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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
23Q2 调仓
2023-03-31 → 2023-06-30 · 共 150 项
建仓 13
增持 52
减持 65
清仓 20
方向
标的
Δ市值
现股数(环比)
增持
OEF
ISHARES TR
+$18.9M
96,472
+1310%
建仓
QQQM
INVESCO EXCH TRADED FD TR II
+$12.1M
78,919
减持
DBC
INVESCO DB COMMDY INDX TRCK
-$8.0M
289,075
-54%
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。
清仓
DIVO
AMPLIFY ETF TR
-$5.1M
0
-100%
建仓
CP
CANADIAN PACIFIC KANSAS CITY
+$4.1M
51,085
清仓
—
CANADIAN PAC RY LTD
-$3.9M
0
-100%
增持
AVUV
AMERICAN CENTY ETF TR
+$3.8M
169,860
+22%
减持
IVV
ISHARES TR
+$3.3M
102,161
-1%
增持
SYLD
CAMBRIA ETF TR
+$2.2M
233,904
+9%
减持
AMZN
AMAZON COM INC
+$2.2M
63,743
-2%
建仓
SPEM
SPDR INDEX SHS FDS
+$2.2M
61,282
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$2.0M
519,289
+7%
清仓
FEMS
FIRST TR EXCH TRD ALPHDX FD
-$1.9M
0
-100%
增持
FENY
FIDELITY COVINGTON TRUST
+$1.8M
312,703
+23%
增持
MSFT
MICROSOFT CORP
+$1.5M
38,070
+0%
减持
AAPL
APPLE INC
+$1.5M
103,689
-2%
建仓
DEM
WISDOMTREE TR
+$1.3M
32,926
清仓
FDL
FIRST TR MORNINGSTAR DIVID L
-$1.2M
0
-100%
减持
GOOGL
ALPHABET INC
+$1.2M
47,543
-0%
建仓
XMHQ
INVESCO EXCHANGE TRADED FD T
+$1.1M
13,031
减持
RDVY
FIRST TR EXCHANGE-TRADED FD
+$1.1M
360,797
-3%
增持
IGSB
ISHARES TR
+$1.0M
140,682
+18%
减持
ITOT
ISHARES TR
+$1.0M
178,319
-3%
清仓
TIP
ISHARES TR
-$992.2K
0
-100%
减持
XLU
SELECT SECTOR SPDR TR
-$989.7K
35,386
-26%
增持
IGIB
ISHARES TR
+$982.4K
249,724
+11%
减持
REGL
PROSHARES TR
-$963.7K
32,254
-30%
清仓
EQRR
PROSHARES TR
-$948.1K
0
-100%
减持
FTRI
FIRST TR EXCHANGE TRADED FD
-$937.0K
662,755
-9%
减持
FTSL
FIRST TR EXCHANGE-TRADED FD
-$912.8K
193,244
-10%
减持
SPY
SPDR S&P 500 ETF TR
+$885.4K
24,553
-0%
增持
IEMG
ISHARES INC
+$873.6K
23,475
+265%
增持
MOAT
VANECK ETF TRUST
+$851.6K
63,979
+9%
增持
DIVI
FRANKLIN TEMPLETON ETF TR
+$779.0K
264,161
+9%
增持
SJNK
SPDR SER TR
+$759.4K
249,306
+15%
清仓
XLP
SELECT SECTOR SPDR TR
-$742.5K
0
-100%
清仓
SMH
VANECK ETF TRUST
-$728.7K
0
-100%
减持
JPEM
J P MORGAN EXCHANGE TRADED F
-$664.8K
63,229
-19%
增持
GOOG
ALPHABET INC
+$663.8K
27,045
+0%
减持
SOXX
ISHARES TR
+$620.1K
13,619
-5%
清仓
FCG
FIRST TR EXCHANGE-TRADED FD
-$599.4K
0
-100%
减持
NOBL
PROSHARES TR
+$592.8K
242,703
-2%
减持
XLB
SELECT SECTOR SPDR TR
-$571.7K
10,027
-43%
减持
IHI
ISHARES TR
-$562.9K
173,137
-6%
增持
IJR
ISHARES TR
+$538.4K
20,591
+25%
增持
—
MANAGED PORTFOLIO SERIES
+$442.3K
86,915
+21%
清仓
XLI
SELECT SECTOR SPDR TR
-$417.8K
0
-100%
增持
FMHI
FIRST TR EXCH TRADED FD III
+$414.8K
14,663
+154%
减持
QQQ
INVESCO QQQ TR
+$390.4K
10,140
-4%
增持
NVDA
NVIDIA CORPORATION
+$369.2K
1,635
+26%
清仓
UNP
UNION PAC CORP
-$367.7K
0
-100%
增持
MUB
ISHARES TR
+$365.6K
86,483
+6%
增持
IJH
ISHARES TR
+$354.8K
4,938
+28%
建仓
USTB
VICTORY PORTFOLIOS II
+$351.9K
7,146
清仓
EFA
ISHARES TR
-$328.9K
0
-100%
减持
IWY
ISHARES TR
+$327.9K
23,955
-5%
增持
IEFA
ISHARES TR
+$325.6K
8,493
+129%
增持
TSLA
TESLA INC
+$307.2K
2,954
+38%
增持
SAIA
SAIA INC
+$306.9K
1,273
+49%
清仓
MDY
SPDR S&P MIDCAP 400 ETF TR
-$297.1K
0
-100%
减持
ADBE
ADOBE SYSTEMS INCORPORATED
+$287.1K
2,260
-4%
建仓
OVV
OVINTIV INC
+$282.0K
5,886
清仓
SO
SOUTHERN CO
-$276.8K
0
-100%
清仓
MPC
MARATHON PETE CORP
-$245.4K
0
-100%
减持
IJJ
ISHARES TR
-$237.2K
11,372
-21%
清仓
DIS
DISNEY WALT CO
-$232.8K
0
-100%
清仓
VZ
VERIZON COMMUNICATIONS INC
-$232.6K
0
-100%
建仓
PSN
PARSONS CORP DEL
+$227.1K
4,218
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$223.7K
5,813
-1%
减持
FHLC
FIDELITY COVINGTON TRUST
-$222.1K
88,503
-6%
建仓
PICK
ISHARES INC
+$221.2K
5,313
清仓
URI
UNITED RENTALS INC
-$220.0K
0
-100%
减持
IJS
ISHARES TR
-$219.8K
5,753
-32%
增持
EVRG
EVERGY INC
+$215.5K
19,992
+31%
建仓
V
VISA INC
+$211.9K
887
建仓
PAVE
GLOBAL X FDS
+$208.8K
6,522
增持
META
META PLATFORMS INC
+$207.7K
1,937
+4%
建仓
JCPB
J P MORGAN EXCHANGE TRADED F
+$206.9K
4,504
建仓
SUB
ISHARES TR
+$201.6K
1,946
减持
ABBV
ABBVIE INC
-$194.5K
1,435
-44%
清仓
FPE
FIRST TR EXCH TRADED FD III
-$191.9K
0
-100%
增持
LQD
ISHARES TR
+$180.3K
4,229
+73%
减持
FTEC
FIDELITY COVINGTON TRUST
+$178.0K
114,339
-10%
减持
QTEC
FIRST TR NASDAQ 100 TECH IND
+$153.5K
8,821
-1%
减持
IWM
ISHARES TR
-$149.1K
1,289
-42%
减持
FXH
FIRST TR EXCHANGE TRADED FD
-$147.2K
11,553
-8%
增持
XLE
SELECT SECTOR SPDR TR
+$127.2K
5,682
+28%
减持
QUAL
ISHARES TR
+$120.7K
9,945
-0%
增持
EFV
ISHARES TR
+$119.0K
6,719
+52%
减持
COST
COSTCO WHSL CORP NEW
+$118.7K
2,303
-1%
增持
ORCL
ORACLE CORP
+$118.7K
5,468
+0%
增持
IWF
ISHARES TR
+$95.7K
2,650
+2%
减持
LLY
LILLY ELI & CO
+$95.4K
1,119
-6%
减持
PG
PROCTER AND GAMBLE CO
-$90.6K
2,880
-20%
增持
—
EXXON MOBIL CORP
+$89.3K
4,312
+26%
增持
IWR
ISHARES TR
+$84.5K
19,249
+0%
减持
NEE
NEXTERA ENERGY INC
-$84.5K
10,514
-0%
减持
ESGE
ISHARES INC
-$75.9K
17,824
-14%
增持
CVX
CHEVRON CORP NEW
+$74.1K
5,597
+12%
减持
NFLX
NETFLIX INC
+$73.2K
962
-3%
增持
CAT
CATERPILLAR INC
+$71.4K
1,488
+0%
减持
XLK
SELECT SECTOR SPDR TR
+$68.6K
4,102
-2%
减持
SLQT
SELECTQUOTE INC
-$67.0K
40,857
-35%
减持
MRK
MERCK & CO INC
-$65.0K
3,407
-14%
减持
IFRA
ISHARES TR
-$59.8K
175,772
-6%
增持
—
PROSHARES TR
-$58.7K
30,567
+8%
减持
ESGU
ISHARES TR
-$57.4K
8,996
-14%
增持
IYE
ISHARES TR
+$56.0K
16,037
+3%
减持
VTI
VANGUARD INDEX FDS
+$54.3K
3,483
-2%
减持
FTGC
FIRST TR EXCHANGE TRAD FD VI
+$52.7K
976,419
-2%
减持
TAXF
AMERICAN CENTY ETF TR
-$52.6K
5,125
-16%
增持
DGRO
ISHARES TR
+$51.5K
7,911
+9%
清仓
AKTSQ
AKOUSTIS TECHNOLOGIES INC
-$49.3K
0
-100%
减持
COP
CONOCOPHILLIPS
-$49.3K
2,425
-26%
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
-$47.9K
2,134
-22%
减持
ITA
ISHARES TR
-$47.2K
21,479
-2%
减持
VFVA
VANGUARD WELLINGTON FD
+$46.1K
5,239
-0%
增持
MGC
VANGUARD WORLD FD
+$44.8K
2,573
+2%
减持
JPM
JPMORGAN CHASE & CO
+$43.1K
4,559
-11%
增持
GS
GOLDMAN SACHS GROUP INC
+$42.4K
917
+7%
减持
SDY
SPDR SER TR
-$39.0K
8,586
-4%
增持
HAS
HASBRO INC
+$38.4K
3,779
+0%
增持
DUK
DUKE ENERGY CORP NEW
-$35.9K
5,158
+0%
减持
PECO
PHILLIPS EDISON & CO INC
+$34.8K
29,042
-5%
增持
AVUS
AMERICAN CENTY ETF TR
+$34.7K
4,072
+4%
增持
IVE
ISHARES TR
+$33.1K
2,659
+0%
增持
FSCO
FS CREDIT OPPORTUNITIES CORP
+$32.2K
23,069
+18%
增持
PFE
PFIZER INC
-$31.0K
6,240
+2%
减持
HD
HOME DEPOT INC
+$31.0K
1,030
-0%
减持
XBI
SPDR SER TR
-$30.5K
2,832
-17%
减持
JNJ
JOHNSON & JOHNSON
-$29.5K
2,407
-15%
减持
IYG
ISHARES TR
+$29.5K
2,831
-3%
减持
WMT
WALMART INC
-$29.3K
5,609
-10%
减持
VIG
VANGUARD SPECIALIZED FUNDS
+$29.0K
5,221
-2%
增持
IWO
ISHARES TR
+$28.0K
1,230
+1%
增持
DOCU
DOCUSIGN INC
-$27.7K
4,871
+2%
减持
O
REALTY INCOME CORP
-$27.7K
6,375
-0%
减持
STIP
ISHARES TR
-$26.3K
2,462
-8%
减持
ONEY
SPDR SER TR
-$25.0K
2,795
-12%
增持
VTWO
VANGUARD SCOTTSDALE FDS
+$21.6K
3,332
+0%
减持
BX
BLACKSTONE INC
+$21.5K
6,737
-12%
增持
CIBR
FIRST TR EXCHANGE TRADED FD
+$20.9K
5,113
+4%
增持
VIGI
VANGUARD WHITEHALL FDS
+$20.3K
12,536
+1%
增持
IJK
ISHARES TR
+$19.4K
3,019
+2%
减持
BA
BOEING CO
+$18.6K
1,262
-2%
减持
IXN
ISHARES TR
+$16.8K
4,106
-4%
增持
UNH
UNITEDHEALTH GROUP INC
+$16.1K
511
+0%
减持
ONEQ
FIDELITY COMWLTH TR
-$15.6K
15,926
-14%
减持
IWP
ISHARES TR
-$15.1K
20,631
-6%
增持
FEX
FIRST TR LRGE CP CORE ALPHA
+$14.4K
2,754
+0%
