Advisor Resource Council — Q1 2025 13F 持股

Name: Advisor Resource Council — 13F Holdings, Q1 2025
Creator: AlphaSMO
License: https://www.sec.gov/forms

CIK: 0001820879

申报总市值

US$3.1亿

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本季完整持股清单

仅显示前 200 大持股（共 583 只）

#	代码	标的名称	资产子类别	占比	占比变动	持仓量变化
1	SPY	Ss Spdr S&p 500 ETF Trust-us	ETF-大型股与成长	5.85%	+11.50%	+201.41%
2	AAPL	Apple INC	股票-科技	2.04%	—	+2032.35%
3	QQQ	Invesco Qqq Trust Series 1	ETF-科技型	1.91%	—	+6306.60%
4	XLK	Ss Technology Select Sector	ETF-科技型	1.56%	—	—
5	SPAB	Ss Spdr P Agg Bond ETF	ETF-其他	1.47%	—	—
6	GLD	Spdr Gold Shares	ETF-避险与商品	1.46%	—	+315.54%
7	VIG	Vanguard Dividend Apprec ETF	ETF-其他	1.40%	—	—
8	VWO	Vanguard Ftse Emerging Marke	ETF-新兴市场	1.35%	-0.51%	+5358.04%
9	RSP	Invesco S&p 500 Equal Weight	ETF-大型股与成长	1.34%	-1.26%	-34.26%
10	NVDA	Nvidia CORP	股票-科技	1.31%	—	+2982.97%
11	BIL	Ss Spdr Bb 1-3m T-bill ETF	ETF-政府公债	1.30%	+0.19%	—
12	SPYV	Ss Spdr P S&p 500 Value ETF	ETF-大型股与成长	1.29%	—	+2661.14%
13	AMZN	Amazon.com INC	股票-周期性消费	1.21%	-0.23%	+8381.50%
14	SPBO	Ss Spdr P CORP Bond ETF	ETF-投资级公司债	1.16%	—	—
15	MSFT	Microsoft CORP	股票-科技	1.13%	—	—
16	VGK	Vanguard Ftse Europe ETF	ETF-其他	1.03%	—	—
17	SPMD	Ss Spdr P S&p 400 Midcap ETF	ETF-其他	1.00%	—	—
18	SPYM	Ste Str Spdr Pt S&p 500 ETF	ETF-大型股与成长	0.94%	-0.22%	—
19	SPYG	Ss Spdr P S&p 500 Growth ETF	ETF-大型股与成长	0.92%	—	+1195.37%
20	XLE	Ss Energy Select Sector	ETF-其他	0.89%	+0.16%	—
21	TBIL	F/m US Treasury 3 Month Bill	ETF-政府公债	0.88%	—	—
22	VOO	Vanguard S&p 500 ETF	ETF-大型股与成长	0.86%	—	—
23	VB	Vanguard Small-cap ETF	ETF-其他	0.85%	—	+3602.37%
24	BRK-B	Berkshire Hathaway Inc-cl B	股票-其他	0.78%	—	+1543.03%
25	XLV	Ss Health Care Select Sector	ETF-其他	0.76%	-0.16%	+4034.74%
26	META	Meta Platforms Inc-class A	股票-通信服务	0.72%	—	—
27	VTI	Vanguard Total Stock Mkt ETF	ETF-其他	0.71%	—	+526.52%
28	JEPQ	JPM Nasdaq Equity Premium	ETF-科技型	0.70%	—	—
29	XLF	Ss Financial Select Sector	ETF-其他	0.70%	-0.27%	—
30	VEA	Vanguard Ftse Developed ETF	ETF-其他	0.66%	+0.38%	NEW
31	GOOGL	Alphabet Inc-cl A	股票-通信服务	0.64%	-0.18%	—
32	JPM	Jpmorgan Chase & Co	股票-金融	0.61%	-0.35%	—
33	XOM	Exxon Mobil CORP	股票-能源	0.61%	—	+1463.90%
34	XYLD	Global X S&p 500 Cove Call E	ETF-大型股与成长	0.59%	—	—
35	DGRW	Wisdomtree U.s. Quality Divi	ETF-其他	0.59%	—	—
36	SPSB	Ss Spdr P St C CORP ETF	ETF-其他	0.57%	—	—
37	VFLO	Victoryshares Free Cash Flow	ETF-其他	0.56%	—	—
38	IVV	Ishares Core S&p 500 ETF	ETF-大型股与成长	0.56%	-0.19%	EXIT
39	CTA	Simplify Managed Futures St	ETF-其他	0.55%	—	—
40	PTLC	Pacer Trendpilot US Large Ca	ETF-其他	0.54%	-0.17%	+111.95%
41	DBMF	Imgp Dbi Managed Futures Str	ETF-其他	0.54%	—	—
42	MBB	Ishares Mbs ETF	ETF-其他	0.52%	—	+1175.48%
43	IGV	Ishares Expanded Tech-softwa	ETF-科技型	0.52%	—	—
44	FLRN	Ss Spdr Bb Ig Float Rt ETF	ETF-其他	0.51%	—	—
45	SPDW	Ste Str Spdr Pt Dw EU ETF	ETF-其他	0.51%	—	+1041.07%
46	VV	Vanguard Large-cap ETF	ETF-其他	0.51%	—	—
47	ITOT	Ishares Core S&p Total U.s.	ETF-其他	0.51%	—	—
48	WTV	Wisdomtree U.s. Value Fund	ETF-其他	0.50%	—	—
49	XLC	Ss Comm Select Sector Spdr	ETF-其他	0.50%	—	—
50	GLDM	Spdr Gold Minishares Trust	ETF-避险与商品	0.49%	-0.14%	—

1–50 of 200

本季持股变动

Advisor Resource Council 于截至 Q1 2025 该季申报之持仓异动，含代码、发行人、权重变化、股数变化与操作类型
#	代码	标的名称	占比变动	持仓量变化	异动类型
1	BIL	Ss Spdr Bb 1-3m T-bill ETF	+1.2%	—	加仓
2	NVDA	Nvidia CORP	+1.1%	+2982.97%	加仓
3	SPAB	Ss Spdr P Agg Bond ETF	+1%	—	加仓
4	RSP	Invesco S&p 500 Equal Weight	+0.9%	-34.26%	加仓
5	SPYG	Ss Spdr P S&p 500 Growth ETF	+0.9%	+1195.37%	加仓
6	AAPL	Apple INC	+0.7%	+2032.35%	加仓
7	GLD	Spdr Gold Shares	+0.6%	+315.54%	加仓
8	SPBO	Ss Spdr P CORP Bond ETF	+0.6%	—	加仓
9	SPY	Ss Spdr S&p 500 ETF Trust-us	+0.6%	+201.41%	减仓
10	ITOT	Ishares Core S&p Total U.s.	+0.5%	—	加仓
11	COST	Costco Wholesale CORP	+0.4%	—	加仓
12	BRK-B	Berkshire Hathaway Inc-cl B	+0.4%	+1543.03%	加仓
13	VEA	Vanguard Ftse Developed ETF	+0.4%	+800.37%	加仓
14	SPTS	Ss Spdr P St Term Tsy ETF	-0.5%	—	减仓
15	MINT	Pimco Enhanced Short Maturit	-0.6%	—	减仓
16	XLP	Ss Consumer Staples Sel Sect	-0.6%	—	减仓
17	XLI	Ss Industrial Select Sector	-0.6%	—	减仓
18	XLC	Ss Comm Select Sector Spdr	-0.7%	—	减仓
19	XLRE	Ss Real Estate Select Sector	-0.9%	—	减仓
20	XLF	Ss Financial Select Sector	-1.1%	—	减仓
21	XLY	Ss Consumer Disc Select Sect	-1.1%	—	减仓
22	SPTM	Ss Spdr P S&p 1500 Comp ETF	-1.2%	—	减仓
23	XLB	Ss Materials Select Sector	-1.3%	—	减仓
24	ARKK	Ark Innovation ETF	-1.4%	—	减仓
25	SPYM	Ste Str Spdr Pt S&p 500 ETF	-3.9%	—	减仓
26	VGK	Vanguard Ftse Europe ETF	—	NEW	新建仓
27	TBIL	F/m US Treasury 3 Month Bill	—	NEW	新建仓
28	JEPQ	JPM Nasdaq Equity Premium	—	NEW	新建仓
29	XYLD	Global X S&p 500 Cove Call E	—	NEW	新建仓
30	SPSB	Ss Spdr P St C CORP ETF	—	NEW	新建仓
31	VFLO	Victoryshares Free Cash Flow	—	NEW	新建仓
32	CTA	Simplify Managed Futures St	—	NEW	新建仓
33	PDBC	Invesco Optimum Yield Divers	—	EXIT	清仓
34	DBMF	Imgp Dbi Managed Futures Str	—	NEW	新建仓
35	MBB	Ishares Mbs ETF	—	NEW	新建仓
36	IGV	Ishares Expanded Tech-softwa	—	NEW	新建仓
37	FLRN	Ss Spdr Bb Ig Float Rt ETF	—	NEW	新建仓
38	WTV	Wisdomtree U.s. Value Fund	—	NEW	新建仓
39	GLDM	Spdr Gold Minishares Trust	—	NEW	新建仓
40	MLPX	Global X Mlp & Energy Infras	—	NEW	新建仓
41	FUBOGBP	Fubotv INC	—	EXIT	清仓
42	MSTR	Strategy INC	—	NEW	新建仓
43	JAAA	Janus Henderson Aaa Clo ETF	—	NEW	新建仓
44	CGBL	Cap Group Core Balanced	—	NEW	新建仓
45	JPST	Jpmorgan Ultra-short Income	—	NEW	新建仓
46	QQQM	Invesco Nasdaq 100 ETF	—	NEW	新建仓
47	SLY	Spdr S&p 600 Small Cap ETF	—	EXIT	清仓
48	BBIN	JPM Betabuilders Intl Eqty	—	NEW	新建仓
49	DVY	Ishares Select Dividend ETF	—	EXIT	清仓
50	MCK	Mckesson CORP	—	NEW	新建仓