AW

ARS Wealth Advisors Group, LLC

分散型投資策略趨勢追蹤型高品質投資策略

申報總市值

US$12.8億

申報季度: 2026-06-30 · 持股檔數: 220

ARS Wealth Advisors Group, LLC在最新一期 13F 報告中揭露了 220 項持股，申報期為 2026-06-30，總持股市值約為 US$12.8億，季度換手率為 20.8%。

機構性格雪花圖

集中度
15.61
持倉穩定性
20.79
動能／逆勢
100
產業集中度
45.86
多樣化
100
倉位均衡度
72.4

近期動向

  • 清倉 XOM

  • 清倉 HON

  • 加碼 HYGH

    +106.2%　US$1620.5萬

  • 加碼 XLK

    -1.1%　US$1321.1萬

  • 新建倉 438516205

  • 新建倉 43849R105

持倉地圖

新建倉加碼不變減碼

前十大持股佔比

本季完整持股清單

#代號標的名稱資產子類別佔比佔比變動持倉量變化4Q Trend
1TBUXT Rowe Price Ultra Short-terETF-其他13.88%-0.42%+4.73%
2SPTMSs Spdr P S&p 1500 Comp ETFETF-其他7.24%+0.35%-1.29%
3AVGOBroadcom INC股票-科技4.06%+0.32%-3.98%
4AAPLApple INC股票-科技4.05%+0.25%+0.76%
5XLKSs Technology Select SectorETF-科技型3.51%+0.83%-1.14%
6GOOGAlphabet Inc-cl C股票-通訊服務3.28%+0.26%-4.91%
7AMZNAmazon.com INC股票-循環性消費3.08%+0.18%+0.08%
8JPMJpmorgan Chase & Co股票-金融2.81%+0.06%-0.99%
9QUALIshares Msci USA Quality FacETF-其他2.68%+0.09%-2.39%
10USMVIshares Msci USA Min Vol FacETF-其他2.66%—-3.81%
11MSFTMicrosoft CORP股票-科技2.57%-0.09%+3.52%
12HYGHIshares Int Rate Hedg Hy ETFETF-其他2.44%+1.18%+106.18%
13JNJJohnson & Johnson股票-醫療保健2.41%—-1.68%
14MRKMerck & Co. INC.股票-醫療保健1.79%—+0.65%
15CVXChevron CORP股票-能源1.75%-0.58%+1.01%
16GLDSpdr Gold SharesETF-避險與商品1.51%-0.45%-2.66%
17PGProcter & Gamble Co/the股票-非循環性消費1.51%-0.06%+2.15%
18DUKDuke Energy CORP股票-公用事業1.46%-0.18%-0.63%
19TCAFT Rowe Prc Cap AppreciationETF-其他1.44%+0.18%+7.20%
20VZVerizon Communications INC股票-通訊服務1.42%-0.38%+0.50%
21CSCOCisco Systems INC股票-科技1.35%+0.36%-2.98%
22WMTWalmart INC股票-非循環性消費1.35%-0.25%-0.41%
23NVDANvidia CORP股票-科技1.25%+0.16%+8.31%
24MAMastercard INC - A股票-金融1.21%—+0.03%
25BRK-BBerkshire Hathaway Inc-cl B股票-其他1.20%+0.01%+4.38%
26SRLNSs Blackstone Sr Loan ETFETF-其他1.15%+0.50%+91.50%
27TMOThermo Fisher Scientific INC股票-醫療保健1.12%-0.02%+3.99%
28HDHome Depot INC股票-循環性消費0.96%+0.04%+4.79%
29IBMIntl Business Machines CORP股票-科技0.91%+0.08%+2.78%
30GSGoldman Sachs Group INC股票-金融0.88%+0.05%-3.97%
31SOSouthern Co/the股票-公用事業0.83%—+1.96%
32✓ 股票-其他0.81%+0.81%NEW
33✓ 股票-其他0.79%+0.79%NEW
34MOAltria Group INC股票-非循環性消費0.79%+0.01%+0.35%
35BACBank Of America CORP股票-金融0.74%+0.07%+1.58%
36KMIKinder Morgan INC股票-能源0.73%—-0.58%
37METAMeta Platforms Inc-class A股票-通訊服務0.67%—+7.76%
38LMTLockheed Martin CORP股票-工業0.63%-0.16%+1.81%
39PEPPepsico INC股票-非循環性消費0.58%-0.13%+1.21%
40GOOGLAlphabet Inc-cl A股票-通訊服務0.58%+0.07%-1.26%
41VOOVanguard S&p 500 ETFETF-大型股與成長0.58%—-4.74%
42GSKGsk Plc-spon Adr股票-醫療保健0.52%—+0.10%
43UPSUnited Parcel Service-cl B股票-工業0.50%+0.05%+9.49%
44VCSHVanguard S/t CORP Bond ETFETF-投資等級公司債0.48%+0.30%+189.90%
45VBRVanguard Small-cap Value ETFETF-其他0.43%—-13.42%
46CATCaterpillar INC股票-工業0.42%+0.12%+1.01%
47TOTLSs Doubleline Tr Tact ETFETF-其他0.41%+0.24%+163.56%
48PJUNInnovator U.s. Equity PowerETF-其他0.37%—-0.38%
49SLVIshares Silver TrustETF-避險與商品0.37%-0.14%+0.24%
50RTXRtx CORP股票-工業0.36%—-0.81%
1–50 of 220

本季持股變動

ARS Wealth Advisors Group, LLC 在 2026-06-30 最顯著的持倉異動： 清倉: Exxon Mobil CORP (XOM); 清倉: Honeywell International INC (HON); 新建倉: ; 新建倉: ; 新建倉: .

ARS Wealth Advisors Group, LLC 於截至 2026-06-30 該季申報之持倉異動，含代號、發行人、權重變化、股數變化與操作類型
#代號標的名稱佔比變動持倉量變化異動類型
1HYGHIshares Int Rate Hedg Hy ETF+1.2%+106.18%加碼
2XLKSs Technology Select Sector+0.8%-1.14%減碼
3✓ +0.8%NEW新建倉
4✓ +0.8%NEW新建倉
5SRLNSs Blackstone Sr Loan ETF+0.5%+91.50%加碼
6CSCOCisco Systems INC+0.4%-2.98%減碼
7SPTMSs Spdr P S&p 1500 Comp ETF+0.4%-1.29%減碼
8AVGOBroadcom INC+0.3%-3.98%減碼
9VCSHVanguard S/t CORP Bond ETF+0.3%+189.90%加碼
10GOOGAlphabet Inc-cl C+0.3%-4.91%減碼
11AAPLApple INC+0.3%+0.76%加碼
12TOTLSs Doubleline Tr Tact ETF+0.2%+163.56%加碼
13AMZNAmazon.com INC+0.2%+0.08%加碼
14TCAFT Rowe Prc Cap Appreciation+0.2%+7.20%加碼
15NVDANvidia CORP+0.2%+8.31%加碼
16CATCaterpillar INC+0.1%+1.01%加碼
17✓ +0.1%NEW新建倉
18QUALIshares Msci USA Quality Fac+0.1%-2.39%減碼
19IBMIntl Business Machines CORP+0.1%+2.78%加碼
20BACBank Of America CORP+0.1%+1.58%加碼
21GOOGLAlphabet Inc-cl A+0.1%-1.26%減碼
22JPMJpmorgan Chase & Co+0.1%-0.99%減碼
23SHYIshares 1-3 Year Treasury Bo+0.1%+34.15%加碼
24TSLATesla INC+0.1%+57.54%加碼
25AMATApplied Materials INC+0.1%+2.35%加碼
26✓ +0.1%NEW新建倉
27DISWalt Disney Co/the+0.1%+101.95%加碼
28DDFLInvtr Eq D Di 15 B ETF - Jul+0.1%NEW新建倉
29✓ +0.1%NEW新建倉
30GSGoldman Sachs Group INC+0.1%-3.97%減碼
31UPSUnited Parcel Service-cl B+0.1%+9.49%加碼
32HDHome Depot INC0%+4.79%加碼
33ABBVAbbvie INC0%+20.71%加碼
34BRK-BBerkshire Hathaway Inc-cl B0%+4.38%加碼
35MOAltria Group INC0%+0.35%加碼
36MRKMerck & Co. INC.—+0.65%加碼
37TMOThermo Fisher Scientific INC0%+3.99%加碼
38PGProcter & Gamble Co/the-0.1%+2.15%加碼
39MSFTMicrosoft CORP-0.1%+3.52%加碼
40PEPPepsico INC-0.1%+1.21%加碼
41SLVIshares Silver Trust-0.1%+0.24%加碼
42LMTLockheed Martin CORP-0.2%+1.81%加碼
43DUKDuke Energy CORP-0.2%-0.63%減碼
44WMTWalmart INC-0.3%-0.41%減碼
45VZVerizon Communications INC-0.4%+0.50%加碼
46TBUXT Rowe Price Ultra Short-ter-0.4%+4.73%加碼
47GLDSpdr Gold Shares-0.5%-2.66%減碼
48CVXChevron CORP-0.6%+1.01%加碼
49HONHoneywell International INC-1.7%EXIT清倉
50XOMExxon Mobil CORP-3.1%EXIT清倉

FAQ

ARS Wealth Advisors Group, LLC 是什麼機構？屬於哪種投資人類型？
ARS Wealth Advisors Group, LLC 是一家投資管理機構，每季依規定向 SEC 申報 Form 13F，揭露其在美國上市股票的持倉資訊。根據最新一期申報（2026-06-30），該機構追蹤的股票投資組合估值約為 US$12.8億，分佈在 220 個已申報部位之中。
ARS Wealth Advisors Group, LLC 目前前幾大持股有哪些？
根據最新 13F 申報，ARS Wealth Advisors Group, LLC 按市值排列的前幾大持股為： 1. T Rowe Price Ultra Short-ter (TBUX) — US$1.8億 (13.9%) 2. Ss Spdr P S&p 1500 Comp ETF (SPTM) — US$9249.2萬 (7.2%) 3. Broadcom INC (AVGO) — US$5185.8萬 (4.1%) 4. Apple INC (AAPL) — US$5180.9萬 (4.0%) 5. Ss Technology Select Sector (XLK) — US$4488.0萬 (3.5%)
ARS Wealth Advisors Group, LLC 在最新一期 13F 申報中做了哪些操作？
在最新申報季度中，ARS Wealth Advisors Group, LLC 共進行了 50 項顯著調整：新建倉 6 個部位、加碼 30 個既有持股、減碼 12 個部位，並完全清倉 2 個持股。 其中幅度最大的異動：清倉: Exxon Mobil CORP (XOM); 清倉: Honeywell International INC (HON); 新建倉: ; 新建倉: ; 新建倉:
ARS Wealth Advisors Group, LLC 主要集中投資哪些產業板塊？
根據目前已申報的股票投資組合，ARS Wealth Advisors Group, LLC 的主要板塊分佈如下： • Information Technology: 28.5% • Health Care: 13.7% • Financials: 12.1% • Communication Services: 11.9% • Consumer Staples: 9.1% • Consumer Discretionary: 8.7%