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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
24Q3 调仓
2024-06-30 → 2024-09-30 · 共 150 项
建仓 1
增持 119
减持 30
方向
标的
Δ市值
现股数(环比)
增持
VOO
VANGUARD INDEX FDS
+$21.1M
233,947
+14%
增持
AAPL
APPLE INC
+$13.1M
206,001
+36%
增持
GLTR
ABRDN PRECIOUS METALS BASKET
+$11.4M
112,992
+723%
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
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$8.3M
25,777
+192%
增持
FVD
FIRST TR VALUE LINE DIVID IN
+$7.1M
485,874
+32%
增持
FSTA
FIDELITY COVINGTON TRUST
+$6.9M
159,195
+524%
增持
NVDA
NVIDIA CORPORATION
+$6.7M
231,214
+36%
增持
SHY
ISHARES TR
+$6.7M
166,996
+89%
增持
IWM
ISHARES TR
+$5.9M
80,679
+39%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$5.8M
680,396
+11%
增持
FBND
FIDELITY MERRIMACK STR TR
+$5.5M
125,504
+1377%
增持
FHLC
FIDELITY COVINGTON TRUST
+$5.3M
88,170
+462%
增持
XLK
SELECT SECTOR SPDR TR
+$5.3M
41,363
+129%
增持
EFV
ISHARES TR
+$5.0M
687,848
+6%
增持
IEFA
ISHARES TR
+$4.9M
417,055
+9%
增持
JHMM
JOHN HANCOCK EXCHANGE TRADED
+$4.6M
82,127
+1106%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$4.5M
91,359
+433%
增持
QGRO
AMERICAN CENTY ETF TR
+$4.4M
50,121
+2751%
增持
XSHQ
INVESCO EXCH TRADED FD TR II
+$4.2M
98,962
+2975%
增持
GLD
SPDR GOLD TR
+$4.1M
23,425
+220%
增持
—
LAM RESEARCH CORP
+$4.1M
5,063
+20996%
增持
COST
COSTCO WHSL CORP NEW
+$3.9M
8,595
+98%
增持
XLV
SELECT SECTOR SPDR TR
+$3.9M
32,723
+312%
增持
PRF
INVESCO EXCHANGE TRADED FD T
+$3.8M
112,897
+465%
增持
DGRW
WISDOMTREE TR
+$3.7M
49,917
+723%
增持
SPYM
SPDR SER TR
+$3.6M
396,269
+10%
增持
GBTC
GRAYSCALE BITCOIN TR BTC
+$3.4M
102,433
+204%
增持
FIXD
FIRST TR EXCHNG TRADED FD VI
+$3.2M
527,438
+10%
减持
MCD
MCDONALDS CORP
-$3.1M
6,458
-68%
增持
JBND
J P MORGAN EXCHANGE TRADED F
+$3.1M
59,491
+2051%
增持
BSJQ
INVESCO EXCH TRD SLF IDX FD
+$3.0M
240,119
+107%
增持
UNH
UNITEDHEALTH GROUP INC
+$2.9M
12,686
+43%
减持
EEM
ISHARES TR
-$2.9M
6,421
-91%
增持
MSFT
MICROSOFT CORP
+$2.8M
42,621
+35%
减持
VO
VANGUARD INDEX FDS
+$2.8M
357,381
-5%
增持
SUB
ISHARES TR
+$2.7M
107,587
+29%
减持
SPYG
SPDR SER TR
-$2.4M
44,356
-41%
增持
STLD
STEEL DYNAMICS INC
+$2.4M
18,844
+9465%
增持
QQQ
INVESCO QQQ TR
+$2.2M
131,734
+2%
增持
FMB
FIRST TR EXCHANGE-TRADED FD
+$2.2M
190,756
+26%
增持
AMZN
AMAZON COM INC
+$2.1M
92,835
+24%
增持
AVUV
AMERICAN CENTY ETF TR
+$2.1M
33,620
+166%
减持
SGOL
ETFS GOLD TR
-$2.1M
29,484
-77%
减持
IWF
ISHARES TR
-$2.0M
2,204
-72%
增持
JEPQ
J P MORGAN EXCHANGE TRADED F
+$2.0M
40,292
+817%
减持
IJT
ISHARES TR
-$1.9M
4,630
-77%
增持
AMD
ADVANCED MICRO DEVICES INC
+$1.8M
36,220
+43%
减持
MDYG
SPDR SER TR
-$1.8M
6,803
-77%
增持
TQQQ
PROSHARES TR
+$1.7M
26,336
+1004%
增持
XLF
SELECT SECTOR SPDR TR
+$1.7M
42,787
+663%
减持
EFA
ISHARES TR
-$1.7M
45,953
-35%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$1.7M
14,777
+64%
减持
IVW
ISHARES TR
-$1.7M
8,245
-69%
增持
INCO
COLUMBIA ETF TR II
+$1.7M
23,204
+1761%
减持
IJS
ISHARES TR
-$1.7M
26,854
-43%
增持
PSLV
SPROTT PHYSICAL SILVER TR
+$1.7M
175,889
+1034%
增持
RLY
SSGA ACTIVE ETF TR
+$1.7M
88,765
+177%
增持
PHYS
SPROTT PHYSICAL GOLD TR
+$1.7M
97,743
+436%
增持
AVGO
BROADCOM INC
+$1.6M
62,439
+996%
减持
MDY
SPDR S&P MIDCAP 400 ETF TR
-$1.6M
2,465
-57%
减持
KE
KIMBALL ELECTRONICS INC
-$1.4M
404,258
-0%
增持
SMH
VANECK ETF TRUST
+$1.3M
7,236
+332%
减持
AVEM
AMERICAN CENTY ETF TR
-$1.3M
473,323
-9%
增持
META
META PLATFORMS INC
+$1.3M
9,088
+16%
增持
MMM
3M CO
+$1.3M
23,451
+23%
增持
PHM
PULTE GROUP INC
+$1.2M
34,157
+3%
增持
FFLG
FIDELITY COVINGTON TRUST
+$1.2M
50,305
+5489%
增持
IDXX
IDEXX LABS INC
+$1.1M
2,254
+17238%
增持
AFL
AFLAC INC
+$1.1M
35,182
+12%
增持
CVX
CHEVRON CORP NEW
+$1.1M
19,379
+129%
增持
—
UNILEVER PLC
+$1.1M
18,704
+824%
增持
AMAT
APPLIED MATLS INC
+$1.1M
71,210
+26%
增持
PH
PARKER-HANNIFIN CORP
+$1.1M
7,364
+4%
增持
WMT
WALMART INC
+$1.0M
38,525
+27%
增持
GE
GE AEROSPACE
+$1.0M
27,232
+6%
增持
—
EXXON MOBIL CORP
+$1.0M
23,500
+90%
增持
SRPT
SAREPTA THERAPEUTICS INC
+$1.0M
8,749
+1650%
增持
GOOG
ALPHABET INC
+$994.1K
51,922
+24%
减持
VBK
VANGUARD INDEX FDS
+$985.2K
82,641
-2%
减持
TSLA
TESLA INC
+$963.3K
16,792
-3%
增持
ABBV
ABBVIE INC
+$948.0K
18,812
+17%
增持
KKR
KKR & CO INC
+$939.9K
33,272
+3%
增持
PFE
PFIZER INC
+$921.3K
89,289
+50%
增持
JNJ
JOHNSON & JOHNSON
+$895.9K
20,198
+24%
增持
—
SILA REALTY TRUST INC
+$873.8K
110,064
+22%
减持
UCON
FIRST TR EXCHNG TRADED FD VI
-$857.3K
849,195
-6%
增持
HD
HOME DEPOT INC
+$844.1K
7,836
+16%
增持
KO
COCA COLA CO
+$829.0K
32,462
+37%
增持
PM
PHILIP MORRIS INTL INC
+$822.8K
9,100
+227%
增持
MANH
MANHATTAN ASSOCIATES INC
+$822.6K
21,267
+2%
减持
VCSH
VANGUARD SCOTTSDALE FDS
-$803.3K
158,178
-9%
增持
MPWR
MONOLITHIC PWR SYS INC
+$793.3K
7,052
+1%
增持
JPM
JPMORGAN CHASE & CO.
+$748.3K
24,697
+12%
增持
EPD
ENTERPRISE PRODS PARTNERS L
+$740.0K
31,829
+395%
增持
PEP
PEPSICO INC
+$719.0K
14,463
+37%
增持
RTX
RTX CORPORATION
+$716.1K
9,364
+125%
增持
SPY
SPDR S&P 500 ETF TR
+$710.6K
34,691
+37%
增持
GOOGL
ALPHABET INC
+$676.8K
23,596
+33%
增持
PSA
PUBLIC STORAGE OPER CO
+$652.3K
1,831
+3715%
减持
LOW
LOWES COS INC
+$638.6K
13,901
-2%
增持
MUB
ISHARES TR
+$636.6K
7,791
+296%
增持
XLU
SELECT SECTOR SPDR TR
+$619.6K
13,384
+98%
增持
NKE
NIKE INC
+$619.0K
11,377
+122%
减持
SPAB
SPDR SER TR
-$604.0K
601,607
-8%
增持
SHAK
SHAKE SHACK INC
+$595.5K
38,859
+2%
增持
EMR
EMERSON ELEC CO
+$586.6K
9,541
+130%
增持
—
MEDTRONIC PLC
+$586.5K
24,675
+19%
增持
MO
ALTRIA GROUP INC
+$586.5K
19,645
+115%
增持
MEDP
MEDPACE HLDGS INC
-$580.2K
8,721
+3%
减持
SCHM
SCHWAB STRATEGIC TR
+$571.1K
155,399
-2%
增持
SCHG
SCHWAB STRATEGIC TR
+$569.8K
24,007
+25%
增持
PFGC
PERFORMANCE FOOD GROUP CO
+$565.5K
38,063
+4%
减持
DFUV
DIMENSIONAL ETF TRUST
+$562.0K
354,000
-2%
减持
LLY
ELI LILLY & CO
-$560.1K
14,844
-2%
减持
DFIS
DIMENSIONAL ETF TRUST
+$557.1K
502,161
-4%
建仓
—
GRAYSCALE BITCOIN MINI TR BT
+$556.8K
98,907
增持
TECL
DIREXION SHS ETF TR
+$555.1K
6,746
+1753%
增持
APD
AIR PRODS & CHEMS INC
+$552.2K
3,384
+92%
增持
TMUS
T-MOBILE US INC
+$551.5K
14,633
+4%
增持
CAT
CATERPILLAR INC
+$547.4K
4,333
+26%
增持
DHR
DANAHER CORPORATION
+$545.3K
2,753
+212%
增持
WSO
WATSCO INC
+$545.3K
1,138
+3571%
增持
CGW
INVESCO EXCH TRADED FD TR II
+$530.2K
10,060
+551%
增持
PNC
PNC FINL SVCS GROUP INC
+$520.5K
12,908
+8%
增持
CTAS
CINTAS CORP
+$517.3K
2,593
+11174%
减持
FNGG
DIREXION SHS ETF TR
-$514.9K
666
-84%
增持
SBUX
STARBUCKS CORP
+$514.5K
22,279
+5%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$502.0K
4,889
+7%
减持
QDEL
QUIDELORTHO CORP
-$500.8K
7
-100%
增持
PYPL
PAYPAL HLDGS INC
+$500.7K
8,540
+199%
增持
SF
STIFEL FINL CORP
+$498.9K
5,423
+4309%
增持
JMUB
J P MORGAN EXCHANGE TRADED F
+$496.9K
9,791
+9594%
增持
MTG
MGIC INVT CORP WIS
+$496.4K
105,432
+3%
增持
IJR
ISHARES TR
+$491.7K
16,948
+21%
减持
VOOG
VANGUARD ADMIRAL FDS INC
+$483.2K
46,314
-0%
减持
DFIP
DIMENSIONAL ETF TRUST
-$483.2K
303,158
-7%
增持
—
VISTA OUTDOOR INC
+$478.4K
87,233
+12%
增持
CAH
CARDINAL HEALTH INC
+$477.2K
8,960
+72%
增持
GEV
GE VERNOVA INC
+$471.8K
5,359
+3%
减持
NUE
NUCOR CORP
-$469.0K
799
-79%
减持
OEF
ISHARES TR
-$464.8K
245
-88%
增持
MUNI
PIMCO ETF TR
+$463.6K
8,840
+9614%
增持
CME
CME GROUP INC
+$458.5K
2,320
+753%
增持
NEE
NEXTERA ENERGY INC
+$456.4K
11,389
+59%
增持
BSX
BOSTON SCIENTIFIC CORP
+$456.3K
47,810
+4%
增持
VGT
VANGUARD WORLD FD
+$454.2K
2,368
+46%
增持
MOAT
VANECK ETF TRUST
+$450.8K
18,419
+20%
增持
NTAP
NETAPP INC
+$450.8K
3,686
+10431%
增持
PG
PROCTER AND GAMBLE CO
+$443.1K
15,016
+15%
增持
PR
PERMIAN RESOURCES CORP
-$442.8K
215,764
+3%
