Larson Financial Group LLC
ST LOUIS MO · SEC CIK 0001731061
$31.32亿2026Q1 申报市值
3,618持仓数
29.1%前十大占比 · 第一大 6.5%
335 / 168新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
SPYM 加仓+$2,736.43万
SGOV 加仓+$2,493.33万
QGRO 加仓+$1,804.96万
DGRW 加仓+$1,753.13万
JPST 加仓+$1,267.83万
2026Q1 卖出最多 按季末市值估算
VO 减仓-$1,088.07万
QQQ 减仓-$1,043.03万
VOO 减仓-$774.79万
BANK MONTREAL ME 减仓-$680.84万
XLY 减仓-$541.82万
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 |
|---|---|---|---|---|---|---|---|---|
| FSK | FS KKR CAP CORP | $193.81万 | 0.06% | 190,383 | 26,322 | 16.0% | $26.80万 | 加仓 |
| IEMG | ISHARES INC | $194.50万 | 0.06% | 27,886 | -2,823 | -9.2% | -$19.69万 | 减仓 |
| ANET | ARISTA NETWORKS INC | $194.59万 | 0.06% | 15,849 | 3,212 | 25.4% | $39.44万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $194.94万 | 0.06% | 30,422 | -7,623 | -20.0% | -$48.85万 | 减仓 |
| WY | WEYERHAEUSER CO | $195.59万 | 0.06% | 80,061 | 8,050 | 11.2% | $19.67万 | 加仓 |
| SSO | PROSHARES TR | $197.14万 | 0.06% | 38,000 | -13,965 | -26.9% | -$72.45万 | 减仓 |
| FNDX | SCHWAB STRATEGIC TR | $197.74万 | 0.06% | 71,003 | 19,784 | 38.6% | $55.10万 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $200.25万 | 0.06% | 33,017 | 4,127 | 14.3% | $25.03万 | 加仓 |
| VGT | VANGUARD WORLD FD | $204.09万 | 0.07% | 2,925 | 398 | 15.7% | $27.77万 | 加仓 |
| CAH | CARDINAL HEALTH INC | $205.17万 | 0.07% | 9,709 | -778 | -7.4% | -$16.44万 | 减仓 |
| PHYS | SPROTT ASSET MANAGEMENT LP | $206.69万 | 0.07% | 58,322 | 646 | 1.1% | $2.29万 | 加仓 |
| ORCL | ORACLE CORP | $207.54万 | 0.07% | 14,108 | 3,372 | 31.4% | $49.61万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $209.60万 | 0.07% | 22,566 | 3,408 | 17.8% | $31.65万 | 加仓 |
| RITM | RITHM CAPITAL CORP | $210.40万 | 0.07% | 221,940 | 8,884 | 4.2% | $8.42万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $210.70万 | 0.07% | 4,824 | 115 | 2.4% | $5.02万 | 加仓 |
| CB | CHUBB LTD SWITZ | $213.02万 | 0.07% | 6,536 | 1,415 | 27.6% | $46.12万 | 加仓 |
| INTC | INTEL CORP | $214.63万 | 0.07% | 48,635 | 13,207 | 37.3% | $58.28万 | 加仓 |
| AGG | ISHARES TR | $215.01万 | 0.07% | 21,659 | -661 | -3.0% | -$6.56万 | 减仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $215.44万 | 0.07% | 3 | -1 | -25.0% | -$71.81万 | 减仓 |
| C | CITIGROUP INC | $216.32万 | 0.07% | 19,074 | 5,396 | 39.5% | $61.20万 | 加仓 |
| IJS | ISHARES TR | $216.77万 | 0.07% | 18,300 | -1,276 | -6.5% | -$15.11万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $216.83万 | 0.07% | 55,798 | 84 | 0.2% | $3,264 | 加仓 |
| SPMD | SPDR SERIES TRUST | $219.61万 | 0.07% | 37,084 | 3,143 | 9.3% | $18.61万 | 加仓 |
| TQQQ | PROSHARES TR | $220.34万 | 0.07% | 52,864 | -3,641 | -6.4% | -$15.18万 | 减仓 |
| EFIV | SPDR SERIES TRUST | $221.01万 | 0.07% | 35,036 | 2,116 | 6.4% | $13.35万 | 加仓 |
| AMGN | AMGEN INC | $222.87万 | 0.07% | 6,334 | -272 | -4.1% | -$9.57万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $223.53万 | 0.07% | 11,393 | 60 | 0.5% | $1.18万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $223.80万 | 0.07% | 2,645 | 579 | 28.0% | $48.99万 | 加仓 |
| MS | MORGAN STANLEY | $227.48万 | 0.07% | 13,823 | 2,228 | 19.2% | $36.67万 | 加仓 |
| QQQ | INVESCO QQQ TR 看涨期权 | $231.69万 | 0.07% | 27,100 | -300 | -1.1% | -$2.56万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $233.22万 | 0.07% | 16,146 | 580 | 3.7% | $8.38万 | 加仓 |
| T | AT&T INC | $234.33万 | 0.07% | 80,830 | 26,720 | 49.4% | $77.46万 | 加仓 |
| SCHA | SCHWAB STRATEGIC TR | $237.54万 | 0.08% | 81,686 | -1,013 | -1.2% | -$2.95万 | 减仓 |
| QCOM | QUALCOMM INC | $238.33万 | 0.08% | 18,507 | 4,693 | 34.0% | $60.44万 | 加仓 |
| AEP | AMERICAN ELEC PWR CO INC | $238.82万 | 0.08% | 18,220 | -230 | -1.2% | -$3.01万 | 减仓 |
| CZR | CAESARS ENTERTAINMENT INC NE | $240.51万 | 0.08% | 91,001 | 16,238 | 21.7% | $42.92万 | 加仓 |
| SLYG | SPDR SERIES TRUST | $244.21万 | 0.08% | 25,275 | -1,473 | -5.5% | -$14.23万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $244.37万 | 0.08% | 7,233 | -1,269 | -14.9% | -$42.87万 | 减仓 |
| YYY | AMPLIFY ETF TR | $246.51万 | 0.08% | 223,493 | 16,625 | 8.0% | $18.34万 | 加仓 |
| ARCC | ARES CAPITAL CORP | $247.88万 | 0.08% | 137,558 | 7,303 | 5.6% | $13.16万 | 加仓 |
| VICI | VICI PPTYS INC | $249.04万 | 0.08% | 91,157 | 4,610 | 5.3% | $12.59万 | 加仓 |
| DVN | DEVON ENERGY CORP NEW | $251.29万 | 0.08% | 49,938 | -500 | -1.0% | -$2.52万 | 减仓 |
| BX | BLACKSTONE INC | $251.56万 | 0.08% | 21,877 | 4,717 | 27.5% | $54.24万 | 加仓 |
| NLR | VANECK ETF TRUST | $251.78万 | 0.08% | 18,904 | 2,655 | 16.3% | $35.36万 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC | $253.87万 | 0.08% | 5,507 | 312 | 6.0% | $14.38万 | 加仓 |
| DIVB | ISHARES TR | $255.34万 | 0.08% | 47,330 | 2,561 | 5.7% | $13.82万 | 加仓 |
| VXF | VANGUARD INDEX FDS | $257.32万 | 0.08% | 12,503 | -3 | -0.0% | -$617 | 减仓 |
| PSLV | SPROTT ASSET MANAGEMENT LP | $261.13万 | 0.08% | 107,065 | -1,764 | -1.6% | -$4.30万 | 减仓 |
| — | SELECT MED HLDGS CORP | $262.80万 | 0.08% | 161,326 | 19,419 | 13.7% | $31.63万 | 加仓 |
| EFA | ISHARES TR | $264.02万 | 0.08% | 27,182 | -573 | -2.1% | -$5.57万 | 减仓 |
| IGRO | ISHARES TR | $270.63万 | 0.09% | 32,307 | 1,869 | 6.1% | $15.66万 | 加仓 |
| DE | DEERE & CO | $271.25万 | 0.09% | 4,815 | 438 | 10.0% | $24.67万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $271.34万 | 0.09% | 5,430 | 145 | 2.7% | $7.25万 | 加仓 |
| MGK | VANGUARD WORLD FD | $273.05万 | 0.09% | 7,431 | 6,941 | 1,416.5% | $255.04万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $273.90万 | 0.09% | 54,561 | 15,217 | 38.7% | $76.39万 | 加仓 |
| RTX | RTX CORPORATION | $274.70万 | 0.09% | 14,241 | -2,110 | -12.9% | -$40.70万 | 减仓 |
| UNM | UNUM GROUP | $277.92万 | 0.09% | 38,056 | 192 | 0.5% | $1.40万 | 加仓 |
| MUB | ISHARES TR | $280.14万 | 0.09% | 26,391 | -7,984 | -23.2% | -$84.75万 | 减仓 |
| MCD | MCDONALDS CORP | $284.04万 | 0.09% | 9,139 | 940 | 11.5% | $29.22万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $286.68万 | 0.09% | 17,339 | 6,043 | 53.5% | $99.91万 | 加仓 |
| EOS | EATON VANCE ENHANCED EQUITY | $290.51万 | 0.09% | 141,989 | 4,526 | 3.3% | $9.26万 | 加仓 |
| CTVA | CORTEVA INC | $295.21万 | 0.09% | 35,266 | 774 | 2.2% | $6.48万 | 加仓 |
| CINF | CINCINNATI FINL CORP | $295.83万 | 0.09% | 18,801 | 301 | 1.6% | $4.74万 | 加仓 |
| PFE | PFIZER INC | $308.83万 | 0.10% | 109,981 | -25,535 | -18.8% | -$71.70万 | 减仓 |
| GLDM | WORLD GOLD TR | $310.65万 | 0.10% | 33,515 | 6,892 | 25.9% | $63.88万 | 加仓 |
| DTE | DTE ENERGY CO | $312.66万 | 0.10% | 21,383 | 889 | 4.3% | $13.00万 | 加仓 |
| SLYV | SPDR SERIES TRUST | $313.75万 | 0.10% | 33,173 | -659 | -1.9% | -$6.23万 | 减仓 |
| MO | ALTRIA GROUP INC | $314.92万 | 0.10% | 47,723 | 6,285 | 15.2% | $41.47万 | 加仓 |
| SPYG | SPDR SERIES TRUST | $317.90万 | 0.10% | 32,469 | -1,244 | -3.7% | -$12.18万 | 减仓 |
| CSCO | CISCO SYS INC | $319.03万 | 0.10% | 41,117 | 364 | 0.9% | $2.82万 | 加仓 |
| MAIN | MAIN STR CAP CORP | $319.88万 | 0.10% | 60,400 | 2,120 | 3.6% | $11.23万 | 加仓 |
| AON | AON PLC | $322.84万 | 0.10% | 10,002 | 418 | 4.4% | $13.49万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $323.25万 | 0.10% | 21,826 | 2,617 | 13.6% | $38.76万 | 加仓 |
| TFC | TRUIST FINL CORP | $325.81万 | 0.10% | 70,875 | -1,466 | -2.0% | -$6.74万 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $326.88万 | 0.10% | 106,543 | -3,293 | -3.0% | -$10.10万 | 减仓 |
| DFAE | DIMENSIONAL ETF TRUST | $327.38万 | 0.10% | 96,685 | -19,098 | -16.5% | -$64.67万 | 减仓 |
| FE | FIRSTENERGY CORP | $330.24万 | 0.11% | 65,187 | 3,801 | 6.2% | $19.26万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $331.25万 | 0.11% | 113,713 | 5,424 | 5.0% | $15.80万 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $333.91万 | 0.11% | 46,421 | 5,768 | 14.2% | $41.49万 | 加仓 |
| XLF | SELECT SECTOR SPDR TR | $336.47万 | 0.11% | 68,152 | 11,084 | 19.4% | $54.72万 | 加仓 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $341.93万 | 0.11% | 50,078 | 3,690 | 8.0% | $25.20万 | 加仓 |
| IWO | ISHARES TR | $346.95万 | 0.11% | 11,056 | -1,376 | -11.1% | -$43.18万 | 减仓 |
| SBUX | STARBUCKS CORP | $350.43万 | 0.11% | 39,115 | 4,762 | 13.9% | $42.66万 | 加仓 |
| PLD | PROLOGIS INC. | $351.10万 | 0.11% | 26,562 | 1,245 | 4.9% | $16.46万 | 加仓 |
| PEP | PEPSICO INC | $354.49万 | 0.11% | 22,827 | -10,464 | -31.4% | -$162.50万 | 减仓 |
| DFIP | DIMENSIONAL ETF TRUST | $359.75万 | 0.11% | 86,230 | -33,054 | -27.7% | -$137.90万 | 减仓 |
| SCHX | SCHWAB STRATEGIC TR | $361.30万 | 0.12% | 140,913 | 38,419 | 37.5% | $98.51万 | 加仓 |
| MRSH | MARSH & MCLENNAN COS INC | $364.61万 | 0.12% | 21,021 | 1,494 | 7.7% | $25.91万 | 加仓 |
| MTG | MGIC INVT CORP WIS | $366.88万 | 0.12% | 139,764 | 4,618 | 3.4% | $12.12万 | 加仓 |
| VB | VANGUARD INDEX FDS | $368.59万 | 0.12% | 14,073 | -2,241 | -13.7% | -$58.69万 | 减仓 |
| SPDW | SPDR INDEX SHS FDS | $368.93万 | 0.12% | 80,817 | -8,928 | -9.9% | -$40.76万 | 减仓 |
| KO | COCA COLA CO | $370.75万 | 0.12% | 48,750 | 2,798 | 6.1% | $21.28万 | 加仓 |
| MDT | MEDTRONIC PLC | $373.23万 | 0.12% | 43,074 | 3,357 | 8.5% | $29.09万 | 加仓 |
| OMF | ONEMAIN HLDGS INC | $383.13万 | 0.12% | 71,627 | 3,163 | 4.6% | $16.92万 | 加仓 |
| OKE | ONEOK INC NEW | $388.38万 | 0.12% | 42,967 | -1,590 | -3.6% | -$14.37万 | 减仓 |
| MEDP | MEDPACE HLDGS INC | $388.81万 | 0.12% | 8,097 | -843 | -9.4% | -$40.48万 | 减仓 |
| XLE | SELECT SECTOR SPDR TR | $389.42万 | 0.12% | 63,569 | 44,013 | 225.1% | $269.62万 | 加仓 |
| SDY | SPDR SERIES TRUST | $392.37万 | 0.13% | 26,886 | 82 | 0.3% | $1.20万 | 加仓 |
| KKR | KKR & CO INC | $397.04万 | 0.13% | 42,923 | 2,426 | 6.0% | $22.44万 | 加仓 |
| BSX | BOSTON SCIENTIFIC CORP | $399.20万 | 0.13% | 63,618 | 1,902 | 3.1% | $11.94万 | 加仓 |