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Financial Partners Group, Inc 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Financial Partners Group, Inc
报告期 2026-03-31 · CIK 0001731169
持仓数
227
前50大市值合计
$709.5M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($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
21Q4
21Q3
21Q2
21Q3 调仓
2021-06-30 → 2021-09-30 · 共 150 项
建仓 16
增持 88
减持 38
清仓 8
方向
标的
Δ市值
现股数(环比)
建仓
DBC
INVESCO DB COMMDY INDX TRCK
+$9.5M
472,345
建仓
SMH
VANECK ETF TRUST
+$5.2M
20,474
建仓
XLP
SELECT SECTOR SPDR TR
+$5.2M
75,127
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。
建仓
BUFR
FIRST TR EXCHNG TRADED FD VI
+$4.4M
192,260
减持
SYLD
CAMBRIA ETF TR
-$3.6M
22,499
-71%
增持
QQQ
INVESCO QQQ TR
+$3.2M
22,995
+61%
增持
IVV
ISHARES TR
+$1.9M
88,587
+5%
建仓
BUFD
FIRST TR EXCHNG TRADED FD VI
+$1.5M
71,365
增持
RDVY
FIRST TR EXCHANGE-TRADED FD
+$1.2M
419,626
+8%
增持
ITOT
ISHARES TR
+$1.0M
356,128
+3%
增持
SLQT
SELECTQUOTE INC
+$962.0K
117,698
+305%
增持
ANGL
VANECK ETF TRUST
+$948.0K
385,672
+8%
增持
IHI
ISHARES TR
+$929.0K
228,695
+515%
减持
IEMG
ISHARES INC
-$830.0K
76,705
-8%
建仓
DOCU
DOCUSIGN INC
+$680.0K
2,640
增持
AAPL
APPLE INC
+$623.0K
104,902
+1%
增持
GOOGL
ALPHABET INC
+$551.0K
2,284
+0%
增持
AVUV
AMERICAN CENTY ETF TR
+$540.0K
79,862
+10%
增持
MSFT
MICROSOFT CORP
+$537.0K
37,232
+1%
清仓
IWO
ISHARES TR
-$532.0K
0
-100%
增持
FDG
AMERICAN CENTY ETF TR
+$526.0K
51,217
+13%
减持
HYLS
FIRST TR EXCHANGE-TRADED FD
-$523.0K
73,512
-12%
增持
SPY
SPDR S&P 500 ETF TR
+$397.0K
9,687
+10%
清仓
NVAX
NOVAVAX INC
-$396.0K
0
-100%
增持
FTEC
FIDELITY COVINGTON TRUST
+$368.0K
123,072
+2%
减持
FLDR
FIDELITY MERRIMACK STR TR
-$364.0K
25,325
-22%
增持
HYG
ISHARES TR
+$360.0K
103,202
+5%
建仓
TIP
ISHARES TR
+$356.0K
2,787
增持
IWP
ISHARES TR
+$341.0K
36,616
+10%
增持
IGSB
ISHARES TR
+$330.0K
126,160
+5%
减持
GOVT
ISHARES TR
-$322.0K
254,519
-4%
增持
AMZN
AMAZON COM INC
-$317.0K
3,133
+2%
增持
IJR
ISHARES TR
+$315.0K
8,285
+59%
减持
QCLN
FIRST TR EXCHANGE-TRADED FD
-$288.0K
21,241
-9%
增持
ARKK
ARK ETF TR
-$270.0K
14,048
+1%
建仓
XMVM
INVESCO EXCHANGE TRADED FD T
+$267.0K
5,972
增持
FTGC
FIRST TR EXCHANGE TRAD FD VI
+$266.0K
83,599
+13%
建仓
XSVM
INVESCO EXCHANGE TRADED FD T
+$264.0K
5,244
增持
GOOG
ALPHABET INC
+$247.0K
1,459
+0%
建仓
BIBL
NORTHERN LTS FD TR IV
+$236.0K
5,544
增持
IJJ
ISHARES TR
+$235.0K
8,427
+40%
建仓
FDIS
FIDELITY COVINGTON TRUST
+$230.0K
2,859
清仓
BND
VANGUARD BD INDEX FDS
-$229.0K
0
-100%
清仓
OMF
ONEMAIN HLDGS INC
-$228.0K
0
-100%
建仓
META
FACEBOOK INC
+$225.0K
664
建仓
AVUS
AMERICAN CENTY ETF TR
+$222.0K
3,011
清仓
LUV
SOUTHWEST AIRLS CO
-$208.0K
0
-100%
增持
—
KANSAS CITY SOUTHERN
-$204.0K
16,039
+0%
建仓
—
GARMIN LTD
+$203.0K
1,306
清仓
—
CANOPY GROWTH CORP
-$203.0K
0
-100%
建仓
TMO
THERMO FISHER SCIENTIFIC INC
+$201.0K
352
清仓
—
BARRICK GOLD CORP
-$201.0K
0
-100%
减持
IEFA
ISHARES TR
-$201.0K
241,194
-0%
清仓
INTC
INTEL CORP
-$200.0K
0
-100%
减持
FTSL
FIRST TR EXCHANGE-TRADED FD
-$195.0K
9,672
-29%
增持
FMAT
FIDELITY COVINGTON TRUST
+$187.0K
8,853
+100%
增持
QUAL
ISHARES TR
+$181.0K
3,834
+57%
增持
MBB
ISHARES TR
+$177.0K
37,822
+5%
增持
FENY
FIDELITY COVINGTON TRUST
+$162.0K
70,680
+22%
减持
LIT
GLOBAL X FDS
+$161.0K
28,398
-5%
减持
IBB
ISHARES TR
-$159.0K
30,565
-2%
建仓
ET
ENERGY TRANSFER L P
+$154.0K
16,118
增持
IWY
ISHARES TR
+$144.0K
28,916
+2%
增持
JPM
JPMORGAN CHASE & CO
+$139.0K
10,098
+4%
增持
XLB
SELECT SECTOR SPDR TR
-$127.0K
48,403
+1%
增持
NFLX
NETFLIX INC
+$117.0K
1,016
+7%
减持
ITA
ISHARES TR
-$115.0K
11,242
-4%
减持
UNH
UNITEDHEALTH GROUP INC
-$110.0K
1,580
-13%
减持
ICLN
ISHARES TR
-$105.0K
15,534
-17%
减持
BX
BLACKSTONE INC
+$105.0K
6,218
-2%
增持
IFRA
ISHARES TR
+$105.0K
57,466
+9%
减持
FPE
FIRST TR EXCH TRADED FD III
-$105.0K
60,511
-8%
增持
ESGE
ISHARES INC
-$101.0K
34,930
+2%
减持
IJH
ISHARES TR
-$100.0K
2,866
-10%
增持
COST
COSTCO WHSL CORP NEW
+$82.0K
1,527
+0%
增持
NOBL
PROSHARES TR
+$82.0K
166,985
+3%
减持
FCOR
FIDELITY MERRIMACK STR TR
-$81.0K
5,221
-21%
增持
—
MANAGED PORTFOLIO SERIES
+$75.0K
19,268
+26%
减持
USMV
ISHARES TR
-$70.0K
177,713
-0%
增持
EFG
ISHARES TR
+$70.0K
6,734
+12%
增持
CVX
CHEVRON CORP NEW
+$70.0K
2,923
+35%
增持
VB
VANGUARD INDEX FDS
+$66.0K
1,238
+36%
减持
MUB
ISHARES TR
-$58.0K
11,189
-3%
减持
XBI
SPDR SER TR
-$57.0K
5,263
-1%
增持
TSLA
TESLA INC
+$55.0K
446
+4%
减持
FBT
FIRST TR EXCHANGE-TRADED FD
-$52.0K
2,171
-9%
增持
JNJ
JOHNSON & JOHNSON
+$50.0K
2,835
+14%
增持
ORCL
ORACLE CORP
+$50.0K
5,395
+0%
减持
VIG
VANGUARD SPECIALIZED FUNDS
-$49.0K
6,376
-4%
增持
URI
UNITED RENTALS INC
+$48.0K
1,015
+5%
增持
GS
GOLDMAN SACHS GROUP INC
+$44.0K
1,041
+13%
增持
UNP
UNION PAC CORP
-$43.0K
1,911
+0%
减持
ONEQ
FIDELITY COMWLTH TR
-$43.0K
22,194
-3%
增持
DHR
DANAHER CORPORATION
+$41.0K
864
+4%
增持
—
CERNER CORP
-$41.0K
5,344
+0%
增持
IETC
ISHARES U S ETF TR
+$41.0K
8,786
+8%
增持
IWM
ISHARES TR
+$40.0K
2,340
+14%
减持
FHLC
FIDELITY COVINGTON TRUST
-$39.0K
128,984
-1%
增持
—
ETF MANAGERS TR
-$39.0K
3,332
+0%
减持
OEF
ISHARES TR
-$37.0K
9,818
-2%
增持
O
REALTY INCOME CORP
+$36.0K
4,331
+18%
减持
IWR
ISHARES TR
-$36.0K
21,616
-1%
增持
ESGU
ISHARES TR
+$34.0K
10,438
+3%
减持
VZ
VERIZON COMMUNICATIONS INC
-$34.0K
8,465
-3%
减持
CBSH
COMMERCE BANCSHARES INC
-$33.0K
6,035
-1%
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
-$33.0K
3,326
-1%
增持
IGIB
ISHARES TR
+$32.0K
81,552
+1%
减持
IYE
ISHARES TR
-$32.0K
19,990
-3%
增持
VIGI
VANGUARD WHITEHALL FDS
+$30.0K
11,633
+3%
增持
PFE
PFIZER INC
+$30.0K
7,478
+0%
增持
MOAT
VANECK ETF TRUST
+$24.0K
54,456
+2%
增持
DIS
DISNEY WALT CO
-$22.0K
3,963
+1%
增持
XLRE
SELECT SECTOR SPDR TR
+$22.0K
10,021
+5%
增持
PG
PROCTER AND GAMBLE CO
+$21.0K
3,180
+1%
减持
EVRG
EVERGY INC
+$18.0K
16,196
-1%
增持
XT
ISHARES TR
+$17.0K
5,202
+7%
增持
CSCO
CISCO SYS INC
+$16.0K
9,620
+0%
增持
PICK
ISHARES INC
+$16.0K
19,406
+13%
增持
VTWO
VANGUARD SCOTTSDALE FDS
-$16.0K
3,715
+0%
减持
MRK
MERCK & CO INC
-$16.0K
3,773
-2%
增持
MCD
MCDONALDS CORP
+$15.0K
1,494
+0%
增持
IVW
ISHARES TR
+$13.0K
8,216
+1%
增持
IVE
ISHARES TR
+$12.0K
2,603
+5%
减持
HD
HOME DEPOT INC
-$11.0K
1,040
-6%
增持
V
VISA INC
+$11.0K
1,454
+9%
增持
T
AT&T INC
-$11.0K
9,157
+2%
增持
IYF
ISHARES TR
+$9.0K
3,739
+1%
增持
CAT
CATERPILLAR INC
-$9.0K
1,536
+10%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$9.0K
4,378
+3%
增持
QTEC
FIRST TR NASDAQ 100 TECH IND
-$8.0K
9,444
+0%
减持
XLU
SELECT SECTOR SPDR TR
-$8.0K
14,122
-2%
增持
IWF
ISHARES TR
+$8.0K
2,627
+0%
增持
XLK
SELECT SECTOR SPDR TR
+$7.0K
3,523
+0%
增持
DLR
DIGITAL RLTY TR INC
-$7.0K
1,443
+1%
增持
WMT
WALMART INC
-$7.0K
5,544
+0%
减持
FXH
FIRST TR EXCHANGE TRADED FD
+$6.0K
13,564
-1%
增持
FDT
FIRST TR EXCH TRD ALPHDX FD
-$6.0K
3,938
+0%
减持
IUSG
ISHARES TR
+$5.0K
3,934
-0%
增持
XLV
SELECT SECTOR SPDR TR
+$5.0K
3,498
+0%
增持
DUK
DUKE ENERGY CORP NEW
-$5.0K
4,732
+0%
减持
MGC
VANGUARD WORLD FD
-$3.0K
3,855
-0%
增持
IYJ
ISHARES TR
+$3.0K
2,604
+5%
增持
FEX
FIRST TR LRGE CP CORE ALPHA
-$2.0K
2,724
+0%
增持
LQD
ISHARES TR
-$2.0K
2,255
+0%
增持
VLUE
ISHARES TR
+$2.0K
11,676
+5%
增持
LLY
LILLY ELI & CO
+$2.0K
1,001
+0%
减持
REZ
ISHARES TR
-$2.0K
6,707
-3%
增持
SDG
ISHARES TR
+$1.0K
3,970
+4%
增持
VO
VANGUARD INDEX FDS
+$0
1,527
+0%
增持
AGG
ISHARES TR
+$0
2,754
+0%
