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Larson Financial Group LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Larson Financial Group LLC
报告期 2026-03-31 · CIK 0001731061
持仓数
3,631
前50大市值合计
$1.83B
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($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
22Q3
22Q2
22Q1
21Q2
22Q1 调仓
2021-06-30 → 2022-03-31 · 共 150 项
建仓 36
增持 92
减持 21
清仓 1
方向
标的
Δ市值
现股数(环比)
增持
AVDV
AMERICAN CENTY ETF TR
+$28.4M
455,621
+21669%
增持
AVEM
AMERICAN CENTY ETF TR
+$21.2M
359,703
+29875%
增持
FIXD
FIRST TR EXCHNG TRADED FD VI
+$11.2M
531,505
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。
+88%
增持
VOO
VANGUARD INDEX FDS
+$9.4M
84,427
+29%
增持
VO
VANGUARD INDEX FDS
+$8.8M
338,581
+12%
增持
VCSH
VANGUARD SCOTTSDALE FDS
+$8.1M
193,029
+128%
建仓
DFIV
DIMENSIONAL ETF TRUST
+$6.0M
178,573
减持
DEM
WISDOMTREE TR
-$5.6M
30,896
-80%
建仓
FOCT
FIRST TR EXCHNG TRADED FD VI
+$5.0M
143,584
建仓
FJAN
FIRST TR EXCHNG TRADED FD VI
+$5.0M
142,664
增持
SPAB
SPDR SER TR
+$4.6M
526,962
+58%
增持
QQQ
INVESCO QQQ TR
+$4.2M
87,775
+13%
建仓
SGOL
ABRDN GOLD ETF TRUST
+$3.8M
203,330
增持
SCZ
ISHARES TR
+$3.6M
237,842
+45%
建仓
DFAI
DIMENSIONAL ETF TRUST
+$3.6M
128,970
增持
SPYV
SPDR SER TR
+$3.6M
451,684
+17%
增持
REET
ISHARES TR
+$3.4M
487,849
+25%
减持
DLS
WISDOMTREE TR
-$3.4M
80,313
-33%
增持
AAPL
APPLE INC
+$3.4M
47,473
+32%
减持
AMAT
APPLIED MATLS INC
-$3.0M
51,834
-25%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$2.9M
11,116
+215%
增持
DFAT
DIMENSIONAL ETF TRUST
+$2.9M
262,032
+26%
增持
DFUS
DIMENSIONAL ETF TRUST
+$2.8M
407,452
+12%
增持
USO
UNITED STS OIL FD LP
+$2.6M
35,822
+8097%
增持
MMM
3M CO
+$2.3M
18,291
+831%
增持
SPY
SPDR S&P 500 ETF TR
+$2.3M
6,324
+390%
增持
SPYG
SPDR SER TR
+$2.2M
41,572
+385%
增持
SPDW
SPDR INDEX SHS FDS
+$2.2M
308,775
+36%
增持
AMZN
AMAZON COM INC
+$2.0M
1,302
+99%
增持
SPSM
SPDR SER TR
+$2.0M
246,367
+29%
建仓
DFIP
DIMENSIONAL ETF TRUST
+$1.9M
40,437
增持
BIV
VANGUARD BD INDEX FDS
+$1.8M
55,611
+84%
建仓
DFAE
DIMENSIONAL ETF TRUST
+$1.7M
66,211
增持
TSLA
TESLA INC
+$1.6M
3,052
+25%
增持
VTIP
VANGUARD MALVERN FDS
+$1.6M
158,007
+28%
增持
SPMD
SPDR SER TR
+$1.5M
56,082
+138%
减持
GWX
SPDR INDEX SHS FDS
-$1.4M
159,142
-12%
增持
EFG
ISHARES TR
+$1.4M
20,561
+273%
建仓
TDIV
FIRST TR EXCHANGE-TRADED FD
+$1.3M
21,234
建仓
STOT
SSGA ACTIVE TR
+$1.2M
24,279
增持
DFAS
DIMENSIONAL ETF TRUST
+$1.1M
112,511
+27%
增持
ECL
ECOLAB INC
+$1.1M
6,344
+158500%
增持
SLYG
SPDR SER TR
+$1.1M
14,848
+679%
增持
VBK
VANGUARD INDEX FDS
+$958.0K
39,894
+29%
增持
NUE
NUCOR CORP
+$935.0K
6,350
+6380%
增持
NVDA
NVIDIA CORPORATION
+$813.0K
4,365
+825%
增持
ABBV
ABBVIE INC
+$779.0K
5,269
+695%
建仓
—
KNOT OFFSHORE PARTNERS LP
+$711.0K
42,025
增持
AVGO
BROADCOM INC
+$664.0K
1,078
+3269%
清仓
AKAM
AKAMAI TECHNOLOGIES INC
-$660.0K
0
-100%
建仓
—
ABSOLUTE SHS TR
+$647.0K
28,447
建仓
MDIV
FIRST TR EXCHANGE-TRADED FD
+$619.0K
36,718
增持
CVX
CHEVRON CORP NEW
+$605.0K
4,476
+277%
增持
COST
COSTCO WHSL CORP NEW
+$593.0K
1,096
+1030%
增持
TGT
TARGET CORP
+$590.0K
4,568
+191%
减持
—
LOGITECH INTL S A
-$583.0K
3,501
-50%
增持
T
AT&T INC
+$570.0K
34,613
+302%
增持
BSV
VANGUARD BD INDEX FDS
+$561.0K
22,875
+54%
增持
UNH
UNITEDHEALTH GROUP INC
+$559.0K
2,283
+51%
增持
PEP
PEPSICO INC
+$558.0K
5,026
+163%
增持
FVD
FIRST TR VALUE LINE DIVID IN
+$557.0K
20,384
+166%
增持
FMB
FIRST TR EXCH TRADED FD III
+$546.0K
27,742
+72%
增持
BND
VANGUARD BD INDEX FDS
+$516.0K
8,884
+299%
增持
LLY
LILLY ELI & CO
+$507.0K
3,048
+91%
增持
GDX
VANECK ETF TRUST
+$496.0K
14,272
+857%
建仓
HPQ
HP INC
+$495.0K
13,647
建仓
XDEC
FIRST TR EXCHNG TRADED FD VI
+$489.0K
16,100
建仓
AEM
AGNICO EAGLE MINES LTD
+$487.0K
7,945
增持
—
MEDTRONIC PLC
+$480.0K
4,654
+1488%
建仓
—
GREEN PLAINS PARTNERS LP
+$467.0K
32,998
增持
DBA
INVESCO DB MULTI-SECTOR COMM
+$466.0K
22,019
+2494%
减持
SPTM
SPDR SER TR
+$453.0K
186,729
-0%
增持
GDXJ
VANECK ETF TRUST
+$449.0K
10,229
+1488%
建仓
—
PROSHARES TR II
+$447.0K
33,207
建仓
SBSW
SIBANYE STILLWATER LTD
+$442.0K
27,237
增持
MCD
MCDONALDS CORP
+$436.0K
2,099
+485%
减持
—
EVELO BIOSCIENCES INC
-$428.0K
739
-98%
增持
LDSF
FIRST TR EXCHNG TRADED FD VI
+$428.0K
51,732
+82%
增持
GPC
GENUINE PARTS CO
+$426.0K
3,471
+3984%
减持
VTI
VANGUARD INDEX FDS
-$424.0K
2,412
-45%
增持
SLV
ISHARES SILVER TR
+$421.0K
26,557
+244%
增持
ITW
ILLINOIS TOOL WKS INC
+$416.0K
1,985
+198400%
增持
VNQ
VANGUARD INDEX FDS
+$413.0K
37,271
+5%
增持
—
WALGREENS BOOTS ALLIANCE INC
+$413.0K
10,325
+1015%
增持
GOOGL
ALPHABET INC
+$397.0K
323
+58%
减持
SLYV
SPDR SER TR
-$390.0K
92,014
-2%
增持
GIS
GENERAL MLS INC
+$381.0K
5,822
+2672%
增持
MKC
MCCORMICK & CO INC
+$373.0K
4,829
+292%
建仓
ROP
ROPER TECHNOLOGIES INC
+$369.0K
781
增持
SPEM
SPDR INDEX SHS FDS
-$369.0K
293,922
+14%
建仓
IVW
ISHARES TR
+$369.0K
4,834
增持
XEL
XCEL ENERGY INC
+$368.0K
5,216
+4040%
增持
AGG
ISHARES TR
+$363.0K
14,410
+41%
减持
VYM
VANGUARD WHITEHALL FDS
-$362.0K
9,549
-30%
减持
EFV
ISHARES TR
-$356.0K
46,392
-11%
减持
IJS
ISHARES TR
-$352.0K
26,391
-9%
增持
CAH
CARDINAL HEALTH INC
+$349.0K
6,326
+3621%
增持
VTV
VANGUARD INDEX FDS
+$347.0K
9,177
+25%
增持
IEFA
ISHARES TR
+$341.0K
8,353
+161%
增持
IUSV
ISHARES TR
+$341.0K
4,653
+2621%
建仓
PPG
PPG INDS INC
+$336.0K
2,567
增持
HRL
HORMEL FOODS CORP
+$330.0K
6,877
+1289%
建仓
ET
ENERGY TRANSFER L P
+$328.0K
29,298
增持
MDY
SPDR S&P MIDCAP 400 ETF TR
+$323.0K
724
+1756%
减持
ONEY
SPDR SER TR
-$321.0K
2,425
-59%
减持
BAX
BAXTER INTL INC
-$317.0K
3,700
-51%
建仓
MOS
MOSAIC CO NEW
+$309.0K
4,646
建仓
RDVY
FIRST TR EXCHANGE-TRADED FD
+$304.0K
6,202
增持
JNJ
JOHNSON & JOHNSON
+$302.0K
5,644
+33%
建仓
WPC
WP CAREY INC
+$299.0K
3,703
建仓
LGH
NORTHERN LTS FD TR III
+$291.0K
7,000
增持
AMD
ADVANCED MICRO DEVICES INC
+$291.0K
2,969
+732%
增持
KMB
KIMBERLY-CLARK CORP
+$288.0K
2,471
+1994%
增持
XLP
SELECT SECTOR SPDR TR
+$271.0K
7,349
+79%
增持
IWF
ISHARES TR
+$269.0K
1,832
+107%
增持
MU
MICRON TECHNOLOGY INC
+$269.0K
3,981
+728%
增持
MRK
MERCK & CO INC
+$260.0K
5,940
+104%
增持
VT
VANGUARD INTL EQUITY INDEX F
+$257.0K
2,760
+1155%
增持
ITOT
ISHARES TR
+$253.0K
3,148
+380%
建仓
TLT
ISHARES TR
+$251.0K
1,902
增持
VUG
VANGUARD INDEX FDS
+$244.0K
1,299
+186%
减持
PYPL
PAYPAL HLDGS INC
-$242.0K
590
-45%
建仓
CLX
CLOROX CO DEL
+$240.0K
1,726
增持
META
META PLATFORMS INC
-$238.0K
2,275
+6%
增持
TIP
ISHARES TR
+$235.0K
3,435
+128%
建仓
NOBL
PROSHARES TR
+$233.0K
2,459
建仓
—
UNITED STS NAT GAS FD LP
+$232.0K
11,770
增持
EMB
ISHARES TR
+$231.0K
2,435
+3827%
建仓
AOK
ISHARES TR
+$222.0K
5,896
增持
—
LAM RESEARCH CORP
+$221.0K
456
+1100%
增持
SIL
GLOBAL X FDS
+$220.0K
6,436
+1850%
建仓
—
SOUTHWESTERN ENERGY CO
+$219.0K
30,543
增持
V
VISA INC
+$215.0K
2,094
+96%
增持
DG
DOLLAR GEN CORP NEW
+$215.0K
1,229
+349%
增持
JCPB
J P MORGAN EXCHANGE-TRADED F
+$211.0K
8,658
+105%
减持
SPIP
SPDR SER TR
-$211.0K
93,787
-4%
增持
ESGV
VANGUARD WORLD FD
+$210.0K
14,471
+20%
减持
SPSB
SPDR SER TR
-$208.0K
118,063
-2%
建仓
GRPN
GROUPON INC
+$203.0K
10,536
增持
VXUS
VANGUARD STAR FDS
+$201.0K
4,320
+397%
增持
EFA
ISHARES TR
-$201.0K
38,388
+0%
减持
DES
WISDOMTREE TR
-$200.0K
2,964
-68%
增持
HON
HONEYWELL INTL INC
+$196.0K
1,018
+10080%
增持
VEA
VANGUARD TAX-MANAGED INTL FD
+$194.0K
6,657
+171%
减持
SHY
ISHARES TR
-$187.0K
2,274
-48%
减持
IJR
ISHARES TR
-$185.0K
3,118
-32%
减持
FTSM
FIRST TR EXCHANGE-TRADED FD
-$184.0K
9,074
-25%
建仓
RFV
INVESCO EXCHANGE TRADED FD T
+$174.0K
1,811
建仓
RZV
INVESCO EXCHANGE TRADED FD T
+$172.0K
1,777
建仓
IJT
ISHARES TR
+$159.0K
1,270
