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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
22Q4 调仓
2022-09-30 → 2022-12-31 · 共 144 项
建仓 13
增持 25
减持 83
清仓 23
方向
标的
Δ市值
现股数(环比)
清仓
VCSH
VANGUARD SCOTTSDALE FDS
-$18.9M
0
-100%
清仓
BBAG
J P MORGAN EXCHANGE TRADED F
-$18.5M
0
-100%
清仓
PGF
INVESCO EXCHANGE TRADED FD T
-$15.4M
0
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。
-100%
清仓
STIP
ISHARES TR
-$12.1M
0
-100%
增持
VOO
VANGUARD INDEX FDS
+$8.9M
30,545
+438%
减持
AAPL
APPLE INC
-$5.3M
191,590
-12%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$5.0M
37,033
+1555%
减持
SRLN
SSGA ACTIVE ETF TR
-$4.9M
771,127
-13%
增持
SHV
ISHARES TR
+$4.3M
50,731
+329%
增持
AVGO
BROADCOM INC
+$3.3M
22,110
+9%
减持
AMZN
AMAZON COM INC
-$2.9M
91,748
-2%
减持
PG
PROCTER AND GAMBLE CO
+$2.8M
111,943
-0%
增持
VBR
VANGUARD INDEX FDS
+$2.0M
81,927
+6%
减持
JPM
JPMORGAN CHASE & CO
+$1.8M
74,154
-5%
减持
CVX
CHEVRON CORP NEW
+$1.8M
73,460
-7%
减持
MRK
MERCK & CO INC
+$1.8M
102,614
-8%
减持
—
BLACKROCK INC
+$1.8M
12,443
-3%
减持
RDVY
FIRST TR EXCHANGE-TRADED FD
-$1.7M
32,364
-60%
减持
LLY
LILLY ELI & CO
-$1.7M
1,833
-75%
减持
CAT
CATERPILLAR INC
+$1.6M
25,151
-7%
减持
PEP
PEPSICO INC
+$1.5M
88,478
-0%
减持
HON
HONEYWELL INTL INC
+$1.5M
50,010
-9%
减持
C
CITIGROUP INC
-$1.5M
71,953
-37%
减持
SPTM
SPDR SER TR
+$1.5M
801,249
-3%
减持
—
EXXON MOBIL CORP
+$1.5M
154,874
-13%
减持
GM
GENERAL MTRS CO
-$1.4M
171,709
-24%
增持
GLD
SPDR GOLD TR
+$1.4M
78,302
+2%
减持
QUAL
ISHARES TR
+$1.3M
132,897
-0%
减持
CSCO
CISCO SYS INC
+$1.3M
207,204
-3%
清仓
VEU
VANGUARD INTL EQUITY INDEX F
-$1.3M
0
-100%
减持
LMT
LOCKHEED MARTIN CORP
+$1.2M
24,393
-12%
减持
FYX
FIRST TR SML CP CORE ALPHA F
-$1.1M
25,649
-39%
增持
DUK
DUKE ENERGY CORP NEW
+$1.0M
87,900
+2%
减持
GOOG
ALPHABET INC
-$1.0M
76,219
-6%
减持
CVS
CVS HEALTH CORP
-$949.6K
110,059
-6%
减持
V
VISA INC
-$934.7K
2,639
-68%
减持
MSFT
MICROSOFT CORP
-$904.3K
66,007
-8%
减持
—
MEDTRONIC PLC
-$902.3K
70,879
-11%
减持
GD
GENERAL DYNAMICS CORP
+$824.5K
33,201
-5%
清仓
TSN
TYSON FOODS INC
-$791.0K
0
-100%
减持
KIM
KIMCO RLTY CORP
+$783.5K
490,440
-6%
减持
META
META PLATFORMS INC
-$771.1K
3,863
-58%
减持
FNX
FIRST TR MID CAP CORE ALPHAD
-$710.1K
5,510
-63%
减持
IWV
ISHARES TR
-$680.1K
3,108
-53%
减持
PFE
PFIZER INC
+$679.6K
188,674
-8%
减持
MO
ALTRIA GROUP INC
+$643.1K
190,725
-5%
增持
BAC
BANK AMERICA CORP
+$635.5K
190,052
+1%
减持
SHEL
SHELL PLC
+$634.6K
90,669
-0%
减持
KO
COCA COLA CO
-$610.7K
7,913
-60%
减持
DIS
DISNEY WALT CO
-$607.6K
10,065
-36%
清仓
BDX
BECTON DICKINSON & CO
-$602.0K
0
-100%
减持
HD
HOME DEPOT INC
-$546.8K
16,296
-21%
减持
GS
GOLDMAN SACHS GROUP INC
-$541.9K
16,498
-22%
减持
MA
MASTERCARD INCORPORATED
+$515.1K
23,792
-13%
清仓
—
UNILEVER PLC
-$506.0K
0
-100%
减持
SO
SOUTHERN CO
-$489.2K
81,260
-12%
增持
UPS
UNITED PARCEL SERVICE INC
+$463.0K
24,810
+4%
清仓
VYM
VANGUARD WHITEHALL FDS
-$462.0K
0
-100%
减持
QCOM
QUALCOMM INC
-$460.8K
4,622
-46%
增持
LOW
LOWES COS INC
+$447.4K
3,836
+127%
减持
AMGN
AMGEN INC
+$416.5K
21,636
-7%
减持
XLK
SELECT SECTOR SPDR TR
-$407.8K
114,796
-7%
清仓
NOBL
PROSHARES TR
-$406.0K
0
-100%
减持
MCD
MCDONALDS CORP
-$405.9K
7,943
-27%
减持
CRM
SALESFORCE INC
-$395.1K
5,407
-30%
增持
IVV
ISHARES TR
+$393.8K
1,720
+131%
清仓
MGK
VANGUARD WORLD FD
-$383.0K
0
-100%
建仓
TFC
TRUIST FINL CORP
+$357.4K
8,306
减持
GOOGL
ALPHABET INC
-$353.1K
26,793
-6%
清仓
SNY
SANOFI
-$329.0K
0
-100%
清仓
WM
WASTE MGMT INC DEL
-$318.0K
0
-100%
清仓
FTSM
FIRST TR EXCHANGE-TRADED FD
-$308.0K
0
-100%
减持
FTGC
FIRST TR EXCHANGE TRAD FD VI
-$291.1K
89,789
-9%
增持
TSLA
TESLA INC
-$288.4K
2,083
+1%
减持
KMI
KINDER MORGAN INC DEL
+$281.8K
412,877
-4%
减持
MUB
ISHARES TR
-$272.9K
10,520
-22%
建仓
VO
VANGUARD INDEX FDS
+$267.4K
1,312
清仓
XLP
SELECT SECTOR SPDR TR
-$266.0K
0
-100%
清仓
OEF
ISHARES TR
-$259.0K
0
-100%
建仓
GE
GENERAL ELECTRIC CO
+$245.7K
2,932
清仓
GSK
GSK PLC
-$241.0K
0
-100%
建仓
YUM
YUM BRANDS INC
+$240.7K
1,879
建仓
EMR
EMERSON ELEC CO
+$237.3K
2,471
建仓
PM
PHILIP MORRIS INTL INC
+$230.9K
2,281
建仓
VIG
VANGUARD SPECIALIZED FUNDS
+$226.8K
1,493
清仓
IWB
ISHARES TR
-$225.0K
0
-100%
建仓
SYK
STRYKER CORPORATION
+$221.3K
905
清仓
GIS
GENERAL MLS INC
-$221.0K
0
-100%
清仓
DRI
DARDEN RESTAURANTS INC
-$220.0K
0
-100%
清仓
AGG
ISHARES TR
-$219.0K
0
-100%
建仓
DFAU
DIMENSIONAL ETF TRUST
+$217.2K
8,040
建仓
AMAT
APPLIED MATLS INC
+$215.0K
2,208
建仓
WEN
WENDYS CO
+$211.6K
9,348
清仓
—
PHYSICIANS RLTY TR
-$207.0K
0
-100%
建仓
PAYX
PAYCHEX INC
+$205.4K
1,778
增持
SPY
SPDR S&P 500 ETF TR
+$162.3K
2,229
+15%
减持
HDV
ISHARES TR
-$161.9K
3,589
-39%
建仓
NMFC
NEW MTN FIN CORP
+$140.9K
11,390
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$136.2K
114,493
-3%
增持
SLV
ISHARES SILVER TR
+$127.0K
13,850
+36%
增持
COP
CONOCOPHILLIPS
+$118.0K
5,229
+7%
减持
RLI
RLI CORP
+$116.9K
4,768
-4%
减持
VZ
VERIZON COMMUNICATIONS INC
-$114.0K
266,370
-5%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$113.9K
16,556
-15%
增持
NFLX
NETFLIX INC
+$104.6K
1,233
+12%
减持
USMV
ISHARES TR
-$103.1K
497,156
-9%
增持
VTI
VANGUARD INDEX FDS
+$101.9K
3,520
+11%
减持
ABBV
ABBVIE INC
+$99.1K
4,091
-2%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$97.7K
1,257
-19%
增持
ABT
ABBOTT LABS
+$79.1K
4,482
+5%
清仓
HLN
HALEON PLC
-$76.0K
0
-100%
减持
IWR
ISHARES TR
-$75.4K
4,264
-27%
减持
FTCS
FIRST TR EXCHANGE-TRADED FD
+$74.3K
15,214
-5%
增持
CSX
CSX CORP
+$70.8K
16,327
+0%
减持
UNP
UNION PAC CORP
-$70.3K
3,070
-15%
减持
INTC
INTEL CORP
-$64.6K
20,712
-13%
减持
IJH
ISHARES TR
-$64.4K
1,061
-28%
增持
KMB
KIMBERLY-CLARK CORP
+$60.7K
2,606
+0%
减持
FNK
FIRST TR EXCHANGE-TRADED ALP
+$60.0K
22,783
-5%
减持
NVDA
NVIDIA CORPORATION
+$53.9K
2,969
-5%
减持
ITOT
ISHARES TR
-$51.3K
5,326
-16%
减持
XLV
SELECT SECTOR SPDR TR
-$50.6K
1,483
-29%
减持
UNH
UNITEDHEALTH GROUP INC
+$39.6K
2,566
-2%
减持
MMM
3M CO
+$39.6K
29,408
-7%
减持
PNC
PNC FINL SVCS GROUP INC
+$38.7K
4,994
-1%
增持
AEP
AMERICAN ELEC PWR CO INC
+$37.3K
4,226
+0%
减持
T
AT&T INC
-$30.7K
18,322
-24%
减持
FNY
FIRST TR EXCHANGE-TRADED ALP
+$27.1K
15,537
-2%
增持
BIIB
BIOGEN INC
+$27.0K
1,820
+2%
减持
NEE
NEXTERA ENERGY INC
+$26.6K
9,158
-3%
减持
VEA
VANGUARD TAX-MANAGED FDS
+$22.5K
7,208
-6%
减持
RTX
RAYTHEON TECHNOLOGIES CORP
+$19.7K
34,183
-18%
减持
VTHR
VANGUARD SCOTTSDALE FDS
-$19.7K
2,028
-11%
减持
EPD
ENTERPRISE PRODS PARTNERS L
-$18.7K
10,545
-8%
减持
LUV
SOUTHWEST AIRLS CO
-$17.8K
21,954
-11%
减持
HSY
HERSHEY CO
+$17.5K
2,645
-2%
增持
IWM
ISHARES TR
+$14.2K
1,458
+0%
减持
ET
ENERGY TRANSFER L P
+$10.4K
31,205
-4%
减持
VTV
VANGUARD INDEX FDS
+$8.7K
1,601
-9%
增持
COST
COSTCO WHSL CORP NEW
-$7.9K
1,689
+2%
减持
QQQ
INVESCO QQQ TR
-$7.4K
1,118
-2%
增持
CRMD
CORMEDIX INC
+$6.8K
12,000
+9%
减持
JNJ
JOHNSON & JOHNSON
+$4.0K
55,799
-7%
减持
WMT
WALMART INC
+$2.3K
76,037
-9%
