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GREAT VALLEY ADVISOR GROUP, INC. 13F 持仓明细(2026-03-31) · 小隐寺数据中心
GREAT VALLEY ADVISOR GROUP, INC.
报告期 2026-03-31 · CIK 0001769897
持仓数
999
前50大市值合计
$2.76B
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($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
22Q2
22Q1
21Q4
21Q3
21Q2
21Q3 调仓
2021-06-30 → 2021-09-30 · 共 150 项
建仓 16
增持 94
减持 30
清仓 10
方向
标的
Δ市值
现股数(环比)
增持
FCTR
FIRST TR EXCHANGE-TRADED FD
+$20.0M
676,196
+692%
减持
FTCS
FIRST TR EXCHANGE-TRADED FD
-$18.4M
220,867
-53%
建仓
IGHG
PROSHARES TR
+$8.5M
112,897
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
LQD
ISHARES TR
-$7.8M
6,360
-90%
建仓
GXO
GXO LOGISTICS INCORPORATED
+$7.7M
98,467
清仓
COMB
GRANITESHARES ETF TR
-$6.6M
0
-100%
增持
DLN
WISDOMTREE TR
+$6.4M
150,853
+57%
增持
FTGC
FIRST TR EXCHANGE TRAD FD VI
+$6.3M
335,071
+354%
增持
XPO
XPO LOGISTICS INC
-$4.1M
97,696
+3%
增持
AAPL
APPLE INC
+$4.0M
268,498
+5%
减持
CWB
SPDR SER TR
-$4.0M
16,802
-73%
增持
SPSM
SPDR SER TR
+$3.7M
236,770
+62%
增持
SPYG
SPDR SER TR
+$3.6M
263,516
+24%
增持
TIP
ISHARES TR
+$3.1M
89,086
+37%
增持
XSOE
WISDOMTREE TR
+$2.8M
164,322
+108%
增持
IWS
ISHARES TR
+$2.7M
33,813
+250%
增持
MRNA
MODERNA INC
+$2.7M
10,711
+79%
增持
IVV
ISHARES TR
+$2.6M
41,082
+14%
增持
MSFT
MICROSOFT CORP
+$2.5M
78,999
+4%
减持
INTC
INTEL CORP
-$2.5M
53,048
-40%
减持
CAT
CATERPILLAR INC
-$2.2M
6,645
-58%
增持
FMB
FIRST TR EXCH TRADED FD III
+$2.1M
72,980
+104%
减持
GM
GENERAL MTRS CO
-$2.1M
7,631
-82%
增持
SPYM
SPDR SER TR
+$2.1M
631,656
+7%
建仓
AFGR
FIRST TR EXCHNG TRADED FD VI
+$2.1M
75,864
增持
—
LAM RESEARCH CORP
+$2.0M
5,511
+204%
减持
NUE
NUCOR CORP
-$1.9M
4,830
-81%
增持
IMCG
ISHARES TR
+$1.9M
33,336
+457%
增持
VTV
VANGUARD INDEX FDS
+$1.9M
138,199
+12%
建仓
SONO
SONOS INC
+$1.8M
54,500
增持
GOOGL
ALPHABET INC
+$1.7M
4,242
+1%
增持
CVX
CHEVRON CORP NEW
+$1.7M
49,097
+57%
增持
RDVY
FIRST TR EXCHANGE-TRADED FD
+$1.7M
200,645
+22%
增持
ROKU
ROKU INC
+$1.6M
11,650
+157%
增持
FPXI
FIRST TR EXCHANGE TRADED FD
+$1.5M
176,402
+23%
增持
SPAB
SPDR SER TR
+$1.4M
214,326
+29%
增持
DE
DEERE & CO
+$1.4M
10,323
+78%
增持
IWF
ISHARES TR
+$1.4M
65,859
+2%
增持
OKE
ONEOK INC NEW
+$1.3M
29,555
+344%
减持
EEM
ISHARES TR
-$1.3M
24,557
-48%
减持
—
EXXON MOBIL CORP
-$1.3M
43,616
-30%
增持
—
SHELL MIDSTREAM PARTNERS L P
+$1.2M
149,049
+329%
增持
QUAL
ISHARES TR
+$1.2M
39,071
+22%
增持
ITOT
ISHARES TR
+$1.2M
56,623
+27%
增持
BND
VANGUARD BD INDEX FDS
+$1.2M
78,972
+21%
减持
ANSS
ANSYS INC
-$1.1M
1,044
-76%
减持
VT
VANGUARD INTL EQUITY INDEX F
-$1.1M
82,749
-11%
增持
PAVE
GLOBAL X FDS
+$1.1M
574,637
+10%
增持
HD
HOME DEPOT INC
+$1.1M
23,281
+11%
建仓
—
UNITED STATES STL CORP NEW
+$1.0M
47,487
建仓
COP
CONOCOPHILLIPS
+$1.0M
15,194
减持
VB
VANGUARD INDEX FDS
-$975.0K
52,423
-6%
清仓
IGPT
INVESCO EXCHANGE TRADED FD T
-$955.0K
0
-100%
增持
JPM
JPMORGAN CHASE & CO
+$934.0K
61,948
+4%
增持
FPE
FIRST TR EXCH TRADED FD III
+$926.0K
77,814
+134%
增持
SPYV
SPDR SER TR
+$901.0K
175,824
+16%
减持
USMV
ISHARES TR
-$896.0K
30,963
-30%
增持
SPMD
SPDR SER TR
+$896.0K
262,386
+10%
增持
XSLV
INVESCO EXCH TRADED FD TR II
+$895.0K
75,881
+33%
增持
BX
BLACKSTONE INC
+$879.0K
20,686
+9%
增持
IWR
ISHARES TR
+$858.0K
23,158
+89%
增持
AGG
ISHARES TR
+$850.0K
172,122
+5%
增持
AMZN
AMAZON COM INC
+$842.0K
5,401
+6%
增持
VLO
VALERO ENERGY CORP
+$833.0K
19,673
+173%
增持
SCHB
SCHWAB STRATEGIC TR
+$832.0K
103,609
+5%
增持
BNDX
VANGUARD CHARLOTTE FDS
+$819.0K
95,881
+18%
建仓
JMST
J P MORGAN EXCHANGE-TRADED F
+$806.0K
15,777
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$775.0K
22,403
+16%
增持
SRLN
SSGA ACTIVE ETF TR
+$770.0K
31,387
+114%
建仓
PBF
PBF ENERGY INC
+$766.0K
59,040
增持
XOP
SPDR SER TR
+$760.0K
24,360
+48%
增持
XLRE
SELECT SECTOR SPDR TR
+$739.0K
29,235
+121%
增持
SPDW
SPDR INDEX SHS FDS
+$736.0K
100,744
+27%
减持
KBWB
INVESCO EXCH TRADED FD TR II
-$734.0K
4,434
-72%
增持
RHP
RYMAN HOSPITALITY PPTYS INC
+$708.0K
17,428
+83%
减持
SPY
SPDR S&P 500 ETF TR
-$695.0K
30,892
-6%
增持
EFA
ISHARES TR
+$684.0K
116,078
+8%
增持
IYW
ISHARES TR
+$680.0K
47,593
+2%
减持
VWO
VANGUARD INTL EQUITY INDEX F
-$678.0K
81,188
-7%
增持
CRM
SALESFORCE COM INC
+$678.0K
16,514
+5%
增持
CROX
CROCS INC
+$673.0K
13,347
+25%
建仓
FMHI
FIRST TR EXCH TRADED FD III
+$672.0K
12,053
建仓
FXD
FIRST TR EXCHANGE TRADED FD
+$672.0K
11,361
减持
QQQ
INVESCO QQQ TR
+$661.0K
77,057
-4%
增持
JPST
J P MORGAN EXCHANGE-TRADED F
+$648.0K
40,568
+46%
增持
GNRC
GENERAC HLDGS INC
+$630.0K
4,036
+61%
减持
VSDA
VICTORY PORTFOLIOS II
-$628.0K
124,634
-8%
增持
IWP
ISHARES TR
+$623.0K
39,097
+7%
增持
TSLA
TESLA INC
+$621.0K
5,291
+3%
增持
FYT
FIRST TR EXCHANGE-TRADED ALP
+$611.0K
216,280
+8%
减持
LUV
SOUTHWEST AIRLS CO
-$609.0K
20,178
-34%
清仓
LITE
LUMENTUM HLDGS INC
-$608.0K
0
-100%
减持
C
CITIGROUP INC
-$602.0K
6,290
-57%
增持
ARKK
ARK ETF TR
-$596.0K
52,242
+4%
增持
SMH
VANECK ETF TRUST
+$577.0K
3,812
+150%
减持
CLX
CLOROX CO DEL
-$575.0K
5,893
-31%
减持
COST
COSTCO WHSL CORP NEW
+$574.0K
9,736
-2%
清仓
AGCO
AGCO CORP
-$571.0K
0
-100%
减持
SIL
GLOBAL X FDS
-$569.0K
13,410
-45%
增持
IJR
ISHARES TR
+$541.0K
53,101
+14%
增持
MMM
3M CO
-$528.0K
25,906
+1%
减持
SCCO
SOUTHERN COPPER CORP
-$523.0K
9,474
-42%
增持
XMHQ
INVESCO EXCHANGE TRADED FD T
+$519.0K
143,212
+7%
减持
FIXD
FIRST TR EXCHNG TRADED FD VI
-$516.0K
37,838
-20%
增持
XLF
SELECT SECTOR SPDR TR
+$506.0K
106,243
+6%
清仓
GXDW
GLOBAL X FDS
-$497.0K
0
-100%
增持
XLC
SELECT SECTOR SPDR TR
+$494.0K
41,463
+10%
增持
ACWI
ISHARES TR
+$493.0K
282,504
+3%
增持
ABNB
AIRBNB INC
+$488.0K
9,527
+31%
增持
SPMB
SPDR SER TR
+$488.0K
95,120
+26%
减持
PAAS
PAN AMERN SILVER CORP
-$481.0K
47,886
-14%
增持
PBW
INVESCO EXCHANGE TRADED FD T
+$480.0K
9,593
+244%
增持
LNG
CHENIERE ENERGY INC
+$479.0K
13,463
+40%
增持
TFI
SPDR SER TR
+$470.0K
20,217
+84%
建仓
COIN
COINBASE GLOBAL INC
+$459.0K
2,016
增持
SCHF
SCHWAB STRATEGIC TR
+$454.0K
139,915
+11%
减持
QCLN
FIRST TR EXCHANGE-TRADED FD
-$446.0K
25,778
-13%
建仓
AZTA
BROOKS AUTOMATION INC NEW
+$446.0K
4,361
清仓
—
GENERAL ELECTRIC CO
-$446.0K
0
-100%
增持
MUB
ISHARES TR
+$445.0K
164,619
+3%
建仓
IWY
ISHARES TR
+$434.0K
2,844
增持
NEE
NEXTERA ENERGY INC
+$430.0K
59,045
+4%
减持
SLV
ISHARES SILVER TR
-$423.0K
59,921
-12%
建仓
GE
GENERAL ELECTRIC CO
+$422.0K
4,098
增持
QCOM
QUALCOMM INC
+$417.0K
14,715
+40%
增持
JSML
JANUS DETROIT STR TR
+$417.0K
54,010
+19%
增持
XLV
SELECT SECTOR SPDR TR
+$412.0K
35,176
+3%
清仓
EBND
SPDR SER TR
-$411.0K
0
-100%
建仓
KNX
KNIGHT-SWIFT TRANSN HLDGS IN
+$411.0K
8,035
增持
FISV
FISERV INC
+$410.0K
26,987
+15%
建仓
DWM
WISDOMTREE TR
+$399.0K
7,540
增持
RPV
INVESCO EXCHANGE TRADED FD T
+$397.0K
133,545
+6%
增持
VTEB
VANGUARD MUN BD FDS
+$396.0K
57,386
+15%
增持
—
ACCENTURE PLC IRELAND
+$395.0K
7,839
+8%
清仓
XMVM
INVESCO EXCHANGE TRADED FD T
-$390.0K
0
-100%
增持
LOW
LOWES COS INC
+$388.0K
19,952
+6%
增持
PG
PROCTER AND GAMBLE CO
+$383.0K
36,430
+4%
增持
XLY
SELECT SECTOR SPDR TR
+$375.0K
22,632
+5%
清仓
SMG
SCOTTS MIRACLE-GRO CO
-$374.0K
0
-100%
清仓
FCX
FREEPORT-MCMORAN INC
-$373.0K
0
-100%
增持
EFAV
ISHARES TR
+$372.0K
17,829
+39%
增持
V
VISA INC
+$369.0K
33,888
+6%
减持
ROBO
EXCHANGE TRADED CONCEPTS TR
-$366.0K
11,179
-33%
增持
VCSH
VANGUARD SCOTTSDALE FDS
+$362.0K
474,727
+1%
增持
FDX
FEDEX CORP
-$360.0K
8,995
+15%
增持
IJH
ISHARES TR
+$349.0K
19,503
+9%
增持
DECK
DECKERS OUTDOOR CORP
+$347.0K
5,269
+30%
减持
JNJ
JOHNSON & JOHNSON
-$347.0K
41,156
-3%
增持
BSV
VANGUARD BD INDEX FDS
+$347.0K
57,525
+8%
增持
VTI
VANGUARD INDEX FDS
+$346.0K
30,626
+6%
