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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
22Q1 调仓
2021-12-31 → 2022-03-31 · 共 150 项
建仓 21
增持 84
减持 33
清仓 12
方向
标的
Δ市值
现股数(环比)
增持
SCHO
SCHWAB STRATEGIC TR
+$4.2M
277,961
+47%
增持
JPST
J P MORGAN EXCHANGE-TRADED F
+$4.0M
296,869
+37%
增持
BND
VANGUARD BD INDEX FDS
+$4.0M
174,497
+50%
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
IJH
ISHARES TR
+$3.1M
53,742
+35%
增持
VEA
VANGUARD TAX-MANAGED INTL FD
+$3.0M
113,563
+140%
增持
IJR
ISHARES TR
+$2.3M
44,125
+103%
增持
VNQ
VANGUARD INDEX FDS
+$1.9M
25,141
+252%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$1.7M
12,836
+554%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$1.7M
68,645
+133%
建仓
TSCO
TRACTOR SUPPLY CO
+$1.4M
5,823
减持
QQQ
INVESCO QQQ TR
-$1.3M
20,876
-6%
增持
ABBV
ABBVIE INC
+$1.2M
25,059
+18%
增持
IVV
ISHARES TR
+$1.0M
12,154
+29%
减持
SPY
SPDR S&P 500 ETF TR
-$960.0K
17,750
-6%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$767.0K
28,191
+36%
增持
LLY
LILLY ELI & CO
+$700.0K
18,217
+11%
增持
—
EXXON MOBIL CORP
+$685.0K
27,545
+6%
增持
USB
US BANCORP DEL
+$662.0K
32,670
+71%
增持
CVX
CHEVRON CORP NEW
+$650.0K
8,980
+30%
减持
MINT
PIMCO ETF TR
-$650.0K
40,624
-13%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$588.0K
7,724
+8%
增持
—
LAM RESEARCH CORP
+$570.0K
2,709
+120%
增持
TSLA
TESLA INC
+$560.0K
1,155
+78%
增持
DE
DEERE & CO
+$553.0K
2,903
+53%
增持
JPM
JPMORGAN CHASE & CO
-$544.0K
35,773
+5%
增持
MCHP
MICROCHIP TECHNOLOGY INC.
-$543.0K
47,032
+0%
建仓
VGT
VANGUARD WORLD FDS
+$511.0K
1,226
增持
SHW
SHERWIN WILLIAMS CO
-$508.0K
6,779
+9%
增持
PG
PROCTER AND GAMBLE CO
-$484.0K
109,639
+4%
增持
XLK
SELECT SECTOR SPDR TR
-$475.0K
52,803
+4%
增持
HD
HOME DEPOT INC
-$458.0K
7,628
+15%
增持
JNJ
JOHNSON & JOHNSON
+$452.0K
37,950
+3%
减持
TJX
TJX COS INC NEW
-$443.0K
20,720
-7%
增持
ABT
ABBOTT LABS
-$441.0K
35,097
+7%
建仓
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$438.0K
4,200
增持
AMGN
AMGEN INC
+$420.0K
6,881
+24%
建仓
VTIP
VANGUARD MALVERN FDS
+$406.0K
7,938
清仓
PSX
PHILLIPS 66
-$399.0K
0
-100%
减持
RSP
INVESCO EXCHANGE TRADED FD T
-$388.0K
15,416
-11%
增持
TIP
ISHARES TR
+$368.0K
4,844
+166%
增持
COST
COSTCO WHSL CORP NEW
+$352.0K
3,141
+22%
增持
MDY
SPDR S&P MIDCAP 400 ETF TR
+$349.0K
1,450
+107%
建仓
—
ISHARES TR
+$349.0K
13,789
增持
—
BLACKROCK INC
-$348.0K
4,115
+8%
减持
IBB
ISHARES TR
-$344.0K
13,488
-2%
增持
MRK
MERCK & CO INC
+$335.0K
30,199
+8%
增持
TXN
TEXAS INSTRS INC
+$330.0K
8,274
+31%
建仓
GD
GENERAL DYNAMICS CORP
+$322.0K
1,334
减持
ORCL
ORACLE CORP
-$321.0K
43,887
-3%
减持
FDX
FEDEX CORP
-$318.0K
5,952
-9%
建仓
SO
SOUTHERN CO
+$306.0K
4,223
增持
UNH
UNITEDHEALTH GROUP INC
+$301.0K
4,219
+14%
增持
NEE
NEXTERA ENERGY INC
+$297.0K
70,345
+16%
增持
FMC
FMC CORP
+$296.0K
6,430
+28%
增持
PEP
PEPSICO INC
+$281.0K
24,698
+11%
减持
HUM
HUMANA INC
-$281.0K
5,767
-4%
建仓
—
MANDIANT INC
+$277.0K
12,400
增持
COP
CONOCOPHILLIPS
+$270.0K
7,639
+12%
建仓
PAVE
GLOBAL X FDS
+$264.0K
9,335
建仓
ITW
ILLINOIS TOOL WKS INC
+$264.0K
1,261
增持
—
ACCENTURE PLC IRELAND
-$259.0K
7,024
+11%
建仓
—
MEDTRONIC PLC
+$258.0K
2,325
增持
AAPL
APPLE INC
-$256.0K
162,419
+1%
增持
UNP
UNION PAC CORP
+$253.0K
6,510
+7%
建仓
CHE
CHEMED CORP NEW
+$252.0K
498
增持
MSFT
MICROSOFT CORP
+$252.0K
51,616
+11%
建仓
VLO
VALERO ENERGY CORP
+$249.0K
2,450
增持
WEC
WEC ENERGY GROUP INC
+$248.0K
8,204
+39%
减持
NVDA
NVIDIA CORPORATION
-$247.0K
8,592
-2%
减持
PGX
INVESCO EXCH TRADED FD TR II
-$247.0K
110,819
-5%
增持
AMP
AMERIPRISE FINL INC
+$245.0K
2,783
+42%
减持
SLV
ISHARES SILVER TR
-$243.0K
30,625
-30%
建仓
KMB
KIMBERLY-CLARK CORP
+$242.0K
1,961
建仓
IBM
INTERNATIONAL BUSINESS MACHS
+$239.0K
1,837
建仓
MO
ALTRIA GROUP INC
+$233.0K
4,466
清仓
SPYG
SPDR SER TR
-$231.0K
0
-100%
增持
PYPL
PAYPAL HLDGS INC
-$230.0K
4,395
+12%
清仓
SPYV
SPDR SER TR
-$228.0K
0
-100%
增持
KO
COCA COLA CO
+$226.0K
8,829
+63%
建仓
—
ISHARES TR
+$226.0K
8,957
清仓
ULST
SSGA ACTIVE ETF TR
-$225.0K
0
-100%
增持
EMR
EMERSON ELEC CO
+$224.0K
7,463
+37%
建仓
NUE
NUCOR CORP
+$222.0K
1,495
建仓
ITOT
ISHARES TR
+$222.0K
2,200
清仓
XLP
SELECT SECTOR SPDR TR
-$218.0K
0
-100%
清仓
VTEB
VANGUARD MUN BD FDS
-$216.0K
0
-100%
清仓
SUB
ISHARES TR
-$215.0K
0
-100%
清仓
BSX
BOSTON SCIENTIFIC CORP
-$212.0K
0
-100%
清仓
MEDP
MEDPACE HLDGS INC
-$212.0K
0
-100%
建仓
ADI
ANALOG DEVICES INC
+$207.0K
1,254
增持
DUK
DUKE ENERGY CORP NEW
+$205.0K
12,047
+11%
增持
AMT
AMERICAN TOWER CORP NEW
-$203.0K
10,431
+8%
清仓
BAX
BAXTER INTL INC
-$202.0K
0
-100%
减持
SCHR
SCHWAB STRATEGIC TR
-$201.0K
45,486
-3%
清仓
SCHX
SCHWAB STRATEGIC TR
-$201.0K
0
-100%
建仓
IAU
GOLD TR
+$200.0K
5,417
清仓
VBR
VANGUARD INDEX FDS
-$200.0K
0
-100%
增持
BAH
BOOZ ALLEN HAMILTON HLDG COR
+$198.0K
10,299
+24%
增持
APD
AIR PRODS & CHEMS INC
+$198.0K
4,052
+51%
增持
WM
WASTE MGMT INC DEL
+$190.0K
9,216
+21%
增持
PFE
PFIZER INC
-$189.0K
69,691
+8%
增持
CMCSA
COMCAST CORP NEW
+$187.0K
20,470
+34%
增持
DIS
DISNEY WALT CO
-$186.0K
32,603
+8%
减持
OXY
OCCIDENTAL PETE CORP
+$177.0K
6,899
-7%
增持
MMM
3M CO
-$173.0K
6,054
+0%
增持
BA
BOEING CO
+$173.0K
2,145
+82%
增持
DVY
ISHARES TR
+$172.0K
4,001
+44%
减持
INTU
INTUIT
-$170.0K
792
-8%
减持
LMT
LOCKHEED MARTIN CORP
+$156.0K
2,577
-7%
增持
HON
HONEYWELL INTL INC
+$153.0K
3,157
+43%
增持
AVGO
BROADCOM INC
+$149.0K
3,308
+14%
减持
CARR
CARRIER GLOBAL CORPORATION
-$148.0K
13,167
-5%
增持
NKE
NIKE INC
-$134.0K
4,402
+1%
减持
NOC
NORTHROP GRUMMAN CORP
+$133.0K
4,500
-7%
增持
MDLZ
MONDELEZ INTL INC
+$132.0K
17,271
+20%
减持
LQD
ISHARES TR
-$130.0K
9,940
-1%
增持
TROW
PRICE T ROWE GROUP INC
+$130.0K
5,590
+54%
增持
XLE
SELECT SECTOR SPDR TR
+$128.0K
5,851
+2%
增持
GLD
SPDR GOLD TR
+$127.0K
4,901
+11%
增持
PFF
ISHARES TR
+$126.0K
9,847
+67%
减持
—
CHUBB LIMITED
+$125.0K
11,081
-5%
减持
BIV
VANGUARD BD INDEX FDS
-$125.0K
14,976
-3%
增持
VCSH
VANGUARD SCOTTSDALE FDS
+$123.0K
23,451
+12%
增持
ADP
AUTOMATIC DATA PROCESSING IN
+$121.0K
6,204
+18%
增持
INTC
INTEL CORP
+$120.0K
27,082
+14%
增持
SYK
STRYKER CORPORATION
+$117.0K
2,482
+21%
增持
META
META PLATFORMS INC
-$112.0K
1,713
+17%
增持
CCI
CROWN CASTLE INTL CORP NEW
-$109.0K
14,327
+9%
增持
MRVL
MARVELL TECHNOLOGY INC
-$104.0K
14,399
+11%
减持
WY
WEYERHAEUSER CO MTN BE
-$92.0K
10,530
-12%
减持
VMBS
VANGUARD SCOTTSDALE FDS
-$91.0K
13,096
-7%
增持
CAT
CATERPILLAR INC
+$91.0K
3,305
+6%
减持
V
VISA INC
+$89.0K
17,728
-0%
减持
VB
VANGUARD INDEX FDS
-$88.0K
6,002
-0%
增持
AEP
AMERICAN ELEC PWR CO INC
+$88.0K
7,904
+0%
减持
OTIS
OTIS WORLDWIDE CORP
-$87.0K
6,277
-4%
增持
RTX
RAYTHEON TECHNOLOGIES CORP
+$87.0K
5,566
+3%
减持
SBUX
STARBUCKS CORP
-$85.0K
3,145
-1%
增持
IUSB
ISHARES TR
-$84.0K
25,272
+0%
增持
MCD
MCDONALDS CORP
+$82.0K
5,632
+15%
减持
TRV
TRAVELERS COMPANIES INC
+$80.0K
5,700
-7%
减持
IEMG
ISHARES INC
-$78.0K
4,923
-16%
增持
IWF
ISHARES TR
+$74.0K
1,721
+30%
增持
CRM
SALESFORCE COM INC
-$72.0K
2,194
+4%
减持
SCHF
SCHWAB STRATEGIC TR
-$69.0K
25,057
-1%
增持
MNST
MONSTER BEVERAGE CORP NEW
-$69.0K
4,974
+2%
减持
PPG
PPG INDS INC
-$68.0K
1,573
-1%
减持
XLC
SELECT SECTOR SPDR TR
-$66.0K
6,400
-2%
增持
GOOGL
ALPHABET INC
-$65.0K
1,010
+2%
减持
VZ
VERIZON COMMUNICATIONS INC
-$65.0K
17,215
-5%
