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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
23Q1 调仓
2022-12-31 → 2023-03-31 · 共 150 项
建仓 11
增持 60
减持 60
清仓 19
方向
标的
Δ市值
现股数(环比)
建仓
TLT
ISHARES TR
+$23.0M
216,320
建仓
SHV
ISHARES TR
+$19.4M
176,020
建仓
BBHY
J P MORGAN EXCHANGE TRADED F
+$17.8M
397,034
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
SHYG
ISHARES TR
-$17.2M
6,518
-98%
减持
AAPL
APPLE INC
+$14.4M
422,881
-1%
增持
TIP
ISHARES TR
+$13.7M
180,053
+211%
减持
NVDA
NVIDIA CORPORATION
+$13.2M
126,563
-16%
减持
XLV
SELECT SECTOR SPDR TR
-$12.2M
31,077
-74%
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$11.9M
373,375
+173%
增持
IAU
ISHARES GOLD TR
+$11.6M
394,220
+339%
增持
JMST
J P MORGAN EXCHANGE TRADED F
+$10.3M
245,696
+475%
增持
SPTI
SPDR SER TR
+$9.4M
397,982
+440%
增持
MSFT
MICROSOFT CORP
+$8.5M
141,668
+5%
增持
VOO
VANGUARD INDEX FDS
+$8.3M
38,912
+117%
建仓
LVHI
LEGG MASON ETF INVT
+$7.8M
290,866
减持
PULS
PGIM ETF TR
-$7.6M
224,761
-41%
减持
SPSM
SPDR SER TR
-$6.2M
433,713
-29%
清仓
CSB
VICTORY PORTFOLIOS II
-$6.2M
0
-100%
增持
IJR
ISHARES TR
+$6.0M
133,979
+83%
减持
SLYV
SPDR SER TR
-$6.0M
25,169
-76%
增持
VNLA
JANUS DETROIT STR TR
+$6.0M
137,180
+1027%
增持
HYG
ISHARES TR
+$5.9M
82,568
+1594%
增持
QEFA
SPDR INDEX SHS FDS
+$5.8M
284,607
+31%
减持
VTV
VANGUARD INDEX FDS
-$5.7M
131,209
-23%
减持
AMZN
AMAZON COM INC
+$5.2M
304,090
-3%
减持
BIL
SPDR SER TR
-$5.1M
40,241
-58%
建仓
MLN
VANECK ETF TRUST
+$5.0M
278,306
增持
GOOG
ALPHABET INC
+$4.8M
130,980
+31%
增持
QCOM
QUALCOMM INC
+$4.7M
61,845
+116%
建仓
MMIT
INDEXIQ ACTIVE ETF TR
+$4.7M
192,493
清仓
GXO
GXO LOGISTICS INCORPORATED
-$4.6M
0
-100%
增持
AGG
ISHARES TR
+$4.5M
238,624
+20%
增持
XSOE
WISDOMTREE TR
+$4.4M
484,420
+43%
增持
IEFA
ISHARES TR
+$4.4M
133,416
+80%
增持
FBT
FIRST TR EXCHANGE-TRADED FD
+$4.2M
28,706
+1656%
增持
V
VISA INC
+$4.1M
53,408
+40%
增持
SPYG
SPDR SER TR
+$4.1M
456,571
+9%
减持
VGIT
VANGUARD SCOTTSDALE FDS
-$3.9M
6,154
-92%
增持
HYMB
SPDR SER TR
+$3.9M
166,251
+2723%
增持
VONG
VANGUARD SCOTTSDALE FDS
+$3.7M
145,641
+48%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$3.7M
19,678
-38%
增持
SCHF
SCHWAB STRATEGIC TR
+$3.7M
248,309
+61%
减持
FYT
FIRST TR EXCHANGE-TRADED ALP
-$3.6M
232,918
-27%
增持
—
MEDTRONIC PLC
+$3.5M
62,815
+207%
增持
—
BLACKROCK INC
+$3.4M
9,044
+145%
增持
JHMM
JOHN HANCOCK EXCHANGE TRADED
+$3.4M
80,780
+674%
增持
UPS
UNITED PARCEL SERVICE INC
+$3.3M
30,681
+103%
增持
PEP
PEPSICO INC
+$3.3M
60,723
+40%
清仓
QQQM
INVESCO EXCH TRADED FD TR II
-$3.2M
0
-100%
减持
CVX
CHEVRON CORP NEW
-$3.2M
48,481
-22%
增持
VCIT
VANGUARD SCOTTSDALE FDS
+$3.2M
961,519
+1%
减持
SPSB
SPDR SER TR
-$3.2M
177,379
-38%
增持
TSLA
TESLA INC
+$3.1M
32,533
+11%
建仓
TDV
PROSHARES TR
+$3.1M
51,389
增持
MDLZ
MONDELEZ INTL INC
+$3.1M
72,431
+152%
减持
PFE
PFIZER INC
-$3.1M
118,909
-23%
减持
DVN
DEVON ENERGY CORP NEW
-$3.0M
19,270
-70%
清仓
XPO
XPO INC
-$3.0M
0
-100%
减持
IWF
ISHARES TR
-$2.9M
47,212
-30%
减持
RPG
INVESCO EXCHANGE TRADED FD T
-$2.8M
2,135
-90%
增持
IJH
ISHARES TR
+$2.7M
31,824
+47%
减持
VRTX
VERTEX PHARMACEUTICALS INC
-$2.7M
1,606
-86%
增持
WMT
WALMART INC
+$2.7M
45,616
+61%
增持
LMT
LOCKHEED MARTIN CORP
+$2.7M
20,817
+42%
增持
AVGO
BROADCOM INC
+$2.7M
12,078
+33%
减持
LLY
LILLY ELI & CO
-$2.7M
18,948
-24%
增持
BX
BLACKSTONE INC
+$2.7M
55,969
+85%
增持
PAVE
GLOBAL X FDS
+$2.6M
450,227
+18%
增持
FISV
FISERV INC
+$2.6M
54,477
+55%
增持
MCD
MCDONALDS CORP
+$2.5M
25,494
+46%
减持
IYW
ISHARES TR
-$2.5M
5,547
-86%
减持
VUG
VANGUARD INDEX FDS
+$2.4M
68,588
-0%
减持
SCHD
SCHWAB STRATEGIC TR
-$2.4M
84,337
-26%
增持
ACWI
ISHARES TR
+$2.3M
308,520
+1%
增持
NEE
NEXTERA ENERGY INC
+$2.3M
116,514
+45%
减持
TAXF
AMERICAN CENTY ETF TR
-$2.3M
4,298
-91%
增持
TMUS
T-MOBILE US INC
+$2.2M
27,086
+122%
增持
IEI
ISHARES TR
+$2.2M
30,631
+147%
减持
XLF
SELECT SECTOR SPDR TR
-$2.1M
112,850
-33%
增持
RTX
RAYTHEON TECHNOLOGIES CORP
+$2.1M
59,110
+63%
减持
BILS
SPDR SER TR
-$2.1M
2,871
-88%
减持
CDC
VICTORY PORTFOLIOS II
-$2.1M
147,468
-17%
减持
HSY
HERSHEY CO
-$2.1M
6,331
-60%
增持
MOAT
VANECK ETF TRUST
+$2.0M
72,756
+42%
建仓
FSMB
FIRST TR EXCH TRADED FD III
+$2.0M
99,744
减持
XLU
SELECT SECTOR SPDR TR
-$2.0M
12,084
-69%
清仓
TRGP
TARGA RES CORP
-$1.9M
0
-100%
减持
XLP
SELECT SECTOR SPDR TR
-$1.9M
29,034
-47%
减持
XLE
SELECT SECTOR SPDR TR
-$1.9M
102,787
-14%
减持
DG
DOLLAR GEN CORP NEW
-$1.9M
1,431
-84%
清仓
—
JAZZ PHARMACEUTICALS PLC
-$1.9M
0
-100%
增持
HD
HOME DEPOT INC
+$1.9M
29,840
+36%
建仓
GLDM
WORLD GOLD TR
+$1.9M
47,353
清仓
CROX
CROCS INC
-$1.8M
0
-100%
清仓
RHP
RYMAN HOSPITALITY PPTYS INC
-$1.7M
0
-100%
清仓
BKNG
BOOKING HOLDINGS INC
-$1.7M
0
-100%
减持
IEF
ISHARES TR
-$1.7M
54,762
-26%
减持
DECK
DECKERS OUTDOOR CORP
-$1.7M
1,943
-70%
增持
DLN
WISDOMTREE TR
+$1.7M
503,722
+6%
清仓
INCO
COLUMBIA ETF TR II
-$1.7M
0
-100%
减持
EQT
EQT CORP
-$1.6M
15,771
-75%
增持
CI
THE CIGNA GROUP
+$1.6M
10,913
+199%
减持
FMB
FIRST TR EXCH TRADED FD III
-$1.6M
19,304
-62%
减持
DGRW
WISDOMTREE TR
-$1.6M
47,933
-36%
清仓
RXO
RXO INC
-$1.5M
0
-100%
增持
JPM
JPMORGAN CHASE & CO
+$1.5M
113,135
+15%
建仓
—
LINDE PLC
+$1.5M
4,237
减持
XLY
SELECT SECTOR SPDR TR
-$1.5M
8,431
-60%
减持
SPDW
SPDR INDEX SHS FDS
-$1.5M
126,397
-32%
减持
SEDG
SOLAREDGE TECHNOLOGIES INC
-$1.5M
1,987
-73%
减持
OXY
OCCIDENTAL PETE CORP
-$1.5M
24,208
-49%
清仓
BURL
BURLINGTON STORES INC
-$1.5M
0
-100%
减持
ET
ENERGY TRANSFER L P
-$1.4M
327,860
-29%
增持
JNJ
JOHNSON & JOHNSON
+$1.4M
87,163
+27%
减持
XLI
SELECT SECTOR SPDR TR
-$1.4M
24,343
-38%
减持
QQQ
INVESCO QQQ TR
+$1.4M
49,934
-9%
增持
FNDX
SCHWAB STRATEGIC TR
+$1.4M
31,673
+377%
减持
GOOGL
ALPHABET INC
+$1.4M
154,728
-7%
增持
COP
CONOCOPHILLIPS
+$1.4M
47,857
+67%
清仓
—
LINDE PLC
-$1.4M
0
-100%
增持
MUB
ISHARES TR
+$1.3M
241,460
+3%
减持
FTCS
FIRST TR EXCHANGE-TRADED FD
-$1.3M
202,246
-5%
清仓
EWBC
EAST WEST BANCORP INC
-$1.3M
0
-100%
清仓
MTDR
MATADOR RES CO
-$1.3M
0
-100%
减持
—
LAM RESEARCH CORP
-$1.3M
1,755
-66%
减持
VSDA
VICTORY PORTFOLIOS II
-$1.3M
44,193
-39%
增持
TOTL
SSGA ACTIVE ETF TR
+$1.2M
127,506
+28%
增持
ABBV
ABBVIE INC
+$1.2M
50,218
+20%
减持
SPYM
SPDR SER TR
-$1.2M
552,873
-11%
增持
CSCO
CISCO SYS INC
+$1.2M
66,108
+40%
清仓
AKAM
AKAMAI TECHNOLOGIES INC
-$1.2M
0
-100%
增持
IMCG
ISHARES TR
+$1.2M
59,664
+42%
增持
SCHG
SCHWAB STRATEGIC TR
+$1.2M
56,291
+25%
减持
MO
ALTRIA GROUP INC
-$1.2M
144,930
-13%
减持
LNG
CHENIERE ENERGY INC
-$1.1M
1,284
-86%
增持
JMUB
J P MORGAN EXCHANGE TRADED F
+$1.1M
66,010
+49%
减持
SHEL
SHELL PLC
-$1.1M
4,595
-81%
减持
ELV
ELEVANCE HEALTH INC
-$1.1M
6,415
-19%
减持
MPC
MARATHON PETE CORP
-$1.1M
2,829
-78%
减持
—
EXCHANGE TRADED CONCEPTS TR
-$1.1M
15,116
-75%
增持
SPMD
SPDR SER TR
+$1.1M
360,932
+4%
清仓
JPME
J P MORGAN EXCHANGE TRADED F
-$1.1M
0
-100%
增持
COWZ
PACER FDS TR
+$1.1M
406,617
+4%
减持
—
PIONEER NAT RES CO
-$1.1M
2,258
-67%
减持
IWS
ISHARES TR
-$1.1M
32,825
-24%
减持
UEC
URANIUM ENERGY CORP
-$1.1M
387,980
-31%
清仓
XMHQ
INVESCO EXCHANGE TRADED FD T
-$1.1M
0
-100%
清仓
NFTY
FIRST TR EXCH TRD ALPHDX FD
-$1.0M
0
-100%
建仓
TXN
TEXAS INSTRS INC
+$1.0M
5,451
减持
CRM
SALESFORCE INC
+$1.0M
26,906
-18%
