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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
24Q1 调仓
2023-12-31 → 2024-03-31 · 共 150 项
建仓 4
增持 48
减持 57
清仓 41
方向
标的
Δ市值
现股数(环比)
增持
DGRO
ISHARES TR
+$18.2M
984,720
+36%
减持
SCHX
SCHWAB STRATEGIC TR
-$8.9M
5,606
-97%
减持
SDY
SPDR SER TR
-$6.5M
108,497
-35%
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。
增持
IWY
ISHARES TR
+$5.1M
94,892
+24%
增持
—
MEDTRONIC PLC
+$4.5M
104,337
+89%
清仓
XLI
SELECT SECTOR SPDR TR
-$4.4M
0
-100%
减持
JPST
J P MORGAN EXCHANGE TRADED F
-$4.4M
114,158
-43%
减持
AAPL
APPLE INC
-$4.2M
93,707
-11%
减持
WPP
WPP PLC NEW
-$4.1M
4,334
-95%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$4.1M
61,700
+1%
减持
SMH
VANECK ETF TRUST
-$3.9M
5,829
-81%
增持
WFC
WELLS FARGO CO NEW
+$3.9M
354,005
+5%
减持
SCHV
SCHWAB STRATEGIC TR
-$3.9M
124,424
-35%
增持
—
EXXON MOBIL CORP
+$3.4M
136,179
+9%
减持
JPM
JPMORGAN CHASE & CO
+$3.1M
119,139
-2%
减持
AMZN
AMAZON COM INC
+$3.0M
139,525
-4%
增持
ORCL
ORACLE CORP
+$2.9M
114,808
+5%
减持
XLK
SELECT SECTOR SPDR TR
-$2.8M
21,026
-44%
增持
GOOG
ALPHABET INC
+$2.7M
161,272
+4%
增持
MGC
VANGUARD WORLD FD
+$2.6M
103,312
+5%
清仓
OUNZ
VANECK MERK GOLD TR
-$2.6M
0
-100%
减持
—
INVESCO EXCH TRD SLF IDX FD
-$2.5M
56,793
-68%
清仓
VNLA
JANUS DETROIT STR TR
-$2.5M
0
-100%
清仓
—
SPIRIT RLTY CAP INC NEW
-$2.5M
0
-100%
减持
XLF
SELECT SECTOR SPDR TR
-$2.5M
9,623
-87%
减持
PAGP
PLAINS GP HLDGS L P
-$2.4M
160,347
-52%
减持
SCHD
SCHWAB STRATEGIC TR
-$2.4M
98,004
-27%
减持
UNH
UNITEDHEALTH GROUP INC
-$2.4M
821
-84%
增持
C
CITIGROUP INC
+$2.3M
171,366
+4%
清仓
QQQM
INVESCO EXCH TRADED FD TR II
-$2.1M
0
-100%
增持
SPDW
SPDR INDEX SHS FDS
+$2.1M
630,244
+5%
增持
FISV
FISERV INC
+$2.1M
58,785
+7%
建仓
AMT
AMERICAN TOWER CORP NEW
+$2.0M
10,268
减持
IJK
ISHARES TR
-$2.0M
8,064
-77%
增持
IGIB
ISHARES TR
+$2.0M
428,023
+11%
减持
IJR
ISHARES TR
-$1.9M
133,401
-13%
减持
MSFT
MICROSOFT CORP
+$1.8M
90,686
-6%
增持
ELV
ELEVANCE HEALTH INC
+$1.8M
20,769
+10%
清仓
JNK
SPDR SER TR
-$1.8M
0
-100%
增持
STIP
ISHARES TR
+$1.8M
162,551
+12%
增持
EBAY
EBAY INC.
+$1.8M
116,697
+16%
清仓
GILD
GILEAD SCIENCES INC
-$1.8M
0
-100%
减持
VOO
VANGUARD INDEX FDS
-$1.7M
7,944
-37%
清仓
IBND
SPDR SER TR
-$1.7M
0
-100%
增持
SCHW
SCHWAB CHARLES CORP
+$1.6M
152,227
+12%
增持
OMC
OMNICOM GROUP INC
+$1.6M
87,082
+10%
清仓
PULS
PGIM ETF TR
-$1.5M
0
-100%
减持
SPHY
SPDR SER TR
-$1.5M
242,683
-21%
减持
SCHZ
SCHWAB STRATEGIC TR
-$1.5M
79,240
-28%
清仓
XLB
SELECT SECTOR SPDR TR
-$1.5M
0
-100%
清仓
SFM
SPROUTS FMRS MKT INC
-$1.4M
0
-100%
减持
LMT
LOCKHEED MARTIN CORP
-$1.4M
19,772
-14%
减持
IVE
ISHARES TR
-$1.4M
1,719
-82%
增持
XMMO
INVESCO EXCHANGE TRADED FD T
+$1.4M
47,131
+4%
清仓
TRV
TRAVELERS COMPANIES INC
-$1.3M
0
-100%
减持
QQQ
INVESCO QQQ TR
-$1.3M
8,414
-32%
增持
V
VISA INC
+$1.3M
52,851
+3%
清仓
XLY
SELECT SECTOR SPDR TR
-$1.3M
0
-100%
增持
KMX
CARMAX INC
+$1.3M
68,152
+14%
建仓
BSCS
INVESCO EXCH TRD SLF IDX FD
+$1.3M
66,026
增持
MCK
MCKESSON CORP
+$1.3M
13,516
+5%
减持
CL
COLGATE PALMOLIVE CO
-$1.3M
29,220
-41%
清仓
REGN
REGENERON PHARMACEUTICALS
-$1.3M
0
-100%
减持
COR
CENCORA INC
-$1.3M
3,925
-64%
增持
GD
GENERAL DYNAMICS CORP
+$1.2M
29,048
+7%
清仓
TLH
ISHARES TR
-$1.2M
0
-100%
增持
CVS
CVS HEALTH CORP
+$1.1M
153,183
+9%
增持
RTX
RTX CORPORATION
+$1.0M
59,269
+5%
减持
SPYM
SPDR SER TR
-$1.0M
4,421
-81%
减持
SBUX
STARBUCKS CORP
-$1.0M
50,899
-14%
减持
IVV
ISHARES TR
-$990.4K
2,269
-50%
增持
BSCR
INVESCO EXCH TRD SLF IDX FD
+$990.3K
146,511
+55%
增持
VOE
VANGUARD INDEX FDS
+$967.6K
76,571
+1%
减持
VLY
VALLEY NATL BANCORP
-$952.2K
328,027
-0%
增持
GSK
GSK PLC
+$927.0K
123,603
+5%
增持
META
META PLATFORMS INC
+$919.8K
6,953
+0%
减持
SCHG
SCHWAB STRATEGIC TR
-$918.0K
236,533
-14%
增持
KBE
SPDR SER TR
+$915.5K
184,841
+9%
减持
INTC
INTEL CORP
-$914.6K
5,271
-77%
清仓
TMUS
T-MOBILE US INC
-$882.8K
0
-100%
增持
LAMR
LAMAR ADVERTISING CO NEW
+$871.6K
30,567
+17%
减持
CSCO
CISCO SYS INC
-$829.3K
12,180
-57%
清仓
EXEL
EXELIXIS INC
-$799.9K
0
-100%
减持
GOOGL
ALPHABET INC
+$795.2K
82,420
-1%
增持
—
UNILEVER PLC
+$794.4K
155,441
+8%
增持
COP
CONOCOPHILLIPS
+$769.4K
45,633
+5%
增持
GPC
GENUINE PARTS CO
+$742.2K
20,619
+16%
减持
IVW
ISHARES TR
-$705.2K
9,799
-52%
减持
AMGN
AMGEN INC
-$704.0K
19,235
-10%
清仓
TYL
TYLER TECHNOLOGIES INC
-$692.8K
0
-100%
增持
CMCSA
COMCAST CORP NEW
+$663.8K
424,056
+5%
减持
AXP
AMERICAN EXPRESS CO
-$652.3K
14,168
-32%
增持
BNY
BANK NEW YORK MELLON CORP
+$649.4K
98,803
+2%
清仓
GGG
GRACO INC
-$648.2K
0
-100%
清仓
FBIN
FORTUNE BRANDS INNOVATIONS I
-$633.8K
0
-100%
减持
DFUS
DIMENSIONAL ETF TRUST
+$628.5K
124,449
-0%
减持
BX
BLACKSTONE INC
-$624.5K
41,499
-11%
增持
XMLV
INVESCO EXCH TRADED FD TR II
+$609.7K
50,199
+20%
减持
APD
AIR PRODS & CHEMS INC
-$608.6K
19,188
-0%
清仓
EMN
EASTMAN CHEM CO
-$602.1K
0
-100%
清仓
NDSN
NORDSON CORP
-$599.9K
0
-100%
清仓
RPM
RPM INTL INC
-$598.7K
0
-100%
减持
VTEB
VANGUARD MUN BD FDS
-$581.2K
4,737
-71%
增持
CVX
CHEVRON CORP NEW
+$572.5K
47,754
+2%
增持
BKNG
BOOKING HOLDINGS INC
+$572.1K
3,047
+3%
减持
PEP
PEPSICO INC
-$569.9K
17,011
-19%
减持
SCHA
SCHWAB STRATEGIC TR
-$566.8K
109,961
-13%
增持
SCHB
SCHWAB STRATEGIC TR
+$563.9K
89,413
+2%
清仓
SCCO
SOUTHERN COPPER CORP
-$563.7K
0
-100%
减持
KO
COCA COLA CO
-$556.0K
99,859
-12%
减持
VO
VANGUARD INDEX FDS
-$552.6K
86,783
-9%
增持
BDX
BECTON DICKINSON & CO
+$547.7K
37,061
+5%
增持
ADI
ANALOG DEVICES INC
+$537.2K
64,587
+5%
清仓
ICSH
ISHARES TR
-$535.1K
0
-100%
增持
SPEM
SPDR INDEX SHS FDS
+$515.1K
117,173
+11%
减持
MDLZ
MONDELEZ INTL INC
-$504.3K
4,355
-61%
清仓
IEF
ISHARES TR
-$493.9K
0
-100%
清仓
EPAM
EPAM SYS INC
-$465.3K
0
-100%
清仓
ZBRA
ZEBRA TECHNOLOGIES CORPORATI
-$464.9K
0
-100%
清仓
—
CERIDIAN HCM HLDG INC
-$458.0K
0
-100%
清仓
DOW
DOW INC
-$439.5K
0
-100%
减持
PG
PROCTER AND GAMBLE CO
+$435.7K
32,014
-1%
清仓
TLT
ISHARES TR
-$434.9K
0
-100%
减持
FIS
FIDELITY NATL INFORMATION SV
-$425.6K
54,998
-27%
清仓
—
SUPER MICRO COMPUTER INC
-$417.9K
0
-100%
减持
VTIP
VANGUARD MALVERN FDS
-$403.5K
424,907
-3%
清仓
SLP
SIMULATIONS PLUS INC
-$401.5K
0
-100%
减持
VZ
VERIZON COMMUNICATIONS INC
+$394.2K
103,879
-1%
建仓
ETR
ENTERGY CORP NEW
+$393.4K
3,723
减持
SCHM
SCHWAB STRATEGIC TR
-$393.1K
235,340
-9%
清仓
CNC
CENTENE CORP DEL
-$383.2K
0
-100%
清仓
FLOT
ISHARES TR
-$370.4K
0
-100%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$366.4K
3,231
-46%
清仓
SJM
SMUCKER J M CO
-$364.7K
0
-100%
清仓
MMM
3M CO
-$364.3K
0
-100%
建仓
AMAT
APPLIED MATLS INC
+$361.1K
1,751
增持
IJH
ISHARES TR
+$358.6K
95,630
+386%
减持
BAC
BANK AMERICA CORP
+$358.4K
91,566
-1%
清仓
EWL
ISHARES INC
-$356.7K
0
-100%
清仓
SLX
VANECK ETF TRUST
-$356.7K
0
-100%
清仓
TRMB
TRIMBLE INC
-$342.5K
0
-100%
减持
MCD
MCDONALDS CORP
-$339.1K
7,702
-9%
减持
MUB
ISHARES TR
-$331.8K
11,861
-20%
增持
PM
PHILIP MORRIS INTL INC
-$331.5K
154,338
+0%
减持
VLO
VALERO ENERGY CORP
+$328.2K
8,864
-3%
增持
TSLA
TESLA INC
-$328.1K
4,602
+1%
清仓
SPGP
INVESCO EXCHANGE TRADED FD T
-$327.5K
0
-100%
减持
VTI
VANGUARD INDEX FDS
+$316.4K
14,168
-0%
增持
VUG
VANGUARD INDEX FDS
+$314.6K
8,929
+1%
增持
SNY
SANOFI
+$313.1K
171,219
+6%
