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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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 114 项
建仓 23
增持 32
减持 52
清仓 7
方向
标的
Δ市值
现股数(环比)
增持
SPYM
SPDR SERIES TRUST
+$6.3M
442,147
+13%
减持
MSFT
MICROSOFT CORP
+$5.5M
48,337
-2%
减持
AAPL
APPLE INC
-$4.5M
48,806
-25%
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
QQQ
INVESCO QQQ TR
+$3.1M
23,944
+11%
建仓
PRCS
PARNASSUS INCOME FDS
+$2.5M
96,445
建仓
RAFE
PIMCO EQUITY SER
+$1.9M
49,333
减持
SCHD
SCHWAB STRATEGIC TR
-$1.8M
908,983
-2%
减持
ETHO
AMPLIFY ETF TR
-$1.7M
11,113
-74%
减持
VOTE
TCW ETF TRUST
-$1.7M
71,842
-32%
建仓
NULG
NUSHARES ETF TR
+$1.5M
16,078
减持
DFAC
DIMENSIONAL ETF TRUST
-$1.4M
108,121
-33%
建仓
CVIE
MORGAN STANLEY ETF TRUST
+$1.2M
18,895
增持
DBEF
DBX ETF TR
+$1.1M
347,238
+7%
建仓
—
J P MORGAN EXCHANGE TRADED F
+$1.1M
22,006
减持
VUG
VANGUARD INDEX FDS
+$993.0K
33,005
-9%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$947.0K
17,899
-1%
增持
SPSM
SPDR SERIES TRUST
+$779.7K
211,555
+5%
减持
XLK
SELECT SECTOR SPDR TR
+$738.5K
16,680
-1%
建仓
PWRD
TCW ETF TRUST
+$728.5K
8,079
增持
VB
VANGUARD INDEX FDS
+$678.3K
22,218
+7%
减持
VTI
VANGUARD INDEX FDS
-$650.3K
5,583
-35%
减持
PSK
SPDR SERIES TRUST
-$586.1K
10,640
-63%
减持
NVDA
NVIDIA CORPORATION
+$576.8K
15,067
-9%
增持
SPEM
SPDR INDEX SHS FDS
+$565.4K
154,460
+1%
建仓
CSPF
COHEN & STEERS ETF TRUST
+$538.3K
21,133
建仓
GEV
GE VERNOVA INC
+$451.4K
853
建仓
PYLD
PIMCO ETF TR
+$429.4K
16,179
建仓
PJIO
PGIM ETF TR
+$419.2K
6,726
建仓
SPYX
SPDR SERIES TRUST
+$370.1K
7,266
减持
VEA
VANGUARD TAX-MANAGED FDS
+$359.8K
85,242
-4%
增持
DIVO
AMPLIFY ETF TR
+$339.8K
60,545
+10%
减持
SPDW
SPDR INDEX SHS FDS
+$311.6K
94,532
-2%
清仓
UNH
UNITEDHEALTH GROUP INC
-$309.0K
0
-100%
清仓
RJF
RAYMOND JAMES FINL INC
-$286.3K
0
-100%
减持
AMZN
AMAZON COM INC
+$273.9K
12,401
-4%
清仓
—
SSGA ACTIVE TR
-$270.1K
0
-100%
清仓
SPYG
SPDR SER TR
-$267.7K
0
-100%
建仓
DXCM
DEXCOM INC
+$266.8K
3,057
建仓
TAFL
AB ACTIVE ETFS INC
+$246.8K
10,074
建仓
—
JOHNSON CTLS INTL PLC
+$236.2K
2,237
清仓
FISV
FISERV INC
-$230.8K
0
-100%
建仓
SPGI
S&P GLOBAL INC
+$228.8K
434
增持
VGT
VANGUARD WORLD FD
+$227.7K
1,260
+12%
建仓
BA
BOEING CO
+$227.6K
1,086
减持
AVGO
BROADCOM INC
+$223.9K
3,895
-23%
增持
VTV
VANGUARD INDEX FDS
+$222.9K
2,619
+89%
建仓
—
EATON CORP PLC
+$222.8K
624
建仓
GBTC
GRAYSCALE BITCOIN TRUST ETF
+$221.9K
2,616
建仓
MSI
MOTOROLA SOLUTIONS INC
+$219.9K
523
建仓
TQQQ
PROSHARES TR
+$213.2K
2,569
建仓
IJR
ISHARES TR
+$209.0K
1,912
清仓
MNST
MONSTER BEVERAGE CORP NEW
-$204.8K
0
-100%
建仓
DE
DEERE & CO
+$204.1K
401
增持
JPM
JPMORGAN CHASE & CO.
+$201.8K
2,769
+13%
清仓
CVX
CHEVRON CORP NEW
-$201.4K
0
-100%
建仓
CAT
CATERPILLAR INC
+$200.5K
516
减持
VIG
VANGUARD SPECIALIZED FUNDS
+$192.0K
22,443
-1%
减持
DSI
ISHARES TR
-$163.2K
17,442
-18%
减持
DON
WISDOMTREE TR
-$154.9K
55,296
-6%
减持
TSLA
TESLA INC
-$149.4K
889
-47%
增持
VOO
VANGUARD INDEX FDS
+$140.2K
1,327
+11%
减持
NUSC
NUSHARES ETF TR
-$132.2K
6,594
-37%
减持
VO
VANGUARD INDEX FDS
-$131.9K
10,682
-11%
增持
—
TRANE TECHNOLOGIES PLC
+$123.5K
1,226
+0%
增持
XLI
SELECT SECTOR SPDR TR
+$119.3K
6,851
+1%
减持
META
META PLATFORMS INC
+$103.2K
677
-2%
减持
VWO
VANGUARD INTL EQUITY INDEX F
+$101.7K
26,871
-1%
增持
AMD
ADVANCED MICRO DEVICES INC
+$98.5K
2,272
+4%
减持
IJH
ISHARES TR
-$81.8K
9,973
-17%
增持
WMT
WALMART INC
+$80.8K
6,651
+3%
增持
ABBV
ABBVIE INC
+$78.7K
2,127
+41%
减持
IWF
ISHARES TR
+$75.0K
1,625
-5%
减持
QUAL
ISHARES TR
+$72.6K
7,632
-1%
减持
GOOGL
ALPHABET INC
+$70.7K
3,311
-0%
减持
XLV
SELECT SECTOR SPDR TR
-$65.8K
5,284
-1%
减持
BND
VANGUARD BD INDEX FDS
-$65.3K
7,057
-11%
增持
—
EXXON MOBIL CORP
-$62.6K
5,857
+0%
增持
PFF
ISHARES TR
+$56.9K
51,366
+4%
减持
COST
COSTCO WHSL CORP NEW
+$53.1K
2,445
-2%
减持
IWP
ISHARES TR
+$52.5K
4,163
-7%
减持
SPYD
SPDR SERIES TRUST
-$50.5K
15,590
-3%
减持
LLY
ELI LILLY & CO
-$47.5K
578
-4%
减持
DGRO
ISHARES TR
+$46.6K
34,146
-1%
增持
TJX
TJX COS INC NEW
+$42.8K
2,161
+17%
增持
MCD
MCDONALDS CORP
-$40.6K
2,156
+0%
减持
VYM
VANGUARD WHITEHALL FDS
+$39.5K
13,327
-1%
增持
CSCO
CISCO SYS INC
+$38.7K
4,886
+0%
增持
V
VISA INC
+$37.2K
2,604
+3%
减持
MUB
ISHARES TR
-$37.1K
31,575
-0%
增持
VHT
VANGUARD WORLD FD
-$36.6K
3,410
+2%
减持
LGLV
SPDR SERIES TRUST
-$34.3K
7,219
-3%
增持
GOOG
ALPHABET INC
+$31.8K
1,450
+0%
增持
PG
PROCTER AND GAMBLE CO
-$26.0K
2,514
+0%
减持
VBK
VANGUARD INDEX FDS
-$24.2K
1,463
-14%
增持
SPHD
INVESCO EXCH TRADED FD TR II
-$24.1K
10,915
+1%
减持
IVV
ISHARES TR
+$22.6K
412
-1%
减持
ESGD
ISHARES TR
-$22.2K
3,921
-14%
减持
VYMI
VANGUARD WHITEHALL FDS
+$21.4K
3,708
-1%
增持
—
STERIS PLC
+$19.1K
937
+3%
减持
—
NXP SEMICONDUCTORS N V
+$18.6K
1,043
-5%
减持
SPYV
SPDR SERIES TRUST
+$17.7K
15,127
-0%
减持
EFA
ISHARES TR
-$17.5K
4,144
-13%
减持
HD
HOME DEPOT INC
-$17.5K
832
-5%
减持
DFAS
DIMENSIONAL ETF TRUST
+$14.5K
15,701
-5%
增持
SBUX
STARBUCKS CORP
-$14.0K
10,373
+5%
减持
VNQ
VANGUARD INDEX FDS
-$13.1K
3,183
-3%
减持
AMAT
APPLIED MATLS INC
+$8.3K
1,921
-19%
增持
—
CHUBB LIMITED
+$7.7K
899
+7%
增持
JNJ
JOHNSON & JOHNSON
+$3.8K
4,065
+9%
增持
PGX
INVESCO EXCH TRADED FD TR II
+$3.2K
14,600
+3%
减持
CRM
SALESFORCE INC
+$2.9K
1,093
-1%
减持
IWD
ISHARES TR
-$2.1K
3,156
-3%
增持
KO
COCA COLA CO
-$2.0K
4,774
+1%
减持
CMG
CHIPOTLE MEXICAN GRILL INC
-$1.7K
4,743
-11%
