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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
23Q2 调仓
2023-03-31 → 2023-06-30 · 共 150 项
建仓 6
增持 69
减持 67
清仓 8
方向
标的
Δ市值
现股数(环比)
增持
VOO
VANGUARD INDEX FDS
+$8.5M
115,740
+13%
增持
VO
VANGUARD INDEX FDS
+$7.3M
358,395
+6%
增持
QQQ
INVESCO QQQ TR
+$5.7M
79,440
+8%
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
AMZN
AMAZON COM INC
+$4.7M
66,003
+76%
增持
GOOG
ALPHABET INC
+$3.1M
34,802
+231%
增持
AAPL
APPLE INC
+$3.1M
86,181
+4%
增持
DFLV
DIMENSIONAL ETF TRUST
+$2.9M
246,757
+79%
增持
DFAI
DIMENSIONAL ETF TRUST
+$2.8M
710,260
+16%
增持
AVEM
AMERICAN CENTY ETF TR
+$2.7M
552,348
+8%
增持
UCON
FIRST TR EXCHNG TRADED FD VI
+$2.6M
1,038,912
+12%
减持
ADBE
ADOBE SYSTEMS INCORPORATED
-$2.6M
1,060
-87%
增持
EFA
ISHARES TR
+$2.6M
73,837
+90%
增持
GE
GENERAL ELECTRIC CO
+$2.5M
24,324
+1741%
增持
DFIS
DIMENSIONAL ETF TRUST
+$2.4M
925,898
+14%
增持
DFAS
DIMENSIONAL ETF TRUST
+$2.3M
214,442
+20%
增持
COTY
COTY INC
+$2.2M
178,609
+55715%
减持
NVDA
NVIDIA CORPORATION
+$2.1M
15,532
-3%
建仓
—
THOMSON REUTERS CORP.
+$2.1M
15,611
清仓
CALY
TOPGOLF CALLAWAY BRANDS CORP
-$2.0M
0
-100%
增持
DFAT
DIMENSIONAL ETF TRUST
+$2.0M
377,093
+8%
增持
VBK
VANGUARD INDEX FDS
+$1.9M
45,904
+15%
减持
HON
HONEYWELL INTL INC
-$1.9M
1,147
-90%
增持
SPAB
SPDR SER TR
+$1.9M
600,923
+16%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$1.7M
3,967
-86%
增持
VCSH
VANGUARD SCOTTSDALE FDS
+$1.7M
174,480
+16%
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
-$1.7M
513
-97%
增持
MCD
MCDONALDS CORP
+$1.6M
6,107
+888%
增持
DFIP
DIMENSIONAL ETF TRUST
+$1.6M
335,382
+17%
建仓
ASX
ASE TECHNOLOGY HLDG CO LTD
+$1.5M
197,623
减持
CFG
CITIZENS FINL GROUP INC
-$1.5M
73
-100%
增持
SPY
SPDR S&P 500 ETF TR
+$1.5M
18,091
+14%
减持
EEM
ISHARES TR
-$1.4M
39,434
-47%
减持
AVGO
BROADCOM INC
+$1.3M
6,156
-2%
增持
BIV
VANGUARD BD INDEX FDS
+$1.3M
77,235
+31%
减持
DHI
D R HORTON INC
-$1.3M
4,919
-74%
减持
AMAT
APPLIED MATLS INC
+$1.2M
57,556
-0%
增持
REET
ISHARES TR
+$1.2M
582,283
+10%
增持
MSFT
MICROSOFT CORP
+$1.2M
19,939
+3%
增持
SGOL
ABRDN GOLD ETF TRUST
+$1.2M
84,604
+360%
增持
SLV
ISHARES SILVER TR
+$1.2M
77,206
+275%
增持
VNQ
VANGUARD INDEX FDS
+$1.1M
75,257
+21%
增持
DFAE
DIMENSIONAL ETF TRUST
+$1.1M
244,312
+22%
增持
VB
VANGUARD INDEX FDS
+$1.1M
19,122
+33%
增持
SHAK
SHAKE SHACK INC
+$1.0M
38,953
+8%
减持
DFUS
DIMENSIONAL ETF TRUST
+$930.8K
294,743
-1%
增持
PHM
PULTE GROUP INC
+$917.7K
34,709
+14%
增持
TSLA
TESLA INC
+$906.6K
10,756
+17%
减持
MANH
MANHATTAN ASSOCIATES INC
+$902.8K
21,470
-2%
减持
VOOG
VANGUARD ADMIRAL FDS INC
+$893.5K
51,151
-3%
增持
NFLX
NETFLIX INC
+$777.3K
2,232
+274%
清仓
—
KIMBALL INTL INC
-$769.5K
0
-100%
减持
PYPL
PAYPAL HLDGS INC
-$738.6K
2,440
-79%
减持
LQD
ISHARES TR
-$681.4K
1,897
-77%
减持
FIXD
FIRST TR EXCHNG TRADED FD VI
-$664.9K
255,462
-4%
减持
IJR
ISHARES TR
-$621.8K
5,204
-56%
增持
GOOGL
ALPHABET INC
+$613.2K
13,204
+42%
减持
SCHZ
SCHWAB STRATEGIC TR
-$594.9K
348,963
-2%
减持
SPYM
SPDR SER TR
+$577.3K
259,135
-3%
减持
SPYV
SPDR SER TR
+$511.3K
442,086
-3%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$481.2K
8,349
+9%
减持
LLY
LILLY ELI & CO
+$436.6K
3,920
-4%
减持
USMV
ISHARES TR
-$423.9K
999
-85%
减持
DIS
DISNEY WALT CO
-$415.3K
24,154
-6%
增持
PH
PARKER-HANNIFIN CORP
+$409.5K
7,384
+0%
减持
IGSB
ISHARES TR
-$404.1K
269,467
-2%
增持
—
EATON CORP PLC
+$398.2K
13,318
+0%
建仓
BBBY
OVERSTOCK COM INC DEL
+$392.5K
12,050
增持
VVV
VALVOLINE INC
+$385.7K
57,800
+13%
减持
KE
KIMBALL ELECTRONICS INC
+$379.5K
108,715
-0%
减持
DFUV
DIMENSIONAL ETF TRUST
+$378.1K
391,405
-0%
增持
APO
APOLLO GLOBAL MGMT INC
+$353.9K
6,994
+141%
减持
LOW
LOWES COS INC
+$350.6K
14,684
-1%
增持
KLAC
KLA CORP
+$339.6K
849
+372%
建仓
IYY
ISHARES TR
+$325.8K
3,008
减持
AMD
ADVANCED MICRO DEVICES INC
+$322.7K
22,663
-2%
减持
ULTA
ULTA BEAUTY INC
-$322.4K
50
-92%
清仓
—
FRONTLINE PLC
-$321.9K
0
-100%
清仓
BOOT
BOOT BARN HLDGS INC
-$318.0K
0
-100%
增持
MINT
PIMCO ETF TR
+$316.9K
3,746
+555%
建仓
GIII
G III APPAREL GROUP LTD
+$315.9K
16,391
减持
AR
ANTERO RESOURCES CORP
-$312.4K
10,978
-55%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$305.9K
4,272
-3%
减持
META
META PLATFORMS INC
+$304.5K
4,451
-3%
增持
SWBI
SMITH & WESSON BRANDS INC
+$303.7K
23,761
+4652%
减持
SGOV
ISHARES TR
-$297.2K
2,020
-59%
清仓
—
VECTOR GROUP LTD
-$295.5K
0
-100%
减持
ODFL
OLD DOMINION FREIGHT LINE IN
-$291.2K
32
-96%
减持
SPTM
SPDR SER TR
+$291.1K
171,067
-4%
增持
HAS
HASBRO INC
+$288.4K
4,559
+3434%
减持
EVRG
EVERGY INC
-$285.0K
4,335
-51%
增持
WLK
WESTLAKE CORPORATION
+$278.9K
14,356
+16%
建仓
TTMI
TTM TECHNOLOGIES INC
+$271.8K
19,556
减持
DVN
DEVON ENERGY CORP NEW
-$269.7K
48,861
-6%
清仓
PLNT
PLANET FITNESS INC
-$268.7K
0
-100%
增持
URNM
SPROTT FDS TR
+$266.3K
11,593
+196%
增持
JNJ
JOHNSON & JOHNSON
+$260.5K
19,468
+2%
减持
OMF
ONEMAIN HLDGS INC
+$259.9K
42,828
-1%
减持
SPTS
SPDR SER TR
-$258.8K
22,812
-27%
增持
NVST
ENVISTA HOLDINGS CORPORATION
-$258.3K
38,991
+1%
增持
VTI
VANGUARD INDEX FDS
+$255.0K
5,246
+19%
增持
MTG
MGIC INVT CORP WIS
+$253.7K
104,142
+0%
增持
UPRO
PROSHARES TR
+$251.9K
5,896
+728%
减持
VWO
VANGUARD INTL EQUITY INDEX F
-$251.4K
335,928
-2%
增持
—
MEDTRONIC PLC
+$250.8K
22,965
+4%
清仓
STAA
STAAR SURGICAL CO
-$249.8K
0
-100%
减持
CRM
SALESFORCE INC
-$248.9K
1,377
-49%
减持
IWF
ISHARES TR
+$244.7K
12,514
-4%
减持
APA
APA CORPORATION
-$234.0K
60,229
-5%
增持
ATRC
ATRICURE INC
+$230.0K
22,194
+6%
增持
MRK
MERCK & CO INC
+$225.7K
23,874
+0%
增持
GDXJ
VANECK ETF TRUST
+$222.0K
10,639
+167%
减持
—
DIREXION SHS ETF TR
-$221.0K
3,284
-78%
增持
PR
PERMIAN RESOURCES CORP
+$218.8K
211,631
+6%
减持
IWO
ISHARES TR
+$210.6K
17,942
-2%
增持
TECL
DIREXION SHS ETF TR
+$207.6K
3,867
+10642%
减持
IVW
ISHARES TR
+$206.8K
42,611
-3%
减持
TGT
TARGET CORP
-$204.5K
4,632
-6%
减持
SPLV
INVESCO EXCH TRADED FD TR II
-$198.0K
793
-80%
增持
SYK
STRYKER CORPORATION
+$192.2K
8,786
+1%
减持
MPWR
MONOLITHIC PWR SYS INC
+$188.5K
7,625
-3%
清仓
CHRS
COHERUS BIOSCIENCES INC
-$187.5K
0
-100%
减持
IEF
ISHARES TR
-$186.4K
2,340
-44%
增持
WSR
WHITESTONE REIT
+$183.5K
133,064
+11%
减持
JPM
JPMORGAN CHASE & CO
+$182.8K
18,059
-4%
增持
—
AON PLC
+$178.9K
5,287
+1%
增持
RITM
RITHM CAPITAL CORP
+$175.0K
115,441
+2%
增持
CMCSA
COMCAST CORP NEW
+$172.8K
5,338
+313%
增持
AVDV
AMERICAN CENTY ETF TR
-$170.1K
679,249
+1%
减持
PFE
PFIZER INC
-$169.5K
16,704
-13%
增持
—
AMBARELLA INC
+$169.5K
2,038
+15577%
减持
SCHM
SCHWAB STRATEGIC TR
+$164.0K
153,732
-3%
减持
—
NORTHERN LTS FD TR IV
-$163.6K
13,394
-29%
减持
BABA
ALIBABA GROUP HLDG LTD
-$157.3K
1,700
-42%
减持
BSX
BOSTON SCIENTIFIC CORP
+$154.7K
44,559
-1%
减持
SCZ
ISHARES TR
-$152.4K
101,317
-2%
增持
SCHX
SCHWAB STRATEGIC TR
+$145.6K
22,442
+5%
减持
USHY
ISHARES TR
-$144.8K
1,807
-69%
减持
VONG
VANGUARD SCOTTSDALE FDS
-$144.4K
2,045
-56%
减持
AVAV
AEROVIRONMENT INC
-$144.1K
20
-99%
增持
VBR
VANGUARD INDEX FDS
+$138.8K
5,574
+13%
减持
CVX
CHEVRON CORP NEW
-$137.4K
4,996
-12%
减持
OKE
ONEOK INC NEW
-$137.3K
28,008
-5%
减持
QCOM
QUALCOMM INC
-$136.8K
1,229
-45%
减持
V
VISA INC
+$131.6K
12,838
-1%
减持
PG
PROCTER AND GAMBLE CO
-$130.7K
6,365
-14%
增持
IWM
ISHARES TR
+$130.7K
3,608
+18%
减持
GRBK
GREEN BRICK PARTNERS INC
-$128.0K
34
-99%
减持
NEM
NEWMONT CORP
-$127.7K
12,780
-7%
增持
KKR
KKR & CO INC
+$127.4K
33,495
+1%
增持
C
CITIGROUP INC
+$127.1K
27,162
+13%
