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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
25Q4 调仓
2025-09-30 → 2025-12-31 · 共 86 项
建仓 5
增持 43
减持 28
清仓 10
方向
标的
Δ市值
现股数(环比)
增持
SPHQ
INVESCO EXCHANGE TRADED FD T
+$3.2M
639,632
+5%
增持
XLG
INVESCO EXCHANGE TRADED FD T
+$3.0M
795,098
+4%
增持
OEF
ISHARES TR
+$2.3M
103,910
+4%
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
FLOT
ISHARES TR
-$1.6M
716,465
-4%
建仓
AKRE
PROFESIONALLY MANAGED PORTFO
+$835.2K
12,749
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$780.3K
33,540
+5%
增持
MPC
MARATHON PETE CORP
-$726.1K
30,223
+3%
减持
CEF
SPROTT ASSET MANAGEMENT LP
+$586.5K
78,665
-4%
减持
GOOG
ALPHABET INC
+$482.0K
6,930
-0%
建仓
VOO
VANGUARD INDEX FDS
+$416.4K
664
清仓
ARE
ALEXANDRIA REAL ESTATE EQ IN
-$402.9K
0
-100%
增持
TQQQ
PROSHARES TR
+$394.6K
73,570
+118%
增持
FEZ
SPDR INDEX SHS FDS
+$371.8K
73,744
+5%
建仓
VTI
VANGUARD INDEX FDS
+$323.9K
966
增持
FLTR
VANECK ETF TRUST
+$313.1K
521,713
+3%
增持
CRM
SALESFORCE INC
+$312.7K
4,548
+21%
增持
BWXT
BWX TECHNOLOGIES INC
-$298.9K
37,038
+2%
清仓
QQQ
INVESCO QQQ TR
-$293.3K
0
-100%
清仓
FANG
DIAMONDBACK ENERGY INC
-$290.3K
0
-100%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$289.4K
26,579
+5%
增持
MCHI
ISHARES TR
-$284.3K
82,054
+4%
建仓
INTC
INTEL CORP
+$278.6K
7,550
清仓
DRLL
EA SERIES TRUST
-$248.5K
0
-100%
清仓
JBL
JABIL INC
-$242.1K
0
-100%
清仓
PG
PROCTER AND GAMBLE CO
-$235.2K
0
-100%
增持
FISV
FISERV INC
-$225.8K
4,989
+15%
清仓
STXD
EA SERIES TRUST
-$222.1K
0
-100%
增持
—
AMCOR PLC
+$217.7K
58,501
+77%
清仓
IAU
ISHARES GOLD TR
-$213.0K
0
-100%
清仓
—
MEDTRONIC PLC
-$212.1K
0
-100%
清仓
WCBR
WISDOMTREE TR
-$208.7K
0
-100%
建仓
SPDW
SPDR INDEX SHS FDS
+$204.4K
4,602
增持
TSLA
TESLA INC
+$192.1K
2,569
+19%
增持
MLPA
GLOBAL X FDS
+$191.6K
17,974
+28%
增持
—
CHUBB LIMITED
+$187.9K
5,487
+2%
增持
STXG
EA SERIES TRUST
+$183.7K
52,954
+5%
增持
AMT
AMERICAN TOWER CORP NEW
+$166.3K
3,182
+56%
减持
FSTA
FIDELITY COVINGTON TRUST
-$150.7K
11,891
-19%
减持
HD
HOME DEPOT INC
-$142.4K
2,240
-1%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$114.0K
4,534
+0%
减持
MRK
MERCK & CO INC
+$111.0K
5,713
-2%
增持
MSFT
MICROSOFT CORP
-$109.7K
3,713
+1%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$108.1K
2,201
+26%
减持
AMZN
AMAZON COM INC
-$97.8K
9,996
-9%
增持
FHEQ
FIDELITY GREENWOOD STREET TR
+$94.7K
60,467
+5%
增持
PYPL
PAYPAL HLDGS INC
+$85.1K
6,956
+45%
减持
FUTY
FIDELITY COVINGTON TRUST
-$83.1K
9,905
-11%
减持
FHLC
FIDELITY COVINGTON TRUST
-$82.5K
6,060
-24%
减持
FSLR
FIRST SOLAR INC
+$81.6K
3,532
-7%
减持
LLY
ELI LILLY & CO
+$81.4K
475
-16%
增持
NVO
NOVO-NORDISK A S
+$73.7K
19,269
+18%
增持
FBTC
FIDELITY WISE ORIGIN BITCOIN
-$73.6K
9,128
+18%
减持
MU
MICRON TECHNOLOGY INC
+$71.8K
1,383
-28%
减持
PSX
PHILLIPS 66
-$70.9K
3,635
-8%
减持
SHOC
EA SERIES TRUST
+$68.2K
14,466
-2%
增持
AVGO
BROADCOM INC
+$59.3K
1,158
+12%
增持
NEE
NEXTERA ENERGY INC
+$58.9K
9,342
+2%
增持
NFLX
NETFLIX INC
-$53.9K
2,658
+951%
减持
SPYV
SPDR SERIES TRUST
+$51.3K
50,061
-1%
增持
DELL
DELL TECHNOLOGIES INC
+$50.3K
4,434
+24%
减持
ENB
ENBRIDGE INC
-$49.5K
8,453
-6%
增持
AWK
AMERICAN WTR WKS CO INC NEW
+$48.9K
5,136
+15%
增持
IWF
ISHARES TR
+$47.7K
2,113
+4%
减持
LMT
LOCKHEED MARTIN CORP
-$33.1K
908
-4%
减持
WPC
WP CAREY INC
-$33.0K
9,935
-0%
减持
SCHD
SCHWAB STRATEGIC TR
-$32.9K
33,122
-4%
减持
MOD
MODINE MFG CO
-$30.4K
1,529
-7%
减持
NVDA
NVIDIA CORPORATION
-$28.4K
49,809
-0%
增持
CME
CME GROUP INC
+$26.3K
3,100
+2%
增持
XLE
SELECT SECTOR SPDR TR
-$25.1K
14,627
+92%
增持
EOG
EOG RES INC
-$24.6K
6,565
+3%
增持
O
REALTY INCOME CORP
+$23.4K
13,072
+11%
减持
AAPL
APPLE INC
-$22.5K
23,697
-7%
减持
FREL
FIDELITY COVINGTON TRUST
-$17.6K
9,304
-3%
增持
COST
COSTCO WHSL CORP NEW
-$11.1K
239
+2%
增持
ICE
INTERCONTINENTAL EXCHANGE IN
-$9.1K
3,596
+2%
减持
IJH
ISHARES TR
-$8.6K
13,868
-2%
增持
XLU
SELECT SECTOR SPDR TR
-$8.3K
7,771
+99%
增持
FMDE
FIDELITY COVINGTON TRUST
+$5.4K
16,482
+0%
减持
DGRO
ISHARES TR
+$3.8K
6,834
-1%
减持
MA
MASTERCARD INCORPORATED
+$3.4K
2,206
-0%
增持
META
META PLATFORMS INC
-$3.4K
446
+10%
减持
PEP
PEPSICO INC
+$1.2K
6,558
-2%
增持
MPT
MEDICAL PPTYS TRUST INC
+$827
103,929
+2%
增持
CVX
CHEVRON CORP NEW
-$484
8,256
+2%
减持
POWL
POWELL INDS INC
+$152
3,371
-4%