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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
23Q4 调仓
2023-09-30 → 2023-12-31 · 共 150 项
建仓 1
增持 86
减持 58
清仓 5
方向
标的
Δ市值
现股数(环比)
增持
VO
VANGUARD INDEX FDS
+$10.8M
380,897
+2%
增持
VOO
VANGUARD INDEX FDS
+$9.1M
132,233
+7%
增持
KE
KIMBALL ELECTRONICS INC
+$7.9M
404,571
+272%
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
QQQ
INVESCO QQQ TR
+$7.6M
93,807
+9%
增持
DFIS
DIMENSIONAL ETF TRUST
+$4.1M
1,098,618
+7%
增持
FIXD
FIRST TR EXCHNG TRADED FD VI
+$3.9M
317,731
+30%
增持
JNK
SPDR SER TR
+$3.9M
42,158
+3101%
增持
VBK
VANGUARD INDEX FDS
+$3.8M
63,061
+18%
增持
DFAI
DIMENSIONAL ETF TRUST
+$3.5M
857,521
+6%
增持
DFAT
DIMENSIONAL ETF TRUST
+$2.9M
391,889
+1%
减持
IVW
ISHARES TR
-$2.4M
3,784
-90%
增持
AVEM
AMERICAN CENTY ETF TR
+$2.3M
599,281
+1%
减持
IJT
ISHARES TR
-$2.3M
2,351
-90%
增持
SCHM
SCHWAB STRATEGIC TR
+$2.3M
168,186
+9%
增持
SCZ
ISHARES TR
+$2.2M
127,035
+28%
减持
IWF
ISHARES TR
-$2.2M
2,020
-81%
减持
MDYG
SPDR SER TR
-$2.2M
3,016
-92%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$2.2M
371,090
+12%
增持
DFAS
DIMENSIONAL ETF TRUST
+$2.2M
246,671
+4%
增持
DFLV
DIMENSIONAL ETF TRUST
+$2.1M
364,644
+17%
减持
MDY
SPDR S&P MIDCAP 400 ETF TR
-$2.1M
787
-86%
增持
FANG
DIAMONDBACK ENERGY INC
+$2.1M
15,221
+748%
增持
SPYM
SPDR SER TR
+$2.0M
263,328
+4%
增持
MSFT
MICROSOFT CORP
+$2.0M
23,806
+8%
增持
REET
ISHARES TR
+$2.0M
617,187
+1%
增持
VNQ
VANGUARD INDEX FDS
+$2.0M
95,294
+11%
减持
IJS
ISHARES TR
-$1.8M
24,176
-50%
增持
MRSH
MARSH & MCLENNAN COS INC
+$1.8M
9,828
+3724%
减持
VVV
VALVOLINE INC
-$1.7M
2,435
-96%
增持
VTI
VANGUARD INDEX FDS
+$1.7M
11,951
+128%
减持
AMZN
AMAZON COM INC
+$1.7M
68,447
-1%
减持
SPY
SPDR S&P 500 ETF TR
-$1.5M
11,694
-21%
减持
TIP
ISHARES TR
-$1.5M
36,410
-30%
减持
SPYV
SPDR SER TR
+$1.4M
407,724
-5%
增持
SPDW
SPDR INDEX SHS FDS
+$1.4M
144,360
+26%
增持
FVD
FIRST TR VALUE LINE DIVID IN
+$1.3M
42,757
+304%
减持
AVGO
BROADCOM INC
+$1.3M
5,901
-7%
增持
SPSM
SPDR SER TR
+$1.3M
200,837
+3%
减持
MFC
MANULIFE FINL CORP
-$1.3M
4,403
-94%
增持
SHY
ISHARES TR
+$1.3M
21,801
+244%
减持
AMAT
APPLIED MATLS INC
+$1.3M
56,811
-1%
减持
DFUS
DIMENSIONAL ETF TRUST
+$1.3M
286,363
-2%
增持
V
VISA INC
+$1.2M
16,369
+21%
增持
DFAE
DIMENSIONAL ETF TRUST
+$1.1M
306,230
+10%
增持
VB
VANGUARD INDEX FDS
+$1.1M
24,878
+11%
减持
DFUV
DIMENSIONAL ETF TRUST
+$1.0M
385,708
-1%
减持
VOOG
VANGUARD ADMIRAL FDS INC
+$1.0M
50,529
-1%
减持
MPWR
MONOLITHIC PWR SYS INC
+$1.0M
7,074
-5%
增持
IWM
ISHARES TR
+$972.6K
8,076
+120%
增持
VCSH
VANGUARD SCOTTSDALE FDS
+$970.4K
201,921
+4%
减持
AMD
ADVANCED MICRO DEVICES INC
+$945.4K
21,909
-1%
减持
DFIP
DIMENSIONAL ETF TRUST
-$914.3K
332,492
-10%
增持
BIV
VANGUARD BD INDEX FDS
+$812.9K
93,882
+7%
增持
IEFA
ISHARES TR
+$809.5K
19,833
+118%
减持
SPAB
SPDR SER TR
+$809.2K
644,054
-0%
减持
PHM
PULTE GROUP INC
+$793.7K
32,876
-6%
建仓
FELV
FIDELITY COVINGTON TRUST
+$784.0K
29,198
减持
SPTM
SPDR SER TR
+$762.3K
164,308
-2%
增持
EFV
ISHARES TR
+$699.5K
48,634
+30%
减持
BA
BOEING CO
+$688.9K
11,941
-6%
增持
EMB
ISHARES TR
+$680.9K
8,855
+578%
增持
SYK
STRYKER CORPORATION
+$663.5K
10,406
+16%
减持
NKE
NIKE INC
-$647.6K
6,741
-53%
增持
SCHA
SCHWAB STRATEGIC TR
+$639.9K
62,962
+12%
增持
QCOM
QUALCOMM INC
+$625.4K
5,528
+253%
减持
AVRE
AMERICAN CENTY ETF TR
+$599.5K
134,999
-3%
减持
KKR
KKR & CO INC
+$593.3K
32,275
-4%
增持
VXUS
VANGUARD STAR FDS
+$592.3K
13,553
+275%
增持
—
INVESCO EXCH TRD SLF IDX FD
+$579.5K
30,137
+542%
增持
APH
AMPHENOL CORP NEW
+$579.0K
5,858
+29190%
减持
AVDE
AMERICAN CENTY ETF TR
+$575.8K
124,162
-0%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$566.6K
5,025
+21%
增持
LLY
ELI LILLY & CO
+$564.4K
9,213
+3%
增持
EXPD
EXPEDITORS INTL WASH INC
+$562.4K
4,978
+706%
减持
SHAK
SHAKE SHACK INC
+$561.2K
38,179
-2%
增持
—
ACCENTURE PLC IRELAND
+$544.8K
1,983
+303%
增持
SLYV
SPDR SER TR
+$538.1K
47,771
+0%
增持
IWO
ISHARES TR
+$536.9K
17,514
+1%
增持
SHW
SHERWIN WILLIAMS CO
+$534.7K
1,725
+13169%
增持
ROP
ROPER TECHNOLOGIES INC
+$533.7K
1,845
+89%
增持
KO
COCA COLA CO
+$524.5K
12,351
+240%
增持
ZBRA
ZEBRA TECHNOLOGIES CORPORATI
+$522.5K
1,915
+47775%
增持
WSR
WHITESTONE REIT
+$518.1K
153,016
+8%
增持
ICE
INTERCONTINENTAL EXCHANGE IN
+$516.8K
4,151
+2705%
减持
MEDP
MEDPACE HLDGS INC
+$511.1K
8,199
-1%
增持
FAST
FASTENAL CO
+$507.9K
8,069
+2900%
增持
DHR
DANAHER CORPORATION
+$502.5K
2,481
+761%
增持
—
CHECK POINT SOFTWARE TECH LT
+$500.5K
3,450
+1625%
增持
FNDX
SCHWAB STRATEGIC TR
+$496.5K
12,639
+147%
增持
WMT
WALMART INC
+$495.7K
9,303
+53%
增持
FISV
FISERV INC
+$487.0K
4,126
+663%
增持
ITW
ILLINOIS TOOL WKS INC
+$486.5K
2,354
+317%
减持
NVDA
NVIDIA CORPORATION
+$485.9K
14,205
-6%
减持
HAL
HALLIBURTON CO
-$475.1K
58,132
-9%
减持
VYM
VANGUARD WHITEHALL FDS
-$466.0K
10,624
-34%
增持
PNC
PNC FINL SVCS GROUP INC
+$464.9K
10,637
+10%
增持
CVS
CVS HEALTH CORP
+$463.3K
6,452
+875%
清仓
—
NORTHERN LTS FD TR IV
-$442.0K
0
-100%
减持
APA
APA CORPORATION
-$438.5K
54,841
-6%
减持
JPM
JPMORGAN CHASE & CO
+$433.4K
22,094
-4%
增持
DLS
WISDOMTREE TR
+$422.9K
30,496
+15%
增持
SUB
ISHARES TR
+$422.9K
4,066
+7161%
增持
CHD
CHURCH & DWIGHT CO INC
+$419.0K
4,509
+5536%
增持
GOOGL
ALPHABET INC
+$416.0K
15,650
+16%
增持
—
THOMSON REUTERS CORP.
+$407.4K
16,298
+1%
增持
FDX
FEDEX CORP
+$407.1K
3,221
+109%
增持
BNDX
VANGUARD CHARLOTTE FDS
+$399.2K
11,508
+226%
减持
PH
PARKER-HANNIFIN CORP
+$386.9K
7,050
-4%
增持
SPEM
SPDR INDEX SHS FDS
+$385.7K
75,701
+11%
减持
OMF
ONEMAIN HLDGS INC
+$378.2K
42,719
-1%
增持
HBAN
HUNTINGTON BANCSHARES INC
+$371.8K
149,026
+2%
减持
ASX
ASE TECHNOLOGY HLDG CO LTD
+$368.0K
200,499
-1%
减持
—
DIREXION SHS ETF TR
-$362.4K
1,903
-92%
增持
FNDA
SCHWAB STRATEGIC TR
+$358.9K
8,079
+344%
增持
XLK
SELECT SECTOR SPDR TR
+$356.7K
9,082
+7%
减持
GE
GENERAL ELECTRIC CO
+$355.7K
24,294
-2%
增持
SPXL
DIREXION SHS ETF TR
+$351.3K
3,538
+1569%
减持
DVN
DEVON ENERGY CORP NEW
-$350.7K
42,150
-11%
增持
META
META PLATFORMS INC
+$349.0K
5,633
+3%
减持
SPYG
SPDR SER TR
+$347.5K
63,173
-0%
减持
PFGC
PERFORMANCE FOOD GROUP CO
+$346.1K
35,969
-1%
减持
ATRC
ATRICURE INC
-$343.8K
18,633
-19%
减持
NFLX
NETFLIX INC
-$319.2K
1,329
-48%
增持
SCHX
SCHWAB STRATEGIC TR
+$312.4K
25,774
+14%
减持
HLT
HILTON WORLDWIDE HLDGS INC
+$308.1K
10,874
-2%
清仓
HAS
HASBRO INC
-$307.0K
0
-100%
减持
AVDV
AMERICAN CENTY ETF TR
-$305.6K
623,835
-8%
增持
MCD
MCDONALDS CORP
+$303.4K
7,391
+3%
减持
ABNB
AIRBNB INC
-$302.2K
189
-92%
增持
NBIX
NEUROCRINE BIOSCIENCES INC
+$296.1K
2,257
+20418%
减持
EFA
ISHARES TR
+$287.5K
71,101
-3%
清仓
—
NORTHERN LTS FD TR IV
-$285.4K
0
-100%
减持
PLD
PROLOGIS INC.
+$281.1K
13,780
-1%
减持
COP
CONOCOPHILLIPS
-$270.7K
20,109
-8%
减持
JCPB
J P MORGAN EXCHANGE TRADED F
-$268.9K
4,951
-56%
减持
BP
BP PLC
-$264.8K
79,649
-0%
清仓
DSEP
FIRST TR EXCHNG TRADED FD VI
-$263.2K
0
-100%
增持
COST
COSTCO WHSL CORP NEW
+$260.0K
2,125
+5%
减持
SCHZ
SCHWAB STRATEGIC TR
-$255.7K
319,621
-7%
增持
SLYG
SPDR SER TR
+$252.6K
20,913
+2%
增持
TSLA
TESLA INC
+$251.1K
13,466
+9%
清仓
TTMI
TTM TECHNOLOGIES INC
-$247.8K
0
-100%
增持
EEM
ISHARES TR
+$243.3K
69,671
+3%
增持
—
INVESCO EXCH TRD SLF IDX FD
+$243.0K
13,309
+814%
减持
MMM
3M CO
+$241.0K
18,665
-3%
减持
—
AON PLC
-$240.7K
5,238
-4%
减持
AAPL
APPLE INC
+$239.3K
89,564
-10%
增持
VMC
VULCAN MATLS CO
+$237.3K
9,295
+0%
减持
LDSF
FIRST TR EXCHNG TRADED FD VI
-$234.5K
32,408
-30%
增持
HNDL
STRATEGY SHS
+$226.6K
25,065
+64%
