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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
24Q2 调仓
2024-03-31 → 2024-06-30 · 共 150 项
建仓 4
增持 52
减持 80
清仓 14
方向
标的
Δ市值
现股数(环比)
建仓
XMHQ
INVESCO EXCHANGE TRADED FD T
+$8.8M
90,738
增持
GOOGL
ALPHABET INC
+$6.0M
48,966
+157%
清仓
VNQ
VANGUARD INDEX FDS
-$5.5M
0
-100%
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。
减持
AAPL
APPLE INC
+$5.4M
164,252
-4%
增持
BND
VANGUARD BD INDEX FDS
+$4.8M
379,016
+22%
增持
IBTI
ISHARES TR
+$2.5M
605,120
+24%
增持
MSFT
MICROSOFT CORP
+$2.4M
82,983
+1%
增持
COST
COSTCO WHSL CORP NEW
+$2.0M
11,614
+7%
增持
SCHO
SCHWAB STRATEGIC TR
+$1.9M
271,724
+17%
减持
AVGO
BROADCOM INC
+$1.8M
7,572
-3%
增持
SMLF
ISHARES TR
+$1.7M
89,351
+52%
增持
QUAL
ISHARES TR
+$1.3M
139,392
+2%
增持
NVDA
NVIDIA CORPORATION
+$1.2M
76,524
+743%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$1.1M
464,263
+7%
增持
IJH
ISHARES TR
-$1.1M
747,069
+1%
建仓
IBDU
ISHARES TR
+$1.1M
48,918
减持
VTV
VANGUARD INDEX FDS
-$1.1M
14,534
-31%
增持
AMGN
AMGEN INC
+$1.1M
26,163
+5%
增持
—
ACCENTURE PLC IRELAND
-$852.8K
22,638
+2%
增持
TXN
TEXAS INSTRS INC
+$807.2K
27,847
+5%
减持
VB
VANGUARD INDEX FDS
-$798.8K
5,425
-37%
增持
BAH
BOOZ ALLEN HAMILTON HLDG COR
+$782.7K
52,838
+7%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$764.6K
72,707
+6%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$748.3K
17,821
-35%
减持
UNP
UNION PAC CORP
-$741.0K
11,189
-16%
增持
CTAS
CINTAS CORP
+$731.0K
6,442
+17%
减持
ABBV
ABBVIE INC
-$698.4K
50,051
-2%
减持
INTC
INTEL CORP
-$687.1K
48,725
-2%
增持
USMV
ISHARES TR
+$682.5K
238,304
+3%
减持
IJS
ISHARES TR
-$661.3K
7,380
-45%
增持
NEE
NEXTERA ENERGY INC
+$627.4K
77,218
+2%
减持
—
ISHARES TR
-$622.5K
319,178
-7%
增持
IBTH
ISHARES TR
+$617.1K
671,357
+5%
增持
IBTJ
ISHARES TR
+$615.8K
515,204
+7%
增持
VGK
VANGUARD INTL EQUITY INDEX F
+$612.7K
180,522
+6%
减持
MTUM
ISHARES TR
+$601.6K
85,431
-0%
减持
MPC
MARATHON PETE CORP
-$571.3K
8,559
-16%
减持
JNJ
JOHNSON & JOHNSON
-$565.0K
30,250
-4%
减持
XLK
SELECT SECTOR SPDR TR
+$557.1K
35,066
-1%
减持
PEP
PEPSICO INC
-$549.4K
28,461
-5%
减持
WMS
ADVANCED DRAIN SYS INC DEL
-$542.2K
1,716
-64%
增持
TSLA
TESLA INC
+$538.1K
11,029
+18%
减持
CSX
CSX CORP
-$537.6K
147,373
-0%
减持
DIS
DISNEY WALT CO
-$519.6K
13,054
-12%
增持
DGRW
WISDOMTREE TR
+$510.3K
134,740
+3%
减持
MRK
MERCK & CO INC
-$507.0K
37,950
-4%
减持
DGRO
ISHARES TR
-$488.3K
214,729
-3%
增持
—
ISHARES TR
+$487.4K
505,709
+4%
减持
GOOG
ALPHABET INC
+$483.7K
15,547
-0%
增持
IVV
ISHARES TR
+$473.5K
8,290
+7%
清仓
NFLX
NETFLIX INC
-$456.7K
0
-100%
增持
IJR
ISHARES TR
-$443.0K
252,110
+2%
减持
IJJ
ISHARES TR
-$437.6K
2,113
-63%
减持
LLY
ELI LILLY & CO
-$434.2K
24,817
-16%
增持
AJG
GALLAGHER ARTHUR J & CO
+$426.3K
18,660
+6%
减持
JPST
J P MORGAN EXCHANGE TRADED F
-$415.6K
4,423
-65%
减持
PG
PROCTER AND GAMBLE CO
-$398.8K
185,330
-3%
增持
HD
HOME DEPOT INC
-$395.3K
15,814
+4%
减持
XLE
SELECT SECTOR SPDR TR
-$388.6K
12,760
-22%
减持
CVX
CHEVRON CORP NEW
-$387.1K
35,988
-6%
增持
APD
AIR PRODS & CHEMS INC
+$383.6K
15,351
+4%
增持
AMZN
AMAZON COM INC
+$379.7K
17,172
+5%
减持
EW
EDWARDS LIFESCIENCES CORP
-$379.1K
5,040
-43%
减持
VO
VANGUARD INDEX FDS
-$376.0K
7,823
-14%
减持
IBDR
ISHARES TR
-$350.1K
560,209
-2%
减持
USB
US BANCORP DEL
-$348.1K
33,419
-11%
减持
CME
CME GROUP INC
-$336.9K
10,952
-5%
增持
JPM
JPMORGAN CHASE & CO.
+$336.6K
71,429
+1%
减持
COP
CONOCOPHILLIPS
-$327.0K
9,682
-14%
增持
NUE
NUCOR CORP
+$314.0K
3,495
+190%
增持
AMP
AMERIPRISE FINL INC
+$302.0K
11,185
+10%
增持
V
VISA INC
-$291.7K
20,686
+1%
减持
VFQY
VANGUARD WELLINGTON FD
-$288.4K
30,691
-5%
建仓
BEN
FRANKLIN RESOURCES INC
+$284.8K
12,744
清仓
CMCSA
COMCAST CORP NEW
-$283.2K
0
-100%
清仓
VDE
VANGUARD WORLD FD
-$280.9K
0
-100%
清仓
VCIT
VANGUARD SCOTTSDALE FDS
-$278.6K
0
-100%
增持
BNY
BANK NEW YORK MELLON CORP
+$275.7K
10,649
+69%
增持
LMT
LOCKHEED MARTIN CORP
+$267.9K
10,288
+3%
减持
—
EATON CORP PLC
-$264.1K
4,777
-15%
建仓
BWA
BORGWARNER INC
+$260.3K
8,074
减持
BA
BOEING CO
-$254.8K
1,478
-46%
清仓
PSA
PUBLIC STORAGE
-$237.8K
0
-100%
减持
QQQ
INVESCO QQQ TR
-$237.5K
7,073
-13%
增持
CMG
CHIPOTLE MEXICAN GRILL INC
+$236.2K
7,110
+9775%
减持
PRF
INVESCO EXCHANGE TRADED FD T
-$233.7K
194,122
-2%
清仓
SNX
TD SYNNEX CORPORATION
-$233.1K
0
-100%
增持
MCD
MCDONALDS CORP
-$228.4K
12,796
+3%
增持
UPS
UNITED PARCEL SERVICE INC
+$228.1K
3,376
+114%
减持
ABT
ABBOTT LABS
-$224.9K
19,967
-1%
清仓
PPG
PPG INDS INC
-$221.1K
0
-100%
清仓
AWK
AMERICAN WTR WKS CO INC NEW
-$218.1K
0
-100%
减持
ITW
ILLINOIS TOOL WKS INC
-$209.5K
2,402
-17%
减持
—
EXXON MOBIL CORP
-$208.6K
54,420
-2%
增持
VFMO
VANGUARD WELLINGTON FD
+$206.2K
35,160
+5%
清仓
—
WELLS FARGO CO NEW
-$201.2K
0
-100%
清仓
VCSH
VANGUARD SCOTTSDALE FDS
-$201.0K
0
-100%
清仓
EL
LAUDER ESTEE COS INC
-$200.4K
0
-100%
清仓
—
ISHARES TR
-$200.3K
0
-100%
增持
WM
WASTE MGMT INC DEL
+$198.5K
34,801
+3%
减持
OXY
OCCIDENTAL PETE CORP
-$195.7K
6,985
-29%
减持
CRM
SALESFORCE INC
-$194.2K
1,140
-30%
减持
ORCL
ORACLE CORP
+$194.0K
21,555
-5%
减持
CAT
CATERPILLAR INC
-$193.5K
4,706
-2%
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$192.2K
6,171
-5%
减持
BSX
BOSTON SCIENTIFIC CORP
-$190.0K
8,850
-30%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$184.1K
8,118
-2%
减持
TRV
TRAVELERS COMPANIES INC
-$179.3K
2,610
-15%
减持
—
CHUBB LIMITED
-$177.5K
5,884
-9%
减持
MCHP
MICROCHIP TECHNOLOGY INC.
-$170.1K
22,148
-10%
减持
XLV
SELECT SECTOR SPDR TR
-$169.6K
3,580
-24%
减持
WMT
WALMART INC
+$168.6K
81,851
-8%
减持
VUG
VANGUARD INDEX FDS
+$167.6K
5,771
-0%
减持
NKE
NIKE INC
-$164.9K
8,176
-2%
增持
CINF
CINCINNATI FINL CORP
-$160.4K
27,042
+0%
清仓
F
FORD MTR CO DEL
-$158.2K
0
-100%
减持
HAL
HALLIBURTON CO
-$154.5K
20,370
-5%
减持
PAVE
GLOBAL X FDS
-$140.2K
11,391
-19%
减持
RSP
INVESCO EXCHANGE TRADED FD T
-$136.9K
5,274
-11%
增持
IQLT
ISHARES TR
+$132.0K
121,705
+4%
增持
KLAC
KLA CORP
+$130.8K
650
+12%
增持
WEC
WEC ENERGY GROUP INC
+$124.4K
29,599
+11%
减持
SPTM
SPDR SER TR
+$123.7K
66,091
-1%
减持
FNDA
SCHWAB STRATEGIC TR
-$123.6K
16,164
-9%
减持
VHT
VANGUARD WORLD FD
-$115.1K
1,634
-20%
减持
PFF
ISHARES TR
-$108.4K
14,780
-17%
减持
UNH
UNITEDHEALTH GROUP INC
+$103.4K
9,134
-1%
增持
SLV
ISHARES SILVER TR
+$102.5K
23,859
+2%
减持
HUM
HUMANA INC
-$101.2K
838
-30%
减持
AFG
AMERICAN FINL GROUP INC OHIO
-$94.0K
5,160
-3%
减持
SJM
SMUCKER J M CO
-$94.0K
2,234
-17%
增持
IBM
INTERNATIONAL BUSINESS MACHS
-$92.0K
9,879
+5%
减持
VZ
VERIZON COMMUNICATIONS INC
-$88.8K
12,643
-13%
减持
VGT
VANGUARD WORLD FD
+$83.7K
2,103
-2%
增持
ISRG
INTUITIVE SURGICAL INC
+$80.8K
884
+13%
减持
GBTC
GRAYSCALE BITCOIN TR BTC
-$78.5K
4,915
-9%
减持
IBDT
ISHARES TR
-$75.8K
11,921
-20%
减持
PFE
PFIZER INC
-$74.9K
56,035
-5%
减持
TIP
ISHARES TR
-$72.8K
4,712
-12%
减持
PNC
PNC FINL SVCS GROUP INC
-$72.2K
4,212
-6%
减持
EFA
ISHARES TR
-$70.9K
7,021
-10%
减持
—
MEDTRONIC PLC
-$66.9K
6,967
-1%
增持
ADP
AUTOMATIC DATA PROCESSING IN
+$66.5K
17,333
+6%
减持
COR
CENCORA INC
-$64.3K
2,411
-4%
增持
AMD
ADVANCED MICRO DEVICES INC
-$64.0K
4,490
+2%
减持
SBUX
STARBUCKS CORP
-$61.9K
2,777
-9%
减持
FDX
FEDEX CORP
-$58.5K
1,380
-15%
增持
MA
MASTERCARD INCORPORATED
-$57.6K
2,081
+3%
减持
RTX
RTX CORPORATION
-$57.5K
12,291
-7%
减持
HON
HONEYWELL INTL INC
-$56.9K
4,835
-9%
