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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
25Q4 调仓
2025-06-30 → 2025-12-31 · 共 150 项
建仓 55
增持 55
减持 16
清仓 24
方向
标的
Δ市值
现股数(环比)
减持
SPY
SPDR S&P 500 ETF TR
-$36.4M
153,135
-2%
减持
IVV
ISHARES TR
-$5.6M
754
-92%
增持
JPM
JPMORGAN CHASE & CO.
+$4.5M
18,593
+334%
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
MSFT
MICROSOFT CORP
-$4.0M
7,079
-50%
增持
BUFR
FIRST TR EXCHNG TRADED FD VI
+$2.6M
164,353
+71%
建仓
SPTS
SPDR SERIES TRUST
+$2.6M
89,910
增持
IWB
ISHARES TR
+$2.6M
10,933
+139%
增持
BILS
SPDR SERIES TRUST
+$2.1M
29,100
+247%
增持
GOOGL
ALPHABET INC
+$1.9M
7,536
+98%
减持
VYM
VANGUARD WHITEHALL FDS
-$1.8M
1,779
-88%
增持
NVDA
NVIDIA CORPORATION
+$1.7M
25,106
+34%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$1.6M
32,153
+561%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$1.5M
4,390
-42%
增持
MU
MICRON TECHNOLOGY INC
+$1.5M
4,459
+36%
建仓
AVUV
AMERICAN CENTY ETF TR
+$1.5M
13,737
减持
SMH
VANECK ETF TRUST
-$1.5M
1,343
-82%
增持
AMZN
AMAZON COM INC
+$1.4M
12,217
+76%
增持
XLF
SELECT SECTOR SPDR TR
+$1.4M
74,928
+47%
增持
SPMD
SPDR SERIES TRUST
+$1.3M
27,094
+388%
清仓
IGE
ISHARES TR
-$1.3M
0
-100%
减持
GOOG
ALPHABET INC
-$1.3M
3,382
-75%
建仓
AUSF
GLOBAL X FDS
+$1.3M
25,839
清仓
ITA
ISHARES TR
-$1.2M
0
-100%
增持
QQQ
INVESCO QQQ TR
-$1.2M
16,023
+274%
建仓
SPMO
INVESCO EXCH TRADED FD TR II
+$1.2M
9,709
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$1.2M
4,718
+138%
建仓
LITE
LUMENTUM HLDGS INC
+$1.1M
2,712
增持
XLK
SELECT SECTOR SPDR TR
+$1.1M
29,383
+133%
增持
SFLR
INNOVATOR ETFS TRUST
+$1.0M
69,556
+53%
增持
XLV
SELECT SECTOR SPDR TR
+$1.0M
9,977
+153%
清仓
EFA
ISHARES TR
-$1.0M
0
-100%
建仓
IAU
ISHARES GOLD TR
+$961.0K
10,976
增持
SPYM
SPDR SERIES TRUST
+$949.2K
22,011
+88%
减持
DIA
SPDR DOW JONES INDL AVERAGE
-$942.6K
2,761
-47%
增持
XLP
SELECT SECTOR SPDR TR
+$925.7K
31,305
+47%
建仓
SCHX
SCHWAB STRATEGIC TR
+$918.0K
33,505
建仓
TGT
TARGET CORP
+$914.2K
8,347
建仓
IGV
ISHARES TR
+$913.4K
10,203
清仓
IWF
ISHARES TR
-$895.4K
0
-100%
建仓
EPD
ENTERPRISE PRODS PARTNERS L
+$893.8K
27,002
清仓
HACK
AMPLIFY ETF TR
-$888.7K
0
-100%
建仓
SPYG
SPDR SERIES TRUST
+$847.0K
7,871
清仓
FLOT
ISHARES TR
-$843.5K
0
-100%
清仓
DGRS
WISDOMTREE TR
-$839.1K
0
-100%
增持
XLY
SELECT SECTOR SPDR TR
+$827.4K
23,922
+149%
增持
PNC
PNC FINL SVCS GROUP INC
+$813.3K
4,830
+215%
清仓
ACIO
ETF SER SOLUTIONS
-$794.1K
0
-100%
建仓
—
ACCENTURE PLC IRELAND
+$749.7K
2,810
建仓
BBP
ETFIS SER TR I
+$745.6K
9,009
增持
WMT
WALMART INC
+$743.4K
11,097
+74%
建仓
—
ALLEGION PLC
+$741.4K
4,479
建仓
LAD
LITHIA MTRS INC
+$728.7K
2,224
增持
PLD
PROLOGIS INC.
+$714.8K
7,546
+201%
减持
AAPL
APPLE INC
+$714.6K
27,628
-16%
增持
EMR
EMERSON ELEC CO
+$710.4K
7,022
+182%
建仓
PICK
ISHARES INC
+$698.7K
11,981
减持
GLD
SPDR GOLD TR
+$697.2K
10,956
-11%
增持
PAVE
GLOBAL X FDS
+$694.1K
28,409
+61%
增持
PEP
PEPSICO INC
+$685.3K
6,422
+179%
增持
SPAB
SPDR SERIES TRUST
+$679.4K
44,940
+142%
建仓
IVOG
VANGUARD ADMIRAL FDS INC
+$677.1K
5,352
增持
—
NXP SEMICONDUCTORS N V
+$672.7K
4,060
+234%
建仓
SPSM
SPDR SERIES TRUST
+$666.5K
13,440
减持
IWM
ISHARES TR
-$642.2K
11,175
-31%
增持
MRK
MERCK & CO INC
+$640.2K
7,778
+155%
增持
SCHW
SCHWAB CHARLES CORP
+$639.9K
9,610
+136%
增持
CGBL
CAPITAL GROUP CORE BALANCED
+$636.6K
23,904
+266%
增持
BUFF
INNOVATOR ETFS TRUST
+$635.5K
25,951
+85%
增持
V
VISA INC
+$629.9K
3,525
+128%
建仓
STIP
ISHARES TR
+$626.0K
6,093
建仓
EXPE
EXPEDIA GROUP INC
+$621.1K
2,245
建仓
CDX
SIMPLIFY EXCHANGE TRADED FUN
+$608.6K
27,526
清仓
VB
VANGUARD INDEX FDS
-$606.7K
0
-100%
建仓
WTMF
WISDOMTREE TR
+$597.7K
15,476
增持
RDVY
FIRST TR EXCHANGE TRADED FD
+$595.6K
19,078
+64%
清仓
AXP
AMERICAN EXPRESS CO
-$593.9K
0
-100%
减持
VTI
VANGUARD INDEX FDS
-$593.4K
1,140
-64%
增持
SPBO
SPDR SERIES TRUST
+$593.0K
32,308
+167%
清仓
ODFL
OLD DOMINION FREIGHT LINE IN
-$589.3K
0
-100%
增持
C
CITIGROUP INC
+$582.9K
6,939
+164%
增持
TSLA
TESLA INC
+$582.4K
3,330
+29%
建仓
MAGS
LISTED FDS TR
+$579.0K
8,752
减持
AMT
AMERICAN TOWER CORP NEW
-$571.9K
3,752
-32%
增持
AMGN
AMGEN INC
+$567.0K
2,442
+148%
增持
ABBV
ABBVIE INC
+$556.4K
3,581
+164%
减持
VIG
VANGUARD SPECIALIZED FUNDS
-$552.1K
4,789
-40%
减持
SPTI
SPDR SERIES TRUST
-$548.8K
9,802
-66%
增持
—
MEDTRONIC PLC
+$548.1K
10,020
+82%
建仓
EXAS
EXACT SCIENCES CORP
+$534.0K
5,210
建仓
JPST
J P MORGAN EXCHANGE TRADED F
+$533.9K
10,550
建仓
SLYG
SPDR SERIES TRUST
+$531.9K
5,340
建仓
ATR
APTARGROUP INC
+$531.0K
4,254
建仓
CRS
CARPENTER TECHNOLOGY CORP
+$530.6K
1,704
增持
—
EATON CORP PLC
+$529.6K
2,398
+158%
增持
WTV
WISDOMTREE TR
+$526.8K
21,656
+19%
增持
META
META PLATFORMS INC
+$526.5K
1,567
+99%
建仓
—
FTAI AVIATION LTD
+$521.9K
1,902
清仓
SHM
SPDR SERIES TRUST
-$519.2K
0
-100%
增持
BLK
BLACKROCK INC
+$510.8K
727
+152%
建仓
JHSC
JOHN HANCOCK EXCHANGE TRADED
+$508.8K
12,116
建仓
QFLR
INNOVATOR ETFS TRUST
+$508.4K
14,830
建仓
MNA
NEW YORK LIFE INVESTMENTS ET
+$503.6K
13,958
建仓
PYLD
PIMCO ETF TR
+$485.3K
18,177
增持
MLPX
GLOBAL X FDS
+$485.2K
29,347
+30%
清仓
IRT
INDEPENDENCE RLTY TR INC
-$484.0K
0
-100%
清仓
IDUB
ETF SER SOLUTIONS
-$480.1K
0
-100%
清仓
IWN
ISHARES TR
-$479.1K
0
-100%
增持
ADI
ANALOG DEVICES INC
+$478.5K
2,501
+90%
清仓
DEM
WISDOMTREE TR
-$472.4K
0
-100%
建仓
FYC
FIRST TR EXCHANGE-TRADED ALP
+$471.6K
4,665
建仓
GTLS
CHART INDS INC
+$469.7K
2,264
建仓
SMTC
SEMTECH CORP
+$467.1K
5,322
增持
SPSB
SPDR SERIES TRUST
+$466.5K
23,546
+191%
清仓
XLI
SELECT SECTOR SPDR TR
-$465.1K
0
-100%
建仓
SPTL
SPDR SERIES TRUST
+$465.0K
17,701
清仓
VCR
VANGUARD WORLD FD
-$455.4K
0
-100%
增持
GNTX
GENTEX CORP
+$455.0K
28,177
+189%
清仓
VGT
VANGUARD WORLD FD
-$451.0K
0
-100%
建仓
VOO
VANGUARD INDEX FDS
+$442.7K
692
建仓
SDCI
USCF ETF TR
+$440.6K
19,199
建仓
HD
HOME DEPOT INC
+$440.1K
1,191
建仓
ESI
ELEMENT SOLUTIONS INC
+$433.5K
14,649
建仓
MINO
PIMCO ETF TR
+$428.7K
9,415
减持
JEPI
J P MORGAN EXCHANGE TRADED F
-$428.4K
6,067
-56%
增持
XLE
SELECT SECTOR SPDR TR
+$427.6K
15,959
+268%
增持
AVGO
BROADCOM INC
+$423.8K
5,232
+10%
清仓
PTMC
PACER FDS TR
-$423.5K
0
-100%
建仓
CGGR
CAPITAL GROUP GROWTH ETF
+$422.2K
9,480
建仓
MMSC
FIRST TR EXCHNG TRADED FD VI
+$422.2K
16,635
增持
PWR
QUANTA SVCS INC
+$420.9K
1,863
+50%
清仓
SPDW
SPDR INDEX SHS FDS
-$417.8K
0
-100%
清仓
XMMO
INVESCO EXCHANGE TRADED FD T
-$417.7K
0
-100%
清仓
PWB
INVESCO EXCHANGE TRADED FD T
-$412.4K
0
-100%
建仓
BIL
SPDR SERIES TRUST
+$404.7K
4,428
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$404.4K
2,603
+87%
清仓
CMCSA
COMCAST CORP NEW
-$401.8K
0
-100%
建仓
FSSL
FS SPECIALTY LENDING FD
+$399.4K
29,784
建仓
ILF
ISHARES TR
+$395.1K
11,090
建仓
UTES
ETFIS SER TR I
+$394.7K
5,172
增持
XLC
SELECT SECTOR SPDR TR
+$391.8K
13,761
+19%
建仓
CLF
CLEVELAND-CLIFFS INC NEW
+$391.3K
28,250
建仓
LLY
ELI LILLY & CO
+$388.4K
372
建仓
—
GLOBANT S A
+$383.2K
5,825
增持
—
ROYALTY PHARMA PLC
+$381.8K
15,152
+110%
增持
PAAA
PGIM ETF TR
+$377.5K
22,625
+49%
建仓
EWBC
EAST WEST BANCORP INC
+$365.8K
3,191
建仓
HEGD
LISTED FDS TR
+$364.7K
14,467
增持
BUFD
FIRST TR EXCHNG TRADED FD VI
+$363.0K
22,385
+121%
建仓
ITT
ITT INC
+$362.5K
1,950
建仓
BKAG
BNY MELLON ETF TRUST
+$362.3K
8,567
