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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
23Q4 调仓
2023-09-30 → 2023-12-31 · 共 147 项
建仓 11
增持 73
减持 50
清仓 13
方向
标的
Δ市值
现股数(环比)
建仓
SMTH
ALPS ETF TR
+$20.0M
768,619
减持
PTRB
PGIM ETF TR
-$17.6M
248,072
-65%
建仓
JSI
JANUS DETROIT STR TR
+$8.2M
158,888
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
INDS
PACER FDS TR
+$5.7M
137,325
减持
JAAA
JANUS DETROIT STR TR
-$4.1M
52,593
-61%
增持
QDPL
PACER FDS TR
+$3.2M
1,186,641
+0%
增持
—
EXXON MOBIL CORP
+$3.2M
36,991
+829%
清仓
XLI
SELECT SECTOR SPDR TR
-$3.2M
0
-100%
减持
CVX
CHEVRON CORP NEW
-$3.0M
3,980
-81%
清仓
JMBS
JANUS DETROIT STR TR
-$2.9M
0
-100%
清仓
JRE
JANUS DETROIT STR TR
-$2.2M
0
-100%
增持
SMMD
ISHARES TR
+$2.0M
214,294
+4%
增持
HYDB
ISHARES TR
+$1.9M
119,488
+47%
减持
AVIG
AMERICAN CENTY ETF TR
-$1.8M
158,781
-26%
减持
PSX
PHILLIPS 66
+$1.1M
256,844
-7%
增持
FITB
FIFTH THIRD BANCORP
+$1.1M
116,918
+0%
增持
—
LAM RESEARCH CORP
+$867.5K
5,095
+2%
减持
IVV
ISHARES TR
+$851.9K
18,458
-0%
减持
HERD
PACER FDS TR
+$817.1K
340,272
-2%
增持
C
CITIGROUP INC
+$795.1K
70,852
+2%
增持
CSL
CARLISLE COS INC
+$777.6K
11,845
+5%
建仓
—
CRH PLC
+$731.2K
10,573
增持
QQQ
INVESCO QQQ TR
+$731.0K
13,379
+1%
建仓
—
STELLANTIS N.V
+$727.7K
31,203
清仓
YDEC
FIRST TR EXCHNG TRADED FD VI
-$723.0K
0
-100%
清仓
VEEV
VEEVA SYS INC
-$683.2K
0
-100%
增持
LLY
ELI LILLY & CO
+$679.8K
1,730
+183%
增持
XLB
SELECT SECTOR SPDR TR
+$654.1K
15,954
+76%
增持
IWF
ISHARES TR
+$616.5K
16,075
+0%
清仓
—
JOHNSON CTLS INTL PLC
-$588.0K
0
-100%
清仓
YUMC
YUM CHINA HLDGS INC
-$578.0K
0
-100%
增持
COP
CONOCOPHILLIPS
-$518.3K
225,762
+1%
增持
BKIE
BNY MELLON ETF TRUST
+$484.4K
64,965
+2%
增持
XLF
SELECT SECTOR SPDR TR
+$482.3K
88,419
+3%
清仓
YSEP
FIRST TR EXCHNG TRADED FD VI
-$466.1K
0
-100%
增持
IWD
ISHARES TR
+$461.7K
25,911
+3%
减持
AAPL
APPLE INC
+$436.8K
20,585
-0%
增持
DOV
DOVER CORP
+$428.6K
22,164
+4%
增持
AVDE
AMERICAN CENTY ETF TR
+$406.3K
60,041
+4%
减持
AMAT
APPLIED MATLS INC
+$371.9K
22,643
-5%
减持
MSFT
MICROSOFT CORP
+$366.2K
7,211
-3%
增持
HAL
HALLIBURTON CO
-$341.6K
93,334
+2%
增持
AMZN
AMAZON COM INC
+$340.0K
13,477
+0%
减持
CTSH
COGNIZANT TECHNOLOGY SOLUTIO
+$335.0K
47,564
-1%
清仓
YMAR
FIRST TR EXCHNG TRADED FD VI
-$326.6K
0
-100%
减持
BKAG
BNY MELLON ETF TRUST
+$302.7K
207,334
-2%
清仓
MRK
MERCK & CO INC
-$289.2K
0
-100%
增持
CI
THE CIGNA GROUP
+$286.7K
11,783
+4%
增持
JNJ
JOHNSON & JOHNSON
+$286.2K
21,768
+8%
增持
HAWX
ISHARES TR
+$279.3K
121,247
+4%
增持
CMI
CUMMINS INC
+$278.4K
13,849
+4%
清仓
YJUN
FIRST TR EXCHNG TRADED FD VI
-$276.5K
0
-100%
增持
—
AMERICAN CENTY ETF TR
+$274.3K
102,200
+2%
清仓
—
LYONDELLBASELL INDUSTRIES N
-$256.4K
0
-100%
减持
CRWD
CROWDSTRIKE HLDGS INC
+$253.1K
5,364
-20%
减持
AMD
ADVANCED MICRO DEVICES INC
+$243.5K
6,887
-8%
增持
SCHD
SCHWAB STRATEGIC TR
+$242.7K
15,249
+18%
建仓
IWP
ISHARES TR
+$238.3K
2,282
减持
META
META PLATFORMS INC
+$235.7K
5,156
-3%
建仓
NFLX
NETFLIX INC
+$230.3K
473
减持
JEPI
J P MORGAN EXCHANGE TRADED F
+$230.2K
183,948
-0%
建仓
HD
HOME DEPOT INC
+$226.6K
654
建仓
EMB
ISHARES TR
+$210.6K
2,365
减持
SNOW
SNOWFLAKE INC
+$208.7K
5,855
-6%
增持
PULS
PGIM ETF TR
+$204.7K
79,400
+6%
建仓
DINO
HF SINCLAIR CORP
+$202.6K
3,645
增持
VEMY
VIRTUS ETF TR II
+$202.0K
82,607
+4%
建仓
FPX
FIRST TR EXCHANGE TRADED FD
+$202.0K
2,107
增持
IXUS
ISHARES TR
+$198.6K
39,932
+0%
增持
PZA
INVESCO EXCH TRADED FD TR II
+$181.7K
19,694
+48%
减持
SHOP
SHOPIFY INC
+$176.8K
10,389
-10%
增持
FMB
FIRST TR EXCH TRADED FD III
+$170.1K
9,287
+47%
减持
AXON
AXON ENTERPRISE INC
+$170.1K
3,356
-4%
增持
BILL
BILL HOLDINGS INC
+$167.5K
11,308
+63%
增持
—
ASML HOLDING N V
+$165.1K
943
+1%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$155.1K
8,523
+1%
减持
INTC
INTEL CORP
+$154.7K
13,526
-8%
增持
VOO
VANGUARD INDEX FDS
+$151.8K
1,125
+30%
减持
HPI
HANCOCK JOHN PFD INCOME FD
+$148.0K
130,131
-0%
减持
LULU
LULULEMON ATHLETICA INC
+$146.1K
1,715
-9%
增持
HYFI
AB ACTIVE ETFS INC
+$146.1K
82,125
+0%
增持
MFC
MANULIFE FINL CORP
+$136.3K
32,311
+2%
增持
RY
ROYAL BK CDA
+$135.7K
6,946
+7%
增持
XLV
SELECT SECTOR SPDR TR
+$135.1K
8,908
+6%
减持
RVNU
DBX ETF TR
+$134.6K
74,358
-0%
增持
AVMU
AMERICAN CENTY ETF TR
+$134.3K
40,620
+2%
增持
NFLT
ETFIS SER TR I
+$134.1K
133,038
+1%
增持
COST
COSTCO WHSL CORP NEW
+$131.9K
1,291
+1%
增持
SONY
SONY GROUP CORP
+$131.6K
7,203
+8%
增持
XLC
SELECT SECTOR SPDR TR
+$127.1K
15,209
+2%
减持
UBER
UBER TECHNOLOGIES INC
+$120.3K
13,569
-13%
增持
CNI
CANADIAN NATL RY CO
+$120.1K
5,450
+5%
增持
XLY
SELECT SECTOR SPDR TR
+$111.0K
4,611
+4%
增持
VB
VANGUARD INDEX FDS
+$109.1K
2,283
+14%
增持
RIO
RIO TINTO PLC
+$104.8K
9,578
+0%
增持
CSCO
CISCO SYS INC
+$104.4K
70,247
+10%
减持
FMHI
FIRST TR EXCH TRADED FD III
+$104.3K
41,182
-0%
增持
HYMB
SPDR SER TR
+$103.0K
13,934
+33%
减持
NVDA
NVIDIA CORPORATION
+$101.2K
2,287
-4%
减持
AFL
AFLAC INC
+$100.9K
41,832
-4%
减持
SPEM
SPDR INDEX SHS FDS
-$100.4K
52,659
-10%
增持
IWR
ISHARES TR
+$93.5K
5,811
+12%
减持
JEPQ
J P MORGAN EXCHANGE TRADED F
+$92.9K
61,139
-3%
减持
MELI
MERCADOLIBRE INC
+$89.0K
527
-10%
减持
OKE
ONEOK INC NEW
+$87.2K
14,540
-1%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$86.5K
3,969
+5%
增持
VGT
VANGUARD WORLD FDS
+$86.0K
983
+5%
减持
—
EATON CORP PLC
+$77.6K
3,949
-4%
增持
TSLA
TESLA INC
+$77.5K
6,913
+5%
减持
NTES
NETEASE INC
-$77.4K
5,950
-6%
减持
—
ACCENTURE PLC IRELAND
+$77.4K
2,019
-2%
减持
NOW
SERVICENOW INC
+$76.3K
1,082
-12%
增持
CPNG
COUPANG INC
+$75.3K
49,142
+16%
增持
MA
MASTERCARD INCORPORATED
+$69.2K
2,016
+1%
增持
FSMB
FIRST TR EXCH TRADED FD III
+$67.5K
98,460
+1%
增持
XLRE
SELECT SECTOR SPDR TR
+$65.7K
9,307
+3%
增持
INFY
INFOSYS LTD
+$64.8K
40,535
+2%
减持
—
TRANE TECHNOLOGIES PLC
+$63.3K
2,915
-9%
减持
PECO
PHILLIPS EDISON & CO INC
-$61.9K
25,256
-14%
减持
DASH
DOORDASH INC
+$58.9K
8,014
-13%
增持
SLF
SUN LIFE FINANCIAL INC.
+$58.3K
13,792
+2%
减持
CDNS
CADENCE DESIGN SYSTEM INC
+$57.4K
2,788
-7%
减持
NET
CLOUDFLARE INC
+$54.8K
9,543
-19%
增持
GOOG
ALPHABET INC
+$54.2K
5,344
+1%
增持
ABNB
AIRBNB INC
+$52.9K
8,647
+6%
增持
WM
WASTE MGMT INC DEL
+$47.5K
1,771
+0%
增持
TTD
THE TRADE DESK INC
+$46.0K
10,831
+15%
减持
—
CHUBB LIMITED
+$43.4K
2,962
-1%
减持
T
AT&T INC
+$40.2K
27,498
-2%
减持
HR
HEALTHCARE RLTY TR
+$37.5K
51,979
-8%
减持
PANW
PALO ALTO NETWORKS INC
+$37.1K
2,603
-16%
减持
NVO
NOVO-NORDISK A S
+$36.8K
6,494
-7%
减持
MUB
ISHARES TR
+$36.5K
17,332
-4%
增持
AEP
AMERICAN ELEC PWR CO INC
+$36.3K
6,023
+0%
减持
CUZ
COUSINS PPTYS INC
+$33.5K
9,975
-3%
增持
PFE
PFIZER INC
-$31.0K
7,179
+0%
增持
VTI
VANGUARD INDEX FDS
+$30.4K
1,159
+1%
增持
NVS
NOVARTIS AG
+$28.2K
7,296
+5%
减持
PFXF
VANECK ETF TRUST
+$27.9K
76,071
-0%
减持
DIS
DISNEY WALT CO
+$27.2K
3,119
-1%
增持
AGG
ISHARES TR
+$13.9K
2,573
+0%
增持
ABBV
ABBVIE INC
+$13.6K
1,964
+1%
清仓
—
CANOPY GROWTH CORP
-$11.0K
0
-100%
减持
PG
PROCTER AND GAMBLE CO
-$8.2K
1,521
-4%
增持
WMT
WALMART INC
+$7.3K
2,837
+3%
增持
F
FORD MTR CO DEL
-$3.3K
18,672
+0%
增持
ICSH
ISHARES TR
+$3.0K
11,840
+1%
