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Fundamentun, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Fundamentun, LLC
报告期 2026-03-31 · CIK 0001707206
持仓数
371
前50大市值合计
$1.87B
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($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
21Q2
22Q1 调仓
2021-06-30 → 2022-03-31 · 共 150 项
建仓 49
增持 89
减持 3
清仓 9
方向
标的
Δ市值
现股数(环比)
增持
ITOT
ISHARES TR
+$18.7M
344,301
+112%
建仓
VUG
VANGUARD INDEX FDS
+$14.7M
51,014
增持
BND
VANGUARD BD INDEX FDS
+$12.3M
291,781
+130%
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
DGRW
WISDOMTREE TR
+$11.2M
452,171
+53%
建仓
IWD
ISHARES TR
+$11.0M
66,383
增持
LQD
ISHARES TR
+$9.2M
95,887
+432%
增持
AAPL
APPLE INC
+$7.8M
125,141
+22%
增持
MSFT
MICROSOFT CORP
+$6.3M
69,120
+25%
增持
DDWM
WISDOMTREE TR
+$6.3M
342,340
+149%
建仓
XT
ISHARES TR
+$5.9M
100,711
增持
VEU
VANGUARD INTL EQUITY INDEX F
+$5.9M
218,335
+109%
增持
FLRN
SPDR SER TR
+$5.9M
296,335
+193%
增持
VTIP
VANGUARD MALVERN FDS
+$5.8M
167,184
+217%
增持
IJH
ISHARES TR
+$5.7M
38,248
+124%
增持
VO
VANGUARD INDEX FDS
+$5.5M
25,490
+1011%
建仓
MA
MASTERCARD INCORPORATED
+$5.3M
14,718
增持
IVV
ISHARES TR
+$4.3M
35,034
+30%
增持
IWM
ISHARES TR
+$3.8M
19,818
+1616%
增持
WTPI
WISDOMTREE TR
+$3.5M
164,077
+128%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$3.2M
28,370
+15%
减持
MRK
MERCK & CO INC
-$3.0M
3,494
-92%
增持
JNJ
JOHNSON & JOHNSON
+$2.8M
52,105
+33%
增持
PFE
PFIZER INC
+$2.7M
152,857
+15%
增持
UNH
UNITEDHEALTH GROUP INC
+$2.7M
14,482
+24%
增持
GOOGL
ALPHABET INC
+$2.7M
4,120
+15%
增持
AMZN
AMAZON COM INC
+$2.6M
3,924
+33%
建仓
NANR
SPDR INDEX SHS FDS
+$2.5M
43,412
增持
CVX
CHEVRON CORP NEW
+$2.3M
30,788
+20%
建仓
KOMP
SPDR SER TR
+$1.9M
37,019
增持
PEP
PEPSICO INC
+$1.9M
34,236
+32%
增持
PG
PROCTER AND GAMBLE CO
+$1.8M
34,955
+34%
增持
WMT
WALMART INC
+$1.7M
37,637
+35%
增持
VEA
VANGUARD TAX-MANAGED INTL FD
+$1.6M
222,457
+26%
增持
CSCO
CISCO SYS INC
+$1.6M
88,967
+40%
增持
UNP
UNION PAC CORP
+$1.5M
14,716
+31%
增持
VZ
VERIZON COMMUNICATIONS INC
+$1.5M
111,113
+49%
清仓
RTX
RAYTHEON TECHNOLOGIES CORP
-$1.5M
0
-100%
增持
COST
COSTCO WHSL CORP NEW
+$1.4M
6,272
+14%
增持
MINT
PIMCO ETF TR
+$1.4M
89,676
+21%
建仓
SPMB
SPDR SER TR
+$1.4M
58,616
增持
GOOG
ALPHABET INC
+$1.3M
931
+81%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$1.3M
6,109
+34%
增持
MCD
MCDONALDS CORP
+$1.3M
16,294
+36%
增持
AMGN
AMGEN INC
+$1.2M
19,059
+37%
增持
ABBV
ABBVIE INC
+$1.2M
13,157
+56%
增持
JPM
JPMORGAN CHASE & CO
+$1.2M
57,760
+34%
减持
COP
CONOCOPHILLIPS
+$1.2M
33,663
-7%
建仓
AGG
ISHARES TR
+$1.1M
10,353
增持
VXF
VANGUARD INDEX FDS
+$1.1M
47,253
+32%
建仓
SPY
SPDR S&P 500 ETF TR
+$1.0M
2,282
建仓
VNQ
VANGUARD INDEX FDS
+$1.0M
9,497
增持
MGK
VANGUARD WORLD FD
+$1.0M
57,332
+6%
增持
IJR
ISHARES TR
+$1.0M
50,880
+28%
增持
V
VISA INC
+$983.0K
25,189
+28%
增持
CVS
CVS HEALTH CORP
+$966.0K
26,432
+29%
增持
IWR
ISHARES TR
+$961.0K
18,106
+218%
增持
IEFA
ISHARES TR
+$959.0K
150,067
+19%
增持
HD
HOME DEPOT INC
+$957.0K
19,354
+28%
建仓
PDBC
INVESCO ACTIVLY MANGD ETC FD
+$937.0K
53,105
增持
UPS
UNITED PARCEL SERVICE INC
+$884.0K
7,968
+101%
增持
SCHD
SCHWAB STRATEGIC TR
+$879.0K
193,487
+2%
建仓
—
BERKSHIRE GREY INC
+$875.0K
303,698
增持
NEE
NEXTERA ENERGY INC
+$851.0K
27,941
+35%
增持
MDLZ
MONDELEZ INTL INC
+$848.0K
53,369
+33%
增持
AXP
AMERICAN EXPRESS CO
+$792.0K
19,856
+12%
增持
VTI
VANGUARD INDEX FDS
+$787.0K
8,005
+72%
增持
KO
COCA COLA CO
+$757.0K
28,117
+54%
增持
PYPL
PAYPAL HLDGS INC
-$757.0K
18,648
+87%
增持
LMT
LOCKHEED MARTIN CORP
+$756.0K
3,504
+68%
增持
GD
GENERAL DYNAMICS CORP
+$729.0K
8,757
+19%
增持
TXN
TEXAS INSTRS INC
+$728.0K
10,935
+65%
增持
WM
WASTE MGMT INC DEL
+$708.0K
13,701
+31%
建仓
XLK
SELECT SECTOR SPDR TR
+$698.0K
4,393
增持
—
BLACKROCK INC
+$694.0K
2,162
+97%
增持
PSX
PHILLIPS 66
+$693.0K
29,666
+36%
增持
LLY
LILLY ELI & CO
+$680.0K
4,203
+84%
增持
BAC
BK OF AMERICA CORP
+$660.0K
151,631
+12%
建仓
IJK
ISHARES TR
+$654.0K
8,458
增持
INTC
INTEL CORP
+$653.0K
34,375
+84%
增持
IEMG
ISHARES INC
+$640.0K
15,461
+373%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$635.0K
19,324
+309%
建仓
VV
VANGUARD INDEX FDS
+$617.0K
2,959
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$603.0K
12,848
+76%
增持
HON
HONEYWELL INTL INC
+$582.0K
17,587
+36%
增持
DUK
DUKE ENERGY CORP NEW
+$573.0K
17,440
+25%
建仓
AVGO
BROADCOM INC
+$565.0K
898
建仓
XLC
SELECT SECTOR SPDR TR
+$561.0K
8,163
增持
MUB
ISHARES TR
+$541.0K
7,244
+235%
增持
—
MEDTRONIC PLC
+$533.0K
28,836
+34%
增持
LHX
L3HARRIS TECHNOLOGIES INC
+$523.0K
7,532
+21%
建仓
VB
VANGUARD INDEX FDS
+$515.0K
2,422
增持
QCOM
QUALCOMM INC
+$504.0K
10,019
+39%
建仓
VTV
VANGUARD INDEX FDS
+$503.0K
3,400
增持
USB
US BANCORP DEL
+$494.0K
25,405
+69%
增持
SBUX
STARBUCKS CORP
+$489.0K
45,275
+39%
建仓
BX
BLACKSTONE INC
+$477.0K
3,757
增持
NKE
NIKE INC
+$465.0K
25,730
+33%
增持
MO
ALTRIA GROUP INC
+$442.0K
20,515
+55%
增持
VLO
VALERO ENERGY CORP
+$441.0K
7,149
+96%
增持
MMM
3M CO
+$438.0K
17,299
+61%
增持
—
EATON CORP PLC
+$430.0K
4,709
+145%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$420.0K
13,964
+55%
增持
KMB
KIMBERLY-CLARK CORP
+$396.0K
8,371
+76%
建仓
IJJ
ISHARES TR
+$394.0K
3,596
清仓
QQQ
INVESCO QQQ TR
-$393.0K
0
-100%
建仓
GLD
SPDR GOLD TR
+$390.0K
2,158
建仓
NUMV
NUSHARES ETF TR
+$381.0K
10,583
清仓
PGX
INVESCO EXCH TRADED FD TR II
-$370.0K
0
-100%
建仓
EFA
ISHARES TR
+$362.0K
4,912
增持
CMCSA
COMCAST CORP NEW
+$356.0K
63,504
+38%
建仓
C
CITIGROUP INC
+$352.0K
6,583
增持
META
META PLATFORMS INC
-$351.0K
12,758
+39%
建仓
DPZ
DOMINOS PIZZA INC
+$350.0K
859
建仓
JMST
J P MORGAN EXCHANGE-TRADED F
+$324.0K
6,398
增持
CRM
SALESFORCE COM INC
+$317.0K
17,466
+26%
建仓
DHR
DANAHER CORPORATION
+$311.0K
1,060
清仓
IP
INTERNATIONAL PAPER CO
-$304.0K
0
-100%
建仓
TSLA
TESLA INC
+$295.0K
274
建仓
—
LAM RESEARCH CORP
+$291.0K
542
增持
TROW
PRICE T ROWE GROUP INC
+$289.0K
6,877
+81%
建仓
LOW
LOWES COS INC
+$288.0K
1,426
建仓
NVDA
NVIDIA CORPORATION
+$288.0K
1,056
建仓
XLY
SELECT SECTOR SPDR TR
+$285.0K
1,543
建仓
ABT
ABBOTT LABS
+$281.0K
2,373
增持
APD
AIR PRODS & CHEMS INC
+$279.0K
7,495
+35%
增持
EMR
EMERSON ELEC CO
+$279.0K
6,807
+69%
建仓
CE
CELANESE CORP DEL
+$272.0K
1,907
建仓
MFC
MANULIFE FINL CORP
+$264.0K
12,352
增持
ITW
ILLINOIS TOOL WKS INC
+$261.0K
2,812
+92%
建仓
ZTS
ZOETIS INC
+$256.0K
1,356
清仓
IWS
ISHARES TR
-$255.0K
0
-100%
建仓
VOT
VANGUARD INDEX FDS
+$254.0K
1,137
建仓
VCIT
VANGUARD SCOTTSDALE FDS
+$253.0K
2,941
减持
JPST
J P MORGAN EXCHANGE-TRADED F
-$252.0K
12,158
-29%
增持
DIS
DISNEY WALT CO
+$249.0K
24,781
+38%
清仓
—
UBS AG LONDON BRANCH
-$245.0K
0
-100%
建仓
ESGU
ISHARES TR
+$241.0K
2,376
建仓
JEPI
J P MORGAN EXCHANGE-TRADED F
+$241.0K
3,923
建仓
EEM
ISHARES TR
+$240.0K
5,310
建仓
ADM
ARCHER DANIELS MIDLAND CO
+$231.0K
2,554
清仓
GBIL
GOLDMAN SACHS ETF TR
-$225.0K
0
-100%
建仓
IVW
ISHARES TR
+$222.0K
2,907
建仓
HYG
ISHARES TR
+$220.0K
2,670
清仓
FSK
FS KKR CAP CORP
-$213.0K
0
-100%
建仓
INTU
INTUIT
+$213.0K
442
建仓
SO
SOUTHERN CO
+$212.0K
2,928
清仓
EMB
ISHARES TR
-$211.0K
0
-100%
建仓
IWO
ISHARES TR
+$210.0K
823
增持
IWF
ISHARES TR
+$206.0K
2,335
+44%
建仓
DEO
DIAGEO PLC
+$205.0K
1,011
