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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
24Q2 调仓
2024-03-31 → 2024-06-30 · 共 150 项
建仓 7
增持 90
减持 43
清仓 10
方向
标的
Δ市值
现股数(环比)
建仓
PJFG
PGIM ETF TR
+$7.1M
79,920
减持
PSX
PHILLIPS 66
-$5.3M
231,597
-0%
减持
COP
CONOCOPHILLIPS
-$3.2M
222,273
-1%
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
PAAA
PGIM ETF TR
+$3.2M
62,356
清仓
JAAA
JANUS DETROIT STR TR
-$2.9M
0
-100%
减持
HERD
PACER FDS TR
-$2.4M
256,106
-15%
减持
SMTH
ALPS ETF TR
-$2.4M
617,097
-12%
增持
AAPL
APPLE INC
+$1.8M
25,131
+22%
增持
IWF
ISHARES TR
+$1.0M
17,497
+10%
增持
NFLX
NETFLIX INC
+$937.0K
1,734
+352%
建仓
VRTX
VERTEX PHARMACEUTICALS INC
+$894.8K
1,909
建仓
AVGO
BROADCOM INC
+$894.3K
557
增持
HYDB
ISHARES TR
+$874.5K
155,259
+14%
增持
AVIG
AMERICAN CENTY ETF TR
+$862.5K
198,768
+13%
增持
IWD
ISHARES TR
+$856.8K
33,103
+21%
清仓
—
ROYALTY PHARMA PLC
-$823.7K
0
-100%
清仓
SHOP
SHOPIFY INC
-$765.0K
0
-100%
清仓
LULU
LULULEMON ATHLETICA INC
-$703.6K
0
-100%
清仓
SNOW
SNOWFLAKE INC
-$646.2K
0
-100%
增持
JSI
JANUS DETROIT STR TR
+$615.7K
221,030
+5%
减持
—
AMERICAN CENTY ETF TR
-$572.2K
79,292
-14%
减持
AMAT
APPLIED MATLS INC
+$537.7K
20,306
-2%
增持
CTSH
COGNIZANT TECHNOLOGY SOLUTIO
+$534.6K
62,771
+23%
减持
BKAG
BNY MELLON ETF TRUST
-$532.4K
200,184
-5%
增持
QQQ
INVESCO QQQ TR
+$483.0K
13,666
+0%
增持
PULS
PGIM ETF TR
+$482.4K
96,758
+11%
清仓
YDEC
FIRST TR EXCHNG TRADED FD VI
-$477.1K
0
-100%
增持
PTRB
PGIM ETF TR
+$444.5K
119,067
+11%
增持
JNJ
JOHNSON & JOHNSON
+$438.3K
30,096
+20%
增持
HAWX
ISHARES TR
+$414.8K
146,508
+7%
增持
AFL
AFLAC INC
+$387.8K
49,708
+5%
增持
PANW
PALO ALTO NETWORKS INC
+$378.0K
3,211
+28%
增持
NVDA
NVIDIA CORPORATION
+$372.4K
16,604
+794%
减持
BKIE
BNY MELLON ETF TRUST
-$339.3K
62,223
-5%
增持
CSCO
CISCO SYS INC
+$338.9K
95,934
+13%
增持
HAL
HALLIBURTON CO
-$324.2K
122,576
+8%
增持
INDS
PACER FDS TR
+$317.4K
162,639
+11%
增持
SMMD
ISHARES TR
+$308.1K
246,515
+7%
清仓
ICSH
ISHARES TR
-$298.8K
0
-100%
增持
AVMU
AMERICAN CENTY ETF TR
+$298.5K
47,201
+17%
减持
IVV
ISHARES TR
+$288.6K
17,904
-1%
减持
CSL
CARLISLE COS INC
-$285.0K
10,224
-10%
增持
NET
CLOUDFLARE INC
+$265.4K
12,416
+58%
增持
LLY
ELI LILLY & CO
+$261.3K
1,732
+3%
减持
GOOG
ALPHABET INC
+$258.8K
9,455
-2%
增持
CRWD
CROWDSTRIKE HLDGS INC
+$256.8K
2,919
+9%
增持
FSMB
FIRST TR EXCH TRADED FD III
+$255.3K
110,259
+14%
建仓
PFE
PFIZER INC
+$242.0K
8,649
清仓
DINO
HF SINCLAIR CORP
-$220.1K
0
-100%
增持
NVS
NOVARTIS AG
+$218.6K
13,041
+8%
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$217.0K
7,877
-7%
增持
AVDE
AMERICAN CENTY ETF TR
+$214.3K
71,499
+8%
清仓
DG
DOLLAR GEN CORP NEW
-$208.6K
0
-100%
清仓
MRK
MERCK & CO INC
-$201.6K
0
-100%
增持
VEMY
VIRTUS ETF TR II
+$199.6K
97,772
+10%
增持
INFY
INFOSYS LTD
+$198.7K
57,439
+18%
增持
SONY
SONY GROUP CORP
+$195.5K
11,628
+26%
增持
AMZN
AMAZON COM INC
+$184.5K
10,791
+2%
增持
—
STELLANTIS N.V
-$183.0K
41,641
+17%
增持
RIO
RIO TINTO PLC
+$175.2K
15,134
+17%
增持
XLF
SELECT SECTOR SPDR TR
+$174.1K
107,439
+7%
增持
—
EXXON MOBIL CORP
+$167.1K
42,430
+5%
增持
CI
THE CIGNA GROUP
-$164.7K
12,900
+6%
减持
C
CITIGROUP INC
-$163.4K
70,357
-4%
增持
COST
COSTCO WHSL CORP NEW
+$162.4K
1,314
+1%
增持
—
ACCENTURE PLC IRELAND
+$155.7K
3,175
+36%
减持
MSFT
MICROSOFT CORP
+$155.0K
7,207
-1%
增持
INTC
INTEL CORP
-$148.4K
15,545
+9%
增持
XLC
SELECT SECTOR SPDR TR
+$148.0K
17,855
+6%
增持
DOV
DOVER CORP
+$145.4K
24,164
+2%
增持
NOW
SERVICENOW INC
+$144.1K
1,227
+14%
增持
RVNU
DBX ETF TR
+$141.4K
78,992
+8%
增持
META
META PLATFORMS INC
+$138.5K
4,223
+3%
增持
JEPQ
J P MORGAN EXCHANGE TRADED F
+$138.2K
61,300
+2%
增持
EVTR
MORGAN STANLEY ETF TRUST
+$137.3K
57,209
+5%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$137.1K
194,431
+3%
增持
MELI
MERCADOLIBRE INC
+$133.5K
590
+7%
减持
CPNG
COUPANG INC
-$130.4K
43,273
-26%
增持
NVO
NOVO-NORDISK A S
+$126.5K
7,468
+2%
增持
NTES
NETEASE INC
+$126.4K
10,345
+24%
减持
PECO
PHILLIPS EDISON & CO INC
-$126.1K
10,967
-19%
增持
CMI
CUMMINS INC
-$125.9K
15,173
+3%
增持
DASH
DOORDASH INC
-$123.8K
8,043
+11%
增持
FMHI
FIRST TR EXCH TRADED FD III
+$122.5K
42,871
+6%
增持
VLO
VALERO ENERGY CORP
-$121.4K
8,933
+0%
增持
XLV
SELECT SECTOR SPDR TR
+$114.0K
10,970
+9%
减持
SPY
SPDR S&P 500 ETF TR
-$108.7K
449
-33%
增持
XLY
SELECT SECTOR SPDR TR
+$107.3K
5,959
+12%
增持
RY
ROYAL BK CDA
+$99.7K
9,226
+6%
增持
—
ASML HOLDING N V
+$96.8K
979
+5%
增持
—
CRH PLC
-$94.6K
12,179
+4%
减持
MUB
ISHARES TR
-$92.3K
17,102
-4%
减持
TSLA
TESLA INC
+$92.1K
4,210
-0%
增持
HYMB
SPDR SER TR
+$87.6K
19,890
+22%
增持
FITB
FIFTH THIRD BANCORP
-$76.1K
121,329
+0%
增持
CDNS
CADENCE DESIGN SYSTEM INC
+$70.1K
3,078
+9%
增持
HYFI
AB ACTIVE ETFS INC
+$69.7K
87,698
+3%
增持
DIS
DISNEY WALT CO
-$69.7K
3,147
+1%
减持
CAT
CATERPILLAR INC
-$61.3K
1,674
-1%
增持
UBER
UBER TECHNOLOGIES INC
+$57.8K
13,771
+12%
减持
HR
HEALTHCARE RLTY TR
+$55.8K
46,286
-7%
增持
NFLT
ETFIS SER TR I
+$55.5K
142,096
+2%
减持
WMT
WALMART INC
+$54.2K
8,098
-1%
增持
XLB
SELECT SECTOR SPDR TR
+$51.5K
20,020
+8%
减持
—
EATON CORP PLC
-$51.3K
3,930
-4%
减持
—
LAM RESEARCH CORP
+$49.9K
649
-2%
减持
GE
GE AEROSPACE
-$47.1K
1,731
-6%
减持
MFC
MANULIFE FINL CORP
+$45.9K
37,593
-2%
减持
KVUE
KENVUE INC
-$44.6K
13,330
-0%
增持
NEE
NEXTERA ENERGY INC
+$42.5K
5,612
+1%
增持
T
AT&T INC
+$42.2K
27,559
+0%
减持
—
TRANE TECHNOLOGIES PLC
+$41.7K
2,946
-5%
增持
RIVN
RIVIAN AUTOMOTIVE INC
+$37.6K
14,425
+1%
增持
ABNB
AIRBNB INC
-$36.6K
8,303
+6%
增持
—
CHUBB LIMITED
+$36.2K
3,731
+6%
减持
ABBV
ABBVIE INC
-$35.9K
1,887
-4%
增持
PFXF
VANECK ETF TRUST
+$33.6K
79,279
+5%
增持
OKE
ONEOK INC NEW
+$29.4K
14,371
+1%
增持
VOO
VANGUARD INDEX FDS
+$28.5K
1,146
+1%
减持
CVX
CHEVRON CORP NEW
-$27.2K
4,340
-3%
减持
QDPL
PACER FDS TR
+$27.0K
1,145,158
-2%
增持
XLK
SELECT SECTOR SPDR TR
+$23.9K
1,265
+0%
减持
V
VISA INC
-$23.5K
1,162
-1%
增持
GSK
GSK PLC
-$23.1K
7,712
+3%
增持
HD
HOME DEPOT INC
-$23.0K
662
+1%
减持
XLRE
SELECT SECTOR SPDR TR
-$20.1K
9,275
-3%
减持
XLE
SELECT SECTOR SPDR TR
-$19.6K
2,862
-4%
增持
AMD
ADVANCED MICRO DEVICES INC
-$18.6K
6,638
+9%
减持
EMB
ISHARES TR
-$16.8K
2,414
-6%
减持
SPEM
SPDR INDEX SHS FDS
-$15.5K
57,145
-5%
减持
CUZ
COUSINS PPTYS INC
-$13.7K
9,765
-2%
减持
TTD
THE TRADE DESK INC
+$13.7K
10,401
-9%
增持
F
FORD MTR CO DEL
-$12.4K
18,100
+0%
增持
CNI
CANADIAN NATL RY CO
-$12.4K
7,402
+10%
增持
SCHD
SCHWAB STRATEGIC TR
-$11.7K
16,314
+3%
建仓
—
TELLURIAN INC NEW
+$11.6K
16,804
增持
AXON
AXON ENTERPRISE INC
-$11.4K
3,332
+5%
建仓
THM
INTERNATIONAL TOWER HILL MIN
+$10.3K
20,798
增持
VTI
VANGUARD INDEX FDS
+$10.3K
1,282
+0%
减持
TTWO
TAKE-TWO INTERACTIVE SOFTWAR
+$10.1K
1,785
-1%
减持
VGT
VANGUARD WORLD FD
+$10.0K
944
-7%
减持
HPI
HANCOCK JOHN PFD INCOME FD
-$9.7K
124,319
-1%
增持
SLF
SUN LIFE FINANCIAL INC.
+$7.2K
19,287
+12%
增持
AIG
AMERICAN INTL GROUP INC
+$6.9K
56,045
+5%
增持
AGG
ISHARES TR
+$5.8K
2,631
+3%
增持
MA
MASTERCARD INCORPORATED
-$5.1K
2,247
+9%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$4.4K
3,938
+3%
增持
IXUS
ISHARES TR
-$4.2K
39,422
+0%
减持
PZA
INVESCO EXCH TRADED FD TR II
-$3.8K
19,230
-0%
减持
FMB
FIRST TR EXCHANGE-TRADED FD
-$3.7K
8,917
-0%
