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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
23Q1 调仓
2022-12-31 → 2023-03-31 · 共 150 项
建仓 9
增持 92
减持 44
清仓 5
方向
标的
Δ市值
现股数(环比)
增持
VOO
VANGUARD INDEX FDS
+$7.5M
102,755
+16%
增持
VO
VANGUARD INDEX FDS
+$6.7M
339,450
+7%
增持
QQQ
INVESCO QQQ TR
+$5.9M
73,667
+10%
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
AAPL
APPLE INC
+$4.6M
82,553
+19%
增持
AVEM
AMERICAN CENTY ETF TR
+$3.4M
510,628
+9%
增持
DFLV
DIMENSIONAL ETF TRUST
+$3.0M
137,914
+773%
增持
DFAI
DIMENSIONAL ETF TRUST
+$2.9M
614,718
+13%
增持
DFIS
DIMENSIONAL ETF TRUST
+$2.9M
812,904
+11%
增持
BP
BP PLC
+$2.7M
73,557
+4739%
减持
JNJ
JOHNSON & JOHNSON
-$2.7M
19,108
-40%
增持
DFIP
DIMENSIONAL ETF TRUST
+$2.7M
285,503
+23%
减持
AR
ANTERO RESOURCES CORP
-$2.6M
24,480
-76%
增持
UCON
FIRST TR EXCHNG TRADED FD VI
+$2.6M
928,539
+13%
增持
KE
KIMBALL ELECTRONICS INC
+$2.6M
108,890
+11184%
增持
AVDV
AMERICAN CENTY ETF TR
+$2.3M
671,471
+1%
增持
SPAB
SPDR SER TR
+$2.2M
517,367
+16%
建仓
PR
PERMIAN RESOURCES CORP
+$2.1M
200,062
建仓
PFGC
PERFORMANCE FOOD GROUP CO
+$2.1M
34,540
增持
SHAK
SHAKE SHACK INC
+$2.0M
36,171
+44556%
减持
NVDA
NVIDIA CORPORATION
+$2.0M
16,016
-5%
增持
VCSH
VANGUARD SCOTTSDALE FDS
+$1.7M
150,597
+16%
减持
EXE
CHESAPEAKE ENERGY CORP
-$1.7M
1,965
-90%
增持
AMZN
AMAZON COM INC
+$1.6M
37,491
+41%
增持
DFAS
DIMENSIONAL ETF TRUST
+$1.6M
178,719
+17%
清仓
EA
ELECTRONIC ARTS INC
-$1.6M
0
-100%
增持
AMAT
APPLIED MATLS INC
+$1.5M
57,571
+1%
增持
DFAT
DIMENSIONAL ETF TRUST
+$1.4M
349,171
+9%
减持
EEM
ISHARES TR
-$1.4M
74,651
-35%
增持
DFAE
DIMENSIONAL ETF TRUST
+$1.4M
201,072
+37%
增持
BIV
VANGUARD BD INDEX FDS
+$1.3M
59,020
+37%
增持
REET
ISHARES TR
+$1.3M
529,566
+11%
增持
VBK
VANGUARD INDEX FDS
+$1.3M
39,755
+8%
增持
MPWR
MONOLITHIC PWR SYS INC
+$1.2M
7,853
+1%
减持
PG
PROCTER AND GAMBLE CO
-$1.2M
7,375
-51%
增持
MSFT
MICROSOFT CORP
+$1.1M
19,324
+4%
减持
SPY
SPDR S&P 500 ETF TR
-$1.0M
15,931
-19%
减持
PEP
PEPSICO INC
-$942.2K
4,161
-56%
减持
MRK
MERCK & CO INC
-$942.2K
23,772
-24%
增持
SPYM
SPDR SER TR
+$864.7K
268,457
+0%
减持
ORCL
ORACLE CORP
-$840.7K
1,622
-87%
增持
TSLA
TESLA INC
+$828.5K
9,202
+5%
增持
AMD
ADVANCED MICRO DEVICES INC
+$811.0K
23,047
+3%
增持
VB
VANGUARD INDEX FDS
+$794.1K
14,423
+36%
建仓
—
KIMBALL INTL INC
+$769.5K
62,057
增持
MANH
MANHATTAN ASSOCIATES INC
+$765.1K
21,883
+1%
增持
LQD
ISHARES TR
+$752.4K
8,088
+536%
减持
NFLX
NETFLIX INC
-$724.1K
596
-81%
减持
APA
APA CORPORATION
-$697.7K
63,561
-1%
减持
VOOG
VANGUARD ADMIRAL FDS INC
+$695.2K
52,514
-3%
减持
DFUS
DIMENSIONAL ETF TRUST
+$682.9K
298,537
-1%
增持
META
META PLATFORMS INC
+$676.4K
4,590
+86%
减持
USB
US BANCORP DEL
-$658.8K
2,292
-87%
增持
SPTM
SPDR SER TR
+$605.6K
178,896
+1%
增持
GOOG
ALPHABET INC
+$601.4K
10,529
+89%
增持
AVGO
BROADCOM INC
+$588.3K
6,296
+2%
增持
FIXD
FIRST TR EXCHNG TRADED FD VI
+$587.3K
265,171
+3%
减持
ONEQ
FIDELITY COMWLTH TR
-$565.3K
1,192
-92%
增持
DVN
DEVON ENERGY CORP NEW
-$554.1K
51,999
+0%
减持
DIA
SPDR DOW JONES INDL AVERAGE
-$532.5K
735
-69%
增持
COST
COSTCO WHSL CORP NEW
+$520.0K
2,136
+80%
增持
HAL
HALLIBURTON CO
-$500.9K
65,716
+0%
建仓
SGOV
ISHARES TR
+$500.4K
4,976
增持
GOOGL
ALPHABET INC
+$491.3K
9,325
+73%
减持
INTC
INTEL CORP
-$490.1K
18,918
-55%
减持
AVDE
AMERICAN CENTY ETF TR
+$464.7K
131,031
-1%
增持
VNQ
VANGUARD INDEX FDS
+$456.2K
62,361
+9%
增持
WMT
WALMART INC
+$445.8K
4,798
+160%
增持
PHM
PULTE GROUP INC
+$444.5K
30,517
+4%
增持
CFG
CITIZENS FINL GROUP INC
-$434.9K
50,264
+1%
增持
PRF
INVESCO EXCHANGE TRADED FD T
+$433.4K
2,773
+30711%
减持
FTEC
FIDELITY COVINGTON TRUST
-$422.2K
91
-98%
增持
SYK
STRYKER CORPORATION
+$415.6K
8,717
+3%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$414.8K
7,662
+21%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$412.2K
18,899
+5%
增持
HBAN
HUNTINGTON BANCSHARES INC
-$405.3K
141,544
+0%
增持
IWF
ISHARES TR
+$404.1K
13,092
+0%
减持
ADBE
ADOBE SYSTEMS INCORPORATED
+$392.5K
8,127
-0%
增持
AXP
AMERICAN EXPRESS CO
+$391.0K
2,641
+775%
增持
COP
CONOCOPHILLIPS
-$385.9K
22,356
+1%
增持
BA
BOEING CO
+$383.5K
12,511
+5%
增持
SPDW
SPDR INDEX SHS FDS
+$381.8K
116,696
+3%
增持
—
NORTHERN LTS FD TR IV
+$369.6K
18,747
+152%
增持
IEF
ISHARES TR
+$367.4K
4,161
+785%
增持
PH
PARKER-HANNIFIN CORP
+$365.5K
7,351
+2%
增持
VYM
VANGUARD WHITEHALL FDS
+$358.7K
15,024
+33%
减持
IJR
ISHARES TR
-$356.3K
11,793
-25%
增持
SPYG
SPDR SER TR
+$355.6K
29,313
+17%
增持
UNH
UNITEDHEALTH GROUP INC
-$348.1K
8,190
+3%
清仓
—
FRONTLINE LTD
-$346.3K
0
-100%
减持
SPYV
SPDR SER TR
+$340.7K
456,453
-3%
减持
MMM
3M CO
-$339.6K
17,444
-4%
减持
SCHZ
SCHWAB STRATEGIC TR
+$332.3K
356,065
-1%
建仓
—
FRONTLINE PLC
+$321.9K
19,439
增持
XLK
SELECT SECTOR SPDR TR
+$319.0K
9,946
+5%
增持
NVST
ENVISTA HOLDINGS CORPORATION
+$317.4K
38,595
+3%
减持
JD
JD.COM INC
-$316.9K
233
-96%
建仓
ODFL
OLD DOMINION FREIGHT LINE IN
+$303.0K
889
减持
PNC
PNC FINL SVCS GROUP INC
-$296.4K
8,711
-2%
减持
DIS
DISNEY WALT CO
+$289.7K
25,684
-2%
增持
TFI
SPDR SER TR
+$282.2K
6,391
+1613%
减持
ABT
ABBOTT LABS
-$279.0K
2,899
-44%
清仓
NBIX
NEUROCRINE BIOSCIENCES INC
-$278.4K
0
-100%
建仓
PLNT
PLANET FITNESS INC
+$268.7K
3,459
增持
EFA
ISHARES TR
+$268.5K
38,908
+2%
减持
IGSB
ISHARES TR
-$266.1K
275,489
-3%
减持
HON
HONEYWELL INTL INC
-$264.9K
11,335
-0%
增持
—
SOUTHWESTERN ENERGY CO
+$257.3K
74,286
+281%
增持
NEM
NEWMONT CORP
+$256.5K
13,726
+56%
增持
—
SMARTSHEET INC
+$250.9K
13,196
+37%
建仓
STAA
STAAR SURGICAL CO
+$249.8K
3,906
增持
DHI
D R HORTON INC
+$244.7K
18,970
+5%
增持
IVW
ISHARES TR
+$244.1K
43,768
+0%
减持
UPRO
PROSHARES TR
-$239.3K
712
-91%
减持
NEAR
ISHARES U S ETF TR
-$231.8K
8,526
-36%
增持
BSX
BOSTON SCIENTIFIC CORP
+$228.0K
45,082
+3%
增持
KKR
KKR & CO INC
+$227.6K
33,288
+2%
增持
PRFZ
INVESCO EXCHANGE TRADED FD T
+$226.1K
1,380
+22900%
增持
WLK
WESTLAKE CORPORATION
+$225.8K
12,382
+5%
减持
HD
HOME DEPOT INC
-$225.0K
3,672
-11%
增持
CZR
CAESARS ENTERTAINMENT INC NE
+$218.2K
27,577
+2%
增持
PYPL
PAYPAL HLDGS INC
+$215.9K
11,870
+23%
增持
OMF
ONEMAIN HLDGS INC
+$215.3K
43,453
+4%
减持
FLO
FLOWERS FOODS INC
-$214.4K
312
-96%
增持
—
EATON CORP PLC
+$213.9K
13,307
+1%
减持
ARKK
ARK ETF TR
-$213.8K
2,364
-76%
增持
VONG
VANGUARD SCOTTSDALE FDS
+$212.9K
4,597
+233%
减持
V
VISA INC
+$207.7K
12,938
-1%
清仓
TTMI
TTM TECHNOLOGIES INC
-$206.3K
0
-100%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$203.7K
3,447
-26%
减持
TIP
ISHARES TR
+$202.5K
56,373
-0%
减持
URNM
SPROTT FDS TR
-$201.3K
3,917
-62%
减持
IWM
ISHARES TR
-$200.5K
3,055
-29%
减持
DGRO
ISHARES TR
-$199.9K
2,087
-66%
增持
AGG
ISHARES TR
+$197.6K
19,043
+9%
减持
BABA
ALIBABA GROUP HLDG LTD
-$195.9K
2,926
-48%
增持
NKE
NIKE INC
+$190.9K
22,243
+3%
建仓
CHRS
COHERUS BIOSCIENCES INC
+$187.5K
27,409
减持
—
DUPONT DE NEMOURS INC
-$187.1K
219
-93%
增持
VUG
VANGUARD INDEX FDS
+$184.7K
1,930
+39%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$181.7K
18,913
+18%
增持
PFE
PFIZER INC
-$181.2K
19,172
+2%
增持
WMB
WILLIAMS COS INC
-$179.7K
60,067
+0%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$179.6K
4,398
+3%
增持
CALY
TOPGOLF CALLAWAY BRANDS CORP
+$178.5K
92,527
+0%
清仓
RSPN
INVESCO EXCHANGE TRADED FD T
-$178.3K
0
-100%
增持
CPRT
COPART INC
+$175.7K
2,428
+2030%
增持
IVV
ISHARES TR
+$173.0K
3,707
+5%
增持
VVV
VALVOLINE INC
+$172.4K
51,013
+3%
增持
HLT
HILTON WORLDWIDE HLDGS INC
+$171.8K
10,671
+1%
增持
PLD
PROLOGIS INC.
+$171.1K
13,191
+1%
