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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
23Q4 调仓
2023-09-30 → 2023-12-31 · 共 145 项
建仓 14
增持 53
减持 72
清仓 6
方向
标的
Δ市值
现股数(环比)
增持
MSFT
MICROSOFT CORP
+$10.7M
83,725
+27%
增持
UNH
UNITEDHEALTH GROUP INC
+$10.4M
22,283
+765%
增持
JPM
JPMORGAN CHASE & CO
+$9.7M
120,178
+63%
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。
增持
SPTM
SPDR SER TR
+$8.7M
883,823
+8%
增持
AMZN
AMAZON COM INC
+$7.7M
160,780
+22%
减持
—
MEDTRONIC PLC
-$6.5M
4,171
-95%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$6.1M
8,199
-93%
增持
JNJ
JOHNSON & JOHNSON
+$5.6M
98,167
+56%
增持
HD
HOME DEPOT INC
+$5.5M
35,211
+60%
增持
MRK
MERCK & CO INC
+$5.5M
144,061
+46%
减持
PFE
PFIZER INC
-$5.4M
32,181
-83%
减持
CVS
CVS HEALTH CORP
-$4.8M
48,675
-61%
增持
VBR
VANGUARD INDEX FDS
+$4.6M
96,963
+20%
增持
USMV
ISHARES TR
+$4.5M
511,936
+5%
增持
QUAL
ISHARES TR
+$4.5M
162,167
+10%
减持
TFC
TRUIST FINL CORP
-$4.1M
14,391
-91%
增持
XLK
SELECT SECTOR SPDR TR
+$3.5M
111,628
+2%
清仓
FSV
FIRSTSERVICE CORP NEW
-$3.2M
0
-100%
减持
AVGO
BROADCOM INC
+$2.8M
18,368
-14%
减持
AAPL
APPLE INC
+$2.5M
182,171
-4%
增持
HON
HONEYWELL INTL INC
+$2.4M
72,444
+5%
增持
VZ
VERIZON COMMUNICATIONS INC
+$2.2M
369,936
+2%
增持
DUK
DUKE ENERGY CORP NEW
+$2.1M
115,646
+12%
增持
GOOG
ALPHABET INC
+$2.0M
100,433
+9%
增持
KIM
KIMCO RLTY CORP
+$2.0M
464,215
+3%
减持
CVX
CHEVRON CORP NEW
-$1.9M
62,213
-6%
减持
CSCO
CISCO SYS INC
-$1.9M
162,850
-13%
减持
WMT
WALMART INC
-$1.8M
60,433
-15%
增持
MA
MASTERCARD INCORPORATED
+$1.7M
27,526
+9%
减持
MO
ALTRIA GROUP INC
-$1.6M
165,121
-16%
增持
—
EXXON MOBIL CORP
-$1.5M
143,509
+7%
增持
PEP
PEPSICO INC
+$1.1M
95,454
+7%
建仓
PNOV
INNOVATOR ETFS TR
+$1.1M
32,200
减持
GM
GENERAL MTRS CO
-$1.0M
9,054
-78%
建仓
PJAN
INNOVATOR ETFS TR
+$1.0M
27,706
减持
SHEL
SHELL PLC
-$976.7K
105,277
-14%
减持
GLD
SPDR GOLD TR
-$976.3K
75,680
-16%
减持
SRLN
SSGA ACTIVE ETF TR
-$859.1K
91,773
-18%
建仓
PDEC
INNOVATOR ETFS TR
+$817.0K
23,275
建仓
TD
TORONTO DOMINION BK ONT
+$775.5K
12,000
增持
COST
COSTCO WHSL CORP NEW
+$689.5K
2,276
+58%
减持
ABBV
ABBVIE INC
-$505.5K
5,731
-39%
减持
PMO
PUTNAM MUN OPPORTUNITIES TR
-$497.3K
15,094
-79%
清仓
SPYG
SPDR SER TR
-$484.5K
0
-100%
建仓
SHY
ISHARES TR
+$469.3K
5,720
减持
LUV
SOUTHWEST AIRLS CO
-$416.4K
7,486
-68%
减持
VOO
VANGUARD INDEX FDS
+$387.4K
11,125
-2%
增持
META
META PLATFORMS INC
+$365.2K
4,846
+8%
增持
NKE
NIKE INC
+$364.0K
5,335
+137%
减持
AMGN
AMGEN INC
-$345.1K
4,629
-26%
增持
VTI
VANGUARD INDEX FDS
+$332.4K
3,738
+43%
建仓
THQ
ABRDN HEALTHCARE OPPORTUNITI
+$327.5K
18,085
减持
CAT
CATERPILLAR INC
-$314.2K
5,290
-23%
清仓
VEA
VANGUARD TAX-MANAGED FDS
-$313.7K
0
-100%
减持
BAC
BANK AMERICA CORP
+$304.5K
180,360
-14%
减持
IVV
ISHARES TR
-$302.6K
984
-45%
建仓
WM
WASTE MGMT INC DEL
+$274.0K
1,529
减持
SO
SOUTHERN CO
-$273.4K
108,069
-11%
增持
MCD
MCDONALDS CORP
+$269.3K
7,686
+1%
清仓
DIV
GLOBAL X FDS
-$267.1K
0
-100%
建仓
FPEI
FIRST TR EXCH TRADED FD III
+$252.9K
14,182
清仓
SPYD
SPDR SER TR
-$235.9K
0
-100%
建仓
EMR
EMERSON ELEC CO
+$234.1K
2,404
建仓
DBL
DOUBLELINE OPPORTUNISTIC CR
+$230.3K
15,000
减持
KMI
KINDER MORGAN INC DEL
-$222.0K
343,326
-9%
建仓
TIP
ISHARES TR
+$219.5K
2,042
增持
KO
COCA COLA CO
+$218.3K
12,760
+34%
建仓
XLE
SELECT SECTOR SPDR TR
+$217.1K
2,589
建仓
IWB
ISHARES TR
+$210.6K
803
减持
VO
VANGUARD INDEX FDS
-$204.3K
957
-53%
增持
UNP
UNION PAC CORP
+$202.4K
4,311
+2%
减持
PNC
PNC FINL SVCS GROUP INC
+$189.6K
5,986
-0%
增持
QQQ
INVESCO QQQ TR
+$169.8K
1,559
+19%
建仓
MORT
VANECK ETF TRUST
+$169.6K
14,350
清仓
XNQPX
NUVEEN PENNSYLVANIA QLT MUN
-$160.5K
0
-100%
增持
LLY
ELI LILLY & CO
+$160.1K
2,041
+6%
减持
GS
GOLDMAN SACHS GROUP INC
+$158.7K
14,720
-14%
减持
NFLX
NETFLIX INC
+$158.1K
1,554
-2%
增持
ABT
ABBOTT LABS
+$151.0K
5,002
+21%
减持
SLV
ISHARES SILVER TR
-$136.6K
451,721
-8%
减持
DIS
DISNEY WALT CO
-$132.4K
6,927
-26%
减持
NVDA
NVIDIA CORPORATION
+$122.3K
2,694
-3%
减持
GAPR
FIRST TR EXCHNG TRADED FD VI
+$119.2K
61,287
-0%
减持
LMT
LOCKHEED MARTIN CORP
-$104.1K
19,177
-11%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$101.0K
14,965
-4%
增持
V
VISA INC
+$97.1K
2,331
+5%
增持
WELL
WELLTOWER INC
+$90.9K
5,202
+13%
减持
SHV
ISHARES TR
-$90.6K
21,974
-3%
增持
PG
PROCTER AND GAMBLE CO
+$90.3K
112,120
+0%
增持
FNK
FIRST TR EXCHANGE-TRADED ALP
+$86.5K
13,542
+0%
增持
MUB
ISHARES TR
+$82.8K
10,610
+2%
减持
CRM
SALESFORCE INC
+$80.0K
3,186
-15%
减持
INTC
INTEL CORP
+$79.7K
7,533
-10%
减持
RTX
RTX CORPORATION
+$79.3K
28,413
-12%
减持
SPY
SPDR S&P 500 ETF TR
-$77.2K
2,350
-16%
减持
BA
BOEING CO
+$76.1K
1,214
-3%
减持
COP
CONOCOPHILLIPS
-$71.2K
1,906
-22%
减持
FYX
FIRST TR SML CP CORE ALPHA F
+$70.2K
14,027
-7%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$70.0K
2,610
+8%
减持
GD
GENERAL DYNAMICS CORP
+$69.0K
26,481
-14%
增持
GIS
GENERAL MLS INC
+$57.9K
4,369
+23%
减持
CSX
CSX CORP
+$56.6K
19,243
-3%
减持
VTEB
VANGUARD MUN BD FDS
+$56.0K
20,250
-0%
减持
FTCS
FIRST TR EXCHANGE-TRADED FD
+$56.0K
11,820
-2%
增持
ADP
AUTOMATIC DATA PROCESSING IN
+$55.6K
1,383
+25%
增持
LOW
LOWES COS INC
+$53.5K
3,494
+0%
增持
EIX
EDISON INTL
+$50.3K
5,199
+2%
增持
AFL
AFLAC INC
+$44.6K
4,985
+4%
增持
MDLZ
MONDELEZ INTL INC
+$43.2K
4,164
+12%
减持
ITOT
ISHARES TR
+$43.0K
5,015
-3%
减持
EOG
EOG RES INC
-$42.7K
2,907
-7%
减持
IWV
ISHARES TR
+$42.5K
2,440
-4%
增持
AEP
AMERICAN ELEC PWR CO INC
+$40.3K
5,391
+2%
增持
NEE
NEXTERA ENERGY INC
+$39.8K
10,527
+1%
增持
ADBE
ADOBE INC
+$39.2K
417
+1%
增持
PAYX
PAYCHEX INC
+$37.6K
2,089
+14%
减持
GOOGL
ALPHABET INC
+$35.2K
21,594
-5%
增持
IJH
ISHARES TR
+$34.0K
1,151
+1%
增持
HDV
ISHARES TR
+$33.8K
3,261
+8%
减持
UPS
UNITED PARCEL SERVICE INC
+$31.1K
39,914
-0%
减持
DRI
DARDEN RESTAURANTS INC
+$29.7K
1,408
-0%
减持
RLI
RLI CORP
-$29.5K
3,390
-4%
减持
YUM
YUM BRANDS INC
-$27.6K
1,682
-15%
减持
VUG
VANGUARD INDEX FDS
-$27.0K
729
-22%
减持
POCT
INNOVATOR ETFS TR
+$25.3K
42,879
-4%
增持
TSLA
TESLA INC
+$24.9K
4,237
+3%
减持
RSP
INVESCO EXCHANGE TRADED FD T
-$24.2K
1,548
-18%
减持
GE
GENERAL ELECTRIC CO
+$23.9K
2,446
-6%
减持
ORCL
ORACLE CORP
-$22.0K
2,274
-8%
减持
AMAT
APPLIED MATLS INC
+$21.8K
1,784
-8%
减持
VTHR
VANGUARD SCOTTSDALE FDS
+$21.3K
1,893
-5%
增持
VTV
VANGUARD INDEX FDS
+$20.6K
1,634
+1%
减持
—
BLACKROCK INC
-$17.8K
2,824
-21%
减持
IWR
ISHARES TR
+$17.5K
4,111
-6%
减持
SYK
STRYKER CORPORATION
+$16.2K
880
-3%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$15.0K
47,161
-14%
增持
FPE
FIRST TR EXCH TRADED FD III
+$14.9K
14,882
+1%
增持
SBUX
STARBUCKS CORP
+$14.8K
2,577
+1%
减持
T
AT&T INC
+$9.9K
17,291
-7%
减持
FNY
FIRST TR EXCHANGE-TRADED ALP
+$8.3K
9,409
-10%
减持
PM
PHILIP MORRIS INTL INC
+$6.9K
5,767
-0%
增持
PSLV
SPROTT PHYSICAL SILVER TR
+$6.6K
12,400
+0%
减持
PJUN
INNOVATOR ETFS TR
+$4.1K
24,552
-6%
减持
QCOM
QUALCOMM INC
+$2.9K
1,969
-22%
减持
KMB
KIMBERLY-CLARK CORP
-$615
2,363
-1%
