小隐寺数据中心
概览
新闻
情绪
Reddit 热门
散户社区提及与热度榜
机构
机构目录
全部机构
机构持仓
机构真实持仓
事件
新股 IPO
定价、上市与申报追踪
内部人买卖
高管与董事交易
重大事件
并购/高管/退市等重大报告
举牌
主动或被动披露
财务
季报
10-Q 季度财报申报流
年报
10-K 年度财报申报流
公司
公司目录
上市公司高管与档案
势力阵营
即将上线
校友与资本关系图谱
人物
明星投资人
知名基金经理与持仓动向
政客交易
国会议员持仓披露
API
小隐寺主站
Journey Advisory Group, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Journey Advisory Group, LLC
报告期 2026-03-31 · CIK 0001840085
持仓数
244
前50大市值合计
$841.4M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($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
21Q3 调仓
2021-06-30 → 2021-09-30 · 共 150 项
建仓 5
增持 70
减持 67
清仓 8
方向
标的
Δ市值
现股数(环比)
减持
SLV
ISHARES SILVER TR
-$1.7M
52,875
-53%
减持
DUK
DUKE ENERGY CORP NEW
-$1.3M
9,720
-57%
减持
VZ
VERIZON COMMUNICATIONS INC
-$1.1M
17,732
-51%
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。
增持
JPST
J P MORGAN EXCHANGE-TRADED F
+$1.0M
203,536
+11%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$982.0K
8,114
-29%
增持
SCHO
SCHWAB STRATEGIC TR
+$898.0K
172,335
+11%
增持
VEA
VANGUARD TAX-MANAGED INTL FD
+$857.0K
30,590
+129%
清仓
—
GENERAL ELECTRIC CO
-$833.0K
0
-100%
减持
—
EXXON MOBIL CORP
-$803.0K
25,102
-31%
增持
BND
VANGUARD BD INDEX FDS
+$790.0K
105,427
+10%
减持
FDX
FEDEX CORP
-$736.0K
7,217
-7%
减持
AAPL
APPLE INC
+$713.0K
162,496
-0%
减持
MMM
3M CO
-$707.0K
5,989
-32%
增持
MSFT
MICROSOFT CORP
+$692.0K
38,636
+3%
减持
INTC
INTEL CORP
-$664.0K
19,733
-35%
减持
AMZN
AMAZON COM INC
-$608.0K
1,013
-11%
减持
RTX
RAYTHEON TECHNOLOGIES CORP
-$592.0K
5,218
-57%
减持
XLU
SELECT SECTOR SPDR TR
-$578.0K
6,294
-59%
减持
WY
WEYERHAEUSER CO MTN BE
-$561.0K
11,925
-58%
增持
—
ACCENTURE PLC IRELAND
+$540.0K
4,081
+57%
减持
—
WALGREENS BOOTS ALLIANCE INC
-$538.0K
6,795
-58%
减持
CVX
CHEVRON CORP NEW
-$514.0K
7,435
-39%
增持
COST
COSTCO WHSL CORP NEW
+$505.0K
2,286
+73%
减持
MINT
PIMCO ETF TR
-$501.0K
54,666
-8%
增持
IJR
ISHARES TR
+$488.0K
16,456
+42%
减持
DIS
DISNEY WALT CO
-$483.0K
27,493
-6%
增持
HD
HOME DEPOT INC
+$445.0K
5,776
+27%
清仓
XLP
SELECT SECTOR SPDR TR
-$443.0K
0
-100%
减持
COP
CONOCOPHILLIPS
-$426.0K
7,939
-50%
建仓
GE
GENERAL ELECTRIC CO
+$415.0K
4,027
减持
WMT
WALMART INC
-$410.0K
22,335
-11%
减持
HUM
HUMANA INC
-$390.0K
6,081
-2%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$379.0K
22,525
+64%
增持
NEE
NEXTERA ENERGY INC
+$376.0K
57,117
+2%
减持
IVE
ISHARES TR
-$373.0K
6,819
-26%
增持
UNH
UNITEDHEALTH GROUP INC
+$368.0K
3,305
+43%
增持
AVGO
BROADCOM INC
+$358.0K
2,333
+44%
建仓
PNC
PNC FINL SVCS GROUP INC
+$355.0K
1,816
增持
MCD
MCDONALDS CORP
+$344.0K
4,562
+39%
减持
VLO
VALERO ENERGY CORP
-$336.0K
3,150
-56%
减持
XLC
SELECT SECTOR SPDR TR
-$334.0K
6,530
-38%
增持
JPM
JPMORGAN CHASE & CO
+$331.0K
31,430
+2%
增持
XLF
SELECT SECTOR SPDR TR
+$328.0K
18,535
+85%
减持
OXY
OCCIDENTAL PETE CORP
-$318.0K
8,049
-55%
建仓
ICE
INTERCONTINENTAL EXCHANGE IN
+$317.0K
2,759
减持
IJH
ISHARES TR
-$301.0K
37,199
-1%
减持
—
CHUBB LIMITED
-$295.0K
10,905
-21%
增持
IVV
ISHARES TR
+$292.0K
8,395
+9%
减持
JNJ
JOHNSON & JOHNSON
-$291.0K
34,369
-3%
增持
LMT
LOCKHEED MARTIN CORP
+$289.0K
2,271
+73%
增持
WM
WASTE MGMT INC DEL
+$283.0K
5,344
+45%
减持
SPY
SPDR S&P 500 ETF TR
-$283.0K
18,823
-4%
增持
PFE
PFIZER INC
+$281.0K
57,012
+3%
减持
BA
BOEING CO
-$265.0K
1,930
-33%
清仓
PM
PHILIP MORRIS INTL INC
-$264.0K
0
-100%
清仓
—
SKECHERS U S A INC
-$264.0K
0
-100%
增持
TXN
TEXAS INSTRS INC
+$257.0K
5,621
+31%
增持
EFA
ISHARES TR
+$256.0K
14,445
+31%
增持
ADP
AUTOMATIC DATA PROCESSING IN
+$254.0K
4,230
+42%
清仓
BAX
BAXTER INTL INC
-$250.0K
0
-100%
减持
TJX
TJX COS INC NEW
-$247.0K
23,094
-12%
减持
MRK
MERCK & CO INC
-$240.0K
23,336
-9%
减持
ORCL
ORACLE CORP
+$235.0K
45,522
-5%
减持
RSP
INVESCO EXCHANGE TRADED FD T
-$228.0K
19,776
-7%
减持
XLK
SELECT SECTOR SPDR TR
-$227.0K
51,171
-4%
清仓
FLS
FLOWSERVE CORP
-$226.0K
0
-100%
清仓
D
DOMINION ENERGY INC
-$225.0K
0
-100%
增持
VNQ
VANGUARD INDEX FDS
+$216.0K
4,832
+78%
清仓
MO
ALTRIA GROUP INC
-$216.0K
0
-100%
增持
CMCSA
COMCAST CORP NEW
+$214.0K
8,804
+80%
建仓
DG
DOLLAR GEN CORP NEW
+$210.0K
992
减持
CAT
CATERPILLAR INC
-$208.0K
3,341
-14%
增持
APD
AIR PRODS & CHEMS INC
+$206.0K
2,323
+72%
建仓
CRM
SALESFORCE COM INC
+$204.0K
753
增持
BAH
BOOZ ALLEN HAMILTON HLDG COR
+$202.0K
7,411
+63%
减持
SJM
SMUCKER J M CO
-$201.0K
3,303
-28%
增持
AMP
AMERIPRISE FINL INC
+$201.0K
1,714
+70%
增持
GLD
SPDR GOLD TR
+$201.0K
3,681
+51%
增持
QQQ
INVESCO QQQ TR
+$199.0K
21,779
+2%
减持
PG
PROCTER AND GAMBLE CO
+$198.0K
104,214
-2%
增持
CCI
CROWN CASTLE INTL CORP NEW
-$196.0K
12,621
+3%
减持
GOOGL
ALPHABET INC
-$194.0K
816
-16%
增持
TROW
PRICE T ROWE GROUP INC
+$193.0K
3,068
+48%
减持
IBB
ISHARES TR
-$182.0K
14,178
-6%
增持
SCHF
SCHWAB STRATEGIC TR
+$180.0K
25,208
+25%
减持
EEM
ISHARES TR
-$178.0K
8,551
-23%
减持
SPYV
SPDR SER TR
-$173.0K
5,567
-44%
增持
XLV
SELECT SECTOR SPDR TR
+$169.0K
3,701
+54%
增持
WEC
WEC ENERGY GROUP INC
+$158.0K
5,164
+55%
减持
NOC
NORTHROP GRUMMAN CORP
-$158.0K
4,964
-7%
增持
XLY
SELECT SECTOR SPDR TR
+$147.0K
2,448
+50%
增持
V
VISA INC
-$146.0K
17,836
+1%
减持
KO
COCA COLA CO
-$142.0K
5,292
-32%
增持
CSX
CSX CORP
-$142.0K
61,019
+0%
增持
AMGN
AMGEN INC
+$139.0K
4,080
+36%
减持
HON
HONEYWELL INTL INC
-$138.0K
2,117
-21%
减持
SCHR
SCHWAB STRATEGIC TR
-$135.0K
47,790
-4%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$133.0K
17,646
+29%
增持
MCHP
MICROCHIP TECHNOLOGY INC.
+$119.0K
22,216
+1%
增持
SWKS
SKYWORKS SOLUTIONS INC
-$118.0K
8,264
+7%
减持
QRVO
QORVO INC
-$117.0K
2,035
-13%
减持
EW
EDWARDS LIFESCIENCES CORP
+$116.0K
27,784
-5%
增持
ABT
ABBOTT LABS
+$115.0K
32,323
+1%
减持
XLI
SELECT SECTOR SPDR TR
-$111.0K
9,035
-7%
增持
NKE
NIKE INC
+$107.0K
4,299
+29%
增持
—
LAM RESEARCH CORP
+$107.0K
1,279
+34%
增持
ABBV
ABBVIE INC
+$104.0K
18,619
+10%
减持
AMT
AMERICAN TOWER CORP NEW
-$104.0K
8,866
-3%
增持
BIV
VANGUARD BD INDEX FDS
+$101.0K
15,696
+8%
减持
PSA
PUBLIC STORAGE
-$96.0K
5,723
-4%
增持
USB
US BANCORP DEL
+$93.0K
13,287
+9%
减持
XLE
SELECT SECTOR SPDR TR
-$93.0K
5,901
-21%
增持
PYPL
PAYPAL HLDGS INC
+$91.0K
1,874
+38%
减持
MRVL
MARVELL TECHNOLOGY INC
-$91.0K
12,999
-13%
增持
FMC
FMC CORP
+$86.0K
4,064
+54%
增持
NVDA
NVIDIA CORPORATION
+$76.0K
9,321
+302%
增持
PSX
PHILLIPS 66
+$74.0K
4,973
+56%
增持
TSLA
TESLA INC
+$73.0K
624
+3%
增持
SHW
SHERWIN WILLIAMS CO
+$72.0K
6,192
+2%
增持
SCHA
SCHWAB STRATEGIC TR
+$71.0K
8,675
+13%
减持
XLB
SELECT SECTOR SPDR TR
-$69.0K
5,375
-10%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$68.0K
754
+5%
增持
SCHH
SCHWAB STRATEGIC TR
+$67.0K
18,119
+9%
减持
ULST
SSGA ACTIVE ETF TR
-$67.0K
7,277
-18%
减持
TIP
ISHARES TR
-$65.0K
1,894
-21%
增持
INTU
INTUIT
+$64.0K
763
+8%
减持
LLY
LILLY ELI & CO
-$63.0K
15,852
-2%
减持
—
CORESITE RLTY CORP
-$60.0K
12,450
-6%
减持
T
AT&T INC
-$59.0K
8,173
-16%
减持
VB
VANGUARD INDEX FDS
-$57.0K
5,889
-1%
减持
PGX
INVESCO EXCH TRADED FD TR II
-$57.0K
129,484
-1%
增持
—
BLACKROCK INC
-$57.0K
3,781
+2%
减持
SPYG
SPDR SER TR
-$50.0K
3,182
-21%
增持
DHR
DANAHER CORPORATION
+$46.0K
846
+7%
增持
UNP
UNION PAC CORP
-$45.0K
5,941
+8%
增持
BAC
BK OF AMERICA CORP
+$44.0K
10,709
+7%
增持
MUB
ISHARES TR
+$44.0K
7,979
+6%
减持
COR
AMERISOURCEBERGEN CORP
-$43.0K
7,470
-9%
增持
VCIT
VANGUARD SCOTTSDALE FDS
+$40.0K
3,857
+13%
增持
META
FACEBOOK INC
+$39.0K
1,280
+13%
增持
NSC
NORFOLK SOUTHN CORP
-$39.0K
1,521
+0%
增持
UPS
UNITED PARCEL SERVICE INC
-$34.0K
1,377
+1%
减持
LQD
ISHARES TR
-$34.0K
11,348
-1%
减持
OTIS
OTIS WORLDWIDE CORP
-$31.0K
6,252
-6%
增持
GOOG
ALPHABET INC
+$31.0K
149
+2%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$30.0K
1,830
+13%
减持
EMR
EMERSON ELEC CO
-$30.0K
3,472
-6%
减持
AGG
ISHARES TR
-$29.0K
9,961
-2%
增持
MDLZ
MONDELEZ INTL INC
+$29.0K
11,469
+12%
减持
IWM
ISHARES TR
-$27.0K
2,028
-1%
