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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
$172.9M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($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 150 项
建仓 81
增持 36
减持 32
清仓 1
方向
标的
Δ市值
现股数(环比)
减持
DIA
SPDR DOW JONES INDL AVERAGE
-$1.7M
135
-98%
减持
AAPL
APPLE INC
-$1.4M
51,118
-12%
增持
IWD
ISHARES TR
+$1.2M
20,177
+50%
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。
减持
QQQ
INVESCO QQQ TR
-$1.1M
26,078
-17%
增持
IVV
ISHARES TR
+$1.1M
10,016
+29%
减持
SCHO
SCHWAB STRATEGIC TR
-$999.1K
21,328
-49%
减持
XLI
SELECT SECTOR SPDR TR
-$917.4K
282
-99%
增持
MRK
MERCK & CO INC
+$916.3K
18,173
+42%
增持
JPM
JPMORGAN CHASE & CO
+$727.9K
22,938
+2%
增持
CSCO
CISCO SYS INC
+$706.9K
29,176
+71%
增持
CVX
CHEVRON CORP NEW
+$660.3K
16,515
+3%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$620.3K
9,033
+11%
减持
CVS
CVS HEALTH CORP
-$598.1K
5,107
-55%
建仓
FCX
FREEPORT-MCMORAN INC
+$566.0K
14,896
减持
PFE
PFIZER INC
-$550.2K
31,417
-36%
增持
—
EXXON MOBIL CORP
+$511.4K
15,543
+13%
增持
VBR
VANGUARD INDEX FDS
+$510.9K
6,455
+80%
建仓
EOG
EOG RES INC
+$460.3K
3,554
减持
META
META PLATFORMS INC
-$449.1K
1,453
-68%
减持
SHV
ISHARES TR
-$442.2K
1,235
-76%
增持
AMZN
AMAZON COM INC
-$439.7K
22,742
+9%
建仓
IEX
IDEX CORP
+$419.9K
1,839
减持
HD
HOME DEPOT INC
+$402.9K
10,618
-1%
增持
MOAT
VANECK ETF TRUST
+$377.0K
9,167
+152%
增持
MDLZ
MONDELEZ INTL INC
+$371.2K
25,974
+5%
减持
CCI
CROWN CASTLE INC
-$360.1K
7,025
-23%
建仓
KMB
KIMBERLY-CLARK CORP
+$349.4K
2,574
增持
COP
CONOCOPHILLIPS
+$347.4K
15,995
+6%
减持
XLF
SELECT SECTOR SPDR TR
-$341.6K
23,286
-38%
增持
DUK
DUKE ENERGY CORP NEW
+$337.4K
6,461
+83%
减持
GOVT
ISHARES TR
-$327.8K
13,960
-51%
增持
AMGN
AMGEN INC
+$327.6K
3,985
+25%
增持
T
AT&T INC
+$313.2K
32,387
+76%
建仓
ENB
ENBRIDGE INC
+$313.2K
8,009
增持
TSLA
TESLA INC
-$290.6K
2,593
+13%
减持
PANW
PALO ALTO NETWORKS INC
-$283.9K
667
-71%
建仓
JBL
JABIL INC
+$275.9K
4,045
建仓
SHEL
SHELL PLC
+$274.2K
4,815
建仓
—
LYONDELLBASELL INDUSTRIES N
+$273.8K
3,298
建仓
MLPX
GLOBAL X FDS
+$270.5K
6,637
建仓
SO
SOUTHERN CO
+$269.1K
3,768
减持
GOOGL
ALPHABET INC
-$268.6K
23,183
-4%
建仓
DVN
DEVON ENERGY CORP NEW
+$268.2K
4,361
建仓
IRT
INDEPENDENCE RLTY TR INC
+$267.2K
15,851
建仓
—
BUNGE LIMITED
+$265.3K
2,659
建仓
MBB
ISHARES TR
+$264.5K
2,852
减持
SPYD
SPDR SER TR
-$263.1K
7,603
-52%
建仓
ADBE
ADOBE SYSTEMS INCORPORATED
+$257.4K
765
增持
VCSH
VANGUARD SCOTTSDALE FDS
+$255.4K
13,545
+32%
建仓
CAG
CONAGRA BRANDS INC
+$250.5K
6,472
减持
VTI
VANGUARD INDEX FDS
-$247.7K
2,659
-37%
建仓
—
TOTALENERGIES SE
+$243.9K
3,929
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$243.7K
4,953
+38%
增持
XLV
SELECT SECTOR SPDR TR
+$243.1K
5,175
+36%
增持
MSFT
MICROSOFT CORP
+$240.7K
29,329
+1%
建仓
KEY
KEYCORP
+$238.5K
13,691
建仓
BP
BP PLC
+$238.4K
6,825
建仓
VTV
VANGUARD INDEX FDS
+$236.9K
1,688
增持
LMT
LOCKHEED MARTIN CORP
+$236.7K
2,024
+4%
建仓
—
PIONEER NAT RES CO
+$234.1K
1,025
建仓
PSX
PHILLIPS 66
+$233.5K
2,243
建仓
ITW
ILLINOIS TOOL WKS INC
+$232.6K
1,056
建仓
AEP
AMERICAN ELEC PWR CO INC
+$229.7K
2,419
建仓
SHW
SHERWIN WILLIAMS CO
+$225.9K
952
建仓
DGRO
ISHARES TR
+$223.3K
4,467
建仓
VEA
VANGUARD TAX-MANAGED FDS
+$222.0K
5,289
建仓
EMXC
ISHARES INC
+$218.9K
4,612
减持
—
EATON CORP PLC
+$218.4K
9,681
-1%
减持
V
VISA INC
+$218.0K
7,629
-11%
减持
MPC
MARATHON PETE CORP
+$218.0K
13,171
-1%
建仓
—
TRANE TECHNOLOGIES PLC
+$217.2K
1,292
增持
PNC
PNC FINL SVCS GROUP INC
+$215.3K
4,124
+41%
建仓
VTWO
VANGUARD SCOTTSDALE FDS
+$215.3K
3,059
建仓
—
ACCENTURE PLC IRELAND
+$213.1K
799
建仓
—
LINDE PLC
+$212.0K
650
建仓
SPGI
S&P GLOBAL INC
+$210.7K
629
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$209.9K
12,347
+0%
建仓
BBY
BEST BUY INC
+$208.7K
2,602
建仓
PFG
PRINCIPAL FINANCIAL GROUP IN
+$208.3K
2,482
增持
DON
WISDOMTREE TR
+$207.3K
22,393
+18%
建仓
BCI
ABRDN ETFS
+$206.7K
9,370
建仓
BCE
BCE INC
+$206.6K
4,700
增持
QQQM
INVESCO EXCH TRADED FD TR II
+$204.1K
8,775
+27%
建仓
COWZ
PACER FDS TR
+$203.7K
4,405
建仓
LHX
L3HARRIS TECHNOLOGIES INC
+$201.1K
966
建仓
EFG
ISHARES TR
+$200.2K
2,390
增持
PWR
QUANTA SVCS INC
+$197.0K
5,474
+20%
减持
TSCO
TRACTOR SUPPLY CO
-$194.6K
188
-85%
建仓
EL
LAUDER ESTEE COS INC
+$192.3K
775
增持
BDX
BECTON DICKINSON & CO
+$191.0K
1,577
+68%
建仓
VSH
VISHAY INTERTECHNOLOGY INC
+$190.9K
8,848
建仓
ICE
INTERCONTINENTAL EXCHANGE IN
+$190.6K
1,858
建仓
HBAN
HUNTINGTON BANCSHARES INC
+$190.0K
13,472
建仓
KO
COCA COLA CO
+$188.0K
2,956
减持
EFOR
ASGN INC
-$186.6K
1,760
-52%
建仓
KKR
KKR & CO INC
+$184.7K
3,978
减持
VRTX
VERTEX PHARMACEUTICALS INC
-$184.1K
699
-48%
建仓
AIG
AMERICAN INTL GROUP INC
+$183.1K
2,896
减持
DIS
DISNEY WALT CO
-$182.1K
8,896
-12%
增持
UNH
UNITEDHEALTH GROUP INC
+$181.0K
2,601
+10%
增持
TFC
TRUIST FINL CORP
+$180.3K
11,930
+56%
增持
DLN
WISDOMTREE TR
+$179.2K
24,103
+1%
建仓
BND
VANGUARD BD INDEX FDS
+$178.2K
2,480
增持
BAC
BANK AMERICA CORP
+$176.4K
49,379
+2%
减持
IVE
ISHARES TR
+$176.3K
10,914
-0%
建仓
GLD
SPDR GOLD TR
+$176.3K
1,039
减持
APD
AIR PRODS & CHEMS INC
+$175.3K
2,580
-3%
建仓
CIBR
FIRST TR EXCHANGE TRADED FD
+$174.6K
4,510
减持
EEM
ISHARES TR
-$174.6K
2,492
-68%
建仓
SYY
SYSCO CORP
+$173.8K
2,273
建仓
F
FORD MTR CO DEL
+$173.7K
14,932
建仓
CM
CANADIAN IMPERIAL BK COMM TO
+$170.1K
4,206
增持
WMB
WILLIAMS COS INC
+$169.3K
11,224
+60%
建仓
NSC
NORFOLK SOUTHN CORP
+$168.6K
684
减持
SPEM
SPDR INDEX SHS FDS
-$168.5K
15,003
-30%
建仓
—
AMCOR PLC
+$168.1K
14,112
建仓
AFL
AFLAC INC
+$168.0K
2,335
建仓
NGG
NATIONAL GRID PLC
+$165.3K
2,741
建仓
IUSG
ISHARES TR
+$163.1K
2,001
清仓
—
SIMON PROPERTY GRP ACQ HOLDI
-$163.0K
0
-100%
建仓
PPL
PPL CORP
+$162.0K
5,545
建仓
ROK
ROCKWELL AUTOMATION INC
+$161.8K
628
建仓
HAL
HALLIBURTON CO
+$160.2K
4,071
增持
VLO
VALERO ENERGY CORP
+$159.5K
6,673
+4%
建仓
FLOT
ISHARES TR
+$159.0K
3,160
建仓
SPHQ
INVESCO EXCHANGE TRADED FD T
+$157.7K
3,584
建仓
CLX
CLOROX CO DEL
+$156.7K
1,117
建仓
SYK
STRYKER CORPORATION
+$156.5K
640
减持
PG
PROCTER AND GAMBLE CO
+$156.4K
6,159
-0%
减持
REGN
REGENERON PHARMACEUTICALS
-$156.2K
665
-28%
建仓
BNDX
VANGUARD CHARLOTTE FDS
+$154.9K
3,266
建仓
VOOV
VANGUARD ADMIRAL FDS INC
+$154.1K
1,100
增持
UPS
UNITED PARCEL SERVICE INC
+$150.5K
2,114
+57%
建仓
EEMV
ISHARES INC
+$150.2K
2,832
建仓
SBUX
STARBUCKS CORP
+$149.8K
1,510
建仓
SHYG
ISHARES TR
+$149.5K
3,655
增持
IJS
ISHARES TR
+$149.4K
11,131
+6%
建仓
NKE
NIKE INC
+$148.7K
1,271
建仓
WAT
WATERS CORP
+$148.3K
433
减持
ARKK
ARK ETF TR
-$148.2K
6,363
-31%
建仓
TRP
TC ENERGY CORP
+$147.8K
3,707
建仓
ITA
ISHARES TR
+$146.5K
1,310
建仓
IJK
ISHARES TR
+$146.3K
2,142
建仓
RIO
RIO TINTO PLC
+$144.8K
2,034
建仓
—
CANADIAN PAC RY LTD
+$144.1K
1,932
减持
TIP
ISHARES TR
-$141.4K
1,152
-54%
建仓
BKNG
BOOKING HOLDINGS INC
+$141.1K
70
建仓
MMM
3M CO
+$140.9K
1,175
建仓
CL
COLGATE PALMOLIVE CO
+$140.0K
1,777
建仓
—
NXP SEMICONDUCTORS N V
+$138.6K
877
