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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
24Q3 调仓
2024-06-30 → 2024-09-30 · 共 142 项
建仓 11
增持 63
减持 64
清仓 4
方向
标的
Δ市值
现股数(环比)
增持
AAPL
APPLE INC
+$4.3M
179,334
+1%
增持
USMV
ISHARES TR
+$3.9M
520,388
+0%
减持
SLV
ISHARES SILVER TR
-$3.5M
224,418
-40%
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
SEPU
AIM ETF PRODUCTS TRUST
+$3.3M
128,813
减持
SPTM
SPDR SER TR
+$3.2M
998,052
-1%
增持
VBR
VANGUARD INDEX FDS
+$2.5M
106,160
+3%
增持
DUK
DUKE ENERGY CORP NEW
+$2.4M
138,502
+2%
增持
UNH
UNITEDHEALTH GROUP INC
+$2.3M
27,481
+2%
减持
GOOG
ALPHABET INC
-$2.2M
129,291
-0%
减持
WMT
WALMART INC
+$2.0M
166,583
-1%
增持
JNJ
JOHNSON & JOHNSON
+$2.0M
115,405
+1%
减持
IBM
INTERNATIONAL BUSINESS MACHS
+$1.9M
41,990
-1%
增持
VZ
VERIZON COMMUNICATIONS INC
+$1.9M
388,681
+3%
减持
GLD
SPDR GOLD TR
+$1.9M
69,607
-1%
减持
HD
HOME DEPOT INC
+$1.8M
30,838
-1%
减持
LMT
LOCKHEED MARTIN CORP
+$1.8M
15,159
-0%
增持
AVGO
BROADCOM INC
+$1.7M
178,167
+885%
减持
MSFT
MICROSOFT CORP
-$1.7M
80,840
-1%
增持
MA
MASTERCARD INCORPORATED
+$1.6M
30,090
+0%
减持
AMZN
AMAZON COM INC
-$1.5M
152,411
-1%
增持
MRK
MERCK & CO INC
-$1.4M
159,722
+1%
增持
SO
SOUTHERN CO
+$1.3M
96,799
+2%
建仓
PAUG
INNOVATOR ETFS TRUST
+$1.2M
32,659
减持
QUAL
ISHARES TR
+$1.1M
165,173
-1%
减持
PG
PROCTER AND GAMBLE CO
+$898.2K
119,509
-0%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$871.1K
14,323
+2%
增持
CSCO
CISCO SYS INC
+$848.8K
146,230
+0%
增持
PEP
PEPSICO INC
+$831.5K
102,151
+2%
减持
MO
ALTRIA GROUP INC
+$720.4K
135,548
-0%
增持
—
EXXON MOBIL CORP
+$694.6K
202,318
+1%
增持
KMI
KINDER MORGAN INC DEL
+$670.9K
299,526
+0%
减持
JPM
JPMORGAN CHASE & CO.
+$546.3K
118,873
-2%
减持
GOOGL
ALPHABET INC
-$516.5K
19,587
-5%
减持
RTX
RTX CORPORATION
+$486.1K
26,209
-2%
增持
CAT
CATERPILLAR INC
+$483.2K
5,732
+9%
减持
GS
GOLDMAN SACHS GROUP INC
+$454.0K
12,314
-1%
减持
XLK
SELECT SECTOR SPDR TR
-$428.6K
116,608
-1%
减持
—
BLACKROCK INC
+$428.1K
2,744
-1%
增持
HON
HONEYWELL INTL INC
-$362.0K
77,879
+1%
增持
NEE
NEXTERA ENERGY INC
+$316.3K
10,228
+32%
建仓
AGG
ISHARES TR
+$259.3K
2,561
建仓
OKE
ONEOK INC NEW
+$250.6K
2,750
清仓
KIM
KIMCO RLTY CORP
-$242.1K
0
-100%
减持
META
META PLATFORMS INC
+$238.3K
4,536
-3%
建仓
VYM
VANGUARD WHITEHALL FDS
+$237.2K
1,850
增持
T
AT&T INC
+$232.2K
24,095
+55%
减持
OMEX
ODYSSEY MARINE EXPL INC
-$227.7K
26,089
-49%
减持
MCD
MCDONALDS CORP
+$223.1K
6,469
-6%
清仓
ADBE
ADOBE INC
-$219.4K
0
-100%
减持
NVDA
NVIDIA CORPORATION
-$217.4K
36,871
-3%
清仓
HUM
HUMANA INC
-$210.7K
0
-100%
增持
ABBV
ABBVIE INC
+$210.2K
6,368
+4%
建仓
NOBL
PROSHARES TR
+$208.1K
1,949
建仓
MAXJ
ISHARES TR
+$206.3K
7,939
清仓
MPC
MARATHON PETE CORP
-$206.0K
0
-100%
建仓
SCHB
SCHWAB STRATEGIC TR
+$205.9K
3,095
减持
SHEL
SHELL PLC
-$204.9K
32,295
-0%
建仓
EPD
ENTERPRISE PRODS PARTNERS L
+$204.3K
7,019
建仓
TIP
ISHARES TR
+$202.1K
1,829
建仓
YUM
YUM BRANDS INC
+$200.4K
1,434
增持
CVX
CHEVRON CORP NEW
-$193.7K
117,957
+5%
减持
LOW
LOWES COS INC
+$170.5K
3,407
-0%
增持
FYX
FIRST TR SML CP CORE ALPHA F
+$127.3K
13,990
+0%
增持
KO
COCA COLA CO
+$124.1K
12,057
+3%
减持
TSLA
TESLA INC
+$121.3K
2,458
-7%
减持
SHV
ISHARES TR
-$120.0K
17,760
-6%
减持
WELL
WELLTOWER INC
+$115.6K
5,021
-1%
增持
UPS
UNITED PARCEL SERVICE INC
+$105.6K
35,129
+3%
减持
VOO
VANGUARD INDEX FDS
+$102.9K
10,936
-3%
减持
PSEP
INNOVATOR ETFS TRUST
-$101.3K
13,983
-18%
增持
AEP
AMERICAN ELEC PWR CO INC
+$96.0K
6,397
+0%
增持
EIX
EDISON INTL
+$86.3K
5,178
+2%
减持
PAPR
INNOVATOR ETFS TRUST
-$81.4K
30,286
-10%
减持
PJUN
INNOVATOR ETFS TRUST
+$80.5K
138,550
-2%
增持
ABT
ABBOTT LABS
+$74.3K
6,319
+2%
减持
AMAT
APPLIED MATLS INC
-$73.5K
2,056
-1%
增持
NFLX
NETFLIX INC
+$72.3K
1,415
+3%
减持
COST
COSTCO WHSL CORP NEW
+$66.9K
2,528
-1%
增持
PSLV
SPROTT PHYSICAL SILVER TR
+$61.3K
18,600
+39%
减持
SPY
SPDR S&P 500 ETF TR
+$60.7K
3,580
-2%
减持
ITOT
ISHARES TR
-$60.2K
5,030
-14%
增持
QCOM
QUALCOMM INC
-$59.4K
2,343
+2%
增持
ET
ENERGY TRANSFER L P
+$58.8K
36,940
+12%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$57.7K
2,719
+3%
减持
PJUL
INNOVATOR ETFS TRUST
+$57.5K
40,890
-1%
增持
IJR
ISHARES TR
+$56.7K
3,769
+5%
减持
GE
GE AEROSPACE
+$56.4K
2,023
-1%
减持
GAPR
FIRST TR EXCHNG TRADED FD VI
+$55.7K
60,767
-0%
增持
IVV
ISHARES TR
+$55.0K
1,457
+2%
减持
PNOV
INNOVATOR ETFS TRUST
-$52.4K
27,852
-6%
减持
ORCL
ORACLE CORP
+$52.0K
2,041
-3%
减持
PMAR
INNOVATOR ETFS TRUST
-$50.1K
23,690
-8%
增持
SCHK
SCHWAB STRATEGIC TR
+$48.4K
5,239
+14%
减持
SHY
ISHARES TR
-$47.3K
6,587
-10%
增持
GIS
GENERAL MLS INC
+$47.2K
4,313
+1%
增持
FNK
FIRST TR EXCHANGE-TRADED ALP
+$45.5K
13,179
+0%
减持
CRM
SALESFORCE INC
+$45.2K
2,852
-0%
增持
PFE
PFIZER INC
+$45.0K
23,791
+3%
增持
IWM
ISHARES TR
+$44.3K
1,501
+6%
增持
LGLV
SPDR SER TR
+$40.1K
2,350
+0%
减持
NKE
NIKE INC
+$39.8K
4,517
-5%
增持
VTV
VANGUARD INDEX FDS
+$39.2K
2,188
+2%
减持
GD
GENERAL DYNAMICS CORP
+$38.9K
9,762
-3%
减持
PDEC
INNOVATOR ETFS TRUST
-$36.7K
21,240
-6%
增持
MUB
ISHARES TR
+$36.0K
9,022
+2%
增持
TFC
TRUIST FINL CORP
+$33.5K
6,328
+4%
减持
VTI
VANGUARD INDEX FDS
+$32.1K
4,224
-3%
减持
PMAY
INNOVATOR ETFS TRUST
+$31.2K
108,283
-2%
增持
VO
VANGUARD INDEX FDS
+$30.5K
1,179
+2%
增持
QQQ
INVESCO QQQ TR
+$30.4K
1,768
+2%
增持
XLV
SELECT SECTOR SPDR TR
+$29.6K
2,835
+2%
增持
PAYX
PAYCHEX INC
+$29.6K
1,862
+0%
减持
MDLZ
MONDELEZ INTL INC
+$29.4K
3,972
-1%
减持
VUG
VANGUARD INDEX FDS
-$28.6K
639
-13%
增持
HDV
ISHARES TR
+$26.8K
2,918
+0%
减持
AMGN
AMGEN INC
+$26.7K
4,265
-1%
增持
VLO
VALERO ENERGY CORP
-$26.7K
3,285
+10%
增持
XLP
SELECT SECTOR SPDR TR
+$26.1K
2,864
+4%
增持
KMB
KIMBERLY-CLARK CORP
+$25.1K
2,335
+5%
减持
V
VISA INC
+$25.0K
2,129
-0%
增持
IWR
ISHARES TR
+$24.9K
3,496
+0%
增持
LLY
ELI LILLY & CO
-$22.4K
2,086
+1%
增持
FDLO
FIDELITY COVINGTON TRUST
+$22.1K
4,921
+0%
增持
LQD
ISHARES TR
+$19.9K
3,140
+0%
减持
FPE
FIRST TR EXCH TRADED FD III
-$18.5K
13,729
-11%
增持
DIS
DISNEY WALT CO
-$17.7K
7,225
+1%
减持
WM
WASTE MGMT INC DEL
-$17.6K
1,536
-3%
增持
MORT
VANECK ETF TRUST
+$16.9K
18,155
+0%
减持
RLI
RLI CORP
+$16.5K
2,386
-5%
增持
XLE
SELECT SECTOR SPDR TR
+$13.9K
3,549
+9%
减持
DVY
ISHARES TR
-$12.7K
1,678
-15%
减持
FPEI
FIRST TR EXCH TRADED FD III
+$11.9K
18,140
-0%
减持
POCT
INNOVATOR ETFS TRUST
+$11.1K
42,437
-1%
增持
BAC
BANK AMERICA CORP
+$5.7K
162,988
+0%
增持
MGK
VANGUARD WORLD FD
+$5.7K
683
+0%
减持
PFEB
INNOVATOR ETFS TRUST
-$4.7K
14,641
-3%
减持
CVS
CVS HEALTH CORP
+$4.3K
8,447
-5%
减持
IWB
ISHARES TR
+$3.8K
701
-4%
减持
—
EATON CORP PLC
+$2.7K
1,308
-5%
增持
SRLN
SSGA ACTIVE ETF TR
-$2.7K
81,032
+0%
增持
COP
CONOCOPHILLIPS
-$2.5K
2,156
+7%
减持
NEAR
ISHARES U S ETF TR
+$272
4,288
-2%
