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VOISARD ASSET MANAGEMENT GROUP, INC. 13F 持仓明细(2026-03-31) · 小隐寺数据中心
VOISARD ASSET MANAGEMENT GROUP, INC.
报告期 2026-03-31 · CIK 0002011215
持仓数
104
前50大市值合计
$449.3M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($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
24Q1 调仓
2023-12-31 → 2024-03-31 · 共 150 项
建仓 10
增持 53
减持 55
清仓 32
方向
标的
Δ市值
现股数(环比)
减持
SPY
SPDR S&P 500 ETF TR
+$1.5M
35,623
-1%
增持
JCPB
J P MORGAN EXCHANGE TRADED F
+$1.5M
805,857
+5%
增持
SPYM
SPDR SER TR
+$1.4M
64,349
+38%
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
RSP
INVESCO EXCHANGE TRADED FD T
+$1.2M
13,415
+92%
增持
AGG
ISHARES TR
+$982.9K
341,323
+4%
增持
SCHF
SCHWAB STRATEGIC TR
+$844.5K
221,497
+5%
增持
SCHM
SCHWAB STRATEGIC TR
+$831.0K
82,562
+6%
增持
VGSH
VANGUARD SCOTTSDALE FDS
+$750.0K
252,055
+6%
建仓
FTCS
FIRST TR EXCHANGE-TRADED FD
+$496.8K
5,800
减持
SCHX
SCHWAB STRATEGIC TR
+$489.4K
136,513
-4%
增持
SCHE
SCHWAB STRATEGIC TR
+$468.8K
30,079
+156%
减持
GRID
FIRST TR EXCHANGE TRADED FD
-$462.2K
210
-97%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$429.9K
94,550
+10%
增持
SPSM
SPDR SER TR
+$391.6K
165,623
+4%
增持
MSFT
MICROSOFT CORP
+$332.3K
2,892
+23%
增持
NVDA
NVIDIA CORPORATION
+$254.8K
596
+4%
减持
AAPL
APPLE INC
-$234.1K
7,448
-5%
减持
IEMG
ISHARES INC
-$228.5K
2,264
-67%
减持
IEFA
ISHARES TR
-$176.7K
5,577
-34%
增持
JPM
JPMORGAN CHASE & CO
+$148.7K
4,889
+0%
增持
—
MEDTRONIC PLC
+$100.9K
1,214
+1958%
减持
AMZN
AMAZON COM INC
+$95.2K
3,614
-1%
减持
GE
GENERAL ELECTRIC CO
+$87.1K
2,216
-6%
增持
FIS
FIDELITY NATL INFORMATION SV
+$71.2K
2,216
+43%
清仓
GWRE
GUIDEWIRE SOFTWARE INC
-$71.0K
0
-100%
减持
UNH
UNITEDHEALTH GROUP INC
-$70.5K
561
-15%
减持
BA
BOEING CO
-$67.4K
919
-2%
建仓
BSMQ
INVESCO EXCH TRD SLF IDX FD
+$66.0K
2,800
清仓
—
GARMIN LTD
-$65.2K
0
-100%
减持
RTX
RTX CORPORATION
-$65.0K
578
-60%
减持
ADBE
ADOBE INC
-$64.6K
80
-55%
减持
MCD
MCDONALDS CORP
-$63.7K
1,196
-12%
减持
SU
SUNCOR ENERGY INC NEW
-$59.7K
622
-76%
减持
CMCSA
COMCAST CORP NEW
-$56.8K
991
-56%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$56.4K
92
-56%
建仓
XMLV
INVESCO EXCH TRADED FD TR II
+$56.4K
1,000
增持
BABA
ALIBABA GROUP HLDG LTD
+$46.8K
701
+1275%
清仓
DEO
DIAGEO PLC
-$46.6K
0
-100%
减持
ET
ENERGY TRANSFER L P
-$46.0K
4,776
-46%
清仓
RF
REGIONS FINANCIAL CORP NEW
-$45.9K
0
-100%
减持
HD
HOME DEPOT INC
-$45.8K
606
-25%
清仓
—
LIVENT CORP
-$45.0K
0
-100%
减持
RSPE
INVESCO EXCH TRADED FD TR II
-$44.1K
2,238
-26%
减持
SBUX
STARBUCKS CORP
-$44.0K
200
-69%
减持
WPP
WPP PLC NEW
-$41.9K
72
-92%
减持
GOOGL
ALPHABET INC
+$41.3K
4,235
-1%
增持
CVS
CVS HEALTH CORP
+$39.9K
1,080
+85%
减持
NKE
NIKE INC
-$38.5K
188
-64%
减持
—
TE CONNECTIVITY LTD
-$37.9K
91
-75%
减持
AMD
ADVANCED MICRO DEVICES INC
+$34.9K
1,210
-3%
建仓
—
ARCADIUM LITHIUM PLC
+$34.5K
8,015
减持
SCHA
SCHWAB STRATEGIC TR
+$34.1K
18,034
-0%
增持
—
INVESCO EXCH TRD SLF IDX FD
+$32.5K
51,919
+3%
清仓
—
UNILEVER PLC
-$31.1K
0
-100%
清仓
XMMO
INVESCO EXCHANGE TRADED FD T
-$29.9K
0
-100%
清仓
MGC
VANGUARD WORLD FD
-$29.6K
0
-100%
清仓
TDTT
FLEXSHARES TR
-$29.5K
0
-100%
清仓
—
DISH NETWORK CORPORATION
-$28.9K
0
-100%
清仓
LOW
LOWES COS INC
-$27.8K
0
-100%
减持
CSCO
CISCO SYS INC
-$26.9K
1,143
-31%
清仓
SRLN
SSGA ACTIVE ETF TR
-$25.2K
0
-100%
建仓
BSCR
INVESCO EXCH TRD SLF IDX FD
+$24.8K
1,287
增持
AXP
AMERICAN EXPRESS CO
+$23.7K
355
+16%
减持
JNJ
JOHNSON & JOHNSON
-$22.9K
644
-19%
清仓
PDBC
INVESCO ACTVELY MNGD ETC FD
-$21.1K
0
-100%
减持
BAC
BANK AMERICA CORP
-$20.5K
4,403
-21%
减持
MINT
PIMCO ETF TR
-$20.0K
1,090
-16%
减持
EA
ELECTRONIC ARTS INC
-$19.9K
186
-43%
减持
JEPI
J P MORGAN EXCHANGE TRADED F
-$19.4K
2,080
-18%
增持
—
INVESCO EXCH TRD SLF IDX FD
+$19.0K
16,661
+5%
清仓
WHR
WHIRLPOOL CORP
-$17.9K
0
-100%
增持
IJH
ISHARES TR
+$17.3K
3,255
+400%
增持
VZ
VERIZON COMMUNICATIONS INC
+$16.9K
718
+105%
增持
VRTX
VERTEX PHARMACEUTICALS INC
+$13.5K
296
+9%
减持
NEAR
ISHARES U S ETF TR
-$12.3K
725
-25%
清仓
SDY
SPDR SER TR
-$12.1K
0
-100%
减持
OMEX
ODYSSEY MARINE EXPL INC
-$11.8K
3,000
-40%
增持
FSLR
FIRST SOLAR INC
+$11.7K
340
+28%
清仓
GM
GENERAL MTRS CO
-$11.7K
0
-100%
增持
XJH
ISHARES TR
+$11.3K
2,523
+3%
减持
TD
TORONTO DOMINION BK ONT
-$11.2K
1,013
-10%
清仓
EMB
ISHARES TR
-$10.5K
0
-100%
增持
WYNN
WYNN RESORTS LTD
+$10.4K
116
+625%
减持
COST
COSTCO WHSL CORP NEW
+$10.4K
170
-2%
减持
C
CITIGROUP INC
+$10.2K
1,455
-9%
增持
INTC
INTEL CORP
-$10.0K
1,657
+0%
减持
FRME
FIRST MERCHANTS CORP
-$9.8K
614
-27%
增持
VSGX
VANGUARD WORLD FD
+$9.5K
1,168
+12%
减持
ABBV
ABBVIE INC
+$9.4K
528
-6%
减持
SCHW
SCHWAB CHARLES CORP
+$9.2K
7,450
-3%
减持
UPS
UNITED PARCEL SERVICE INC
-$9.0K
366
-9%
减持
TSLA
TESLA INC
-$8.6K
33
-43%
增持
—
STELLANTIS N.V
+$8.5K
1,093
+13%
清仓
—
BERRY GLOBAL GROUP INC
-$8.1K
0
-100%
减持
—
TOTALENERGIES SE
-$7.6K
1,211
-10%
减持
MDLZ
MONDELEZ INTL INC
-$7.5K
819
-8%
建仓
VOO
VANGUARD INDEX FDS
+$7.2K
15
增持
FXI
ISHARES TR
+$7.2K
600
+100%
减持
FITB
FIFTH THIRD BANCORP
+$6.1K
2,914
-2%
减持
VCSH
VANGUARD SCOTTSDALE FDS
-$5.7K
1,392
-5%
减持
CTSH
COGNIZANT TECHNOLOGY SOLUTIO
-$5.5K
542
-10%
减持
BX
BLACKSTONE INC
-$5.5K
1,990
-2%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$5.1K
1,448
+1%
减持
TGT
TARGET CORP
+$5.1K
248
-9%
减持
UNP
UNION PAC CORP
-$4.6K
176
-10%
清仓
LULU
LULULEMON ATHLETICA INC
-$4.6K
0
-100%
增持
XJR
ISHARES TR
+$4.4K
1,217
+8%
清仓
TTD
THE TRADE DESK INC
-$4.2K
0
-100%
增持
CMG
CHIPOTLE MEXICAN GRILL INC
+$4.1K
3
+50%
清仓
OKTA
OKTA INC
-$3.9K
0
-100%
清仓
ISRG
INTUITIVE SURGICAL INC
-$3.7K
0
-100%
增持
ESGE
ISHARES INC
+$3.6K
919
+13%
增持
ALB
ALBEMARLE CORP
+$3.5K
800
+13%
增持
BSCQ
INVESCO EXCH TRD SLF IDX FD
+$3.2K
8,944
+2%
建仓
CPAY
CORPAY INC
+$3.1K
10
清仓
GXO
GXO LOGISTICS INCORPORATED
-$3.0K
0
-100%
减持
—
INTERPUBLIC GROUP COS INC
-$2.9K
857
-10%
清仓
AGCO
AGCO CORP
-$2.9K
0
-100%
清仓
—
FLEETCOR TECHNOLOGIES INC
-$2.8K
0
-100%
增持
CSX
CSX CORP
+$2.8K
1,119
+0%
清仓
MS
MORGAN STANLEY
-$2.8K
0
-100%
增持
ENB
ENBRIDGE INC
+$2.6K
1,800
+4%
清仓
TWLO
TWILIO INC
-$2.5K
0
-100%
增持
SPMD
SPDR SER TR
+$2.3K
291
+7%
建仓
TRV
TRAVELERS COMPANIES INC
+$2.3K
10
建仓
—
FERRARI N V
+$2.2K
5
增持
PFE
PFIZER INC
-$2.0K
3,037
+1%
清仓
TRMB
TRIMBLE INC
-$2.0K
0
-100%
清仓
POOL
POOL CORP
-$2.0K
0
-100%
清仓
—
TRAVELERS COMPANIES INC
-$1.9K
0
-100%
减持
—
DUPONT DE NEMOURS INC
-$1.8K
99
-19%
增持
PAA
PLAINS ALL AMERN PIPELINE L
+$1.8K
658
+2%
增持
CMS
CMS ENERGY CORP
+$1.8K
630
+1%
增持
DFAE
DIMENSIONAL ETF TRUST
+$1.7K
279
+30%
增持
WMT
WALMART INC
+$1.7K
225
+200%
清仓
STZ
CONSTELLATION BRANDS INC
-$1.7K
0
-100%
增持
BMRN
BIOMARIN PHARMACEUTICAL INC
+$1.6K
1,150
+12%
清仓
—
NORWEGIAN CRUISE LINE HLDG L
-$1.6K
0
-100%
增持
HRL
HORMEL FOODS CORP
+$1.5K
490
+1%
增持
SPEM
SPDR INDEX SHS FDS
+$1.4K
480
+7%
增持
KMB
KIMBERLY-CLARK CORP
+$1.4K
156
+1%
减持
KO
COCA COLA CO
-$1.2K
1,018
-6%
增持
PPG
PPG INDS INC
-$1.2K
302
+0%
减持
SHV
ISHARES TR
-$1.2K
37
-23%
减持
NFLX
NETFLIX INC
+$1.2K
26
-13%
增持
—
CARNIVAL CORP
+$1.1K
350
+40%
建仓
GBTC
GRAYSCALE BITCOIN TR BTC
+$1.1K
17
增持
VXUS
VANGUARD STAR FDS
+$1.1K
417
+0%
增持
SO
SOUTHERN CO
+$1.0K
440
+1%
增持
—
PARAMOUNT GLOBAL
-$943
316
+0%