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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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 150 项
建仓 26
增持 63
减持 46
清仓 15
方向
标的
Δ市值
现股数(环比)
减持
JEPI
J P MORGAN EXCHANGE TRADED F
-$16.7M
33,056
-90%
建仓
AGG
ISHARES TR
+$16.4M
164,957
增持
SPY
SPDR S&P 500 ETF TR
+$8.8M
52,857
+24%
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
IVV
ISHARES TR
+$8.4M
115,319
+3%
清仓
AVMU
AMERICAN CENTY ETF TR
-$7.9M
0
-100%
增持
XMMO
INVESCO EXCHANGE TRADED FD T
+$5.8M
106,346
+53%
增持
QQQM
INVESCO EXCH TRADED FD TR II
+$5.4M
118,800
+6%
增持
MSFT
MICROSOFT CORP
+$5.4M
42,898
+1%
增持
FTEC
FIDELITY COVINGTON TRUST
+$4.7M
108,759
+4%
减持
SJNK
SPDR SERIES TRUST
-$4.4M
272,774
-39%
增持
IWP
ISHARES TR
+$3.8M
135,414
+6%
增持
SOXX
ISHARES TR
+$3.6M
49,486
+14%
减持
OEF
ISHARES TR
+$3.6M
115,521
-1%
减持
FMHI
FIRST TR EXCH TRADED FD III
-$3.5M
182,025
-28%
增持
IMTM
ISHARES TR
+$3.1M
93,644
+228%
建仓
EMXC
ISHARES INC
+$2.8M
43,867
增持
QUAL
ISHARES TR
+$2.8M
92,378
+12%
建仓
HYMB
SPDR SERIES TRUST
+$2.7M
110,051
增持
RDVY
FIRST TR EXCHANGE TRADED FD
+$2.7M
525,641
+2%
增持
AVUV
AMERICAN CENTY ETF TR
+$2.5M
393,384
+3%
清仓
—
MANAGED PORTFOLIO SERIES
-$2.4M
0
-100%
建仓
TPYP
TORTOISE CAPITAL SERIES TRUS
+$2.4M
65,906
增持
JEPQ
J P MORGAN EXCHANGE TRADED F
+$2.3M
250,976
+14%
减持
AAPL
APPLE INC
-$2.2M
101,104
-2%
减持
AMZN
AMAZON COM INC
+$2.0M
68,077
-0%
增持
SPMO
INVESCO EXCH TRADED FD TR II
+$1.9M
64,509
+11%
减持
NVDA
NVIDIA CORPORATION
+$1.8M
40,392
-5%
减持
FENY
FIDELITY COVINGTON TRUST
-$1.6M
165,951
-23%
增持
PAVE
GLOBAL X FDS
+$1.5M
178,144
+7%
增持
PPA
INVESCO EXCHANGE TRADED FD T
+$1.4M
30,950
+22%
减持
NOBL
PROSHARES TR
-$1.4M
59,939
-18%
增持
GOOGL
ALPHABET INC
+$1.3M
55,167
+1%
建仓
HYS
PIMCO ETF TR
+$1.3M
13,725
减持
XMHQ
INVESCO EXCHANGE TRADED FD T
-$1.3M
35,953
-31%
增持
HYG
ISHARES TR
+$1.2M
28,370
+105%
增持
IUSV
ISHARES TR
+$1.2M
160,169
+6%
增持
BKDV
BNY MELLON ETF TRUST II
+$1.1M
56,067
+234%
增持
JAAA
JANUS DETROIT STR TR
+$1.1M
48,410
+76%
增持
QQQ
INVESCO QQQ TR
+$916.1K
10,985
+0%
增持
IWY
ISHARES TR
+$835.8K
23,459
+0%
建仓
FEOE
RBB FUND TRUST
+$808.1K
19,209
增持
META
META PLATFORMS INC
+$798.4K
3,733
+10%
增持
IGIB
ISHARES TR
+$727.3K
447,138
+2%
建仓
AGGH
SIMPLIFY EXCHANGE TRADED FUN
+$712.7K
34,532
减持
ITA
ISHARES TR
+$682.1K
21,268
-2%
建仓
—
TIDAL TR II
+$600.2K
27,073
减持
VFMO
VANGUARD WELLINGTON FD
-$580.0K
49,165
-18%
减持
ISPY
PROSHARES TR
-$571.6K
15,090
-48%
减持
PECO
PHILLIPS EDISON & CO INC
-$567.9K
9,355
-62%
建仓
DEM
WISDOMTREE TR
+$563.9K
12,450
减持
SYLD
CAMBRIA ETF TR
-$558.8K
17,684
-34%
减持
GOOG
ALPHABET INC
+$554.0K
26,804
-0%
建仓
FPEI
FIRST TR EXCH TRADED FD III
+$536.2K
28,238
减持
PFF
ISHARES TR
-$483.2K
21,208
-43%
增持
CP
CANADIAN PACIFIC KANSAS CITY
+$480.5K
49,757
+1%
减持
FBTC
FIDELITY WISE ORIGIN BITCOIN
+$470.9K
24,066
-3%
建仓
PLTR
PALANTIR TECHNOLOGIES INC
+$440.2K
3,229
增持
SCHD
SCHWAB STRATEGIC TR
+$426.8K
270,113
+12%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$410.8K
6,317
-3%
建仓
SHLD
GLOBAL X FDS
+$402.0K
6,673
增持
FLOT
ISHARES TR
+$401.1K
27,957
+39%
建仓
VRT
VERTIV HOLDINGS CO
+$401.0K
3,123
增持
TSLA
TESLA INC
+$390.5K
4,252
+15%
建仓
NUKZ
EXCHANGE TRADED CONCEPTS TRU
+$390.2K
6,900
减持
IJR
ISHARES TR
-$386.2K
12,371
-26%
减持
MUB
ISHARES TR
-$359.1K
10,709
-24%
清仓
RSPG
INVESCO EXCHANGE TRADED FD T
-$350.5K
0
-100%
建仓
IUSB
ISHARES TR
+$338.1K
7,314
建仓
MBB
ISHARES TR
+$331.4K
3,530
减持
SDY
SPDR SERIES TRUST
-$330.9K
2,554
-49%
增持
AVLV
AMERICAN CENTY ETF TR
+$303.3K
23,597
+18%
减持
COST
COSTCO WHSL CORP NEW
-$297.7K
2,264
-16%
增持
PWR
QUANTA SVCS INC
+$291.6K
2,269
+2%
减持
ORCL
ORACLE CORP
+$291.6K
4,127
-6%
清仓
XLE
SELECT SECTOR SPDR TR
-$283.1K
0
-100%
清仓
VOE
VANGUARD INDEX FDS
-$268.8K
0
-100%
增持
JPM
JPMORGAN CHASE & CO.
+$263.1K
5,518
+1%
清仓
MSTR
MICROSTRATEGY INC
-$256.9K
0
-100%
减持
KNG
FIRST TR EXCHANGE-TRADED FD
-$253.8K
11,143
-30%
建仓
BA
BOEING CO
+$251.6K
1,201
清仓
PSN
PARSONS CORP DEL
-$249.7K
0
-100%
清仓
SHYM
BLACKROCK ETF TRUST II
-$244.5K
0
-100%
清仓
TMO
THERMO FISHER SCIENTIFIC INC
-$234.2K
0
-100%
清仓
FDIS
FIDELITY COVINGTON TRUST
-$233.3K
0
-100%
建仓
AVIV
AMERICAN CENTY ETF TR
+$232.5K
3,736
清仓
OKE
ONEOK INC NEW
-$226.8K
0
-100%
清仓
FDVV
FIDELITY COVINGTON TRUST
-$225.3K
0
-100%
建仓
KKR
KKR & CO INC
+$221.6K
1,666
建仓
CRWD
CROWDSTRIKE HLDGS INC
+$219.9K
432
清仓
DOCU
DOCUSIGN INC
-$217.4K
0
-100%
清仓
ANET
ARISTA NETWORKS INC
-$215.0K
0
-100%
建仓
NRG
NRG ENERGY INC
+$212.8K
1,325
建仓
APO
APOLLO GLOBAL MGMT INC
+$210.7K
1,485
增持
RWL
INVESCO EXCH TRADED FD TR II
+$209.2K
5,517
+50%
建仓
XLU
SELECT SECTOR SPDR TR
+$206.6K
2,530
建仓
RSPN
INVESCO EXCHANGE TRADED FD T
+$206.4K
3,855
建仓
CIBR
FIRST TR EXCHANGE TRADED FD
+$204.6K
2,707
建仓
PEP
PEPSICO INC
+$203.0K
1,538
减持
MOAT
VANECK ETF TRUST
+$201.9K
51,308
-2%
增持
IWF
ISHARES TR
+$199.5K
3,131
+0%
减持
WMT
WALMART INC
+$198.8K
21,772
-1%
增持
GLD
SPDR GOLD TR
+$195.5K
3,450
+16%
清仓
BBLU
EA SERIES TRUST
-$195.2K
0
-100%
增持
COWZ
PACER FDS TR
+$194.0K
258,125
+1%
增持
ONEQ
FIDELITY COMWLTH TR
+$186.1K
15,359
+0%
增持
IFRA
ISHARES TR
+$182.6K
32,887
+3%
增持
XLK
SELECT SECTOR SPDR TR
+$179.8K
3,825
+0%
减持
FELG
FIDELITY COVINGTON TRUST
+$176.4K
58,112
-7%
减持
IQQQ
PROSHARES TR
-$173.3K
5,947
-45%
增持
SMH
VANECK ETF TRUST
+$170.8K
1,755
+16%
减持
FELC
FIDELITY COVINGTON TRUST
-$170.2K
186,226
-12%
增持
GS
GOLDMAN SACHS GROUP INC
+$166.4K
983
+1%
减持
CALF
PACER FDS TR
-$147.7K
18,127
-22%
增持
FHLC
FIDELITY COVINGTON TRUST
-$142.1K
71,816
+4%
增持
IVW
ISHARES TR
+$136.7K
7,906
+0%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$132.3K
2,075
+2%
增持
IJH
ISHARES TR
+$122.0K
29,638
+1%
减持
MLPX
GLOBAL X FDS
-$121.8K
32,016
-4%
增持
CVX
CHEVRON CORP NEW
-$114.1K
6,021
+3%
减持
IWR
ISHARES TR
+$112.4K
17,144
-0%
增持
VIGI
VANGUARD WHITEHALL FDS
+$110.3K
12,889
+2%
减持
HODL
VANECK BITCOIN ETF
+$105.1K
18,740
-6%
增持
ESGU
ISHARES TR
+$98.9K
6,747
+1%
增持
FDG
AMERICAN CENTY ETF TR
+$89.4K
3,992
+5%
减持
AVGO
BROADCOM INC
+$89.4K
1,114
-14%
增持
BX
BLACKSTONE INC
+$89.3K
4,315
+8%
增持
IUSG
ISHARES TR
+$89.2K
3,761
+0%
增持
IETC
ISHARES U S ETF TR
+$88.9K
4,234
+3%
增持
MGC
VANGUARD WORLD FD
+$85.3K
3,497
+0%
减持
IYE
ISHARES TR
-$82.6K
10,236
-7%
减持
FTF
FRANKLIN LTD DURATION INCOME
-$70.9K
120,140
-8%
减持
CSCO
CISCO SYS INC
+$63.1K
9,648
-2%
减持
—
EXXON MOBIL CORP
-$62.0K
5,552
-0%
增持
XLP
SELECT SECTOR SPDR TR
+$60.2K
5,178
+18%
增持
XLI
SELECT SECTOR SPDR TR
+$59.9K
3,271
+1%
增持
XT
ISHARES TR
+$59.9K
7,564
+0%
减持
COP
CONOCOPHILLIPS
-$57.5K
2,297
-9%
增持
JCPB
J P MORGAN EXCHANGE TRADED F
+$57.4K
5,896
+26%
增持
IWM
ISHARES TR
+$55.8K
2,517
+3%
减持
HACK
AMPLIFY ETF TR
+$54.6K
3,880
-1%
减持
CAT
CATERPILLAR INC
+$53.6K
1,436
-6%
增持
RTX
RTX CORPORATION
+$52.3K
3,581
+1%
增持
IXN
ISHARES TR
+$51.8K
3,091
+0%
减持
DWAS
INVESCO EXCH TRADED FD TR II
+$51.4K
7,474
-0%
减持
O
REALTY INCOME CORP
-$50.8K
6,883
-11%
增持
IWO
ISHARES TR
+$50.5K
1,621
+0%
增持
XLV
SELECT SECTOR SPDR TR
+$48.7K
4,798
+17%
增持
GD
GENERAL DYNAMICS CORP
+$48.7K
1,012
+12%
减持
IYG
ISHARES TR
+$46.6K
6,953
-0%
减持
MCD
MCDONALDS CORP
-$45.5K
1,635
-2%
