小隐寺数据中心
概览
新闻
情绪
Reddit 热门
散户社区提及与热度榜
机构
机构目录
全部机构
机构持仓
机构真实持仓
事件
新股 IPO
定价、上市与申报追踪
内部人买卖
高管与董事交易
重大事件
并购/高管/退市等重大报告
举牌
主动或被动披露
财务
季报
10-Q 季度财报申报流
年报
10-K 年度财报申报流
公司
公司目录
上市公司高管与档案
势力阵营
即将上线
校友与资本关系图谱
人物
明星投资人
知名基金经理与持仓动向
政客交易
国会议员持仓披露
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
$272.3M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
22Q3
22Q2
22Q1
21Q4
21Q3
22Q3 调仓
2022-06-30 → 2022-09-30 · 共 120 项
建仓 46
增持 40
减持 29
清仓 5
方向
标的
Δ市值
现股数(环比)
增持
AAPL
APPLE INC
+$6.6M
88,813
+114%
建仓
SCHD
SCHWAB STRATEGIC TR
+$4.9M
73,583
增持
MSFT
MICROSOFT CORP
+$4.0M
71,942
+45%
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
建仓
RSP
INVESCO EXCHANGE TRADED FD T
+$3.7M
28,728
增持
VEA
VANGUARD TAX-MANAGED FDS
+$3.6M
267,288
+77%
增持
VUG
VANGUARD INDEX FDS
+$2.4M
13,081
+718%
增持
DFAC
DIMENSIONAL ETF TRUST
+$2.4M
146,058
+314%
建仓
GOOGL
ALPHABET INC
+$1.4M
14,117
建仓
IVV
ISHARES TR
+$1.3M
3,562
建仓
CCJ
CAMECO CORP
+$1.3M
47,758
减持
JPIB
J P MORGAN EXCHANGE TRADED F
-$1.2M
40,343
-39%
增持
AMZN
AMAZON COM INC
+$1.0M
18,048
+85%
增持
VO
VANGUARD INDEX FDS
+$997.0K
8,581
+174%
增持
MUB
ISHARES TR
+$982.0K
13,406
+263%
增持
QUAL
ISHARES TR
+$947.0K
21,402
+87%
建仓
IAU
ISHARES GOLD TR
+$869.0K
27,552
减持
VMBS
VANGUARD SCOTTSDALE FDS
-$860.0K
14,560
-54%
增持
COST
COSTCO WHSL CORP NEW
+$859.0K
3,882
+91%
增持
SPEM
SPDR INDEX SHS FDS
+$823.0K
95,835
+55%
建仓
—
HESS CORP
+$693.0K
6,360
建仓
HD
HOME DEPOT INC
+$673.0K
2,438
增持
VB
VANGUARD INDEX FDS
+$644.0K
8,962
+78%
增持
NVDA
NVIDIA CORPORATION
+$623.0K
6,953
+378%
建仓
IQDF
FLEXSHARES TR
+$612.0K
34,409
增持
DFAS
DIMENSIONAL ETF TRUST
+$611.0K
38,842
+56%
建仓
BAC
BK OF AMERICA CORP
+$554.0K
18,355
建仓
TMO
THERMO FISHER SCIENTIFIC INC
+$543.0K
1,070
建仓
IEFA
ISHARES TR
+$523.0K
9,926
建仓
AVGO
BROADCOM INC
+$517.0K
1,164
建仓
FCX
FREEPORT-MCMORAN INC
+$505.0K
18,496
建仓
JPM
JPMORGAN CHASE & CO
+$504.0K
4,819
建仓
UNH
UNITEDHEALTH GROUP INC
+$491.0K
973
建仓
DHR
DANAHER CORPORATION
+$486.0K
1,880
建仓
WFC
WELLS FARGO CO NEW
+$463.0K
11,512
建仓
TIP
ISHARES TR
+$415.0K
3,957
增持
PG
PROCTER AND GAMBLE CO
+$412.0K
5,689
+168%
建仓
IJR
ISHARES TR
+$409.0K
4,690
建仓
APH
AMPHENOL CORP NEW
+$387.0K
5,785
建仓
ZTS
ZOETIS INC
+$383.0K
2,585
建仓
TSLA
TESLA INC
+$382.0K
1,442
建仓
EEM
ISHARES TR
+$381.0K
10,922
建仓
NEE
NEXTERA ENERGY INC
+$380.0K
4,846
建仓
DIS
DISNEY WALT CO
+$366.0K
3,884
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$365.0K
15,784
+212%
增持
JNJ
JOHNSON & JOHNSON
+$333.0K
6,059
+64%
建仓
KHC
KRAFT HEINZ CO
+$323.0K
9,700
建仓
RTX
RAYTHEON TECHNOLOGIES CORP
+$322.0K
3,930
建仓
ROP
ROPER TECHNOLOGIES INC
+$315.0K
876
建仓
WMT
WALMART INC
+$311.0K
2,394
建仓
PEP
PEPSICO INC
+$296.0K
1,810
建仓
PH
PARKER-HANNIFIN CORP
+$283.0K
1,167
建仓
CSCO
CISCO SYS INC
+$277.0K
6,928
清仓
SPYG
SPDR SER TR
-$261.0K
0
-100%
减持
DON
WISDOMTREE TR
-$250.0K
85,791
-4%
建仓
DG
DOLLAR GEN CORP NEW
+$249.0K
1,038
建仓
BMRN
BIOMARIN PHARMACEUTICAL INC
+$233.0K
2,747
建仓
VONG
VANGUARD SCOTTSDALE FDS
+$228.0K
4,200
建仓
D
DOMINION ENERGY INC
+$227.0K
3,281
清仓
EMNT
PIMCO ETF TR
-$227.0K
0
-100%
建仓
SUB
ISHARES TR
+$226.0K
2,201
建仓
ORCL
ORACLE CORP
+$221.0K
3,624
减持
VCSH
VANGUARD SCOTTSDALE FDS
-$218.0K
9,197
-22%
建仓
CMI
CUMMINS INC
+$217.0K
1,066
清仓
AMAT
APPLIED MATLS INC
-$215.0K
0
-100%
建仓
AMP
AMERIPRISE FINL INC
+$211.0K
836
建仓
RJF
RAYMOND JAMES FINL INC
+$209.0K
2,115
清仓
EMXF
ISHARES TR
-$205.0K
0
-100%
建仓
XLF
SELECT SECTOR SPDR TR
+$203.0K
6,700
增持
VNQ
VANGUARD INDEX FDS
-$203.0K
49,682
+8%
建仓
EXPD
EXPEDITORS INTL WASH INC
+$203.0K
2,294
清仓
VCR
VANGUARD WORLD FDS
-$202.0K
0
-100%
增持
VIG
VANGUARD SPECIALIZED FUNDS
-$202.0K
25,362
+0%
减持
DGRO
ISHARES TR
-$183.0K
50,336
-1%
减持
DSI
ISHARES TR
-$179.0K
33,092
-1%
增持
SPHD
INVESCO EXCH TRADED FD TR II
+$168.0K
10,515
+91%
增持
IJH
ISHARES TR
+$163.0K
2,646
+43%
增持
VOTE
ENGINE NO 1 ETF TRUST
+$161.0K
20,355
+30%
减持
QQQ
INVESCO QQQ TR
-$151.0K
5,994
-4%
增持
SPYD
SPDR SER TR
+$140.0K
17,403
+46%
减持
HEFA
ISHARES TR
-$124.0K
62,844
-0%
减持
LGLV
SPDR SER TR
-$108.0K
10,269
-2%
减持
ESGE
ISHARES INC
-$102.0K
21,768
-0%
增持
XLK
SELECT SECTOR SPDR TR
-$96.0K
20,079
+3%
建仓
—
E2OPEN PARENT HOLDINGS INC
+$93.0K
15,343
增持
—
ETF MANAGERS TR
+$90.0K
29,386
+10%
减持
VGT
VANGUARD WORLD FDS
-$83.0K
1,793
-8%
减持
BND
VANGUARD BD INDEX FDS
-$82.0K
20,229
-0%
增持
—
SSGA ACTIVE TR
+$80.0K
10,499
+41%
增持
IVW
ISHARES TR
+$80.0K
5,397
+40%
建仓
VKTX
VIKING THERAPEUTICS INC
+$76.0K
28,000
减持
XLV
SELECT SECTOR SPDR TR
-$74.0K
5,751
-4%
减持
VHT
VANGUARD WORLD FDS
-$72.0K
2,857
-5%
增持
VTI
VANGUARD INDEX FDS
-$65.0K
9,159
+1%
增持
IWF
ISHARES TR
+$63.0K
4,922
+11%
减持
DIAL
COLUMBIA ETF TR I
-$62.0K
45,191
-2%
减持
IWD
ISHARES TR
-$59.0K
5,804
-1%
减持
VDC
VANGUARD WORLD FDS
-$54.0K
1,345
-12%
减持
SCHE
SCHWAB STRATEGIC TR
-$52.0K
16,008
-1%
减持
BA
BOEING CO
-$49.0K
2,134
-5%
减持
VYMI
VANGUARD WHITEHALL FDS
-$48.0K
5,800
-3%
减持
EFA
ISHARES TR
-$48.0K
5,097
-5%
减持
HDV
ISHARES TR
-$47.0K
5,029
-0%
减持
NUDM
NUSHARES ETF TR
-$46.0K
12,819
-3%
减持
REZ
ISHARES TR
-$40.0K
3,140
-6%
减持
KO
COCA COLA CO
-$35.0K
4,240
-2%
增持
ICF
ISHARES TR
-$32.0K
7,093
+4%
增持
SPYV
SPDR SER TR
+$29.0K
11,384
+15%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$28.0K
23,690
+2%
增持
VOO
VANGUARD INDEX FDS
+$24.0K
1,115
+13%
增持
—
EXXON MOBIL CORP
+$22.0K
5,221
+3%
减持
ANGL
VANECK ETF TRUST
-$21.0K
9,777
-5%
减持
VBK
VANGUARD INDEX FDS
-$17.0K
2,279
-3%
增持
CVX
CHEVRON CORP NEW
+$16.0K
2,777
+5%
减持
IWP
ISHARES TR
-$15.0K
6,199
-2%
增持
V
VISA INC
+$9.0K
1,591
+14%
增持
MCD
MCDONALDS CORP
-$9.0K
1,821
+5%
增持
PEY
INVESCO EXCHANGE TRADED FD T
-$6.0K
14,826
+8%
增持
VYM
VANGUARD WHITEHALL FDS
+$2.0K
12,045
+7%
增持
PSK
SPDR SER TR
-$2.0K
9,468
+2%
减持
SBUX
STARBUCKS CORP
-$2.0K
16,481
-10%
