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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
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 150 项
建仓 10
增持 81
减持 47
清仓 12
方向
标的
Δ市值
现股数(环比)
增持
GOOG
ALPHABET INC
+$12.5M
178,285
+2%
减持
FISV
FISERV INC
-$9.4M
4,874
-92%
增持
DGRO
ISHARES TR
+$7.3M
1,334,864
+2%
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
AMAT
APPLIED MATLS INC
+$5.4M
57,903
+64%
减持
ORCL
ORACLE CORP
+$5.1M
105,573
-6%
减持
GOOGL
ALPHABET INC
+$4.4M
68,703
-2%
增持
—
MEDTRONIC PLC
+$4.1M
183,745
+20%
减持
IWY
ISHARES TR
+$3.5M
130,634
-0%
增持
MGC
VANGUARD WORLD FD
+$2.8M
133,140
+1%
减持
AAPL
APPLE INC
+$2.8M
75,889
-6%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$2.6M
68,171
+5%
增持
MSFT
MICROSOFT CORP
+$2.4M
92,313
+1%
减持
JPM
JPMORGAN CHASE & CO.
+$2.4M
106,982
-1%
增持
SPDW
SPDR INDEX SHS FDS
+$2.4M
783,409
+2%
减持
KMX
CARMAX INC
-$2.3M
97,092
-2%
增持
GD
GENERAL DYNAMICS CORP
+$2.3M
37,953
+4%
减持
C
CITIGROUP INC
+$2.2M
188,335
-5%
增持
OMC
OMNICOM GROUP INC
+$2.2M
132,430
+11%
增持
PM
PHILIP MORRIS INTL INC
-$2.1M
147,536
+3%
增持
COP
CONOCOPHILLIPS
+$2.0M
124,220
+14%
增持
BNY
BANK NEW YORK MELLON CORP
+$1.8M
96,517
+1%
增持
—
EXXON MOBIL CORP
+$1.8M
168,432
+5%
减持
ELV
ELEVANCE HEALTH INC FORMERLY
-$1.7M
23,066
-2%
增持
WFC
WELLS FARGO CO NEW
+$1.7M
354,217
+1%
增持
CMCSA
COMCAST CORP NEW
-$1.6M
511,738
+4%
增持
NVS
NOVARTIS AG
+$1.5M
140,374
+3%
减持
EBAY
EBAY INC.
+$1.5M
138,758
-7%
增持
RTX
RTX CORPORATION
+$1.4M
63,412
+1%
增持
VOE
VANGUARD INDEX FDS
+$1.4M
87,437
+4%
增持
BLK
BLACKROCK INC
+$1.4M
11,586
+0%
增持
IGIB
ISHARES TR
+$1.4M
583,021
+3%
减持
VO
VANGUARD INDEX FDS
+$1.3M
98,404
-0%
增持
KBE
SPDR SERIES TRUST
+$1.2M
209,496
+4%
增持
PEP
PEPSICO INC
+$1.2M
35,947
+24%
增持
SCHW
SCHWAB CHARLES CORP
+$1.2M
186,007
+3%
减持
VIG
VANGUARD SPECIALIZED FUNDS
+$1.2M
136,759
-1%
减持
IJR
ISHARES TR
+$1.1M
131,391
-1%
减持
SCHG
SCHWAB STRATEGIC TR
+$1.0M
506,271
-2%
增持
MCK
MCKESSON CORP
+$1.0M
14,558
+4%
增持
META
META PLATFORMS INC
+$996.5K
21,674
+7%
增持
ADI
ANALOG DEVICES INC
+$988.5K
70,832
+3%
增持
ES
EVERSOURCE ENERGY
+$929.3K
36,534
+39%
增持
ENB
ENBRIDGE INC
+$911.9K
171,688
+0%
增持
STIP
ISHARES TR
+$887.4K
209,736
+4%
增持
XMMO
INVESCO EXCHANGE TRADED FD T
+$864.3K
56,187
+7%
增持
AVUV
AMERICAN CENTY ETF TR
+$856.5K
60,399
+7%
增持
BKNG
BOOKING HOLDINGS INC
-$836.6K
3,125
+2%
减持
MO
ALTRIA GROUP INC
-$814.5K
5,350
-73%
增持
SYY
SYSCO CORP
+$744.1K
18,507
+80%
减持
BDX
BECTON DICKINSON & CO
+$735.9K
64,608
-2%
增持
SPEM
SPDR INDEX SHS FDS
+$722.9K
146,742
+2%
增持
FIS
FIDELITY NATL INFORMATION SV
-$707.8K
48,152
+1%
增持
GSK
GSK PLC
+$682.6K
119,388
+3%
减持
TSLA
TESLA INC
+$680.1K
5,435
-1%
减持
BX
BLACKSTONE INC
+$629.1K
33,164
-2%
增持
GIS
GENERAL MLS INC
+$592.7K
24,144
+100%
增持
BAC
BANK AMERICA CORP
+$579.3K
87,839
+5%
建仓
SSB
SOUTHSTATE BK CORP
+$578.3K
5,849
减持
ETR
ENTERGY CORP NEW
+$563.2K
73,431
-3%
增持
BSCT
INVESCO EXCH TRD SLF IDX FD
+$553.6K
241,429
+13%
增持
V
VISA INC
-$548.5K
47,152
+1%
清仓
—
SOUTHSTATE CORPORATION
-$537.9K
0
-100%
建仓
MINO
PIMCO ETF TR
+$529.1K
11,678
减持
AMT
AMERICAN TOWER CORP NEW
-$516.0K
17,716
-0%
增持
AMZN
AMAZON COM INC
+$501.2K
138,135
+2%
增持
HII
HUNTINGTON INGALLS INDS INC
+$487.3K
7,497
+8%
增持
ABBV
ABBVIE INC
+$486.2K
10,386
+0%
增持
RDVY
FIRST TR EXCHANGE TRADED FD
+$480.4K
25,630
+29%
增持
DUK
DUKE ENERGY CORP NEW
+$467.3K
52,801
+3%
增持
XMLV
INVESCO EXCH TRADED FD TR II
+$450.2K
64,751
+9%
增持
VTIP
VANGUARD MALVERN FDS
+$422.6K
406,839
+1%
减持
SDY
SPDR SERIES TRUST
-$412.6K
25,607
-13%
增持
GPC
GENUINE PARTS CO
+$407.8K
22,007
+1%
减持
JPST
J P MORGAN EXCHANGE TRADED F
-$402.1K
67,511
-11%
增持
NVDA
NVIDIA CORPORATION
+$395.4K
13,018
+1%
建仓
BSCU
INVESCO EXCH TRD SLF IDX FD
+$372.8K
22,060
增持
VUG
VANGUARD INDEX FDS
+$353.9K
7,013
+2%
增持
SPHY
SPDR SERIES TRUST
+$349.5K
300,550
+4%
清仓
AIG
AMERICAN INTL GROUP INC
-$346.2K
0
-100%
增持
KO
COCA COLA CO
-$345.8K
87,624
+1%
清仓
GM
GENERAL MTRS CO
-$335.9K
0
-100%
增持
BSCS
INVESCO EXCH TRD SLF IDX FD
+$331.2K
237,931
+7%
增持
UPS
UNITED PARCEL SERVICE INC
-$327.7K
21,841
+2%
增持
VIOG
VANGUARD ADMIRAL FDS INC
+$327.5K
24,411
+6%
增持
WMT
WALMART INC
+$325.0K
16,722
+17%
增持
EIX
EDISON INTL
+$317.3K
63,453
+3%
减持
JNJ
JOHNSON & JOHNSON
+$314.2K
9,838
-0%
清仓
LBRDK
LIBERTY BROADBAND CORP
-$302.5K
0
-100%
增持
BSCR
INVESCO EXCH TRD SLF IDX FD
+$295.7K
233,001
+7%
清仓
—
SEALED AIR CORP NEW
-$291.2K
0
-100%
清仓
PAYX
PAYCHEX INC
-$276.4K
0
-100%
减持
IWF
ISHARES TR
+$273.4K
7,632
-2%
增持
EFAV
ISHARES TR
+$271.8K
119,350
+2%
建仓
PAVE
GLOBAL X FDS
+$271.1K
5,691
建仓
DWAS
INVESCO EXCH TRADED FD TR II
+$268.3K
2,911
增持
SNY
SANOFI SA
+$255.9K
210,531
+5%
减持
SCHB
SCHWAB STRATEGIC TR
+$248.9K
238,163
-3%
减持
SCHV
SCHWAB STRATEGIC TR
+$248.7K
223,346
-1%
增持
SBUX
STARBUCKS CORP
-$239.6K
47,136
+2%
建仓
LVHI
LEGG MASON ETF INVT
+$239.1K
6,881
减持
HD
HOME DEPOT INC
-$233.8K
2,019
-30%
建仓
CAT
CATERPILLAR INC
+$224.3K
470
增持
—
UNILEVER PLC
+$221.9K
205,028
+5%
清仓
ALKT
ALKAMI TECHNOLOGY INC
-$221.2K
0
-100%
增持
TXN
TEXAS INSTRS INC
-$218.5K
10,780
+2%
建仓
BMY
BRISTOL-MYERS SQUIBB CO
+$218.3K
4,840
清仓
ABNB
AIRBNB INC
-$218.0K
0
-100%
减持
—
AON PLC
-$214.6K
3,269
-16%
清仓
—
INTERPUBLIC GROUP COS INC
-$210.8K
0
-100%
清仓
CCI
CROWN CASTLE INC
-$209.4K
0
-100%
清仓
FTSM
FIRST TR EXCHANGE-TRADED FD
-$208.6K
0
-100%
建仓
DSI
ISHARES TR
+$207.8K
1,650
建仓
TJX
TJX COS INC NEW
+$205.2K
1,420
增持
VZ
VERIZON COMMUNICATIONS INC
+$187.0K
94,213
+3%
减持
LMT
LOCKHEED MARTIN CORP
-$185.3K
1,322
-28%
增持
GLD
SPDR GOLD TR
+$182.1K
2,615
+7%
清仓
WBD
WARNER BROS DISCOVERY INC
-$180.8K
0
-100%
减持
VEU
VANGUARD INTL EQUITY INDEX F
-$179.9K
16,131
-19%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$173.4K
8,796
+7%
减持
KBWB
INVESCO EXCH TRADED FD TR II
+$168.1K
41,556
-3%
增持
APD
AIR PRODS & CHEMS INC
-$159.4K
18,819
+0%
增持
PAGP
PLAINS GP HLDGS L P
-$158.4K
140,452
+0%
减持
QQQ
INVESCO QQQ TR
+$151.4K
3,922
-2%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$150.8K
3,124
+2%
减持
FNDA
SCHWAB STRATEGIC TR
-$148.0K
33,353
-20%
减持
IJH
ISHARES TR
+$143.4K
62,676
-2%
减持
SPY
SPDR S&P 500 ETF TR
+$140.7K
4,380
-3%
减持
MTN
VAIL RESORTS INC
-$135.3K
1,338
-37%
减持
SCHM
SCHWAB STRATEGIC TR
-$133.3K
371,421
-6%
减持
SCHF
SCHWAB STRATEGIC TR
+$124.7K
123,055
-1%
增持
XRMMX
RIVERNORTH MANAGED DUR MUN I
+$123.7K
168,963
+0%
增持
LAMR
LAMAR ADVERTISING CO NEW
+$120.4K
35,130
+2%
减持
XLK
SELECT SECTOR SPDR TR
+$111.6K
6,110
-4%
增持
CRM
SALESFORCE INC
-$107.7K
5,341
+6%
减持
AXP
AMERICAN EXPRESS CO
-$106.9K
8,609
-7%
减持
CBRE
CBRE GROUP INC
-$102.7K
1,383
-40%
减持
PFE
PFIZER INC
+$100.8K
130,369
-2%
增持
LOW
LOWES COS INC
+$97.1K
3,293
+0%
增持
EVN
EATON VANCE MUNI INCOME TRUS
+$96.1K
97,948
+1%
增持
DBEZ
DBX ETF TR
+$93.6K
9,057
+19%
减持
MPC
MARATHON PETE CORP
-$93.0K
1,099
-40%
增持
HDV
ISHARES TR
+$91.9K
14,332
+1%
增持
PZA
INVESCO EXCH TRADED FD TR II
+$89.7K
43,524
+6%
减持
ABT
ABBOTT LABS
-$89.0K
2,684
-19%
增持
CRWD
CROWDSTRIKE HLDGS INC
+$88.6K
703
+40%
减持
SCHA
SCHWAB STRATEGIC TR
+$83.1K
96,231
-6%
减持
CVS
CVS HEALTH CORP
+$80.8K
12,691
-0%
增持
AVGO
BROADCOM INC
+$80.0K
1,388
+1%
减持
MA
MASTERCARD INCORPORATED
-$79.5K
5,604
-4%
增持
VXUS
VANGUARD STAR FDS
+$78.8K
15,382
+1%
