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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
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 150 项
建仓 9
增持 93
减持 43
清仓 5
方向
标的
Δ市值
现股数(环比)
增持
VLO
VALERO ENERGY CORP
+$5.3M
48,341
+438%
减持
IWF
ISHARES TR
-$5.1M
3,428
-78%
增持
UNH
UNITEDHEALTH GROUP INC
+$4.9M
9,840
+2136%
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。
减持
JNJ
JOHNSON & JOHNSON
-$4.6M
1,218
-96%
增持
PSX
PHILLIPS 66
+$4.3M
256,327
+7%
建仓
VONG
VANGUARD SCOTTSDALE FDS
+$4.2M
45,031
建仓
PHYL
PGIM ETF TR
+$4.0M
115,686
减持
HYDB
ISHARES TR
-$4.0M
68,178
-55%
建仓
PATN
PACER FDS TR
+$3.9M
185,969
减持
QDPL
PACER FDS TR
-$3.6M
1,072,546
-4%
增持
AVDE
AMERICAN CENTY ETF TR
+$2.6M
114,754
+41%
建仓
UTES
ETFIS SER TR I
+$2.6M
39,491
增持
COP
CONOCOPHILLIPS
+$2.6M
229,588
+6%
减持
INDS
PACER FDS TR
-$2.2M
110,766
-38%
减持
JMEE
J P MORGAN EXCHANGE TRADED F
-$2.2M
236,038
-7%
建仓
FLIN
FRANKLIN TEMPLETON ETF TR
+$1.6M
43,786
增持
SPAB
SPDR SER TR
+$1.4M
462,691
+11%
增持
XIDE
FIRST TR EXCHNG TRADED FD VI
+$1.4M
71,517
+180%
清仓
AMD
ADVANCED MICRO DEVICES INC
-$1.2M
0
-100%
减持
HAWX
ISHARES TR
-$1.2M
118,188
-26%
增持
JSI
JANUS DETROIT STR TR
+$1.1M
253,823
+8%
减持
PJFG
PGIM ETF TR
-$1.1M
65,240
-6%
清仓
VRTX
VERTEX PHARMACEUTICALS INC
-$991.0K
0
-100%
建仓
—
SPOTIFY TECHNOLOGY S A
+$990.6K
1,801
建仓
ISRG
INTUITIVE SURGICAL INC
+$964.3K
1,947
增持
PSQO
PALMER SQUARE FUNDS TRUST
+$794.0K
831,662
+4%
减持
HERD
PACER FDS TR
-$738.4K
178,084
-9%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$692.0K
172,766
+8%
清仓
BUFY
FIRST TR EXCHNG TRADED FD VI
-$688.4K
0
-100%
增持
PTRB
PGIM ETF TR
+$676.9K
197,181
+7%
减持
BKIE
BNY MELLON ETF TRUST
-$669.1K
62,946
-18%
增持
—
EXXON MOBIL CORP
+$649.8K
48,690
+2%
增持
PULS
PGIM ETF TR
+$640.9K
163,219
+8%
增持
AAPL
APPLE INC
-$635.6K
24,865
+1%
减持
SMTH
ALPS ETF TR
-$590.5K
545,393
-5%
减持
AIG
AMERICAN INTL GROUP INC
+$585.9K
60,370
-6%
增持
TSLA
TESLA INC
-$520.0K
4,800
+10%
增持
GD
GENERAL DYNAMICS CORP
+$510.7K
19,200
+7%
增持
AFL
AFLAC INC
+$478.2K
46,866
+2%
增持
IUSB
ISHARES TR
+$468.1K
134,103
+6%
增持
QQQ
INVESCO QQQ TR
+$466.1K
16,606
+16%
增持
IVV
ISHARES TR
-$438.6K
17,193
+0%
增持
EMB
ISHARES TR
+$425.0K
8,294
+126%
增持
EVTR
MORGAN STANLEY ETF TRUST
+$356.6K
65,534
+10%
减持
SMMD
ISHARES TR
-$339.8K
33,624
-6%
增持
VEMY
VIRTUS ETF TR II
+$290.7K
119,042
+9%
增持
NFLT
ETFIS SER TR I
+$275.5K
192,485
+6%
增持
CMI
CUMMINS INC
-$272.8K
14,681
+5%
增持
MUB
ISHARES TR
+$266.4K
24,735
+13%
增持
MSFT
MICROSOFT CORP
-$263.4K
7,615
+3%
增持
NVDA
NVIDIA CORPORATION
-$260.9K
18,278
+9%
增持
HYFI
AB ACTIVE ETFS INC
+$256.4K
96,870
+8%
建仓
DG
DOLLAR GEN CORP NEW
+$254.4K
2,894
增持
IXUS
ISHARES TR
+$250.9K
41,883
+4%
清仓
AGG
ISHARES TR
-$247.9K
0
-100%
增持
CSCO
CISCO SYS INC
+$246.6K
89,139
+0%
增持
AMZN
AMAZON COM INC
-$242.1K
11,067
+3%
建仓
PM
PHILIP MORRIS INTL INC
+$230.6K
1,453
增持
SCHD
SCHWAB STRATEGIC TR
+$220.6K
56,980
+13%
清仓
KMI
KINDER MORGAN INC DEL
-$206.6K
0
-100%
增持
BUFQ
FIRST TR EXCHNG TRADED FD VI
+$203.8K
26,522
+42%
增持
XLF
SELECT SECTOR SPDR TR
+$196.6K
105,242
+1%
增持
XLV
SELECT SECTOR SPDR TR
+$186.1K
12,814
+5%
增持
XLB
SELECT SECTOR SPDR TR
+$177.1K
25,499
+6%
减持
FELV
FIDELITY COVINGTON TRUST
-$171.5K
147,222
-4%
增持
AMAT
APPLIED MATLS INC
+$170.3K
32,423
+16%
增持
CSL
CARLISLE COS INC
+$164.7K
13,920
+12%
增持
GOOG
ALPHABET INC
-$160.1K
8,187
+8%
增持
FMHI
FIRST TR EXCH TRADED FD III
+$152.1K
49,365
+8%
增持
BUFR
FIRST TR EXCHNG TRADED FD VI
+$141.1K
16,642
+44%
减持
SPEM
SPDR INDEX SHS FDS
-$141.0K
61,378
-8%
增持
—
EATON CORP PLC
-$140.6K
4,458
+9%
增持
FSMB
FIRST TR EXCH TRADED FD III
+$139.7K
119,740
+6%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
-$139.2K
7,743
+7%
增持
FITB
FIFTH THIRD BANCORP
-$137.9K
122,661
+5%
增持
LLY
ELI LILLY & CO
+$135.9K
1,932
+2%
增持
DOV
DOVER CORP
-$133.9K
26,685
+4%
减持
T
AT&T INC
+$131.4K
26,248
-2%
增持
VRP
INVESCO EXCH TRADED FD TR II
+$126.1K
70,171
+8%
减持
MELI
MERCADOLIBRE INC
+$125.1K
588
-2%
增持
NOW
SERVICENOW INC
-$124.4K
1,186
+18%
减持
KMID
VIRTUS ETF TR II
-$123.5K
40,794
-9%
减持
C
CITIGROUP INC
-$104.1K
67,008
-3%
增持
—
CHUBB LIMITED
+$102.1K
3,759
+1%
增持
AVMU
AMERICAN CENTY ETF TR
+$91.3K
51,164
+6%
增持
RVNU
DBX ETF TR
+$88.7K
89,443
+7%
增持
XLRE
SELECT SECTOR SPDR TR
+$83.1K
20,639
+8%
增持
IBN
ICICI BANK LIMITED
+$82.3K
35,366
+2%
减持
CVX
CHEVRON CORP NEW
+$80.8K
4,218
-2%
减持
NVS
NOVARTIS AG
+$79.6K
10,672
-6%
增持
COST
COSTCO WHSL CORP NEW
+$74.7K
1,693
+2%
增持
INTC
INTEL CORP
+$72.5K
18,196
+7%
增持
TTD
THE TRADE DESK INC
-$72.4K
18,371
+100%
增持
FMB
FIRST TR EXCH TRADED FD III
+$72.3K
9,676
+19%
增持
VOO
VANGUARD INDEX FDS
+$71.9K
1,387
+17%
减持
HYMB
SPDR SER TR
-$70.9K
26,800
-8%
减持
CAT
CATERPILLAR INC
-$67.0K
1,638
-2%
增持
PZA
INVESCO EXCH TRADED FD TR II
+$66.0K
20,882
+19%
增持
AVGO
BROADCOM INC
-$65.7K
6,139
+30%
减持
AEP
AMERICAN ELEC PWR CO INC
+$64.8K
3,931
-1%
减持
WMT
WALMART INC
-$64.5K
8,574
-5%
增持
ABBV
ABBVIE INC
+$63.0K
1,916
+1%
增持
CDNS
CADENCE DESIGN SYSTEM INC
-$62.4K
3,977
+11%
增持
VGT
VANGUARD WORLD FD
-$60.4K
1,097
+4%
减持
—
ETFIS SER TR I
-$60.2K
91,790
-12%
增持
SHOP
SHOPIFY INC
-$58.6K
10,420
+5%
减持
NFLX
NETFLIX INC
+$57.5K
1,504
-0%
减持
NET
CLOUDFLARE INC
-$53.7K
8,795
-9%
减持
CTSH
COGNIZANT TECHNOLOGY SOLUTIO
-$51.6K
62,965
-1%
增持
CRWD
CROWDSTRIKE HLDGS INC
+$50.9K
3,277
+2%
增持
WM
WASTE MGMT INC DEL
+$50.6K
1,692
+0%
减持
DASH
DOORDASH INC
-$47.4K
5,726
-12%
增持
XLY
SELECT SECTOR SPDR TR
-$46.6K
5,962
+9%
增持
MFC
MANULIFE FINL CORP
+$45.9K
35,854
+3%
减持
MA
MASTERCARD INCORPORATED
+$45.5K
2,257
-0%
增持
—
TRANE TECHNOLOGIES PLC
-$44.1K
2,920
+5%
增持
DIS
DISNEY WALT CO
-$39.0K
3,143
+0%
增持
CPNG
COUPANG INC
+$38.9K
48,233
+4%
增持
—
ASML HOLDING N V
-$35.9K
1,519
+1%
减持
XLK
SELECT SECTOR SPDR TR
-$35.8K
1,040
-4%
增持
INFY
INFOSYS LTD
-$35.2K
58,829
+16%
减持
IWD
ISHARES TR
-$29.4K
7,298
-4%
增持
JEPQ
J P MORGAN EXCHANGE TRADED F
-$29.3K
78,848
+8%
增持
ABNB
AIRBNB INC
-$28.2K
8,305
+7%
减持
GLW
CORNING INC
-$28.0K
6,343
-5%
减持
CUZ
COUSINS PPTYS INC
-$26.4K
8,536
-6%
减持
UBER
UBER TECHNOLOGIES INC
+$26.2K
14,292
-15%
减持
AHR
AMERICAN HEALTHCARE REIT INC
-$24.8K
25,395
-9%
减持
OKE
ONEOK INC NEW
-$24.6K
13,250
-1%
增持
NVO
NOVO-NORDISK A S
-$23.9K
14,503
+21%
增持
XLE
SELECT SECTOR SPDR TR
+$22.6K
2,840
+0%
增持
—
ACCENTURE PLC IRELAND
-$22.5K
3,292
+10%
减持
JPM
JPMORGAN CHASE & CO.
-$22.4K
1,093
-10%
增持
IWP
ISHARES TR
+$19.7K
3,193
+14%
增持
AXON
AXON ENTERPRISE INC
-$18.9K
1,884
+11%
减持
RIO
RIO TINTO PLC
+$18.0K
17,409
-0%
增持
RY
ROYAL BK CDA
-$15.2K
8,849
+5%
增持
VTI
VANGUARD INDEX FDS
+$14.9K
1,423
+10%
增持
IWR
ISHARES TR
+$14.7K
6,581
+7%
增持
—
CRH PLC
-$12.6K
11,381
+4%
增持
HD
HOME DEPOT INC
-$11.5K
682
+1%
减持
XLC
SELECT SECTOR SPDR TR
-$11.1K
17,344
-0%
减持
IBM
INTERNATIONAL BUSINESS MACHS
+$10.8K
1,375
-9%
增持
META
META PLATFORMS INC
-$9.9K
3,323
+1%
增持
PANW
PALO ALTO NETWORKS INC
-$9.2K
6,441
+6%
增持
SPY
SPDR S&P 500 ETF TR
-$8.1K
368
+1%
减持
WFC
WELLS FARGO CO NEW
-$6.6K
3,068
-5%
增持
CNI
CANADIAN NATL RY CO
+$4.9K
10,480
+5%
增持
HPI
HANCOCK JOHN PFD INCOME FD
-$4.0K
106,058
+0%
增持
SLF
SUN LIFE FINANCIAL INC.
+$3.8K
19,846
+4%
