仓
PANW
PALO ALTO NETWORKS INC
+$324.0K
520
增持
SPEM
SPDR INDEX SHS FDS
+$309.0K
64,887
+22%
增持
AAPL
APPLE INC
-$304.0K
104,600
+0%
清仓
FPE
FIRST TR EXCH TRADED FD III
-$299.0K
0
-100%
建仓
APO
APOLLO GLOBAL MGMT INC
+$296.0K
4,768
