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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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 150 项
建仓 21
增持 62
减持 56
清仓 11
方向
标的
Δ市值
现股数(环比)
增持
TBUX
T ROWE PRICE ETF INC
+$37.2M
3,403,290
+28%
建仓
HYGH
ISHARES U S ETF TR
+$14.9M
174,313
减持
—
EXXON MOBIL CORP
+$10.8M
219,242
-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。
增持
MSFT
MICROSOFT CORP
-$8.4M
85,093
+3%
增持
CVX
CHEVRON CORPORATION
+$7.5M
133,216
+1%
建仓
GSK
GSK PLC
+$7.0M
127,516
减持
AVGO
BROADCOM INC
-$6.2M
142,971
-2%
减持
SLV
ISHARES SILVER TR
-$5.8M
88,866
-52%
增持
SRLN
SSGA ACTIVE ETF TR
+$4.5M
191,140
+147%
增持
VZ
VERIZON COMMUNICATIONS INC
+$4.3M
425,683
+2%
减持
GOOG
ALPHABET INC
-$4.2M
124,768
-2%
减持
JNJ
JOHNSON & JOHNSON
+$4.2M
123,176
-2%
增持
HON
HONEYWELL INTL INC
+$3.6M
91,237
+5%
增持
JPM
JPMORGAN CHASE & CO
-$3.1M
110,769
+0%
增持
SHY
ISHARES TR
+$2.8M
38,374
+705%
增持
MRK
MERCK & CO INC
+$2.8M
176,368
+1%
建仓
DDFF
INNOVATOR ETFS TRUST
+$2.7M
144,077
增持
AMZN
AMAZON COM INC
-$2.7M
165,049
+3%
减持
XLK
SELECT SECTOR SPDR TR
-$2.6M
238,292
-0%
增持
AAPL
APPLE INC
-$2.6M
177,700
+1%
增持
SPTM
SPDR SERIES TRUST
-$2.5M
1,032,092
+1%
建仓
BLK
BLACKROCK INC
+$2.3M
2,398
增持
DUK
DUKE ENERGY CORP NEW
+$2.2M
148,064
+1%
增持
TMO
THERMO FISHER SCIENTIFIC INC
-$2.2M
27,422
+1%
增持
IBM
INTERNATIONAL BUSINESS MACHS
-$2.1M
40,347
+0%
建仓
VCSH
VANGUARD SCOTTSDALE FDS
+$2.1M
26,527
增持
MA
MASTERCARD INCORPORATED
-$2.1M
30,192
+0%
建仓
TOTL
SSGA ACTIVE ETF TR
+$2.0M
50,253
减持
LMT
LOCKHEED MARTIN CORP
+$1.8M
15,501
-1%
增持
KMI
KINDER MORGAN INC DEL
+$1.8M
291,692
+0%
减持
WMT
WALMART INC
+$1.6M
152,519
-2%
减持
USMV
ISHARES TR
-$1.5M
366,628
-3%
增持
SO
SOUTHERN CO
+$1.4M
108,109
+5%
建仓
DDFJ
INNOVATOR ETFS TRUST
+$1.3M
71,577
增持
MO
ALTRIA GROUP INC
+$1.3M
139,776
+2%
减持
QUAL
ISHARES TR
-$1.2M
159,880
-0%
建仓
GDX
VANECK ETF TRUST
+$818.8K
8,922
建仓
WAT
WATERS CORP
+$806.7K
2,709
增持
BAC
BANK AMERICA CORP
-$758.9K
163,559
+3%
增持
PG
PROCTER & GAMBLE CO
+$757.4K
128,976
+3%
增持
PEP
PEPSICO INC
+$694.8K
54,501
+1%
增持
CAT
CATERPILLAR INC
+$686.5K
5,046
+0%
增持
META
META PLATFORMS INC
-$668.5K
14,154
+7%
建仓
WEC
WEC ENERGY GROUP INC
+$656.9K
5,674
减持
GS
GOLDMAN SACHS GROUP INC
-$572.5K
11,597
-2%
增持
UPS
UNITED PARCEL SVCS INC
+$516.6K
54,246
+12%
减持
SOLS
SOLSTICE ADVANCED MATLS INC
+$453.5K
18,469
-6%
建仓
DDFM
INNOVATOR ETFS TRUST
+$433.1K
23,071
增持
BDX
BECTON DICKINSON & CO
-$428.0K
25,573
+12%
减持
SHEL
SHELL PLC
+$427.4K
25,436
-4%
建仓
BIL
SPDR SERIES TRUST
+$424.3K
4,630
减持
VOO
VANGUARD INDEX FDS
-$358.0K
11,277
-0%
增持
GOOGL
ALPHABET INC
-$350.3K
20,920
+3%
减持
VBR
VANGUARD INDEX FDS
-$349.9K
25,911
-8%
减持
VTI
VANGUARD INDEX FDS
-$346.4K
3,213
-22%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$344.3K
29,304
+2%
建仓
SCHD
SCHWAB STRATEGIC TR
+$341.7K
11,139
减持
COST
COSTCO WHOLESALE CORPORATION
+$339.1K
2,812
-2%
减持
CRM
SALESFORCE INC
-$321.1K
3,097
-9%
清仓
PHYS
SPROTT ASSET MANAGEMENT LP
-$315.7K
0
-100%
减持
AKRE
PROFESIONALLY MANAGED PORTFO
-$306.0K
14,377
-12%
减持
GLD
SPDR GOLD TR
-$299.4K
53,901
-9%
建仓
COP
CONOCOPHILLIPS
+$296.1K
2,243
增持
IAU
ISHARES GOLD TR
+$291.7K
5,594
+125%
建仓
SPLV
INVESCO EXCH TRADED FD TR II
+$283.4K
3,875
建仓
MPC
MARATHON PETE CORP
+$280.3K
1,148
建仓
—
JOHNSON CONTROLS INTERNATION
+$256.9K
1,962
增持
TCAF
T ROWE PRICE ETF INC
+$245.8K
418,559
+9%
增持
TSLA
TESLA INC
-$241.1K
3,156
+0%
增持
LLY
ELI LILLY & CO
-$238.9K
2,250
+5%
清仓
FPEI
FIRST TR EXCH TRADED FD III
-$238.1K
0
-100%
增持
HD
HOME DEPOT INC
-$237.5K
33,248
+2%
清仓
ADP
AUTOMATIC DATA PROCESSING IN
-$234.9K
0
-100%
建仓
WMB
WILLIAMS COS INC
+$232.1K
3,189
建仓
ROK
ROCKWELL AUTOMATION INC
+$227.2K
633
清仓
HOOD
ROBINHOOD MKTS INC
-$226.1K
0
-100%
建仓
OKE
ONEOK INC NEW
+$223.7K
2,475
清仓
GLXY
GALAXY DIGITAL INC.
-$216.9K
0
-100%
清仓
PAYX
PAYCHEX INC
-$211.6K
0
-100%
建仓
BP
BP PLC
+$211.0K
4,488
清仓
MDLZ
MONDELEZ INTL INC
-$203.8K
0
-100%
清仓
SCHF
SCHWAB STRATEGIC TR
-$201.9K
0
-100%
减持
VUG
VANGUARD INDEX FDS
-$180.9K
741
-28%
增持
SCHO
SCHWAB STRATEGIC TR
+$180.5K
45,397
+20%
增持
AMAT
APPLIED MATLS INC
+$179.8K
2,041
+1%
减持
DIS
DISNEY WALT CO
-$166.9K
7,693
-4%
增持
KO
COCA COLA CO
+$162.9K
25,887
+0%
减持
JANU
AIM ETF PRODUCTS TRUST
-$155.3K
53,034
-7%
增持
GEV
GE VERNOVA INC
+$144.3K
631
+1%
减持
RTX
RTX CORPORATION
+$138.3K
24,736
-2%
减持
SEPU
AIM ETF PRODUCTS TRUST
-$136.3K
122,394
-1%
清仓
F
FORD MTR CO
-$132.8K
0
-100%
减持
PJUL
INNOVATOR ETFS TRUST
-$132.3K
35,038
-7%
减持
MARU
AIM ETF PRODUCTS TRUST
-$125.1K
85,014
-2%
增持
TSM
TAIWAN SEMICONDUCTOR MANUFAC
+$120.6K
1,159
+30%
增持
T
AT&T INC
+$118.8K
25,586
+2%
减持
GLW
CORNING INC
+$118.5K
5,170
-23%
增持
ABT
ABBOTT LABORATORIES
-$117.0K
7,581
+6%
增持
CEG
CONSTELLATION ENERGY CORP
-$115.9K
1,714
+2%
增持
CSCO
CISCO SYS INC
+$114.2K
151,296
+0%
增持
UNP
UNION PAC CORP
+$114.1K
3,709
+9%
减持
QQQ
INVESCO QQQ TR
-$113.8K
1,723
-4%
增持
ARLU
AIM ETF PRODUCTS TRUST
-$113.3K
135,127
+3%
减持
AEP
AMERICAN ELEC PWR CO INC
+$112.7K
8,389
-2%
减持
ORCL
ORACLE CORP
-$110.5K
2,192
-1%
增持
ET
ENERGY TRANSFER L P
+$100.4K
34,386
+1%
增持
EMR
EMERSON ELEC CO
+$100.3K
3,637
+28%
增持
WELL
WELLTOWER INC
+$85.1K
5,113
+3%
增持
ABBV
ABBVIE INC
-$84.2K
7,745
+0%
增持
NVDA
NVIDIA CORPORATION
+$83.8K
73,715
+8%
增持
EPD
ENTERPRISE PRODS PARTNERS L
+$81.6K
9,315
+10%
减持
XLE
SELECT SECTOR SPDR TR
+$79.6K
5,891
-6%
减持
CVS
CVS HEALTH CORP
-$76.7K
7,825
-3%
增持
SPY
STATE STR SPDR S&P 500 ETF T
-$74.8K
4,363
+2%
减持
PJUN
INNOVATOR ETFS TRUST
-$74.1K
111,199
-1%
减持
VLO
VALERO ENERGY CORP
+$73.2K
2,800
-26%
增持
FYX
FIRST TR EXCHANGE-TRADED ALP
+$72.0K
11,569
+0%
减持
FTCS
FIRST TR EXCHANGE-TRADED FD
-$71.5K
10,104
-7%
增持
DE
DEERE & CO
+$70.6K
603
+4%
增持
DVY
ISHARES TR
+$69.9K
1,979
+22%
增持
NKE
NIKE INC
-$63.8K
6,257
+1%
减持
SCHX
SCHWAB STRATEGIC TR
-$60.4K
13,997
-10%
增持
CSX
CSX CORP
+$60.2K
9,844
+4%
增持
QCOM
QUALCOMM INC
-$60.0K
2,229
+10%
清仓
IAUX
I-80 GOLD CORP
-$57.5K
0
-100%
减持
NFLX
NETFLIX INC.
-$57.3K
15,892
-6%
减持
PLTR
PALANTIR TECHNOLOGIES INC
-$57.2K
1,536
-3%
减持
NEE
NEXTERA ENERGY INC
+$56.5K
10,929
-8%
减持
FEBU
AIM ETF PRODUCTS TRUST
-$53.9K
70,194
-0%
减持
PFE
PFIZER INC
+$53.5K
27,406
-5%
减持
EIX
EDISON INTL
+$52.8K
4,465
-2%
减持
XLV
SELECT SECTOR SPDR TR
-$50.6K
2,105
-9%
增持
PM
PHILIP MORRIS INTL INC
+$48.1K
2,856
+8%
增持
GE
GE AEROSPACE
-$46.6K
2,455
+2%
减持
IVV
ISHARES TR
-$45.9K
1,325
-0%
减持
PMAY
INNOVATOR ETFS TRUST
-$45.9K
89,327
-2%
减持
PSEP
INNOVATOR ETFS TRUST
-$44.2K
11,559
-7%
减持
PMAR
INNOVATOR ETFS TRUST
-$44.1K
6,333
-13%
减持
VOOG
VANGUARD ADMIRAL FDS INC
-$43.9K
515
-10%
增持
HDV
ISHARES TR
+$40.3K
2,818
+0%
减持
HSY
HERSHEY CO
+$38.6K
2,873
-6%
减持
POCT
INNOVATOR ETFS TRUST
-$38.4K
39,242
-0%
增持
PJAN
INNOVATOR ETFS TRUST
+$37.3K
14,052
+8%
减持
IJR
ISHARES TR
-$36.3K
2,633
-13%
减持
PAUG
INNOVATOR ETFS TRUST
-$36.1K
32,737
-1%
减持
GM
GENERAL MTRS CO
-$35.9K
4,986
-0%
减持
—
EATON CORP PLC
+$34.9K
1,311
-4%
清仓
OMEX
ODYSSEY MARINE EXPL INC
-$34.8K
0
-100%
增持
MGK
VANGUARD WORLD FD
-$33.6K
747
+0%
减持
DBL
DOUBLELINE OPPORTUNISTIC CR
-$33.2K
12,350
-12%