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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
25Q4 调仓
2025-09-30 → 2025-12-31 · 共 106 项
建仓 19
增持 52
减持 33
清仓 2
方向
标的
Δ市值
现股数(环比)
增持
CGDV
CAPITAL GROUP DIVIDEND VALUE
+$2.8M
220,370
+36%
建仓
FMDE
FIDELITY COVINGTON TRUST
+$2.0M
55,370
建仓
FTMH
PUTNAM ETF TRUST
+$1.9M
163,090
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
CGGR
CAPITAL GROUP GROWTH ETF
+$1.4M
808,580
+3%
建仓
EMBX
VANECK FDS
+$1.1M
21,370
增持
QQQ
INVESCO QQQ TR
+$1.0M
3,228
+97%
减持
SCHD
SCHWAB STRATEGIC TR
-$944.3K
160,629
-18%
建仓
TAFM
AB ACTIVE ETS INC
+$802.3K
31,562
增持
FBCG
FIDELITY COVINGTON TRUST
+$588.1K
14,544
+272%
增持
CGMU
CAPITAL GRP FIXED INCM ETF T
+$564.3K
35,936
+134%
建仓
MUNI
PIMCO ETF TR
+$548.1K
10,458
建仓
HMOP
HARTFORD FDS EXCHANGE TRADED
+$545.9K
13,958
建仓
CGIC
CAPITAL GROUP INTERNATIONAL
+$502.6K
15,466
建仓
CGHM
CAPITAL GRP FIXED INCM ETF T
+$494.7K
19,413
增持
GOOGL
ALPHABET INC
+$469.6K
6,095
+3%
增持
VOO
VANGUARD INDEX FDS
+$450.3K
7,215
+8%
增持
DFIV
DIMENSIONAL ETF TRUST
+$443.8K
102,521
+1%
增持
FBND
FIDELITY MERRIMACK STR TR
+$440.9K
55,588
+21%
增持
FENI
FIDELITY COVINGTON TRUST
+$418.2K
47,997
+27%
增持
RDVY
FIRST TR EXCHANGE-TRADED FD
+$402.3K
124,340
+2%
增持
JMEE
J P MORGAN EXCHANGE TRADED F
+$341.1K
19,006
+37%
建仓
FYC
FIRST TR EXCHANGE-TRADED ALP
+$318.8K
3,317
建仓
OAKM
HARRIS OAKMARK ETF TRUST
+$284.9K
10,045
增持
RLY
SSGA ACTIVE ETF TR
+$283.4K
37,241
+30%
减持
AZO
AUTOZONE INC
-$271.2K
297
-0%
建仓
FLXR
TCW ETF TRUST
+$264.8K
6,687
增持
DIVO
AMPLIFY ETF TR
+$261.2K
134,261
+5%
增持
HD
HOME DEPOT INC
-$259.0K
4,306
+0%
增持
CGIE
CAPITAL GROUP INTERNATIONAL
+$251.7K
50,552
+13%
减持
CSCO
CISCO SYS INC
-$246.7K
3,134
-56%
增持
AIRR
FIRST TR EXCHANGE TRADED FD
+$244.1K
9,320
+34%
减持
ARKK
ARK ETF TR
-$243.7K
24,108
-1%
建仓
SMH
VANECK ETF TRUST
+$241.6K
671
增持
RJF
RAYMOND JAMES FINL INC
-$234.9K
22,655
+1%
增持
VUG
VANGUARD INDEX FDS
+$232.3K
8,037
+4%
建仓
UPS
UNITED PARCEL SERVICE INC
+$226.6K
2,284
建仓
GOOG
ALPHABET INC
+$225.6K
719
清仓
T
AT&T INC
-$225.6K
0
-100%
建仓
GSGO
GOLDMAN SACHS ETF TR
+$224.1K
5,579
增持
VFLO
VICTORY PORTFOLIOS II
+$216.7K
41,685
+10%
建仓
UTES
ETFIS SER TR I
+$214.3K
2,715
增持
MSFT
MICROSOFT CORP
-$212.5K
7,428
+1%
清仓
HON
HONEYWELL INTL INC
-$211.6K
0
-100%
建仓
RTX
RTX CORPORATION
+$208.0K
1,134
建仓
TDIV
FIRST TR EXCHANGE-TRADED FD
+$203.6K
2,102
建仓
FIXD
FIRST TR EXCHNG TRADED FD VI
+$200.4K
4,521
减持
DELL
DELL TECHNOLOGIES INC
-$197.2K
1,856
-39%
减持
MRK
MERCK & CO INC
+$189.8K
11,748
-6%
减持
TSLA
TESLA INC
-$177.5K
968
-30%
减持
AAPL
APPLE INC
+$164.7K
9,815
-0%
减持
FVD
FIRST TR EXCHANGE TRADED FD
-$151.7K
59,836
-5%
增持
CGMS
CAPITAL GRP FIXED INCM ETF T
+$149.6K
26,531
+26%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$143.3K
5,605
+5%
减持
FDX
FEDEX CORP
+$138.1K
2,795
-2%
减持
WMT
WALMART INC
+$126.5K
46,119
-5%
增持
DFAS
DIMENSIONAL ETF TRUST
+$116.4K
9,144
+20%
增持
AMZN
AMAZON COM INC
+$102.5K
5,301
+4%
增持
IVV
ISHARES TR
+$98.0K
5,066
+1%
增持
VTV
VANGUARD INDEX FDS
+$90.8K
12,518
+2%
减持
OUSM
ALPS ETF TR
-$90.3K
68,533
-1%
增持
CGUS
CAPITAL GROUP CORE EQUITY ET
+$87.9K
95,758
+1%
增持
JSCP
J P MORGAN EXCHANGE TRADED F
+$75.1K
16,010
+11%
增持
NVDA
NVIDIA CORPORATION
+$70.2K
24,954
+2%
减持
LRGE
LEGG MASON ETF INVT
-$69.0K
30,165
-2%
增持
CRM
SALESFORCE INC
+$67.2K
1,770
+4%
增持
VCSH
VANGUARD SCOTTSDALE FDS
+$64.2K
5,909
+16%
增持
JGRO
J P MORGAN EXCHANGE TRADED F
+$61.1K
4,417
+19%
减持
VOE
VANGUARD INDEX FDS
-$56.0K
1,596
-18%
减持
CVX
CHEVRON CORP NEW
-$55.2K
3,464
-8%
减持
CAT
CATERPILLAR INC
+$55.1K
670
-3%
增持
JPM
JPMORGAN CHASE & CO
+$54.1K
6,154
+1%
减持
GDX
VANECK ETF TRUST
+$50.4K
6,222
-2%
减持
—
EXXON MOBIL CORP
+$49.9K
7,214
-1%
减持
IFV
FIRST TR EXCHANGE TRADED FD
-$48.3K
16,424
-12%
增持
V
VISA INC
+$46.6K
1,956
+4%
增持
VEU
VANGUARD INTL EQUITY INDEX F
+$46.5K
11,272
+3%
增持
META
META PLATFORMS INC
-$43.4K
1,504
+7%
增持
SPY
SPDR S&P 500 ETF TR
+$38.0K
1,486
+2%
减持
ALL
ALLSTATE CORP
-$37.9K
4,839
-1%
增持
XLV
SELECT SECTOR SPDR TR
+$37.1K
2,351
+0%
增持
SPSB
SPDR SER TR
+$37.0K
46,365
+3%
增持
CGXU
CAPITAL GROUP INTL FOCUS EQT
+$35.0K
34,726
+4%
减持
ROK
ROCKWELL AUTOMATION INC
+$34.1K
1,100
-2%
减持
UNP
UNION PAC CORP
-$34.0K
2,153
-4%
减持
RF
REGIONS FINANCIAL CORP NEW
+$33.9K
57,347
-1%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$27.3K
4,364
+7%
增持
SDVY
FIRST TR EXCHANGE TRADED FD
+$26.7K
16,542
+4%
减持
FHN
FIRST HORIZON CORPORATION
-$24.3K
19,639
-10%
增持
IJH
ISHARES TR
+$23.2K
4,642
+7%
减持
VFMF
VANGUARD WELLINGTON FD
+$22.5K
12,757
-3%
增持
NBSM
NEUBERGER BERMAN ETF TRUST
+$21.3K
9,461
+10%
减持
MAA
MID-AMER APT CMNTYS INC
-$20.1K
6,975
-1%
增持
JPEM
J P MORGAN EXCHANGE TRADED F
+$19.0K
8,239
+1%
增持
VBR
VANGUARD INDEX FDS
+$17.0K
2,038
+3%
减持
—
ASML HOLDING N V
+$16.7K
250
-3%
增持
IJR
ISHARES TR
+$12.6K
2,674
+3%
增持
PLTR
PALANTIR TECHNOLOGIES INC
-$11.1K
2,407
+0%
减持
COWZ
PACER FDS TR
+$10.6K
15,172
-3%
增持
TRMK
TRUSTMARK CORP
+$10.5K
11,336
+4%
增持
VGT
VANGUARD WORLD FDS
+$8.3K
516
+1%
减持
SCHF
SCHWAB STRATEGIC TR
+$7.3K
9,593
-0%
减持
IVW
ISHARES TR
+$5.7K
3,229
-1%
减持
BIL
SPDR SER TR
-$4.7K
9,970
-0%
增持
PAVE
GLOBAL X FDS
+$4.7K
4,804
+2%
减持
IEFA
ISHARES TR
-$1.6K
2,939
-3%
减持
VIG
VANGUARD SPECIALIZED FUNDS
+$1.4K
1,828
-1%
