13F 机构持仓

ARS Wealth Advisors Group, LLC

St. Petersburg FL · SEC CIK 0001886707

2026Q22026Q1 更早 9 个季度 🔒
$11.84亿2026Q1 申报市值
201持仓数
46.1%前十大占比 · 第一大 14.3%
21 / 10新建仓 / 清仓
申报市值走势$12.78亿2026Q2
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

TBUX 14.3%
SPTM 6.9%
AAPL 3.8%
AVGO 3.7%
EXXON MOBIL CO 3.1%
GOOG 3.0%
AMZN 2.9%
USMV 2.9%
JPM 2.8%
XLK 2.7%

2026Q1 买入最多 按季末市值估算

TBUX 加仓+$3,742.75万
HYGH 新建仓+$1,492.30万
GSK 新建仓+$703.76万
SRLN 加仓+$456.89万
SHY 加仓+$277.52万

2026Q1 卖出最多 按季末市值估算

SLV 减仓-$618.35万
GLD 减仓-$231.37万
USMV 减仓-$100.77万
AVGO 减仓-$90.04万
GOOG 减仓-$78.05万

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
FNY FIRST TR EXCHANGE-TRADED ALP $63.70万0.05%7,040 00.0% — 不变
PJAN INNOVATOR ETFS TRUST $64.82万0.05%14,052 1,0598.2% $4.89万 加仓
FNK FIRST TR EXCHANGE-TRADED ALP $65.57万0.06%11,488 30.0% $171 加仓
WEC WEC ENERGY GROUP INC $65.69万0.06%5,674 5,674— $65.69万 新建仓
ET ENERGY TRANSFER L P $66.36万0.06%34,386 2270.7% $4,381 加仓
— INNOVATOR ETFS TRUST $67.43万0.06%35,615 00.0% — 不变
VLO VALERO ENERGY CORP $69.18万0.06%2,800 00.0% — 不变
GE GE AEROSPACE $69.68万0.06%2,455 421.7% $1.19万 加仓
AMAT APPLIED MATLS INC $69.76万0.06%2,041 261.3% $8,887 加仓
GLW CORNING INC $70.30万0.06%5,170 -1,505-22.5% -$20.46万 减仓
BRK/A BERKSHIRE HATHAWAY INC DEL $71.81万0.06%1 00.0% — 不变
DIS DISNEY WALT CO $74.15万0.06%7,693 -292-3.7% -$2.81万 减仓
T AT&T INC $74.17万0.06%25,586 5102.0% $1.48万 加仓
LOW LOWES COS INC $75.95万0.06%3,214 240.8% $5,671 加仓
AKRE PROFESIONALLY MANAGED PORTFO $75.98万0.06%14,377 -1,892-11.6% -$10.00万 减仓
PFE PFIZER INC $76.96万0.07%27,406 -1,351-4.7% -$3.79万 减仓
ABT ABBOTT LABORATORIES $77.83万0.07%7,581 4356.1% $4.47万 加仓
WAT WATERS CORP $80.67万0.07%2,709 2,709— $80.67万 新建仓
PNC PNC FINL SVCS GROUP INC $80.93万0.07%3,889 942.5% $1.96万 加仓
GDX VANECK ETF TRUST $81.88万0.07%8,922 8,922— $81.88万 新建仓
V VISA INC $83.11万0.07%2,750 38516.3% $11.64万 加仓
IVV ISHARES TR $86.55万0.07%1,325 -6-0.5% -$3,919 减仓
UNP UNION PAC CORP $89.99万0.08%3,709 3129.2% $7.57万 加仓
FTCS FIRST TR EXCHANGE-TRADED FD $93.72万0.08%10,104 -800-7.3% -$7.42万 减仓
VTEB VANGUARD MUN BD FDS $98.34万0.08%19,711 00.0% — 不变
MUB ISHARES TR $98.75万0.08%9,303 00.0% — 不变
— INNOVATOR ETFS TRUST $99.45万0.08%52,344 -500-0.9% -$9,500 减仓
QQQ INVESCO QQQ TR $99.47万0.08%1,723 -81-4.5% -$4.68万 减仓
WELL WELLTOWER INC $101.09万0.09%5,113 1252.5% $2.47万 加仓
NEE NEXTERA ENERGY INC $101.51万0.09%10,929 -1,012-8.5% -$9.40万 减仓
VTI VANGUARD INDEX FDS $103.07万0.09%3,213 -894-21.8% -$28.68万 减仓
SUB ISHARES TR $105.69万0.09%9,924 00.0% — 不变
AEP AMERICAN ELEC PWR CO INC $109.96万0.09%8,389 -170-2.0% -$2.23万 减仓
SCHO SCHWAB STRATEGIC TR $110.18万0.09%45,397 7,59420.1% $18.43万 加仓
GAPR FIRST TR EXCHNG TRADED FD VI $115.07万0.10%28,433 -414-1.4% -$1.68万 减仓
TSLA TESLA INC $117.32万0.10%3,156 110.3% $4,089 加仓
AMGN AMGEN INC $120.04万0.10%3,412 -154-4.3% -$5.42万 减仓
TD TORONTO DOMINION BK ONT $122.42万0.10%13,120 00.0% — 不变
— INNOVATOR ETFS TRUST $134.28万0.11%71,577 71,577— $134.28万 新建仓
FYX FIRST TR EXCHANGE-TRADED ALP $138.08万0.12%11,569 10.0% $119 加仓
PAUG INNOVATOR ETFS TRUST $139.85万0.12%32,737 -433-1.3% -$1.85万 减仓
SOLS SOLSTICE ADVANCED MATLS INC $140.66万0.12%18,469 -1,151-5.9% -$8.77万 减仓
— AIM ETF PRODUCTS TRUST $144.96万0.12%53,034 -4,000-7.0% -$10.93万 减仓
NFLX NETFLIX INC. $151.84万0.13%15,792 -116-0.7% -$1.12万 减仓
PJUL INNOVATOR ETFS TRUST $161.06万0.14%35,038 -2,501-6.7% -$11.50万 减仓
ABBV ABBVIE INC $168.44万0.14%7,745 50.1% $1,087 加仓
POCT INNOVATOR ETFS TRUST $169.17万0.14%39,242 -150-0.4% -$6,467 减仓
— AIM ETF PRODUCTS TRUST $189.31万0.16%70,194 -109-0.2% -$2,940 减仓
KO COCA COLA CO $196.87万0.17%25,887 570.2% $4,335 加仓
TOTL SSGA ACTIVE ETF TR $199.66万0.17%50,253 50,253— $199.66万 新建仓
LLY ELI LILLY & CO $206.91万0.17%2,250 1024.7% $9.38万 加仓
MCD MCDONALDS CORP $210.27万0.18%6,766 -177-2.5% -$5.50万 减仓
VCSH VANGUARD SCOTTSDALE FDS $210.28万0.18%26,527 26,527— $210.28万 新建仓
FSV FIRSTSERVICE CORP NEW $222.30万0.19%16,000 00.0% — 不变
— AIM ETF PRODUCTS TRUST $228.18万0.19%85,014 -1,671-1.9% -$4.48万 减仓
BLK BLACKROCK INC $230.60万0.19%2,398 2,398— $230.60万 新建仓
SHEL SHELL PLC $236.55万0.20%25,436 -940-3.6% -$8.74万 减仓
— INNOVATOR ETFS TRUST $272.70万0.23%144,077 144,077— $272.70万 新建仓
COST COSTCO WHOLESALE CORPORATION $280.19万0.24%2,812 -44-1.5% -$4.38万 减仓
SPY STATE STR SPDR S&P 500 ETF T $283.75万0.24%4,363 922.2% $5.98万 加仓
GD GENERAL DYNAMICS CORP $285.74万0.24%8,325 -104-1.2% -$3.57万 减仓
SHY ISHARES TR $316.85万0.27%38,374 33,610705.5% $277.52万 加仓
SEPU AIM ETF PRODUCTS TRUST $342.70万0.29%122,394 -712-0.6% -$1.99万 减仓
PMAY INNOVATOR ETFS TRUST $356.77万0.30%89,327 -1,949-2.1% -$7.78万 减仓
CAT CATERPILLAR INC $357.46万0.30%5,046 50.1% $3,542 加仓
— AIM ETF PRODUCTS TRUST $387.70万0.33%135,127 3,4862.6% $10.00万 加仓
BDX BECTON DICKINSON & CO $402.08万0.34%25,573 2,64911.6% $41.65万 加仓
PJUN INNOVATOR ETFS TRUST $465.11万0.39%111,199 -1,628-1.4% -$6.81万 减仓
RTX RTX CORPORATION $477.15万0.40%24,736 -527-2.1% -$10.17万 减仓
UPS UNITED PARCEL SVCS INC $533.67万0.45%54,246 5,65111.6% $55.59万 加仓
VBR VANGUARD INDEX FDS $562.92万0.48%25,911 -2,320-8.2% -$50.40万 减仓
GOOGL ALPHABET INC $601.59万0.51%20,920 5812.9% $16.71万 加仓
SLV ISHARES SILVER TR $605.53万0.51%88,866 -90,747-50.5% -$618.35万 减仓
VOO VANGUARD INDEX FDS $673.83万0.57%11,277 -38-0.3% -$2.27万 减仓
GSK GSK PLC $703.76万0.59%127,516 127,516— $703.76万 新建仓
SRLN SSGA ACTIVE ETF TR $767.24万0.65%191,140 113,824147.2% $456.89万 加仓
BAC BANK AMERICA CORP $797.35万0.67%163,559 4,7883.0% $23.34万 加仓
META META PLATFORMS INC $809.81万0.68%14,154 8736.6% $49.95万 加仓
PEP PEPSICO INC $846.35万0.71%54,501 3710.7% $5.76万 加仓
MO ALTRIA GROUP INC $922.38万0.78%139,776 2,1881.6% $14.44万 加仓
LMT LOCKHEED MARTIN CORP $936.85万0.79%15,501 -86-0.6% -$5.20万 减仓
IBM INTERNATIONAL BUSINESS MACHS $977.96万0.83%40,347 890.2% $2.16万 加仓
KMI KINDER MORGAN INC DEL $978.04万0.83%291,692 5880.2% $1.97万 加仓
GS GOLDMAN SACHS GROUP INC $981.11万0.83%11,597 -216-1.8% -$18.27万 减仓
SO SOUTHERN CO $1,043.47万0.88%108,109 4,9284.8% $47.57万 加仓
HD HOME DEPOT INC $1,093.48万0.92%33,248 7802.4% $25.65万 加仓
CSCO CISCO SYS INC $1,173.91万0.99%151,296 3820.3% $2.96万 加仓
NVDA NVIDIA CORPORATION $1,282.11万1.08%73,515 5,0327.3% $87.76万 加仓
TMO THERMO FISHER SCIENTIFIC INC $1,347.86万1.14%27,422 3721.4% $18.28万 加仓
BRK/B BERKSHIRE HATHAWAY INC DEL $1,404.26万1.19%29,304 6822.4% $32.68万 加仓
TCAF T ROWE PRICE ETF INC $1,489.65万1.26%418,559 35,2339.2% $125.39万 加仓
HYGH ISHARES U S ETF TR $1,492.30万1.26%174,313 174,313— $1,492.30万 新建仓
MA MASTERCARD INCORPORATED $1,508.57万1.27%30,192 930.3% $4.65万 加仓
PG PROCTER & GAMBLE CO $1,862.93万1.57%128,976 4,2683.4% $61.65万 加仓
WMT WALMART INC $1,895.51万1.60%152,519 -3,059-2.0% -$38.02万 减仓
DUK DUKE ENERGY CORP NEW $1,938.75万1.64%148,064 1,8421.3% $24.12万 加仓
— HONEYWELL INTL INC $2,062.22万1.74%91,237 4,2114.8% $95.18万 加仓
MRK MERCK & CO INC $2,121.53万1.79%176,368 9980.6% $12.00万 加仓
VZ VERIZON COMMUNICATIONS INC $2,136.93万1.81%425,683 7,3611.8% $36.95万 加仓
GLD SPDR GOLD TR $2,319.31万1.96%53,901 -5,377-9.1% -$231.37万 减仓