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
LOW LOWES COS INC $75.95万0.06%3,214 240.8% $5,671 加仓
T AT&T INC $74.17万0.06%25,586 5102.0% $1.48万 加仓
DIS DISNEY WALT CO $74.15万0.06%7,693 -292-3.7% -$2.81万 减仓
BRK/A BERKSHIRE HATHAWAY INC DEL $71.81万0.06%1 00.0% — 不变
GLW CORNING INC $70.30万0.06%5,170 -1,505-22.5% -$20.46万 减仓
AMAT APPLIED MATLS INC $69.76万0.06%2,041 261.3% $8,887 加仓
GE GE AEROSPACE $69.68万0.06%2,455 421.7% $1.19万 加仓
VLO VALERO ENERGY CORP $69.18万0.06%2,800 00.0% — 不变
— INNOVATOR ETFS TRUST $67.43万0.06%35,615 00.0% — 不变
ET ENERGY TRANSFER L P $66.36万0.06%34,386 2270.7% $4,381 加仓
WEC WEC ENERGY GROUP INC $65.69万0.06%5,674 5,674— $65.69万 新建仓
FNK FIRST TR EXCHANGE-TRADED ALP $65.57万0.06%11,488 30.0% $171 加仓
PJAN INNOVATOR ETFS TRUST $64.82万0.05%14,052 1,0598.2% $4.89万 加仓
FNY FIRST TR EXCHANGE-TRADED ALP $63.70万0.05%7,040 00.0% — 不变
VIG VANGUARD SPECIALIZED FUNDS $63.02万0.05%2,930 50.2% $1,075 加仓
DVA DAVITA INC $63.01万0.05%4,100 00.0% — 不变
HSY HERSHEY CO $59.72万0.05%2,873 -197-6.4% -$4.10万 减仓
ITOT ISHARES TR $59.54万0.05%4,180 00.0% — 不变
CRM SALESFORCE INC $57.81万0.05%3,097 -297-8.8% -$5.54万 减仓
CVS CVS HEALTH CORP $56.20万0.05%7,825 -222-2.8% -$1.59万 减仓
GEV GE VERNOVA INC $55.09万0.05%631 91.4% $7,858 加仓
IWV ISHARES TR $52.45万0.04%1,415 00.0% — 不变
PSLV SPROTT ASSET MANAGEMENT LP $50.24万0.04%20,600 -1,000-4.6% -$2.44万 减仓
VTHR VANGUARD SCOTTSDALE FDS $49.87万0.04%1,734 00.0% — 不变
PSEP INNOVATOR ETFS TRUST $49.77万0.04%11,559 -837-6.8% -$3.60万 减仓
IAU ISHARES GOLD TR $49.32万0.04%5,594 3,112125.4% $27.44万 加仓
PDEC INNOVATOR ETFS TRUST $49.30万0.04%11,601 00.0% — 不变
CEG CONSTELLATION ENERGY CORP $47.86万0.04%1,714 311.8% $8,657 加仓
EMR EMERSON ELEC CO $47.65万0.04%3,637 80228.3% $10.51万 加仓
PM PHILIP MORRIS INTL INC $47.22万0.04%2,856 2128.0% $3.50万 加仓
ETN EATON CORP PLC $46.89万0.04%1,311 -52-3.8% -$1.86万 减仓
— AIM ETF PRODUCTS TRUST $45.02万0.04%16,936 -518-3.0% -$1.38万 减仓
— INNOVATOR ETFS TRUST $43.31万0.04%23,071 23,071— $43.31万 新建仓
BIL SPDR SERIES TRUST $42.43万0.04%4,630 4,630— $42.43万 新建仓
LRCX LAM RESEARCH CORP $42.30万0.04%1,980 00.0% — 不变
VTV VANGUARD INDEX FDS $42.12万0.04%2,147 -89-4.0% -$1.75万 减仓
LGLV SPDR SERIES TRUST $42.10万0.04%2,364 80.3% $1,425 加仓
CSX CSX CORP $40.41万0.03%9,844 3573.8% $1.47万 加仓
TSM TAIWAN SEMICONDUCTOR MANUFAC $39.17万0.03%1,159 26729.9% $9.02万 加仓
HDV ISHARES TR $38.25万0.03%2,818 40.1% $543 加仓
IJH ISHARES TR $38.24万0.03%5,663 -100-1.7% -$6,753 减仓
GM GENERAL MTRS CO $37.15万0.03%4,986 -24-0.5% -$1,788 减仓
AXP AMERICAN EXPRESS CO $37.09万0.03%1,226 21721.5% $6.57万 加仓
XLE SELECT SECTOR SPDR TR $36.09万0.03%5,891 -400-6.4% -$2.45万 减仓
SCHX SCHWAB STRATEGIC TR $35.89万0.03%13,997 -1,583-10.2% -$4.06万 减仓
FNDX SCHWAB STRATEGIC TR $35.63万0.03%12,792 00.0% — 不变
EPD ENTERPRISE PRODS PARTNERS L $35.25万0.03%9,315 86610.2% $3.28万 加仓
WM WASTE MGMT INC DEL $34.84万0.03%1,516 00.0% — 不变
SCHD SCHWAB STRATEGIC TR $34.17万0.03%11,139 11,139— $34.17万 新建仓
DE DEERE & CO $33.98万0.03%603 254.3% $1.41万 加仓
NKE NIKE INC $33.05万0.03%6,257 691.1% $3,644 加仓
IJR ISHARES TR $32.73万0.03%2,633 -393-13.0% -$4.89万 减仓
EIX EDISON INTL $32.67万0.03%4,465 -99-2.2% -$7,245 减仓
VUG VANGUARD INDEX FDS $32.35万0.03%741 -293-28.3% -$12.79万 减仓
VO VANGUARD INDEX FDS $32.10万0.03%1,118 484.5% $1.38万 加仓
IWR ISHARES TR $31.72万0.03%3,262 10.0% $97 加仓
SCHK SCHWAB STRATEGIC TR $31.63万0.03%10,097 290.3% $909 加仓
SCHW SCHWAB CHARLES CORP $30.94万0.03%3,292 -50-1.5% -$4,699 减仓
AWK AMERICAN WTR WKS CO INC NEW $30.92万0.03%2,272 00.0% — 不变
XLV SELECT SECTOR SPDR TR $30.86万0.03%2,105 -215-9.3% -$3.15万 减仓
FDLO FIDELITY COVINGTON TRUST $30.84万0.03%4,775 190.4% $1,227 加仓
ORCL ORACLE CORP $30.78万0.03%2,092 -29-1.4% -$4,267 减仓
TFC TRUIST FINL CORP $30.65万0.03%6,668 2223.4% $1.02万 加仓
IWM ISHARES TR $30.58万0.03%1,233 00.0% — 不变
DVY ISHARES TR $29.96万0.03%1,979 35121.6% $5.31万 加仓
COP CONOCOPHILLIPS $29.61万0.03%2,243 2,243— $29.61万 新建仓
QCOM QUALCOMM INC $28.70万0.02%2,229 2009.9% $2.58万 加仓
LQD ISHARES TR $28.52万0.02%2,617 -164-5.9% -$1.79万 减仓
SPLV INVESCO EXCH TRADED FD TR II $28.34万0.02%3,875 3,875— $28.34万 新建仓
PMAR INNOVATOR ETFS TRUST $28.26万0.02%6,333 -935-12.9% -$4.17万 减仓
SYK STRYKER CORPORATION $28.13万0.02%856 769.7% $2.50万 加仓
MPC MARATHON PETE CORP $28.03万0.02%1,148 1,148— $28.03万 新建仓
YUM YUM BRANDS INC $27.85万0.02%1,792 10.1% $155 加仓
VYM VANGUARD WHITEHALL FDS $27.75万0.02%1,874 452.5% $6,664 加仓
RSP INVESCO EXCHANGE TRADED FD T $27.73万0.02%1,445 00.0% — 不变
SPSB SPDR SERIES TRUST $27.73万0.02%9,221 00.0% — 不变
MGK VANGUARD WORLD FD $27.44万0.02%747 10.1% $367 加仓
DFAU DIMENSIONAL ETF TRUST $26.89万0.02%5,960 00.0% — 不变
SDVY FIRST TR EXCHANGE TRADED FD $26.63万0.02%6,753 10.0% $39 加仓
XEL XCEL ENERGY INC $26.01万0.02%3,274 50.2% $397 加仓
AGG ISHARES TR $25.85万0.02%2,604 24010.2% $2.38万 加仓
MCK MCKESSON CORP $25.71万0.02%297 -10-3.3% -$8,655 减仓
JCI JOHNSON CONTROLS INTERNATION $25.69万0.02%1,962 1,962— $25.69万 新建仓
SCHB SCHWAB STRATEGIC TR $24.69万0.02%9,838 290.3% $728 加仓
WMB WILLIAMS COS INC $23.21万0.02%3,189 100.3% $728 重新持有
AFL AFLAC INC $22.87万0.02%2,085 90.4% $987 加仓
NSC NORFOLK SOUTHN CORP $22.87万0.02%797 00.0% — 不变
LMND LEMONADE INC $22.82万0.02%3,640 00.0% — 不变
ROK ROCKWELL AUTOMATION INC $22.72万0.02%633 633— $22.72万 新建仓
PLTR PALANTIR TECHNOLOGIES INC $22.47万0.02%1,536 -50-3.2% -$7,314 减仓
OKE ONEOK INC NEW $22.37万0.02%2,475 2,475— $22.37万 新建仓
— ISHARES TR $22.36万0.02%7,939 00.0% — 不变
THQ ABRDN HEALTHCARE OPPORTUNITI $21.16万0.02%12,596 00.0% — 不变
COF CAPITAL ONE FINL CORP $21.13万0.02%1,158 23024.8% $4.20万 加仓
BP BP PLC $21.10万0.02%4,488 4,488— $21.10万 新建仓
VOOG VANGUARD ADMIRAL FDS INC $21.00万0.02%515 -56-9.8% -$2.28万 减仓
NOBL PROSHARES TR $20.66万0.02%1,949 00.0% — 不变
DBL DOUBLELINE OPPORTUNISTIC CR $18.03万0.02%12,350 -1,650-11.8% -$2.41万 减仓
NVDA NVIDIA CORPORATION 看涨期权 $3.49万0.00%200 200— $3.49万 新建仓
ORCL ORACLE CORP 看涨期权 $1.47万0.00%100 00.0% — 不变