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
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 150 项
建仓 12
增持 53
减持 65
清仓 20
方向
标的
Δ市值
现股数(环比)
减持
RIO
RIO TINTO PLC
+$15.4M
2,459,471
-2%
增持
MPC
MARATHON PETE CORP
+$9.4M
55,073
+635%
建仓
—
ACCELERANT HOLDINGS
+$7.9M
432,526
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
FXI
ISHARES TR
+$7.8M
239,086
+336%
清仓
MOS
MOSAIC CO NEW
-$7.4M
0
-100%
减持
AAPL
APPLE INC
+$7.0M
153,091
-2%
建仓
EWH
ISHARES INC
+$6.8M
313,507
增持
GOOGL
ALPHABET INC
+$6.3M
89,468
+2%
清仓
QSR
RESTAURANT BRANDS INTL INC
-$4.1M
0
-100%
增持
AVGO
BROADCOM INC
+$4.0M
66,944
+2%
减持
—
ACCENTURE PLC IRELAND
-$3.6M
13,944
-41%
减持
BOXX
EA SERIES TRUST
-$3.3M
24,328
-55%
增持
EWT
ISHARES INC
+$3.3M
91,334
+111%
减持
VGSH
VANGUARD SCOTTSDALE FDS
-$3.0M
105,602
-33%
清仓
CP
CANADIAN PACIFIC KANSAS CITY
-$3.0M
0
-100%
建仓
—
TORM PLC
+$2.9M
141,624
减持
HCC
WARRIOR MET COAL INC
-$2.8M
6,349
-91%
增持
RRC
RANGE RES CORP
+$2.8M
97,294
+358%
清仓
—
AON PLC
-$2.8M
0
-100%
建仓
DBND
DOUBLELINE ETF TRUST
+$2.7M
58,529
清仓
FTXG
FIRST TR EXCHANGE TRADED FD
-$2.6M
0
-100%
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
-$2.5M
7,149
-64%
增持
ABBV
ABBVIE INC
+$2.5M
50,285
+2%
减持
PG
PROCTER AND GAMBLE CO
-$2.5M
173,199
-5%
减持
DOC
HEALTHPEAK PROPERTIES INC
-$2.4M
25,430
-85%
增持
GE
GE AEROSPACE
+$2.4M
32,292
+14%
减持
DHR
DANAHER CORPORATION
-$2.4M
2,465
-83%
清仓
SIVR
ABRDN SILVER ETF TRUST
-$2.3M
0
-100%
增持
MCHI
ISHARES TR
+$2.3M
147,299
+10%
清仓
C
CITIGROUP INC
-$2.3M
0
-100%
增持
IJR
ISHARES TR
+$2.3M
224,993
+0%
增持
IJH
ISHARES TR
+$2.3M
683,820
+0%
增持
MU
MICRON TECHNOLOGY INC
+$2.2M
22,982
+77%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$2.2M
629,404
+1%
增持
JPM
JPMORGAN CHASE & CO.
+$2.2M
75,718
+1%
减持
PEP
PEPSICO INC
-$2.2M
26,683
-40%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$2.1M
985
-85%
增持
AAXJ
ISHARES TR
+$2.1M
71,768
+33%
减持
A
AGILENT TECHNOLOGIES INC
-$2.1M
2,989
-86%
增持
IBTK
ISHARES TR
+$2.0M
267,068
+62%
清仓
—
ADECOAGRO S A
-$1.9M
0
-100%
清仓
MYO
MYOMO INC
-$1.9M
0
-100%
减持
CNQ
CANADIAN NAT RES LTD
-$1.8M
19,148
-76%
减持
MSFT
MICROSOFT CORP
+$1.6M
91,442
-1%
增持
GLD
SPDR GOLD TR
+$1.5M
26,091
+3%
减持
NVDA
NVIDIA CORPORATION
+$1.5M
81,530
-6%
减持
MLP
MAUI LD & PINEAPPLE INC
-$1.5M
137,695
-38%
减持
COST
COSTCO WHSL CORP NEW
-$1.4M
11,690
-5%
减持
AEM
AGNICO EAGLE MINES LTD
+$1.3M
26,517
-0%
减持
—
NEW GOLD INC CDA
+$1.3M
599,744
-1%
减持
QUAL
ISHARES TR
+$1.2M
127,148
-1%
减持
MUFG
MITSUBISHI UFJ FINL GROUP IN
+$1.1M
516,344
-1%
增持
TJX
TJX COS INC NEW
+$1.1M
48,380
+1%
增持
BND
VANGUARD BD INDEX FDS
+$1.1M
523,326
+2%
减持
VALE
VALE S A
-$1.0M
406,664
-27%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$973.8K
13,887
+39%
增持
HD
HOME DEPOT INC
+$915.0K
18,721
+3%
减持
GOOG
ALPHABET INC
+$907.2K
14,782
-3%
增持
ILF
ISHARES TR
+$876.3K
320,558
+0%
增持
IBTH
ISHARES TR
+$858.8K
819,597
+5%
减持
STOT
SSGA ACTIVE TR
-$845.2K
173,571
-9%
增持
J
JACOBS SOLUTIONS INC
+$804.3K
34,433
+4%
减持
MTUM
ISHARES TR
+$798.1K
65,111
-2%
减持
LINC
LINCOLN EDL SVCS CORP
-$727.4K
255,080
-13%
减持
DGRO
ISHARES TR
+$665.6K
181,614
-1%
增持
IBTJ
ISHARES TR
+$655.7K
745,513
+4%
增持
NEE
NEXTERA ENERGY INC
+$627.6K
74,046
+4%
建仓
VLO
VALERO ENERGY CORP
+$626.6K
3,680
增持
IBTI
ISHARES TR
+$606.0K
818,071
+3%
减持
JNJ
JOHNSON & JOHNSON
+$604.5K
24,874
-5%
增持
VGK
VANGUARD INTL EQUITY INDEX F
+$598.4K
201,201
+1%
减持
PPLT
ABRDN PLATINUM ETF TRUST
+$567.9K
31,960
-2%
增持
SNA
SNAP ON INC
+$564.7K
11,317
+5%
减持
SPY
SPDR S&P 500 ETF TR
-$549.1K
8,560
-15%
增持
WEC
WEC ENERGY GROUP INC
+$543.2K
32,260
+7%
增持
LMT
LOCKHEED MARTIN CORP
+$538.1K
10,252
+4%
增持
IBDR
ISHARES TR
+$532.1K
694,316
+3%
减持
SMLF
ISHARES TR
+$514.7K
84,707
-0%
增持
GS
GOLDMAN SACHS GROUP INC
+$513.0K
5,391
+1%
减持
DGRW
WISDOMTREE TR
+$506.3K
121,448
-1%
增持
SCHO
SCHWAB STRATEGIC TR
+$488.1K
758,142
+3%
增持
AXP
AMERICAN EXPRESS CO
+$488.1K
14,909
+7%
增持
FNDX
SCHWAB STRATEGIC TR
+$483.0K
262,071
+0%
增持
CTAS
CINTAS CORP
-$482.1K
41,162
+3%
减持
TPZ
TORTOISE CAPITAL SERIES TRUS
-$481.1K
562,329
-3%
建仓
PSX
PHILLIPS 66
+$469.3K
3,450
增持
INTC
INTEL CORP
+$453.6K
29,935
+22%
增持
TSLA
TESLA INC
+$441.7K
3,414
+1%
增持
AMP
AMERIPRISE FINL INC
-$425.4K
13,195
+2%
增持
XMHQ
INVESCO EXCHANGE TRADED FD T
+$416.0K
44,571
+3%
减持
CSX
CSX CORP
+$413.2K
143,698
-0%
减持
CMG
CHIPOTLE MEXICAN GRILL INC
-$406.1K
14,796
-16%
减持
CAT
CATERPILLAR INC
+$399.5K
4,701
-1%
减持
NMR
NOMURA HLDGS INC
+$370.7K
609,900
-1%
增持
KLAC
KLA CORP
+$363.9K
1,848
+2%
清仓
UPS
UNITED PARCEL SERVICE INC
-$359.0K
0
-100%
减持
IVV
ISHARES TR
+$357.1K
9,855
-2%
清仓
—
BRF SA
-$346.8K
0
-100%
清仓
CRM
SALESFORCE INC
-$341.4K
0
-100%
减持
CVX
CHEVRON CORP NEW
+$329.2K
31,087
-1%
减持
V
VISA INC
-$324.2K
21,767
-0%
减持
WMT
WALMART INC
+$323.5K
82,990
-1%
清仓
CI
THE CIGNA GROUP
-$319.0K
0
-100%
减持
EWY
ISHARES INC
-$318.2K
59,803
-16%
减持
ABT
ABBOTT LABS
-$300.0K
16,870
-10%
减持
AMGN
AMGEN INC
-$297.4K
7,232
-14%
清仓
RHI
ROBERT HALF INC.
-$296.0K
0
-100%
减持
ORCL
ORACLE CORP
+$281.7K
17,611
-18%
增持
CNO
CNO FINL GROUP INC
+$276.1K
87,808
+6%
增持
IWM
ISHARES TR
+$271.7K
2,136
+88%
减持
DIS
DISNEY WALT CO
-$268.9K
9,613
-13%
减持
JOE
ST JOE CO
-$260.1K
75,180
-10%
清仓
BAH
BOOZ ALLEN HAMILTON HLDG COR
-$254.8K
0
-100%
增持
MCD
MCDONALDS CORP
+$254.8K
14,203
+2%
减持
AMAT
APPLIED MATLS INC
+$252.7K
13,190
-1%
建仓
ALAB
ASTERA LABS INC
+$249.6K
1,275
减持
XLK
SELECT SECTOR SPDR TR
+$243.1K
31,444
-8%
减持
RTX
RTX CORPORATION
+$240.6K
11,873
-1%
清仓
IBDW
ISHARES TR
-$239.9K
0
-100%
建仓
WMS
ADVANCED DRAIN SYS INC DEL
+$235.2K
1,696
减持
VIG
VANGUARD SPECIALIZED FUNDS
-$234.0K
74,046
-7%
减持
QQQ
INVESCO QQQ TR
+$222.9K
7,515
-3%
建仓
VT
VANGUARD INTL EQUITY INDEX F
+$219.5K
1,593
建仓
KWEB
KRANESHARES TRUST
+$213.4K
5,080
减持
—
ISHARES TR
-$212.7K
568,766
-2%
清仓
SJM
SMUCKER J M CO
-$210.4K
0
-100%
清仓
HSY
HERSHEY CO
-$208.8K
0
-100%
清仓
XLP
SELECT SECTOR SPDR TR
-$208.5K
0
-100%
清仓
MSTR
MICROSTRATEGY INC
-$203.3K
0
-100%
建仓
IBIT
ISHARES BITCOIN TRUST ETF
+$202.2K
3,111
建仓
VOO
VANGUARD INDEX FDS
+$202.1K
330
增持
LLY
ELI LILLY & CO
-$200.2K
23,152
+1%
增持
ISRG
INTUITIVE SURGICAL INC
-$177.1K
2,000
+1%
减持
EFA
ISHARES TR
-$174.3K
12,359
-17%
增持
META
META PLATFORMS INC
+$171.2K
13,533
+2%
增持
XMMO
INVESCO EXCHANGE TRADED FD T
+$170.6K
10,016
+9%
减持
MEDP
MEDPACE HLDGS INC
+$163.4K
855
-3%
增持
AJG
GALLAGHER ARTHUR J & CO
-$159.7K
18,903
+1%
减持
—
MEDTRONIC PLC
-$157.8K
3,229
-40%
减持
PRF
INVESCO EXCHANGE TRADED FD T
+$151.3K
151,418
-4%
减持
USMV
ISHARES TR
+$151.2K
219,257
-1%
减持
DLY
DOUBLELINE YIELD OPPORTUNITI
-$150.8K
193,322
-2%
减持
NEAR
ISHARES U S ETF TR
-$149.3K
4,931
-37%
增持
ADP
AUTOMATIC DATA PROCESSING IN
-$147.8K
19,099
+2%
减持
PLTR
PALANTIR TECHNOLOGIES INC
+$147.3K
6,033
-14%
减持
SPTM
SPDR SERIES TRUST
+$145.5K
50,724
-4%
增持
—
SPOTIFY TECHNOLOGY S A
-$142.4K
2,563
+2%
增持
AMZN
AMAZON COM INC
+$134.5K
24,462
+2%
减持
VUG
VANGUARD INDEX FDS
+$128.3K
3,146
-0%
减持
VTI
VANGUARD INDEX FDS
-$128.0K
5,328
-14%
