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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
23Q1 调仓
2022-12-31 → 2023-03-31 · 共 149 项
建仓 7
增持 71
减持 64
清仓 7
方向
标的
Δ市值
现股数(环比)
清仓
KRE
SPDR SER TR
-$2.1M
0
-100%
增持
IGSB
ISHARES TR
+$1.7M
119,159
+37%
增持
AAPL
APPLE INC
+$1.6M
105,358
+3%
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
RDVY
FIRST TR EXCHANGE-TRADED FD
-$1.4M
370,511
-0%
增持
SYLD
CAMBRIA ETF TR
-$1.3M
214,222
+1%
增持
AVUV
AMERICAN CENTY ETF TR
-$1.2M
139,360
+1%
减持
DBC
INVESCO DB COMMDY INDX TRCK
-$896.6K
634,285
-3%
减持
FENY
FIDELITY COVINGTON TRUST
-$760.3K
253,372
-4%
增持
FTEC
FIDELITY COVINGTON TRUST
+$696.4K
127,567
+0%
减持
MSFT
MICROSOFT CORP
+$639.5K
37,988
-0%
减持
ITOT
ISHARES TR
-$616.6K
183,516
-2%
减持
NFLX
NETFLIX INC
-$553.3K
990
-60%
增持
FTRI
FIRST TR EXCHANGE TRADED FD
-$536.6K
725,418
+1%
增持
IGIB
ISHARES TR
+$527.1K
224,820
+4%
增持
FTGC
FIRST TR EXCHANGE TRAD FD VI
-$456.0K
1,000,781
+0%
增持
GOOGL
ALPHABET INC
+$452.0K
47,628
+0%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$448.4K
486,943
+3%
清仓
—
INVESCO EXCH TRD SLF IDX FD
-$351.0K
0
-100%
清仓
IYF
ISHARES TR
-$289.8K
0
-100%
增持
SJNK
SPDR SER TR
+$277.2K
215,925
+5%
建仓
LQD
ISHARES TR
+$267.5K
2,441
减持
FDL
FIRST TR MORNINGSTAR DIVID L
-$252.8K
33,324
-11%
建仓
SAIA
SAIA INC
+$233.2K
857
减持
AMZN
AMAZON COM INC
+$224.8K
64,863
-0%
减持
FHLC
FIDELITY COVINGTON TRUST
-$224.7K
93,988
-1%
减持
SOXX
ISHARES TR
+$222.7K
14,318
-1%
减持
GOOG
ALPHABET INC
+$221.1K
27,044
-1%
建仓
OXY
OCCIDENTAL PETE CORP
+$219.3K
3,513
建仓
EFV
ISHARES TR
+$214.8K
4,427
清仓
ANGL
VANECK ETF TRUST
-$209.4K
0
-100%
建仓
HAS
HASBRO INC
+$202.5K
3,772
清仓
DHR
DANAHER CORPORATION
-$201.8K
0
-100%
清仓
DVN
DEVON ENERGY CORP NEW
-$200.6K
0
-100%
清仓
—
GLOBAL MED REIT INC
-$192.6K
0
-100%
增持
QQQ
INVESCO QQQ TR
+$184.1K
10,538
+0%
增持
NOBL
PROSHARES TR
-$178.3K
246,926
+1%
减持
—
CANADIAN PAC RY LTD
-$176.9K
51,073
-1%
增持
DIVI
FRANKLIN TEMPLETON ETF TR
+$173.5K
241,477
+3%
增持
ITA
ISHARES TR
+$159.8K
21,996
+8%
减持
EQRR
PROSHARES TR
-$151.5K
19,223
-2%
减持
IJJ
ISHARES TR
-$144.4K
14,453
-0%
增持
IFRA
ISHARES TR
-$138.1K
187,031
+2%
减持
XLB
SELECT SECTOR SPDR TR
-$126.9K
17,476
-6%
减持
BX
BLACKSTONE INC
-$125.2K
7,633
-7%
减持
DIVO
AMPLIFY ETF TR
-$124.1K
142,895
-0%
增持
CVX
CHEVRON CORP NEW
+$122.4K
5,011
+23%
增持
DGRO
ISHARES TR
+$114.7K
7,233
+52%
减持
IWY
ISHARES TR
+$104.8K
25,106
-1%
建仓
—
UNITED STS NAT GAS FD LP
+$103.1K
14,853
减持
FMAT
FIDELITY COVINGTON TRUST
-$99.4K
10,390
-15%
增持
MUB
ISHARES TR
+$97.3K
81,484
+1%
减持
STIP
ISHARES TR
-$94.2K
2,682
-27%
增持
IEMG
ISHARES INC
+$87.0K
6,430
+42%
增持
IJR
ISHARES TR
-$83.9K
16,444
+3%
减持
IYE
ISHARES TR
-$80.6K
15,528
-3%
增持
IJS
ISHARES TR
-$80.3K
8,434
+0%
增持
IVV
ISHARES TR
-$76.4K
103,589
+1%
减持
NVDA
NVIDIA CORPORATION
+$75.7K
1,301
-1%
增持
IHI
ISHARES TR
+$73.8K
183,983
+1%
增持
REGL
PROSHARES TR
-$72.9K
46,290
+4%
减持
IWR
ISHARES TR
-$72.8K
19,180
-0%
减持
JPM
JPMORGAN CHASE & CO
-$71.6K
5,127
-1%
减持
EVRG
EVERGY INC
-$70.4K
15,216
-7%
减持
XLU
SELECT SECTOR SPDR TR
-$66.3K
48,073
-1%
增持
—
EXXON MOBIL CORP
+$65.1K
3,410
+30%
增持
JPEM
J P MORGAN EXCHANGE TRADED F
+$64.8K
78,103
+2%
减持
IWP
ISHARES TR
-$62.5K
21,987
-1%
减持
FXH
FIRST TR EXCHANGE TRADED FD
-$62.5K
12,605
-0%
增持
QTEC
FIRST TR NASDAQ 100 TECH IND
+$55.7K
8,930
+0%
增持
MOAT
VANECK ETF TRUST
+$55.7K
58,459
+1%
减持
SDY
SPDR SER TR
-$55.4K
8,950
-0%
增持
FTSL
FIRST TR EXCHANGE-TRADED FD
+$54.4K
214,447
+2%
减持
GS
GOLDMAN SACHS GROUP INC
-$53.4K
861
-4%
增持
FCG
FIRST TR EXCHANGE-TRADED FD
-$51.6K
26,618
+1%
增持
IYG
ISHARES TR
-$51.6K
2,923
+4%
减持
XLP
SELECT SECTOR SPDR TR
-$49.4K
9,938
-7%
建仓
AKTSQ
AKOUSTIS TECHNOLOGIES INC
+$49.3K
16,000
减持
CAT
CATERPILLAR INC
-$47.3K
1,486
-5%
增持
IEFA
ISHARES TR
+$46.9K
3,707
+23%
增持
IJH
ISHARES TR
-$46.8K
3,866
+1%
增持
ABBV
ABBVIE INC
+$46.6K
2,551
+9%
减持
XT
ISHARES TR
-$44.0K
10,297
-7%
增持
TSLA
TESLA INC
+$41.1K
2,134
+3%
减持
COST
COSTCO WHSL CORP NEW
-$41.0K
2,320
-2%
减持
ADBE
ADOBE SYSTEMS INCORPORATED
-$40.6K
2,345
-7%
减持
URI
UNITED RENTALS INC
-$38.7K
556
-1%
减持
HD
HOME DEPOT INC
-$35.1K
1,034
-2%
减持
XLRE
SELECT SECTOR SPDR TR
-$34.4K
10,369
-1%
增持
PG
PROCTER AND GAMBLE CO
+$33.4K
3,617
+0%
增持
QCLN
FIRST TR EXCHANGE-TRADED FD
-$32.7K
13,745
+2%
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
-$32.4K
2,722
-8%
减持
ESGU
ISHARES TR
-$32.0K
10,425
-2%
增持
IWM
ISHARES TR
-$31.7K
2,238
+0%
增持
COP
CONOCOPHILLIPS
-$31.3K
3,276
+3%
减持
XLK
SELECT SECTOR SPDR TR
+$30.9K
4,195
-1%
减持
FLOT
ISHARES TR
-$30.5K
6,436
-8%
增持
IVW
ISHARES TR
+$30.0K
8,348
+5%
减持
SMH
VANECK ETF TRUST
-$29.3K
2,769
-10%
减持
XLI
SELECT SECTOR SPDR TR
-$28.7K
4,130
-5%
减持
XLV
SELECT SECTOR SPDR TR
-$27.8K
4,074
-2%
减持
ESGE
ISHARES INC
-$27.4K
20,822
-1%
增持
ONEQ
FIDELITY COMWLTH TR
+$25.5K
18,434
+0%
增持
—
PROSHARES TR
+$24.8K
28,230
+6%
增持
O
REALTY INCOME CORP
-$24.1K
6,399
+0%
增持
FPE
FIRST TR EXCH TRADED FD III
-$23.3K
12,024
+0%
增持
XLE
SELECT SECTOR SPDR TR
-$23.0K
4,427
+2%
减持
UNP
UNION PAC CORP
-$22.5K
1,827
-4%
增持
MCD
MCDONALDS CORP
+$21.1K
1,522
+0%
增持
SPY
SPDR S&P 500 ETF TR
+$20.7K
24,635
+1%
减持
DOCU
DOCUSIGN INC
-$20.3K
4,756
-1%
增持
JNJ
JOHNSON & JOHNSON
-$20.1K
2,816
+0%
减持
TIP
ISHARES TR
+$19.7K
9,000
-0%
减持
VO
VANGUARD INDEX FDS
-$19.4K
1,526
-1%
减持
IBB
ISHARES TR
-$19.0K
2,397
-2%
增持
VTWO
VANGUARD SCOTTSDALE FDS
-$18.6K
3,329
+0%
增持
DUK
DUKE ENERGY CORP NEW
-$18.2K
5,156
+0%
增持
CFFN
CAPITOL FED FINL INC
-$17.3K
10,109
+0%
增持
IWF
ISHARES TR
+$16.9K
2,604
+0%
减持
MRK
MERCK & CO INC
-$16.6K
3,974
-1%
增持
SLQT
SELECTQUOTE INC
+$15.3K
63,241
+7%
减持
ORCL
ORACLE CORP
+$14.4K
5,457
-1%
增持
FEX
FIRST TR LRGE CP CORE ALPHA
-$14.0K
2,750
+0%
增持
MPC
MARATHON PETE CORP
+$13.5K
1,820
+0%
增持
ONEY
SPDR SER TR
-$13.3K
3,190
+3%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$12.7K
396
-5%
增持
FMHI
FIRST TR EXCH TRADED FD III
+$12.7K
5,771
+7%
增持
OEF
ISHARES TR
+$12.6K
6,842
+0%
增持
IVE
ISHARES TR
-$12.4K
2,648
+0%
增持
PFE
PFIZER INC
-$10.4K
6,117
+4%
增持
AVUS
AMERICAN CENTY ETF TR
-$9.9K
3,925
+0%
减持
VZ
VERIZON COMMUNICATIONS INC
-$9.6K
5,982
-0%
减持
NEE
NEXTERA ENERGY INC
+$9.0K
10,532
-1%
减持
EFG
ISHARES TR
+$7.4K
3,639
-0%
减持
QUAL
ISHARES TR
-$6.9K
9,990
-0%
增持
FEMS
FIRST TR EXCH TRD ALPHDX FD
-$5.8K
50,412
+1%
减持
BA
BOEING CO
-$5.4K
1,287
-0%
增持
LLY
LILLY ELI & CO
-$4.8K
1,187
+1%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$4.7K
5,864
+1%
减持
WMT
WALMART INC
-$4.0K
6,221
-1%
增持
FSCO
FS CREDIT OPPORTUNITIES CORP
-$4.0K
19,498
+1%
减持
CIBR
FIRST TR EXCHANGE TRADED FD
-$3.6K
4,900
-3%
增持
—
MANAGED PORTFOLIO SERIES
+$3.5K
71,582
+6%
增持
ET
ENERGY TRANSFER L P
-$3.3K
17,975
+2%
减持
SO
SOUTHERN CO
-$3.2K
3,978
-5%
减持
META
META PLATFORMS INC
+$2.5K
1,860
-15%
减持
EFA
ISHARES TR
-$1.8K
4,599
-1%
增持
VIG
VANGUARD SPECIALIZED FUNDS
-$1.4K
5,341
+2%
增持
FTSM
FIRST TR EXCHANGE-TRADED FD
+$1.4K
8,545
+0%
增持
TAXF
AMERICAN CENTY ETF TR
+$1.3K
6,085
+0%
