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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
25Q4 调仓
2025-09-30 → 2025-12-31 · 共 150 项
建仓 10
增持 76
减持 53
清仓 11
方向
标的
Δ市值
现股数(环比)
清仓
SMTH
ALPS ETF TR
-$12.5M
0
-100%
清仓
CSL
CARLISLE COS INC
-$5.5M
0
-100%
建仓
HON
HONEYWELL INTL INC
+$5.4M
27,813
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。
增持
JSI
JANUS DETROIT STR TR
+$5.4M
487,299
+27%
增持
PSQO
PALMER SQUARE FUNDS TRUST
+$5.0M
1,108,459
+28%
清仓
FSMB
FIRST TR EXCH TRADED FD III
-$2.6M
0
-100%
减持
PSX
PHILLIPS 66
-$1.8M
238,287
-1%
建仓
SOLS
SOLSTICE ADVANCED MATLS INC
+$1.7M
35,895
建仓
ANET
ARISTA NETWORKS INC
+$1.7M
12,711
清仓
XLC
SELECT SECTOR SPDR TR
-$1.5M
0
-100%
增持
XLB
SELECT SECTOR SPDR TR
+$1.5M
59,380
+336%
清仓
SLV
ISHARES SILVER TR
-$1.5M
0
-100%
减持
DIS
DISNEY WALT CO
-$1.4M
2,453
-83%
清仓
SAP
SAP SE
-$1.3M
0
-100%
清仓
ABNB
AIRBNB INC
-$1.3M
0
-100%
减持
CTSH
COGNIZANT TECHNOLOGY SOLUTIO
+$1.2M
78,844
-2%
建仓
BABA
ALIBABA GROUP HLDG LTD
+$1.2M
7,925
增持
QDPL
PACER FDS TR
+$1.1M
985,157
+1%
增持
XLV
SELECT SECTOR SPDR TR
+$1.1M
20,127
+36%
减持
AMAT
APPLIED MATLS INC
+$792.4K
27,991
-10%
减持
DOV
DOVER CORP
+$777.8K
31,810
-2%
减持
C
CITIGROUP INC
+$723.5K
58,198
-3%
增持
FELV
FIDELITY COVINGTON TRUST
+$699.2K
207,393
+7%
增持
PTRB
PGIM ETF TR
+$670.5K
472,860
+4%
减持
CMI
CUMMINS INC
+$640.5K
12,801
-8%
减持
VLO
VALERO ENERGY CORP
-$629.8K
41,048
-4%
增持
AIG
AMERICAN INTL GROUP INC
+$626.6K
73,317
+2%
增持
SPAB
SPDR SERIES TRUST
+$624.4K
474,308
+6%
减持
BUFR
FIRST TR EXCHNG TRADED FD VI
-$547.8K
13,843
-55%
增持
AVDE
AMERICAN CENTY ETF TR
+$545.7K
148,211
+0%
增持
XLY
SELECT SECTOR SPDR TR
+$533.7K
21,550
+153%
清仓
JEPI
J P MORGAN EXCHANGE TRADED F
-$531.7K
0
-100%
减持
PATN
PACER FDS TR
+$524.6K
598,334
-1%
减持
GOOG
ALPHABET INC
+$502.5K
7,359
-1%
增持
VONG
VANGUARD SCOTTSDALE FDS
+$461.3K
59,465
+6%
增持
INMU
BLACKROCK ETF TRUST II
+$460.1K
131,752
+16%
增持
COP
CONOCOPHILLIPS
+$457.9K
239,170
+3%
减持
CSCO
CISCO SYS INC
+$450.1K
87,206
-5%
减持
GD
GENERAL DYNAMICS CORP
-$436.9K
17,610
-6%
增持
SCHF
SCHWAB STRATEGIC TR
+$386.0K
27,888
+128%
减持
ELV
ELEVANCE HEALTH INC FORMERLY
+$356.5K
18,464
-2%
增持
HERD
PACER FDS TR
+$354.7K
142,989
+3%
增持
VRTX
VERTEX PHARMACEUTICALS INC
+$354.6K
3,619
+10%
增持
JMEE
J P MORGAN EXCHANGE TRADED F
+$321.3K
244,813
+1%
减持
—
EXXON MOBIL CORP
+$320.2K
54,874
-2%
增持
XLF
SELECT SECTOR SPDR TR
+$308.1K
112,811
+4%
增持
MA
MASTERCARD INCORPORATED
+$302.1K
3,037
+21%
建仓
OXY
OCCIDENTAL PETE CORP
+$287.9K
7,003
增持
DASH
DOORDASH INC
+$285.1K
7,841
+43%
增持
JEPQ
J P MORGAN EXCHANGE TRADED F
+$284.5K
138,077
+3%
清仓
ORLY
OREILLY AUTOMOTIVE INC
-$283.0K
0
-100%
建仓
AMD
ADVANCED MICRO DEVICES INC
+$265.6K
1,240
增持
FYEE
FIDELITY GREENWOOD STREET TR
+$264.7K
275,109
+1%
减持
FITB
FIFTH THIRD BANCORP
+$264.2K
133,620
-1%
减持
QQQ
INVESCO QQQ TR
-$257.9K
10,367
-6%
减持
AFL
AFLAC INC
-$240.9K
52,350
-3%
增持
—
EATON CORP PLC
-$234.2K
4,249
+0%
清仓
BITB
BITWISE BITCOIN ETF TR
-$230.5K
0
-100%
增持
HYFI
AB ACTIVE ETFS INC
+$229.7K
128,497
+6%
增持
AXON
AXON ENTERPRISE INC
+$227.9K
2,658
+49%
建仓
JNJ
JOHNSON & JOHNSON
+$225.4K
1,089
增持
AVGO
BROADCOM INC
+$220.0K
4,621
+11%
增持
PHYL
PGIM ETF TR
+$219.8K
139,852
+5%
建仓
APA
APA CORPORATION
+$218.4K
8,930
增持
CEG
CONSTELLATION ENERGY CORP
+$217.8K
4,390
+8%
增持
RY
ROYAL BK CDA
+$216.5K
9,142
+0%
增持
MFC
MANULIFE FINL CORP
+$208.2K
39,869
+0%
增持
PULS
PGIM ETF TR
+$206.9K
151,426
+3%
建仓
MCO
MOODYS CORP
+$204.3K
400
建仓
BUFQ
FIRST TR EXCHNG TRADED FD VI
+$201.5K
5,621
增持
EVTR
MORGAN STANLEY ETF TRUST
+$199.1K
75,239
+5%
减持
AAPL
APPLE INC
+$195.6K
23,677
-3%
减持
LLY
ELI LILLY & CO
+$190.2K
612
-0%
减持
INFY
INFOSYS LTD
-$184.7K
57,998
-23%
增持
CDNS
CADENCE DESIGN SYSTEM INC
+$174.6K
4,868
+27%
增持
XISE
FIRST TR EXCHNG TRADED FD VI
+$172.7K
140,953
+4%
减持
IVV
ISHARES TR
+$163.1K
16,984
-1%
增持
CAT
CATERPILLAR INC
+$162.4K
1,632
+1%
减持
IWF
ISHARES TR
-$159.1K
3,468
-10%
增持
SHYM
BLACKROCK ETF TRUST II
+$156.5K
140,258
+6%
增持
NVO
NOVO-NORDISK A S
+$151.0K
27,523
+22%
增持
—
CHUBB LIMITED
+$149.0K
4,658
+1%
增持
FLIN
FRANKLIN TEMPLETON ETF TR
+$145.8K
43,768
+6%
减持
FENI
FIDELITY COVINGTON TRUST
+$136.1K
127,252
-1%
减持
T
AT&T INC
-$135.4K
22,954
-8%
减持
VALE
VALE S A
+$134.1K
120,355
-9%
增持
UTES
ETFIS SER TR I
-$131.7K
37,735
+1%
减持
HPI
HANCOCK JOHN PFD INCOME FD
-$131.2K
103,195
-1%
增持
NVS
NOVARTIS AG
+$124.9K
11,456
+1%
增持
SONY
SONY GROUP CORP
-$122.1K
46,518
+2%
增持
BX
BLACKSTONE INC
-$122.1K
7,692
+0%
增持
COST
COSTCO WHSL CORP NEW
+$120.9K
2,054
+15%
减持
XIDE
FIRST TR EXCHNG TRADED FD VI
-$120.9K
68,031
-5%
增持
SLF
SUN LIFE FINANCIAL INC.
+$117.3K
23,115
+5%
增持
NOW
SERVICENOW INC
+$106.6K
8,866
+552%
减持
IXUS
ISHARES TR
+$102.6K
50,046
-0%
增持
SPEM
SPDR INDEX SHS FDS
+$102.6K
47,573
+5%
减持
SHOP
SHOPIFY INC
+$98.5K
8,940
-1%
增持
IBN
ICICI BANK LIMITED
+$95.2K
42,012
+10%
增持
VEMY
VIRTUS ETF TR II
+$94.9K
140,493
+2%
增持
NVDA
NVIDIA CORPORATION
+$93.8K
17,503
+3%
增持
MSFT
MICROSOFT CORP
-$92.3K
7,880
+5%
增持
HYDB
ISHARES TR
+$91.5K
42,410
+6%
增持
WMT
WALMART INC
+$87.6K
8,789
+2%
增持
UBER
UBER TECHNOLOGIES INC
-$85.9K
17,922
+13%
增持
—
TRANE TECHNOLOGIES PLC
-$85.1K
3,153
+1%
清仓
TZA
DIREXION SHS ETF TR
-$84.1K
0
-100%
增持
GOOGL
ALPHABET INC
+$74.5K
969
+3%
减持
DG
DOLLAR GEN CORP NEW
+$74.5K
2,676
-1%
减持
SYK
STRYKER CORPORATION
-$74.5K
1,105
-12%
增持
MELI
MERCADOLIBRE INC
+$74.2K
726
+22%
增持
—
CRH PLC
+$68.0K
12,123
+1%
增持
SCHD
SCHWAB STRATEGIC TR
+$67.0K
53,253
+4%
减持
HR
HEALTHCARE RLTY TR
-$62.9K
42,944
-2%
减持
LRCX
LAM RESEARCH CORP
+$61.1K
5,409
-16%
增持
—
SPOTIFY TECHNOLOGY S A
+$60.9K
2,486
+25%
减持
GLW
CORNING INC
-$60.2K
5,066
-18%
减持
MUB
ISHARES TR
-$59.8K
2,909
-17%
减持
PZA
INVESCO EXCH TRADED FD TR II
-$58.3K
17,831
-13%
减持
FMB
FIRST TR EXCH TRADED FD III
-$58.2K
8,231
-13%
增持
CPNG
COUPANG INC
+$57.6K
61,433
+42%
增持
VBK
VANGUARD INDEX FDS
+$54.7K
857
+25%
减持
INTC
INTEL CORP
-$53.9K
14,519
-17%
增持
META
META PLATFORMS INC
+$53.5K
3,649
+14%
减持
HD
HOME DEPOT INC
-$50.1K
641
-4%
减持
BKIE
BNY MELLON ETF TRUST
-$47.4K
10,391
-8%
减持
AMZN
AMAZON COM INC
+$42.5K
11,310
-3%
增持
KMID
VIRTUS ETF TR II
+$41.9K
35,693
+6%
增持
XLK
SELECT SECTOR SPDR TR
+$41.8K
2,117
+127%
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$36.0K
6,370
-6%
增持
NFLX
NETFLIX INC
-$33.9K
17,515
+1153%
减持
BAC
BANK AMERICA CORP
+$33.2K
9,834
-0%
增持
INDS
PACER FDS TR
+$33.0K
116,413
+2%
减持
LOW
LOWES COS INC
-$32.0K
1,516
-4%
增持
CRWD
CROWDSTRIKE HLDGS INC
-$31.5K
3,205
+2%
减持
WM
WASTE MGMT INC DEL
-$31.2K
1,562
-8%
减持
AHR
AMERICAN HEALTHCARE REIT INC
-$30.8K
15,916
-14%
减持
CVX
CHEVRON CORP NEW
-$29.9K
4,054
-3%
减持
—
ASML HOLDING N V
+$27.9K
1,368
-8%
增持
ABBV
ABBVIE INC
+$27.4K
2,091
+8%
增持
TSLA
TESLA INC
+$26.2K
4,881
+0%
减持
IWD
ISHARES TR
-$25.6K
9,744
-4%
减持
WFC
WELLS FARGO CO NEW
+$25.0K
3,008
-1%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$22.5K
3,994
-1%
增持
IWR
ISHARES TR
+$21.6K
6,713
+4%
减持
GEV
GE VERNOVA INC
+$14.9K
416
-0%
增持
XLE
SELECT SECTOR SPDR TR
-$14.3K
5,488
+89%
增持
VTI
VANGUARD INDEX FDS
+$13.3K
1,456
+1%
增持
PG
PROCTER AND GAMBLE CO
-$10.9K
1,485
+2%
增持
OKE
ONEOK INC NEW
+$10.7K
14,263
+0%
