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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
22Q4 调仓
2022-09-30 → 2022-12-31 · 共 150 项
建仓 15
增持 65
减持 59
清仓 11
方向
标的
Δ市值
现股数(环比)
建仓
QLTA
ISHARES TR
+$17.1M
369,477
减持
AMZN
AMAZON COM INC
-$4.8M
40,152
-45%
增持
DGRW
WISDOMTREE TR
+$3.8M
495,633
+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。
增持
FLRN
SPDR SER TR
+$3.8M
445,817
+38%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$3.4M
66,698
+1329%
建仓
NFLX
NETFLIX INC
+$2.9M
9,899
增持
IWD
ISHARES TR
+$2.5M
76,473
+15%
建仓
LNG
CHENIERE ENERGY INC
+$2.4M
15,909
清仓
MMM
3M CO
-$1.8M
0
-100%
增持
JPM
JPMORGAN CHASE & CO
+$1.7M
55,861
+1%
增持
VEU
VANGUARD INTL EQUITY INDEX F
+$1.6M
251,462
+2%
增持
VUG
VANGUARD INDEX FDS
+$1.6M
56,422
+16%
减持
SCHD
SCHWAB STRATEGIC TR
+$1.4M
181,717
-2%
减持
ITOT
ISHARES TR
+$1.3M
381,874
-2%
增持
IJH
ISHARES TR
+$1.3M
39,259
+4%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$1.2M
27,215
+1%
增持
LQD
ISHARES TR
+$1.2M
110,420
+8%
清仓
META
META PLATFORMS INC
-$1.2M
0
-100%
增持
XT
ISHARES TR
+$1.2M
120,814
+18%
增持
PFE
PFIZER INC
+$1.1M
147,474
+1%
增持
CSCO
CISCO SYS INC
+$1.1M
100,683
+10%
减持
DDWM
WISDOMTREE TR
+$1.1M
376,730
-1%
减持
IWM
ISHARES TR
-$1.1M
7,957
-47%
增持
NKE
NIKE INC
+$1.1M
27,001
+7%
建仓
DE
DEERE & CO
+$1.0M
2,427
减持
DIS
DISNEY WALT CO
-$995.8K
17,831
-34%
增持
MA
MASTERCARD INCORPORATED
+$993.1K
14,304
+2%
建仓
BA
BOEING CO
+$974.7K
5,117
增持
V
VISA INC
+$912.2K
24,563
+4%
增持
PG
PROCTER AND GAMBLE CO
+$899.5K
34,068
+1%
增持
VXF
VANGUARD INDEX FDS
+$835.0K
53,785
+8%
增持
HON
HONEYWELL INTL INC
+$833.2K
17,345
+0%
增持
HD
HOME DEPOT INC
+$815.1K
18,647
+1%
增持
NEE
NEXTERA ENERGY INC
+$775.2K
34,451
+28%
增持
AMGN
AMGEN INC
+$761.3K
18,874
+1%
减持
CVX
CHEVRON CORP NEW
+$697.2K
23,841
-4%
增持
SBUX
STARBUCKS CORP
+$661.5K
41,688
+1%
建仓
SPMB
SPDR SER TR
+$658.8K
30,360
减持
JNJ
JOHNSON & JOHNSON
+$654.8K
50,307
-0%
增持
BIL
SPDR SER TR
+$648.4K
142,226
+5%
增持
MSFT
MICROSOFT CORP
+$646.1K
66,621
+1%
增持
MDLZ
MONDELEZ INTL INC
+$626.5K
50,045
+1%
增持
AAPL
APPLE INC
-$604.8K
117,210
+2%
减持
IEFA
ISHARES TR
+$596.3K
97,393
-5%
减持
UNP
UNION PAC CORP
-$583.5K
10,230
-26%
减持
AGG
ISHARES TR
-$557.6K
3,572
-62%
增持
BAC
BANK AMERICA CORP
+$545.6K
152,040
+2%
减持
BND
VANGUARD BD INDEX FDS
-$528.4K
313,454
-3%
减持
APD
AIR PRODS & CHEMS INC
+$523.3K
7,228
-1%
减持
INTC
INTEL CORP
-$515.4K
19,052
-52%
增持
CMCSA
COMCAST CORP NEW
+$504.6K
71,821
+5%
增持
NANR
SPDR INDEX SHS FDS
+$502.3K
38,515
+16%
减持
VEA
VANGUARD TAX-MANAGED FDS
+$498.6K
141,876
-5%
增持
WMT
WALMART INC
+$494.5K
36,409
+1%
建仓
—
EXXON MOBIL CORP
+$489.7K
4,439
增持
COST
COSTCO WHSL CORP NEW
+$467.6K
6,732
+22%
增持
VZ
VERIZON COMMUNICATIONS INC
+$450.9K
121,748
+6%
减持
PSX
PHILLIPS 66
+$436.7K
26,620
-8%
清仓
XLC
SELECT SECTOR SPDR TR
-$386.0K
0
-100%
减持
MCD
MCDONALDS CORP
+$376.7K
15,018
-3%
增持
CRM
SALESFORCE INC
+$366.7K
22,277
+24%
增持
AXP
AMERICAN EXPRESS CO
+$347.1K
19,581
+4%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$331.0K
5,769
+3%
清仓
IUSB
ISHARES TR
-$322.0K
0
-100%
清仓
IEMG
ISHARES INC
-$316.0K
0
-100%
清仓
TOTL
SSGA ACTIVE ETF TR
-$314.0K
0
-100%
增持
WTPI
WISDOMTREE TR
+$312.8K
210,837
+4%
建仓
VNQ
VANGUARD INDEX FDS
+$311.3K
3,774
增持
KOMP
SPDR SER TR
+$307.1K
49,241
+16%
减持
ABBV
ABBVIE INC
+$300.0K
11,626
-1%
减持
PEP
PEPSICO INC
+$291.5K
29,804
-4%
减持
—
BLACKROCK INC
+$287.9K
2,000
-3%
增持
PYPL
PAYPAL HLDGS INC
-$286.9K
26,258
+5%
减持
UNH
UNITEDHEALTH GROUP INC
+$279.4K
12,038
-0%
增持
GOOGL
ALPHABET INC
+$274.4K
93,669
+12%
减持
LMT
LOCKHEED MARTIN CORP
+$266.3K
3,349
-5%
清仓
CCI
CROWN CASTLE INC
-$258.0K
0
-100%
建仓
WPC
WP CAREY INC
+$249.9K
3,197
建仓
IHDG
WISDOMTREE TR
+$245.1K
6,878
清仓
DGRO
ISHARES TR
-$239.0K
0
-100%
增持
UCON
FIRST TR EXCHNG TRADED FD VI
+$234.3K
40,951
+30%
减持
GD
GENERAL DYNAMICS CORP
+$234.2K
8,170
-3%
增持
MBCN
MIDDLEFIELD BANC CORP
+$228.7K
39,404
+25%
减持
IJR
ISHARES TR
+$228.5K
47,056
-3%
清仓
TSLA
TESLA INC
-$228.0K
0
-100%
建仓
VYM
VANGUARD WHITEHALL FDS
+$217.3K
2,008
建仓
UVV
UNIVERSAL CORP VA
+$217.2K
4,113
清仓
SHV
ISHARES TR
-$216.0K
0
-100%
减持
BOND
PIMCO ETF TR
-$214.0K
3,194
-43%
减持
IVV
ISHARES TR
+$213.2K
32,079
-5%
清仓
WASH
WASHINGTON TR BANCORP INC
-$211.0K
0
-100%
增持
DUK
DUKE ENERGY CORP NEW
+$210.8K
16,086
+4%
建仓
ORCL
ORACLE CORP
+$207.5K
2,538
减持
IBM
INTERNATIONAL BUSINESS MACHS
+$206.0K
12,115
-4%
建仓
VOT
VANGUARD INDEX FDS
+$205.8K
1,144
建仓
BEN
FRANKLIN RESOURCES INC
+$202.9K
7,689
减持
KMB
KIMBERLY-CLARK CORP
+$201.3K
8,959
-1%
减持
MGK
VANGUARD WORLD FD
-$198.8K
51,178
-1%
减持
COP
CONOCOPHILLIPS
+$197.3K
27,231
-8%
减持
VO
VANGUARD INDEX FDS
+$195.6K
25,428
-4%
减持
NOC
NORTHROP GRUMMAN CORP
+$193.0K
3,191
-3%
减持
MINT
PIMCO ETF TR
-$180.9K
82,231
-2%
减持
BSV
VANGUARD BD INDEX FDS
-$179.2K
13,758
-15%
增持
MO
ALTRIA GROUP INC
+$156.0K
19,578
+7%
减持
PDBC
INVESCO ACTVELY MNGD ETC FD
-$146.1K
53,106
-8%
减持
MRK
MERCK & CO INC
+$144.9K
6,470
-3%
增持
UPS
UNITED PARCEL SERVICE INC
+$133.1K
9,112
+1%
减持
MUB
ISHARES TR
-$122.0K
4,122
-24%
增持
WM
WASTE MGMT INC DEL
+$117.9K
12,945
+8%
减持
KO
COCA COLA CO
+$114.8K
25,417
-5%
减持
CAT
CATERPILLAR INC
+$114.3K
1,792
-7%
减持
VLO
VALERO ENERGY CORP
+$113.2K
6,307
-2%
减持
ADBE
ADOBE SYSTEMS INCORPORATED
-$112.5K
6,619
-22%
减持
AVGO
BROADCOM INC
+$107.0K
964
-1%
减持
EMR
EMERSON ELEC CO
+$106.4K
5,709
-5%
增持
—
MEDTRONIC PLC
+$93.9K
30,389
+8%
减持
TXN
TEXAS INSTRS INC
+$75.8K
10,064
-2%
减持
ITW
ILLINOIS TOOL WKS INC
+$73.1K
2,605
-6%
增持
GPC
GENUINE PARTS CO
+$65.3K
2,185
+4%
增持
SPHD
INVESCO EXCH TRADED FD TR II
+$64.8K
12,452
+1%
减持
CL
COLGATE PALMOLIVE CO
+$64.7K
11,342
-4%
减持
IDV
ISHARES TR
+$56.2K
24,050
-9%
减持
VTI
VANGUARD INDEX FDS
-$53.8K
5,953
-10%
增持
IWF
ISHARES TR
+$52.0K
2,543
+9%
减持
CMI
CUMMINS INC
+$49.2K
1,705
-5%
增持
PM
PHILIP MORRIS INTL INC
+$49.1K
2,707
+0%
增持
VB
VANGUARD INDEX FDS
+$47.8K
2,314
+5%
减持
GLD
SPDR GOLD TR
-$46.0K
1,250
-25%
增持
ADM
ARCHER DANIELS MIDLAND CO
+$45.9K
3,251
+2%
增持
COM
DIREXION SHS ETF TR
+$44.8K
109,951
+3%
增持
VTIP
VANGUARD MALVERN FDS
+$43.0K
200,021
+3%
减持
USB
US BANCORP DEL
+$41.8K
23,085
-4%
增持
GOOG
ALPHABET INC
-$39.5K
18,207
+6%
减持
VTV
VANGUARD INDEX FDS
-$38.1K
2,599
-20%
减持
SUB
ISHARES TR
-$36.3K
3,689
-10%
增持
VV
VANGUARD INDEX FDS
+$34.2K
2,997
+0%
减持
SPY
SPDR S&P 500 ETF TR
+$34.2K
2,348
-3%
减持
VWO
VANGUARD INTL EQUITY INDEX F
-$33.8K
7,599
-16%
增持
NUMV
NUSHARES ETF TR
+$33.2K
11,200
+6%
增持
DPZ
DOMINOS PIZZA INC
+$32.5K
876
+0%
增持
LVHD
LEGG MASON ETF INVT
+$32.2K
8,205
+0%
增持
IJK
ISHARES TR
+$30.3K
5,451
+0%
减持
QCOM
QUALCOMM INC
-$29.4K
9,474
-0%
增持
LOW
LOWES COS INC
+$28.5K
2,321
+0%
增持
MFC
MANULIFE FINL CORP
+$26.7K
12,370
+0%
减持
LLY
LILLY ELI & CO
+$25.5K
3,166
-10%
增持
TROW
PRICE T ROWE GROUP INC
+$21.6K
4,792
+0%
减持
EFAV
ISHARES TR
+$15.4K
5,337
-6%
增持
CVS
CVS HEALTH CORP
-$14.9K
23,458
+2%
减持
—
EATON CORP PLC
+$14.6K
3,208
-12%
