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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
24Q2 调仓
2024-03-31 → 2024-06-30 · 共 150 项
建仓 11
增持 55
减持 71
清仓 13
方向
标的
Δ市值
现股数(环比)
减持
AVIG
AMERICAN CENTY ETF TR
-$16.0M
8,496
-98%
建仓
PPH
VANECK ETF TRUST
+$8.7M
95,111
减持
KNG
FIRST TR EXCHANGE-TRADED FD
-$8.5M
36,829
-81%
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
AAPL
APPLE INC
+$4.2M
105,936
+0%
增持
IVV
ISHARES TR
+$3.2M
110,220
+1%
减持
SJNK
SPDR SER TR
-$3.1M
665,162
-15%
减持
OEF
ISHARES TR
+$2.3M
143,810
-0%
增持
SPY
SPDR S&P 500 ETF TR
+$2.1M
32,274
+9%
增持
QQQM
INVESCO EXCH TRADED FD TR II
+$2.1M
114,672
+2%
减持
NOBL
PROSHARES TR
-$2.0M
205,348
-4%
减持
FTGC
FIRST TR EXCHANGE TRAD FD VI
-$1.8M
563,606
-13%
增持
GOOGL
ALPHABET INC
+$1.7M
52,848
+1%
增持
NVDA
NVIDIA CORPORATION
+$1.7M
38,524
+1051%
建仓
MLPX
GLOBAL X FDS
+$1.6M
31,215
减持
FTEC
FIDELITY COVINGTON TRUST
+$1.5M
107,159
-1%
增持
DEM
WISDOMTREE TR
+$1.5M
105,882
+44%
减持
JEPI
J P MORGAN EXCHANGE TRADED F
-$1.3M
503,778
-2%
建仓
FELC
FIDELITY COVINGTON TRUST
+$1.3M
42,831
增持
SOXX
ISHARES TR
+$1.3M
42,459
+5%
增持
MSFT
MICROSOFT CORP
+$1.2M
40,699
+1%
增持
QUAL
ISHARES TR
+$1.1M
21,067
+38%
增持
FMHI
FIRST TR EXCH TRADED FD III
+$1.0M
219,361
+10%
增持
COWZ
PACER FDS TR
+$998.5K
263,880
+15%
增持
AMZN
AMAZON COM INC
+$942.6K
67,801
+1%
建仓
FELG
FIDELITY COVINGTON TRUST
+$940.9K
29,166
清仓
HYLS
FIRST TR EXCHANGE-TRADED FD
-$871.7K
0
-100%
增持
RDVY
FIRST TR EXCHANGE-TRADED FD
+$848.2K
484,936
+6%
减持
GOOG
ALPHABET INC
+$843.1K
27,609
-0%
清仓
XLB
SELECT SECTOR SPDR TR
-$827.3K
0
-100%
减持
FTRI
FIRST TR EXCHANGE TRADED FD
-$769.8K
412,513
-11%
增持
AVUV
AMERICAN CENTY ETF TR
+$660.5K
332,841
+7%
增持
MUB
ISHARES TR
+$660.1K
9,428
+195%
增持
QQQ
INVESCO QQQ TR
+$654.3K
11,225
+6%
增持
FENY
FIDELITY COVINGTON TRUST
+$642.0K
255,750
+15%
减持
MOAT
VANECK ETF TRUST
-$639.9K
62,260
-7%
减持
SYLD
CAMBRIA ETF TR
-$605.7K
88,054
-3%
减持
PAVE
GLOBAL X FDS
-$584.7K
144,238
-3%
增持
JEPQ
J P MORGAN EXCHANGE TRADED F
+$548.6K
112,638
+7%
增持
XMHQ
INVESCO EXCHANGE TRADED FD T
-$532.4K
195,662
+10%
减持
CP
CANADIAN PACIFIC KANSAS CITY
-$523.7K
52,154
-1%
清仓
FMAT
FIDELITY COVINGTON TRUST
-$474.2K
0
-100%
减持
IWY
ISHARES TR
+$436.2K
23,756
-1%
减持
ITOT
ISHARES TR
+$436.0K
184,204
-1%
建仓
IUSV
ISHARES TR
+$425.1K
4,823
增持
IMTM
ISHARES TR
+$402.2K
23,469
+82%
增持
FLOT
ISHARES TR
+$367.1K
24,612
+41%
增持
PPA
INVESCO EXCHANGE TRADED FD T
+$346.4K
14,562
+29%
增持
IGIB
ISHARES TR
+$334.8K
359,277
+3%
建仓
RSPG
INVESCO EXCHANGE TRADED FD T
+$329.3K
4,084
减持
IJR
ISHARES TR
-$323.6K
15,858
-13%
减持
AVMU
AMERICAN CENTY ETF TR
-$314.9K
186,366
-3%
清仓
CIBR
FIRST TR EXCHANGE TRADED FD
-$312.1K
0
-100%
清仓
XLRE
SELECT SECTOR SPDR TR
-$308.1K
0
-100%
增持
IEFA
ISHARES TR
+$306.7K
21,531
+27%
建仓
PXE
INVESCO EXCHANGE TRADED FD T
+$293.6K
8,877
建仓
MU
MICRON TECHNOLOGY INC
+$259.3K
1,971
建仓
XLI
SELECT SECTOR SPDR TR
+$259.0K
2,125
清仓
V
VISA INC
-$257.8K
0
-100%
清仓
MA
MASTERCARD INCORPORATED
-$248.0K
0
-100%
减持
COST
COSTCO WHSL CORP NEW
+$247.8K
2,227
-1%
清仓
—
PROSHARES TR
-$227.1K
0
-100%
清仓
ESGE
ISHARES INC
-$220.8K
0
-100%
清仓
IPAY
AMPLIFY ETF TR
-$217.6K
0
-100%
建仓
GAMR
AMPLIFY ETF TR
+$210.4K
3,414
减持
IJJ
ISHARES TR
-$209.8K
9,777
-12%
清仓
OXY
OCCIDENTAL PETE CORP
-$209.0K
0
-100%
清仓
DOCU
DOCUSIGN INC
-$207.7K
0
-100%
清仓
DIS
DISNEY WALT CO
-$206.6K
0
-100%
建仓
—
PROSHARES TR
+$202.6K
7,030
减持
FXH
FIRST TR EXCHANGE TRADED FD
-$198.6K
7,424
-17%
增持
IEMG
ISHARES INC
+$194.7K
15,963
+25%
增持
CGCP
CAPITAL GRP FIXED INCM ETF T
+$194.1K
30,532
+42%
增持
DWAS
INVESCO EXCH TRADED FD TR II
+$182.9K
14,482
+26%
减持
GOVT
ISHARES TR
-$182.3K
41,966
-15%
减持
WMT
WALMART INC
+$150.6K
22,462
-1%
减持
SDY
SPDR SER TR
-$128.6K
7,056
-10%
增持
META
META PLATFORMS INC
+$128.5K
2,142
+9%
减持
IYG
ISHARES TR
-$122.7K
8,185
-17%
减持
BX
BLACKSTONE INC
-$118.8K
4,239
-13%
增持
ITA
ISHARES TR
+$114.1K
23,068
+4%
减持
ABBV
ABBVIE INC
-$114.0K
2,181
-19%
减持
LLY
ELI LILLY & CO
+$112.9K
975
-1%
减持
IWR
ISHARES TR
-$112.6K
17,549
-4%
增持
CALF
PACER FDS TR
-$111.3K
51,320
+8%
减持
IWP
ISHARES TR
-$101.7K
20,739
-1%
减持
FDIS
FIDELITY COVINGTON TRUST
-$94.1K
3,048
-26%
增持
EVRG
EVERGY INC
+$91.6K
18,496
+11%
减持
SO
SOUTHERN CO
-$82.9K
3,029
-32%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$80.4K
6,804
+0%
增持
NEE
NEXTERA ENERGY INC
+$76.1K
10,557
+0%
减持
XT
ISHARES TR
-$75.4K
8,149
-12%
减持
ONEQ
FIDELITY COMWLTH TR
+$75.1K
15,235
-1%
减持
IJH
ISHARES TR
-$72.8K
28,280
-1%
减持
QCLN
FIRST TR EXCHANGE-TRADED FD
-$72.5K
8,535
-18%
增持
JNJ
JOHNSON & JOHNSON
+$72.2K
3,330
+27%
增持
XLK
SELECT SECTOR SPDR TR
+$71.9K
3,940
+0%
减持
IWF
ISHARES TR
+$70.7K
2,610
-0%
增持
SPMO
INVESCO EXCH TRADED FD TR II
+$70.0K
6,573
+4%
减持
HD
HOME DEPOT INC
-$68.2K
915
-8%
增持
ORCL
ORACLE CORP
+$66.9K
4,231
+0%
减持
GUNR
FLEXSHARES TR
-$66.5K
11,543
-11%
减持
NFLX
NETFLIX INC
+$64.1K
958
-0%
减持
VTWO
VANGUARD SCOTTSDALE FDS
-$61.6K
2,715
-19%
增持
QTEC
FIRST TR NASDAQ 100 TECH IND
+$59.6K
8,784
+0%
减持
COP
CONOCOPHILLIPS
-$58.5K
3,275
-4%
减持
IJS
ISHARES TR
-$56.4K
7,359
-2%
增持
CRM
SALESFORCE INC
-$53.6K
1,286
+1%
减持
MCD
MCDONALDS CORP
-$51.4K
1,735
-1%
减持
EFG
ISHARES TR
-$47.9K
2,535
-14%
增持
MPC
MARATHON PETE CORP
-$47.4K
1,721
+0%
减持
FTSL
FIRST TR EXCHANGE-TRADED FD
-$44.6K
17,529
-4%
减持
MRK
MERCK & CO INC
-$43.6K
3,759
-3%
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$43.4K
2,043
-11%
减持
IVW
ISHARES TR
+$41.3K
8,077
-3%
减持
CSCO
CISCO SYS INC
-$40.4K
9,810
-3%
减持
OVV
OVINTIV INC
-$36.8K
5,232
-4%
减持
XLE
SELECT SECTOR SPDR TR
-$35.9K
3,195
-8%
减持
—
MANAGED PORTFOLIO SERIES
+$35.7K
87,004
-2%
增持
MGC
VANGUARD WORLD FD
+$35.0K
2,676
+1%
增持
GS
GOLDMAN SACHS GROUP INC
+$34.5K
969
+0%
减持
VFVA
VANGUARD WELLINGTON FD
-$33.3K
5,277
-0%
增持
IFRA
ISHARES TR
+$31.6K
36,367
+5%
增持
CAT
CATERPILLAR INC
-$31.0K
1,515
+4%
增持
FBTC
FIDELITY WISE ORIGIN BITCOIN
+$30.2K
6,473
+30%
减持
VIG
VANGUARD SPECIALIZED FUNDS
-$28.1K
5,576
-3%
减持
CVX
CHEVRON CORP NEW
-$26.6K
7,641
-1%
减持
GLD
SPDR GOLD TR
+$26.5K
3,186
-0%
减持
ADBE
ADOBE INC
-$25.7K
852
-14%
减持
SLQT
SELECTQUOTE INC
+$24.8K
38,126
-5%
增持
IETC
ISHARES U S ETF TR
+$24.4K
3,934
+3%
减持
XBI
SPDR SER TR
-$24.3K
2,636
-7%
减持
ESGU
ISHARES TR
+$22.1K
7,362
-1%
减持
IXN
ISHARES TR
+$21.8K
3,669
-3%
增持
FHLC
FIDELITY COVINGTON TRUST
+$21.2K
68,416
+2%
增持
IUSG
ISHARES TR
+$20.0K
1,835
+1%
减持
TSLA
TESLA INC
-$19.3K
4,357
-13%
增持
ET
ENERGY TRANSFER L P
+$18.4K
23,659
+2%
减持
IWM
ISHARES TR
-$18.2K
2,370
-0%
减持
VTI
VANGUARD INDEX FDS
+$18.2K
3,446
-1%
减持
ONEY
SPDR SER TR
-$17.8K
2,790
-1%
减持
O
REALTY INCOME CORP
-$17.1K
7,954
-2%
增持
KO
COCA COLA CO
+$16.1K
5,628
+1%
增持
IYE
ISHARES TR
-$15.4K
12,796
+0%
减持
PFF
ISHARES TR
-$15.2K
17,509
-1%
减持
AVUS
AMERICAN CENTY ETF TR
-$15.2K
3,495
-5%
减持
IWO
ISHARES TR
-$14.4K
1,319
-1%
增持
PG
PROCTER AND GAMBLE CO
+$12.6K
2,989
+1%
增持
RTX
RTX CORPORATION
+$11.8K
3,503
+1%
增持
VO
VANGUARD INDEX FDS
-$11.6K
1,755
+0%
减持
—
ARISTA NETWORKS INC
+$11.3K
640
-13%
