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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
23Q4 调仓
2023-09-30 → 2023-12-31 · 共 150 项
建仓 3
增持 106
减持 39
清仓 2
方向
标的
Δ市值
现股数(环比)
增持
LQD
ISHARES TR
+$23.8M
215,647
+108813%
减持
QQQM
INVESCO EXCH TRADED FD TR II
-$23.1M
11,043
-93%
增持
SCHG
SCHWAB STRATEGIC TR
+$22.6M
283,966
+2046%
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
LMBS
FIRST TR EXCHANGE-TRADED FD
-$22.4M
36,951
-93%
增持
IWP
ISHARES TR
+$20.7M
198,177
+78542%
减持
IJK
ISHARES TR
-$20.0M
8,776
-97%
减持
VEU
VANGUARD INTL EQUITY INDEX F
-$9.8M
827
-100%
增持
QQQ
INVESCO QQQ TR
+$7.8M
75,922
+17%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$7.2M
509,461
+30%
增持
VTV
VANGUARD INDEX FDS
+$6.4M
227,688
+14%
增持
IGSB
ISHARES TR
+$4.2M
720,086
+10%
减持
VUG
VANGUARD INDEX FDS
+$3.8M
102,225
-1%
增持
FPE
FIRST TR EXCH TRADED FD III
+$3.7M
1,380,543
+13%
增持
VO
VANGUARD INDEX FDS
+$3.2M
112,595
+2%
增持
VB
VANGUARD INDEX FDS
+$3.2M
104,236
+4%
减持
IWN
ISHARES TR
+$2.5M
140,583
-1%
增持
DFGR
DIMENSIONAL ETF TRUST
+$2.5M
575,939
+4%
减持
IWO
ISHARES TR
+$2.3M
84,126
-0%
增持
DFIC
DIMENSIONAL ETF TRUST
+$2.3M
743,145
+4%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$2.3M
501,447
+7%
减持
IVE
ISHARES TR
+$2.2M
127,196
-2%
增持
DFAS
DIMENSIONAL ETF TRUST
+$2.2M
273,583
+2%
清仓
VNQI
VANGUARD INTL EQUITY INDEX F
-$2.2M
0
-100%
增持
FIW
FIRST TR EXCHANGE TRADED FD
+$2.1M
129,056
+6%
增持
DFLV
DIMENSIONAL ETF TRUST
+$2.1M
620,710
+5%
减持
IJJ
ISHARES TR
+$2.1M
184,614
-2%
增持
DFCF
DIMENSIONAL ETF TRUST
+$2.0M
604,435
+3%
增持
VTI
VANGUARD INDEX FDS
+$1.8M
62,976
+2%
增持
RDVY
FIRST TR EXCHANGE-TRADED FD
+$1.7M
247,327
+3%
增持
DFEM
DIMENSIONAL ETF TRUST
+$1.2M
539,725
+3%
建仓
VOE
VANGUARD INDEX FDS
+$1.2M
8,461
减持
EMLP
FIRST TR EXCHANGE-TRADED FD
-$1.2M
9,013
-84%
减持
AAPL
APPLE INC
+$1.2M
62,684
-2%
增持
FPX
FIRST TR EXCHANGE TRADED FD
+$1.2M
92,989
+1%
增持
VYM
VANGUARD WHITEHALL FDS
+$1.1M
77,422
+6%
增持
TFX
TELEFLEX INCORPORATED
+$1.0M
19,436
+0%
建仓
VLTO
VERALTO CORP
+$1.0M
12,226
减持
SCHP
SCHWAB STRATEGIC TR
+$932.0K
552,615
-0%
增持
TFI
SPDR SER TR
+$901.5K
232,777
+1%
增持
AMZN
AMAZON COM INC
+$873.6K
32,975
+1%
减持
—
NORTHERN LTS FD TR IV
+$843.0K
224,829
-6%
增持
MSFT
MICROSOFT CORP
+$814.7K
12,834
+1%
减持
VNQ
VANGUARD INDEX FDS
-$771.0K
39,656
-30%
增持
VBR
VANGUARD INDEX FDS
+$728.2K
23,636
+7%
增持
SLYV
SPDR SER TR
+$677.1K
43,151
+7%
增持
SPGI
S&P GLOBAL INC
+$612.1K
7,288
+3%
增持
SCHB
SCHWAB STRATEGIC TR
+$603.7K
63,268
+8%
增持
ITOT
ISHARES TR
+$524.8K
33,584
+5%
增持
V
VISA INC
+$491.6K
10,520
+8%
减持
TSLA
TESLA INC
-$459.5K
4,956
-27%
增持
VBK
VANGUARD INDEX FDS
+$439.5K
13,362
+3%
增持
FULT
FULTON FINL CORP PA
+$415.3K
93,045
+1%
增持
SCHD
SCHWAB STRATEGIC TR
+$398.7K
71,098
+0%
增持
AVGO
BROADCOM INC
+$381.4K
1,048
+10%
增持
CNQ
CANADIAN NAT RES LTD
+$379.0K
5,854
+8263%
增持
KNSL
KINSALE CAP GROUP INC
+$372.4K
1,143
+4472%
减持
VRSK
VERISK ANALYTICS INC
-$367.6K
14
-99%
减持
QLD
PROSHARES TR
+$354.7K
26,171
-5%
增持
META
META PLATFORMS INC
+$350.3K
3,545
+18%
增持
CBRE
CBRE GROUP INC
+$349.0K
15,418
+5%
减持
VIG
VANGUARD SPECIALIZED FUNDS
+$339.5K
23,680
-0%
减持
ICSH
ISHARES TR
-$333.1K
8,816
-43%
减持
TXN
TEXAS INSTRS INC
-$323.5K
357
-85%
增持
VTIP
VANGUARD MALVERN FDS
+$323.0K
15,467
+78%
增持
VHT
VANGUARD WORLD FDS
+$320.4K
9,287
+9%
增持
ORCL
ORACLE CORP
+$319.9K
3,955
+332%
增持
TDG
TRANSDIGM GROUP INC
+$316.1K
1,556
+4%
减持
CVX
CHEVRON CORP NEW
-$310.6K
2,079
-44%
增持
FISV
FISERV INC
+$290.9K
8,325
+15%
增持
DISV
DIMENSIONAL ETF TRUST
+$286.2K
76,118
+8%
减持
SHV
ISHARES TR
-$284.3K
23,622
-10%
增持
CIBR
FIRST TR EXCHANGE TRADED FD
+$279.3K
7,179
+204%
增持
ANSS
ANSYS INC
+$278.3K
3,463
+5%
增持
ROBT
FIRST TR EXCHANGE-TRADED FD
+$276.8K
7,993
+272%
增持
ARVR
FIRST TR EXCHANGE TRADED FD
+$276.6K
10,633
+229%
增持
LEGR
FIRST TR EXCHANGE-TRADED FD
+$268.2K
9,127
+220%
增持
GOOGL
ALPHABET INC
+$266.3K
11,828
+12%
减持
IAU
ISHARES GOLD TR
+$264.0K
86,489
-3%
增持
BX
BLACKSTONE INC
+$257.7K
7,480
+11%
增持
VEEV
VEEVA SYS INC
+$255.4K
4,967
+44%
增持
ISRG
INTUITIVE SURGICAL INC
+$252.7K
2,845
+18%
增持
VOO
VANGUARD INDEX FDS
+$252.0K
4,975
+2%
增持
BNDX
VANGUARD CHARLOTTE FDS
+$249.8K
50,258
+8%
建仓
SCHZ
SCHWAB STRATEGIC TR
+$248.7K
5,335
增持
HIGH
SIMPLIFY EXCHANGE TRADED FUN
+$248.0K
32,996
+46%
增持
SHW
SHERWIN WILLIAMS CO
+$238.6K
3,772
+3%
增持
WCN
WASTE CONNECTIONS INC
+$237.7K
8,554
+11%
增持
MA
MASTERCARD INCORPORATED
+$233.6K
5,793
+3%
减持
AGG
ISHARES TR
+$232.8K
46,775
-0%
减持
—
EXXON MOBIL CORP
-$226.5K
12,817
-0%
增持
MPWR
MONOLITHIC PWR SYS INC
+$225.3K
1,154
+6%
增持
VMC
VULCAN MATLS CO
+$224.0K
6,289
+6%
增持
FAN
FIRST TR EXCHANGE-TRADED FD
+$222.3K
18,206
+239%
增持
SITE
SITEONE LANDSCAPE SUPPLY INC
+$221.9K
4,683
+42%
增持
GWRE
GUIDEWIRE SOFTWARE INC
+$220.0K
9,143
+6%
增持
GRID
FIRST TR EXCHANGE TRADED FD
+$217.1K
2,772
+256%
增持
TTWO
TAKE-TWO INTERACTIVE SOFTWAR
+$216.1K
1,347
+26840%
增持
INTU
INTUIT
+$215.3K
1,839
+1%
清仓
IJT
ISHARES TR
-$214.8K
0
-100%
增持
DAVA
ENDAVA PLC
+$212.8K
2,740
+30344%
增持
QCLN
FIRST TR EXCHANGE-TRADED FD
+$211.5K
6,802
+285%
增持
MU
MICRON TECHNOLOGY INC
+$211.5K
7,512
+19%
减持
IJS
ISHARES TR
-$210.3K
65
-97%
减持
DVY
ISHARES TR
-$210.0K
33,505
-13%
增持
URNM
SPROTT FDS TR
+$210.0K
6,172
+231%
减持
MCD
MCDONALDS CORP
+$206.6K
6,264
-0%
增持
NVO
NOVO-NORDISK A S
+$203.4K
3,978
+74%
增持
MELI
MERCADOLIBRE INC
+$194.7K
161
+250%
减持
SPTS
SPDR SER TR
-$193.8K
71,134
-10%
减持
STIP
ISHARES TR
-$193.2K
24
-99%
减持
SBAC
SBA COMMUNICATIONS CORP NEW
-$192.0K
555
-67%
增持
WPC
WP CAREY INC
+$191.9K
16,922
+1%
增持
IVV
ISHARES TR
+$190.0K
2,696
+5%
增持
TECH
BIO-TECHNE CORP
+$188.9K
14,893
+6%
增持
EKG
FIRST TR EXCHANGE-TRADED FD
+$185.8K
15,251
+275%
增持
DG
DOLLAR GEN CORP NEW
+$184.7K
3,981
+18%
增持
—
FLEETCOR TECHNOLOGIES INC
+$182.7K
1,242
+88%
增持
SWK
STANLEY BLACK & DECKER INC
+$180.4K
3,590
+75%
增持
MDEV
FIRST TR EXCHANGE-TRADED FD
+$180.3K
11,842
+262%
增持
FAST
FASTENAL CO
+$180.2K
14,090
+5%
增持
ELV
ELEVANCE HEALTH INC
+$179.1K
1,080
+42%
增持
FBT
FIRST TR EXCHANGE-TRADED FD
+$177.5K
1,501
+268%
增持
FXL
FIRST TR EXCHANGE TRADED FD
+$176.6K
10,369
+0%
增持
—
ACCENTURE PLC IRELAND
+$175.6K
2,271
+12%
增持
SSNC
SS&C TECHNOLOGIES HLDGS INC
+$173.3K
6,684
+49%
减持
JPM
JPMORGAN CHASE & CO
+$171.8K
7,152
-1%
增持
HEI/A
HEICO CORP NEW
+$171.7K
8,564
+6%
增持
UNH
UNITEDHEALTH GROUP INC
+$171.2K
2,219
+12%
增持
COR
CENCORA INC
+$168.7K
3,111
+19%
增持
TEAM
ATLASSIAN CORPORATION
+$168.5K
2,790
+14%
减持
BIV
VANGUARD BD INDEX FDS
+$166.9K
44,997
-0%
增持
TRV
TRAVELERS COMPANIES INC
+$166.1K
2,064
+48%
减持
VOT
VANGUARD INDEX FDS
+$163.5K
18,437
-8%
减持
IBM
INTERNATIONAL BUSINESS MACHS
+$163.1K
7,520
-1%
增持
NSC
NORFOLK SOUTHN CORP
+$161.8K
1,393
+64%
增持
AXP
AMERICAN EXPRESS CO
+$160.7K
2,232
+29%
减持
CRWD
CROWDSTRIKE HLDGS INC
-$159.8K
1,167
-57%
增持
—
CHUBB LIMITED
+$158.8K
2,143
+37%
增持
XDSQ
INNOVATOR ETFS TR
+$158.7K
48,231
+5%
增持
HCA
HCA HEALTHCARE INC
+$158.2K
1,668
+40%
增持
IEMG
ISHARES INC
+$155.7K
4,803
+162%
增持
—
ASML HOLDING N V
+$152.0K
367
+71%
减持
PGR
PROGRESSIVE CORP
-$152.0K
690
-63%
增持
—
FERRARI N V
+$148.4K
855
+79%
增持
—
ICON PLC
+$148.3K
1,153
+59%
增持
ZTS
ZOETIS INC
+$145.7K
5,124
+3%
减持
IWD
ISHARES TR
-$143.2K
4,731
-22%
减持
DHI
D R HORTON INC
+$142.6K
3,513
-3%
增持
AZO
AUTOZONE INC
+$136.6K
155
+49%
增持
CP
CANADIAN PACIFIC KANSAS CITY
+$135.2K
4,056
+63%
