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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
24Q4 调仓
2024-09-30 → 2024-12-31 · 共 150 项
建仓 11
增持 54
减持 64
清仓 21
方向
标的
Δ市值
现股数(环比)
清仓
AAPL
APPLE INC
-$41.8M
0
-100%
清仓
AMZN
AMAZON COM INC
-$28.4M
0
-100%
减持
AVGO
BROADCOM INC
+$9.1M
171,650
-4%
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。
清仓
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$6.6M
0
-100%
清仓
BAC
BANK AMERICA CORP
-$6.5M
0
-100%
减持
USMV
ISHARES TR
-$5.1M
477,677
-8%
建仓
TCAF
T ROWE PRICE ETF INC
+$4.0M
120,379
清仓
RTX
RTX CORPORATION
-$3.2M
0
-100%
减持
GOOG
ALPHABET INC
+$3.0M
129,211
-0%
减持
JPM
JPMORGAN CHASE & CO.
+$2.8M
116,333
-2%
减持
MRK
MERCK & CO INC
-$2.7M
155,240
-3%
清仓
—
BLACKROCK INC
-$2.6M
0
-100%
增持
UNH
UNITEDHEALTH GROUP INC
-$2.1M
27,646
+1%
减持
VZ
VERIZON COMMUNICATIONS INC
-$2.0M
386,667
-1%
减持
PEP
PEPSICO INC
-$2.0M
101,327
-1%
增持
SPTM
SPDR SER TR
+$1.8M
1,004,197
+1%
增持
JNJ
JOHNSON & JOHNSON
-$1.8M
116,912
+1%
增持
—
EXXON MOBIL CORP
-$1.8M
204,176
+1%
增持
HON
HONEYWELL INTL INC
+$1.7M
78,659
+1%
减持
LMT
LOCKHEED MARTIN CORP
-$1.6M
15,022
-1%
减持
WMT
WALMART INC
+$1.5M
165,034
-1%
减持
KMI
KINDER MORGAN INC DEL
+$1.4M
293,651
-2%
清仓
AMGN
AMGEN INC
-$1.4M
0
-100%
清仓
FTCS
FIRST TR EXCHANGE-TRADED FD
-$1.2M
0
-100%
建仓
—
ISHARES SILVER TR
+$1.0M
38,700
增持
DUK
DUKE ENERGY CORP NEW
-$1.0M
138,908
+0%
减持
MA
MASTERCARD INCORPORATED
+$971.2K
30,062
-0%
增持
CSCO
CISCO SYS INC
+$883.7K
146,387
+0%
清仓
QQQ
INVESCO QQQ TR
-$862.8K
0
-100%
增持
KO
COCA COLA CO
+$792.3K
26,641
+121%
减持
SO
SOUTHERN CO
-$781.7K
96,545
-0%
减持
GS
GOLDMAN SACHS GROUP INC
+$768.2K
11,989
-3%
清仓
ABT
ABBOTT LABS
-$720.4K
0
-100%
清仓
AEP
AMERICAN ELEC PWR CO INC
-$656.4K
0
-100%
减持
XLK
SELECT SECTOR SPDR TR
+$639.8K
115,970
-1%
增持
NVDA
NVIDIA CORPORATION
+$593.9K
37,765
+2%
增持
TSLA
TESLA INC
+$468.7K
2,753
+12%
建仓
DECU
AIM ETF PRODUCTS TRUST
+$429.1K
17,471
增持
PG
PROCTER AND GAMBLE CO
-$422.4K
120,946
+1%
减持
GOOGL
ALPHABET INC
+$419.3K
19,376
-1%
清仓
AMAT
APPLIED MATLS INC
-$415.3K
0
-100%
减持
QUAL
ISHARES TR
-$406.2K
164,024
-1%
减持
GD
GENERAL DYNAMICS CORP
-$400.5K
9,677
-1%
增持
SLV
ISHARES SILVER TR
-$365.3K
228,274
+2%
清仓
AWK
AMERICAN WTR WKS CO INC NEW
-$332.3K
0
-100%
建仓
SDVY
FIRST TR EXCHANGE-TRADED FD
+$305.4K
8,518
清仓
AFL
AFLAC INC
-$294.7K
0
-100%
增持
UPS
UNITED PARCEL SERVICE INC
-$283.4K
35,734
+2%
增持
COST
COSTCO WHSL CORP NEW
+$282.3K
2,754
+9%
增持
NFLX
NETFLIX INC
+$278.1K
1,438
+2%
增持
MCD
MCDONALDS CORP
+$273.9K
7,740
+20%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$268.8K
1,538
-11%
清仓
ADP
AUTOMATIC DATA PROCESSING IN
-$251.0K
0
-100%
清仓
FPE
FIRST TR EXCH TRADED FD III
-$248.5K
0
-100%
增持
HD
HOME DEPOT INC
-$246.7K
31,489
+2%
建仓
TMUS
T-MOBILE US INC
+$245.9K
1,114
建仓
ROK
ROCKWELL AUTOMATION INC
+$237.2K
830
建仓
—
META PLATFORMS INC
+$234.2K
400
增持
CVX
CHEVRON CORP NEW
-$232.4K
118,332
+0%
清仓
DRI
DARDEN RESTAURANTS INC
-$223.8K
0
-100%
增持
LLY
ELI LILLY & CO
-$216.8K
2,113
+1%
减持
SHEL
SHELL PLC
-$214.1K
30,579
-5%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$208.1K
41,282
-2%
清仓
NOBL
PROSHARES TR
-$208.1K
0
-100%
建仓
GM
GENERAL MTRS CO
+$204.7K
3,843
增持
SUB
ISHARES TR
+$203.4K
12,700
+19%
建仓
SCHW
SCHWAB CHARLES CORP
+$202.7K
2,739
清仓
TIP
ISHARES TR
-$202.1K
0
-100%
清仓
YUM
YUM BRANDS INC
-$200.4K
0
-100%
建仓
F
FORD MTR CO
+$198.1K
20,007
增持
MUB
ISHARES TR
+$194.3K
11,022
+22%
增持
DIS
DISNEY WALT CO
+$193.0K
7,975
+10%
增持
VTEB
VANGUARD MUN BD FDS
+$180.5K
24,250
+20%
增持
CRM
SALESFORCE INC
+$178.1K
2,868
+1%
增持
CAT
CATERPILLAR INC
-$159.7K
5,740
+0%
减持
CVS
CVS HEALTH CORP
-$154.2K
8,397
-1%
减持
XLV
SELECT SECTOR SPDR TR
-$140.8K
2,151
-24%
减持
MO
ALTRIA GROUP INC
+$139.9K
134,984
-0%
清仓
NMFC
NEW MTN FIN CORP
-$129.3K
0
-100%
增持
NEE
NEXTERA ENERGY INC
-$128.4K
10,268
+0%
增持
V
VISA INC
+$126.1K
2,251
+6%
减持
GLD
SPDR GOLD TR
-$125.5K
69,356
-0%
增持
META
META PLATFORMS INC
+$109.5K
4,621
+2%
减持
IVV
ISHARES TR
-$104.2K
1,251
-14%
减持
FNY
FIRST TR EXCHANGE-TRADED ALP
-$101.7K
8,096
-14%
减持
ET
ENERGY TRANSFER L P
+$95.9K
35,159
-5%
减持
FYX
FIRST TR SML CP CORE ALPHA F
-$92.8K
12,859
-8%
减持
VLO
VALERO ENERGY CORP
-$75.8K
3,000
-9%
减持
MDLZ
MONDELEZ INTL INC
-$72.8K
3,680
-7%
减持
NKE
NIKE INC
-$64.8K
4,421
-2%
减持
LQD
ISHARES TR
-$53.5K
2,819
-10%
减持
FPEI
FIRST TR EXCH TRADED FD III
-$53.5K
15,640
-14%
增持
EPD
ENTERPRISE PRODS PARTNERS L
+$51.2K
8,149
+16%
增持
VBR
VANGUARD INDEX FDS
+$50.7K
107,809
+2%
减持
MORT
VANECK ETF TRUST
-$50.2K
15,909
-12%
减持
GIS
GENERAL MLS INC
-$45.1K
4,287
-1%
增持
UNP
UNION PAC CORP
-$43.7K
4,430
+4%
减持
PJUN
INNOVATOR ETFS TRUST
+$43.1K
137,322
-1%
增持
LOW
LOWES COS INC
-$41.2K
3,571
+5%
减持
KMB
KIMBERLY-CLARK CORP
-$41.1K
2,222
-5%
增持
T
AT&T INC
+$40.9K
25,075
+4%
增持
—
EATON CORP PLC
+$39.2K
1,425
+9%
增持
QCOM
QUALCOMM INC
-$38.3K
2,345
+0%
减持
VTI
VANGUARD INDEX FDS
-$37.9K
3,996
-5%
增持
ABBV
ABBVIE INC
+$34.9K
7,273
+14%
减持
PDEC
INNOVATOR ETFS TRUST
-$34.1K
20,291
-4%
减持
SHV
ISHARES TR
-$33.4K
17,540
-1%
减持
PAUG
INNOVATOR ETFS TRUST
-$33.4K
31,248
-4%
减持
XLE
SELECT SECTOR SPDR TR
-$33.3K
3,250
-8%
减持
SRLN
SSGA ACTIVE ETF TR
-$32.2K
80,318
-1%
增持
PFE
PFIZER INC
-$26.1K
24,967
+5%
减持
SEPU
AIM ETF PRODUCTS TRUST
+$23.5K
127,923
-1%
增持
CSX
CSX CORP
-$20.9K
19,944
+4%
减持
NEAR
ISHARES U S ETF TR
-$19.5K
3,965
-8%
减持
PJAN
INNOVATOR ETFS TRUST
+$18.4K
27,395
-1%
增持
TFC
TRUIST FINL CORP
+$17.8K
6,650
+5%
减持
PJUL
INNOVATOR ETFS TRUST
+$17.6K
40,633
-1%
减持
DBL
DOUBLELINE OPPORTUNISTIC CR
-$17.0K
18,600
-4%
减持
HDV
ISHARES TR
-$16.5K
2,910
-0%
增持
COP
CONOCOPHILLIPS
+$15.3K
2,443
+13%
增持
MGK
VANGUARD WORLD FD
+$14.9K
684
+0%
减持
XLP
SELECT SECTOR SPDR TR
-$14.1K
2,844
-1%
减持
SPY
SPDR S&P 500 ETF TR
-$14.1K
3,481
-3%
减持
GAPR
FIRST TR EXCHNG TRADED FD VI
+$14.1K
59,927
-1%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$13.1K
2,817
+4%
减持
LGLV
SPDR SER TR
-$12.9K
2,329
-1%
增持
MSFT
MICROSOFT CORP
+$12.8K
82,558
+2%
减持
FDLO
FIDELITY COVINGTON TRUST
-$12.7K
4,772
-3%
增持
FNK
FIRST TR EXCHANGE-TRADED ALP
-$12.7K
13,183
+0%
增持
PAYX
PAYCHEX INC
+$11.7K
1,865
+0%
建仓
—
ENLIVEX THERAPEUTICS LTD
+$11.7K
10,000
减持
VOO
VANGUARD INDEX FDS
+$11.6K
10,731
-2%
增持
VTV
VANGUARD INDEX FDS
-$11.2K
2,191
+0%
减持
WM
WASTE MGMT INC DEL
-$10.9K
1,526
-1%
减持
OMEX
ODYSSEY MARINE EXPL INC
-$8.8K
17,730
-32%
减持
PNOV
INNOVATOR ETFS TRUST
-$8.6K
26,924
-3%
增持
SCHK
SCHWAB STRATEGIC TR
-$8.0K
9,949
+90%
减持
IJR
ISHARES TR
-$7.8K
3,758
-0%
减持
RLI
RLI CORP
+$7.0K
2,286
-4%
减持
IWV
ISHARES TR
+$6.3K
1,015
-0%
增持
ORCL
ORACLE CORP
+$6.1K
2,124
+4%
增持
AGG
ISHARES TR
-$5.8K
2,616
+2%
增持
SCHB
SCHWAB STRATEGIC TR
+$5.6K
9,318
+201%
减持
ITOT
ISHARES TR
-$4.1K
4,881
-3%
减持
VTHR
VANGUARD SCOTTSDALE FDS
-$4.1K
1,823
-3%
减持
PFEB
INNOVATOR ETFS TRUST
-$1.8K
14,289
-2%
增持
HSY
HERSHEY CO
-$1.6K
3,049
+13%
增持
VYM
VANGUARD WHITEHALL FDS
+$1.4K
1,870
+1%
增持
IWR
ISHARES TR
+$1.1K
3,498
+0%
增持
GE
GE AEROSPACE
+$633
2,291
+13%
