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ARS Wealth Advisors Group, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
ARS Wealth Advisors Group, LLC
报告期 2026-03-31 · CIK 0001886707
持仓数
201
前50大市值合计
$1.07B
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($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
22Q2 调仓
2022-03-31 → 2022-06-30 · 共 145 项
建仓 37
增持 71
减持 28
清仓 9
方向
标的
Δ市值
现股数(环比)
增持
LMT
LOCKHEED MARTIN CORP
+$10.4M
26,852
+962%
增持
CVX
CHEVRON CORP NEW
+$9.7M
76,866
+763%
减持
SPTM
SPDR SER TR
-$8.8M
826,862
-3%
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
CSCO
CISCO SYS INC
+$8.4M
206,407
+2796%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$8.4M
113,122
+2491%
增持
PEP
PEPSICO INC
+$8.2M
85,533
+136%
增持
WMT
WALMART INC
+$7.9M
86,733
+387%
增持
MO
ALTRIA GROUP INC
+$7.8M
193,372
+3279%
建仓
GD
GENERAL DYNAMICS CORP
+$7.5M
33,961
建仓
—
BLACKROCK INC
+$7.4M
12,120
增持
PFE
PFIZER INC
+$7.2M
198,699
+222%
建仓
—
GSK PLC
+$7.1M
162,670
建仓
KMI
KINDER MORGAN INC DEL
+$7.0M
419,809
建仓
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$6.7M
81,494
增持
HON
HONEYWELL INTL INC
+$6.1M
52,811
+234%
增持
JNJ
JOHNSON & JOHNSON
+$6.1M
57,805
+144%
增持
PG
PROCTER AND GAMBLE CO
+$5.9M
105,842
+73%
增持
GS
GOLDMAN SACHS GROUP INC
+$5.8M
20,350
+2266%
增持
SO
SOUTHERN CO
+$5.5M
91,225
+561%
建仓
RDVY
FIRST TR EXCHANGE-TRADED FD
+$5.4M
131,977
建仓
C
CITIGROUP INC
+$5.2M
113,507
建仓
IBM
INTERNATIONAL BUSINESS MACHS
+$5.2M
36,840
增持
GM
GENERAL MTRS CO
+$5.1M
208,293
+488%
增持
AMZN
AMAZON COM INC
-$5.0M
84,495
+1865%
增持
AMGN
AMGEN INC
+$4.8M
21,274
+1406%
增持
LOW
LOWES COS INC
+$4.7M
28,362
+2072%
建仓
FYX
FIRST TR SML CP CORE ALPHA F
+$4.7M
61,019
建仓
SHEL
SHELL PLC
+$4.7M
88,962
减持
VEU
VANGUARD INTL EQUITY INDEX F
-$4.5M
455,937
-4%
增持
CAT
CATERPILLAR INC
+$4.4M
25,929
+2257%
减持
XLK
SELECT SECTOR SPDR TR
-$4.4M
126,204
-2%
建仓
TSN
TYSON FOODS INC
+$4.3M
50,051
增持
BAC
BK OF AMERICA CORP
+$4.2M
160,004
+719%
建仓
UPS
UNITED PARCEL SERVICE INC
+$4.2M
22,774
减持
USMV
ISHARES TR
-$4.0M
504,025
-1%
减持
MSFT
MICROSOFT CORP
-$3.7M
67,517
-1%
建仓
GILD
GILEAD SCIENCES INC
+$3.6M
57,733
增持
QCOM
QUALCOMM INC
+$3.4M
28,615
+1948%
建仓
—
MEDTRONIC PLC
+$3.3M
36,255
减持
KIM
KIMCO RLTY CORP
-$2.9M
514,869
-3%
建仓
FTGC
FIRST TR EXCHANGE TRAD FD VI
+$2.8M
103,424
增持
SRLN
SSGA ACTIVE ETF TR
-$2.7M
893,830
+1%
建仓
FNX
FIRST TR MID CAP CORE ALPHAD
+$2.5M
30,049
减持
VBR
VANGUARD INDEX FDS
-$2.3M
74,353
-2%
增持
GOOG
ALPHABET INC
-$2.1M
3,464
+0%
减持
VWOB
VANGUARD WHITEHALL FDS
-$2.1M
207,564
-2%
增持
QUAL
ISHARES TR
-$2.0M
92,809
+1%
增持
JPM
JPMORGAN CHASE & CO
-$1.7M
72,822
+1%
减持
PGF
INVESCO EXCHANGE TRADED FD T
-$1.6M
1,048,276
-1%
增持
INTC
INTEL CORP
-$1.2M
104,784
+0%
建仓
FTCS
FIRST TR EXCHANGE-TRADED FD
+$1.2M
17,625
建仓
FNK
FIRST TR EXCHANGE-TRADED ALP
+$1.1M
27,638
增持
MRK
MERCK & CO INC
+$1.1M
108,430
+1%
建仓
FNY
FIRST TR EXCHANGE-TRADED ALP
+$1.0M
18,601
增持
MA
MASTERCARD INCORPORATED
-$1.0M
26,343
+1%
增持
BBAG
J P MORGAN EXCHANGE TRADED F
-$951.0K
412,155
+0%
增持
CVS
CVS HEALTH CORP
-$908.0K
114,878
+1%
减持
META
META PLATFORMS INC
-$784.0K
11,222
-4%
建仓
—
UNILEVER PLC
+$716.0K
15,623
减持
MMM
3M CO
-$603.0K
28,051
-1%
增持
GLD
SPDR GOLD TR
+$588.0K
74,746
+12%
增持
DIS
DISNEY WALT CO
-$573.0K
14,179
+2%
减持
IWV
ISHARES TR
-$573.0K
6,937
-13%
建仓
SNY
SANOFI
+$572.0K
11,430
建仓
FIXD
FIRST TR EXCHNG TRADED FD VI
+$550.0K
11,870
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$540.0K
18,992
+17%
建仓
FPE
FIRST TR EXCH TRADED FD III
+$535.0K
31,038
减持
VOO
VANGUARD INDEX FDS
-$476.0K
5,753
-3%
减持
CRM
SALESFORCE INC
-$474.0K
8,581
-4%
建仓
FTA
FIRST TR LRG CP VL ALPHADEX
+$470.0K
7,563
增持
AAPL
APPLE INC
-$466.0K
211,010
+26%
增持
LLY
LILLY ELI & CO
+$464.0K
7,234
+10%
建仓
FTSM
FIRST TR EXCHANGE-TRADED FD
+$442.0K
7,441
清仓
NFLX
NETFLIX INC
-$412.0K
0
-100%
建仓
HUSV
FIRST TR EXCH TRADED FD III
+$389.0K
12,164
减持
DUK
DUKE ENERGY CORP NEW
-$378.0K
83,272
-0%
减持
MTUM
ISHARES TR
-$377.0K
4,279
-25%
建仓
FAAR
FIRST TR EXCHANGE TRAD FD VI
+$311.0K
9,333
建仓
FEP
FIRST TR EXCH TRD ALPHDX FD
+$307.0K
9,800
清仓
AMAT
APPLIED MATLS INC
-$305.0K
0
-100%
清仓
PYPL
PAYPAL HLDGS INC
-$304.0K
0
-100%
减持
QQQ
INVESCO QQQ TR
-$296.0K
1,474
-25%
增持
GOOGL
ALPHABET INC
-$293.0K
1,428
+17%
建仓
FTC
FIRST TRUST LRGCP GWT ALPHAD
+$286.0K
3,241
增持
HD
HOME DEPOT INC
+$285.0K
20,274
+15%
减持
TSLA
TESLA INC
-$275.0K
635
-3%
减持
—
EXXON MOBIL CORP
+$259.0K
179,143
-2%
减持
LUV
SOUTHWEST AIRLS CO
-$256.0K
22,447
-4%
减持
RTX
RAYTHEON TECHNOLOGIES CORP
-$255.0K
40,946
-3%
建仓
FDL
FIRST TR MORNINGSTAR DIVID L
+$251.0K
7,123
建仓
FRT
FEDERAL RLTY INVT TR NEW
+$248.0K
2,590
建仓
FMF
FIRST TR EXCHANGE-TRADED FD
+$244.0K
4,738
清仓
ORCL
ORACLE CORP
-$242.0K
0
-100%
建仓
—
PHYSICIANS RLTY TR
+$240.0K
13,744
建仓
HDMV
FIRST TR EXCH TRADED FD III
+$227.0K
8,191
清仓
GLW
CORNING INC
-$223.0K
0
-100%
增持
PNC
PNC FINL SVCS GROUP INC
-$213.0K
8,228
+0%
建仓
YUM
YUM BRANDS INC
+$213.0K
1,878
建仓
FDT
FIRST TR EXCH TRD ALPHDX FD
+$210.0K
4,382
清仓
SCHP
SCHWAB STRATEGIC TR
-$210.0K
0
-100%
清仓
SBUX
STARBUCKS CORP
-$206.0K
0
-100%
清仓
SLV
ISHARES SILVER TR
-$204.0K
0
-100%
清仓
VO
VANGUARD INDEX FDS
-$204.0K
0
-100%
增持
COST
COSTCO WHSL CORP NEW
+$201.0K
1,574
+64%
建仓
ADBE
ADOBE SYSTEMS INCORPORATED
+$201.0K
549
增持
UNH
UNITEDHEALTH GROUP INC
+$175.0K
2,660
+14%
增持
VCSH
VANGUARD SCOTTSDALE FDS
+$162.0K
247,920
+3%
增持
SPY
SPDR S&P 500 ETF TR
-$161.0K
2,168
+0%
增持
UNP
UNION PAC CORP
-$157.0K
3,303
+5%
减持
EOG
EOG RES INC
-$156.0K
2,766
-28%
增持
IWM
ISHARES TR
+$156.0K
2,963
+76%
增持
OMEX
ODYSSEY MARINE EXPL INC
-$143.0K
48,289
+4%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$125.0K
1,557
+28%
增持
CSX
CSX CORP
-$122.0K
16,325
+3%
增持
STIP
ISHARES TR
-$121.0K
124,745
+2%
减持
ABT
ABBOTT LABS
-$118.0K
4,116
-14%
增持
ITOT
ISHARES TR
-$109.0K
6,392
+0%
减持
BIIB
BIOGEN INC
-$106.0K
2,151
-17%
增持
IWR
ISHARES TR
-$78.0K
5,844
+0%
增持
AEP
AMERICAN ELEC PWR CO INC
+$77.0K
4,205
+29%
减持
EMR
EMERSON ELEC CO
-$77.0K
2,531
-11%
增持
GE
GENERAL ELECTRIC CO
-$76.0K
3,529
+7%
减持
ABBV
ABBVIE INC
-$71.0K
4,185
-5%
减持
COP
CONOCOPHILLIPS
-$70.0K
4,879
-4%
增持
VEA
VANGUARD TAX-MANAGED INTL FD
-$61.0K
8,503
+0%
增持
VTI
VANGUARD INDEX FDS
+$61.0K
3,192
+34%
增持
T
AT&T INC
-$58.0K
26,671
+2%
增持
PM
PHILIP MORRIS INTL INC
+$48.0K
2,530
+18%
增持
MCD
MCDONALDS CORP
+$48.0K
10,799
+2%
增持
WELL
WELLTOWER INC
-$44.0K
4,908
+5%
增持
NEE
NEXTERA ENERGY INC
+$41.0K
9,326
+16%
增持
SYK
STRYKER CORPORATION
-$40.0K
1,062
+13%
增持
HDV
ISHARES TR
-$37.0K
5,867
+0%
增持
IWB
ISHARES TR
-$36.0K
1,140
+5%
增持
ET
ENERGY TRANSFER L P
-$34.0K
33,055
+2%
增持
KO
COCA COLA CO
+$31.0K
19,490
+1%
增持
VTV
VANGUARD INDEX FDS
+$27.0K
1,758
+26%
增持
GIS
GENERAL MLS INC
+$24.0K
3,035
+0%
增持
NVDA
NVIDIA CORPORATION
-$21.0K
3,034
+72%
增持
XLV
SELECT SECTOR SPDR TR
-$18.0K
2,064
+0%
增持
VZ
VERIZON COMMUNICATIONS INC
+$16.0K
127,535
+1%
增持
IJH
ISHARES TR
+$16.0K
1,464
+25%
增持
XLP
SELECT SECTOR SPDR TR
-$14.0K
3,976
+0%
增持
AGG
ISHARES TR
-$5.0K
2,460
+3%
减持
RLI
RLI CORP
+$2.0K
5,918
-5%
