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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
23Q4 调仓
2023-09-30 → 2023-12-31 · 共 150 项
建仓 12
增持 83
减持 49
清仓 6
方向
标的
Δ市值
现股数(环比)
建仓
AVIG
AMERICAN CENTY ETF TR
+$16.3M
389,416
建仓
AVMU
AMERICAN CENTY ETF TR
+$8.5M
181,713
减持
FTSL
FIRST TR EXCHANGE-TRADED FD
-$6.4M
18,470
-88%
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
DIVI
FRANKLIN TEMPLETON ETF TR
-$6.0M
0
-100%
增持
AVUV
AMERICAN CENTY ETF TR
+$5.3M
211,984
+16%
增持
IVV
ISHARES TR
+$4.8M
106,031
+1%
增持
OEF
ISHARES TR
+$4.8M
139,410
+9%
增持
FMHI
FIRST TR EXCH TRADED FD III
+$3.8M
182,030
+67%
减持
FTGC
FIRST TR EXCHANGE TRAD FD VI
-$3.5M
865,648
-12%
增持
RDVY
FIRST TR EXCHANGE-TRADED FD
+$3.3M
410,509
+4%
增持
NOBL
PROSHARES TR
+$2.9M
242,429
+4%
增持
IGIB
ISHARES TR
+$2.7M
290,454
+13%
增持
QQQM
INVESCO EXCH TRADED FD TR II
+$2.6M
101,763
+7%
增持
SPY
SPDR S&P 500 ETF TR
+$2.6M
27,778
+14%
增持
SYLD
CAMBRIA ETF TR
+$2.5M
239,485
+3%
增持
COWZ
PACER FDS TR
+$2.4M
153,886
+33%
增持
IHI
ISHARES TR
+$2.4M
206,832
+7%
增持
SJNK
SPDR SER TR
+$2.1M
734,672
+9%
增持
ITOT
ISHARES TR
+$2.0M
180,501
+1%
减持
FTEC
FIDELITY COVINGTON TRUST
+$1.5M
111,753
-0%
增持
AAPL
APPLE INC
+$1.4M
106,392
+1%
减持
SOXX
ISHARES TR
+$1.3M
13,069
-1%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$1.2M
546,723
+1%
增持
XMHQ
INVESCO EXCHANGE TRADED FD T
+$1.1M
49,590
+18%
增持
MSFT
MICROSOFT CORP
+$961.3K
40,273
+2%
增持
AMZN
AMAZON COM INC
+$946.4K
66,723
+2%
增持
GOOGL
ALPHABET INC
+$762.0K
51,731
+4%
增持
JEPQ
J P MORGAN EXCHANGE TRADED F
+$685.5K
45,356
+38%
清仓
FBND
FIDELITY MERRIMACK STR TR
-$683.8K
0
-100%
减持
MOAT
VANECK ETF TRUST
+$666.5K
64,582
-1%
建仓
GUNR
FLEXSHARES TR
+$614.9K
15,016
减持
FTRI
FIRST TR EXCHANGE TRADED FD
-$524.0K
501,883
-13%
减持
IFRA
ISHARES TR
+$444.6K
161,793
-5%
增持
QQQ
INVESCO QQQ TR
+$431.0K
10,684
+0%
增持
IJR
ISHARES TR
+$420.5K
21,473
+2%
建仓
GOVT
ISHARES TR
+$321.7K
13,963
减持
IWY
ISHARES TR
+$308.2K
23,940
-1%
增持
NVDA
NVIDIA CORPORATION
+$307.2K
2,769
+22%
清仓
LQD
ISHARES TR
-$306.9K
0
-100%
建仓
MUB
ISHARES TR
+$305.2K
2,816
减持
ITA
ISHARES TR
+$289.9K
22,040
-1%
减持
FENY
FIDELITY COVINGTON TRUST
-$284.3K
290,418
-5%
减持
IWP
ISHARES TR
+$278.1K
21,295
-1%
增持
GOOG
ALPHABET INC
+$272.5K
27,978
+0%
增持
IJH
ISHARES TR
+$265.9K
5,606
+5%
建仓
XBI
SPDR SER TR
+$252.8K
2,832
增持
QTEC
FIRST TR NASDAQ 100 TECH IND
+$245.2K
8,822
+0%
建仓
MDY
SPDR S&P MIDCAP 400 ETF TR
+$227.3K
448
清仓
VXUS
VANGUARD STAR FDS
-$226.7K
0
-100%
增持
DEM
WISDOMTREE TR
+$225.7K
37,585
+8%
增持
TSLA
TESLA INC
+$222.7K
4,517
+5%
建仓
—
ETF MANAGERS TR
+$221.1K
3,660
建仓
MA
MASTERCARD INCORPORATED
+$219.5K
515
清仓
DFAI
DIMENSIONAL ETF TRUST
-$214.1K
0
-100%
清仓
FCG
FIRST TR EXCHANGE-TRADED FD
-$213.2K
0
-100%
增持
PPA
INVESCO EXCHANGE TRADED FD T
+$209.1K
7,873
+28%
建仓
DOCU
DOCUSIGN INC
+$207.3K
3,488
建仓
VZ
VERIZON COMMUNICATIONS INC
+$206.1K
5,466
减持
COST
COSTCO WHSL CORP NEW
+$205.6K
2,209
-1%
增持
SPEM
SPDR INDEX SHS FDS
+$205.1K
64,122
+4%
建仓
—
ETF MANAGERS TR
+$202.1K
3,414
减持
IJJ
ISHARES TR
+$190.3K
11,895
-1%
增持
QCLN
FIRST TR EXCHANGE-TRADED FD
+$186.1K
14,982
+11%
减持
IWR
ISHARES TR
+$173.0K
18,558
-1%
减持
BX
BLACKSTONE INC
+$162.2K
4,917
-1%
增持
DWAS
INVESCO EXCH TRADED FD TR II
+$159.0K
6,581
+19%
减持
TAXF
AMERICAN CENTY ETF TR
-$152.4K
4,479
-43%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$146.0K
6,200
+7%
增持
JPM
JPMORGAN CHASE & CO
+$126.9K
4,721
+1%
增持
QUAL
ISHARES TR
+$118.6K
10,065
+0%
增持
IYG
ISHARES TR
+$111.4K
3,260
+7%
增持
META
META PLATFORMS INC
+$111.2K
2,195
+6%
增持
PICK
ISHARES INC
+$98.9K
10,299
+13%
增持
IEFA
ISHARES TR
+$92.9K
9,516
+6%
增持
—
PROSHARES TR
-$91.5K
34,493
+2%
增持
XLRE
SELECT SECTOR SPDR TR
+$91.3K
10,042
+10%
增持
VIGI
VANGUARD WHITEHALL FDS
+$91.0K
12,512
+0%
增持
CAT
CATERPILLAR INC
+$89.7K
1,451
+0%
减持
ORCL
ORACLE CORP
-$89.7K
4,973
-9%
减持
ONEQ
FIDELITY COMWLTH TR
+$85.9K
15,417
-1%
增持
ESGU
ISHARES TR
+$81.1K
8,261
+0%
增持
IWM
ISHARES TR
+$78.6K
2,344
+0%
减持
VTI
VANGUARD INDEX FDS
+$78.5K
3,466
-0%
减持
XT
ISHARES TR
+$78.1K
9,147
-0%
减持
IJS
ISHARES TR
+$78.1K
4,618
-1%
减持
BA
BOEING CO
+$77.4K
1,209
-2%
增持
NEE
NEXTERA ENERGY INC
+$74.1K
10,695
+2%
增持
CRM
SALESFORCE INC
+$73.6K
1,216
+4%
增持
IWF
ISHARES TR
+$70.9K
2,611
+0%
增持
XLK
SELECT SECTOR SPDR TR
+$70.0K
3,930
+0%
减持
FHLC
FIDELITY COVINGTON TRUST
-$69.3K
71,845
-11%
减持
VO
VANGUARD INDEX FDS
-$66.3K
1,731
-25%
减持
SDY
SPDR SER TR
-$61.1K
7,816
-15%
增持
GS
GOLDMAN SACHS GROUP INC
+$60.8K
923
+0%
增持
CVX
CHEVRON CORP NEW
+$60.4K
5,489
+3%
增持
EVRG
EVERGY INC
+$59.7K
20,389
+0%
增持
DGRO
ISHARES TR
+$56.1K
7,484
+6%
减持
PFF
ISHARES TR
-$55.8K
17,611
-14%
增持
MCD
MCDONALDS CORP
+$54.6K
1,576
+2%
增持
ESGE
ISHARES INC
+$51.8K
17,395
+5%
减持
HD
HOME DEPOT INC
+$50.7K
996
-3%
减持
PECO
PHILLIPS EDISON & CO INC
+$50.4K
25,791
-5%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$49.3K
477
+4%
增持
HYG
ISHARES TR
+$49.2K
13,204
+0%
增持
IVE
ISHARES TR
+$48.9K
2,672
+0%
减持
WMT
WALMART INC
-$47.6K
7,021
-0%
减持
IEMG
ISHARES INC
+$47.6K
22,888
-2%
增持
IVW
ISHARES TR
+$46.8K
8,302
+0%
减持
FXH
FIRST TR EXCHANGE TRADED FD
+$45.8K
9,328
-8%
增持
XLV
SELECT SECTOR SPDR TR
+$45.4K
4,100
+0%
增持
VTWO
VANGUARD SCOTTSDALE FDS
+$45.2K
3,339
+0%
增持
O
REALTY INCOME CORP
+$43.2K
5,933
+0%
减持
XLB
SELECT SECTOR SPDR TR
+$42.2K
8,861
-5%
增持
CIBR
FIRST TR EXCHANGE TRADED FD
+$40.1K
4,809
+0%
减持
ADBE
ADOBE INC
+$36.7K
2,160
-0%
减持
PAVE
GLOBAL X FDS
+$35.7K
7,799
-1%
增持
JMUB
J P MORGAN EXCHANGE TRADED F
+$35.7K
4,647
+12%
减持
IYE
ISHARES TR
-$33.0K
14,271
-7%
增持
BIBL
NORTHERN LTS FD TR IV
+$32.9K
7,225
+0%
增持
EFA
ISHARES TR
+$30.0K
4,529
+0%
减持
AVUS
AMERICAN CENTY ETF TR
+$29.0K
4,008
-2%
增持
V
VISA INC
+$27.6K
891
+5%
减持
EFG
ISHARES TR
+$27.1K
3,400
-1%
增持
FEX
FIRST TR LRGE CP CORE ALPHA
+$27.0K
2,763
+0%
增持
IXN
ISHARES TR
+$25.0K
3,861
+0%
增持
JNJ
JOHNSON & JOHNSON
+$23.9K
2,436
+0%
增持
VHT
VANGUARD WORLD FDS
+$23.7K
995
+0%
增持
ET
ENERGY TRANSFER L P
+$22.0K
20,752
+2%
减持
DBC
INVESCO DB COMMDY INDX TRCK
-$21.4K
11,116
-0%
减持
CSCO
CISCO SYS INC
-$21.2K
9,888
-1%
减持
ABBV
ABBVIE INC
+$21.0K
1,661
-3%
减持
FMAT
FIDELITY COVINGTON TRUST
+$19.3K
7,774
-7%
减持
EFV
ISHARES TR
+$19.0K
7,059
-3%
减持
—
UNITED STS NAT GAS FD LP
-$18.2K
11,431
-5%
减持
—
MANAGED PORTFOLIO SERIES
-$17.4K
87,600
-5%
减持
LLY
ELI LILLY & CO
-$17.0K
1,065
-1%
增持
XLP
SELECT SECTOR SPDR TR
+$15.9K
4,380
+0%
增持
KO
COCA COLA CO
+$15.0K
5,694
+1%
减持
XLE
SELECT SECTOR SPDR TR
-$13.4K
4,996
-5%
增持
JCPB
J P MORGAN EXCHANGE TRADED F
+$13.1K
4,743
+0%
减持
FSCO
FS CREDIT OPPORTUNITIES CORP
-$13.0K
21,391
-8%
减持
ONEY
SPDR SER TR
-$9.9K
2,318
-16%
增持
PG
PROCTER AND GAMBLE CO
-$9.8K
2,988
+0%
增持
—
EXXON MOBIL CORP
-$9.8K
4,361
+1%
增持
LMT
LOCKHEED MARTIN CORP
+$8.3K
500
+1%
增持
FLOT
ISHARES TR
+$8.2K
18,125
+1%
增持
RTX
RTX CORPORATION
+$8.0K
3,581
+1%
增持
SLQT
SELECTQUOTE INC
+$7.9K
45,847
+2%
增持
COP
CONOCOPHILLIPS
+$7.8K
3,312
+0%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$4.1K
5,777
-3%
