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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
25Q4 调仓
2025-09-30 → 2025-12-31 · 共 129 项
建仓 3
增持 56
减持 52
清仓 18
方向
标的
Δ市值
现股数(环比)
清仓
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$8.5M
0
-100%
增持
SPYM
SPDR SERIES TRUST
+$2.3M
484,113
+4%
减持
MSFT
MICROSOFT CORP
-$2.0M
48,111
-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
IVV
ISHARES TR
+$1.3M
2,293
+407%
增持
IDVO
AMPLIFY ETF TR
+$1.1M
39,825
+272%
增持
PWRD
TCW ETF TRUST
+$1.1M
21,963
+112%
清仓
GOOGL
ALPHABET INC
-$915.3K
0
-100%
增持
AAPL
APPLE INC
+$904.5K
48,544
+1%
减持
VOTE
TCW ETF TRUST
-$788.0K
53,205
-17%
增持
QQQ
INVESCO QQQ TR
+$691.4K
25,425
+2%
增持
DBEF
DBX ETF TR
+$685.7K
366,799
+0%
减持
VUG
VANGUARD INDEX FDS
-$636.4K
30,125
-6%
增持
PSK
SPDR SERIES TRUST
+$480.8K
27,619
+132%
减持
PFF
ISHARES TR
-$477.2K
40,366
-26%
增持
SPSM
SPDR SERIES TRUST
+$463.2K
230,128
+3%
增持
NVDA
NVIDIA CORPORATION
+$452.6K
17,786
+16%
建仓
VPLS
VANGUARD MALVERN FDS
+$408.1K
5,224
清仓
UNP
UNION PAC CORP
-$391.0K
0
-100%
增持
CSPF
COHEN & STEERS ETF TRUST
+$381.0K
42,280
+54%
增持
PYLD
PIMCO ETF TR
+$356.8K
29,650
+83%
增持
IJH
ISHARES TR
+$347.3K
15,123
+52%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$333.6K
94,174
+2%
增持
IJR
ISHARES TR
+$324.9K
4,594
+140%
增持
VTI
VANGUARD INDEX FDS
+$312.0K
8,252
+10%
增持
CVIE
MORGAN STANLEY ETF TRUST
+$305.0K
32,006
+10%
增持
SCHD
SCHWAB STRATEGIC TR
+$286.6K
909,673
+1%
增持
JMHI
J P MORGAN EXCHANGE TRADED F
+$261.5K
9,934
+111%
清仓
—
NXP SEMICONDUCTORS N V
-$251.9K
0
-100%
清仓
—
CHUBB LIMITED
-$246.1K
0
-100%
清仓
VZ
VERIZON COMMUNICATIONS INC
-$245.5K
0
-100%
清仓
MSI
MOTOROLA SOLUTIONS INC
-$244.2K
0
-100%
清仓
—
EATON CORP PLC
-$242.5K
0
-100%
清仓
GBTC
GRAYSCALE BITCOIN TRUST ETF
-$234.8K
0
-100%
清仓
—
STERIS PLC
-$233.1K
0
-100%
清仓
NEE
NEXTERA ENERGY INC
-$225.2K
0
-100%
清仓
FANG
DIAMONDBACK ENERGY INC
-$220.9K
0
-100%
清仓
DXCM
DEXCOM INC
-$219.4K
0
-100%
建仓
LDUR
PIMCO ETF TR
+$217.7K
2,269
清仓
SPGI
S&P GLOBAL INC
-$217.6K
0
-100%
减持
AVGO
BROADCOM INC
-$217.4K
3,671
-19%
清仓
PM
PHILIP MORRIS INTL INC
-$213.0K
0
-100%
清仓
CMG
CHIPOTLE MEXICAN GRILL INC
-$212.9K
0
-100%
清仓
O
REALTY INCOME CORP
-$206.6K
0
-100%
建仓
DE
DEERE & CO
+$200.7K
431
增持
AMZN
AMAZON COM INC
+$199.3K
13,462
+2%
增持
GOOG
ALPHABET INC
+$187.2K
2,059
+9%
减持
LLY
ELI LILLY & CO
+$179.7K
689
-6%
增持
DIVO
AMPLIFY ETF TR
+$175.6K
70,820
+6%
减持
JPM
JPMORGAN CHASE & CO.
-$175.1K
2,499
-20%
减持
DFAC
DIMENSIONAL ETF TRUST
-$160.0K
82,912
-7%
增持
NFLX
NETFLIX INC
-$154.5K
6,370
+916%
减持
—
TRANE TECHNOLOGIES PLC
-$153.0K
910
-24%
清仓
PGF
INVESCO EXCHANGE TRADED FD T
-$146.2K
0
-100%
减持
VO
VANGUARD INDEX FDS
-$145.8K
9,077
-4%
减持
SPDW
SPDR INDEX SHS FDS
+$141.0K
93,872
-0%
增持
INEQ
COLUMBIA ETF TR I
+$132.3K
56,193
+7%
减持
PJIO
PGIM ETF TR
-$132.1K
5,892
-23%
减持
V
VISA INC
-$126.9K
2,390
-15%
减持
META
META PLATFORMS INC
-$124.1K
879
-8%
增持
WFC
WELLS FARGO CO NEW
+$115.2K
8,978
+4%
增持
CSCO
CISCO SYS INC
+$107.6K
6,128
+15%
增持
IVW
ISHARES TR
+$106.2K
4,517
+21%
增持
AMAT
APPLIED MATLS INC
+$105.7K
1,407
+13%
减持
HD
HOME DEPOT INC
-$105.5K
864
-13%
增持
RAFE
PIMCO EQUITY SER
+$100.9K
63,092
+1%
减持
BND
VANGUARD BD INDEX FDS
-$100.3K
3,708
-26%
增持
COST
COSTCO WHSL CORP NEW
-$98.9K
2,557
+3%
增持
ORCL
ORACLE CORP
-$94.1K
1,445
+8%
减持
VIG
VANGUARD SPECIALIZED FUNDS
+$84.6K
22,304
-0%
增持
VYMI
VANGUARD WHITEHALL FDS
+$83.3K
6,908
+9%
减持
UNH
UNITEDHEALTH GROUP INC
-$77.9K
857
-18%
增持
RTX
RTX CORPORATION
+$74.1K
1,527
+24%
增持
—
EXXON MOBIL CORP
+$73.5K
7,285
+2%
减持
NULG
NUSHARES ETF TR
-$70.3K
20,144
-2%
减持
GEV
GE VERNOVA INC
-$66.3K
733
-17%
增持
SPYV
SPDR SERIES TRUST
+$65.6K
16,668
+5%
增持
TSLA
TESLA INC
+$64.7K
1,023
+15%
减持
PRCS
PARNASSUS INCOME FDS
+$59.4K
115,099
-1%
减持
NUSC
NUSHARES ETF TR
-$58.8K
5,260
-21%
增持
SGOL
ETFS GOLD TR
+$58.3K
10,318
+4%
减持
DON
WISDOMTREE TR
-$57.2K
50,379
-1%
增持
KO
COCA COLA CO
+$57.0K
6,001
+10%
减持
WMT
WALMART INC
-$56.4K
5,585
-15%
减持
IQV
IQVIA HLDGS INC
-$56.1K
1,107
-31%
减持
TJX
TJX COS INC NEW
-$56.0K
1,677
-23%
增持
CAT
CATERPILLAR INC
+$55.8K
528
+2%
减持
VV
VANGUARD INDEX FDS
+$51.0K
12,365
-1%
减持
AMD
ADVANCED MICRO DEVICES INC
+$50.4K
2,399
-16%
减持
ABBV
ABBVIE INC
-$50.3K
1,976
-9%
减持
PGX
INVESCO EXCH TRADED FD TR II
-$50.2K
10,600
-27%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$50.2K
1,183
+11%
减持
LGLV
SPDR SERIES TRUST
-$46.6K
7,040
-2%
增持
VYM
VANGUARD WHITEHALL FDS
+$43.0K
13,868
+0%
增持
BA
BOEING CO
+$41.8K
1,470
+14%
减持
VB
VANGUARD INDEX FDS
+$41.3K
21,896
-1%
减持
PEY
INVESCO EXCHANGE TRADED FD T
-$39.5K
11,600
-11%
增持
VHT
VANGUARD WORLD FD
+$39.2K
1,382
+0%
减持
VEU
VANGUARD INTL EQUITY INDEX F
+$39.1K
24,238
-1%
增持
VGT
VANGUARD WORLD FD
+$37.8K
1,211
+3%
减持
—
JOHNSON CTLS INTL PLC
-$34.2K
1,731
-21%
减持
IWP
ISHARES TR
-$34.1K
4,080
-2%
增持
AMLP
ALPS ETF TR
+$33.3K
4,990
+16%
减持
ETHO
AMPLIFY ETF TR
-$30.1K
3,486
-14%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$28.9K
31,901
+3%
减持
CVX
CHEVRON CORP NEW
-$28.6K
1,397
-10%
减持
NUDM
NUSHARES ETF TR
-$28.1K
5,916
-8%
增持
VOO
VANGUARD INDEX FDS
+$25.7K
1,451
+0%
增持
PG
PROCTER AND GAMBLE CO
-$24.4K
2,538
+0%
减持
JNJ
JOHNSON & JOHNSON
+$19.7K
3,264
-8%
增持
DFAS
DIMENSIONAL ETF TRUST
+$19.5K
16,022
+0%
增持
SBUX
STARBUCKS CORP
+$18.5K
11,344
+2%
减持
QUAL
ISHARES TR
+$15.5K
7,303
-1%
增持
SPHD
INVESCO EXCH TRADED FD TR II
+$15.3K
11,650
+6%
减持
CRM
SALESFORCE INC
-$14.5K
872
-16%
增持
MCD
MCDONALDS CORP
+$11.6K
2,191
+1%
减持
SPEM
SPDR INDEX SHS FDS
-$8.2K
151,969
-0%
增持
TQQQ
PROSHARES TR
+$5.2K
5,138
+100%
减持
MUB
ISHARES TR
-$5.2K
23,920
-1%
减持
EMNT
PIMCO ETF TR
-$4.8K
2,816
-1%
增持
SPYD
SPDR SERIES TRUST
-$4.0K
17,090
+1%
增持
VNQ
VANGUARD INDEX FDS
+$4.0K
3,334
+5%
减持
DSI
ISHARES TR
-$3.5K
14,921
-2%
减持
VTV
VANGUARD INDEX FDS
+$2.4K
2,600
-2%
减持
VBK
VANGUARD INDEX FDS
+$2.2K
1,449
-1%
减持
DGRO
ISHARES TR
-$2.1K
33,463
-2%
减持
WM
WASTE MGMT INC DEL
-$1.4K
1,080
-0%
增持
XLK
SELECT SECTOR SPDR TR
+$635
32,660
+96%
减持
SPYX
SPDR SERIES TRUST
-$323
7,168
-2%
减持
XLI
SELECT SECTOR SPDR TR
+$37
6,973
-1%
