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
25Q4 调仓
2025-09-30 → 2025-12-31 · 共 150 项
建仓 13
增持 59
减持 60
清仓 18
方向
标的
Δ市值
现股数(环比)
清仓
RIO
RIO TINTO PLC
-$161.6M
0
-100%
减持
IJR
ISHARES TR
-$19.0M
64,568
-71%
清仓
—
ISHARES TR
-$14.3M
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。
增持
IBTK
ISHARES TR
+$10.9M
817,511
+206%
清仓
TPZ
TORTOISE CAPITAL SERIES TRUS
-$10.4M
0
-100%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$7.9M
730,840
+16%
清仓
—
ACCELERANT HOLDINGS
-$7.9M
0
-100%
增持
ILF
ISHARES TR
+$7.4M
548,001
+71%
建仓
FNDF
SCHWAB STRATEGIC TR
+$7.4M
163,205
减持
SGOV
ISHARES TR
-$7.2M
86,209
-45%
增持
XLV
SELECT SECTOR SPDR TR
+$6.5M
46,273
+948%
减持
LLY
ELI LILLY & CO
+$6.0M
22,055
-5%
减持
SMLF
ISHARES TR
-$5.6M
9,710
-89%
建仓
EWJ
ISHARES INC
+$5.2M
64,212
建仓
CASY
CASEYS GEN STORES INC
+$4.9M
8,803
减持
MSFT
MICROSOFT CORP
-$4.6M
88,462
-3%
减持
MPC
MARATHON PETE CORP
-$3.9M
41,100
-25%
减持
GOOGL
ALPHABET INC
+$3.9M
81,945
-8%
增持
BRK/A
BERKSHIRE HATHAWAY INC DEL
+$3.8M
6
+500%
增持
VGK
VANGUARD INTL EQUITY INDEX F
+$3.7M
236,812
+18%
建仓
CRAK
VANECK ETF TRUST
+$3.7M
99,100
清仓
WLK
WESTLAKE CORPORATION
-$3.5M
0
-100%
建仓
WDAY
WORKDAY INC
+$3.4M
15,835
增持
DBND
DOUBLELINE ETF TRUST
+$3.1M
125,136
+114%
清仓
—
TORM PLC
-$2.9M
0
-100%
增持
MU
MICRON TECHNOLOGY INC
+$2.7M
23,048
+0%
减持
MDLZ
MONDELEZ INTL INC
-$2.6M
7,584
-84%
减持
PEP
PEPSICO INC
-$2.5M
8,985
-66%
增持
VLO
VALERO ENERGY CORP
+$2.2M
17,578
+378%
减持
ORCL
ORACLE CORP
-$2.1M
14,714
-16%
增持
EWH
ISHARES INC
+$2.0M
411,325
+31%
增持
IBDR
ISHARES TR
+$1.9M
775,428
+12%
减持
NVDA
NVIDIA CORPORATION
-$1.9M
71,338
-13%
建仓
SQM
SOCIEDAD QUIMICA Y MINERA DE
+$1.9M
27,056
增持
BND
VANGUARD BD INDEX FDS
+$1.8M
550,053
+5%
减持
HD
HOME DEPOT INC
-$1.8M
16,852
-10%
增持
MCHI
ISHARES TR
+$1.8M
190,832
+30%
减持
COST
COSTCO WHSL CORP NEW
-$1.7M
10,539
-10%
减持
CTAS
CINTAS CORP
-$1.7M
36,100
-12%
增持
PG
PROCTER AND GAMBLE CO
-$1.6M
174,490
+1%
减持
AJG
GALLAGHER ARTHUR J & CO
-$1.5M
16,945
-10%
减持
MLP
MAUI LD & PINEAPPLE INC
-$1.4M
67,918
-51%
减持
AVGO
BROADCOM INC
-$1.2M
60,224
-10%
增持
GS
GOLDMAN SACHS GROUP INC
+$1.2M
6,317
+17%
增持
JNJ
JOHNSON & JOHNSON
+$1.2M
27,996
+13%
减持
AAPL
APPLE INC
+$1.2M
147,645
-4%
增持
WMT
WALMART INC
+$1.1M
87,334
+5%
增持
GOOG
ALPHABET INC
+$1.1M
15,067
+2%
减持
ADP
AUTOMATIC DATA PROCESSING IN
-$1.1M
17,495
-8%
增持
EWY
ISHARES INC
+$1.0M
60,001
+0%
减持
STOT
SSGA ACTIVE TR
-$1.0M
152,441
-12%
增持
NUE
NUCOR CORP
+$928.8K
32,435
+1%
减持
J
JACOBS SOLUTIONS INC
-$924.8K
31,974
-7%
增持
VALE
VALE S A
+$898.6K
407,902
+0%
增持
SCHO
SCHWAB STRATEGIC TR
+$883.9K
795,344
+5%
减持
—
SPOTIFY TECHNOLOGY S A
-$812.8K
1,681
-34%
增持
JOE
ST JOE CO
+$785.1K
75,881
+1%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$726.3K
76,009
+3%
增持
AMAT
APPLIED MATLS INC
+$702.0K
13,240
+0%
增持
NMR
NOMURA HLDGS INC
+$696.4K
611,486
+0%
增持
EWT
ISHARES INC
+$694.9K
102,402
+12%
增持
CAT
CATERPILLAR INC
+$691.7K
5,123
+9%
减持
WM
WASTE MGMT INC DEL
-$669.6K
36,462
-7%
减持
—
NEW GOLD INC CDA
-$661.9K
418,405
-30%
减持
ABBV
ABBVIE INC
-$658.2K
48,076
-4%
增持
IBTH
ISHARES TR
+$638.5K
849,836
+4%
增持
CNQ
CANADIAN NAT RES LTD
+$632.1K
36,753
+92%
减持
MTUM
ISHARES TR
-$628.3K
64,199
-1%
增持
IBTI
ISHARES TR
+$605.6K
845,879
+3%
减持
KLAC
KLA CORP
-$604.4K
1,143
-38%
增持
IBTJ
ISHARES TR
+$595.8K
773,001
+4%
清仓
CMG
CHIPOTLE MEXICAN GRILL INC
-$579.9K
0
-100%
增持
IVV
ISHARES TR
+$567.4K
10,458
+6%
减持
SAP
SAP SE
-$504.7K
1,645
-51%
减持
AMP
AMERIPRISE FINL INC
-$495.8K
12,208
-7%
清仓
DOC
HEALTHPEAK PROPERTIES INC
-$487.0K
0
-100%
减持
LMT
LOCKHEED MARTIN CORP
-$474.4K
9,601
-6%
增持
SHY
ISHARES TR
+$462.9K
26,625
+27%
减持
IQLT
ISHARES TR
-$458.2K
94,457
-12%
减持
WEC
WEC ENERGY GROUP INC
-$450.1K
30,784
-5%
增持
XLK
SELECT SECTOR SPDR TR
+$441.2K
64,584
+105%
减持
QUAL
ISHARES TR
+$438.0K
126,715
-0%
减持
IJH
ISHARES TR
-$425.0K
669,713
-2%
减持
MSI
MOTOROLA SOLUTIONS INC
-$419.6K
2,680
-15%
清仓
HCC
WARRIOR MET COAL INC
-$404.1K
0
-100%
清仓
MOO
VANECK ETF TRUST
-$397.6K
0
-100%
增持
XMHQ
INVESCO EXCHANGE TRADED FD T
+$376.9K
49,356
+11%
建仓
UNH
UNITEDHEALTH GROUP INC
+$374.7K
1,135
减持
AXP
AMERICAN EXPRESS CO
+$362.5K
14,366
-4%
增持
VGSH
VANGUARD SCOTTSDALE FDS
+$354.4K
111,853
+6%
增持
LOW
LOWES COS INC
+$342.9K
3,354
+81%
增持
EFA
ISHARES TR
+$324.0K
15,418
+25%
减持
SYK
STRYKER CORPORATION
-$316.1K
3,883
-15%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$309.7K
14,274
+3%
增持
RRC
RANGE RES CORP
+$304.3K
112,491
+16%
增持
KR
KROGER CO
+$301.1K
9,637
+116%
增持
WMS
ADVANCED DRAIN SYS INC DEL
+$290.1K
3,627
+114%
增持
SPY
SPDR S&P 500 ETF TR
+$282.1K
8,795
+3%
建仓
NVS
NOVARTIS AG
+$280.8K
2,037
减持
MA
MASTERCARD INCORPORATED
-$274.7K
2,753
-15%
减持
SNA
SNAP ON INC
-$273.7K
10,586
-6%
增持
FXI
ISHARES TR
-$268.0K
249,882
+5%
建仓
FLS
FLOWSERVE CORP
+$266.7K
3,844
减持
UNP
UNION PAC CORP
-$265.6K
9,493
-9%
增持
CSCO
CISCO SYS INC
+$261.9K
7,961
+55%
减持
—
EATON CORP PLC
-$259.7K
4,652
-0%
增持
INTC
INTEL CORP
+$258.6K
34,225
+14%
减持
DUK
DUKE ENERGY CORP NEW
-$256.7K
7,591
-18%
清仓
BEN
FRANKLIN RESOURCES INC
-$255.7K
0
-100%
增持
RTX
RTX CORPORATION
+$252.3K
12,328
+4%
增持
XLY
SELECT SECTOR SPDR TR
-$250.4K
8,524
+60%
增持
TSLA
TESLA INC
+$249.8K
3,970
+16%
建仓
IBDW
ISHARES TR
+$249.6K
11,800
建仓
IBDX
ISHARES TR
+$247.6K
9,700
清仓
—
ISHARES TR
-$246.5K
0
-100%
减持
FNDA
SCHWAB STRATEGIC TR
-$246.4K
8,266
-49%
减持
PPLT
ABRDN PLATINUM ETF TRUST
+$246.1K
25,814
-19%
减持
SPTM
SPDR SERIES TRUST
-$237.4K
46,692
-8%
清仓
OXY
OCCIDENTAL PETE CORP
-$234.8K
0
-100%
增持
NEAR
ISHARES U S ETF TR
+$233.8K
9,523
+93%
减持
GLD
SPDR GOLD TR
+$233.3K
23,991
-8%
减持
AMGN
AMGEN INC
+$227.0K
6,929
-4%
增持
ROK
ROCKWELL AUTOMATION INC
+$226.2K
5,455
+1%
建仓
XLB
SELECT SECTOR SPDR TR
+$225.9K
4,982
清仓
AIG
AMERICAN INTL GROUP INC
-$220.1K
0
-100%
清仓
VT
VANGUARD INTL EQUITY INDEX F
-$219.5K
0
-100%
建仓
SOXX
ISHARES TR
+$216.8K
720
增持
XMMO
INVESCO EXCHANGE TRADED FD T
+$215.1K
11,336
+13%
清仓
KWEB
KRANESHARES TRUST
-$213.4K
0
-100%
减持
TJX
TJX COS INC NEW
-$210.3K
44,154
-9%
减持
—
JBS N.V.
-$202.9K
388,565
-0%
清仓
IBIT
ISHARES BITCOIN TRUST ETF
-$202.2K
0
-100%
清仓
CLX
CLOROX CO DEL
-$201.0K
0
-100%
增持
USB
US BANCORP DEL
+$193.6K
33,920
+1%
增持
PNC
PNC FINL SVCS GROUP INC
+$192.3K
4,119
+24%
减持
JPM
JPMORGAN CHASE & CO.
-$187.7K
73,540
-3%
减持
CME
CME GROUP INC
-$187.7K
12,183
-6%
增持
MDY
SPDR S&P MIDCAP 400 ETF TR
+$186.2K
2,257
+14%
减持
MSM
MSC INDL DIRECT INC
-$184.6K
2,856
-38%
增持
DSL
DOUBLELINE INCOME SOLUTIONS
-$179.1K
229,009
+2%
减持
DHR
DANAHER CORPORATION
-$173.2K
1,465
-41%
增持
MUB
ISHARES TR
+$171.7K
3,680
+77%
减持
ABT
ABBOTT LABS
-$167.3K
16,699
-1%
减持
SLV
ISHARES SILVER TR
+$164.2K
17,994
-23%
减持
MRK
MERCK & CO INC
+$162.2K
23,474
-12%
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$157.3K
7,088
-1%
减持
SO
SOUTHERN CO
-$157.0K
8,848
-10%
增持
AAXJ
ISHARES TR
+$156.5K
71,984
+0%
减持
FNDX
SCHWAB STRATEGIC TR
+$137.0K
258,343
-1%
减持
BMY
BRISTOL-MYERS SQUIBB CO
+$136.6K
17,641
-1%
