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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
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 150 项
建仓 11
增持 101
减持 35
清仓 3
方向
标的
Δ市值
现股数(环比)
增持
AMZN
AMAZON COM INC
+$17.5M
217,779
+169%
增持
DGRW
WISDOMTREE TR
+$9.3M
223,946
+111%
减持
QQQ
INVESCO QQQ TR
-$8.1M
117,909
-5%
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
NVDA
NVIDIA CORPORATION
-$8.1M
747,840
+22%
增持
QGRO
AMERICAN CENTY ETF TR
+$8.0M
194,712
+89%
增持
PRF
INVESCO EXCHANGE TRADED FD T
+$7.0M
404,439
+75%
减持
VO
VANGUARD INDEX FDS
-$6.9M
305,786
-6%
增持
XSHQ
INVESCO EXCH TRADED FD TR II
+$6.2M
386,545
+80%
增持
JHMM
JOHN HANCOCK EXCHANGE TRADED
+$5.9M
280,702
+64%
增持
VOO
VANGUARD INDEX FDS
+$5.6M
289,989
+9%
增持
JBND
J P MORGAN EXCHANGE TRADED F
+$5.5M
224,017
+79%
增持
BSJQ
INVESCO EXCH TRD SLF IDX FD
+$5.4M
566,966
+70%
增持
SPYM
SPDR SER TR
+$5.4M
469,636
+27%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$5.3M
35,689
+18%
增持
FBND
FIDELITY MERRIMACK STR TR
+$5.1M
324,286
+50%
增持
BSJR
INVESCO EXCH TRD SLF IDX FD
+$4.6M
212,020
+2328%
减持
EFV
ISHARES TR
+$4.4M
762,353
-1%
减持
VBK
VANGUARD INDEX FDS
-$3.5M
72,065
-7%
增持
JMUB
J P MORGAN EXCHANGE TRADED F
+$3.3M
111,780
+145%
增持
MUNI
PIMCO ETF TR
+$3.1M
113,019
+116%
增持
SPY
SPDR S&P 500 ETF TR
+$3.1M
100,751
+110%
增持
UNM
UNUM GROUP
+$3.0M
37,198
+743860%
增持
XLU
SELECT SECTOR SPDR TR
+$2.7M
50,252
+195%
增持
XLY
SELECT SECTOR SPDR TR
+$2.5M
17,802
+277%
增持
GLTR
ABRDN PRECIOUS METALS BASKET
+$2.4M
116,519
+1%
减持
IEFA
ISHARES TR
+$2.4M
473,156
-1%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$2.3M
146,811
+39%
增持
SUB
ISHARES TR
+$2.3M
172,650
+14%
增持
XLI
SELECT SECTOR SPDR TR
+$2.3M
22,885
+334%
减持
VOOG
VANGUARD ADMIRAL FDS INC
-$2.2M
43,110
-5%
增持
GLD
SPDR GOLD TR
+$2.2M
36,149
+6%
增持
SDY
SPDR SER TR
+$2.2M
26,486
+144%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$2.1M
798,618
+3%
增持
AVGO
BROADCOM INC
-$2.1M
72,354
+18%
增持
MSFT
MICROSOFT CORP
+$2.1M
62,862
+25%
减持
DFAT
DIMENSIONAL ETF TRUST
-$2.1M
324,440
-4%
增持
—
STELLANTIS N.V
+$2.1M
185,024
+770833%
增持
DOCU
DOCUSIGN INC
+$2.0M
25,170
+16459%
增持
V
VISA INC
+$2.0M
21,107
+24%
增持
CGGE
CAPITAL GROUP GLOBAL EQUITY
+$2.0M
77,852
+8777%
增持
GOOGL
ALPHABET INC
+$1.9M
45,094
+70%
增持
FMB
FIRST TR EXCH TRADED FD III
+$1.9M
317,203
+15%
增持
MANH
MANHATTAN ASSOCIATES INC
-$1.9M
23,965
+8%
增持
META
META PLATFORMS INC
+$1.8M
10,877
+57%
减持
AVEM
AMERICAN CENTY ETF TR
-$1.7M
378,545
-9%
增持
SCHX
SCHWAB STRATEGIC TR
+$1.6M
167,564
+89%
清仓
—
REVELYST INC
-$1.6M
0
-100%
增持
XLV
SELECT SECTOR SPDR TR
+$1.6M
26,512
+62%
建仓
BRK/A
BERKSHIRE HATHAWAY INC DEL
+$1.6M
2
增持
TMFC
RBB FD INC
+$1.6M
35,615
+428%
建仓
FLQM
FRANKLIN TEMPLETON ETF TR
+$1.6M
29,511
减持
DFAS
DIMENSIONAL ETF TRUST
-$1.6M
179,965
-5%
建仓
PAB
PGIM ETF TR
+$1.5M
36,160
增持
SHAK
SHAKE SHACK INC
-$1.5M
42,443
+5%
增持
LLY
ELI LILLY & CO
+$1.5M
16,183
+5%
减持
XLF
SELECT SECTOR SPDR TR
-$1.5M
24,045
-57%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$1.5M
232,640
+0%
增持
GE
GE AEROSPACE
+$1.5M
32,739
+7%
增持
IWM
ISHARES TR
-$1.5M
118,791
+4%
增持
JNJ
JOHNSON & JOHNSON
+$1.4M
24,741
+30%
增持
PYLD
PIMCO ETF TR
+$1.3M
83,923
+135%
增持
IQLT
ISHARES TR
+$1.3M
36,689
+656%
减持
IJR
ISHARES TR
-$1.2M
9,405
-51%
减持
UCON
FIRST TR EXCHNG TRADED FD VI
-$1.2M
733,481
-7%
减持
SPTM
SPDR SER TR
-$1.2M
117,908
-8%
减持
DFUS
DIMENSIONAL ETF TRUST
-$1.2M
237,905
-2%
减持
GBTC
GRAYSCALE BITCOIN TRUST ETF
-$1.1M
102,674
-3%
增持
FVD
FIRST TR VALUE LINE DIVID IN
+$1.1M
597,913
+2%
增持
TSLA
TESLA INC
+$1.1M
31,190
+81%
减持
SPSM
SPDR SER TR
-$1.1M
148,324
-7%
增持
SYK
STRYKER CORPORATION
+$1.1M
12,934
+26%
增持
ADBE
ADOBE INC
+$1.1M
4,132
+280%
建仓
PCEF
INVESCO EXCH TRADED FD TR II
+$1.1M
58,014
减持
SCHM
SCHWAB STRATEGIC TR
-$1.1M
428,532
-3%
增持
MA
MASTERCARD INCORPORATED
+$1.1M
4,086
+82%
增持
AFL
AFLAC INC
+$1.0M
45,455
+17%
增持
EFIV
SPDR SER TR
+$1.0M
21,791
+955%
减持
MDY
SPDR S&P MIDCAP 400 ETF TR
-$1.0M
775
-69%
减持
SRPT
SAREPTA THERAPEUTICS INC
-$1.0M
835
-90%
清仓
FCTE
ETF OPPORTUNITIES TRUST
-$986.7K
0
-100%
减持
VCSH
VANGUARD SCOTTSDALE FDS
-$964.2K
127,658
-10%
增持
—
EXXON MOBIL CORP
+$953.4K
25,629
+32%
增持
MRSH
MARSH & MCLENNAN COS INC
+$945.5K
15,596
+16%
增持
TMUS
T-MOBILE US INC
+$920.2K
15,897
+6%
建仓
INCM
FRANKLIN TEMPLETON ETF TR
+$908.3K
34,108
增持
KKR
KKR & CO INC
-$906.2K
36,413
+5%
增持
WMT
WALMART INC
+$901.3K
45,028
+33%
增持
JPM
JPMORGAN CHASE & CO.
+$884.0K
33,783
+9%
减持
ESGV
VANGUARD WORLD FD
-$876.8K
12,989
-37%
增持
AMAT
APPLIED MATLS INC
-$870.3K
72,201
+3%
增持
IVV
ISHARES TR
+$867.4K
11,081
+22%
增持
AMGN
AMGEN INC
+$855.7K
3,616
+248%
减持
SPYV
SPDR SER TR
-$851.5K
289,287
-5%
增持
NFLX
NETFLIX INC
+$851.0K
3,218
+33%
增持
—
DHT HOLDINGS INC
+$843.8K
81,411
+6741%
增持
DIA
SPDR DOW JONES INDL AVERAGE
+$843.4K
4,586
+80%
增持
VUG
VANGUARD INDEX FDS
+$825.7K
4,431
+123%
增持
BSX
BOSTON SCIENTIFIC CORP
+$822.4K
54,556
+4%
建仓
EMGF
ISHARES INC
+$810.9K
17,334
减持
SPAB
SPDR SER TR
-$810.0K
486,079
-8%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$803.4K
29,031
+70%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$795.6K
7,257
+34%
减持
XEL
XCEL ENERGY INC
-$787.8K
54,113
-21%
增持
XLK
SELECT SECTOR SPDR TR
-$781.8K
47,779
+4%
增持
QCOM
QUALCOMM INC
+$758.5K
8,352
+145%
增持
MDLZ
MONDELEZ INTL INC
+$752.6K
13,563
+383%
减持
SGOV
ISHARES TR
-$750.9K
2,332
-76%
增持
—
MEDTRONIC PLC
+$740.3K
34,582
+17%
增持
FFLG
FIDELITY COVINGTON TRUST
+$735.9K
102,980
+67%
增持
MRK
MERCK & CO INC
+$733.1K
43,746
+36%
增持
JEPQ
J P MORGAN EXCHANGE TRADED F
+$731.6K
79,428
+32%
清仓
—
SMARTSHEET INC
-$708.4K
0
-100%
增持
WWD
WOODWARD INC
+$708.0K
26,481
+7%
减持
UNH
UNITEDHEALTH GROUP INC
-$705.5K
11,229
-14%
增持
WMB
WILLIAMS COS INC
+$705.2K
105,422
+2%
减持
DFIP
DIMENSIONAL ETF TRUST
-$701.0K
234,463
-10%
减持
RLY
SSGA ACTIVE ETF TR
-$695.0K
205,693
-15%
增持
MPWR
MONOLITHIC PWR SYS INC
+$694.9K
8,868
+18%
减持
IWO
ISHARES TR
-$691.8K
14,546
-5%
增持
YYY
AMPLIFY ETF TR
+$679.1K
65,467
+1010%
增持
TGT
TARGET CORP
+$662.5K
18,608
+97%
减持
ABBV
ABBVIE INC
+$659.9K
23,419
-2%
增持
AEG
AEGON LTD
+$659.1K
100,084
+119048%
减持
EFA
ISHARES TR
-$642.7K
32,732
-25%
增持
DHR
DANAHER CORPORATION
+$632.6K
5,517
+154%
增持
IGRO
ISHARES TR
+$632.2K
9,616
+915%
增持
STZ
CONSTELLATION BRANDS INC
+$609.9K
3,408
+4700%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$609.0K
16,582
+4%
增持
IUS
INVESCO EXCH TRD SLF IDX FD
+$607.3K
29,025
+75%
增持
BA
BOEING CO
+$607.2K
20,785
+25%
增持
FHLC
FIDELITY COVINGTON TRUST
+$594.8K
96,510
+5%
建仓
JMOM
J P MORGAN EXCHANGE TRADED F
+$587.0K
10,416
增持
COP
CONOCOPHILLIPS
+$586.1K
32,000
+14%
增持
FSTA
FIDELITY COVINGTON TRUST
+$581.9K
176,452
+3%
增持
DON
WISDOMTREE TR
+$580.5K
43,624
+41%
建仓
ISCF
ISHARES TR
+$580.5K
17,235
减持
IGSB
ISHARES TR
-$577.3K
210,443
-6%
减持
SCHA
SCHWAB STRATEGIC TR
-$567.8K
103,857
-11%
减持
SCHZ
SCHWAB STRATEGIC TR
-$553.3K
453,506
-7%
增持
CVX
CHEVRON CORP NEW
+$552.0K
22,723
+1%
建仓
MGV
VANGUARD WORLD FD
+$550.8K
4,275
增持
MO
ALTRIA GROUP INC
+$546.4K
28,341
+28%
建仓
CGMU
CAPITAL GRP FIXED INCM ETF T
+$544.6K
20,306
建仓
INMU
BLACKROCK ETF TRUST II
+$540.1K
22,831
增持
—
AON PLC
+$539.2K
7,162
+11%
减持
VB
VANGUARD INDEX FDS
-$538.5K
22,270
-2%
增持
SMH
VANECK ETF TRUST
+$533.8K
12,665
+43%
增持
BP
BP PLC
+$529.0K
85,315
+7%
增持
KMB
KIMBERLY-CLARK CORP
+$526.0K
7,488
+82%
增持
TPL
TEXAS PACIFIC LAND CORPORATI
+$512.1K
389
+12867%
