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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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 150 项
建仓 16
增持 67
减持 52
清仓 15
方向
标的
Δ市值
现股数(环比)
减持
IWP
ISHARES TR
-$12.8M
22,958
-80%
建仓
XSMO
INVESCO EXCHANGE TRADED FD T
+$11.3M
149,238
增持
IVV
ISHARES TR
-$3.7M
123,137
+2%
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
OEF
ISHARES TR
-$3.0M
113,101
-0%
减持
GOOGL
ALPHABET INC
-$2.8M
54,610
-0%
减持
SPY
STATE STR SPDR S&P 500 ETF T
-$2.7M
60,437
-0%
增持
MSFT
MICROSOFT CORP
-$2.5M
44,504
+1%
增持
QQQM
INVESCO EXCH TRADED FD TR II
-$2.4M
133,367
+0%
减持
NOBL
PROSHARES TR
-$2.3M
17,358
-54%
增持
AMZN
AMAZON COM INC
-$2.0M
68,780
+1%
增持
FENY
FIDELITY COVINGTON TRUST
+$2.0M
154,213
+34%
增持
RDVY
FIRST TR EXCHANGE TRADED FD
-$1.8M
543,025
+1%
增持
FEOE
RBB FUND TRUST
+$1.6M
126,330
+36%
增持
FTEC
FIDELITY COVINGTON TRUST
-$1.6M
105,511
+0%
增持
ITOT
ISHARES TR
-$1.5M
179,507
+0%
减持
GOOG
ALPHABET INC
-$1.4M
26,527
-0%
增持
TPYP
TORTOISE CAPITAL SERIES TRUS
+$1.3M
87,818
+35%
建仓
AVDE
AMERICAN CENTY ETF TR
+$1.2M
14,710
清仓
VIGI
VANGUARD WHITEHALL FDS
-$1.2M
0
-100%
增持
BKDV
BNY MELLON ETF TRUST II
+$991.3K
127,749
+38%
增持
EMXC
ISHARES INC
+$882.7K
124,401
+12%
减持
SOXX
ISHARES TR
-$857.5K
48,463
-0%
增持
IMTM
ISHARES TR
+$787.4K
207,170
+15%
减持
AAPL
APPLE INC
-$771.4K
98,290
-1%
增持
NVDA
NVIDIA CORPORATION
-$743.1K
49,445
+1%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$727.5K
4,858
-24%
增持
XMMO
INVESCO EXCHANGE TRADED FD T
+$706.3K
102,430
+2%
减持
COST
COSTCO WHOLESALE CORPORATION
-$667.7K
1,120
-41%
减持
IWY
ISHARES TR
-$639.0K
23,002
-2%
增持
META
META PLATFORMS INC
-$634.2K
4,631
+1%
减持
JEPQ
J P MORGAN EXCHANGE TRADED F
-$629.3K
44,766
-15%
增持
JCPB
J P MORGAN EXCHANGE TRADED F
+$623.6K
324,642
+5%
增持
AVUV
AMERICAN CENTY ETF TR
+$604.0K
391,650
+0%
增持
JNK
SPDR SERIES TRUST
+$580.2K
51,506
+16%
清仓
IWO
ISHARES TR
-$546.0K
0
-100%
减持
MOAT
VANECK ETF TRUST
-$541.1K
38,942
-5%
增持
RAAX
VANECK ETF TRUST
+$535.5K
22,662
+126%
减持
QQQ
INVESCO QQQ TR
-$522.7K
11,062
-0%
增持
MLPX
GLOBAL X FDS
+$514.1K
32,666
+12%
建仓
CGNG
CAPITAL GROUP NEW GEOGRAPHY
+$503.7K
15,956
增持
QUAL
ISHARES TR
-$490.6K
107,247
+3%
减持
SOFI
SOFI TECHNOLOGIES INC
-$483.9K
32,084
-26%
减持
SJNK
SPDR SERIES TRUST
-$424.6K
264,531
-4%
清仓
IDMO
INVESCO EXCH TRADED FD TR II
-$417.4K
0
-100%
建仓
IDHQ
INVESCO EXCH TRADED FD TR II
+$413.6K
7,543
减持
FBTC
FIDELITY WISE ORIGIN BITCOIN
-$408.1K
25,005
-3%
增持
VFMO
VANGUARD WELLINGTON FD
+$403.4K
52,775
+7%
增持
FMHI
FIRST TR EXCH TRADED FD III
+$398.7K
237,886
+5%
建仓
SPHB
INVESCO EXCH TRADED FD TR II
+$397.9K
3,432
清仓
IJK
ISHARES TR
-$383.7K
0
-100%
清仓
KNG
FIRST TR EXCHANGE-TRADED FD
-$383.4K
0
-100%
增持
JGRO
J P MORGAN EXCHANGE TRADED F
+$372.3K
10,637
+84%
增持
MUB
ISHARES TR
+$371.0K
20,209
+23%
增持
IUSV
ISHARES TR
-$370.9K
161,395
+1%
增持
SCHD
SCHWAB STRATEGIC TR
+$365.8K
236,865
+2%
清仓
PECO
PHILLIPS EDISON & CO INC
-$346.2K
0
-100%
减持
GLD
SPDR GOLD TR
-$328.8K
2,907
-18%
减持
FELC
FIDELITY COVINGTON TRUST
-$316.0K
103,060
-2%
建仓
HDV
ISHARES TR
+$303.5K
2,237
建仓
FLMI
FRANKLIN TEMPLETON ETF TR
+$302.1K
12,188
清仓
QCOM
QUALCOMM INC
-$276.2K
0
-100%
增持
SPMO
INVESCO EXCH TRADED FD TR II
-$275.0K
77,475
+4%
清仓
MAGS
LISTED FDS TR
-$262.9K
0
-100%
建仓
FESM
FIDELITY COVINGTON TRUST
+$258.9K
6,814
建仓
FIDU
FIDELITY COVINGTON TRUST
+$257.0K
2,970
建仓
FYC
FIRST TR EXCHANGE-TRADED ALP
+$256.2K
2,642
减持
ANGL
VANECK ETF TRUST
-$251.9K
90,870
-6%
清仓
TMO
THERMO FISHER SCIENTIFIC INC
-$246.1K
0
-100%
减持
XMHQ
INVESCO EXCHANGE TRADED FD T
-$245.6K
43,990
-2%
增持
FHLC
FIDELITY COVINGTON TRUST
-$245.1K
73,658
+1%
建仓
VZ
VERIZON COMMUNICATIONS INC
+$242.2K
4,824
建仓
GLW
CORNING INC
+$239.1K
1,759
建仓
MPC
MARATHON PETE CORP
+$233.1K
954
建仓
CRM
SALESFORCE INC
+$228.9K
1,226
增持
AVLV
AMERICAN CENTY ETF TR
+$228.3K
29,800
+11%
增持
PPA
INVESCO EXCHANGE TRADED FD T
-$220.9K
34,596
+1%
建仓
INMU
BLACKROCK ETF TRUST II
+$218.5K
9,138
建仓
QGRO
AMERICAN CENTY ETF TR
+$212.3K
2,021
增持
TSLA
TESLA INC
-$212.0K
4,055
+2%
减持
COWZ
PACER FDS TR
-$212.0K
214,099
-2%
减持
AGG
ISHARES TR
-$207.8K
168,131
-0%
清仓
IBIT
ISHARES BITCOIN TRUST ETF
-$207.4K
0
-100%
清仓
SPGI
S&P GLOBAL INC
-$207.4K
0
-100%
清仓
FDVV
FIDELITY COVINGTON TRUST
-$206.3K
0
-100%
清仓
APP
APPLOVIN CORP
-$206.2K
0
-100%
清仓
JIRE
J P MORGAN EXCHANGE TRADED F
-$205.5K
0
-100%
减持
PWR
QUANTA SVCS INC
-$203.4K
2,045
-27%
清仓
NRG
NRG ENERGY INC
-$202.2K
0
-100%
减持
CP
CANADIAN PACIFIC KANSAS CITY
+$199.8K
47,627
-0%
增持
—
EXXON MOBIL CORP
+$196.4K
6,540
+1%
增持
ITA
ISHARES TR
-$179.8K
21,831
+2%
减持
PCMM
BONDBLOXX ETF TRUST
-$179.4K
10,872
-23%
增持
TLH
ISHARES TR
+$176.7K
9,164
+25%
增持
CVX
CHEVRON CORPORATION
+$157.6K
4,313
+4%
增持
VGSH
VANGUARD SCOTTSDALE FDS
+$149.1K
12,986
+25%
增持
WMT
WALMART INC
+$143.6K
22,251
+1%
增持
AGGH
SIMPLIFY EXCHANGE TRADED FUN
+$140.8K
54,307
+17%
减持
VRT
VERTIV HOLDINGS CO
+$138.6K
2,586
-5%
减持
NUKZ
EXCHANGE TRADED CONCEPTS TRU
-$135.7K
21,075
-4%
增持
NFLX
NETFLIX INC.
+$133.0K
9,961
+1%
减持
IWM
ISHARES TR
-$127.3K
2,095
-16%
增持
IYE
ISHARES TR
+$121.9K
10,576
+1%
减持
VOO
VANGUARD INDEX FDS
-$120.7K
1,824
-4%
增持
IWF
ISHARES TR
-$120.3K
3,063
+0%
减持
ONEQ
FIDELITY COMWLTH TR
-$118.7K
15,137
-0%
增持
LLY
ELI LILLY & CO
-$106.7K
1,192
+3%
增持
MBB
ISHARES TR
+$102.1K
8,920
+15%
增持
IGIB
ISHARES TR
-$98.3K
482,095
+1%
减持
FELG
FIDELITY COVINGTON TRUST
-$94.7K
20,222
-3%
减持
XLK
SELECT SECTOR SPDR TR
-$92.8K
7,600
-1%
减持
VMC
VULCAN MATLS CO
-$92.2K
1,804
-7%
增持
IAU
ISHARES GOLD TR
+$89.8K
7,963
+19%
增持
SMH
VANECK ETF TRUST
+$89.5K
2,075
+19%
减持
VTI
VANGUARD INDEX FDS
-$85.8K
1,595
-9%
减持
SYLD
CAMBRIA ETF TR
-$85.8K
5,464
-19%
增持
IVW
ISHARES TR
-$83.9K
7,800
+0%
增持
JNJ
JOHNSON & JOHNSON
+$80.9K
3,670
+2%
增持
IETC
ISHARES U S ETF TR
+$79.4K
5,509
+32%
增持
MU
MICRON TECHNOLOGY INC
-$78.5K
1,704
+8%
减持
IJR
ISHARES TR
-$71.5K
12,288
-2%
减持
ESGU
ISHARES TR
-$71.1K
6,586
-1%
减持
IWR
ISHARES TR
-$70.3K
17,859
-2%
减持
CAT
CATERPILLAR INC
+$66.6K
1,625
-2%
增持
JPIE
J P MORGAN EXCHANGE TRADED F
+$65.7K
78,429
+3%
增持
COP
CONOCOPHILLIPS
+$65.5K
2,318
+0%
增持
JPM
JPMORGAN CHASE & CO
-$65.3K
6,169
+0%
减持
PAVE
GLOBAL X FDS
-$65.0K
184,555
-1%
减持
VIG
VANGUARD SPECIALIZED FUNDS
-$62.1K
5,048
-1%
减持
EVRG
EVERGY INC
+$60.3K
12,738
-1%
减持
IYG
ISHARES TR
-$58.8K
6,856
-1%
减持
FDG
AMERICAN CENTY ETF TR
-$58.4K
4,462
-0%
减持
IHI
ISHARES TR
-$57.9K
5,577
-6%
增持
SHLD
GLOBAL X FDS
+$55.7K
30,471
+9%
增持
NEE
NEXTERA ENERGY INC
+$55.4K
10,871
+0%
增持
MGC
VANGUARD WORLD FD
-$54.9K
3,510
+1%
增持
BX
BLACKSTONE INC
-$53.0K
5,508
+14%
增持
NHYM
NUSHARES ETF TR
+$52.5K
33,649
+8%
减持
IJJ
ISHARES TR
-$52.5K
8,849
-1%
增持
SDY
SPDR SERIES TRUST
+$50.9K
2,753
+17%
增持
HYG
ISHARES TR
-$49.3K
31,965
+0%
减持
JAAA
JANUS DETROIT STR TR
-$48.7K
61,543
-1%
减持
BA
BOEING CO
-$45.6K
1,181
-2%
增持
IUSG
ISHARES TR
-$45.3K
4,864
+3%
增持
DEM
WISDOMTREE TR
+$44.5K
26,117
+3%
增持
FLOT
ISHARES TR
+$41.9K
16,144
+6%
增持
XLV
SELECT SECTOR SPDR TR
-$41.5K
5,309
+0%
减持
RWL
INVESCO EXCH TRADED FD TR II
-$40.6K
3,086
-8%
减持
HYMB
SPDR SERIES TRUST
-$40.0K
113,892
-0%
减持
—
ASML HLDG NV
-$39.5K
208
-6%
增持
AMD
ADVANCED MICRO DEVICES INC
+$39.3K
2,656
+25%
