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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
23Q2 调仓
2023-03-31 → 2023-06-30 · 共 144 项
建仓 13
增持 64
减持 57
清仓 10
方向
标的
Δ市值
现股数(环比)
增持
QDPL
PACER FDS TR
+$3.3M
1,197,895
+3%
减持
INTC
INTEL CORP
-$3.2M
14,378
-87%
建仓
CMI
CUMMINS INC
+$3.1M
12,780
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
CI
THE CIGNA GROUP
+$3.1M
11,073
建仓
CTSH
COGNIZANT TECHNOLOGY SOLUTIO
+$3.1M
47,450
清仓
DHI
D R HORTON INC
-$2.8M
0
-100%
建仓
GIS
GENERAL MLS INC
+$2.8M
36,267
清仓
TSN
TYSON FOODS INC
-$2.8M
0
-100%
清仓
CVS
CVS HEALTH CORP
-$2.7M
0
-100%
增持
COP
CONOCOPHILLIPS
+$1.9M
229,015
+4%
减持
PTRB
PGIM ETF TR
-$1.0M
780,641
-2%
增持
IVV
ISHARES TR
+$949.6K
18,717
+4%
减持
YJUN
FIRST TR EXCHNG TRADED FD VI
-$937.2K
9,891
-83%
减持
BKAG
BNY MELLON ETF TRUST
-$906.2K
210,861
-8%
增持
QQQ
INVESCO QQQ TR
+$800.9K
12,371
+5%
增持
PSX
PHILLIPS 66
-$690.6K
333,634
+4%
建仓
CHWY
CHEWY INC
+$676.5K
17,139
建仓
CDNS
CADENCE DESIGN SYSTEM INC
+$657.1K
2,802
增持
JAAA
JANUS DETROIT STR TR
+$636.5K
128,408
+10%
清仓
DDOG
DATADOG INC
-$627.6K
0
-100%
清仓
GTM
ZOOMINFO TECHNOLOGIES INC
-$611.1K
0
-100%
清仓
CNQ
CANADIAN NAT RES LTD
-$602.2K
0
-100%
减持
AAPL
APPLE INC
+$597.9K
20,595
-0%
清仓
ABBNY
ABB LTD
-$585.9K
0
-100%
减持
HERD
PACER FDS TR
-$582.2K
373,529
-6%
增持
IUSB
ISHARES TR
+$546.0K
176,415
+9%
减持
SMMD
ISHARES TR
-$472.9K
200,842
-8%
增持
XLF
SELECT SECTOR SPDR TR
+$460.8K
81,925
+14%
减持
AMAT
APPLIED MATLS INC
+$452.3K
23,277
-2%
减持
IWF
ISHARES TR
+$425.9K
15,840
-2%
增持
PULS
PGIM ETF TR
+$424.0K
70,775
+14%
减持
MSFT
MICROSOFT CORP
+$361.1K
7,861
-2%
增持
XLI
SELECT SECTOR SPDR TR
+$360.1K
29,832
+6%
减持
ICSH
ISHARES TR
-$354.4K
5,496
-56%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$329.5K
185,735
+2%
减持
HYDB
ISHARES TR
-$318.6K
75,010
-9%
清仓
—
GRAN TIERRA ENERGY INC
-$292.2K
0
-100%
增持
SPEM
SPDR INDEX SHS FDS
+$286.3K
61,954
+15%
增持
SCHD
SCHWAB STRATEGIC TR
+$282.5K
7,391
+113%
增持
MUB
ISHARES TR
+$276.8K
16,454
+20%
增持
HAWX
ISHARES TR
+$259.7K
110,527
+5%
建仓
VOO
VANGUARD INDEX FDS
+$257.5K
632
增持
AFL
AFLAC INC
+$252.9K
44,467
+1%
建仓
—
CONFLUENT INC
+$242.3K
6,863
增持
META
META PLATFORMS INC
+$239.0K
3,171
+0%
清仓
DKNG
DRAFTKINGS INC NEW
-$237.2K
0
-100%
清仓
DG
DOLLAR GEN CORP NEW
-$231.2K
0
-100%
增持
AMZN
AMAZON COM INC
+$230.2K
8,126
+1%
建仓
IWR
ISHARES TR
+$226.6K
3,103
减持
XLRE
SELECT SECTOR SPDR TR
-$219.9K
8,591
-41%
建仓
GE
GENERAL ELECTRIC CO
+$209.4K
1,906
建仓
NFLX
NETFLIX INC
+$208.4K
473
减持
MRK
MERCK & CO INC
+$208.0K
26,409
-1%
建仓
IBM
INTERNATIONAL BUSINESS MACHS
+$205.1K
1,533
建仓
VB
VANGUARD INDEX FDS
+$201.9K
1,015
增持
HAL
HALLIBURTON CO
+$193.2K
100,123
+2%
减持
JNJ
JOHNSON & JOHNSON
+$193.2K
19,308
-0%
增持
VGT
VANGUARD WORLD FDS
+$188.3K
880
+69%
减持
TSLA
TESLA INC
+$175.7K
4,000
-5%
增持
ABNB
AIRBNB INC
+$175.3K
9,140
+14%
减持
PANW
PALO ALTO NETWORKS INC
+$167.9K
3,183
-1%
增持
SNOW
SNOWFLAKE INC
+$156.9K
5,996
+3%
减持
PECO
PHILLIPS EDISON & CO INC
-$156.4K
58,793
-11%
减持
BILL
BILL HOLDINGS INC
+$148.5K
6,552
-14%
减持
UBER
UBER TECHNOLOGIES INC
+$143.7K
16,867
-9%
增持
—
EATON CORP PLC
+$142.3K
4,431
+1%
减持
TTD
THE TRADE DESK INC
+$127.6K
10,187
-6%
增持
VEEV
VEEVA SYS INC
+$124.7K
3,671
+12%
减持
—
LYONDELLBASELL INDUSTRIES N
-$124.3K
33,011
-2%
增持
T
AT&T INC
-$123.6K
43,523
+2%
增持
OKE
ONEOK INC NEW
+$108.5K
8,120
+31%
减持
DASH
DOORDASH INC
+$108.5K
9,610
-2%
减持
JRE
JANUS DETROIT STR TR
-$107.9K
112,179
-5%
增持
—
JOHNSON CTLS INTL PLC
+$107.6K
10,337
+4%
增持
XLY
SELECT SECTOR SPDR TR
+$106.6K
4,542
+2%
增持
GOOG
ALPHABET INC
+$104.2K
5,142
+3%
增持
XLV
SELECT SECTOR SPDR TR
+$96.5K
7,910
+7%
增持
PHYL
PGIM ETF TR
+$94.9K
82,593
+4%
减持
ABBV
ABBVIE INC
-$92.3K
2,173
-10%
增持
MA
MASTERCARD INCORPORATED
+$90.9K
1,921
+5%
增持
HPI
HANCOCK JOHN PFD INCOME FD
-$90.8K
131,239
+0%
减持
IWD
ISHARES TR
+$87.1K
24,136
-1%
减持
FSMB
FIRST TR EXCH TRADED FD III
-$85.9K
104,818
-3%
减持
FMB
FIRST TR EXCH TRADED FD III
-$83.4K
42,534
-3%
减持
XLC
SELECT SECTOR SPDR TR
+$82.5K
14,576
-2%
减持
EMB
ISHARES TR
-$77.9K
24,129
-4%
增持
SLF
SUN LIFE FINANCIAL INC.
+$77.5K
13,111
+1%
增持
NET
CLOUDFLARE INC
+$77.2K
10,999
+6%
减持
LLY
LILLY ELI & CO
+$75.9K
612
-0%
增持
ENPH
ENPHASE ENERGY INC
+$73.1K
3,918
+41%
减持
FMHI
FIRST TR EXCH TRADED FD III
-$73.1K
44,110
-4%
减持
NVDA
NVIDIA CORPORATION
+$72.7K
2,363
-29%
增持
—
TRANE TECHNOLOGIES PLC
+$69.4K
3,243
+8%
增持
NTES
NETEASE INC
+$69.2K
6,554
+3%
增持
RY
ROYAL BK CDA
+$64.4K
6,142
+12%
增持
C
CITIGROUP INC
+$63.4K
64,044
+4%
增持
XLB
SELECT SECTOR SPDR TR
+$58.5K
8,498
+6%
增持
FITB
FIFTH THIRD BANCORP
+$58.2K
111,698
+4%
减持
RVNU
DBX ETF TR
-$52.2K
79,721
-3%
增持
F
FORD MTR CO DEL
+$51.8K
18,589
+2%
减持
JEPQ
J P MORGAN EXCHANGE TRADED F
+$50.9K
65,714
-5%
增持
CNI
CANADIAN NATL RY CO
+$48.3K
4,959
+6%
增持
RIO
RIO TINTO PLC
+$46.6K
9,289
+17%
减持
NVO
NOVO-NORDISK A S
-$42.4K
3,478
-9%
减持
CRWD
CROWDSTRIKE HLDGS INC
+$42.1K
6,621
-2%
增持
AEP
AMERICAN ELEC PWR CO INC
-$40.8K
6,021
+0%
增持
INFY
INFOSYS LTD
+$40.4K
39,954
+16%
减持
HR
HEALTHCARE RLTY TR
-$40.2K
59,125
-1%
减持
HYMB
SPDR SER TR
-$39.3K
8,557
-15%
增持
PCTY
PAYLOCITY HLDG CORP
+$37.8K
3,528
+14%
增持
MFC
MANULIFE FINL CORP
+$35.5K
30,523
+3%
增持
YUMC
YUM CHINA HLDGS INC
-$34.7K
9,507
+5%
减持
NOW
SERVICENOW INC
+$34.5K
1,172
-13%
增持
WMT
WALMART INC
+$32.4K
2,751
+1%
减持
SHOP
SHOPIFY INC
+$32.0K
10,517
-22%
增持
PFE
PFIZER INC
-$30.7K
9,048
+2%
增持
DOV
DOVER CORP
-$30.2K
20,363
+2%
减持
PREF
PRINCIPAL EXCHANGE TRADED FD
-$29.9K
79,709
-2%
增持
—
CHUBB LIMITED
+$28.3K
2,915
+6%
增持
CSCO
CISCO SYS INC
+$27.9K
63,664
+2%
增持
MELI
MERCADOLIBRE INC
-$26.6K
535
+7%
减持
V
VISA INC
+$26.3K
2,204
-0%
增持
CVX
CHEVRON CORP NEW
-$24.6K
4,327
+0%
减持
AMD
ADVANCED MICRO DEVICES INC
-$20.9K
6,080
-16%
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$20.4K
7,626
-5%
减持
SONY
SONY GROUP CORPORATION
-$19.3K
6,268
-3%
增持
WM
WASTE MGMT INC DEL
+$18.4K
1,768
+0%
增持
JMBS
JANUS DETROIT STR TR
-$18.1K
64,509
+1%
减持
NVS
NOVARTIS AG
-$16.2K
6,743
-11%
增持
KRG
KITE RLTY GROUP TR
+$14.7K
10,144
+0%
减持
CPNG
COUPANG INC
-$14.0K
40,233
-10%
减持
HD
HOME DEPOT INC
-$12.0K
654
-10%
增持
AXON
AXON ENTERPRISE INC
-$11.7K
3,198
+13%
减持
—
ACCENTURE PLC IRELAND
+$11.5K
2,038
-6%
减持
ROKU
ROKU INC
-$10.4K
3,299
-2%
减持
XLE
SELECT SECTOR SPDR TR
-$9.6K
4,143
-1%
减持
—
ASML HOLDING N V
+$8.0K
847
-5%
增持
PG
PROCTER AND GAMBLE CO
+$5.9K
1,923
+0%
增持
—
EXXON MOBIL CORP
-$2.9K
4,034
+2%
减持
IXUS
ISHARES TR
+$2.7K
92,121
-1%
减持
BKIE
BNY MELLON ETF TRUST
-$1.6K
62,542
-3%
减持
CUZ
COUSINS PPTYS INC
+$1.2K
10,337
-6%
增持
AGG
ISHARES TR
-$1.1K
2,343
+1%
减持
LULU
LULULEMON ATHLETICA INC
+$386
1,783
-4%
