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Artesa Financial Group, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心

Artesa Financial Group, LLC

报告期 2026-03-31 · CIK 0002109808

持仓数

55

前50大市值合计

$103.9M

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 调仓2025-12-31 → 2026-03-31 · 共 52 项建仓 9增持 27减持 14清仓 2

方向

标的

Δ市值

现股数(环比)

减持

— EXXON MOBIL CORP

+$1.3M

44,747 -14%

增持

PSI INVESCO EXCHANGE TRADED FD T

+$1.1M

64,447 +1%

增持

AMLP ALPS ETF TR

+$1.0M

83,887 +17%

增持

IYE ISHARES TR

+$925.6K

48,065 +4%

增持

SPHQ INVESCO EXCHANGE TRADED FD T

+$682.4K

104,727 +9%

减持

NVG NUVEEN AMT FREE MUN CR INC F

-$646.2K

1,114,100 -2%

增持

PPA INVESCO EXCHANGE TRADED FD T

+$569.7K

41,377 +3%

增持

SLV ISHARES SILVER TR

+$525.2K

16,470 +78%

建仓

XLE SELECT SECTOR SPDR TR

+$501.9K

8,194

增持

IGSB ISHARES TR

+$479.7K

174,619 +6%

增持

GLD SPDR GOLD TR

+$430.0K

9,412 +3%

建仓

DVY ISHARES TR

+$393.7K

2,600

增持

MSFT MICROSOFT CORP

-$356.0K

3,960 +5%

增持

VTV VANGUARD INDEX FDS

+$340.4K

32,634 +3%

增持

XLB SELECT SECTOR SPDR TR

+$311.7K

64,818 +0%

减持

DBP INVESCO DB MULTI-SECTOR COMM

-$268.2K

3,793 -43%

减持

IETC ISHARES U S ETF TR

-$241.2K

17,033 -1%

清仓

IBIT ISHARES BITCOIN TRUST ETF

-$235.2K

0 -100%

建仓

OKE ONEOK INC NEW

+$225.7K

2,497

清仓

NXP NUVEEN SELECT TAX-FREE INCOM

-$220.0K

0 -100%

增持

CVX CHEVRON CORPORATION

+$217.3K

3,742 +2%

增持

HACK AMPLIFY ETF TR

-$217.0K

56,095 +2%

建仓

SBR SABINE RTY TR

+$213.5K

2,847

建仓

ETR ENTERGY CORP NEW

+$213.1K

1,897

建仓

WEC WEC ENERGY GROUP INC

+$204.2K

1,764

建仓

T AT&T INC

+$202.5K

6,985

建仓

VBR VANGUARD INDEX FDS

+$202.2K

931

建仓

SO SOUTHERN CO

+$201.8K

2,091

减持

VHT VANGUARD WORLD FD

-$190.5K

8,869 -2%

增持

SHEL SHELL PLC

+$185.9K

9,518 +0%

减持

VTI VANGUARD INDEX FDS

-$182.3K

1,198 -29%

减持

VOT VANGUARD INDEX FDS

-$115.6K

823 -30%

减持

PLTR PALANTIR TECHNOLOGIES INC

-$111.9K

3,331 -1%

增持

ET ENERGY TRANSFER L P

+$100.3K

24,211 +9%

增持

TRGP TARGA RES CORP

+$96.5K

1,439 +0%

减持

BND VANGUARD BD INDEX FDS

-$82.8K

3,656 -23%

增持

VGIT VANGUARD SCOTTSDALE FDS

+$77.3K

15,755 +10%

减持

BIL SPDR SERIES TRUST

-$73.5K

48,354 -2%

增持

VZ VERIZON COMMUNICATIONS INC

+$73.0K

6,494 +5%

增持

AAPL APPLE INC

-$69.5K

3,855 +0%

减持

HYMB SPDR SERIES TRUST

-$64.8K

54,371 -4%

减持

VTEB VANGUARD MUN BD FDS

-$58.3K

6,277 -15%

增持

AMZN AMAZON COM INC

+$45.5K

5,556 +15%

增持

WMT WALMART INC

+$42.8K

3,322 +0%

增持

XLK SELECT SECTOR SPDR TR

-$38.4K

4,552 +2%

增持

PFE PFIZER INC

+$30.1K

9,251 +0%

减持

MU MICRON TECHNOLOGY INC

+$27.7K

801 -6%

增持

VIGI VANGUARD WHITEHALL FDS

+$23.7K

8,320 +7%

增持

BRK/B BERKSHIRE HATHAWAY INC DEL

-$19.5K

1,367 +2%

减持

EPD ENTERPRISE PRODS PARTNERS L

+$18.4K

16,651 -13%

增持

GOOGL ALPHABET INC

+$12.2K

900 +14%

增持

XNEAX NUVEEN AMT FREE QLTY MUN INC

-$10.4K

27,132 +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。