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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
22Q3 调仓
2022-06-30 → 2022-09-30 · 共 150 项
建仓 11
增持 65
减持 58
清仓 16
方向
标的
Δ市值
现股数(环比)
减持
ITOT
ISHARES TR
-$21.8M
195,135
-56%
建仓
JEPI
J P MORGAN EXCHANGE TRADED F
+$14.7M
286,920
增持
FTGC
FIRST TR EXCHANGE TRAD FD VI
+$6.9M
899,446
+52%
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。
减持
BUFR
FIRST TR EXCHNG TRADED FD VI
-$6.8M
23,204
-93%
增持
FTSL
FIRST TR EXCHANGE-TRADED FD
+$5.9M
138,273
+2534%
减持
BUFD
FIRST TR EXCHNG TRADED FD VI
-$3.8M
23,786
-89%
增持
DBC
INVESCO DB COMMDY INDX TRCK
-$3.3M
1,264,448
+0%
清仓
IEFA
ISHARES TR
-$3.3M
0
-100%
增持
FENY
FIDELITY COVINGTON TRUST
+$2.8M
212,266
+181%
建仓
TAXF
AMERICAN CENTY ETF TR
+$2.6M
54,161
减持
RDVY
FIRST TR EXCHANGE-TRADED FD
-$2.3M
675,121
-3%
增持
XLU
SELECT SECTOR SPDR TR
+$1.5M
41,608
+146%
清仓
VLUE
ISHARES TR
-$1.1M
0
-100%
增持
IVV
ISHARES TR
-$986.0K
102,098
+3%
减持
GS
GOLDMAN SACHS GROUP INC
-$908.0K
841
-78%
增持
MSFT
MICROSOFT CORP
-$838.0K
38,055
+1%
减持
AVUV
AMERICAN CENTY ETF TR
-$811.0K
137,906
-5%
建仓
VCSH
VANGUARD SCOTTSDALE FDS
+$717.0K
9,651
增持
FTEC
FIDELITY COVINGTON TRUST
-$688.0K
125,259
+0%
建仓
—
PROSHARES TR
+$594.0K
26,506
增持
NOBL
PROSHARES TR
-$584.0K
195,692
+3%
减持
IHI
ISHARES TR
-$571.0K
174,968
-0%
建仓
IJS
ISHARES TR
+$562.0K
6,814
减持
XLB
SELECT SECTOR SPDR TR
-$553.0K
56,066
-5%
增持
GOOGL
ALPHABET INC
-$548.0K
47,264
+1932%
减持
JPM
JPMORGAN CHASE & CO
-$544.0K
4,979
-47%
减持
SYLD
CAMBRIA ETF TR
-$524.0K
214,713
-1%
增持
QQQ
INVESCO QQQ TR
+$512.0K
12,812
+23%
建仓
FTSM
FIRST TR EXCHANGE-TRADED FD
+$507.0K
8,547
增持
IJJ
ISHARES TR
+$467.0K
17,715
+48%
增持
GOOG
ALPHABET INC
-$458.0K
28,553
+1850%
减持
ICLN
ISHARES TR
-$455.0K
10,323
-70%
减持
EQRR
PROSHARES TR
-$430.0K
35,286
-19%
减持
SMH
VANECK ETF TRUST
-$399.0K
19,574
-1%
增持
SPY
SPDR S&P 500 ETF TR
+$381.0K
29,770
+10%
减持
IFRA
ISHARES TR
-$357.0K
185,165
-0%
减持
MOAT
VANECK ETF TRUST
-$353.0K
57,395
-4%
增持
XLP
SELECT SECTOR SPDR TR
-$350.0K
72,089
+1%
减持
XLI
SELECT SECTOR SPDR TR
-$334.0K
22,727
-10%
建仓
ONEY
SPDR SER TR
+$319.0K
3,832
增持
FDL
FIRST TR MORNINGSTAR DIVID L
+$307.0K
23,667
+84%
增持
FPE
FIRST TR EXCH TRADED FD III
+$293.0K
29,610
+154%
减持
AMZN
AMAZON COM INC
+$290.0K
66,713
-2%
清仓
IWS
ISHARES TR
-$269.0K
0
-100%
减持
VTI
VANGUARD INDEX FDS
-$251.0K
3,532
-25%
增持
SOXX
ISHARES TR
+$250.0K
4,920
+30%
建仓
FTRI
FIRST TR EXCHANGE TRADED FD
+$241.0K
19,737
建仓
NFLX
NETFLIX INC
+$240.0K
1,019
增持
FCG
FIRST TR EXCHANGE-TRADED FD
+$237.0K
23,474
+72%
清仓
XMVM
INVESCO EXCHANGE TRADED FD T
-$235.0K
0
-100%
清仓
XSVM
INVESCO EXCHANGE TRADED FD T
-$233.0K
0
-100%
清仓
IYJ
ISHARES TR
-$232.0K
0
-100%
增持
HYG
ISHARES TR
+$231.0K
73,412
+8%
清仓
TSM
TAIWAN SEMICONDUCTOR MFG LTD
-$228.0K
0
-100%
减持
IWY
ISHARES TR
-$228.0K
30,891
-1%
清仓
PDBC
INVESCO ACTVELY MNGD ETC FD
-$226.0K
0
-100%
清仓
FXN
FIRST TR EXCHANGE TRADED FD
-$221.0K
0
-100%
建仓
XLE
SELECT SECTOR SPDR TR
+$214.0K
2,970
清仓
DLR
DIGITAL RLTY TR INC
-$210.0K
0
-100%
清仓
ABBV
ABBVIE INC
-$208.0K
0
-100%
清仓
FEX
FIRST TR LRGE CP CORE ALPHA
-$208.0K
0
-100%
清仓
TMO
THERMO FISHER SCIENTIFIC INC
-$207.0K
0
-100%
清仓
BIBL
NORTHERN LTS FD TR IV
-$207.0K
0
-100%
建仓
DGRO
ISHARES TR
+$207.0K
4,666
清仓
EFAV
ISHARES TR
-$204.0K
0
-100%
减持
LIT
GLOBAL X FDS
-$203.0K
25,344
-2%
清仓
—
ETF MANAGERS TR
-$202.0K
0
-100%
减持
PECO
PHILLIPS EDISON & CO INC
-$200.0K
30,564
-3%
减持
EFA
ISHARES TR
-$200.0K
4,757
-36%
减持
—
CANADIAN PAC RY LTD
-$181.0K
51,347
-1%
减持
SLQT
SELECTQUOTE INC
-$164.0K
57,930
-30%
增持
—
MANAGED PORTFOLIO SERIES
+$164.0K
66,134
+18%
减持
IYF
ISHARES TR
-$153.0K
5,215
-28%
增持
IJR
ISHARES TR
+$152.0K
13,573
+22%
减持
VIGI
VANGUARD WHITEHALL FDS
-$150.0K
10,716
-10%
减持
AAPL
APPLE INC
+$130.0K
104,876
-0%
减持
BX
BLACKSTONE INC
-$129.0K
5,846
-14%
减持
VIG
VANGUARD SPECIALIZED FUNDS
-$128.0K
6,015
-8%
减持
PG
PROCTER AND GAMBLE CO
-$114.0K
4,012
-7%
减持
QTEC
FIRST TR NASDAQ 100 TECH IND
-$111.0K
8,995
-2%
减持
SDY
SPDR SER TR
-$111.0K
10,529
-3%
减持
VZ
VERIZON COMMUNICATIONS INC
-$100.0K
7,508
-1%
增持
ESGE
ISHARES INC
-$99.0K
22,239
+1%
减持
PFE
PFIZER INC
-$99.0K
6,966
-10%
增持
ITA
ISHARES TR
-$95.0K
16,339
+2%
增持
EVRG
EVERGY INC
-$95.0K
17,387
+1%
增持
FHLC
FIDELITY COVINGTON TRUST
-$88.0K
133,420
+4%
减持
VFVA
VANGUARD WELLINGTON FD
-$80.0K
4,779
-12%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$79.0K
5,543
-3%
增持
IJH
ISHARES TR
+$79.0K
3,401
+15%
减持
—
ETF MANAGERS TR
-$74.0K
22,012
-5%
减持
EFG
ISHARES TR
-$73.0K
7,271
-3%
减持
ARTY
ISHARES TR
-$73.0K
22,220
-2%
增持
DUK
DUKE ENERGY CORP NEW
-$73.0K
5,152
+0%
增持
WMT
WALMART INC
+$70.0K
6,146
+3%
减持
CSCO
CISCO SYS INC
-$68.0K
9,345
-10%
增持
OEF
ISHARES TR
-$67.0K
6,828
+0%
增持
FXH
FIRST TR EXCHANGE TRADED FD
-$66.0K
12,967
+1%
减持
QCLN
FIRST TR EXCHANGE-TRADED FD
+$56.0K
13,768
-1%
增持
XLRE
SELECT SECTOR SPDR TR
-$55.0K
11,803
+1%
减持
UNP
UNION PAC CORP
-$55.0K
1,826
-5%
增持
O
REALTY INCOME CORP
-$51.0K
7,230
+4%
增持
ORCL
ORACLE CORP
-$48.0K
5,467
+0%
减持
IWP
ISHARES TR
-$45.0K
29,631
-1%
减持
XLK
SELECT SECTOR SPDR TR
-$42.0K
4,210
-1%
增持
GLD
SPDR GOLD TR
-$40.0K
3,372
+1%
增持
XT
ISHARES TR
-$39.0K
12,344
+0%
增持
FMAT
FIDELITY COVINGTON TRUST
-$37.0K
12,990
+0%
增持
TSLA
TESLA INC
+$37.0K
1,391
+182%
减持
ONEQ
FIDELITY COMWLTH TR
-$36.0K
18,191
-1%
减持
MCD
MCDONALDS CORP
-$36.0K
1,475
-3%
减持
DIS
DISNEY WALT CO
-$34.0K
2,400
-13%
增持
UNH
UNITEDHEALTH GROUP INC
+$32.0K
488
+17%
增持
TIP
ISHARES TR
-$30.0K
8,633
+5%
减持
CAT
CATERPILLAR INC
-$30.0K
1,388
-4%
增持
IWR
ISHARES TR
-$29.0K
20,736
+2%
减持
MGC
VANGUARD WORLD FD
-$28.0K
2,546
-3%
减持
COST
COSTCO WHSL CORP NEW
-$26.0K
2,040
-1%
减持
DOCU
DOCUSIGN INC
-$24.0K
4,978
-1%
增持
IVE
ISHARES TR
-$22.0K
2,634
+0%
增持
ET
ENERGY TRANSFER L P
+$21.0K
17,186
+2%
增持
IVW
ISHARES TR
-$21.0K
8,149
+0%
减持
PEP
PEPSICO INC
-$20.0K
1,280
-7%
增持
IWF
ISHARES TR
-$20.0K
2,589
+0%
增持
QUAL
ISHARES TR
+$19.0K
9,434
+10%
增持
JNJ
JOHNSON & JOHNSON
-$18.0K
2,755
+4%
增持
MRK
MERCK & CO INC
-$18.0K
3,979
+1%
减持
ARKK
ARK ETF TR
-$17.0K
6,356
-1%
减持
—
INVESCO EXCH TRD SLF IDX FD
-$17.0K
8,704
-1%
增持
LLY
LILLY ELI & CO
+$16.0K
1,313
+4%
增持
CVX
CHEVRON CORP NEW
+$14.0K
2,803
+4%
增持
VO
VANGUARD INDEX FDS
-$12.0K
1,568
+1%
减持
CFFN
CAPITOL FED FINL INC
-$12.0K
12,088
-1%
增持
NEE
NEXTERA ENERGY INC
+$11.0K
10,527
+0%
增持
COMB
GRANITESHARES ETF TR
-$11.0K
9,787
+1%
增持
IXN
ISHARES TR
-$10.0K
4,837
+3%
增持
IYG
ISHARES TR
-$10.0K
2,788
+2%
增持
ESGU
ISHARES TR
+$9.0K
12,901
+7%
增持
AVUS
AMERICAN CENTY ETF TR
-$8.0K
3,209
+0%
增持
XLV
SELECT SECTOR SPDR TR
-$6.0K
4,291
+5%
增持
VTWO
VANGUARD SCOTTSDALE FDS
-$5.0K
3,530
+1%
减持
IYE
ISHARES TR
-$5.0K
17,808
-4%
增持
META
META PLATFORMS INC
-$5.0K
1,746
+16%
增持
DHR
DANAHER CORPORATION
+$5.0K
862
+0%
增持
MUB
ISHARES TR
-$3.0K
2,328
+2%
增持
HD
HOME DEPOT INC
+$3.0K
1,069
+0%
减持
KRE
SPDR SER TR
-$3.0K
63,240
-1%
增持
CBSH
COMMERCE BANCSHARES INC
+$3.0K
6,290
+0%
增持
IGIB
ISHARES TR
-$2.0K
12,608
+5%
减持
XBI
SPDR SER TR
+$0
4,010
-6%
