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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
23Q2 调仓
2023-03-31 → 2023-06-30 · 共 147 项
建仓 4
增持 67
减持 64
清仓 12
方向
标的
Δ市值
现股数(环比)
增持
VUG
VANGUARD INDEX FDS
+$4.4M
57,036
+22%
增持
SCHD
SCHWAB STRATEGIC TR
+$4.0M
280,116
+25%
减持
MSFT
MICROSOFT CORP
+$2.9M
72,141
-4%
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
+$2.5M
498,080
+15%
减持
AAPL
APPLE INC
+$2.5M
92,887
-2%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$1.7M
353,130
+9%
增持
VO
VANGUARD INDEX FDS
+$1.5M
31,103
+24%
减持
RSP
INVESCO EXCHANGE TRADED FD T
-$1.5M
12,246
-47%
减持
BND
VANGUARD BD INDEX FDS
-$1.3M
34,303
-34%
增持
SPEM
SPDR INDEX SHS FDS
+$1.2M
171,159
+25%
增持
VBK
VANGUARD INDEX FDS
+$952.4K
11,407
+48%
增持
VB
VANGUARD INDEX FDS
+$861.7K
20,578
+21%
减持
NVDA
NVIDIA CORPORATION
+$758.2K
7,790
-15%
增持
VOTE
ENGINE NO 1 ETF TRUST
+$699.5K
45,033
+32%
增持
AVGO
BROADCOM INC
+$640.7K
1,757
+28%
减持
AMZN
AMAZON COM INC
+$589.2K
24,467
-3%
减持
QUAL
ISHARES TR
-$584.2K
18,686
-25%
增持
QQQ
INVESCO QQQ TR
+$547.3K
6,039
+15%
增持
MSI
MOTOROLA SOLUTIONS INC
+$473.2K
3,554
+79%
增持
—
EATON CORP PLC
+$457.3K
5,314
+49%
减持
MUB
ISHARES TR
-$440.5K
61,265
-5%
增持
—
NXP SEMICONDUCTORS N V
+$432.5K
4,920
+60%
增持
—
ETF MANAGERS TR
+$393.5K
37,980
+22%
清仓
ZTS
ZOETIS INC
-$389.5K
0
-100%
减持
—
HESS CORP
-$388.4K
4,113
-43%
增持
—
TRANE TECHNOLOGIES PLC
+$386.1K
4,863
+64%
清仓
VCSH
VANGUARD SCOTTSDALE FDS
-$372.6K
0
-100%
增持
V
VISA INC
+$366.0K
5,898
+29%
增持
MRK
MERCK & CO INC
+$360.6K
10,856
+29%
清仓
APH
AMPHENOL CORP NEW
-$354.2K
0
-100%
增持
DVN
DEVON ENERGY CORP NEW
+$347.9K
17,848
+75%
清仓
NEE
NEXTERA ENERGY INC
-$335.2K
0
-100%
增持
JPM
JPMORGAN CHASE & CO
+$334.1K
10,107
+16%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$333.6K
21,139
-5%
减持
IVV
ISHARES TR
-$333.4K
1,934
-33%
增持
KEYS
KEYSIGHT TECHNOLOGIES INC
+$329.4K
5,211
+55%
增持
HAL
HALLIBURTON CO
+$327.0K
20,890
+82%
增持
IQV
IQVIA HLDGS INC
+$326.9K
3,869
+42%
减持
SPDW
SPDR INDEX SHS FDS
-$321.9K
160,258
-7%
减持
BA
BOEING CO
-$321.5K
1,900
-44%
清仓
DIS
DISNEY WALT CO
-$317.5K
0
-100%
建仓
BBY
BEST BUY INC
+$297.2K
3,626
增持
—
STERIS PLC
+$297.0K
2,540
+77%
增持
EW
EDWARDS LIFESCIENCES CORP
+$292.1K
8,304
+40%
减持
JPIB
J P MORGAN EXCHANGE TRADED F
-$284.2K
14,589
-28%
减持
FCX
FREEPORT-MCMORAN INC
-$276.3K
11,836
-35%
减持
XLK
SELECT SECTOR SPDR TR
-$275.0K
15,805
-21%
增持
CRM
SALESFORCE INC
+$270.4K
3,493
+49%
增持
TJX
TJX COS INC NEW
+$270.0K
8,287
+50%
增持
ICE
INTERCONTINENTAL EXCHANGE IN
+$265.9K
6,523
+44%
清仓
WFC
WELLS FARGO CO NEW
-$265.0K
0
-100%
清仓
KHC
KRAFT HEINZ CO
-$256.1K
0
-100%
增持
WMT
WALMART INC
+$252.7K
7,122
+21%
清仓
BMRN
BIOMARIN PHARMACEUTICAL INC
-$248.5K
0
-100%
增持
META
META PLATFORMS INC
+$245.3K
1,843
+38%
清仓
TFI
SPDR SER TR
-$244.8K
0
-100%
增持
—
CHUBB LIMITED
+$239.1K
3,699
+52%
清仓
TSCO
TRACTOR SUPPLY CO
-$238.2K
0
-100%
增持
UNP
UNION PAC CORP
+$235.9K
3,123
+56%
增持
UNH
UNITEDHEALTH GROUP INC
+$235.6K
2,608
+21%
增持
—
MEDTRONIC PLC
+$235.3K
7,332
+44%
减持
TSLA
TESLA INC
+$230.2K
4,319
-0%
增持
COST
COSTCO WHSL CORP NEW
+$228.4K
4,485
+2%
清仓
VDC
VANGUARD WORLD FDS
-$225.0K
0
-100%
增持
ADP
AUTOMATIC DATA PROCESSING IN
+$221.1K
3,300
+46%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$219.3K
1,103
-20%
增持
CSCO
CISCO SYS INC
+$213.9K
19,122
+29%
建仓
RJF
RAYMOND JAMES FINL INC
+$213.9K
2,061
建仓
VONE
VANGUARD SCOTTSDALE FDS
+$210.0K
1,042
建仓
IYT
ISHARES TR
+$208.5K
835
清仓
IWN
ISHARES TR
-$205.7K
0
-100%
增持
CMCSA
COMCAST CORP NEW
+$205.1K
17,057
+28%
减持
DFAS
DIMENSIONAL ETF TRUST
-$203.2K
27,893
-15%
增持
—
PIONEER NAT RES CO
+$193.2K
2,558
+55%
增持
LHX
L3HARRIS TECHNOLOGIES INC
+$183.7K
3,243
+41%
增持
DRI
DARDEN RESTAURANTS INC
+$181.9K
2,372
+72%
减持
PH
PARKER-HANNIFIN CORP
-$178.3K
608
-51%
增持
MPC
MARATHON PETE CORP
+$171.8K
6,080
+53%
减持
BAC
BANK AMERICA CORP
-$171.4K
12,145
-33%
减持
CCJ
CAMECO CORP
-$167.7K
44,397
-25%
增持
CME
CME GROUP INC
+$160.6K
2,572
+56%
减持
SBUX
STARBUCKS CORP
-$157.0K
15,584
-5%
减持
HEFA
ISHARES TR
-$150.7K
23,179
-21%
减持
VNQ
VANGUARD INDEX FDS
-$149.1K
56,201
-4%
增持
SPGI
S&P GLOBAL INC
+$139.1K
1,403
+14%
增持
VZ
VERIZON COMMUNICATIONS INC
+$138.0K
15,207
+38%
减持
PG
PROCTER AND GAMBLE CO
-$131.7K
4,509
-18%
减持
IWF
ISHARES TR
+$129.5K
5,187
-2%
减持
DHR
DANAHER CORPORATION
-$125.3K
1,596
-21%
减持
RTX
RAYTHEON TECHNOLOGIES CORP
-$120.3K
2,390
-34%
减持
ESGD
ISHARES TR
-$116.4K
14,571
-11%
增持
HD
HOME DEPOT INC
+$112.3K
3,924
+5%
减持
GOOGL
ALPHABET INC
+$111.0K
20,599
-9%
增持
IJH
ISHARES TR
+$101.1K
3,871
+6%
增持
ORCL
ORACLE CORP
+$100.9K
3,675
+1%
增持
ICF
ISHARES TR
+$100.3K
9,048
+25%
减持
VGT
VANGUARD WORLD FDS
+$93.7K
1,775
-1%
增持
PSK
SPDR SER TR
+$93.2K
15,873
+23%
减持
DIAL
COLUMBIA ETF TR I
-$86.8K
25,670
-15%
增持
NFLX
NETFLIX INC
+$83.7K
852
+1%
增持
IVW
ISHARES TR
+$82.3K
6,061
+12%
减持
ROP
ROPER TECHNOLOGIES INC
-$82.3K
597
-29%
增持
MA
MASTERCARD INCORPORATED
+$81.7K
908
+20%
减持
VTI
VANGUARD INDEX FDS
+$80.9K
8,703
-3%
减持
XLV
SELECT SECTOR SPDR TR
-$80.8K
4,762
-14%
增持
EL
LAUDER ESTEE COS INC
+$79.0K
1,798
+62%
减持
JNJ
JOHNSON & JOHNSON
+$66.5K
9,682
-2%
减持
IAU
ISHARES GOLD TR
-$66.2K
6,261
-20%
增持
VHT
VANGUARD WORLD FDS
+$65.2K
2,830
+8%
减持
DSI
ISHARES TR
+$63.6K
27,410
-5%
减持
VWO
VANGUARD INTL EQUITY INDEX F
-$60.5K
64,370
-3%
减持
EFA
ISHARES TR
-$58.8K
3,930
-18%
减持
SGOL
ABRDN GOLD ETF TRUST
-$56.4K
36,317
-5%
增持
IJR
ISHARES TR
+$52.0K
5,135
+8%
减持
DGRO
ISHARES TR
+$49.8K
46,952
-1%
减持
ESGE
ISHARES INC
-$47.2K
12,211
-11%
减持
DON
WISDOMTREE TR
-$43.1K
74,075
-4%
减持
XLI
SELECT SECTOR SPDR TR
+$39.6K
7,351
-1%
增持
ALL
ALLSTATE CORP
+$34.0K
4,217
+10%
减持
GOOG
ALPHABET INC
+$29.3K
2,649
-5%
增持
EMNT
PIMCO ETF TR
+$26.6K
3,191
+9%
减持
IWD
ISHARES TR
-$26.0K
5,334
-6%
减持
SPHD
INVESCO EXCH TRADED FD TR II
-$24.5K
11,265
-3%
减持
SPYD
SPDR SER TR
-$23.5K
18,350
-1%
减持
AMP
AMERIPRISE FINL INC
+$21.8K
1,003
-1%
减持
MCD
MCDONALDS CORP
+$21.3K
1,837
-2%
增持
EAGG
ISHARES TR
+$16.8K
7,399
+7%
减持
IWM
ISHARES TR
+$16.0K
2,209
-1%
减持
IEFA
ISHARES TR
+$15.9K
29,244
-0%
增持
RAFE
PIMCO EQUITY SER
+$15.3K
9,908
+0%
减持
FISV
FISERV INC
+$15.3K
6,842
-9%
减持
EEM
ISHARES TR
-$13.6K
10,511
-3%
增持
PEP
PEPSICO INC
+$12.9K
1,933
+2%
减持
—
SSGA ACTIVE TR
-$11.8K
10,487
-3%
增持
VYMI
VANGUARD WHITEHALL FDS
+$11.7K
4,400
+2%
增持
—
EXXON MOBIL CORP
-$11.5K
5,252
+0%
增持
CVX
CHEVRON CORP NEW
-$10.3K
2,814
+1%
减持
NUDM
NUSHARES ETF TR
-$9.4K
10,158
-6%
减持
IWP
ISHARES TR
+$9.4K
5,265
-4%
增持
EMXF
ISHARES TR
+$6.6K
5,973
+2%
增持
KO
COCA COLA CO
-$6.3K
4,635
+1%
减持
LGLV
SPDR SER TR
-$5.8K
8,665
-3%
增持
BSV
VANGUARD BD INDEX FDS
+$3.5K
3,211
+3%
减持
EFAX
SPDR INDEX SHS FDS
+$2.9K
5,991
-0%
减持
SCHE
SCHWAB STRATEGIC TR
-$2.4K
13,584
-1%
减持
VIG
VANGUARD SPECIALIZED FUNDS
-$521
23,497
-5%
减持
VOO
VANGUARD INDEX FDS
+$132
1,643
-8%
