小隐寺数据中心API 小隐寺主站

Financial Insights, Inc. 13F 持仓明细(2026-03-31) · 小隐寺数据中心

Financial Insights, Inc.

报告期 2026-03-31 · CIK 0001642058

持仓数

130

前50大市值合计

$272.3M

报告期

2026-03-31

当前持仓调仓

前 50 大持仓

标的

类型

市值

股数

占比*

SPYM SPDR SERIES TRUST

STATE STREET SPD

$41.0M

535,431

15.0%

SCHD SCHWAB STRATEGIC TR

US DIVIDEND EQ

$28.9M

941,050

10.6%

DBEF DBX ETF TR

XTRACK MSCI EAFE

$19.6M

396,701

7.2%

MSFT MICROSOFT CORP

COM

$16.9M

45,626

6.2%

QQQ INVESCO QQQ TR

UNIT SER 1

$16.1M

27,889

5.9%

AAPL APPLE INC

COM

$12.5M

49,313

4.6%

SPSM SPDR SERIES TRUST

STATE STREET SPD

$12.1M

251,186

4.5%

VUG VANGUARD INDEX FDS

GROWTH ETF

$12.1M

27,656

4.4%

SPEM SPDR INDEX SHS FDS

STATE STREET SPD

$7.6M

161,469

2.8%

BRK/B BERKSHIRE HATHAWAY INC DEL

CL B NEW

$7.4M

15,491

2.7%

VEA VANGUARD TAX-MANAGED FDS

VAN FTSE DEV MKT

$5.9M

92,757

2.2%

VB VANGUARD INDEX FDS

SMALL CP ETF

$5.5M

21,110

2.0%

VIG VANGUARD SPECIALIZED FUNDS

DIV APP ETF

$4.8M

22,357

1.8%

XLK SELECT SECTOR SPDR TR

STATE STREET TEC

$4.4M

32,875

1.6%

SPDW SPDR INDEX SHS FDS

STATE STREET SPD

$4.3M

93,812

1.6%

VOTE TCW ETF TRUST

TRANSFRM 500 ETF

$3.9M

50,610

1.4%

VV VANGUARD INDEX FDS

LARGE CAP ETF

$3.7M

12,284

1.3%

DIVO AMPLIFY ETF TR

CWP ENHANCED DIV

$3.4M

74,920

1.2%

PRCS PARNASSUS INCOME FDS

CORE SELECT ETF

$3.3M

132,218

1.2%

AMZN AMAZON COM INC

COM

$3.3M

15,630

1.2%

DFAC DIMENSIONAL ETF TRUST

US CORE EQUITY 2

$3.0M

78,195

1.1%

NVDA NVIDIA CORPORATION

COM

$2.9M

16,462

1.1%

VTI VANGUARD INDEX FDS

TOTAL STK MKT

$2.8M

8,870

1.0%

RAFE PIMCO EQUITY SER

RAFI ESG US

$2.6M

63,112

1.0%

DON WISDOMTREE TR

US MIDCAP DIVID

$2.6M

49,551

1.0%

COST COSTCO WHOLESALE CORPORATION

COM

$2.6M

2,603

1.0%

VO VANGUARD INDEX FDS

MID CAP ETF

$2.5M

8,542

0.9%

CVIE MORGAN STANLEY ETF TRUST

CALVERT INTERNAT

$2.3M

32,223

0.9%

MUB ISHARES TR

NATIONAL MUN ETF

$2.3M

21,991

0.9%

DGRO ISHARES TR

CORE DIV GRWTH

$2.3M

33,010

0.9%

PWRD TCW ETF TRUST

TRANSFORM SYSTEM

$2.2M

22,848

0.8%

INEQ COLUMBIA ETF TR I

INTERNATIONAL EQ

$2.2M

56,101

0.8%

VYM VANGUARD WHITEHALL FDS

HIGH DIV YLD

$2.1M

14,068

0.8%

IDVO AMPLIFY ETF TR

CWP INTL ENHANCE

$2.1M

50,659

0.8%

NULG NUSHARES ETF TR

NUVEEN ESG LRGCP

$1.8M

20,202

0.7%

VEU VANGUARD INTL EQUITY INDEX F

ALLWRLD EX US

$1.8M

24,238

0.7%

DSI ISHARES TR

ESG MSCI KLD 400

$1.7M

14,151

0.6%

VWO VANGUARD INTL EQUITY INDEX F

FTSE EMR MKT ETF

$1.7M

31,671

0.6%

QUAL ISHARES TR

MSCI USA QLT FCT

$1.4M

7,237

0.5%

PFF ISHARES TR

PFD AND INCM SEC

$1.4M

44,766

0.5%

LGLV SPDR SERIES TRUST

STATE STREET SPD

$1.2M

6,951

0.5%

CSPF COHEN & STEERS ETF TRUST

PREFERRED AND IN

$1.2M

47,977

0.5%

IVV ISHARES TR

CORE S&P500 ETF

$1.2M

1,875

0.4%

— EXXON MOBIL CORP

COM

$1.2M

7,155

0.4%

AVGO BROADCOM INC

COM

$1.2M

3,850

0.4%

XLI SELECT SECTOR SPDR TR

STATE STREET IND

$1.2M

7,148

0.4%

DFAS DIMENSIONAL ETF TRUST

US SMALL CAP ETF

$1.1M

15,979

0.4%

SPYV SPDR SERIES TRUST

STATE STREET SPD

$1.0M

17,818

0.4%

PSK SPDR SERIES TRUST

STATE STREET SPD

$989.8K

32,095

0.4%

IJH ISHARES TR

CORE S&P MCP ETF

$984.1K

14,573

0.4%

* 占比按本页前 50 大持仓市值合计计算

持仓集中度按前 50 大市值

50%前 6 大占比

SPYM15.0%SCHD10.6%DBEF7.2%MSFT6.2%QQQ5.9%AAPL4.6%