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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
24Q2 调仓
2024-03-31 → 2024-06-30 · 共 150 项
建仓 14
增持 83
减持 51
清仓 2
方向
标的
Δ市值
现股数(环比)
增持
EFV
ISHARES TR
+$30.4M
650,928
+760%
减持
AVDV
AMERICAN CENTY ETF TR
-$27.6M
182,141
-70%
增持
IEFA
ISHARES TR
+$22.9M
381,118
+485%
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
+$15.9M
151,991
+62%
减持
DFIS
DIMENSIONAL ETF TRUST
-$13.8M
524,398
-51%
增持
QQQ
INVESCO QQQ TR
+$12.7M
129,670
+17%
增持
VOO
VANGUARD INDEX FDS
+$8.4M
204,548
+5%
增持
NVDA
NVIDIA CORPORATION
+$7.6M
169,693
+1049%
增持
FVD
FIRST TR VALUE LINE DIVID IN
+$7.0M
368,136
+93%
增持
LLY
ELI LILLY & CO
+$6.4M
15,144
+61%
增持
SPYM
SPDR SER TR
+$6.2M
361,580
+32%
减持
VO
VANGUARD INDEX FDS
-$5.8M
378,086
-3%
增持
SUB
ISHARES TR
+$5.6M
83,126
+178%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$5.5M
610,853
+20%
增持
FMB
FIRST TR EXCHANGE-TRADED FD
+$5.2M
151,651
+202%
增持
IWM
ISHARES TR
+$4.6M
58,236
+121%
建仓
CFA
VICTORY PORTFOLIOS II
+$4.1M
51,420
增持
AMZN
AMAZON COM INC
+$3.9M
74,608
+28%
增持
FIXD
FIRST TR EXCHNG TRADED FD VI
+$3.9M
480,184
+25%
增持
SHY
ISHARES TR
+$3.6M
88,477
+101%
增持
MSFT
MICROSOFT CORP
+$3.5M
31,574
+26%
减持
SCZ
ISHARES TR
-$3.5M
122,123
-30%
减持
UCON
FIRST TR EXCHNG TRADED FD VI
-$3.2M
907,877
-12%
增持
MCD
MCDONALDS CORP
+$3.1M
19,973
+186%
增持
—
VISTA OUTDOOR INC
+$2.9M
78,071
+177334%
建仓
—
SELECT MED HLDGS CORP
+$2.8M
80,070
减持
JNJ
JOHNSON & JOHNSON
-$2.6M
16,266
-49%
增持
EEM
ISHARES TR
+$2.6M
74,726
+421%
增持
SPY
SPDR S&P 500 ETF TR
+$2.5M
25,255
+44%
增持
DGRO
ISHARES TR
+$2.1M
39,204
+1450%
增持
COST
COSTCO WHSL CORP NEW
+$2.0M
4,343
+85%
增持
XLK
SELECT SECTOR SPDR TR
+$1.9M
18,053
+76%
建仓
—
SILA REALTY TRUST INC
+$1.9M
90,210
增持
BSJQ
INVESCO EXCH TRD SLF IDX FD
+$1.9M
116,266
+247%
减持
DFAI
DIMENSIONAL ETF TRUST
-$1.9M
759,032
-6%
增持
VXF
VANGUARD INDEX FDS
+$1.9M
11,577
+2267%
增持
ABBV
ABBVIE INC
+$1.8M
16,132
+202%
增持
AVGO
BROADCOM INC
+$1.7M
5,695
+2%
增持
AMAT
APPLIED MATLS INC
+$1.7M
56,319
+0%
减持
SCHZ
SCHWAB STRATEGIC TR
-$1.7M
271,990
-11%
增持
GOOG
ALPHABET INC
+$1.7M
41,908
+6%
增持
SCHD
SCHWAB STRATEGIC TR
+$1.7M
24,294
+731%
增持
SCHG
SCHWAB STRATEGIC TR
+$1.6M
19,152
+433%
增持
SPYG
SPDR SER TR
+$1.6M
75,500
+24%
减持
VCSH
VANGUARD SCOTTSDALE FDS
-$1.6M
172,964
-10%
减持
DFIP
DIMENSIONAL ETF TRUST
-$1.4M
325,719
-9%
建仓
GLTR
ABRDN PRECIOUS METALS BASKET
+$1.4M
13,737
减持
SPYV
SPDR SER TR
-$1.4M
360,112
-5%
减持
DFAS
DIMENSIONAL ETF TRUST
-$1.4M
215,522
-6%
建仓
DON
WISDOMTREE TR
+$1.4M
29,093
建仓
HNI
HNI CORP
+$1.3M
28,558
增持
RDVY
FIRST TR EXCHANGE-TRADED FD
+$1.2M
24,628
+890%
增持
FSTA
FIDELITY COVINGTON TRUST
+$1.2M
25,528
+77258%
增持
META
META PLATFORMS INC
+$1.2M
7,830
+39%
减持
ORCL
ORACLE CORP
-$1.2M
2,907
-77%
增持
SDY
SPDR SER TR
+$1.2M
10,347
+934%
增持
GLD
SPDR GOLD TR
+$1.1M
7,317
+247%
减持
DFAT
DIMENSIONAL ETF TRUST
-$1.1M
383,321
-1%
减持
VNQ
VANGUARD INDEX FDS
-$1.1M
21,989
-35%
增持
VBK
VANGUARD INDEX FDS
+$1.1M
84,398
+10%
增持
FHLC
FIDELITY COVINGTON TRUST
+$1.1M
15,689
+15747%
减持
DFUV
DIMENSIONAL ETF TRUST
-$1.1M
361,504
-3%
减持
PG
PROCTER AND GAMBLE CO
-$1.1M
13,082
-34%
增持
MPWR
MONOLITHIC PWR SYS INC
+$1.0M
6,969
+1%
减持
SCHM
SCHWAB STRATEGIC TR
-$1.0M
158,563
-4%
减持
DFLV
DIMENSIONAL ETF TRUST
-$1.0M
310,169
-7%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$1.0M
9,022
+212%
建仓
DIVB
ISHARES TR
+$1.0M
22,771
增持
IVV
ISHARES TR
+$1.0M
9,276
+20%
增持
TSLA
TESLA INC
+$990.4K
17,334
+25%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$946.1K
7,319
+243%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$940.3K
17,156
+2986%
建仓
GEV
GE VERNOVA INC
+$894.6K
5,216
建仓
RLY
SSGA ACTIVE ETF TR
+$884.1K
31,996
减持
SPAB
SPDR SER TR
-$879.5K
650,856
-4%
增持
SCHB
SCHWAB STRATEGIC TR
+$852.2K
18,192
+281%
增持
KO
COCA COLA CO
+$831.0K
23,625
+115%
增持
VV
VANGUARD INDEX FDS
+$793.7K
3,213
+9080%
减持
MRK
MERCK & CO INC
-$792.2K
26,348
-14%
建仓
EES
WISDOMTREE TR
+$790.5K
16,772
减持
BIV
VANGUARD BD INDEX FDS
-$755.5K
89,302
-10%
减持
EFA
ISHARES TR
-$742.8K
70,864
-10%
增持
PFE
PFIZER INC
+$725.7K
59,427
+76%
减持
AVEM
AMERICAN CENTY ETF TR
-$722.2K
522,417
-7%
增持
XLV
SELECT SECTOR SPDR TR
+$700.9K
7,935
+157%
减持
VXUS
VANGUARD STAR FDS
-$691.1K
2,879
-80%
减持
TIP
ISHARES TR
-$689.1K
27,292
-19%
建仓
IUS
INVESCO EXCH TRD SLF IDX FD
+$681.8K
14,376
增持
HD
HOME DEPOT INC
+$675.3K
6,772
+57%
增持
GOOGL
ALPHABET INC
+$669.8K
17,769
+4%
增持
IWY
ISHARES TR
+$646.7K
3,038
+12052%
建仓
FTNT
FORTINET INC
+$643.0K
10,668
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$634.6K
8,813
+26%
增持
IAGG
ISHARES TR
+$601.4K
12,053
+200783%
减持
SPSM
SPDR SER TR
-$585.0K
177,756
-4%
增持
CAT
CATERPILLAR INC
+$583.3K
3,445
+124%
减持
IGSB
ISHARES TR
-$578.5K
237,021
-4%
减持
SYK
STRYKER CORPORATION
-$559.2K
9,481
-10%
减持
IWO
ISHARES TR
-$556.1K
15,843
-9%
减持
USB
US BANCORP DEL
-$555.2K
7,221
-62%
清仓
—
FORTINET INC
-$550.2K
0
-100%
增持
VTI
VANGUARD INDEX FDS
+$541.6K
16,322
+11%
建仓
RODM
LATTICE STRATEGIES TR
+$530.4K
19,202
清仓
ATRC
ATRICURE INC
-$525.4K
0
-100%
减持
FAST
FASTENAL CO
-$525.1K
4,119
-59%
增持
WWD
WOODWARD INC
+$523.7K
22,074
+2%
减持
CVS
CVS HEALTH CORP
-$499.7K
987
-86%
减持
LOW
LOWES COS INC
-$498.1K
14,182
-0%
增持
DE
DEERE & CO
+$497.6K
1,773
+342%
增持
BSX
BOSTON SCIENTIFIC CORP
+$496.7K
46,100
+3%
减持
QDEL
QUIDELORTHO CORP
-$495.3K
15,084
-27%
增持
CRM
SALESFORCE INC
+$485.7K
3,081
+203%
减持
SHW
SHERWIN WILLIAMS CO
-$484.2K
385
-78%
减持
INTC
INTEL CORP
-$483.1K
13,880
-33%
增持
ABT
ABBOTT LABS
+$477.1K
11,120
+86%
增持
OEF
ISHARES TR
+$471.9K
2,015
+722%
增持
AGGY
WISDOMTREE TR
+$470.6K
10,970
+73033%
增持
CVX
CHEVRON CORP NEW
+$470.4K
8,471
+56%
减持
FISV
FISERV INC
-$456.3K
1,562
-64%
减持
ICE
INTERCONTINENTAL EXCHANGE IN
-$451.3K
1,088
-75%
增持
HON
HONEYWELL INTL INC
+$448.4K
3,251
+171%
增持
VLO
VALERO ENERGY CORP
+$448.3K
2,976
+2681%
增持
ESGV
VANGUARD WORLD FD
+$448.1K
22,158
+22%
增持
SHAK
SHAKE SHACK INC
-$442.3K
37,946
+2%
减持
BNDX
VANGUARD CHARLOTTE FDS
-$424.4K
1,719
-83%
增持
NEE
NEXTERA ENERGY INC
+$421.3K
7,151
+438%
减持
—
CHECK POINT SOFTWARE TECH LT
-$418.2K
895
-74%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$418.1K
4,561
-10%
减持
APH
AMPHENOL CORP NEW
-$416.6K
3,887
-34%
增持
FNDX
SCHWAB STRATEGIC TR
+$415.5K
10,694
+140%
减持
EXPD
EXPEDITORS INTL WASH INC
-$408.9K
943
-78%
增持
XLE
SELECT SECTOR SPDR TR
+$402.3K
5,207
+580%
增持
WMT
WALMART INC
+$401.3K
30,448
+10%
减持
—
ACCENTURE PLC IRELAND
-$400.6K
947
-52%
减持
DHR
DANAHER CORPORATION
-$398.2K
881
-64%
减持
ITW
ILLINOIS TOOL WKS INC
-$390.6K
1,870
-40%
增持
NSC
NORFOLK SOUTHN CORP
+$390.2K
1,865
+4563%
增持
SCHX
SCHWAB STRATEGIC TR
+$387.0K
24,106
+29%
减持
COTY
COTY INC
-$384.5K
168,988
-3%
减持
AVDE
AMERICAN CENTY ETF TR
-$383.5K
116,738
-3%
增持
IWF
ISHARES TR
+$380.9K
7,785
+7%
减持
MPC
MARATHON PETE CORP
-$379.8K
2,328
-40%
增持
VUG
VANGUARD INDEX FDS
+$379.8K
2,448
+57%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$376.8K
3,176
+271%
建仓
JHMM
JOHN HANCOCK EXCHANGE TRADED
+$374.9K
6,811
增持
FBND
FIDELITY MERRIMACK STR TR
+$374.5K
8,500
+5083%
增持
XLI
SELECT SECTOR SPDR TR
+$371.6K
5,571
+128%
增持
VMBS
VANGUARD SCOTTSDALE FDS
+$370.3K
8,777
+1320%
减持
JNK
SPDR SER TR
-$369.7K
35,368
-9%
增持
SRE
SEMPRA
+$366.4K
5,993
+381%
