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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
22Q3 调仓
2022-06-30 → 2022-09-30 · 共 150 项
建仓 13
增持 45
减持 71
清仓 21
方向
标的
Δ市值
现股数(环比)
减持
AAPL
APPLE INC
-$4.7M
175,238
-2%
增持
PG
PROCTER AND GAMBLE CO
-$1.8M
122,742
+2%
减持
BND
VANGUARD BD INDEX FDS
-$1.7M
179,358
-5%
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
-$1.5M
65,240
+4%
减持
XLK
SELECT SECTOR SPDR TR
-$1.5M
53,651
-1%
增持
MSFT
MICROSOFT CORP
-$1.3M
71,108
+11%
减持
QQQ
INVESCO QQQ TR
-$1.2M
21,255
-2%
减持
SPY
SPDR S&P 500 ETF TR
-$1.1M
15,561
-4%
减持
IVV
ISHARES TR
-$1.0M
11,968
-7%
减持
ORCL
ORACLE CORP
-$981.0K
45,264
-6%
减持
VEA
VANGUARD TAX-MANAGED FDS
-$963.0K
145,198
-0%
减持
ABT
ABBOTT LABS
-$926.0K
35,007
-11%
减持
FDX
FEDEX CORP
-$880.0K
3,102
-45%
减持
SCHO
SCHWAB STRATEGIC TR
-$754.0K
286,023
-3%
建仓
SCHP
SCHWAB STRATEGIC TR
+$746.0K
14,409
增持
LLY
LILLY ELI & CO
+$709.0K
24,965
+10%
减持
—
LAM RESEARCH CORP
-$655.0K
2,473
-20%
增持
GLD
SPDR GOLD TR
+$625.0K
9,918
+80%
增持
VNQ
VANGUARD INDEX FDS
-$610.0K
34,010
+0%
减持
SCHR
SCHWAB STRATEGIC TR
-$609.0K
27,930
-26%
增持
AMT
AMERICAN TOWER CORP NEW
-$593.0K
12,424
+2%
减持
NVDA
NVIDIA CORPORATION
-$591.0K
9,176
-1%
减持
MCHP
MICROCHIP TECHNOLOGY INC.
-$582.0K
49,062
-5%
减持
SWKS
SKYWORKS SOLUTIONS INC
-$581.0K
8,244
-30%
建仓
J
JACOBS SOLUTIONS INC
+$575.0K
5,300
减持
SHW
SHERWIN WILLIAMS CO
-$558.0K
6,022
-18%
减持
VWO
VANGUARD INTL EQUITY INDEX F
-$511.0K
83,788
-4%
减持
UNP
UNION PAC CORP
-$495.0K
9,475
-8%
增持
—
BLACKROCK INC
-$474.0K
4,417
+2%
清仓
—
JACOBS ENGR GROUP INC
-$453.0K
0
-100%
增持
AMZN
AMAZON COM INC
-$446.0K
24,181
+3%
减持
BAC
BK OF AMERICA CORP
-$443.0K
14,240
-45%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$443.0K
53,458
+17%
增持
IJR
ISHARES TR
-$433.0K
66,607
+9%
减持
IBB
ISHARES TR
-$430.0K
8,573
-27%
增持
UNH
UNITEDHEALTH GROUP INC
+$420.0K
6,271
+22%
增持
EW
EDWARDS LIFESCIENCES CORP
-$407.0K
26,014
+1%
增持
DVY
ISHARES TR
+$396.0K
10,936
+72%
减持
JPST
J P MORGAN EXCHANGE TRADED F
-$388.0K
307,347
-3%
减持
CMCSA
COMCAST CORP NEW
-$377.0K
23,810
-17%
减持
RSP
INVESCO EXCHANGE TRADED FD T
-$366.0K
17,351
-2%
减持
TSCO
TRACTOR SUPPLY CO
-$364.0K
5,689
-22%
减持
XLV
SELECT SECTOR SPDR TR
-$362.0K
5,073
-32%
清仓
—
MANDIANT INC
-$347.0K
0
-100%
减持
TROW
PRICE T ROWE GROUP INC
-$344.0K
6,147
-23%
增持
BAH
BOOZ ALLEN HAMILTON HLDG COR
+$336.0K
19,183
+28%
减持
VZ
VERIZON COMMUNICATIONS INC
-$332.0K
21,420
-13%
减持
VIG
VANGUARD SPECIALIZED FUNDS
-$330.0K
18,241
-0%
增持
PFE
PFIZER INC
-$325.0K
98,658
+8%
增持
V
VISA INC
-$320.0K
18,268
+8%
减持
MUB
ISHARES TR
-$316.0K
5,308
-33%
增持
USB
US BANCORP DEL
-$316.0K
44,020
+0%
增持
CCI
CROWN CASTLE INC
-$310.0K
19,832
+12%
增持
DIS
DISNEY WALT CO
-$308.0K
32,849
+2%
清仓
EWJ
ISHARES INC
-$294.0K
0
-100%
增持
INTC
INTEL CORP
-$292.0K
32,221
+6%
建仓
CINF
CINCINNATI FINL CORP
+$279.0K
3,117
增持
HD
HOME DEPOT INC
-$278.0K
12,027
+2%
增持
PEP
PEPSICO INC
-$276.0K
28,976
+2%
减持
HON
HONEYWELL INTL INC
-$274.0K
4,580
-15%
清仓
META
META PLATFORMS INC
-$273.0K
0
-100%
清仓
ADC
AGREE RLTY CORP
-$273.0K
0
-100%
减持
BIV
VANGUARD BD INDEX FDS
-$269.0K
9,502
-21%
清仓
KBH
KB HOME
-$255.0K
0
-100%
减持
NOC
NORTHROP GRUMMAN CORP
-$252.0K
3,676
-12%
建仓
CLX
CLOROX CO DEL
+$250.0K
1,945
增持
MCD
MCDONALDS CORP
-$243.0K
8,118
+1%
建仓
SCHW
SCHWAB CHARLES CORP
+$242.0K
3,374
减持
BA
BOEING CO
-$239.0K
2,310
-25%
建仓
PM
PHILIP MORRIS INTL INC
+$239.0K
2,882
清仓
CL
COLGATE PALMOLIVE CO
-$235.0K
0
-100%
减持
MRVL
MARVELL TECHNOLOGY INC
-$234.0K
12,629
-10%
清仓
MBB
ISHARES TR
-$232.0K
0
-100%
减持
WMT
WALMART INC
-$232.0K
29,018
-4%
建仓
IWD
ISHARES TR
+$232.0K
1,707
建仓
ALB
ALBEMARLE CORP
+$230.0K
868
减持
VB
VANGUARD INDEX FDS
-$229.0K
6,573
-5%
建仓
AMD
ADVANCED MICRO DEVICES INC
+$229.0K
3,620
清仓
ADBE
ADOBE SYSTEMS INCORPORATED
-$227.0K
0
-100%
减持
RTX
RAYTHEON TECHNOLOGIES CORP
-$226.0K
16,022
-3%
清仓
WY
WEYERHAEUSER CO MTN BE
-$221.0K
0
-100%
增持
ROK
ROCKWELL AUTOMATION INC
+$221.0K
3,398
+68%
清仓
IEMG
ISHARES INC
-$220.0K
0
-100%
增持
CSX
CSX CORP
-$216.0K
74,171
+10%
清仓
SNX
TD SYNNEX CORPORATION
-$211.0K
0
-100%
清仓
ITOT
ISHARES TR
-$210.0K
0
-100%
清仓
RF
REGIONS FINANCIAL CORP NEW
-$208.0K
0
-100%
清仓
VBR
VANGUARD INDEX FDS
-$206.0K
0
-100%
清仓
GSY
INVESCO ACTIVELY MANAGED ETF
-$204.0K
0
-100%
清仓
HBAN
HUNTINGTON BANCSHARES INC
-$203.0K
0
-100%
清仓
PPG
PPG INDS INC
-$203.0K
0
-100%
清仓
—
WALGREENS BOOTS ALLIANCE INC
-$202.0K
0
-100%
增持
AVGO
BROADCOM INC
-$202.0K
4,911
+11%
清仓
LOW
LOWES COS INC
-$202.0K
0
-100%
减持
EFA
ISHARES TR
-$198.0K
16,824
-3%
减持
PSA
PUBLIC STORAGE
-$197.0K
5,348
-2%
减持
TJX
TJX COS INC NEW
-$192.0K
14,095
-17%
减持
—
EATON CORP PLC
-$192.0K
4,417
-17%
增持
GOOGL
ALPHABET INC
-$191.0K
21,493
+10%
建仓
CMS
CMS ENERGY CORP
+$186.0K
3,200
增持
WM
WASTE MGMT INC DEL
+$186.0K
20,749
+8%
减持
MMM
3M CO
-$185.0K
4,180
-7%
建仓
MS
MORGAN STANLEY
+$182.0K
2,300
减持
—
ISHARES TR
-$181.0K
16,879
-30%
减持
PGX
INVESCO EXCH TRADED FD TR II
-$179.0K
79,380
-7%
增持
AMGN
AMGEN INC
+$175.0K
11,592
+17%
增持
PNC
PNC FINL SVCS GROUP INC
+$165.0K
3,799
+57%
减持
AEP
AMERICAN ELEC PWR CO INC
-$164.0K
7,320
-9%
增持
TSLA
TESLA INC
-$163.0K
5,084
+200%
减持
—
MEDTRONIC PLC
-$162.0K
3,326
-28%
减持
PFF
ISHARES TR
-$162.0K
10,797
-26%
减持
IVW
ISHARES TR
-$161.0K
10,686
-7%
建仓
XLC
SELECT SECTOR SPDR TR
+$158.0K
3,309
减持
—
CHUBB LIMITED
-$157.0K
11,805
-5%
减持
IWN
ISHARES TR
-$151.0K
4,643
-8%
减持
ADI
ANALOG DEVICES INC
-$149.0K
1,429
-30%
减持
VCIT
VANGUARD SCOTTSDALE FDS
-$149.0K
5,613
-19%
增持
DUK
DUKE ENERGY CORP NEW
-$147.0K
12,137
+4%
减持
SO
SOUTHERN CO
-$146.0K
3,605
-29%
减持
MA
MASTERCARD INCORPORATED
-$146.0K
2,134
-1%
减持
LQD
ISHARES TR
-$146.0K
7,797
-5%
减持
CME
CME GROUP INC
-$144.0K
2,214
-19%
增持
IVE
ISHARES TR
+$139.0K
7,937
+31%
增持
—
ACCENTURE PLC IRELAND
-$138.0K
10,334
+13%
增持
OXY
OCCIDENTAL PETE CORP
+$137.0K
10,334
+35%
建仓
LHX
L3HARRIS TECHNOLOGIES INC
+$137.0K
659
减持
ICE
INTERCONTINENTAL EXCHANGE IN
-$136.0K
3,693
-21%
减持
CAT
CATERPILLAR INC
-$136.0K
4,166
-1%
减持
UPS
UNITED PARCEL SERVICE INC
-$135.0K
1,845
-17%
增持
SCHH
SCHWAB STRATEGIC TR
-$131.0K
36,154
+2%
减持
COR
AMERISOURCEBERGEN CORP
-$128.0K
6,220
-6%
减持
SCHF
SCHWAB STRATEGIC TR
-$128.0K
24,684
-1%
减持
XLI
SELECT SECTOR SPDR TR
-$126.0K
8,305
-2%
增持
VTI
VANGUARD INDEX FDS
-$126.0K
6,800
+4%
减持
OTIS
OTIS WORLDWIDE CORP
-$126.0K
5,120
-12%
增持
GOOG
ALPHABET INC
-$124.0K
6,542
+0%
增持
VGT
VANGUARD WORLD FDS
-$122.0K
2,261
+2%
减持
DOW
DOW INC
-$122.0K
5,489
-21%
减持
T
AT&T INC
-$115.0K
10,489
-29%
减持
MRK
MERCK & CO INC
-$113.0K
37,610
-1%
减持
TGT
TARGET CORP
-$110.0K
2,390
-15%
减持
IUSB
ISHARES TR
-$110.0K
23,147
-3%
减持
—
ISHARES TR
-$103.0K
11,457
-24%
增持
DHR
DANAHER CORPORATION
+$103.0K
2,237
+36%
减持
CARR
CARRIER GLOBAL CORPORATION
-$102.0K
12,713
-7%
增持
MPC
MARATHON PETE CORP
+$98.0K
9,605
+1%
增持
FMC
FMC CORP
+$93.0K
10,595
+13%
增持
PYPL
PAYPAL HLDGS INC
+$91.0K
5,519
+27%
清仓
RWT
REDWOOD TR INC
-$91.0K
0
-100%
增持
NSC
NORFOLK SOUTHN CORP
+$91.0K
4,178
+35%
