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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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 150 项
建仓 33
增持 66
减持 43
清仓 8
方向
标的
Δ市值
现股数(环比)
建仓
AAPL
APPLE INC
+$36.5M
178,098
建仓
AMZN
AMAZON COM INC
+$33.5M
152,591
减持
AVGO
BROADCOM INC
+$16.9M
161,635
-2%
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
UNH
UNITEDHEALTH GROUP INC
-$15.0M
0
-100%
增持
MSFT
MICROSOFT CORP
+$10.0M
81,797
+0%
增持
SPTM
SPDR SERIES TRUST
+$8.3M
1,016,466
+2%
建仓
BAC
BANK AMERICA CORP
+$7.6M
159,722
建仓
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$7.0M
14,511
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$6.4M
17,782
+1038%
增持
XLK
SELECT SECTOR SPDR TR
+$6.0M
117,229
+2%
减持
JPM
JPMORGAN CHASE & CO.
+$5.0M
112,768
-0%
建仓
RTX
RTX CORPORATION
+$3.9M
26,838
建仓
BDX
BECTON DICKINSON & CO
+$3.5M
20,293
增持
GOOG
ALPHABET INC
+$3.4M
131,531
+3%
增持
QUAL
ISHARES TR
+$2.8M
166,971
+3%
增持
TCAF
T ROWE PRICE ETF INC
+$2.6M
319,889
+19%
建仓
FSV
FIRSTSERVICE CORP NEW
+$2.3M
13,000
增持
CVX
CHEVRON CORP NEW
-$2.2M
123,475
+4%
增持
GS
GOLDMAN SACHS GROUP INC
+$2.1M
12,277
+1%
增持
HON
HONEYWELL INTL INC
+$2.0M
80,440
+2%
增持
PMAY
INNOVATOR ETFS TRUST
+$1.8M
94,641
+88%
增持
—
EXXON MOBIL CORP
-$1.8M
207,835
+2%
增持
SLV
ISHARES SILVER TR
+$1.7M
265,894
+18%
减持
IBM
INTERNATIONAL BUSINESS MACHS
+$1.7M
39,996
-1%
增持
MRK
MERCK & CO INC
-$1.4M
163,239
+2%
增持
NFLX
NETFLIX INC
+$1.3M
2,024
+38%
增持
PEP
PEPSICO INC
-$1.3M
104,286
+4%
减持
WMT
WALMART INC
+$1.3M
160,155
-2%
增持
CSCO
CISCO SYS INC
+$1.3M
148,723
+1%
建仓
FTCS
FIRST TR EXCHANGE-TRADED FD
+$1.1M
12,108
增持
META
META PLATFORMS INC
+$1.1M
5,149
+10%
建仓
AMGN
AMGEN INC
+$1.1M
3,773
减持
USMV
ISHARES TR
-$1.0M
401,337
-3%
建仓
QQQ
INVESCO QQQ TR
+$1.0M
1,862
增持
PG
PROCTER AND GAMBLE CO
-$1.0M
122,184
+2%
增持
VOO
VANGUARD INDEX FDS
+$996.7K
10,972
+8%
清仓
—
ISHARES SILVER TR
-$960.7K
0
-100%
建仓
ABT
ABBOTT LABS
+$959.7K
7,056
增持
JNJ
JOHNSON & JOHNSON
-$894.5K
123,367
+4%
建仓
AEP
AMERICAN ELEC PWR CO INC
+$869.3K
8,378
增持
SCHO
SCHWAB STRATEGIC TR
+$677.6K
36,979
+302%
减持
NVDA
NVIDIA CORPORATION
+$578.1K
28,875
-21%
增持
MA
MASTERCARD INCORPORATED
+$554.7K
29,505
+1%
减持
VBR
VANGUARD INDEX FDS
+$533.0K
103,560
-2%
增持
GOOGL
ALPHABET INC
+$521.5K
20,007
+3%
增持
PJUN
INNOVATOR ETFS TRUST
+$499.6K
114,802
+5%
清仓
EOG
EOG RES INC
-$385.0K
0
-100%
建仓
AMAT
APPLIED MATLS INC
+$368.9K
2,015
增持
VZ
VERIZON COMMUNICATIONS INC
-$342.7K
412,247
+3%
增持
LMT
LOCKHEED MARTIN CORP
+$333.7K
15,344
+1%
增持
DUK
DUKE ENERGY CORP NEW
-$317.1K
140,792
+1%
建仓
AWK
AMERICAN WTR WKS CO INC NEW
+$316.1K
2,272
建仓
GLW
CORNING INC
+$307.8K
5,853
减持
MO
ALTRIA GROUP INC
-$292.6K
134,656
-1%
建仓
GEV
GE VERNOVA INC
+$284.7K
538
增持
COST
COSTCO WHSL CORP NEW
+$282.2K
2,968
+6%
减持
GLD
SPDR GOLD TR
-$281.9K
61,416
-7%
建仓
ADP
AUTOMATIC DATA PROCESSING IN
+$281.6K
913
增持
ARLU
AIM ETF PRODUCTS TRUST
+$278.9K
134,205
+0%
减持
SHEL
SHELL PLC
-$272.2K
26,967
-9%
建仓
GM
GENERAL MTRS CO
+$258.6K
5,255
清仓
COP
CONOCOPHILLIPS
-$256.6K
0
-100%
清仓
GIS
GENERAL MLS INC
-$245.1K
0
-100%
建仓
FPE
FIRST TR EXCH TRADED FD III
+$244.4K
13,729
建仓
SCHX
SCHWAB STRATEGIC TR
+$243.6K
9,968
建仓
INTU
INTUIT
+$242.6K
308
清仓
NI
NISOURCE INC
-$238.1K
0
-100%
建仓
MCK
MCKESSON CORP
+$230.7K
315
建仓
AXP
AMERICAN EXPRESS CO
+$230.0K
721
建仓
XEL
XCEL ENERGY INC
+$222.1K
3,261
建仓
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$221.7K
979
建仓
AFL
AFLAC INC
+$218.9K
2,076
清仓
SPYV
SPDR SER TR
-$218.4K
0
-100%
建仓
GLXY
GALAXY DIGITAL INC.
+$212.4K
9,700
建仓
HOOD
ROBINHOOD MKTS INC
+$212.4K
2,268
减持
DIS
DISNEY WALT CO
+$210.7K
8,344
-0%
减持
MCD
MCDONALDS CORP
-$207.0K
7,340
-2%
增持
CEG
CONSTELLATION ENERGY CORP
+$205.4K
1,676
+1%
建仓
VOOG
VANGUARD ADMIRAL FDS INC
+$204.2K
515
建仓
ACM
AECOM
+$202.6K
1,796
减持
CAT
CATERPILLAR INC
+$185.8K
5,214
-6%
减持
KMI
KINDER MORGAN INC DEL
+$183.4K
287,675
-1%
建仓
GEOS
GEOSPACE TECHNOLOGIES CORP
+$179.0K
12,550
增持
CSX
CSX CORP
+$172.0K
23,262
+17%
增持
GE
GE AEROSPACE
+$169.7K
2,428
+7%
减持
SPY
SPDR S&P 500 ETF TR
+$162.7K
3,519
-2%
减持
ORCL
ORACLE CORP
+$157.1K
2,295
-7%
增持
NKE
NIKE INC
+$156.5K
6,556
+35%
增持
MARU
AIM ETF PRODUCTS TRUST
+$156.0K
89,233
+0%
减持
PMAR
INNOVATOR ETFS TRUST
-$145.7K
7,268
-36%
增持
ABBV
ABBVIE INC
-$135.8K
7,453
+3%
建仓
MIND
MIND TECHNOLOGY INC
+$126.6K
15,000
减持
PJUL
INNOVATOR ETFS TRUST
+$116.3K
32,458
-0%
清仓
MORT
VANECK ETF TRUST
-$116.3K
0
-100%
增持
SO
SOUTHERN CO
+$115.5K
100,186
+1%
减持
GAPR
FIRST TR EXCHNG TRADED FD VI
-$112.1K
31,589
-10%
建仓
CRMD
CORMEDIX INC
+$107.8K
10,000
增持
HD
HOME DEPOT INC
+$105.2K
32,002
+1%
减持
VTI
VANGUARD INDEX FDS
+$104.1K
3,956
-1%
增持
CRM
SALESFORCE INC
+$92.3K
3,362
+9%
减持
PJAN
INNOVATOR ETFS TRUST
-$89.9K
13,186
-18%
增持
FYX
FIRST TR EXCHANGE-TRADED ALP
+$89.8K
12,476
+0%
减持
LOW
LOWES COS INC
-$87.2K
3,254
-6%
增持
NEE
NEXTERA ENERGY INC
+$84.6K
11,088
+15%
减持
PAPR
INNOVATOR ETFS TRUST
-$77.5K
7,423
-25%
减持
IVV
ISHARES TR
+$72.5K
1,321
-1%
减持
RLI
RLI CORP
-$67.1K
3,660
-11%
增持
PM
PHILIP MORRIS INTL INC
+$61.6K
2,518
+1%
减持
KMB
KIMBERLY-CLARK CORP
-$60.7K
1,980
-11%
减持
T
AT&T INC
-$55.3K
22,747
-10%
减持
GD
GENERAL DYNAMICS CORP
+$53.6K
8,805
-5%
减持
ITOT
ISHARES TR
+$52.8K
4,424
-1%
增持
VO
VANGUARD INDEX FDS
+$49.5K
1,360
+6%
增持
YUM
YUM BRANDS INC
+$49.2K
1,857
+29%
减持
XLE
SELECT SECTOR SPDR TR
-$44.2K
2,960
-6%
减持
UNP
UNION PAC CORP
-$41.4K
4,056
-2%
增持
LLY
ELI LILLY & CO
-$37.3K
2,193
+4%
增持
SRLN
SSGA ACTIVE ETF TR
+$37.2K
78,453
+0%
增持
EOS
EATON VANCE ENHANCED EQUITY
+$36.6K
10,750
+1%
减持
PDEC
INNOVATOR ETFS TRUST
-$34.9K
11,601
-13%
增持
SCHW
SCHWAB CHARLES CORP
+$34.6K
2,666
+0%
减持
ET
ENERGY TRANSFER L P
-$34.3K
34,159
-3%
减持
SHY
ISHARES TR
-$33.3K
6,175
-6%
增持
F
FORD MTR CO
+$31.2K
12,531
+20%
增持
SCHK
SCHWAB STRATEGIC TR
+$29.8K
10,009
+0%
增持
V
VISA INC
+$27.5K
2,163
+2%
减持
XLP
SELECT SECTOR SPDR TR
-$26.2K
2,546
-11%
减持
XLV
SELECT SECTOR SPDR TR
-$26.1K
2,253
-0%
增持
KO
COCA COLA CO
+$25.8K
26,674
+3%
减持
DECU
AIM ETF PRODUCTS TRUST
+$24.8K
17,454
-0%
增持
SCHB
SCHWAB STRATEGIC TR
+$22.2K
9,374
+0%
减持
HSY
HERSHEY CO
-$22.0K
3,012
-1%
减持
PAUG
INNOVATOR ETFS TRUST
-$21.7K
20,544
-9%
减持
TSLA
TESLA INC
-$20.0K
2,963
-20%
增持
DE
DEERE & CO
+$18.9K
445
+1%
增持
SYK
STRYKER CORPORATION
+$18.6K
746
+0%
减持
IJH
ISHARES TR
+$18.0K
5,950
-1%
增持
PFE
PFIZER INC
+$17.9K
26,077
+8%
增持
FNK
FIRST TR EXCHANGE-TRADED ALP
+$17.1K
12,860
+0%
增持
PAYX
PAYCHEX INC
-$16.0K
1,872
+0%
增持
SPSB
SPDR SERIES TRUST
+$15.8K
7,941
+7%
增持
CVS
CVS HEALTH CORP
+$14.9K
7,671
+1%
增持
UPS
UNITED PARCEL SERVICE INC
+$13.9K
42,300
+9%
增持
SDVY
FIRST TR EXCHANGE-TRADED FD
+$13.2K
6,976
+0%
增持
TFC
TRUIST FINL CORP
+$12.9K
6,399
+0%
增持
FDLO
FIDELITY COVINGTON TRUST
+$11.3K
4,727
+0%
增持
HDV
ISHARES TR
-$10.9K
2,921
+0%
减持
QCOM
QUALCOMM INC
-$10.6K
2,172
-6%
增持
VYM
VANGUARD WHITEHALL FDS
+$8.5K
1,936
+0%
减持
IJR
ISHARES TR
+$7.2K
3,710
-3%
