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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
23Q2 调仓
2023-03-31 → 2023-06-30 · 共 150 项
建仓 13
增持 68
减持 45
清仓 24
方向
标的
Δ市值
现股数(环比)
减持
BIL
SPDR SER TR
-$46.9M
18,031
-97%
减持
BSV
VANGUARD BD INDEX FDS
-$42.1M
57,238
-91%
增持
USMV
ISHARES TR
+$17.7M
310,787
+310%
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
SPYM
SPDR SER TR
+$7.8M
508,081
+29%
减持
SHV
ISHARES TR
-$7.4M
11,031
-86%
增持
AAPL
APPLE INC
+$5.7M
180,997
+11%
增持
MSFT
MICROSOFT CORP
+$5.4M
77,101
+12%
增持
HYG
ISHARES TR
+$4.9M
105,655
+167%
减持
IEF
ISHARES TR
-$4.8M
7,078
-87%
增持
TFLO
ISHARES TR
+$4.8M
199,529
+91%
增持
META
META PLATFORMS INC
+$4.2M
22,278
+70%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$3.8M
27,445
+36%
减持
SPTI
SPDR SER TR
-$3.5M
63,830
-65%
清仓
SGOV
ISHARES TR
-$3.5M
0
-100%
增持
TSLA
TESLA INC
+$3.3M
16,289
+320%
增持
IVV
ISHARES TR
+$3.2M
19,145
+46%
减持
SHY
ISHARES TR
-$2.8M
51,608
-39%
增持
NVDA
NVIDIA CORPORATION
+$2.8M
14,372
+9%
增持
ORCL
ORACLE CORP
+$2.6M
44,797
+65%
清仓
WPC
WP CAREY INC
-$2.4M
0
-100%
减持
VEA
VANGUARD TAX-MANAGED FDS
-$2.2M
215,895
-20%
增持
GOOGL
ALPHABET INC
+$2.2M
71,629
+3%
清仓
EZU
ISHARES INC
-$2.2M
0
-100%
增持
MBB
ISHARES TR
+$2.1M
37,373
+169%
清仓
IAI
ISHARES TR
-$2.1M
0
-100%
减持
LLY
LILLY ELI & CO
+$2.1M
14,414
-9%
增持
JNK
SPDR SER TR
+$2.0M
24,738
+901%
建仓
GVI
ISHARES TR
+$2.0M
19,831
增持
PAYX
PAYCHEX INC
+$2.0M
26,113
+146%
增持
JPM
JPMORGAN CHASE & CO
+$2.0M
50,292
+13%
增持
EMGF
ISHARES INC
+$2.0M
70,643
+201%
增持
EFG
ISHARES TR
+$2.0M
44,789
+90%
建仓
USFR
WISDOMTREE TR
+$2.0M
39,285
建仓
IVW
ISHARES TR
+$2.0M
27,894
增持
GLD
SPDR GOLD TR
+$2.0M
13,409
+467%
清仓
CBOE
CBOE GLOBAL MKTS INC
-$2.0M
0
-100%
清仓
ASO
ACADEMY SPORTS & OUTDOORS IN
-$1.9M
0
-100%
增持
WMT
WALMART INC
+$1.9M
57,162
+15%
清仓
KEY
KEYCORP
-$1.8M
0
-100%
减持
VTV
VANGUARD INDEX FDS
-$1.8M
77,329
-18%
建仓
GRID
FIRST TR EXCHANGE TRADED FD
+$1.7M
16,974
增持
FAST
FASTENAL CO
+$1.7M
62,680
+82%
清仓
NKE
NIKE INC
-$1.6M
0
-100%
增持
GOOG
ALPHABET INC
+$1.6M
29,994
+32%
减持
—
EXXON MOBIL CORP
-$1.6M
17,316
-45%
减持
ADBE
ADOBE SYSTEMS INCORPORATED
+$1.6M
13,567
-5%
减持
LMT
LOCKHEED MARTIN CORP
-$1.6M
9,472
-23%
增持
TMUS
T-MOBILE US INC
+$1.6M
47,698
+40%
清仓
VDC
VANGUARD WORLD FDS
-$1.5M
0
-100%
减持
AMZN
AMAZON COM INC
+$1.4M
43,519
-4%
减持
VOO
VANGUARD INDEX FDS
-$1.4M
13,544
-27%
减持
AGG
ISHARES TR
-$1.4M
166,606
-5%
减持
SPDW
SPDR INDEX SHS FDS
-$1.4M
124,928
-26%
清仓
IJJ
ISHARES TR
-$1.4M
0
-100%
增持
VRTX
VERTEX PHARMACEUTICALS INC
+$1.4M
11,726
+38%
清仓
VOX
VANGUARD WORLD FDS
-$1.3M
0
-100%
清仓
VAW
VANGUARD WORLD FDS
-$1.3M
0
-100%
减持
VIS
VANGUARD WORLD FDS
-$1.3M
2,092
-77%
清仓
IYJ
ISHARES TR
-$1.3M
0
-100%
清仓
VCR
VANGUARD WORLD FDS
-$1.3M
0
-100%
清仓
BKLN
INVESCO EXCH TRADED FD TR II
-$1.3M
0
-100%
清仓
—
LIVENT CORP
-$1.3M
0
-100%
增持
SHYG
ISHARES TR
+$1.3M
105,074
+42%
建仓
UNM
UNUM GROUP
+$1.2M
25,015
增持
IJH
ISHARES TR
+$1.2M
11,325
+57%
清仓
TGT
TARGET CORP
-$1.2M
0
-100%
减持
VUG
VANGUARD INDEX FDS
-$1.2M
39,235
-21%
增持
—
ACCENTURE PLC IRELAND
+$1.2M
13,422
+26%
增持
PG
PROCTER AND GAMBLE CO
+$1.2M
61,703
+7%
增持
QUAL
ISHARES TR
+$1.1M
71,017
+2%
建仓
NI
NISOURCE INC
+$1.1M
41,740
减持
VGT
VANGUARD WORLD FDS
-$1.1M
5,659
-38%
减持
TLT
ISHARES TR
-$1.1M
19,780
-30%
增持
TIP
ISHARES TR
+$1.1M
13,219
+354%
减持
MRK
MERCK & CO INC
-$1.1M
33,163
-23%
增持
IXUS
ISHARES TR
+$1.1M
23,109
+270%
清仓
MOS
MOSAIC CO NEW
-$1.1M
0
-100%
减持
SCHZ
SCHWAB STRATEGIC TR
-$1.1M
5,089
-81%
增持
HPQ
HP INC
+$1.0M
48,080
+160%
增持
JNJ
JOHNSON & JOHNSON
+$1.0M
29,854
+12%
增持
V
VISA INC
+$1.0M
38,648
+6%
增持
UNH
UNITEDHEALTH GROUP INC
+$1.0M
19,077
+5%
增持
C
CITIGROUP INC
+$1.0M
32,829
+228%
减持
ITB
ISHARES TR
-$990.2K
14,042
-56%
增持
KR
KROGER CO
+$984.7K
64,014
+47%
增持
MCD
MCDONALDS CORP
+$973.4K
21,739
+14%
清仓
AGZ
ISHARES TR
-$968.8K
0
-100%
减持
ESGU
ISHARES TR
-$955.1K
27,169
-32%
增持
SCHW
SCHWAB CHARLES CORP
+$946.0K
35,324
+35%
增持
EMB
ISHARES TR
+$935.0K
30,547
+55%
减持
SOXX
ISHARES TR
-$919.7K
2,321
-51%
建仓
SSO
PROSHARES TR
+$904.9K
15,295
建仓
ESMV
ISHARES TR
+$896.8K
37,553
建仓
CWB
SPDR SER TR
+$888.5K
12,664
减持
SPAB
SPDR SER TR
-$886.4K
9,703
-78%
增持
APH
AMPHENOL CORP NEW
+$879.7K
16,969
+121%
增持
WMB
WILLIAMS COS INC
+$869.8K
93,772
+17%
增持
—
ARISTA NETWORKS INC
+$840.9K
16,098
+31%
增持
CSCO
CISCO SYS INC
+$840.6K
141,088
+11%
增持
WM
WASTE MGMT INC DEL
+$836.2K
18,512
+42%
增持
DVN
DEVON ENERGY CORP NEW
+$835.7K
58,552
+39%
清仓
NWL
NEWELL BRANDS INC
-$831.9K
0
-100%
增持
MSI
MOTOROLA SOLUTIONS INC
+$830.2K
7,200
+76%
减持
SO
SOUTHERN CO
-$829.5K
3,653
-76%
清仓
RSP
INVESCO EXCHANGE TRADED FD T
-$804.1K
0
-100%
减持
GIS
GENERAL MLS INC
-$803.4K
31,063
-12%
减持
XLK
SELECT SECTOR SPDR TR
-$803.0K
23,439
-26%
增持
PGR
PROGRESSIVE CORP
+$796.9K
26,915
+48%
减持
T
AT&T INC
-$795.1K
156,632
-0%
增持
MRSH
MARSH & MCLENNAN COS INC
+$791.8K
15,077
+22%
减持
BAC
BANK AMERICA CORP
-$770.8K
17,435
-62%
减持
DIS
DISNEY WALT CO
-$768.8K
27,820
-14%
减持
—
AON PLC
-$767.6K
5,880
-29%
减持
VZ
VERIZON COMMUNICATIONS INC
-$756.0K
99,661
-3%
减持
VWO
VANGUARD INTL EQUITY INDEX F
-$732.5K
79,385
-20%
增持
REGN
REGENERON PHARMACEUTICALS
+$731.8K
2,849
+57%
增持
SBUX
STARBUCKS CORP
+$727.4K
51,366
+20%
建仓
FISV
FISERV INC
+$722.3K
5,769
增持
KMX
CARMAX INC
+$720.8K
21,069
+25%
减持
FHN
FIRST HORIZON CORPORATION
-$702.5K
83,123
-20%
增持
ADP
AUTOMATIC DATA PROCESSING IN
+$693.7K
12,474
+16%
增持
WCN
WASTE CONNECTIONS INC
+$685.3K
8,677
+127%
减持
PEP
PEPSICO INC
-$681.7K
50,378
-8%
增持
BBUS
J P MORGAN EXCHANGE TRADED F
+$665.7K
18,976
+61%
建仓
SPIP
SPDR SER TR
+$660.8K
25,902
增持
VRSN
VERISIGN INC
+$657.6K
5,605
+146%
增持
EXPD
EXPEDITORS INTL WASH INC
+$656.6K
13,111
+59%
建仓
WHR
WHIRLPOOL CORP
+$646.3K
4,559
建仓
VGSH
VANGUARD SCOTTSDALE FDS
+$643.2K
11,139
增持
CLX
CLOROX CO DEL
+$642.1K
7,545
+106%
增持
BLDR
BUILDERS FIRSTSOURCE INC
+$634.7K
8,993
+9%
增持
FE
FIRSTENERGY CORP
+$634.7K
49,920
+69%
减持
MTUM
ISHARES TR
-$629.0K
7,232
-40%
清仓
PDBC
INVESCO ACTVELY MNGD ETC FD
-$628.8K
0
-100%
清仓
CTRE
CARETRUST REIT INC
-$622.6K
0
-100%
减持
BUD
ANHEUSER BUSCH INBEV SA/NV
-$612.5K
40,046
-7%
增持
—
NXP SEMICONDUCTORS N V
+$607.7K
11,606
+13%
减持
SCHD
SCHWAB STRATEGIC TR
-$598.4K
19,944
-30%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$594.6K
7,071
-10%
增持
ICE
INTERCONTINENTAL EXCHANGE IN
+$562.9K
12,986
+46%
增持
AMT
AMERICAN TOWER CORP NEW
+$560.3K
4,722
+210%
减持
EW
EDWARDS LIFESCIENCES CORP
-$554.9K
16,964
-26%
增持
USB
US BANCORP DEL
+$542.6K
44,695
+28%
减持
SPSM
SPDR SER TR
-$539.4K
32,567
-33%
增持
TYL
TYLER TECHNOLOGIES INC
+$531.1K
2,559
+109%
增持
BDX
BECTON DICKINSON & CO
+$530.8K
10,330
+8%
减持
TLH
ISHARES TR
-$530.3K
5,553
-43%
增持
TXN
TEXAS INSTRS INC
+$516.0K
13,699
+44%
减持
VB
VANGUARD INDEX FDS
-$515.7K
14,325
-21%
清仓
A
AGILENT TECHNOLOGIES INC
-$505.6K
0
-100%
