小隐寺数据中心
概览
新闻
情绪
Reddit 热门
散户社区提及与热度榜
机构
机构目录
全部机构
机构持仓
机构真实持仓
事件
新股 IPO
定价、上市与申报追踪
内部人买卖
高管与董事交易
重大事件
并购/高管/退市等重大报告
举牌
主动或被动披露
财务
季报
10-Q 季度财报申报流
年报
10-K 年度财报申报流
公司
公司目录
上市公司高管与档案
势力阵营
即将上线
校友与资本关系图谱
人物
明星投资人
知名基金经理与持仓动向
政客交易
国会议员持仓披露
API
小隐寺主站
FOUNDERS GROVE WEALTH PARTNERS, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
FOUNDERS GROVE WEALTH PARTNERS, LLC
报告期 2026-03-31 · CIK 0002046157
持仓数
162
前50大市值合计
$365.2M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
25Q4 调仓
2025-09-30 → 2025-12-31 · 共 146 项
建仓 19
增持 76
减持 45
清仓 6
方向
标的
Δ市值
现股数(环比)
增持
AGG
ISHARES TR
+$2.7M
116,691
+30%
减持
LLY
ELI LILLY & CO
+$2.4M
17,414
-19%
增持
BIL
SPDR SERIES TRUST
+$1.9M
258,693
+9%
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
SUB
ISHARES TR
-$1.5M
19,283
-42%
减持
VGSH
VANGUARD SCOTTSDALE FDS
-$1.3M
10,205
-68%
增持
AAPL
APPLE INC
+$1.2M
33,999
+7%
增持
VUSB
VANGUARD BD INDEX FDS
+$1.2M
245,918
+11%
增持
IGSB
ISHARES TR
+$1.1M
78,601
+35%
增持
GOOGL
ALPHABET INC
+$948.8K
7,356
+32%
增持
NVDA
NVIDIA CORPORATION
+$906.0K
25,670
+23%
增持
BINC
BLACKROCK ETF TRUST II
+$754.9K
179,651
+10%
减持
VGT
VANGUARD WORLD FD
-$747.9K
26,037
-5%
减持
VHT
VANGUARD WORLD FD
+$713.1K
25,709
-0%
增持
SMMU
PIMCO ETF TR
+$706.5K
31,570
+80%
建仓
CEF
SPROTT ASSET MANAGEMENT LP
+$703.4K
15,357
减持
VEA
VANGUARD TAX-MANAGED FDS
+$664.7K
548,491
-2%
增持
JMST
J P MORGAN EXCHANGE TRADED F
+$571.8K
28,570
+65%
增持
AMZN
AMAZON COM INC
+$455.0K
8,788
+23%
减持
VTEB
VANGUARD MUN BD FDS
-$427.9K
9,722
-47%
增持
GOOG
ALPHABET INC
+$423.6K
4,941
+7%
增持
SHY
ISHARES TR
+$414.1K
24,787
+25%
增持
AVGO
BROADCOM INC
+$404.5K
3,631
+41%
增持
IEI
ISHARES TR
+$399.3K
13,043
+35%
增持
VV
VANGUARD INDEX FDS
+$390.4K
46,933
+0%
增持
JNJ
JOHNSON & JOHNSON
+$354.2K
8,234
+13%
增持
MSFT
MICROSOFT CORP
-$339.0K
15,984
+3%
建仓
WPM
WHEATON PRECIOUS METALS CORP
+$334.3K
2,845
清仓
SPTI
SPDR SERIES TRUST
-$314.2K
0
-100%
增持
SHV
ISHARES TR
+$310.9K
10,810
+36%
建仓
—
ASML HOLDING N V
+$307.1K
287
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$291.6K
2,771
+41%
减持
PEY
INVESCO EXCHANGE TRADED FD T
-$278.4K
189,243
-4%
建仓
WMT
WALMART INC
+$274.8K
2,467
增持
—
EXXON MOBIL CORP
+$261.9K
10,049
+20%
建仓
FDX
FEDEX CORP
+$256.5K
888
建仓
SHYG
ISHARES TR
+$254.0K
5,924
减持
VYM
VANGUARD WHITEHALL FDS
-$250.4K
50,977
-5%
建仓
—
ASTRAZENECA PLC
+$249.5K
2,714
增持
VTV
VANGUARD INDEX FDS
+$246.7K
43,499
+1%
建仓
GILD
GILEAD SCIENCES INC
+$238.5K
1,943
清仓
GLTR
ABRDN PRECIOUS METALS BASKET
-$233.8K
0
-100%
减持
META
META PLATFORMS INC
-$228.4K
741
-24%
清仓
SGOV
ISHARES TR
-$225.2K
0
-100%
建仓
IBM
INTERNATIONAL BUSINESS MACHS
+$224.5K
758
建仓
GLD
SPDR GOLD TR
+$222.3K
561
清仓
SYY
SYSCO CORP
-$222.2K
0
-100%
建仓
INTC
INTEL CORP
+$221.1K
5,993
清仓
ECL
ECOLAB INC
-$219.9K
0
-100%
建仓
BKNG
BOOKING HOLDINGS INC
+$219.6K
41
建仓
C
CITIGROUP INC
+$218.9K
1,876
建仓
SO
SOUTHERN CO
+$217.1K
2,490
清仓
TXN
TEXAS INSTRS INC
-$216.6K
0
-100%
建仓
GS
GOLDMAN SACHS GROUP INC
+$214.5K
244
增持
TSLA
TESLA INC
+$214.4K
5,433
+8%
建仓
ALB
ALBEMARLE CORP
+$213.6K
1,510
建仓
AMD
ADVANCED MICRO DEVICES INC
+$213.3K
996
建仓
D
DOMINION ENERGY INC
+$209.2K
3,571
增持
LQD
ISHARES TR
+$185.8K
7,057
+33%
增持
XLK
SELECT SECTOR SPDR TR
+$185.1K
73,366
+99%
增持
BAC
BANK AMERICA CORP
+$180.5K
14,600
+21%
减持
IVW
ISHARES TR
+$173.9K
113,208
-1%
增持
MPC
MARATHON PETE CORP
-$172.2K
5,742
+0%
减持
VWO
VANGUARD INTL EQUITY INDEX F
-$168.3K
152,077
-1%
减持
VCR
VANGUARD WORLD FD
-$164.6K
20,516
-1%
减持
HD
HOME DEPOT INC
-$157.9K
2,453
-1%
增持
VOT
VANGUARD INDEX FDS
-$157.2K
11,533
+0%
增持
ORCL
ORACLE CORP
-$156.6K
1,967
+2%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$153.1K
2,539
+14%
减持
IWM
ISHARES TR
-$146.7K
7,699
-9%
增持
NFLX
NETFLIX INC
-$139.6K
3,178
+771%
减持
VUG
VANGUARD INDEX FDS
-$139.6K
43,711
-2%
增持
MUB
ISHARES TR
+$133.1K
10,053
+13%
增持
MRK
MERCK & CO INC
+$132.4K
4,112
+15%
建仓
SAN
BANCO SANTANDER SA
+$131.3K
11,190
增持
JPM
JPMORGAN CHASE & CO
+$130.9K
3,339
+11%
增持
IEF
ISHARES TR
+$129.5K
5,380
+34%
减持
XLP
SELECT SECTOR SPDR TR
-$128.8K
7,629
-17%
增持
VOE
VANGUARD INDEX FDS
+$121.5K
18,333
+2%
减持
IJR
ISHARES TR
-$119.7K
17,847
-6%
增持
CSCO
CISCO SYS INC
+$113.9K
7,242
+12%
增持
CAT
CATERPILLAR INC
+$104.2K
640
+16%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$91.9K
1,645
+50%
减持
VOX
VANGUARD WORLD FD
+$91.3K
27,208
-1%
减持
PG
PROCTER AND GAMBLE CO
-$90.6K
7,814
-1%
减持
ADP
AUTOMATIC DATA PROCESSING IN
-$90.5K
2,366
-1%
减持
EEM
ISHARES TR
-$85.1K
23,978
-8%
减持
COF
CAPITAL ONE FINL CORP
-$77.7K
947
-34%
减持
SDY
SPDR SERIES TRUST
-$77.5K
32,655
-1%
增持
AXP
AMERICAN EXPRESS CO
+$76.5K
1,339
+6%
增持
CATH
GLOBAL X FDS
+$76.1K
6,622
+15%
减持
VOO
VANGUARD INDEX FDS
-$75.7K
14,794
-3%
增持
VB
VANGUARD INDEX FDS
+$69.6K
11,643
+1%
增持
MA
MASTERCARD INCORPORATED
+$67.2K
869
+15%
增持
MCK
MCKESSON CORP
+$66.3K
335
+24%
减持
DON
WISDOMTREE TR
-$64.3K
59,572
-1%
减持
IVE
ISHARES TR
+$63.7K
26,811
-2%
增持
TPLC
TIMOTHY PLAN
+$63.0K
11,205
+16%
增持
ELV
ELEVANCE HEALTH INC FORMERLY
+$62.0K
1,718
+3%
减持
SPY
SPDR S&P 500 ETF TR
-$59.9K
3,408
-5%
增持
V
VISA INC
+$58.6K
3,063
+3%
减持
IXG
ISHARES TR
+$57.4K
16,315
-1%
减持
TFC
TRUIST FINL CORP
-$54.5K
5,883
-22%
减持
XLV
SELECT SECTOR SPDR TR
+$53.9K
8,307
-6%
减持
VFH
VANGUARD WORLD FD
+$53.1K
56,494
-1%
减持
VPU
VANGUARD WORLD FD
-$52.5K
7,712
-1%
增持
MCD
MCDONALDS CORP
+$51.6K
844
+24%
增持
—
JOHNSON CTLS INTL PLC
+$51.2K
2,511
+11%
增持
SLYV
SPDR SERIES TRUST
+$48.6K
15,060
+1%
增持
MKL
MARKEL GROUP INC
+$48.1K
194
+1%
增持
RTX
RAYTHEON TECHNOLOGIES CORP
+$46.9K
1,419
+11%
增持
VO
VANGUARD INDEX FDS
+$45.4K
18,652
+2%
增持
NSC
NORFOLK SOUTHN CORP
-$43.5K
4,339
+1%
减持
FDL
FIRST TR EXCHANGE-TRADED FD
+$43.3K
74,717
-1%
增持
VNQ
VANGUARD INDEX FDS
-$42.6K
14,725
+0%
增持
VBR
VANGUARD INDEX FDS
+$41.9K
6,426
+2%
减持
VDC
VANGUARD WORLD FD
-$39.8K
13,462
-0%
增持
PM
PHILIP MORRIS INTL INC
+$37.8K
4,140
+7%
增持
KO
COCA COLA CO
+$35.6K
8,184
+1%
增持
ABBV
ABBVIE INC
+$33.8K
2,654
+7%
增持
VBK
VANGUARD INDEX FDS
+$31.6K
4,713
+1%
增持
COR
CENCORA INC
+$30.4K
684
+7%
减持
IJT
ISHARES TR
-$28.9K
7,617
-2%
减持
NOC
NORTHROP GRUMMAN CORP
-$27.5K
469
-3%
增持
MO
ALTRIA GROUP INC
-$26.9K
6,157
+7%
增持
VAW
VANGUARD WORLD FD
+$25.0K
6,477
+1%
增持
COST
COSTCO WHSL CORP NEW
+$23.9K
310
+18%
增持
VDE
VANGUARD WORLD FD
+$20.6K
20,702
+1%
增持
XLY
SELECT SECTOR SPDR TR
-$19.5K
20,458
+99%
减持
IEMG
ISHARES INC
+$15.3K
35,783
-1%
减持
EFA
ISHARES TR
+$14.5K
47,949
-2%
增持
SCHG
SCHWAB STRATEGIC TR
+$13.2K
15,171
+1%
减持
IJJ
ISHARES TR
-$12.8K
16,228
-2%
增持
VGIT
VANGUARD SCOTTSDALE FDS
-$12.8K
162,303
+0%
减持
IJS
ISHARES TR
-$11.9K
5,577
-5%
减持
IJK
ISHARES TR
-$11.0K
28,455
-1%
增持
FERG
FERGUSON ENTERPRISES INC
+$9.7K
1,353
+4%
增持
XLI
SELECT SECTOR SPDR TR
+$8.4K
8,616
+0%
减持
VIS
VANGUARD WORLD FD
-$5.5K
23,735
-1%
增持
XLC
SELECT SECTOR SPDR TR
-$4.0K
7,597
+0%
增持
AFL
AFLAC INC
-$2.7K
3,501
+1%
增持
DUK
DUKE ENERGY CORP NEW
-$2.5K
2,086
+5%
增持
HON
HONEYWELL INTL INC
+$1.8K
1,744
+8%
增持
ABT
ABBOTT LABS
-$1.7K
4,966
+7%
减持
AIVL
WISDOMTREE TR
-$757
24,579
-1%
增持
T
AT&T INC
+$470
9,663
+14%
减持
IJH
ISHARES TR
-$17
88,519
-1%
