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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
23Q3 调仓
2023-06-30 → 2023-09-30 · 共 150 项
建仓 18
增持 66
减持 51
清仓 15
方向
标的
Δ市值
现股数(环比)
增持
SJNK
SPDR SER TR
+$10.3M
675,164
+171%
清仓
MUB
ISHARES TR
-$9.1M
0
-100%
清仓
IGSB
ISHARES TR
-$7.1M
0
-100%
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
DBC
INVESCO DB COMMDY INDX TRCK
-$6.8M
11,136
-96%
增持
OEF
ISHARES TR
+$6.2M
128,098
+33%
建仓
COWZ
PACER FDS TR
+$5.6M
116,035
增持
FMHI
FIRST TR EXCH TRADED FD III
+$4.2M
108,731
+642%
清仓
JPEM
J P MORGAN EXCHANGE TRADED F
-$3.3M
0
-100%
减持
NOBL
PROSHARES TR
-$2.9M
233,219
-4%
增持
QQQM
INVESCO EXCH TRADED FD TR II
+$2.5M
95,445
+21%
清仓
REGL
PROSHARES TR
-$2.3M
0
-100%
清仓
XLU
SELECT SECTOR SPDR TR
-$2.3M
0
-100%
增持
XMHQ
INVESCO EXCHANGE TRADED FD T
+$2.2M
41,897
+222%
减持
DIVI
FRANKLIN TEMPLETON ETF TR
-$1.7M
215,359
-18%
增持
MSFT
MICROSOFT CORP
+$1.7M
39,322
+3%
减持
FTRI
FIRST TR EXCHANGE TRADED FD
-$1.6M
577,933
-13%
建仓
JEPQ
J P MORGAN EXCHANGE TRADED F
+$1.6M
32,974
减持
FTSL
FIRST TR EXCHANGE-TRADED FD
-$1.5M
159,250
-18%
减持
SYLD
CAMBRIA ETF TR
-$1.1M
231,852
-1%
建仓
HYG
ISHARES TR
+$972.6K
13,197
减持
IFRA
ISHARES TR
-$849.3K
170,384
-3%
减持
FHLC
FIDELITY COVINGTON TRUST
-$838.4K
80,508
-9%
减持
SOXX
ISHARES TR
-$727.1K
13,162
-3%
建仓
FBND
FIDELITY MERRIMACK STR TR
+$683.8K
15,738
增持
ITOT
ISHARES TR
-$645.2K
178,941
+0%
增持
FTGC
FIRST TR EXCHANGE TRAD FD VI
-$630.7K
984,980
+1%
建仓
PFF
ISHARES TR
+$605.0K
20,545
增持
IHI
ISHARES TR
-$597.7K
193,401
+12%
增持
FLOT
ISHARES TR
+$576.7K
17,948
+173%
清仓
FTSM
FIRST TR EXCHANGE-TRADED FD
-$518.2K
0
-100%
建仓
PPA
INVESCO EXCHANGE TRADED FD T
+$516.5K
6,165
减持
FENY
FIDELITY COVINGTON TRUST
-$494.9K
306,483
-2%
清仓
DUK
DUKE ENERGY CORP NEW
-$461.5K
0
-100%
减持
CP
CANADIAN PACIFIC KANSAS CITY
-$427.4K
50,843
-0%
增持
AVUV
AMERICAN CENTY ETF TR
-$417.0K
183,169
+8%
建仓
DWAS
INVESCO EXCH TRADED FD TR II
+$392.4K
5,537
减持
SPY
SPDR S&P 500 ETF TR
-$381.7K
24,407
-1%
增持
GOOGL
ALPHABET INC
+$373.6K
49,634
+4%
增持
MOAT
VANECK ETF TRUST
-$353.1K
65,202
+2%
增持
NVDA
NVIDIA CORPORATION
+$333.4K
2,266
+39%
建仓
KO
COCA COLA CO
+$320.6K
5,658
建仓
EFA
ISHARES TR
+$311.3K
4,525
建仓
XLP
SELECT SECTOR SPDR TR
+$299.6K
4,375
增持
AMZN
AMAZON COM INC
+$294.9K
65,373
+3%
建仓
URI
UNITED RENTALS INC
+$293.3K
671
建仓
RTX
RTX CORPORATION
+$293.3K
3,558
减持
FXH
FIRST TR EXCHANGE TRADED FD
-$288.2K
10,113
-12%
清仓
PEY
INVESCO EXCHANGE TRADED FD T
-$282.9K
0
-100%
减持
QCLN
FIRST TR EXCHANGE-TRADED FD
-$274.0K
13,509
-5%
增持
WMT
WALMART INC
+$266.4K
7,043
+26%
增持
AAPL
APPLE INC
+$261.7K
104,885
+1%
清仓
DOCU
DOCUSIGN INC
-$249.6K
0
-100%
清仓
HAS
HASBRO INC
-$240.9K
0
-100%
清仓
STIP
ISHARES TR
-$239.8K
0
-100%
增持
RDVY
FIRST TR EXCHANGE-TRADED FD
+$234.5K
396,405
+10%
清仓
XBI
SPDR SER TR
-$230.0K
0
-100%
建仓
VXUS
VANGUARD STAR FDS
+$226.7K
4,249
建仓
VHT
VANGUARD WORLD FDS
+$225.7K
994
增持
IJR
ISHARES TR
-$224.5K
21,043
+2%
清仓
PFE
PFIZER INC
-$218.5K
0
-100%
建仓
LMT
LOCKHEED MARTIN CORP
+$218.2K
493
建仓
DFAI
DIMENSIONAL ETF TRUST
+$214.1K
8,243
建仓
FCG
FIRST TR EXCHANGE-TRADED FD
+$213.2K
8,736
减持
BX
BLACKSTONE INC
-$210.6K
4,971
-26%
减持
FTEC
FIDELITY COVINGTON TRUST
-$209.6K
112,171
-2%
清仓
—
ETF MANAGERS TR
-$205.0K
0
-100%
建仓
JMUB
J P MORGAN EXCHANGE TRADED F
+$201.1K
4,145
增持
GOOG
ALPHABET INC
+$194.0K
27,872
+3%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$184.1K
540,268
+4%
增持
QQQ
INVESCO QQQ TR
+$172.0K
10,658
+5%
减持
IJS
ISHARES TR
-$171.7K
4,658
-19%
减持
IWR
ISHARES TR
-$156.1K
18,763
-3%
增持
NEE
NEXTERA ENERGY INC
-$151.8K
10,518
+0%
增持
TSLA
TESLA INC
+$149.7K
4,285
+45%
减持
SAIA
SAIA INC
-$147.8K
1,024
-20%
增持
IWM
ISHARES TR
+$141.6K
2,343
+82%
减持
PECO
PHILLIPS EDISON & CO INC
-$141.4K
27,017
-7%
增持
EVRG
EVERGY INC
-$141.0K
20,364
+2%
减持
LQD
ISHARES TR
-$140.9K
3,019
-29%
增持
VO
VANGUARD INDEX FDS
+$137.0K
2,294
+54%
减持
LLY
ELI LILLY & CO
+$134.7K
1,079
-4%
减持
CVX
CHEVRON CORP NEW
-$133.5K
5,342
-5%
增持
TAXF
AMERICAN CENTY ETF TR
+$126.8K
7,894
+54%
增持
PICK
ISHARES INC
+$123.5K
9,117
+72%
减持
XLB
SELECT SECTOR SPDR TR
-$122.3K
9,360
-7%
减持
FMAT
FIDELITY COVINGTON TRUST
-$122.2K
8,382
-18%
增持
—
MANAGED PORTFOLIO SERIES
+$106.6K
92,627
+7%
增持
COP
CONOCOPHILLIPS
+$101.0K
3,300
+36%
减持
ESGU
ISHARES TR
-$99.9K
8,254
-8%
增持
SPEM
SPDR INDEX SHS FDS
-$97.7K
61,639
+1%
减持
XLRE
SELECT SECTOR SPDR TR
-$82.8K
9,144
-14%
增持
IJJ
ISHARES TR
-$81.9K
12,031
+6%
减持
O
REALTY INCOME CORP
-$80.1K
5,929
-7%
增持
IGIB
ISHARES TR
-$78.6K
256,341
+3%
减持
IEMG
ISHARES INC
-$77.3K
23,277
-1%
减持
ESGE
ISHARES INC
-$73.7K
16,567
-7%
减持
IYE
ISHARES TR
-$72.7K
15,286
-5%
减持
CAT
CATERPILLAR INC
-$72.3K
1,449
-3%
增持
IWY
ISHARES TR
+$70.7K
24,128
+1%
减持
DGRO
ISHARES TR
-$66.4K
7,057
-11%
增持
—
PROSHARES TR
+$66.2K
33,779
+11%
清仓
CFFN
CAPITOL FED FINL INC
-$64.9K
0
-100%
增持
META
META PLATFORMS INC
+$64.0K
2,077
+7%
减持
XLE
SELECT SECTOR SPDR TR
-$61.5K
5,240
-8%
减持
ADBE
ADOBE INC
+$61.2K
2,167
-4%
增持
IVV
ISHARES TR
-$60.5K
105,125
+3%
减持
XT
ISHARES TR
-$59.9K
9,176
-3%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$59.0K
5,802
+11%
减持
BA
BOEING CO
-$54.0K
1,230
-3%
减持
VFVA
VANGUARD WELLINGTON FD
-$50.6K
5,232
-0%
增持
JNJ
JOHNSON & JOHNSON
-$48.9K
2,428
+1%
减持
OVV
OVINTIV INC
-$47.0K
5,343
-9%
增持
CSCO
CISCO SYS INC
+$46.5K
10,014
+11%
减持
HD
HOME DEPOT INC
-$41.9K
1,022
-1%
减持
IBB
ISHARES TR
-$41.9K
2,251
-5%
减持
ONEQ
FIDELITY COMWLTH TR
-$40.9K
15,518
-3%
增持
IWP
ISHARES TR
-$40.5K
21,580
+5%
增持
VTWO
VANGUARD SCOTTSDALE FDS
-$36.0K
3,335
+0%
增持
JPM
JPMORGAN CHASE & CO
-$35.1K
4,686
+3%
增持
IJH
ISHARES TR
-$34.4K
5,354
+8%
增持
IVW
ISHARES TR
+$33.4K
8,297
+8%
减持
VTI
VANGUARD INDEX FDS
-$32.8K
3,471
-0%
减持
VIGI
VANGUARD WHITEHALL FDS
-$32.5K
12,511
-0%
减持
ONEY
SPDR SER TR
-$32.4K
2,744
-2%
增持
SDY
SPDR SER TR
-$30.3K
9,153
+7%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$30.2K
5,930
+2%
增持
ET
ENERGY TRANSFER L P
+$29.6K
20,309
+10%
增持
GS
GOLDMAN SACHS GROUP INC
-$28.8K
920
+0%
减持
—
UNITED STS NAT GAS FD LP
-$28.1K
12,009
-20%
减持
EFG
ISHARES TR
-$27.4K
3,450
-2%
增持
XLV
SELECT SECTOR SPDR TR
-$26.4K
4,093
+0%
增持
ABBV
ABBVIE INC
+$24.4K
1,713
+19%
增持
PAVE
GLOBAL X FDS
+$24.2K
7,843
+20%
增持
IVE
ISHARES TR
-$19.2K
2,666
+0%
减持
COST
COSTCO WHSL CORP NEW
-$18.9K
2,224
-3%
增持
BIBL
NORTHERN LTS FD TR IV
-$18.6K
7,201
+0%
增持
—
EXXON MOBIL CORP
-$17.5K
4,329
+0%
增持
ITA
ISHARES TR
+$16.3K
22,172
+3%
增持
MCD
MCDONALDS CORP
-$16.0K
1,546
+3%
减持
XLK
SELECT SECTOR SPDR TR
-$15.7K
3,924
-4%
增持
FSCO
FS CREDIT OPPORTUNITIES CORP
+$15.4K
23,306
+1%
增持
SLQT
SELECTQUOTE INC
-$15.4K
45,017
+10%
增持
DEM
WISDOMTREE TR
+$15.2K
34,894
+6%
增持
AVUS
AMERICAN CENTY ETF TR
-$15.1K
4,085
+0%
增持
EFV
ISHARES TR
+$15.0K
7,274
+8%
增持
FEX
FIRST TR LRGE CP CORE ALPHA
-$13.7K
2,758
+0%
增持
TMO
THERMO FISHER SCIENTIFIC INC
-$13.2K
459
+16%
增持
ORCL
ORACLE CORP
-$11.7K
5,473
+0%
减持
CIBR
FIRST TR EXCHANGE TRADED FD
-$11.6K
4,788
-6%
减持
IWF
ISHARES TR
-$11.4K
2,606
-2%
