13F 机构持仓

Demars Financial Group, LLC

SPOKANE VALLEY WA · SEC CIK 0001723115

2026Q22026Q1 更早 9 个季度 🔒
$3.04亿2026Q1 申报市值
103持仓数
71.4%前十大占比 · 第一大 15.4%
20 / 5新建仓 / 清仓
申报市值走势$3.61亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

SPHQ 15.4%
XLG 13.9%
FLOT 11.9%
OEF 10.5%
BRK/B 5.2%
FLTR 4.8%
NVDA 2.9%
BWXT 2.4%
MPC 2.4%
AAPL 2.0%

2026Q1 买入最多 按季末市值估算

INTU 新建仓+$142.25万
FLTR 加仓+$139.42万
SPGI 新建仓+$125.05万
ADP 新建仓+$118.56万
CRM 加仓+$114.01万

2026Q1 卖出最多 按季末市值估算

SPHQ 减仓-$119.76万
XLG 减仓-$109.39万
POWL 减仓-$108.11万
OEF 减仓-$107.98万
PEP 减仓-$75.11万

2026Q1 持仓明细 点表头排序 · 每页 100 行

导出 CSV 🔒
代码名称市值 ▼占比股数变动股数变动估算买卖额操作
SPHQ INVESCO EXCHANGE TRADED FD T $4,689.64万15.44%623,705 -15,927-2.5% -$119.76万 减仓
XLG INVESCO EXCHANGE TRADED FD T $4,227.87万13.92%775,044 -20,054-2.5% -$109.39万 减仓
FLOT ISHARES TR $3,604.17万11.87%707,394 -9,071-1.3% -$46.22万 减仓
OEF ISHARES TR $3,197.08万10.53%100,515 -3,395-3.3% -$107.98万 减仓
BRK/B BERKSHIRE HATHAWAY INC DEL $1,574.44万5.18%32,856 -684-2.0% -$32.78万 减仓
FLTR VANECK ETF TRUST $1,468.74万4.84%576,430 54,71710.5% $139.42万 加仓
NVDA NVIDIA CORPORATION $876.23万2.88%50,243 4340.9% $7.57万 加仓
BWXT BWX TECHNOLOGIES INC $726.97万2.39%35,550 -1,488-4.0% -$30.43万 减仓
MPC MARATHON PETE CORP $718.43万2.37%29,422 -801-2.7% -$19.56万 减仓
AAPL APPLE INC $606.59万2.00%23,901 2040.9% $5.18万 加仓
FEZ SPDR INDEX SHS FDS $437.45万1.44%70,466 -3,278-4.4% -$20.35万 减仓
MCHI ISHARES TR $426.20万1.40%75,863 -6,191-7.5% -$34.78万 减仓
CEF SPROTT ASSET MANAGEMENT LP $388.65万1.28%81,443 2,7783.5% $13.26万 加仓
— EA SERIES TRUST $322.10万1.06%68,670 15,71629.7% $73.72万 加仓
TQQQ PROSHARES TR $317.23万1.04%76,110 2,5403.5% $10.59万 加仓
SPYV SPDR SERIES TRUST $290.45万0.96%51,334 1,2732.5% $7.20万 加仓
AMZN AMAZON COM INC $266.97万0.88%12,818 2,82228.2% $58.78万 加仓
GOOG ALPHABET INC $206.08万0.68%7,184 2543.7% $7.29万 加仓
CRM SALESFORCE INC $198.91万0.65%10,656 6,108134.3% $114.01万 加仓
— EA SERIES TRUST $197.05万0.65%27,360 12,89489.1% $92.87万 加仓
CB CHUBB LTD SWITZ $186.44万0.61%5,720 2334.2% $7.59万 加仓
TSM TAIWAN SEMICONDUCTOR MANUFAC $176.01万0.58%5,208 67414.9% $22.78万 加仓
CVX CHEVRON CORPORATION $173.40万0.57%8,381 1251.5% $2.59万 加仓
DELL DELL TECHNOLOGIES INC $156.37万0.51%9,527 5,093114.9% $83.59万 加仓
BMY BRISTOL-MYERS SQUIBB CO $154.27万0.51%25,436 -1,143-4.3% -$6.93万 减仓
ICE INTERCONTINENTAL EXCHANGE IN $152.08万0.50%9,670 6,074168.9% $95.53万 加仓
INTU INTUIT $142.25万0.47%3,290 3,290— $142.25万 新建仓
MSFT MICROSOFT CORP $140.53万0.46%3,796 832.2% $3.07万 加仓
SPGI S&P GLOBAL INC $125.05万0.41%2,940 2,940— $125.05万 新建仓
FHEQ FIDELITY GREENWOOD STREET TR $123.09万0.41%41,839 -18,628-30.8% -$54.80万 减仓
MLPA GLOBAL X FDS $119.11万0.39%22,111 4,13723.0% $22.29万 加仓
ADP AUTOMATIC DATA PROCESSING IN $118.56万0.39%5,835 5,835— $118.56万 新建仓
EOG EOG RES INC $116.27万0.38%8,043 1,47822.5% $21.37万 加仓
CME CME GROUP INC $110.08万0.36%3,727 62720.2% $18.52万 加仓
MA MASTERCARD INCORPORATED $109.63万0.36%2,194 -12-0.5% -$5,996 减仓
GOOGL ALPHABET INC $107.35万0.35%3,733 250.7% $7,189 加仓
FBTC FIDELITY WISE ORIGIN BITCOIN $102.72万0.34%17,402 8,27490.6% $48.84万 加仓
TSLA TESLA INC $101.35万0.33%2,726 1576.1% $5.84万 加仓
IJH ISHARES TR $93.51万0.31%13,847 -21-0.2% -$1,418 减仓
AVGO BROADCOM INC $89.40万0.29%2,888 1,730149.4% $53.55万 加仓
NEE NEXTERA ENERGY INC $88.10万0.29%9,485 1431.5% $1.33万 加仓
IWF ISHARES TR $87.80万0.29%2,059 -54-2.6% -$2.30万 减仓
O REALTY INCOME CORP $86.31万0.28%14,107 1,0357.9% $6.33万 加仓
XLE SELECT SECTOR SPDR TR $85.89万0.28%14,021 -606-4.1% -$3.71万 减仓
WPC WP CAREY INC $85.58万0.28%12,592 2,65726.7% $18.06万 加仓
AWK AMERICAN WTR WKS CO INC NEW $85.56万0.28%6,287 1,15122.4% $15.66万 加仓
NVO NOVO-NORDISK A S $84.89万0.28%23,099 3,83019.9% $14.08万 加仓
SCHD SCHWAB STRATEGIC TR $81.53万0.27%26,574 -6,548-19.8% -$20.09万 减仓
— EXXON MOBIL CORP $80.26万0.26%4,730 49111.6% $8.33万 加仓
BAM BROOKFIELD ASSET MANAGMT LTD $78.85万0.26%17,740 17,740— $78.85万 新建仓
AMT AMERICAN TOWER CORP $77.57万0.26%4,495 1,31341.3% $22.66万 加仓
JBHT HUNT J B TRANS SVCS INC $75.75万0.25%3,575 00.0% — 不变
POWL POWELL INDS INC $74.29万0.24%1,373 -1,998-59.3% -$108.11万 减仓
HD HOME DEPOT INC $72.35万0.24%2,200 -40-1.8% -$1.32万 减仓
MRK MERCK & CO INC $69.21万0.23%5,753 400.7% $4,812 加仓
AKRE PROFESIONALLY MANAGED PORTFO $67.38万0.22%12,749 00.0% — 不变
PSX PHILLIPS 66 $66.22万0.22%3,635 00.0% — 不变
SRE SEMPRA $60.89万0.20%6,266 00.0% — 不变
FSTA FIDELITY COVINGTON TRUST $60.24万0.20%11,511 -380-3.2% -$1.99万 减仓
FMDE FIDELITY COVINGTON TRUST $59.43万0.20%16,527 450.3% $1,618 加仓
WMT WALMART INC $58.77万0.19%4,729 4089.4% $5.07万 加仓
FUTY FIDELITY COVINGTON TRUST $58.42万0.19%9,890 -15-0.2% -$886 减仓
MU MICRON TECHNOLOGY INC $56.82万0.19%1,682 29921.6% $10.10万 加仓
RELX RELX PLC $55.19万0.18%16,650 16,650— $55.19万 新建仓
LMT LOCKHEED MARTIN CORP $54.38万0.18%900 -8-0.9% -$4,834 减仓
MPT MEDICAL PROPERTIES TRUST INC $54.17万0.18%117,004 13,07512.6% $6.05万 加仓
AMCR AMCOR PLC $51.98万0.17%13,076 13,076— $51.98万 新建仓
ALL ALLSTATE CORP $51.42万0.17%2,480 2,480— $51.42万 新建仓
DGRO ISHARES TR $46.57万0.15%6,636 -198-2.9% -$1.39万 减仓
VIG VANGUARD SPECIALIZED FUNDS $46.15万0.15%2,146 -55-2.5% -$1.18万 减仓
LLY ELI LILLY & CO $45.09万0.15%490 153.2% $1.38万 加仓
JPM JPMORGAN CHASE & CO $43.71万0.14%1,486 00.0% — 不变
FHLC FIDELITY COVINGTON TRUST $42.44万0.14%6,032 -28-0.5% -$1,970 减仓
ENB ENBRIDGE INC $41.54万0.14%7,673 -780-9.2% -$4.22万 减仓
VTI VANGUARD INDEX FDS $40.87万0.13%1,274 30831.9% $9.88万 加仓
ORCL ORACLE CORP $40.44万0.13%2,749 2,749— $40.44万 新建仓
VOO VANGUARD INDEX FDS $39.68万0.13%664 00.0% — 不变
OKE ONEOK INC NEW $38.81万0.13%4,294 4,294— $38.81万 新建仓
CSCO CISCO SYS INC $37.02万0.12%4,771 4,771— $37.02万 新建仓
KDP KEURIG DR PEPPER INC $36.30万0.12%13,785 13,785— $36.30万 新建仓
INTC INTEL CORP $33.87万0.11%7,675 1251.7% $5,516 加仓
XLU SELECT SECTOR SPDR TR $33.50万0.11%7,301 -470-6.0% -$2.16万 减仓
XBI SPDR SERIES TRUST $33.26万0.11%2,604 -209-7.4% -$2.67万 减仓
COST COSTCO WHOLESALE CORPORATION $29.20万0.10%293 5422.6% $5.38万 加仓
PLTR PALANTIR TECHNOLOGIES INC $27.55万0.09%1,883 55041.3% $8.05万 加仓
CLX CLOROX CO DEL $27.51万0.09%2,655 2,655— $27.51万 新建仓
PEP PEPSICO INC $26.70万0.09%1,720 -4,838-73.8% -$75.11万 减仓
META META PLATFORMS INC $26.47万0.09%463 173.8% $9,718 加仓
NFLX NETFLIX INC. $25.56万0.08%2,658 00.0% — 不变
QCOM QUALCOMM INC $25.50万0.08%1,980 1,980— $25.50万 新建仓
RTX RTX CORPORATION $25.06万0.08%1,299 00.0% — 不变
WFC WELLS FARGO & CO $25.01万0.08%3,142 1183.9% $9,394 加仓
FREL FIDELITY COVINGTON TRUST $24.63万0.08%9,154 -150-1.6% -$4,036 减仓
HEFA ISHARES TR $24.37万0.08%5,734 00.0% — 不变
VZ VERIZON COMMUNICATIONS INC $24.16万0.08%4,814 4,814— $24.16万 新建仓
TLH ISHARES TR $22.53万0.07%2,237 2,237— $22.53万 新建仓
GDX VANECK ETF TRUST $21.33万0.07%2,325 2,325— $21.33万 新建仓
DUK DUKE ENERGY CORP NEW $21.16万0.07%1,616 1,616— $21.16万 新建仓
SPDW SPDR INDEX SHS FDS $21.01万0.07%4,602 00.0% — 不变
— SPROTT FDS TR $20.68万0.07%3,495 3,495— $20.68万 新建仓