ARS Wealth Advisors Group, LLC
St. Petersburg FL · SEC CIK 0001886707
$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
26Q126Q2
前十大持仓 占组合比例
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 |
|---|---|---|---|---|---|---|---|---|
| CVX | CHEVRON CORPORATION | $2,756.23万 | 2.33% | 133,216 | 1,384 | 1.0% | $28.63万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $3,010.92万 | 2.54% | 123,176 | -2,065 | -1.6% | -$50.48万 | 减仓 |
| QUAL | ISHARES TR | $3,066.66万 | 2.59% | 159,880 | -743 | -0.5% | -$14.25万 | 减仓 |
| MSFT | MICROSOFT CORP | $3,149.89万 | 2.66% | 85,093 | 2,521 | 3.1% | $93.32万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $3,166.90万 | 2.67% | 238,292 | -8 | -0.0% | -$1,063 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $3,258.38万 | 2.75% | 110,769 | 89 | 0.1% | $2.62万 | 加仓 |
| USMV | ISHARES TR | $3,400.11万 | 2.87% | 366,628 | -10,866 | -2.9% | -$100.77万 | 减仓 |
| AMZN | AMAZON COM INC | $3,437.47万 | 2.90% | 165,049 | 4,487 | 2.8% | $93.45万 | 加仓 |
| GOOG | ALPHABET INC | $3,579.10万 | 3.02% | 124,768 | -2,721 | -2.1% | -$78.05万 | 减仓 |
| — | EXXON MOBIL CORP | $3,719.67万 | 3.14% | 219,242 | -479 | -0.2% | -$8.13万 | 减仓 |
| AVGO | BROADCOM INC | $4,425.10万 | 3.74% | 142,971 | -2,909 | -2.0% | -$90.04万 | 减仓 |
| AAPL | APPLE INC | $4,509.85万 | 3.81% | 177,700 | 2,126 | 1.2% | $53.96万 | 加仓 |
| SPTM | SPDR SERIES TRUST | $8,159.72万 | 6.89% | 1,032,092 | 12,254 | 1.2% | $96.88万 | 加仓 |
| TBUX | T ROWE PRICE ETF INC | $1.69亿 | 14.30% | 3,403,290 | 752,312 | 28.4% | $3,742.75万 | 加仓 |