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BARNES PETTEY FINANCIAL ADVISORS, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
BARNES PETTEY FINANCIAL ADVISORS, LLC
报告期 2026-03-31 · CIK 0001908288
持仓数
156
前50大市值合计
$179.2M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($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
21Q4
22Q4 调仓
2022-09-30 → 2022-12-31 · 共 91 项
建仓 21
增持 30
减持 35
清仓 5
方向
标的
Δ市值
现股数(环比)
增持
CGGR
CAPITAL GROUP GROWTH ETF
+$3.9M
568,814
+49%
增持
SCHD
SCHWAB STRATEGIC TR
+$2.8M
44,384
+412%
减持
ARKK
ARK ETF TR
-$2.2M
83,064
-35%
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。
建仓
CGUS
CAPITAL GROUP CORE EQUITY ET
+$2.0M
88,445
建仓
OUSM
ALPS ETF TR
+$1.9M
55,423
增持
FVD
FIRST TR VALUE LINE DIVID IN
+$1.6M
202,055
+12%
建仓
PLTR
PALANTIR TECHNOLOGIES INC
+$1.5M
229,190
增持
DFIV
DIMENSIONAL ETF TRUST
+$1.4M
56,874
+345%
增持
RDVY
FIRST TR EXCHANGE-TRADED FD
+$1.3M
59,127
+80%
增持
DIVO
AMPLIFY ETF TR
+$1.2M
70,078
+65%
增持
VUG
VANGUARD INDEX FDS
+$1.1M
13,080
+66%
减持
—
CARNIVAL CORP
-$933.0K
175,205
-47%
增持
—
LEGG MASON ETF INVT TR
+$809.0K
50,610
+101%
建仓
CGDV
CAPITAL GROUP DIVIDEND VALUE
+$716.0K
30,373
建仓
RLY
SSGA ACTIVE ETR TR
+$714.0K
25,922
增持
HAL
HALLIBURTON CO
+$644.0K
38,030
+10%
增持
—
MSP RECOVERY INC
+$627.0K
961,565
+26%
建仓
FTCS
FIRST TR EXCHANGE-TRADED FD
+$617.0K
8,235
建仓
XLV
SELECT SECTOR SPDR TR
+$514.0K
3,784
增持
NIO
NIO INC
+$490.0K
182,618
+123%
建仓
SPSM
SPDR SER TR
+$446.0K
12,058
清仓
GLD
SPDR GOLD TR
-$392.0K
0
-100%
减持
ARKG
ARK ETF TR
-$368.0K
34,531
-15%
建仓
V
VISA INC
+$362.0K
1,740
建仓
EL
LAUDER ESTEE COS INC
+$345.0K
1,391
减持
LOW
LOWES COS INC
-$341.0K
1,401
-58%
清仓
BAC
BK OF AMERICA CORP
-$339.0K
0
-100%
增持
VOO
VANGUARD INDEX FDS
+$316.0K
6,746
+8%
增持
IFV
FIRST TR EXCHANGE-TRADED FD
+$280.0K
52,679
+41%
建仓
TJX
TJX COS INC NEW
+$248.0K
3,111
建仓
SPGI
S&P GLOBAL INC
+$238.0K
710
建仓
ICE
INTERCONTINENTAL EXCHANGE IN
+$236.0K
2,296
建仓
RNST
RENASANT CORP
+$231.0K
6,144
建仓
VGT
VANGUARD WORLD FDS
+$227.0K
711
清仓
VB
VANGUARD INDEX FDS
-$223.0K
0
-100%
清仓
IYT
ISHARES TR
-$223.0K
0
-100%
减持
VTV
VANGUARD INDEX FDS
+$222.0K
13,187
-0%
建仓
IQV
IQVIA HLDGS INC
+$219.0K
1,070
建仓
ITOT
ISHARES TR
+$214.0K
2,523
建仓
UPS
UNITED PARCEL SERVICE INC
+$210.0K
1,209
建仓
PFE
PFIZER INC
+$208.0K
4,050
建仓
VIG
VANGUARD SPECIALIZED FUNDS
+$204.0K
1,344
减持
RJF
RAYMOND JAMES FINL INC
+$193.0K
27,219
-1%
减持
AAPL
APPLE INC
-$185.0K
12,624
-4%
增持
HD
HOME DEPOT INC
+$178.0K
4,309
+0%
增持
JPM
JPMORGAN CHASE & CO
+$178.0K
5,791
+1%
减持
—
EXXON MOBIL CORP
+$167.0K
8,020
-3%
清仓
—
FIRST TR MLP & ENERGY INCOM
-$166.0K
0
-100%
增持
VEU
VANGUARD INTL EQUITY INDEX F
+$160.0K
10,486
+27%
增持
TSLA
TESLA INC
-$130.0K
1,778
+35%
减持
QQQ
INVESCO QQQ TR
-$128.0K
937
-34%
减持
AMZN
AMAZON COM INC
-$116.0K
3,924
-0%
增持
VLO
VALERO ENERGY CORP
+$110.0K
3,191
+16%
增持
AFL
AFLAC INC
+$101.0K
6,055
+1%
减持
FDX
FEDEX CORP
-$100.0K
1,961
-34%
减持
WMT
WALMART INC
+$100.0K
12,284
-3%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$98.0K
3,022
-3%
减持
CVX
CHEVRON CORP NEW
+$97.0K
3,267
-4%
减持
MRK
MERCK & CO INC
+$95.0K
8,428
-14%
减持
PG
PROCTER AND GAMBLE CO
-$84.0K
6,422
-23%
减持
MAA
MID-AMER APT CMNTYS INC
-$82.0K
10,834
-6%
建仓
—
ETF MANAGERS TR
+$78.0K
18,232
增持
AAL
AMERICAN AIRLS GROUP INC
+$72.0K
55,869
+5%
减持
FHN
FIRST HORIZON CORPORATION
-$69.0K
16,666
-20%
增持
MSFT
MICROSOFT CORP
+$68.0K
7,945
+1%
增持
NEE
NEXTERA ENERGY INC
+$66.0K
10,181
+2%
减持
RF
REGIONS FINANCIAL CORP NEW
+$57.0K
44,500
-1%
减持
ZTS
ZOETIS INC
-$53.0K
2,471
-12%
减持
ALL
ALLSTATE CORP
+$52.0K
5,680
-1%
减持
DIS
DISNEY WALT CO
-$52.0K
4,674
-4%
减持
META
META PLATFORMS INC
-$50.0K
2,409
-4%
减持
RSG
REPUBLIC SVCS INC
-$49.0K
6,437
-0%
减持
FV
FIRST TR EXCHANGE-TRADED FD
-$48.0K
12,436
-19%
减持
GOOGL
ALPHABET INC
-$48.0K
5,755
-1%
增持
NVDA
NVIDIA CORPORATION
+$47.0K
1,826
+1%
减持
AZO
AUTOZONE INC
-$43.0K
224
-19%
增持
SDY
SPDR SER TR
+$41.0K
2,362
+3%
增持
KO
COCA COLA CO
+$39.0K
4,799
+1%
增持
IVV
ISHARES TR
+$38.0K
984
+4%
增持
MCD
MCDONALDS CORP
+$37.0K
975
+2%
增持
COWZ
PACER FDS TR
+$36.0K
6,197
+1%
减持
VBR
VANGUARD INDEX FDS
+$24.0K
1,800
-1%
减持
LLY
LILLY ELI & CO
-$23.0K
689
-19%
减持
VFVA
VANGUARD WELLINGTON FD
+$16.0K
4,057
-8%
增持
VZ
VERIZON COMMUNICATIONS INC
+$16.0K
10,960
+0%
减持
SPY
SPDR S&P 500 ETF TR
+$13.0K
1,618
-5%
减持
UNH
UNITEDHEALTH GROUP INC
+$7.0K
743
-3%
增持
CRM
SALESFORCE INC
+$6.0K
2,837
+10%
减持
MINT
PIMCO ETF TR
-$6.0K
6,223
-1%
减持
VBK
VANGUARD INDEX FDS
-$4.0K
1,311
-4%
减持
NSC
NORFOLK SOUTHN CORP
+$2.0K
1,175
-15%
