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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
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 150 项
建仓 10
增持 53
减持 76
清仓 11
方向
标的
Δ市值
现股数(环比)
减持
AVGO
BROADCOM INC
-$12.1M
165,198
-4%
增持
TCAF
T ROWE PRICE ETF INC
+$4.7M
268,946
+123%
减持
GOOG
ALPHABET INC
-$4.7M
127,676
-1%
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
MSFT
MICROSOFT CORP
-$4.1M
81,773
-1%
减持
SPTM
SPDR SER TR
-$3.9M
996,797
-1%
减持
USMV
ISHARES TR
-$3.7M
413,256
-13%
建仓
ARLU
AIM ETF PRODUCTS TRUST
+$3.5M
134,197
减持
XLK
SELECT SECTOR SPDR TR
-$3.2M
114,863
-1%
增持
JNJ
JOHNSON & JOHNSON
+$2.8M
119,023
+2%
增持
CVX
CHEVRON CORP NEW
+$2.7M
118,881
+0%
增持
VZ
VERIZON COMMUNICATIONS INC
+$2.7M
400,807
+4%
减持
GLD
SPDR GOLD TR
+$2.2M
65,952
-5%
减持
—
EXXON MOBIL CORP
+$2.2M
203,150
-1%
建仓
MARU
AIM ETF PRODUCTS TRUST
+$2.1M
88,933
减持
PMAY
INNOVATOR ETFS TRUST
-$2.1M
50,232
-54%
减持
DUK
DUKE ENERGY CORP NEW
+$2.0M
138,809
-0%
建仓
FEBU
AIM ETF PRODUCTS TRUST
+$1.7M
72,492
减持
VBR
VANGUARD INDEX FDS
-$1.7M
105,546
-2%
建仓
JANU
AIM ETF PRODUCTS TRUST
+$1.5M
60,034
减持
QUAL
ISHARES TR
-$1.5M
162,414
-1%
增持
SO
SOUTHERN CO
+$1.1M
98,800
+2%
增持
MO
ALTRIA GROUP INC
+$1.1M
136,413
+1%
减持
NVDA
NVIDIA CORPORATION
-$1.1M
36,758
-3%
减持
PJUN
INNOVATOR ETFS TRUST
-$1.1M
109,832
-20%
增持
MRK
MERCK & CO INC
-$1.1M
160,088
+3%
增持
HON
HONEYWELL INTL INC
-$1.1M
78,922
+0%
减持
IBM
INTERNATIONAL BUSINESS MACHS
+$1.0M
40,604
-2%
增持
UNH
UNITEDHEALTH GROUP INC
+$1.0M
28,650
+4%
清仓
PNOV
INNOVATOR ETFS TRUST
-$1.0M
0
-100%
减持
SLV
ISHARES SILVER TR
+$976.0K
225,442
-1%
减持
GAPR
FIRST TR EXCHNG TRADED FD VI
-$924.4K
35,199
-41%
减持
POCT
INNOVATOR ETFS TRUST
-$857.6K
21,146
-50%
减持
PAPR
INNOVATOR ETFS TRUST
-$757.3K
9,936
-67%
增持
GOOGL
ALPHABET INC
-$663.4K
19,428
+0%
减持
MUB
ISHARES TR
-$651.4K
4,960
-55%
增持
HD
HOME DEPOT INC
-$620.8K
31,728
+1%
减持
VTEB
VANGUARD MUN BD FDS
-$607.8K
12,250
-49%
减持
VOO
VANGUARD INDEX FDS
-$546.1K
10,188
-5%
减持
WMT
WALMART INC
-$540.9K
163,685
-1%
增持
LMT
LOCKHEED MARTIN CORP
-$527.4K
15,161
+1%
清仓
PFEB
INNOVATOR ETFS TRUST
-$525.8K
0
-100%
减持
PMAR
INNOVATOR ETFS TRUST
-$499.5K
11,334
-52%
减持
PJAN
INNOVATOR ETFS TRUST
-$486.7K
16,173
-41%
清仓
GBTC
GRAYSCALE BITCOIN TRUST ETF
-$420.6K
0
-100%
减持
SUB
ISHARES TR
-$410.3K
8,800
-31%
增持
CSCO
CISCO SYS INC
+$399.6K
146,908
+0%
减持
PJUL
INNOVATOR ETFS TRUST
-$365.9K
32,519
-20%
减持
PAUG
INNOVATOR ETFS TRUST
-$350.2K
22,575
-28%
减持
PEP
PEPSICO INC
-$323.0K
100,605
-1%
减持
PDEC
INNOVATOR ETFS TRUST
-$280.6K
13,272
-35%
减持
SHEL
SHELL PLC
+$255.2K
29,626
-3%
增持
UPS
UNITED PARCEL SERVICE INC
-$250.2K
38,693
+8%
减持
PSEP
INNOVATOR ETFS TRUST
-$248.4K
7,761
-44%
清仓
TMUS
T-MOBILE US INC
-$245.9K
0
-100%
减持
CAT
CATERPILLAR INC
-$243.8K
5,574
-3%
增持
GS
GOLDMAN SACHS GROUP INC
-$241.0K
12,126
+1%
清仓
CHDN
CHURCHILL DOWNS INC
-$240.4K
0
-100%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$239.6K
4,079
+45%
建仓
NI
NISOURCE INC
+$238.1K
5,940
清仓
ROK
ROCKWELL AUTOMATION INC
-$237.2K
0
-100%
清仓
—
META PLATFORMS INC
-$234.2K
0
-100%
减持
KMI
KINDER MORGAN INC DEL
+$228.2K
290,018
-1%
减持
ABBV
ABBVIE INC
+$226.8K
7,251
-0%
建仓
YUM
YUM BRANDS INC
+$226.0K
1,436
清仓
IWB
ISHARES TR
-$225.8K
0
-100%
建仓
SPSB
SPDR SER TR
+$224.0K
7,441
建仓
SCHO
SCHWAB STRATEGIC TR
+$223.9K
9,199
建仓
SPYV
SPDR SER TR
+$218.4K
4,276
建仓
DE
DEERE & CO
+$207.2K
441
清仓
GM
GENERAL MTRS CO
-$204.7K
0
-100%
减持
PG
PROCTER AND GAMBLE CO
+$203.5K
120,174
-1%
减持
KO
COCA COLA CO
+$202.7K
25,990
-2%
减持
JPM
JPMORGAN CHASE & CO.
-$201.1K
112,862
-3%
清仓
NEAR
ISHARES U S ETF TR
-$200.2K
0
-100%
减持
MA
MASTERCARD INCORPORATED
+$195.8K
29,237
-3%
减持
SEPU
AIM ETF PRODUCTS TRUST
-$176.7K
124,925
-2%
减持
FYX
FIRST TR SML CP CORE ALPHA F
-$175.7K
12,475
-3%
增持
TSLA
TESLA INC
-$150.5K
3,709
+35%
增持
T
AT&T INC
+$142.7K
25,234
+1%
减持
CVS
CVS HEALTH CORP
+$137.3K
7,590
-10%
增持
CRM
SALESFORCE INC
-$134.3K
3,072
+7%
增持
COST
COSTCO WHSL CORP NEW
+$133.3K
2,809
+2%
减持
WELL
WELLTOWER INC
+$131.4K
4,988
-1%
减持
SRLN
SSGA ACTIVE ETF TR
-$126.0K
78,426
-2%
减持
EIX
EDISON INTL
-$121.2K
4,959
-4%
增持
LLY
ELI LILLY & CO
+$115.5K
2,115
+0%
减持
MCD
MCDONALDS CORP
+$107.8K
7,528
-3%
减持
EOS
EATON VANCE ENHANCED EQUITY
-$99.7K
10,600
-21%
减持
PM
PHILIP MORRIS INTL INC
+$94.8K
2,501
-0%
减持
F
FORD MTR CO
-$93.3K
10,446
-48%
减持
—
EATON CORP PLC
-$92.3K
1,400
-2%
增持
NFLX
NETFLIX INC
+$86.3K
1,467
+2%
减持
ITOT
ISHARES TR
-$83.2K
4,464
-9%
减持
TD
TORONTO DOMINION BK ONT
+$79.9K
13,120
-1%
减持
GE
GE AEROSPACE
+$73.1K
2,274
-1%
减持
SDVY
FIRST TR EXCHANGE-TRADED FD
-$72.5K
6,952
-18%
减持
LOW
LOWES COS INC
-$72.2K
3,470
-3%
减持
IWM
ISHARES TR
-$69.3K
1,316
-12%
增持
DIS
DISNEY WALT CO
-$64.0K
8,349
+5%
减持
—
ISHARES SILVER TR
-$58.3K
31,000
-20%
减持
FNK
FIRST TR EXCHANGE-TRADED ALP
-$56.9K
12,858
-2%
增持
CSX
CSX CORP
-$56.5K
19,947
+0%
减持
MORT
VANECK ETF TRUST
-$52.7K
10,409
-35%
减持
NEE
NEXTERA ENERGY INC
-$51.1K
9,664
-6%
减持
PFE
PFIZER INC
-$48.1K
24,239
-3%
增持
WM
WASTE MGMT INC DEL
+$45.4K
1,527
+0%
增持
RLI
RLI CORP
-$45.3K
4,126
+80%
增持
VTV
VANGUARD INDEX FDS
+$43.5K
2,399
+9%
减持
UNP
UNION PAC CORP
-$35.5K
4,126
-7%
减持
GD
GENERAL DYNAMICS CORP
-$35.1K
9,225
-5%
增持
IJR
ISHARES TR
-$34.7K
3,809
+1%
增持
XLV
SELECT SECTOR SPDR TR
+$34.0K
2,259
+5%
增持
EOG
EOG RES INC
+$32.3K
3,002
+4%
减持
DBL
DOUBLELINE OPPORTUNISTIC CR
-$32.0K
16,400
-12%
减持
V
VISA INC
+$29.1K
2,113
-6%
增持
CEG
CONSTELLATION ENERGY CORP
-$28.9K
1,664
+2%
增持
SPY
SPDR S&P 500 ETF TR
-$28.8K
3,596
+3%
减持
GIS
GENERAL MLS INC
-$28.3K
4,099
-4%
减持
MDLZ
MONDELEZ INTL INC
+$27.8K
3,650
-1%
增持
PAYX
PAYCHEX INC
+$26.7K
1,869
+0%
增持
HDV
ISHARES TR
+$26.4K
2,915
+0%
减持
TFC
TRUIST FINL CORP
-$26.3K
6,372
-4%
增持
NKE
NIKE INC
-$25.3K
4,871
+10%
增持
EPD
ENTERPRISE PRODS PARTNERS L
+$25.2K
8,224
+1%
减持
FPEI
FIRST TR EXCH TRADED FD III
-$24.3K
14,340
-8%
增持
MGK
VANGUARD WORLD FD
-$23.4K
685
+0%
增持
TMO
THERMO FISHER SCIENTIFIC INC
-$22.4K
1,563
+2%
增持
LGLV
SPDR SER TR
+$21.6K
2,335
+0%
增持
VTHR
VANGUARD SCOTTSDALE FDS
-$20.9K
1,834
+1%
增持
VO
VANGUARD INDEX FDS
+$19.6K
1,280
+9%
减持
XLE
SELECT SECTOR SPDR TR
+$16.9K
3,160
-3%
减持
VLO
VALERO ENERGY CORP
+$15.2K
2,900
-3%
增持
IJH
ISHARES TR
-$13.2K
6,016
+3%
增持
SCHK
SCHWAB STRATEGIC TR
-$13.0K
9,980
+0%
增持
VUG
VANGUARD INDEX FDS
+$11.9K
740
+16%
清仓
—
ENLIVEX THERAPEUTICS LTD
-$11.7K
0
-100%
增持
IWR
ISHARES TR
-$11.5K
3,499
+0%
增持
IVV
ISHARES TR
+$11.1K
1,330
+6%
增持
VYM
VANGUARD WHITEHALL FDS
+$11.0K
1,935
+3%
增持
SCHB
SCHWAB STRATEGIC TR
-$10.3K
9,347
+0%
增持
ORCL
ORACLE CORP
-$9.2K
2,465
+16%
增持
XLP
SELECT SECTOR SPDR TR
+$8.8K
2,845
+0%
增持
LQD
ISHARES TR
+$6.3K
2,829
+0%
减持
SCHW
SCHWAB CHARLES CORP
+$5.9K
2,665
-3%
减持
THQ
ABRDN HEALTHCARE OPPORTUNITI
-$5.7K
16,896
-10%
减持
AGG
ISHARES TR
-$5.5K
2,507
-4%
增持
HSY
HERSHEY CO
+$5.5K
3,051
+0%
增持
META
META PLATFORMS INC
+$3.9K
4,702
+2%
减持
QCOM
QUALCOMM INC
-$3.7K
2,321
-1%
减持
FDLO
FIDELITY COVINGTON TRUST
-$3.6K
4,710
-1%
