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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
23Q2 调仓
2023-03-31 → 2023-06-30 · 共 130 项
建仓 25
增持 42
减持 55
清仓 8
方向
标的
Δ市值
现股数(环比)
建仓
AAPL
APPLE INC
+$38.0M
196,159
建仓
AMZN
AMAZON COM INC
+$15.8M
121,058
减持
SRLN
SSGA ACTIVE ETF TR
-$11.6M
133,830
-68%
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。
建仓
BAC
BANK AMERICA CORP
+$5.7M
199,430
建仓
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$5.5M
16,217
增持
SLV
ISHARES SILVER TR
+$5.5M
461,309
+146%
减持
AVGO
BROADCOM INC
+$4.7M
22,258
-2%
增持
HON
HONEYWELL INTL INC
+$4.1M
63,805
+33%
建仓
RTX
RAYTHEON TECHNOLOGIES CORP
+$3.6M
36,962
减持
MSFT
MICROSOFT CORP
+$3.4M
69,388
-1%
减持
—
EXXON MOBIL CORP
-$2.8M
136,201
-14%
减持
MMM
3M CO
-$2.7M
7,499
-77%
增持
GOOG
ALPHABET INC
+$2.4M
90,907
+9%
减持
SPTM
SPDR SER TR
+$2.3M
801,685
-2%
建仓
GAPR
FIRST TR EXCHNG TRADED FD VI
+$1.9M
60,346
减持
SHV
ISHARES TR
-$1.9M
24,278
-41%
减持
XLK
SELECT SECTOR SPDR TR
+$1.8M
111,119
-4%
增持
QUAL
ISHARES TR
+$1.8M
136,563
+2%
建仓
AMGN
AMGEN INC
+$1.6M
7,239
增持
DIS
DISNEY WALT CO
+$1.5M
29,865
+158%
减持
VOO
VANGUARD INDEX FDS
-$1.3M
11,733
-27%
增持
GLD
SPDR GOLD TR
+$1.0M
88,972
+10%
建仓
TD
TORONTO DOMINION BK ONT
+$1.0M
16,200
减持
JPM
JPMORGAN CHASE & CO
+$952.1K
75,109
-2%
建仓
FTCS
FIRST TR EXCHANGE-TRADED FD
+$907.6K
12,089
增持
—
MEDTRONIC PLC
+$869.7K
86,628
+3%
建仓
PJUN
INNOVATOR ETFS TR
+$835.5K
26,381
增持
MA
MASTERCARD INCORPORATED
+$800.4K
24,680
+1%
增持
HD
HOME DEPOT INC
+$788.1K
19,788
+9%
减持
CVX
CHEVRON CORP NEW
-$772.4K
65,357
-4%
减持
—
BLACKROCK INC
-$768.8K
4,007
-24%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$607.4K
112,991
-0%
建仓
ABT
ABBOTT LABS
+$581.5K
5,333
增持
VZ
VERIZON COMMUNICATIONS INC
+$572.7K
332,918
+10%
减持
CAT
CATERPILLAR INC
-$567.3K
8,031
-28%
减持
LMT
LOCKHEED MARTIN CORP
-$565.8K
21,531
-3%
增持
DUK
DUKE ENERGY CORP NEW
-$545.0K
99,655
+1%
建仓
AEP
AMERICAN ELEC PWR CO INC
+$534.9K
6,352
减持
GD
GENERAL DYNAMICS CORP
-$526.4K
30,700
-2%
减持
MRK
MERCK & CO INC
+$520.8K
100,943
-3%
建仓
BRK/A
BERKSHIRE HATHAWAY INC DEL
+$517.8K
1
减持
KIM
KIMCO RLTY CORP
-$501.8K
447,106
-6%
增持
PFE
PFIZER INC
-$481.3K
199,759
+4%
建仓
PJUL
INNOVATOR ETFS TR
+$481.2K
14,063
减持
WMT
WALMART INC
+$473.2K
70,383
-2%
减持
GM
GENERAL MTRS CO
-$456.9K
50,417
-23%
减持
PM
PHILIP MORRIS INTL INC
-$444.8K
5,731
-45%
增持
META
META PLATFORMS INC
+$432.6K
4,573
+10%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$415.1K
54,886
+4%
增持
SHEL
SHELL PLC
+$415.0K
123,650
+1%
减持
NVDA
NVIDIA CORPORATION
+$378.4K
2,880
-5%
建仓
AFL
AFLAC INC
+$378.4K
5,421
减持
CSCO
CISCO SYS INC
-$338.3K
192,088
-2%
建仓
ORCL
ORACLE CORP
+$336.7K
2,827
减持
USMV
ISHARES TR
-$331.1K
483,126
-3%
建仓
AWK
AMERICAN WTR WKS CO INC NEW
+$324.3K
2,272
建仓
RNST
RENASANT CORP
+$321.9K
12,319
清仓
HPQ
HP INC
-$307.6K
0
-100%
减持
GOOGL
ALPHABET INC
+$305.7K
25,852
-4%
建仓
GIS
GENERAL MLS INC
+$302.6K
3,945
减持
COP
CONOCOPHILLIPS
-$295.9K
2,441
-56%
建仓
AMAT
APPLIED MATLS INC
+$293.6K
2,031
建仓
FPE
FIRST TR EXCH TRADED FD III
+$292.4K
18,309
增持
LOW
LOWES COS INC
+$283.4K
4,669
+21%
清仓
EPD
ENTERPRISE PRODS PARTNERS L
-$280.9K
0
-100%
清仓
IJH
ISHARES TR
-$265.4K
0
-100%
减持
JNJ
JOHNSON & JOHNSON
+$263.2K
63,071
-4%
增持
MCD
MCDONALDS CORP
+$262.0K
8,079
+5%
减持
FNK
FIRST TR EXCHANGE-TRADED ALP
-$254.4K
13,681
-32%
增持
TSLA
TESLA INC
+$250.5K
3,989
+4%
增持
NFLX
NETFLIX INC
+$243.6K
1,600
+20%
增持
CVS
CVS HEALTH CORP
-$240.5K
119,142
+4%
增持
UPS
UNITED PARCEL SERVICE INC
-$233.2K
39,060
+5%
建仓
TH
TARGET HOSPITALITY CORP
+$232.9K
1,765
清仓
CHDN
CHURCHILL DOWNS INC
-$231.3K
0
-100%
减持
KMI
KINDER MORGAN INC DEL
-$224.1K
381,941
-2%
增持
INTC
INTEL CORP
+$218.1K
15,938
+65%
增持
TFC
TRUIST FINL CORP
+$210.9K
149,814
+18%
建仓
PMAY
INNOVATOR ETFS TR
+$208.4K
6,980
减持
C
CITIGROUP INC
-$208.0K
6,235
-41%
减持
BIIB
BIOGEN INC
-$206.6K
846
-47%
减持
VBR
VANGUARD INDEX FDS
+$202.0K
81,351
-3%
清仓
DFAU
DIMENSIONAL ETF TRUST
-$200.1K
0
-100%
增持
SO
SOUTHERN CO
+$181.5K
119,589
+1%
增持
KO
COCA COLA CO
+$178.7K
12,679
+34%
清仓
HPE
HEWLETT PACKARD ENTERPRISE C
-$167.1K
0
-100%
减持
QCOM
QUALCOMM INC
-$152.5K
2,754
-27%
减持
FNY
FIRST TR EXCHANGE-TRADED ALP
-$151.2K
10,543
-25%
增持
UNP
UNION PAC CORP
+$147.7K
5,355
+14%
减持
FYX
FIRST TR SML CP CORE ALPHA F
-$131.5K
15,048
-11%
增持
LUV
SOUTHWEST AIRLS CO
+$127.5K
27,136
+3%
减持
CRM
SALESFORCE INC
-$125.3K
3,530
-19%
减持
PEP
PEPSICO INC
-$120.1K
86,136
-2%
减持
IWR
ISHARES TR
-$102.9K
4,774
-26%
减持
LLY
LILLY ELI & CO
+$100.5K
1,828
-17%
增持
UNH
UNITEDHEALTH GROUP INC
+$98.6K
2,607
+7%
增持
ABBV
ABBVIE INC
+$97.3K
5,531
+36%
增持
TMO
THERMO FISHER SCIENTIFIC INC
-$93.0K
1,714
+0%
建仓
PSLV
SPROTT PHYSICAL SILVER TR
+$81.0K
10,400
减持
CSX
CSX CORP
+$79.0K
19,854
-1%
减持
IWM
ISHARES TR
-$75.2K
1,438
-26%
清仓
CRMD
CORMEDIX INC
-$74.7K
0
-100%
减持
NEE
NEXTERA ENERGY INC
-$73.6K
9,860
-6%
减持
COST
COSTCO WHSL CORP NEW
+$60.2K
1,569
-1%
增持
GLW
CORNING INC
+$58.0K
8,150
+26%
增持
VTHR
VANGUARD SCOTTSDALE FDS
+$52.9K
2,150
+6%
减持
KMB
KIMBERLY-CLARK CORP
-$47.3K
2,190
-16%
减持
PG
PROCTER AND GAMBLE CO
+$46.9K
111,977
-2%
减持
MO
ALTRIA GROUP INC
-$46.7K
198,456
-2%
增持
WELL
WELLTOWER INC
+$45.5K
4,691
+1%
增持
DRI
DARDEN RESTAURANTS INC
+$41.3K
1,513
+11%
增持
GS
GOLDMAN SACHS GROUP INC
-$40.4K
16,574
+1%
减持
IWV
ISHARES TR
+$39.5K
3,363
-3%
减持
ITOT
ISHARES TR
-$30.3K
3,810
-14%
减持
GE
GENERAL ELECTRIC CO
+$30.0K
2,912
-4%
减持
SPY
SPDR S&P 500 ETF TR
+$28.4K
2,274
-5%
建仓
IAUX
I-80 GOLD CORP
+$25.4K
11,300
增持
NKE
NIKE INC
-$24.2K
2,303
+1%
减持
V
VISA INC
-$22.5K
2,230
-9%
增持
SBUX
STARBUCKS CORP
+$17.9K
2,980
+12%
增持
OMEX
ODYSSEY MARINE EXPL INC
+$17.5K
48,456
+0%
减持
IVV
ISHARES TR
+$15.1K
1,503
-6%
增持
ET
ENERGY TRANSFER L P
+$13.7K
32,430
+2%
减持
VTI
VANGUARD INDEX FDS
+$10.9K
2,571
-6%
增持
VO
VANGUARD INDEX FDS
+$10.3K
956
+1%
减持
ADBE
ADOBE SYSTEMS INCORPORATED
+$7.0K
447
-19%
减持
PAYX
PAYCHEX INC
-$5.5K
1,828
-0%
增持
PNC
PNC FINL SVCS GROUP INC
-$5.1K
5,002
+0%
清仓
—
MULLEN AUTOMOTIVE INC
-$1.5K
0
-100%
增持
T
AT&T INC
+$748
22,836
+21%
