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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
22Q4 调仓
2022-09-30 → 2022-12-31 · 共 146 项
建仓 31
增持 76
减持 30
清仓 9
方向
标的
Δ市值
现股数(环比)
增持
MUB
ISHARES TR
+$6.9M
78,736
+487%
增持
SCHD
SCHWAB STRATEGIC TR
+$5.8M
140,937
+92%
建仓
SPDW
SPDR INDEX SHS FDS
+$5.5M
186,548
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。
增持
BND
VANGUARD BD INDEX FDS
+$3.8M
73,110
+261%
增持
DFAC
DIMENSIONAL ETF TRUST
+$3.4M
274,928
+88%
增持
VUG
VANGUARD INDEX FDS
+$3.0M
27,414
+110%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$2.8M
45,609
+59%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$2.1M
68,495
+334%
增持
MSFT
MICROSOFT CORP
+$1.7M
76,817
+7%
增持
QUAL
ISHARES TR
+$1.6M
33,571
+57%
增持
VO
VANGUARD INDEX FDS
+$1.6M
15,595
+82%
增持
IEFA
ISHARES TR
+$1.2M
28,211
+184%
增持
IVV
ISHARES TR
+$1.2M
6,356
+78%
增持
VB
VANGUARD INDEX FDS
+$996.4K
13,776
+54%
清仓
IAU
ISHARES GOLD TR
-$869.0K
0
-100%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$822.6K
23,142
-2%
增持
—
HESS CORP
+$807.5K
10,580
+66%
建仓
FISV
FISERV INC
+$794.1K
7,857
建仓
SGOL
ABRDN GOLD ETF TRUST
+$707.9K
40,521
减持
JPIB
J P MORGAN EXCHANGE TRADED F
-$682.1K
24,181
-40%
增持
FCX
FREEPORT-MCMORAN INC
+$670.6K
30,938
+67%
清仓
VMBS
VANGUARD SCOTTSDALE FDS
-$657.0K
0
-100%
增持
GOOGL
ALPHABET INC
+$632.0K
22,464
+59%
增持
BAC
BANK AMERICA CORP
+$625.2K
35,605
+94%
清仓
IQDF
FLEXSHARES TR
-$612.0K
0
-100%
增持
NVDA
NVIDIA CORPORATION
+$607.1K
9,929
+43%
建仓
IEMG
ISHARES INC
+$585.9K
12,545
减持
HEFA
ISHARES TR
-$554.8K
49,009
-22%
建仓
SCHF
SCHWAB STRATEGIC TR
+$541.1K
16,800
清仓
AVGO
BROADCOM INC
-$517.0K
0
-100%
增持
SBUX
STARBUCKS CORP
+$486.5K
18,906
+15%
增持
JNJ
JOHNSON & JOHNSON
+$484.5K
8,347
+38%
建仓
BRK/A
BERKSHIRE HATHAWAY INC DEL
+$468.7K
1
增持
UNH
UNITEDHEALTH GROUP INC
+$433.6K
1,744
+79%
增持
CCJ
CAMECO CORP
+$419.6K
74,353
+56%
清仓
TIP
ISHARES TR
-$415.0K
0
-100%
增持
PG
PROCTER AND GAMBLE CO
+$400.2K
7,378
+30%
减持
VIG
VANGUARD SPECIALIZED FUNDS
+$398.4K
25,198
-1%
建仓
AGG
ISHARES TR
+$391.8K
4,040
建仓
GOOG
ALPHABET INC
+$376.2K
4,240
增持
HD
HOME DEPOT INC
+$373.8K
3,314
+36%
增持
BA
BOEING CO
+$370.1K
3,297
+54%
建仓
VTIP
VANGUARD MALVERN FDS
+$361.8K
7,745
增持
IJH
ISHARES TR
+$361.7K
3,893
+47%
增持
JPM
JPMORGAN CHASE & CO
+$361.6K
6,455
+34%
建仓
IWM
ISHARES TR
+$351.5K
2,016
增持
VOO
VANGUARD INDEX FDS
+$345.8K
2,026
+82%
建仓
GNR
SPDR INDEX SHS FDS
+$343.5K
6,024
建仓
TSCO
TRACTOR SUPPLY CO
+$339.3K
1,508
建仓
HON
HONEYWELL INTL INC
+$331.3K
1,546
建仓
ALL
ALLSTATE CORP
+$323.3K
2,384
建仓
EAGG
ISHARES TR
+$323.1K
6,913
建仓
MA
MASTERCARD INCORPORATED
+$309.8K
891
增持
WFC
WELLS FARGO CO NEW
+$299.5K
18,468
+60%
增持
VOTE
ENGINE NO 1 ETF TRUST
+$299.4K
25,925
+27%
增持
APH
AMPHENOL CORP NEW
+$296.1K
8,972
+55%
增持
PH
PARKER-HANNIFIN CORP
+$285.6K
1,954
+67%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$282.5K
1,499
+40%
增持
KHC
KRAFT HEINZ CO
+$274.7K
14,682
+51%
建仓
BSV
VANGUARD BD INDEX FDS
+$273.4K
3,632
增持
BMRN
BIOMARIN PHARMACEUTICAL INC
+$266.1K
4,823
+76%
清仓
ANGL
VANECK ETF TRUST
-$256.0K
0
-100%
减持
DGRO
ISHARES TR
+$252.6K
49,812
-1%
增持
AAPL
APPLE INC
+$252.5K
96,508
+9%
增持
RTX
RAYTHEON TECHNOLOGIES CORP
+$251.9K
5,687
+45%
建仓
EMNT
PIMCO ETF TR
+$251.6K
2,597
增持
VNQ
VANGUARD INDEX FDS
+$250.6K
51,329
+3%
建仓
USMV
ISHARES TR
+$249.0K
3,453
增持
ROP
ROPER TECHNOLOGIES INC
+$245.0K
1,296
+48%
增持
COST
COSTCO WHSL CORP NEW
+$240.9K
4,543
+17%
建仓
TFI
SPDR SER TR
+$238.5K
5,229
建仓
SPGI
S&P GLOBAL INC
+$238.5K
712
增持
DHR
DANAHER CORPORATION
+$237.5K
2,726
+45%
建仓
AMAT
APPLIED MATLS INC
+$236.2K
2,426
增持
VONG
VANGUARD SCOTTSDALE FDS
+$233.0K
8,364
+99%
建仓
VONE
VANGUARD SCOTTSDALE FDS
+$226.7K
1,301
清仓
SUB
ISHARES TR
-$226.0K
0
-100%
清仓
REZ
ISHARES TR
-$226.0K
0
-100%
建仓
PFF
ISHARES TR
+$225.9K
7,399
建仓
HYMB
SPDR SER TR
+$222.9K
4,552
增持
CMI
CUMMINS INC
+$221.1K
1,808
+70%
建仓
WPM
WHEATON PRECIOUS METALS CORP
+$219.2K
5,609
建仓
ISRG
INTUITIVE SURGICAL INC
+$214.1K
807
增持
NEE
NEXTERA ENERGY INC
+$213.2K
7,095
+46%
建仓
NFLX
NETFLIX INC
+$212.6K
721
建仓
MRK
MERCK & CO INC
+$205.6K
1,853
建仓
DE
DEERE & CO
+$203.3K
474
建仓
SDY
SPDR SER TR
+$200.2K
1,600
增持
XLK
SELECT SECTOR SPDR TR
+$192.7K
20,729
+3%
增持
VYM
VANGUARD WHITEHALL FDS
+$187.4K
12,295
+2%
增持
DG
DOLLAR GEN CORP NEW
+$178.7K
1,737
+67%
增持
ZTS
ZOETIS INC
+$175.8K
3,813
+48%
减持
VTI
VANGUARD INDEX FDS
-$169.9K
7,710
-16%
清仓
PGX
INVESCO EXCH TRADED FD TR II
-$163.0K
0
-100%
增持
ORCL
ORACLE CORP
+$159.4K
4,654
+28%
减持
DSI
ISHARES TR
+$158.9K
33,081
-0%
减持
ESGD
ISHARES TR
+$150.7K
22,021
-5%
增持
AMP
AMERIPRISE FINL INC
+$141.8K
1,133
+36%
增持
XLI
SELECT SECTOR SPDR TR
+$140.2K
7,751
+3%
增持
WMT
WALMART INC
+$138.0K
3,167
+32%
增持
—
ETF MANAGERS TR
+$125.6K
30,024
+2%
增持
—
EXXON MOBIL CORP
+$121.1K
5,232
+0%
减持
DIAL
COLUMBIA ETF TR I
-$120.3K
36,765
-19%
增持
SPYD
SPDR SER TR
+$120.2K
18,625
+7%
增持
SPHD
INVESCO EXCH TRADED FD TR II
+$120.0K
12,115
+15%
减持
LGLV
SPDR SER TR
+$112.0K
10,167
-1%
增持
IJR
ISHARES TR
+$101.4K
5,393
+15%
增持
IWF
ISHARES TR
+$100.8K
5,306
+8%
增持
CSCO
CISCO SYS INC
+$92.5K
7,756
+12%
增持
PEP
PEPSICO INC
+$89.3K
2,133
+18%
减持
QQQ
INVESCO QQQ TR
-$83.7K
5,702
-5%
增持
MCD
MCDONALDS CORP
+$83.0K
1,909
+5%
增持
AMZN
AMAZON COM INC
-$79.2K
23,331
+29%
减持
IWD
ISHARES TR
+$78.9K
5,723
-1%
增持
V
VISA INC
+$74.1K
1,719
+8%
增持
HDV
ISHARES TR
+$68.3K
5,059
+1%
增持
DIS
DISNEY WALT CO
+$68.3K
4,999
+29%
减持
VHT
VANGUARD WORLD FDS
+$64.2K
2,835
-1%
减持
VKTX
VIKING THERAPEUTICS INC
+$55.6K
14,000
-50%
增持
KO
COCA COLA CO
+$54.7K
4,602
+9%
减持
VEA
VANGUARD TAX-MANAGED FDS
-$49.2K
230,399
-14%
减持
XLV
SELECT SECTOR SPDR TR
+$44.9K
5,461
-5%
减持
DON
WISDOMTREE TR
+$37.7K
79,478
-7%
减持
SPYV
SPDR SER TR
+$37.5K
11,070
-3%
减持
RAFE
PIMCO EQUITY SER
-$35.8K
9,896
-19%
增持
VGT
VANGUARD WORLD FDS
+$33.5K
1,830
+2%
减持
EEM
ISHARES TR
+$31.9K
10,893
-0%
减持
EFA
ISHARES TR
+$31.1K
4,831
-5%
增持
PSK
SPDR SER TR
+$30.7K
10,990
+16%
增持
XLF
SELECT SECTOR SPDR TR
+$28.4K
6,765
+1%
减持
SCHE
SCHWAB STRATEGIC TR
-$27.7K
13,997
-13%
增持
—
E2OPEN PARENT HOLDINGS INC
+$26.5K
20,361
+33%
减持
SPEM
SPDR INDEX SHS FDS
-$25.3K
89,494
-7%
增持
ICF
ISHARES TR
+$23.8K
7,381
+4%
增持
VBK
VANGUARD INDEX FDS
+$18.6K
2,312
+1%
增持
RJF
RAYMOND JAMES FINL INC
+$18.4K
2,128
+1%
增持
—
SSGA ACTIVE TR
+$17.4K
10,854
+3%
减持
ESGE
ISHARES INC
+$16.1K
20,555
-6%
减持
VDC
VANGUARD WORLD FDS
+$15.6K
1,287
-4%
减持
VCSH
VANGUARD SCOTTSDALE FDS
-$13.9K
8,899
-3%
减持
VYMI
VANGUARD WHITEHALL FDS
-$10.1K
4,900
-16%
增持
TSLA
TESLA INC
+$8.5K
3,170
+120%
减持
IWP
ISHARES TR
+$7.3K
5,901
-5%
增持
D
DOMINION ENERGY INC
-$6.9K
3,589
+9%
减持
NUDM
NUSHARES ETF TR
-$2.6K
10,983
-14%
减持
DFAS
DIMENSIONAL ETF TRUST
+$2.0K
35,366
-9%
