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Garrett Wealth Advisory Group, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Garrett Wealth Advisory Group, LLC
报告期 2026-03-31 · CIK 0001729443
持仓数
134
前50大市值合计
$527.3M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($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
21Q3
21Q2
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 131 项
建仓 23
增持 73
减持 26
清仓 9
方向
标的
Δ市值
现股数(环比)
减持
QUS
SPDR SERIES TRUST
-$21.3M
56,836
-68%
建仓
HELO
J P MORGAN EXCHANGE TRADED F
+$18.7M
292,018
增持
ET
ENERGY TRANSFER L P
+$15.4M
5,479,308
+0%
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
EPS
WISDOMTREE TR
-$7.2M
750,033
-9%
增持
CGNG
CAPITAL GROUP NEW GEOGRAPHY
+$4.1M
601,726
+29%
增持
NVDA
NVIDIA CORPORATION
+$2.8M
34,052
+105%
增持
SPYG
SPDR SERIES TRUST
-$2.7M
408,215
+2%
增持
—
EXXON MOBIL CORP
+$2.5M
45,395
+4%
清仓
TPL
TEXAS PACIFIC LAND CORPORATI
-$1.7M
0
-100%
增持
GOOGL
ALPHABET INC
+$1.5M
6,943
+314%
增持
AAPL
APPLE INC
+$1.5M
62,545
+18%
增持
CVX
CHEVRON CORPORATION
+$1.3M
15,544
+23%
增持
JHMM
JOHN HANCOCK EXCHANGE TRADED
+$1.2M
562,825
+1%
增持
AMZN
AMAZON COM INC
+$1.1M
19,862
+50%
增持
AVGO
BROADCOM INC
+$954.8K
6,736
+106%
增持
META
META PLATFORMS INC
+$744.0K
3,211
+94%
减持
QUAL
ISHARES TR
-$729.9K
65,084
-2%
增持
VLO
VALERO ENERGY CORP
+$698.0K
5,851
+27%
增持
JPM
JPMORGAN CHASE & CO
+$681.5K
6,396
+72%
减持
QCOM
QUALCOMM INC
-$679.1K
3,161
-50%
增持
CAT
CATERPILLAR INC
+$606.0K
3,130
+11%
增持
LMT
LOCKHEED MARTIN CORP
+$584.4K
4,299
+3%
增持
WMT
WALMART INC
+$559.5K
18,540
+18%
减持
MTUM
ISHARES TR
-$548.3K
40,787
-1%
增持
EVSM
MORGAN STANLEY ETF TRUST
+$512.3K
256,680
+5%
增持
TSLA
TESLA INC
+$500.3K
3,146
+111%
建仓
SLB
SLB LIMITED
+$499.9K
9,728
清仓
SPAB
SPDR SERIES TRUST
-$497.7K
0
-100%
建仓
NFLX
NETFLIX INC.
+$440.3K
4,579
清仓
CRM
SALESFORCE INC
-$439.2K
0
-100%
建仓
COST
COSTCO WHOLESALE CORPORATION
+$437.4K
439
增持
GEV
GE VERNOVA INC
+$417.7K
1,389
+14%
减持
USMV
ISHARES TR
-$416.6K
109,318
-2%
增持
GOOG
ALPHABET INC
+$414.4K
20,378
+18%
增持
ABBV
ABBVIE INC
+$403.7K
6,128
+51%
增持
MSFT
MICROSOFT CORP
+$403.7K
9,733
+47%
增持
FANG
DIAMONDBACK ENERGY INC
+$387.9K
7,702
+2%
减持
SHEL
SHELL PLC
+$385.8K
21,600
-2%
增持
LLY
ELI LILLY & CO
+$379.3K
1,513
+61%
建仓
NEE
NEXTERA ENERGY INC
+$359.1K
3,866
建仓
T
AT&T INC
+$357.5K
12,333
增持
JNJ
JOHNSON & JOHNSON
+$356.0K
2,363
+121%
减持
PSX
PHILLIPS 66
+$350.4K
6,790
-1%
建仓
CSCO
CISCO SYS INC
+$349.3K
4,502
增持
LRCX
LAM RESEARCH CORP
+$345.6K
4,417
+26%
建仓
AMAT
APPLIED MATLS INC
+$338.4K
990
建仓
MCD
MCDONALDS CORP
+$333.2K
1,072
减持
SPSM
SPDR SERIES TRUST
+$321.4K
457,334
-2%
建仓
BAC
BANK AMERICA CORP
+$303.5K
6,226
增持
PTEN
PATTERSON-UTI ENERGY INC
+$302.6K
63,461
+1%
增持
GD
GENERAL DYNAMICS CORP
+$299.2K
3,581
+30%
减持
CDC
VICTORY PORTFOLIOS II
+$296.1K
109,621
-4%
建仓
RTX
RTX CORPORATION
+$295.4K
1,531
建仓
MO
ALTRIA GROUP INC
+$287.5K
4,356
减持
VIG
VANGUARD SPECIALIZED FUNDS
-$277.9K
18,458
-4%
增持
MRK
MERCK & CO INC
+$275.9K
6,365
+37%
减持
SPGM
SPDR INDEX SHS FDS
-$272.3K
6,611
-34%
建仓
ALB
ALBEMARLE CORP
+$270.1K
1,505
清仓
TIP
ISHARES TR
-$264.8K
0
-100%
建仓
KMI
KINDER MORGAN INC DEL
+$264.6K
7,891
清仓
ALL
ALLSTATE CORP
-$263.3K
0
-100%
增持
HD
HOME DEPOT INC
+$262.2K
1,583
+111%
建仓
SO
SOUTHERN CO
+$259.8K
2,692
清仓
AGG
ISHARES TR
-$257.8K
0
-100%
建仓
TXT
TEXTRON INC
+$255.7K
2,920
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$255.2K
6,046
+71%
建仓
DE
DEERE & CO
+$254.0K
451
建仓
MU
MICRON TECHNOLOGY INC
+$237.2K
702
增持
V
VISA INC
+$233.4K
3,630
+47%
增持
MA
MASTERCARD INCORPORATED
+$232.8K
1,862
+52%
建仓
AXP
AMERICAN EXPRESS CO
+$229.6K
759
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$222.5K
13,660
+9%
增持
AMD
ADVANCED MICRO DEVICES INC
+$220.1K
3,834
+47%
建仓
WFC
WELLS FARGO & CO
+$218.1K
2,740
建仓
MPC
MARATHON PETE CORP
+$217.3K
890
增持
—
EATON CORP PLC
+$212.8K
1,954
+28%
清仓
SDY
SPDR SERIES TRUST
-$210.5K
0
-100%
清仓
BSCQ
INVESCO EXCH TRD SLF IDX FD
-$207.5K
0
-100%
增持
ATO
ATMOS ENERGY CORP
+$207.4K
2,826
+51%
清仓
NVS
NOVARTIS AG
-$204.7K
0
-100%
建仓
MDY
STATE STR SPDR S&P MIDCAP 40
+$202.3K
328
减持
COP
CONOCOPHILLIPS
+$199.4K
5,463
-2%
增持
PG
PROCTER & GAMBLE CO
+$187.2K
7,061
+22%
增持
OKE
ONEOK INC NEW
+$186.1K
8,808
+6%
增持
KLAC
KLA CORP
+$182.9K
314
+37%
减持
SPDW
SPDR INDEX SHS FDS
+$181.1K
793,276
-2%
减持
PRF
INVESCO EXCHANGE TRADED FD T
-$171.6K
796,038
-2%
增持
SPMD
SPDR SERIES TRUST
+$169.0K
11,183
+31%
增持
GE
GE AEROSPACE
+$165.8K
1,903
+57%
增持
EMR
EMERSON ELEC CO
+$159.0K
5,757
+28%
减持
UL
UNILEVER PLC
-$149.4K
9,371
-10%
增持
DUK
DUKE ENERGY CORP NEW
+$148.9K
6,296
+9%
增持
HAL
HALLIBURTON CO
+$141.8K
9,894
+15%
减持
DGRO
ISHARES TR
-$138.6K
4,443
-32%
增持
LPLA
LPL FINL HLDGS INC
-$138.1K
2,509
+0%
增持
PEP
PEPSICO INC
+$128.5K
6,656
+6%
增持
PM
PHILIP MORRIS INTL INC
+$128.0K
3,791
+22%
增持
TXN
TEXAS INSTRS INC
+$118.9K
1,742
+38%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$117.4K
6,032
+31%
增持
MSIF
MSC INCOME FUND INC
+$111.7K
34,464
+47%
增持
MCK
MCKESSON CORP
+$108.1K
357
+46%
增持
UNP
UNION PAC CORP
+$104.1K
6,626
+2%
增持
GS
GOLDMAN SACHS GROUP INC
+$103.1K
977
+19%
增持
KO
COCA COLA CO
+$100.5K
6,891
+14%
增持
SCHW
SCHWAB CHARLES CORP
+$99.2K
3,741
+48%
增持
CFR
CULLEN FROST BANKERS INC
+$94.8K
2,259
+33%
增持
TSM
TAIWAN SEMICONDUCTOR MANUFAC
+$88.0K
1,727
+6%
建仓
AUR
AURORA INNOVATION INC
+$86.7K
21,055
减持
VUG
VANGUARD INDEX FDS
-$83.6K
1,000
-6%
增持
EBAY
EBAY INC.
+$70.0K
3,792
+20%
增持
PNC
PNC FINL SVCS GROUP INC
+$68.5K
4,783
+8%
减持
NSC
NORFOLK SOUTHN CORP
-$62.2K
913
-19%
减持
IVV
ISHARES TR
-$45.7K
1,188
-1%
增持
NRG
NRG ENERGY INC
-$43.8K
5,737
+4%
减持
DLN
WISDOMTREE TR
-$41.0K
3,968
-12%
减持
QQQ
INVESCO QQQ TR
-$41.0K
1,012
-1%
减持
QQEW
FIRST TR EXCHANGE-TRADED FD
-$38.9K
1,639
-6%
增持
DIS
DISNEY WALT CO
-$38.9K
6,951
+12%
增持
ABT
ABBOTT LABORATORIES
+$34.5K
2,509
+41%
减持
ENB
ENBRIDGE INC
+$30.7K
6,633
-3%
减持
GLD
SPDR GOLD TR
-$27.3K
945
-14%
增持
IUSG
ISHARES TR
-$25.7K
2,012
+0%
增持
VTR
VENTAS INC
+$24.0K
3,363
+4%
增持
MET
METLIFE INC
+$21.8K
3,691
+22%
减持
EPD
ENTERPRISE PRODS PARTNERS L
+$17.1K
8,499
-11%
增持
LOW
LOWES COS INC
+$16.1K
8,044
+3%
增持
FFIN
FIRST FINL BANKSHARES INC
-$10.4K
43,884
+1%
增持
ORCL
ORACLE CORP
+$4.1K
5,981
+33%
增持
BKNG
BOOKING HOLDINGS INC
-$2.4K
105
+27%
增持
—
MEDTRONIC PLC
-$2.1K
4,903
+10%
增持
IUSV
ISHARES TR
-$851
3,227
+0%
