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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
23Q2 调仓
2023-03-31 → 2023-06-30 · 共 150 项
建仓 8
增持 53
减持 74
清仓 15
方向
标的
Δ市值
现股数(环比)
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$6.1M
60,850
+145%
建仓
FNDX
SCHWAB STRATEGIC TR
+$6.0M
104,422
减持
PRF
INVESCO EXCHANGE TRADED FD T
-$5.8M
35,791
-52%
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
—
ISHARES TR
+$5.3M
279,689
+393%
清仓
SCHD
SCHWAB STRATEGIC TR
-$5.2M
0
-100%
减持
AAPL
APPLE INC
+$3.9M
173,185
-4%
减持
LLY
LILLY ELI & CO
+$3.5M
29,607
-2%
减持
—
ISHARES TR
-$3.1M
300,032
-30%
减持
ABBV
ABBVIE INC
-$3.1M
50,922
-18%
增持
IJR
ISHARES TR
+$3.0M
134,057
+25%
减持
CCI
CROWN CASTLE INC
-$2.7M
2,821
-87%
增持
IJH
ISHARES TR
+$2.6M
94,591
+7%
减持
MSFT
MICROSOFT CORP
+$2.6M
81,606
-6%
清仓
META
META PLATFORMS INC
-$2.5M
0
-100%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$2.5M
361,419
+15%
增持
CVX
CHEVRON CORP NEW
+$2.4M
50,473
+50%
增持
BND
VANGUARD BD INDEX FDS
+$2.3M
105,159
+46%
增持
SCHO
SCHWAB STRATEGIC TR
+$2.2M
151,284
+45%
增持
PNC
PNC FINL SVCS GROUP INC
+$2.1M
21,189
+413%
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$2.1M
143,359
+41%
增持
AVGO
BROADCOM INC
+$2.1M
7,319
+10%
增持
VGK
VANGUARD INTL EQUITY INDEX F
+$1.7M
146,250
+22%
增持
BAH
BOOZ ALLEN HAMILTON HLDG COR
+$1.5M
46,195
+17%
增持
JPM
JPMORGAN CHASE & CO
+$1.3M
69,601
+3%
减持
—
ISHARES TR
-$1.2M
46,240
-52%
减持
QUAL
ISHARES TR
+$1.2M
158,281
-2%
增持
DGRW
WISDOMTREE TR
+$1.2M
127,149
+9%
减持
USMV
ISHARES TR
-$1.1M
228,105
-8%
减持
NVDA
NVIDIA CORPORATION
+$1.0M
7,891
-6%
增持
QQQ
INVESCO QQQ TR
+$915.7K
11,007
+12%
减持
DIS
DISNEY WALT CO
-$911.4K
20,283
-25%
减持
PFE
PFIZER INC
-$859.3K
108,204
-9%
减持
TSLA
TESLA INC
+$844.1K
15,664
-0%
增持
AJG
GALLAGHER ARTHUR J & CO
+$824.0K
16,484
+13%
增持
JNJ
JOHNSON & JOHNSON
+$814.9K
61,071
+2%
增持
COST
COSTCO WHSL CORP NEW
+$802.0K
9,080
+10%
减持
VB
VANGUARD INDEX FDS
-$774.7K
9,203
-33%
增持
—
ISHARES TR
+$758.3K
538,630
+8%
增持
VNQ
VANGUARD INDEX FDS
+$752.2K
54,294
+19%
增持
AMP
AMERIPRISE FINL INC
+$672.5K
8,245
+22%
增持
WM
WASTE MGMT INC DEL
+$631.8K
32,079
+6%
增持
IVV
ISHARES TR
+$579.6K
9,212
+7%
减持
SPTM
SPDR SER TR
-$556.0K
55,047
-22%
增持
—
ISHARES TR
+$543.9K
358,183
+6%
减持
NKE
NIKE INC
-$543.0K
15,272
-16%
增持
MCD
MCDONALDS CORP
+$541.1K
11,468
+11%
减持
INTC
INTEL CORP
-$540.6K
42,259
-29%
增持
—
ACCENTURE PLC IRELAND
+$536.6K
19,109
+2%
减持
RSP
INVESCO EXCHANGE TRADED FD T
-$532.7K
6,575
-37%
清仓
MINT
PIMCO ETF TR
-$506.7K
0
-100%
减持
VO
VANGUARD INDEX FDS
-$501.9K
10,206
-22%
减持
PSA
PUBLIC STORAGE
-$491.9K
2,442
-39%
增持
APD
AIR PRODS & CHEMS INC
+$491.0K
12,904
+10%
减持
SPY
SPDR S&P 500 ETF TR
-$487.7K
9,695
-17%
减持
VZ
VERIZON COMMUNICATIONS INC
-$459.6K
16,282
-41%
增持
ROK
ROCKWELL AUTOMATION INC
+$424.4K
6,475
+11%
减持
HUM
HUMANA INC
-$417.9K
1,846
-28%
增持
TXN
TEXAS INSTRS INC
+$409.0K
24,337
+14%
减持
—
CHUBB LIMITED
-$408.7K
6,183
-25%
减持
CINF
CINCINNATI FINL CORP
-$402.4K
27,012
-0%
增持
MDLZ
MONDELEZ INTL INC
+$388.7K
39,835
+10%
增持
IQLT
ISHARES TR
+$383.0K
107,521
+10%
减持
ORCL
ORACLE CORP
+$377.6K
29,887
-13%
增持
ADP
AUTOMATIC DATA PROCESSING IN
+$361.9K
14,824
+14%
清仓
PYPL
PAYPAL HLDGS INC
-$352.4K
0
-100%
减持
CSX
CSX CORP
+$343.5K
92,127
-1%
减持
PG
PROCTER AND GAMBLE CO
-$335.2K
154,513
-3%
增持
UNH
UNITEDHEALTH GROUP INC
+$335.2K
8,685
+7%
减持
USB
US BANCORP DEL
-$332.6K
37,105
-14%
减持
NEE
NEXTERA ENERGY INC
-$331.6K
84,878
-1%
清仓
VWO
VANGUARD INTL EQUITY INDEX F
-$322.5K
0
-100%
减持
NOC
NORTHROP GRUMMAN CORP
-$320.9K
1,176
-37%
建仓
NFLX
NETFLIX INC
+$318.9K
724
增持
LMT
LOCKHEED MARTIN CORP
+$314.6K
8,794
+11%
减持
IBB
ISHARES TR
-$313.0K
1,740
-58%
清仓
ESGD
ISHARES TR
-$312.3K
0
-100%
减持
TFLO
ISHARES TR
-$310.0K
275,001
-2%
增持
VFMO
VANGUARD WELLINGTON FD
+$305.7K
26,339
+3%
减持
AMZN
AMAZON COM INC
+$296.7K
15,203
-7%
减持
XLK
SELECT SECTOR SPDR TR
+$291.9K
37,093
-9%
增持
AMGN
AMGEN INC
-$277.6K
21,625
+3%
减持
MTUM
ISHARES TR
+$274.1K
100,935
-2%
减持
MRK
MERCK & CO INC
+$271.4K
43,514
-3%
清仓
SLV
ISHARES SILVER TR
-$267.9K
0
-100%
清仓
—
BLACKROCK INC
-$254.1K
0
-100%
增持
HD
HOME DEPOT INC
+$245.6K
14,305
+1%
清仓
CHE
CHEMED CORP NEW
-$237.3K
0
-100%
建仓
KLAC
KLA CORP
+$233.3K
481
清仓
BX
BLACKSTONE INC
-$231.5K
0
-100%
建仓
SLB
SCHLUMBERGER LTD
+$223.1K
4,542
清仓
MMM
3M CO
-$222.2K
0
-100%
减持
VEU
VANGUARD INTL EQUITY INDEX F
-$219.9K
40,060
-11%
建仓
USFR
WISDOMTREE TR
+$218.1K
4,335
增持
IJS
ISHARES TR
+$217.9K
55,783
+3%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$214.8K
9,213
-3%
清仓
MAA
MID-AMER APT CMNTYS INC
-$213.7K
0
-100%
增持
PEP
PEPSICO INC
+$213.1K
30,202
+2%
清仓
DG
DOLLAR GEN CORP NEW
-$212.4K
0
-100%
清仓
CNXC
CONCENTRIX CORP
-$211.6K
0
-100%
减持
DGRO
ISHARES TR
+$204.3K
226,460
-1%
减持
MPC
MARATHON PETE CORP
-$203.8K
9,922
-2%
建仓
SOXX
ISHARES TR
+$202.9K
400
清仓
SNX
TD SYNNEX CORPORATION
-$201.9K
0
-100%
减持
TJX
TJX COS INC NEW
-$191.0K
7,433
-29%
减持
TRV
TRAVELERS COMPANIES INC
-$183.6K
3,350
-25%
增持
WEC
WEC ENERGY GROUP INC
+$180.0K
26,234
+16%
减持
BAC
BANK AMERICA CORP
-$169.1K
27,397
-18%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$167.3K
393
-39%
减持
GOOGL
ALPHABET INC
+$161.0K
18,319
-6%
减持
—
EXXON MOBIL CORP
-$155.2K
53,007
-0%
减持
VTV
VANGUARD INDEX FDS
-$150.4K
25,053
-7%
减持
GLD
SPDR GOLD TR
-$147.7K
21,059
-1%
减持
GOOG
ALPHABET INC
+$145.9K
15,322
-7%
减持
AFG
AMERICAN FINL GROUP INC OHIO
-$144.1K
4,903
-18%
减持
—
EATON CORP PLC
+$140.2K
4,793
-0%
减持
WMT
WALMART INC
-$136.2K
28,345
-9%
减持
ABT
ABBOTT LABS
-$134.8K
20,703
-12%
增持
FMC
FMC CORP
+$132.3K
26,900
+23%
减持
VGT
VANGUARD WORLD FDS
+$127.1K
2,358
-1%
增持
HON
HONEYWELL INTL INC
+$125.4K
5,567
+3%
增持
ISRG
INTUITIVE SURGICAL INC
+$117.0K
998
+14%
减持
WMS
ADVANCED DRAIN SYS INC DEL
+$116.8K
4,944
-7%
减持
BA
BOEING CO
-$110.7K
3,064
-14%
减持
DHR
DANAHER CORPORATION
-$106.0K
2,065
-13%
增持
IBTG
ISHARES TR
-$98.9K
529,689
+1%
增持
AMD
ADVANCED MICRO DEVICES INC
+$95.3K
4,882
+4%
减持
MCHP
MICROCHIP TECHNOLOGY INC.
-$94.9K
29,802
-10%
建仓
KEY
KEYCORP
+$92.4K
10,000
增持
SYK
STRYKER CORPORATION
+$92.2K
2,998
+4%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$89.7K
103,203
+10%
减持
SJM
SMUCKER J M CO
-$89.2K
2,484
-14%
增持
XLV
SELECT SECTOR SPDR TR
+$78.9K
5,470
+9%
减持
DUK
DUKE ENERGY CORP NEW
-$75.2K
10,290
-1%
减持
V
VISA INC
-$72.1K
17,598
-7%
增持
LGLV
SPDR SER TR
+$71.5K
18,474
+0%
减持
COR
AMERISOURCEBERGEN CORP
+$70.7K
3,425
-7%
减持
XLE
SELECT SECTOR SPDR TR
-$70.2K
13,219
-4%
减持
EW
EDWARDS LIFESCIENCES CORP
-$63.5K
14,569
-16%
增持
MA
MASTERCARD INCORPORATED
+$60.8K
1,961
+0%
减持
IJJ
ISHARES TR
-$56.9K
41,168
-5%
减持
VUG
VANGUARD INDEX FDS
+$55.9K
6,379
-9%
增持
AMT
AMERICAN TOWER CORP NEW
-$55.3K
10,853
+3%
减持
VCSH
VANGUARD SCOTTSDALE FDS
-$53.0K
2,800
-19%
建仓
—
LILIUM N V
+$52.8K
30,000
减持
IWF
ISHARES TR
+$51.5K
1,811
-1%
减持
OXY
OCCIDENTAL PETE CORP
-$44.9K
9,784
-2%
减持
FDX
FEDEX CORP
-$44.4K
1,830
-16%
减持
AWK
AMERICAN WTR WKS CO INC NEW
-$43.4K
1,800
-12%
减持
GE
GENERAL ELECTRIC CO
+$42.6K
3,546
-2%
增持
XLF
SELECT SECTOR SPDR TR
+$42.2K
23,673
+1%
