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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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 113 项
建仓 8
增持 54
减持 45
清仓 6
方向
标的
Δ市值
现股数(环比)
建仓
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$7.4M
15,491
减持
MSFT
MICROSOFT CORP
-$6.4M
45,626
-5%
增持
SCHD
SCHWAB STRATEGIC TR
+$3.9M
941,050
+3%
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
VUG
VANGUARD INDEX FDS
-$2.6M
27,656
-8%
增持
SPYM
SPDR SERIES TRUST
+$2.1M
535,431
+11%
增持
DBEF
DBX ETF TR
+$2.0M
396,701
+8%
增持
SPSM
SPDR SERIES TRUST
+$1.4M
251,186
+9%
建仓
GOOGL
ALPHABET INC
+$932.3K
3,242
建仓
BLDX
IMPAX FUNDS SERIES TRUST I
+$763.8K
29,782
增持
AAPL
APPLE INC
-$682.0K
49,313
+2%
增持
IDVO
AMPLIFY ETF TR
+$522.9K
50,659
+27%
增持
QQQ
INVESCO QQQ TR
+$478.2K
27,889
+10%
建仓
GLD
SPDR GOLD TR
+$477.6K
1,110
增持
SPEM
SPDR INDEX SHS FDS
+$460.8K
161,469
+6%
减持
NVDA
NVIDIA CORPORATION
-$446.1K
16,462
-7%
增持
CVX
CHEVRON CORPORATION
+$433.0K
3,122
+123%
减持
VOTE
TCW ETF TRUST
-$406.7K
50,610
-5%
增持
COST
COSTCO WHOLESALE CORPORATION
+$388.7K
2,603
+2%
减持
IVV
ISHARES TR
-$345.8K
1,875
-18%
减持
—
EXXON MOBIL CORP
+$337.3K
7,155
-2%
增持
XLK
SELECT SECTOR SPDR TR
-$333.0K
32,875
+1%
建仓
VZ
VERIZON COMMUNICATIONS INC
+$313.1K
6,237
清仓
UNH
UNITEDHEALTH GROUP INC
-$282.9K
0
-100%
建仓
SMH
VANECK ETF TRUST
+$282.2K
736
清仓
BND
VANGUARD BD INDEX FDS
-$274.7K
0
-100%
清仓
IQV
IQVIA HLDGS INC
-$249.5K
0
-100%
建仓
AVUV
AMERICAN CENTY ETF TR
+$247.1K
2,237
减持
DFAC
DIMENSIONAL ETF TRUST
-$243.8K
78,195
-6%
清仓
CRM
SALESFORCE INC
-$231.0K
0
-100%
减持
MUB
ISHARES TR
-$227.7K
21,991
-8%
减持
VV
VANGUARD INDEX FDS
-$221.4K
12,284
-1%
增持
PRCS
PARNASSUS INCOME FDS
+$213.8K
132,218
+15%
增持
PJIO
PGIM ETF TR
+$211.5K
10,344
+76%
增持
DIVO
AMPLIFY ETF TR
+$208.7K
74,920
+6%
清仓
UPRO
PROSHARES TR
-$207.7K
0
-100%
减持
DSI
ISHARES TR
-$207.3K
14,151
-5%
建仓
FANG
DIAMONDBACK ENERGY INC
+$206.5K
1,044
清仓
LOW
LOWES COS INC
-$200.9K
0
-100%
减持
VO
VANGUARD INDEX FDS
-$181.4K
8,542
-6%
减持
IVW
ISHARES TR
-$157.9K
3,526
-22%
增持
AMZN
AMAZON COM INC
+$148.0K
15,630
+16%
增持
IJR
ISHARES TR
+$143.3K
5,594
+22%
增持
JNJ
JOHNSON & JOHNSON
+$142.8K
3,348
+3%
减持
GEV
GE VERNOVA INC
+$139.8K
709
-3%
减持
WFC
WELLS FARGO & CO
-$139.8K
8,755
-2%
增持
AMAT
APPLIED MATLS INC
+$135.7K
1,455
+3%
增持
CSPF
COHEN & STEERS ETF TRUST
+$134.0K
47,977
+13%
增持
NULG
NUSHARES ETF TR
-$132.9K
20,202
+0%
增持
PWRD
TCW ETF TRUST
+$121.9K
22,848
+4%
减持
VB
VANGUARD INDEX FDS
-$119.1K
21,110
-4%
增持
LDUR
PIMCO ETF TR
+$115.5K
3,478
+53%
增持
PSK
SPDR SERIES TRUST
+$114.6K
32,095
+16%
减持
SPDW
SPDR INDEX SHS FDS
+$113.7K
93,812
-0%
增持
PFF
ISHARES TR
+$107.6K
44,766
+11%
减持
INEQ
COLUMBIA ETF TR I
+$96.0K
56,101
-0%
增持
VIG
VANGUARD SPECIALIZED FUNDS
-$93.8K
22,357
+0%
增持
VYM
VANGUARD WHITEHALL FDS
+$93.1K
14,068
+1%
减持
META
META PLATFORMS INC
-$90.5K
856
-3%
减持
IWF
ISHARES TR
-$85.4K
1,649
-1%
增持
VPLS
VANGUARD MALVERN FDS
+$84.8K
6,352
+22%
增持
AVGO
BROADCOM INC
-$78.9K
3,850
+5%
增持
VTI
VANGUARD INDEX FDS
+$78.9K
8,870
+7%
增持
XLI
SELECT SECTOR SPDR TR
+$74.4K
7,148
+3%
减持
JPM
JPMORGAN CHASE & CO
-$73.7K
2,487
-0%
增持
CAT
CATERPILLAR INC
+$72.1K
529
+0%
减持
WMT
WALMART INC
+$70.8K
5,576
-0%
增持
VGT
VANGUARD WORLD FD
-$66.5K
1,213
+0%
减持
—
TRANE TECHNOLOGIES PLC
-$63.7K
697
-23%
减持
QUAL
ISHARES TR
-$62.4K
7,237
-1%
增持
SPYV
SPDR SERIES TRUST
+$61.2K
17,818
+7%
减持
AMD
ADVANCED MICRO DEVICES INC
-$61.1K
2,225
-7%
减持
VEA
VANGUARD TAX-MANAGED FDS
+$60.8K
92,757
-2%
增持
CVIE
MORGAN STANLEY ETF TRUST
+$60.3K
32,223
+1%
减持
IWP
ISHARES TR
-$56.2K
3,922
-4%
增持
SPHD
INVESCO EXCH TRADED FD TR II
+$53.5K
12,350
+6%
增持
VOO
VANGUARD INDEX FDS
+$53.3K
1,612
+11%
减持
NFLX
NETFLIX INC.
-$52.1K
5,670
-11%
增持
TQQQ
PROSHARES TR
-$48.6K
5,333
+4%
增持
TSLA
TESLA INC
-$44.1K
1,119
+9%
增持
MCD
MCDONALDS CORP
+$42.8K
2,292
+5%
增持
DE
DEERE & CO
+$42.6K
432
+0%
增持
VYMI
VANGUARD WHITEHALL FDS
+$38.7K
7,008
+1%
减持
JMHI
J P MORGAN EXCHANGE TRADED F
-$35.3K
9,309
-6%
减持
IWD
ISHARES TR
-$34.6K
3,078
-6%
减持
SPYD
SPDR SERIES TRUST
+$34.2K
16,990
-1%
增持
AMLP
ALPS ETF TR
+$29.1K
5,010
+0%
减持
KO
COCA COLA CO
+$24.0K
5,832
-3%
增持
RAFE
PIMCO EQUITY SER
-$23.0K
63,112
+0%
减持
DFAS
DIMENSIONAL ETF TRUST
+$20.4K
15,979
-0%
增持
LLY
ELI LILLY & CO
-$20.3K
783
+14%
增持
BA
BOEING CO
-$17.8K
1,514
+3%
减持
—
JOHNSON CONTROLS INTERNATION
+$17.4K
1,716
-1%
减持
SBUX
STARBUCKS CORP
+$14.7K
10,827
-5%
增持
EFA
ISHARES TR
+$14.5K
4,158
+3%
减持
IJH
ISHARES TR
-$14.0K
14,573
-4%
增持
VHT
VANGUARD WORLD FD
-$11.8K
1,417
+3%
增持
PYLD
PIMCO ETF TR
+$10.8K
30,607
+3%
增持
CSCO
CISCO SYS INC
+$10.5K
6,220
+2%
增持
VNQ
VANGUARD INDEX FDS
+$9.6K
3,434
+3%
增持
HD
HOME DEPOT INC
-$9.5K
875
+1%
减持
EMNT
PIMCO ETF TR
-$9.0K
2,715
-4%
增持
ABBV
ABBVIE INC
-$8.2K
2,038
+3%
增持
GE
GE AEROSPACE
-$6.4K
824
+6%
减持
DGRO
ISHARES TR
-$6.4K
33,010
-1%
减持
VTV
VANGUARD INDEX FDS
-$5.1K
2,505
-4%
增持
PG
PROCTER & GAMBLE CO
+$4.5K
2,549
+0%
减持
DON
WISDOMTREE TR
+$3.9K
49,551
-2%
减持
VWO
VANGUARD INTL EQUITY INDEX F
-$3.2K
31,671
-1%
减持
LGLV
SPDR SERIES TRUST
+$2.0K
6,951
-1%
减持
NUSC
NUSHARES ETF TR
+$1.7K
5,250
-0%
减持
TJX
TJX COS INC NEW
+$1.6K
1,623
-3%
减持
ETHO
AMPLIFY ETF TR
+$1.4K
3,466
-1%
减持
ESGD
ISHARES TR
+$1.2K
3,753
-0%
