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Financial Strategies Group, Inc. 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Financial Strategies Group, Inc.
报告期 2026-03-31 · CIK 0001774343
持仓数
101
前50大市值合计
$570.0M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($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
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 94 项
建仓 6
增持 47
减持 35
清仓 6
方向
标的
Δ市值
现股数(环比)
建仓
FENI
FIDELITY COVINGTON TRUST
+$40.0M
1,120,893
减持
IQLT
ISHARES TR
-$35.5M
217,285
-79%
建仓
FDS
FACTSET RESH SYS INC
+$7.9M
29,934
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
SPTM
SPDR SERIES TRUST
+$5.1M
749,054
-0%
增持
SPEM
SPDR INDEX SHS FDS
+$3.1M
590,200
+1%
增持
SPAB
SPDR SERIES TRUST
+$2.8M
1,767,895
+4%
减持
GOOG
ALPHABET INC
+$2.5M
48,900
-22%
增持
AMZN
AMAZON COM INC
+$1.9M
56,987
+2%
增持
FNDX
SCHWAB STRATEGIC TR
+$1.9M
877,652
+2%
增持
FBND
FIDELITY MERRIMACK STR TR
+$1.8M
538,773
+6%
清仓
DNL
WISDOMTREE TR
-$1.6M
0
-100%
减持
HCA
HCA HEALTHCARE INC
+$1.6M
25,097
-6%
减持
MSFT
MICROSOFT CORP
-$1.4M
12,627
-20%
增持
PGR
PROGRESSIVE CORP
+$1.4M
54,055
+37%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$1.4M
24,421
+13%
增持
—
CHUBB LIMITED
+$1.3M
32,304
+18%
增持
SLYV
SPDR SERIES TRUST
+$1.3M
171,548
+3%
建仓
ENVA
ENOVA INTL INC
+$1.2M
10,104
增持
WRB
BERKLEY W R CORP
+$1.2M
123,651
+11%
增持
SPMD
SPDR SERIES TRUST
+$1.1M
395,070
+3%
增持
SGOV
ISHARES TR
+$993.4K
39,719
+33%
增持
JPM
JPMORGAN CHASE & CO.
+$924.2K
32,701
+2%
清仓
OCSL
OAKTREE SPECIALTY LENDING CO
-$798.7K
0
-100%
增持
PG
PROCTER AND GAMBLE CO
+$753.7K
40,308
+21%
增持
PSFF
PACER FDS TR
+$724.2K
424,711
+2%
清仓
IBKR
INTERACTIVE BROKERS GROUP IN
-$712.9K
0
-100%
减持
AAPL
APPLE INC
-$633.2K
28,549
-27%
增持
—
EXXON MOBIL CORP
+$628.7K
70,042
+10%
增持
COF
CAPITAL ONE FINL CORP
+$537.4K
43,474
+5%
清仓
BWA
BORGWARNER INC
-$532.6K
0
-100%
清仓
ALSN
ALLISON TRANSMISSION HLDGS I
-$440.8K
0
-100%
增持
SLYG
SPDR SERIES TRUST
+$400.6K
75,589
+3%
增持
ISCF
ISHARES TR
+$386.4K
209,600
+1%
减持
VTI
VANGUARD INDEX FDS
+$327.0K
12,055
-1%
增持
VZ
VERIZON COMMUNICATIONS INC
+$309.0K
143,588
+12%
减持
VWO
VANGUARD INTL EQUITY INDEX F
+$309.0K
76,819
-3%
减持
PEP
PEPSICO INC
-$291.3K
42,070
-10%
增持
BND
VANGUARD BD INDEX FDS
+$289.8K
41,056
+8%
增持
MINT
PIMCO ETF TR
+$259.6K
27,144
+11%
建仓
CON
CONCENTRA GROUP HOLDINGS PAR
+$238.5K
12,119
减持
PHM
PULTE GROUP INC
+$237.5K
60,659
-1%
增持
NVDA
NVIDIA CORPORATION
+$233.1K
3,425
+19%
增持
EWX
SPDR INDEX SHS FDS
+$222.7K
37,336
+2%
建仓
VUG
VANGUARD INDEX FDS
+$216.3K
431
清仓
MCD
MCDONALDS CORP
-$214.6K
0
-100%
建仓
JNJ
JOHNSON & JOHNSON
+$209.5K
1,125
减持
AMR
ALPHA METALLURGICAL RESOUR I
+$181.7K
6,592
-21%
增持
BJ
BJS WHSL CLUB HLDGS INC
+$170.3K
10,069
+44%
减持
HCC
WARRIOR MET COAL INC
+$153.0K
20,071
-14%
增持
VTEB
VANGUARD MUN BD FDS
+$144.1K
45,490
+4%
增持
NMIH
NMI HLDGS INC
+$142.8K
24,879
+22%
增持
MUB
ISHARES TR
+$111.6K
24,028
+1%
增持
ACT
ENACT HLDGS INC
+$94.3K
19,909
+12%
增持
MTG
MGIC INVT CORP WIS
+$91.3K
19,916
+9%
减持
PM
PHILIP MORRIS INTL INC
-$85.8K
2,302
-1%
减持
GOOGL
ALPHABET INC
+$84.7K
1,511
-21%
减持
IEMG
ISHARES INC
+$78.7K
9,533
-1%
增持
—
SELECT MED HLDGS CORP
+$77.0K
35,454
+31%
增持
BUFD
FIRST TR EXCHNG TRADED FD VI
+$68.1K
42,166
+2%
增持
SIGI
SELECTIVE INS GROUP INC
+$64.9K
11,284
+26%
增持
DVA
DAVITA INC
+$61.0K
7,046
+29%
增持
VO
VANGUARD INDEX FDS
+$57.8K
2,775
+5%
增持
GPI
GROUP 1 AUTOMOTIVE INC
-$55.8K
2,096
+14%
减持
SHM
SPDR SERIES TRUST
-$48.2K
18,165
-5%
减持
VIOV
VANGUARD ADMIRAL FDS INC
+$44.5K
13,705
-2%
减持
THC
TENET HEALTHCARE CORP
+$40.5K
3,651
-8%
增持
FMB
FIRST TR EXCH TRADED FD III
+$36.1K
17,855
+1%
减持
CSX
CSX CORP
+$36.0K
22,002
-0%
增持
META
META PLATFORMS INC
-$33.9K
596
+3%
减持
IJH
ISHARES TR
+$29.8K
55,299
-1%
增持
LAD
LITHIA MTRS INC
+$28.9K
2,905
+18%
增持
SUB
ISHARES TR
+$25.2K
12,822
+2%
减持
ITOT
ISHARES TR
+$24.3K
4,298
-5%
减持
IJS
ISHARES TR
+$23.4K
6,703
-3%
减持
SPDW
SPDR INDEX SHS FDS
+$21.3K
8,195
-2%
增持
AN
AUTONATION INC
-$17.1K
3,470
+5%
减持
IVV
ISHARES TR
+$16.4K
678
-5%
增持
KNSL
KINSALE CAP GROUP INC
-$14.1K
2,051
+21%
减持
JMUB
J P MORGAN EXCHANGE TRADED F
+$13.7K
14,420
-1%
增持
DNP
DNP SELECT INCOME FD INC
+$13.0K
31,007
+1%
减持
KO
COCA COLA CO
-$12.3K
4,443
-1%
减持
AGG
ISHARES TR
-$11.9K
35,054
-2%
增持
ABG
ASBURY AUTOMOTIVE GROUP INC
-$11.4K
3,706
+11%
减持
CNR
CORE NATURAL RESOURCES INC
+$9.0K
17,108
-7%
减持
SCHV
SCHWAB STRATEGIC TR
-$8.2K
73,138
-3%
增持
VIOG
VANGUARD ADMIRAL FDS INC
+$6.1K
1,754
+0%
增持
SPIP
SPDR SERIES TRUST
+$5.8K
10,933
+1%
减持
WMT
WALMART INC
-$5.7K
4,222
-8%
减持
CMS
CMS ENERGY CORP
+$5.2K
3,546
-1%
减持
MRK
MERCK & CO INC
-$4.8K
3,852
-0%
增持
EXP
EAGLE MATLS INC
+$4.0K
2,332
+9%
减持
AOA
ISHARES TR
+$3.1K
3,606
-6%
减持
TOTL
SSGA ACTIVE ETF TR
+$1.4K
7,867
-1%
减持
—
JOHNSON CTLS INTL PLC
-$363
1,871
-7%
