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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
24Q1 调仓
2023-12-31 → 2024-03-31 · 共 133 项
建仓 13
增持 26
减持 86
清仓 8
方向
标的
Δ市值
现股数(环比)
建仓
CASH
PATHWARD FINANCIAL INC
+$10.5M
0
增持
SPYM
SPDR SER TR
+$10.2M
408,862
+53%
增持
MSFT
MICROSOFT CORP
+$4.8M
76,336
+5%
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
NVDA
NVIDIA CORPORATION
+$3.2M
7,743
+1%
减持
DFAC
DIMENSIONAL ETF TRUST
-$2.7M
313,582
-28%
减持
AAPL
APPLE INC
-$2.7M
105,773
-2%
建仓
SPYG
SPDR SER TR
+$2.3M
31,997
建仓
ETHO
AMPLIFY ETF TR
+$2.3M
39,032
减持
VEA
VANGUARD TAX-MANAGED FDS
-$2.3M
216,360
-21%
建仓
SPMD
SPDR SER TR
+$2.2M
42,156
增持
DBEF
DBX ETF TR
+$2.2M
285,967
+11%
清仓
—
ETF MANAGERS TR
-$2.1M
0
-100%
增持
EFA
ISHARES TR
+$2.1M
29,946
+637%
建仓
IWR
ISHARES TR
+$2.0M
24,061
建仓
VTWO
VANGUARD SCOTTSDALE FDS
+$1.6M
18,753
增持
QQQ
INVESCO QQQ TR
+$1.5M
16,501
+15%
减持
VUG
VANGUARD INDEX FDS
+$1.3M
49,923
-2%
增持
VOTE
TCW TRANSFORM ETF TRUST
+$1.2M
86,827
+18%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$1.2M
20,081
-2%
减持
SPEM
SPDR INDEX SHS FDS
-$1.0M
202,104
-14%
减持
MUB
ISHARES TR
-$1.0M
37,926
-19%
减持
SPSM
SPDR SER TR
-$806.6K
251,517
-9%
增持
AMZN
AMAZON COM INC
+$800.0K
26,431
+1%
减持
VO
VANGUARD INDEX FDS
-$789.4K
17,905
-21%
建仓
—
SUMMIT MATLS INC
+$510.2K
11,447
增持
AVGO
BROADCOM INC
+$477.3K
2,026
+2%
增持
META
META PLATFORMS INC
+$415.8K
2,777
+5%
清仓
ADP
AUTOMATIC DATA PROCESSING IN
-$382.1K
0
-100%
增持
JPM
JPMORGAN CHASE & CO
+$380.5K
11,586
+2%
减持
UNH
UNITEDHEALTH GROUP INC
-$367.0K
2,172
-21%
减持
SPDW
SPDR INDEX SHS FDS
-$364.6K
127,724
-12%
清仓
JPIB
J P MORGAN EXCHANGE TRADED F
-$349.9K
0
-100%
清仓
—
PIONEER NAT RES CO
-$346.5K
0
-100%
清仓
ICF
ISHARES TR
-$336.3K
0
-100%
减持
—
EATON CORP PLC
+$335.8K
5,863
-6%
减持
HD
HOME DEPOT INC
-$325.8K
3,393
-28%
增持
GOOGL
ALPHABET INC
+$321.0K
24,037
+2%
减持
COST
COSTCO WHSL CORP NEW
+$317.5K
4,531
-0%
减持
TSLA
TESLA INC
-$308.3K
3,927
-2%
减持
DRI
DARDEN RESTAURANTS INC
-$305.9K
2,248
-46%
清仓
EL
LAUDER ESTEE COS INC
-$301.9K
0
-100%
减持
TJX
TJX COS INC NEW
-$298.2K
6,507
-36%
建仓
SDY
SPDR SER TR
+$295.3K
2,250
减持
JNJ
JOHNSON & JOHNSON
-$285.0K
8,380
-18%
减持
AMD
ADVANCED MICRO DEVICES INC
+$282.2K
9,298
-2%
减持
MPC
MARATHON PETE CORP
+$278.5K
7,732
-10%
减持
—
TRANE TECHNOLOGIES PLC
+$277.4K
6,218
-5%
减持
SBUX
STARBUCKS CORP
-$252.6K
13,051
-13%
减持
DVN
DEVON ENERGY CORP NEW
-$251.2K
10,183
-39%
建仓
ABBV
ABBVIE INC
+$250.1K
1,373
减持
DSI
ISHARES TR
+$239.0K
25,372
-0%
清仓
ZTS
ZOETIS INC
-$238.4K
0
-100%
建仓
LLY
ELI LILLY & CO
+$232.6K
299
减持
QUAL
ISHARES TR
+$231.8K
15,202
-1%
减持
VWO
VANGUARD INTL EQUITY INDEX F
-$230.9K
40,480
-13%
减持
SCHD
SCHWAB STRATEGIC TR
+$228.9K
279,023
-5%
减持
V
VISA INC
-$220.0K
5,809
-18%
增持
PFF
ISHARES TR
+$218.5K
16,650
+63%
增持
IWF
ISHARES TR
+$216.0K
5,014
+3%
建仓
WFC
WELLS FARGO CO NEW
+$213.0K
3,675
建仓
LOW
LOWES COS INC
+$212.2K
833
减持
VB
VANGUARD INDEX FDS
-$206.2K
15,889
-12%
建仓
SUSA
ISHARES TR
+$200.9K
1,840
减持
VTI
VANGUARD INDEX FDS
+$197.1K
9,441
-1%
增持
VHT
VANGUARD WORLD FD
+$186.1K
4,079
+11%
减持
BBY
BEST BUY INC
-$185.7K
2,839
-47%
减持
LHX
L3HARRIS TECHNOLOGIES INC
-$182.6K
3,312
-21%
减持
MRK
MERCK & CO INC
+$174.2K
11,282
-6%
减持
APD
AIR PRODS & CHEMS INC
-$164.8K
1,345
-25%
增持
CRM
SALESFORCE INC
+$161.3K
4,205
+0%
增持
VOO
VANGUARD INDEX FDS
+$159.1K
2,191
+7%
减持
BND
VANGUARD BD INDEX FDS
-$158.0K
21,181
-8%
减持
CMCSA
COMCAST CORP NEW
-$156.2K
17,087
-16%
增持
WMT
WALMART INC
+$153.0K
24,036
+193%
减持
HAL
HALLIBURTON CO
-$149.0K
17,441
-25%
减持
XLK
SELECT SECTOR SPDR TR
+$145.0K
15,280
-3%
增持
FANG
DIAMONDBACK ENERGY INC
+$143.9K
2,025
+22%
减持
SPGI
S&P GLOBAL INC
-$128.3K
1,644
-13%
减持
DGRO
ISHARES TR
+$124.0K
42,553
-2%
减持
VTV
VANGUARD INDEX FDS
-$122.3K
1,389
-40%
减持
CSCO
CISCO SYS INC
-$120.8K
20,155
-10%
减持
FISV
FISERV INC
+$116.3K
6,001
-5%
清仓
PGX
INVESCO EXCH TRADED FD TR II
-$115.8K
0
-100%
减持
DFAS
DIMENSIONAL ETF TRUST
-$104.6K
19,271
-12%
增持
—
EXXON MOBIL CORP
+$104.5K
5,435
+3%
增持
BA
BOEING CO
-$96.9K
2,010
+8%
减持
IEFA
ISHARES TR
+$94.7K
27,952
-1%
减持
RSP
INVESCO EXCHANGE TRADED FD T
+$89.1K
9,286
-1%
减持
NFLX
NETFLIX INC
+$86.7K
801
-2%
减持
—
NXP SEMICONDUCTORS N V
+$83.1K
5,749
-2%
减持
—
MEDTRONIC PLC
-$82.0K
7,823
-16%
减持
ALL
ALLSTATE CORP
+$76.1K
4,567
-10%
增持
IJH
ISHARES TR
+$74.9K
14,105
+400%
减持
VGT
VANGUARD WORLD FD
+$74.8K
1,998
-1%
减持
DHR
DANAHER CORPORATION
-$74.5K
1,345
-24%
增持
IVV
ISHARES TR
+$69.3K
1,292
+1%
减持
—
CHUBB LIMITED
-$68.5K
3,702
-19%
减持
CME
CME GROUP INC
-$59.5K
2,625
-11%
增持
GOOG
ALPHABET INC
+$58.7K
2,829
+7%
增持
CVX
CHEVRON CORP NEW
+$58.1K
3,158
+7%
减持
UNP
UNION PAC CORP
-$55.9K
2,791
-8%
减持
BAC
BANK AMERICA CORP
-$54.9K
10,479
-22%
减持
AMP
AMERIPRISE FINL INC
+$54.1K
1,047
-2%
减持
MSI
MOTOROLA SOLUTIONS INC
+$53.0K
3,979
-8%
减持
EW
EDWARDS LIFESCIENCES CORP
+$52.8K
9,339
-15%
减持
IWD
ISHARES TR
+$51.0K
5,191
-2%
减持
DON
WISDOMTREE TR
+$49.5K
68,017
-5%
减持
PG
PROCTER AND GAMBLE CO
+$49.0K
3,943
-2%
减持
—
STERIS PLC
-$42.7K
3,306
-8%
减持
DIAL
COLUMBIA ETF TR I
-$37.4K
14,302
-11%
减持
LGLV
SPDR SER TR
+$30.9K
7,254
-4%
减持
MCD
MCDONALDS CORP
-$30.5K
1,854
-1%
增持
SPHD
INVESCO EXCH TRADED FD TR II
+$30.0K
9,765
+3%
减持
XLV
SELECT SECTOR SPDR TR
+$28.9K
4,515
-3%
减持
SPYV
SPDR SER TR
+$26.8K
10,485
-2%
减持
RAFE
PIMCO EQUITY SER
+$23.5K
8,485
-1%
减持
ESGE
ISHARES INC
-$20.7K
11,168
-6%
减持
VBK
VANGUARD INDEX FDS
+$20.5K
1,536
-2%
减持
MA
MASTERCARD INCORPORATED
+$19.8K
747
-6%
减持
IQV
IQVIA HLDGS INC
+$16.1K
4,719
-7%
减持
SPYD
SPDR SER TR
+$13.9K
14,925
-1%
减持
ICE
INTERCONTINENTAL EXCHANGE IN
-$13.8K
8,026
-8%
减持
NUDM
NUSHARES ETF TR
+$13.6K
9,387
-1%
减持
FCX
FREEPORT-MCMORAN INC
+$13.3K
10,712
-7%
减持
ESGD
ISHARES TR
+$13.3K
13,581
-4%
减持
IWP
ISHARES TR
+$12.0K
4,411
-6%
减持
PSK
SPDR SER TR
+$10.5K
15,222
-2%
减持
ROP
ROPER TECHNOLOGIES INC
-$10.3K
453
-7%
减持
IWM
ISHARES TR
+$9.5K
2,059
-2%
减持
—
JOHNSON CTLS INTL PLC
-$9.3K
8,612
-13%
减持
EEM
ISHARES TR
+$8.3K
10,018
-0%
减持
PEP
PEPSICO INC
+$4.4K
1,942
-2%
减持
VZ
VERIZON COMMUNICATIONS INC
+$2.2K
12,273
-10%
