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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
22Q1 调仓
2021-12-31 → 2022-03-31 · 共 150 项
建仓 13
增持 75
减持 52
清仓 10
方向
标的
Δ市值
现股数(环比)
增持
DBC
INVESCO DB COMMDY INDX TRCK
+$14.2M
1,129,594
+66%
清仓
USMV
ISHARES TR
-$13.4M
0
-100%
减持
ANGL
VANECK ETF TRUST
-$12.6M
9,403
-98%
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
FTGC
FIRST TR EXCHANGE TRAD FD VI
+$12.4M
500,092
+591%
减持
IEFA
ISHARES TR
-$11.9M
82,250
-67%
增持
RDVY
FIRST TR EXCHANGE-TRADED FD
+$8.3M
665,275
+38%
增持
ITOT
ISHARES TR
+$6.7M
440,193
+17%
减持
HYG
ISHARES TR
-$5.1M
58,657
-50%
清仓
IEMG
ISHARES INC
-$4.5M
0
-100%
减持
IBB
ISHARES TR
-$3.8M
2,356
-92%
增持
KRE
SPDR SER TR
+$2.3M
63,527
+116%
增持
IVV
ISHARES TR
+$1.7M
95,394
+4%
增持
NOBL
PROSHARES TR
+$1.5M
188,385
+8%
建仓
SOXX
ISHARES TR
+$1.3M
2,814
减持
FDG
AMERICAN CENTY ETF TR
-$1.2M
11,859
-59%
增持
SYLD
CAMBRIA ETF TR
+$1.1M
192,051
+8%
增持
BUFR
FIRST TR EXCHNG TRADED FD VI
+$1.1M
242,317
+23%
建仓
VTI
VANGUARD INDEX FDS
+$1.1M
4,714
增持
AVUV
AMERICAN CENTY ETF TR
+$1.1M
116,542
+9%
清仓
PICK
ISHARES INC
-$1.0M
0
-100%
增持
AMZN
AMAZON COM INC
+$957.0K
3,243
+1%
增持
GS
GOLDMAN SACHS GROUP INC
+$909.0K
3,770
+299%
增持
BUFD
FIRST TR EXCHNG TRADED FD VI
+$879.0K
115,287
+55%
增持
—
CANADIAN PAC RY LTD
+$826.0K
52,699
+7%
减持
HYLS
FIRST TR EXCHANGE-TRADED FD
-$746.0K
31,617
-33%
减持
SLQT
SELECTQUOTE INC
-$705.0K
132,236
-9%
清仓
CCD
CALAMOS DYNAMIC CONV & INCOM
-$591.0K
0
-100%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$582.0K
5,459
+27%
增持
ITA
ISHARES TR
+$582.0K
15,521
+38%
增持
TIP
ISHARES TR
+$511.0K
8,470
+97%
增持
IHI
ISHARES TR
+$493.0K
235,777
+0%
减持
FPE
FIRST TR EXCH TRADED FD III
-$479.0K
102,281
-16%
增持
FENY
FIDELITY COVINGTON TRUST
+$457.0K
86,808
+14%
建仓
IYG
ISHARES TR
+$456.0K
2,531
清仓
—
CERNER CORP
-$444.0K
0
-100%
建仓
TEQI
T ROWE PRICE ETF INC
+$439.0K
11,880
增持
XLB
SELECT SECTOR SPDR TR
+$420.0K
57,813
+4%
减持
IWP
ISHARES TR
-$378.0K
33,122
-10%
减持
MUB
ISHARES TR
-$377.0K
5,474
-36%
增持
GLD
SPDR GOLD TR
+$353.0K
3,197
+139%
清仓
IUSG
ISHARES TR
-$342.0K
0
-100%
减持
IWY
ISHARES TR
-$335.0K
33,390
-5%
增持
SDY
SPDR SER TR
+$326.0K
10,829
+29%
清仓
GIGB
GOLDMAN SACHS ETF TR
-$316.0K
0
-100%
清仓
SDG
ISHARES TR
-$316.0K
0
-100%
建仓
IWS
ISHARES TR
+$316.0K
2,642
清仓
V
VISA INC
-$310.0K
0
-100%
建仓
PEY
INVESCO EXCHANGE TRADED FD T
+$304.0K
13,908
减持
IGIB
ISHARES TR
-$291.0K
12,123
-27%
减持
JPM
JPMORGAN CHASE & CO
-$286.0K
8,923
-12%
减持
SPY
SPDR S&P 500 ETF TR
-$283.0K
25,817
-3%
增持
DOCU
DOCUSIGN INC
+$257.0K
5,472
+109%
增持
IFRA
ISHARES TR
+$250.0K
62,912
+3%
建仓
COMB
GRANITESHARES ETF TR
+$249.0K
7,745
增持
COST
COSTCO WHSL CORP NEW
+$231.0K
2,062
+9%
建仓
ABBV
ABBVIE INC
+$219.0K
1,350
清仓
META
META PLATFORMS INC
-$218.0K
0
-100%
建仓
DE
DEERE & CO
+$209.0K
503
减持
SMH
VANECK ETF TRUST
-$205.0K
20,207
-2%
建仓
—
BARRICK GOLD CORP
+$204.0K
8,325
建仓
DVN
DEVON ENERGY CORP NEW
+$203.0K
3,438
减持
GOOGL
ALPHABET INC
+$171.0K
2,306
-0%
增持
XLI
SELECT SECTOR SPDR TR
+$163.0K
24,842
+4%
增持
WMT
WALMART INC
+$158.0K
5,918
+14%
增持
XLU
SELECT SECTOR SPDR TR
+$157.0K
15,242
+8%
增持
XLK
SELECT SECTOR SPDR TR
+$143.0K
4,496
+27%
建仓
CFFN
CAPITOL FED FINL INC
+$132.0K
12,106
增持
IYE
ISHARES TR
+$129.0K
20,609
+1%
增持
MOAT
VANECK ETF TRUST
+$127.0K
58,898
+2%
增持
QCLN
FIRST TR EXCHANGE-TRADED FD
+$122.0K
14,176
+2%
增持
XLV
SELECT SECTOR SPDR TR
+$112.0K
4,099
+20%
减持
GOOG
ALPHABET INC
+$111.0K
1,474
-0%
减持
MSFT
MICROSOFT CORP
-$109.0K
37,333
-0%
增持
FCG
FIRST TR EXCHANGE-TRADED FD
+$108.0K
13,608
+18%
增持
IJR
ISHARES TR
+$106.0K
11,302
+8%
增持
—
MANAGED PORTFOLIO SERIES
+$104.0K
28,351
+4%
减持
XLP
SELECT SECTOR SPDR TR
-$97.0K
71,873
-2%
减持
ESGE
ISHARES INC
-$93.0K
21,733
-3%
增持
IYF
ISHARES TR
+$93.0K
8,439
+18%
减持
ICLN
ISHARES TR
+$89.0K
34,671
-1%
减持
LIT
GLOBAL X FDS
-$88.0K
26,854
-2%
减持
DIS
DISNEY WALT CO
-$84.0K
3,685
-11%
增持
FTEC
FIDELITY COVINGTON TRUST
-$83.0K
125,130
+1%
增持
DUK
DUKE ENERGY CORP NEW
+$83.0K
5,337
+9%
增持
FMAT
FIDELITY COVINGTON TRUST
+$80.0K
12,887
+8%
建仓
—
CANOPY GROWTH CORP
+$76.0K
10,024
增持
HD
HOME DEPOT INC
-$75.0K
1,112
+0%
减持
OEF
ISHARES TR
-$74.0K
9,092
-4%
减持
ONEQ
FIDELITY COMWLTH TR
-$73.0K
20,291
-6%
减持
XBI
SPDR SER TR
-$69.0K
4,503
-11%
减持
XT
ISHARES TR
-$65.0K
11,948
-8%
增持
TSLA
TESLA INC
+$65.0K
354
+5%
增持
EVRG
EVERGY INC
+$63.0K
17,193
+0%
增持
LLY
LILLY ELI & CO
+$62.0K
1,259
+3%
减持
EFG
ISHARES TR
-$60.0K
7,345
-4%
减持
FBT
FIRST TR EXCHANGE-TRADED FD
-$58.0K
1,430
-21%
增持
BX
BLACKSTONE INC
+$58.0K
6,489
+12%
增持
UNP
UNION PAC CORP
+$57.0K
1,927
+0%
减持
CVX
CHEVRON CORP NEW
+$57.0K
2,706
-7%
增持
NFLX
NETFLIX INC
-$57.0K
1,201
+1%
减持
AAPL
APPLE INC
-$51.0K
105,040
-0%
减持
QTEC
FIRST TR NASDAQ 100 TECH IND
-$50.0K
9,255
-1%
减持
QQQ
INVESCO QQQ TR
-$50.0K
9,216
-1%
减持
T
AT&T INC
-$49.0K
8,860
-12%
增持
FDIS
FIDELITY COVINGTON TRUST
+$47.0K
4,405
+16%
减持
—
INVESCO EXCH TRD SLF IDX FD
-$47.0K
9,275
-15%
减持
FHLC
FIDELITY COVINGTON TRUST
+$46.0K
122,167
-3%
增持
ESGU
ISHARES TR
+$46.0K
11,972
+4%
减持
MGC
VANGUARD WORLD FD
-$44.0K
2,858
-9%
减持
AGG
ISHARES TR
-$39.0K
2,458
-9%
减持
IJJ
ISHARES TR
-$39.0K
11,061
-6%
减持
IWM
ISHARES TR
-$34.0K
2,549
-8%
增持
ARKK
ARK ETF TR
-$33.0K
6,328
+5%
增持
ET
ENERGY TRANSFER L P
+$29.0K
16,615
+2%
减持
VIGI
VANGUARD WHITEHALL FDS
-$29.0K
11,653
-1%
增持
PG
PROCTER AND GAMBLE CO
-$28.0K
3,878
+0%
增持
VLUE
ISHARES TR
-$27.0K
12,891
+1%
减持
FTSL
FIRST TR EXCHANGE-TRADED FD
-$25.0K
14,723
-2%
增持
IJH
ISHARES TR
+$24.0K
2,933
+1%
增持
REZ
ISHARES TR
+$23.0K
6,762
+0%
减持
EFAV
ISHARES TR
-$23.0K
3,778
-7%
增持
QUAL
ISHARES TR
+$23.0K
7,045
+3%
减持
EFV
ISHARES TR
-$21.0K
4,691
-6%
增持
IVE
ISHARES TR
+$20.0K
2,688
+4%
减持
FXH
FIRST TR EXCHANGE TRADED FD
-$20.0K
12,626
-5%
增持
IETC
ISHARES U S ETF TR
+$19.0K
9,848
+6%
减持
CAT
CATERPILLAR INC
+$19.0K
1,441
-4%
增持
—
ETF MANAGERS TR
+$18.0K
23,068
+6%
增持
MCD
MCDONALDS CORP
-$18.0K
1,496
+0%
减持
URI
UNITED RENTALS INC
+$18.0K
782
-4%
增持
CBSH
COMMERCE BANCSHARES INC
+$17.0K
6,341
+0%
增持
VZ
VERIZON COMMUNICATIONS INC
-$15.0K
7,862
+1%
增持
JNJ
JOHNSON & JOHNSON
+$15.0K
2,690
+0%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$13.0K
369
+5%
减持
UNH
UNITEDHEALTH GROUP INC
+$12.0K
1,505
-6%
增持
DLR
DIGITAL RLTY TR INC
-$10.0K
1,607
+1%
减持
DHR
DANAHER CORPORATION
-$9.0K
759
-7%
增持
STIP
ISHARES TR
-$8.0K
91,500
+0%
增持
PEP
PEPSICO INC
-$8.0K
1,362
+0%
减持
SO
SOUTHERN CO
-$7.0K
2,842
-7%
增持
IXN
ISHARES TR
-$7.0K
4,608
+0%
增持
VO
VANGUARD INDEX FDS
+$6.0K
1,514
+0%
增持
—
GLOBAL MED REIT INC
+$6.0K
29,358
+5%
增持
PFE
PFIZER INC
-$6.0K
8,433
+0%
增持
VTWO
VANGUARD SCOTTSDALE FDS
+$6.0K
3,444
+0%
减持
CSCO
CISCO SYS INC
-$5.0K
9,446
-1%
减持
XLRE
SELECT SECTOR SPDR TR
-$5.0K
12,981
-3%
增持
FEX
FIRST TR LRGE CP CORE ALPHA
+$4.0K
2,730
+0%
增持
IWF
ISHARES TR
-$3.0K
2,632
+0%
增持
AVUS
AMERICAN CENTY ETF TR
+$3.0K
3,193
+0%
