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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
24Q4 调仓
2024-09-30 → 2024-12-31 · 共 150 项
建仓 14
增持 52
减持 64
清仓 20
方向
标的
Δ市值
现股数(环比)
增持
QUAL
ISHARES TR
+$9.3M
74,844
+230%
清仓
PPH
VANECK ETF TRUST
-$8.8M
0
-100%
增持
IUSV
ISHARES TR
+$8.2M
140,442
+182%
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
MBB
ISHARES TR
-$6.0M
0
-100%
增持
SCHD
SCHWAB STRATEGIC TR
+$5.7M
222,948
+4536%
清仓
DEM
WISDOMTREE TR
-$5.1M
0
-100%
减持
SYLD
CAMBRIA ETF TR
-$4.2M
30,103
-65%
减持
NOBL
PROSHARES TR
-$3.8M
136,350
-16%
增持
SJNK
SPDR SER TR
+$3.7M
888,084
+22%
增持
SPY
SPDR S&P 500 ETF TR
+$2.7M
39,328
+11%
清仓
SPEM
SPDR INDEX SHS FDS
-$2.4M
0
-100%
增持
JEPQ
J P MORGAN EXCHANGE TRADED F
+$2.4M
182,599
+27%
减持
AMZN
AMAZON COM INC
+$2.2M
67,927
-0%
增持
FBTC
FIDELITY WISE ORIGIN BITCOIN
+$1.9M
28,003
+289%
减持
JEPI
J P MORGAN EXCHANGE TRADED F
-$1.9M
456,139
-3%
清仓
IEFA
ISHARES TR
-$1.7M
0
-100%
增持
IVV
ISHARES TR
+$1.7M
111,336
+1%
增持
XMHQ
INVESCO EXCHANGE TRADED FD T
+$1.5M
231,533
+11%
减持
AAPL
APPLE INC
+$1.4M
104,745
-2%
增持
GOOGL
ALPHABET INC
+$1.4M
54,373
+1%
增持
FELC
FIDELITY COVINGTON TRUST
+$1.3M
176,024
+27%
清仓
LQD
ISHARES TR
-$1.3M
0
-100%
减持
IGIB
ISHARES TR
-$1.2M
440,979
-1%
增持
RDVY
FIRST TR EXCHANGE-TRADED FD
+$1.1M
487,911
+4%
增持
AVUV
AMERICAN CENTY ETF TR
+$1.1M
373,174
+2%
减持
SOXX
ISHARES TR
-$1.0M
41,131
-4%
建仓
ISPY
PROSHARES TR
+$1.0M
22,861
减持
QQQM
INVESCO EXCH TRADED FD TR II
+$970.8K
112,118
-0%
清仓
IEMG
ISHARES INC
-$940.3K
0
-100%
减持
FTEC
FIDELITY COVINGTON TRUST
+$890.0K
104,819
-1%
减持
CP
CANADIAN PACIFIC KANSAS CITY
-$881.8K
49,176
-5%
减持
CALF
PACER FDS TR
-$880.4K
29,556
-37%
减持
KNG
FIRST TR EXCHANGE-TRADED FD
-$853.5K
17,344
-45%
增持
NVDA
NVIDIA CORPORATION
+$727.7K
42,070
+4%
减持
OEF
ISHARES TR
+$693.9K
139,715
-3%
增持
TSLA
TESLA INC
+$614.8K
4,044
+4%
增持
PPA
INVESCO EXCHANGE TRADED FD T
+$600.4K
26,286
+25%
减持
GOOG
ALPHABET INC
+$588.5K
26,054
-0%
增持
FTF
FRANKLIN LTD DURATION INCOME
+$555.2K
118,600
+242%
建仓
HODL
VANECK BITCOIN ETF
+$508.1K
4,807
减持
FENY
FIDELITY COVINGTON TRUST
-$491.0K
223,448
-8%
减持
IMTM
ISHARES TR
-$486.0K
18,190
-37%
增持
FHLC
FIDELITY COVINGTON TRUST
-$477.6K
69,945
+1%
减持
GOVT
ISHARES TR
-$460.9K
30,240
-39%
减持
AVMU
AMERICAN CENTY ETF TR
-$459.3K
178,548
-4%
增持
DWAS
INVESCO EXCH TRADED FD TR II
+$419.4K
22,445
+28%
减持
MSFT
MICROSOFT CORP
-$418.9K
42,279
-0%
清仓
XLU
SELECT SECTOR SPDR TR
-$403.3K
0
-100%
建仓
XMMO
INVESCO EXCHANGE TRADED FD T
+$394.8K
3,196
减持
MOAT
VANECK ETF TRUST
-$392.4K
53,735
-3%
清仓
EFV
ISHARES TR
-$371.9K
0
-100%
建仓
SMH
VANECK ETF TRUST
+$369.0K
1,524
减持
IWY
ISHARES TR
+$354.9K
23,669
-0%
建仓
UNP
UNION PAC CORP
+$349.5K
1,533
清仓
PXE
INVESCO EXCHANGE TRADED FD T
-$321.2K
0
-100%
减持
—
MANAGED PORTFOLIO SERIES
-$308.6K
71,450
-18%
建仓
VOE
VANGUARD INDEX FDS
+$308.3K
1,906
建仓
ANET
ARISTA NETWORKS INC
+$306.8K
2,775
清仓
QCLN
FIRST TR EXCHANGE-TRADED FD
-$298.6K
0
-100%
建仓
RSP
INVESCO EXCHANGE TRADED FD T
+$293.5K
1,675
清仓
UNH
UNITEDHEALTH GROUP INC
-$285.7K
0
-100%
减持
ITOT
ISHARES TR
+$273.8K
180,042
-1%
清仓
—
ARISTA NETWORKS INC
-$270.6K
0
-100%
建仓
BLK
BLACKROCK INC
+$266.5K
260
减持
CGCP
CAPITAL GRP FIXED INCM ETF T
-$265.0K
11,854
-48%
增持
FELG
FIDELITY COVINGTON TRUST
+$256.1K
58,429
+7%
清仓
HTRB
HARTFORD FDS EXCHANGE TRADED
-$253.5K
0
-100%
增持
IWF
ISHARES TR
+$252.9K
3,063
+18%
建仓
MSTR
MICROSTRATEGY INC
+$246.5K
851
清仓
HAS
HASBRO INC
-$234.3K
0
-100%
清仓
MPC
MARATHON PETE CORP
-$232.3K
0
-100%
清仓
FSMD
FIDELITY COVINGTON TRUST
-$227.7K
0
-100%
建仓
V
VISA INC
+$226.3K
716
增持
IWP
ISHARES TR
+$217.3K
20,627
+1%
建仓
MA
MASTERCARD INCORPORATED
+$211.7K
402
增持
MGC
VANGUARD WORLD FD
+$210.2K
3,477
+36%
清仓
ESGE
ISHARES INC
-$209.7K
0
-100%
增持
IUSG
ISHARES TR
+$207.2K
2,932
+92%
清仓
IXUS
ISHARES TR
-$206.4K
0
-100%
减持
WMT
WALMART INC
+$204.0K
21,906
-0%
建仓
BA
BOEING CO
+$202.9K
1,146
建仓
SCHG
SCHWAB STRATEGIC TR
+$202.6K
7,268
清仓
OVV
OVINTIV INC
-$202.0K
0
-100%
增持
JPM
JPMORGAN CHASE & CO.
+$201.6K
5,235
+5%
增持
META
META PLATFORMS INC
+$200.7K
2,508
+13%
增持
FLQM
FRANKLIN TEMPLETON ETF TR
+$186.8K
130,949
+5%
增持
FMHI
FIRST TR EXCH TRADED FD III
+$181.7K
244,826
+4%
增持
SPMO
INVESCO EXCH TRADED FD TR II
+$163.2K
7,430
+24%
减持
NFLX
NETFLIX INC
+$156.5K
958
-3%
减持
URI
UNITED RENTALS INC
-$156.1K
487
-21%
增持
IJR
ISHARES TR
+$147.2K
16,638
+10%
减持
CVX
CHEVRON CORP NEW
-$145.8K
6,444
-12%
减持
NEE
NEXTERA ENERGY INC
-$144.3K
10,624
-1%
减持
JNJ
JOHNSON & JOHNSON
-$142.9K
2,724
-18%
减持
LLY
ELI LILLY & CO
-$132.9K
1,002
-2%
增持
AVLV
AMERICAN CENTY ETF TR
+$120.0K
5,924
+42%
增持
XLI
SELECT SECTOR SPDR TR
+$118.7K
3,107
+45%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$112.9K
6,884
-2%
减持
VIGI
VANGUARD WHITEHALL FDS
-$109.3K
12,608
-0%
减持
O
REALTY INCOME CORP
-$107.3K
7,375
-7%
减持
MLPX
GLOBAL X FDS
+$106.6K
31,345
-5%
减持
EVRG
EVERGY INC
-$106.3K
16,294
-9%
减持
QQQ
INVESCO QQQ TR
+$102.7K
10,831
-3%
减持
COP
CONOCOPHILLIPS
-$100.3K
2,480
-25%
减持
KO
COCA COLA CO
-$100.1K
4,929
-13%
增持
BX
BLACKSTONE INC
+$95.8K
3,927
+3%
增持
ET
ENERGY TRANSFER L P
+$95.5K
25,014
+2%
增持
IWO
ISHARES TR
+$87.1K
1,566
+22%
增持
ITA
ISHARES TR
-$82.8K
23,123
+0%
减持
IYE
ISHARES TR
-$81.0K
11,148
-12%
减持
FXH
FIRST TR EXCHANGE TRADED FD
-$75.4K
6,945
-3%
增持
PAVE
GLOBAL X FDS
-$75.0K
144,916
+1%
减持
GS
GOLDMAN SACHS GROUP INC
+$74.7K
970
-0%
减持
ADBE
ADOBE INC
-$71.4K
811
-3%
减持
SDY
SPDR SER TR
-$70.4K
6,348
-1%
增持
ONEQ
FIDELITY COMWLTH TR
+$69.3K
15,128
+0%
增持
XLV
SELECT SECTOR SPDR TR
-$64.3K
4,141
+1%
减持
ESGU
ISHARES TR
-$63.2K
6,624
-9%
减持
MCD
MCDONALDS CORP
-$61.6K
1,668
-7%
增持
CSCO
CISCO SYS INC
+$60.8K
9,757
+0%
增持
IJH
ISHARES TR
+$60.4K
29,211
+3%
减持
PWR
QUANTA SVCS INC
-$59.6K
1,954
-14%
减持
GLD
SPDR GOLD TR
-$59.5K
2,934
-7%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$55.1K
411
-6%
减持
AVGO
BROADCOM INC
+$53.6K
1,162
-7%
减持
FDVV
FIDELITY COVINGTON TRUST
-$53.3K
6,535
-13%
减持
PECO
PHILLIPS EDISON & CO INC
-$53.1K
24,544
-5%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$52.4K
1,909
+2%
减持
ABBV
ABBVIE INC
-$50.0K
2,152
-2%
减持
VIG
VANGUARD SPECIALIZED FUNDS
-$49.1K
5,307
-3%
减持
VHT
VANGUARD WORLD FD
-$48.2K
919
-8%
减持
EFG
ISHARES TR
-$47.3K
2,232
-9%
增持
IVW
ISHARES TR
+$47.0K
8,103
+0%
增持
MRK
MERCK & CO INC
-$46.4K
3,846
+2%
减持
QTEC
FIRST TR NASDAQ 100 TECH IND
-$43.5K
8,611
-1%
增持
LMT
LOCKHEED MARTIN CORP
-$43.2K
482
+1%
减持
VZ
VERIZON COMMUNICATIONS INC
-$42.9K
5,184
-7%
减持
COST
COSTCO WHSL CORP NEW
+$40.4K
2,295
-1%
减持
DOCU
DOCUSIGN INC
+$40.4K
2,855
-18%
增持
VRT
VERTIV HOLDINGS CO
+$40.2K
2,468
+2%
减持
SLQT
SELECTQUOTE INC
+$39.6K
36,147
-17%
减持
IFRA
ISHARES TR
-$39.0K
33,732
-1%
增持
COWZ
PACER FDS TR
+$37.1K
249,260
+3%
增持
—
EXXON MOBIL CORP
+$36.9K
5,221
+17%
增持
EFA
ISHARES TR
-$36.0K
4,541
+0%
减持
SHYM
BLACKROCK ETF TRUST II
-$35.2K
10,722
-11%
增持
CAT
CATERPILLAR INC
-$34.9K
1,527
+1%
增持
IETC
ISHARES U S ETF TR
+$33.1K
4,084
+1%
增持
IJS
ISHARES TR
+$33.0K
7,619
+3%
减持
XT
ISHARES TR
-$31.3K
7,693
-4%
