13F 机构持仓

Larson Financial Group LLC

ST LOUIS MO · SEC CIK 0001731061

2026Q22026Q1 更早 9 个季度 🔒
$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
申报市值走势$38.09亿2026Q2
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

SPYM 6.5%
NVDA 4.1%
AAPL 3.7%
DGRW 3.4%
QGRO 3.2%
VOO 2.0%
AMZN 1.7%
FLQM 1.6%
PRF 1.6%
CGGE 1.5%

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
DFUV DIMENSIONAL ETF TRUST $1,550.32万0.49%319,918 -1,465-0.5% -$7.10万 减仓
DFUS DIMENSIONAL ETF TRUST $1,562.97万0.50%220,416 -6,160-2.7% -$43.68万 减仓
LLY ELI LILLY & CO $1,564.87万0.50%17,014 3,00821.5% $276.66万 加仓
VOOG VANGUARD ADMIRAL FDS INC $1,596.28万0.51%39,154 -2,117-5.1% -$86.31万 减仓
ISCF ISHARES TR $1,602.95万0.51%383,573 57,27517.6% $239.35万 加仓
VWO VANGUARD INTL EQUITY INDEX F $1,650.50万0.53%305,366 -52,500-14.7% -$283.76万 减仓
EFV ISHARES TR $1,678.69万0.54%225,781 -62,267-21.6% -$462.96万 减仓
GLTR ABRDN PRECIOUS METALS BASKET $1,815.22万0.58%82,993 -4,819-5.5% -$105.40万 减仓
PYLD PIMCO ETF TR $1,982.94万0.63%756,847 115,60018.0% $302.87万 加仓
LRCX LAM RESEARCH CORP $2,050.35万0.65%95,963 -2,670-2.7% -$57.05万 减仓
CGMU CAPITAL GRP FIXED INCM ETF T $2,064.43万0.66%760,381 110,70017.0% $300.55万 加仓
MUNI PIMCO ETF TR $2,141.02万0.68%410,236 57,92816.4% $302.33万 加仓
BSJR INVESCO EXCH TRD SLF IDX FD $2,146.15万0.69%959,603 -5,528-0.6% -$12.36万 减仓
PCEF INVESCO EXCH TRADED FD TR II $2,153.08万0.69%1,144,037 190,88120.0% $359.24万 加仓
INCM FRANKLIN TEMPLETON ETF TR $2,287.02万0.73%795,484 139,99421.4% $402.48万 加仓
GOOGL ALPHABET INC $2,315.60万0.74%80,526 19,22531.4% $552.83万 加仓
INMU BLACKROCK ETF TRUST II $2,378.45万0.76%994,752 94,07810.4% $224.94万 加仓
EMGF ISHARES INC $2,390.21万0.76%395,533 27,3997.4% $165.57万 加仓
JMUB J P MORGAN EXCHANGE TRADED F $2,395.20万0.76%479,135 43,84710.1% $219.19万 加仓
BRK/B BERKSHIRE HATHAWAY INC DEL $2,456.11万0.78%51,254 3,1966.7% $153.15万 加仓
XSHQ INVESCO EXCH TRADED FD TR II $2,481.57万0.79%588,608 24,7244.4% $104.24万 加仓
GOOG ALPHABET INC $2,487.89万0.79%86,728 10,10113.2% $289.76万 加仓
SPY STATE STR SPDR S&P 500 ETF T $2,489.49万0.79%38,280 1,6064.4% $104.44万 加仓
SGOV ISHARES TR $2,497.66万0.80%248,128 247,69857,604.2% $2,493.33万 加仓
AVGO BROADCOM INC $3,152.18万1.01%101,844 12,73414.3% $394.13万 加仓
MSFT MICROSOFT CORP $3,280.64万1.05%88,625 9,08311.4% $336.23万 加仓
QQQ INVESCO QQQ TR $3,283.65万1.05%56,891 -18,071-24.1% -$1,043.03万 减仓
FBND FIDELITY MERRIMACK STR TR $3,461.80万1.11%758,834 106,16616.3% $484.33万 加仓
— PGIM ETF TR $3,499.45万1.12%826,698 137,49119.9% $582.01万 加仓
IQLT ISHARES TR $3,775.12万1.21%816,596 76,10210.3% $351.82万 加仓
JBND J P MORGAN EXCHANGE TRADED F $3,896.06万1.24%724,578 116,00519.1% $623.76万 加仓
AMAT APPLIED MATLS INC $3,955.39万1.26%115,726 -6,543-5.4% -$223.63万 减仓
VO VANGUARD INDEX FDS $4,264.04万1.36%148,480 -37,888-20.3% -$1,088.07万 减仓
CGGE CAPITAL GROUP GLOBAL EQUITY $4,812.67万1.54%1,577,926 214,60615.7% $654.55万 加仓
PRF INVESCO EXCHANGE TRADED FD T $4,859.48万1.55%1,022,402 151,68017.4% $720.94万 加仓
FLQM FRANKLIN TEMPLETON ETF TR $4,938.22万1.58%899,001 135,75817.8% $745.72万 加仓
AMZN AMAZON COM INC $5,171.58万1.65%248,311 17,6097.6% $366.74万 加仓
VOO VANGUARD INDEX FDS $6,143.85万1.96%102,817 -12,966-11.2% -$774.79万 减仓
QGRO AMERICAN CENTY ETF TR $9,940.92万3.17%946,484 171,85222.2% $1,804.96万 加仓
DGRW WISDOMTREE TR $1.07亿3.41%1,215,864 199,58219.6% $1,753.13万 加仓
AAPL APPLE INC $1.15亿3.67%453,403 30,0217.1% $761.90万 加仓
NVDA NVIDIA CORPORATION $1.29亿4.12%740,323 50,9567.4% $888.67万 加仓
SPYM SPDR SERIES TRUST $2.02亿6.45%2,640,303 357,51615.7% $2,736.43万 加仓