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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
22Q4 调仓
2022-09-30 → 2022-12-31 · 共 150 项
建仓 36
增持 58
减持 42
清仓 14
方向
标的
Δ市值
现股数(环比)
减持
DBC
INVESCO DB COMMDY INDX TRCK
-$14.3M
657,108
-48%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$11.4M
474,731
+65%
增持
IGIB
ISHARES TR
+$10.4M
217,081
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。
+1622%
增持
FTRI
FIRST TR EXCHANGE TRADED FD
+$9.9M
720,768
+3552%
增持
MUB
ISHARES TR
+$8.4M
80,874
+3374%
减持
RDVY
FIRST TR EXCHANGE-TRADED FD
-$8.2M
371,905
-45%
增持
NOBL
PROSHARES TR
+$7.1M
243,411
+24%
建仓
DIVI
FRANKLIN TEMPLETON ETF TR
+$6.8M
234,628
增持
IVV
ISHARES TR
+$6.0M
102,849
+1%
清仓
HYG
ISHARES TR
-$5.2M
0
-100%
建仓
DIVO
AMPLIFY ETF TR
+$5.2M
143,480
建仓
SJNK
SPDR SER TR
+$5.1M
205,674
增持
SOXX
ISHARES TR
+$4.6M
14,502
+195%
建仓
IGSB
ISHARES TR
+$4.3M
86,662
减持
XLP
SELECT SECTOR SPDR TR
-$4.0M
10,730
-85%
建仓
JPEM
J P MORGAN EXCHANGE TRADED F
+$3.9M
76,231
增持
FTSL
FIRST TR EXCHANGE-TRADED FD
+$3.6M
210,637
+52%
建仓
REGL
PROSHARES TR
+$3.3M
44,378
减持
SMH
VANECK ETF TRUST
-$2.9M
3,060
-84%
减持
SYLD
CAMBRIA ETF TR
+$2.6M
211,998
-1%
增持
FTEC
FIDELITY COVINGTON TRUST
+$2.4M
127,415
+2%
增持
AVUV
AMERICAN CENTY ETF TR
+$2.4M
138,624
+1%
减持
TAXF
AMERICAN CENTY ETF TR
-$2.3M
6,076
-89%
减持
XLB
SELECT SECTOR SPDR TR
-$2.3M
18,634
-67%
增持
FENY
FIDELITY COVINGTON TRUST
+$2.2M
263,208
+24%
建仓
FEMS
FIRST TR EXCH TRD ALPHDX FD
+$1.9M
49,674
减持
ITOT
ISHARES TR
+$1.7M
187,406
-4%
减持
FHLC
FIDELITY COVINGTON TRUST
-$1.7M
94,641
-29%
清仓
LIT
GLOBAL X FDS
-$1.7M
0
-100%
减持
KRE
SPDR SER TR
-$1.6M
33,022
-48%
增持
IHI
ISHARES TR
+$1.6M
181,774
+4%
减持
MSFT
MICROSOFT CORP
+$1.4M
38,008
-0%
减持
XLI
SELECT SECTOR SPDR TR
-$1.4M
4,332
-81%
减持
AAPL
APPLE INC
+$1.3M
102,638
-2%
增持
FTGC
FIRST TR EXCHANGE TRAD FD VI
+$1.2M
996,437
+11%
减持
IFRA
ISHARES TR
+$1.1M
183,031
-1%
减持
AMZN
AMAZON COM INC
-$1.1M
65,048
-2%
建仓
ADBE
ADOBE SYSTEMS INCORPORATED
+$944.3K
2,518
增持
ITA
ISHARES TR
+$881.5K
20,384
+25%
清仓
—
ETF MANAGERS TR
-$831.0K
0
-100%
增持
MOAT
VANECK ETF TRUST
+$817.4K
57,885
+1%
清仓
VCSH
VANGUARD SCOTTSDALE FDS
-$717.0K
0
-100%
增持
—
CANADIAN PAC RY LTD
+$680.5K
51,440
+0%
增持
FDL
FIRST TR MORNINGSTAR DIVID L
+$675.8K
37,527
+59%
增持
NFLX
NETFLIX INC
+$655.3K
2,497
+145%
增持
XLU
SELECT SECTOR SPDR TR
+$594.4K
48,743
+17%
减持
SPY
SPDR S&P 500 ETF TR
-$568.4K
24,379
-18%
清仓
ARTY
ISHARES TR
-$529.0K
0
-100%
增持
IJR
ISHARES TR
+$491.0K
15,948
+17%
清仓
BUFR
FIRST TR EXCHNG TRADED FD VI
-$484.0K
0
-100%
清仓
BUFD
FIRST TR EXCHNG TRADED FD VI
-$455.0K
0
-100%
减持
EQRR
PROSHARES TR
-$431.3K
19,629
-44%
清仓
CBSH
COMMERCE BANCSHARES INC
-$416.0K
0
-100%
建仓
STIP
ISHARES TR
+$360.3K
3,694
建仓
ABBV
ABBVIE INC
+$359.9K
2,341
建仓
COP
CONOCOPHILLIPS
+$356.2K
3,172
建仓
FLOT
ISHARES TR
+$354.8K
7,010
清仓
SPEM
SPDR INDEX SHS FDS
-$353.0K
0
-100%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$335.3K
5,786
+4%
建仓
IBB
ISHARES TR
+$328.6K
2,449
建仓
—
EXXON MOBIL CORP
+$308.8K
2,622
减持
IWY
ISHARES TR
-$307.9K
25,234
-18%
增持
IJS
ISHARES TR
+$307.6K
8,419
+24%
增持
BX
BLACKSTONE INC
+$306.7K
8,251
+41%
增持
CVX
CHEVRON CORP NEW
+$292.3K
4,066
+45%
建仓
IWO
ISHARES TR
+$288.3K
1,213
建仓
IYY
ISHARES TR
+$287.9K
2,846
建仓
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$285.6K
2,972
建仓
NVDA
NVIDIA CORPORATION
+$285.6K
1,311
清仓
COMB
GRANITESHARES ETF TR
-$283.0K
0
-100%
建仓
SO
SOUTHERN CO
+$280.0K
4,170
减持
FPE
FIRST TR EXCH TRADED FD III
-$278.8K
11,998
-59%
建仓
BA
BOEING CO
+$278.7K
1,293
增持
IJH
ISHARES TR
+$268.1K
3,809
+12%
增持
QUAL
ISHARES TR
+$265.3K
10,039
+6%
减持
IWP
ISHARES TR
-$259.5K
22,282
-25%
建仓
URI
UNITED RENTALS INC
+$258.7K
563
建仓
FMHI
FIRST TR EXCH TRADED FD III
+$258.0K
5,414
增持
VIGI
VANGUARD WHITEHALL FDS
+$253.4K
12,404
+16%
建仓
IGF
ISHARES TR
+$251.9K
5,240
建仓
TMO
THERMO FISHER SCIENTIFIC INC
+$240.7K
419
清仓
ARKK
ARK ETF TR
-$240.0K
0
-100%
增持
—
PROSHARES TR
-$238.2K
26,609
+0%
建仓
FEX
FIRST TR LRGE CP CORE ALPHA
+$235.4K
2,746
清仓
FDG
AMERICAN CENTY ETF TR
-$235.0K
0
-100%
建仓
BIBL
NORTHERN LTS FD TR IV
+$233.0K
7,150
建仓
MPC
MARATHON PETE CORP
+$231.9K
1,815
增持
COST
COSTCO WHSL CORP NEW
+$230.9K
2,357
+16%
建仓
IEMG
ISHARES INC
+$226.7K
4,537
减持
QQQ
INVESCO QQQ TR
-$226.1K
10,502
-18%
增持
JPM
JPMORGAN CHASE & CO
+$219.7K
5,189
+4%
建仓
IJK
ISHARES TR
+$219.4K
2,965
建仓
CIBR
FIRST TR EXCHANGE TRADED FD
+$213.0K
5,070
建仓
ANGL
VANECK ETF TRUST
+$209.4K
7,578
增持
—
MANAGED PORTFOLIO SERIES
+$209.4K
67,657
+2%
清仓
PEP
PEPSICO INC
-$209.0K
0
-100%
建仓
—
ETF MANAGERS TR
+$203.5K
3,413
建仓
CRM
SALESFORCE INC
+$201.2K
1,176
建仓
IEFA
ISHARES TR
+$201.0K
3,005
建仓
DVN
DEVON ENERGY CORP NEW
+$200.6K
3,156
清仓
ICLN
ISHARES TR
-$197.0K
0
-100%
减持
EFG
ISHARES TR
-$194.5K
3,643
-50%
增持
XLE
SELECT SECTOR SPDR TR
+$175.7K
4,331
+46%
减持
QTEC
FIRST TR NASDAQ 100 TECH IND
+$166.7K
8,927
-1%
增持
CAT
CATERPILLAR INC
+$159.4K
1,561
+12%
增持
ORCL
ORACLE CORP
+$158.6K
5,509
+1%
增持
OEF
ISHARES TR
+$158.1K
6,834
+0%
减持
FXH
FIRST TR EXCHANGE TRADED FD
+$157.9K
12,660
-2%
增持
VFVA
VANGUARD WELLINGTON FD
+$156.3K
5,258
+10%
增持
META
META PLATFORMS INC
+$154.7K
2,183
+25%
减持
GOOG
ALPHABET INC
-$153.5K
27,279
-4%
减持
IWR
ISHARES TR
+$124.9K
19,188
-7%
增持
WMT
WALMART INC
+$124.4K
6,315
+3%
增持
FCG
FIRST TR EXCHANGE-TRADED FD
+$115.1K
26,317
+12%
增持
ONEQ
FIDELITY COMWLTH TR
+$104.4K
18,400
+1%
增持
XLK
SELECT SECTOR SPDR TR
+$102.6K
4,220
+0%
增持
VTI
VANGUARD INDEX FDS
+$99.9K
3,538
+0%
增持
IYG
ISHARES TR
+$98.8K
2,820
+1%
增持
MRK
MERCK & CO INC
+$96.5K
4,011
+1%
建仓
FSCO
FS CREDIT OPPORTUNITIES CORP
+$90.6K
19,392
增持
GS
GOLDMAN SACHS GROUP INC
+$89.0K
896
+7%
增持
AVUS
AMERICAN CENTY ETF TR
+$88.0K
3,912
+22%
增持
—
INVESCO EXCH TRD SLF IDX FD
+$88.0K
9,456
+9%
增持
SLQT
SELECTQUOTE INC
+$79.9K
59,191
+2%
减持
FMAT
FIDELITY COVINGTON TRUST
+$79.1K
12,258
-6%
增持
TEQI
T ROWE PRICE ETF INC
+$78.7K
12,339
+3%
增持
IVE
ISHARES TR
+$75.3K
2,642
+0%
增持
IWF
ISHARES TR
+$74.5K
2,600
+0%
增持
IWM
ISHARES TR
+$69.9K
2,237
+2%
减持
ESGE
ISHARES INC
+$67.9K
21,063
-5%
增持
TIP
ISHARES TR
+$66.5K
9,017
+4%
减持
EFA
ISHARES TR
+$64.8K
4,634
-3%
增持
MCD
MCDONALDS CORP
+$64.6K
1,520
+3%
减持
CSCO
CISCO SYS INC
+$62.5K
9,120
-2%
减持
IYF
ISHARES TR
-$62.2K
3,547
-32%
减持
IYE
ISHARES TR
+$59.9K
16,018
-10%
减持
ESGU
ISHARES TR
-$49.0K
10,661
-17%
减持
VO
VANGUARD INDEX FDS
+$46.2K
1,537
-2%
减持
—
GLOBAL MED REIT INC
-$45.4K
17,340
-38%
减持
HD
HOME DEPOT INC
+$45.3K
1,052
-2%
减持
PFE
PFIZER INC
-$45.0K
5,909
-15%
减持
MGC
VANGUARD WORLD FD
+$42.9K
2,525
-1%
减持
VZ
VERIZON COMMUNICATIONS INC
-$42.8K
6,007
-20%
增持
DGRO
ISHARES TR
+$39.9K
4,768
+2%
增持
ET
ENERGY TRANSFER L P
+$37.4K
17,563
+2%
减持
XT
ISHARES TR
+$36.6K
11,013
-11%
增持
DUK
DUKE ENERGY CORP NEW
+$36.6K
5,154
+0%
减持
IJJ
ISHARES TR
+$35.8K
14,468
-18%
减持
XLV
SELECT SECTOR SPDR TR
+$35.3K
4,157
-3%
增持
UNP
UNION PAC CORP
+$34.2K
1,894
+4%
