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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
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 150 项
建仓 8
增持 82
减持 54
清仓 6
方向
标的
Δ市值
现股数(环比)
建仓
TBUX
T ROWE PRICE ETF INC
+$65.0M
1,304,063
减持
VBR
VANGUARD INDEX FDS
-$10.8M
45,160
-56%
增持
GOOG
ALPHABET INC
+$8.8M
132,107
+0%
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
AAPL
APPLE INC
+$8.3M
176,205
-1%
增持
NVDA
NVIDIA CORPORATION
+$7.7M
65,551
+127%
减持
AVGO
BROADCOM INC
+$6.7M
155,364
-4%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$6.2M
26,344
+82%
减持
SPTM
SPDR SERIES TRUST
+$5.8M
1,015,987
-0%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$5.2M
25,569
+44%
减持
PEP
PEPSICO INC
-$5.2M
61,213
-41%
增持
JNJ
JOHNSON & JOHNSON
+$4.3M
124,619
+1%
增持
META
META PLATFORMS INC
+$4.2M
10,933
+112%
增持
XLK
SELECT SECTOR SPDR TR
+$3.7M
118,393
+1%
减持
GLD
SPDR GOLD TR
+$2.6M
60,101
-2%
减持
JPM
JPMORGAN CHASE & CO.
+$2.4M
111,184
-1%
增持
CVX
CHEVRON CORP NEW
+$2.3M
128,592
+4%
增持
SPY
SPDR S&P 500 ETF TR
+$2.2M
6,615
+88%
增持
TCAF
T ROWE PRICE ETF INC
+$2.0M
351,766
+10%
增持
MSFT
MICROSOFT CORP
+$1.8M
81,953
+0%
增持
—
EXXON MOBIL CORP
+$1.6M
212,527
+2%
增持
MRK
MERCK & CO INC
+$1.5M
171,472
+5%
减持
QUAL
ISHARES TR
+$1.4M
164,333
-2%
增持
HD
HOME DEPOT INC
+$1.3M
32,215
+1%
减持
GOOGL
ALPHABET INC
+$1.3M
19,923
-0%
减持
SLV
ISHARES SILVER TR
+$1.3M
235,569
-11%
增持
HON
HONEYWELL INTL INC
-$1.2M
83,211
+3%
增持
DUK
DUKE ENERGY CORP NEW
+$1.1M
143,248
+2%
减持
SHV
ISHARES TR
-$1.1M
7,821
-55%
增持
MO
ALTRIA GROUP INC
+$1.0M
134,981
+0%
减持
GS
GOLDMAN SACHS GROUP INC
+$931.7K
12,081
-2%
增持
POCT
INNOVATOR ETFS TRUST
+$884.6K
39,659
+99%
增持
AMZN
AMAZON COM INC
+$872.6K
156,440
+3%
减持
WMT
WALMART INC
+$783.2K
159,550
-0%
增持
FSV
FIRSTSERVICE CORP NEW
+$777.8K
16,000
+23%
建仓
BRK/A
BERKSHIRE HATHAWAY INC DEL
+$754.2K
1
增持
BAC
BANK AMERICA CORP
+$712.8K
160,319
+0%
增持
BDX
BECTON DICKINSON & CO
+$681.2K
22,315
+10%
减持
NFLX
NETFLIX INC
-$639.9K
1,727
-15%
增持
PAUG
INNOVATOR ETFS TRUST
+$598.1K
33,654
+64%
增持
VZ
VERIZON COMMUNICATIONS INC
+$597.5K
419,464
+2%
增持
LMT
LOCKHEED MARTIN CORP
+$594.2K
15,426
+1%
增持
RTX
RTX CORPORATION
+$576.5K
26,866
+0%
增持
VOO
VANGUARD INDEX FDS
+$554.1K
11,083
+1%
增持
CAT
CATERPILLAR INC
+$477.0K
5,242
+1%
增持
PG
PROCTER AND GAMBLE CO
-$465.1K
123,666
+1%
增持
TSLA
TESLA INC
+$451.6K
3,132
+6%
增持
UPS
UNITED PARCEL SERVICE INC
-$438.4K
45,868
+8%
增持
MA
MASTERCARD INCORPORATED
+$422.9K
29,892
+1%
增持
ABBV
ABBVIE INC
+$408.2K
7,738
+4%
增持
SO
SOUTHERN CO
+$392.4K
101,219
+1%
减持
GD
GENERAL DYNAMICS CORP
+$386.5K
8,665
-2%
建仓
FNDX
SCHWAB STRATEGIC TR
+$336.4K
12,792
增持
KMI
KINDER MORGAN INC DEL
-$310.1K
287,796
+0%
建仓
PLTR
PALANTIR TECHNOLOGIES INC
+$294.2K
1,613
增持
PJUL
INNOVATOR ETFS TRUST
+$288.5K
37,539
+16%
建仓
LRCX
LAM RESEARCH CORP
+$265.1K
1,980
清仓
RLI
RLI CORP
-$264.3K
0
-100%
减持
ARLU
AIM ETF PRODUCTS TRUST
+$252.8K
134,130
-0%
建仓
NSC
NORFOLK SOUTHN CORP
+$239.4K
797
减持
USMV
ISHARES TR
-$234.6K
393,514
-2%
清仓
OKE
ONEOK INC NEW
-$224.5K
0
-100%
清仓
FIS
FIDELITY NATL INFORMATION SV
-$220.5K
0
-100%
增持
PSEP
INNOVATOR ETFS TRUST
+$220.2K
12,515
+61%
增持
IBM
INTERNATIONAL BUSINESS MACHS
-$213.5K
41,028
+3%
增持
QQQ
INVESCO QQQ TR
+$209.1K
2,059
+11%
减持
VIG
VANGUARD SPECIALIZED FUNDS
-$205.8K
2,915
-29%
建仓
WMB
WILLIAMS COS INC
+$201.4K
3,179
建仓
NOBL
PROSHARES TR
+$200.9K
1,949
增持
IWV
ISHARES TR
+$179.9K
1,415
+39%
清仓
GEOS
GEOSPACE TECHNOLOGIES CORP
-$179.0K
0
-100%
增持
VUG
VANGUARD INDEX FDS
+$171.0K
1,033
+40%
减持
SEPU
AIM ETF PRODUCTS TRUST
+$169.5K
123,106
-1%
减持
GLW
CORNING INC
+$157.7K
5,675
-3%
增持
COST
COSTCO WHSL CORP NEW
-$153.8K
3,008
+1%
减持
FYX
FIRST TR EXCHANGE-TRADED ALP
+$144.6K
12,463
-0%
减持
KO
COCA COLA CO
-$130.4K
26,490
-1%
清仓
MIND
MIND TECHNOLOGY INC
-$126.6K
0
-100%
减持
ORCL
ORACLE CORP
+$124.8K
2,228
-3%
减持
WELL
WELLTOWER INC
+$120.8K
4,988
-0%
增持
SCHX
SCHWAB STRATEGIC TR
+$120.1K
13,808
+39%
增持
HOOD
ROBINHOOD MKTS INC
+$118.3K
2,309
+2%
减持
PJUN
INNOVATOR ETFS TRUST
+$115.1K
113,721
-1%
增持
PSLV
SPROTT ASSET MANAGEMENT LP
+$111.5K
21,600
+16%
增持
GE
GE AEROSPACE
+$108.5K
2,438
+0%
清仓
CRMD
CORMEDIX INC
-$107.8K
0
-100%
减持
MARU
AIM ETF PRODUCTS TRUST
+$102.1K
87,710
-2%
减持
LOW
LOWES COS INC
+$94.4K
3,249
-0%
减持
THQ
ABRDN HEALTHCARE OPPORTUNITI
-$92.9K
12,596
-25%
增持
AEP
AMERICAN ELEC PWR CO INC
+$92.9K
8,553
+2%
减持
SHY
ISHARES TR
-$88.5K
5,101
-17%
增持
GEV
GE VERNOVA INC
+$83.0K
598
+11%
增持
CSX
CSX CORP
+$71.8K
23,396
+1%
增持
CRM
SALESFORCE INC
-$69.4K
3,575
+6%
增持
DIS
DISNEY WALT CO
-$65.7K
8,463
+1%
增持
HSY
HERSHEY CO
+$64.2K
3,016
+0%
增持
MGK
VANGUARD WORLD FD
+$63.3K
780
+14%
增持
PNC
PNC FINL SVCS GROUP INC
+$62.2K
4,045
+0%
减持
NEE
NEXTERA ENERGY INC
+$59.6K
10,985
-1%
增持
V
VISA INC
+$59.2K
2,423
+12%
增持
ITOT
ISHARES TR
+$56.6K
4,491
+2%
减持
IVV
ISHARES TR
+$56.1K
1,309
-1%
减持
FEBU
AIM ETF PRODUCTS TRUST
+$55.2K
70,303
-3%
增持
CSCO
CISCO SYS INC
-$53.2K
150,033
+1%
减持
GM
GENERAL MTRS CO
+$48.5K
5,037
-4%
增持
PFE
PFIZER INC
+$45.3K
26,587
+2%
增持
FNK
FIRST TR EXCHANGE-TRADED ALP
+$45.2K
12,863
+0%
增持
VOOG
VANGUARD ADMIRAL FDS INC
+$44.4K
571
+11%
减持
CVS
CVS HEALTH CORP
+$43.0K
7,588
-1%
增持
XEL
XCEL ENERGY INC
+$41.3K
3,266
+0%
增持
PM
PHILIP MORRIS INTL INC
-$40.1K
2,580
+2%
增持
UNP
UNION PAC CORP
+$39.5K
4,115
+1%
减持
PMAY
INNOVATOR ETFS TRUST
+$38.0K
92,924
-2%
增持
XLE
SELECT SECTOR SPDR TR
+$37.6K
3,231
+9%
减持
VO
VANGUARD INDEX FDS
-$37.3K
1,169
-14%
减持
AMGN
AMGEN INC
-$34.9K
3,609
-4%
增持
QCOM
QUALCOMM INC
+$34.4K
2,286
+5%
减持
SRLN
SSGA ACTIVE ETF TR
-$34.3K
77,646
-1%
增持
ET
ENERGY TRANSFER L P
-$33.0K
34,165
+0%
减持
FPEI
FIRST TR EXCH TRADED FD III
-$32.9K
12,282
-14%
增持
PAYX
PAYCHEX INC
-$32.6K
1,891
+1%
增持
SHEL
SHELL PLC
+$31.3K
26,983
+0%
增持
SCHB
SCHWAB STRATEGIC TR
+$28.0K
9,779
+4%
减持
MCD
MCDONALDS CORP
-$25.8K
6,972
-5%
减持
KMB
KIMBERLY-CLARK CORP
-$25.0K
1,852
-6%
增持
SCHK
SCHWAB STRATEGIC TR
+$23.9K
10,037
+0%
减持
EPD
ENTERPRISE PRODS PARTNERS L
-$21.8K
8,449
-8%
增持
SCHW
SCHWAB CHARLES CORP
+$21.2K
2,770
+4%
增持
SPSB
SPDR SERIES TRUST
+$20.9K
8,606
+8%
增持
SCHO
SCHWAB STRATEGIC TR
+$20.8K
37,803
+2%
减持
DBL
DOUBLELINE OPPORTUNISTIC CR
-$20.6K
14,767
-9%
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$19.6K
864
-12%
减持
PJAN
INNOVATOR ETFS TRUST
+$19.1K
13,100
-1%
减持
PAPR
INNOVATOR ETFS TRUST
-$19.1K
6,719
-9%
增持
TFC
TRUIST FINL CORP
+$18.5K
6,423
+0%
减持
SDVY
FIRST TR EXCHANGE-TRADED FD
+$18.1K
6,950
-0%
增持
INTU
INTUIT
-$17.2K
330
+7%
增持
FDLO
FIDELITY COVINGTON TRUST
+$15.5K
4,741
+0%
减持
IJR
ISHARES TR
+$15.3K
3,541
-5%
增持
IWR
ISHARES TR
+$15.1K
3,259
+0%
减持
GAPR
FIRST TR EXCHNG TRADED FD VI
+$14.0K
31,191
-1%
减持
JANU
AIM ETF PRODUCTS TRUST
+$13.1K
57,034
-5%
增持
CEG
CONSTELLATION ENERGY CORP
+$12.9K
1,683
+0%
减持
VTHR
VANGUARD SCOTTSDALE FDS
+$12.3K
1,742
-5%
增持
ABT
ABBOTT LABS
-$12.2K
7,073
+0%
增持
DE
DEERE & CO
-$10.3K
472
+6%
减持
—
EATON CORP PLC
+$10.3K
1,363
-3%
减持
HDV
ISHARES TR
+$10.0K
2,876
-2%
增持
T
AT&T INC
+$9.9K
23,661
+4%
增持
LGLV
SPDR SERIES TRUST
+$9.5K
2,348
+0%
减持
FPE
FIRST TR EXCH TRADED FD III
-$9.3K
12,888
-6%
