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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
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 150 项
建仓 13
增持 71
减持 58
清仓 8
方向
标的
Δ市值
现股数(环比)
增持
PTRB
PGIM ETF TR
+$10.4M
455,178
+117%
减持
JEPI
J P MORGAN EXCHANGE TRADED F
-$10.1M
9,312
-95%
减持
SMTH
ALPS ETF TR
-$9.3M
477,093
-43%
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
FYEE
FIDELITY GREENWOOD STREET TR
+$7.6M
271,948
增持
JSI
JANUS DETROIT STR TR
+$6.1M
382,623
+45%
增持
PATN
PACER FDS TR
+$5.4M
605,577
+38%
建仓
HYFI
AB ACTIVE ETFS INC
+$4.6M
121,177
清仓
NFLT
ETFIS SER TR I
-$4.5M
0
-100%
增持
JEPQ
J P MORGAN EXCHANGE TRADED F
+$3.0M
134,571
+56%
清仓
—
ETFIS SER TR I
-$2.4M
0
-100%
减持
QDPL
PACER FDS TR
+$1.9M
971,649
-1%
减持
PSX
PHILLIPS 66
+$1.7M
239,498
-7%
减持
HYDB
ISHARES TR
-$1.6M
40,059
-46%
减持
JMEE
J P MORGAN EXCHANGE TRADED F
-$1.5M
243,414
-15%
增持
FELV
FIDELITY COVINGTON TRUST
+$1.4M
193,529
+22%
建仓
VALE
VALE S A
+$1.4M
132,058
增持
VONG
VANGUARD SCOTTSDALE FDS
+$1.4M
56,254
+14%
建仓
XIJN
FIRST TR EXCHNG TRADED FD VI
+$1.4M
43,835
建仓
CEG
CONSTELLATION ENERGY CORP
+$1.3M
4,051
建仓
SAP
SAP SE
+$1.3M
4,925
建仓
VRTX
VERTEX PHARMACEUTICALS INC
+$1.3M
3,284
增持
DIS
DISNEY WALT CO
+$1.3M
14,293
+372%
减持
SPAB
SPDR SERIES TRUST
-$1.2M
448,317
-10%
减持
QQQ
INVESCO QQQ TR
-$1.2M
11,037
-22%
清仓
TTD
THE TRADE DESK INC
-$1.2M
0
-100%
清仓
ISRG
INTUITIVE SURGICAL INC
-$1.1M
0
-100%
减持
LLY
ELI LILLY & CO
-$1.1M
613
-70%
清仓
RIO
RIO TINTO PLC
-$1.1M
0
-100%
清仓
—
ACCENTURE PLC IRELAND
-$1.1M
0
-100%
减持
AAPL
APPLE INC
+$1.0M
24,511
-4%
增持
AVDE
AMERICAN CENTY ETF TR
+$1.0M
147,719
+3%
减持
COP
CONOCOPHILLIPS
+$980.9K
231,851
-1%
增持
ELV
ELEVANCE HEALTH INC FORMERLY
+$968.5K
18,928
+43%
增持
PULS
PGIM ETF TR
+$906.2K
146,545
+14%
增持
IXUS
ISHARES TR
+$875.9K
50,052
+19%
清仓
EMB
ISHARES TR
-$825.3K
0
-100%
减持
IVV
ISHARES TR
+$820.5K
17,138
-0%
增持
AFL
AFLAC INC
+$767.6K
53,836
+8%
减持
CMI
CUMMINS INC
+$750.7K
13,954
-11%
减持
GD
GENERAL DYNAMICS CORP
+$695.9K
18,667
-4%
增持
PSQO
PALMER SQUARE FUNDS TRUST
+$694.6K
869,072
+3%
减持
VLO
VALERO ENERGY CORP
+$630.0K
42,946
-14%
增持
TSLA
TESLA INC
+$620.3K
4,877
+0%
增持
XISE
FIRST TR EXCHNG TRADED FD VI
+$570.4K
136,060
+17%
增持
IWD
ISHARES TR
+$557.6K
10,193
+30%
增持
BUFR
FIRST TR EXCHNG TRADED FD VI
+$514.8K
30,583
+92%
增持
—
EXXON MOBIL CORP
+$466.3K
55,729
+3%
减持
FITB
FIFTH THIRD BANCORP
+$456.6K
134,469
-0%
减持
SPEM
SPDR INDEX SHS FDS
-$447.1K
45,382
-25%
增持
AIG
AMERICAN INTL GROUP INC
+$438.7K
71,883
+18%
增持
IWF
ISHARES TR
+$410.7K
3,844
+17%
减持
AMAT
APPLIED MATLS INC
+$407.3K
31,264
-5%
减持
PJFG
PGIM ETF TR
-$400.1K
49,766
-12%
增持
PHYL
PGIM ETF TR
+$383.2K
132,647
+8%
增持
CSL
CARLISLE COS INC
+$367.4K
16,764
+22%
减持
HERD
PACER FDS TR
-$365.5K
138,326
-11%
增持
XLF
SELECT SECTOR SPDR TR
+$356.1K
108,977
+3%
增持
VEMY
VIRTUS ETF TR II
+$334.3K
138,151
+7%
减持
NVDA
NVIDIA CORPORATION
+$327.5K
16,993
-6%
减持
—
CRH PLC
+$327.2K
12,051
-1%
减持
SLV
ISHARES SILVER TR
+$327.1K
34,459
-0%
减持
GOOG
ALPHABET INC
+$273.4K
7,418
-14%
增持
CTSH
COGNIZANT TECHNOLOGY SOLUTIO
+$262.0K
80,125
+22%
建仓
GOOGL
ALPHABET INC
+$228.8K
941
建仓
GLTR
ABRDN PRECIOUS METALS BASKET
+$226.8K
1,371
减持
LRCX
LAM RESEARCH CORP
+$226.8K
6,459
-1%
增持
TAFM
AB ACTIVE ETFS INC
+$225.0K
122,114
+6%
增持
XLY
SELECT SECTOR SPDR TR
+$223.3K
8,511
+2%
建仓
DVN
DEVON ENERGY CORP NEW
+$220.0K
6,274
增持
EVTR
MORGAN STANLEY ETF TRUST
+$216.7K
71,443
+5%
建仓
SCHG
SCHWAB STRATEGIC TR
+$213.8K
6,699
增持
TAFL
AB ACTIVE ETFS INC
+$207.2K
79,903
+9%
减持
FLIN
FRANKLIN TEMPLETON ETF TR
-$205.4K
41,383
-6%
建仓
VBK
VANGUARD INDEX FDS
+$204.2K
686
增持
NVO
NOVO-NORDISK A S
+$203.5K
22,516
+49%
建仓
AXP
AMERICAN EXPRESS CO
+$202.6K
610
增持
UBER
UBER TECHNOLOGIES INC
+$202.3K
15,824
+10%
减持
—
ASML HOLDING N V
+$201.5K
1,483
-4%
清仓
MCO
MOODYS CORP
-$200.6K
0
-100%
增持
XLV
SELECT SECTOR SPDR TR
+$197.1K
14,811
+7%
增持
SONY
SONY GROUP CORP
+$194.0K
45,605
+6%
增持
—
CHUBB LIMITED
+$186.8K
4,623
+20%
减持
INTC
INTEL CORP
+$186.0K
17,576
-2%
减持
SCHD
SCHWAB STRATEGIC TR
-$183.0K
51,054
-14%
减持
UTES
ETFIS SER TR I
+$178.9K
37,283
-4%
增持
DOV
DOVER CORP
+$168.3K
32,565
+13%
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$167.3K
6,802
-11%
增持
BX
BLACKSTONE INC
+$166.2K
7,654
+0%
增持
ABNB
AIRBNB INC
+$162.7K
10,761
+24%
增持
INDS
PACER FDS TR
+$159.1K
113,860
+3%
增持
INMU
BLACKROCK ETF TRUST II
+$157.0K
113,109
+4%
减持
FENI
FIDELITY COVINGTON TRUST
+$154.7K
128,084
-2%
增持
RY
ROYAL BK CDA
+$153.5K
9,110
+1%
增持
NVS
NOVARTIS AG
+$144.9K
11,342
+5%
增持
CAT
CATERPILLAR INC
+$144.8K
1,619
+0%
减持
MSFT
MICROSOFT CORP
+$144.3K
7,536
-0%
增持
MA
MASTERCARD INCORPORATED
+$139.8K
2,517
+9%
减持
SHYM
BLACKROCK ETF TRUST II
-$134.4K
132,499
-4%
减持
HPI
HANCOCK JOHN PFD INCOME FD
+$132.3K
103,858
-1%
增持
PANW
PALO ALTO NETWORKS INC
+$129.5K
7,230
+10%
减持
C
CITIGROUP INC
+$127.6K
59,780
-14%
增持
CRWD
CROWDSTRIKE HLDGS INC
+$116.5K
3,128
+12%
增持
—
TRANE TECHNOLOGIES PLC
+$110.7K
3,110
+13%
增持
MFC
MANULIFE FINL CORP
+$110.3K
39,750
+13%
增持
MUB
ISHARES TR
+$105.5K
3,487
+37%
减持
XLRE
SELECT SECTOR SPDR TR
-$95.1K
19,463
-12%
增持
ABBV
ABBVIE INC
+$92.4K
1,945
+1%
减持
AHR
AMERICAN HEALTHCARE REIT INC
+$91.6K
18,563
-1%
减持
VGT
VANGUARD WORLD FD
+$89.4K
1,097
-0%
减持
CDNS
CADENCE DESIGN SYSTEM INC
+$83.1K
3,835
-7%
减持
SHOP
SHOPIFY INC
+$80.8K
9,021
-17%
增持
CSCO
CISCO SYS INC
+$76.5K
91,601
+3%
减持
HR
HEALTHCARE RLTY TR
+$75.8K
43,861
-3%
增持
FSMB
FIRST TR EXCH TRADED FD III
+$74.2K
127,534
+2%
减持
CPNG
COUPANG INC
+$72.0K
43,216
-2%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$69.5K
4,038
+0%
增持
XLB
SELECT SECTOR SPDR TR
+$69.0K
13,613
+4%
减持
DASH
DOORDASH INC
+$67.4K
5,481
-5%
减持
META
META PLATFORMS INC
-$62.1K
3,207
-2%
减持
VOO
VANGUARD INDEX FDS
+$61.7K
1,435
-0%
增持
—
SPOTIFY TECHNOLOGY S A
+$61.4K
1,981
+15%
减持
KMID
VIRTUS ETF TR II
-$61.0K
33,574
-5%
减持
GE
GE AEROSPACE
+$60.3K
1,513
-1%
增持
VRP
INVESCO EXCH TRADED FD TR II
+$60.0K
74,816
+2%
增持
NFLX
NETFLIX INC
-$56.7K
1,398
+8%
增持
CVX
CHEVRON CORP NEW
+$51.1K
4,172
+0%
增持
BAC
BANK AMERICA CORP
+$49.3K
9,842
+2%
减持
SPY
SPDR S&P 500 ETF TR
-$47.9K
376
-22%
增持
WMT
WALMART INC
+$46.6K
8,651
+0%
减持
AVGO
BROADCOM INC
+$45.8K
4,181
-14%
减持
VB
VANGUARD INDEX FDS
+$44.5K
2,677
-0%
减持
LOW
LOWES COS INC
+$44.1K
1,582
-1%
减持
XLC
SELECT SECTOR SPDR TR
+$41.6K
12,828
-6%
增持
IBN
ICICI BANK LIMITED
-$40.0K
38,266
+8%
增持
OKE
ONEOK INC NEW
-$39.9K
14,220
+8%
减持
NTES
NETEASE INC
-$38.6K
8,383
-14%
减持
BKIE
BNY MELLON ETF TRUST
+$37.1K
11,270
-0%
增持
TZA
DIREXION SHS ETF TR
-$36.3K
10,238
+1%
增持
SLF
SUN LIFE FINANCIAL INC.
+$35.8K
22,074
+14%
减持
VTI
VANGUARD INDEX FDS
+$32.1K
1,447
-1%
增持
SYK
STRYKER CORPORATION
-$31.7K
1,252
+0%
增持
IWR
ISHARES TR
+$30.9K
6,469
+0%
减持
NET
CLOUDFLARE INC
+$29.8K
6,465
-7%
增持
DG
DOLLAR GEN CORP NEW
-$29.4K
2,716
+0%
减持
GEV
GE VERNOVA INC
+$29.0K
418
-3%
增持
JPM
JPMORGAN CHASE & CO.
+$28.4K
1,033
+1%
增持
AEP
AMERICAN ELEC PWR CO INC
+$26.9K
3,066
+0%
增持
COST
COSTCO WHSL CORP NEW
+$24.9K
1,783
+9%
增持
BITB
BITWISE BITCOIN ETF TR
+$24.3K
3,705
+5%
增持
INFY
INFOSYS LTD
-$24.2K
74,876
+12%
