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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
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 150 项
建仓 25
增持 72
减持 47
清仓 6
方向
标的
Δ市值
现股数(环比)
增持
IVV
ISHARES TR
+$7.9M
118,781
+3%
增持
SPY
SPDR S&P 500 ETF TR
+$7.1M
59,668
+13%
增持
QQQM
INVESCO EXCH TRADED FD TR II
+$5.0M
129,530
+9%
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。
减持
AAPL
APPLE INC
+$4.7M
100,030
-1%
减持
GOOGL
ALPHABET INC
+$3.6M
54,980
-0%
增持
AVUV
AMERICAN CENTY ETF TR
+$3.4M
394,040
+0%
减持
OEF
ISHARES TR
+$3.0M
114,707
-1%
建仓
ANGL
VANECK ETF TRUST
+$2.7M
90,087
减持
FTEC
FIDELITY COVINGTON TRUST
+$2.6M
108,445
-0%
减持
RDVY
FIRST TR EXCHANGE TRADED FD
+$2.3M
523,955
-0%
增持
EMXC
ISHARES INC
+$2.2M
73,610
+68%
增持
NVDA
NVIDIA CORPORATION
+$2.2M
45,890
+14%
增持
ITOT
ISHARES TR
+$2.0M
180,126
+1%
减持
FELC
FIDELITY COVINGTON TRUST
-$1.9M
121,889
-35%
增持
QUAL
ISHARES TR
+$1.9M
96,478
+4%
减持
GOOG
ALPHABET INC
+$1.8M
26,763
-0%
增持
IMTM
ISHARES TR
+$1.7M
125,402
+34%
减持
SOXX
ISHARES TR
+$1.6M
49,460
-0%
增持
MSFT
MICROSOFT CORP
+$1.4M
43,820
+2%
增持
FEOE
RBB FUND TRUST
+$1.3M
46,714
+143%
增持
XMMO
INVESCO EXCHANGE TRADED FD T
+$1.3M
110,903
+4%
增持
SHLD
GLOBAL X FDS
+$1.3M
24,370
+265%
增持
JEPQ
J P MORGAN EXCHANGE TRADED F
+$1.3M
259,195
+3%
增持
SPMO
INVESCO EXCH TRADED FD TR II
+$1.2M
70,077
+9%
增持
IGIB
ISHARES TR
+$1.2M
462,699
+3%
减持
COWZ
PACER FDS TR
-$1.1M
228,216
-12%
建仓
SOFI
SOFI TECHNOLOGIES INC
+$1.0M
38,645
增持
FMHI
FIRST TR EXCH TRADED FD III
+$918.4K
198,253
+9%
增持
PAVE
GLOBAL X FDS
+$902.9K
181,952
+2%
增持
IUSV
ISHARES TR
+$871.5K
160,363
+0%
增持
META
META PLATFORMS INC
+$841.8K
4,898
+31%
增持
PPA
INVESCO EXCHANGE TRADED FD T
+$827.2K
33,531
+8%
建仓
JPIB
J P MORGAN EXCHANGE TRADED F
+$826.8K
16,863
增持
JAAA
JANUS DETROIT STR TR
+$817.6K
64,483
+33%
减持
FELG
FIDELITY COVINGTON TRUST
-$789.4K
33,134
-43%
减持
VFMO
VANGUARD WELLINGTON FD
-$750.1K
40,355
-18%
增持
AGG
ISHARES TR
+$721.3K
170,425
+3%
减持
NOBL
PROSHARES TR
-$651.8K
52,237
-13%
减持
IWY
ISHARES TR
+$626.8K
23,423
-0%
减持
FLOT
ISHARES TR
-$621.5K
15,755
-44%
增持
NUKZ
EXCHANGE TRADED CONCEPTS TRU
+$605.0K
15,302
+122%
增持
IWP
ISHARES TR
+$526.0K
135,561
+0%
增持
BKDV
BNY MELLON ETF TRUST II
+$524.3K
72,527
+29%
增持
JCPB
J P MORGAN EXCHANGE TRADED F
+$509.3K
16,546
+181%
减持
FHLC
FIDELITY COVINGTON TRUST
-$502.7K
61,163
-15%
建仓
JNK
SPDR SERIES TRUST
+$496.0K
5,062
减持
QQQ
INVESCO QQQ TR
+$492.1K
10,913
-1%
减持
ITA
ISHARES TR
+$416.4K
21,163
-0%
减持
FENY
FIDELITY COVINGTON TRUST
-$393.5K
141,508
-15%
建仓
JGRO
J P MORGAN EXCHANGE TRADED F
+$370.7K
3,954
减持
TSLA
TESLA INC
+$368.3K
3,865
-9%
建仓
SDVY
FIRST TR EXCHANGE-TRADED FD
+$366.8K
9,648
减持
JEPI
J P MORGAN EXCHANGE TRADED F
-$359.4K
26,617
-19%
建仓
VG
VENTURE GLOBAL INC
+$354.9K
25,009
建仓
IDMO
INVESCO EXCH TRADED FD TR II
+$354.6K
6,568
建仓
—
GARMIN LTD
+$349.7K
1,420
减持
AVLV
AMERICAN CENTY ETF TR
-$346.9K
17,473
-26%
增持
DEM
WISDOMTREE TR
+$342.3K
19,704
+58%
建仓
FAST
FASTENAL CO
+$328.7K
6,702
减持
ISPY
PROSHARES TR
-$312.4K
7,269
-52%
建仓
AMD
ADVANCED MICRO DEVICES INC
+$302.7K
1,871
减持
FXH
FIRST TR EXCHANGE TRADED FD
-$299.4K
3,281
-48%
建仓
SPGI
S&P GLOBAL INC
+$297.8K
612
建仓
APP
APPLOVIN CORP
+$290.9K
405
增持
PWR
QUANTA SVCS INC
+$289.3K
2,768
+22%
增持
JPM
JPMORGAN CHASE & CO.
+$289.3K
5,989
+9%
建仓
TLH
ISHARES TR
+$274.2K
2,662
增持
ORCL
ORACLE CORP
+$269.9K
4,168
+1%
增持
MBB
ISHARES TR
+$268.8K
6,308
+79%
减持
CP
CANADIAN PACIFIC KANSAS CITY
-$258.9K
49,475
-1%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$255.6K
6,612
+5%
清仓
IQQQ
PROSHARES TR
-$243.2K
0
-100%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$241.0K
3,734
+16%
建仓
QCLN
FIRST TR EXCHANGE-TRADED FD
+$237.7K
5,665
建仓
VOO
VANGUARD INDEX FDS
+$232.5K
380
清仓
VZ
VERIZON COMMUNICATIONS INC
-$228.8K
0
-100%
增持
JNJ
JOHNSON & JOHNSON
+$228.8K
3,566
+26%
建仓
MU
MICRON TECHNOLOGY INC
+$228.4K
1,365
清仓
ISRG
INTUITIVE SURGICAL INC
-$223.9K
0
-100%
建仓
—
ASML HOLDING N V
+$222.3K
230
增持
GLD
SPDR GOLD TR
+$220.4K
3,579
+4%
建仓
TMO
THERMO FISHER SCIENTIFIC INC
+$217.5K
448
建仓
IEMG
ISHARES INC
+$216.3K
3,281
建仓
ABT
ABBOTT LABS
+$213.8K
1,597
清仓
APO
APOLLO GLOBAL MGMT INC
-$210.7K
0
-100%
清仓
—
ACCENTURE PLC IRELAND
-$206.5K
0
-100%
建仓
PSN
PARSONS CORP DEL
+$204.6K
2,467
建仓
SPXC
SPX TECHNOLOGIES INC
+$204.2K
1,094
清仓
PEP
PEPSICO INC
-$203.0K
0
-100%
建仓
WEC
WEC ENERGY GROUP INC
+$201.2K
1,755
建仓
MTUM
ISHARES TR
+$201.0K
784
增持
ABBV
ABBVIE INC
+$197.7K
2,043
+38%
减持
RWL
INVESCO EXCH TRADED FD TR II
-$194.9K
3,438
-38%
增持
CAT
CATERPILLAR INC
+$194.2K
1,576
+10%
增持
—
TIDAL TRUST II
-$190.6K
29,342
+8%
增持
MUB
ISHARES TR
+$187.4K
12,267
+15%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$184.2K
2,342
+13%
增持
FBTC
FIDELITY WISE ORIGIN BITCOIN
+$155.6K
24,221
+1%
增持
HODL
VANECK BITCOIN ETF
+$155.2K
22,433
+20%
减持
XMHQ
INVESCO EXCHANGE TRADED FD T
+$152.0K
35,100
-2%
增持
IFRA
ISHARES TR
+$142.0K
33,315
+1%
增持
EVRG
EVERGY INC
+$132.2K
17,710
+1%
增持
IJR
ISHARES TR
+$126.0K
12,438
+1%
增持
IUSG
ISHARES TR
+$124.7K
4,196
+12%
减持
ONEQ
FIDELITY COMWLTH TR
+$123.4K
15,188
-1%
增持
NFLX
NETFLIX INC
-$123.4K
969
+1%
减持
FTF
FRANKLIN LTD DURATION INCOME
-$121.4K
102,023
-15%
减持
KNG
FIRST TR EXCHANGE-TRADED FD
-$120.8K
8,645
-22%
增持
BX
BLACKSTONE INC
+$120.4K
4,483
+4%
增持
WMT
WALMART INC
+$118.8K
21,810
+0%
增持
XLK
SELECT SECTOR SPDR TR
+$110.5K
3,828
+0%
减持
PCMM
BONDBLOXX ETF TRUST
-$108.6K
15,583
-12%
增持
IWR
ISHARES TR
+$107.9K
17,449
+2%
减持
IWF
ISHARES TR
+$105.8K
3,064
-2%
增持
FDG
AMERICAN CENTY ETF TR
+$95.7K
4,416
+11%
减持
IJH
ISHARES TR
+$93.6K
29,601
-0%
增持
AVGO
BROADCOM INC
+$90.5K
1,205
+8%
减持
GS
GOLDMAN SACHS GROUP INC
+$86.7K
982
-0%
增持
CVX
CHEVRON CORP NEW
+$84.7K
6,097
+1%
增持
IVW
ISHARES TR
+$84.1K
7,907
+0%
增持
IJS
ISHARES TR
+$83.4K
7,448
+0%
增持
AGGH
SIMPLIFY EXCHANGE TRADED FUN
+$83.1K
38,430
+11%
增持
RTX
RTX CORPORATION
+$78.8K
3,596
+0%
减持
SCHD
SCHWAB STRATEGIC TR
-$73.6K
259,501
-4%
增持
XLV
SELECT SECTOR SPDR TR
+$69.1K
5,143
+7%
减持
ESGU
ISHARES TR
+$69.1K
6,744
-0%
减持
AVMV
AMERICAN CENTY ETF TR
-$66.7K
3,600
-25%
减持
MOAT
VANECK ETF TRUST
+$62.2K
49,182
-4%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$62.1K
5,256
+0%
增持
IYG
ISHARES TR
+$61.3K
7,323
+5%
增持
MA
MASTERCARD INCORPORATED
+$59.8K
503
+25%
减持
CRM
SALESFORCE INC
-$59.4K
1,018
-8%
减持
IWM
ISHARES TR
+$59.1K
2,489
-1%
增持
SJNK
SPDR SERIES TRUST
+$57.3K
273,735
+0%
增持
HYMB
SPDR SERIES TRUST
+$55.0K
111,596
+1%
减持
DWAS
INVESCO EXCH TRADED FD TR II
+$54.5K
7,473
-0%
减持
IJJ
ISHARES TR
+$54.2K
9,057
-0%
增持
GD
GENERAL DYNAMICS CORP
+$51.5K
1,016
+0%
增持
DGRO
ISHARES TR
+$49.3K
8,078
+3%
增持
VFVA
VANGUARD WELLINGTON FD
+$49.2K
5,231
+0%
增持
IXN
ISHARES TR
+$49.1K
3,242
+5%
增持
LLY
ELI LILLY & CO
+$47.3K
1,096
+8%
减持
KO
COCA COLA CO
-$46.7K
4,172
-9%
减持
CALF
PACER FDS TR
-$46.2K
15,430
-15%
减持
V
VISA INC
-$46.2K
719
-13%
减持
VTI
VANGUARD INDEX FDS
+$42.6K
1,780
-0%
增持
MRK
MERCK & CO INC
+$41.0K
3,758
+8%
增持
IVE
ISHARES TR
+$39.3K
3,374
+0%
减持
SYLD
CAMBRIA ETF TR
-$37.4K
16,205
-8%
减持
CGCP
CAPITAL GRP FIXED INCM ETF T
-$34.9K
9,003
-15%
