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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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 150 项
建仓 10
增持 36
减持 80
清仓 24
方向
标的
Δ市值
现股数(环比)
建仓
PYLD
PIMCO ETF TR
+$60.3M
2,300,083
增持
SGOV
ISHARES TR
+$55.5M
637,029
+639%
减持
BND
VANGUARD BD INDEX FDS
-$39.5M
16,926
-97%
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
IJH
ISHARES TR
-$31.1M
194,424
-71%
减持
IBDR
ISHARES TR
-$18.6M
8,664
-99%
增持
DBND
DOUBLELINE ETF TRUST
+$16.9M
496,108
+296%
增持
TOTL
SSGA ACTIVE ETF TR
+$12.5M
513,876
+162%
增持
ILF
ISHARES TR
+$11.8M
801,157
+46%
增持
MSFT
MICROSOFT CORP
-$10.0M
88,604
+0%
减持
QUAL
ISHARES TR
-$9.8M
80,236
-37%
减持
MCHI
ISHARES TR
-$9.4M
37,399
-80%
清仓
MUFG
MITSUBISHI UFJ FINL GROUP IN
-$8.1M
0
-100%
增持
CRAK
VANECK ETF TRUST
+$7.8M
233,373
+135%
减持
MU
MICRON TECHNOLOGY INC
-$5.9M
1,955
-92%
清仓
EWY
ISHARES INC
-$5.8M
0
-100%
清仓
VALE
VALE S A
-$5.3M
0
-100%
增持
MPC
MARATHON PETE CORP
+$5.2M
48,920
+19%
清仓
NMR
NOMURA HLDGS INC
-$5.1M
0
-100%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$5.1M
792,195
+8%
建仓
—
INVESCO QQQ TR
+$4.8M
1,370
清仓
PPLT
ABRDN PLATINUM ETF TRUST
-$4.8M
0
-100%
减持
NUE
NUCOR CORP
-$4.7M
3,694
-89%
减持
STOT
SSGA ACTIVE TR
-$4.6M
56,141
-63%
建仓
LPRE
EXCHANGE LISTED FDS TR
+$4.1M
157,593
减持
ADP
AUTOMATIC DATA PROCESSING IN
-$3.8M
3,224
-82%
增持
AMZN
AMAZON COM INC
+$3.8M
44,351
+90%
减持
LLY
ELI LILLY & CO
-$3.8M
21,679
-2%
减持
IQLT
ISHARES TR
-$3.7M
13,859
-85%
清仓
—
NEW GOLD INC CDA
-$3.6M
0
-100%
建仓
—
COPA HOLDINGS SA
+$3.4M
30,065
清仓
WDAY
WORKDAY INC
-$3.4M
0
-100%
减持
AAPL
APPLE INC
-$3.3M
145,063
-2%
增持
PPC
PILGRIMS PRIDE CORP
+$3.2M
96,764
+832%
减持
CNO
CNO FINL GROUP INC
-$3.2M
7,317
-91%
减持
—
ACCENTURE PLC IRELAND
-$3.1M
1,730
-87%
增持
RTX
RTX CORPORATION
+$2.9M
26,731
+117%
减持
AVGO
BROADCOM INC
-$2.9M
57,920
-4%
减持
SPTM
SPDR SERIES TRUST
-$2.9M
12,191
-74%
减持
JPM
JPMORGAN CHASE & CO
-$2.7M
71,328
-3%
建仓
MOS
MOSAIC CO
+$2.7M
106,343
增持
SAP
SAP SE
+$2.6M
17,713
+977%
减持
IJR
ISHARES TR
-$2.6M
41,307
-36%
建仓
FTXG
FIRST TR EXCHANGE TRADED FD
+$2.6M
116,359
增持
VLO
VALERO ENERGY CORP
+$2.5M
21,676
+23%
建仓
MELI
MERCADOLIBRE INC
+$2.4M
1,401
减持
GLD
SPDR GOLD TR
-$2.4M
16,511
-31%
减持
EWH
ISHARES INC
-$2.4M
276,218
-33%
建仓
MLPX
GLOBAL X FDS
+$2.3M
31,400
增持
FNDF
SCHWAB STRATEGIC TR
+$2.3M
197,258
+21%
建仓
—
STATE STR SPDR S&P 500 ETF T
+$2.2M
822
增持
RRC
RANGE RES CORP
+$2.2M
136,301
+21%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$2.1M
8,924
-37%
增持
CASY
CASEYS GEN STORES INC
+$1.9M
9,264
+5%
减持
IVV
ISHARES TR
-$1.8M
8,137
-22%
减持
BOXX
EA SERIES TRUST
-$1.7M
8,360
-64%
减持
VGSH
VANGUARD SCOTTSDALE FDS
-$1.7M
83,234
-26%
增持
SCHO
SCHWAB STRATEGIC TR
+$1.5M
859,892
+8%
减持
DGRW
WISDOMTREE TR
-$1.5M
105,557
-12%
减持
XLK
SELECT SECTOR SPDR TR
-$1.4M
59,374
-8%
减持
V
VISA INC
-$1.4M
19,748
-6%
减持
PG
PROCTER & GAMBLE CO
-$1.4M
163,643
-6%
减持
MTUM
ISHARES TR
-$1.3M
61,587
-4%
减持
GE
GE AEROSPACE
-$1.3M
29,364
-6%
减持
SHY
ISHARES TR
-$1.2M
11,600
-56%
清仓
CNQ
CANADIAN NAT RES LTD
-$1.2M
0
-100%
增持
LMT
LOCKHEED MARTIN CORP
+$1.2M
9,606
+0%
减持
COST
COSTCO WHOLESALE CORPORATION
+$1.2M
10,277
-2%
清仓
MLP
MAUI LD & PINEAPPLE INC
-$1.2M
0
-100%
减持
AXP
AMERICAN EXPRESS CO
-$1.1M
13,863
-4%
增持
KLAC
KLA CORP
+$1.1M
1,685
+47%
减持
—
JBS N.V.
+$1.0M
367,865
-5%
增持
GOOGL
ALPHABET INC
-$998.3K
85,723
+5%
减持
AJG
GALLAGHER ARTHUR J & CO
-$956.7K
15,830
-7%
增持
META
META PLATFORMS INC
-$895.0K
15,698
+5%
减持
ORCL
ORACLE CORP
-$886.2K
13,471
-8%
减持
—
EXXON MOBIL CORP
+$862.2K
39,759
-18%
减持
GS
GOLDMAN SACHS GROUP INC
-$853.8K
5,546
-12%
增持
SQM
SOCIEDAD QUIMICA Y MINERA DE
+$795.2K
32,823
+21%
增持
XLV
SELECT SECTOR SPDR TR
+$771.6K
54,121
+17%
清仓
SCHP
SCHWAB STRATEGIC TR
-$752.1K
0
-100%
减持
VIG
VANGUARD SPECIALIZED FUNDS
-$733.6K
74,267
-2%
减持
ABBV
ABBVIE INC
-$699.5K
47,291
-2%
减持
NEE
NEXTERA ENERGY INC
+$697.5K
68,203
-3%
增持
XMHQ
INVESCO EXCHANGE TRADED FD T
+$694.2K
55,618
+13%
减持
ROK
ROCKWELL AUTOMATION INC
-$649.2K
4,105
-25%
减持
USMV
ISHARES TR
-$644.9K
218,582
-2%
减持
VUG
VANGUARD INDEX FDS
-$643.8K
1,824
-38%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$642.4K
5,744
-15%
减持
FXI
ISHARES TR
-$638.3K
248,738
-0%
减持
XMMO
INVESCO EXCHANGE TRADED FD T
-$632.2K
6,464
-43%
减持
SPY
STATE STR SPDR S&P 500 ETF T
-$616.4K
8,258
-6%
减持
AMP
AMERIPRISE FINL INC
-$575.8K
12,174
-0%
增持
IBTK
ISHARES TR
+$566.4K
851,413
+4%
减持
FNDX
SCHWAB STRATEGIC TR
-$565.7K
232,093
-10%
减持
ABT
ABBOTT LABORATORIES
-$493.5K
15,571
-7%
增持
IBTI
ISHARES TR
+$477.5K
870,420
+3%
增持
IBTH
ISHARES TR
+$465.5K
872,105
+3%
增持
IBTJ
ISHARES TR
+$461.4K
797,733
+3%
减持
LGLV
SPDR SERIES TRUST
-$444.4K
18,854
-13%
减持
J
JACOBS SOLUTIONS INC
-$441.7K
29,805
-7%
减持
PRF
INVESCO EXCHANGE TRADED FD T
-$441.4K
135,385
-8%
清仓
CTVA
CORTEVA INC
-$436.5K
0
-100%
减持
QQQ
INVESCO QQQ TR
-$434.6K
7,141
-4%
增持
WM
WASTE MGMT INC DEL
+$427.6K
36,723
+1%
清仓
COF
CAPITAL ONE FINL CORP
-$425.1K
0
-100%
增持
TJX
TJX COS INC NEW
+$424.5K
45,128
+2%
减持
CAT
CATERPILLAR INC
+$412.0K
4,724
-8%
清仓
MDLZ
MONDELEZ INTL INC
-$408.2K
0
-100%
减持
BSX
BOSTON SCIENTIFIC CORP
-$400.5K
5,850
-27%
增持
GOOG
ALPHABET INC
-$393.0K
15,112
+0%
减持
DVY
ISHARES TR
-$392.5K
6,443
-34%
清仓
UNH
UNITEDHEALTH GROUP INC
-$374.7K
0
-100%
减持
SLV
ISHARES SILVER TR
-$355.6K
11,793
-34%
减持
MS
MORGAN STANLEY
-$352.9K
1,640
-53%
减持
TSLA
TESLA INC
-$352.9K
3,822
-4%
减持
PLTR
PALANTIR TECHNOLOGIES INC
-$352.6K
4,903
-19%
减持
AAXJ
ISHARES TR
-$351.8K
65,961
-8%
减持
JNJ
JOHNSON & JOHNSON
+$346.7K
25,197
-10%
减持
SMLF
ISHARES TR
-$343.8K
5,077
-48%
增持
MRK
MERCK & CO INC
+$330.5K
23,689
+1%
清仓
IWD
ISHARES TR
-$326.0K
0
-100%
清仓
GBTC
GRAYSCALE BITCOIN TRUST ETF
-$312.7K
0
-100%
增持
CTAS
CINTAS CORP
-$308.3K
38,317
+6%
减持
KR
KROGER CO
-$299.5K
4,182
-57%
减持
XLE
SELECT SECTOR SPDR TR
+$296.2K
21,205
-5%
清仓
QCOM
QUALCOMM INC
-$283.9K
0
-100%
建仓
OXY
OCCIDENTAL PETE CORP
+$282.4K
4,345
清仓
NFLX
NETFLIX INC
-$267.2K
0
-100%
减持
WMT
WALMART INC
-$266.9K
76,547
-12%
清仓
FLS
FLOWSERVE CORP
-$266.7K
0
-100%
减持
WEC
WEC ENERGY GROUP INC
+$262.9K
30,314
-2%
增持
—
SPOTIFY TECHNOLOGY S A
+$261.3K
2,552
+52%
减持
AMD
ADVANCED MICRO DEVICES INC
-$260.8K
3,349
-24%
清仓
FNDA
SCHWAB STRATEGIC TR
-$260.5K
0
-100%
减持
CVX
CHEVRON CORPORATION
+$255.1K
24,351
-22%
减持
VO
VANGUARD INDEX FDS
-$254.9K
3,455
-20%
减持
JOE
ST JOE CO
+$253.9K
75,779
-0%
清仓
MSM
MSC INDL DIRECT INC
-$240.2K
0
-100%
减持
LINC
LINCOLN EDL SVCS CORP
+$239.5K
155,343
-38%
减持
CSX
CSX CORP
-$239.4K
119,782
-16%
减持
TSM
TAIWAN SEMICONDUCTOR MANUFAC
+$237.0K
7,075
-0%
减持
DIS
DISNEY WALT CO
-$235.3K
9,160
-8%
增持
GEV
GE VERNOVA INC
+$234.3K
776
+14%
减持
EWJ
ISHARES INC
+$231.3K
64,137
-0%
减持
AMAT
APPLIED MATLS INC
+$225.6K
10,615
-20%
增持
NEAR
ISHARES U S ETF TR
+$223.0K
13,960
+47%
清仓
PFF
ISHARES TR
-$220.6K
0
-100%
减持
VTI
VANGUARD INDEX FDS
-$217.8K
4,627
-9%
清仓
VOO
VANGUARD INDEX FDS
-$216.4K
0
-100%
清仓
ZTS
ZOETIS INC
-$214.8K
0
-100%
