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Advisory Resource Group 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Advisory Resource Group
报告期 2026-03-31 · CIK 0001764968
持仓数
172
前50大市值合计
$456.3M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($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
23Q1 调仓
2022-12-31 → 2023-03-31 · 共 147 项
建仓 13
增持 82
减持 41
清仓 11
方向
标的
Δ市值
现股数(环比)
清仓
—
DBX ETF TR
-$5.9M
0
-100%
增持
COP
CONOCOPHILLIPS
-$3.8M
220,460
+1%
建仓
HYDB
ISHARES TR
+$3.7M
82,193
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
JAAA
JANUS DETROIT STR TR
+$3.0M
116,434
+110%
清仓
JBBB
JANUS DETROIT STR TR
-$3.0M
0
-100%
增持
SMMD
ISHARES TR
+$2.9M
219,177
+28%
建仓
HAWX
ISHARES TR
+$2.9M
105,407
建仓
PHYL
PGIM ETF TR
+$2.7M
79,444
建仓
JRE
JANUS DETROIT STR TR
+$2.6M
117,901
增持
QDPL
PACER FDS TR
+$2.4M
1,163,266
+3%
清仓
DBAW
DBX ETF TR
-$2.4M
0
-100%
清仓
SRVR
PACER FDS TR
-$1.3M
0
-100%
清仓
INDS
PACER FDS TR
-$1.3M
0
-100%
增持
IUSB
ISHARES TR
+$1.2M
161,985
+17%
建仓
VLO
VALERO ENERGY CORP
+$1.2M
8,915
减持
XLRE
SELECT SECTOR SPDR TR
-$1.2M
14,546
-69%
增持
PTRB
PGIM ETF TR
+$1.2M
793,298
+1%
清仓
IWR
ISHARES TR
-$1.1M
0
-100%
增持
XLI
SELECT SECTOR SPDR TR
+$1.0M
28,083
+50%
减持
PSX
PHILLIPS 66
-$879.0K
320,701
-0%
增持
XLF
SELECT SECTOR SPDR TR
+$823.2K
71,566
+66%
增持
ABNB
AIRBNB INC
+$716.4K
8,007
+145%
减持
INTC
INTEL CORP
+$702.6K
112,996
-0%
增持
QQQ
INVESCO QQQ TR
+$683.1K
11,744
+1%
建仓
SHOP
SHOPIFY INC
+$647.4K
13,505
建仓
PANW
PALO ALTO NETWORKS INC
+$645.4K
3,231
建仓
AXON
AXON ENTERPRISE INC
+$635.7K
2,827
建仓
ICSH
ISHARES TR
+$630.8K
12,554
建仓
DASH
DOORDASH INC
+$625.9K
9,847
增持
IVV
ISHARES TR
+$593.5K
17,984
+2%
增持
IXUS
ISHARES TR
+$575.1K
93,074
+4%
清仓
DHR
DANAHER CORPORATION
-$543.0K
0
-100%
清仓
QCOM
QUALCOMM INC
-$520.0K
0
-100%
清仓
AMT
AMERICAN TOWER CORP NEW
-$512.3K
0
-100%
清仓
IWM
ISHARES TR
-$505.5K
0
-100%
增持
—
LYONDELLBASELL INDUSTRIES N
+$463.9K
33,611
+4%
增持
EMB
ISHARES TR
+$435.4K
25,105
+23%
增持
DOV
DOVER CORP
+$434.2K
19,987
+4%
增持
MSFT
MICROSOFT CORP
+$432.6K
8,033
+2%
减持
GOOG
ALPHABET INC
-$430.4K
4,979
-53%
减持
HERD
PACER FDS TR
+$408.0K
395,774
-1%
减持
IWF
ISHARES TR
+$405.0K
16,097
-2%
增持
BKIE
BNY MELLON ETF TRUST
+$378.4K
64,497
+2%
增持
CSCO
CISCO SYS INC
+$365.2K
62,479
+3%
增持
PULS
PGIM ETF TR
+$363.9K
62,332
+13%
增持
TSLA
TESLA INC
+$355.9K
4,200
+0%
增持
META
META PLATFORMS INC
+$304.7K
3,166
+4%
减持
JEPQ
J P MORGAN EXCHANGE TRADED F
+$297.2K
69,366
-0%
减持
NVDA
NVIDIA CORPORATION
+$285.5K
3,337
-24%
增持
IWD
ISHARES TR
+$268.8K
24,447
+7%
减持
AAPL
APPLE INC
+$259.0K
20,599
-15%
建仓
HYMB
SPDR SER TR
+$253.3K
10,116
增持
SPEM
SPDR INDEX SHS FDS
+$247.1K
54,020
+12%
增持
CPNG
COUPANG INC
+$237.0K
44,630
+38%
建仓
ROKU
ROKU INC
+$221.4K
3,364
增持
FITB
FIFTH THIRD BANCORP
+$218.7K
107,712
+33%
清仓
IBM
INTERNATIONAL BUSINESS MACHS
-$212.9K
0
-100%
增持
C
CITIGROUP INC
+$211.3K
61,531
+4%
减持
AMAT
APPLIED MATLS INC
+$210.6K
23,709
-15%
建仓
VGT
VANGUARD WORLD FDS
+$200.8K
521
减持
CRWD
CROWDSTRIKE HLDGS INC
+$197.2K
6,778
-3%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$196.9K
182,184
+2%
减持
DHI
D R HORTON INC
+$183.1K
29,074
-2%
增持
AMZN
AMAZON COM INC
+$175.3K
8,027
+3%
增持
LULU
LULULEMON ATHLETICA INC
+$163.5K
1,852
+16%
减持
MELI
MERCADOLIBRE INC
+$161.1K
501
-15%
增持
JNJ
JOHNSON & JOHNSON
+$158.8K
19,372
+20%
减持
AMD
ADVANCED MICRO DEVICES INC
+$158.0K
7,280
-15%
减持
NET
CLOUDFLARE INC
+$134.9K
10,408
-7%
减持
XLC
SELECT SECTOR SPDR TR
+$133.3K
14,940
-2%
增持
NOW
SERVICENOW INC
+$129.9K
1,343
+5%
减持
TTD
THE TRADE DESK INC
+$124.7K
10,820
-9%
减持
FMB
FIRST TR EXCH TRADED FD III
-$121.6K
43,959
-7%
增持
PCTY
PAYLOCITY HLDG CORP
+$119.6K
3,085
+21%
增持
SNOW
SNOWFLAKE INC
+$118.6K
5,822
+7%
增持
VEEV
VEEVA SYS INC
+$117.4K
3,271
+9%
增持
XLY
SELECT SECTOR SPDR TR
+$111.5K
4,445
+4%
增持
DDOG
DATADOG INC
+$111.3K
8,638
+23%
增持
XLB
SELECT SECTOR SPDR TR
+$102.8K
8,005
+15%
增持
BILL
BILL HOLDINGS INC
+$101.6K
7,605
+61%
增持
FMHI
FIRST TR EXCH TRADED FD III
+$101.4K
45,866
+4%
减持
—
ASML HOLDING N V
+$99.3K
890
-4%
减持
DKNG
DRAFTKINGS INC NEW
+$96.7K
12,254
-1%
增持
JMBS
JANUS DETROIT STR TR
+$93.4K
63,612
+1%
增持
ENPH
ENPHASE ENERGY INC
+$93.2K
2,773
+50%
增持
—
LAM RESEARCH CORP
+$92.8K
730
+4%
增持
PFE
PFIZER INC
-$92.1K
8,886
+0%
增持
—
ACCENTURE PLC IRELAND
+$86.3K
2,160
+9%
增持
TSN
TYSON FOODS INC
+$84.8K
46,378
+8%
增持
ZG
ZILLOW GROUP INC
+$83.0K
6,555
+1%
减持
FSMB
FIRST TR EXCH TRADED FD III
-$81.7K
108,401
-4%
增持
AFL
AFLAC INC
+$81.0K
44,187
+15%
增持
GTM
ZOOMINFO TECHNOLOGIES INC
+$80.7K
24,732
+40%
减持
RVNU
DBX ETF TR
+$77.2K
82,411
-1%
增持
CVS
CVS HEALTH CORP
+$76.9K
36,128
+29%
增持
MA
MASTERCARD INCORPORATED
+$72.5K
1,829
+7%
增持
MUB
ISHARES TR
+$69.3K
13,731
+3%
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$68.5K
8,054
-12%
减持
BKAG
BNY MELLON ETF TRUST
-$66.2K
228,413
-3%
增持
OKE
ONEOK INC NEW
+$63.8K
6,180
+23%
增持
CVX
CHEVRON CORP NEW
-$61.0K
4,324
+1%
增持
NVS
NOVARTIS AG
+$53.1K
7,572
+7%
减持
UBER
UBER TECHNOLOGIES INC
+$53.0K
18,437
-14%
减持
NVO
NOVO-NORDISK A S
+$44.9K
3,803
-8%
减持
SONY
SONY GROUP CORPORATION
+$43.3K
6,439
-9%
增持
SCHD
SCHWAB STRATEGIC TR
+$41.7K
3,475
+24%
减持
YDEC
FIRST TR EXCHNG TRADED FD VI
+$41.4K
36,077
-1%
增持
V
VISA INC
+$39.4K
2,205
+0%
减持
DIS
DISNEY WALT CO
+$39.1K
3,229
-1%
增持
DG
DOLLAR GEN CORP NEW
-$38.8K
1,098
+0%
减持
—
EATON CORP PLC
+$38.6K
4,370
-3%
增持
XLV
SELECT SECTOR SPDR TR
+$37.3K
7,364
+9%
增持
T
AT&T INC
+$36.0K
42,480
+0%
减持
ABBNY
ABB LTD
+$35.1K
17,083
-6%
减持
HD
HOME DEPOT INC
-$34.1K
729
-8%
增持
—
CHARGEPOINT HOLDINGS INC
+$31.5K
25,421
+3%
增持
MRK
MERCK & CO INC
+$29.6K
26,688
+5%
减持
WMT
WALMART INC
-$28.9K
2,713
-10%
增持
—
JOHNSON CTLS INTL PLC
-$27.1K
9,910
+2%
增持
HAL
HALLIBURTON CO
+$26.3K
98,288
+25%
减持
RY
ROYAL BK CDA SUSTAINABL
-$25.5K
5,464
-6%
增持
AEP
AMERICAN ELEC PWR CO INC
-$23.7K
6,020
+0%
减持
YUMC
YUM CHINA HLDGS INC
+$23.7K
9,021
-10%
增持
CNQ
CANADIAN NAT RES LTD
+$23.2K
10,880
+4%
减持
MFC
MANULIFE FINL CORP
-$20.7K
29,505
-6%
减持
HPI
HANCOCK JOHN PFD INCOME FD
-$19.7K
130,599
-1%
增持
SLF
SUN LIFE FINANCIAL INC.
+$19.5K
12,973
+3%
增持
PREF
PRINCIPAL EXCHANGE TRADED FD
+$18.9K
81,284
+2%
增持
F
FORD MTR CO DEL
+$18.4K
18,210
+0%
增持
XLE
SELECT SECTOR SPDR TR
-$18.2K
4,176
+0%
增持
CAT
CATERPILLAR INC
-$16.2K
1,739
+1%
增持
RIO
RIO TINTO PLC
-$14.3K
7,965
+1%
增持
LLY
LILLY ELI & CO
-$12.6K
615
+1%
增持
WM
WASTE MGMT INC DEL
+$11.4K
1,766
+0%
增持
CNI
CANADIAN NATL RY CO
+$7.9K
4,680
+2%
减持
NTES
NETEASE INC
+$5.8K
6,383
-17%
减持
—
TRANE TECHNOLOGIES PLC
+$5.7K
2,994
-8%
减持
AGG
ISHARES TR
-$4.6K
2,314
-5%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$4.4K
3,913
+0%
增持
INFY
INFOSYS LTD
-$4.1K
34,498
+3%
增持
—
CHUBB LIMITED
-$3.0K
2,745
+13%
增持
LOW
LOWES COS INC
+$2.6K
2,248
+0%
增持
ABBV
ABBVIE INC
+$2.5K
2,416
+2%
减持
HR
HEALTHCARE RLTY TR
+$2.3K
59,769
-0%
增持
—
EXXON MOBIL CORP
-$1.5K
3,972
+0%
增持
KRG
KITE RLTY GROUP TR
-$1.1K
10,131
+0%
增持
PG
PROCTER AND GAMBLE CO
-$287
1,922
+2%
