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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
24Q3 调仓
2024-06-30 → 2024-09-30 · 共 150 项
建仓 23
增持 65
减持 56
清仓 6
方向
标的
Δ市值
现股数(环比)
清仓
FTGC
FIRST TR EXCHANGE TRAD FD VI
-$13.5M
0
-100%
建仓
FLQM
FRANKLIN TEMPLETON ETF TR
+$6.9M
124,328
建仓
MBB
ISHARES TR
+$6.0M
62,393
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
IGIB
ISHARES TR
+$5.5M
445,152
+24%
清仓
FTRI
FIRST TR EXCHANGE TRADED FD
-$5.4M
0
-100%
增持
AVUV
AMERICAN CENTY ETF TR
+$5.1M
364,307
+9%
增持
IUSV
ISHARES TR
+$4.3M
49,877
+934%
增持
IVV
ISHARES TR
+$3.6M
110,735
+0%
增持
FELC
FIDELITY COVINGTON TRUST
+$3.1M
138,717
+224%
增持
SPY
SPDR S&P 500 ETF TR
+$2.8M
35,464
+10%
增持
AAPL
APPLE INC
+$2.6M
106,714
+1%
减持
NOBL
PROSHARES TR
-$2.4M
162,431
-21%
增持
XMHQ
INVESCO EXCHANGE TRADED FD T
+$2.4M
208,080
+6%
增持
SJNK
SPDR SER TR
+$2.1M
726,693
+9%
增持
JEPQ
J P MORGAN EXCHANGE TRADED F
+$1.7M
144,173
+28%
减持
OEF
ISHARES TR
+$1.7M
143,311
-0%
建仓
LQD
ISHARES TR
+$1.3M
11,691
减持
RDVY
FIRST TR EXCHANGE-TRADED FD
+$1.2M
468,542
-3%
增持
FMHI
FIRST TR EXCH TRADED FD III
+$1.0M
235,646
+7%
减持
ITOT
ISHARES TR
+$1.0M
182,163
-1%
减持
FLOT
ISHARES TR
-$982.8K
5,381
-78%
增持
PPA
INVESCO EXCHANGE TRADED FD T
+$919.5K
21,009
+44%
增持
FELG
FIDELITY COVINGTON TRUST
+$869.1K
54,551
+87%
增持
GOOGL
ALPHABET INC
-$690.8K
53,877
+2%
减持
GOOG
ALPHABET INC
-$690.7K
26,158
-5%
增持
PFF
ISHARES TR
+$673.7K
36,898
+111%
减持
FENY
FIDELITY COVINGTON TRUST
-$598.8K
241,611
-6%
减持
PAVE
GLOBAL X FDS
+$591.3K
144,097
-0%
增持
SOXX
ISHARES TR
-$560.5K
42,982
+1%
增持
DEM
WISDOMTREE TR
+$536.7K
116,394
+10%
增持
QUAL
ISHARES TR
+$466.5K
22,665
+8%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$465.4K
7,025
+3%
清仓
GUNR
FLEXSHARES TR
-$463.3K
0
-100%
减持
JEPI
J P MORGAN EXCHANGE TRADED F
-$453.4K
472,201
-6%
减持
VTI
VANGUARD INDEX FDS
-$418.0K
1,779
-48%
建仓
SCHD
SCHWAB STRATEGIC TR
+$406.5K
4,809
建仓
XLU
SELECT SECTOR SPDR TR
+$403.3K
4,992
增持
DWAS
INVESCO EXCH TRADED FD TR II
+$398.0K
17,547
+21%
减持
ITA
ISHARES TR
+$397.7K
23,014
-0%
增持
AMZN
AMAZON COM INC
-$396.7K
68,190
+1%
建仓
FDVV
FIDELITY COVINGTON TRUST
+$379.6K
7,495
增持
MUB
ISHARES TR
+$366.8K
12,624
+34%
增持
FHLC
FIDELITY COVINGTON TRUST
+$355.1K
69,347
+1%
减持
COWZ
PACER FDS TR
-$337.8K
242,799
-8%
减持
CP
CANADIAN PACIFIC KANSAS CITY
+$334.6K
51,914
-0%
减持
SYLD
CAMBRIA ETF TR
+$284.8K
87,012
-1%
建仓
SHYM
BLACKROCK ETF TRUST II
+$278.1K
11,999
建仓
AVLV
AMERICAN CENTY ETF TR
+$275.6K
4,186
建仓
HACK
AMPLIFY ETF TR
+$269.8K
3,952
建仓
XCCC
BONDBLOXX ETF TRUST
+$265.2K
6,661
清仓
MU
MICRON TECHNOLOGY INC
-$259.3K
0
-100%
增持
IMTM
ISHARES TR
+$258.3K
28,883
+23%
减持
WMT
WALMART INC
+$254.3K
21,984
-2%
建仓
HTRB
HARTFORD FDS EXCHANGE TRADED
+$253.5K
7,252
建仓
VRT
VERTIV HOLDINGS CO
+$240.1K
2,414
清仓
BA
BOEING CO
-$236.8K
0
-100%
增持
—
MANAGED PORTFOLIO SERIES
+$236.0K
87,456
+1%
建仓
HAS
HASBRO INC
+$234.3K
3,240
建仓
FTF
FRANKLIN LTD DURATION INCOME
+$231.2K
34,655
建仓
FSMD
FIDELITY COVINGTON TRUST
+$227.7K
5,501
建仓
ISRG
INTUITIVE SURGICAL INC
+$219.1K
446
建仓
DOCU
DOCUSIGN INC
+$216.4K
3,486
建仓
OKE
ONEOK INC NEW
+$216.1K
2,371
建仓
AVGO
BROADCOM INC
+$215.7K
1,251
建仓
ESGE
ISHARES INC
+$209.7K
5,759
增持
GOVT
ISHARES TR
+$208.6K
49,289
+17%
建仓
RSPN
INVESCO EXCHANGE TRADED FD T
+$207.7K
4,055
建仓
IXUS
ISHARES TR
+$206.4K
2,842
建仓
XLF
SELECT SECTOR SPDR TR
+$205.9K
4,544
清仓
—
PROSHARES TR
-$202.6K
0
-100%
增持
MLPX
GLOBAL X FDS
+$198.1K
32,916
+5%
增持
META
META PLATFORMS INC
+$188.0K
2,215
+3%
减持
SPEM
SPDR INDEX SHS FDS
+$171.6K
57,701
-2%
增持
COST
COSTCO WHSL CORP NEW
+$169.8K
2,327
+4%
增持
NVDA
NVIDIA CORPORATION
+$162.6K
40,530
+5%
增持
NEE
NEXTERA ENERGY INC
+$158.5K
10,718
+2%
减持
TSLA
TESLA INC
+$156.2K
3,893
-11%
减持
CGCP
CAPITAL GRP FIXED INCM ETF T
-$150.2K
22,847
-25%
增持
ORCL
ORACLE CORP
+$148.7K
4,379
+3%
减持
KNG
FIRST TR EXCHANGE-TRADED FD
-$136.2K
31,652
-14%
增持
IVE
ISHARES TR
+$132.5K
3,242
+16%
减持
EVRG
EVERGY INC
+$129.4K
17,886
-3%
减持
IWY
ISHARES TR
+$117.7K
23,694
-0%
减持
CVX
CHEVRON CORP NEW
-$116.1K
7,328
-4%
减持
PPH
VANECK ETF TRUST
+$115.3K
92,771
-2%
减持
IEFA
ISHARES TR
+$114.7K
21,509
-0%
减持
AVIG
AMERICAN CENTY ETF TR
-$113.2K
5,487
-35%
减持
FTEC
FIDELITY COVINGTON TRUST
+$109.1K
105,954
-1%
减持
IWP
ISHARES TR
+$108.7K
20,438
-1%
减持
IJH
ISHARES TR
+$104.8K
28,236
-0%
增持
MCD
MCDONALDS CORP
+$102.8K
1,790
+3%
减持
AVMU
AMERICAN CENTY ETF TR
+$97.9K
185,271
-1%
减持
IWR
ISHARES TR
+$93.4K
17,203
-2%
增持
IEMG
ISHARES INC
+$85.8K
16,379
+3%
减持
GLD
SPDR GOLD TR
+$84.9K
3,168
-1%
减持
URI
UNITED RENTALS INC
+$84.6K
616
-4%
减持
CAT
CATERPILLAR INC
+$83.9K
1,505
-1%
减持
O
REALTY INCOME CORP
+$81.1K
7,903
-1%
减持
VIGI
VANGUARD WHITEHALL FDS
+$79.7K
12,663
-1%
增持
IJS
ISHARES TR
+$78.6K
7,379
+0%
减持
IJR
ISHARES TR
+$78.4K
15,132
-5%
增持
RTX
RTX CORPORATION
+$74.7K
3,519
+0%
减持
VIG
VANGUARD SPECIALIZED FUNDS
+$70.4K
5,495
-1%
减持
IJJ
ISHARES TR
+$69.7K
9,537
-2%
减持
QTEC
FIRST TR NASDAQ 100 TECH IND
-$69.6K
8,703
-1%
减持
IFRA
ISHARES TR
+$68.7K
34,074
-6%
减持
MPC
MARATHON PETE CORP
-$66.4K
1,426
-17%
增持
FBTC
FIDELITY WISE ORIGIN BITCOIN
+$59.9K
7,194
+11%
增持
ABBV
ABBVIE INC
+$58.4K
2,189
+0%
增持
CRM
SALESFORCE INC
+$57.3K
1,418
+10%
增持
HD
HOME DEPOT INC
+$57.2K
919
+0%
增持
LMT
LOCKHEED MARTIN CORP
+$57.0K
475
+1%
减持
BX
BLACKSTONE INC
+$56.6K
3,796
-10%
减持
QQQ
INVESCO QQQ TR
+$56.0K
11,134
-1%
减持
CALF
PACER FDS TR
-$54.4K
46,886
-9%
减持
CSCO
CISCO SYS INC
+$50.8K
9,712
-1%
增持
NFLX
NETFLIX INC
+$50.8K
983
+3%
减持
JNJ
JOHNSON & JOHNSON
+$50.2K
3,313
-1%
增持
DGRO
ISHARES TR
+$49.1K
7,727
+2%
增持
MSFT
MICROSOFT CORP
+$48.8K
42,387
+4%
增持
KO
COCA COLA CO
+$48.7K
5,663
+1%
增持
—
ARISTA NETWORKS INC
+$46.3K
705
+10%
增持
IJK
ISHARES TR
+$45.1K
3,484
+12%
增持
SO
SOUTHERN CO
+$43.4K
3,086
+2%
增持
OVV
OVINTIV INC
-$43.2K
5,274
+1%
增持
IWM
ISHARES TR
+$42.9K
2,371
+0%
增持
GS
GOLDMAN SACHS GROUP INC
+$42.4K
971
+0%
增持
HYG
ISHARES TR
+$42.1K
13,226
+0%
减持
ADBE
ADOBE INC
-$41.0K
835
-2%
增持
VO
VANGUARD INDEX FDS
+$40.0K
1,762
+0%
减持
JPM
JPMORGAN CHASE & CO.
+$39.1K
4,996
-0%
减持
ESGU
ISHARES TR
+$38.0K
7,263
-1%
增持
MRK
MERCK & CO INC
-$36.3K
3,778
+1%
增持
JMUB
J P MORGAN EXCHANGE TRADED F
+$35.4K
5,570
+12%
增持
XLV
SELECT SECTOR SPDR TR
+$34.9K
4,117
+0%
减持
VFVA
VANGUARD WELLINGTON FD
+$33.6K
5,229
-1%
减持
IUSG
ISHARES TR
-$32.6K
1,527
-17%
减持
SPMO
INVESCO EXCH TRADED FD TR II
-$32.1K
5,988
-9%
减持
UNH
UNITEDHEALTH GROUP INC
+$32.0K
489
-2%
增持
XLI
SELECT SECTOR SPDR TR
+$31.7K
2,146
+1%
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
-$30.5K
1,869
-9%
增持
ONEY
SPDR SER TR
+$29.7K
2,846
+2%
减持
PWR
QUANTA SVCS INC
-$29.3K
2,271
-18%
增持
VZ
VERIZON COMMUNICATIONS INC
+$29.1K
5,573
+4%
增持
COP
CONOCOPHILLIPS
-$28.3K
3,289
+0%
增持
IVW
ISHARES TR
+$28.2K
8,101
+0%
增持
XLP
SELECT SECTOR SPDR TR
+$27.6K
4,266
+0%
增持
PXE
INVESCO EXCHANGE TRADED FD T
+$27.6K
10,833
+22%
增持
PG
PROCTER AND GAMBLE CO
+$26.8K
3,000
+0%
减持
IWF
ISHARES TR
+$25.7K
2,603
-0%
