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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
23Q4 调仓
2023-09-30 → 2023-12-31 · 共 130 项
建仓 12
增持 60
减持 53
清仓 5
方向
标的
Δ市值
现股数(环比)
清仓
CASH
PATHWARD FINANCIAL INC
-$10.2M
0
增持
SPYM
SPDR SER TR
+$6.1M
267,531
+49%
建仓
QQQ
INVESCO QQQ TR
+$5.9M
14,338
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
SPSM
SPDR SER TR
+$4.9M
275,768
+43%
增持
MSFT
MICROSOFT CORP
+$2.9M
72,774
+1%
增持
AAPL
APPLE INC
+$2.5M
108,099
+1%
增持
DBEF
DBX ETF TR
+$2.4M
256,889
+24%
减持
VUG
VANGUARD INDEX FDS
+$2.1M
51,188
-1%
减持
SCHD
SCHWAB STRATEGIC TR
+$2.0M
292,510
-2%
建仓
AMD
ADVANCED MICRO DEVICES INC
+$1.4M
9,470
减持
DFAC
DIMENSIONAL ETF TRUST
+$1.2M
436,055
-5%
增持
VOTE
TCW TRANSFORM ETF TRUST
+$1.1M
73,861
+21%
清仓
KEYS
KEYSIGHT TECHNOLOGIES INC
-$894.0K
0
-100%
增持
NVDA
NVIDIA CORPORATION
+$851.4K
7,672
+6%
增持
AVGO
BROADCOM INC
+$694.7K
1,978
+10%
增持
SPDW
SPDR INDEX SHS FDS
+$686.0K
145,316
+2%
增持
AMZN
AMAZON COM INC
+$622.5K
26,113
+4%
增持
GOOGL
ALPHABET INC
+$574.6K
23,673
+8%
增持
COST
COSTCO WHSL CORP NEW
+$530.4K
4,548
+2%
增持
—
TRANE TECHNOLOGIES PLC
+$521.6K
6,516
+16%
建仓
APD
AIR PRODS & CHEMS INC
+$490.6K
1,792
增持
SFBC
SOUND FINL BANCORP INC
+$488.4K
17,897
+212%
减持
DON
WISDOMTREE TR
+$413.9K
71,518
-1%
增持
MUB
ISHARES TR
+$413.6K
47,058
+1%
增持
JPM
JPMORGAN CHASE & CO
+$396.4K
11,406
+3%
减持
ADP
AUTOMATIC DATA PROCESSING IN
-$389.1K
1,640
-54%
增持
HD
HOME DEPOT INC
+$381.3K
4,696
+7%
增持
—
NXP SEMICONDUCTORS N V
+$355.2K
5,840
+2%
减持
VB
VANGUARD INDEX FDS
+$354.9K
17,992
-8%
建仓
VTV
VANGUARD INDEX FDS
+$348.5K
2,331
减持
DVN
DEVON ENERGY CORP NEW
-$331.1K
16,826
-28%
减持
VBK
VANGUARD INDEX FDS
-$319.6K
1,572
-55%
增持
CCJ
CAMECO CORP
+$306.4K
52,164
+10%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$302.7K
46,759
+10%
减持
DSI
ISHARES TR
+$300.8K
25,467
-0%
减持
—
PIONEER NAT RES CO
-$288.5K
1,541
-42%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$287.8K
9,402
+7%
清仓
EMNT
PIMCO ETF TR
-$284.0K
0
-100%
增持
IQV
IQVIA HLDGS INC
+$280.7K
5,088
+3%
增持
CRM
SALESFORCE INC
+$280.2K
4,200
+2%
清仓
HEFA
ISHARES TR
-$273.8K
0
-100%
建仓
FANG
DIAMONDBACK ENERGY INC
+$257.4K
1,660
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$252.0K
20,401
-1%
增持
—
EATON CORP PLC
+$244.3K
6,218
+3%
减持
VTI
VANGUARD INDEX FDS
+$244.0K
9,513
-2%
增持
FISV
FISERV INC
+$242.8K
6,344
+20%
建仓
ZTS
ZOETIS INC
+$238.4K
1,208
减持
—
ETF MANAGERS TR
+$233.4K
38,451
-5%
建仓
RJF
RAYMOND JAMES FINL INC
+$229.8K
2,061
增持
MPC
MARATHON PETE CORP
+$221.0K
8,624
+23%
建仓
RSG
REPUBLIC SVCS INC
+$215.9K
1,309
建仓
PH
PARKER-HANNIFIN CORP
+$214.7K
466
增持
META
META PLATFORMS INC
+$214.2K
2,635
+10%
减持
IEFA
ISHARES TR
+$214.0K
28,143
-1%
建仓
MDY
SPDR S&P MIDCAP 400 ETF TR
+$210.1K
414
增持
V
VISA INC
+$209.8K
7,072
+2%
建仓
VONE
VANGUARD SCOTTSDALE FDS
+$207.4K
956
增持
SPGI
S&P GLOBAL INC
+$203.9K
1,879
+5%
增持
ICE
INTERCONTINENTAL EXCHANGE IN
+$202.8K
8,696
+2%
清仓
EMXF
ISHARES TR
-$200.1K
0
-100%
增持
DRI
DARDEN RESTAURANTS INC
+$199.8K
4,149
+25%
减持
QUAL
ISHARES TR
+$196.5K
15,405
-3%
增持
—
JOHNSON CTLS INTL PLC
+$192.7K
9,921
+28%
增持
MSI
MOTOROLA SOLUTIONS INC
+$173.5K
4,342
+2%
增持
UNP
UNION PAC CORP
+$169.3K
3,022
+9%
增持
VHT
VANGUARD WORLD FDS
+$161.1K
3,659
+9%
减持
IWF
ISHARES TR
+$156.9K
4,862
-3%
减持
VGT
VANGUARD WORLD FDS
+$151.9K
2,010
-0%
增持
BAC
BANK AMERICA CORP
+$137.8K
13,431
+13%
减持
HAL
HALLIBURTON CO
-$136.9K
23,141
-6%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$135.9K
1,166
+7%
减持
DGRO
ISHARES TR
+$135.1K
43,601
-5%
增持
LHX
L3HARRIS TECHNOLOGIES INC
+$135.0K
4,218
+0%
减持
JPIB
J P MORGAN EXCHANGE TRADED F
-$129.2K
7,321
-31%
增持
—
MEDTRONIC PLC
+$127.4K
9,271
+3%
增持
TJX
TJX COS INC NEW
+$125.5K
10,214
+8%
增持
FCX
FREEPORT-MCMORAN INC
+$125.0K
11,520
+6%
增持
DHR
DANAHER CORPORATION
+$123.3K
1,774
+19%
建仓
PGX
INVESCO EXCH TRADED FD TR II
+$115.8K
10,100
减持
DFAS
DIMENSIONAL ETF TRUST
+$115.6K
21,904
-9%
减持
VO
VANGUARD INDEX FDS
+$109.0K
22,624
-13%
减持
ESGD
ISHARES TR
+$104.7K
14,191
-2%
增持
AMP
AMERIPRISE FINL INC
+$101.7K
1,066
+11%
增持
CMCSA
COMCAST CORP NEW
+$99.2K
20,454
+6%
增持
PFF
ISHARES TR
+$98.1K
10,200
+32%
减持
IWD
ISHARES TR
+$97.8K
5,318
-0%
增持
—
HESS CORP
+$97.2K
4,826
+16%
减持
BND
VANGUARD BD INDEX FDS
-$97.0K
23,064
-12%
增持
ALL
ALLSTATE CORP
+$94.4K
5,101
+5%
增持
EFA
ISHARES TR
+$94.1K
4,065
+28%
增持
BBY
BEST BUY INC
+$90.1K
5,347
+9%
增持
—
CHUBB LIMITED
+$84.0K
4,548
+3%
减持
IJR
ISHARES TR
+$81.7K
4,863
-3%
减持
—
SSGA ACTIVE TR
-$75.0K
6,940
-31%
增持
—
STERIS PLC
+$73.9K
3,575
+5%
增持
MCD
MCDONALDS CORP
+$71.9K
1,865
+2%
减持
IWM
ISHARES TR
+$67.3K
2,110
-3%
增持
ROP
ROPER TECHNOLOGIES INC
+$60.2K
485
+16%
减持
RAFE
PIMCO EQUITY SER
-$57.9K
8,560
-28%
减持
JNJ
JOHNSON & JOHNSON
+$55.6K
10,276
-2%
减持
VOO
VANGUARD INDEX FDS
+$54.0K
2,047
-6%
减持
IWP
ISHARES TR
+$50.4K
4,704
-8%
减持
XLV
SELECT SECTOR SPDR TR
+$48.0K
4,678
-1%
减持
EW
EDWARDS LIFESCIENCES CORP
+$42.1K
11,012
-12%
减持
CSCO
CISCO SYS INC
-$40.5K
22,303
-0%
减持
SPEM
SPDR INDEX SHS FDS
+$38.5K
236,038
-8%
减持
VZ
VERIZON COMMUNICATIONS INC
-$38.4K
13,602
-13%
减持
EAGG
ISHARES TR
-$38.3K
6,089
-18%
减持
SBUX
STARBUCKS CORP
+$36.0K
15,054
-1%
减持
PSK
SPDR SER TR
+$34.3K
15,523
-2%
减持
EEM
ISHARES TR
+$31.8K
10,028
-1%
增持
—
EXXON MOBIL CORP
-$29.7K
5,274
+0%
减持
VEA
VANGUARD TAX-MANAGED FDS
+$26.5K
274,230
-12%
减持
ESGE
ISHARES INC
+$25.6K
11,873
-2%
增持
UNH
UNITEDHEALTH GROUP INC
+$24.4K
2,738
+3%
减持
CME
CME GROUP INC
-$22.4K
2,966
-2%
增持
CVX
CHEVRON CORP NEW
+$21.3K
2,950
+3%
增持
PEP
PEPSICO INC
+$19.3K
1,975
+2%
减持
MRK
MERCK & CO INC
-$15.5K
12,057
-7%
减持
EL
LAUDER ESTEE COS INC
-$14.3K
2,064
-16%
增持
KO
COCA COLA CO
+$13.0K
4,563
+1%
减持
SPYD
SPDR SER TR
+$13.0K
15,150
-12%
减持
SGOL
ABRDN GOLD ETF TRUST
+$12.0K
25,179
-1%
增持
WMT
WALMART INC
+$11.9K
8,203
+5%
减持
DIAL
COLUMBIA ETF TR I
-$11.0K
16,160
-12%
减持
SPHD
INVESCO EXCH TRADED FD TR II
-$9.4K
9,515
-12%
增持
PG
PROCTER AND GAMBLE CO
+$5.4K
4,031
+3%
减持
MA
MASTERCARD INCORPORATED
+$2.3K
797
-11%
减持
LGLV
SPDR SER TR
-$1.6K
7,578
-9%
减持
ICF
ISHARES TR
-$1.6K
5,727
-17%
