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Financial Security Advisor, Inc. 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Financial Security Advisor, Inc.
报告期 2026-03-31 · CIK 0001997602
持仓数
160
前50大市值合计
$493.6M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($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
24Q1 调仓
2023-12-31 → 2024-03-31 · 共 105 项
建仓 11
增持 57
减持 35
清仓 2
方向
标的
Δ市值
现股数(环比)
增持
CGGR
Capital Group Growth ETF
+$8.1M
2,040,227
+1%
减持
RPG
Invesco S&P 500 Pure Growth ETF
+$2.9M
783,577
-2%
增持
USFR
Wisdomtree Floating Rate Treasury Fund
+$2.8M
256,900
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。
+28%
增持
BRK/B
Berkshire Hathaway Inc Cl B
+$2.7M
41,972
+0%
增持
JPST
JPMorgan Ultra-Short Income ETF
+$2.6M
167,158
+44%
增持
NVDA
NVIDIA Corp
+$1.4M
3,343
+3%
增持
MSFT
Microsoft Corp
+$1.3M
27,447
+1%
减持
AAPL
Apple Inc.
-$1.3M
54,639
-1%
增持
TCAF
T. Rowe Price Capital Apprec Eq ETF
+$990.5K
114,051
+28%
增持
LLY
Eli Lilly and Co
+$851.5K
4,194
+1%
增持
HCA
HCA Healthcare Inc
+$593.8K
7,530
+6%
减持
—
Exxon Mobil Corp
+$546.1K
37,770
-2%
增持
GOOGL
Alphabet Inc Cl A
+$441.8K
31,416
+2%
增持
AMZN
Amazon.Com Inc
+$430.5K
14,859
+0%
增持
MO
Altria Group Inc
+$424.7K
86,789
+7%
增持
WMT
Walmart Inc
+$411.5K
56,101
+199%
减持
AXP
American Express Co
+$380.1K
9,836
-1%
增持
SPY
SPDR S&P 500 ETF Trust
+$335.3K
3,386
+12%
减持
SPYM
SPDR Portfolio S&P 500 ETF
+$324.9K
63,399
-1%
减持
PH
Parker Hannifin Corp
+$283.3K
3,179
-1%
增持
ORCL
Oracle Corp
+$281.7K
8,643
+13%
增持
META
Meta Platforms Inc Class A
+$279.5K
1,894
+5%
减持
MCD
McDonalds Corp
-$249.8K
15,156
-1%
建仓
—
SpringWorks Therapeutics Inc Ordinary Shares
+$246.1K
5,000
减持
PG
Procter & Gamble Co
+$243.2K
19,147
-2%
建仓
GBTC
Grayscale Bitcoin Trust (BTC)
+$238.6K
3,777
建仓
—
Arista Networks Inc
+$235.5K
812
增持
TSLA
Tesla Inc
-$234.4K
3,265
+0%
建仓
RTX
RTX Corp
+$226.4K
2,321
建仓
BDX
Becton Dickinson & Co
+$226.3K
911
清仓
LDOS
Leidos Hldgs Inc
-$211.9K
0
-100%
减持
SLYG
SPDR S&P 600 Small Cap Growth ETF
+$209.9K
67,806
-1%
清仓
SBUX
Starbucks Corp
-$209.2K
0
-100%
建仓
IBIT
iShares Bitcoin Trust ETF
+$207.0K
5,115
建仓
AMAT
Applied Materials Inc
+$207.0K
1,004
建仓
BTCO
Invesco Galaxy Botcoin ETF
+$206.6K
2,910
建仓
SAIC
Science Applications Intl Corp
+$205.2K
1,574
建仓
MA
Mastercard Inc
+$203.9K
423
建仓
CGGO
Capital Group Global Equity ETF
+$200.9K
6,976
减持
VZ
Verizon Communications, Inc.
+$176.7K
66,104
-4%
增持
AVGO
Broadcom Inc
+$150.8K
609
+3%
增持
MRK
Merck & Co Inc
+$145.8K
6,008
+1%
减持
SPSM
SPDR Portfolio S&P 600 Sm Cap ETF
+$141.1K
451,747
-1%
增持
—
Chubb Ltd
+$138.9K
4,189
+0%
增持
FCNCA
First Ctzns Bancshares Inc N C Cl A
+$132.6K
610
+0%
减持
DIS
The Walt Disney Co
+$115.4K
4,104
-4%
增持
COST
Costco Wholesale Corp.
+$112.7K
781
+15%
增持
ELV
Elevance Health Inc
+$110.4K
2,319
+0%
增持
MKL
Markel Group Inc
+$97.5K
499
+7%
增持
MAIN
Main Street Capital Corp
+$88.2K
10,736
+11%
增持
DHR
Danaher Corp
+$85.6K
1,728
+16%
减持
TOWN
Towne Bank
-$85.4K
35,101
-2%
增持
TFC
Truist Financial Corp
+$76.3K
35,283
+0%
增持
NSC
Norfolk Southern Corp
+$75.2K
3,985
+0%
增持
GPC
Genuine Parts Co
+$75.2K
1,775
+23%
增持
HD
The Home Depot Inc
+$74.8K
1,948
+0%
减持
JNJ
Johnson & Johnson
-$69.1K
46,310
-2%
减持
ABBV
AbbVie Inc
+$67.6K
3,069
-3%
增持
COF
Capital One Finl Corp
+$67.6K
3,255
+2%
增持
WRB
Berkley W R Corp
+$65.2K
3,660
+0%
增持
IBM
International Business Machines Corp
+$64.8K
2,349
+0%
减持
LMT
Lockheed Martin Corp
-$62.4K
2,335
-6%
增持
—
Pioneer Natural Resources Co
+$58.2K
1,460
+1%
减持
KO
Coca-Cola Co.
+$54.4K
23,860
-1%
增持
INTC
Intel Corp
-$54.3K
10,319
+2%
增持
VMC
Vulcan Materials Co
+$51.5K
1,112
+0%
增持
PSX
Phillips 66
+$47.0K
1,515
+1%
减持
GS
Goldman Sachs Group Inc
+$42.0K
2,980
-4%
减持
JPM
JPMorgan Chase & Co
+$40.4K
2,475
-8%
增持
CSCO
Cisco Systems Inc
-$39.5K
84,545
+0%
减持
BABA
Alibaba Group Hldg Ltd ADR
-$39.1K
5,369
-1%
减持
BAC
Bank of America Corp.
+$38.9K
9,108
-1%
增持
WFC
Wells Fargo & Company
+$36.4K
4,091
+0%
增持
VUG
Vanguard Growth ETF
+$33.7K
844
+2%
增持
V
Visa Inc. Class A
+$31.6K
1,614
+0%
增持
NUE
Nucor Corp
+$31.1K
1,280
+0%
减持
DUK
Duke Energy Corp.
-$29.3K
4,842
-6%
减持
IVV
iShares Core S&P 500 ETF
+$26.9K
845
-3%
减持
GOOG
Alphabet Inc Cl C
+$26.3K
6,837
-5%
减持
AMGN
Amgen Inc
-$24.5K
1,502
-4%
增持
VTI
Vanguard Total Stock Market ETF
+$24.1K
1,024
+0%
减持
TXN
Texas Instruments Inc
+$22.9K
6,773
-0%
增持
DE
Deere & Co
+$22.2K
1,927
+0%
增持
CVX
Chevron Corp
+$21.7K
2,317
+1%
增持
UNH
Unitedhealth Group Inc
+$20.2K
1,873
+9%
增持
BMY
Bristol-Myers Squibb Co
+$20.2K
4,439
+3%
增持
PKW
Invesco Buyback Achievers ETF
+$20.0K
2,099
+0%
减持
D
Dominion Energy Inc
+$18.2K
33,396
-3%
增持
PM
Philip Morris Intl Inc
-$18.1K
20,320
+2%
增持
ROK
Rockwell Automation Corp
-$17.0K
958
+0%
增持
PEP
PepsiCo, Inc.
+$16.3K
2,662
+1%
减持
ADP
Automatic Data Processing Inc
+$14.9K
1,265
-2%
减持
MDLZ
Mondelez International Inc Cl A
-$14.6K
4,812
-1%
减持
PFE
Pfizer Inc
-$14.4K
11,796
-1%
减持
COP
Conocophillips
+$12.0K
2,921
-6%
减持
ABT
Abbott Laboratories
+$10.6K
3,747
-1%
减持
BN
Brookfield Corporation
+$8.8K
4,993
-0%
增持
SO
Southern Co
+$8.0K
3,847
+1%
增持
ITW
Illinois Tool Wks Inc
+$8.0K
1,062
+0%
增持
CII
BlackRock Enhanced Cap & Inc Fd Inc
+$6.3K
10,732
+1%
增持
MS
Morgan Stanley
+$6.3K
2,450
+2%
减持
WY
Weyerhaeuser Co
-$5.2K
16,631
-4%
增持
WRAP
Wrap Technologies Inc.
-$3.3K
31,049
+31%
减持
VNLA
Janus Henderson Short Duration Inc ETF
-$1.5K
8,153
-1%
增持
PBR
Petroleo Brasileiro SA Petrobras ADR
+$446
17,590
+5%
