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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
24Q4 调仓
2024-09-30 → 2024-12-31 · 共 150 项
建仓 9
增持 90
减持 46
清仓 5
方向
标的
Δ市值
现股数(环比)
增持
NVDA
NVIDIA CORPORATION
+$46.4M
613,774
+165%
增持
AAPL
APPLE INC
+$27.7M
290,632
+41%
增持
VOO
VANGUARD INDEX FDS
+$20.0M
266,228
+14%
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
PLTR
PALANTIR TECHNOLOGIES INC
+$10.3M
232,453
+2061%
减持
VO
VANGUARD INDEX FDS
-$8.3M
325,661
-9%
增持
IWM
ISHARES TR
+$7.4M
113,956
+41%
减持
AVEM
AMERICAN CENTY ETF TR
-$6.1M
417,018
-12%
增持
QGRO
AMERICAN CENTY ETF TR
+$5.7M
102,862
+105%
增持
JHMM
JOHN HANCOCK EXCHANGE TRADED
+$5.3M
170,753
+108%
增持
XSHQ
INVESCO EXCH TRADED FD TR II
+$4.8M
214,212
+116%
增持
PRF
INVESCO EXCHANGE TRADED FD T
+$4.7M
230,708
+104%
减持
DFAI
DIMENSIONAL ETF TRUST
-$4.5M
608,258
-13%
增持
SUB
ISHARES TR
+$4.5M
150,931
+40%
增持
DGRW
WISDOMTREE TR
+$4.4M
106,099
+113%
增持
MSFT
MICROSOFT CORP
+$4.3M
50,341
+18%
减持
KE
KIMBALL ELECTRONICS INC
-$4.2M
173,016
-57%
增持
FMB
FIRST TR EXCH TRADED FD III
+$4.2M
276,049
+45%
清仓
—
LAM RESEARCH CORP
-$4.1M
0
-100%
增持
RLY
SSGA ACTIVE ETF TR
+$4.0M
242,987
+174%
增持
SPY
SPDR S&P 500 ETF TR
+$3.9M
48,082
+39%
增持
XEL
XCEL ENERGY INC
+$3.9M
68,401
+493%
增持
FBND
FIDELITY MERRIMACK STR TR
+$3.8M
216,240
+72%
减持
AVGO
BROADCOM INC
+$3.5M
61,344
-2%
清仓
—
VISTA OUTDOOR INC
-$3.4M
0
-100%
增持
FVD
FIRST TR VALUE LINE DIVID IN
+$3.4M
584,711
+20%
增持
JBND
J P MORGAN EXCHANGE TRADED F
+$3.3M
124,972
+110%
建仓
LRCX
LAM RESEARCH CORP
+$3.2M
44,304
减持
AMAT
APPLIED MATLS INC
-$3.0M
69,779
-2%
增持
WMB
WILLIAMS COS INC
+$2.8M
103,377
+71%
减持
XLV
SELECT SECTOR SPDR TR
-$2.8M
16,319
-50%
增持
GBTC
GRAYSCALE BITCOIN TRUST ETF
+$2.7M
105,929
+3%
增持
TSLA
TESLA INC
+$2.6M
17,222
+3%
增持
GLD
SPDR GOLD TR
+$2.5M
33,994
+45%
减持
SPAB
SPDR SER TR
-$2.5M
529,191
-12%
减持
DFIP
DIMENSIONAL ETF TRUST
-$2.2M
261,158
-14%
增持
MUNI
PIMCO ETF TR
+$2.2M
52,332
+492%
减持
SPYV
SPDR SER TR
-$2.2M
305,542
-9%
增持
JPM
JPMORGAN CHASE & CO.
+$2.2M
30,883
+25%
增持
BSJQ
INVESCO EXCH TRD SLF IDX FD
+$2.1M
333,668
+39%
增持
MPWR
MONOLITHIC PWR SYS INC
-$2.1M
7,518
+7%
减持
DFIS
DIMENSIONAL ETF TRUST
-$2.1M
464,498
-8%
增持
FIXD
FIRST TR EXCHNG TRADED FD VI
+$2.0M
601,905
+14%
减持
UCON
FIRST TR EXCHNG TRADED FD VI
-$2.0M
784,985
-8%
增持
BAC
BANK AMERICA CORP
+$1.9M
53,424
+415%
增持
SHY
ISHARES TR
+$1.9M
191,966
+15%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$1.8M
30,166
+17%
增持
JMUB
J P MORGAN EXCHANGE TRADED F
+$1.8M
45,567
+365%
增持
DKNG
DRAFTKINGS INC NEW
+$1.8M
51,990
+1148%
减持
TQQQ
PROSHARES TR
-$1.8M
1,751
-93%
增持
ISRG
INTUITIVE SURGICAL INC
+$1.7M
4,097
+380%
增持
GOOG
ALPHABET INC
+$1.7M
54,605
+5%
建仓
—
REVELYST INC
+$1.6M
84,869
减持
BIV
VANGUARD BD INDEX FDS
-$1.6M
68,499
-20%
减持
VCSH
VANGUARD SCOTTSDALE FDS
-$1.5M
141,540
-11%
减持
DFAT
DIMENSIONAL ETF TRUST
-$1.5M
337,395
-7%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$1.5M
772,318
+14%
减持
SCZ
ISHARES TR
-$1.3M
106,682
-7%
增持
AMD
ADVANCED MICRO DEVICES INC
-$1.3M
38,285
+6%
增持
SCHZ
SCHWAB STRATEGIC TR
-$1.3M
487,070
+87%
增持
XLK
SELECT SECTOR SPDR TR
+$1.3M
45,790
+11%
增持
LLY
ELI LILLY & CO
-$1.3M
15,355
+3%
增持
SHAK
SHAKE SHACK INC
+$1.3M
40,610
+5%
减持
DFLV
DIMENSIONAL ETF TRUST
-$1.3M
250,622
-12%
减持
AMZN
AMAZON COM INC
+$1.2M
81,063
-13%
减持
SPYM
SPDR SER TR
-$1.2M
370,321
-7%
减持
AVDV
AMERICAN CENTY ETF TR
-$1.2M
167,464
-2%
增持
JEPQ
J P MORGAN EXCHANGE TRADED F
+$1.2M
59,971
+49%
减持
META
META PLATFORMS INC
-$1.2M
6,915
-24%
减持
DFAE
DIMENSIONAL ETF TRUST
-$1.1M
223,043
-10%
增持
GOOGL
ALPHABET INC
+$1.1M
26,573
+13%
增持
—
SELECT MED HLDGS CORP
-$1.1M
107,541
+20%
减持
COTY
COTY INC
-$1.0M
63,548
-60%
减持
MOAT
VANECK ETF TRUST
-$986.7K
8,617
-53%
建仓
FCTE
ETF OPPORTUNITIES TRUST
+$986.7K
38,051
建仓
SGOV
ISHARES TR
+$985.6K
9,825
建仓
CON
CONCENTRA GROUP HOLDINGS PAR
+$970.3K
49,054
减持
DFAS
DIMENSIONAL ETF TRUST
-$936.7K
189,244
-7%
增持
EFV
ISHARES TR
+$931.1K
771,927
+12%
增持
PHM
PULTE GROUP INC
-$906.5K
36,695
+7%
减持
QQQ
INVESCO QQQ TR
-$897.2K
124,012
-6%
增持
IBIT
ISHARES BITCOIN TRUST ETF
+$891.4K
29,504
+58%
减持
IDXX
IDEXX LABS INC
-$887.0K
609
-73%
增持
IEFA
ISHARES TR
+$875.0K
475,614
+14%
增持
TXN
TEXAS INSTRS INC
+$868.0K
8,691
+136%
增持
MAIN
MAIN STR CAP CORP
+$863.9K
53,237
+18%
增持
BX
BLACKSTONE INC
+$839.4K
9,445
+83%
增持
—
DUPONT DE NEMOURS INC
+$837.8K
11,936
+1370%
增持
CI
THE CIGNA GROUP
+$834.7K
3,351
+1184%
建仓
BTC
GRAYSCALE BITCOIN MINI TR ET
+$832.2K
19,876
增持
UNH
UNITEDHEALTH GROUP INC
-$830.9K
13,020
+3%
增持
AEP
AMERICAN ELEC PWR CO INC
+$809.5K
11,044
+442%
增持
CVX
CHEVRON CORP NEW
+$793.5K
22,434
+16%
增持
KKR
KKR & CO INC
+$771.3K
34,588
+4%
增持
XLF
SELECT SECTOR SPDR TR
+$769.9K
56,052
+31%
减持
SPDW
SPDR INDEX SHS FDS
-$765.9K
103,763
-10%
减持
AVDE
AMERICAN CENTY ETF TR
-$715.0K
112,167
-1%
增持
VYM
VANGUARD WHITEHALL FDS
+$714.3K
13,619
+71%
减持
V
VISA INC
+$691.9K
17,005
-0%
减持
—
SILA REALTY TRUST INC
-$685.7K
86,261
-22%
增持
BSX
BOSTON SCIENTIFIC CORP
+$674.7K
52,409
+10%
增持
FSK
FS KKR CAP CORP
+$672.8K
123,416
+21%
减持
VOOG
VANGUARD ADMIRAL FDS INC
+$671.5K
45,521
-2%
增持
FNDX
SCHWAB STRATEGIC TR
+$647.2K
58,301
+470%
增持
OKE
ONEOK INC NEW
+$645.8K
33,707
+12%
增持
IAGG
ISHARES TR
+$645.7K
32,447
+73%
减持
MCD
MCDONALDS CORP
-$632.9K
4,601
-29%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$632.6K
105,499
+15%
增持
OMF
ONEMAIN HLDGS INC
+$632.4K
53,748
+17%
增持
SCHM
SCHWAB STRATEGIC TR
-$619.9K
443,600
+185%
建仓
ANET
ARISTA NETWORKS INC
+$611.9K
5,536
增持
CTVA
CORTEVA INC
+$602.8K
17,762
+155%
减持
SPTM
SPDR SER TR
-$600.4K
128,579
-8%
增持
HBAN
HUNTINGTON BANCSHARES INC
+$594.5K
188,407
+12%
减持
TECL
DIREXION SHS ETF TR
-$568.5K
243
-96%
减持
VTI
VANGUARD INDEX FDS
-$557.6K
12,399
-15%
清仓
—
GRAYSCALE BITCOIN MINI TR BT
-$556.8K
0
-100%
建仓
BLK
BLACKROCK INC
+$554.4K
541
增持
COST
COSTCO WHSL CORP NEW
+$551.5K
8,917
+4%
增持
MPLX
MPLX LP
+$551.3K
11,635
+9134%
增持
ABBV
ABBVIE INC
+$531.8K
23,899
+27%
减持
JNJ
JOHNSON & JOHNSON
-$529.5K
18,972
-6%
增持
DOW
DOW INC
+$529.2K
15,719
+745%
减持
EFA
ISHARES TR
-$525.1K
43,882
-5%
增持
PFGC
PERFORMANCE FOOD GROUP CO
+$521.3K
41,446
+9%
清仓
—
BLACKROCK INC
-$520.9K
0
-100%
减持
SPSM
SPDR SER TR
-$518.0K
159,308
-6%
增持
ARCC
ARES CAPITAL CORP
+$516.4K
111,421
+21%
减持
SPYG
SPDR SER TR
-$516.2K
35,981
-19%
增持
PNC
PNC FINL SVCS GROUP INC
+$503.9K
14,986
+16%
增持
GEV
GE VERNOVA INC
+$500.2K
5,675
+6%
减持
SGOL
ETFS GOLD TR
-$491.3K
9,966
-66%
增持
PYLD
PIMCO ETF TR
+$483.6K
35,767
+115%
增持
EOS
EATON VANCE ENHANCED EQUITY
+$481.7K
119,068
+9%
增持
HYMB
SPDR SER TR
+$480.3K
35,232
+120%
减持
DFUV
DIMENSIONAL ETF TRUST
-$477.1K
349,002
-1%
清仓
—
ARISTA NETWORKS INC
-$467.5K
0
-100%
增持
AVUV
AMERICAN CENTY ETF TR
+$467.1K
38,257
+14%
增持
WSR
WHITESTONE REIT
+$464.4K
201,678
+14%
减持
IJS
ISHARES TR
-$462.6K
22,360
-17%
增持
BA
BOEING CO
+$455.8K
16,597
+2%
增持
HLT
HILTON WORLDWIDE HLDGS INC
+$446.6K
12,387
+9%
增持
ABT
ABBOTT LABS
+$442.0K
16,349
+32%
建仓
BOXX
EA SERIES TRUST
+$441.1K
4,000
增持
—
INVESCO EXCH TRD SLF IDX FD
+$440.9K
48,225
+79%
减持
IGSB
ISHARES TR
-$439.1K
224,337
-2%
减持
IJT
ISHARES TR
-$426.7K
1,619
-65%
增持
PR
PERMIAN RESOURCES CORP
+$422.4K
233,588
+8%
增持
HODL
VANECK BITCOIN ETF
+$422.4K
6,370
+82%
增持
FHLC
FIDELITY COVINGTON TRUST
-$420.0K
91,795
+4%
增持
MSTR
MICROSTRATEGY INC
+$418.0K
2,458
+41%
