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 |
|---|---|---|---|---|---|---|---|---|
| TBUX | T ROWE PRICE ETF INC | $1.69亿 | 14.30% | 3,403,290 | 752,312 | 28.4% | $3,742.75万 | 加仓 |
| SPTM | SPDR SERIES TRUST | $8,159.72万 | 6.89% | 1,032,092 | 12,254 | 1.2% | $96.88万 | 加仓 |
| AAPL | APPLE INC | $4,509.85万 | 3.81% | 177,700 | 2,126 | 1.2% | $53.96万 | 加仓 |
| AVGO | BROADCOM INC | $4,425.10万 | 3.74% | 142,971 | -2,909 | -2.0% | -$90.04万 | 减仓 |
| — | EXXON MOBIL CORP | $3,719.67万 | 3.14% | 219,242 | -479 | -0.2% | -$8.13万 | 减仓 |
| GOOG | ALPHABET INC | $3,579.10万 | 3.02% | 124,768 | -2,721 | -2.1% | -$78.05万 | 减仓 |
| AMZN | AMAZON COM INC | $3,437.47万 | 2.90% | 165,049 | 4,487 | 2.8% | $93.45万 | 加仓 |
| USMV | ISHARES TR | $3,400.11万 | 2.87% | 366,628 | -10,866 | -2.9% | -$100.77万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $3,258.38万 | 2.75% | 110,769 | 89 | 0.1% | $2.62万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $3,166.90万 | 2.67% | 238,292 | -8 | -0.0% | -$1,063 | 减仓 |
| MSFT | MICROSOFT CORP | $3,149.89万 | 2.66% | 85,093 | 2,521 | 3.1% | $93.32万 | 加仓 |
| QUAL | ISHARES TR | $3,066.66万 | 2.59% | 159,880 | -743 | -0.5% | -$14.25万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $3,010.92万 | 2.54% | 123,176 | -2,065 | -1.6% | -$50.48万 | 减仓 |
| CVX | CHEVRON CORPORATION | $2,756.23万 | 2.33% | 133,216 | 1,384 | 1.0% | $28.63万 | 加仓 |
| GLD | SPDR GOLD TR | $2,319.31万 | 1.96% | 53,901 | -5,377 | -9.1% | -$231.37万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $2,136.93万 | 1.81% | 425,683 | 7,361 | 1.8% | $36.95万 | 加仓 |
| MRK | MERCK & CO INC | $2,121.53万 | 1.79% | 176,368 | 998 | 0.6% | $12.00万 | 加仓 |
| — | HONEYWELL INTL INC | $2,062.22万 | 1.74% | 91,237 | 4,211 | 4.8% | $95.18万 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $1,938.75万 | 1.64% | 148,064 | 1,842 | 1.3% | $24.12万 | 加仓 |
| WMT | WALMART INC | $1,895.51万 | 1.60% | 152,519 | -3,059 | -2.0% | -$38.02万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $1,862.93万 | 1.57% | 128,976 | 4,268 | 3.4% | $61.65万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $1,508.57万 | 1.27% | 30,192 | 93 | 0.3% | $4.65万 | 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 |
| TCAF | T ROWE PRICE ETF INC | $1,489.65万 | 1.26% | 418,559 | 35,233 | 9.2% | $125.39万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $1,404.26万 | 1.19% | 29,304 | 682 | 2.4% | $32.68万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $1,347.86万 | 1.14% | 27,422 | 372 | 1.4% | $18.28万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $1,282.11万 | 1.08% | 73,515 | 5,032 | 7.3% | $87.76万 | 加仓 |
| CSCO | CISCO SYS INC | $1,173.91万 | 0.99% | 151,296 | 382 | 0.3% | $2.96万 | 加仓 |
| HD | HOME DEPOT INC | $1,093.48万 | 0.92% | 33,248 | 780 | 2.4% | $25.65万 | 加仓 |
| SO | SOUTHERN CO | $1,043.47万 | 0.88% | 108,109 | 4,928 | 4.8% | $47.57万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $981.11万 | 0.83% | 11,597 | -216 | -1.8% | -$18.27万 | 减仓 |
| KMI | KINDER MORGAN INC DEL | $978.04万 | 0.83% | 291,692 | 588 | 0.2% | $1.97万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $977.96万 | 0.83% | 40,347 | 89 | 0.2% | $2.16万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $936.85万 | 0.79% | 15,501 | -86 | -0.6% | -$5.20万 | 减仓 |
| MO | ALTRIA GROUP INC | $922.38万 | 0.78% | 139,776 | 2,188 | 1.6% | $14.44万 | 加仓 |
| PEP | PEPSICO INC | $846.35万 | 0.71% | 54,501 | 371 | 0.7% | $5.76万 | 加仓 |
| META | META PLATFORMS INC | $809.81万 | 0.68% | 14,154 | 873 | 6.6% | $49.95万 | 加仓 |
| BAC | BANK AMERICA CORP | $797.35万 | 0.67% | 163,559 | 4,788 | 3.0% | $23.34万 | 加仓 |
| SRLN | SSGA ACTIVE ETF TR | $767.24万 | 0.65% | 191,140 | 113,824 | 147.2% | $456.89万 | 加仓 |
| GSK | GSK PLC | $703.76万 | 0.59% | 127,516 | 127,516 | — | $703.76万 | 新建仓 |
| VOO | VANGUARD INDEX FDS | $673.83万 | 0.57% | 11,277 | -38 | -0.3% | -$2.27万 | 减仓 |
| SLV | ISHARES SILVER TR | $605.53万 | 0.51% | 88,866 | -90,747 | -50.5% | -$618.35万 | 减仓 |
| GOOGL | ALPHABET INC | $601.59万 | 0.51% | 20,920 | 581 | 2.9% | $16.71万 | 加仓 |
| VBR | VANGUARD INDEX FDS | $562.92万 | 0.48% | 25,911 | -2,320 | -8.2% | -$50.40万 | 减仓 |
| UPS | UNITED PARCEL SVCS INC | $533.67万 | 0.45% | 54,246 | 5,651 | 11.6% | $55.59万 | 加仓 |
| RTX | RTX CORPORATION | $477.15万 | 0.40% | 24,736 | -527 | -2.1% | -$10.17万 | 减仓 |
| PJUN | INNOVATOR ETFS TRUST | $465.11万 | 0.39% | 111,199 | -1,628 | -1.4% | -$6.81万 | 减仓 |
| BDX | BECTON DICKINSON & CO | $402.08万 | 0.34% | 25,573 | 2,649 | 11.6% | $41.65万 | 加仓 |
| — | AIM ETF PRODUCTS TRUST | $387.70万 | 0.33% | 135,127 | 3,486 | 2.6% | $10.00万 | 加仓 |
| CAT | CATERPILLAR INC | $357.46万 | 0.30% | 5,046 | 5 | 0.1% | $3,542 | 加仓 |
| PMAY | INNOVATOR ETFS TRUST | $356.77万 | 0.30% | 89,327 | -1,949 | -2.1% | -$7.78万 | 减仓 |
| SEPU | AIM ETF PRODUCTS TRUST | $342.70万 | 0.29% | 122,394 | -712 | -0.6% | -$1.99万 | 减仓 |
| SHY | ISHARES TR | $316.85万 | 0.27% | 38,374 | 33,610 | 705.5% | $277.52万 | 加仓 |
| GD | GENERAL DYNAMICS CORP | $285.74万 | 0.24% | 8,325 | -104 | -1.2% | -$3.57万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $283.75万 | 0.24% | 4,363 | 92 | 2.2% | $5.98万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $280.19万 | 0.24% | 2,812 | -44 | -1.5% | -$4.38万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $272.70万 | 0.23% | 144,077 | 144,077 | — | $272.70万 | 新建仓 |
| SHEL | SHELL PLC | $236.55万 | 0.20% | 25,436 | -940 | -3.6% | -$8.74万 | 减仓 |
| BLK | BLACKROCK INC | $230.60万 | 0.19% | 2,398 | 2,398 | — | $230.60万 | 新建仓 |
| — | AIM ETF PRODUCTS TRUST | $228.18万 | 0.19% | 85,014 | -1,671 | -1.9% | -$4.48万 | 减仓 |
| FSV | FIRSTSERVICE CORP NEW | $222.30万 | 0.19% | 16,000 | 0 | 0.0% | — | 不变 |
| VCSH | VANGUARD SCOTTSDALE FDS | $210.28万 | 0.18% | 26,527 | 26,527 | — | $210.28万 | 新建仓 |
| MCD | MCDONALDS CORP | $210.27万 | 0.18% | 6,766 | -177 | -2.5% | -$5.50万 | 减仓 |
| LLY | ELI LILLY & CO | $206.91万 | 0.17% | 2,250 | 102 | 4.7% | $9.38万 | 加仓 |
| TOTL | SSGA ACTIVE ETF TR | $199.66万 | 0.17% | 50,253 | 50,253 | — | $199.66万 | 新建仓 |
| KO | COCA COLA CO | $196.87万 | 0.17% | 25,887 | 57 | 0.2% | $4,335 | 加仓 |
| — | AIM ETF PRODUCTS TRUST | $189.31万 | 0.16% | 70,194 | -109 | -0.2% | -$2,940 | 减仓 |
| POCT | INNOVATOR ETFS TRUST | $169.17万 | 0.14% | 39,242 | -150 | -0.4% | -$6,467 | 减仓 |
| ABBV | ABBVIE INC | $168.44万 | 0.14% | 7,745 | 5 | 0.1% | $1,087 | 加仓 |
| PJUL | INNOVATOR ETFS TRUST | $161.06万 | 0.14% | 35,038 | -2,501 | -6.7% | -$11.50万 | 减仓 |
| NFLX | NETFLIX INC. | $151.84万 | 0.13% | 15,792 | -116 | -0.7% | -$1.12万 | 减仓 |
| — | AIM ETF PRODUCTS TRUST | $144.96万 | 0.12% | 53,034 | -4,000 | -7.0% | -$10.93万 | 减仓 |
| SOLS | SOLSTICE ADVANCED MATLS INC | $140.66万 | 0.12% | 18,469 | -1,151 | -5.9% | -$8.77万 | 减仓 |
| PAUG | INNOVATOR ETFS TRUST | $139.85万 | 0.12% | 32,737 | -433 | -1.3% | -$1.85万 | 减仓 |
| FYX | FIRST TR EXCHANGE-TRADED ALP | $138.08万 | 0.12% | 11,569 | 1 | 0.0% | $119 | 加仓 |
| — | INNOVATOR ETFS TRUST | $134.28万 | 0.11% | 71,577 | 71,577 | — | $134.28万 | 新建仓 |
| TD | TORONTO DOMINION BK ONT | $122.42万 | 0.10% | 13,120 | 0 | 0.0% | — | 不变 |
| AMGN | AMGEN INC | $120.04万 | 0.10% | 3,412 | -154 | -4.3% | -$5.42万 | 减仓 |
| TSLA | TESLA INC | $117.32万 | 0.10% | 3,156 | 11 | 0.3% | $4,089 | 加仓 |
| GAPR | FIRST TR EXCHNG TRADED FD VI | $115.07万 | 0.10% | 28,433 | -414 | -1.4% | -$1.68万 | 减仓 |
| SCHO | SCHWAB STRATEGIC TR | $110.18万 | 0.09% | 45,397 | 7,594 | 20.1% | $18.43万 | 加仓 |
| AEP | AMERICAN ELEC PWR CO INC | $109.96万 | 0.09% | 8,389 | -170 | -2.0% | -$2.23万 | 减仓 |
| SUB | ISHARES TR | $105.69万 | 0.09% | 9,924 | 0 | 0.0% | — | 不变 |
| VTI | VANGUARD INDEX FDS | $103.07万 | 0.09% | 3,213 | -894 | -21.8% | -$28.68万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $101.51万 | 0.09% | 10,929 | -1,012 | -8.5% | -$9.40万 | 减仓 |
| WELL | WELLTOWER INC | $101.09万 | 0.09% | 5,113 | 125 | 2.5% | $2.47万 | 加仓 |
| QQQ | INVESCO QQQ TR | $99.47万 | 0.08% | 1,723 | -81 | -4.5% | -$4.68万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $99.45万 | 0.08% | 52,344 | -500 | -0.9% | -$9,500 | 减仓 |
| MUB | ISHARES TR | $98.75万 | 0.08% | 9,303 | 0 | 0.0% | — | 不变 |
| VTEB | VANGUARD MUN BD FDS | $98.34万 | 0.08% | 19,711 | 0 | 0.0% | — | 不变 |
| FTCS | FIRST TR EXCHANGE-TRADED FD | $93.72万 | 0.08% | 10,104 | -800 | -7.3% | -$7.42万 | 减仓 |
| UNP | UNION PAC CORP | $89.99万 | 0.08% | 3,709 | 312 | 9.2% | $7.57万 | 加仓 |
| IVV | ISHARES TR | $86.55万 | 0.07% | 1,325 | -6 | -0.5% | -$3,919 | 减仓 |
| V | VISA INC | $83.11万 | 0.07% | 2,750 | 385 | 16.3% | $11.64万 | 加仓 |
| GDX | VANECK ETF TRUST | $81.88万 | 0.07% | 8,922 | 8,922 | — | $81.88万 | 新建仓 |
| PNC | PNC FINL SVCS GROUP INC | $80.93万 | 0.07% | 3,889 | 94 | 2.5% | $1.96万 | 加仓 |
| WAT | WATERS CORP | $80.67万 | 0.07% | 2,709 | 2,709 | — | $80.67万 | 新建仓 |
| ABT | ABBOTT LABORATORIES | $77.83万 | 0.07% | 7,581 | 435 | 6.1% | $4.47万 | 加仓 |
| PFE | PFIZER INC | $76.96万 | 0.07% | 27,406 | -1,351 | -4.7% | -$3.79万 | 减仓 |
| AKRE | PROFESIONALLY MANAGED PORTFO | $75.98万 | 0.06% | 14,377 | -1,892 | -11.6% | -$10.00万 | 减仓 |