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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
25Q4 调仓
2025-09-30 → 2025-12-31 · 共 150 项
建仓 9
增持 66
减持 66
清仓 9
方向
标的
Δ市值
现股数(环比)
增持
TBUX
T ROWE PRICE ETF INC
+$67.2M
2,650,978
+103%
减持
GOOG
ALPHABET INC
+$7.8M
127,489
-3%
增持
MRK
MERCK & CO INC
+$4.1M
175,370
+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。
减持
VBR
VANGUARD INDEX FDS
-$3.4M
28,231
-37%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$3.3M
27,050
+6%
减持
AAPL
APPLE INC
+$2.9M
175,574
-0%
增持
JNJ
JOHNSON & JOHNSON
+$2.8M
125,241
+0%
增持
AMZN
AMAZON COM INC
+$2.7M
160,562
+3%
增持
MSFT
MICROSOFT CORP
-$2.5M
82,572
+1%
增持
—
EXXON MOBIL CORP
+$2.5M
219,721
+3%
增持
SPTM
SPDR SERIES TRUST
+$2.2M
1,019,838
+0%
减持
GLD
SPDR GOLD TR
+$2.1M
59,278
-1%
减持
USMV
ISHARES TR
-$1.9M
377,494
-4%
增持
HD
HOME DEPOT INC
-$1.9M
32,468
+1%
减持
SLV
ISHARES SILVER TR
+$1.9M
184,013
-22%
增持
GOOGL
ALPHABET INC
+$1.5M
20,339
+2%
减持
SPY
SPDR S&P 500 ETF TR
-$1.5M
4,271
-35%
减持
VZ
VERIZON COMMUNICATIONS INC
-$1.4M
418,322
-0%
增持
TCAF
T ROWE PRICE ETF INC
+$1.4M
383,326
+9%
增持
CSCO
CISCO SYS INC
+$1.4M
150,914
+1%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$1.1M
28,622
+9%
增持
PG
PROCTER AND GAMBLE CO
-$1.1M
124,708
+1%
建仓
AKRE
PROFESIONALLY MANAGED PORTFO
+$1.1M
16,269
建仓
DDFN
INNOVATOR ETFS TRUST
+$1.0M
52,844
增持
UPS
UNITED PARCEL SERVICE INC
+$988.8K
48,595
+6%
增持
MO
ALTRIA GROUP INC
-$983.5K
137,588
+2%
建仓
SOLS
SOLSTICE ADVANCED MATLS INC
+$953.1K
19,620
增持
XLK
SELECT SECTOR SPDR TR
+$937.8K
238,300
+101%
减持
WMT
WALMART INC
+$889.7K
155,578
-2%
清仓
SHV
ISHARES TR
-$864.1K
0
-100%
减持
PEP
PEPSICO INC
-$827.9K
54,130
-12%
减持
AVGO
BROADCOM INC
-$766.9K
145,880
-6%
减持
GS
GOLDMAN SACHS GROUP INC
+$762.9K
11,813
-2%
增持
META
META PLATFORMS INC
+$737.7K
13,281
+21%
建仓
DDFD
INNOVATOR ETFS TRUST
+$682.0K
35,615
减持
LLY
ELI LILLY & CO
+$597.6K
2,148
-4%
增持
SO
SOUTHERN CO
-$595.2K
103,181
+2%
减持
JPM
JPMORGAN CHASE & CO.
+$592.5K
110,680
-0%
增持
DUK
DUKE ENERGY CORP NEW
-$588.2K
146,222
+2%
增持
NVDA
NVIDIA CORPORATION
+$541.6K
68,483
+4%
增持
HON
HONEYWELL INTL INC
-$538.1K
87,026
+5%
减持
CSX
CSX CORP
-$486.9K
9,487
-59%
增持
NFLX
NETFLIX INC
-$485.2K
16,908
+879%
增持
MUB
ISHARES TR
+$468.3K
9,303
+88%
减持
BAC
BANK AMERICA CORP
+$461.6K
158,771
-1%
减持
CAT
CATERPILLAR INC
+$386.9K
5,041
-4%
增持
VTEB
VANGUARD MUN BD FDS
+$377.9K
19,711
+61%
减持
IBM
INTERNATIONAL BUSINESS MACHS
+$348.3K
40,258
-2%
减持
COST
COSTCO WHSL CORP NEW
-$321.9K
2,856
-5%
建仓
PHYS
SPROTT ASSET MANAGEMENT LP
+$315.7K
9,561
增持
VOO
VANGUARD INDEX FDS
+$309.6K
11,315
+2%
增持
BDX
BECTON DICKINSON & CO
+$272.2K
22,924
+3%
建仓
LMND
LEMONADE INC
+$259.1K
3,640
清仓
PAPR
INNOVATOR ETFS TRUST
-$257.7K
0
-100%
清仓
EOS
EATON VANCE ENHANCED EQUITY
-$257.2K
0
-100%
清仓
FPE
FIRST TR EXCH TRADED FD III
-$235.1K
0
-100%
清仓
ACM
AECOM
-$234.3K
0
-100%
清仓
KMB
KIMBERLY-CLARK CORP
-$230.3K
0
-100%
清仓
INTU
INTUIT
-$225.4K
0
-100%
建仓
COF
CAPITAL ONE FINL CORP
+$224.9K
928
清仓
XLP
SELECT SECTOR SPDR TR
-$212.1K
0
-100%
建仓
SCHF
SCHWAB STRATEGIC TR
+$201.9K
8,397
建仓
IAU
ISHARES GOLD TR
+$201.5K
2,482
清仓
WMB
WILLIAMS COS INC
-$201.4K
0
-100%
减持
ORCL
ORACLE CORP
-$193.6K
2,221
-0%
减持
UNP
UNION PAC CORP
-$186.9K
3,397
-17%
增持
MA
MASTERCARD INCORPORATED
+$180.2K
30,099
+1%
增持
LMT
LOCKHEED MARTIN CORP
-$161.5K
15,587
+1%
减持
AMGN
AMGEN INC
+$148.8K
3,566
-1%
增持
KMI
KINDER MORGAN INC DEL
-$145.1K
291,104
+1%
增持
VLO
VALERO ENERGY CORP
+$141.9K
3,800
+36%
减持
RTX
RTX CORPORATION
+$137.7K
25,263
-6%
增持
AXP
AMERICAN EXPRESS CO
+$133.7K
1,009
+40%
增持
NEE
NEXTERA ENERGY INC
+$129.3K
11,941
+9%
减持
QQQ
INVESCO QQQ TR
-$127.5K
1,804
-12%
减持
FTCS
FIRST TR EXCHANGE-TRADED FD
-$125.0K
10,904
-10%
增持
CVX
CHEVRON CORP NEW
+$123.4K
131,832
+3%
增持
SUB
ISHARES TR
+$119.2K
9,924
+13%
增持
GLW
CORNING INC
+$118.9K
6,675
+18%
减持
GD
GENERAL DYNAMICS CORP
-$117.0K
8,429
-3%
减持
HOOD
ROBINHOOD MKTS INC
-$104.5K
1,999
-13%
减持
GM
GENERAL MTRS CO
+$100.3K
5,010
-1%
减持
FNY
FIRST TR EXCHANGE-TRADED ALP
-$99.7K
7,040
-13%
增持
VTI
VANGUARD INDEX FDS
+$78.8K
4,107
+4%
减持
FNK
FIRST TR EXCHANGE-TRADED ALP
-$71.6K
11,485
-11%
减持
GAPR
FIRST TR EXCHNG TRADED FD VI
-$70.4K
28,847
-8%
增持
SCHW
SCHWAB CHARLES CORP
+$69.4K
3,342
+21%
增持
CVS
CVS HEALTH CORP
+$66.5K
8,047
+6%
减持
NKE
NIKE INC
-$64.7K
6,188
-6%
减持
DIS
DISNEY WALT CO
-$60.6K
7,985
-6%
减持
QUAL
ISHARES TR
-$60.0K
160,623
-2%
减持
IJR
ISHARES TR
-$57.1K
3,026
-15%
增持
SCHX
SCHWAB STRATEGIC TR
+$55.6K
15,580
+13%
增持
DE
DEERE & CO
+$53.4K
578
+22%
增持
XLV
SELECT SECTOR SPDR TR
+$52.8K
2,320
+5%
增持
ABT
ABBOTT LABS
-$52.1K
7,146
+1%
减持
CRM
SALESFORCE INC
+$51.8K
3,394
-5%
减持
FYX
FIRST TR EXCHANGE-TRADED ALP
-$49.5K
11,568
-7%
减持
KO
COCA COLA CO
+$49.0K
25,830
-2%
减持
LOW
LOWES COS INC
-$47.3K
3,190
-2%
减持
PJUN
INNOVATOR ETFS TRUST
+$45.6K
112,827
-1%
增持
T
AT&T INC
-$45.3K
25,076
+6%
增持
GEV
GE VERNOVA INC
+$38.8K
622
+4%
增持
PFE
PFIZER INC
+$38.6K
28,757
+8%
减持
SRLN
SSGA ACTIVE ETF TR
-$37.7K
77,316
-0%
增持
IVV
ISHARES TR
+$35.3K
1,331
+2%
减持
QCOM
QUALCOMM INC
-$33.2K
2,029
-11%
减持
VO
VANGUARD INDEX FDS
-$32.8K
1,070
-8%
减持
ITOT
ISHARES TR
-$32.5K
4,180
-7%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$29.8K
892
+3%
减持
SHY
ISHARES TR
-$28.6K
4,764
-7%
减持
PAYX
PAYCHEX INC
-$28.1K
1,886
-0%
增持
AEP
AMERICAN ELEC PWR CO INC
+$24.7K
8,559
+0%
增持
MDLZ
MONDELEZ INTL INC
-$24.2K
3,786
+4%
增持
TFC
TRUIST FINL CORP
+$23.5K
6,446
+0%
增持
ABBV
ABBVIE INC
-$23.1K
7,740
+0%
减持
ET
ENERGY TRANSFER L P
-$23.0K
34,159
-0%
增持
XEL
XCEL ENERGY INC
-$21.9K
3,269
+0%
增持
TSLA
TESLA INC
+$21.5K
3,145
+0%
减持
POCT
INNOVATOR ETFS TRUST
+$20.8K
39,392
-1%
减持
PNC
PNC FINL SVCS GROUP INC
-$20.6K
3,795
-6%
增持
SPSB
SPDR SERIES TRUST
+$17.8K
9,221
+7%
减持
EIX
EDISON INTL
+$17.1K
4,564
-2%
减持
DBL
DOUBLELINE OPPORTUNISTIC CR
-$16.6K
14,000
-5%
减持
AGG
ISHARES TR
-$15.8K
2,364
-6%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$13.9K
2,925
+0%
减持
LQD
ISHARES TR
-$12.4K
2,781
-3%
减持
PLTR
PALANTIR TECHNOLOGIES INC
-$12.3K
1,586
-2%
减持
PJAN
INNOVATOR ETFS TRUST
+$11.0K
12,993
-1%
增持
VTV
VANGUARD INDEX FDS
+$10.8K
2,236
+0%
减持
VYM
VANGUARD WHITEHALL FDS
-$10.4K
1,829
-6%
减持
HDV
ISHARES TR
-$10.0K
2,814
-2%
减持
GE
GE AEROSPACE
+$9.9K
2,413
-1%
增持
VUG
VANGUARD INDEX FDS
+$9.0K
1,034
+0%
减持
VTHR
VANGUARD SCOTTSDALE FDS
+$8.2K
1,734
-0%
减持
MARU
AIM ETF PRODUCTS TRUST
+$8.0K
86,685
-1%
减持
SHEL
SHELL PLC
+$8.0K
26,376
-2%
增持
SCHK
SCHWAB STRATEGIC TR
+$7.8K
10,068
+0%
增持
XLE
SELECT SECTOR SPDR TR
-$7.4K
6,291
+95%
减持
MGK
VANGUARD WORLD FD
-$5.9K
746
-4%
增持
SCHB
SCHWAB STRATEGIC TR
+$5.9K
9,809
+0%
增持
PM
PHILIP MORRIS INTL INC
+$5.6K
2,644
+2%
减持
SDVY
FIRST TR EXCHANGE-TRADED FD
-$5.5K
6,752
-3%
增持
HSY
HERSHEY CO
-$5.4K
3,070
+2%
减持
PAUG
INNOVATOR ETFS TRUST
+$5.3K
33,170
-1%
增持
FDLO
FIDELITY COVINGTON TRUST
+$5.1K
4,756
+0%
增持
IJH
ISHARES TR
+$5.1K
5,763
+0%
增持
LGLV
SPDR SERIES TRUST
-$4.8K
2,356
+0%
减持
PSEP
INNOVATOR ETFS TRUST
+$4.4K
12,396
-1%
减持
ARLU
AIM ETF PRODUCTS TRUST
-$4.1K
131,641
-2%
