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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
22Q4 调仓
2022-09-30 → 2022-12-31 · 共 150 项
建仓 18
增持 82
减持 39
清仓 11
方向
标的
Δ市值
现股数(环比)
增持
VCIT
VANGUARD SCOTTSDALE FDS
+$29.6M
953,820
+63%
建仓
PULS
PGIM ETF TR
+$18.7M
380,509
减持
VCSH
VANGUARD SCOTTSDALE FDS
-$17.0M
11,435
-95%
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
SCHP
SCHWAB STRATEGIC TR
-$10.6M
7,007
-97%
清仓
FPXI
FIRST TR EXCHANGE TRADED FD
-$9.8M
0
-100%
增持
AMZN
AMAZON COM INC
-$8.0M
312,492
+3%
增持
BIL
SPDR SER TR
+$7.9M
95,648
+914%
增持
SCHD
SCHWAB STRATEGIC TR
+$7.5M
113,546
+613%
增持
XLV
SELECT SECTOR SPDR TR
+$7.5M
119,695
+65%
减持
XLE
SELECT SECTOR SPDR TR
-$6.7M
119,058
-50%
增持
SPSB
SPDR SER TR
+$6.6M
286,177
+361%
减持
AAPL
APPLE INC
-$6.0M
426,149
-4%
增持
DLN
WISDOMTREE TR
+$5.8M
475,993
+11%
清仓
FTSM
FIRST TR EXCHANGE-TRADED FD
-$5.2M
0
-100%
清仓
TLT
ISHARES TR
-$5.2M
0
-100%
增持
IYY
ISHARES TR
+$5.1M
58,603
+1127%
减持
LQD
ISHARES TR
-$4.8M
6,371
-88%
清仓
XME
SPDR SER TR
-$4.5M
0
-100%
减持
QQQ
INVESCO QQQ TR
-$4.4M
54,964
-23%
减持
COMB
GRANITESHARES ETF TR
-$4.2M
14,661
-91%
增持
MRK
MERCK & CO INC
+$4.0M
76,226
+49%
增持
VGIT
VANGUARD SCOTTSDALE FDS
+$4.0M
73,543
+1235%
建仓
OIH
VANECK ETF TRUST
+$3.9M
12,714
增持
VTI
VANGUARD INDEX FDS
+$3.6M
98,553
+16%
增持
LLY
LILLY ELI & CO
+$3.6M
25,090
+46%
减持
DVN
DEVON ENERGY CORP NEW
-$3.6M
64,945
-49%
增持
TSLA
TESLA INC
-$3.6M
29,246
+8%
增持
SPSM
SPDR SER TR
+$3.5M
611,823
+9%
增持
SPY
SPDR S&P 500 ETF TR
+$3.5M
46,099
+31%
减持
FEX
FIRST TR LRGE CP CORE ALPHA
+$3.5M
452,259
-0%
增持
SPDW
SPDR INDEX SHS FDS
+$3.4M
186,382
+127%
增持
IEF
ISHARES TR
+$3.3M
74,292
+89%
建仓
QQQM
INVESCO EXCH TRADED FD TR II
+$3.2M
29,646
建仓
VRTX
VERTEX PHARMACEUTICALS INC
+$3.2M
11,153
建仓
RPG
INVESCO EXCHANGE TRADED FD T
+$3.2M
20,919
增持
ACWI
ISHARES TR
+$3.2M
304,481
+4%
增持
SPYV
SPDR SER TR
+$2.9M
303,330
+17%
减持
VTV
VANGUARD INDEX FDS
+$2.8M
169,714
-1%
减持
FCG
FIRST TR EXCHANGE-TRADED FD
-$2.7M
87,117
-59%
增持
COWZ
PACER FDS TR
+$2.6M
389,125
+4%
增持
XOP
SPDR SER TR
+$2.5M
29,425
+153%
增持
HSY
HERSHEY CO
+$2.5M
15,904
+203%
增持
MUB
ISHARES TR
+$2.5M
234,296
+8%
减持
FIXD
FIRST TR EXCHNG TRADED FD VI
-$2.5M
36,890
-61%
增持
DGS
WISDOMTREE TR
+$2.5M
304,666
+11%
建仓
BILS
SPDR SER TR
+$2.4M
24,261
增持
FTCS
FIRST TR EXCHANGE-TRADED FD
+$2.3M
213,956
+4%
增持
TFI
SPDR SER TR
+$2.3M
94,290
+104%
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$2.2M
136,675
+49%
建仓
JMUB
J P MORGAN EXCHANGE TRADED F
+$2.2M
44,400
增持
SLYV
SPDR SER TR
+$2.2M
106,368
+25%
增持
SPAB
SPDR SER TR
+$2.2M
1,340,835
+6%
增持
USMV
ISHARES TR
+$2.1M
77,931
+48%
增持
DFAC
DIMENSIONAL ETF TRUST
+$2.1M
161,418
+100%
增持
CSB
VICTORY PORTFOLIOS II
+$2.1M
119,925
+37%
增持
VOO
VANGUARD INDEX FDS
+$2.1M
17,895
+39%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$1.9M
7,063
+84%
减持
NVDA
NVIDIA CORPORATION
+$1.9M
150,562
-9%
建仓
—
JAZZ PHARMACEUTICALS PLC
+$1.9M
11,783
增持
VHT
VANGUARD WORLD FDS
+$1.9M
9,142
+393%
减持
—
MEDTRONIC PLC
-$1.8M
20,473
-52%
增持
DFIC
DIMENSIONAL ETF TRUST
+$1.8M
113,142
+211%
增持
IGSB
ISHARES TR
+$1.8M
78,331
+83%
增持
DFAS
DIMENSIONAL ETF TRUST
+$1.7M
49,837
+172%
增持
PAVE
GLOBAL X FDS
+$1.6M
382,911
+4%
增持
IJH
ISHARES TR
+$1.6M
21,642
+31%
增持
SPEM
SPDR INDEX SHS FDS
+$1.6M
97,856
+88%
增持
VB
VANGUARD INDEX FDS
+$1.6M
80,103
+4%
建仓
—
PIONEER NAT RES CO
+$1.6M
6,798
减持
FDL
FIRST TR MORNINGSTAR DIVID L
-$1.5M
5,506
-90%
增持
SCHG
SCHWAB STRATEGIC TR
+$1.5M
44,879
+163%
建仓
RXO
RXO INC
+$1.5M
88,935
增持
SPTI
SPDR SER TR
+$1.5M
73,722
+260%
增持
PFE
PFIZER INC
+$1.5M
154,943
+5%
减持
XLC
SELECT SECTOR SPDR TR
-$1.5M
10,380
-75%
减持
SHY
ISHARES TR
-$1.5M
25,646
-42%
清仓
GNRC
GENERAC HLDGS INC
-$1.5M
0
-100%
增持
AVUV
AMERICAN CENTY ETF TR
+$1.5M
118,011
+7%
增持
XSOE
WISDOMTREE TR
+$1.4M
339,509
+10%
减持
LMT
LOCKHEED MARTIN CORP
+$1.4M
14,672
-1%
增持
SPMD
SPDR SER TR
+$1.4M
347,355
+0%
增持
AVGO
BROADCOM INC
+$1.4M
9,069
+9%
减持
FYT
FIRST TR EXCHANGE-TRADED ALP
+$1.3M
317,217
-1%
建仓
PPA
INVESCO EXCHANGE TRADED FD T
+$1.3M
16,836
增持
V
VISA INC
+$1.3M
38,203
+3%
清仓
EMLP
FIRST TR EXCHANGE-TRADED FD
-$1.3M
0
-100%
减持
XLK
SELECT SECTOR SPDR TR
-$1.3M
50,991
-21%
减持
—
LAM RESEARCH CORP
-$1.3M
5,234
-45%
增持
DGRW
WISDOMTREE TR
+$1.3M
75,243
+24%
增持
BND
VANGUARD BD INDEX FDS
+$1.3M
108,027
+19%
减持
OXY
OCCIDENTAL PETE CORP
-$1.3M
47,313
-32%
增持
DBMF
LITMAN GREGORY FDS TR
-$1.2M
338,200
+4%
增持
PG
PROCTER AND GAMBLE CO
+$1.2M
46,433
+1%
减持
MSFT
MICROSOFT CORP
-$1.2M
134,975
-6%
减持
BA
BOEING CO
+$1.2M
20,083
-7%
清仓
MOO
VANECK ETF TRUST
-$1.2M
0
-100%
增持
ORCL
ORACLE CORP
+$1.2M
37,803
+22%
建仓
QQEW
FIRST TR NAS100 EQ WEIGHTED
+$1.2M
13,187
减持
XMHQ
INVESCO EXCHANGE TRADED FD T
-$1.2M
15,413
-57%
减持
SPYM
SPDR SER TR
+$1.1M
619,174
-3%
减持
FVD
FIRST TR VALUE LINE DIVID IN
-$1.1M
48,739
-43%
建仓
JPME
J P MORGAN EXCHANGE TRADED F
+$1.1M
12,998
增持
FMF
FIRST TR EXCHANGE-TRADED FD
+$1.1M
70,057
+60%
增持
IAU
ISHARES GOLD TR
+$1.1M
89,881
+39%
增持
SCHB
SCHWAB STRATEGIC TR
+$1.1M
264,720
+3%
减持
ABBV
ABBVIE INC
+$1.1M
41,858
-1%
增持
VO
VANGUARD INDEX FDS
+$1.1M
62,567
+1%
减持
HON
HONEYWELL INTL INC
+$1.0M
22,724
-1%
减持
BNDX
VANGUARD CHARLOTTE FDS
-$1.0M
81,953
-21%
增持
SEDG
SOLAREDGE TECHNOLOGIES INC
+$1.0M
7,335
+62%
减持
XPO
XPO INC
-$1.0M
88,935
-0%
增持
EMB
ISHARES TR
+$1.0M
140,297
+3%
增持
VBK
VANGUARD INDEX FDS
+$1.0M
19,999
+30%
增持
IWS
ISHARES TR
+$986.1K
43,351
+16%
建仓
AM
ANTERO MIDSTREAM CORP
+$985.6K
91,340
增持
VEA
VANGUARD TAX-MANAGED FDS
+$982.7K
100,729
+13%
增持
IJR
ISHARES TR
+$977.4K
73,279
+7%
增持
MO
ALTRIA GROUP INC
+$961.9K
166,870
+1%
建仓
NOG
NORTHERN OIL AND GAS INC MN
+$958.1K
31,078
增持
VONG
VANGUARD SCOTTSDALE FDS
+$954.7K
98,671
+19%
减持
VWO
VANGUARD INTL EQUITY INDEX F
-$953.8K
89,260
-27%
增持
FISV
FISERV INC
+$911.8K
35,200
+24%
增持
IVV
ISHARES TR
+$910.7K
31,799
+1%
增持
GOOGL
ALPHABET INC
-$900.0K
166,435
+2%
增持
NOBL
PROSHARES TR
+$893.9K
21,326
+66%
建仓
XTL
SPDR SER TR
+$884.5K
10,833
建仓
RH
RH
+$855.5K
3,202
增持
PEP
PEPSICO INC
+$850.0K
43,253
+1%
减持
USMF
WISDOMTREE TR
+$827.5K
800,332
-7%
增持
SCHF
SCHWAB STRATEGIC TR
+$826.0K
154,057
+5%
减持
JNJ
JOHNSON & JOHNSON
+$825.3K
68,536
-1%
增持
APD
AIR PRODS & CHEMS INC
+$807.1K
9,972
+2%
清仓
DBA
INVESCO DB MULTI-SECTOR COMM
-$807.0K
0
-100%
增持
SQ
BLOCK INC
+$806.3K
74,739
+6%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$785.9K
31,655
-6%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$784.6K
43,305
+1%
减持
GOOG
ALPHABET INC
-$781.9K
100,052
-0%
清仓
—
JOHN HANCOCK EXCHANGE TRADED
-$774.0K
0
-100%
减持
HD
HOME DEPOT INC
+$768.7K
22,008
-2%
清仓
WTV
WISDOMTREE TR
-$764.0K
0
-100%
增持
IWD
ISHARES TR
+$757.3K
32,819
+6%
减持
MTB
M & T BK CORP
-$753.3K
3,135
-54%
增持
RWJ
INVESCO EXCH TRADED FD TR II
+$750.4K
10,139
+179%
增持
MDYV
SPDR SER TR
+$749.6K
18,413
+141%
清仓
DEW
WISDOMTREE TR
-$749.0K
0
-100%
增持
VGSH
VANGUARD SCOTTSDALE FDS
+$747.9K
19,248
+205%
增持
XLP
SELECT SECTOR SPDR TR
+$723.3K
54,663
+9%
增持
UNH
UNITEDHEALTH GROUP INC
+$708.8K
27,484
+0%
减持
VLU
SPDR SER TR
-$699.0K
1,645
-78%
建仓
RLY
SSGA ACTIVE ETF TR
+$696.6K
25,295
