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 |
|---|---|---|---|---|---|---|---|---|
| SPYM | SPDR SERIES TRUST | $2.02亿 | 6.45% | 2,640,303 | 357,516 | 15.7% | $2,736.43万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $1.29亿 | 4.12% | 740,323 | 50,956 | 7.4% | $888.67万 | 加仓 |
| AAPL | APPLE INC | $1.15亿 | 3.67% | 453,403 | 30,021 | 7.1% | $761.90万 | 加仓 |
| DGRW | WISDOMTREE TR | $1.07亿 | 3.41% | 1,215,864 | 199,582 | 19.6% | $1,753.13万 | 加仓 |
| QGRO | AMERICAN CENTY ETF TR | $9,940.92万 | 3.17% | 946,484 | 171,852 | 22.2% | $1,804.96万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $6,143.85万 | 1.96% | 102,817 | -12,966 | -11.2% | -$774.79万 | 减仓 |
| AMZN | AMAZON COM INC | $5,171.58万 | 1.65% | 248,311 | 17,609 | 7.6% | $366.74万 | 加仓 |
| FLQM | FRANKLIN TEMPLETON ETF TR | $4,938.22万 | 1.58% | 899,001 | 135,758 | 17.8% | $745.72万 | 加仓 |
| PRF | INVESCO EXCHANGE TRADED FD T | $4,859.48万 | 1.55% | 1,022,402 | 151,680 | 17.4% | $720.94万 | 加仓 |
| CGGE | CAPITAL GROUP GLOBAL EQUITY | $4,812.67万 | 1.54% | 1,577,926 | 214,606 | 15.7% | $654.55万 | 加仓 |
| VO | VANGUARD INDEX FDS | $4,264.04万 | 1.36% | 148,480 | -37,888 | -20.3% | -$1,088.07万 | 减仓 |
| AMAT | APPLIED MATLS INC | $3,955.39万 | 1.26% | 115,726 | -6,543 | -5.4% | -$223.63万 | 减仓 |
| JBND | J P MORGAN EXCHANGE TRADED F | $3,896.06万 | 1.24% | 724,578 | 116,005 | 19.1% | $623.76万 | 加仓 |
| IQLT | ISHARES TR | $3,775.12万 | 1.21% | 816,596 | 76,102 | 10.3% | $351.82万 | 加仓 |
| — | PGIM ETF TR | $3,499.45万 | 1.12% | 826,698 | 137,491 | 19.9% | $582.01万 | 加仓 |
| FBND | FIDELITY MERRIMACK STR TR | $3,461.80万 | 1.11% | 758,834 | 106,166 | 16.3% | $484.33万 | 加仓 |
| QQQ | INVESCO QQQ TR | $3,283.65万 | 1.05% | 56,891 | -18,071 | -24.1% | -$1,043.03万 | 减仓 |
| MSFT | MICROSOFT CORP | $3,280.64万 | 1.05% | 88,625 | 9,083 | 11.4% | $336.23万 | 加仓 |
| AVGO | BROADCOM INC | $3,152.18万 | 1.01% | 101,844 | 12,734 | 14.3% | $394.13万 | 加仓 |
| SGOV | ISHARES TR | $2,497.66万 | 0.80% | 248,128 | 247,698 | 57,604.2% | $2,493.33万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $2,489.49万 | 0.79% | 38,280 | 1,606 | 4.4% | $104.44万 | 加仓 |
| GOOG | ALPHABET INC | $2,487.89万 | 0.79% | 86,728 | 10,101 | 13.2% | $289.76万 | 加仓 |
| XSHQ | INVESCO EXCH TRADED FD TR II | $2,481.57万 | 0.79% | 588,608 | 24,724 | 4.4% | $104.24万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $2,456.11万 | 0.78% | 51,254 | 3,196 | 6.7% | $153.15万 | 加仓 |
| JMUB | J P MORGAN EXCHANGE TRADED F | $2,395.20万 | 0.76% | 479,135 | 43,847 | 10.1% | $219.19万 | 加仓 |
| EMGF | ISHARES INC | $2,390.21万 | 0.76% | 395,533 | 27,399 | 7.4% | $165.57万 | 加仓 |
| INMU | BLACKROCK ETF TRUST II | $2,378.45万 | 0.76% | 994,752 | 94,078 | 10.4% | $224.94万 | 加仓 |
| GOOGL | ALPHABET INC | $2,315.60万 | 0.74% | 80,526 | 19,225 | 31.4% | $552.83万 | 加仓 |
| INCM | FRANKLIN TEMPLETON ETF TR | $2,287.02万 | 0.73% | 795,484 | 139,994 | 21.4% | $402.48万 | 加仓 |
| PCEF | INVESCO EXCH TRADED FD TR II | $2,153.08万 | 0.69% | 1,144,037 | 190,881 | 20.0% | $359.24万 | 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 |
| MUNI | PIMCO ETF TR | $2,141.02万 | 0.68% | 410,236 | 57,928 | 16.4% | $302.33万 | 加仓 |
| CGMU | CAPITAL GRP FIXED INCM ETF T | $2,064.43万 | 0.66% | 760,381 | 110,700 | 17.0% | $300.55万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $2,050.35万 | 0.65% | 95,963 | -2,670 | -2.7% | -$57.05万 | 减仓 |
| PYLD | PIMCO ETF TR | $1,982.94万 | 0.63% | 756,847 | 115,600 | 18.0% | $302.87万 | 加仓 |
| GLTR | ABRDN PRECIOUS METALS BASKET | $1,815.22万 | 0.58% | 82,993 | -4,819 | -5.5% | -$105.40万 | 减仓 |
| EFV | ISHARES TR | $1,678.69万 | 0.54% | 225,781 | -62,267 | -21.6% | -$462.96万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $1,650.50万 | 0.53% | 305,366 | -52,500 | -14.7% | -$283.76万 | 减仓 |
| ISCF | ISHARES TR | $1,602.95万 | 0.51% | 383,573 | 57,275 | 17.6% | $239.35万 | 加仓 |
| VOOG | VANGUARD ADMIRAL FDS INC | $1,596.28万 | 0.51% | 39,154 | -2,117 | -5.1% | -$86.31万 | 减仓 |
| LLY | ELI LILLY & CO | $1,564.87万 | 0.50% | 17,014 | 3,008 | 21.5% | $276.66万 | 加仓 |
| DFUS | DIMENSIONAL ETF TRUST | $1,562.97万 | 0.50% | 220,416 | -6,160 | -2.7% | -$43.68万 | 减仓 |
| DFUV | DIMENSIONAL ETF TRUST | $1,550.32万 | 0.49% | 319,918 | -1,465 | -0.5% | -$7.10万 | 减仓 |
| TSLA | TESLA INC | $1,480.18万 | 0.47% | 39,816 | 3,118 | 8.5% | $115.91万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $1,471.36万 | 0.47% | 14,766 | 1,568 | 11.9% | $156.24万 | 加仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $1,382.60万 | 0.44% | 243,931 | 19,445 | 8.7% | $110.21万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $1,371.35万 | 0.44% | 46,619 | 4,568 | 10.9% | $134.37万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $1,342.62万 | 0.43% | 214,991 | -14,923 | -6.5% | -$93.19万 | 减仓 |
| META | META PLATFORMS INC | $1,338.98万 | 0.43% | 23,403 | 8,369 | 55.7% | $478.82万 | 加仓 |
| AVDV | AMERICAN CENTY ETF TR | $1,332.32万 | 0.43% | 133,419 | -6,775 | -4.8% | -$67.66万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $1,313.14万 | 0.42% | 98,806 | 7,681 | 8.4% | $102.08万 | 加仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $1,306.41万 | 0.42% | 258,132 | 250,510 | 3,286.7% | $1,267.83万 | 加仓 |
| AVEM | AMERICAN CENTY ETF TR | $1,290.29万 | 0.41% | 160,126 | -44,037 | -21.6% | -$354.85万 | 减仓 |
| DFAI | DIMENSIONAL ETF TRUST | $1,254.33万 | 0.40% | 321,952 | -32,311 | -9.1% | -$125.88万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $1,237.84万 | 0.40% | 60,849 | 900 | 1.5% | $18.31万 | 加仓 |
| GE | GE AEROSPACE | $1,200.33万 | 0.38% | 42,299 | 3,017 | 7.7% | $85.61万 | 加仓 |
| DFIS | DIMENSIONAL ETF TRUST | $1,165.71万 | 0.37% | 346,215 | -18,992 | -5.2% | -$63.95万 | 减仓 |
| SPYV | SPDR SERIES TRUST | $1,142.19万 | 0.36% | 201,872 | -14,738 | -6.8% | -$83.39万 | 减仓 |
| UCON | FIRST TR EXCHNG TRADED FD VI | $1,131.62万 | 0.36% | 456,852 | -56,713 | -11.0% | -$140.48万 | 减仓 |
| GLD | SPDR GOLD TR | $1,101.34万 | 0.35% | 25,595 | -10,456 | -29.0% | -$449.92万 | 减仓 |
| WWD | WOODWARD INC | $1,058.61万 | 0.34% | 29,577 | 552 | 1.9% | $19.76万 | 加仓 |
| CAT | CATERPILLAR INC | $1,048.58万 | 0.33% | 14,801 | 1,886 | 14.6% | $133.61万 | 加仓 |
| BSJQ | INVESCO EXCH TRD SLF IDX FD | $1,031.82万 | 0.33% | 445,230 | -72,362 | -14.0% | -$167.70万 | 减仓 |
| FSTA | FIDELITY COVINGTON TRUST | $1,030.92万 | 0.33% | 197,003 | 8,842 | 4.7% | $46.27万 | 加仓 |
| SCHM | SCHWAB STRATEGIC TR | $1,021.04万 | 0.33% | 329,793 | -16,892 | -4.9% | -$52.30万 | 减仓 |
| MPWR | MONOLITHIC PWR SYS INC | $1,005.52万 | 0.32% | 9,197 | -788 | -7.9% | -$86.15万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $941.37万 | 0.30% | 64,354 | 5,896 | 10.1% | $86.25万 | 加仓 |
| IEFA | ISHARES TR | $939.14万 | 0.30% | 103,738 | -45,995 | -30.7% | -$416.39万 | 减仓 |
| — | EXXON MOBIL CORP | $930.58万 | 0.30% | 54,850 | 10,163 | 22.7% | $172.42万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T 看涨期权 | $904.16万 | 0.29% | 84,800 | -2,500 | -2.9% | -$26.66万 | 减仓 |
| V | VISA INC | $882.64万 | 0.28% | 29,203 | 2,297 | 8.5% | $69.43万 | 加仓 |
| IGSB | ISHARES TR | $882.38万 | 0.28% | 167,881 | -13,406 | -7.4% | -$70.46万 | 减仓 |
| PH | PARKER-HANNIFIN CORP | $858.04万 | 0.27% | 9,585 | 399 | 4.3% | $35.72万 | 加仓 |
| WMT | WALMART INC | $846.32万 | 0.27% | 68,098 | 12,869 | 23.3% | $159.93万 | 加仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $846.10万 | 0.27% | 152,395 | 14,980 | 10.9% | $83.17万 | 加仓 |
| WMB | WILLIAMS COS INC | $839.46万 | 0.27% | 115,342 | 2,647 | 2.3% | $19.26万 | 加仓 |
| NFLX | NETFLIX INC. | $810.34万 | 0.26% | 84,279 | 41,538 | 97.2% | $399.39万 | 加仓 |
| ABBV | ABBVIE INC | $781.70万 | 0.25% | 35,942 | 6,828 | 23.5% | $148.50万 | 加仓 |
| IVV | ISHARES TR | $771.01万 | 0.25% | 11,803 | -105 | -0.9% | -$6.86万 | 减仓 |
| AVDE | AMERICAN CENTY ETF TR | $750.99万 | 0.24% | 88,518 | -3,663 | -4.0% | -$31.08万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $738.78万 | 0.24% | 103,863 | -7,006 | -6.3% | -$49.83万 | 减仓 |
| FVD | FIRST TR EXCHANGE-TRADED FD | $723.17万 | 0.23% | 153,769 | -18,913 | -11.0% | -$88.95万 | 减仓 |
| MRK | MERCK & CO INC | $718.21万 | 0.23% | 59,707 | 2,967 | 5.2% | $35.69万 | 加仓 |
| SCHZ | SCHWAB STRATEGIC TR | $712.28万 | 0.23% | 306,751 | -25,610 | -7.7% | -$59.47万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $694.88万 | 0.22% | 28,428 | 2,004 | 7.6% | $48.99万 | 加仓 |
| DFIV | DIMENSIONAL ETF TRUST | $674.24万 | 0.22% | 127,745 | -4,037 | -3.1% | -$21.31万 | 减仓 |
| ETN | EATON CORP PLC | $662.21万 | 0.21% | 18,515 | 1,073 | 6.2% | $38.38万 | 加仓 |
| FHLC | FIDELITY COVINGTON TRUST | $660.40万 | 0.21% | 93,860 | -969 | -1.0% | -$6.82万 | 减仓 |
| BP | BP PLC | $645.80万 | 0.21% | 137,404 | 14,790 | 12.1% | $69.51万 | 加仓 |
| ASX | ASE TECHNOLOGY HLDG CO LTD | $644.51万 | 0.21% | 297,281 | 15,170 | 5.4% | $32.89万 | 加仓 |
| GEV | GE VERNOVA INC | $639.52万 | 0.20% | 7,326 | 432 | 6.3% | $37.71万 | 加仓 |
| SUB | ISHARES TR | $637.56万 | 0.20% | 59,865 | -4,996 | -7.7% | -$53.21万 | 减仓 |
| SHY | ISHARES TR | $631.02万 | 0.20% | 76,423 | 36,738 | 92.6% | $303.34万 | 加仓 |
| PR | PERMIAN RESOURCES CORP | $622.72万 | 0.20% | 292,082 | 8,850 | 3.1% | $18.87万 | 加仓 |
| AVLV | AMERICAN CENTY ETF TR | $616.64万 | 0.20% | 76,497 | -23 | -0.0% | -$1,854 | 减仓 |
| DGRO | ISHARES TR | $606.52万 | 0.19% | 86,424 | 1,957 | 2.3% | $13.73万 | 加仓 |
| PNC | PNC FINL SVCS GROUP INC | $601.46万 | 0.19% | 28,904 | 8,237 | 39.9% | $171.40万 | 加仓 |
| CMI | CUMMINS INC | $591.02万 | 0.19% | 10,985 | 646 | 6.2% | $34.76万 | 加仓 |
| PHM | PULTE GROUP INC | $585.13万 | 0.19% | 49,752 | 287 | 0.6% | $3.38万 | 加仓 |
| AFL | AFLAC INC | $577.79万 | 0.18% | 52,665 | 1,938 | 3.8% | $21.26万 | 加仓 |