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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
23Q4 调仓
2023-09-30 → 2023-12-31 · 共 150 项
建仓 19
增持 89
减持 34
清仓 8
方向
标的
Δ市值
现股数(环比)
增持
VCIT
VANGUARD SCOTTSDALE FDS
+$26.3M
1,279,921
+25%
增持
SPIP
SPDR SER TR
+$22.8M
919,461
+3229%
增持
GLDM
WORLD GOLD TR
+$22.5M
642,340
+525%
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
SPHY
SPDR SER TR
+$20.1M
858,216
减持
RSP
INVESCO EXCHANGE TRADED FD T
-$19.9M
21,788
-87%
建仓
JIRE
J P MORGAN EXCHANGE TRADED F
+$19.8M
339,391
增持
SPMD
SPDR SER TR
+$17.4M
780,029
+66%
减持
TIP
ISHARES TR
-$16.6M
57,030
-74%
建仓
IDVO
AMPLIFY ETF TR
+$16.0M
556,661
增持
SPYM
SPDR SER TR
+$15.0M
1,000,597
+23%
增持
DGRW
WISDOMTREE TR
+$14.9M
273,008
+309%
减持
IAU
ISHARES GOLD TR
-$14.4M
80,293
-84%
增持
DFAC
DIMENSIONAL ETF TRUST
+$13.3M
1,061,444
+57%
增持
AAPL
APPLE INC
+$11.9M
441,121
+3%
增持
MSFT
MICROSOFT CORP
+$11.7M
160,962
+4%
增持
SPTL
SPDR SER TR
+$10.5M
1,247,399
+27%
增持
COWZ
PACER FDS TR
+$10.5M
803,034
+27%
增持
AMZN
AMAZON COM INC
+$9.4M
322,627
+3%
减持
JPST
J P MORGAN EXCHANGE TRADED F
-$9.3M
378,258
-33%
增持
ACWI
ISHARES TR
+$8.6M
363,214
+18%
增持
VOO
VANGUARD INDEX FDS
+$8.4M
57,073
+35%
增持
NVDA
NVIDIA CORPORATION
+$8.0M
112,456
+3%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$7.9M
235,039
+205%
增持
SPBO
SPDR SER TR
+$7.7M
420,923
+147%
建仓
BUFR
FIRST TR EXCHNG TRADED FD VI
+$7.6M
287,248
减持
HYG
ISHARES TR
-$7.5M
7,512
-93%
建仓
VSMV
VICTORY PORTFOLIOS II
+$7.5M
177,438
减持
USMF
WISDOMTREE TR
-$6.9M
559,871
-29%
增持
VTI
VANGUARD INDEX FDS
+$6.6M
105,406
+21%
增持
SPSM
SPDR SER TR
+$6.4M
822,065
+7%
增持
RNEM
FIRST TR EXCHANGE-TRADED FD
+$6.2M
364,849
+38%
增持
QEFA
SPDR INDEX SHS FDS
+$5.5M
426,462
+11%
增持
AVUS
AMERICAN CENTY ETF TR
+$5.4M
77,689
+536%
减持
SCHF
SCHWAB STRATEGIC TR
-$5.2M
246,300
-42%
建仓
MGC
VANGUARD WORLD FD
+$5.2M
30,759
建仓
XMHQ
INVESCO EXCHANGE TRADED FD T
+$4.9M
55,450
增持
DLN
WISDOMTREE TR
+$4.8M
727,535
+3%
减持
IEFA
ISHARES TR
-$4.7M
71,639
-53%
减持
FTCS
FIRST TR EXCHANGE-TRADED FD
-$4.5M
119,419
-37%
增持
QQQ
INVESCO QQQ TR
+$4.4M
56,768
+8%
增持
GOOG
ALPHABET INC
+$4.3M
169,123
+14%
减持
HYMB
SPDR SER TR
-$4.3M
41,068
-82%
增持
SPTI
SPDR SER TR
+$4.2M
884,275
+16%
减持
SCHO
SCHWAB STRATEGIC TR
-$4.0M
31,594
-73%
增持
JPM
JPMORGAN CHASE & CO
+$3.9M
131,867
+3%
增持
CRM
SALESFORCE INC
+$3.7M
32,510
+35%
增持
SQ
BLOCK INC
+$3.5M
95,297
+9%
清仓
FSMB
FIRST TR EXCH TRADED FD III
-$3.5M
0
-100%
增持
UNH
UNITEDHEALTH GROUP INC
+$3.4M
39,389
+15%
增持
VUG
VANGUARD INDEX FDS
+$3.4M
66,047
+5%
增持
SPYV
SPDR SER TR
+$3.4M
329,732
+13%
减持
JMST
J P MORGAN EXCHANGE TRADED F
-$3.3M
249,723
-21%
增持
V
VISA INC
+$3.2M
67,403
+8%
增持
AVEM
AMERICAN CENTY ETF TR
+$3.2M
414,166
+9%
减持
JHMM
JOHN HANCOCK EXCHANGE TRADED
-$3.2M
35,977
-66%
增持
MUB
ISHARES TR
+$3.1M
230,450
+8%
增持
IVV
ISHARES TR
+$3.0M
39,811
+7%
建仓
LNG
CHENIERE ENERGY INC
+$2.9M
17,145
增持
VSDA
VICTORY PORTFOLIOS II
+$2.9M
291,750
+15%
增持
META
META PLATFORMS INC
+$2.7M
26,728
+19%
增持
EMB
ISHARES TR
+$2.7M
173,505
+12%
增持
BA
BOEING CO
+$2.7M
28,683
+14%
增持
CMCSA
COMCAST CORP NEW
+$2.6M
214,143
+41%
减持
XLE
SELECT SECTOR SPDR TR
-$2.6M
58,198
-30%
减持
AVGO
BROADCOM INC
+$2.4M
11,676
-9%
增持
QTEC
FIRST TR NASDAQ 100 TECH IND
+$2.4M
38,956
+27%
增持
IJR
ISHARES TR
+$2.4M
85,358
+18%
增持
SPY
SPDR S&P 500 ETF TR
+$2.4M
37,168
+4%
增持
BAB
INVESCO EXCH TRADED FD TR II
+$2.3M
210,838
+59%
增持
CGMU
CAPITAL GRP FIXED INCM ETF T
+$2.3M
630,641
+10%
减持
TLH
ISHARES TR
-$2.2M
25,531
-50%
增持
IJH
ISHARES TR
+$2.2M
27,242
+27%
建仓
SPTS
SPDR SER TR
+$2.2M
76,077
增持
SPAB
SPDR SER TR
+$2.2M
1,587,196
+0%
清仓
LGLV
SPDR SER TR
-$2.2M
0
-100%
增持
SCHB
SCHWAB STRATEGIC TR
+$2.1M
288,910
+3%
减持
PFE
PFIZER INC
-$2.0M
76,533
-40%
增持
PAVE
GLOBAL X FDS
+$2.0M
432,847
+2%
增持
CDNS
CADENCE DESIGN SYSTEM INC
+$1.9M
23,586
+21%
增持
HD
HOME DEPOT INC
+$1.9M
35,431
+3%
增持
COST
COSTCO WHSL CORP NEW
+$1.8M
14,333
+6%
增持
DIS
DISNEY WALT CO
+$1.8M
57,477
+37%
增持
LMT
LOCKHEED MARTIN CORP
+$1.8M
28,172
+5%
增持
BABA
ALIBABA GROUP HLDG LTD
+$1.8M
32,156
+288%
增持
JSML
JANUS DETROIT STR TR
+$1.8M
111,911
+18%
建仓
RY
ROYAL BK CDA
+$1.8M
17,330
增持
AVUV
AMERICAN CENTY ETF TR
+$1.7M
110,855
+5%
减持
VHT
VANGUARD WORLD FDS
-$1.7M
2,144
-77%
减持
—
BLACKROCK INC
+$1.6M
10,947
-3%
增持
AMT
AMERICAN TOWER CORP NEW
+$1.6M
28,344
+3%
增持
DGS
WISDOMTREE TR
+$1.6M
308,814
+3%
增持
LVHI
LEGG MASON ETF INVT
+$1.6M
573,662
+9%
减持
MU
MICRON TECHNOLOGY INC
-$1.6M
12,290
-68%
增持
TSLA
TESLA INC
+$1.6M
43,986
+18%
清仓
GPN
GLOBAL PMTS INC
-$1.5M
0
-100%
增持
BBHY
J P MORGAN EXCHANGE TRADED F
+$1.5M
435,203
+3%
增持
JMUB
J P MORGAN EXCHANGE TRADED F
+$1.5M
122,265
+25%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$1.5M
46,311
+197%
减持
CVX
CHEVRON CORP NEW
-$1.4M
55,732
-4%
建仓
MGV
VANGUARD WORLD FD
+$1.4M
13,181
清仓
GOVT
ISHARES TR
-$1.4M
0
-100%
减持
FNDX
SCHWAB STRATEGIC TR
-$1.4M
71,497
-32%
增持
VNLA
JANUS DETROIT STR TR
+$1.4M
138,374
+25%
增持
—
ARISTA NETWORKS INC
+$1.4M
18,386
+14%
增持
QCOM
QUALCOMM INC
+$1.3M
33,437
+6%
建仓
PCAR
PACCAR INC
+$1.3M
13,608
建仓
SJM
SMUCKER J M CO
+$1.3M
10,455
减持
GOOGL
ALPHABET INC
+$1.3M
164,466
-1%
增持
SNPS
SYNOPSYS INC
+$1.3M
3,409
+244%
增持
JNJ
JOHNSON & JOHNSON
+$1.3M
100,970
+8%
建仓
NEU
NEWMARKET CORP
+$1.3M
2,337
建仓
HUBB
HUBBELL INC
+$1.3M
3,825
建仓
MSA
MSA SAFETY INC
+$1.3M
7,437
减持
STIP
ISHARES TR
-$1.3M
2,100
-86%
增持
ONEQ
FIDELITY COMWLTH TR
+$1.2M
62,162
+32%
增持
MRK
MERCK & CO INC
+$1.2M
99,051
+6%
清仓
SPMO
INVESCO EXCH TRADED FD TR II
-$1.2M
0
-100%
建仓
DFUS
DIMENSIONAL ETF TRUST
+$1.2M
23,212
减持
FISV
FISERV INC
+$1.2M
63,175
-1%
增持
CAR
AVIS BUDGET GROUP
+$1.2M
10,180
+197%
减持
BX
BLACKSTONE INC
+$1.2M
61,676
-4%
增持
SPG
SIMON PPTY GROUP INC NEW
+$1.2M
26,446
+10%
增持
HON
HONEYWELL INTL INC
+$1.2M
28,758
+9%
增持
JMOM
J P MORGAN EXCHANGE TRADED F
+$1.2M
51,201
+78%
增持
CSCO
CISCO SYS INC
+$1.1M
185,710
+21%
减持
NEE
NEXTERA ENERGY INC
-$1.1M
120,575
-18%
减持
MCD
MCDONALDS CORP
+$1.1M
36,227
-1%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$1.1M
48,902
+6%
增持
UNP
UNION PAC CORP
+$1.1M
16,297
+15%
增持
ADBE
ADOBE INC
+$1.1M
6,150
+23%
增持
DFAS
DIMENSIONAL ETF TRUST
+$1.1M
74,160
+17%
减持
QGRO
AMERICAN CENTY ETF TR
+$1.1M
708,112
-10%
减持
BAC
BANK AMERICA CORP
+$1.1M
275,787
-8%
减持
AGG
ISHARES TR
+$1.1M
229,867
-1%
清仓
O
REALTY INCOME CORP
-$1.0M
0
-100%
增持
USB
US BANCORP DEL
+$1.0M
38,110
+105%
建仓
VIOO
VANGUARD ADMIRAL FDS INC
+$1.0M
10,411
增持
NVO
NOVO-NORDISK A S
+$1.0M
26,792
+39%
减持
SCHD
SCHWAB STRATEGIC TR
+$1.0M
199,371
-0%
建仓
URTH
ISHARES INC
+$989.1K
7,436
清仓
ON
ON SEMICONDUCTOR CORP
-$988.8K
0
-100%
增持
AMAT
APPLIED MATLS INC
+$984.5K
13,202
+58%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$981.0K
9,696
+18%
增持
IEI
ISHARES TR
+$977.7K
42,437
+20%
增持
ORCL
ORACLE CORP
+$958.0K
53,028
+21%
增持
AMD
ADVANCED MICRO DEVICES INC
+$954.8K
21,332
+0%
清仓
SON
SONOCO PRODS CO
-$947.5K
0
-100%
增持
KO
COCA COLA CO
+$946.8K
73,390
+22%
减持
TD
TORONTO DOMINION BK ONT
-$939.1K
5,291
-75%
减持
SCHG
SCHWAB STRATEGIC TR
-$936.4K
62,403
-26%
