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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
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 110 项
建仓 18
增持 75
减持 15
清仓 2
方向
标的
Δ市值
现股数(环比)
增持
CGGR
CAPITAL GROUP GROWTH ETF
+$3.8M
786,838
+4%
增持
RJF
RAYMOND JAMES FINL INC
+$2.1M
22,439
+91%
增持
NEE
NEXTERA ENERGY INC
+$1.6M
27,417
+341%
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
NVDA
NVIDIA CORPORATION
+$1.2M
24,567
+16%
增持
CGDV
CAPITAL GROUP DIVIDEND VALUE
+$1.2M
162,187
+14%
增持
AAPL
APPLE INC
+$1.1M
9,832
+39%
增持
RDVY
FIRST TR EXCHANGE-TRADED FD
+$926.7K
122,444
+5%
增持
FBND
FIDELITY MERRIMACK STR TR
+$926.0K
45,813
+76%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$777.6K
5,319
+36%
增持
VOO
VANGUARD INDEX FDS
+$763.2K
6,653
+14%
增持
MSFT
MICROSOFT CORP
+$626.5K
7,346
+15%
建仓
TSLA
TESLA INC
+$612.8K
1,378
增持
DIVO
AMPLIFY ETF TR
+$587.4K
128,189
+6%
增持
VTV
VANGUARD INDEX FDS
+$583.3K
12,333
+27%
增持
WMT
WALMART INC
+$582.2K
48,628
+7%
减持
FVD
FIRST TR EXCHANGE TRADED FD
-$548.3K
62,909
-19%
增持
ORCL
ORACLE CORP
+$529.8K
4,359
+37%
建仓
ABBV
ABBVIE INC
+$502.2K
2,169
建仓
CSCO
CISCO SYS INC
+$488.1K
7,134
增持
CGIE
CAPITAL GROUP INTERNATIONAL
+$475.5K
44,737
+43%
增持
GOOGL
ALPHABET INC
+$455.2K
5,916
+6%
增持
AIRR
FIRST TR EXCHANGE TRADED FD
+$447.1K
6,953
+151%
增持
SCHD
SCHWAB STRATEGIC TR
+$434.0K
195,980
+6%
增持
AZO
AUTOZONE INC
+$432.1K
298
+31%
建仓
DELL
DELL TECHNOLOGIES INC
+$430.8K
3,039
建仓
CGMU
CAPITAL GRP FIXED INCM ETF T
+$419.6K
15,376
增持
MRK
MERCK & CO INC
+$417.2K
12,472
+57%
建仓
WELL
WELLTOWER INC
+$405.6K
2,277
建仓
ROK
ROCKWELL AUTOMATION INC
+$393.9K
1,127
增持
VFLO
VICTORY PORTFOLIOS II
+$367.6K
37,995
+27%
增持
RLY
SSGA ACTIVE ETF TR
+$365.4K
28,751
+60%
增持
FDX
FEDEX CORP
+$361.5K
2,838
+110%
增持
FENI
FIDELITY COVINGTON TRUST
+$352.6K
37,913
+28%
增持
VUG
VANGUARD INDEX FDS
+$349.4K
7,691
+1%
减持
DFIV
DIMENSIONAL ETF TRUST
+$331.8K
101,301
-0%
建仓
IJR
ISHARES TR
+$308.7K
2,598
建仓
GLD
SPDR GOLD TR
+$283.7K
798
建仓
IJH
ISHARES TR
+$283.2K
4,339
增持
EPD
ENTERPRISE PRODUCTS PARTNERS L
+$275.7K
15,750
+125%
减持
ARKK
ARK ETF TR
+$269.3K
24,311
-7%
建仓
IEFA
ISHARES TR
+$264.5K
3,030
增持
AMZN
AMAZON COM INC
+$263.7K
5,106
+31%
建仓
GS
GOLDMAN SACHS GROUP INC
+$262.8K
330
建仓
MEDP
MEDPACE HLDGS INC
+$257.1K
500
减持
CGUS
CAPITAL GROUP CORE EQUITY ET
+$242.5K
95,205
-0%
增持
JPM
JPMORGAN CHASE & CO
+$235.8K
6,115
+5%
建仓
ABT
ABBOTT LABS
+$230.9K
1,724
增持
RF
REGIONS FINANCIAL CORP NEW
+$229.2K
57,649
+5%
清仓
LECO
LINCOLN ELEC HLDGS INC
-$228.7K
0
-100%
建仓
T
AT&T INC
+$225.6K
7,987
清仓
UPS
UNITED PARCEL SERVICE INC
-$221.7K
0
-100%
建仓
NBSM
NEUBERGER BERMAN ETF TRUST
+$217.5K
8,588
增持
FHN
FIRST HORIZON CORPORATION
+$216.4K
21,834
+67%
建仓
HON
HONEYWELL INTL INC
+$211.6K
1,005
建仓
FBCG
FIDELITY COVINGTON TRUST
+$209.5K
3,905
增持
SDVY
FIRST TR EXCHANGE TRADED FD
+$208.5K
15,971
+41%
减持
IVV
ISHARES TR
+$192.9K
5,038
-2%
增持
HD
HOME DEPOT INC
+$173.3K
4,296
+0%
增持
IVW
ISHARES TR
+$161.1K
3,250
+55%
增持
—
EXXON MOBIL CORP
+$161.1K
7,257
+19%
增持
DFAS
DIMENSIONAL ETF TRUST
+$159.8K
7,605
+34%
增持
GDX
VANECK ETF TRUST
+$158.0K
6,326
+1%
增持
VFMF
VANGUARD WELLINGTON FD
+$157.4K
13,172
+2%
增持
QQQ
INVESCO QQQ TR
+$149.8K
1,636
+8%
增持
JSCP
J P MORGAN EXCHANGE TRADED F
+$135.6K
14,414
+24%
增持
CGMS
CAPITAL GRP FIXED INCM ETF T
+$134.4K
21,015
+29%
增持
CVX
CHEVRON CORP NEW
+$131.8K
3,755
+19%
增持
IWF
ISHARES TR
+$130.8K
2,722
+1%
增持
COWZ
PACER FDS TR
+$130.7K
15,700
+12%
增持
SPY
SPDR S&P 500 ETF TR
+$130.1K
1,464
+7%
增持
JMEE
J P MORGAN EXCHANGE TRADED F
+$123.9K
13,912
+9%
增持
CGXU
CAPITAL GROUP INTL FOCUS EQT
+$123.4K
33,461
+5%
增持
OUSM
ALPS ETF TR
+$122.5K
68,928
+0%
增持
XLV
SELECT SECTOR SPDR TR
+$109.5K
2,347
+46%
减持
META
META PLATFORMS INC
-$107.1K
1,411
-9%
增持
NSC
NORFOLK SOUTHN CORP
+$101.6K
1,135
+21%
增持
VEU
VANGUARD INTL EQUITY INDEX F
+$97.4K
10,966
+8%
增持
VCSH
VANGUARD SCOTTSDALE FDS
+$86.5K
5,090
+26%
增持
DAL
DELTA AIR LINES INC DEL
+$80.6K
5,239
+19%
增持
AFL
AFLAC INC
+$80.0K
6,068
+7%
增持
CAT
CATERPILLAR INC
+$76.4K
689
+6%
增持
VOE
VANGUARD INDEX FDS
+$76.1K
1,943
+22%
增持
JGRO
J P MORGAN EXCHANGE TRADED F
+$74.7K
3,721
+17%
增持
VLO
VALERO ENERGY CORP
+$71.5K
1,816
+3%
增持
CRM
SALESFORCE INC
-$59.1K
1,695
+0%
增持
HWC
HANCOCK WHITNEY CORPORATION
+$56.3K
5,964
+8%
减持
PG
PROCTER AND GAMBLE CO
-$56.1K
5,844
-2%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$53.4K
1,855
+9%
增持
—
ASML HOLDING N V
+$50.4K
259
+4%
增持
LLY
ELI LILLY & CO
+$47.8K
549
+15%
增持
—
EATON CORP PLC
+$44.3K
811
+12%
增持
SPSB
SPDR SER TR
+$39.5K
45,004
+3%
增持
RSG
REPUBLIC SVCS INC
-$38.6K
6,575
+5%
减持
DIS
DISNEY WALT CO
-$37.8K
3,124
-2%
减持
PLTR
PALANTIR TECHNOLOGIES INC
+$34.2K
2,406
-19%
减持
SPSM
SPDR SER TR
+$32.6K
12,226
-2%
增持
VBR
VANGUARD INDEX FDS
+$30.7K
1,988
+1%
增持
BA
BOEING CO
+$29.3K
1,257
+9%
减持
LOW
LOWES COS INC
+$27.4K
1,346
-4%
增持
JPEM
J P MORGAN EXCHANGE TRADED F
+$27.0K
8,161
+1%
增持
VTI
VANGUARD INDEX FDS
+$23.1K
940
+0%
增持
V
VISA INC
-$21.7K
1,873
+1%
增持
BIV
VANGUARD BD INDEX FDS
+$17.9K
9,186
+2%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$12.3K
4,094
+0%
增持
MAA
MID-AMER APT CMNTYS INC
+$10.2K
7,078
+7%
减持
BIL
SPDR SER TR
-$7.0K
9,981
-1%
减持
LRGE
LEGG MASON ETF INVT
-$5.7K
30,625
-5%
增持
IBM
INTERNATIONAL BUSINESS MACHS
-$4.9K
807
+2%
减持
UNP
UNION PAC CORP
+$4.0K
2,251
-2%
减持
RCG
RENN FD INC
-$2.7K
12,289
-4%
