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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
22Q2 调仓
2022-03-31 → 2022-06-30 · 共 150 项
建仓 33
增持 85
减持 23
清仓 9
方向
标的
Δ市值
现股数(环比)
清仓
BRK/A
BERKSHIRE HATHAWAY INC DEL
-$2.6M
0
-100%
增持
ABBV
ABBVIE INC
+$2.2M
44,598
+78%
增持
LLY
LILLY ELI & CO
+$2.1M
22,714
+25%
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
MSFT
MICROSOFT CORP
+$2.0M
64,278
+25%
增持
JNJ
JOHNSON & JOHNSON
+$1.7M
48,542
+28%
增持
WM
WASTE MGMT INC DEL
+$1.7M
19,209
+108%
增持
IJR
ISHARES TR
+$1.5M
61,240
+39%
增持
IJH
ISHARES TR
+$1.4M
63,011
+17%
减持
SPY
SPDR S&P 500 ETF TR
-$1.4M
16,193
-9%
增持
HD
HOME DEPOT INC
+$1.3M
11,761
+54%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$1.3M
45,597
+62%
减持
DIS
DISNEY WALT CO
-$1.1M
32,076
-2%
减持
MINT
PIMCO ETF TR
-$1.1M
30,460
-25%
增持
PFE
PFIZER INC
+$1.0M
91,702
+32%
增持
VTI
VANGUARD INDEX FDS
+$1.0M
6,541
+373%
增持
RTX
RAYTHEON TECHNOLOGIES CORP
+$987.0K
16,495
+196%
增持
APD
AIR PRODS & CHEMS INC
+$951.0K
7,937
+96%
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$882.0K
315,595
+6%
增持
MRK
MERCK & CO INC
+$875.0K
37,877
+25%
增持
PEP
PEPSICO INC
+$873.0K
28,298
+15%
建仓
MPC
MARATHON PETE CORP
+$856.0K
9,477
增持
VEA
VANGUARD TAX-MANAGED INTL FD
+$788.0K
145,307
+28%
增持
SCHO
SCHWAB STRATEGIC TR
+$787.0K
295,282
+6%
增持
XLE
SELECT SECTOR SPDR TR
+$785.0K
16,036
+174%
建仓
—
EATON CORP PLC
+$781.0K
5,296
增持
AMGN
AMGEN INC
+$774.0K
9,927
+44%
增持
TXN
TEXAS INSTRS INC
+$762.0K
12,749
+54%
建仓
MSI
MOTOROLA SOLUTIONS INC
+$758.0K
3,203
增持
NEE
NEXTERA ENERGY INC
+$756.0K
78,708
+12%
增持
QQQ
INVESCO QQQ TR
-$734.0K
21,675
+4%
增持
MCD
MCDONALDS CORP
+$723.0K
8,007
+42%
减持
EW
EDWARDS LIFESCIENCES CORP
-$714.0K
25,714
-7%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$713.0K
18,260
+42%
建仓
QUAL
ISHARES TR
+$690.0K
5,666
增持
CVX
CHEVRON CORP NEW
+$658.0K
13,208
+47%
增持
AMT
AMERICAN TOWER CORP NEW
+$640.0K
12,139
+16%
增持
NVDA
NVIDIA CORPORATION
-$639.0K
9,245
+8%
增持
BND
VANGUARD BD INDEX FDS
+$629.0K
188,214
+8%
增持
LMT
LOCKHEED MARTIN CORP
+$622.0K
4,195
+63%
增持
COST
COSTCO WHSL CORP NEW
+$621.0K
4,444
+41%
增持
GS
GOLDMAN SACHS GROUP INC
+$619.0K
3,540
+110%
增持
VNQ
VANGUARD INDEX FDS
+$612.0K
33,991
+35%
建仓
HAL
HALLIBURTON CO
+$596.0K
21,130
增持
UNH
UNITEDHEALTH GROUP INC
+$595.0K
5,131
+22%
增持
—
EXXON MOBIL CORP
+$569.0K
30,105
+9%
增持
GOOGL
ALPHABET INC
-$562.0K
19,562
+1837%
增持
UNP
UNION PAC CORP
+$562.0K
10,309
+58%
增持
XLK
SELECT SECTOR SPDR TR
-$560.0K
54,421
+3%
增持
ADP
AUTOMATIC DATA PROCESSING IN
+$553.0K
8,141
+31%
增持
COP
CONOCOPHILLIPS
+$543.0K
13,745
+80%
增持
CCI
CROWN CASTLE INTL CORP NEW
+$532.0K
17,651
+23%
增持
AAPL
APPLE INC
+$531.0K
178,883
+10%
增持
BAH
BOOZ ALLEN HAMILTON HLDG COR
+$531.0K
14,992
+46%
建仓
VYM
VANGUARD WHITEHALL FDS
+$524.0K
4,930
增持
PG
PROCTER AND GAMBLE CO
+$519.0K
120,824
+10%
建仓
BSX
BOSTON SCIENTIFIC CORP
+$513.0K
12,500
建仓
ROK
ROCKWELL AUTOMATION INC
+$510.0K
2,018
增持
WEC
WEC ENERGY GROUP INC
+$497.0K
12,668
+54%
建仓
QCOM
QUALCOMM INC
+$461.0K
3,126
建仓
—
JACOBS ENGR GROUP INC
+$453.0K
3,500
减持
PSA
PUBLIC STORAGE
-$449.0K
5,433
-4%
减持
SCHR
SCHWAB STRATEGIC TR
-$441.0K
37,699
-17%
清仓
XLC
SELECT SECTOR SPDR TR
-$440.0K
0
-100%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$438.0K
7,734
+0%
建仓
VHT
VANGUARD WORLD FDS
+$437.0K
1,798
增持
BAC
BK OF AMERICA CORP
+$432.0K
25,909
+142%
增持
—
ACCENTURE PLC IRELAND
+$428.0K
9,177
+31%
增持
HON
HONEYWELL INTL INC
+$425.0K
5,409
+71%
建仓
USMV
ISHARES TR
+$412.0K
5,606
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$401.0K
86,864
+27%
增持
JPM
JPMORGAN CHASE & CO
+$401.0K
46,208
+29%
减持
PGX
INVESCO EXCH TRADED FD TR II
-$382.0K
85,562
-23%
增持
XLV
SELECT SECTOR SPDR TR
+$378.0K
7,423
+70%
建仓
MTUM
ISHARES TR
+$377.0K
2,650
减持
V
VISA INC
-$367.0K
16,868
-5%
建仓
DOW
DOW INC
+$363.0K
6,918
增持
USB
US BANCORP DEL
+$355.0K
44,009
+35%
增持
MDLZ
MONDELEZ INTL INC
+$352.0K
22,136
+28%
增持
AMZN
AMAZON COM INC
-$336.0K
23,474
+2078%
建仓
ALGN
ALIGN TECHNOLOGY INC
+$332.0K
1,175
建仓
—
ISHARES TR
+$329.0K
13,200
减持
IBB
ISHARES TR
-$324.0K
11,723
-13%
增持
TIP
ISHARES TR
+$322.0K
7,898
+63%
增持
CME
CME GROUP INC
+$319.0K
2,736
+200%
建仓
BBN
BLACKROCK TAX MUNICPAL BD TR
+$318.0K
15,900
建仓
KYN
KAYNE ANDERSON ENERGY INFRST
+$317.0K
35,000
增持
CRM
SALESFORCE INC
+$314.0K
4,261
+94%
增持
VGT
VANGUARD WORLD FDS
+$306.0K
2,211
+80%
建仓
—
ISHARES TR
+$305.0K
12,274
增持
AVGO
BROADCOM INC
+$300.0K
4,442
+34%
增持
KO
COCA COLA CO
+$295.0K
13,051
+48%
清仓
CINF
CINCINNATI FINL CORP
-$286.0K
0
-100%
清仓
SQ
BLOCK INC
-$280.0K
0
-100%
建仓
ADC
AGREE RLTY CORP
+$273.0K
3,474
增持
VZ
VERIZON COMMUNICATIONS INC
+$268.0K
24,758
+44%
增持
TSLA
TESLA INC
+$267.0K
1,695
+47%
增持
DVY
ISHARES TR
+$264.0K
6,361
+59%
建仓
MEDP
MEDPACE HLDGS INC
+$264.0K
1,575
减持
BIV
VANGUARD BD INDEX FDS
-$260.0K
12,092
-19%
减持
MRVL
MARVELL TECHNOLOGY INC
-$257.0K
14,029
-3%
减持
LQD
ISHARES TR
-$257.0K
8,247
-17%
清仓
QRVO
QORVO INC
-$256.0K
0
-100%
建仓
KBH
KB HOME
+$255.0K
7,800
减持
MMM
3M CO
-$254.0K
4,512
-25%
增持
—
ISHARES TR
+$253.0K
23,989
+74%
建仓
IMCG
ISHARES TR
+$253.0K
4,385
建仓
VO
VANGUARD INDEX FDS
+$249.0K
1,156
清仓
VLO
VALERO ENERGY CORP
-$249.0K
0
-100%
建仓
—
WELLS FARGO CO NEW
+$248.0K
195
建仓
—
ISHARES TR
+$246.0K
10,980
清仓
AVY
AVERY DENNISON CORP
-$244.0K
0
-100%
增持
—
BLACKROCK INC
-$241.0K
4,325
+5%
建仓
CL
COLGATE PALMOLIVE CO
+$235.0K
2,900
建仓
GIS
GENERAL MLS INC
+$232.0K
3,070
清仓
NUE
NUCOR CORP
-$222.0K
0
-100%
增持
VCIT
VANGUARD SCOTTSDALE FDS
+$222.0K
6,942
+70%
增持
INTC
INTEL CORP
-$220.0K
30,358
+12%
增持
NKE
NIKE INC
+$220.0K
7,103
+61%
增持
DE
DEERE & CO
-$219.0K
2,918
+1%
清仓
SCHV
SCHWAB STRATEGIC TR
-$217.0K
0
-100%
增持
IVV
ISHARES TR
-$213.0K
12,836
+6%
建仓
RF
REGIONS FINANCIAL CORP NEW
+$208.0K
9,834
减持
—
WALGREENS BOOTS ALLIANCE INC
-$206.0K
5,070
-44%
建仓
VBR
VANGUARD INDEX FDS
+$206.0K
1,250
建仓
HBAN
HUNTINGTON BANCSHARES INC
+$203.0K
15,230
减持
TRV
TRAVELERS COMPANIES INC
-$202.0K
5,375
-6%
建仓
LOW
LOWES COS INC
+$202.0K
1,039
减持
TJX
TJX COS INC NEW
-$187.0K
17,045
-18%
增持
WMT
WALMART INC
+$187.0K
30,152
+18%
增持
FMC
FMC CORP
+$181.0K
9,410
+46%
减持
WY
WEYERHAEUSER CO MTN BE
-$178.0K
5,980
-43%
增持
AMP
AMERIPRISE FINL INC
+$174.0K
3,790
+36%
增持
—
MEDTRONIC PLC
+$173.0K
4,633
+99%
减持
COR
AMERISOURCEBERGEN CORP
-$166.0K
6,645
-10%
建仓
F
FORD MTR CO DEL
+$166.0K
10,800
减持
XLI
SELECT SECTOR SPDR TR
-$164.0K
8,505
-10%
增持
ABT
ABBOTT LABS
+$159.0K
39,377
+12%
增持
—
ISHARES TR
+$153.0K
15,157
+69%
增持
PFF
ISHARES TR
+$145.0K
14,497
+47%
增持
TROW
PRICE T ROWE GROUP INC
+$144.0K
8,009
+43%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$143.0K
17,681
+15%
增持
PAVE
GLOBAL X FDS
+$141.0K
15,445
+65%
增持
ADI
ANALOG DEVICES INC
+$141.0K
2,029
+62%
增持
GOOG
ALPHABET INC
-$138.0K
6,520
+1944%
减持
XLB
SELECT SECTOR SPDR TR
-$133.0K
4,180
-19%
增持
SYK
STRYKER CORPORATION
-$131.0K
2,497
+1%
减持
SLV
ISHARES SILVER TR
-$131.0K
30,350
-1%
减持
WMS
ADVANCED DRAIN SYS INC DEL
-$125.0K
8,480
-11%
减持
PYPL
PAYPAL HLDGS INC
-$124.0K
4,337
-1%
增持
VCSH
VANGUARD SCOTTSDALE FDS
+$124.0K
25,322
+8%
