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SRS Capital Advisors, Inc. 13F 持仓明细(2026-03-31) · 小隐寺数据中心
SRS Capital Advisors, Inc.
报告期 2026-03-31 · CIK 0001586767
持仓数
3,766
前50大市值合计
$1.76B
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($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
23Q1 调仓
2022-12-31 → 2023-03-31 · 共 150 项
建仓 15
增持 79
减持 48
清仓 8
方向
标的
Δ市值
现股数(环比)
减持
IWD
ISHARES TR
-$23.9M
6,390
-96%
减持
IJJ
ISHARES TR
-$22.6M
16,071
-93%
建仓
JPST
J P MORGAN EXCHANGE TRADED F
+$22.2M
441,664
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
SHV
ISHARES TR
+$21.5M
398,001
+94%
减持
IJT
ISHARES TR
-$21.2M
2,339
-99%
建仓
GSY
INVESCO ACTIVELY MANAGED ETF
+$20.6M
416,008
增持
BIL
SPDR SER TR
+$20.3M
226,594
+3703%
减持
IJS
ISHARES TR
-$20.1M
15,990
-93%
减持
QQQM
INVESCO EXCH TRADED FD TR II
+$3.6M
187,030
-3%
增持
QQQ
INVESCO QQQ TR
+$3.6M
59,156
+2%
增持
AAPL
APPLE INC
+$3.0M
65,234
+9%
增持
VUG
VANGUARD INDEX FDS
+$2.9M
69,053
+3%
减持
VBR
VANGUARD INDEX FDS
-$2.6M
36,902
-31%
增持
DFIC
DIMENSIONAL ETF TRUST
+$2.1M
645,763
+8%
增持
VOE
VANGUARD INDEX FDS
+$2.1M
34,530
+86%
增持
SCHP
SCHWAB STRATEGIC TR
+$1.7M
498,231
+3%
减持
HDV
ISHARES TR
-$1.6M
10,591
-58%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$1.5M
377,998
+2%
增持
DFCF
DIMENSIONAL ETF TRUST
+$1.3M
506,510
+4%
增持
VO
VANGUARD INDEX FDS
+$1.2M
100,358
+3%
增持
DFEM
DIMENSIONAL ETF TRUST
+$1.0M
485,142
+5%
减持
FPE
FIRST TR EXCH TRADED FD III
-$982.0K
1,095,741
-0%
增持
VB
VANGUARD INDEX FDS
+$959.4K
92,697
+2%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$919.1K
442,788
+2%
增持
DFAS
DIMENSIONAL ETF TRUST
+$911.2K
247,889
+4%
增持
FIW
FIRST TR EXCHANGE TRADED FD
+$781.1K
117,918
+3%
增持
LMBS
FIRST TR EXCHANGE-TRADED FD
+$705.5K
475,999
+2%
增持
FPX
FIRST TR EXCHANGE TRADED FD
+$702.9K
86,865
+4%
减持
—
NORTHERN LTS FD TR IV
+$602.0K
250,232
-3%
减持
VTI
VANGUARD INDEX FDS
+$589.3K
51,684
-1%
增持
IGSB
ISHARES TR
+$586.4K
629,944
+0%
增持
TSLA
TESLA INC
+$582.3K
6,471
+5%
增持
USMV
ISHARES TR
+$581.9K
202,411
+3%
增持
MSFT
MICROSOFT CORP
+$552.7K
9,750
+4%
建仓
DFGR
DIMENSIONAL ETF TRUST
+$542.5K
22,097
增持
RDVY
FIRST TR EXCHANGE-TRADED FD
+$511.6K
228,031
+3%
减持
TIP
ISHARES TR
-$509.7K
32,464
-15%
增持
AMZN
AMAZON COM INC
+$495.5K
24,587
+1%
增持
TFI
SPDR SER TR
+$428.8K
207,033
+2%
减持
IJK
ISHARES TR
+$409.6K
314,395
-3%
减持
QLD
PROSHARES TR
+$391.2K
27,536
-1%
减持
JNJ
JOHNSON & JOHNSON
-$387.0K
17,274
-0%
增持
NVDA
NVIDIA CORPORATION
+$342.7K
2,281
+15%
增持
META
META PLATFORMS INC
+$326.1K
3,255
+8%
增持
BNDX
VANGUARD CHARLOTTE FDS
+$306.6K
39,595
+15%
增持
AGG
ISHARES TR
+$287.5K
47,498
+4%
减持
ICSH
ISHARES TR
-$287.3K
17,605
-25%
增持
SCHB
SCHWAB STRATEGIC TR
+$268.9K
38,807
+10%
减持
SCHD
SCHWAB STRATEGIC TR
-$268.5K
63,762
-2%
增持
DISV
DIMENSIONAL ETF TRUST
+$267.0K
58,869
+15%
建仓
EP
EMPIRE PETE CORP
+$252.4K
20,341
增持
EPD
ENTERPRISE PRODS PARTNERS L
+$251.8K
12,542
+314%
增持
FULT
FULTON FINL CORP PA
-$250.8K
86,542
+1%
增持
DVY
ISHARES TR
+$244.2K
139,652
+4%
减持
VBK
VANGUARD INDEX FDS
+$206.2K
13,395
-0%
减持
PGX
INVESCO EXCH TRADED FD TR II
-$205.2K
80,358
-20%
减持
IAU
ISHARES GOLD TR
+$204.9K
90,753
-1%
增持
V
VISA INC
+$202.3K
5,750
+9%
增持
BIV
VANGUARD BD INDEX FDS
+$201.2K
42,385
+3%
减持
IVE
ISHARES TR
-$188.6K
11,220
-14%
减持
ROST
ROSS STORES INC
-$187.0K
1,152
-57%
减持
VTIP
VANGUARD MALVERN FDS
-$182.0K
19,820
-18%
减持
IWN
ISHARES TR
-$181.1K
1,282
-50%
减持
DON
WISDOMTREE TR
-$178.1K
32,047
-12%
增持
GOOGL
ALPHABET INC
+$170.4K
10,640
+1%
减持
PFE
PFIZER INC
-$163.2K
14,811
-1%
增持
AMD
ADVANCED MICRO DEVICES INC
+$159.5K
2,803
+58%
清仓
—
STORE CAP CORP
-$157.7K
0
-100%
增持
NGL
NGL ENERGY PARTNERS LP
+$155.6K
90,874
+2%
增持
ITOT
ISHARES TR
+$146.6K
24,938
+0%
增持
FXL
FIRST TR EXCHANGE TRADED FD
+$144.1K
10,546
+0%
减持
MMM
3M CO
-$130.8K
670
-60%
减持
SLM
SLM CORP
-$129.1K
225
-97%
增持
CHTR
CHARTER COMMUNICATIONS INC N
+$125.6K
521
+191%
减持
XLK
SELECT SECTOR SPDR TR
+$114.2K
5,298
-4%
增持
MCD
MCDONALDS CORP
+$114.1K
5,851
+1%
清仓
—
IAA INC
-$111.6K
0
-100%
建仓
MUSA
MURPHY USA INC
+$109.5K
424
减持
ISRG
INTUITIVE SURGICAL INC
-$101.8K
1,334
-20%
增持
FISV
FISERV INC
+$95.6K
7,518
+1%
增持
NUE
NUCOR CORP
+$94.9K
4,115
+0%
建仓
GEHC
GE HEALTHCARE TECHNOLOGIES I
+$94.7K
1,155
增持
BX
BLACKSTONE INC
+$93.4K
6,676
+0%
增持
PFF
ISHARES TR
+$92.2K
24,799
+11%
增持
VYM
VANGUARD WHITEHALL FDS
-$91.9K
58,948
+1%
减持
ANSS
ANSYS INC
+$91.9K
1,161
-5%
减持
GOOG
ALPHABET INC
-$90.8K
7,066
-24%
增持
VOO
VANGUARD INDEX FDS
+$89.2K
1,445
+12%
增持
DAVA
ENDAVA PLC
+$88.6K
1,326
+22000%
增持
WDAY
WORKDAY INC
+$87.0K
444
+1486%
减持
HEI/A
HEICO CORP NEW
-$86.6K
2,151
-32%
建仓
—
RITCHIE BROS AUCTIONEERS
+$84.7K
1,504
增持
SLYV
SPDR SER TR
+$81.8K
37,692
+0%
增持
SPGI
S&P GLOBAL INC
+$81.4K
4,861
+2%
减持
FRCB
FIRST REP BK SAN FRANCISCO C
-$79.8K
161
-76%
增持
SITE
SITEONE LANDSCAPE SUPPLY INC
+$79.1K
1,614
+33%
清仓
—
MONDAY COM LTD
-$78.4K
0
-100%
建仓
—
LINDE PLC
+$77.3K
218
减持
XMLV
INVESCO EXCH TRADED FD TR II
-$77.1K
3,353
-29%
增持
IBM
INTERNATIONAL BUSINESS MACHS
-$76.9K
8,259
+0%
增持
MCO
MOODYS CORP
+$76.4K
1,155
+16%
建仓
—
NEW RELIC INC
+$74.6K
991
增持
ZTS
ZOETIS INC
+$73.0K
2,138
+11%
建仓
DT
DYNATRACE INC
+$72.6K
1,717
增持
OXY
OCCIDENTAL PETE CORP
+$71.3K
3,740
+45%
减持
LULU
LULULEMON ATHLETICA INC
-$70.9K
6
-97%
增持
PH
PARKER-HANNIFIN CORP
+$70.3K
1,212
+5%
清仓
GDXU
BANK MONTREAL MEDIUM
-$68.5K
0
-100%
建仓
TOST
TOAST INC
+$67.6K
3,807
减持
BSV
VANGUARD BD INDEX FDS
-$67.0K
110,940
-2%
增持
TXN
TEXAS INSTRS INC
+$66.2K
2,452
+4%
减持
SPY
SPDR S&P 500 ETF TR
+$66.2K
2,550
-0%
增持
MU
MICRON TECHNOLOGY INC
+$65.8K
6,228
+0%
建仓
—
ARCH CAP GROUP LTD
+$65.7K
968
增持
—
THOMSON REUTERS CORP.
+$65.7K
522
+2647%
减持
—
EATON CORP PLC
-$65.6K
1,272
-30%
增持
QCOM
QUALCOMM INC
+$64.5K
3,311
+2%
增持
IVV
ISHARES TR
+$63.5K
2,290
+0%
增持
VNQ
VANGUARD INDEX FDS
+$62.5K
19,766
+3%
减持
GWRE
GUIDEWIRE SOFTWARE INC
+$61.8K
3,313
-1%
减持
MBB
ISHARES TR
-$61.7K
14,670
-6%
增持
CDW
CDW CORP
+$61.6K
2,604
+4%
清仓
SNOW
SNOWFLAKE INC
-$61.3K
0
-100%
减持
TGT
TARGET CORP
-$60.0K
282
-61%
增持
PNC
PNC FINL SVCS GROUP INC
-$59.8K
1,943
+0%
增持
LW
LAMB WESTON HLDGS INC
+$59.5K
2,645
+9%
增持
CTVA
CORTEVA INC
+$56.7K
2,229
+68%
增持
ECL
ECOLAB INC
+$56.4K
1,863
+8%
增持
NGG
NATIONAL GRID PLC
+$55.4K
2,014
+49%
增持
CARR
CARRIER GLOBAL CORPORATION
+$54.7K
8,191
+6%
增持
CHDN
CHURCHILL DOWNS INC
+$53.9K
995
+4%
建仓
—
WNS HLDGS LTD
+$53.0K
569
清仓
—
LINDE PLC
-$52.9K
0
-100%
减持
TDG
TRANSDIGM GROUP INC
+$52.2K
685
-5%
增持
BAPR
INNOVATOR ETFS TR
+$52.1K
12,523
+6%
增持
ARVR
FIRST TR EXCHANGE TRADED FD
+$51.7K
1,900
+1005%
清仓
CRI
CARTERS INC
-$51.3K
0
-100%
增持
WST
WEST PHARMACEUTICAL SVSC INC
+$51.0K
433
+3%
减持
UAL
UNITED AIRLS HLDGS INC
-$50.9K
100
-93%
增持
CIBR
FIRST TR EXCHANGE TRADED FD
+$50.8K
1,495
+344%
减持
JPM
JPMORGAN CHASE & CO
-$50.3K
7,018
-2%
建仓
—
BLACKSKY TECHNOLOGY INC
+$50.2K
33,453
增持
GE
GENERAL ELECTRIC CO
+$50.1K
3,574
+3%
减持
IXC
ISHARES TR
-$49.9K
8,900
-10%
增持
LEGR
FIRST TR EXCHANGE-TRADED FD
+$49.4K
1,708
+306%
建仓
RPTX
REPARE THERAPEUTICS INC
+$49.2K
5,000
减持
NFLX
NETFLIX INC
+$49.2K
1,018
-1%
清仓
TIPX
SPDR SER TR
-$48.1K
0
-100%
减持
KKR
KKR & CO INC
-$47.9K
1,879
-41%
减持
DHR
DANAHER CORPORATION
-$47.6K
1,949
-4%