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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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 150 项
建仓 17
增持 75
减持 46
清仓 12
方向
标的
Δ市值
现股数(环比)
增持
SMTH
ALPS ETF TR
+$7.6M
841,184
+54%
增持
PATN
PACER FDS TR
+$6.3M
438,071
+136%
清仓
IUSB
ISHARES TR
-$6.2M
0
-100%
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。
清仓
UNH
UNITEDHEALTH GROUP INC
-$5.2M
0
-100%
建仓
ELV
ELEVANCE HEALTH INC
+$5.1M
13,234
建仓
FENI
FIDELITY COVINGTON TRUST
+$4.4M
131,213
清仓
HAWX
ISHARES TR
-$4.0M
0
-100%
减持
BKIE
BNY MELLON ETF TRUST
-$3.9M
11,281
-82%
增持
JMEE
J P MORGAN EXCHANGE TRADED F
+$3.8M
286,683
+21%
清仓
HYFI
AB ACTIVE ETFS INC
-$3.6M
0
-100%
增持
COP
CONOCOPHILLIPS
-$3.2M
233,451
+2%
建仓
SHYM
BLACKROCK ETF TRUST II
+$3.1M
138,701
增持
AVDE
AMERICAN CENTY ETF TR
+$3.0M
143,703
+25%
建仓
TAFM
AB ACTIVE ETFS INC
+$2.9M
115,523
建仓
INMU
BLACKROCK ETF TRUST II
+$2.6M
108,825
清仓
FMHI
FIRST TR EXCH TRADED FD III
-$2.4M
0
-100%
减持
MUB
ISHARES TR
-$2.3M
2,544
-90%
清仓
AVMU
AMERICAN CENTY ETF TR
-$2.3M
0
-100%
清仓
RVNU
DBX ETF TR
-$2.2M
0
-100%
清仓
SMMD
ISHARES TR
-$2.1M
0
-100%
建仓
TAFL
AB ACTIVE ETFS INC
+$1.8M
73,059
减持
PULS
PGIM ETF TR
-$1.7M
128,540
-21%
建仓
NTES
NETEASE INC
+$1.3M
9,754
增持
AMAT
APPLIED MATLS INC
+$1.3M
32,740
+1%
增持
VONG
VANGUARD SCOTTSDALE FDS
+$1.2M
49,474
+10%
增持
C
CITIGROUP INC
+$1.2M
69,784
+4%
建仓
BX
BLACKSTONE INC
+$1.1M
7,631
建仓
SLV
ISHARES SILVER TR
+$1.1M
34,529
减持
XLB
SELECT SECTOR SPDR TR
-$1.0M
13,108
-49%
清仓
CNI
CANADIAN NATL RY CO
-$1.0M
0
-100%
减持
IVV
ISHARES TR
+$988.9K
17,152
-0%
增持
SPAB
SPDR SERIES TRUST
+$986.0K
500,122
+8%
减持
MSFT
MICROSOFT CORP
+$900.4K
7,557
-1%
减持
NVDA
NVIDIA CORPORATION
+$862.1K
17,995
-2%
清仓
BUFQ
FIRST TR EXCHNG TRADED FD VI
-$791.9K
0
-100%
建仓
XIMR
FIRST TR EXCHNG TRADED FD VI
+$783.1K
25,091
增持
PSX
PHILLIPS 66
-$764.9K
258,897
+1%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$755.8K
186,941
+8%
增持
FITB
FIFTH THIRD BANCORP
+$725.7K
134,548
+10%
增持
CSCO
CISCO SYS INC
+$690.1K
89,232
+0%
清仓
HYMB
SPDR SER TR
-$675.9K
0
-100%
增持
XLY
SELECT SECTOR SPDR TR
+$639.0K
8,357
+40%
增持
JEPQ
J P MORGAN EXCHANGE TRADED F
+$612.1K
86,301
+9%
增持
JSI
JANUS DETROIT STR TR
+$598.2K
263,888
+4%
增持
DOV
DOVER CORP
+$576.4K
28,732
+8%
增持
PTRB
PGIM ETF TR
+$555.8K
210,044
+7%
增持
CMI
CUMMINS INC
+$541.5K
15,704
+7%
增持
FELV
FIDELITY COVINGTON TRUST
+$525.7K
158,996
+8%
减持
META
META PLATFORMS INC
+$502.1K
3,275
-1%
建仓
BAC
BANK AMERICA CORP
+$458.4K
9,687
增持
AMZN
AMAZON COM INC
+$448.3K
11,641
+5%
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$447.1K
7,649
-1%
减持
HERD
PACER FDS TR
-$446.1K
156,288
-12%
增持
GD
GENERAL DYNAMICS CORP
+$436.0K
19,439
+1%
减持
CSL
CARLISLE COS INC
+$407.6K
13,785
-1%
增持
—
EATON CORP PLC
+$386.8K
4,478
+0%
减持
UTES
ETFIS SER TR I
+$380.9K
38,783
-2%
增持
DASH
DOORDASH INC
+$376.8K
5,774
+1%
减持
QDPL
PACER FDS TR
-$369.5K
983,271
-8%
减持
NET
CLOUDFLARE INC
+$366.4K
6,932
-21%
减持
PJFG
PGIM ETF TR
+$344.3K
56,646
-13%
增持
PSQO
PALMER SQUARE FUNDS TRUST
+$342.1K
839,836
+1%
增持
IXUS
ISHARES TR
+$333.5K
42,134
+1%
减持
—
SPOTIFY TECHNOLOGY S A
+$330.8K
1,722
-4%
增持
PHYL
PGIM ETF TR
+$330.7K
122,821
+6%
减持
NFLX
NETFLIX INC
+$330.3K
1,294
-14%
增持
HYDB
ISHARES TR
+$307.3K
74,098
+9%
增持
AAPL
APPLE INC
-$306.9K
25,425
+2%
增持
UBER
UBER TECHNOLOGIES INC
+$306.7K
14,448
+1%
减持
AVGO
BROADCOM INC
+$305.7K
4,838
-21%
增持
TSLA
TESLA INC
+$304.6K
4,875
+2%
减持
AXON
AXON ENTERPRISE INC
+$300.7K
1,560
-17%
增持
NOW
SERVICENOW INC
+$298.7K
1,209
+2%
增持
VEMY
VIRTUS ETF TR II
+$298.3K
129,384
+9%
增持
VLO
VALERO ENERGY CORP
+$297.6K
49,710
+3%
增持
CTSH
COGNIZANT TECHNOLOGY SOLUTIO
+$295.2K
65,513
+4%
减持
—
ETFIS SER TR I
-$291.6K
75,702
-18%
建仓
BB
BLACKBERRY LTD
+$289.7K
63,251
增持
XLF
SELECT SECTOR SPDR TR
+$272.4K
105,298
+0%
建仓
SCHF
SCHWAB STRATEGIC TR
+$266.9K
12,075
增持
SHOP
SHOPIFY INC
+$265.0K
10,922
+5%
减持
CPNG
COUPANG INC
+$261.8K
44,045
-9%
减持
CRWD
CROWDSTRIKE HLDGS INC
+$261.8K
2,783
-15%
增持
GOOG
ALPHABET INC
+$254.2K
8,643
+6%
增持
CDNS
CADENCE DESIGN SYSTEM INC
+$252.6K
4,102
+3%
减持
MELI
MERCADOLIBRE INC
+$251.2K
535
-9%
增持
PANW
PALO ALTO NETWORKS INC
+$243.6K
6,561
+2%
减持
OKE
ONEOK INC NEW
-$237.1K
13,200
-0%
建仓
GEV
GE VERNOVA INC
+$228.1K
431
增持
—
ASML HOLDING N V
+$227.6K
1,540
+1%
减持
—
TRANE TECHNOLOGIES PLC
+$217.8K
2,747
-6%
建仓
BITB
BITWISE BITCOIN ETF TR
+$206.2K
3,520
清仓
JNJ
JOHNSON & JOHNSON
-$202.0K
0
-100%
建仓
MCO
MOODYS CORP
+$200.6K
400
减持
XLC
SELECT SECTOR SPDR TR
-$196.0K
13,608
-22%
增持
RY
ROYAL BK CDA
+$191.1K
9,035
+2%
减持
TTD
THE TRADE DESK INC
+$189.1K
16,591
-10%
增持
NFLT
ETFIS SER TR I
+$178.4K
198,105
+3%
增持
INFY
INFOSYS LTD
+$168.8K
67,049
+14%
增持
LRCX
LAM RESEARCH CORP
+$163.2K
6,555
+0%
减持
SPEM
SPDR INDEX SHS FDS
+$155.0K
60,164
-2%
减持
SLF
SUN LIFE FINANCIAL INC.
+$152.9K
19,403
-2%
减持
IWF
ISHARES TR
+$151.9K
3,273
-5%
增持
ABNB
AIRBNB INC
+$151.8K
8,644
+4%
增持
ISRG
INTUITIVE SURGICAL INC
+$149.7K
2,050
+5%
增持
IWD
ISHARES TR
+$144.3K
7,813
+7%
增持
EVTR
MORGAN STANLEY ETF TRUST
+$141.0K
68,004
+4%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$138.3K
4,036
+2%
增持
FLIN
FRANKLIN TEMPLETON ETF TR
+$135.5K
43,902
+0%
增持
VGT
VANGUARD WORLD FD
+$134.6K
1,100
+0%
建仓
TZA
DIREXION SHS ETF TR
+$120.3K
10,146
增持
NVS
NOVARTIS AG
+$119.9K
10,822
+1%
增持
—
CRH PLC
+$116.6K
12,176
+7%
减持
AEP
AMERICAN ELEC PWR CO INC
-$111.6K
3,065
-22%
减持
CVX
CHEVRON CORP NEW
-$108.8K
4,167
-1%
增持
FSMB
FIRST TR EXCH TRADED FD III
+$107.5K
124,929
+4%
增持
VOO
VANGUARD INDEX FDS
+$104.0K
1,438
+4%
增持
SPY
SPDR S&P 500 ETF TR
+$92.6K
483
+31%
增持
WMT
WALMART INC
+$92.4K
8,642
+1%
减持
HPI
HANCOCK JOHN PFD INCOME FD
-$89.9K
104,417
-2%
减持
CAT
CATERPILLAR INC
+$87.5K
1,617
-1%
增持
VRP
INVESCO EXCH TRADED FD TR II
+$87.0K
73,128
+4%
增持
IBN
ICICI BANK LIMITED
+$82.0K
35,575
+1%
减持
GE
GE AEROSPACE
+$81.8K
1,534
-2%
减持
AHR
AMERICAN HEALTHCARE REIT INC
-$81.3K
18,732
-26%
减持
KMID
VIRTUS ETF TR II
-$78.4K
35,468
-13%
增持
EMB
ISHARES TR
+$74.0K
8,911
+7%
减持
DIS
DISNEY WALT CO
+$65.1K
3,026
-4%
减持
IWP
ISHARES TR
+$62.1K
3,153
-1%
减持
TJX
TJX COS INC NEW
-$61.6K
2,085
-20%
增持
SONY
SONY GROUP CORP
+$58.4K
42,989
+3%
减持
DG
DOLLAR GEN CORP NEW
+$55.7K
2,711
-6%
增持
MA
MASTERCARD INCORPORATED
+$55.1K
2,299
+2%
增持
VTI
VANGUARD INDEX FDS
+$51.7K
1,457
+2%
增持
XLRE
SELECT SECTOR SPDR TR
+$51.4K
22,093
+7%
增持
XLK
SELECT SECTOR SPDR TR
+$49.0K
1,042
+0%
增持
XISE
FIRST TR EXCHNG TRADED FD VI
+$46.5K
116,363
+0%
增持
ABBV
ABBVIE INC
-$43.5K
1,928
+1%
增持
VB
VANGUARD INDEX FDS
+$42.0K
2,685
+0%
增持
AIG
AMERICAN INTL GROUP INC
-$41.6K
60,836
+1%
增持
NVO
NOVO-NORDISK A S
+$38.8K
15,154
+4%
减持
IBM
INTERNATIONAL BUSINESS MACHS
+$38.7K
1,291
-6%
增持
AFL
AFLAC INC
+$34.9K
49,743
+6%
减持
QQQ
INVESCO QQQ TR
+$34.6K
14,179
-15%
减持
IWR
ISHARES TR
+$33.8K
6,455
-2%
减持
GLW
CORNING INC
+$32.6K
6,142
-3%
增持
RIO
RIO TINTO PLC
+$31.5K
18,471
+6%
减持
JPM
JPMORGAN CHASE & CO.
+$29.3K
1,026
-6%
增持
—
ACCENTURE PLC IRELAND
+$28.1K
3,531
+7%
增持
—
EXXON MOBIL CORP
+$26.4K
53,962
+11%
