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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
24Q4 调仓
2024-09-30 → 2024-12-31 · 共 131 项
建仓 4
增持 19
减持 69
清仓 39
方向
标的
Δ市值
现股数(环比)
减持
MSFT
MICROSOFT CORP
-$6.0M
49,540
-21%
减持
NVDA
NVIDIA CORPORATION
-$3.1M
17,176
-61%
减持
VEA
VANGUARD TAX-MANAGED FDS
-$2.7M
99,388
-29%
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
DIVO
AMPLIFY ETF TR
+$1.8M
44,445
减持
SPYM
SPDR SER TR
-$1.5M
359,871
-8%
减持
SPEM
SPDR INDEX SHS FDS
-$1.5M
151,762
-14%
减持
SPYG
SPDR SER TR
-$1.5M
5,115
-78%
减持
GOOGL
ALPHABET INC
-$1.4M
3,065
-74%
清仓
CCJ
CAMECO CORP
-$1.3M
0
-100%
减持
DFAC
DIMENSIONAL ETF TRUST
-$1.2M
198,474
-16%
减持
AAPL
APPLE INC
-$1.2M
63,347
-14%
减持
AVGO
BROADCOM INC
-$1.1M
2,780
-73%
清仓
IWR
ISHARES TR
-$1.1M
0
-100%
清仓
RSP
INVESCO EXCHANGE TRADED FD T
-$1.0M
0
-100%
减持
SPMD
SPDR SER TR
-$999.5K
3,720
-83%
清仓
VTWO
VANGUARD SCOTTSDALE FDS
-$961.3K
0
-100%
减持
EFA
ISHARES TR
-$933.3K
4,320
-71%
减持
SPSM
SPDR SER TR
-$918.7K
176,049
-9%
减持
TSLA
TESLA INC
-$766.5K
1,618
-70%
增持
VOTE
TCW ETF TRUST
+$760.7K
115,513
+8%
减持
JPM
JPMORGAN CHASE & CO.
-$734.0K
2,603
-60%
减持
QUAL
ISHARES TR
-$730.4K
8,343
-33%
增持
QQQ
INVESCO QQQ TR
+$711.3K
19,432
+3%
清仓
—
NXP SEMICONDUCTORS N V
-$651.9K
0
-100%
减持
—
TRANE TECHNOLOGIES PLC
-$636.0K
983
-62%
清仓
ORCL
ORACLE CORP
-$626.2K
0
-100%
清仓
MRK
MERCK & CO INC
-$606.4K
0
-100%
减持
—
EATON CORP PLC
-$586.3K
767
-70%
清仓
UNH
UNITEDHEALTH GROUP INC
-$582.9K
0
-100%
减持
SPDW
SPDR INDEX SHS FDS
-$578.3K
100,613
-6%
减持
WMT
WALMART INC
-$555.0K
5,748
-57%
清仓
—
CHUBB LIMITED
-$507.6K
0
-100%
清仓
MPC
MARATHON PETE CORP
-$506.5K
0
-100%
清仓
ICE
INTERCONTINENTAL EXCHANGE IN
-$488.7K
0
-100%
减持
MSI
MOTOROLA SOLUTIONS INC
-$458.3K
557
-65%
建仓
NUSC
NUSHARES ETF TR
+$457.6K
10,925
清仓
EEM
ISHARES TR
-$440.7K
0
-100%
清仓
TJX
TJX COS INC NEW
-$432.3K
0
-100%
减持
AMZN
AMAZON COM INC
-$425.2K
12,591
-26%
减持
HD
HOME DEPOT INC
-$424.7K
852
-54%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$424.4K
18,332
-3%
减持
AMD
ADVANCED MICRO DEVICES INC
-$404.7K
1,704
-54%
清仓
—
STERIS PLC
-$381.3K
0
-100%
减持
FISV
FISERV INC
-$381.0K
1,025
-69%
减持
IWF
ISHARES TR
-$376.7K
3,275
-27%
减持
META
META PLATFORMS INC
-$366.8K
668
-50%
减持
COST
COSTCO WHSL CORP NEW
-$366.4K
2,346
-17%
清仓
ALL
ALLSTATE CORP
-$358.6K
0
-100%
增持
SCHD
SCHWAB STRATEGIC TR
+$355.9K
884,707
+214%
减持
VO
VANGUARD INDEX FDS
-$352.2K
12,236
-10%
清仓
SGOL
ETFS GOLD TR
-$349.1K
0
-100%
清仓
LHX
L3HARRIS TECHNOLOGIES INC
-$346.1K
0
-100%
清仓
SPGI
S&P GLOBAL INC
-$343.6K
0
-100%
清仓
TMO
THERMO FISHER SCIENTIFIC INC
-$334.0K
0
-100%
清仓
PEP
PEPSICO INC
-$324.8K
0
-100%
清仓
IEFA
ISHARES TR
-$317.7K
0
-100%
清仓
IWM
ISHARES TR
-$314.3K
0
-100%
清仓
—
MEDTRONIC PLC
-$302.4K
0
-100%
清仓
BAC
BANK AMERICA CORP
-$294.8K
0
-100%
清仓
—
JOHNSON CTLS INTL PLC
-$288.3K
0
-100%
清仓
—
HESS CORP
-$277.4K
0
-100%
清仓
VZ
VERIZON COMMUNICATIONS INC
-$275.4K
0
-100%
建仓
EMXF
ISHARES TR
+$274.8K
7,373
减持
JNJ
JOHNSON & JOHNSON
-$273.6K
3,629
-26%
清仓
FCX
FREEPORT-MCMORAN INC
-$267.2K
0
-100%
清仓
GBTC
GRAYSCALE BITCOIN TR BTC
-$264.2K
0
-100%
减持
VIG
VANGUARD SPECIALIZED FUNDS
-$262.0K
23,143
-4%
清仓
CME
CME GROUP INC
-$258.6K
0
-100%
建仓
CMG
CHIPOTLE MEXICAN GRILL INC
+$253.9K
4,211
减持
IQV
IQVIA HLDGS INC
-$252.8K
1,019
-47%
清仓
VONG
VANGUARD SCOTTSDALE FDS
-$251.0K
0
-100%
清仓
UNP
UNION PAC CORP
-$250.7K
0
-100%
增持
RAFE
PIMCO EQUITY SER
+$249.7K
14,694
+92%
减持
IJR
ISHARES TR
-$249.6K
1,912
-52%
减持
VWO
VANGUARD INTL EQUITY INDEX F
-$248.5K
27,534
-10%
清仓
NVO
NOVO-NORDISK A S
-$246.7K
0
-100%
清仓
EW
EDWARDS LIFESCIENCES CORP
-$243.4K
0
-100%
清仓
AMP
AMERIPRISE FINL INC
-$239.1K
0
-100%
减持
BND
VANGUARD BD INDEX FDS
-$233.7K
10,503
-20%
减持
CSCO
CISCO SYS INC
-$233.5K
4,368
-53%
减持
V
VISA INC
-$229.7K
2,507
-33%
增持
NUDM
NUSHARES ETF TR
+$227.5K
16,749
+104%
增持
XLK
SELECT SECTOR SPDR TR
+$225.9K
16,715
+3%
清仓
CMCSA
COMCAST CORP NEW
-$224.2K
0
-100%
清仓
LLY
ELI LILLY & CO
-$221.5K
0
-100%
清仓
RSG
REPUBLIC SVCS INC
-$206.9K
0
-100%
清仓
DHR
DANAHER CORPORATION
-$204.6K
0
-100%
减持
GOOG
ALPHABET INC
-$200.4K
1,442
-49%
减持
DGRO
ISHARES TR
-$196.8K
35,580
-6%
减持
VUG
VANGUARD INDEX FDS
-$194.2K
40,744
-8%
增持
VB
VANGUARD INDEX FDS
+$186.0K
20,265
+3%
减持
IJH
ISHARES TR
-$179.6K
10,483
-22%
减持
CRM
SALESFORCE INC
-$175.8K
1,001
-46%
减持
SFBC
SOUND FINL BANCORP INC
-$162.5K
14,897
-16%
减持
VHT
VANGUARD WORLD FD
-$155.2K
3,337
-6%
减持
DON
WISDOMTREE TR
-$152.4K
62,455
-4%
减持
MUB
ISHARES TR
-$141.2K
33,515
-2%
增持
VEU
VANGUARD INTL EQUITY INDEX F
-$136.5K
24,434
+0%
增持
DBEF
DBX ETF TR
+$126.7K
301,546
+3%
减持
VNQ
VANGUARD INDEX FDS
-$124.7K
3,272
-23%
增持
—
SSGA ACTIVE TR
+$107.6K
10,786
+55%
减持
AMAT
APPLIED MATLS INC
-$103.4K
2,366
-2%
减持
SBUX
STARBUCKS CORP
-$96.1K
11,919
-2%
减持
PG
PROCTER AND GAMBLE CO
-$81.7K
2,333
-15%
减持
ESGD
ISHARES TR
-$80.6K
7,417
-3%
减持
—
EXXON MOBIL CORP
-$78.9K
5,754
-3%
减持
VTI
VANGUARD INDEX FDS
-$73.3K
8,605
-5%
减持
KO
COCA COLA CO
-$69.9K
4,220
-9%
减持
XLI
SELECT SECTOR SPDR TR
-$65.8K
6,826
-4%
减持
DFAS
DIMENSIONAL ETF TRUST
-$64.0K
16,559
-6%
增持
PFF
ISHARES TR
-$60.4K
45,800
+1%
增持
ETHO
AMPLIFY ETF TR
+$56.0K
43,996
+2%
增持
XLV
SELECT SECTOR SPDR TR
-$54.1K
5,128
+4%
减持
VYM
VANGUARD WHITEHALL FDS
-$53.2K
13,722
-2%
减持
VOO
VANGUARD INDEX FDS
-$52.1K
1,718
-7%
减持
EZM
WISDOMTREE TR
-$50.4K
6,111
-12%
减持
ABBV
ABBVIE INC
-$43.3K
1,499
-4%
减持
VV
VANGUARD INDEX FDS
+$40.2K
12,727
-1%
减持
MCD
MCDONALDS CORP
-$31.5K
1,827
-1%
增持
PSK
SPDR SER TR
-$31.3K
27,233
+4%
减持
IWP
ISHARES TR
+$31.1K
4,594
-2%
增持
VBK
VANGUARD INDEX FDS
+$29.8K
1,705
+2%
减持
VGT
VANGUARD WORLD FD
+$27.2K
1,121
-2%
减持
BA
BOEING CO
-$23.9K
1,210
-23%
增持
SPYV
SPDR SER TR
-$18.3K
14,622
+1%
增持
LGLV
SPDR SER TR
-$17.0K
7,518
+1%
减持
DSI
ISHARES TR
+$13.7K
23,867
-1%
减持
NFLX
NETFLIX INC
+$13.0K
652
-19%
减持
IVW
ISHARES TR
-$9.7K
3,822
-8%
增持
SPHD
INVESCO EXCH TRADED FD TR II
+$8.4K
10,815
+6%
增持
SPYD
SPDR SER TR
+$5.2K
15,840
+6%