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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
23Q1 调仓
2022-12-31 → 2023-03-31 · 共 131 项
建仓 10
增持 57
减持 41
清仓 23
方向
标的
Δ市值
现股数(环比)
清仓
AAPL
APPLE INC
-$24.9M
0
-100%
减持
SRLN
SSGA ACTIVE ETF TR
-$14.4M
414,061
-46%
清仓
AMZN
AMAZON COM INC
-$7.7M
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。
清仓
BAC
BANK AMERICA CORP
-$6.3M
0
-100%
清仓
AMGN
AMGEN INC
-$5.7M
0
-100%
减持
—
BLACKROCK INC
-$5.3M
5,288
-58%
清仓
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$5.1M
0
-100%
减持
VOO
VANGUARD INDEX FDS
-$4.6M
16,183
-47%
增持
MSFT
MICROSOFT CORP
+$4.4M
70,013
+6%
增持
TFC
TRUIST FINL CORP
+$4.0M
127,153
+1431%
增持
SLV
ISHARES SILVER TR
+$3.8M
187,209
+1252%
减持
CAT
CATERPILLAR INC
-$3.5M
11,115
-56%
清仓
RTX
RAYTHEON TECHNOLOGIES CORP
-$3.4M
0
-100%
增持
SPTM
SPDR SER TR
+$3.4M
819,085
+2%
减持
GM
GENERAL MTRS CO
-$3.4M
65,458
-62%
增持
XLK
SELECT SECTOR SPDR TR
+$3.2M
116,002
+1%
增持
UPS
UNITED PARCEL SERVICE INC
+$2.9M
37,294
+50%
减持
C
CITIGROUP INC
-$2.8M
10,559
-85%
增持
SO
SOUTHERN CO
+$2.4M
118,132
+45%
增持
AVGO
BROADCOM INC
+$2.3M
22,776
+3%
清仓
FTGC
FIRST TR EXCHANGE TRAD FD VI
-$2.2M
0
-100%
减持
CVX
CHEVRON CORP NEW
-$2.1M
67,764
-8%
增持
SHEL
SHELL PLC
+$1.9M
122,540
+35%
增持
GOOG
ALPHABET INC
+$1.9M
83,064
+9%
增持
PFE
PFIZER INC
-$1.9M
191,383
+1%
增持
CVS
CVS HEALTH CORP
-$1.8M
114,073
+4%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$1.7M
52,858
+43%
清仓
FSV
FIRSTSERVICE CORP NEW
-$1.7M
0
-100%
减持
HON
HONEYWELL INTL INC
-$1.6M
47,865
-4%
增持
GLD
SPDR GOLD TR
+$1.5M
80,912
+3%
增持
QUAL
ISHARES TR
+$1.5M
134,192
+1%
清仓
RDVY
FIRST TR EXCHANGE-TRADED FD
-$1.4M
0
-100%
减持
LMT
LOCKHEED MARTIN CORP
-$1.4M
22,166
-9%
增持
VZ
VERIZON COMMUNICATIONS INC
+$1.3M
303,639
+14%
增持
—
MEDTRONIC PLC
+$1.3M
83,878
+18%
清仓
FTCS
FIRST TR EXCHANGE-TRADED FD
-$1.1M
0
-100%
减持
GD
GENERAL DYNAMICS CORP
-$1.1M
31,250
-6%
减持
KIM
KIMCO RLTY CORP
-$1.1M
477,149
-3%
减持
SHV
ISHARES TR
-$1.0M
41,190
-19%
增持
PM
PHILIP MORRIS INTL INC
+$773.4K
10,327
+353%
减持
KMI
KINDER MORGAN INC DEL
-$663.7K
388,416
-6%
减持
FYX
FIRST TR SML CP CORE ALPHA F
-$642.9K
16,989
-34%
增持
MA
MASTERCARD INCORPORATED
+$633.2K
24,507
+3%
增持
TSLA
TESLA INC
+$537.2K
3,826
+84%
清仓
ABT
ABBOTT LABS
-$492.1K
0
-100%
清仓
FNX
FIRST TR MID CAP CORE ALPHAD
-$483.9K
0
-100%
清仓
FPE
FIRST TR EXCH TRADED FD III
-$436.3K
0
-100%
增持
DUK
DUKE ENERGY CORP NEW
+$435.3K
98,352
+12%
增持
GOOGL
ALPHABET INC
+$424.8K
26,885
+0%
增持
META
META PLATFORMS INC
+$414.9K
4,151
+7%
增持
NVDA
NVIDIA CORPORATION
+$406.3K
3,024
+2%
减持
CSCO
CISCO SYS INC
+$405.7K
196,593
-5%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$404.5K
113,017
-1%
清仓
AEP
AMERICAN ELEC PWR CO INC
-$401.3K
0
-100%
增持
USMV
ISHARES TR
+$397.0K
498,238
+0%
建仓
VLO
VALERO ENERGY CORP
+$390.9K
2,800
建仓
EIX
EDISON INTL
+$358.5K
5,078
清仓
AWK
AMERICAN WTR WKS CO INC NEW
-$352.2K
0
-100%
增持
—
EXXON MOBIL CORP
+$345.2K
158,926
+3%
清仓
AFL
AFLAC INC
-$338.0K
0
-100%
增持
JNJ
JOHNSON & JOHNSON
+$319.4K
65,654
+18%
增持
MO
ALTRIA GROUP INC
+$318.7K
202,527
+6%
增持
UNP
UNION PAC CORP
+$312.4K
4,711
+53%
清仓
QQQ
INVESCO QQQ TR
-$297.6K
0
-100%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$295.1K
1,713
+36%
增持
DIS
DISNEY WALT CO
+$283.5K
11,564
+15%
减持
GS
GOLDMAN SACHS GROUP INC
-$278.9K
16,466
-0%
建仓
NKE
NIKE INC
+$278.4K
2,270
建仓
SBUX
STARBUCKS CORP
+$277.3K
2,663
建仓
MDLZ
MONDELEZ INTL INC
+$259.6K
3,724
增持
MRK
MERCK & CO INC
-$258.0K
104,587
+2%
增持
VBR
VANGUARD INDEX FDS
+$243.6K
83,482
+2%
清仓
NSC
NORFOLK SOUTHN CORP
-$242.0K
0
-100%
清仓
EMR
EMERSON ELEC CO
-$237.3K
0
-100%
减持
INTC
INTEL CORP
-$232.6K
9,637
-53%
建仓
CHDN
CHURCHILL DOWNS INC
+$231.3K
900
建仓
GLW
CORNING INC
+$227.6K
6,450
清仓
VTV
VANGUARD INDEX FDS
-$224.7K
0
-100%
清仓
AMAT
APPLIED MATLS INC
-$215.0K
0
-100%
增持
HD
HOME DEPOT INC
+$211.8K
18,158
+11%
建仓
DRI
DARDEN RESTAURANTS INC
+$211.6K
1,363
建仓
ADBE
ADOBE SYSTEMS INCORPORATED
+$211.6K
549
减持
UNH
UNITEDHEALTH GROUP INC
-$205.9K
2,443
-5%
清仓
XLV
SELECT SECTOR SPDR TR
-$201.4K
0
-100%
减持
WMT
WALMART INC
-$191.7K
71,818
-6%
增持
IWR
ISHARES TR
+$163.9K
6,457
+51%
减持
CRM
SALESFORCE INC
+$154.1K
4,360
-19%
增持
PNC
PNC FINL SVCS GROUP INC
-$153.6K
4,997
+0%
增持
IWV
ISHARES TR
+$130.6K
3,468
+12%
增持
SPY
SPDR S&P 500 ETF TR
+$127.8K
2,393
+7%
减持
VTI
VANGUARD INDEX FDS
-$117.3K
2,722
-23%
增持
LUV
SOUTHWEST AIRLS CO
+$115.9K
26,279
+20%
减持
FNK
FIRST TR EXCHANGE-TRADED ALP
-$99.4K
20,133
-12%
增持
NFLX
NETFLIX INC
+$97.6K
1,335
+8%
增持
MMM
3M CO
-$97.5K
32,623
+11%
增持
CSX
CSX CORP
+$92.2K
19,973
+22%
增持
IWM
ISHARES TR
+$90.3K
1,931
+32%
减持
PEP
PEPSICO INC
+$89.9K
88,175
-0%
增持
LLY
LILLY ELI & CO
+$86.2K
2,203
+20%
增持
KO
COCA COLA CO
+$81.5K
9,428
+19%
增持
HSY
HERSHEY CO
+$74.7K
2,701
+2%
减持
RLI
RLI CORP
-$71.9K
4,168
-13%
增持
COP
CONOCOPHILLIPS
-$68.2K
5,532
+6%
减持
VO
VANGUARD INDEX FDS
-$67.2K
949
-28%
减持
EOG
EOG RES INC
-$59.2K
2,496
-6%
减持
BIIB
BIOGEN INC
-$56.4K
1,610
-12%
减持
MCD
MCDONALDS CORP
+$55.9K
7,685
-3%
减持
ITOT
ISHARES TR
-$48.5K
4,452
-16%
增持
GE
GENERAL ELECTRIC CO
+$44.2K
3,032
+3%
减持
FNY
FIRST TR EXCHANGE-TRADED ALP
-$42.0K
14,022
-10%
增持
NEE
NEXTERA ENERGY INC
+$39.6K
10,446
+14%
增持
JPM
JPMORGAN CHASE & CO
+$27.8K
76,524
+3%
增持
ET
ENERGY TRANSFER L P
+$27.8K
31,930
+2%
减持
QCOM
QUALCOMM INC
-$27.7K
3,765
-19%
增持
EPD
ENTERPRISE PRODS PARTNERS L
+$26.5K
10,845
+3%
增持
T
AT&T INC
+$26.2K
18,882
+3%
增持
PG
PROCTER AND GAMBLE CO
-$21.4K
113,959
+2%
增持
YUM
YUM BRANDS INC
+$20.8K
1,980
+5%
减持
DFAU
DIMENSIONAL ETF TRUST
-$17.2K
6,954
-14%
减持
COST
COSTCO WHSL CORP NEW
+$13.5K
1,579
-7%
减持
ABBV
ABBVIE INC
-$13.1K
4,065
-1%
减持
MUB
ISHARES TR
+$11.5K
10,410
-1%
增持
LOW
LOWES COS INC
+$6.2K
3,853
+0%
减持
IVV
ISHARES TR
-$6.0K
1,593
-7%
增持
PAYX
PAYCHEX INC
+$4.6K
1,833
+3%
减持
KMB
KIMBERLY-CLARK CORP
-$4.0K
2,605
-0%
减持
V
VISA INC
+$3.9K
2,449
-7%
减持
CRMD
CORMEDIX INC
-$2.1K
11,000
-8%
建仓
—
MULLEN AUTOMOTIVE INC
+$1.5K
11,600
清仓
—
CORBUS PHARMACEUTICALS HLDGS
-$1.1K
0
-100%
减持
VIG
VANGUARD SPECIALIZED FUNDS
-$506
1,469
-2%
