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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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 127 项
建仓 20
增持 65
减持 35
清仓 7
方向
标的
Δ市值
现股数(环比)
增持
FBCG
FIDELITY COVINGTON TRUST
+$3.4M
83,419
+474%
增持
RDVY
FIRST TR EXCHANGE-TRADED FD
+$3.0M
170,391
+37%
增持
CGGR
CAPITAL GROUP GROWTH ETF
-$2.8M
824,935
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。
+2%
增持
JMEE
J P MORGAN EXCHANGE TRADED F
+$2.6M
56,765
+199%
增持
FENI
FIDELITY COVINGTON TRUST
+$2.1M
104,445
+118%
增持
OAKM
HARRIS OAKMARK ETF TRUST
+$1.7M
70,660
+603%
增持
FMDE
FIDELITY COVINGTON TRUST
+$1.5M
96,598
+74%
增持
DFIV
DIMENSIONAL ETF TRUST
+$1.4M
123,781
+21%
建仓
FNY
FIRST TR EXCHANGE-TRADED ALP
+$1.3M
14,245
建仓
SGOV
ISHARES TR
+$1.3M
12,734
减持
MSFT
MICROSOFT CORP
-$998.5K
7,008
-6%
建仓
VSDB
VANGUARD MALVERN FDS
+$991.1K
12,998
增持
SCHD
SCHWAB STRATEGIC TR
+$971.0K
175,262
+9%
减持
NVDA
NVIDIA CORPORATION
-$958.7K
21,188
-15%
增持
CGIE
CAPITAL GROUP INTERNATIONAL
+$896.3K
78,548
+55%
增持
AIRR
FIRST TR EXCHANGE TRADED FD
+$797.2K
15,468
+66%
增持
DIVO
AMPLIFY ETF TR
+$747.1K
149,871
+12%
增持
CGIC
CAPITAL GROUP INTERNATIONAL
+$636.5K
34,405
+122%
增持
FBND
FIDELITY MERRIMACK STR TR
+$622.9K
69,754
+25%
建仓
VPLS
VANGUARD MALVERN FDS
+$609.0K
7,849
建仓
PVAL
PUTNAM ETF TRUST
+$564.1K
12,158
增持
RLY
SSGA ACTIVE ETF TR
+$538.1K
47,282
+27%
建仓
FESM
FIDELITY COVINGTON TRUST
+$511.8K
13,469
增持
CGDV
CAPITAL GROUP DIVIDEND VALUE
+$510.4K
238,067
+8%
建仓
XAR
SPDR SER TR
+$487.4K
1,919
增持
UTES
ETFIS SER TR I
+$474.5K
8,621
+218%
减持
WMT
WALMART INC
+$466.3K
45,096
-2%
增持
FLXR
TCW ETF TRUST
+$441.8K
17,993
+169%
建仓
PYLD
PIMCO ETF TR
+$431.9K
16,485
建仓
VO
VANGUARD INDEX FDS
+$422.0K
1,469
增持
VFMF
VANGUARD WELLINGTON FD
+$399.8K
14,977
+17%
减持
RJF
RAYMOND JAMES FINL INC
-$394.5K
22,402
-1%
建仓
GRID
FIRST TR EXCHANGE-TRADED FD
+$379.3K
2,319
清仓
DIS
DISNEY WALT CO
-$355.4K
0
-100%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$350.6K
6,611
+18%
减持
—
EXXON MOBIL CORP
+$344.4K
7,147
-1%
减持
NEE
NEXTERA ENERGY INC
+$333.0K
27,283
-0%
增持
DFAS
DIMENSIONAL ETF TRUST
+$310.1K
13,316
+46%
增持
SPSB
SPDR SER TR
+$293.9K
56,338
+22%
减持
LRGE
LEGG MASON ETF INVT
-$283.9K
29,253
-3%
建仓
TMSL
T ROWE PRICE ETF INC
+$269.7K
7,355
清仓
BR
BROADRIDGE FINL SOLUTIONS IN
-$267.8K
0
-100%
减持
VOO
VANGUARD INDEX FDS
-$266.4K
7,126
-1%
建仓
FANG
DIAMONDBACK ENERGY INC
+$257.5K
1,302
清仓
IWD
ISHARES TR
-$257.2K
0
-100%
增持
VTV
VANGUARD INDEX FDS
+$250.1K
13,459
+8%
建仓
HON
HONEYWELL INTL INC
+$249.8K
1,105
建仓
DFAI
DIMENSIONAL ETF TRUST
+$248.1K
6,367
增持
CGMU
CAPITAL GRP FIXED INCM ETF T
+$247.4K
45,354
+26%
增持
SDVY
FIRST TR EXCHANGE TRADED FD
+$242.3K
22,222
+34%
增持
JSCP
J P MORGAN EXCHANGE TRADED F
+$236.2K
21,093
+32%
建仓
T
AT&T INC
+$230.6K
7,954
清仓
PAVE
GLOBAL X FDS
-$229.6K
0
-100%
增持
ARKK
ARK ETF TR
-$221.8K
24,155
+0%
清仓
ABT
ABBOTT LABS
-$216.0K
0
-100%
建仓
JNJ
JOHNSON & JOHNSON
+$211.2K
864
建仓
CMS
CMS ENERGY CORP
+$209.5K
2,700
建仓
VXUS
VANGUARD STAR FDS
+$206.5K
2,678
建仓
RECS
COLUMBIA ETF TR I
+$205.6K
5,273
建仓
BRIE
MFS ACTIVE EXCHANGE TRADED F
+$203.9K
7,539
清仓
TDIV
FIRST TR EXCHANGE-TRADED FD
-$203.6K
0
-100%
减持
AMZN
AMAZON COM INC
-$202.8K
4,901
-8%
清仓
FIXD
FIRST TR EXCHNG TRADED FD VI
-$200.4K
0
-100%
减持
CRM
SALESFORCE INC
-$191.7K
1,485
-16%
减持
AAPL
APPLE INC
-$190.2K
9,764
-1%
增持
ORCL
ORACLE CORP
-$186.3K
4,509
+3%
增持
JGRO
J P MORGAN EXCHANGE TRADED F
+$172.8K
6,894
+56%
增持
JPM
JPMORGAN CHASE & CO
-$172.4K
6,155
+0%
减持
MRK
MERCK & CO INC
+$160.1K
11,611
-1%
增持
TAFM
AB ACTIVE ETS INC
+$142.9K
37,369
+18%
增持
COST
COSTCO WHSL CORP NEW
+$135.8K
627
+11%
增持
CGUS
CAPITAL GROUP CORE EQUITY ET
-$134.5K
96,768
+1%
增持
FYC
FIRST TR EXCHANGE-TRADED ALP
+$128.6K
4,614
+39%
增持
META
META PLATFORMS INC
-$123.7K
1,519
+1%
减持
MAA
MID-AMER APT CMNTYS INC
-$118.5K
6,964
-0%
增持
QQQ
INVESCO QQQ TR
-$117.9K
3,232
+0%
增持
CGMS
CAPITAL GRP FIXED INCM ETF T
+$96.8K
30,463
+15%
增持
VTI
VANGUARD INDEX FDS
+$95.2K
1,279
+36%
减持
TSLA
TESLA INC
-$87.7K
935
-3%
减持
BIL
SPDR SER TR
-$87.2K
8,990
-10%
减持
CVX
CHEVRON CORP NEW
+$85.9K
2,967
-14%
增持
SMH
VANECK ETF TRUST
+$81.9K
844
+26%
增持
OUSM
ALPS ETF TR
+$80.3K
70,368
+3%
减持
RF
REGIONS FINANCIAL CORP NEW
-$70.6K
56,794
-1%
增持
CGHM
CAPITAL GRP FIXED INCM ETF T
+$59.5K
21,887
+13%
减持
FVD
FIRST TR EXCHANGE TRADED FD
-$58.9K
57,374
-4%
减持
SPY
SPDR S&P 500 ETF TR
-$58.0K
1,469
-1%
增持
IVV
ISHARES TR
-$56.9K
5,225
+3%
增持
VFLO
VICTORY PORTFOLIOS II
+$54.0K
42,947
+3%
增持
MCD
MCDONALDS CORP
+$53.9K
1,078
+17%
增持
COWZ
PACER FDS TR
+$44.5K
15,304
+1%
增持
FTMH
PUTNAM ETF TRUST
+$42.6K
167,354
+3%
增持
—
EATON CORP PLC
+$42.5K
841
+4%
减持
CSCO
CISCO SYS INC
-$38.1K
2,620
-16%
减持
EMBX
VANECK FDS
-$36.6K
20,862
-2%
减持
GDX
VANECK ETF TRUST
-$34.9K
5,435
-13%
增持
V
VISA INC
-$34.4K
2,156
+10%
减持
FHN
FIRST HORIZON CORPORATION
-$33.6K
19,146
-3%
减持
VGT
VANGUARD WORLD FDS
-$30.1K
514
-0%
减持
DELL
DELL TECHNOLOGIES INC
+$27.0K
1,588
-14%
增持
IWF
ISHARES TR
-$26.6K
2,959
+9%
减持
ABBV
ABBVIE INC
-$26.5K
2,157
-1%
减持
GSGO
GOLDMAN SACHS ETF TR
-$23.5K
5,485
-2%
减持
GLD
SPDR GOLD TR
+$23.2K
789
-1%
增持
NBSM
NEUBERGER BERMAN ETF TRUST
+$22.0K
10,350
+9%
增持
VEU
VANGUARD INTL EQUITY INDEX F
+$19.2K
11,296
+0%
增持
VBR
VANGUARD INDEX FDS
+$15.4K
2,058
+1%
增持
VOE
VANGUARD INDEX FDS
+$15.0K
1,617
+1%
减持
RSG
REPUBLIC SVCS INC
+$13.8K
6,425
-2%
减持
VCSH
VANGUARD SCOTTSDALE FDS
-$12.8K
5,781
-2%
增持
BA
BOEING CO
-$12.8K
1,307
+4%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$12.2K
1,925
+5%
减持
NSC
NORFOLK SOUTHN CORP
-$12.0K
1,100
-3%
增持
VUG
VANGUARD INDEX FDS
+$11.6K
9,003
+12%
减持
JPEM
J P MORGAN EXCHANGE TRADED F
+$11.2K
8,236
-0%
减持
AZO
AUTOZONE INC
-$10.8K
295
-1%
增持
SCHF
SCHWAB STRATEGIC TR
+$8.9K
9,676
+1%
增持
IJH
ISHARES TR
+$7.2K
4,643
+0%
减持
RNST
RENASANT CORP
-$6.9K
6,713
-5%
减持
VEA
VANGUARD TAX-MANAGED FDS
-$6.9K
4,147
-5%
增持
IBM
INTERNATIONAL BUSINESS MACHS
-$5.4K
964
+19%
增持
CGXU
CAPITAL GROUP INTL FOCUS EQT
+$5.3K
34,978
+1%
增持
GOOG
ALPHABET INC
-$3.0K
776
+8%
增持
MUNI
PIMCO ETF TR
+$2.2K
10,543
+1%
增持
XLV
SELECT SECTOR SPDR TR
+$2.1K
2,496
+6%
增持
UPS
UNITED PARCEL SERVICE INC
-$1.5K
2,287
+0%
增持
HMOP
HARTFORD FDS EXCHANGE TRADED
-$235
14,085
+1%
