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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
23Q3 调仓
2023-06-30 → 2023-09-30 · 共 147 项
建仓 8
增持 58
减持 68
清仓 13
方向
标的
Δ市值
现股数(环比)
建仓
CASH
PATHWARD FINANCIAL INC
+$10.2M
0
建仓
SPYM
SPDR SER TR
+$8.8M
179,303
建仓
DBEF
DBX ETF TR
+$7.1M
207,715
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
SPSM
SPDR SER TR
+$6.7M
192,328
清仓
VNQ
VANGUARD INDEX FDS
-$4.7M
0
-100%
减持
VEA
VANGUARD TAX-MANAGED FDS
-$3.2M
310,349
-12%
增持
SPEM
SPDR INDEX SHS FDS
+$2.4M
256,224
+50%
减持
VUG
VANGUARD INDEX FDS
-$2.3M
51,760
-9%
清仓
QQQ
INVESCO QQQ TR
-$2.2M
0
-100%
减持
DFAC
DIMENSIONAL ETF TRUST
-$1.9M
457,111
-8%
减持
VBK
VANGUARD INDEX FDS
-$1.9M
3,514
-69%
减持
MUB
ISHARES TR
-$1.9M
46,406
-24%
减持
VO
VANGUARD INDEX FDS
-$1.7M
25,977
-16%
减持
VWO
VANGUARD INTL EQUITY INDEX F
-$999.5K
42,674
-34%
减持
SPDW
SPDR INDEX SHS FDS
-$958.6K
142,253
-11%
减持
BND
VANGUARD BD INDEX FDS
-$700.2K
26,169
-24%
增持
VOTE
ENGINE NO 1 ETF TRUST
+$645.1K
60,935
+35%
减持
RSP
INVESCO EXCHANGE TRADED FD T
-$636.6K
8,804
-28%
减持
VB
VANGUARD INDEX FDS
-$609.4K
19,564
-5%
增持
CCJ
CAMECO CORP
+$550.9K
47,467
+7%
减持
QUAL
ISHARES TR
-$450.0K
15,944
-15%
减持
HEFA
ISHARES TR
-$444.7K
9,310
-60%
清仓
AGG
ISHARES TR
-$441.9K
0
-100%
建仓
—
JOHNSON CTLS INTL PLC
+$379.1K
7,734
增持
MPC
MARATHON PETE CORP
+$349.5K
6,998
+15%
减持
NVDA
NVIDIA CORPORATION
-$347.3K
7,229
-7%
减持
IJH
ISHARES TR
-$346.4K
2,821
-27%
减持
DFAS
DIMENSIONAL ETF TRUST
-$338.2K
24,047
-14%
清仓
SCHE
SCHWAB STRATEGIC TR
-$334.6K
0
-100%
减持
IVV
ISHARES TR
-$325.7K
1,277
-34%
减持
TSLA
TESLA INC
-$323.4K
4,019
-7%
增持
AAPL
APPLE INC
+$314.7K
107,350
+16%
减持
DSI
ISHARES TR
-$289.1K
25,502
-7%
增持
HAL
HALLIBURTON CO
+$284.3K
24,744
+18%
增持
GOOGL
ALPHABET INC
+$266.5K
22,020
+7%
减持
FISV
FISERV INC
-$263.2K
5,274
-23%
减持
DON
WISDOMTREE TR
-$261.1K
72,540
-2%
减持
HDV
ISHARES TR
-$259.7K
2,527
-49%
减持
VIG
VANGUARD SPECIALIZED FUNDS
-$259.5K
23,234
-1%
清仓
VKTX
VIKING THERAPEUTICS INC
-$243.2K
0
-100%
清仓
BSV
VANGUARD BD INDEX FDS
-$242.7K
0
-100%
清仓
PH
PARKER-HANNIFIN CORP
-$237.1K
0
-100%
清仓
RTX
RAYTHEON TECHNOLOGIES CORP
-$234.1K
0
-100%
增持
—
CHUBB LIMITED
+$231.6K
4,398
+19%
建仓
PPL
PPL CORP
+$230.8K
9,393
增持
V
VISA INC
+$230.7K
6,939
+18%
增持
DVN
DEVON ENERGY CORP NEW
+$230.6K
23,477
+32%
清仓
IAU
ISHARES GOLD TR
-$227.8K
0
-100%
清仓
EFAX
SPDR INDEX SHS FDS
-$225.6K
0
-100%
建仓
PFF
ISHARES TR
+$220.1K
7,700
清仓
RJF
RAYMOND JAMES FINL INC
-$213.9K
0
-100%
建仓
NVO
NOVO-NORDISK A S
+$213.6K
2,212
清仓
VONE
VANGUARD SCOTTSDALE FDS
-$210.0K
0
-100%
清仓
IYT
ISHARES TR
-$208.5K
0
-100%
减持
IEFA
ISHARES TR
-$208.1K
28,317
-3%
减持
DGRO
ISHARES TR
-$208.0K
45,852
-2%
减持
JPIB
J P MORGAN EXCHANGE TRADED F
-$200.8K
10,621
-27%
增持
META
META PLATFORMS INC
+$189.6K
2,385
+29%
增持
—
EATON CORP PLC
+$184.4K
6,027
+13%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$184.2K
20,579
-3%
减持
SGOL
ABRDN GOLD ETF TRUST
-$182.1K
25,556
-30%
增持
CSCO
CISCO SYS INC
+$177.9K
22,392
+17%
增持
ICE
INTERCONTINENTAL EXCHANGE IN
+$176.4K
8,507
+30%
增持
VOO
VANGUARD INDEX FDS
+$171.0K
2,187
+33%
增持
CME
CME GROUP INC
+$170.4K
3,031
+18%
减持
ICF
ISHARES TR
-$164.8K
6,923
-23%
增持
UNH
UNITEDHEALTH GROUP INC
+$163.6K
2,646
+1%
增持
WMT
WALMART INC
+$161.9K
7,841
+10%
增持
ALL
ALLSTATE CORP
+$159.8K
4,836
+15%
减持
XLK
SELECT SECTOR SPDR TR
-$159.8K
15,780
-0%
增持
AMZN
AMAZON COM INC
+$155.6K
25,134
+3%
减持
DIAL
COLUMBIA ETF TR I
-$149.3K
18,325
-29%
增持
MSI
MOTOROLA SOLUTIONS INC
+$143.6K
4,259
+20%
增持
—
STERIS PLC
+$140.6K
3,391
+34%
增持
—
TRANE TECHNOLOGIES PLC
+$137.5K
5,610
+15%
减持
SBUX
STARBUCKS CORP
-$134.5K
15,279
-2%
增持
TJX
TJX COS INC NEW
+$130.0K
9,455
+14%
增持
LHX
L3HARRIS TECHNOLOGIES INC
+$118.5K
4,199
+29%
增持
—
ETF MANAGERS TR
-$118.3K
40,431
+6%
减持
LGLV
SPDR SER TR
-$117.9K
8,303
-4%
减持
IWF
ISHARES TR
-$110.3K
5,025
-3%
减持
FCX
FREEPORT-MCMORAN INC
-$108.0K
10,817
-9%
增持
—
PIONEER NAT RES CO
+$105.1K
2,657
+4%
减持
SPYD
SPDR SER TR
-$99.7K
17,300
-6%
减持
PG
PROCTER AND GAMBLE CO
-$98.8K
3,901
-13%
增持
SCHD
SCHWAB STRATEGIC TR
-$96.9K
297,460
+6%
减持
DHR
DANAHER CORPORATION
-$96.0K
1,495
-6%
增持
VTI
VANGUARD INDEX FDS
+$95.4K
9,733
+12%
减持
ESGD
ISHARES TR
-$95.4K
14,452
-1%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$92.5K
1,086
-2%
增持
MSFT
MICROSOFT CORP
-$91.9K
72,388
+0%
增持
CMCSA
COMCAST CORP NEW
+$89.0K
19,319
+13%
增持
CRM
SALESFORCE INC
+$87.1K
4,108
+18%
减持
XLI
SELECT SECTOR SPDR TR
-$85.5K
7,151
-3%
增持
DRI
DARDEN RESTAURANTS INC
+$85.5K
3,311
+40%
减持
ROP
ROPER TECHNOLOGIES INC
-$82.8K
418
-30%
增持
MRK
MERCK & CO INC
+$77.3K
12,950
+19%
增持
JPM
JPMORGAN CHASE & CO
+$73.7K
11,101
+10%
减持
EFA
ISHARES TR
-$72.7K
3,171
-19%
减持
IVW
ISHARES TR
-$72.6K
5,311
-12%
减持
IWP
ISHARES TR
-$67.8K
5,087
-3%
减持
MCD
MCDONALDS CORP
-$67.0K
1,836
-0%
减持
IJR
ISHARES TR
-$67.0K
5,003
-3%
减持
UNP
UNION PAC CORP
-$66.0K
2,760
-12%
增持
VHT
VANGUARD WORLD FDS
+$63.4K
3,349
+18%
增持
SPGI
S&P GLOBAL INC
+$61.4K
1,786
+27%
减持
IWM
ISHARES TR
-$57.5K
2,165
-2%
减持
COST
COSTCO WHSL CORP NEW
+$57.0K
4,474
-0%
减持
BA
BOEING CO
-$53.7K
1,860
-2%
减持
SPHD
INVESCO EXCH TRADED FD TR II
-$52.8K
10,865
-4%
增持
JNJ
JOHNSON & JOHNSON
-$47.5K
10,483
+8%
减持
NUDM
NUSHARES ETF TR
-$47.0K
9,452
-7%
增持
ADP
AUTOMATIC DATA PROCESSING IN
+$45.9K
3,534
+7%
减持
PSK
SPDR SER TR
-$45.2K
15,857
-0%
减持
EEM
ISHARES TR
-$44.4K
10,121
-4%
减持
XLV
SELECT SECTOR SPDR TR
-$42.0K
4,738
-1%
增持
PEP
PEPSICO INC
-$41.9K
1,936
+0%
增持
—
HESS CORP
+$39.4K
4,145
+1%
减持
NFLX
NETFLIX INC
-$37.3K
821
-4%
增持
EL
LAUDER ESTEE COS INC
-$37.0K
2,453
+36%
减持
SPYV
SPDR SER TR
-$36.2K
10,690
-2%
增持
VGT
VANGUARD WORLD FDS
+$36.1K
2,013
+13%
增持
RAFE
PIMCO EQUITY SER
+$35.1K
11,810
+19%
减持
EXPD
EXPEDITORS INTL WASH INC
-$34.9K
2,224
-3%
减持
BAC
BANK AMERICA CORP
-$34.0K
11,937
-2%
减持
PEY
INVESCO EXCHANGE TRADED FD T
-$32.1K
13,600
-7%
增持
BBY
BEST BUY INC
+$31.3K
4,915
+36%
减持
ESGE
ISHARES INC
-$31.2K
12,090
-1%
减持
AMP
AMERIPRISE FINL INC
-$29.9K
964
-4%
减持
EMNT
PIMCO ETF TR
-$28.4K
2,895
-9%
增持
HD
HOME DEPOT INC
+$27.1K
4,377
+12%
增持
IQV
IQVIA HLDGS INC
+$26.9K
4,958
+28%
减持
—
SSGA ACTIVE TR
-$25.7K
10,124
-3%
增持
CVX
CHEVRON CORP NEW
-$24.1K
2,873
+2%
减持
KO
COCA COLA CO
-$23.2K
4,530
-2%
增持
AMAT
APPLIED MATLS INC
-$23.0K
2,476
+2%
增持
KEYS
KEYSIGHT TECHNOLOGIES INC
+$21.4K
7,325
+41%
增持
—
NXP SEMICONDUCTORS N V
-$20.9K
5,719
+16%
减持
MA
MASTERCARD INCORPORATED
-$19.5K
897
-1%
增持
VZ
VERIZON COMMUNICATIONS INC
-$14.4K
15,690
+3%
增持
EW
EDWARDS LIFESCIENCES CORP
+$14.3K
12,517
+51%
增持
EMXF
ISHARES TR
-$11.8K
6,052
+1%
增持
AVGO
BROADCOM INC
-$11.3K
1,798
+2%
减持
GOOG
ALPHABET INC
+$10.3K
2,640
-0%
增持
VYMI
VANGUARD WHITEHALL FDS
+$10.1K
4,800
+9%
增持
—
MEDTRONIC PLC
-$9.6K
9,019
+23%
增持
—
EXXON MOBIL CORP
-$6.3K
5,262
+0%