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Advisor Resource Council 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Advisor Resource Council
报告期 2026-03-31 · CIK 0001820879
持仓数
244
前50大市值合计
$220.1M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q2
25Q1
24Q4
24Q3
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
22Q3
22Q2
22Q1
21Q4
21Q3
21Q2
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 150 项
建仓 120
增持 27
减持 3
方向
标的
Δ市值
现股数(环比)
增持
SPY
SPDR S&P 500 ETF TR
+$24.8M
244,979
+201%
增持
AAPL
APPLE INC
+$23.6M
144,104
+2032%
增持
QQQ
INVESCO QQQ TR
+$23.2M
54,328
+6307%
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
XLK
SELECT SECTOR SPDR TR
+$19.4M
106,443
建仓
SPAB
SPDR SER TR
+$18.2M
732,332
建仓
VIG
VANGUARD SPECIALIZED FUNDS
+$17.3M
97,330
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$16.5M
375,513
+5358%
建仓
BIL
SPDR SER TR
+$16.1M
176,561
增持
NVDA
NVIDIA CORPORATION
+$15.5M
165,247
+2983%
增持
SPYV
SPDR SER TR
+$15.5M
314,080
+2661%
增持
AMZN
AMAZON COM INC
+$14.7M
84,815
+8382%
建仓
SPBO
SPDR SER TR
+$14.3M
505,467
增持
GLD
SPDR GOLD TR
+$14.2M
67,376
+316%
建仓
MSFT
MICROSOFT CORP
+$14.0M
51,011
建仓
VGK
VANGUARD INTL EQUITY INDEX F
+$12.8M
187,435
建仓
SPMD
SPDR SER TR
+$12.4M
243,713
建仓
SPYM
SPDR SER TR
+$11.6M
187,557
建仓
XLE
SELECT SECTOR SPDR TR
+$11.1M
122,378
建仓
TBIL
RBB FD INC
+$10.9M
217,336
建仓
VOO
VANGUARD INDEX FDS
+$10.7M
20,868
减持
RSP
INVESCO EXCHANGE TRADED FD T
-$10.7M
102,515
-34%
增持
SPYG
SPDR SER TR
+$10.4M
143,255
+1195%
增持
VB
VANGUARD INDEX FDS
+$10.2M
50,056
+3602%
增持
XLV
SELECT SECTOR SPDR TR
+$9.3M
68,678
+4035%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$9.0M
24,974
+1543%
建仓
META
META PLATFORMS INC
+$8.9M
16,260
建仓
JEPQ
J P MORGAN EXCHANGE TRADED F
+$8.7M
176,283
建仓
XLF
SELECT SECTOR SPDR TR
+$8.7M
224,570
建仓
GOOGL
ALPHABET INC
+$7.9M
54,831
建仓
JPM
JPMORGAN CHASE & CO.
+$7.6M
35,103
增持
VEA
VANGUARD TAX-MANAGED FDS
+$7.4M
167,487
+800%
建仓
XYLD
GLOBAL X FDS
+$7.4M
186,193
建仓
DGRW
WISDOMTREE TR
+$7.3M
91,631
增持
VTI
VANGUARD INDEX FDS
+$7.3M
34,283
+527%
建仓
SPSB
SPDR SER TR
+$7.1M
244,837
增持
—
EXXON MOBIL CORP
+$7.1M
69,062
+1464%
建仓
VFLO
VICTORY PORTFOLIOS II
+$6.9M
202,710
建仓
CTA
SIMPLIFY EXCHANGE TRADED FUN
+$6.8M
237,109
建仓
DBMF
LITMAN GREGORY FDS TR
+$6.7M
273,855
建仓
IGV
ISHARES TR
+$6.4M
73,551
建仓
FLRN
SPDR SER TR
+$6.4M
216,429
建仓
VV
VANGUARD INDEX FDS
+$6.3M
24,652
建仓
ITOT
ISHARES TR
+$6.3M
52,347
建仓
WTV
WISDOMTREE TR
+$6.2M
94,179
建仓
XLC
SELECT SECTOR SPDR TR
+$6.2M
75,683
建仓
GLDM
WORLD GOLD TR
+$6.1M
123,790
建仓
MLPX
GLOBAL X FDS
+$5.9M
115,699
增持
IVV
ISHARES TR
+$5.9M
22,111
+1183%
增持
MBB
ISHARES TR
+$5.9M
70,738
+1175%
增持
SPDW
SPDR INDEX SHS FDS
+$5.8M
183,325
+1041%
建仓
COST
COSTCO WHSL CORP NEW
+$5.8M
6,466
建仓
SPTL
SPDR SER TR
+$5.7M
215,617
建仓
SPSM
SPDR SER TR
+$5.5M
137,440
建仓
XLI
SELECT SECTOR SPDR TR
+$5.5M
45,102
建仓
IVW
ISHARES TR
+$5.5M
58,825
建仓
MSTR
MICROSTRATEGY INC
+$5.3M
18,689
建仓
JAAA
JANUS DETROIT STR TR
+$5.3M
106,754
建仓
CGBL
CAPITAL GROUP CORE BALANCED
+$5.1M
164,823
建仓
JPST
J P MORGAN EXCHANGE TRADED F
+$4.9M
98,382
建仓
VYM
VANGUARD WHITEHALL FDS
+$4.9M
52,777
建仓
QQQM
INVESCO EXCH TRADED FD TR II
+$4.9M
29,317
建仓
BBIN
J P MORGAN EXCHANGE TRADED F
+$4.8M
77,886
增持
VEU
VANGUARD INTL EQUITY INDEX F
+$4.8M
83,447
+1583%
建仓
MCK
MCKESSON CORP
+$4.7M
7,652
建仓
SCHO
SCHWAB STRATEGIC TR
+$4.6M
197,327
建仓
IBM
INTERNATIONAL BUSINESS MACHS
+$4.6M
19,574
建仓
VTEB
VANGUARD MUN BD FDS
+$4.5M
91,570
建仓
XLY
SELECT SECTOR SPDR TR
+$4.5M
31,927
建仓
FLQM
FRANKLIN TEMPLETON ETF TR
+$4.4M
83,788
建仓
PG
PROCTER AND GAMBLE CO
+$4.4M
28,898
建仓
VCIT
VANGUARD SCOTTSDALE FDS
+$4.4M
55,915
建仓
SPLV
INVESCO EXCH TRADED FD TR II
+$4.3M
62,255
建仓
FISV
FISERV INC
+$4.3M
21,104
建仓
SPHQ
INVESCO EXCHANGE TRADED FD T
+$4.3M
64,178
建仓
VT
VANGUARD INTL EQUITY INDEX F
+$4.3M
36,709
建仓
ACIO
ETF SER SOLUTIONS
+$4.2M
126,665
减持
EWJ
ISHARES INC
-$4.2M
56,652
-53%
建仓
IVOG
VANGUARD ADMIRAL FDS INC
+$4.1M
40,372
建仓
XLP
SELECT SECTOR SPDR TR
+$4.1M
70,913
减持
MOAT
VANECK ETF TRUST
-$4.0M
44,085
-48%
建仓
SDY
SPDR SER TR
+$4.0M
31,394
建仓
DIA
SPDR DOW JONES INDL AVERAGE
+$4.0M
14,655
建仓
QTOP
ISHARES TR
+$3.7M
157,431
建仓
SPTI
SPDR SER TR
+$3.7M
157,977
建仓
CGGR
CAPITAL GROUP GROWTH ETF
+$3.7M
107,306
建仓
TIP
ISHARES TR
+$3.6M
33,547
增持
CGGO
CAPITAL GROUP GBL GROWTH EQT
+$3.5M
133,631
+1378%
增持
SPEM
SPDR INDEX SHS FDS
+$3.5M
98,207
+1325%
增持
PTLC
PACER FDS TR
+$3.4M
130,234
+112%
建仓
JBND
J P MORGAN EXCHANGE TRADED F
+$3.4M
63,445
增持
AGG
ISHARES TR
+$3.4M
38,596
+735%
建仓
PLTR
PALANTIR TECHNOLOGIES INC
+$3.3M
41,260
建仓
CRM
SALESFORCE INC
+$3.3M
14,343
建仓
VNQ
VANGUARD INDEX FDS
+$3.3M
37,102
建仓
—
SPDR S&P 500 ETF TR
+$3.3M
517,400
建仓
XAR
SPDR SER TR
+$3.3M
20,469
建仓
SCHF
SCHWAB STRATEGIC TR
+$3.2M
162,267
建仓
VGT
VANGUARD WORLD FD
+$3.2M
6,595
增持
SHY
ISHARES TR
+$3.2M
44,056
+721%
建仓
SLYG
SPDR SER TR
+$3.2M
39,196
建仓
ADI
ANALOG DEVICES INC
+$3.2M
17,137
建仓
SHV
ISHARES TR
+$3.2M
28,702
建仓
PANW
PALO ALTO NETWORKS INC
+$3.2M
20,923
增持
BUFR
FIRST TR EXCHNG TRADED FD VI
+$3.2M
203,746
+1615%
建仓
SPRY
ARS PHARMACEUTICALS INC
+$3.1M
249,230
建仓
MTUM
ISHARES TR
+$3.1M
15,770
建仓
DRSK
ETF SER SOLUTIONS
+$3.1M
124,091
建仓
EEM
ISHARES TR
+$3.0M
70,879
建仓
ULST
SSGA ACTIVE ETF TR
+$3.0M
74,259
建仓
XLU
SELECT SECTOR SPDR TR
+$2.9M
38,745
建仓
CRWD
CROWDSTRIKE HLDGS INC
+$2.9M
8,154
建仓
CVX
CHEVRON CORP NEW
+$2.8M
17,319
建仓
RECS
COLUMBIA ETF TR I
+$2.8M
82,875
建仓
AVGO
BROADCOM INC
+$2.8M
20,783
建仓
PAVE
GLOBAL X FDS
+$2.7M
90,166
建仓
CLH
CLEAN HARBORS INC
+$2.7M
15,477
建仓
BILS
SPDR SER TR
+$2.7M
35,805
建仓
HD
HOME DEPOT INC
+$2.7M
7,548
建仓
GAA
CAMBRIA ETF TR
+$2.7M
91,121
建仓
XAODX
ABRDN TOTAL DYNAMIC DIVIDEND
+$2.6M
313,954
建仓
—
ROYALTY PHARMA PLC
+$2.6M
90,577
建仓
FXI
ISHARES TR
+$2.6M
96,156
建仓
CGMS
CAPITAL GRP FIXED INCM ETF T
+$2.6M
95,720
建仓
XBIL
RBB FD INC
+$2.5M
50,590
增持
IAU
ISHARES GOLD TR
+$2.5M
47,662
+750%
建仓
VDE
VANGUARD WORLD FD
+$2.5M
19,476
建仓
KBWB
INVESCO EXCH TRADED FD TR II
+$2.5M
49,208
建仓
MU
MICRON TECHNOLOGY INC
+$2.4M
31,322
建仓
RF
REGIONS FINANCIAL CORP NEW
+$2.4M
111,380
建仓
C
CITIGROUP INC
+$2.4M
36,392
建仓
IVE
ISHARES TR
+$2.4M
12,505
建仓
PWR
QUANTA SVCS INC
+$2.4M
10,574
建仓
NFLX
NETFLIX INC
+$2.3M
2,729
增持
STIP
ISHARES TR
+$2.3M
26,377
+567%
建仓
JNK
SPDR SER TR
+$2.3M
24,306
建仓
WMT
WALMART INC
+$2.3M
31,914
建仓
IDUB
ETF SER SOLUTIONS
+$2.3M
130,877
建仓
XCEM
COLUMBIA ETF TR II
+$2.3M
77,169
建仓
TSLA
TESLA INC
+$2.3M
11,376
建仓
LGND
LIGAND PHARMACEUTICALS INC
+$2.2M
22,425
建仓
PBH
PRESTIGE CONSMR HEALTHCARE I
+$2.2M
27,337
建仓
TRMK
TRUSTMARK CORP
+$2.2M
64,512
建仓
ADT
ADT INC DEL
+$2.2M
296,295
建仓
SPMB
SPDR SER TR
+$2.2M
99,404
建仓
VO
VANGUARD INDEX FDS
+$2.2M
8,443
建仓
XIGDX
VOYA GLBL EQTY DIV & PREM OP
+$2.1M
371,938
建仓
AXGN
AXOGEN INC
+$2.1M
121,030
建仓
HWM
HOWMET AEROSPACE INC
+$2.1M
17,070
建仓
TRGP
TARGA RES CORP
+$2.1M
11,774
建仓
EXPE
EXPEDIA GROUP INC
+$2.1M
13,639
