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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
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 150 项
建仓 18
增持 74
减持 48
清仓 10
方向
标的
Δ市值
现股数(环比)
减持
XMHQ
INVESCO EXCHANGE TRADED FD T
-$18.0M
52,355
-77%
增持
IWP
ISHARES TR
+$12.4M
127,612
+519%
减持
SJNK
SPDR SER TR
-$11.1M
450,731
-49%
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。
建仓
VFMO
VANGUARD WELLINGTON FD
+$9.1M
59,732
减持
OEF
ISHARES TR
-$8.8M
116,485
-17%
减持
JEPI
J P MORGAN EXCHANGE TRADED F
-$7.7M
325,350
-29%
增持
XMMO
INVESCO EXCHANGE TRADED FD T
+$7.5M
69,329
+2069%
清仓
FLQM
FRANKLIN TEMPLETON ETF TR
-$7.1M
0
-100%
减持
NOBL
PROSHARES TR
-$6.1M
73,150
-46%
增持
SPMO
INVESCO EXCH TRADED FD TR II
+$4.7M
57,927
+680%
减持
AAPL
APPLE INC
-$3.3M
103,434
-1%
增持
AVUV
AMERICAN CENTY ETF TR
-$2.7M
382,661
+3%
减持
FTEC
FIDELITY COVINGTON TRUST
-$2.6M
104,087
-1%
增持
IVV
ISHARES TR
-$2.4M
112,446
+1%
减持
QQQM
INVESCO EXCH TRADED FD TR II
-$2.1M
111,576
-0%
增持
AMZN
AMAZON COM INC
-$1.9M
68,168
+0%
增持
GOOGL
ALPHABET INC
-$1.9M
54,388
+0%
增持
MSFT
MICROSOFT CORP
-$1.9M
42,533
+1%
减持
DWAS
INVESCO EXCH TRADED FD TR II
-$1.5M
7,475
-67%
增持
RDVY
FIRST TR EXCHANGE TRADED FD
+$1.4M
517,244
+6%
建仓
JAAA
JANUS DETROIT STR TR
+$1.4M
27,456
减持
ITOT
ISHARES TR
-$1.3M
179,208
-0%
增持
JEPQ
J P MORGAN EXCHANGE TRADED F
+$1.1M
220,062
+21%
增持
NVDA
NVIDIA CORPORATION
-$1.0M
42,681
+1%
增持
IUSV
ISHARES TR
+$989.6K
151,622
+8%
增持
AVLV
AMERICAN CENTY ETF TR
+$910.6K
20,031
+238%
建仓
PCMM
BONDBLOXX ETF TRUST
+$877.9K
17,254
增持
QUAL
ISHARES TR
+$801.6K
82,684
+10%
增持
FELC
FIDELITY COVINGTON TRUST
+$796.6K
211,385
+20%
增持
SPY
SPDR S&P 500 ETF TR
+$775.8K
42,592
+8%
增持
GOOG
ALPHABET INC
-$761.0K
26,889
+3%
增持
FLOT
ISHARES TR
+$759.9K
20,084
+285%
增持
SOXX
ISHARES TR
-$677.7K
43,501
+6%
减持
TSLA
TESLA INC
-$673.2K
3,705
-8%
增持
SCHD
SCHWAB STRATEGIC TR
+$640.2K
240,743
+8%
减持
IWY
ISHARES TR
-$621.6K
23,452
-1%
建仓
VGSH
VANGUARD SCOTTSDALE FDS
+$604.5K
10,300
增持
UNP
UNION PAC CORP
+$596.2K
4,003
+161%
减持
FBTC
FIDELITY WISE ORIGIN BITCOIN
-$493.4K
24,886
-11%
增持
META
META PLATFORMS INC
+$488.2K
3,395
+35%
增持
IMTM
ISHARES TR
+$459.3K
28,532
+57%
增持
PAVE
GLOBAL X FDS
+$437.5K
166,806
+15%
增持
COST
COSTCO WHSL CORP NEW
+$436.4K
2,685
+17%
减持
CALF
PACER FDS TR
-$431.3K
23,184
-22%
建仓
BKDV
BNY MELLON ETF TRUST II
+$424.4K
16,782
建仓
IQQQ
PROSHARES TR
+$416.6K
10,722
增持
QQQ
INVESCO QQQ TR
-$393.1K
10,969
+1%
减持
IGIB
ISHARES TR
+$385.9K
439,846
-0%
减持
MOAT
VANECK ETF TRUST
-$372.3K
52,389
-3%
建仓
RWL
INVESCO EXCH TRADED FD TR II
+$366.2K
3,686
建仓
IHI
ISHARES TR
+$359.2K
5,967
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$359.0K
6,533
-5%
减持
SYLD
CAMBRIA ETF TR
-$352.4K
26,784
-11%
建仓
FDG
AMERICAN CENTY ETF TR
+$346.7K
3,816
建仓
QCOM
QUALCOMM INC
+$331.5K
2,158
建仓
SPIB
SPDR SER TR
+$328.8K
9,891
建仓
AVMV
AMERICAN CENTY ETF TR
+$295.7K
4,813
清仓
RSP
INVESCO EXCHANGE TRADED FD T
-$293.5K
0
-100%
减持
AVMU
AMERICAN CENTY ETF TR
-$293.0K
174,638
-2%
清仓
VRT
VERTIV HOLDINGS CO
-$280.3K
0
-100%
清仓
XCCC
BONDBLOXX ETF TRUST
-$268.2K
0
-100%
建仓
GD
GENERAL DYNAMICS CORP
+$246.3K
904
清仓
—
CROSSFIRST BANKSHARES INC
-$242.4K
0
-100%
建仓
BUSE
FIRST BUSEY CORP
+$230.7K
10,680
增持
MLPX
GLOBAL X FDS
+$229.7K
33,348
+6%
建仓
DIA
SPDR DOW JONES INDL AVERAGE
+$229.3K
546
建仓
IAU
ISHARES GOLD TR
+$227.4K
3,857
清仓
AVIG
AMERICAN CENTY ETF TR
-$222.6K
0
-100%
清仓
XBI
SPDR SER TR
-$218.5K
0
-100%
建仓
—
ACCENTURE PLC IRELAND
+$214.6K
688
增持
EVRG
EVERGY INC
+$212.5K
17,627
+8%
清仓
RSPN
INVESCO EXCHANGE TRADED FD T
-$203.2K
0
-100%
清仓
BA
BOEING CO
-$202.9K
0
-100%
清仓
SCHG
SCHWAB STRATEGIC TR
-$202.6K
0
-100%
增持
ISPY
PROSHARES TR
+$199.3K
28,792
+26%
建仓
BBLU
EA SERIES TRUST
+$195.2K
15,286
增持
FMHI
FIRST TR EXCH TRADED FD III
+$181.8K
251,112
+3%
减持
IJR
ISHARES TR
-$178.9K
16,622
-0%
减持
FENY
FIDELITY COVINGTON TRUST
+$169.7K
215,137
-4%
减持
FHLC
FIDELITY COVINGTON TRUST
+$163.9K
69,303
-1%
减持
SDY
SPDR SER TR
-$161.0K
4,994
-21%
增持
GLD
SPDR GOLD TR
+$145.8K
2,972
+1%
增持
QTEC
FIRST TR NASDAQ 100 TECH IND
-$126.7K
8,612
+0%
减持
IFRA
ISHARES TR
-$126.3K
31,843
-6%
减持
ADBE
ADOBE INC
-$123.8K
618
-24%
增持
BX
BLACKSTONE INC
-$120.9K
3,979
+1%
增持
MUB
ISHARES TR
+$118.8K
14,017
+10%
增持
ORCL
ORACLE CORP
-$116.4K
4,368
+0%
增持
ONEQ
FIDELITY COMWLTH TR
-$106.5K
15,341
+1%
增持
IJH
ISHARES TR
-$104.0K
29,411
+1%
减持
XLK
SELECT SECTOR SPDR TR
-$101.4K
3,820
-0%
减持
FDVV
FIDELITY COVINGTON TRUST
-$101.1K
4,542
-30%
增持
IWF
ISHARES TR
-$100.2K
3,129
+2%
增持
—
EXXON MOBIL CORP
+$98.8K
5,554
+6%
增持
CP
CANADIAN PACIFIC KANSAS CITY
-$95.1K
49,334
+0%
增持
FELG
FIDELITY COVINGTON TRUST
-$90.5K
62,715
+7%
减持
IVW
ISHARES TR
-$88.9K
7,904
-2%
增持
IJS
ISHARES TR
-$83.4K
7,633
+0%
增持
JPM
JPMORGAN CHASE & CO.
+$81.6K
5,449
+4%
减持
MRK
MERCK & CO INC
-$74.3K
3,435
-11%
减持
ABBV
ABBVIE INC
-$73.5K
1,474
-32%
增持
JNJ
JOHNSON & JOHNSON
+$72.8K
2,815
+3%
减持
IJJ
ISHARES TR
-$71.0K
9,309
-2%
减持
KNG
FIRST TR EXCHANGE-TRADED FD
-$69.9K
15,854
-9%
减持
PPA
INVESCO EXCHANGE TRADED FD T
-$69.4K
25,280
-4%
增持
IUSG
ISHARES TR
+$68.0K
3,750
+28%
增持
CRM
SALESFORCE INC
-$66.1K
1,126
+2%
减持
FXH
FIRST TR EXCHANGE TRADED FD
-$64.7K
6,357
-8%
增持
RTX
RTX CORPORATION
+$61.2K
3,553
+0%
增持
IWR
ISHARES TR
-$56.2K
17,213
+0%
增持
FTF
FRANKLIN LTD DURATION INCOME
+$55.9K
130,375
+10%
增持
LLY
ELI LILLY & CO
+$55.0K
1,003
+0%
增持
KO
COCA COLA CO
+$54.7K
5,049
+2%
增持
O
REALTY INCOME CORP
+$53.4K
7,711
+5%
增持
AVGO
BROADCOM INC
-$51.7K
1,300
+12%
增持
PWR
QUANTA SVCS INC
-$51.2K
2,228
+14%
减持
FDIS
FIDELITY COVINGTON TRUST
-$50.5K
2,761
-5%
减持
SMH
VANECK ETF TRUST
-$50.4K
1,507
-1%
增持
HYG
ISHARES TR
+$50.2K
13,836
+5%
增持
CAT
CATERPILLAR INC
-$49.8K
1,528
+0%
增持
COWZ
PACER FDS TR
-$49.5K
256,186
+3%
增持
WMT
WALMART INC
-$49.1K
21,986
+0%
减持
IXN
ISHARES TR
-$46.5K
3,085
-7%
减持
CVX
CHEVRON CORP NEW
+$42.9K
5,835
-9%
增持
VIGI
VANGUARD WHITEHALL FDS
+$42.7K
12,674
+1%
增持
HODL
VANECK BITCOIN ETF
-$42.2K
19,989
+316%
增持
NFLX
NETFLIX INC
+$41.3K
960
+0%
减持
URI
UNITED RENTALS INC
-$40.3K
483
-1%
增持
IWM
ISHARES TR
-$39.9K
2,443
+2%
增持
MCD
MCDONALDS CORP
+$39.6K
1,675
+0%
减持
VOE
VANGUARD INDEX FDS
-$39.4K
1,675
-12%
减持
DOCU
DOCUSIGN INC
-$39.4K
2,671
-6%
增持
IETC
ISHARES U S ETF TR
-$39.4K
4,125
+1%
增持
ESGU
ISHARES TR
-$39.3K
6,676
+1%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
-$39.3K
2,034
+7%
减持
IYY
ISHARES TR
-$38.2K
2,711
-5%
增持
MGC
VANGUARD WORLD FD
-$38.2K
3,482
+0%
增持
IWO
ISHARES TR
-$37.8K
1,616
+3%
减持
IYE
ISHARES TR
+$37.5K
11,064
-1%
增持
V
VISA INC
+$37.4K
753
+5%
减持
TAXF
AMERICAN CENTY ETF TR
-$32.2K
4,318
-12%
增持
SO
SOUTHERN CO
+$31.6K
3,144
+1%
减持
ITA
ISHARES TR
-$31.0K
21,750
-6%
增持
VZ
VERIZON COMMUNICATIONS INC
+$30.2K
5,237
+1%
增持
CSCO
CISCO SYS INC
+$28.7K
9,825
+1%
增持
XLF
SELECT SECTOR SPDR TR
+$28.6K
4,988
+10%
减持
XLV
SELECT SECTOR SPDR TR
+$28.2K
4,095
-1%
减持
LMT
LOCKHEED MARTIN CORP
-$27.2K
464
-4%
减持
GS
GOLDMAN SACHS GROUP INC
-$26.4K
969
-0%
增持
VTWO
VANGUARD SCOTTSDALE FDS
-$25.7K
2,982
+0%
