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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
24Q4 调仓
2024-09-30 → 2024-12-31 · 共 150 项
建仓 37
增持 104
减持 8
清仓 1
方向
标的
Δ市值
现股数(环比)
增持
VUG
VANGUARD INDEX FDS
+$36.5M
180,403
+84%
增持
FTCS
FIRST TR EXCHANGE-TRADED FD
+$27.1M
326,589
+1793%
增持
RDVI
FIRST TR EXCHANGE-TRADED FD
+$25.0M
1,037,951
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。
+15567%
增持
RDVY
FIRST TR EXCHANGE-TRADED FD
+$23.5M
708,953
+128%
增持
FIXD
FIRST TR EXCHNG TRADED FD VI
+$18.4M
428,021
+297137%
增持
SPDW
SPDR INDEX SHS FDS
+$17.1M
501,841
+42866%
增持
VO
VANGUARD INDEX FDS
+$15.1M
165,493
+53%
增持
IMCG
ISHARES TR
+$12.3M
162,754
+102909%
建仓
LDSF
FIRST TR EXCHNG TRADED FD VI
+$12.1M
643,026
增持
VBK
VANGUARD INDEX FDS
+$11.8M
55,402
+293%
增持
AAPL
APPLE INC
+$10.5M
107,036
+53%
建仓
MGV
VANGUARD WORLD FD
+$9.5M
75,862
增持
SPEM
SPDR INDEX SHS FDS
+$8.1M
212,822
+37568%
建仓
WCMI
FIRST TR EXCHANGE-TRADED FD
+$8.0M
609,775
增持
VTV
VANGUARD INDEX FDS
+$7.5M
276,465
+23%
增持
VOT
VANGUARD INDEX FDS
+$6.7M
27,694
+2055%
增持
AMZN
AMAZON COM INC
+$6.7M
69,342
+51%
增持
FPE
FIRST TR EXCH TRADED FD III
+$6.4M
1,928,594
+26%
增持
NVDA
NVIDIA CORPORATION
+$6.2M
91,007
+83%
建仓
LGOV
FIRST TR EXCHANGE-TRADED FD
+$5.5M
265,901
增持
BUFR
FIRST TR EXCHNG TRADED FD VI
+$5.5M
215,293
+499%
增持
SCHA
SCHWAB STRATEGIC TR
+$5.4M
209,760
+381282%
增持
VTI
VANGUARD INDEX FDS
+$5.3M
80,661
+27%
增持
LMBS
FIRST TR EXCHANGE-TRADED FD
+$5.3M
124,542
+711%
增持
MSFT
MICROSOFT CORP
+$4.5M
29,967
+58%
增持
IUSG
ISHARES TR
+$4.1M
30,738
+2914%
建仓
SDVY
FIRST TR EXCHANGE-TRADED FD
+$4.0M
110,705
建仓
XSOE
WISDOMTREE TR
+$3.9M
129,068
建仓
FTSM
FIRST TR EXCHANGE-TRADED FD
+$3.9M
64,681
增持
TSLA
TESLA INC
+$3.7M
13,361
+112%
增持
QQQ
INVESCO QQQ TR
+$3.7M
75,380
+6%
建仓
FDL
FIRST TR MORNINGSTAR DIVID L
+$3.7M
92,002
增持
KNG
FIRST TR EXCHANGE-TRADED FD
+$3.7M
80,463
+1029%
增持
SGOV
ISHARES TR
+$3.4M
34,209
+11496%
增持
NFLX
NETFLIX INC
+$3.4M
4,696
+316%
增持
VOO
VANGUARD INDEX FDS
+$3.4M
7,225
+646%
建仓
DFAC
DIMENSIONAL ETF TRUST
+$3.3M
95,882
增持
GOOGL
ALPHABET INC
+$3.2M
32,382
+84%
增持
COST
COSTCO WHSL CORP NEW
+$3.1M
4,591
+278%
减持
VOE
VANGUARD INDEX FDS
-$3.1M
9,388
-66%
建仓
FEMS
FIRST TR EXCH TRD ALPHDX FD
+$3.0M
79,399
增持
CIBR
FIRST TR EXCHANGE TRADED FD
+$2.8M
59,206
+264%
增持
—
EXXON MOBIL CORP
+$2.6M
39,210
+179%
增持
JPM
JPMORGAN CHASE & CO.
+$2.6M
19,158
+100%
增持
IWP
ISHARES TR
+$2.6M
176,945
+4%
增持
V
VISA INC
+$2.0M
17,263
+39%
增持
UPS
UNITED PARCEL SERVICE INC
+$2.0M
19,624
+490%
增持
HD
HOME DEPOT INC
+$2.0M
8,355
+169%
增持
WMT
WALMART INC
+$1.7M
28,790
+167%
建仓
VTIP
VANGUARD MALVERN FDS
+$1.7M
34,951
增持
IVV
ISHARES TR
+$1.7M
5,379
+110%
建仓
FSTA
FIDELITY COVINGTON TRUST
+$1.7M
33,894
增持
PEP
PEPSICO INC
+$1.7M
16,278
+245%
增持
CVX
CHEVRON CORP NEW
+$1.7M
14,038
+462%
增持
SCHP
SCHWAB STRATEGIC TR
-$1.7M
1,390,147
+98%
增持
BAC
BANK AMERICA CORP
+$1.6M
50,627
+228%
建仓
FTHI
FIRST TR EXCHANGE-TRADED FD
+$1.6M
67,978
增持
VWO
VANGUARD INTL EQUITY INDEX F
-$1.5M
521,956
+2%
增持
CRM
SALESFORCE INC
+$1.4M
5,123
+426%
建仓
VCIT
VANGUARD SCOTTSDALE FDS
+$1.4M
17,737
增持
MA
MASTERCARD INCORPORATED
+$1.4M
8,575
+37%
增持
DFGR
DIMENSIONAL ETF TRUST
-$1.4M
602,258
+3%
建仓
FHLC
FIDELITY COVINGTON TRUST
+$1.4M
21,588
增持
VTEB
VANGUARD MUN BD FDS
+$1.4M
45,616
+160%
减持
TFX
TELEFLEX INCORPORATED
-$1.4M
19,560
-0%
减持
IVW
ISHARES TR
-$1.4M
4,429
-77%
增持
CMG
CHIPOTLE MEXICAN GRILL INC
+$1.3M
24,541
+797%
增持
META
META PLATFORMS INC
+$1.3M
7,915
+37%
减持
HDV
ISHARES TR
-$1.3M
10,824
-49%
增持
QUAL
ISHARES TR
+$1.3M
7,651
+1167%
增持
AVGO
BROADCOM INC
+$1.2M
11,568
+39%
增持
VB
VANGUARD INDEX FDS
+$1.2M
105,172
+4%
建仓
BITB
BITWISE BITCOIN ETF TR
+$1.2M
24,416
建仓
SCHZ
SCHWAB STRATEGIC TR
+$1.2M
52,498
减持
BIV
VANGUARD BD INDEX FDS
-$1.2M
40,347
-25%
建仓
EIPX
FIRST TR EXCHANGE-TRADED FD
+$1.2M
48,209
增持
DIS
DISNEY WALT CO
+$1.2M
15,718
+160%
增持
VGT
VANGUARD WORLD FD
+$1.1M
2,404
+303%
增持
FMB
FIRST TR EXCH TRADED FD III
+$1.1M
25,613
+482%
减持
IVE
ISHARES TR
-$1.0M
113,651
-1%
增持
SCHD
SCHWAB STRATEGIC TR
+$1.0M
238,967
+268%
增持
TFI
SPDR SER TR
+$1.0M
300,610
+11%
建仓
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$1.0M
2,267
增持
SPY
SPDR S&P 500 ETF TR
+$1.0M
7,254
+28%
增持
IWO
ISHARES TR
+$1.0M
80,887
+3%
建仓
FICS
FIRST TR EXCHANGE-TRADED FD
+$1.0M
29,557
增持
DFIC
DIMENSIONAL ETF TRUST
-$1.0M
797,893
+4%
增持
IJH
ISHARES TR
+$967.5K
16,079
+2818%
建仓
VDE
VANGUARD WORLD FD
+$957.5K
7,892
增持
IEI
ISHARES TR
+$956.6K
8,399
+7141%
建仓
GFEB
FIRST TR EXCHNG TRADED FD VI
+$950.1K
25,437
增持
IEMG
ISHARES INC
+$940.0K
20,004
+998%
建仓
PTLC
PACER FDS TR
+$902.2K
16,883
增持
—
ASML HOLDING N V
+$896.1K
2,506
+148%
增持
TMUS
T-MOBILE US INC
+$884.3K
4,308
+1234%
增持
VEA
VANGUARD TAX-MANAGED FDS
-$881.7K
530,821
+7%
增持
SCHG
SCHWAB STRATEGIC TR
+$880.7K
997,059
+286%
增持
FTLS
FIRST TR EXCH TRADED FD III
+$873.3K
18,413
+245%
建仓
SDVD
FIRST TR EXCH TRADED FD III
+$856.1K
39,789
增持
GOOG
ALPHABET INC
+$842.9K
19,519
+14%
增持
BNY
BANK NEW YORK MELLON CORP
+$820.5K
11,618
+1058%
增持
FIW
FIRST TR EXCHANGE-TRADED FD
-$819.0K
172,605
+2%
增持
TJX
TJX COS INC NEW
+$814.7K
10,716
+162%
增持
UNH
UNITEDHEALTH GROUP INC
+$814.6K
4,123
+90%
减持
VGIT
VANGUARD SCOTTSDALE FDS
-$800.8K
6,897
-65%
增持
DFEM
DIMENSIONAL ETF TRUST
-$799.4K
562,793
+2%
增持
T
AT&T INC
+$789.5K
45,228
+314%
增持
MCD
MCDONALDS CORP
+$765.2K
10,400
+41%
增持
LMT
LOCKHEED MARTIN CORP
+$753.1K
2,374
+247%
增持
PFE
PFIZER INC
+$752.0K
38,977
+300%
增持
IWS
ISHARES TR
+$749.9K
6,950
+517%
增持
EOG
EOG RES INC
+$733.1K
6,100
+4941%
增持
ADBE
ADOBE INC
+$729.9K
1,943
+650%
增持
CTAS
CINTAS CORP
+$727.9K
4,250
+1701%
建仓
AIRR
FIRST TR EXCHANGE-TRADED FD
+$717.9K
9,319
建仓
FVD
FIRST TR VALUE LINE DIVID IN
+$709.2K
16,251
建仓
XSEP
FIRST TR EXCHNG TRADED FD VI
+$701.4K
18,029
建仓
DOGG
FIRST TR EXCHANGE-TRADED FD
+$688.5K
36,159
增持
NSC
NORFOLK SOUTHN CORP
+$630.2K
4,505
+162%
建仓
XOCT
FIRST TR EXCHNG TRADED FD VI
+$620.7K
18,140
增持
SRE
SEMPRA
+$618.8K
7,818
+875%
增持
WMB
WILLIAMS COS INC
+$613.0K
14,138
+324%
增持
COF
CAPITAL ONE FINL CORP
+$607.0K
3,681
+1012%
增持
PWR
QUANTA SVCS INC
+$606.2K
1,983
+2774%
增持
VZ
VERIZON COMMUNICATIONS INC
+$600.9K
27,720
+145%
建仓
IUSV
ISHARES TR
+$599.2K
6,471
增持
NEE
NEXTERA ENERGY INC
+$584.9K
12,782
+226%
增持
VRTX
VERTEX PHARMACEUTICALS INC
+$579.8K
1,851
+420%
增持
DUK
DUKE ENERGY CORP NEW
+$566.1K
7,541
+253%
减持
IWN
ISHARES TR
-$565.4K
130,003
-1%
建仓
TDVI
FIRST TR EXCHANGE-TRADED FD
+$560.5K
23,260
建仓
BUFD
FIRST TR EXCHNG TRADED FD VI
+$550.0K
21,552
增持
DFCF
DIMENSIONAL ETF TRUST
+$545.0K
714,888
+7%
增持
C
CITIGROUP INC
+$543.0K
12,378
+136%
增持
XEL
XCEL ENERGY INC
+$529.0K
11,743
+191%
增持
AEP
AMERICAN ELEC PWR CO INC
+$525.0K
7,186
+435%
建仓
BLK
BLACKROCK INC
+$523.6K
511
增持
KO
COCA COLA CO
+$523.4K
13,154
+220%
增持
PEG
PUBLIC SVC ENTERPRISE GRP IN
+$520.8K
6,637
+1381%
增持
—
TRANE TECHNOLOGIES PLC
+$512.8K
1,924
+278%
建仓
TLH
ISHARES TR
+$510.5K
5,129
清仓
WSC
WILLSCOT HLDGS CORP
-$508.5K
0
-100%
增持
SBUX
STARBUCKS CORP
+$506.5K
7,909
+258%
建仓
HYLS
FIRST TR EXCHANGE-TRADED FD
+$494.3K
11,960
建仓
BWZ
SPDR SER TR
+$493.8K
19,490
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$488.9K
9,359
+32%
增持
CFG
CITIZENS FINL GROUP INC
+$482.4K
12,580
+658%
建仓
FYX
FIRST TR SML CP CORE ALPHA F
+$482.1K
4,770
增持
PH
PARKER-HANNIFIN CORP
+$478.1K
1,951
+62%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$470.2K
3,824
+56%
