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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
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 150 项
建仓 5
增持 64
减持 68
清仓 13
方向
标的
Δ市值
现股数(环比)
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$5.6M
65,819
+1%
增持
GOOG
ALPHABET INC
-$5.0M
167,442
+2%
减持
LMT
LOCKHEED MARTIN CORP
-$4.9M
2,907
-77%
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
PM
PHILIP MORRIS INTL INC
+$4.8M
146,969
-4%
增持
DGRO
ISHARES TR
+$4.5M
1,302,320
+5%
增持
IGIB
ISHARES TR
+$4.0M
572,251
+13%
减持
AMZN
AMAZON COM INC
-$4.0M
134,027
-0%
增持
BDX
BECTON DICKINSON & CO
+$3.5M
61,269
+32%
减持
ORCL
ORACLE CORP
-$3.4M
116,450
-1%
增持
MSFT
MICROSOFT CORP
-$3.3M
90,110
+2%
减持
AAPL
APPLE INC
-$2.9M
78,710
-3%
增持
SPDW
SPDR INDEX SHS FDS
+$2.7M
767,617
+4%
减持
GOOGL
ALPHABET INC
-$2.7M
71,530
-1%
增持
—
MEDTRONIC PLC
+$2.6M
140,497
+12%
减持
SCHG
SCHWAB STRATEGIC TR
-$2.5M
535,516
-6%
增持
ELV
ELEVANCE HEALTH INC
+$2.5M
20,247
+18%
增持
NVS
NOVARTIS AG
+$2.2M
132,823
+3%
增持
STIP
ISHARES TR
+$2.2M
203,370
+9%
增持
—
EXXON MOBIL CORP
+$2.2M
148,873
+3%
增持
BSCT
INVESCO EXCH TRD SLF IDX FD
+$2.1M
195,466
+140%
建仓
AMAT
APPLIED MATLS INC
+$2.1M
14,660
减持
—
INVESCO EXCH TRD SLF IDX FD
-$2.1M
12,397
-89%
增持
IWY
ISHARES TR
-$2.1M
131,277
+4%
减持
JPST
J P MORGAN EXCHANGE TRADED F
-$2.0M
89,714
-30%
减持
SCHM
SCHWAB STRATEGIC TR
-$1.9M
429,905
-10%
增持
COP
CONOCOPHILLIPS
+$1.8M
92,150
+16%
增持
SNY
SANOFI
+$1.7M
193,213
+3%
增持
EFAV
ISHARES TR
+$1.6M
124,813
+9%
增持
SCHW
SCHWAB CHARLES CORP
+$1.6M
177,520
+7%
增持
MCK
MCKESSON CORP
+$1.5M
13,735
+1%
减持
BX
BLACKSTONE INC
-$1.4M
35,289
-5%
增持
IJR
ISHARES TR
-$1.4M
134,409
+0%
增持
—
UNILEVER PLC
+$1.3M
186,073
+8%
增持
EBAY
EBAY INC.
+$1.2M
150,560
+4%
减持
SDY
SPDR SER TR
-$1.2M
33,440
-23%
增持
EIX
EDISON INTL
-$1.2M
62,941
+2%
增持
RTX
RTX CORPORATION
+$1.2M
61,932
+2%
减持
BLK
BLACKROCK INC
-$991.1K
11,581
-1%
增持
BKNG
BOOKING HOLDINGS INC
-$977.0K
3,060
+1%
减持
V
VISA INC
+$969.7K
48,430
-4%
增持
GD
GENERAL DYNAMICS CORP
+$963.5K
33,371
+8%
减持
KO
COCA COLA CO
+$808.9K
86,763
-0%
减持
AMGN
AMGEN INC
+$790.9K
16,108
-1%
增持
SPHY
SPDR SER TR
+$743.8K
292,725
+12%
减持
VIG
VANGUARD SPECIALIZED FUNDS
-$707.3K
141,546
-2%
减持
DUK
DUKE ENERGY CORP NEW
+$704.6K
52,537
-1%
减持
ETR
ENTERGY CORP NEW
+$699.7K
75,114
-0%
增持
AMT
AMERICAN TOWER CORP NEW
+$693.6K
16,794
+4%
增持
TSLA
TESLA INC
-$689.8K
5,242
+3%
减持
SCHA
SCHWAB STRATEGIC TR
-$689.5K
119,948
-11%
增持
OMC
OMNICOM GROUP INC
+$684.5K
113,599
+12%
减持
CL
COLGATE PALMOLIVE CO
-$661.3K
13,558
-36%
增持
GSK
GSK PLC
+$655.9K
114,751
+2%
减持
SCHB
SCHWAB STRATEGIC TR
-$630.6K
248,529
-6%
增持
MGC
VANGUARD WORLD FD
-$620.0K
132,235
+3%
增持
META
META PLATFORMS INC
+$617.1K
19,327
+8%
增持
VOE
VANGUARD INDEX FDS
+$616.2K
84,527
+6%
增持
VZ
VERIZON COMMUNICATIONS INC
+$553.3K
91,231
+2%
增持
PEP
PEPSICO INC
+$525.7K
25,338
+18%
增持
VO
VANGUARD INDEX FDS
+$524.6K
98,951
+4%
减持
BNY
BANK NEW YORK MELLON CORP
+$523.6K
93,914
-2%
增持
CMCSA
COMCAST CORP NEW
+$485.1K
471,670
+5%
增持
BSCS
INVESCO EXCH TRD SLF IDX FD
+$446.2K
208,836
+11%
减持
IJH
ISHARES TR
-$431.1K
67,597
-4%
增持
KMX
CARMAX INC
+$425.7K
93,765
+11%
减持
FNDA
SCHWAB STRATEGIC TR
-$423.2K
50,074
-17%
减持
PAGP
PLAINS GP HLDGS L P
+$391.3K
139,041
-1%
减持
IWF
ISHARES TR
-$379.5K
7,889
-2%
增持
ADI
ANALOG DEVICES INC
-$376.7K
66,271
+2%
减持
CRM
SALESFORCE INC
-$369.2K
5,059
-2%
增持
C
CITIGROUP INC
+$368.1K
193,261
+2%
增持
SPEM
SPDR INDEX SHS FDS
+$364.9K
143,198
+4%
减持
QQQ
INVESCO QQQ TR
-$354.6K
4,026
-8%
减持
FISV
FISERV INC
+$350.5K
55,754
-4%
建仓
SYY
SYSCO CORP
+$331.3K
4,415
减持
VLO
VALERO ENERGY CORP
-$327.1K
2,574
-53%
减持
VCSH
VANGUARD SCOTTSDALE FDS
-$324.7K
10,576
-29%
减持
SBUX
STARBUCKS CORP
+$321.8K
47,147
-0%
清仓
VTI
VANGUARD INDEX FDS
-$314.5K
0
-100%
减持
AXP
AMERICAN EXPRESS CO
-$311.6K
10,167
-1%
清仓
IWM
ISHARES TR
-$308.6K
0
-100%
增持
MO
ALTRIA GROUP INC
+$301.3K
37,897
+0%
减持
XLK
SELECT SECTOR SPDR TR
-$301.1K
6,822
-7%
建仓
MTN
VAIL RESORTS INC
+$292.0K
1,825
增持
UPS
UNITED PARCEL SERVICE INC
-$287.2K
23,261
+3%
增持
GPC
GENUINE PARTS CO
+$285.5K
21,543
+10%
清仓
XMUIX
BLACKROCK MUNICIPAL INCOME
-$275.4K
0
-100%
减持
BSV
VANGUARD BD INDEX FDS
-$274.0K
10,080
-27%
减持
VTIP
VANGUARD MALVERN FDS
+$269.6K
398,465
-2%
清仓
ALKT
ALKAMI TECHNOLOGY INC
-$269.2K
0
-100%
清仓
AVGO
BROADCOM INC
-$268.9K
0
-100%
增持
FIS
FIDELITY NATL INFORMATION SV
-$265.4K
47,361
+1%
清仓
DEO
DIAGEO PLC
-$264.0K
0
-100%
增持
HII
HUNTINGTON INGALLS INDS INC
+$260.3K
5,934
+18%
减持
ENB
ENBRIDGE INC
+$253.3K
175,562
-1%
清仓
—
SEALED AIR CORP NEW
-$251.5K
0
-100%
减持
WFC
WELLS FARGO CO NEW
+$247.0K
348,003
-1%
清仓
GIS
GENERAL MLS INC
-$239.5K
0
-100%
清仓
O
REALTY INCOME CORP
-$239.4K
0
-100%
建仓
IEFA
ISHARES TR
+$235.7K
3,115
减持
KBWB
INVESCO EXCH TRADED FD TR II
-$228.1K
45,042
-4%
增持
VUG
VANGUARD INDEX FDS
-$217.9K
6,938
+2%
清仓
IWR
ISHARES TR
-$217.2K
0
-100%
清仓
BA
BOEING CO
-$210.8K
0
-100%
建仓
CCI
CROWN CASTLE INC
+$210.0K
2,015
减持
ORLY
OREILLY AUTOMOTIVE INC
-$208.4K
645
-32%
增持
LAMR
LAMAR ADVERTISING CO NEW
-$208.0K
33,736
+1%
增持
XMMO
INVESCO EXCHANGE TRADED FD T
-$206.0K
52,821
+5%
清仓
CAT
CATERPILLAR INC
-$205.0K
0
-100%
减持
KKR
KKR & CO INC
-$203.7K
5,089
-5%
清仓
TFC
TRUIST FINL CORP
-$203.1K
0
-100%
增持
RDVY
FIRST TR EXCHANGE TRADED FD
+$180.6K
17,928
+22%
增持
BAC
BANK AMERICA CORP
-$177.5K
83,458
+0%
减持
T
AT&T INC
+$173.6K
31,809
-0%
减持
EPD
ENTERPRISE PRODS PARTNERS L
-$169.1K
118,913
-12%
增持
BSCR
INVESCO EXCH TRD SLF IDX FD
+$163.2K
206,366
+4%
减持
WMT
WALMART INC
-$161.3K
15,340
-8%
减持
COF
CAPITAL ONE FINL CORP
-$156.1K
2,063
-30%
减持
MOAT
VANECK ETF TRUST
-$155.8K
7,776
-14%
增持
CVX
CHEVRON CORP NEW
+$144.6K
4,738
+6%
增持
APD
AIR PRODS & CHEMS INC
+$143.1K
18,329
+1%
增持
AIG
AMERICAN INTL GROUP INC
+$142.7K
4,045
+41%
增持
XMLV
INVESCO EXCH TRADED FD TR II
+$140.1K
59,857
+2%
增持
NVDA
NVIDIA CORPORATION
-$135.6K
11,220
+11%
增持
WEC
WEC ENERGY GROUP INC
+$131.7K
4,533
+18%
减持
APO
APOLLO GLOBAL MGMT INC
-$129.0K
3,753
-4%
减持
MA
MASTERCARD INCORPORATED
+$128.7K
6,011
-0%
减持
JNJ
JOHNSON & JOHNSON
+$126.9K
10,313
-6%
减持
EMR
EMERSON ELEC CO
-$125.9K
3,370
-16%
减持
VOT
VANGUARD INDEX FDS
-$125.3K
7,905
-3%
减持
MSCI
MSCI INC
-$125.2K
2,149
-4%
减持
MGK
VANGUARD WORLD FD
-$117.7K
1,280
-14%
增持
SPY
SPDR S&P 500 ETF TR
-$116.8K
4,441
+0%
减持
SCHV
SCHWAB STRATEGIC TR
-$111.3K
229,641
-4%
增持
AVUV
AMERICAN CENTY ETF TR
-$111.1K
56,643
+8%
减持
PAYC
PAYCOM SOFTWARE INC
-$106.3K
1,385
-31%
减持
VB
VANGUARD INDEX FDS
-$104.0K
1,997
-12%
增持
GLD
SPDR GOLD TR
+$103.9K
2,232
+0%
减持
SCHF
SCHWAB STRATEGIC TR
+$102.4K
131,652
-3%
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
-$100.7K
1,492
-15%
减持
MUB
ISHARES TR
-$97.2K
13,350
-5%
减持
ICE
INTERCONTINENTAL EXCHANGE IN
-$96.1K
1,505
-37%
减持
HD
HOME DEPOT INC
-$92.5K
2,848
-2%
减持
MRK
MERCK & CO INC
-$90.5K
7,896
-2%
减持
RSP
INVESCO EXCHANGE TRADED FD T
-$89.4K
8,156
-5%
减持
JPM
JPMORGAN CHASE & CO.
+$78.9K
109,040
-2%
减持
SMH
VANECK ETF TRUST
-$78.8K
1,382
-10%
减持
CVS
CVS HEALTH CORP
+$77.2K
12,850
-27%
减持
VBK
VANGUARD INDEX FDS
-$76.0K
2,408
-1%
增持
BHK
BLACKROCK CORE BD TR
+$75.2K
121,149
+2%
