申报总市值
US$2.8亿
申报季度: 2026-03-31 · 持股只数: 260
Resurgent Financial Advisors LLC在最新一期 13F 报告中披露了 260 项持股，申报期为 2026-03-31，总持股市值约为 US$2.8亿，季度换手率为 43.7%。
加仓 GOOGL
+159.0% US$736.3万
加仓 NVDA
+130.0% US$657.3万
加仓 LLY
+391.7% US$332.7万
加仓 V
+312.0% US$325.7万
减仓 JPM
-3.7% -US$65.1万
加仓 MA
+292.7% US$222.0万
仅显示前 256 大持股（共 260 只）
| # | 代码 | 标的名称 | 资产子类别 | 占比 | 占比变动 | 持仓量变化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 4.59% | +1.91% | +158.96% | |
| 2 | NVDA | Nvidia CORP | 股票-科技 | 4.44% | +1.58% | +130.04% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 4.39% | -0.52% | +62.24% | |
| 4 | AAPL | Apple INC | 股票-科技 | 4.03% | -0.51% | +32.11% | |
| 5 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 2.62% | -0.28% | +31.28% | |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 2.10% | +0.30% | +69.72% | |
| 7 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.74% | +0.47% | +60.96% | |
| 8 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 1.73% | — | +3.55% | |
| 9 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.72% | -0.99% | -3.66% | |
| 10 | V | Visa Inc-class A Shares | 股票-金融 | 1.64% | +1.00% | +312.03% | |
| 11 | LLY | Eli Lilly & Co | 股票-医疗保健 | 1.58% | +1.06% | +391.71% | |
| 12 | AVGO | Broadcom INC | 股票-科技 | 1.41% | +0.54% | +151.19% | |
| 13 | XOM | Exxon Mobil CORP | 股票-能源 | 1.40% | +0.14% | +9.45% | |
| 14 | TPL | Texas Pacific Land CORP | 股票-能源 | 1.38% | +0.22% | -0.37% | |
| 15 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.30% | — | +5.68% | |
| 16 | WMT | Walmart INC | 股票-非周期性消费 | 1.26% | -0.25% | +3.46% | |
| 17 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 1.24% | — | -6.34% | |
| 18 | MCK | Mckesson CORP | 股票-医疗保健 | 1.21% | +1.21% | NEW | |
| 19 | ETN | Eaton Corporation plc | 股票-工业 | 1.18% | +0.32% | +69.49% | |
| 20 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.15% | +0.47% | +173.60% | |
| 21 | MA | Mastercard INC - A | 股票-金融 | 1.13% | +0.67% | +292.67% | |
| 22 | COP | Conocophillips | 股票-能源 | 1.02% | -0.04% | -5.24% | |
| 23 | SYK | Stryker CORP | 股票-医疗保健 | 0.99% | +0.99% | NEW | |
| 24 | CVX | Chevron CORP | 股票-能源 | 0.96% | +0.06% | +9.71% | |
| 25 | FXE | Invesco Currencyshares Euro | ETF-其他 | 0.92% | — | +1.67% | |
| 26 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.91% | — | +6.51% | |
| 27 | GWW | Ww Grainger INC | 股票-工业 | 0.86% | +0.86% | NEW | |
| 28 | INTU | Intuit INC | 股票-科技 | 0.85% | +0.85% | NEW | |
| 29 | PWR | Quanta Services INC | 股票-工业 | 0.73% | — | -4.44% | |
| 30 | SPHQ | Invesco S&p 500 Quality ETF | ETF-大型股与成长 | 0.73% | — | +0.28% | |
| 31 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型股与成长 | 0.70% | +0.10% | +71.35% | |
| 32 | JEPQ | JPM Nasdaq Equity Premium | ETF-科技型 | 0.69% | — | -0.91% | |
| 33 | USFR | Wisdomtree Floating Rate Tre | ETF-其他 | 0.66% | — | -0.83% | |
| 34 | RTX | Rtx CORP | 股票-工业 | 0.66% | +0.66% | NEW | |
| 35 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.65% | — | +17.52% | |
| 36 | DLN | Wisdomtree US Largecap Divid | ETF-其他 | 0.64% | — | +0.08% | |
| 37 | SGOV | Ishares 0-3 Month Treasury B | ETF-政府公债 | 0.62% | +0.48% | +538.62% | |
| 38 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-其他 | 0.60% | — | +3.37% | |
| 39 | SPGI | S&p Global INC | 股票-金融 | 0.59% | +0.59% | NEW | |
| 40 | MLPX | Global X Mlp & Energy Infras | ETF-其他 | 0.59% | +0.08% | +30.19% | |
| 41 | NEE | Nextera Energy INC | 股票-公用事业 | 0.56% | — | +6.84% | |
| 42 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.55% | +0.55% | NEW | |
| 43 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股与成长 | 0.55% | — | -0.62% | |
| 44 | MPC | Marathon Petroleum CORP | 股票-能源 | 0.55% | +0.04% | -0.61% | |
| 45 | IVE | Ishares S&p 500 Value ETF | ETF-大型股与成长 | 0.54% | — | -12.84% | |
| 46 | DYNF | Ishrs US E F R A Etf-usd INC | ETF-其他 | 0.54% | — | -13.60% | |
| 47 | DON | Wisdomtree US Midcap Dividen | ETF-其他 | 0.52% | — | -2.54% | |
| 48 | PFE | Pfizer INC | 股票-医疗保健 | 0.52% | +0.05% | +35.19% | |
| 49 | MO | Altria Group INC | 股票-非周期性消费 | 0.51% | — | +5.12% | |
| 50 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.50% | — | +18.67% |
Q3 2026表现
+2.4%
近4个季度表现
+21.7%
基于可获取价格的持仓（占申报价值的71%）计算
| 季度 | 持股只数 | 总市值 | 稳定性 | 主要持股 |
|---|---|---|---|---|
| 2026-03-31 | 260 | US$2.8亿 | 44 | |
| 2025-12-31 | 216 | US$2.0亿 | 17 | |
| 2025-09-30 | 207 | US$2.0亿 | 40 | |
| 2025-06-30 | 186 | US$1.8亿 | 0 | |
| 2025-03-31 | 181 | US$1.7亿 | 0 | |
| 2024-12-31 | 179 | US$1.7亿 | 0 | |
| 2024-09-30 | 181 | US$1.7亿 | 0 | |
| 2024-06-30 | 177 | US$1.6亿 | 0 | |
| 2024-03-31 | 193 | US$1.9亿 | 0 | |
| 2023-12-31 | 499 | US$1.6亿 | 0 | |
| 2023-09-30 | 484 | US$1.5亿 | 0 | |
| 2023-06-30 | 505 | US$1.5亿 | 0 | |
| 2023-03-31 | 489 | US$1.5亿 | 0 | |
| 2022-12-31 | 627 | US$1.9亿 | 0 | |
| 2022-09-30 | 203 | US$1.5亿 | 0 | |
| 2022-06-30 | 190 | US$1.6亿 | 0 | |
| 2022-03-31 | 192 | US$1.6亿 | 0 | |
| 2021-12-31 | 130 | US$1.3亿 | 0 |
Resurgent Financial Advisors LLC 在 2026-03-31 最显著的持仓异动： 新建仓: Mckesson CORP (MCK); 新建仓: Stryker CORP (SYK); 新建仓: Ww Grainger INC (GWW); 新建仓: Intuit INC (INTU); 新建仓: Rtx CORP (RTX).