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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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 150 项
建仓 28
增持 72
减持 31
清仓 19
方向
标的
Δ市值
现股数(环比)
建仓
JSTC
TIDAL TRUST I
+$8.1M
410,336
增持
NVDA
NVIDIA CORPORATION
+$2.2M
43,893
+0%
建仓
CPLB
NEW YORK LIFE INVTS ACTIVE E
+$2.1M
97,428
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
MSFT
MICROSOFT CORP
+$1.7M
12,845
+2%
建仓
CHGX
EA SERIES TRUST
+$1.2M
45,572
建仓
BGRN
ISHARES TR
+$947.5K
19,875
建仓
OWNS
TIDAL TRUST III
+$838.5K
48,952
增持
DSI
ISHARES TR
+$829.6K
42,849
+6%
增持
EMNT
PIMCO ETF TR
+$819.6K
21,836
+61%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$783.2K
11,140
+6%
增持
NFLX
NETFLIX INC
+$734.0K
1,484
+10%
增持
AVGO
BROADCOM INC
+$730.9K
6,051
+8%
清仓
—
EA SERIES TRUST
-$684.5K
0
-100%
清仓
DFSU
DIMENSIONAL ETF TRUST
-$553.0K
0
-100%
建仓
SCHO
SCHWAB STRATEGIC TR
+$532.4K
21,836
增持
ORCL
ORACLE CORP
+$521.2K
5,660
+11%
增持
GOOGL
ALPHABET INC
+$452.8K
18,414
+2%
清仓
—
ISHARES TR
-$407.6K
0
-100%
清仓
—
INVESTMENT MANAGERS SER TR I
-$399.7K
0
-100%
增持
CSCO
CISCO SYS INC
+$381.2K
26,408
+12%
减持
AMZN
AMAZON COM INC
+$366.7K
13,251
-1%
建仓
COF
CAPITAL ONE FINL CORP
+$349.4K
1,642
增持
AXP
AMERICAN EXPRESS CO
+$348.2K
4,671
+10%
建仓
IBMQ
ISHARES TR
+$332.4K
13,081
减持
UNH
UNITEDHEALTH GROUP INC
-$322.3K
1,459
-2%
建仓
MS
MORGAN STANLEY
+$317.0K
2,250
建仓
CLS
CELESTICA INC
+$300.6K
1,926
减持
AMAT
APPLIED MATLS INC
+$286.1K
7,672
-0%
建仓
CIB
GRUPO CIBEST SA
+$275.0K
5,953
建仓
DELL
DELL TECHNOLOGIES INC
+$274.7K
2,240
建仓
—
JUNIPER NETWORKS INC
+$268.7K
6,729
增持
VGIT
VANGUARD SCOTTSDALE FDS
+$262.3K
166,466
+2%
增持
CHT
CHUNGHWA TELECOM CO LTD
+$258.5K
32,556
+1%
建仓
STM
STMICROELECTRONICS N V
+$257.8K
8,477
减持
GOOG
ALPHABET INC
+$257.3K
13,047
-1%
建仓
MPWR
MONOLITHIC PWR SYS INC
+$256.2K
350
建仓
HSBC
HSBC HLDGS PLC
+$252.7K
4,156
减持
META
META PLATFORMS INC
+$248.1K
2,336
-9%
建仓
AMH
AMERICAN HOMES 4 RENT
+$246.8K
6,842
清仓
PAYX
PAYCHEX INC
-$245.7K
0
-100%
建仓
DLR
DIGITAL RLTY TR INC
+$238.0K
1,365
清仓
NYF
ISHARES TR
-$234.3K
0
-100%
清仓
PLD
PROLOGIS INC.
-$228.9K
0
-100%
清仓
HPQ
HP INC
-$225.1K
0
-100%
建仓
HLT
HILTON WORLDWIDE HLDGS INC
+$222.7K
836
建仓
RY
ROYAL BK CDA
+$222.0K
1,687
清仓
ZTS
ZOETIS INC
-$220.1K
0
-100%
增持
NVS
NOVARTIS AG
+$220.1K
10,164
+12%
建仓
—
AMEDISYS INC
+$219.2K
2,228
清仓
EA
ELECTRONIC ARTS INC
-$217.4K
0
-100%
建仓
BMO
BANK MONTREAL QUE
+$216.4K
1,956
清仓
DFSI
DIMENSIONAL ETF TRUST
-$215.7K
0
-100%
清仓
RYN
RAYONIER INC
-$215.6K
0
-100%
增持
AMD
ADVANCED MICRO DEVICES INC
+$213.4K
4,986
+4%
建仓
CCJ
CAMECO CORP
+$211.6K
2,850
减持
SAP
SAP SE
+$210.8K
6,852
-2%
清仓
PH
PARKER-HANNIFIN CORP
-$210.3K
0
-100%
建仓
—
COCA-COLA EUROPACIFIC PARTNE
+$209.4K
2,258
清仓
ELV
ELEVANCE HEALTH INC
-$208.2K
0
-100%
增持
NOW
SERVICENOW INC
+$207.5K
877
+1%
清仓
BMY
BRISTOL-MYERS SQUIBB CO
-$207.3K
0
-100%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$206.6K
1,967
-3%
建仓
AGX
ARGAN INC
+$206.3K
936
清仓
MUSA
MURPHY USA INC
-$206.1K
0
-100%
清仓
MCO
MOODYS CORP
-$204.4K
0
-100%
建仓
IBKR
INTERACTIVE BROKERS GROUP IN
+$202.6K
3,656
建仓
MRVL
MARVELL TECHNOLOGY INC
+$201.3K
2,600
增持
ICLN
ISHARES TR
+$201.0K
118,790
+0%
增持
—
ASML HOLDING N V
+$200.8K
1,319
+2%
清仓
AIG
AMERICAN INTL GROUP INC
-$200.6K
0
-100%
增持
INTU
INTUIT
+$200.2K
1,035
+3%
增持
SPTS
SPDR SERIES TRUST
+$197.4K
227,887
+3%
减持
CGW
INVESCO EXCH TRADED FD TR II
+$189.5K
35,346
-3%
增持
ANSS
ANSYS INC
+$180.1K
1,201
+57%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$170.6K
3,036
+4%
增持
LRCX
LAM RESEARCH CORP
+$168.9K
6,460
+2%
增持
CRWD
CROWDSTRIKE HLDGS INC
+$161.1K
850
+10%
增持
TELFY
TELEFONICA S A
+$155.0K
161,105
+9%
增持
ING
ING GROEP N.V.
+$152.8K
23,175
+28%
增持
PUK
PRUDENTIAL PLC
+$145.7K
24,163
+13%
增持
ANET
ARISTA NETWORKS INC
+$139.8K
4,271
+11%
增持
TAK
TAKEDA PHARMACEUTICAL CO LTD
+$139.5K
35,827
+29%
减持
—
ACCENTURE PLC IRELAND
-$139.1K
1,765
-17%
增持
KLAC
KLA CORP
+$136.5K
502
+9%
增持
WAB
WABTEC
+$136.2K
3,113
+10%
增持
MA
MASTERCARD INCORPORATED
+$135.3K
4,704
+3%
增持
PANW
PALO ALTO NETWORKS INC
+$134.1K
3,557
+2%
增持
—
JOHNSON CTLS INTL PLC
+$133.8K
4,711
+4%
增持
ASX
ASE TECHNOLOGY HLDG CO LTD
+$131.3K
34,344
+35%
增持
PWR
QUANTA SVCS INC
+$130.6K
939
+6%
减持
MU
MICRON TECHNOLOGY INC
+$125.6K
3,815
-4%
增持
—
SPOTIFY TECHNOLOGY S A
+$125.5K
512
+5%
减持
—
TRANE TECHNOLOGIES PLC
+$124.1K
1,458
-4%
增持
MCHP
MICROCHIP TECHNOLOGY INC.
+$121.6K
5,026
+5%
减持
TMUS
T-MOBILE US INC
-$119.1K
2,780
-5%
增持
VIV
TELEFONICA BRASIL SA
+$118.9K
32,445
+13%
增持
PG
PROCTER AND GAMBLE CO
+$116.2K
11,955
+14%
减持
WY
WEYERHAEUSER CO MTN BE
-$109.7K
9,952
-20%
增持
CDNS
CADENCE DESIGN SYSTEM INC
+$105.6K
1,762
+3%
增持
QCOM
QUALCOMM INC
+$105.4K
3,874
+16%
增持
—
LINDE PLC
+$103.9K
1,928
+12%
增持
BLK
BLACKROCK INC
+$103.5K
318
+31%
增持
TXN
TEXAS INSTRS INC
+$103.1K
2,944
+4%
增持
KO
COCA COLA CO
+$101.3K
10,495
+17%
减持
EFIV
SPDR SERIES TRUST
-$100.4K
4,370
-34%
增持
SBS
COMPANHIA DE SANEAMENTO BASI
+$91.9K
18,761
+5%
清仓
—
EQUITY COMWLTH
-$91.9K
0
-100%
减持
ADI
ANALOG DEVICES INC
+$90.8K
2,754
-2%
增持
ISRG
INTUITIVE SURGICAL INC
+$90.5K
1,161
+6%
减持
JPM
JPMORGAN CHASE & CO.
+$88.9K
2,570
-4%
增持
AAPL
APPLE INC
-$88.4K
27,986
+7%
减持
KMB
KIMBERLY-CLARK CORP
-$88.4K
4,667
-4%
增持
—
ASTRAZENECA PLC
+$87.8K
11,504
+18%
增持
XYL
XYLEM INC
+$87.8K
2,279
+32%
增持
—
FERRARI N V
+$86.6K
872
+9%
增持
BNS
BANK NOVA SCOTIA HALIFAX
+$83.9K
7,349
+8%
减持
BKNG
BOOKING HOLDINGS INC
+$83.4K
112
-8%
增持
—
THOMSON REUTERS CORP
+$78.8K
2,509
+2%
减持
AMGN
AMGEN INC
-$78.1K
2,029
-2%
增持
ABBV
ABBVIE INC
-$77.6K
4,935
+4%
减持
MUB
ISHARES TR
-$77.2K
4,019
-15%
减持
MRSH
MARSH & MCLENNAN COS INC
-$75.4K
1,269
-12%
减持
WM
WASTE MGMT INC DEL
-$75.3K
1,308
-19%
增持
WMT
WALMART INC
+$75.2K
7,440
+0%
增持
UMC
UNITED MICROELECTRONICS CORP
+$74.3K
44,232
+20%
增持
NWG
NATWEST GROUP PLC
+$74.2K
17,418
+21%
减持
TSLA
TESLA INC
+$73.9K
2,752
-11%
减持
ADSK
AUTODESK INC
+$73.9K
1,702
-2%
增持
ITUB
ITAU UNIBANCO HLDG S A
+$73.0K
45,096
+6%
减持
SBUX
STARBUCKS CORP
-$70.4K
4,094
-10%
增持
HBM
HUDBAY MINERALS INC
+$68.8K
18,647
+10%
增持
NVO
NOVO-NORDISK A S
+$68.2K
5,922
+21%
增持
SNPS
SYNOPSYS INC
+$68.0K
787
+1%
减持
BDX
BECTON DICKINSON & CO
-$67.0K
1,178
-0%
增持
WPM
WHEATON PRECIOUS METALS CORP
+$66.5K
3,843
+7%
建仓
AQN
ALGONQUIN PWR UTILS CORP
+$65.7K
11,465
增持
HDB
HDFC BANK LTD
+$63.7K
3,902
+10%
增持
BBD
BANCO BRADESCO S A
+$62.7K
64,748
+5%
增持
—
COMPANHIA PARANAENSE DE ENER
+$61.4K
20,066
+20%
减持
SYK
STRYKER CORPORATION
+$60.3K
3,142
-1%
减持
MUNI
PIMCO ETF TR
-$60.2K
7,818
-13%
增持
ARCC
ARES CAPITAL CORP
+$59.2K
23,967
+14%
减持
DIS
DISNEY WALT CO
+$58.3K
3,398
-8%
增持
ABT
ABBOTT LABS
+$57.6K
4,369
+8%
减持
CP
CANADIAN PACIFIC KANSAS CITY
+$57.2K
7,573
-2%
增持
VOD
VODAFONE GROUP PLC NEW
+$56.9K
30,911
+6%
增持
CL
COLGATE PALMOLIVE CO
+$56.7K
3,276
+27%
增持
V
VISA INC
+$55.5K
5,701
+1%
减持
MELI
MERCADOLIBRE INC
+$53.2K
121
-10%
增持
SONY
SONY GROUP CORP
+$52.2K
11,802
+18%
