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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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 150 项
建仓 40
增持 54
减持 35
清仓 21
方向
标的
Δ市值
现股数(环比)
减持
MSFT
MICROSOFT CORP
-$5.1M
37,368
-4%
增持
AVLV
AMERICAN CENTY ETF TR
+$5.0M
632,785
+4%
建仓
META
META PLATFORMS INC
+$4.8M
8,399
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
AVUV
AMERICAN CENTY ETF TR
+$3.4M
246,596
+5%
增持
AVDV
AMERICAN CENTY ETF TR
+$2.4M
339,046
+1%
增持
DFSD
DIMENSIONAL ETF TRUST
+$2.3M
511,899
+11%
增持
AVIV
AMERICAN CENTY ETF TR
+$2.0M
303,419
+5%
增持
AVIG
AMERICAN CENTY ETF TR
+$2.0M
593,902
+10%
增持
DFAI
DIMENSIONAL ETF TRUST
+$1.5M
529,016
+6%
增持
IDEV
ISHARES TR
+$1.4M
244,628
+6%
增持
AVRE
AMERICAN CENTY ETF TR
+$1.4M
337,833
+9%
增持
VTI
VANGUARD INDEX FDS
+$1.3M
163,814
+7%
增持
USHY
ISHARES TR
+$1.2M
512,430
+9%
减持
VOO
VANGUARD INDEX FDS
-$1.1M
11,010
-10%
增持
AVES
AMERICAN CENTY ETF TR
+$1.0M
196,445
+6%
增持
NOW
SERVICENOW INC
-$961.1K
21,262
+2%
增持
IEMG
ISHARES INC
+$932.8K
120,636
+8%
增持
DFAU
DIMENSIONAL ETF TRUST
+$802.8K
619,449
+7%
清仓
TEAM
ATLASSIAN CORPORATION
-$722.7K
0
-100%
减持
AAPL
APPLE INC
-$709.7K
14,117
-11%
建仓
PWZ
INVESCO EXCH TRADED FD TR II
+$617.5K
25,870
减持
RBLX
ROBLOX CORP
-$585.0K
12,182
-23%
减持
VEU
VANGUARD INTL EQUITY INDEX F
-$579.1K
63,691
-13%
减持
VONG
VANGUARD SCOTTSDALE FDS
-$548.3K
15,423
-16%
建仓
SPGI
S&P GLOBAL INC
+$533.4K
1,254
清仓
UDEC
INNOVATOR ETFS TRUST
-$514.8K
0
-100%
清仓
ZDEK
INNOVATOR ETFS TRUST
-$475.6K
0
-100%
增持
FIX
COMFORT SYS USA INC
+$440.9K
826
+10%
清仓
GWRE
GUIDEWIRE SOFTWARE INC
-$437.2K
0
-100%
减持
GOOG
ALPHABET INC
-$432.6K
10,472
-4%
增持
—
EXXON MOBIL CORP
+$427.5K
7,945
+4%
清仓
HOOD
ROBINHOOD MKTS INC
-$425.4K
0
-100%
增持
MPC
MARATHON PETE CORP
+$417.6K
3,368
+35%
减持
VTWO
VANGUARD SCOTTSDALE FDS
-$393.9K
26,048
-14%
建仓
SCHF
SCHWAB STRATEGIC TR
+$387.2K
15,645
减持
VO
VANGUARD INDEX FDS
-$382.7K
3,573
-26%
清仓
IBM
INTERNATIONAL BUSINESS MACHS
-$355.8K
0
-100%
建仓
ADBE
ADOBE INC
+$355.4K
1,462
清仓
ADSK
AUTODESK INC
-$354.0K
0
-100%
清仓
LYFT
LYFT INC
-$351.6K
0
-100%
建仓
OXY
OCCIDENTAL PETE CORP
+$351.0K
5,400
建仓
AVGO
BROADCOM INC
+$332.7K
1,075
建仓
EME
EMCOR GROUP INC
+$330.8K
448
建仓
FDX
FEDEX CORP
+$322.0K
904
建仓
NYT
NEW YORK TIMES CO MTN BE
+$320.5K
3,828
增持
VRT
VERTIV HOLDINGS CO
+$320.3K
2,221
+52%
建仓
SCHD
SCHWAB STRATEGIC TR
+$317.8K
10,360
清仓
—
ELASTIC N V
-$316.1K
0
-100%
清仓
ZS
ZSCALER INC
-$314.2K
0
-100%
建仓
TER
TERADYNE INC
+$311.9K
1,052
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$311.2K
20,623
+18%
建仓
BA
BOEING CO
+$310.9K
1,562
建仓
LMT
LOCKHEED MARTIN CORP
+$310.7K
514
减持
VSS
VANGUARD INTL EQUITY INDEX F
-$310.6K
17,853
-12%
建仓
INTU
INTUIT
+$310.0K
717
增持
EIX
EDISON INTL
+$305.2K
11,592
+28%
建仓
FIVE
FIVE BELOW INC
+$299.1K
1,309
建仓
DOW
DOW HLDGS INC
+$291.8K
7,005
增持
WDC
WESTERN DIGITAL CORP
+$289.5K
1,971
+39%
减持
BND
VANGUARD BD INDEX FDS
-$286.3K
31,872
-10%
建仓
EFX
EQUIFAX INC
+$284.9K
1,582
清仓
EXAS
EXACT SCIENCES CORP
-$284.4K
0
-100%
建仓
KMX
CARMAX INC
+$275.3K
6,622
建仓
PSX
PHILLIPS 66
+$274.7K
1,508
增持
MU
MICRON TECHNOLOGY INC
+$274.0K
2,178
+35%
清仓
KDP
KEURIG DR PEPPER INC
-$273.0K
0
-100%
增持
ABNB
AIRBNB INC
+$272.0K
6,049
+67%
清仓
DASH
DOORDASH INC
-$270.0K
0
-100%
增持
UBER
UBER TECHNOLOGIES INC
-$265.2K
33,592
+2%
建仓
MOH
MOLINA HEALTHCARE INC
+$264.7K
1,986
增持
DHR
DANAHER CORP DEL
+$264.2K
2,777
+142%
建仓
LULU
LULULEMON ATHLETICA INC
+$256.6K
1,676
建仓
VEA
VANGUARD TAX-MANAGED FDS
+$256.1K
3,996
清仓
SSNC
SS&C TECHNOLOGIES HLDGS INC
-$251.9K
0
-100%
减持
LDOS
LEIDOS HOLDINGS INC
-$251.9K
5,041
-12%
清仓
ALL
ALLSTATE CORP
-$250.6K
0
-100%
增持
FCNCA
FIRST CTZNS BANCSHARES INC D
-$250.6K
1,229
+3%
增持
—
TECHNIPFMC PLC
+$245.8K
8,567
+10%
清仓
MANH
MANHATTAN ASSOCIATES INC
-$245.1K
0
-100%
减持
BSV
VANGUARD BD INDEX FDS
-$244.9K
11,546
-21%
增持
FTNT
FORTINET INC
+$236.0K
5,800
+94%
清仓
KDEC
INNOVATOR ETFS TRUST
-$233.5K
0
-100%
增持
GEV
GE VERNOVA INC
+$232.8K
960
+4%
清仓
PANW
PALO ALTO NETWORKS INC
-$231.7K
0
-100%
减持
PDEC
INNOVATOR ETFS TRUST
-$225.4K
6,392
-44%
建仓
HAS
HASBRO INC
+$223.9K
2,392
建仓
MDB
MONGODB INC
+$221.5K
905
建仓
—
LINDE PLC
+$220.6K
445
建仓
BIIB
BIOGEN INC
+$220.0K
1,200
清仓
ALGN
ALIGN TECHNOLOGY INC
-$219.2K
0
-100%
建仓
BMRN
BIOMARIN PHARMACEUTICAL INC
+$218.4K
3,867
减持
ZM
ZOOM COMMUNICATIONS INC
-$218.3K
4,125
-35%
清仓
—
TRANE TECHNOLOGIES PLC
-$218.0K
0
-100%
建仓
OSK
OSHKOSH CORP
+$216.7K
1,472
建仓
BURL
BURLINGTON STORES INC
+$216.1K
664
建仓
GLW
CORNING INC
+$214.6K
1,578
建仓
CI
THE CIGNA GROUP
+$213.7K
801
增持
PCG
PG&E CORP
+$205.5K
50,275
+19%
建仓
CPRT
COPART INC
+$204.8K
6,169
建仓
MRSH
MARSH & MCLENNAN COS INC
+$204.5K
1,179
建仓
AA
ALCOA CORP
+$204.2K
3,078
建仓
—
AON PLC
+$204.0K
632
清仓
AIG
AMERICAN INTL GROUP INC
-$202.9K
0
-100%
建仓
GD
GENERAL DYNAMICS CORP
+$202.5K
590
建仓
BWA
BORGWARNER INC
+$201.7K
3,718
建仓
TXRH
TEXAS ROADHOUSE INC
+$201.1K
1,218
建仓
TXT
TEXTRON INC
+$200.5K
2,290
减持
V
VISA INC
-$188.1K
1,760
-14%
减持
SNDK
SANDISK CORP
+$186.5K
835
-42%
增持
CIEN
CIENA CORP
+$184.0K
1,148
+3%
减持
CNC
CENTENE CORP DEL
-$182.9K
20,933
-1%
减持
MEDP
MEDPACE HLDGS INC
-$172.5K
690
-23%
增持
NVDA
NVIDIA CORPORATION
-$170.3K
18,824
+2%
增持
SNOW
SNOWFLAKE INC
-$165.5K
2,857
+5%
减持
ASTS
AST SPACEMOBILE INC
+$163.4K
28,922
-6%
增持
CVX
CHEVRON CORPORATION
+$161.8K
2,116
+17%
增持
AMZN
AMAZON COM INC
+$160.4K
7,861
+23%
减持
VONV
VANGUARD SCOTTSDALE FDS
-$143.7K
13,175
-12%
减持
LVS
LAS VEGAS SANDS CORP
-$143.0K
4,392
-25%
增持
TGT
TARGET CORP
+$140.1K
3,423
+22%
增持
DUK
DUKE ENERGY CORP NEW
+$139.6K
3,810
+24%
减持
ADT
ADT INC DEL
-$138.5K
23,054
-36%
减持
TSLA
TESLA INC
-$137.0K
1,400
-4%
减持
DFIV
DIMENSIONAL ETF TRUST
-$131.6K
51,808
-10%
减持
EXPE
EXPEDIA GROUP INC
-$131.3K
1,829
-6%
增持
DG
DOLLAR GEN CORP
+$129.6K
3,017
+75%
减持
INTC
INTEL CORP
+$124.0K
21,113
-4%
减持
JNJ
JOHNSON & JOHNSON
+$112.2K
5,553
-8%
增持
—
JOHNSON CONTROLS INTERNATION
+$111.2K
2,957
+28%
减持
WMT
WALMART INC
-$110.5K
2,014
-38%
增持
FCX
FREEPORT MCMORAN INC
+$106.5K
7,284
+15%
减持
VWO
VANGUARD INTL EQUITY INDEX F
-$106.4K
41,984
-5%
增持
NBIX
NEUROCRINE BIOSCIENCES INC
+$104.3K
3,238
+43%
增持
SPY
STATE STR SPDR S&P 500 ETF T
-$102.6K
3,490
+0%
增持
REGN
REGENERON PHARMACEUTICALS
+$93.0K
511
+31%
增持
DINO
HF SINCLAIR CORP
+$91.7K
5,129
+4%
减持
MTCH
MATCH GROUP INC NEW
-$88.5K
6,557
-27%
减持
—
MEDTRONIC PLC
-$88.5K
3,048
-17%
增持
JBHT
HUNT J B TRANS SVCS INC
+$81.9K
2,364
+10%
增持
SIRI
SIRIUSXM HOLDINGS INC
+$81.8K
13,015
+19%
增持
DFUS
DIMENSIONAL ETF TRUST
-$79.8K
26,789
+0%
增持
HWM
HOWMET AEROSPACE INC
+$78.9K
2,893
+1%
减持
FSCO
FS CREDIT OPPORTUNITIES CORP
-$77.1K
47,689
-6%
减持
BNDX
VANGUARD CHARLOTTE FDS
-$71.4K
14,181
-9%
增持
TPR
TAPESTRY INC
+$70.9K
3,387
+6%
增持
DFSV
DIMENSIONAL ETF TRUST
+$70.8K
9,510
+19%
增持
PEP
PEPSICO INC
+$69.8K
4,476
+3%
减持
VZ
VERIZON COMMUNICATIONS INC
-$66.7K
5,215
-35%
增持
LRCX
LAM RESEARCH CORP
+$64.8K
1,481
+1%
增持
DAL
DELTA AIR LINES INC
+$59.0K
5,500
+24%
