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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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 150 项
建仓 20
增持 59
减持 56
清仓 15
方向
标的
Δ市值
现股数(环比)
增持
MSFT
MICROSOFT CORP
+$11.7M
92,009
+1%
建仓
STOT
SSGA ACTIVE TR
+$9.1M
191,550
减持
RIO
RIO TINTO PLC
-$7.6M
2,506,793
-2%
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
—
ADECOAGRO S A
-$7.3M
211,938
-74%
增持
AVGO
BROADCOM INC
+$7.2M
65,750
+0%
减持
FXI
ISHARES TR
-$6.6M
54,793
-77%
增持
GE
GE AEROSPACE
+$6.5M
28,347
+600%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$5.9M
622,858
+7%
减持
BAH
BOOZ ALLEN HAMILTON HLDG COR
-$5.8M
2,447
-96%
建仓
—
JBS N.V.
+$5.7M
393,565
建仓
EWY
ISHARES INC
+$5.1M
71,168
增持
VGSH
VANGUARD SCOTTSDALE FDS
+$5.0M
157,435
+116%
清仓
PPTA
PERPETUA RESOURCES CORP
-$4.9M
0
-100%
清仓
NAK
NORTHERN DYNASTY MINERALS LT
-$4.3M
0
-100%
增持
GOOGL
ALPHABET INC
+$4.1M
87,894
+19%
减持
MCHI
ISHARES TR
-$3.8M
134,259
-35%
增持
JPM
JPMORGAN CHASE & CO.
+$3.8M
74,918
+2%
减持
AAXJ
ISHARES TR
-$3.6M
54,147
-50%
减持
AAPL
APPLE INC
-$3.5M
155,647
-3%
减持
MYO
MYOMO INC
-$3.5M
875,844
-22%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$3.5M
19,916
+229%
增持
J
JACOBS SOLUTIONS INC
+$3.5M
33,137
+367%
减持
NVDA
NVIDIA CORPORATION
+$3.5M
86,922
-8%
建仓
WLK
WESTLAKE CORPORATION
+$3.4M
44,842
减持
LINC
LINCOLN EDL SVCS CORP
-$3.3M
291,618
-54%
减持
PM
PHILIP MORRIS INTL INC
-$3.0M
3,771
-84%
增持
MOS
MOSAIC CO NEW
+$2.7M
202,693
+16%
建仓
TMO
THERMO FISHER SCIENTIFIC INC
+$2.6M
6,440
增持
ILF
ISHARES TR
+$2.6M
319,901
+30%
建仓
FTXG
FIRST TR EXCHANGE TRADED FD
+$2.6M
116,653
增持
DHR
DANAHER CORPORATION
+$2.6M
14,544
+870%
减持
MOO
VANECK ETF TRUST
-$2.5M
5,413
-88%
建仓
EWT
ISHARES INC
+$2.5M
43,385
建仓
CNQ
CANADIAN NAT RES LTD
+$2.5M
78,288
建仓
A
AGILENT TECHNOLOGIES INC
+$2.4M
20,623
增持
META
META PLATFORMS INC
+$2.3M
13,233
+3%
减持
PG
PROCTER AND GAMBLE CO
-$2.3M
182,661
-1%
减持
—
ISHARES TR
-$2.3M
577,438
-14%
增持
BND
VANGUARD BD INDEX FDS
+$2.3M
514,187
+6%
增持
SGOV
ISHARES TR
+$2.3M
157,750
+17%
增持
IBTK
ISHARES TR
+$2.1M
165,083
+187%
增持
XLK
SELECT SECTOR SPDR TR
+$1.9M
34,039
+5%
增持
TPZ
TORTOISE CAPITAL SERIES TRUS
+$1.7M
578,866
+6%
减持
MTUM
ISHARES TR
+$1.6M
66,160
-6%
建仓
MU
MICRON TECHNOLOGY INC
+$1.6M
12,964
清仓
HGBL
HERITAGE GLOBAL INC
-$1.6M
0
-100%
清仓
—
COGNYTE SOFTWARE LTD
-$1.6M
0
-100%
减持
LLY
ELI LILLY & CO
-$1.5M
22,918
-2%
减持
ORCL
ORACLE CORP
+$1.5M
21,366
-6%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$1.5M
79,212
+4%
减持
TSLA
TESLA INC
-$1.5M
3,389
-66%
清仓
NRDS
NERDWALLET INC
-$1.5M
0
-100%
增持
SPY
SPDR S&P 500 ETF TR
+$1.4M
10,118
+17%
增持
TOTL
SSGA ACTIVE ETF TR
+$1.3M
191,509
+21%
减持
VGK
VANGUARD INTL EQUITY INDEX F
+$1.3M
199,451
-1%
减持
ABBV
ABBVIE INC
-$1.2M
49,275
-0%
减持
USMV
ISHARES TR
-$1.1M
220,613
-5%
增持
QQQ
INVESCO QQQ TR
+$1.0M
7,775
+13%
增持
SCHO
SCHWAB STRATEGIC TR
+$999.0K
738,743
+6%
增持
WMT
WALMART INC
+$991.0K
84,163
+2%
减持
IJR
ISHARES TR
+$969.6K
223,980
-0%
减持
PPLT
ABRDN PLATINUM ETF TRUST
+$959.3K
32,543
-2%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$946.6K
9,989
+24%
增持
XMMO
INVESCO EXCHANGE TRADED FD T
+$941.1K
9,204
+331%
建仓
SAP
SAP SE
+$936.3K
3,079
减持
VALE
VALE S A
-$923.9K
558,285
-12%
增持
CTAS
CINTAS CORP
+$892.4K
40,073
+2%
增持
IVV
ISHARES TR
+$889.1K
10,048
+6%
增持
AMZN
AMAZON COM INC
+$848.8K
23,869
+3%
减持
MUFG
MITSUBISHI UFJ FINL GROUP IN
-$845.3K
522,088
-11%
减持
SMLF
ISHARES TR
-$823.8K
85,110
-20%
增持
EFA
ISHARES TR
+$811.6K
14,859
+135%
增持
AXP
AMERICAN EXPRESS CO
+$802.1K
13,995
+3%
清仓
WRN
WESTERN COPPER & GOLD CORP
-$792.3K
0
-100%
增持
GLD
SPDR GOLD TR
+$778.1K
25,385
+5%
减持
CVX
CHEVRON CORP NEW
-$773.7K
31,415
-0%
减持
GS
GOLDMAN SACHS GROUP INC
+$750.4K
5,341
-4%
增持
AMP
AMERIPRISE FINL INC
+$743.8K
12,941
+2%
减持
—
NEW GOLD INC CDA
+$713.1K
608,342
-2%
增持
—
SPOTIFY TECHNOLOGY S A
+$702.6K
2,517
+13%
增持
XLY
SELECT SECTOR SPDR TR
+$698.5K
5,339
+128%
增持
CME
CME GROUP INC
+$691.5K
12,908
+19%
减持
—
EXXON MOBIL CORP
-$675.1K
52,990
-1%
减持
IJH
ISHARES TR
-$668.7K
683,248
-7%
减持
COST
COSTCO WHSL CORP NEW
-$630.4K
12,325
-9%
增持
VTI
VANGUARD INDEX FDS
+$584.7K
6,174
+31%
减持
QUAL
ISHARES TR
+$577.1K
128,492
-4%
减持
MEDP
MEDPACE HLDGS INC
-$524.2K
880
-67%
减持
DOC
HEALTHPEAK PROPERTIES INC
-$516.2K
167,427
-2%
增持
XLF
SELECT SECTOR SPDR TR
+$511.8K
31,608
+38%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$510.9K
7,137
-4%
增持
SHY
ISHARES TR
+$499.1K
21,053
+40%
清仓
DECK
DECKERS OUTDOOR CORP
-$482.1K
0
-100%
清仓
NLY
ANNALY CAPITAL MANAGEMENT IN
-$476.0K
0
-100%
增持
NUE
NUCOR CORP
+$468.2K
32,712
+4%
增持
CSX
CSX CORP
+$464.0K
143,718
+0%
减持
PPC
PILGRIMS PRIDE CORP
-$461.0K
10,505
-39%
增持
XLI
SELECT SECTOR SPDR TR
+$451.8K
7,941
+45%
增持
—
EATON CORP PLC
+$433.1K
4,725
+2%
增持
KLAC
KLA CORP
+$432.9K
1,819
+3%
清仓
UNH
UNITEDHEALTH GROUP INC
-$431.4K
0
-100%
清仓
—
FRONTLINE PLC
-$430.9K
0
-100%
减持
MRK
MERCK & CO INC
-$426.8K
27,835
-5%
增持
V
VISA INC
+$425.1K
21,842
+4%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$419.5K
6,993
+11%
减持
MLP
MAUI LD & PINEAPPLE INC
-$411.1K
221,866
-12%
减持
CNO
CNO FINL GROUP INC
-$406.4K
82,858
-4%
减持
NEE
NEXTERA ENERGY INC
-$406.0K
71,479
-6%
增持
AJG
GALLAGHER ARTHUR J & CO
-$405.3K
18,789
+1%
建仓
NEAR
ISHARES U S ETF TR
+$402.2K
7,871
增持
NMR
NOMURA HLDGS INC
+$399.3K
617,515
+4%
清仓
RYN
RAYONIER INC
-$389.8K
0
-100%
减持
JNJ
JOHNSON & JOHNSON
-$386.9K
26,237
-1%
增持
IBTI
ISHARES TR
+$386.0K
791,883
+2%
建仓
COF
CAPITAL ONE FINL CORP
+$373.2K
1,754
清仓
AAPD
DIREXION SHS ETF TR
-$371.9K
0
-100%
增持
IBTJ
ISHARES TR
+$365.1K
716,790
+2%
减持
C
CITIGROUP INC
+$342.3K
26,668
-2%
减持
MCHP
MICROCHIP TECHNOLOGY INC.
+$336.8K
15,634
-1%
减持
AMGN
AMGEN INC
-$323.5K
8,374
-2%
增持
IBTH
ISHARES TR
+$314.9K
782,504
+2%
增持
—
AON PLC
-$295.2K
7,774
+1%
减持
CP
CANADIAN PACIFIC KANSAS CITY
+$291.6K
37,578
-2%
清仓
IYW
ISHARES TR
-$280.9K
0
-100%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$273.9K
17,661
-1%
减持
CAT
CATERPILLAR INC
+$264.5K
4,749
-1%
减持
GOOG
ALPHABET INC
+$258.0K
15,181
-3%
清仓
—
DISCOVER FINL SVCS
-$257.9K
0
-100%
增持
TJX
TJX COS INC NEW
+$254.1K
48,038
+3%
增持
NDAQ
NASDAQ INC
+$252.6K
11,807
+12%
增持
MCD
MCDONALDS CORP
-$252.0K
13,901
+1%
减持
DIS
DISNEY WALT CO
+$251.0K
11,044
-3%
减持
FISV
FISERV INC
-$247.6K
4,576
-3%
建仓
AIG
AMERICAN INTL GROUP INC
+$239.9K
2,803
建仓
IBDW
ISHARES TR
+$239.9K
11,400
增持
AMD
ADVANCED MICRO DEVICES INC
+$238.3K
5,298
+6%
减持
EMR
EMERSON ELEC CO
+$237.7K
12,535
-4%
建仓
ADI
ANALOG DEVICES INC
+$234.2K
984
清仓
BDX
BECTON DICKINSON & CO
-$229.1K
0
-100%
建仓
GLW
CORNING INC
+$227.2K
4,321
增持
MA
MASTERCARD INCORPORATED
+$224.1K
3,243
+11%
减持
XMHQ
INVESCO EXCHANGE TRADED FD T
+$220.5K
43,385
-2%
减持
IQLT
ISHARES TR
+$219.3K
108,309
-4%
增持
SNA
SNAP ON INC
-$217.2K
10,788
+2%
建仓
HSY
HERSHEY CO
+$208.8K
1,258
建仓
XLP
SELECT SECTOR SPDR TR
+$208.5K
2,575
增持
—
ACCENTURE PLC IRELAND
-$205.1K
23,475
+1%
建仓
MSTR
MICROSTRATEGY INC
+$203.3K
503
减持
DGRO
ISHARES TR
-$201.3K
182,963
-5%
减持
PRF
INVESCO EXCHANGE TRADED FD T
-$199.1K
158,369
-7%
