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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
24Q1 调仓
2023-12-31 → 2024-03-31 · 共 147 项
建仓 16
增持 50
减持 79
清仓 2
方向
标的
Δ市值
现股数(环比)
增持
SPTM
SPDR SER TR
+$12.0M
993,069
+12%
增持
—
EXXON MOBIL CORP
+$8.1M
193,272
+35%
增持
GOOG
ALPHABET INC
+$5.9M
131,903
+31%
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
MRK
MERCK & CO INC
+$4.9M
155,851
+8%
减持
SHEL
SHELL PLC
-$4.5M
35,757
-66%
减持
AMZN
AMAZON COM INC
+$4.4M
159,741
-1%
增持
JPM
JPMORGAN CHASE & CO
+$4.1M
122,436
+2%
减持
GD
GENERAL DYNAMICS CORP
-$3.9M
10,454
-61%
增持
AAPL
APPLE INC
-$3.7M
182,753
+0%
减持
AVGO
BROADCOM INC
+$3.6M
18,200
-1%
增持
USMV
ISHARES TR
+$3.5M
520,398
+2%
增持
QUAL
ISHARES TR
+$3.5M
166,319
+3%
减持
MSFT
MICROSOFT CORP
+$3.2M
82,519
-1%
增持
XLK
SELECT SECTOR SPDR TR
+$3.2M
118,606
+6%
增持
VBR
VANGUARD INDEX FDS
+$3.0M
106,430
+10%
增持
PG
PROCTER AND GAMBLE CO
+$2.9M
118,859
+6%
增持
MA
MASTERCARD INCORPORATED
+$2.6M
29,736
+8%
减持
CVS
CVS HEALTH CORP
-$1.8M
25,098
-48%
减持
LMT
LOCKHEED MARTIN CORP
-$1.7M
15,427
-20%
增持
JNJ
JOHNSON & JOHNSON
+$1.6M
107,477
+9%
减持
VZ
VERIZON COMMUNICATIONS INC
+$1.6M
369,586
-0%
增持
DUK
DUKE ENERGY CORP NEW
+$1.5M
131,331
+14%
增持
UNH
UNITEDHEALTH GROUP INC
+$1.2M
26,118
+17%
建仓
PAPR
INNOVATOR ETFS TRUST
+$1.1M
33,752
减持
UPS
UNITED PARCEL SERVICE INC
-$1.1M
34,600
-13%
增持
PEP
PEPSICO INC
+$1.1M
98,948
+4%
减持
NVDA
NVIDIA CORPORATION
+$1.1M
2,671
-1%
建仓
PMAR
INNOVATOR ETFS TRUST
+$951.2K
25,842
减持
CSCO
CISCO SYS INC
-$896.7K
146,874
-10%
增持
SPY
SPDR S&P 500 ETF TR
+$821.3K
3,705
+58%
减持
SLV
ISHARES SILVER TR
-$773.2K
398,472
-12%
增持
WMT
WALMART INC
+$724.5K
170,380
+182%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$660.9K
14,264
-5%
减持
SO
SOUTHERN CO
-$638.0K
96,735
-10%
减持
META
META PLATFORMS INC
+$613.5K
4,795
-1%
增持
VOO
VANGUARD INDEX FDS
+$611.9K
11,382
+2%
减持
IBM
INTERNATIONAL BUSINESS MACHS
+$550.6K
43,275
-8%
减持
MO
ALTRIA GROUP INC
-$545.4K
140,201
-15%
建仓
PFEB
INNOVATOR ETFS TRUST
+$528.7K
15,476
减持
KMI
KINDER MORGAN INC DEL
-$469.3K
304,631
-11%
增持
HON
HONEYWELL INTL INC
+$427.8K
76,102
+5%
减持
TSLA
TESLA INC
-$424.9K
3,572
-16%
建仓
XLV
SELECT SECTOR SPDR TR
+$418.4K
2,832
建仓
IJR
ISHARES TR
+$390.8K
3,536
减持
LLY
ELI LILLY & CO
+$383.3K
2,022
-1%
减持
CAT
CATERPILLAR INC
+$370.3K
5,279
-0%
建仓
GBTC
GRAYSCALE BITCOIN TR BTC
+$358.9K
5,682
建仓
LQD
ISHARES TR
+$339.3K
3,115
减持
GS
GOLDMAN SACHS GROUP INC
-$330.9K
12,802
-13%
减持
SHV
ISHARES TR
-$318.0K
19,015
-13%
建仓
CEG
CONSTELLATION ENERGY CORP
+$301.1K
1,629
增持
IVV
ISHARES TR
+$287.6K
1,441
+46%
减持
PNC
PNC FINL SVCS GROUP INC
-$276.3K
4,026
-33%
建仓
EOS
EATON VANCE ENHANCED EQUITY
+$272.3K
13,500
增持
COST
COSTCO WHSL CORP NEW
+$272.3K
2,422
+6%
建仓
FDLO
FIDELITY COVINGTON TRUST
+$270.2K
4,810
减持
RTX
RTX CORPORATION
+$252.9K
27,105
-5%
增持
GOOGL
ALPHABET INC
+$244.4K
21,605
+0%
建仓
DVY
ISHARES TR
+$243.6K
1,977
减持
BAC
BANK AMERICA CORP
+$243.5K
166,568
-8%
建仓
LGLV
SPDR SER TR
+$239.2K
1,536
增持
DIS
DISNEY WALT CO
+$231.4K
7,003
+1%
减持
HD
HOME DEPOT INC
+$223.8K
32,394
-8%
减持
IWV
ISHARES TR
-$222.3K
1,485
-39%
增持
KIM
KIMCO RLTY CORP
+$220.7K
515,714
+11%
清仓
YUM
YUM BRANDS INC
-$219.9K
0
-100%
建仓
NEAR
ISHARES U S ETF TR
+$218.9K
4,338
建仓
DFAU
DIMENSIONAL ETF TRUST
+$217.8K
5,960
清仓
LUV
SOUTHWEST AIRLS CO
-$216.2K
0
-100%
建仓
EPD
ENTERPRISE PRODS PARTNERS L
+$212.7K
7,289
建仓
FIS
FIDELITY NATL INFORMATION SV
+$200.9K
2,708
减持
AFL
AFLAC INC
-$184.9K
2,636
-47%
减持
NFLX
NETFLIX INC
+$184.8K
1,550
-0%
增持
QQQ
INVESCO QQQ TR
+$178.6K
1,841
+18%
减持
PFE
PFIZER INC
-$171.1K
27,219
-15%
减持
MCD
MCDONALDS CORP
-$167.3K
7,490
-3%
增持
FTCS
FIRST TR EXCHANGE-TRADED FD
+$164.8K
12,970
+10%
增持
VTI
VANGUARD INDEX FDS
+$158.1K
4,021
+8%
增持
VLO
VALERO ENERGY CORP
+$156.6K
3,050
+9%
增持
SHY
ISHARES TR
+$146.5K
7,530
+32%
减持
SRLN
SSGA ACTIVE ETF TR
-$146.4K
87,903
-4%
减持
NKE
NIKE INC
-$133.0K
4,749
-11%
减持
NEE
NEXTERA ENERGY INC
-$123.5K
8,073
-23%
减持
ABBV
ABBVIE INC
+$120.5K
5,539
-3%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$118.9K
5,564
-32%
增持
ABT
ABBOTT LABS
+$116.2K
5,867
+17%
减持
LOW
LOWES COS INC
+$111.4K
3,490
-0%
增持
AEP
AMERICAN ELEC PWR CO INC
+$110.9K
6,373
+18%
增持
VO
VANGUARD INDEX FDS
+$110.6K
1,333
+39%
减持
—
MEDTRONIC PLC
-$108.3K
2,700
-35%
减持
GE
GENERAL ELECTRIC CO
+$108.0K
2,394
-2%
减持
GLD
SPDR GOLD TR
-$106.0K
69,812
-8%
减持
PM
PHILIP MORRIS INTL INC
-$105.8K
4,767
-17%
增持
QCOM
QUALCOMM INC
+$104.9K
2,302
+17%
增持
HDV
ISHARES TR
+$103.5K
3,957
+21%
减持
ADP
AUTOMATIC DATA PROCESSING IN
-$95.7K
907
-34%
减持
BA
BOEING CO
-$94.5K
1,150
-5%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$94.0K
1,728
+1%
增持
XLE
SELECT SECTOR SPDR TR
+$91.6K
3,269
+26%
减持
AMGN
AMGEN INC
-$91.5K
4,367
-6%
减持
CRM
SALESFORCE INC
+$88.4K
3,077
-3%
增持
FPEI
FIRST TR EXCH TRADED FD III
+$83.9K
18,482
+30%
减持
CVX
CHEVRON CORP NEW
+$83.2K
59,357
-5%
减持
INTC
INTEL CORP
-$79.5K
6,771
-10%
增持
MORT
VANECK ETF TRUST
+$70.9K
20,575
+43%
减持
AMAT
APPLIED MATLS INC
+$67.9K
1,731
-3%
增持
DBL
DOUBLELINE OPPORTUNISTIC CR
+$67.4K
19,300
+29%
减持
TFC
TRUIST FINL CORP
-$63.0K
12,015
-17%
增持
THQ
ABRDN HEALTHCARE OPPORTUNITI
+$56.1K
19,085
+6%
增持
WM
WASTE MGMT INC DEL
+$52.2K
1,530
+0%
减持
GAPR
FIRST TR EXCHNG TRADED FD VI
+$49.9K
61,042
-0%
增持
FNK
FIRST TR EXCHANGE-TRADED ALP
+$42.9K
13,547
+0%
增持
OMEX
ODYSSEY MARINE EXPL INC
-$40.4K
48,339
+0%
减持
ADBE
ADOBE INC
-$38.9K
416
-0%
减持
RLI
RLI CORP
-$37.4K
2,787
-18%
增持
IJH
ISHARES TR
+$36.0K
5,845
+408%
减持
ITOT
ISHARES TR
+$31.1K
4,847
-3%
减持
V
VISA INC
+$29.2K
2,280
-2%
增持
HSY
HERSHEY CO
+$28.1K
2,733
+1%
减持
GM
GENERAL MTRS CO
+$27.4K
7,776
-14%
增持
IWR
ISHARES TR
+$26.3K
4,112
+0%
减持
KO
COCA COLA CO
+$25.8K
12,712
-0%
减持
VIG
VANGUARD SPECIALIZED FUNDS
+$24.8K
2,572
-1%
减持
ORCL
ORACLE CORP
+$23.0K
2,092
-8%
减持
PNOV
INNOVATOR ETFS TRUST
+$21.5K
31,798
-1%
减持
IWB
ISHARES TR
+$20.1K
801
-0%
增持
IWM
ISHARES TR
+$19.6K
1,416
+2%
减持
FYX
FIRST TR SML CP CORE ALPHA F
+$19.4K
13,982
-0%
减持
RSP
INVESCO EXCHANGE TRADED FD T
+$17.4K
1,545
-0%
减持
TIP
ISHARES TR
-$16.5K
1,890
-7%
减持
EOG
EOG RES INC
+$16.2K
2,877
-1%
增持
FPE
FIRST TR EXCH TRADED FD III
+$15.5K
15,382
+3%
减持
SBUX
STARBUCKS CORP
-$14.4K
2,549
-1%
减持
PJUN
INNOVATOR ETFS TRUST
+$14.1K
24,149
-2%
减持
GIS
GENERAL MLS INC
+$13.9K
4,265
-2%
减持
PAYX
PAYCHEX INC
-$13.8K
1,913
-8%
减持
MDLZ
MONDELEZ INTL INC
-$12.9K
4,124
-1%
减持
VTV
VANGUARD INDEX FDS
-$12.5K
1,423
-13%
减持
PJUL
INNOVATOR ETFS TRUST
+$11.9K
10,931
-2%
减持
VUG
VANGUARD INDEX FDS
+$10.6K
689
-5%
减持
T
AT&T INC
-$8.6K
15,994
-8%
增持
IAUX
I-80 GOLD CORP
+$7.9K
37,859
+55%
减持
DRI
DARDEN RESTAURANTS INC
-$3.5K
1,363
-3%
减持
WELL
WELLTOWER INC
+$3.5K
5,057
-3%
减持
SYK
STRYKER CORPORATION
+$2.4K
743
-16%
减持
—
BLACKROCK INC
+$1.9K
2,752
-3%
减持
KMB
KIMBERLY-CLARK CORP
+$162
2,221
-6%
