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PFS Partners, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
PFS Partners, LLC
报告期 2026-03-31 · CIK 0002002654
持仓数
590
前50大市值合计
$193.3M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($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
22Q3
22Q2
22Q1
21Q4
24Q3 调仓
2024-06-30 → 2024-09-30 · 共 150 项
建仓 22
增持 65
减持 52
清仓 11
方向
标的
Δ市值
现股数(环比)
增持
TFLO
ISHARES TR
+$4.4M
118,233
+282%
增持
HEI
HEICO CORP NEW
+$1.4M
14,483
+38%
减持
DGRO
ISHARES TR
+$1.0M
231,115
-1%
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。
减持
KJAN
INNOVATOR ETFS TRUST
+$961.0K
521,820
-1%
增持
XMLV
INVESCO EXCH TRADED FD TR II
+$777.4K
126,057
+1%
增持
XLF
SELECT SECTOR SPDR TR
+$707.2K
147,989
+1%
增持
IAPR
INNOVATOR ETFS TRUST
+$621.7K
285,322
+3%
增持
KNG
FIRST TR EXCHANGE-TRADED FD
+$568.8K
93,893
+4%
增持
IMCG
ISHARES TR
+$539.5K
92,342
+1%
增持
LMBS
FIRST TR EXCHANGE-TRADED FD
+$485.6K
173,607
+3%
增持
—
CHUBB LIMITED
+$475.3K
5,306
+28%
增持
FSMB
FIRST TR EXCH TRADED FD III
+$436.0K
641,826
+2%
增持
KAPR
INNOVATOR ETFS TRUST
+$434.9K
19,961
+189%
增持
FPE
FIRST TR EXCH TRADED FD III
+$395.2K
351,221
+2%
减持
GSLC
GOLDMAN SACHS ETF TR
+$250.4K
58,817
-2%
增持
XJUN
FIRST TR EXCHNG TRADED FD VI
+$230.2K
8,980
+197%
减持
IVV
ISHARES TR
+$227.0K
10,068
-1%
建仓
ISEP
INNOVATOR ETFS TRUST
+$226.7K
7,824
建仓
KAUG
INNOVATOR ETFS TRUST
+$207.6K
8,289
建仓
XJUL
FIRST TR EXCHNG TRADED FD VI
+$203.2K
5,817
减持
DINO
HF SINCLAIR CORP
-$197.7K
2,797
-54%
减持
MU
MICRON TECHNOLOGY INC
-$184.6K
6,610
-0%
建仓
EIM
EATON VANCE MUN BD FD
+$154.4K
14,346
建仓
—
TE CONNECTIVITY PLC
+$106.2K
702
清仓
—
TE CONNECTIVITY LTD
-$105.6K
0
-100%
减持
FTSM
FIRST TR EXCHANGE-TRADED FD
-$105.4K
2,197
-45%
减持
AAPL
APPLE INC
+$93.8K
6,590
-4%
减持
NVDA
NVIDIA CORPORATION
-$92.0K
4,239
-14%
建仓
XSEP
FIRST TR EXCHNG TRADED FD VI
+$81.2K
2,116
减持
IBM
INTERNATIONAL BUSINESS MACHS
+$77.1K
1,670
-1%
减持
T
AT&T INC
+$75.8K
27,585
-1%
建仓
ATO
ATMOS ENERGY CORP
+$69.4K
500
减持
BA
BOEING CO
-$59.3K
459
-35%
减持
GOOGL
ALPHABET INC
-$59.0K
1,166
-16%
减持
GE
GE AEROSPACE
+$54.7K
2,445
-4%
清仓
NLY
ANNALY CAPITAL MANAGEMENT IN
-$53.7K
0
-100%
减持
XDEC
FIRST TR EXCHNG TRADED FD VI
-$52.3K
6,916
-19%
增持
HON
HONEYWELL INTL INC
-$51.9K
7,718
+0%
减持
LLY
ELI LILLY & CO
-$51.6K
325
-13%
建仓
XAUG
FIRST TR EXCHNG TRADED FD VI
+$50.8K
1,506
增持
IJUN
INNOVATOR ETFS TRUST
+$49.8K
2,002
+1902%
增持
—
EXXON MOBIL CORP
+$48.6K
18,520
+0%
减持
VZ
VERIZON COMMUNICATIONS INC
+$45.8K
12,899
-0%
减持
FRBA
FIRST BK WILLIAMSTOWN NEW JE
+$44.9K
29,925
-7%
减持
GEV
GE VERNOVA INC
+$44.8K
609
-5%
增持
MAA
MID-AMER APT CMNTYS INC
+$44.0K
2,480
+1%
增持
TSLA
TESLA INC
+$42.1K
487
+13%
减持
HD
HOME DEPOT INC
+$40.7K
1,522
-9%
增持
MRK
MERCK & CO INC
-$34.8K
3,663
+1%
建仓
EBC
EASTERN BANKSHARES INC
+$32.0K
1,952
建仓
FSEP
FIRST TR EXCHNG TRADED FD VI
+$30.3K
675
建仓
BUFG
FIRST TR EXCHNG TRADED FD VI
+$30.3K
1,258
建仓
GSEP
FIRST TR EXCHNG TRADED FD VI
+$30.3K
876
增持
KO
COCA COLA CO
+$29.9K
3,630
+0%
减持
XMAR
FIRST TR EXCHNG TRADED FD VI
-$29.7K
359,542
-3%
增持
GLAD
GLADSTONE CAPITAL CORP
+$29.5K
1,969
+156%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$29.2K
714
-3%
增持
MSFT
MICROSOFT CORP
-$28.0K
1,707
+0%
增持
DSM
BNY MELLON STRATEGIC MUN BD
+$28.0K
85,909
+1%
增持
SHEL
SHELL PLC
-$28.0K
5,013
+1%
清仓
—
CAMBRIDGE BANCORP
-$27.2K
0
-100%
增持
OCSL
OAKTREE SPECIALTY LENDING CO
+$26.4K
1,936
+601%
建仓
IAUG
INNOVATOR ETFS TRUST
+$25.4K
993
增持
KJUN
INNOVATOR ETFS TRUST
+$24.9K
13,208
+2%
减持
CSCO
CISCO SYS INC
-$24.8K
4,100
-20%
减持
AMZN
AMAZON COM INC
-$24.8K
1,904
-3%
增持
MAR
MARRIOTT INTL INC NEW
+$24.1K
3,279
+0%
减持
IXN
ISHARES TR
-$22.4K
676
-28%
减持
CVX
CHEVRON CORP NEW
-$21.7K
1,420
-4%
增持
VLO
VALERO ENERGY CORP
-$21.4K
1,011
+0%
增持
MO
ALTRIA GROUP INC
+$20.6K
3,332
+2%
增持
F
FORD MTR CO
-$20.6K
13,726
+4%
增持
FMB
FIRST TR EXCHANGE-TRADED FD
+$20.1K
10,209
+2%
建仓
ULTA
ULTA BEAUTY INC
+$19.5K
50
减持
PFM
INVESCO EXCHANGE TRADED FD T
-$19.0K
496
-50%
清仓
ADM
ARCHER DANIELS MIDLAND CO
-$18.5K
0
-100%
清仓
PGR
PROGRESSIVE CORP
-$18.4K
0
-100%
清仓
—
ROYAL CARIBBEAN GROUP
-$18.3K
0
-100%
减持
CMCSA
COMCAST CORP NEW
-$17.9K
2,277
-21%
增持
—
HESS CORP
-$17.3K
1,540
+0%
减持
META
META PLATFORMS INC
-$15.9K
107
-30%
减持
FDX
FEDEX CORP
-$15.6K
425
-3%
增持
COP
CONOCOPHILLIPS
-$14.9K
1,737
+0%
建仓
FV
FIRST TR EXCHANGE-TRADED FD
+$14.6K
250
增持
BX
BLACKSTONE INC
+$13.9K
467
+0%
清仓
ELV
ELEVANCE HEALTH INC
-$13.7K
0
-100%
减持
AMD
ADVANCED MICRO DEVICES INC
-$12.4K
17
-82%
减持
URI
UNITED RENTALS INC
-$12.1K
25
-50%
减持
V
VISA INC
-$11.9K
97
-34%
减持
—
BLACKROCK INC
-$11.4K
22
-46%
减持
AAL
AMERICAN AIRLS GROUP INC
-$11.3K
135
-88%
增持
—
TRANE TECHNOLOGIES PLC
+$11.2K
185
+1%
清仓
DOW
DOW INC
-$10.6K
0
-100%
减持
LEA
LEAR CORP
-$10.4K
9
-91%
增持
ITA
ISHARES TR
+$10.2K
83
+388%
增持
DUK
DUKE ENERGY CORP NEW
+$9.8K
618
+1%
增持
ED
CONSOLIDATED EDISON INC
+$9.7K
631
+1%
清仓
RMD
RESMED INC
-$9.3K
0
-100%
减持
ABBV
ABBVIE INC
+$9.0K
1,105
-9%
增持
ITOT
ISHARES TR
+$8.4K
465
+10%
增持
IWM
ISHARES TR
+$8.0K
105
+40%
减持
ASIX
ADVANSIX INC
-$8.0K
23
-94%
增持
XDIAX
NUVEEN DOW 30 DYNMC OVERWRT
+$7.8K
6,972
+2%
减持
PEG
PUBLIC SVC ENTERPRISE GRP IN
+$7.5K
605
-4%
清仓
AI
C3 AI INC
-$7.2K
0
-100%
建仓
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$6.9K
40
增持
GLW
CORNING INC
+$6.9K
1,092
+0%
增持
DVN
DEVON ENERGY CORP NEW
-$6.4K
822
+1%
建仓
—
SUPER MICRO COMPUTER INC
+$6.2K
15
减持
AB
ALLIANCEBERNSTEIN HLDG L P
-$5.8K
190
-49%
减持
LUMN
LUMEN TECHNOLOGIES INC
+$5.6K
1,021
-33%
减持
JNJ
JOHNSON & JOHNSON
-$5.5K
1,003
-13%
增持
PSX
PHILLIPS 66
-$5.4K
613
+1%
增持
ARLP
ALLIANCE RESOURCE PARTNERS L
+$5.4K
4,239
+3%
增持
DHR
DANAHER CORPORATION
+$5.3K
188
+1%
增持
PEP
PEPSICO INC
+$5.3K
829
+1%
减持
VOO
VANGUARD INDEX FDS
+$5.2K
212
-1%
建仓
ARKK
ARK ETF TR
+$4.8K
100
建仓
IFV
FIRST TR EXCHANGE-TRADED FD
+$4.7K
225
增持
KJUL
INNOVATOR ETFS TRUST
+$4.7K
1,282
+8%
增持
PFE
PFIZER INC
+$4.6K
4,153
+1%
增持
INTC
INTEL CORP
-$4.5K
3,706
+25%
减持
SPY
SPDR S&P 500 ETF TR
+$4.5K
330
-3%
增持
MET
METLIFE INC
+$4.5K
359
+1%
建仓
—
GRAYSCALE BITCOIN MINI TR BT
+$4.4K
788
增持
VO
VANGUARD INDEX FDS
+$4.3K
184
+1%
增持
ALL
ALLSTATE CORP
+$4.2K
137
+1%
建仓
ASTS
AST SPACEMOBILE INC
+$4.2K
161
增持
RTX
RTX CORPORATION
+$3.9K
188
+1%
减持
MA
MASTERCARD INCORPORATED
+$3.9K
191
-7%
减持
QQQ
INVESCO QQQ TR
-$3.8K
1,476
-2%
增持
ITW
ILLINOIS TOOL WKS INC
+$3.8K
144
+1%
增持
XEXGX
EATON VANCE TAX-MANAGED GLOB
+$3.7K
8,027
+2%
减持
HST
HOST HOTELS & RESORTS INC
-$3.7K
411
-32%
增持
GIS
GENERAL MLS INC
+$3.7K
339
+0%
减持
ET
ENERGY TRANSFER L P
-$3.6K
1,280
-14%
增持
WRB
BERKLEY W R CORP
+$3.3K
719
+51%
减持
WBD
WARNER BROS DISCOVERY INC
+$3.3K
4,414
-1%
增持
—
AMPLIFY ETF TR
+$3.3K
2,514
+66%
减持
PRU
PRUDENTIAL FINL INC
-$3.3K
584
-8%
增持
NEE
NEXTERA ENERGY INC
+$3.2K
223
+0%
增持
ENB
ENBRIDGE INC
+$3.1K
615
+0%
减持
MRNA
MODERNA INC
-$3.1K
11
-66%
建仓
ARKG
ARK ETF TR
+$3.1K
120
清仓
XLRE
SELECT SECTOR SPDR TR
-$3.0K
0
-100%
增持
DIS
DISNEY WALT CO
-$2.9K
961
+0%
增持
IYZ
ISHARES TR
+$2.8K
768
+0%
增持
SYY
SYSCO CORP
+$2.8K
384
+1%
减持
VV
VANGUARD INDEX FDS
-$2.8K
33
-28%
增持
—
SEAGATE TECHNOLOGY HLDNGS PL
+$2.6K
379
+1%
