小隐寺数据中心
概览
新闻
情绪
Reddit 热门
散户社区提及与热度榜
机构
机构目录
全部机构
机构持仓
机构真实持仓
事件
新股 IPO
定价、上市与申报追踪
内部人买卖
高管与董事交易
重大事件
并购/高管/退市等重大报告
举牌
主动或被动披露
财务
季报
10-Q 季度财报申报流
年报
10-K 年度财报申报流
公司
公司目录
上市公司高管与档案
势力阵营
即将上线
校友与资本关系图谱
人物
明星投资人
知名基金经理与持仓动向
政客交易
国会议员持仓披露
API
小隐寺主站
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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 150 项
建仓 15
增持 74
减持 47
清仓 14
方向
标的
Δ市值
现股数(环比)
减持
PSX
PHILLIPS 66
+$7.2M
208,116
-13%
清仓
C
CITIGROUP INC
-$6.8M
0
-100%
建仓
CRM
SALESFORCE INC
+$6.6M
35,560
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
SCHW
SCHWAB CHARLES CORP
+$6.6M
69,997
减持
COP
CONOCOPHILLIPS
+$6.5M
219,189
-8%
清仓
CTSH
COGNIZANT TECHNOLOGY SOLUTIO
-$6.5M
0
-100%
清仓
DOV
DOVER CORP
-$6.2M
0
-100%
建仓
BKR
BAKER HUGHES COMPANY
+$6.2M
100,844
建仓
PAB
PGIM ETF TR
+$5.2M
123,196
减持
HERD
PACER FDS TR
-$4.4M
39,413
-72%
增持
VLO
VALERO ENERGY CORP
+$3.8M
42,521
+4%
减持
PSQO
PALMER SQUARE FUNDS TR
-$3.4M
949,382
-14%
建仓
PVAL
PUTNAM ETF TRUST
+$3.1M
66,074
减持
—
EXXON MOBIL CORP
+$2.7M
54,820
-0%
减持
QDPL
PACER FDS TR
-$2.6M
977,608
-1%
减持
PULS
PGIM ETF TR
-$2.1M
108,852
-28%
建仓
XLP
SELECT SECTOR SPDR TR
+$2.1M
25,658
减持
MSFT
MICROSOFT CORP
-$2.1M
4,653
-41%
增持
PATN
PACER FDS TR
+$1.7M
628,077
+5%
增持
HON
HONEYWELL INTL INC
+$1.6M
31,170
+12%
清仓
CEG
CONSTELLATION ENERGY CORP
-$1.6M
0
-100%
清仓
AXON
AXON ENTERPRISE INC
-$1.5M
0
-100%
增持
JMEE
J P MORGAN EXCHANGE TRADED F
+$1.5M
258,399
+6%
减持
PJFG
PGIM ETF TR
-$1.4M
41,828
-15%
清仓
NVO
NOVO-NORDISK A S
-$1.4M
0
-100%
减持
JSI
JANUS DETROIT STR TR
-$1.4M
465,311
-5%
建仓
AFRM
AFFIRM HLDGS INC
+$1.4M
30,042
清仓
NOW
SERVICENOW INC
-$1.4M
0
-100%
减持
QQQ
INVESCO QQQ TR
-$1.4M
8,688
-16%
增持
GE
GE AEROSPACE
+$1.2M
5,894
+292%
建仓
APH
AMPHENOL CORP
+$1.1M
8,877
建仓
MU
MICRON TECHNOLOGY INC
+$1.1M
3,306
减持
ELV
ELEVANCE HEALTH INC FORMERLY
-$1.1M
18,304
-1%
建仓
CNI
CANADIAN NATL RY CO
+$1.1M
10,552
清仓
INFY
INFOSYS LTD
-$1.0M
0
-100%
建仓
—
ASTRAZENECA PLC
+$1.0M
5,181
减持
AMAT
APPLIED MATLS INC
-$1.0M
18,111
-35%
减持
INDS
PACER FDS TR
-$997.3K
89,069
-23%
减持
UTES
ETFIS SER TR I
-$933.1K
25,608
-32%
增持
XLV
SELECT SECTOR SPDR TR
+$921.4K
27,536
+37%
增持
PTRB
PGIM ETF TR
+$879.2K
500,079
+6%
增持
SPAB
SPDR SERIES TRUST
+$793.3K
507,679
+7%
减持
XLY
SELECT SECTOR SPDR TR
-$696.6K
17,220
-20%
增持
INMU
BLACKROCK ETF TRUST II
+$687.6K
161,228
+22%
减持
KMID
VIRTUS ETF TR II
-$664.1K
8,647
-76%
增持
FLIN
FRANKLIN TEMPLETON ETF TR
+$566.6K
67,900
+55%
增持
DASH
DOORDASH INC
-$549.3K
8,169
+4%
减持
XLB
SELECT SECTOR SPDR TR
-$529.7K
43,290
-27%
建仓
HAL
HALLIBURTON CO
+$496.5K
12,734
增持
AIG
AMERICAN INTL GROUP INC
-$481.3K
76,956
+5%
增持
IVV
ISHARES TR
-$465.0K
17,098
+1%
减持
TSLA
TESLA INC
-$429.3K
4,750
-3%
建仓
VPL
VANGUARD INTL EQUITY INDEX F
+$397.5K
4,067
增持
XLF
SELECT SECTOR SPDR TR
-$396.9K
117,110
+4%
增持
AAPL
APPLE INC
-$385.3K
23,845
+1%
增持
—
EATON CORP PLC
+$354.9K
4,776
+12%
增持
COST
COSTCO WHOLESALE CORPORATION
+$354.1K
2,133
+4%
增持
AFL
AFLAC INC
+$336.5K
55,684
+6%
减持
GOOG
ALPHABET INC
-$323.7K
6,921
-6%
减持
—
CRH PLC
-$322.3K
11,327
-7%
增持
NFLX
NETFLIX INC.
+$312.1K
20,326
+16%
增持
SHOP
SHOPIFY INC
-$303.8K
9,571
+7%
增持
FELV
FIDELITY COVINGTON TRUST
+$298.2K
214,451
+3%
增持
META
META PLATFORMS INC
-$297.5K
3,690
+1%
增持
GD
GENERAL DYNAMICS CORP
+$297.4K
18,140
+3%
增持
BX
BLACKSTONE INC
-$296.0K
7,736
+1%
清仓
OXY
OCCIDENTAL PETE CORP
-$287.9K
0
-100%
增持
NET
CLOUDFLARE INC
+$272.8K
8,020
+14%
减持
RY
ROYAL BK CDA
-$268.7K
7,973
-13%
减持
AVDE
AMERICAN CENTY ETF TR
+$257.0K
146,838
-1%
建仓
AGG
ISHARES TR
+$252.0K
2,539
增持
LRCX
LAM RESEARCH CORP
+$243.5K
5,474
+1%
清仓
KRG
KITE RLTY GROUP TR
-$243.2K
0
-100%
增持
OKE
ONEOK INC NEW
+$241.0K
14,265
+0%
增持
BUFR
FIRST TR EXCHNG TRADED FD VI
+$229.7K
20,845
+51%
增持
CAT
CATERPILLAR INC
+$228.4K
1,642
+1%
清仓
AXP
AMERICAN EXPRESS CO
-$225.7K
0
-100%
减持
ABBV
ABBVIE INC
-$222.8K
1,172
-44%
清仓
CUZ
COUSINS PPTYS INC
-$220.1K
0
-100%
清仓
SCHG
SCHWAB STRATEGIC TR
-$218.7K
0
-100%
增持
VONG
VANGUARD SCOTTSDALE FDS
-$217.7K
64,018
+8%
建仓
BUFY
FIRST TR EXCHNG TRADED FD VI
+$211.2K
9,435
增持
MA
MASTERCARD INCORPORATED
-$206.3K
3,057
+1%
清仓
MCO
MOODYS CORP
-$204.3K
0
-100%
增持
FYEE
FIDELITY GREENWOOD STREET TR
-$203.9K
283,312
+3%
减持
FENI
FIDELITY COVINGTON TRUST
-$202.6K
119,686
-6%
增持
NTES
NETEASE COM INC
-$196.7K
9,644
+4%
增持
VEMY
VIRTUS ETF TR II
+$182.2K
148,086
+5%
增持
PHYL
PGIM ETF TR
+$169.0K
148,164
+6%
增持
SPEM
SPDR INDEX SHS FDS
+$168.5K
51,063
+7%
增持
NVDA
NVIDIA CORPORATION
-$166.3K
17,764
+1%
增持
APA
APA CORPORATION
+$162.0K
8,964
+0%
增持
CSCO
CISCO SYS INC
+$149.0K
88,496
+1%
增持
—
TRANE TECHNOLOGIES PLC
+$133.5K
3,265
+4%
增持
MELI
MERCADOLIBRE INC
-$131.0K
770
+6%
增持
AMZN
AMAZON COM INC
-$130.1K
11,910
+5%
减持
VGT
VANGUARD WORLD FD
-$129.4K
1,001
-9%
增持
IWF
ISHARES TR
-$128.1K
3,549
+2%
减持
VALE
VALE S A
-$127.9K
90,528
-25%
减持
CVX
CHEVRON CORPORATION
+$127.8K
3,604
-11%
减持
MFC
MANULIFE FINL CORP
-$126.7K
38,320
-4%
增持
CDNS
CADENCE DESIGN SYSTEM INC
-$126.5K
5,021
+3%
减持
FITB
FIFTH THIRD BANCORP
-$121.0K
132,024
-1%
增持
IWD
ISHARES TR
+$119.8K
10,153
+4%
增持
AVGO
BROADCOM INC
-$118.0K
4,786
+4%
增持
HYDB
ISHARES TR
+$112.5K
45,586
+7%
增持
XIMR
FIRST TR EXCHNG TRADED FD VI
+$108.0K
28,812
+15%
增持
IBN
ICICI BANK LIMITED
-$106.4K
44,229
+5%
增持
T
AT&T INC
+$105.9K
23,321
+2%
减持
INTC
INTEL CORP
+$103.2K
14,479
-0%
增持
SONY
SONY GROUP CORP
-$101.9K
52,607
+13%
减持
HPI
HANCOCK JOHN PFD INCOME FD
-$100.0K
100,111
-3%
减持
XISE
FIRST TR EXCHNG TRADED FD VI
-$94.5K
139,824
-1%
增持
GEV
GE VERNOVA INC
+$93.0K
418
+0%
增持
LLY
ELI LILLY & CO
-$92.9K
615
+0%
增持
XLE
SELECT SECTOR SPDR TR
+$91.2K
5,494
+0%
增持
SHYM
BLACKROCK ETF TRUST II
+$90.8K
145,657
+4%
减持
HR
HEALTHCARE RLTY TR
-$90.8K
37,497
-13%
增持
ANET
ARISTA NETWORKS INC
-$90.5K
12,828
+1%
增持
DVN
DEVON ENERGY CORP NEW
+$86.6K
6,299
+0%
减持
IXUS
ISHARES TR
+$78.7K
49,799
-0%
减持
NVS
NOVARTIS AG
+$74.2K
10,826
-5%
减持
WMT
WALMART INC
+$72.0K
8,459
-4%
减持
—
ASML HLDG NV
+$68.6K
1,160
-15%
减持
TSM
TAIWAN SEMICONDUCTOR MANUFAC
+$67.2K
5,927
-7%
减持
VRTX
VERTEX PHARMACEUTICALS INC
-$65.8K
3,527
-3%
增持
CRWD
CROWDSTRIKE HLDGS INC
-$63.3K
3,686
+15%
增持
IBM
INTERNATIONAL BUSINESS MACHS
-$60.0K
1,242
+2%
增持
CPNG
COUPANG INC
+$59.7K
79,920
+30%
增持
BAC
BANK AMERICA CORP
-$59.3K
9,878
+0%
减持
CMI
CUMMINS INC
+$58.6K
12,254
-4%
减持
DG
DOLLAR GEN CORP
-$57.4K
2,509
-6%
减持
VBK
VANGUARD INDEX FDS
-$55.0K
675
-21%
减持
BKIE
BNY MELLON ETF TRUST
-$52.7K
9,730
-6%
增持
XLRE
SELECT SECTOR SPDR TR
+$49.2K
21,159
+5%
增持
JEPQ
J P MORGAN EXCHANGE TRADED F
-$48.6K
143,668
+4%
增持
AEP
AMERICAN ELEC PWR CO INC
+$48.5K
3,068
+0%
增持
SPY
STATE STR SPDR S&P 500 ETF T
+$44.1K
460
+23%
减持
VB
VANGUARD INDEX FDS
-$43.8K
2,423
-8%
增持
DIS
DISNEY WALT CO
-$42.0K
2,460
+0%
增持
BUFQ
FIRST TR EXCHNG TRADED FD VI
+$41.0K
6,865
+22%
增持
HYFI
AB ACTIVE ETFS INC
+$40.3K
130,928
+2%
减持
IWP
ISHARES TR
-$39.6K
3,159
-3%
增持
PG
PROCTER & GAMBLE CO
+$38.8K
1,742
+17%
减持
SCHD
SCHWAB STRATEGIC TR
+$37.7K
48,839
-8%
增持
VOO
VANGUARD INDEX FDS
+$35.1K
1,545
+9%
增持
WFC
WELLS FARGO & CO
-$33.3K
3,103
+3%
增持
UBER
UBER TECHNOLOGIES INC
-$25.2K
20,008
+12%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$24.2K
4,240
+6%
增持
F
FORD MTR CO
-$23.2K
15,281
+0%
