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Demars Financial Group, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Demars Financial Group, LLC
报告期 2026-03-31 · CIK 0001723115
持仓数
103
前50大市值合计
$281.8M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
22Q3
22Q2
22Q1
21Q4
21Q3
21Q2
22Q1 调仓
2021-12-31 → 2022-03-31 · 共 94 项
建仓 10
增持 36
减持 37
清仓 11
方向
标的
Δ市值
现股数(环比)
增持
DGRO
ISHARES TR
+$11.9M
233,416
+2173%
减持
VIG
VANGUARD SPECIALIZED FUNDS
-$10.5M
7,248
-89%
增持
TIP
ISHARES TR
+$5.0M
209,788
+28%
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
IWF
ISHARES TR
+$4.6M
58,653
+54%
建仓
FSTA
FIDELITY COVINGTON TRUST
+$3.2M
70,298
增持
FLTR
VANECK ETF TRUST
+$2.6M
268,155
+65%
减持
FDIS
FIDELITY COVINGTON TRUST
-$2.4M
3,082
-90%
清仓
ARKF
ARK ETF TR
-$2.3M
0
-100%
清仓
BLCN
SIREN ETF TR
-$2.3M
0
-100%
减持
IYK
ISHARES TR
-$2.2M
1,038
-91%
减持
QQQ
INVESCO QQQ TR
-$2.0M
4,995
-47%
减持
HD
HOME DEPOT INC
-$1.6M
11,780
-4%
增持
FUTY
FIDELITY COVINGTON TRUST
+$1.5M
74,003
+71%
减持
AGG
ISHARES TR
-$1.4M
2,454
-83%
增持
CEF
SPROTT PHYSICAL GOLD & SILVE
+$1.3M
293,823
+18%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$1.2M
69,982
+13%
建仓
PDBC
INVESCO ACTIVLY MANGD ETC FD
+$1.1M
61,565
增持
FCOM
FIDELITY COVINGTON TRUST
+$977.0K
69,087
+64%
清仓
IYJ
ISHARES TR
-$962.0K
0
-100%
增持
SOXX
ISHARES TR
+$952.0K
8,256
+52%
建仓
FIDU
FIDELITY COVINGTON TRUST
+$878.0K
16,317
减持
NVDA
NVIDIA CORPORATION
-$867.0K
21,586
-6%
增持
WPC
WP CAREY INC
+$853.0K
73,086
+19%
清仓
LQD
ISHARES TR
-$776.0K
0
-100%
减持
ENB
ENBRIDGE INC
+$751.0K
118,726
-2%
减持
IMTB
ISHARES TR
-$710.0K
89,746
-9%
建仓
FENY
FIDELITY COVINGTON TRUST
+$668.0K
31,886
减持
VGIT
VANGUARD SCOTTSDALE FDS
-$613.0K
14,115
-38%
增持
FDHY
FIDELITY COVINGTON TRUST
+$565.0K
84,381
+23%
建仓
GPN
GLOBAL PMTS INC
+$565.0K
4,126
清仓
ICF
ISHARES TR
-$538.0K
0
-100%
增持
FREL
FIDELITY COVINGTON TRUST
+$503.0K
55,613
+49%
建仓
VZ
VERIZON COMMUNICATIONS INC
+$481.0K
9,451
增持
ZBRA
ZEBRA TECHNOLOGIES CORPORATI
-$462.0K
7,431
+25%
清仓
BABA
ALIBABA GROUP HLDG LTD
-$421.0K
0
-100%
减持
SCHD
SCHWAB STRATEGIC TR
-$396.0K
3,828
-56%
增持
AMH
AMERICAN HOMES 4 RENT
+$346.0K
111,202
+18%
清仓
V
VISA INC
-$335.0K
0
-100%
建仓
KRE
SPDR SER TR
+$303.0K
4,400
清仓
CUBE
CUBESMART
-$279.0K
0
-100%
减持
PSX
PHILLIPS 66
+$279.0K
29,418
-6%
建仓
CMCSA
COMCAST CORP NEW
+$277.0K
5,917
增持
ABT
ABBOTT LABS
-$274.0K
31,784
+11%
减持
T
AT&T INC
-$267.0K
13,709
-43%
清仓
IBM
INTERNATIONAL BUSINESS MACHS
-$254.0K
0
-100%
增持
FNV
FRANCO NEV CORP
+$251.0K
4,341
+36%
增持
FHLC
FIDELITY COVINGTON TRUST
+$247.0K
18,252
+32%
清仓
—
WALGREENS BOOTS ALLIANCE INC
-$243.0K
0
-100%
减持
PLD
PROLOGIS INC.
-$235.0K
14,023
-6%
减持
DLR
DIGITAL RLTY TR INC
-$226.0K
6,031
-1%
清仓
BWA
BORGWARNER INC
-$226.0K
0
-100%
建仓
DINO
HF SINCLAIR CORPORATION
+$222.0K
5,569
减持
AAPL
APPLE INC
-$203.0K
27,125
-2%
增持
AMZN
AMAZON COM INC
+$202.0K
1,238
+8%
减持
ABBV
ABBVIE INC
+$197.0K
9,646
-4%
减持
—
CERNER CORP
-$179.0K
3,972
-33%
增持
CCI
CROWN CASTLE INTL CORP NEW
+$172.0K
2,102
+103%
增持
ELS
EQUITY LIFESTYLE PPTYS INC
+$153.0K
28,086
+23%
建仓
FPI
FARMLAND PARTNERS INC
+$151.0K
10,955
增持
MPT
MEDICAL PPTYS TRUST INC
-$136.0K
142,139
+7%
减持
QCOM
QUALCOMM INC
-$128.0K
2,850
-8%
减持
GD
GENERAL DYNAMICS CORP
+$122.0K
4,444
-3%
增持
IQV
IQVIA HLDGS INC
-$107.0K
3,004
+6%
增持
ARCC
ARES CAPITAL CORP
+$106.0K
101,431
+6%
增持
EMR
EMERSON ELEC CO
+$101.0K
7,913
+9%
减持
LMT
LOCKHEED MARTIN CORP
+$89.0K
2,230
-11%
减持
—
EXXON MOBIL CORP
+$89.0K
16,512
-21%
增持
AMAT
APPLIED MATLS INC
+$88.0K
14,056
+25%
减持
CVX
CHEVRON CORP NEW
+$87.0K
1,921
-0%
减持
IJH
ISHARES TR
-$82.0K
5,548
-0%
减持
EOG
EOG RES INC
+$77.0K
41,032
-24%
增持
MRK
MERCK & CO INC
+$72.0K
11,306
+1%
减持
ICE
INTERCONTINENTAL EXCHANGE IN
-$67.0K
7,499
-3%
增持
MA
MASTERCARD INCORPORATED
+$65.0K
12,363
+2%
增持
TW
TRADEWEB MKTS INC
-$62.0K
9,683
+6%
增持
CI
CIGNA CORP NEW
+$48.0K
3,499
+2%
增持
FLOT
ISHARES TR
+$44.0K
25,133
+4%
减持
OGN
ORGANON & CO
+$37.0K
8,447
-0%
增持
MSFT
MICROSOFT CORP
+$27.0K
13,973
+10%
减持
DG
DOLLAR GEN CORP NEW
-$25.0K
1,416
-2%
增持
PYPL
PAYPAL HLDGS INC
-$25.0K
2,284
+49%
减持
UPS
UNITED PARCEL SERVICE INC
-$22.0K
1,260
-7%
增持
NEE
NEXTERA ENERGY INC
-$21.0K
2,481
+0%
减持
PG
PROCTER AND GAMBLE CO
-$19.0K
1,483
-2%
减持
OBDC
OWL ROCK CAPITAL CORPORATION
-$19.0K
24,785
-9%
增持
SLQD
ISHARES TR
-$18.0K
10,630
+0%
减持
MAIN
MAIN STR CAP CORP
-$16.0K
6,727
-1%
减持
AGZ
ISHARES TR
-$16.0K
2,034
-2%
减持
PEP
PEPSICO INC
-$15.0K
2,243
-0%
减持
VLO
VALERO ENERGY CORP
+$11.0K
2,212
-22%
增持
WMT
WALMART INC
+$11.0K
2,444
+0%
减持
IRM
IRON MTN INC NEW
-$6.0K
9,692
-7%
增持
LNT
ALLIANT ENERGY CORP
+$6.0K
5,196
+0%
减持
CVS
CVS HEALTH CORP
-$6.0K
2,020
-1%