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Allegiance Financial Group Advisory Services LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Allegiance Financial Group Advisory Services LLC
报告期 2026-03-31 · CIK 0001964068
持仓数
198
前50大市值合计
$447.2M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($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
25Q4 调仓
2025-09-30 → 2025-12-31 · 共 150 项
建仓 31
增持 68
减持 34
清仓 17
方向
标的
Δ市值
现股数(环比)
增持
AVLV
AMERICAN CENTY ETF TR
+$4.8M
606,602
+7%
增持
VTI
VANGUARD INDEX FDS
+$3.6M
152,943
+6%
建仓
NOW
SERVICENOW INC
+$3.2M
20,785
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
AVDV
AMERICAN CENTY ETF TR
+$3.1M
334,920
+5%
增持
DFAU
DIMENSIONAL ETF TRUST
+$2.5M
579,924
+8%
增持
AVIV
AMERICAN CENTY ETF TR
+$2.2M
290,206
+6%
增持
DFAI
DIMENSIONAL ETF TRUST
+$2.0M
501,378
+7%
增持
ASTS
AST SPACEMOBILE INC
+$1.9M
30,750
+310%
增持
IDEV
ISHARES TR
+$1.8M
230,733
+8%
增持
AVUV
AMERICAN CENTY ETF TR
+$1.8M
233,971
+5%
增持
NVDA
NVIDIA CORPORATION
+$1.5M
18,516
+76%
增持
AVIG
AMERICAN CENTY ETF TR
+$1.4M
540,374
+7%
增持
DFSD
DIMENSIONAL ETF TRUST
+$1.4M
462,898
+7%
增持
MSFT
MICROSOFT CORP
-$1.3M
39,080
+0%
增持
AVES
AMERICAN CENTY ETF TR
+$1.0M
184,744
+8%
增持
RBLX
ROBLOX CORP
-$869.7K
15,723
+2%
增持
USHY
ISHARES TR
+$820.4K
471,874
+6%
增持
GOOG
ALPHABET INC
+$813.2K
10,951
+2%
增持
AVRE
AMERICAN CENTY ETF TR
+$805.2K
309,501
+9%
增持
AAPL
APPLE INC
+$779.3K
15,778
+14%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$679.3K
17,419
+202%
增持
IEMG
ISHARES INC
+$664.7K
111,263
+8%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$660.1K
7,448
+105%
增持
CNC
CENTENE CORP DEL
+$584.2K
21,099
+165%
减持
UBER
UBER TECHNOLOGIES INC
-$537.7K
32,817
-0%
增持
TEAM
ATLASSIAN CORPORATION
+$513.9K
4,457
+241%
减持
VOO
VANGUARD INDEX FDS
-$493.4K
12,166
-8%
建仓
ABNB
AIRBNB INC
+$491.8K
3,624
清仓
META
META PLATFORMS INC
-$477.6K
0
-100%
建仓
MU
MICRON TECHNOLOGY INC
+$461.8K
1,618
减持
DASH
DOORDASH INC
-$455.7K
1,192
-55%
增持
FCNCA
FIRST CTZNS BANCSHARES INC D
+$444.9K
1,196
+1%
建仓
—
CHUBB LIMITED
+$442.9K
1,419
建仓
JBHT
HUNT J B TRANS SVCS INC
+$419.0K
2,156
建仓
NTRA
NATERA INC
+$389.7K
1,701
清仓
ZJUN
INNOVATOR ETFS TRUST
-$383.4K
0
-100%
建仓
LVS
LAS VEGAS SANDS CORP
+$379.7K
5,833
清仓
HD
HOME DEPOT INC
-$356.6K
0
-100%
清仓
JPM
JPMORGAN CHASE & CO.
-$351.7K
0
-100%
清仓
NTNX
NUTANIX INC
-$345.9K
0
-100%
建仓
SNDK
SANDISK CORP
+$344.0K
1,449
增持
PCG
PG&E CORP
+$329.7K
42,177
+83%
建仓
MKTX
MARKETAXESS HLDGS INC
+$329.5K
1,818
建仓
UPS
UNITED PARCEL SERVICE INC
+$327.0K
3,297
建仓
FCX
FREEPORT-MCMORAN INC
+$321.7K
6,334
建仓
—
ELASTIC N V
+$316.1K
4,190
增持
AMZN
AMAZON COM INC
+$314.6K
6,398
+21%
清仓
MOH
MOLINA HEALTHCARE INC
-$306.0K
0
-100%
建仓
REGN
REGENERON PHARMACEUTICALS
+$301.8K
391
建仓
MTCH
MATCH GROUP INC NEW
+$289.9K
8,978
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$288.7K
868
-40%
建仓
EXAS
EXACT SCIENCES CORP
+$284.4K
2,800
减持
VO
VANGUARD INDEX FDS
-$282.6K
4,854
-15%
建仓
DKNG
DRAFTKINGS INC NEW
+$282.5K
8,197
清仓
ADBE
ADOBE INC
-$280.8K
0
-100%
清仓
AVGO
BROADCOM INC
-$280.8K
0
-100%
建仓
NEM
NEWMONT CORP
+$280.7K
2,811
建仓
TGT
TARGET CORP
+$274.8K
2,811
建仓
KDP
KEURIG DR PEPPER INC
+$273.0K
9,746
建仓
CMG
CHIPOTLE MEXICAN GRILL INC
+$272.7K
7,371
减持
VONG
VANGUARD SCOTTSDALE FDS
-$272.0K
18,399
-12%
建仓
UTHR
UNITED THERAPEUTICS CORP DEL
+$269.9K
554
减持
MPC
MARATHON PETE CORP
-$264.5K
2,489
-28%
建仓
COP
CONOCOPHILLIPS
+$263.2K
2,812
建仓
DHR
DANAHER CORPORATION
+$262.3K
1,146
建仓
CIEN
CIENA CORP
+$261.7K
1,119
清仓
CHWY
CHEWY INC
-$258.4K
0
-100%
建仓
LRCX
LAM RESEARCH CORP
+$251.6K
1,470
建仓
WDC
WESTERN DIGITAL CORP
+$243.6K
1,414
增持
EIX
EDISON INTL
+$241.5K
9,048
+66%
建仓
CMCSA
COMCAST CORP NEW
+$241.5K
8,079
增持
ZM
ZOOM COMMUNICATIONS INC
+$239.2K
6,369
+69%
建仓
FTNT
FORTINET INC
+$238.0K
2,997
增持
MRK
MERCK & CO INC
+$233.4K
7,231
+16%
减持
HOOD
ROBINHOOD MKTS INC
-$232.5K
3,761
-18%
建仓
DG
DOLLAR GEN CORP NEW
+$228.6K
1,722
减持
UJUL
INNOVATOR ETFS TRUST
-$228.0K
5,991
-50%
减持
VTWO
VANGUARD SCOTTSDALE FDS
-$225.4K
30,176
-9%
清仓
LOB
LIVE OAK BANCSHARES INC
-$222.7K
0
-100%
减持
ZJUL
INNOVATOR ETFS TRUST
-$221.7K
7,682
-50%
清仓
BAH
BOOZ ALLEN HAMILTON HLDG COR
-$221.5K
0
-100%
建仓
ALGN
ALIGN TECHNOLOGY INC
+$219.2K
1,404
减持
TSLA
TESLA INC
-$214.2K
1,462
-25%
清仓
ALNY
ALNYLAM PHARMACEUTICALS INC
-$210.7K
0
-100%
建仓
DOV
DOVER CORP
+$208.3K
1,067
清仓
CEG
CONSTELLATION ENERGY CORP
-$208.3K
0
-100%
清仓
—
EVEREST GROUP LTD
-$204.5K
0
-100%
清仓
BMRN
BIOMARIN PHARMACEUTICAL INC
-$204.4K
0
-100%
增持
ILMN
ILLUMINA INC
+$203.3K
4,154
+16%
增持
MEDP
MEDPACE HLDGS INC
+$199.9K
897
+52%
减持
VWO
VANGUARD INTL EQUITY INDEX F
-$198.4K
44,189
-7%
增持
FIX
COMFORT SYS USA INC
+$197.2K
748
+23%
增持
EXPE
EXPEDIA GROUP INC
+$192.1K
1,954
+16%
减持
VSS
VANGUARD INTL EQUITY INDEX F
-$168.3K
20,327
-6%
增持
GE
GE AEROSPACE
+$166.1K
4,158
+12%
减持
GM
GENERAL MTRS CO
+$162.0K
8,193
-1%
增持
COF
CAPITAL ONE FINL CORP
+$159.1K
1,737
+41%
增持
JNJ
JOHNSON & JOHNSON
+$152.7K
6,017
+2%
减持
V
VISA INC
-$140.6K
2,053
-19%
清仓
XRAY
DENTSPLY SIRONA INC
-$139.8K
0
-100%
增持
PEP
PEPSICO INC
+$132.4K
4,357
+24%
增持
—
TECHNIPFMC PLC
+$131.0K
7,774
+42%
增持
GEV
GE VERNOVA INC
+$128.0K
926
+19%
增持
PDEC
INNOVATOR ETFS TRUST
+$121.6K
11,458
+28%
增持
BND
VANGUARD BD INDEX FDS
+$116.1K
35,553
+5%
减持
PG
PROCTER AND GAMBLE CO
-$108.6K
7,195
-3%
增持
INCY
INCYTE CORP
+$105.8K
4,547
+12%
减持
SIRI
SIRIUSXM HOLDINGS INC
-$104.0K
10,929
-21%
增持
ANET
ARISTA NETWORKS INC
+$103.5K
2,510
+62%
增持
EXEL
EXELIXIS INC
+$99.6K
8,903
+27%
增持
ZS
ZSCALER INC
-$98.7K
1,397
+1%
减持
DFIV
DIMENSIONAL ETF TRUST
+$98.0K
57,434
-4%
增持
INTC
INTEL CORP
+$96.6K
21,889
+3%
减持
ZDEK
INNOVATOR ETFS TRUST
-$96.5K
18,481
-18%
增持
RL
RALPH LAUREN CORP
+$95.5K
1,580
+7%
增持
DAL
DELTA AIR LINES INC DEL
+$91.9K
4,418
+17%
减持
VZ
VERIZON COMMUNICATIONS INC
-$88.4K
8,066
-15%
增持
—
EXXON MOBIL CORP
+$86.4K
7,649
+3%
增持
VEEV
VEEVA SYS INC
-$85.1K
1,180
+1%
减持
VEU
VANGUARD INTL EQUITY INDEX F
-$84.2K
72,896
-4%
减持
CME
CME GROUP INC
-$78.0K
1,799
-15%
增持
BKNG
BOOKING HOLDINGS INC
+$77.9K
71
+27%
减持
NUE
NUCOR CORP
-$74.5K
1,233
-39%
增持
MCK
MCKESSON CORP
+$73.9K
685
+9%
增持
DISV
DIMENSIONAL ETF TRUST
+$73.7K
30,338
+0%
增持
TFC
TRUIST FINL CORP
+$73.1K
6,850
+19%
减持
UDEC
INNOVATOR ETFS TRUST
-$72.1K
12,988
-15%
增持
NBIX
NEUROCRINE BIOSCIENCES INC
+$71.8K
2,272
+27%
清仓
DERM
JOURNEY MED CORP
-$71.2K
0
-100%
减持
VONV
VANGUARD SCOTTSDALE FDS
-$69.5K
14,938
-8%
减持
GWRE
GUIDEWIRE SOFTWARE INC
-$68.3K
2,175
-1%
增持
BBY
BEST BUY INC
+$64.8K
4,815
+43%
增持
PNC
PNC FINL SVCS GROUP INC
+$60.7K
1,880
+14%
减持
BNDX
VANGUARD CHARLOTTE FDS
-$59.8K
15,579
-5%
增持
BAC
BANK AMERICA CORP
+$57.2K
4,762
+20%
减持
AIG
AMERICAN INTL GROUP INC
-$55.9K
2,372
-28%
减持
LDOS
LEIDOS HOLDINGS INC
-$51.8K
5,743
-0%
增持
DFUS
DIMENSIONAL ETF TRUST
+$50.5K
26,688
+0%
减持
KDEC
INNOVATOR ETFS TRUST
-$50.3K
9,141
-18%
增持
VRSN
VERISIGN INC
+$48.1K
2,122
+27%
减持
—
TRANE TECHNOLOGIES PLC
-$46.6K
560
-11%
增持
APH
AMPHENOL CORP NEW
+$44.6K
2,848
+4%
增持
WMT
WALMART INC
+$43.7K
3,239
+5%
增持
DFUV
DIMENSIONAL ETF TRUST
+$43.1K
22,161
+0%
增持
AVLC
AMERICAN CENTY ETF TR
+$36.9K
5,363
+7%
增持
DUK
DUKE ENERGY CORP NEW
+$31.6K
3,066
+16%
增持
LYFT
LYFT INC
-$31.3K
18,153
+4%
减持
TPR
TAPESTRY INC
+$31.0K
3,186
-4%
减持
ULTA
ULTA BEAUTY INC
+$30.9K
643
-2%
增持
AME
AMETEK INC
+$30.7K
1,254
+4%
