小隐寺数据中心
概览
新闻
情绪
Reddit 热门
散户社区提及与热度榜
机构
机构目录
全部机构
机构持仓
机构真实持仓
事件
新股 IPO
定价、上市与申报追踪
内部人买卖
高管与董事交易
重大事件
并购/高管/退市等重大报告
举牌
主动或被动披露
财务
季报
10-Q 季度财报申报流
年报
10-K 年度财报申报流
公司
公司目录
上市公司高管与档案
势力阵营
即将上线
校友与资本关系图谱
人物
明星投资人
知名基金经理与持仓动向
政客交易
国会议员持仓披露
API
小隐寺主站
Register Financial Advisors LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Register Financial Advisors LLC
报告期 2026-03-31 · CIK 0001962636
持仓数
387
前50大市值合计
$164.3M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($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
23Q1 调仓
2022-12-31 → 2023-03-31 · 共 150 项
建仓 8
增持 63
减持 6
清仓 73
方向
标的
Δ市值
现股数(环比)
清仓
—
COLUMBIA DIVIDEND
-$3.7M
0
-100%
清仓
SEEGX
JPMORGAN TR II
-$3.3M
0
-100%
清仓
SGOIX
FIRST EAGLE FUNDS
-$2.5M
0
-100%
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。
清仓
—
EATON VANCE GROWTH TR
-$2.2M
0
-100%
清仓
—
TRAVELCENTERS 8.25 PFD
-$2.1M
0
-100%
清仓
JMUEX
JPMORGAN TR I
-$2.1M
0
-100%
清仓
—
ALTA EQUIP GROUP INC PFD
-$1.9M
0
-100%
清仓
PIMIX
PIMCO FDS
-$1.9M
0
-100%
清仓
FCPIX
FIDELITY ADVISOR
-$1.7M
0
-100%
清仓
—
WILLIAM BLAIR FDS
-$1.7M
0
-100%
增持
AAPL
APPLE INC
+$1.5M
31,039
+11%
清仓
AMRFX
AMERICAN MUT FUND INC
-$1.4M
0
-100%
增持
MDU
MDU RES GROUP INC
+$1.4M
96,527
+91%
清仓
—
VIA RNWBLS INC 8.75 PFD
-$1.4M
0
-100%
清仓
—
B RILEY FINL INC 6.5 PFD
-$1.4M
0
-100%
增持
KTOS
KRATOS DEFENSE & SEC SOLUTIO
+$1.2M
186,960
+51%
增持
ATI
ATI INC
+$1.2M
61,753
+51%
清仓
BOSOX
BOSTON TR & WALDEN FDS
-$1.2M
0
-100%
清仓
—
VIRTUS
-$1.1M
0
-100%
清仓
—
PIMCO FDS
-$985.8K
0
-100%
清仓
VVIAX
VANGUARD INDEX FDS
-$975.3K
0
-100%
清仓
NEFFX
AMERICAN FUNDS
-$973.2K
0
-100%
清仓
PFIIX
PIMCO LOW DURATION
-$903.9K
0
-100%
清仓
—
NUVEEN PREFERRED
-$797.1K
0
-100%
增持
VUG
VANGUARD INDEX FDS
+$787.2K
16,483
+6%
清仓
—
DISH DBS CORP
-$762.0K
0
-100%
清仓
—
FIDELITY ADVISORS
-$744.6K
0
-100%
清仓
FINFX
FUNDAMENTAL INVS INC
-$731.1K
0
-100%
增持
COP
CONOCOPHILLIPS
+$704.6K
13,407
+153%
增持
ALTG
ALTA EQUIPMENT GROUP INC
+$695.5K
99,654
+49%
增持
ENVX
ENOVIX CORPORATION
+$694.0K
91,100
+71%
增持
MSFT
MICROSOFT CORP
+$689.1K
9,926
+10%
增持
CLF
CLEVELAND-CLIFFS INC NEW
+$679.6K
69,550
+88%
清仓
—
BEAZER HOMES USA
-$662.8K
0
-100%
清仓
—
FORD MOTOR CO 6.00 PFD
-$631.6K
0
-100%
增持
BZH
BEAZER HOMES USA INC
+$631.1K
58,864
+147%
清仓
VIGAX
VANGUARD INDEX FDS
-$609.2K
0
-100%
建仓
SLND
SOUTHLAND HLDGS INC
+$577.5K
68,752
清仓
DFEOX
DFA US CORE EQUITY 1
-$567.7K
0
-100%
增持
BX
BLACKSTONE INC
+$522.6K
30,361
+5%
增持
TGT
TARGET CORP
+$472.5K
6,596
+59%
增持
TILE
INTERFACE INC
+$466.8K
140,652
+106%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$462.7K
29,108
+41%
建仓
CXT
CRANE HLDGS CO
+$456.8K
4,025
清仓
—
JANUS INVT FD
-$449.7K
0
-100%
增持
ON
ON SEMICONDUCTOR CORP
+$449.0K
8,750
+101%
增持
—
CHARGEPOINT HOLDINGS INC
+$427.3K
49,000
+444%
增持
RTX
RAYTHEON TECHNOLOGIES CORP
+$421.6K
12,663
+56%
增持
GOOD
GLADSTONE COMMERCIAL CORP
-$420.5K
84,117
+5%
清仓
—
RR DONNELLEY & SONS CO
-$420.0K
0
-100%
清仓
ANWFX
AMERICAN FUNDS
-$418.8K
0
-100%
增持
VXUS
VANGUARD STAR FDS
+$369.2K
62,634
+5%
清仓
—
LORD ABBETT ULTRA
-$356.4K
0
-100%
增持
SCHD
SCHWAB STRATEGIC TR
+$354.3K
27,610
+25%
清仓
—
APOLLO ASSET MGMT PFD
-$353.1K
0
-100%
清仓
VSEIX
JPMORGAN TR I
-$336.3K
0
-100%
建仓
ZETA
ZETA GLOBAL HOLDINGS CORP
+$333.6K
30,800
增持
CSCO
CISCO SYS INC
+$313.9K
24,171
+21%
增持
—
DUPONT DE NEMOURS INC
+$303.6K
12,153
+47%
增持
OBE
OBSIDIAN ENERGY LTD
+$303.3K
108,085
+85%
增持
BAC
BANK AMERICA CORP
+$299.7K
43,566
+52%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$297.8K
5,731
+78%
清仓
PRILX
PARNASSUS CORE EQUITY
-$295.3K
0
-100%
清仓
AEPFX
AMERICAN FUNDS
-$292.6K
0
-100%
清仓
—
BEAZER HOMES USA INC
-$286.0K
0
-100%
清仓
AMCFX
AMCAP FUND INC
-$279.2K
0
-100%
增持
JNJ
JOHNSON & JOHNSON
+$267.4K
14,322
+30%
清仓
FHCIX
FIDELITY ADVISOR
-$264.4K
0
-100%
增持
MU
MICRON TECHNOLOGY INC
+$261.2K
11,219
+35%
清仓
PFPMX
PARNASSUS FUNDS
-$258.6K
0
-100%
清仓
—
GLADSTONE COML 6 PFD
-$253.7K
0
-100%
建仓
—
UNITED STS NAT GAS FD LP
+$251.9K
36,300
增持
HD
HOME DEPOT INC
+$251.5K
5,228
+28%
增持
JPM
JPMORGAN CHASE & CO
+$251.1K
19,742
+14%
清仓
—
US TREASURY WI
-$249.8K
0
-100%
增持
MDXG
MIMEDX GROUP INC
+$245.9K
167,242
+43%
增持
VTV
VANGUARD INDEX FDS
+$244.0K
30,391
+8%
清仓
SGIIX
FIRST EAGLE FUNDS
-$240.1K
0
-100%
增持
PWR
QUANTA SVCS INC
+$231.8K
6,013
+11%
清仓
FAGCX
FIDELITY ADVISOR
-$230.9K
0
-100%
清仓
FXAIX
FIDELITY 500 INDEX
-$229.9K
0
-100%
减持
TSLA
TESLA INC
-$229.1K
117
-94%
清仓
FRIAX
FRANKLIN CUSTODIAN FDS
-$226.5K
0
-100%
清仓
—
CITIGROUP VAR 7.125 PFD
-$220.2K
0
-100%
清仓
NFFFX
AMERICAN FUNDS
-$209.1K
0
-100%
增持
NNBR
NN INC
+$205.0K
490,400
+130%
增持
DAL
DELTA AIR LINES INC DEL
+$197.6K
12,953
+67%
清仓
—
US TREASURY WI
-$194.7K
0
-100%
增持
NOG
NORTHERN OIL AND GAS INC MN
+$191.4K
23,626
+39%
建仓
PNC
PNC FINL SVCS GROUP INC
+$190.7K
1,500
增持
HON
HONEYWELL INTL INC
+$182.6K
2,535
+80%
增持
STRL
STERLING INFRASTRUCTURE INC
+$182.3K
17,800
+19%
清仓
DFIEX
DFA INTL CORE EQUITY
-$178.8K
0
-100%
清仓
—
OAKTREE SPECIALTY LENDING CO
-$178.6K
0
-100%
增持
—
TERRAN ORBITAL CORPORATION
+$175.3K
194,000
+69%
增持
—
EARTHSTONE ENERGY INC
+$174.2K
46,200
+54%
建仓
GEHC
GE HEALTHCARE TECHNOLOGIES I
+$172.3K
2,100
增持
GM
GENERAL MTRS CO
+$171.8K
9,632
+78%
增持
ITT
ITT INC
+$171.3K
3,301
+136%
增持
WMT
WALMART INC
+$167.3K
7,971
+12%
清仓
BFIGX
AMERICAN FUNDS
-$167.1K
0
-100%
建仓
IEP
ICAHN ENTERPRISES LP
+$165.5K
3,200
建仓
OCSL
OAKTREE SPECIALTY LENDING CO
+$163.3K
8,699
增持
PFE
PFIZER INC
-$162.1K
33,192
+12%
增持
USFR
WISDOMTREE TR
+$161.0K
4,393
+269%
增持
UNP
UNION PAC CORP
+$159.3K
1,102
+266%
清仓
HACAX
HARBOR FD
-$150.1K
0
-100%
增持
SPMD
SPDR SER TR
+$146.6K
54,810
+3%
增持
F
FORD MTR CO DEL
+$146.4K
22,606
+90%
增持
ORCL
ORACLE CORP
+$146.1K
4,099
+43%
减持
SYM
SYMBOTIC INC
+$145.2K
26,250
-31%
增持
INDI
INDIE SEMICONDUCTOR INC
+$144.9K
20,700
+64%
清仓
—
WELLS FARGO & CO PFD
-$143.3K
0
-100%
清仓
LDLFX
LORD ABBETT INVESTMENT
-$141.9K
0
-100%
增持
XLK
SELECT SECTOR SPDR TR
+$141.0K
2,957
+20%
清仓
—
COHEN & STEERS INSTL
-$139.9K
0
-100%
增持
IIIN
INSTEEL INDS INC
+$139.2K
5,250
+2000%
增持
MRVL
MARVELL TECHNOLOGY INC
+$138.7K
5,001
+138%
清仓
—
PGIM ABSOLUTE RETURN
-$138.4K
0
-100%
增持
ABBV
ABBVIE INC
+$138.0K
11,847
+9%
增持
EXAS
EXACT SCIENCES CORP
+$138.0K
5,970
+11%
增持
—
PARAMOUNT GLOBAL
+$137.8K
16,589
+21%
减持
IMMR
IMMERSION CORP
-$136.3K
65,900
-36%
减持
—
AMBARELLA INC
-$133.0K
2,000
-43%
增持
GTLS
CHART INDS INC
+$131.2K
6,106
+11%
减持
FDX
FEDEX CORP
+$131.1K
2,522
-2%
清仓
DODGX
DODGE & COX STOCK FUND
-$130.7K
0
-100%
清仓
GFFFX
AMERICAN FUNDS GROWTH
-$129.5K
0
-100%
增持
—
SPARTANNASH CO
-$129.0K
24,124
+0%
清仓
JGASX
JPMORGAN TR I
-$128.7K
0
-100%
清仓
—
GOLDMAN SACHS TR
-$128.3K
0
-100%
清仓
—
WESTERN DIGITAL CORP
-$128.1K
0
-100%
清仓
LLDYX
LORD ABBETT INVT TR
-$127.8K
0
-100%
清仓
WMFFX
AMERICAN FUNDS
-$122.0K
0
-100%
减持
CAT
CATERPILLAR INC
-$121.5K
1,291
-26%
清仓
—
CELANESE US HOLDINGS LLC
-$121.5K
0
-100%
增持
—
PDC ENERGY INC
+$118.8K
3,429
+115%
清仓
FLMVX
JPMORGAN MID CAP VALUE
-$118.2K
0
-100%
清仓
GLIFX
LAZARD FDS INC
-$114.3K
0
-100%
清仓
PFPWX
PARNASSUS VALUE
-$113.4K
0
-100%
清仓
—
JP MORGAN 4.2 PFD
-$113.1K
0
-100%
清仓
—
HERCULES CAPITAL INC
-$110.5K
0
-100%
清仓
CISIX
CALVERT US LARGE CAP
-$110.1K
0
-100%
清仓
—
AMMO INC
-$108.4K
0
-100%
增持
AGG
ISHARES TR
+$108.3K
5,796
+20%
清仓
—
CLEVELAND-CLIFFS INC
-$108.0K
0
-100%
增持
CVS
CVS HEALTH CORP
-$105.7K
21,753
+18%
增持
DIS
DISNEY WALT CO
+$104.8K
4,524
+13%
增持
DUK
DUKE ENERGY CORP NEW
+$103.7K
4,075
+45%
清仓
—
DUKE ENERGY 5.625 PFD
-$102.5K
0
-100%
