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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
24Q1 调仓
2023-12-31 → 2024-03-31 · 共 150 项
建仓 17
增持 82
减持 40
清仓 11
方向
标的
Δ市值
现股数(环比)
增持
XMHQ
INVESCO EXCHANGE TRADED FD T
+$15.1M
177,351
+258%
清仓
IHI
ISHARES TR
-$11.2M
0
-100%
建仓
KNG
FIRST TR EXCHANGE-TRADED FD
+$10.4M
193,647
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。
增持
AVUV
AMERICAN CENTY ETF TR
+$10.2M
311,620
+47%
减持
SYLD
CAMBRIA ETF TR
-$9.6M
90,324
-62%
增持
IVV
ISHARES TR
+$6.5M
108,685
+3%
增持
PAVE
GLOBAL X FDS
+$5.7M
148,816
+1808%
增持
COWZ
PACER FDS TR
+$5.4M
230,258
+50%
减持
IFRA
ISHARES TR
-$5.0M
34,599
-79%
增持
OEF
ISHARES TR
+$4.6M
144,457
+4%
增持
RDVY
FIRST TR EXCHANGE-TRADED FD
+$4.5M
457,577
+11%
减持
FTGC
FIRST TR EXCHANGE TRAD FD VI
-$4.1M
644,658
-26%
增持
JEPQ
J P MORGAN EXCHANGE TRADED F
+$3.4M
105,142
+132%
增持
QQQM
INVESCO EXCH TRADED FD TR II
+$3.4M
112,484
+11%
增持
IGIB
ISHARES TR
+$3.0M
350,421
+21%
增持
ITOT
ISHARES TR
+$2.4M
185,982
+3%
减持
AAPL
APPLE INC
-$2.4M
105,438
-1%
建仓
CALF
PACER FDS TR
+$2.3M
47,739
增持
SPY
SPDR S&P 500 ETF TR
+$2.3M
29,596
+7%
增持
AMZN
AMAZON COM INC
+$2.0M
67,413
+1%
增持
MSFT
MICROSOFT CORP
+$1.9M
40,416
+0%
增持
NVDA
NVIDIA CORPORATION
+$1.7M
3,347
+21%
增持
SOXX
ISHARES TR
+$1.6M
40,615
+211%
增持
DEM
WISDOMTREE TR
+$1.5M
73,376
+95%
减持
NOBL
PROSHARES TR
-$1.4M
214,032
-12%
增持
SJNK
SPDR SER TR
+$1.2M
780,850
+6%
增持
QUAL
ISHARES TR
+$1.0M
15,257
+52%
减持
FENY
FIDELITY COVINGTON TRUST
-$916.5K
223,222
-23%
增持
FMHI
FIRST TR EXCH TRADED FD III
+$894.7K
198,712
+9%
建仓
HYLS
FIRST TR EXCHANGE-TRADED FD
+$871.7K
21,142
增持
GOVT
ISHARES TR
+$807.7K
49,602
+255%
减持
ADBE
ADOBE INC
-$789.6K
989
-54%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$787.9K
6,773
+17%
减持
FTEC
FIDELITY COVINGTON TRUST
+$780.2K
108,011
-3%
建仓
PWR
QUANTA SVCS INC
+$698.4K
2,688
增持
GOOGL
ALPHABET INC
+$653.3K
52,207
+1%
增持
CP
CANADIAN PACIFIC KANSAS CITY
+$610.2K
52,510
+3%
增持
IEFA
ISHARES TR
+$587.9K
16,941
+78%
建仓
BINC
BLACKROCK ETF TRUST II
+$555.3K
10,585
增持
MOAT
VANECK ETF TRUST
+$551.2K
67,100
+4%
建仓
IMTM
ISHARES TR
+$505.8K
12,893
建仓
SPMO
INVESCO EXCH TRADED FD TR II
+$504.9K
6,294
减持
IEMG
ISHARES INC
-$497.9K
12,787
-44%
增持
DWAS
INVESCO EXCH TRADED FD TR II
+$497.3K
11,535
+75%
建仓
CGCP
CAPITAL GRP FIXED INCM ETF T
+$484.3K
21,564
减持
IWY
ISHARES TR
+$465.2K
23,885
-0%
清仓
TEQI
T ROWE PRICE ETF INC
-$450.7K
0
-100%
清仓
PICK
ISHARES INC
-$443.6K
0
-100%
增持
PPA
INVESCO EXCHANGE TRADED FD T
+$423.9K
11,317
+44%
减持
FTRI
FIRST TR EXCHANGE TRADED FD
-$414.4K
461,033
-8%
增持
CVX
CHEVRON CORP NEW
+$403.2K
7,746
+41%
增持
AVMU
AMERICAN CENTY ETF TR
+$394.9K
191,382
+5%
清仓
USTB
VICTORY PORTFOLIOS II
-$354.4K
0
-100%
减持
QQQ
INVESCO QQQ TR
+$348.6K
10,639
-0%
建仓
MPC
MARATHON PETE CORP
+$346.1K
1,717
建仓
FDIS
FIDELITY COVINGTON TRUST
+$341.0K
4,134
减持
ESGE
ISHARES INC
-$336.9K
6,851
-61%
建仓
SO
SOUTHERN CO
+$317.9K
4,431
减持
IJR
ISHARES TR
-$309.5K
18,232
-15%
建仓
FBTC
FIDELITY WISE ORIGIN BITCOIN
+$309.3K
4,984
清仓
IBB
ISHARES TR
-$305.8K
0
-100%
增持
IJS
ISHARES TR
+$296.3K
7,516
+63%
减持
GOOG
ALPHABET INC
+$278.0K
27,722
-1%
建仓
IETC
ISHARES U S ETF TR
+$271.4K
3,833
减持
QCLN
FIRST TR EXCHANGE-TRADED FD
-$269.1K
10,459
-30%
增持
WMT
WALMART INC
+$263.5K
22,774
+224%
清仓
IGF
ISHARES TR
-$247.7K
0
-100%
清仓
DBC
INVESCO DB COMMDY INDX TRCK
-$245.0K
0
-100%
增持
TSLA
TESLA INC
-$240.9K
5,015
+11%
增持
ABBV
ABBVIE INC
+$230.6K
2,680
+61%
清仓
—
ETF MANAGERS TR
-$221.1K
0
-100%
建仓
IPAY
AMPLIFY ETF TR
+$217.6K
4,135
建仓
IUSG
ISHARES TR
+$213.9K
1,825
建仓
—
ARISTA NETWORKS INC
+$213.0K
735
建仓
DIS
DISNEY WALT CO
+$206.6K
1,688
增持
JPM
JPMORGAN CHASE & CO
+$205.6K
5,036
+7%
清仓
SUB
ISHARES TR
-$204.5K
0
-100%
清仓
—
ETF MANAGERS TR
-$202.1K
0
-100%
增持
—
MANAGED PORTFOLIO SERIES
+$200.2K
88,433
+1%
增持
COST
COSTCO WHSL CORP NEW
+$186.5K
2,245
+2%
减持
EVRG
EVERGY INC
-$176.2K
16,638
-18%
减持
META
META PLATFORMS INC
+$174.5K
1,960
-11%
增持
IJH
ISHARES TR
+$174.1K
28,444
+407%
减持
JEPI
J P MORGAN EXCHANGE TRADED F
-$166.3K
516,635
-6%
减持
IWP
ISHARES TR
+$165.8K
20,941
-2%
减持
LLY
ELI LILLY & CO
+$148.8K
989
-7%
增持
ITA
ISHARES TR
+$141.8K
22,224
+1%
增持
MRK
MERCK & CO INC
+$134.9K
3,857
+12%
减持
QTEC
FIRST TR NASDAQ 100 TECH IND
+$126.9K
8,783
-0%
减持
NFLX
NETFLIX INC
+$114.4K
959
-0%
增持
CAT
CATERPILLAR INC
+$106.9K
1,462
+1%
增持
O
REALTY INCOME CORP
+$96.6K
8,082
+36%
增持
FMAT
FIDELITY COVINGTON TRUST
+$95.3K
9,054
+16%
减持
XLRE
SELECT SECTOR SPDR TR
-$94.2K
7,794
-22%
增持
AVIG
AMERICAN CENTY ETF TR
+$93.7K
397,163
+2%
减持
IWR
ISHARES TR
+$93.0K
18,260
-2%
减持
XLE
SELECT SECTOR SPDR TR
-$91.8K
3,465
-31%
增持
IWF
ISHARES TR
+$89.3K
2,613
+0%
减持
GUNR
FLEXSHARES TR
-$85.0K
12,902
-14%
增持
IVW
ISHARES TR
+$82.6K
8,362
+1%
增持
VTI
VANGUARD INDEX FDS
+$81.5K
3,477
+0%
增持
BA
BOEING CO
-$79.9K
1,219
+1%
增持
ET
ENERGY TRANSFER L P
+$78.9K
23,224
+12%
减持
URI
UNITED RENTALS INC
+$77.1K
641
-4%
减持
ONEQ
FIDELITY COMWLTH TR
+$76.9K
15,377
-0%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$75.6K
2,290
+1%
增持
ONEY
SPDR SER TR
+$73.7K
2,828
+22%
增持
IYG
ISHARES TR
+$72.1K
9,901
+204%
减持
—
EXXON MOBIL CORP
+$70.2K
4,354
-0%
增持
—
PROSHARES TR
-$69.5K
35,162
+2%
增持
XLB
SELECT SECTOR SPDR TR
+$69.3K
8,906
+1%
增持
CRM
SALESFORCE INC
+$64.3K
1,276
+5%
增持
XLK
SELECT SECTOR SPDR TR
+$63.1K
3,935
+0%
增持
MGC
VANGUARD WORLD FD
+$59.1K
2,638
+3%
清仓
—
UNITED STS NAT GAS FD LP
-$58.0K
0
-100%
减持
SPEM
SPDR INDEX SHS FDS
-$53.5K
61,262
-4%
增持
CIBR
FIRST TR EXCHANGE TRADED FD
+$53.2K
5,536
+15%
增持
VIGI
VANGUARD WHITEHALL FDS
+$50.5K
12,795
+2%
增持
IWO
ISHARES TR
+$50.4K
1,332
+8%
增持
SDY
SPDR SER TR
+$49.1K
7,817
+0%
增持
COP
CONOCOPHILLIPS
+$48.6K
3,402
+3%
增持
GS
GOLDMAN SACHS GROUP INC
+$48.0K
967
+5%
增持
XLV
SELECT SECTOR SPDR TR
+$47.3K
4,105
+0%
增持
IJK
ISHARES TR
+$46.6K
3,132
+4%
增持
OVV
OVINTIV INC
+$44.7K
5,434
+1%
减持
PG
PROCTER AND GAMBLE CO
+$42.5K
2,960
-1%
增持
IVE
ISHARES TR
+$41.6K
2,710
+1%
增持
VFVA
VANGUARD WELLINGTON FD
+$40.5K
5,279
+1%
增持
MUB
ISHARES TR
+$39.2K
3,201
+14%
减持
RTX
RTX CORPORATION
+$38.6K
3,485
-3%
增持
HD
HOME DEPOT INC
+$38.2K
999
+0%
减持
IJJ
ISHARES TR
-$37.5K
11,151
-6%
增持
DGRO
ISHARES TR
+$33.9K
7,521
+0%
增持
VO
VANGUARD INDEX FDS
+$33.7K
1,747
+1%
增持
JNJ
JOHNSON & JOHNSON
+$32.7K
2,621
+8%
增持
TAXF
AMERICAN CENTY ETF TR
+$31.6K
5,140
+15%
增持
IWM
ISHARES TR
+$28.7K
2,373
+1%
减持
EFV
ISHARES TR
-$27.8K
6,249
-11%
减持
FLOT
ISHARES TR
-$27.1K
17,438
-4%
增持
MCD
MCDONALDS CORP
+$26.4K
1,751
+11%
增持
V
VISA INC
+$25.9K
924
+4%
增持
VZ
VERIZON COMMUNICATIONS INC
+$25.9K
5,528
+1%
增持
FEX
FIRST TR LRGE CP CORE ALPHA
+$25.3K
2,766
+0%
减持
FHLC
FIDELITY COVINGTON TRUST
+$24.5K
66,965
-7%
增持
JMUB
J P MORGAN EXCHANGE TRADED F
+$22.9K
5,119
+10%
减持
EFG
ISHARES TR
-$22.1K
2,960
-13%
减持
NEE
NEXTERA ENERGY INC
+$21.8K
10,506
-2%
增持
VHT
VANGUARD WORLD FD
+$19.9K
996
+0%
减持
IXN
ISHARES TR
+$18.9K
3,771
-2%
增持
PFF
ISHARES TR
+$18.4K
17,612
+0%
