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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
24Q2 调仓
2024-03-31 → 2024-06-30 · 共 134 项
建仓 2
增持 37
减持 89
清仓 6
方向
标的
Δ市值
现股数(环比)
清仓
CASH
PATHWARD FINANCIAL INC
-$10.5M
0
增持
SPYM
SPDR SER TR
+$5.5M
479,249
+17%
减持
AAPL
APPLE INC
+$3.8M
104,335
-1%
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
+$2.9M
80,161
+935%
增持
MSFT
MICROSOFT CORP
+$2.2M
76,879
+1%
增持
QQQ
INVESCO QQQ TR
+$2.1M
19,776
+20%
增持
SPYG
SPDR SER TR
+$1.7M
50,191
+57%
减持
VEA
VANGUARD TAX-MANAGED FDS
-$1.2M
194,952
-10%
增持
DBEF
DBX ETF TR
+$1.1M
309,741
+8%
增持
VOTE
TCW ETF TRUST
+$1.1M
100,180
+15%
减持
DFAC
DIMENSIONAL ETF TRUST
-$1.0M
278,941
-11%
减持
VUG
VANGUARD INDEX FDS
+$994.9K
48,604
-3%
增持
GOOGL
ALPHABET INC
+$887.6K
24,790
+3%
增持
AVGO
BROADCOM INC
+$723.1K
2,123
+5%
增持
SCHD
SCHWAB STRATEGIC TR
-$551.7K
282,226
+1%
增持
COST
COSTCO WHSL CORP NEW
+$537.7K
4,538
+0%
清仓
—
SUMMIT MATLS INC
-$510.2K
0
-100%
增持
AMZN
AMAZON COM INC
+$495.3K
27,234
+3%
减持
AMD
ADVANCED MICRO DEVICES INC
-$461.9K
7,498
-19%
增持
CCJ
CAMECO CORP
+$455.6K
55,189
+6%
减持
VO
VANGUARD INDEX FDS
-$442.8K
16,650
-7%
减持
MPC
MARATHON PETE CORP
-$439.7K
6,446
-17%
减持
MUB
ISHARES TR
-$428.7K
34,276
-10%
减持
IQV
IQVIA HLDGS INC
-$408.3K
3,713
-21%
减持
MRK
MERCK & CO INC
-$394.0K
8,842
-22%
减持
BND
VANGUARD BD INDEX FDS
-$389.5K
15,945
-25%
增持
VTWO
VANGUARD SCOTTSDALE FDS
+$387.7K
24,190
+29%
增持
TSLA
TESLA INC
+$384.8K
5,433
+38%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$382.5K
19,818
-1%
减持
CRM
SALESFORCE INC
-$349.6K
3,566
-15%
增持
VB
VANGUARD INDEX FDS
+$327.8K
18,161
+14%
清仓
SDY
SPDR SER TR
-$295.3K
0
-100%
减持
RSP
INVESCO EXCHANGE TRADED FD T
-$287.4K
7,824
-16%
减持
JNJ
JOHNSON & JOHNSON
-$281.1K
7,146
-15%
减持
—
EATON CORP PLC
-$279.0K
4,957
-15%
建仓
GBTC
GRAYSCALE BITCOIN TR BTC
+$278.6K
5,232
减持
CSCO
CISCO SYS INC
-$266.9K
15,554
-23%
减持
UNP
UNION PAC CORP
-$265.5K
1,860
-33%
清仓
PH
PARKER-HANNIFIN CORP
-$259.0K
0
-100%
减持
ICE
INTERCONTINENTAL EXCHANGE IN
-$254.6K
6,198
-23%
减持
HAL
HALLIBURTON CO
-$253.3K
12,854
-26%
增持
WFC
WELLS FARGO CO NEW
+$247.4K
7,753
+111%
建仓
DXCM
DEXCOM INC
+$242.4K
2,138
减持
VGT
VANGUARD WORLD FD
-$238.1K
1,404
-30%
减持
CMCSA
COMCAST CORP NEW
-$238.1K
12,836
-25%
减持
HD
HOME DEPOT INC
-$235.8K
3,096
-9%
减持
DON
WISDOMTREE TR
-$232.5K
65,955
-3%
清仓
MDY
SPDR S&P MIDCAP 400 ETF TR
-$230.3K
0
-100%
减持
—
MEDTRONIC PLC
-$228.1K
5,764
-26%
减持
UNH
UNITEDHEALTH GROUP INC
-$224.0K
1,670
-23%
减持
EW
EDWARDS LIFESCIENCES CORP
-$213.3K
7,352
-21%
清仓
LOW
LOWES COS INC
-$212.2K
0
-100%
减持
VHT
VANGUARD WORLD FD
-$209.2K
3,362
-18%
减持
MSI
MOTOROLA SOLUTIONS INC
-$208.4K
3,119
-22%
减持
META
META PLATFORMS INC
-$202.4K
2,273
-18%
减持
SBUX
STARBUCKS CORP
-$200.2K
12,749
-2%
增持
IWR
ISHARES TR
+$195.7K
27,368
+14%
减持
—
CHUBB LIMITED
-$195.6K
2,994
-19%
减持
ALL
ALLSTATE CORP
-$188.2K
3,770
-17%
减持
CVX
CHEVRON CORP NEW
-$180.3K
2,032
-36%
减持
V
VISA INC
-$180.0K
5,491
-5%
减持
SPEM
SPDR INDEX SHS FDS
+$172.1K
198,731
-2%
增持
SPMD
SPDR SER TR
+$164.2K
47,034
+12%
减持
—
TRANE TECHNOLOGIES PLC
-$163.1K
5,179
-17%
减持
XLK
SELECT SECTOR SPDR TR
+$161.3K
14,780
-3%
减持
—
STERIS PLC
-$154.9K
2,680
-19%
减持
VZ
VERIZON COMMUNICATIONS INC
-$148.5K
8,886
-28%
减持
PG
PROCTER AND GAMBLE CO
-$143.7K
3,008
-24%
减持
SPDW
SPDR INDEX SHS FDS
-$142.3K
126,433
-1%
减持
CME
CME GROUP INC
-$137.1K
2,177
-17%
减持
FCX
FREEPORT-MCMORAN INC
-$132.2K
7,643
-29%
减持
—
HESS CORP
-$129.3K
4,117
-15%
减持
LHX
L3HARRIS TECHNOLOGIES INC
-$128.2K
2,572
-22%
减持
DVN
DEVON ENERGY CORP NEW
-$125.4K
8,134
-20%
减持
SGOL
ETFS GOLD TR
-$124.6K
18,461
-27%
增持
GOOG
ALPHABET INC
+$117.7K
2,990
+6%
减持
VYM
VANGUARD WHITEHALL FDS
-$112.2K
11,495
-6%
减持
IWF
ISHARES TR
+$110.0K
4,938
-2%
减持
DGRO
ISHARES TR
-$107.9K
41,013
-4%
增持
JPM
JPMORGAN CHASE & CO.
+$104.2K
11,989
+3%
减持
SPGI
S&P GLOBAL INC
-$100.9K
1,342
-18%
减持
—
NXP SEMICONDUCTORS N V
-$100.5K
4,920
-14%
减持
FISV
FISERV INC
-$94.2K
5,803
-3%
增持
SPSM
SPDR SER TR
+$85.4K
262,719
+4%
增持
PFF
ISHARES TR
+$83.3K
19,650
+18%
增持
PSK
SPDR SER TR
+$81.6K
18,049
+19%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$81.2K
40,495
+0%
减持
VTI
VANGUARD INDEX FDS
-$81.2K
8,869
-6%
减持
SPYD
SPDR SER TR
-$77.6K
13,175
-12%
减持
BAC
BANK AMERICA CORP
-$73.2K
8,151
-22%
减持
—
JOHNSON CTLS INTL PLC
-$71.6K
7,386
-14%
减持
LGLV
SPDR SER TR
-$70.1K
6,945
-4%
减持
EAGG
ISHARES TR
-$70.0K
4,646
-24%
减持
VYMI
VANGUARD WHITEHALL FDS
-$69.8K
3,800
-21%
增持
NFLX
NETFLIX INC
+$69.6K
824
+3%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$68.8K
1,101
-6%
增持
—
EXXON MOBIL CORP
+$67.6K
6,075
+12%
减持
VIG
VANGUARD SPECIALIZED FUNDS
-$66.2K
22,879
-2%
减持
DFAS
DIMENSIONAL ETF TRUST
-$66.0K
18,897
-2%
减持
MA
MASTERCARD INCORPORATED
-$63.7K
671
-10%
增持
EFA
ISHARES TR
+$63.7K
31,344
+5%
减持
IJH
ISHARES TR
-$55.1K
13,698
-3%
减持
XLV
SELECT SECTOR SPDR TR
-$50.2K
4,232
-6%
减持
AMP
AMERIPRISE FINL INC
-$46.4K
966
-8%
减持
IWD
ISHARES TR
-$43.3K
5,081
-2%
减持
ESGD
ISHARES TR
-$42.8K
13,232
-3%
减持
DRI
DARDEN RESTAURANTS INC
-$41.3K
2,210
-2%
增持
APD
AIR PRODS & CHEMS INC
+$38.3K
1,411
+5%
增持
MCD
MCDONALDS CORP
-$34.9K
1,914
+3%
减持
DIAL
COLUMBIA ETF TR I
-$34.8K
12,439
-13%
减持
WMT
WALMART INC
-$33.7K
20,862
-13%
减持
RAFE
PIMCO EQUITY SER
-$32.5K
7,643
-10%
增持
ETHO
AMPLIFY ETF TR
+$31.0K
40,955
+5%
减持
BA
BOEING CO
-$27.5K
1,980
-1%
增持
FANG
DIAMONDBACK ENERGY INC
+$27.1K
2,140
+6%
减持
PEP
PEPSICO INC
-$24.9K
1,910
-2%
减持
RSG
REPUBLIC SVCS INC
-$21.1K
1,181
-10%
减持
ROP
ROPER TECHNOLOGIES INC
-$20.1K
415
-8%
减持
SPYV
SPDR SER TR
-$19.4K
10,379
-1%
减持
DSI
ISHARES TR
+$19.0K
24,812
-2%
减持
VBK
VANGUARD INDEX FDS
-$17.8K
1,530
-0%
减持
BBY
BEST BUY INC
-$17.7K
2,553
-10%
增持
ABBV
ABBVIE INC
+$17.1K
1,558
+13%
增持
KO
COCA COLA CO
+$16.1K
4,638
+2%
减持
ESGE
ISHARES INC
+$14.5K
11,166
-0%
减持
TJX
TJX COS INC NEW
+$10.2K
6,087
-6%
减持
QUAL
ISHARES TR
-$9.3K
14,577
-4%
减持
VONE
VANGUARD SCOTTSDALE FDS
-$7.6K
895
-6%
减持
DHR
DANAHER CORPORATION
-$4.8K
1,325
-1%
减持
VOO
VANGUARD INDEX FDS
-$4.4K
2,097
-4%
增持
IEFA
ISHARES TR
-$4.1K
28,504
+2%
增持
NUDM
NUSHARES ETF TR
+$968
9,400
+0%
增持
IJR
ISHARES TR
+$854
5,047
+4%
减持
EEM
ISHARES TR
-$575
9,649
-4%
