小隐寺数据中心
概览
新闻
情绪
Reddit 热门
散户社区提及与热度榜
机构
机构目录
全部机构
机构持仓
机构真实持仓
事件
新股 IPO
定价、上市与申报追踪
内部人买卖
高管与董事交易
重大事件
并购/高管/退市等重大报告
举牌
主动或被动披露
财务
季报
10-Q 季度财报申报流
年报
10-K 年度财报申报流
公司
公司目录
上市公司高管与档案
势力阵营
即将上线
校友与资本关系图谱
人物
明星投资人
知名基金经理与持仓动向
政客交易
国会议员持仓披露
API
小隐寺主站
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
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 127 项
建仓 21
增持 69
减持 32
清仓 5
方向
标的
Δ市值
现股数(环比)
增持
SPYM
SPDR SERIES TRUST
+$4.4M
466,412
+5%
减持
AAPL
APPLE INC
+$2.3M
48,277
-1%
建仓
INEQ
COLUMBIA ETF TR I
+$2.0M
52,548
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
DBEF
DBX ETF TR
+$1.8M
365,381
+5%
增持
QQQ
INVESCO QQQ TR
+$1.7M
24,864
+4%
增持
SPSM
SPDR SERIES TRUST
+$1.3M
222,810
+5%
增持
MSFT
MICROSOFT CORP
+$1.2M
48,789
+1%
清仓
—
J P MORGAN EXCHANGE TRADED F
-$1.1M
0
-100%
减持
VUG
VANGUARD INDEX FDS
+$864.1K
31,971
-3%
增持
VTI
VANGUARD INDEX FDS
+$758.0K
7,480
+34%
增持
CVIE
MORGAN STANLEY ETF TRUST
+$747.0K
28,976
+53%
减持
MUB
ISHARES TR
-$731.7K
24,108
-24%
清仓
XLV
SELECT SECTOR SPDR TR
-$712.2K
0
-100%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$689.8K
92,615
+9%
增持
RAFE
PIMCO EQUITY SER
+$666.8K
62,613
+27%
减持
SCHD
SCHWAB STRATEGIC TR
+$577.7K
903,508
-1%
增持
PRCS
PARNASSUS INCOME FDS
+$576.9K
115,834
+20%
增持
NULG
NUSHARES ETF TR
+$529.9K
20,517
+28%
减持
SPEM
SPDR INDEX SHS FDS
+$520.2K
152,143
-2%
减持
VHT
VANGUARD WORLD FD
-$488.3K
1,381
-60%
增持
NVDA
NVIDIA CORPORATION
+$484.2K
15,353
+2%
减持
DFAC
DIMENSIONAL ETF TRUST
-$432.6K
89,252
-17%
增持
AVGO
BROADCOM INC
+$414.2K
4,510
+16%
增持
DIVO
AMPLIFY ETF TR
+$399.7K
66,770
+10%
建仓
IDVO
AMPLIFY ETF TR
+$399.0K
10,700
建仓
UNP
UNION PAC CORP
+$391.0K
1,654
减持
ETHO
AMPLIFY ETF TR
-$388.3K
4,047
-64%
建仓
ORCL
ORACLE CORP
+$375.7K
1,336
建仓
UNH
UNITEDHEALTH GROUP INC
+$360.8K
1,045
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$357.0K
31,120
+16%
减持
VB
VANGUARD INDEX FDS
+$341.7K
22,050
-1%
增持
GOOGL
ALPHABET INC
+$331.8K
3,765
+14%
建仓
IQV
IQVIA HLDGS INC
+$305.6K
1,609
建仓
IGM
ISHARES TR
+$287.0K
2,279
增持
PWRD
TCW ETF TRUST
+$284.8K
10,372
+28%
清仓
TAFL
AB ACTIVE ETFS INC
-$246.8K
0
-100%
建仓
VZ
VERIZON COMMUNICATIONS INC
+$245.5K
5,587
建仓
CVX
CHEVRON CORP NEW
+$241.5K
1,555
增持
VYMI
VANGUARD WHITEHALL FDS
+$241.3K
6,358
+71%
减持
VV
VANGUARD INDEX FDS
+$239.3K
12,478
-1%
建仓
JMHI
J P MORGAN EXCHANGE TRADED F
+$237.7K
4,708
建仓
GE
GE AEROSPACE
+$234.6K
780
清仓
EAGG
ISHARES TR
-$229.4K
0
-100%
建仓
NEE
NEXTERA ENERGY INC
+$225.2K
2,983
减持
VIG
VANGUARD SPECIALIZED FUNDS
+$224.0K
22,324
-1%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$222.1K
16,853
-6%
建仓
FANG
DIAMONDBACK ENERGY INC
+$220.9K
1,544
建仓
DFUV
DIMENSIONAL ETF TRUST
+$216.8K
4,852
建仓
PM
PHILIP MORRIS INTL INC
+$213.0K
1,313
建仓
LOW
LOWES COS INC
+$209.3K
833
减持
VO
VANGUARD INDEX FDS
-$208.9K
9,465
-11%
建仓
O
REALTY INCOME CORP
+$206.6K
3,398
建仓
RTX
RTX CORPORATION
+$206.0K
1,231
增持
META
META PLATFORMS INC
+$204.6K
959
+42%
清仓
DE
DEERE & CO
-$204.1K
0
-100%
建仓
MNST
MONSTER BEVERAGE CORP NEW
+$201.9K
3,000
增持
GOOG
ALPHABET INC
+$201.8K
1,884
+30%
建仓
AMLP
ALPS ETF TR
+$201.3K
4,290
减持
SPDW
SPDR INDEX SHS FDS
+$200.2K
94,130
-0%
建仓
UPRO
PROSHARES TR
+$200.0K
1,794
增持
AMZN
AMAZON COM INC
+$187.3K
13,244
+7%
增持
JPM
JPMORGAN CHASE & CO.
+$177.6K
3,108
+12%
增持
CSPF
COHEN & STEERS ETF TRUST
+$176.6K
27,504
+30%
增持
DFUS
DIMENSIONAL ETF TRUST
+$176.3K
6,631
+46%
增持
—
EXXON MOBIL CORP
+$171.8K
7,124
+22%
增持
VYM
VANGUARD WHITEHALL FDS
+$170.7K
13,816
+4%
减持
VOTE
TCW ETF TRUST
-$169.5K
64,427
-10%
增持
PFF
ISHARES TR
+$151.0K
54,616
+6%
减持
BND
VANGUARD BD INDEX FDS
-$144.6K
5,042
-29%
增持
DGRO
ISHARES TR
+$141.8K
34,153
+0%
增持
AMD
ADVANCED MICRO DEVICES INC
+$141.0K
2,864
+26%
增持
WFC
WELLS FARGO CO NEW
+$132.6K
8,608
+17%
增持
VOO
VANGUARD INDEX FDS
+$130.5K
1,444
+9%
增持
SGOL
ETFS GOLD TR
+$118.7K
9,932
+27%
增持
COST
COSTCO WHSL CORP NEW
-$116.5K
2,489
+2%
减持
DON
WISDOMTREE TR
-$114.7K
50,798
-8%
增持
LLY
ELI LILLY & CO
+$110.2K
735
+27%
增持
ABBV
ABBVIE INC
+$107.0K
2,167
+2%
减持
DSI
ISHARES TR
-$100.3K
15,290
-12%
增持
HD
HOME DEPOT INC
+$97.7K
994
+19%
增持
DFAS
DIMENSIONAL ETF TRUST
+$96.4K
16,021
+2%
减持
AMAT
APPLIED MATLS INC
-$95.8K
1,250
-35%
增持
GEV
GE VERNOVA INC
+$94.1K
887
+4%
增持
IWF
ISHARES TR
+$90.4K
1,666
+3%
增持
SPYV
SPDR SERIES TRUST
+$89.5K
15,928
+5%
增持
SPYD
SPDR SERIES TRUST
+$81.5K
16,890
+8%
增持
PJIO
PGIM ETF TR
+$74.0K
7,695
+14%
增持
XLI
SELECT SECTOR SPDR TR
+$71.0K
7,013
+2%
增持
IWD
ISHARES TR
+$57.0K
3,291
+4%
增持
PSK
SPDR SERIES TRUST
+$56.5K
11,928
+12%
增持
CMG
CHIPOTLE MEXICAN GRILL INC
-$53.4K
5,433
+15%
减持
CRM
SALESFORCE INC
-$52.5K
1,036
-5%
增持
BA
BOEING CO
+$49.8K
1,285
+18%
增持
DXCM
DEXCOM INC
-$47.5K
3,260
+7%
减持
WM
WASTE MGMT INC DEL
-$47.3K
1,081
-14%
增持
TJX
TJX COS INC NEW
+$46.8K
2,170
+0%
增持
IVV
ISHARES TR
+$46.7K
452
+10%
增持
CAT
CATERPILLAR INC
+$46.5K
517
+0%
增持
V
VISA INC
+$40.5K
2,827
+9%
减持
QUAL
ISHARES TR
+$39.7K
7,378
-3%
减持
VGT
VANGUARD WORLD FD
+$39.3K
1,172
-7%
减持
JNJ
JOHNSON & JOHNSON
+$34.9K
3,537
-13%
增持
SPYX
SPDR SERIES TRUST
+$33.0K
7,349
+1%
增持
VTV
VANGUARD INDEX FDS
+$31.3K
2,650
+1%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$30.8K
1,064
+16%
增持
VBK
VANGUARD INDEX FDS
+$30.3K
1,464
+0%
减持
—
TRANE TECHNOLOGIES PLC
-$29.1K
1,202
-2%
减持
WMT
WALMART INC
+$28.3K
6,585
-1%
增持
MCD
MCDONALDS CORP
+$28.1K
2,165
+0%
增持
NFLX
NETFLIX INC
-$27.7K
627
+8%
增持
CSCO
CISCO SYS INC
+$25.5K
5,328
+9%
增持
NUSC
NUSHARES ETF TR
+$25.0K
6,659
+1%
增持
KO
COCA COLA CO
+$24.9K
5,467
+15%
增持
SPHD
INVESCO EXCH TRADED FD TR II
+$24.8K
11,000
+1%
增持
MSI
MOTOROLA SOLUTIONS INC
+$24.3K
534
+2%
增持
—
NXP SEMICONDUCTORS N V
+$24.0K
1,106
+6%
减持
LGLV
SPDR SERIES TRUST
+$22.1K
7,199
-0%
增持
—
EATON CORP PLC
+$19.8K
648
+4%
减持
—
CHUBB LIMITED
-$14.3K
872
-3%
增持
SBUX
STARBUCKS CORP
-$13.7K
11,073
+7%
增持
PG
PROCTER AND GAMBLE CO
-$12.5K
2,526
+0%
减持
PEY
INVESCO EXCHANGE TRADED FD T
-$11.8K
13,100
-7%
增持
SPGI
S&P GLOBAL INC
-$11.3K
447
+3%
减持
EFA
ISHARES TR
+$8.2K
4,055
-2%
增持
—
STERIS PLC
+$8.0K
942
+1%
减持
—
JOHNSON CTLS INTL PLC
+$5.3K
2,196
-2%
减持
ESGD
ISHARES TR
-$134
3,761
-4%
