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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
23Q3 调仓
2023-06-30 → 2023-09-30 · 共 141 项
建仓 15
增持 50
减持 67
清仓 9
方向
标的
Δ市值
现股数(环比)
减持
AAPL
APPLE INC
-$5.4M
190,518
-3%
建仓
FSV
FIRSTSERVICE CORP NEW
+$3.2M
21,835
减持
MSFT
MICROSOFT CORP
-$2.9M
65,708
-5%
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。
减持
DIS
DISNEY WALT CO
-$1.9M
9,351
-69%
减持
AVGO
BROADCOM INC
-$1.6M
21,327
-4%
建仓
POCT
INNOVATOR ETFS TR
+$1.5M
44,862
减持
MRK
MERCK & CO INC
-$1.5M
98,923
-2%
减持
XLK
SELECT SECTOR SPDR TR
-$1.4M
109,465
-1%
减持
RTX
RTX CORPORATION
-$1.3M
32,117
-13%
减持
—
EXXON MOBIL CORP
+$1.2M
134,587
-1%
增持
GOOG
ALPHABET INC
+$1.2M
92,251
+1%
减持
LMT
LOCKHEED MARTIN CORP
-$1.1M
21,508
-0%
清仓
TD
TORONTO DOMINION BK ONT
-$1.0M
0
-100%
减持
PFE
PFIZER INC
-$989.5K
191,066
-4%
增持
QUAL
ISHARES TR
+$981.5K
147,203
+8%
增持
AMZN
AMAZON COM INC
+$931.9K
131,475
+9%
增持
CVX
CHEVRON CORP NEW
+$919.8K
66,444
+2%
减持
SRLN
SSGA ACTIVE ETF TR
-$896.3K
112,262
-16%
增持
KIM
KIMCO RLTY CORP
-$881.5K
451,131
+1%
增持
PEP
PEPSICO INC
-$859.0K
89,089
+3%
增持
—
MEDTRONIC PLC
-$806.8K
87,099
+1%
增持
UPS
UNITED PARCEL SERVICE INC
-$756.8K
40,063
+3%
清仓
MMM
3M CO
-$750.6K
0
-100%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$750.3K
111,570
-1%
减持
MO
ALTRIA GROUP INC
-$709.0K
196,933
-1%
增持
SPTM
SPDR SER TR
-$699.2K
818,147
+2%
增持
VZ
VERIZON COMMUNICATIONS INC
-$667.5K
361,424
+9%
减持
JNJ
JOHNSON & JOHNSON
-$654.2K
62,827
-0%
建仓
PMO
PUTNAM MUN OPPORTUNITIES TR
+$651.7K
70,836
增持
PG
PROCTER AND GAMBLE CO
-$651.6K
112,025
+0%
增持
ABBV
ABBVIE INC
+$648.4K
9,350
+69%
减持
VBR
VANGUARD INDEX FDS
-$586.6K
80,689
-1%
减持
GM
GENERAL MTRS CO
-$584.1K
41,249
-18%
建仓
PSEP
INNOVATOR ETFS TR
+$553.5K
17,082
增持
SO
SOUTHERN CO
-$549.9K
121,311
+1%
增持
HD
HOME DEPOT INC
+$518.1K
22,059
+11%
清仓
BRK/A
BERKSHIRE HATHAWAY INC DEL
-$517.8K
0
-100%
建仓
SPYG
SPDR SER TR
+$484.5K
8,173
建仓
QQQ
INVESCO QQQ TR
+$469.0K
1,309
减持
—
BLACKROCK INC
-$458.7K
3,575
-11%
增持
USMV
ISHARES TR
-$453.4K
489,879
+1%
减持
SHEL
SHELL PLC
+$438.0K
122,771
-1%
增持
HON
HONEYWELL INTL INC
-$434.7K
69,314
+9%
增持
GLD
SPDR GOLD TR
-$416.9K
90,080
+1%
减持
MCD
MCDONALDS CORP
-$401.0K
7,630
-6%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$383.8K
55,083
+0%
增持
CVS
CVS HEALTH CORP
+$367.6K
123,231
+3%
减持
LUV
SOUTHWEST AIRLS CO
-$350.0K
23,370
-14%
增持
SLV
ISHARES SILVER TR
+$338.3K
490,416
+6%
减持
LOW
LOWES COS INC
-$329.7K
3,485
-25%
清仓
RNST
RENASANT CORP
-$321.9K
0
-100%
增持
MA
MASTERCARD INCORPORATED
+$320.3K
25,326
+3%
减持
VOO
VANGUARD INDEX FDS
-$306.6K
11,388
-3%
减持
KMI
KINDER MORGAN INC DEL
-$298.7K
378,668
-1%
清仓
C
CITIGROUP INC
-$287.1K
0
-100%
清仓
GLW
CORNING INC
-$285.6K
0
-100%
建仓
IJH
ISHARES TR
+$285.0K
1,143
增持
WMT
WALMART INC
+$267.2K
70,843
+1%
建仓
DIV
GLOBAL X FDS
+$267.1K
16,495
建仓
ADP
AUTOMATIC DATA PROCESSING IN
+$266.6K
1,108
建仓
VUG
VANGUARD INDEX FDS
+$253.8K
932
清仓
BIIB
BIOGEN INC
-$241.0K
0
-100%
建仓
BA
BOEING CO
+$240.4K
1,254
减持
UNP
UNION PAC CORP
-$239.4K
4,206
-21%
建仓
SPYD
SPDR SER TR
+$235.9K
6,727
减持
INTC
INTEL CORP
-$234.2K
8,405
-47%
清仓
TH
TARGET HOSPITALITY CORP
-$232.9K
0
-100%
减持
IWV
ISHARES TR
-$230.5K
2,552
-24%
减持
KO
COCA COLA CO
-$229.8K
9,534
-25%
建仓
VTV
VANGUARD INDEX FDS
+$223.7K
1,622
增持
VO
VANGUARD INDEX FDS
+$216.4K
2,050
+114%
减持
JPM
JPMORGAN CHASE & CO
-$214.7K
73,846
-2%
建仓
CHDN
CHURCHILL DOWNS INC
+$208.9K
1,800
清仓
WEN
WENDYS CO
-$203.3K
0
-100%
增持
GD
GENERAL DYNAMICS CORP
+$202.2K
30,807
+0%
增持
SPY
SPDR S&P 500 ETF TR
+$185.8K
2,794
+23%
减持
ABT
ABBOTT LABS
-$181.9K
4,126
-23%
增持
GS
GOLDMAN SACHS GROUP INC
+$174.0K
17,059
+3%
增持
DUK
DUKE ENERGY CORP NEW
+$173.6K
103,293
+4%
增持
LLY
ELI LILLY & CO
+$172.4K
1,917
+5%
减持
SHV
ISHARES TR
-$171.0K
22,727
-6%
减持
CSCO
CISCO SYS INC
+$162.6K
187,895
-2%
建仓
XNQPX
NUVEEN PENNSYLVANIA QLT MUN
+$160.5K
15,781
减持
AEP
AMERICAN ELEC PWR CO INC
-$137.3K
5,286
-17%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$136.3K
2,413
+64%
增持
NEE
NEXTERA ENERGY INC
-$131.9K
10,468
+6%
减持
GOOGL
ALPHABET INC
-$113.2K
22,782
-12%
增持
ITOT
ISHARES TR
+$111.9K
5,147
+35%
增持
EOG
EOG RES INC
+$108.7K
3,111
+25%
增持
PNC
PNC FINL SVCS GROUP INC
+$107.4K
6,006
+20%
减持
NFLX
NETFLIX INC
-$106.3K
1,585
-1%
减持
PJUL
INNOVATOR ETFS TR
-$105.7K
11,144
-21%
增持
IVV
ISHARES TR
+$102.6K
1,799
+20%
减持
CAT
CATERPILLAR INC
-$97.9K
6,881
-14%
增持
TFC
TRUIST FINL CORP
+$95.4K
162,259
+8%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$91.8K
15,525
-4%
减持
RLI
RLI CORP
-$88.0K
3,538
-15%
减持
T
AT&T INC
-$84.0K
18,658
-18%
减持
GIS
GENERAL MLS INC
-$75.9K
3,543
-10%
减持
ORCL
ORACLE CORP
-$74.9K
2,472
-13%
减持
AMGN
AMGEN INC
+$71.1K
6,245
-14%
增持
CSX
CSX CORP
-$66.5K
19,855
+0%
减持
HDV
ISHARES TR
-$63.0K
3,022
-16%
减持
SBUX
STARBUCKS CORP
-$62.6K
2,549
-14%
减持
FPE
FIRST TR EXCH TRADED FD III
-$56.4K
14,780
-19%
减持
DRI
DARDEN RESTAURANTS INC
-$51.2K
1,409
-7%
减持
FNY
FIRST TR EXCHANGE-TRADED ALP
-$50.3K
10,423
-1%
增持
BAC
BANK AMERICA CORP
+$46.6K
210,674
+6%
减持
IWR
ISHARES TR
-$46.6K
4,362
-9%
减持
QCOM
QUALCOMM INC
-$45.9K
2,539
-8%
减持
UNH
UNITEDHEALTH GROUP INC
+$45.1K
2,575
-1%
减持
VTHR
VANGUARD SCOTTSDALE FDS
-$43.0K
2,001
-7%
减持
RSP
INVESCO EXCHANGE TRADED FD T
-$39.8K
1,895
-8%
增持
VTEB
VANGUARD MUN BD FDS
-$39.2K
20,327
+0%
减持
NKE
NIKE INC
-$39.0K
2,251
-2%
减持
META
META PLATFORMS INC
+$37.7K
4,497
-2%
减持
COST
COSTCO WHSL CORP NEW
-$31.6K
1,439
-8%
减持
GE
GENERAL ELECTRIC CO
-$31.6K
2,608
-10%
增持
YUM
YUM BRANDS INC
-$27.0K
1,981
+0%
减持
AMAT
APPLIED MATLS INC
-$26.2K
1,931
-5%
增持
TMO
THERMO FISHER SCIENTIFIC INC
-$26.2K
1,715
+0%
减持
IWM
ISHARES TR
-$24.3K
1,386
-4%
增持
PM
PHILIP MORRIS INTL INC
-$23.8K
5,787
+1%
增持
FYX
FIRST TR SML CP CORE ALPHA F
-$23.7K
15,053
+0%
减持
FNK
FIRST TR EXCHANGE-TRADED ALP
-$21.1K
13,539
-1%
减持
PJUN
INNOVATOR ETFS TR
-$20.1K
26,043
-1%
减持
V
VISA INC
-$19.7K
2,217
-1%
减持
VEA
VANGUARD TAX-MANAGED FDS
-$19.2K
7,175
-0%
增持
TSLA
TESLA INC
-$16.3K
4,108
+3%
增持
KMB
KIMBERLY-CLARK CORP
-$14.6K
2,382
+9%
增持
CRM
SALESFORCE INC
+$12.6K
3,740
+6%
增持
PSLV
SPROTT PHYSICAL SILVER TR
+$12.6K
12,350
+19%
增持
GAPR
FIRST TR EXCHNG TRADED FD VI
+$12.1K
61,522
+2%
增持
VTI
VANGUARD INDEX FDS
-$11.9K
2,611
+2%
增持
IAUX
I-80 GOLD CORP
+$11.8K
24,359
+116%
减持
AFL
AFLAC INC
-$11.7K
4,778
-12%
减持
ADBE
ADOBE INC
-$9.0K
411
-8%
增持
PAYX
PAYCHEX INC
+$6.7K
1,832
+0%
减持
NVDA
NVIDIA CORPORATION
-$6.4K
2,787
-3%
减持
OMEX
ODYSSEY MARINE EXPL INC
+$6.2K
48,289
-0%
减持
WELL
WELLTOWER INC
-$1.3K
4,616
-2%