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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
21Q4 调仓
2021-09-30 → 2021-12-31 · 共 150 项
建仓 18
增持 90
减持 30
清仓 12
方向
标的
Δ市值
现股数(环比)
增持
SPYV
SPDR SER TR
+$11.2M
431,341
+145%
建仓
SPHQ
INVESCO EXCHANGE TRADED FD T
+$10.0M
188,751
增持
AAPL
APPLE INC
+$8.6M
274,718
+2%
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
IGHG
PROSHARES TR
-$8.5M
0
-100%
增持
SPDW
SPDR INDEX SHS FDS
+$8.0M
319,123
+217%
建仓
COMB
GRANITESHARES ETF TR
+$7.6M
296,491
增持
QQQ
INVESCO QQQ TR
+$7.1M
91,269
+18%
减持
FTGC
FIRST TR EXCHANGE TRAD FD VI
-$5.6M
105,582
-68%
增持
SPYM
SPDR SER TR
+$5.6M
670,846
+6%
增持
MSFT
MICROSOFT CORP
+$5.3M
85,290
+8%
增持
DIA
SPDR DOW JONES INDL AVERAGE
+$4.9M
20,401
+175%
减持
FPXI
FIRST TR EXCHANGE TRADED FD
-$4.8M
111,580
-37%
增持
DVN
DEVON ENERGY CORP NEW
+$4.7M
116,959
+882%
增持
MO
ALTRIA GROUP INC
+$4.3M
111,070
+406%
增持
—
ACCENTURE PLC IRELAND
+$4.1M
16,168
+106%
增持
NVDA
NVIDIA CORPORATION
+$3.9M
33,223
+19%
增持
DLN
WISDOMTREE TR
-$3.6M
211,521
+40%
减持
MRNA
MODERNA INC
-$3.4M
2,713
-75%
增持
XLF
SELECT SECTOR SPDR TR
+$3.4M
191,321
+80%
增持
NUE
NUCOR CORP
+$3.3M
32,783
+579%
增持
FCTR
FIRST TR EXCHANGE-TRADED FD
+$3.3M
738,520
+9%
减持
ROKU
ROKU INC
-$3.1M
2,612
-78%
建仓
SPIP
SPDR SER TR
+$3.0M
93,788
增持
SQ
BLOCK INC
-$2.9M
47,238
+7%
增持
PFE
PFIZER INC
+$2.8M
119,203
+27%
建仓
FALN
ISHARES TR
+$2.7M
89,734
增持
JPM
JPMORGAN CHASE & CO
+$2.7M
80,341
+30%
建仓
JETS
ETF SER SOLUTIONS
+$2.6M
123,155
增持
SPYG
SPDR SER TR
+$2.5M
271,251
+3%
增持
VUG
VANGUARD INDEX FDS
+$2.3M
69,325
+1%
减持
EXAS
EXACT SCIENCES CORP
-$2.2M
9,179
-70%
建仓
PSCC
INVESCO EXCH TRADED FD TR II
+$2.2M
19,664
增持
JNJ
JOHNSON & JOHNSON
+$2.1M
52,221
+27%
减持
HD
HOME DEPOT INC
-$2.1M
15,172
-35%
减持
DE
DEERE & CO
-$2.1M
4,057
-61%
增持
SPMD
SPDR SER TR
+$2.1M
285,140
+9%
建仓
DRIV
GLOBAL X FDS
+$2.1M
67,740
增持
PEP
PEPSICO INC
+$2.0M
41,289
+27%
减持
ARKK
ARK ETF TR
-$1.9M
38,359
-27%
增持
GM
GENERAL MTRS CO
+$1.9M
39,361
+416%
增持
ACWI
ISHARES TR
+$1.8M
284,230
+1%
增持
TSLA
TESLA INC
+$1.8M
5,972
+13%
减持
META
META PLATFORMS INC
-$1.8M
10,624
-32%
增持
RDVY
FIRST TR EXCHANGE-TRADED FD
+$1.7M
218,164
+9%
增持
VZ
VERIZON COMMUNICATIONS INC
+$1.7M
108,290
+46%
增持
SPY
SPDR S&P 500 ETF TR
+$1.7M
35,685
+16%
减持
PAVE
GLOBAL X FDS
+$1.6M
563,531
-2%
减持
YUM
YUM BRANDS INC
-$1.6M
4,783
-74%
增持
CVX
CHEVRON CORP NEW
+$1.6M
56,178
+14%
增持
ITOT
ISHARES TR
+$1.5M
66,494
+17%
增持
VTV
VANGUARD INDEX FDS
+$1.5M
140,025
+1%
建仓
PSLV
SPROTT PHYSICAL SILVER TR
+$1.5M
184,665
增持
FYT
FIRST TR EXCHANGE-TRADED ALP
+$1.4M
230,329
+6%
清仓
CWB
SPDR SER TR
-$1.4M
0
-100%
减持
ADBE
ADOBE SYSTEMS INCORPORATED
-$1.4M
4,003
-37%
增持
UNH
UNITEDHEALTH GROUP INC
+$1.4M
18,160
+1%
建仓
CACC
CREDIT ACCEP CORP MICH
+$1.3M
1,958
增持
MUB
ISHARES TR
+$1.3M
175,841
+7%
增持
QCOM
QUALCOMM INC
+$1.3M
18,164
+23%
增持
FMB
FIRST TR EXCH TRADED FD III
+$1.3M
95,438
+31%
减持
FTCS
FIRST TR EXCHANGE-TRADED FD
+$1.3M
218,524
-1%
增持
SPSM
SPDR SER TR
+$1.3M
254,616
+8%
增持
XMHQ
INVESCO EXCHANGE TRADED FD T
+$1.2M
151,086
+5%
建仓
CAR
AVIS BUDGET GROUP
+$1.2M
5,905
增持
RPV
INVESCO EXCHANGE TRADED FD T
+$1.2M
140,228
+5%
增持
XLP
SELECT SECTOR SPDR TR
+$1.2M
32,009
+91%
增持
PG
PROCTER AND GAMBLE CO
+$1.2M
39,129
+7%
增持
MTB
M & T BK CORP
+$1.1M
10,400
+247%
增持
AGG
ISHARES TR
+$1.1M
183,092
+6%
建仓
PHYS
SPROTT PHYSICAL GOLD TR
+$1.1M
77,425
清仓
—
UNITED STATES STL CORP NEW
-$1.0M
0
-100%
增持
AMZN
AMAZON COM INC
+$1.0M
5,653
+5%
建仓
AA
ALCOA CORP
+$1.0M
16,856
增持
GXO
GXO LOGISTICS INCORPORATED
+$1.0M
108,216
+10%
减持
LOW
LOWES COS INC
+$998.0K
19,825
-1%
建仓
GS
GOLDMAN SACHS GROUP INC
+$952.0K
2,489
增持
GE
GENERAL ELECTRIC CO
+$935.0K
14,290
+249%
清仓
XME
SPDR SER TR
-$891.0K
0
-100%
建仓
DGRO
ISHARES TR
+$885.0K
15,923
减持
BND
VANGUARD BD INDEX FDS
-$870.0K
69,314
-12%
减持
IWF
ISHARES TR
+$867.0K
65,229
-1%
增持
GOOGL
ALPHABET INC
+$861.0K
4,325
+2%
增持
TIP
ISHARES TR
+$858.0K
94,686
+6%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$811.0K
40,175
+2%
建仓
MSOS
ADVISORSHARES TR
+$800.0K
31,273
增持
ABT
ABBOTT LABS
+$774.0K
26,561
+13%
增持
MOAT
VANECK ETF TRUST
+$767.0K
94,754
+8%
清仓
PBF
PBF ENERGY INC
-$766.0K
0
-100%
减持
XLK
SELECT SECTOR SPDR TR
+$754.0K
47,385
-1%
减持
COST
COSTCO WHSL CORP NEW
+$752.0K
9,531
-2%
增持
OKE
ONEOK INC NEW
+$718.0K
41,389
+40%
增持
TFI
SPDR SER TR
+$710.0K
33,878
+68%
增持
VTI
VANGUARD INDEX FDS
+$708.0K
31,125
+2%
增持
ENPH
ENPHASE ENERGY INC
+$703.0K
9,693
+36%
增持
CDC
VICTORY PORTFOLIOS II
+$702.0K
111,925
+2%
增持
IVW
ISHARES TR
+$696.0K
38,832
+13%
减持
XPO
XPO LOGISTICS INC
-$696.0K
88,953
-9%
增持
VSDA
VICTORY PORTFOLIOS II
+$673.0K
127,240
+2%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$669.0K
2,639
+39%
减持
ABBV
ABBVIE INC
+$652.0K
37,621
-0%
增持
SPGM
SPDR INDEX SHS FDS
+$648.0K
29,723
+52%
增持
SPG
SIMON PPTY GROUP INC NEW
+$645.0K
18,726
+4%
建仓
—
LIVENT CORP
+$640.0K
26,235
增持
IVE
ISHARES TR
+$634.0K
17,018
+22%
减持
LNG
CHENIERE ENERGY INC
-$631.0K
6,744
-50%
增持
DIS
DISNEY WALT CO
+$629.0K
42,511
+17%
增持
FAST
FASTENAL CO
+$628.0K
44,931
+4%
增持
USMV
ISHARES TR
+$628.0K
36,119
+17%
清仓
JNK
SPDR SER TR
-$620.0K
0
-100%
增持
ZTS
ZOETIS INC
+$617.0K
12,112
+3%
减持
—
LAM RESEARCH CORP
+$614.0K
5,218
-5%
增持
COIN
COINBASE GLOBAL INC
+$608.0K
4,276
+112%
增持
IJR
ISHARES TR
+$604.0K
56,029
+6%
增持
BAC
BK OF AMERICA CORP
+$602.0K
102,669
+10%
增持
XSD
SPDR SER TR
+$599.0K
4,749
+69%
增持
VB
VANGUARD INDEX FDS
+$589.0K
53,759
+3%
清仓
EBAY
EBAY INC.
-$586.0K
0
-100%
建仓
DRI
DARDEN RESTAURANTS INC
+$586.0K
3,885
清仓
ARKG
ARK ETF TR
-$583.0K
0
-100%
增持
AMD
ADVANCED MICRO DEVICES INC
+$583.0K
10,062
+52%
增持
LLY
LILLY ELI & CO
+$579.0K
13,233
+1%
减持
IWB
ISHARES TR
+$570.0K
26,390
-0%
增持
VCSH
VANGUARD SCOTTSDALE FDS
+$542.0K
488,108
+3%
减持
NEE
NEXTERA ENERGY INC
+$535.0K
58,893
-0%
增持
F
FORD MTR CO DEL
+$517.0K
43,675
+67%
增持
RHP
RYMAN HOSPITALITY PPTYS INC
+$516.0K
21,475
+23%
减持
SCHF
SCHWAB STRATEGIC TR
-$514.0K
126,077
-10%
增持
XLG
INVESCO EXCHANGE TRADED FD T
+$513.0K
7,221
+11%
减持
XLB
SELECT SECTOR SPDR TR
+$512.0K
59,213
-1%
清仓
SPTS
SPDR SER TR
-$503.0K
0
-100%
增持
VO
VANGUARD INDEX FDS
+$488.0K
40,384
+0%
增持
SYNA
SYNAPTICS INC
+$485.0K
2,772
+57%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$480.0K
18,918
-16%
增持
VTEB
VANGUARD MUN BD FDS
+$479.0K
65,992
+15%
增持
IEFA
ISHARES TR
+$448.0K
59,080
+11%
清仓
AZTA
BROOKS AUTOMATION INC NEW
-$446.0K
0
-100%
清仓
SLX
VANECK ETF TRUST
-$443.0K
0
-100%
减持
SCHB
SCHWAB STRATEGIC TR
+$441.0K
102,819
-1%
增持
IEF
ISHARES TR
+$432.0K
20,163
+23%
清仓
SHYD
VANECK ETF TRUST
-$420.0K
0
-100%
减持
XNQPX
NUVEEN PENNSYLVANIA QLT MUN
-$418.0K
13,606
-68%
增持
SHYG
ISHARES TR
+$416.0K
402,971
+3%
建仓
REMX
VANECK ETF TRUST
+$415.0K
3,700
增持
SMH
VANECK ETF TRUST
+$407.0K
4,482
+18%
减持
SLV
ISHARES SILVER TR
-$407.0K
38,258
-36%
增持
SCHP
SCHWAB STRATEGIC TR
+$404.0K
197,987
+3%
增持
ABNB
AIRBNB INC
+$404.0K
12,028
+26%
增持
DECK
DECKERS OUTDOOR CORP
+$401.0K
6,277
+19%
增持
FISV
FISERV INC
+$401.0K
32,073
+19%
增持
CSX
CSX CORP
+$397.0K
54,310
+0%
