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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
23Q1 调仓
2022-12-31 → 2023-03-31 · 共 150 项
建仓 32
增持 36
减持 65
清仓 17
方向
标的
Δ市值
现股数(环比)
增持
VUG
VANGUARD INDEX FDS
+$5.9M
46,936
+71%
增持
SCHD
SCHWAB STRATEGIC TR
+$5.7M
223,425
+59%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$5.0M
323,824
+41%
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
DFAC
DIMENSIONAL ETF TRUST
+$4.4M
433,389
+58%
减持
MSFT
MICROSOFT CORP
+$3.2M
75,112
-2%
减持
RSP
INVESCO EXCHANGE TRADED FD T
-$3.1M
23,212
-49%
减持
AAPL
APPLE INC
+$3.0M
94,358
-2%
增持
VO
VANGUARD INDEX FDS
+$2.1M
25,120
+61%
增持
SPEM
SPDR INDEX SHS FDS
+$1.7M
136,925
+53%
减持
BND
VANGUARD BD INDEX FDS
-$1.4M
51,865
-29%
减持
MUB
ISHARES TR
-$1.3M
64,779
-18%
减持
IVV
ISHARES TR
-$1.2M
2,908
-54%
增持
VBK
VANGUARD INDEX FDS
+$1.2M
7,708
+233%
减持
NVDA
NVIDIA CORPORATION
+$1.1M
9,134
-8%
建仓
AVGO
BROADCOM INC
+$883.4K
1,377
减持
QUAL
ISHARES TR
-$721.4K
25,022
-25%
增持
VB
VANGUARD INDEX FDS
+$702.6K
17,045
+24%
增持
MRK
MERCK & CO INC
+$686.5K
8,385
+353%
增持
V
VISA INC
+$677.5K
4,589
+167%
减持
BAC
BANK AMERICA CORP
-$659.4K
18,177
-49%
增持
AMZN
AMAZON COM INC
+$640.5K
25,175
+8%
增持
VNQ
VANGUARD INDEX FDS
+$611.7K
58,349
+14%
建仓
—
EATON CORP PLC
+$611.3K
3,568
清仓
IEMG
ISHARES INC
-$585.9K
0
-100%
建仓
—
NXP SEMICONDUCTORS N V
+$574.5K
3,081
建仓
MSI
MOTOROLA SOLUTIONS INC
+$569.1K
1,989
减持
—
HESS CORP
-$552.9K
7,160
-32%
建仓
—
TRANE TECHNOLOGIES PLC
+$544.0K
2,957
建仓
KEYS
KEYSIGHT TECHNOLOGIES INC
+$543.2K
3,364
建仓
IQV
IQVIA HLDGS INC
+$542.8K
2,729
建仓
MPC
MARATHON PETE CORP
+$537.2K
3,984
建仓
DVN
DEVON ENERGY CORP NEW
+$514.9K
10,173
增持
TSLA
TESLA INC
+$509.9K
4,340
+37%
建仓
ADP
AUTOMATIC DATA PROCESSING IN
+$504.3K
2,265
建仓
CMCSA
COMCAST CORP NEW
+$503.6K
13,284
减持
WFC
WELLS FARGO CO NEW
-$497.5K
7,090
-62%
建仓
EW
EDWARDS LIFESCIENCES CORP
+$491.3K
5,938
增持
VOTE
ENGINE NO 1 ETF TRUST
+$477.8K
34,130
+32%
建仓
—
CHUBB LIMITED
+$473.2K
2,437
建仓
ICE
INTERCONTINENTAL EXCHANGE IN
+$471.7K
4,523
建仓
CRM
SALESFORCE INC
+$467.5K
2,340
减持
HEFA
ISHARES TR
-$454.0K
29,495
-40%
建仓
LHX
L3HARRIS TECHNOLOGIES INC
+$451.2K
2,299
减持
XLK
SELECT SECTOR SPDR TR
+$443.2K
20,029
-3%
清仓
CMI
CUMMINS INC
-$438.1K
0
-100%
建仓
TJX
TJX COS INC NEW
+$432.7K
5,522
清仓
DG
DOLLAR GEN CORP NEW
-$427.7K
0
-100%
建仓
VZ
VERIZON COMMUNICATIONS INC
+$427.5K
10,993
减持
FCX
FREEPORT-MCMORAN INC
-$425.9K
18,327
-41%
增持
WMT
WALMART INC
+$417.7K
5,878
+86%
建仓
—
MEDTRONIC PLC
+$410.7K
5,094
增持
CSCO
CISCO SYS INC
+$405.9K
14,834
+91%
建仓
UNP
UNION PAC CORP
+$403.1K
2,003
增持
GOOGL
ALPHABET INC
+$372.7K
22,700
+1%
建仓
HAL
HALLIBURTON CO
+$362.2K
11,447
增持
VTI
VANGUARD INDEX FDS
+$362.1K
8,997
+17%
清仓
VTIP
VANGUARD MALVERN FDS
-$361.8K
0
-100%
清仓
GNR
SPDR INDEX SHS FDS
-$343.5K
0
-100%
减持
KHC
KRAFT HEINZ CO
-$341.6K
6,624
-55%
建仓
—
PIONEER NAT RES CO
+$336.8K
1,649
清仓
HON
HONEYWELL INTL INC
-$331.3K
0
-100%
减持
APH
AMPHENOL CORP NEW
-$329.0K
4,334
-52%
建仓
CME
CME GROUP INC
+$316.0K
1,650
减持
PG
PROCTER AND GAMBLE CO
-$302.3K
5,487
-26%
减持
VCSH
VANGUARD SCOTTSDALE FDS
-$296.5K
4,888
-45%
建仓
IAU
ISHARES GOLD TR
+$294.0K
7,868
建仓
META
META PLATFORMS INC
+$283.6K
1,338
建仓
—
STERIS PLC
+$274.5K
1,435
建仓
EL
LAUDER ESTEE COS INC
+$274.1K
1,112
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$273.8K
22,265
-4%
增持
JPM
JPMORGAN CHASE & CO
+$270.3K
8,717
+35%
减持
ESGD
ISHARES TR
-$268.6K
16,413
-25%
减持
NEE
NEXTERA ENERGY INC
-$258.0K
4,349
-39%
减持
SCHF
SCHWAB STRATEGIC TR
-$250.7K
8,346
-50%
减持
BMRN
BIOMARIN PHARMACEUTICAL INC
-$250.6K
2,556
-47%
清仓
USMV
ISHARES TR
-$249.0K
0
-100%
清仓
XLF
SELECT SECTOR SPDR TR
-$231.4K
0
-100%
清仓
RJF
RAYMOND JAMES FINL INC
-$227.4K
0
-100%
清仓
VONE
VANGUARD SCOTTSDALE FDS
-$226.7K
0
-100%
清仓
PFF
ISHARES TR
-$225.9K
0
-100%
清仓
HYMB
SPDR SER TR
-$222.9K
0
-100%
建仓
EFAX
SPDR INDEX SHS FDS
+$222.7K
6,011
清仓
D
DOMINION ENERGY INC
-$220.1K
0
-100%
减持
RTX
RAYTHEON TECHNOLOGIES CORP
-$219.5K
3,619
-36%
清仓
WPM
WHEATON PRECIOUS METALS CORP
-$219.2K
0
-100%
增持
IEFA
ISHARES TR
+$219.1K
29,290
+4%
减持
DHR
DANAHER CORPORATION
-$215.2K
2,017
-26%
建仓
DRI
DARDEN RESTAURANTS INC
+$214.4K
1,382
建仓
IWN
ISHARES TR
+$205.7K
1,501
建仓
EMXF
ISHARES TR
+$205.4K
5,860
清仓
DE
DEERE & CO
-$203.3K
0
-100%
建仓
DFUS
DIMENSIONAL ETF TRUST
+$201.5K
4,536
清仓
SDY
SPDR SER TR
-$200.2K
0
-100%
减持
ROP
ROPER TECHNOLOGIES INC
-$190.7K
838
-35%
增持
SPGI
S&P GLOBAL INC
+$184.9K
1,228
+72%
减持
ESGE
ISHARES INC
-$184.7K
13,767
-33%
减持
SBUX
STARBUCKS CORP
-$174.7K
16,334
-14%
减持
ZTS
ZOETIS INC
-$169.3K
2,340
-39%
减持
QQQ
INVESCO QQQ TR
+$165.3K
5,246
-8%
增持
IWF
ISHARES TR
+$161.1K
5,312
+0%
减持
LGLV
SPDR SER TR
-$154.7K
8,949
-12%
减持
PH
PARKER-HANNIFIN CORP
-$153.2K
1,236
-37%
减持
JPIB
J P MORGAN EXCHANGE TRADED F
-$147.8K
20,358
-16%
增持
—
ETF MANAGERS TR
+$146.5K
31,224
+4%
减持
DSI
ISHARES TR
-$131.3K
28,767
-13%
减持
CCJ
CAMECO CORP
-$126.9K
59,560
-20%
减持
DGRO
ISHARES TR
-$120.9K
47,403
-5%
清仓
—
E2OPEN PARENT HOLDINGS INC
-$119.5K
0
-100%
增持
VKTX
VIKING THERAPEUTICS INC
+$118.2K
15,000
+7%
减持
DIS
DISNEY WALT CO
-$116.8K
3,171
-37%
减持
COST
COSTCO WHSL CORP NEW
+$112.3K
4,400
-3%
减持
DON
WISDOMTREE TR
-$111.8K
77,061
-3%
减持
VGT
VANGUARD WORLD FDS
+$106.6K
1,793
-2%
增持
ALL
ALLSTATE CORP
+$102.6K
3,843
+61%
减持
TSCO
TRACTOR SUPPLY CO
-$101.1K
1,013
-33%
减持
DIAL
COLUMBIA ETF TR I
-$96.8K
30,156
-18%
增持
BA
BOEING CO
+$94.7K
3,402
+3%
增持
UNH
UNITEDHEALTH GROUP INC
+$93.3K
2,154
+24%
减持
GOOG
ALPHABET INC
-$85.0K
2,800
-34%
增持
NFLX
NETFLIX INC
+$79.0K
844
+17%
增持
PSK
SPDR SER TR
+$77.4K
12,899
+17%
减持
DFAS
DIMENSIONAL ETF TRUST
-$77.2K
32,861
-7%
减持
VHT
VANGUARD WORLD FDS
-$75.6K
2,632
-7%
增持
JNJ
JOHNSON & JOHNSON
+$61.6K
9,911
+19%
增持
HD
HOME DEPOT INC
+$59.9K
3,750
+13%
增持
AGG
ISHARES TR
+$57.6K
4,511
+12%
减持
FISV
FISERV INC
+$53.7K
7,501
-5%
减持
IJR
ISHARES TR
-$50.7K
4,754
-12%
增持
IWM
ISHARES TR
+$46.1K
2,229
+11%
减持
VYM
VANGUARD WHITEHALL FDS
-$43.9K
12,195
-1%
减持
ORCL
ORACLE CORP
-$43.7K
3,624
-22%
减持
VOO
VANGUARD INDEX FDS
-$42.8K
1,779
-12%
减持
AMP
AMERIPRISE FINL INC
-$41.4K
1,016
-10%
减持
SPHD
INVESCO EXCH TRADED FD TR II
-$40.7K
11,615
-4%
减持
PEP
PEPSICO INC
-$40.3K
1,893
-11%
减持
VONG
VANGUARD SCOTTSDALE FDS
-$35.6K
6,764
-19%
减持
MA
MASTERCARD INCORPORATED
-$34.4K
758
-15%
减持
BSV
VANGUARD BD INDEX FDS
-$34.2K
3,127
-14%
增持
EMNT
PIMCO ETF TR
+$34.2K
2,926
+13%
减持
SPYD
SPDR SER TR
-$33.2K
18,525
-1%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$30.7K
1,379
-8%
减持
IJH
ISHARES TR
-$30.6K
3,642
-6%
增持
IVW
ISHARES TR
+$29.2K
5,398
+0%
增持
XLV
SELECT SECTOR SPDR TR
-$29.0K
5,507
+1%
减持
EFA
ISHARES TR
+$26.7K
4,807
-0%
减持
VYMI
VANGUARD WHITEHALL FDS
-$25.5K
4,300
-12%
减持
MCD
MCDONALDS CORP
+$23.9K
1,884
-1%
减持
HDV
ISHARES TR
-$22.0K
4,971
-2%
减持
VDC
VANGUARD WORLD FDS
-$21.7K
1,162
-10%
减持
NUDM
NUSHARES ETF TR
+$20.3K
10,797
-2%
