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First Affirmative Financial Network 13F 持仓明细(2026-03-31) · 小隐寺数据中心
First Affirmative Financial Network
报告期 2026-03-31 · CIK 0001656282
持仓数
325
前50大市值合计
$147.3M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
22Q3
22Q1
21Q4
21Q3
24Q2 调仓
2024-03-31 → 2024-06-30 · 共 150 项
建仓 20
增持 77
减持 42
清仓 11
方向
标的
Δ市值
现股数(环比)
增持
NVDA
NVIDIA CORPORATION
+$1.7M
44,967
+940%
增持
AAPL
APPLE INC
+$1.0M
22,820
+4%
清仓
—
ISHARES TR
-$440.9K
0
-100%
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
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$416.0K
9,513
+5%
增持
MSFT
MICROSOFT CORP
+$403.3K
7,803
+6%
建仓
IBMP
ISHARES TR
+$402.3K
16,086
增持
GOOGL
ALPHABET INC
+$368.1K
10,608
+2%
建仓
DELL
DELL TECHNOLOGIES INC
+$264.2K
1,916
清仓
PYPL
PAYPAL HLDGS INC
-$264.2K
0
-100%
清仓
PSA
PUBLIC STORAGE
-$260.0K
0
-100%
增持
GOOG
ALPHABET INC
+$250.7K
7,040
+3%
建仓
—
GOLDMAN SACHS ETF TR
+$244.2K
4,958
建仓
DOV
DOVER CORP
+$243.6K
1,350
清仓
CAT
CATERPILLAR INC
-$243.4K
0
-100%
建仓
EMR
EMERSON ELEC CO
+$237.5K
2,156
建仓
EFIV
SPDR SER TR
+$232.0K
4,370
清仓
NKE
NIKE INC
-$231.1K
0
-100%
清仓
DEO
DIAGEO PLC
-$231.0K
0
-100%
增持
ADBE
ADOBE INC
+$230.0K
2,019
+14%
建仓
—
ARISTA NETWORKS INC
+$229.1K
654
建仓
DLR
DIGITAL RLTY TR INC
+$228.7K
1,504
增持
INTC
INTEL CORP
-$219.0K
16,616
+0%
清仓
—
APTIV PLC
-$218.9K
0
-100%
建仓
DE
DEERE & CO
+$216.7K
580
清仓
PHM
PULTE GROUP INC
-$215.0K
0
-100%
建仓
REGN
REGENERON PHARMACEUTICALS
+$214.5K
204
建仓
KLAC
KLA CORP
+$213.9K
259
建仓
NEM
NEWMONT CORP
+$210.1K
5,018
建仓
—
HEARTLAND FINL USA INC
+$209.2K
4,706
建仓
IBN
ICICI BANK LIMITED
+$206.6K
7,172
建仓
HDB
HDFC BANK LTD
+$203.4K
3,162
建仓
CPT
CAMDEN PPTY TR
+$203.3K
1,863
清仓
SHG
SHINHAN FINANCIAL GROUP CO L
-$202.7K
0
-100%
建仓
HPQ
HP INC
+$202.5K
5,784
清仓
KR
KROGER CO
-$202.5K
0
-100%
清仓
GNMA
ISHARES TR
-$201.0K
0
-100%
增持
AMZN
AMAZON COM INC
+$199.0K
9,039
+5%
增持
AMAT
APPLIED MATLS INC
+$197.6K
5,904
+2%
减持
PZA
INVESCO EXCH TRADED FD TR II
-$183.1K
13,970
-35%
增持
SAP
SAP SE
+$169.9K
6,020
+12%
减持
LLY
ELI LILLY & CO
+$161.7K
1,274
-0%
增持
NVS
NOVARTIS AG
+$157.9K
5,805
+22%
增持
ADI
ANALOG DEVICES INC
+$156.8K
3,293
+9%
增持
NFLX
NETFLIX INC
+$155.8K
1,115
+13%
增持
PG
PROCTER AND GAMBLE CO
+$151.2K
6,853
+14%
增持
EQIX
EQUINIX INC
+$148.4K
811
+44%
增持
META
META PLATFORMS INC
+$145.9K
2,942
+7%
增持
—
ASML HOLDING N V
+$144.5K
935
+12%
减持
MUB
ISHARES TR
-$144.3K
4,478
-22%
增持
—
TE CONNECTIVITY LTD
+$143.6K
3,002
+42%
减持
—
MEDTRONIC PLC
-$142.8K
6,446
-14%
增持
DSI
ISHARES TR
+$137.4K
40,768
+0%
增持
—
UNILEVER PLC
+$135.1K
17,708
+6%
增持
—
TRANE TECHNOLOGIES PLC
+$130.4K
1,966
+14%
减持
ALV
AUTOLIV INC
-$130.2K
2,384
-25%
减持
AVGO
BROADCOM INC
+$129.9K
471
-0%
增持
—
ACCENTURE PLC IRELAND
+$127.8K
2,073
+43%
增持
EMNT
PIMCO ETF TR
+$127.6K
16,477
+8%
增持
KMB
KIMBERLY-CLARK CORP
+$121.4K
4,155
+19%
建仓
BBVA
BANCO BILBAO VIZCAYA ARGENTA
+$116.6K
11,625
增持
—
ASTRAZENECA PLC
+$114.1K
5,492
+18%
增持
TJX
TJX COS INC NEW
+$111.0K
4,435
+19%
减持
GWW
GRAINGER W W INC
-$102.1K
606
-5%
减持
BNS
BANK NOVA SCOTIA HALIFAX
-$100.9K
10,706
-6%
减持
BMO
BANK MONTREAL QUE
-$98.5K
3,389
-13%
减持
TGT
TARGET CORP
-$95.5K
3,006
-1%
增持
COST
COSTCO WHSL CORP NEW
+$87.1K
535
+7%
减持
OTEX
OPEN TEXT CORP
-$84.8K
7,774
-5%
增持
TM
TOYOTA MOTOR CORP
-$82.6K
2,894
+8%
减持
PLD
PROLOGIS INC.
-$82.0K
4,550
-0%
增持
—
LAM RESEARCH CORP
+$78.0K
552
+5%
减持
PANW
PALO ALTO NETWORKS INC
+$76.2K
1,865
-5%
增持
SPGI
S&P GLOBAL INC
+$76.1K
1,299
+10%
增持
AMGN
AMGEN INC
+$76.1K
1,389
+10%
减持
TSLA
TESLA INC
+$75.0K
4,285
-3%
增持
ORCL
ORACLE CORP
+$73.2K
4,204
+1%
减持
ORANY
ORANGE
-$73.1K
35,191
-2%
增持
ITW
ILLINOIS TOOL WKS INC
-$73.0K
2,385
+0%
增持
CRWD
CROWDSTRIKE HLDGS INC
+$72.6K
929
+5%
增持
TXN
TEXAS INSTRS INC
+$67.5K
2,949
+1%
减持
LOW
LOWES COS INC
-$67.3K
1,622
-3%
增持
JPM
JPMORGAN CHASE & CO.
+$67.2K
3,000
+11%
增持
QCOM
QUALCOMM INC
+$66.8K
2,107
+1%
增持
MU
MICRON TECHNOLOGY INC
+$66.0K
3,143
+7%
增持
AWK
AMERICAN WTR WKS CO INC NEW
+$65.6K
5,109
+5%
增持
IBMO
ISHARES TR
+$65.1K
18,517
+16%
减持
VGIT
VANGUARD SCOTTSDALE FDS
-$64.6K
155,823
-0%
减持
CM
CANADIAN IMPERIAL BK COMM TO
-$64.1K
5,937
-13%
增持
KO
COCA COLA CO
+$63.3K
5,610
+17%
增持
ABBV
ABBVIE INC
+$63.1K
4,502
+16%
减持
—
EATON CORP PLC
-$62.9K
1,718
-11%
增持
BSX
BOSTON SCIENTIFIC CORP
+$62.5K
4,394
+9%
增持
PAYX
PAYCHEX INC
+$60.7K
2,610
+29%
减持
WST
WEST PHARMACEUTICAL SVSC INC
-$59.8K
794
-2%
增持
TU
TELUS CORPORATION
+$59.1K
28,402
+23%
增持
TNC
TENNANT CO
-$59.0K
2,838
+2%
增持
SMFG
SUMITOMO MITSUI FINL GROUP I
+$58.9K
19,269
+14%
建仓
SAN
BANCO SANTANDER S.A.
+$57.7K
12,470
增持
ISRG
INTUITIVE SURGICAL INC
+$55.7K
996
+3%
减持
BRO
BROWN & BROWN INC
-$55.4K
3,199
-18%
增持
WDAY
WORKDAY INC
-$55.4K
1,698
+6%
增持
PHG
KONINKLIJKE PHILIPS N V
+$54.5K
10,316
+0%
增持
CSCO
CISCO SYS INC
+$54.2K
17,393
+12%
增持
VRTX
VERTEX PHARMACEUTICALS INC
+$52.9K
953
+1%
增持
WM
WASTE MGMT INC DEL
+$52.0K
2,291
+12%
增持
CMG
CHIPOTLE MEXICAN GRILL INC
+$51.3K
4,052
+5689%
减持
IQV
IQVIA HLDGS INC
-$49.6K
1,087
-2%
增持
HD
HOME DEPOT INC
+$47.9K
1,779
+21%
增持
ERIC
TELEFONAKTIEBOLAGET LM ERICS
+$46.9K
31,139
+18%
减持
ABT
ABBOTT LABS
-$46.1K
4,404
-1%
增持
MA
MASTERCARD INCORPORATED
+$45.9K
3,055
+13%
减持
USB
US BANCORP DEL
-$45.8K
8,715
-1%
减持
NTST
NETSTREIT CORP
-$45.3K
10,175
-11%
增持
CNI
CANADIAN NATL RY CO
+$44.7K
4,293
+22%
增持
TELFY
TELEFONICA S A
+$44.6K
77,735
+21%
增持
WAB
WABTEC
+$44.5K
2,364
+5%
增持
TD
TORONTO DOMINION BK ONT
-$43.4K
10,120
+2%
减持
CGW
INVESCO EXCH TRADED FD TR II
-$41.6K
38,328
-2%
减持
GPC
GENUINE PARTS CO
-$41.3K
2,195
-1%
增持
ECL
ECOLAB INC
+$41.2K
2,236
+5%
增持
ICLN
ISHARES TR
-$40.9K
110,491
+2%
减持
AFL
AFLAC INC
-$38.1K
3,407
-15%
减持
FSLR
FIRST SOLAR INC
+$38.1K
1,201
-13%
增持
UPS
UNITED PARCEL SERVICE INC
-$37.5K
3,570
+1%
增持
CTAS
CINTAS CORP
+$37.2K
800
+5%
增持
TRV
TRAVELERS COMPANIES INC
-$37.2K
2,124
+4%
减持
BKNG
BOOKING HOLDINGS INC
+$37.1K
173
-3%
减持
NVO
NOVO-NORDISK A S
+$37.1K
4,666
-5%
增持
NOW
SERVICENOW INC
+$37.0K
883
+2%
建仓
GHG
GREENTREE HOSPITALITY GROUP
+$36.9K
15,184
减持
SHOP
SHOPIFY INC
-$36.8K
3,220
-0%
减持
MKC
MCCORMICK & CO INC
-$36.8K
5,884
-0%
减持
RYN
RAYONIER INC
-$36.5K
8,329
-1%
减持
ZTS
ZOETIS INC
-$36.2K
1,523
-14%
增持
IBM
INTERNATIONAL BUSINESS MACHS
-$36.0K
2,949
+3%
减持
BCSF
BAIN CAP SPECIALTY FIN INC
-$35.2K
12,359
-18%
减持
HUBS
HUBSPOT INC
-$33.0K
468
-5%
增持
AMD
ADVANCED MICRO DEVICES INC
+$32.9K
2,978
+19%
增持
TMUS
T-MOBILE US INC
+$32.8K
1,362
+7%
增持
VOD
VODAFONE GROUP PLC NEW
+$32.4K
13,931
+36%
减持
SON
SONOCO PRODS CO
-$32.1K
4,280
-1%
增持
T
AT&T INC
+$31.8K
13,604
+5%
减持
OPEN
OPENDOOR TECHNOLOGIES INC
-$30.8K
24,145
-3%
增持
OBDC
BLUE OWL CAPITAL CORPORATION
+$30.7K
19,424
+12%
增持
MFG
MIZUHO FINANCIAL GROUP INC
+$30.7K
41,156
+14%
增持
JNJ
JOHNSON & JOHNSON
-$30.7K
5,323
+4%
减持
PH
PARKER-HANNIFIN CORP
-$30.1K
419
-4%
增持
CL
COLGATE PALMOLIVE CO
+$30.0K
3,829
+1%
减持
RKT
ROCKET COS INC
-$29.3K
13,021
-9%
减持
UNH
UNITEDHEALTH GROUP INC
-$29.2K
1,604
-6%
