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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
24Q2 调仓
2024-03-31 → 2024-06-30 · 共 109 项
建仓 9
增持 58
减持 34
清仓 8
方向
标的
Δ市值
现股数(环比)
增持
JPST
JPMorgan Ultra-Short Income ETF
+$2.9M
224,516
+34%
增持
CGGR
Capital Group Growth ETF
+$2.7M
2,064,192
+1%
增持
AAPL
Apple Inc
+$2.2M
54,789
+0%
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
USFR
Wisdomtree Floating Rate Treasury Fund
+$1.6M
287,811
+12%
增持
NVDA
NVIDIA Corp
+$1.4M
35,895
+974%
增持
GOOGL
Alphabet Inc Class A
+$1.4M
33,611
+7%
增持
MSFT
Microsoft Corp
+$1.2M
28,510
+4%
减持
SPSM
SPDR Portfolio S&P 600 Sm Cap ETF
-$879.2K
447,001
-1%
减持
JNJ
Johnson & Johnson
-$684.8K
45,437
-2%
增持
TCAF
T. Rowe Price Capital Apprec Eq ETF
+$566.1K
127,790
+12%
增持
LLY
Eli Lilly and Co
+$546.1K
4,207
+0%
减持
RPG
Invesco S&P 500 Pure Growth ETF
-$503.9K
758,696
-3%
减持
TFC
Truist Financial Corp
-$499.7K
22,539
-36%
增持
BRK/B
Berkshire Hathaway Inc Class B
-$499.4K
42,160
+0%
减持
MCD
McDonald's Corp
-$488.4K
14,851
-2%
减持
CSCO
Cisco Systems Inc
-$486.6K
78,575
-7%
建仓
—
Accenture PLC Class A
+$460.6K
1,518
建仓
IVOG
Vanguard S&P Mid-Cap 400 Growth ETF
+$455.6K
4,159
增持
MO
Altria Group Inc
+$435.3K
90,728
+5%
清仓
—
Pioneer Natural Resources Co
-$383.3K
0
-100%
增持
AMZN
Amazon.com Inc
+$297.5K
15,409
+4%
减持
WMT
Walmart Inc
+$294.1K
54,198
-3%
建仓
TSM
Taiwan Semiconductor Manufacturing Co Ltd ADR
+$271.0K
1,555
清仓
—
SpringWorks Therapeutics Inc Ordinary Shares
-$246.1K
0
-100%
减持
VZ
Verizon Communications Inc
-$243.7K
61,348
-7%
建仓
NFLX
Netflix Inc
+$243.0K
360
增持
GOOG
Alphabet Inc Cl C
+$242.4K
6,997
+2%
清仓
BMY
Bristol-Myers Squibb Co
-$240.7K
0
-100%
增持
DHR
Danaher Corp
+$223.0K
2,617
+51%
建仓
LDOS
Leidos Hldgs Inc
+$220.1K
1,509
建仓
NVO
Novo Nordisk A/S ADR
+$218.8K
1,533
增持
PM
Philip Morris International Inc
+$217.5K
20,517
+1%
建仓
VGT
Vanguard Information Technology ETF
+$209.7K
363
建仓
NEE
NextEra Energy Inc
+$207.6K
2,931
建仓
QCOM
Qualcomm Inc
+$207.3K
1,041
清仓
IBIT
iShares Bitcoin Trust ETF
-$207.0K
0
-100%
清仓
BTCO
Invesco Galaxy Botcoin ETF
-$206.6K
0
-100%
清仓
SAIC
Science Applications Intl Corp
-$205.2K
0
-100%
清仓
MA
Mastercard Inc
-$203.9K
0
-100%
增持
ORCL
Oracle Corp
+$203.9K
9,133
+6%
减持
NSC
Norfolk Southern Corp
-$187.2K
3,859
-3%
减持
SLYG
SPDR S&P 600 Small Cap Growth ETF
-$180.3K
66,788
-2%
增持
SPYM
SPDR Portfolio S&P 500 ETF
+$170.3K
63,614
+0%
减持
PH
Parker Hannifin Corp
-$165.4K
3,166
-0%
减持
AVGO
Broadcom Inc
+$164.6K
607
-0%
增持
AMAT
Applied Materials Inc
+$156.8K
1,542
+54%
增持
META
Meta Platforms Inc Class A
+$151.1K
2,123
+12%
增持
INTC
Intel Corp
-$132.6K
10,436
+1%
减持
WY
Weyerhaeuser Co
-$130.4K
16,444
-1%
减持
TXN
Texas Instruments Inc
+$116.8K
6,666
-2%
清仓
NMZ
Nuveen Muni High Income Opp Fd
-$106.1K
0
-100%
减持
DE
Deere & Co
-$103.1K
1,842
-4%
增持
IVV
iShares Core S&P 500 ETF
+$102.0K
998
+18%
增持
DIS
The Walt Disney Co
-$91.9K
4,132
+1%
增持
HCA
HCA Healthcare Inc
-$87.3K
7,560
+0%
减持
GS
Goldman Sachs Group Inc
+$81.9K
2,933
-2%
增持
PG
Procter & Gamble Co
+$68.2K
19,251
+1%
减持
TSLA
Tesla Inc
+$65.6K
3,232
-1%
增持
HD
The Home Depot Inc
-$65.2K
1,981
+2%
增持
MAIN
Main Street Capital Corp
+$64.7K
11,342
+6%
减持
COF
Capital One Finl Corp
-$61.0K
3,059
-6%
增持
ELV
Elevance Health Inc
+$55.7K
2,322
+0%
增持
NUE
Nucor Corp
-$50.5K
1,283
+0%
减持
WRB
Berkley W R Corp
-$48.5K
3,480
-5%
增持
MRK
Merck & Co Inc
-$47.5K
6,020
+0%
增持
—
Exxon Mobil Corp
+$44.7K
38,526
+2%
减持
COP
Conocophillips
-$44.1K
2,865
-2%
减持
LMT
Lockheed Martin Corp
-$43.8K
2,196
-6%
增持
IBM
International Business Machines Corp
-$41.8K
2,352
+0%
减持
PSX
Phillips 66
-$40.7K
1,464
-3%
增持
UNH
Unitedhealth Group Inc
+$36.0K
1,890
+1%
增持
ABT
Abbott Laboratories
-$35.4K
3,759
+0%
减持
D
Dominion Energy Inc
-$34.6K
32,820
-2%
增持
GBTC
Grayscale Bitcoin Trust ETF (BTC)
-$33.2K
3,857
+2%
增持
ITW
Illinois Tool Wks Inc
-$33.2K
1,063
+0%
减持
AXP
American Express Co
+$31.7K
9,809
-0%
减持
KO
Coca-Cola Co
+$28.7K
23,386
-2%
增持
GPC
Genuine Parts Co
-$28.3K
1,783
+0%
增持
VMC
Vulcan Materials Co
-$26.4K
1,114
+0%
增持
PEP
PepsiCo, Inc.
-$25.6K
2,690
+1%
增持
V
Visa Inc Class A
-$25.1K
1,621
+0%
减持
MKL
Markel Group Inc
-$25.0K
466
-7%
增持
TOWN
Towne Bank
-$24.3K
35,240
+0%
增持
DUK
Duke Energy Corp
+$23.8K
4,909
+1%
增持
SO
Southern Co
+$23.7K
3,863
+0%
减持
VUG
Vanguard Growth ETF
+$22.9K
837
-1%
减持
—
Chubb Ltd
-$22.5K
4,166
-1%
减持
VNLA
Janus Henderson Short Duration Inc ETF
-$22.3K
7,687
-6%
增持
MDLZ
Mondelez International Inc Cl A
-$20.2K
4,838
+1%
增持
WRAP
Wrap Technologies Inc.
+$19.6K
44,895
+45%
增持
BAC
Bank of America Corp
+$18.6K
9,208
+1%
增持
ABBV
AbbVie Inc
-$16.5K
3,162
+3%
减持
BABA
Alibaba Group Hldg Ltd ADR
-$15.9K
5,058
-6%
减持
SPY
SPDR S&P 500 ETF Trust
+$15.3K
3,272
-3%
增持
CGGO
Capital Group Global Equity ETF
+$14.2K
7,258
+4%
增持
ROK
Rockwell Automation Corp
-$14.1K
963
+1%
增持
ADP
Automatic Data Processing Inc
-$13.1K
1,269
+0%
减持
AMGN
Amgen Inc
+$11.4K
1,403
-7%
增持
BDX
Becton Dickinson & Co
-$10.7K
922
+1%
增持
VTI
Vanguard Total Stock Market ETF
+$9.8K
1,028
+0%
增持
MS
Morgan Stanley
+$9.0K
2,466
+1%
增持
PKW
Invesco Buyback Achievers ETF
-$8.6K
2,104
+0%
增持
RTX
RTX Corp
+$7.2K
2,326
+0%
增持
WFC
Wells Fargo & Company
+$6.6K
4,104
+0%
增持
CII
BlackRock Enhanced Cap & Inc Fd Inc
+$6.5K
10,790
+1%
增持
JPM
JPMorgan Chase & Co
+$6.5K
2,484
+0%
增持
PBR
Petroleo Brasileiro SA Petrobras ADR
-$5.4K
18,090
+3%
减持
CVX
Chevron Corp
-$4.6K
2,307
-0%
减持
PFE
Pfizer Inc
-$3.2K
11,584
-2%
