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Resurgent Financial Advisors LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心

Resurgent Financial Advisors LLC

报告期 2026-03-31 · CIK 0001912339

持仓数

260

前50大市值合计

$172.9M

报告期

2026-03-31

当前持仓调仓

前 50 大持仓

标的

类型

市值

股数

占比*

GOOGL ALPHABET INC

CAP STK CL A

$12.7M

44,171

7.3%

NVDA NVIDIA CORPORATION

COM

$12.2M

69,829

7.0%

MSFT MICROSOFT CORP

COM

$12.2M

32,877

7.0%

AAPL APPLE INC

COM

$11.2M

43,983

6.5%

BRK/B BERKSHIRE HATHAWAY INC DEL

CL B NEW

$7.2M

15,127

4.2%

SPY STATE STR SPDR S&P 500 ETF T

TR UNIT

$5.1M

7,846

3.0%

JNJ JOHNSON & JOHNSON

COM

$4.8M

19,700

2.8%

VIG VANGUARD SPECIALIZED FUNDS

DIV APP ETF

$4.8M

22,336

2.8%

JPM JPMORGAN CHASE & CO

COM

$4.8M

16,156

2.7%

V VISA INC

COM CL A

$4.5M

15,002

2.6%

LLY ELI LILLY & CO

COM

$4.4M

4,745

2.5%

AVGO BROADCOM INC

COM

$3.9M

12,640

2.3%

— EXXON MOBIL CORP

COM

$3.9M

22,929

2.2%

TPL TEXAS PACIFIC LAND CORPORATI

COM

$3.8M

8,040

2.2%

AMZN AMAZON COM INC

COM

$3.6M

17,227

2.1%

WMT WALMART INC

COM

$3.5M

28,017

2.0%

IWD ISHARES TR

RUS 1000 VAL ETF

$3.4M

16,027

2.0%

MCK MCKESSON CORP

COM

$3.4M

3,884

1.9%

— EATON CORP PLC

SHS

$3.3M

9,149

1.9%

META META PLATFORMS INC

CL A

$3.2M

5,587

1.8%

MA MASTERCARD INCORPORATED

CL A

$3.1M

6,267

1.8%

COP CONOCOPHILLIPS

COM

$2.8M

21,460

1.6%

SYK STRYKER CORPORATION

COM

$2.8M

8,369

1.6%

CVX CHEVRON CORPORATION

COM

$2.7M

12,852

1.5%

FXE INVESCO CURRENCYSHARES EURO

EURO SHS

$2.5M

23,857

1.5%

IVV ISHARES TR

CORE S&P500 ETF

$2.5M

3,875

1.5%

GWW WW GRAINGER INC

COM

$2.4M

2,194

1.4%

INTU INTUIT

COM

$2.4M

5,466

1.4%

PWR QUANTA SVCS INC

COM

$2.0M

3,663

1.2%

SPHQ INVESCO EXCHANGE TRADED FD T

S&P500 QUALITY

$2.0M

26,729

1.2%

SPYM SPDR SERIES TRUST

STATE STREET SPD

$1.9M

25,375

1.1%

JEPQ J P MORGAN EXCHANGE TRADED F

NASDAQ EQT PREM

$1.9M

34,320

1.1%

USFR WISDOMTREE TR

FLOATNG RAT TREA

$1.8M

36,267

1.1%

RTX RTX CORPORATION

COM

$1.8M

9,458

1.1%

DLN WISDOMTREE TR

US LARGECAP DIVD

$1.8M

19,713

1.0%

SGOV ISHARES TR

0-3 MNTH TREASRY

$1.7M

17,147

1.0%

IUSB ISHARES TR

CORE UNIVRSL USD

$1.7M

36,148

1.0%

SPGI S&P GLOBAL INC

COM

$1.6M

3,835

0.9%

MLPX GLOBAL X FDS

GLB X MLP ENRG I

$1.6M

22,027

0.9%

NEE NEXTERA ENERGY INC

COM

$1.5M

16,644

0.9%

IVW ISHARES TR

S&P 500 GRWT ETF

$1.5M

13,463

0.9%

MPC MARATHON PETE CORP

COM

$1.5M

6,188

0.9%

IVE ISHARES TR

S&P 500 VAL ETF

$1.5M

7,092

0.9%

DYNF BLACKROCK ETF TRUST

ISHARES US EQUIT

$1.5M

25,670

0.9%

DON WISDOMTREE TR

US MIDCAP DIVID

$1.4M

27,470

0.8%

PFE PFIZER INC

COM

$1.4M

50,987

0.8%

IJR ISHARES TR

CORE S&P SCP ETF

$1.4M

11,466

0.8%

MO ALTRIA GROUP INC

COM

$1.4M

21,313

0.8%

COST COSTCO WHOLESALE CORPORATION

COM

$1.4M

1,379

0.8%

HD HOME DEPOT INC

COM

$1.4M

4,166

0.8%

* 占比按本页前 50 大持仓市值合计计算

持仓集中度按前 50 大市值

35%前 6 大占比

GOOGL7.3%NVDA7.0%MSFT7.0%AAPL6.5%BRK/B4.2%SPY3.0%