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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
22Q3 调仓
2022-06-30 → 2022-09-30 · 共 150 项
建仓 15
增持 61
减持 49
清仓 25
方向
标的
Δ市值
现股数(环比)
减持
VEU
VANGUARD INTL EQUITY INDEX F
-$21.5M
29,087
-94%
清仓
VWOB
VANGUARD WHITEHALL FDS
-$12.7M
0
-100%
建仓
AVGO
BROADCOM INC
+$9.0M
20,373
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。
清仓
—
GSK PLC
-$7.1M
0
-100%
清仓
TSM
TAIWAN SEMICONDUCTOR MFG LTD
-$6.7M
0
-100%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$4.9M
2,237
-94%
减持
LOW
LOWES COS INC
-$4.6M
1,689
-94%
增持
VZ
VERIZON COMMUNICATIONS INC
+$4.1M
279,405
+119%
清仓
GILD
GILEAD SCIENCES INC
-$3.6M
0
-100%
减持
TSN
TYSON FOODS INC
-$3.5M
11,997
-76%
增持
QUAL
ISHARES TR
+$3.4M
132,918
+43%
减持
INTC
INTEL CORP
-$3.3M
23,749
-77%
增持
—
MEDTRONIC PLC
+$3.2M
79,395
+119%
减持
QCOM
QUALCOMM INC
-$2.7M
8,574
-70%
减持
RDVY
FIRST TR EXCHANGE-TRADED FD
-$2.3M
80,244
-39%
减持
SPTM
SPDR SER TR
-$2.0M
825,574
-0%
增持
AMZN
AMAZON COM INC
+$1.6M
93,772
+11%
减持
FYX
FIRST TR SML CP CORE ALPHA F
-$1.6M
42,303
-31%
增持
PFE
PFIZER INC
-$1.4M
205,391
+3%
减持
XLK
SELECT SECTOR SPDR TR
-$1.4M
123,700
-2%
减持
FNX
FIRST TR MID CAP CORE ALPHAD
-$1.3M
14,875
-50%
建仓
SHV
ISHARES TR
+$1.3M
11,834
增持
AAPL
APPLE INC
+$1.3M
218,148
+3%
减持
BBAG
J P MORGAN EXCHANGE TRADED F
-$1.2M
407,507
-1%
增持
PG
PROCTER AND GAMBLE CO
-$1.1M
112,034
+6%
增持
DUK
DUKE ENERGY CORP NEW
-$906.0K
86,238
+4%
减持
PGF
INVESCO EXCHANGE TRADED FD T
-$860.0K
1,025,903
-2%
增持
LMT
LOCKHEED MARTIN CORP
-$850.0K
27,687
+3%
减持
SRLN
SSGA ACTIVE ETF TR
-$813.0K
890,770
-0%
增持
GLD
SPDR GOLD TR
-$726.0K
76,715
+3%
增持
BAC
BK OF AMERICA CORP
+$678.0K
187,375
+17%
增持
MSFT
MICROSOFT CORP
-$606.0K
71,849
+6%
增持
GM
GENERAL MTRS CO
+$595.0K
224,688
+8%
清仓
MTUM
ISHARES TR
-$584.0K
0
-100%
增持
KIM
KIMCO RLTY CORP
-$575.0K
521,665
+1%
减持
META
META PLATFORMS INC
-$574.0K
9,108
-19%
增持
CVS
CVS HEALTH CORP
+$561.0K
117,499
+2%
增持
USMV
ISHARES TR
+$560.0K
543,843
+8%
增持
MA
MASTERCARD INCORPORATED
-$553.0K
27,285
+4%
清仓
FIXD
FIRST TR EXCHNG TRADED FD VI
-$550.0K
0
-100%
减持
PNC
PNC FINL SVCS GROUP INC
-$548.0K
5,021
-39%
增持
STIP
ISHARES TR
-$524.0K
126,198
+1%
增持
RTX
RAYTHEON TECHNOLOGIES CORP
-$505.0K
41,895
+2%
增持
C
CITIGROUP INC
-$481.0K
113,735
+0%
清仓
FTA
FIRST TR LRG CP VL ALPHADEX
-$470.0K
0
-100%
建仓
VYM
VANGUARD WHITEHALL FDS
+$462.0K
4,867
增持
JNJ
JOHNSON & JOHNSON
-$408.0K
60,314
+4%
建仓
NOBL
PROSHARES TR
+$406.0K
5,082
增持
GOOGL
ALPHABET INC
-$395.0K
28,408
+1889%
清仓
HUSV
FIRST TR EXCH TRADED FD III
-$389.0K
0
-100%
建仓
MGK
VANGUARD WORLD FD
+$383.0K
2,198
增持
BMY
BRISTOL-MYERS SQUIBB CO
-$336.0K
117,790
+4%
增持
—
BLACKROCK INC
-$322.0K
12,829
+6%
建仓
WM
WASTE MGMT INC DEL
+$318.0K
1,985
清仓
FAAR
FIRST TR EXCHANGE TRAD FD VI
-$311.0K
0
-100%
清仓
FEP
FIRST TR EXCH TRD ALPHDX FD
-$307.0K
0
-100%
增持
UPS
UNITED PARCEL SERVICE INC
-$307.0K
23,834
+5%
减持
CRM
SALESFORCE INC
-$304.0K
7,730
-10%
增持
MRK
MERCK & CO INC
-$291.0K
111,418
+3%
减持
—
EXXON MOBIL CORP
+$289.0K
179,025
-0%
清仓
FTC
FIRST TRUST LRGCP GWT ALPHAD
-$286.0K
0
-100%
减持
FTGC
FIRST TR EXCHANGE TRAD FD VI
-$278.0K
98,256
-5%
建仓
EPD
ENTERPRISE PRODS PARTNERS L
+$273.0K
11,465
减持
IWM
ISHARES TR
-$262.0K
1,453
-51%
建仓
NFLX
NETFLIX INC
+$259.0K
1,100
建仓
OEF
ISHARES TR
+$259.0K
1,593
减持
AFL
AFLAC INC
-$256.0K
4,698
-50%
增持
CVX
CHEVRON CORP NEW
+$254.0K
79,230
+3%
清仓
FDL
FIRST TR MORNINGSTAR DIVID L
-$251.0K
0
-100%
清仓
PM
PHILIP MORRIS INTL INC
-$250.0K
0
-100%
清仓
FRT
FEDERAL RLTY INVT TR NEW
-$248.0K
0
-100%
清仓
FMF
FIRST TR EXCHANGE-TRADED FD
-$244.0K
0
-100%
减持
SNY
SANOFI
-$243.0K
8,657
-24%
建仓
GSK
GSK PLC
+$241.0K
8,194
增持
CSCO
CISCO SYS INC
-$240.0K
214,035
+4%
减持
WMT
WALMART INC
+$234.0K
83,105
-4%
清仓
HDMV
FIRST TR EXCH TRADED FD III
-$227.0K
0
-100%
清仓
GE
GENERAL ELECTRIC CO
-$225.0K
0
-100%
清仓
USB
US BANCORP DEL
-$221.0K
0
-100%
建仓
DRI
DARDEN RESTAURANTS INC
+$220.0K
1,738
增持
GOOG
ALPHABET INC
+$215.0K
81,037
+2239%
增持
SO
SOUTHERN CO
-$213.0K
92,533
+1%
清仓
YUM
YUM BRANDS INC
-$213.0K
0
-100%
清仓
SYK
STRYKER CORPORATION
-$211.0K
0
-100%
减持
—
UNILEVER PLC
-$210.0K
11,532
-26%
清仓
FDT
FIRST TR EXCH TRD ALPHDX FD
-$210.0K
0
-100%
减持
FNK
FIRST TR EXCHANGE-TRADED ALP
-$206.0K
24,094
-13%
建仓
NSC
NORFOLK SOUTHN CORP
+$206.0K
982
清仓
ADBE
ADOBE SYSTEMS INCORPORATED
-$201.0K
0
-100%
清仓
EMR
EMERSON ELEC CO
-$201.0K
0
-100%
清仓
WEN
WENDYS CO
-$200.0K
0
-100%
增持
PEP
PEPSICO INC
+$198.0K
88,526
+3%
增持
CAT
CATERPILLAR INC
-$192.0K
27,076
+4%
减持
T
AT&T INC
-$191.0K
23,962
-10%
减持
V
VISA INC
-$182.0K
8,346
-1%
减持
RLI
RLI CORP
-$181.0K
4,968
-16%
建仓
SLV
ISHARES SILVER TR
+$178.0K
10,150
减持
FNY
FIRST TR EXCHANGE-TRADED ALP
-$168.0K
15,870
-15%
减持
FTCS
FIRST TR EXCHANGE-TRADED FD
-$167.0K
16,052
-9%
增持
MCD
MCDONALDS CORP
-$167.0K
10,831
+0%
增持
GS
GOLDMAN SACHS GROUP INC
+$163.0K
21,179
+4%
增持
KMI
KINDER MORGAN INC DEL
+$147.0K
431,682
+3%
增持
DIS
DISNEY WALT CO
+$143.0K
15,712
+11%
增持
MMM
3M CO
-$143.0K
31,553
+12%
减持
IWV
ISHARES TR
-$142.0K
6,597
-5%
清仓
NMFC
NEW MTN FIN CORP
-$136.0K
0
-100%
减持
VOO
VANGUARD INDEX FDS
-$134.0K
5,673
-1%
减持
FTSM
FIRST TR EXCHANGE-TRADED FD
-$134.0K
5,188
-30%
增持
HD
HOME DEPOT INC
+$133.0K
20,634
+2%
减持
SPY
SPDR S&P 500 ETF TR
-$128.0K
1,930
-11%
增持
SHEL
SHELL PLC
-$123.0K
91,007
+2%
增持
TSLA
TESLA INC
+$117.0K
2,055
+224%
增持
KO
COCA COLA CO
-$112.0K
19,884
+2%
减持
QQQ
INVESCO QQQ TR
-$108.0K
1,142
-23%
减持
WELL
WELLTOWER INC
-$104.0K
4,658
-5%
减持
FPE
FIRST TR EXCH TRADED FD III
-$101.0K
25,972
-16%
增持
GD
GENERAL DYNAMICS CORP
-$101.0K
34,939
+3%
增持
VBR
VANGUARD INDEX FDS
-$92.0K
77,040
+4%
增持
AMGN
AMGEN INC
+$90.0K
23,361
+10%
增持
JPM
JPMORGAN CHASE & CO
-$83.0K
77,683
+7%
增持
NVDA
NVIDIA CORPORATION
-$80.0K
3,133
+3%
增持
ABBV
ABBVIE INC
-$79.0K
4,186
+0%
建仓
HLN
HALEON PLC
+$76.0K
12,507
建仓
CRMD
CORMEDIX INC
+$70.0K
11,000
减持
VEA
VANGUARD TAX-MANAGED FDS
-$67.0K
7,697
-9%
减持
KMB
KIMBERLY-CLARK CORP
-$59.0K
2,605
-0%
增持
LUV
SOUTHWEST AIRLS CO
-$54.0K
24,545
+9%
减持
UNH
UNITEDHEALTH GROUP INC
-$45.0K
2,616
-2%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$43.0K
19,580
+3%
增持
AEP
AMERICAN ELEC PWR CO INC
-$39.0K
4,215
+0%
增持
CSX
CSX CORP
-$39.0K
16,326
+0%
减持
BIIB
BIOGEN INC
+$38.0K
1,787
-17%
增持
HON
HONEYWELL INTL INC
+$36.0K
55,188
+5%
增持
ABT
ABBOTT LABS
-$34.0K
4,269
+4%
减持
ITOT
ISHARES TR
-$33.0K
6,319
-1%
减持
VTI
VANGUARD INDEX FDS
-$31.0K
3,181
-0%
减持
AGG
ISHARES TR
-$31.0K
2,270
-8%
减持
ET
ENERGY TRANSFER L P
+$30.0K
32,655
-1%
增持
COST
COSTCO WHSL CORP NEW
+$25.0K
1,650
+5%
减持
VTHR
VANGUARD SCOTTSDALE FDS
-$22.0K
2,282
-1%
增持
XLP
SELECT SECTOR SPDR TR
-$21.0K
3,979
+0%
增持
NEE
NEXTERA ENERGY INC
+$17.0K
9,429
+1%
减持
VTV
VANGUARD INDEX FDS
-$16.0K
1,753
-0%
增持
IWR
ISHARES TR
-$15.0K
5,846
+0%
增持
XLV
SELECT SECTOR SPDR TR
-$13.0K
2,082
+1%
减持
GIS
GENERAL MLS INC
-$8.0K
2,890
-5%
增持
VCSH
VANGUARD SCOTTSDALE FDS
+$7.0K
254,618
+3%
减持
EOG
EOG RES INC
-$7.0K
2,666
-4%
增持
UNP
UNION PAC CORP
+$2.0K
3,624
+10%
增持
MO
ALTRIA GROUP INC
-$2.0K
199,975
+3%
