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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
24Q3 调仓
2024-06-30 → 2024-09-30 · 共 148 项
建仓 8
增持 21
减持 101
清仓 18
方向
标的
Δ市值
现股数(环比)
建仓
CASH
PATHWARD FINANCIAL INC
+$9.7M
0
减持
MSFT
MICROSOFT CORP
-$7.5M
62,362
-19%
减持
AAPL
APPLE INC
-$4.9M
73,396
-30%
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。
减持
NVDA
NVIDIA CORPORATION
-$4.5M
44,501
-44%
减持
SPYM
SPDR SER TR
-$4.4M
389,727
-19%
建仓
VV
VANGUARD INDEX FDS
+$3.4M
12,884
减持
GOOGL
ALPHABET INC
-$2.6M
11,777
-52%
减持
VEA
VANGUARD TAX-MANAGED FDS
-$2.2M
140,461
-28%
减持
SPYG
SPDR SER TR
-$2.1M
22,979
-54%
减持
SPSM
SPDR SER TR
-$2.1M
193,952
-26%
减持
AMZN
AMAZON COM INC
-$2.1M
17,107
-37%
减持
SCHD
SCHWAB STRATEGIC TR
+$1.9M
281,725
-0%
减持
IEFA
ISHARES TR
-$1.8M
4,071
-86%
增持
AVGO
BROADCOM INC
-$1.6M
10,235
+382%
建仓
VEU
VANGUARD INTL EQUITY INDEX F
+$1.5M
24,433
减持
CCJ
CAMECO CORP
-$1.4M
27,882
-49%
减持
COST
COSTCO WHSL CORP NEW
-$1.3M
2,838
-37%
减持
VUG
VANGUARD INDEX FDS
-$1.3M
44,064
-9%
减持
SPMD
SPDR SER TR
-$1.2M
22,000
-53%
减持
EFA
ISHARES TR
-$1.2M
15,065
-52%
减持
IWR
ISHARES TR
-$1.1M
12,499
-54%
减持
JPM
JPMORGAN CHASE & CO.
-$1.1M
6,440
-46%
减持
VTWO
VANGUARD SCOTTSDALE FDS
-$1.0M
10,758
-56%
减持
DFAC
DIMENSIONAL ETF TRUST
-$888.6K
236,351
-15%
增持
PFF
ISHARES TR
+$880.4K
45,150
+130%
增持
VOTE
TCW ETF TRUST
+$815.4K
107,173
+7%
增持
VB
VANGUARD INDEX FDS
+$723.4K
19,743
+9%
减持
—
EATON CORP PLC
-$713.4K
2,537
-49%
清仓
IVV
ISHARES TR
-$707.0K
0
-100%
减持
—
TRANE TECHNOLOGIES PLC
-$704.5K
2,570
-50%
减持
—
NXP SEMICONDUCTORS N V
-$672.1K
2,716
-45%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$671.9K
18,976
-4%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$617.4K
24,205
+6%
清仓
BRK/A
BERKSHIRE HATHAWAY INC DEL
-$612.2K
0
-100%
减持
MPC
MARATHON PETE CORP
-$611.8K
3,109
-52%
减持
AMD
ADVANCED MICRO DEVICES INC
-$605.7K
3,721
-50%
减持
MSI
MOTOROLA SOLUTIONS INC
-$488.3K
1,592
-49%
减持
MRK
MERCK & CO INC
-$488.3K
5,340
-40%
减持
DBEF
DBX ETF TR
-$478.3K
294,082
-5%
减持
VO
VANGUARD INDEX FDS
-$446.8K
13,585
-18%
增持
VYM
VANGUARD WHITEHALL FDS
+$440.7K
14,072
+22%
减持
EW
EDWARDS LIFESCIENCES CORP
-$435.7K
3,688
-50%
清仓
HAL
HALLIBURTON CO
-$434.2K
0
-100%
清仓
FANG
DIAMONDBACK ENERGY INC
-$428.4K
0
-100%
减持
SPDW
SPDR INDEX SHS FDS
-$423.0K
106,822
-16%
减持
V
VISA INC
-$419.2K
3,717
-32%
建仓
VNQ
VANGUARD INDEX FDS
+$416.2K
4,272
减持
CRM
SALESFORCE INC
-$406.4K
1,865
-48%
减持
ESGD
ISHARES TR
-$397.1K
7,667
-42%
减持
META
META PLATFORMS INC
-$388.2K
1,324
-42%
清仓
DVN
DEVON ENERGY CORP NEW
-$385.6K
0
-100%
减持
VONG
VANGUARD SCOTTSDALE FDS
-$383.6K
2,600
-62%
清仓
ESGE
ISHARES INC
-$374.4K
0
-100%
清仓
APD
AIR PRODS & CHEMS INC
-$364.1K
0
-100%
减持
ICE
INTERCONTINENTAL EXCHANGE IN
-$359.8K
3,042
-51%
清仓
ISRG
INTUITIVE SURGICAL INC
-$359.0K
0
-100%
减持
TSLA
TESLA INC
+$344.8K
5,427
-0%
减持
WMT
WALMART INC
-$338.2K
13,305
-36%
清仓
DRI
DARDEN RESTAURANTS INC
-$334.4K
0
-100%
减持
IQV
IQVIA HLDGS INC
-$332.0K
1,912
-49%
减持
—
HESS CORP
-$329.9K
2,043
-50%
清仓
SCHF
SCHWAB STRATEGIC TR
-$320.7K
0
-100%
增持
PSK
SPDR SER TR
+$317.4K
26,073
+44%
增持
XLK
SELECT SECTOR SPDR TR
+$317.0K
16,215
+10%
减持
VWO
VANGUARD INTL EQUITY INDEX F
-$310.9K
30,536
-25%
减持
HD
HOME DEPOT INC
-$309.7K
1,866
-40%
清仓
MA
MASTERCARD INCORPORATED
-$296.0K
0
-100%
减持
CMCSA
COMCAST CORP NEW
-$278.4K
5,368
-58%
清仓
EXPD
EXPEDITORS INTL WASH INC
-$277.5K
0
-100%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$274.8K
540
-51%
减持
FISV
FISERV INC
-$273.3K
3,293
-43%
减持
QUAL
ISHARES TR
-$273.0K
12,360
-15%
减持
UNH
UNITEDHEALTH GROUP INC
-$267.5K
997
-40%
增持
SPYV
SPDR SER TR
+$260.2K
14,493
+40%
清仓
PPL
PPL CORP
-$259.7K
0
-100%
增持
ETHO
AMPLIFY ETF TR
+$258.4K
42,936
+5%
减持
—
CHUBB LIMITED
-$256.1K
1,760
-41%
减持
SPGI
S&P GLOBAL INC
-$255.0K
665
-50%
减持
QQQ
INVESCO QQQ TR
-$252.2K
18,896
-4%
减持
DON
WISDOMTREE TR
+$251.0K
65,240
-1%
减持
RSP
INVESCO EXCHANGE TRADED FD T
-$250.7K
5,775
-26%
减持
CSCO
CISCO SYS INC
-$246.8K
9,248
-41%
减持
JNJ
JOHNSON & JOHNSON
-$246.1K
4,927
-31%
减持
ALL
ALLSTATE CORP
-$243.3K
1,891
-50%
清仓
DXCM
DEXCOM INC
-$242.4K
0
-100%
减持
TJX
TJX COS INC NEW
-$237.9K
3,678
-40%
清仓
ROP
ROPER TECHNOLOGIES INC
-$233.9K
0
-100%
减持
LHX
L3HARRIS TECHNOLOGIES INC
-$231.5K
1,455
-43%
建仓
LOW
LOWES COS INC
+$225.6K
833
清仓
VONE
VANGUARD SCOTTSDALE FDS
-$220.2K
0
-100%
清仓
DIAL
COLUMBIA ETF TR I
-$219.5K
0
-100%
清仓
BBY
BEST BUY INC
-$215.2K
0
-100%
减持
—
STERIS PLC
-$207.1K
1,572
-41%
减持
—
JOHNSON CTLS INTL PLC
-$202.7K
3,714
-50%
建仓
IBM
INTERNATIONAL BUSINESS MACHS
+$202.1K
914
增持
LGLV
SPDR SER TR
+$199.5K
7,440
+7%
增持
VTI
VANGUARD INDEX FDS
+$194.7K
9,066
+2%
减持
SBUX
STARBUCKS CORP
+$191.2K
12,142
-5%
减持
SFBC
SOUND FINL BANCORP INC
+$177.2K
17,697
-1%
建仓
PGX
INVESCO EXCH TRADED FD TR II
+$175.4K
14,200
减持
AMP
AMERIPRISE FINL INC
-$173.5K
509
-47%
减持
SPEM
SPDR INDEX SHS FDS
-$172.4K
177,175
-11%
减持
UNP
UNION PAC CORP
-$170.2K
1,017
-45%
减持
CME
CME GROUP INC
-$169.4K
1,172
-46%
减持
BND
VANGUARD BD INDEX FDS
-$159.9K
13,167
-17%
建仓
PGF
INVESCO EXCHANGE TRADED FD T
+$156.6K
10,000
减持
—
MEDTRONIC PLC
-$151.3K
3,359
-42%
增持
SPYD
SPDR SER TR
+$149.7K
14,890
+13%
增持
XLV
SELECT SECTOR SPDR TR
+$142.8K
4,932
+17%
减持
VGT
VANGUARD WORLD FD
-$139.7K
1,142
-19%
减持
DHR
DANAHER CORPORATION
-$126.4K
736
-44%
减持
BA
BOEING CO
-$122.3K
1,566
-21%
减持
IWF
ISHARES TR
-$108.1K
4,507
-9%
增持
VHT
VANGUARD WORLD FD
+$107.5K
3,550
+6%
减持
FCX
FREEPORT-MCMORAN INC
-$104.2K
5,353
-30%
减持
IWM
ISHARES TR
-$103.4K
1,423
-31%
减持
AMAT
APPLIED MATLS INC
-$96.2K
2,416
-2%
减持
IVW
ISHARES TR
-$93.7K
4,154
-22%
减持
XLI
SELECT SECTOR SPDR TR
+$93.7K
7,126
-0%
减持
VZ
VERIZON COMMUNICATIONS INC
-$91.0K
6,133
-31%
增持
SPHD
INVESCO EXCH TRADED FD TR II
+$80.2K
10,165
+4%
减持
GOOG
ALPHABET INC
-$73.4K
2,841
-5%
减持
MCD
MCDONALDS CORP
+$73.4K
1,843
-4%
减持
VOO
VANGUARD INDEX FDS
-$71.0K
1,853
-12%
减持
NVO
NOVO-NORDISK A S
-$69.0K
2,072
-6%
减持
IJR
ISHARES TR
-$68.4K
4,018
-20%
增持
VBK
VANGUARD INDEX FDS
+$65.1K
1,675
+9%
增持
IWP
ISHARES TR
+$64.5K
4,700
+7%
减持
SGOL
ETFS GOLD TR
-$61.1K
13,891
-25%
减持
MUB
ISHARES TR
+$60.1K
34,173
-0%
减持
LLY
ELI LILLY & CO
-$49.2K
250
-16%
减持
WFC
WELLS FARGO CO NEW
-$45.2K
7,350
-5%
增持
ABBV
ABBVIE INC
+$42.4K
1,568
+1%
增持
PEY
INVESCO EXCHANGE TRADED FD T
+$42.1K
14,100
+4%
减持
DSI
ISHARES TR
+$40.9K
24,061
-3%
减持
KO
COCA COLA CO
+$37.4K
4,629
-0%
减持
IJH
ISHARES TR
+$31.2K
13,363
-2%
减持
CVX
CHEVRON CORP NEW
-$30.7K
1,950
-4%
减持
EEM
ISHARES TR
+$29.8K
9,610
-0%
减持
BAC
BANK AMERICA CORP
-$29.3K
7,430
-9%
减持
PG
PROCTER AND GAMBLE CO
-$23.1K
2,731
-9%
减持
RSG
REPUBLIC SVCS INC
-$22.7K
1,030
-13%
增持
EAGG
ISHARES TR
+$17.9K
4,826
+4%
减持
NUDM
NUSHARES ETF TR
-$16.7K
8,200
-13%
减持
DGRO
ISHARES TR
+$16.4K
37,952
-7%
减持
NFLX
NETFLIX INC
+$12.0K
801
-3%
减持
DFAS
DIMENSIONAL ETF TRUST
+$6.3K
17,602
-7%
减持
—
EXXON MOBIL CORP
-$1.4K
5,954
-2%
