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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
22Q4 调仓
2022-09-30 → 2022-12-31 · 共 150 项
建仓 10
增持 64
减持 49
清仓 27
方向
标的
Δ市值
现股数(环比)
减持
JPST
J P MORGAN EXCHANGE TRADED F
-$11.2M
83,546
-73%
减持
SCHO
SCHWAB STRATEGIC TR
-$9.9M
80,624
-72%
减持
BND
VANGUARD BD INDEX FDS
-$8.8M
55,027
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。
-69%
增持
PG
PROCTER AND GAMBLE CO
+$8.8M
160,337
+31%
增持
CVX
CHEVRON CORP NEW
+$4.0M
34,128
+126%
增持
JPM
JPMORGAN CHASE & CO
+$3.2M
62,687
+25%
减持
QQQ
INVESCO QQQ TR
-$3.2M
9,447
-56%
增持
—
EXXON MOBIL CORP
+$2.8M
50,989
+56%
增持
LLY
LILLY ELI & CO
+$2.5M
28,865
+16%
增持
ABBV
ABBVIE INC
+$2.4M
53,730
+14%
增持
PFE
PFIZER INC
+$2.3M
129,997
+32%
增持
MSFT
MICROSOFT CORP
+$2.0M
77,602
+9%
增持
GLD
SPDR GOLD TR
+$2.0M
20,968
+111%
增持
AMGN
AMGEN INC
+$1.9M
16,998
+47%
增持
JNJ
JOHNSON & JOHNSON
+$1.9M
57,969
+13%
增持
MRK
MERCK & CO INC
+$1.8M
45,362
+21%
增持
—
ACCENTURE PLC IRELAND
+$1.6M
16,110
+56%
增持
IJH
ISHARES TR
+$1.6M
65,662
+1%
减持
VCSH
VANGUARD SCOTTSDALE FDS
-$1.6M
4,237
-83%
增持
V
VISA INC
+$1.5M
22,965
+26%
减持
IVV
ISHARES TR
-$1.4M
7,589
-37%
清仓
SCHR
SCHWAB STRATEGIC TR
-$1.4M
0
-100%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$1.3M
70,955
+33%
增持
XLF
SELECT SECTOR SPDR TR
+$1.2M
58,494
+123%
减持
AMZN
AMAZON COM INC
-$1.2M
18,755
-22%
建仓
AMAT
APPLIED MATLS INC
+$1.1M
11,117
增持
CME
CME GROUP INC
+$1.1M
8,692
+293%
清仓
IUSB
ISHARES TR
-$1.0M
0
-100%
增持
NKE
NIKE INC
+$985.7K
14,945
+63%
增持
LMT
LOCKHEED MARTIN CORP
+$951.3K
5,705
+21%
增持
WMT
WALMART INC
+$945.6K
33,213
+14%
清仓
AGG
ISHARES TR
-$939.0K
0
-100%
减持
MINT
PIMCO ETF TR
-$876.0K
20,819
-30%
减持
ORCL
ORACLE CORP
+$825.1K
43,909
-3%
增持
INTC
INTEL CORP
+$743.9K
59,550
+85%
增持
BAC
BANK AMERICA CORP
+$719.1K
34,696
+144%
清仓
CRM
SALESFORCE INC
-$715.0K
0
-100%
清仓
SCHF
SCHWAB STRATEGIC TR
-$694.0K
0
-100%
增持
AVGO
BROADCOM INC
+$688.6K
5,132
+5%
增持
PEP
PEPSICO INC
+$677.5K
29,936
+3%
清仓
SCHH
SCHWAB STRATEGIC TR
-$676.0K
0
-100%
增持
APD
AIR PRODS & CHEMS INC
+$668.9K
8,501
+1%
清仓
SCHE
SCHWAB STRATEGIC TR
-$664.0K
0
-100%
清仓
SCHA
SCHWAB STRATEGIC TR
-$649.0K
0
-100%
增持
AAPL
APPLE INC
-$640.3K
181,465
+4%
减持
SPY
SPDR S&P 500 ETF TR
-$631.0K
12,884
-17%
增持
HON
HONEYWELL INTL INC
+$616.8K
6,448
+41%
清仓
IWN
ISHARES TR
-$599.0K
0
-100%
增持
HD
HOME DEPOT INC
+$586.7K
12,365
+3%
减持
—
BLACKROCK INC
+$584.7K
4,254
-4%
增持
NSC
NORFOLK SOUTHN CORP
+$573.7K
5,883
+41%
增持
GOOG
ALPHABET INC
+$549.3K
13,280
+103%
增持
EMR
EMERSON ELEC CO
+$546.5K
12,612
+39%
减持
WMS
ADVANCED DRAIN SYS INC DEL
-$542.9K
5,405
-32%
增持
BAH
BOOZ ALLEN HAMILTON HLDG COR
+$539.7K
22,117
+15%
增持
IJR
ISHARES TR
+$529.0K
66,948
+1%
清仓
VMBS
VANGUARD SCOTTSDALE FDS
-$523.0K
0
-100%
减持
LQD
ISHARES TR
-$516.3K
2,681
-66%
减持
IVE
ISHARES TR
-$496.6K
3,608
-55%
增持
GE
GENERAL ELECTRIC CO
+$491.4K
8,729
+125%
增持
NEE
NEXTERA ENERGY INC
+$488.4K
85,615
+1%
清仓
SCHC
SCHWAB STRATEGIC TR
-$474.0K
0
-100%
增持
FMC
FMC CORP
+$469.8K
12,737
+20%
清仓
OGE
OGE ENERGY CORP
-$464.0K
0
-100%
增持
MDLZ
MONDELEZ INTL INC
+$449.5K
28,002
+8%
减持
DIS
DISNEY WALT CO
-$449.2K
30,500
-7%
减持
VWO
VANGUARD INTL EQUITY INDEX F
-$445.0K
67,010
-20%
增持
CSX
CSX CORP
+$444.6K
78,133
+5%
建仓
NDAQ
NASDAQ INC
+$444.4K
7,244
增持
SO
SOUTHERN CO
+$435.3K
9,526
+164%
清仓
VTIP
VANGUARD MALVERN FDS
-$435.0K
0
-100%
建仓
RHI
ROBERT HALF INTL INC
+$431.8K
5,848
清仓
DHS
WISDOMTREE TR
-$426.0K
0
-100%
增持
RTX
RAYTHEON TECHNOLOGIES CORP
+$422.7K
17,189
+7%
减持
EW
EDWARDS LIFESCIENCES CORP
-$419.9K
23,189
-11%
减持
TSCO
TRACTOR SUPPLY CO
-$414.7K
2,859
-50%
增持
ADP
AUTOMATIC DATA PROCESSING IN
+$399.9K
10,193
+13%
减持
VTI
VANGUARD INDEX FDS
-$397.7K
4,301
-37%
增持
ROK
ROCKWELL AUTOMATION INC
+$382.5K
4,323
+27%
减持
—
LAM RESEARCH CORP
-$368.9K
1,275
-48%
减持
AEP
AMERICAN ELEC PWR CO INC
-$366.2K
2,810
-62%
清仓
TGT
TARGET CORP
-$355.0K
0
-100%
减持
BIV
VANGUARD BD INDEX FDS
-$354.1K
4,627
-51%
增持
HAL
HALLIBURTON CO
+$352.0K
22,160
+5%
增持
AMP
AMERIPRISE FINL INC
+$346.0K
4,397
+8%
增持
DE
DEERE & CO
+$345.9K
3,293
+3%
清仓
DON
WISDOMTREE TR
-$339.0K
0
-100%
清仓
ICE
INTERCONTINENTAL EXCHANGE IN
-$334.0K
0
-100%
增持
DUK
DUKE ENERGY CORP NEW
+$332.8K
14,194
+17%
增持
TXN
TEXAS INSTRS INC
+$332.1K
16,088
+7%
增持
WM
WASTE MGMT INC DEL
+$331.9K
23,304
+12%
增持
ITW
ILLINOIS TOOL WKS INC
+$331.5K
2,703
+85%
增持
BA
BOEING CO
+$328.9K
3,196
+38%
减持
SWKS
SKYWORKS SOLUTIONS INC
-$321.5K
4,187
-49%
减持
EFA
ISHARES TR
-$320.9K
9,462
-44%
建仓
LOW
LOWES COS INC
+$318.6K
1,599
减持
VEA
VANGUARD TAX-MANAGED FDS
-$311.1K
118,368
-18%
减持
HUM
HUMANA INC
-$305.1K
4,252
-17%
清仓
—
ISHARES TR
-$305.0K
0
-100%
减持
SHW
SHERWIN WILLIAMS CO
-$303.8K
3,915
-35%
减持
—
CHUBB LIMITED
+$301.0K
11,096
-6%
减持
TROW
PRICE T ROWE GROUP INC
-$295.9K
3,201
-48%
增持
VZ
VERIZON COMMUNICATIONS INC
+$287.4K
27,930
+30%
减持
AMT
AMERICAN TOWER CORP NEW
-$278.9K
11,275
-9%
增持
J
JACOBS SOLUTIONS INC
+$277.5K
7,100
+34%
减持
MUB
ISHARES TR
-$275.8K
2,542
-52%
增持
GS
GOLDMAN SACHS GROUP INC
+$272.3K
4,113
+6%
清仓
KR
KROGER CO
-$267.0K
0
-100%
增持
UNH
UNITEDHEALTH GROUP INC
+$267.0K
6,477
+3%
减持
CAT
CATERPILLAR INC
+$266.2K
3,966
-5%
减持
GOOGL
ALPHABET INC
-$263.9K
20,312
-5%
建仓
ZBH
ZIMMER BIOMET HOLDINGS INC
+$257.6K
2,020
减持
PSA
PUBLIC STORAGE
-$251.3K
4,692
-12%
减持
CMCSA
COMCAST CORP NEW
-$249.7K
12,819
-46%
增持
WEC
WEC ENERGY GROUP INC
+$246.4K
15,896
+14%
减持
XLE
SELECT SECTOR SPDR TR
+$244.4K
16,079
-0%
清仓
DOW
DOW INC
-$241.0K
0
-100%
建仓
VDE
VANGUARD WORLD FDS
+$234.4K
1,933
清仓
ALB
ALBEMARLE CORP
-$230.0K
0
-100%
增持
MPC
MARATHON PETE CORP
+$227.1K
10,148
+6%
建仓
ECL
ECOLAB INC
+$227.1K
1,560
减持
PGX
INVESCO EXCH TRADED FD TR II
-$227.0K
64,040
-19%
增持
KO
COCA COLA CO
+$226.7K
15,967
+13%
清仓
VO
VANGUARD INDEX FDS
-$225.0K
0
-100%
建仓
DGRO
ISHARES TR
+$222.5K
4,450
建仓
GWW
GRAINGER W W INC
+$221.7K
399
减持
VNQ
VANGUARD INDEX FDS
-$213.4K
30,476
-10%
减持
MCHP
MICROCHIP TECHNOLOGY INC.
-$212.0K
39,602
-19%
清仓
—
ISHARES TR
-$211.0K
0
-100%
建仓
ISRG
INTUITIVE SURGICAL INC
+$211.0K
795
减持
IWM
ISHARES TR
-$206.5K
1,219
-52%
清仓
GNRC
GENERAC HLDGS INC
-$200.0K
0
-100%
减持
CCI
CROWN CASTLE INC
-$199.7K
19,665
-1%
减持
VB
VANGUARD INDEX FDS
-$197.9K
5,041
-23%
增持
SYK
STRYKER CORPORATION
+$196.2K
2,872
+15%
增持
USB
US BANCORP DEL
+$191.8K
45,098
+2%
减持
IVW
ISHARES TR
-$190.5K
7,308
-32%
增持
SCHW
SCHWAB CHARLES CORP
+$188.8K
5,174
+53%
减持
NOC
NORTHROP GRUMMAN CORP
+$183.9K
3,506
-5%
清仓
MS
MORGAN STANLEY
-$182.0K
0
-100%
减持
TJX
TJX COS INC NEW
+$178.0K
13,241
-6%
减持
VIG
VANGUARD SPECIALIZED FUNDS
-$177.3K
15,065
-17%
增持
UNP
UNION PAC CORP
+$175.2K
9,761
+3%
减持
IBB
ISHARES TR
-$168.0K
6,360
-26%
增持
MSI
MOTOROLA SOLUTIONS INC
+$163.4K
3,424
+7%
减持
COR
AMERISOURCEBERGEN CORP
+$161.9K
6,058
-3%
清仓
T
AT&T INC
-$161.0K
0
-100%
清仓
XLC
SELECT SECTOR SPDR TR
-$158.0K
0
-100%
增持
MEDP
MEDPACE HLDGS INC
+$146.5K
1,890
+16%
减持
XLU
SELECT SECTOR SPDR TR
-$146.1K
3,402
-42%
