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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
23Q3 调仓
2023-06-30 → 2023-09-30 · 共 150 项
建仓 16
增持 73
减持 47
清仓 14
方向
标的
Δ市值
现股数(环比)
建仓
AVIG
AMERICAN CENTY ETF TR
+$8.5M
213,635
清仓
IUSB
ISHARES TR
-$8.0M
0
-100%
减持
PTRB
PGIM ETF TR
-$4.3M
705,126
-10%
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
—
AMERICAN CENTY ETF TR
+$4.0M
100,426
减持
IXUS
ISHARES TR
-$3.4M
39,910
-57%
建仓
AVDE
AMERICAN CENTY ETF TR
+$3.2M
57,897
减持
COP
CONOCOPHILLIPS
+$3.0M
223,059
-3%
建仓
CSL
CARLISLE COS INC
+$2.9M
11,275
增持
CVX
CHEVRON CORP NEW
+$2.9M
21,263
+391%
建仓
HYFI
AB ACTIVE ETFS INC
+$2.9M
81,936
建仓
NFLT
ETFIS SER TR I
+$2.8M
132,210
清仓
PHYL
PGIM ETF TR
-$2.8M
0
-100%
清仓
GIS
GENERAL MLS INC
-$2.8M
0
-100%
减持
—
LYONDELLBASELL INDUSTRIES N
-$2.8M
2,707
-92%
减持
MRK
MERCK & CO INC
-$2.8M
2,809
-89%
增持
—
LAM RESEARCH CORP
+$2.7M
4,983
+583%
减持
QDPL
PACER FDS TR
-$2.2M
1,182,155
-1%
清仓
EMB
ISHARES TR
-$2.1M
0
-100%
建仓
VEMY
VIRTUS ETF TR II
+$1.9M
79,193
减持
FMB
FIRST TR EXCH TRADED FD III
-$1.8M
6,336
-85%
建仓
AVMU
AMERICAN CENTY ETF TR
+$1.8M
39,874
清仓
PREF
PRINCIPAL EXCHANGE TRADED FD
-$1.4M
0
-100%
建仓
PFXF
VANECK ETF TRUST
+$1.3M
76,084
减持
PSX
PHILLIPS 66
+$1.3M
275,269
-17%
减持
PECO
PHILLIPS EDISON & CO INC
-$1.0M
29,314
-50%
建仓
COST
COSTCO WHSL CORP NEW
+$720.4K
1,275
增持
META
META PLATFORMS INC
+$679.3K
5,294
+67%
清仓
CHWY
CHEWY INC
-$676.5K
0
-100%
减持
HERD
PACER FDS TR
-$675.2K
347,738
-7%
清仓
ENPH
ENPHASE ENERGY INC
-$656.2K
0
-100%
清仓
PCTY
PAYLOCITY HLDG CORP
-$651.0K
0
-100%
增持
AMZN
AMAZON COM INC
+$648.4K
13,434
+65%
增持
TSLA
TESLA INC
+$593.1K
6,555
+64%
增持
AAPL
APPLE INC
-$468.3K
20,597
+0%
增持
OKE
ONEOK INC NEW
+$432.6K
14,721
+81%
减持
HAL
HALLIBURTON CO
+$412.6K
91,744
-8%
减持
JEPI
J P MORGAN EXCHANGE TRADED F
-$393.4K
184,528
-1%
增持
SCHD
SCHWAB STRATEGIC TR
+$381.4K
12,976
+76%
减持
IVV
ISHARES TR
-$378.1K
18,546
-1%
清仓
DINO
HF SINCLAIR CORP
-$364.6K
0
-100%
增持
JAAA
JANUS DETROIT STR TR
+$358.8K
134,313
+5%
增持
BKAG
BNY MELLON ETF TRUST
-$349.2K
211,117
+0%
减持
JRE
JANUS DETROIT STR TR
-$342.6K
105,250
-6%
减持
MSFT
MICROSOFT CORP
-$331.6K
7,428
-6%
增持
SMMD
ISHARES TR
-$329.7K
205,699
+2%
增持
ICSH
ISHARES TR
+$316.8K
11,775
+114%
建仓
PZA
INVESCO EXCH TRADED FD TR II
+$294.5K
13,290
建仓
SPY
SPDR S&P 500 ETF TR
+$277.4K
649
减持
T
AT&T INC
-$272.9K
28,046
-36%
减持
HR
HEALTHCARE RLTY TR
-$257.0K
56,194
-5%
减持
AFL
AFLAC INC
+$246.4K
43,652
-2%
建仓
VTI
VANGUARD INDEX FDS
+$244.6K
1,152
清仓
—
CONFLUENT INC
-$242.3K
0
-100%
建仓
DOCU
DOCUSIGN INC
+$238.1K
5,668
减持
RVNU
DBX ETF TR
-$236.4K
74,700
-6%
增持
HYDB
ISHARES TR
+$227.0K
81,487
+9%
增持
PULS
PGIM ETF TR
+$219.9K
75,104
+6%
减持
JEPQ
J P MORGAN EXCHANGE TRADED F
-$218.8K
63,068
-4%
减持
FMHI
FIRST TR EXCH TRADED FD III
-$218.4K
41,252
-6%
清仓
NFLX
NETFLIX INC
-$208.4K
0
-100%
清仓
HD
HOME DEPOT INC
-$203.2K
0
-100%
建仓
XLK
SELECT SECTOR SPDR TR
+$203.1K
1,239
减持
LOW
LOWES COS INC
-$189.0K
1,532
-32%
增持
QQQ
INVESCO QQQ TR
+$177.9K
13,252
+7%
增持
VB
VANGUARD INDEX FDS
+$176.0K
1,999
+97%
减持
FSMB
FIRST TR EXCH TRADED FD III
-$172.3K
97,850
-7%
增持
BKIE
BNY MELLON ETF TRUST
-$167.5K
63,734
+2%
减持
SPEM
SPDR INDEX SHS FDS
-$164.9K
58,536
-6%
增持
CTSH
COGNIZANT TECHNOLOGY SOLUTIO
+$159.9K
48,087
+1%
增持
CSCO
CISCO SYS INC
+$150.5K
64,071
+1%
增持
CRWD
CROWDSTRIKE HLDGS INC
+$144.0K
6,670
+1%
增持
CI
THE CIGNA GROUP
+$134.7K
11,332
+2%
增持
IWR
ISHARES TR
+$131.6K
5,173
+67%
增持
—
JOHNSON CTLS INTL PLC
-$116.4K
11,050
+7%
增持
MELI
MERCADOLIBRE INC
+$105.4K
583
+9%
清仓
—
THE NECESSITY RETAIL REIT IN
-$102.4K
0
-100%
增持
IWF
ISHARES TR
-$101.9K
16,004
+1%
增持
C
CITIGROUP INC
-$99.1K
69,281
+8%
增持
SNOW
SNOWFLAKE INC
-$98.7K
6,261
+4%
减持
PFE
PFIZER INC
-$94.2K
7,167
-21%
增持
CMI
CUMMINS INC
-$93.7K
13,304
+4%
减持
HPI
HANCOCK JOHN PFD INCOME FD
-$93.3K
130,778
-0%
增持
HAWX
ISHARES TR
+$88.8K
117,019
+6%
增持
MUB
ISHARES TR
+$86.3K
17,968
+9%
减持
PANW
PALO ALTO NETWORKS INC
-$82.8K
3,116
-2%
增持
VOO
VANGUARD INDEX FDS
+$82.2K
865
+37%
增持
XLF
SELECT SECTOR SPDR TR
+$80.6K
85,688
+5%
增持
—
CHARGEPOINT HOLDINGS INC
-$80.0K
28,857
+14%
增持
AMD
ADVANCED MICRO DEVICES INC
+$79.1K
7,505
+23%
增持
GOOG
ALPHABET INC
+$76.9K
5,301
+3%
增持
YJUN
FIRST TR EXCHNG TRADED FD VI
+$74.0K
13,994
+41%
增持
AXON
AXON ENTERPRISE INC
+$72.9K
3,502
+10%
增持
NVO
NOVO-NORDISK A S
+$72.2K
6,983
+101%
增持
JNJ
JOHNSON & JOHNSON
-$70.1K
20,069
+4%
减持
YDEC
FIRST TR EXCHNG TRADED FD VI
-$69.8K
34,447
-5%
增持
JMBS
JANUS DETROIT STR TR
-$67.2K
66,468
+3%
增持
AMAT
APPLIED MATLS INC
-$66.6K
23,820
+2%
增持
—
ASML HOLDING N V
-$65.2K
932
+10%
增持
—
CHUBB LIMITED
+$64.7K
3,007
+3%
减持
PG
PROCTER AND GAMBLE CO
-$60.8K
1,584
-18%
减持
XLY
SELECT SECTOR SPDR TR
-$57.8K
4,432
-2%
增持
LULU
LULULEMON ATHLETICA INC
+$55.9K
1,895
+6%
减持
TTD
THE TRADE DESK INC
-$53.2K
9,385
-8%
增持
F
FORD MTR CO DEL
-$50.3K
18,592
+0%
减持
ABNB
AIRBNB INC
-$47.1K
8,194
-10%
增持
SHOP
SHOPIFY INC
-$46.9K
11,591
+10%
增持
CDNS
CADENCE DESIGN SYSTEM INC
+$44.8K
2,996
+7%
增持
INTC
INTEL CORP
+$44.2K
14,767
+3%
减持
VEEV
VEEVA SYS INC
-$42.7K
3,358
-9%
增持
YUMC
YUM CHINA HLDGS INC
+$40.8K
10,373
+9%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
-$38.3K
8,415
+10%
减持
INFY
INFOSYS LTD
+$38.2K
39,756
-0%
增持
WM
WASTE MGMT INC DEL
-$36.8K
1,769
+0%
增持
CNI
CANADIAN NATL RY CO
-$35.8K
5,212
+5%
增持
HYMB
SPDR SER TR
+$35.5K
10,476
+22%
减持
—
EXXON MOBIL CORP
+$35.3K
3,980
-1%
增持
MA
MASTERCARD INCORPORATED
+$35.1K
1,997
+4%
减持
DIS
DISNEY WALT CO
-$33.9K
3,139
-3%
减持
ZG
ZILLOW GROUP INC
-$33.4K
6,454
-2%
增持
NVDA
NVIDIA CORPORATION
+$31.7K
2,371
+0%
增持
XLV
SELECT SECTOR SPDR TR
+$29.9K
8,387
+6%
增持
NOW
SERVICENOW INC
+$29.5K
1,231
+5%
增持
XLC
SELECT SECTOR SPDR TR
+$29.4K
14,915
+2%
增持
NVS
NOVARTIS AG
+$28.0K
6,955
+3%
减持
—
TRANE TECHNOLOGIES PLC
+$27.4K
3,192
-2%
减持
V
VISA INC
-$26.6K
2,160
-2%
增持
SLF
SUN LIFE FINANCIAL INC.
-$26.4K
13,463
+3%
减持
CUZ
COUSINS PPTYS INC
-$26.3K
10,278
-1%
增持
DOV
DOVER CORP
-$26.1K
21,364
+5%
增持
FITB
FIFTH THIRD BANCORP
+$22.9K
116,483
+4%
增持
NET
CLOUDFLARE INC
+$20.7K
11,734
+7%
增持
CPNG
COUPANG INC
+$20.3K
42,372
+5%
增持
RY
ROYAL BK CDA
-$19.8K
6,482
+6%
减持
XLE
SELECT SECTOR SPDR TR
+$19.4K
3,935
-5%
减持
ROKU
ROKU INC
+$18.9K
3,257
-1%
减持
—
EATON CORP PLC
-$17.8K
4,095
-8%
增持
XLRE
SELECT SECTOR SPDR TR
-$16.7K
9,014
+5%
增持
RIO
RIO TINTO PLC
+$15.3K
9,559
+3%
增持
SONY
SONY GROUP CORP
-$13.9K
6,680
+7%
减持
UBER
UBER TECHNOLOGIES INC
-$13.0K
15,550
-8%
增持
AGG
ISHARES TR
+$12.0K
2,568
+10%
建仓
—
CANOPY GROWTH CORP
+$11.0K
13,994
增持
IWD
ISHARES TR
+$10.7K
25,162
+4%
增持
BILL
BILL HOLDINGS INC
-$10.5K
6,955
+6%
增持
XLB
SELECT SECTOR SPDR TR
+$6.3K
9,046
+6%
减持
GE
GENERAL ELECTRIC CO
-$6.2K
1,838
-4%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$5.3K
3,794
-3%
增持
XLI
SELECT SECTOR SPDR TR
+$4.4K
31,623
+6%
减持
IBM
INTERNATIONAL BUSINESS MACHS
+$3.6K
1,488
-3%
清仓
—
AMPIO PHARMACEUTICALS INC
-$2.3K
0
-100%
