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Ascent Group, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Ascent Group, LLC
报告期 2026-03-31 · CIK 0001913231
持仓数
752
前50大市值合计
$1.59B
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($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
22Q1 调仓
2021-12-31 → 2022-03-31 · 共 150 项
建仓 22
增持 69
减持 35
清仓 24
方向
标的
Δ市值
现股数(环比)
增持
AAPL
APPLE INC
+$9.5M
146,001
+48%
增持
BSV
VANGUARD BD INDEX FDS
+$6.7M
149,797
+143%
增持
AGG
ISHARES TR
+$6.7M
148,260
+82%
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
BIL
SPDR SER TR
+$5.5M
79,211
+316%
建仓
NEM
NEWMONT CORP
+$5.4M
68,136
增持
AMGN
AMGEN INC
+$4.9M
25,723
+352%
清仓
WELL
WELLTOWER INC
-$4.9M
0
-100%
减持
IWM
ISHARES TR
-$4.7M
46,070
-36%
增持
CMA
COMERICA INC
+$4.2M
50,559
+1034%
减持
HYG
ISHARES TR
-$4.1M
25,143
-65%
增持
XLK
SELECT SECTOR SPDR TR
+$4.1M
46,877
+115%
建仓
AA
ALCOA CORP
+$3.8M
42,450
增持
TFC
TRUIST FINL CORP
+$3.7M
70,454
+1615%
建仓
IWS
ISHARES TR
+$2.9M
24,509
减持
JNK
SPDR SER TR
-$2.9M
5,247
-84%
增持
SPYM
SPDR SER TR
+$2.7M
289,013
+18%
减持
VEU
VANGUARD INTL EQUITY INDEX F
-$2.6M
102,663
-27%
减持
QCOM
QUALCOMM INC
-$2.5M
4,042
-79%
增持
VUG
VANGUARD INDEX FDS
+$2.5M
39,838
+25%
增持
IGSB
ISHARES TR
+$2.5M
72,676
+203%
清仓
—
APTIV PLC
-$2.2M
0
-100%
清仓
SPEU
SPDR INDEX SHS FDS
-$2.2M
0
-100%
建仓
XBI
SPDR SER TR
+$2.1M
23,536
清仓
VGK
VANGUARD INTL EQUITY INDEX F
-$2.1M
0
-100%
清仓
GVI
ISHARES TR
-$2.1M
0
-100%
增持
SOXX
ISHARES TR
+$2.1M
8,508
+109%
增持
VTV
VANGUARD INDEX FDS
+$2.1M
71,872
+20%
增持
SHY
ISHARES TR
+$2.0M
140,847
+24%
清仓
LTPZ
PIMCO ETF TR
-$2.0M
0
-100%
清仓
KCE
SPDR SER TR
-$1.9M
0
-100%
建仓
ITB
ISHARES TR
+$1.9M
31,404
增持
IJR
ISHARES TR
+$1.9M
49,315
+49%
清仓
SPIP
SPDR SER TR
-$1.8M
0
-100%
增持
VTIP
VANGUARD MALVERN FDS
+$1.8M
51,141
+200%
增持
VB
VANGUARD INDEX FDS
+$1.7M
18,198
+72%
增持
COST
COSTCO WHSL CORP NEW
+$1.7M
10,722
+16%
增持
JPST
J P MORGAN EXCHANGE-TRADED F
+$1.7M
38,884
+644%
增持
DTE
DTE ENERGY CO
+$1.7M
35,980
+38%
减持
AMD
ADVANCED MICRO DEVICES INC
-$1.6M
20,262
-38%
减持
AJG
GALLAGHER ARTHUR J & CO
-$1.6M
2,540
-81%
增持
VEA
VANGUARD TAX-MANAGED INTL FD
+$1.6M
205,523
+23%
建仓
BHP
BHP GROUP LTD
+$1.5M
19,578
减持
VFH
VANGUARD WORLD FDS
-$1.5M
38,629
-29%
清仓
ZION
ZIONS BANCORPORATION N A
-$1.4M
0
-100%
清仓
GPI
GROUP 1 AUTOMOTIVE INC
-$1.4M
0
-100%
减持
KMB
KIMBERLY-CLARK CORP
-$1.4M
3,460
-72%
减持
MBB
ISHARES TR
-$1.3M
5,873
-68%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$1.3M
12,297
+481%
增持
SCHD
SCHWAB STRATEGIC TR
+$1.3M
29,786
+118%
建仓
—
CONTINENTAL RES INC
+$1.3M
20,943
减持
—
HEALTHCARE TR AMER INC
-$1.3M
10,827
-79%
建仓
HEI
HEICO CORP NEW
+$1.3M
8,154
减持
UTHR
UNITED THERAPEUTICS CORP DEL
-$1.2M
2,182
-73%
建仓
PFG
PRINCIPAL FINANCIAL GROUP IN
+$1.2M
16,800
清仓
—
ENDEAVOR GROUP HLDGS INC
-$1.2M
0
-100%
增持
USB
US BANCORP DEL
+$1.2M
27,522
+522%
减持
VIS
VANGUARD WORLD FDS
-$1.2M
16,358
-29%
增持
GLD
SPDR GOLD TR
+$1.2M
8,278
+392%
增持
WMT
WALMART INC
+$1.2M
33,594
+24%
建仓
IGM
ISHARES TR
+$1.1M
2,945
减持
COP
CONOCOPHILLIPS
-$1.1M
20,418
-47%
增持
MSFT
MICROSOFT CORP
+$1.1M
52,178
+3%
增持
V
VISA INC
+$1.1M
22,980
+17%
清仓
APAM
ARTISAN PARTNERS ASSET MGMT
-$1.0M
0
-100%
增持
SPSM
SPDR SER TR
+$1.0M
64,364
+56%
增持
AMZN
AMAZON COM INC
+$1.0M
1,453
+11%
减持
—
NXP SEMICONDUCTORS N V
-$1.0M
8,165
-35%
减持
VGT
VANGUARD WORLD FDS
-$974.0K
12,094
-19%
增持
SPG
SIMON PPTY GROUP INC NEW
+$954.0K
13,031
+152%
增持
VYM
VANGUARD WHITEHALL FDS
+$943.0K
26,035
+45%
减持
VPL
VANGUARD INTL EQUITY INDEX F
-$929.0K
22,902
-34%
增持
LLY
LILLY ELI & CO
+$921.0K
7,655
+46%
增持
UNP
UNION PAC CORP
+$916.0K
7,682
+60%
减持
VHT
VANGUARD WORLD FDS
-$909.0K
11,533
-28%
增持
JNJ
JOHNSON & JOHNSON
+$903.0K
15,115
+40%
减持
SPLB
SPDR SER TR
-$894.0K
36,014
-42%
增持
SPGI
S&P GLOBAL INC
+$884.0K
6,159
+56%
增持
DVN
DEVON ENERGY CORP NEW
+$868.0K
21,902
+137%
增持
CVX
CHEVRON CORP NEW
+$866.0K
22,732
+2%
增持
UNH
UNITEDHEALTH GROUP INC
+$857.0K
13,423
+3%
建仓
BLDR
BUILDERS FIRSTSOURCE INC
+$853.0K
13,214
增持
LMT
LOCKHEED MARTIN CORP
+$849.0K
8,188
+10%
增持
SPEM
SPDR INDEX SHS FDS
+$843.0K
114,146
+33%
增持
SHV
ISHARES TR
+$830.0K
29,049
+35%
增持
ESGU
ISHARES TR
+$792.0K
45,174
+18%
减持
—
ACCENTURE PLC IRELAND
-$782.0K
8,542
-22%
建仓
MINT
PIMCO ETF TR
+$774.0K
7,726
清仓
EDV
VANGUARD WORLD FD
-$766.0K
0
-100%
减持
SPAB
SPDR SER TR
-$744.0K
10,710
-70%
增持
CSCO
CISCO SYS INC
+$738.0K
89,984
+19%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$738.0K
10,649
+8%
清仓
XLI
SELECT SECTOR SPDR TR
-$730.0K
0
-100%
增持
GOOGL
ALPHABET INC
+$715.0K
3,041
+2%
增持
VPU
VANGUARD WORLD FDS
+$705.0K
24,361
+13%
清仓
DOV
DOVER CORP
-$678.0K
0
-100%
增持
TMUS
T-MOBILE US INC
+$668.0K
19,976
+7%
增持
EOG
EOG RES INC
+$664.0K
9,062
+119%
增持
HD
HOME DEPOT INC
-$660.0K
17,761
+4%
清仓
PEJ
INVESCO EXCHANGE TRADED FD T
-$657.0K
0
-100%
清仓
DGX
QUEST DIAGNOSTICS INC
-$641.0K
0
-100%
减持
EW
EDWARDS LIFESCIENCES CORP
-$640.0K
22,541
-23%
减持
IVV
ISHARES TR
-$640.0K
8,421
-17%
增持
AVGO
BROADCOM INC
+$611.0K
1,420
+168%
减持
VDE
VANGUARD WORLD FDS
-$605.0K
42,401
-29%
增持
META
META PLATFORMS INC
-$600.0K
18,386
+19%
减持
MUB
ISHARES TR
-$593.0K
27,239
-13%
减持
IWB
ISHARES TR
-$580.0K
14,144
-17%
增持
PAYX
PAYCHEX INC
+$568.0K
25,034
+4%
增持
CINF
CINCINNATI FINL CORP
+$565.0K
25,046
+1%
建仓
IVW
ISHARES TR
+$557.0K
7,295
增持
XLV
SELECT SECTOR SPDR TR
+$552.0K
16,671
+25%
减持
GIS
GENERAL MLS INC
-$550.0K
31,858
-19%
清仓
SPIB
SPDR SER TR
-$537.0K
0
-100%
减持
HYS
PIMCO ETF TR
-$521.0K
3,735
-58%
增持
MRSH
MARSH & MCLENNAN COS INC
+$517.0K
10,593
+29%
增持
VOO
VANGUARD INDEX FDS
+$507.0K
19,628
+3%
减持
TIP
ISHARES TR
-$506.0K
21,265
-15%
清仓
KMI
KINDER MORGAN INC DEL
-$504.0K
0
-100%
清仓
SJNK
SPDR SER TR
-$501.0K
0
-100%
清仓
HYLB
DBX ETF TR
-$493.0K
0
-100%
增持
VOE
VANGUARD INDEX FDS
+$493.0K
24,267
+11%
建仓
NUE
NUCOR CORP
+$493.0K
3,318
减持
PDBC
INVESCO ACTIVLY MANGD ETC FD
-$490.0K
124,621
-31%
增持
BX
BLACKSTONE INC
+$487.0K
25,328
+2%
减持
MPC
MARATHON PETE CORP
+$472.0K
32,030
-0%
增持
MO
ALTRIA GROUP INC
+$470.0K
70,767
+10%
增持
NVDA
NVIDIA CORPORATION
+$465.0K
3,529
+66%
建仓
EXR
EXTRA SPACE STORAGE INC
+$447.0K
2,175
增持
BDX
BECTON DICKINSON & CO
+$445.0K
2,821
+144%
增持
BBUS
J P MORGAN EXCHANGE-TRADED F
+$443.0K
19,100
+35%
建仓
KLAC
KLA CORP
+$443.0K
1,209
建仓
IT
GARTNER INC
+$437.0K
1,469
建仓
HUBG
HUB GROUP INC
+$433.0K
5,606
增持
SPTL
SPDR SER TR
+$431.0K
50,630
+40%
减持
TGT
TARGET CORP
-$430.0K
4,951
-27%
建仓
MRNA
MODERNA INC
+$428.0K
2,482
建仓
CNI
CANADIAN NATL RY CO
+$425.0K
3,167
减持
XLY
SELECT SECTOR SPDR TR
-$412.0K
6,339
-28%
建仓
MCK
MCKESSON CORP
+$408.0K
1,332
清仓
—
IHS MARKIT LTD
-$404.0K
0
-100%
增持
WMB
WILLIAMS COS INC
+$403.0K
78,988
+2%
清仓
PEG
PUBLIC SVC ENTERPRISE GRP IN
-$398.0K
0
-100%
建仓
GD
GENERAL DYNAMICS CORP
+$396.0K
1,641
增持
ADP
AUTOMATIC DATA PROCESSING IN
+$393.0K
5,685
+37%
减持
PGX
INVESCO EXCH TRADED FD TR II
-$391.0K
187,815
-6%
增持
AMAT
APPLIED MATLS INC
+$390.0K
15,383
+27%
减持
CTAS
CINTAS CORP
+$382.0K
8,756
-1%
清仓
—
VIACOMCBS INC
-$382.0K
0
-100%
增持
INTC
INTEL CORP
+$371.0K
60,538
+20%
增持
VTI
VANGUARD INDEX FDS
+$365.0K
6,140
+31%
