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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
24Q2 调仓
2024-03-31 → 2024-06-30 · 共 145 项
建仓 6
增持 53
减持 77
清仓 9
方向
标的
Δ市值
现股数(环比)
减持
KIM
KIMCO RLTY CORP
-$9.9M
12,439
-98%
增持
CVX
CHEVRON CORP NEW
+$8.2M
112,295
+89%
减持
AAPL
APPLE INC
+$6.1M
177,842
-3%
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
AVGO
BROADCOM INC
+$4.9M
18,084
-1%
增持
PJUN
INNOVATOR ETFS TRUST
+$4.2M
141,176
+485%
减持
GOOG
ALPHABET INC
+$3.7M
129,679
-2%
增持
PMAY
INNOVATOR ETFS TRUST
+$3.6M
110,967
+1490%
增持
SPTM
SPDR SER TR
+$3.0M
1,005,772
+1%
增持
NVDA
NVIDIA CORPORATION
+$2.3M
38,004
+1323%
减持
XLK
SELECT SECTOR SPDR TR
+$2.1M
118,260
-0%
减持
MSFT
MICROSOFT CORP
+$1.7M
81,592
-1%
减持
HD
HOME DEPOT INC
-$1.7M
31,175
-4%
减持
VBR
VANGUARD INDEX FDS
-$1.6M
102,922
-3%
减持
CVS
CVS HEALTH CORP
-$1.5M
8,920
-64%
增持
QUAL
ISHARES TR
+$1.2M
167,005
+0%
增持
PJUL
INNOVATOR ETFS TRUST
+$1.2M
41,126
+276%
减持
WMT
WALMART INC
+$1.2M
168,447
-1%
增持
MA
MASTERCARD INCORPORATED
-$1.1M
30,070
+1%
减持
AMZN
AMAZON COM INC
+$1.0M
154,479
-3%
增持
MRK
MERCK & CO INC
-$978.0K
158,212
+2%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$920.2K
42,461
-2%
增持
DUK
DUKE ENERGY CORP NEW
+$877.7K
135,476
+3%
增持
HON
HONEYWELL INTL INC
+$840.2K
77,083
+1%
增持
UNH
UNITEDHEALTH GROUP INC
+$811.8K
26,966
+3%
减持
SLV
ISHARES SILVER TR
+$792.3K
371,003
-7%
增持
PEP
PEPSICO INC
-$777.6K
100,281
+1%
增持
GLD
SPDR GOLD TR
+$681.9K
69,968
+0%
增持
—
EXXON MOBIL CORP
+$555.1K
199,975
+3%
增持
PG
PROCTER AND GAMBLE CO
+$515.8K
120,063
+1%
减持
GOOGL
ALPHABET INC
+$504.2K
20,670
-4%
减持
UPS
UNITED PARCEL SERVICE INC
-$458.8K
34,226
-1%
减持
SO
SOUTHERN CO
+$452.1K
95,294
-1%
建仓
—
EATON CORP PLC
+$430.8K
1,374
增持
COST
COSTCO WHSL CORP NEW
+$398.7K
2,557
+6%
减持
CSCO
CISCO SYS INC
-$397.0K
145,938
-1%
减持
MCD
MCDONALDS CORP
-$365.1K
6,855
-8%
减持
KMI
KINDER MORGAN INC DEL
+$358.7K
299,226
-2%
清仓
GM
GENERAL MTRS CO
-$352.7K
0
-100%
减持
SRLN
SSGA ACTIVE ETF TR
-$315.0K
81,018
-8%
增持
JNJ
JOHNSON & JOHNSON
-$314.8K
114,169
+6%
清仓
BMY
BRISTOL-MYERS SQUIBB CO
-$301.8K
0
-100%
清仓
INTC
INTEL CORP
-$299.1K
0
-100%
增持
LLY
ELI LILLY & CO
+$297.1K
2,066
+2%
减持
GS
GOLDMAN SACHS GROUP INC
+$295.3K
12,476
-3%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$277.1K
14,064
-1%
建仓
SCHK
SCHWAB STRATEGIC TR
+$241.2K
4,610
清仓
—
MEDTRONIC PLC
-$235.3K
0
-100%
清仓
SBUX
STARBUCKS CORP
-$233.0K
0
-100%
减持
TFC
TRUIST FINL CORP
-$231.2K
6,105
-49%
清仓
BA
BOEING CO
-$221.9K
0
-100%
建仓
MGK
VANGUARD WORLD FD
+$214.3K
682
清仓
EPD
ENTERPRISE PRODS PARTNERS L
-$212.7K
0
-100%
建仓
XLP
SELECT SECTOR SPDR TR
+$211.6K
2,763
建仓
HUM
HUMANA INC
+$210.7K
564
建仓
MPC
MARATHON PETE CORP
+$206.0K
1,187
清仓
TIP
ISHARES TR
-$203.0K
0
-100%
减持
MUB
ISHARES TR
-$197.6K
8,860
-16%
减持
VOO
VANGUARD INDEX FDS
+$196.1K
11,332
-0%
减持
CRM
SALESFORCE INC
-$191.3K
2,861
-7%
减持
PM
PHILIP MORRIS INTL INC
-$182.4K
2,511
-47%
增持
CAT
CATERPILLAR INC
-$175.7K
5,280
+0%
清仓
PMO
PUTNAM MUN OPPORTUNITIES TR
-$153.4K
0
-100%
减持
BAC
BANK AMERICA CORP
+$145.4K
162,476
-2%
增持
DIS
DISNEY WALT CO
-$144.2K
7,178
+2%
减持
LOW
LOWES COS INC
-$137.1K
3,412
-2%
增持
ITOT
ISHARES TR
+$133.2K
5,826
+20%
增持
AMAT
APPLIED MATLS INC
+$131.8K
2,071
+20%
减持
USMV
ISHARES TR
+$131.6K
519,610
-0%
减持
IWV
ISHARES TR
-$131.1K
1,019
-31%
减持
HDV
ISHARES TR
-$119.7K
2,911
-26%
增持
VTI
VANGUARD INDEX FDS
+$118.8K
4,351
+8%
增持
LGLV
SPDR SER TR
+$118.3K
2,344
+53%
增持
—
BLACKROCK INC
-$117.6K
2,766
+1%
减持
PFE
PFIZER INC
-$111.9K
22,997
-16%
增持
VTV
VANGUARD INDEX FDS
+$110.9K
2,137
+50%
减持
TSLA
TESLA INC
-$106.1K
2,637
-26%
减持
AMGN
AMGEN INC
+$105.8K
4,313
-1%
减持
GE
GE AEROSPACE
-$95.1K
2,045
-15%
减持
UNP
UNION PAC CORP
-$92.8K
4,276
-1%
减持
LMT
LOCKHEED MARTIN CORP
+$92.6K
15,222
-1%
增持
NKE
NIKE INC
-$86.9K
4,770
+0%
减持
MO
ALTRIA GROUP INC
+$82.3K
136,069
-3%
减持
V
VISA INC
-$75.9K
2,135
-6%
增持
CSX
CSX CORP
-$69.7K
19,244
+0%
减持
QCOM
QUALCOMM INC
+$68.1K
2,299
-0%
增持
OMEX
ODYSSEY MARINE EXPL INC
+$65.1K
51,089
+6%
减持
IWR
ISHARES TR
-$62.5K
3,494
-15%
减持
SHEL
SHELL PLC
-$62.3K
32,347
-10%
减持
FNK
FIRST TR EXCHANGE-TRADED ALP
-$61.0K
13,176
-3%
减持
RLI
RLI CORP
-$60.7K
2,511
-10%
减持
SPY
SPDR S&P 500 ETF TR
+$55.2K
3,663
-1%
减持
VO
VANGUARD INDEX FDS
-$52.7K
1,159
-13%
减持
VLO
VALERO ENERGY CORP
-$50.3K
3,000
-2%
减持
PNOV
INNOVATOR ETFS TRUST
-$49.7K
29,771
-6%
减持
RTX
RTX CORPORATION
+$45.8K
26,790
-1%
减持
GD
GENERAL DYNAMICS CORP
-$42.1K
10,034
-4%
增持
VZ
VERIZON COMMUNICATIONS INC
+$40.1K
377,011
+2%
增持
EMR
EMERSON ELEC CO
+$39.5K
2,835
+18%
增持
ABBV
ABBVIE INC
+$38.7K
6,107
+10%
增持
FYX
FIRST TR SML CP CORE ALPHA F
-$38.6K
13,986
+0%
减持
MORT
VANECK ETF TRUST
-$38.3K
18,075
-12%
增持
VUG
VANGUARD INDEX FDS
+$36.6K
733
+6%
减持
KO
COCA COLA CO
-$35.5K
11,662
-8%
减持
HSY
HERSHEY CO
-$35.1K
2,701
-1%
增持
ORCL
ORACLE CORP
+$32.9K
2,094
+0%
减持
NEE
NEXTERA ENERGY INC
+$32.3K
7,743
-4%
增持
PSLV
SPROTT PHYSICAL SILVER TR
+$30.3K
13,400
+8%
减持
META
META PLATFORMS INC
+$29.3K
4,677
-2%
减持
IVV
ISHARES TR
+$27.9K
1,435
-0%
增持
GIS
GENERAL MLS INC
-$27.2K
4,288
+1%
减持
MDLZ
MONDELEZ INTL INC
-$25.5K
4,021
-2%
减持
PJAN
INNOVATOR ETFS TRUST
+$25.4K
27,566
-1%
增持
ET
ENERGY TRANSFER L P
+$24.0K
32,930
+2%
增持
DRI
DARDEN RESTAURANTS INC
-$21.6K
1,364
+0%
减持
SHY
ISHARES TR
-$20.8K
7,287
-3%
增持
ABT
ABBOTT LABS
-$20.8K
6,218
+6%
增持
KMB
KIMBERLY-CLARK CORP
+$19.7K
2,222
+0%
减持
SHV
ISHARES TR
-$17.2K
18,867
-1%
减持
T
AT&T INC
+$16.4K
15,588
-3%
减持
QQQ
INVESCO QQQ TR
+$14.9K
1,737
-6%
减持
PAYX
PAYCHEX INC
-$14.7K
1,858
-3%
减持
IWB
ISHARES TR
-$14.1K
728
-9%
增持
COP
CONOCOPHILLIPS
-$13.2K
2,006
+5%
减持
NMFC
NEW MTN FIN CORP
-$12.2K
10,790
-5%
增持
AEP
AMERICAN ELEC PWR CO INC
+$11.6K
6,387
+0%
减持
XLV
SELECT SECTOR SPDR TR
-$11.4K
2,792
-1%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$11.0K
2,633
+2%
减持
XLE
SELECT SECTOR SPDR TR
-$10.9K
3,266
-0%
增持
WM
WASTE MGMT INC DEL
+$10.2K
1,577
+3%
减持
NFLX
NETFLIX INC
-$10.0K
1,380
-11%
减持
VTHR
VANGUARD SCOTTSDALE FDS
+$9.7K
1,882
-1%
增持
FDLO
FIDELITY COVINGTON TRUST
+$9.6K
4,906
+2%
减持
ADBE
ADOBE INC
+$9.5K
395
-5%
增持
IAUX
I-80 GOLD CORP
-$8.2K
39,359
+4%
增持
IJR
ISHARES TR
-$6.7K
3,601
+2%
增持
TD
TORONTO DOMINION BK ONT
+$4.8K
13,270
+11%
减持
JPM
JPMORGAN CHASE & CO.
-$4.6K
121,227
-1%
增持
LQD
ISHARES TR
-$4.5K
3,125
+0%
增持
DVY
ISHARES TR
-$4.4K
1,978
+0%
减持
PFEB
INNOVATOR ETFS TRUST
+$3.7K
15,155
-2%
减持
EIX
EDISON INTL
-$3.1K
5,078
-2%
减持
FPEI
FIRST TR EXCH TRADED FD III
-$2.7K
18,182
-2%
减持
PDEC
INNOVATOR ETFS TRUST
-$1.4K
22,672
-3%
减持
THQ
ABRDN HEALTHCARE OPPORTUNITI
-$771
18,785
-2%
增持
NEAR
ISHARES U S ETF TR
+$559
4,360
+1%
