小隐寺数据中心
概览
新闻
情绪
Reddit 热门
散户社区提及与热度榜
机构
机构目录
全部机构
机构持仓
机构真实持仓
事件
新股 IPO
定价、上市与申报追踪
内部人买卖
高管与董事交易
重大事件
并购/高管/退市等重大报告
举牌
主动或被动披露
财务
季报
10-Q 季度财报申报流
年报
10-K 年度财报申报流
公司
公司目录
上市公司高管与档案
势力阵营
即将上线
校友与资本关系图谱
人物
明星投资人
知名基金经理与持仓动向
政客交易
国会议员持仓披露
API
小隐寺主站
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
23Q4 调仓
2023-09-30 → 2023-12-31 · 共 150 项
建仓 9
增持 59
减持 75
清仓 7
方向
标的
Δ市值
现股数(环比)
建仓
IBTH
ISHARES TR
+$13.8M
616,814
减持
TFLO
ISHARES TR
-$13.6M
11,124
-96%
建仓
IBTI
ISHARES TR
+$9.1M
408,928
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。
清仓
—
ISHARES TR
-$7.5M
0
-100%
增持
IJH
ISHARES TR
+$7.4M
141,897
+11%
增持
IJR
ISHARES TR
+$4.9M
230,295
+9%
减持
MSFT
MICROSOFT CORP
+$4.8M
82,370
-1%
增持
PG
PROCTER AND GAMBLE CO
+$4.6M
186,742
+19%
减持
AAPL
APPLE INC
+$3.5M
170,703
-1%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$2.9M
418,892
+7%
增持
QUAL
ISHARES TR
+$2.4M
136,934
+2%
减持
TSLA
TESLA INC
-$2.3M
12,654
-42%
增持
AVGO
BROADCOM INC
+$2.2M
7,410
+2%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$1.9M
29,040
-50%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$1.8M
67,600
+8%
减持
JNJ
JOHNSON & JOHNSON
-$1.7M
33,495
-25%
减持
JPM
JPMORGAN CHASE & CO
+$1.6M
70,194
-1%
增持
VGK
VANGUARD INTL EQUITY INDEX F
+$1.6M
165,208
+5%
增持
—
ISHARES TR
+$1.5M
387,947
+19%
增持
BND
VANGUARD BD INDEX FDS
+$1.5M
143,358
+11%
增持
COST
COSTCO WHSL CORP NEW
+$1.3M
10,050
+6%
减持
USMV
ISHARES TR
+$1.2M
237,614
-1%
减持
PFE
PFIZER INC
-$1.2M
73,825
-27%
增持
—
ISHARES TR
+$1.2M
594,745
+9%
减持
LLY
ELI LILLY & CO
+$1.2M
28,818
-1%
增持
VNQ
VANGUARD INDEX FDS
+$1.1M
61,845
+7%
增持
IJS
ISHARES TR
+$1.1M
60,421
+5%
增持
SCHO
SCHWAB STRATEGIC TR
+$1.0M
205,855
+10%
增持
—
ACCENTURE PLC IRELAND
+$1.0M
21,420
+1%
减持
—
EXXON MOBIL CORP
-$987.9K
51,122
-1%
建仓
FNDA
SCHWAB STRATEGIC TR
+$957.1K
17,291
增持
DGRW
WISDOMTREE TR
+$952.6K
133,182
+1%
清仓
—
ISHARES TR
-$946.6K
0
-100%
增持
CVX
CHEVRON CORP NEW
-$942.7K
55,524
+1%
减持
XLK
SELECT SECTOR SPDR TR
+$938.3K
35,765
-1%
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$899.9K
194,990
+10%
增持
VFMO
VANGUARD WELLINGTON FD
+$897.2K
33,064
+9%
减持
WM
WASTE MGMT INC DEL
+$859.0K
32,894
-0%
减持
MTUM
ISHARES TR
+$856.3K
88,933
-5%
减持
BAH
BOOZ ALLEN HAMILTON HLDG COR
+$837.8K
47,164
-1%
增持
INTC
INTEL CORP
+$742.1K
48,543
+2%
增持
PNC
PNC FINL SVCS GROUP INC
+$722.7K
21,121
+2%
减持
QQQ
INVESCO QQQ TR
-$712.4K
7,291
-29%
减持
DGRO
ISHARES TR
+$696.1K
230,117
-2%
增持
IJJ
ISHARES TR
+$658.6K
42,929
+2%
减持
HD
HOME DEPOT INC
+$633.2K
14,883
-1%
减持
PRF
INVESCO EXCHANGE TRADED FD T
+$621.2K
199,979
-1%
增持
IQLT
ISHARES TR
+$603.2K
116,422
+4%
清仓
FMC
FMC CORP
-$602.7K
0
-100%
增持
AMP
AMERIPRISE FINL INC
+$577.6K
9,394
+4%
减持
AMT
AMERICAN TOWER CORP NEW
-$558.0K
1,064
-78%
增持
LMT
LOCKHEED MARTIN CORP
+$539.4K
9,565
+3%
减持
FNDX
SCHWAB STRATEGIC TR
+$536.1K
100,648
-1%
增持
AMGN
AMGEN INC
+$526.0K
22,743
+1%
减持
V
VISA INC
+$478.8K
17,442
-1%
增持
IVV
ISHARES TR
+$463.4K
7,944
+2%
增持
IBTG
ISHARES TR
+$451.3K
545,044
+2%
增持
GLD
SPDR GOLD TR
+$432.8K
21,078
+0%
减持
SPY
SPDR S&P 500 ETF TR
+$424.0K
9,347
-1%
增持
MCD
MCDONALDS CORP
+$417.3K
11,817
+1%
减持
NVDA
NVIDIA CORPORATION
+$409.8K
7,678
-2%
清仓
—
ISHARES TR
-$409.8K
0
-100%
清仓
—
ISHARES TR
-$404.4K
0
-100%
增持
SPTM
SPDR SER TR
+$402.2K
67,305
+0%
增持
—
ISHARES TR
+$396.0K
424,042
+3%
减持
USB
US BANCORP DEL
+$371.2K
37,455
-1%
增持
GS
GOLDMAN SACHS GROUP INC
+$358.9K
4,851
+4%
减持
AMZN
AMAZON COM INC
+$349.9K
14,773
-1%
减持
CSX
CSX CORP
+$330.3K
90,629
-1%
建仓
ZTS
ZOETIS INC
+$321.9K
1,631
增持
TXN
TEXAS INSTRS INC
+$300.5K
25,147
+0%
减持
ABT
ABBOTT LABS
+$267.2K
20,541
-0%
建仓
IWM
ISHARES TR
+$264.3K
1,317
减持
UNP
UNION PAC CORP
+$241.2K
8,998
-7%
清仓
LQD
ISHARES TR
-$240.6K
0
-100%
增持
LGLV
SPDR SER TR
+$240.2K
18,455
+1%
减持
VO
VANGUARD INDEX FDS
+$240.2K
10,206
-0%
建仓
SOXX
ISHARES TR
+$230.4K
400
建仓
PPG
PPG INDS INC
+$227.8K
1,523
增持
BA
BOEING CO
+$216.6K
3,084
+1%
减持
VUG
VANGUARD INDEX FDS
+$215.8K
6,125
-1%
增持
UNH
UNITEDHEALTH GROUP INC
+$214.4K
8,982
+0%
减持
PSA
PUBLIC STORAGE
-$209.0K
820
-53%
建仓
SCHD
SCHWAB STRATEGIC TR
+$208.4K
2,737
增持
VEU
VANGUARD INTL EQUITY INDEX F
+$208.2K
41,207
+2%
减持
XLV
SELECT SECTOR SPDR TR
-$206.2K
4,830
-28%
减持
VB
VANGUARD INDEX FDS
+$206.2K
9,101
-1%
清仓
IBB
ISHARES TR
-$205.5K
0
-100%
建仓
TMO
THERMO FISHER SCIENTIFIC INC
+$205.4K
387
增持
CME
CME GROUP INC
+$198.6K
11,536
+4%
减持
WMT
WALMART INC
-$188.7K
28,335
-3%
减持
KO
COCA COLA CO
-$186.6K
10,637
-27%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$185.5K
2,971
+39%
减持
NKE
NIKE INC
+$179.9K
15,107
-1%
增持
XLE
SELECT SECTOR SPDR TR
+$178.4K
19,686
+21%
减持
HUM
HUMANA INC
-$164.3K
1,555
-14%
减持
VTV
VANGUARD INDEX FDS
+$161.9K
24,297
-3%
减持
BAC
BANK AMERICA CORP
+$161.2K
27,066
-1%
增持
MEDP
MEDPACE HLDGS INC
+$142.3K
1,902
+5%
增持
GOOG
ALPHABET INC
+$138.3K
15,073
+0%
减持
F
FORD MTR CO DEL
-$134.9K
12,909
-45%
增持
APD
AIR PRODS & CHEMS INC
-$132.5K
13,980
+0%
增持
VTI
VANGUARD INDEX FDS
+$126.3K
4,816
+1%
增持
INTU
INTUIT
+$121.0K
935
+3%
减持
ROK
ROCKWELL AUTOMATION INC
+$118.2K
7,125
-3%
减持
HON
HONEYWELL INTL INC
+$118.0K
5,203
-1%
增持
DE
DEERE & CO
+$114.0K
3,393
+3%
减持
VGT
VANGUARD WORLD FDS
+$112.1K
2,253
-4%
减持
MCHP
MICROCHIP TECHNOLOGY INC.
-$108.2K
25,341
-17%
减持
WMS
ADVANCED DRAIN SYS INC DEL
+$104.5K
4,745
-4%
减持
AFG
AMERICAN FINL GROUP INC OHIO
-$103.9K
5,093
-20%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$101.1K
8,894
-5%
减持
HAL
HALLIBURTON CO
-$100.5K
21,705
-1%
减持
—
CHUBB LIMITED
+$96.9K
6,487
-1%
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$96.8K
6,371
-2%
减持
MDLZ
MONDELEZ INTL INC
+$95.8K
39,352
-1%
减持
NEE
NEXTERA ENERGY INC
+$87.6K
75,773
-4%
减持
DVY
ISHARES TR
+$85.6K
10,338
-1%
减持
AJG
GALLAGHER ARTHUR J & CO
-$84.3K
16,512
-1%
增持
SYK
STRYKER CORPORATION
+$84.1K
3,035
+1%
减持
SLB
SCHLUMBERGER LTD
-$83.6K
4,744
-16%
减持
CAT
CATERPILLAR INC
+$82.2K
3,983
-1%
增持
XLI
SELECT SECTOR SPDR TR
+$79.4K
5,886
+1%
减持
GOOGL
ALPHABET INC
+$78.0K
18,066
-3%
增持
ADP
AUTOMATIC DATA PROCESSING IN
-$75.3K
15,574
+1%
减持
DUK
DUKE ENERGY CORP NEW
+$74.5K
10,054
-2%
增持
NDAQ
NASDAQ INC
+$72.4K
7,192
+1%
减持
CTAS
CINTAS CORP
+$71.8K
610
-1%
增持
KLAC
KLA CORP
+$70.9K
518
+3%
减持
COP
CONOCOPHILLIPS
-$60.5K
12,195
-1%
减持
IWF
ISHARES TR
+$60.4K
1,796
-1%
减持
BSX
BOSTON SCIENTIFIC CORP
+$59.5K
12,725
-1%
减持
GE
GENERAL ELECTRIC CO
+$56.9K
3,366
-0%
减持
MA
MASTERCARD INCORPORATED
+$55.7K
1,936
-0%
增持
ECL
ECOLAB INC
+$53.1K
1,600
+3%
增持
ISRG
INTUITIVE SURGICAL INC
+$52.7K
1,020
+2%
减持
SO
SOUTHERN CO
+$52.6K
10,033
-0%
增持
OXY
OCCIDENTAL PETE CORP
-$50.6K
9,785
+0%
减持
PAVE
GLOBAL X FDS
+$49.5K
14,294
-2%
增持
SCHP
SCHWAB STRATEGIC TR
+$46.7K
14,195
+3%
减持
ORCL
ORACLE CORP
-$43.4K
30,177
-1%
减持
MRVL
MARVELL TECHNOLOGY INC
+$40.4K
7,499
-1%
减持
VZ
VERIZON COMMUNICATIONS INC
+$40.0K
14,543
-7%
增持
MS
MORGAN STANLEY
+$38.6K
3,338
+0%
减持
EFA
ISHARES TR
+$36.2K
7,774
-3%
减持
WEC
WEC ENERGY GROUP INC
+$35.5K
26,657
-3%
减持
PEP
PEPSICO INC
-$35.0K
30,408
-1%
减持
EW
EDWARDS LIFESCIENCES CORP
+$33.7K
12,294
-6%
增持
SBUX
STARBUCKS CORP
+$32.2K
2,943
+7%
减持
MSI
MOTOROLA SOLUTIONS INC
+$31.4K
3,600
-11%
