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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
23Q2 调仓
2023-03-31 → 2023-06-30 · 共 150 项
建仓 4
增持 97
减持 39
清仓 10
方向
标的
Δ市值
现股数(环比)
建仓
JEPI
J P MORGAN EXCHANGE TRADED F
+$13.9M
251,201
增持
ITOT
ISHARES TR
+$4.3M
433,439
+3%
减持
VZ
VERIZON COMMUNICATIONS INC
-$3.6M
12,459
-88%
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
MSFT
MICROSOFT CORP
+$3.5M
68,991
-0%
减持
AAPL
APPLE INC
+$3.4M
120,312
-1%
增持
DGRW
WISDOMTREE TR
+$3.0M
530,281
+2%
增持
NFLX
NETFLIX INC
+$2.4M
13,584
+30%
增持
MGK
VANGUARD WORLD FD
+$2.2M
56,062
+5%
增持
GOOGL
ALPHABET INC
+$2.2M
109,556
+4%
增持
QLTA
ISHARES TR
+$1.9M
432,257
+12%
减持
BIL
SPDR SER TR
-$1.9M
104,751
-16%
减持
VUG
VANGUARD INDEX FDS
+$1.8M
57,036
-1%
增持
AVGO
BROADCOM INC
+$1.7M
2,732
+168%
增持
IVV
ISHARES TR
+$1.7M
33,843
+4%
增持
—
EXXON MOBIL CORP
+$1.7M
27,088
+139%
增持
BA
BOEING CO
+$1.7M
13,078
+152%
增持
BND
VANGUARD BD INDEX FDS
+$1.6M
372,901
+8%
增持
JPM
JPMORGAN CHASE & CO
+$1.3M
57,560
+6%
增持
UNH
UNITEDHEALTH GROUP INC
+$1.2M
14,583
+18%
增持
FLRN
SPDR SER TR
+$1.1M
509,577
+7%
增持
IJH
ISHARES TR
+$1.1M
40,846
+6%
减持
AMZN
AMAZON COM INC
+$894.1K
38,084
-3%
减持
KMB
KIMBERLY-CLARK CORP
-$869.0K
2,834
-70%
增持
IWD
ISHARES TR
+$859.9K
81,646
+3%
增持
VXF
VANGUARD INDEX FDS
+$839.2K
59,474
+4%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$830.3K
26,479
-0%
增持
JNJ
JOHNSON & JOHNSON
+$823.0K
52,788
+3%
减持
COM
DIREXION SHS ETF TR
-$811.3K
90,475
-20%
减持
UNP
UNION PAC CORP
-$785.5K
6,142
-39%
增持
WTPI
WISDOMTREE TR
+$779.2K
250,471
+6%
减持
VO
VANGUARD INDEX FDS
-$770.5K
20,875
-18%
增持
VEU
VANGUARD INTL EQUITY INDEX F
+$769.3K
278,669
+4%
增持
DDWM
WISDOMTREE TR
+$726.2K
411,570
+5%
增持
SCHD
SCHWAB STRATEGIC TR
+$717.0K
197,409
+6%
增持
LQD
ISHARES TR
+$690.5K
126,919
+7%
减持
USB
US BANCORP DEL
-$677.3K
7,579
-71%
减持
ADBE
ADOBE SYSTEMS INCORPORATED
+$641.2K
6,445
-1%
减持
QCOM
QUALCOMM INC
-$623.9K
6,045
-43%
增持
BAC
BANK AMERICA CORP
+$595.3K
175,590
+13%
增持
HD
HOME DEPOT INC
+$523.9K
19,531
+4%
清仓
EMR
EMERSON ELEC CO
-$509.4K
0
-100%
增持
IJR
ISHARES TR
+$505.1K
49,737
+8%
增持
LLY
LILLY ELI & CO
+$496.4K
3,619
+3%
增持
XT
ISHARES TR
+$481.1K
127,606
+2%
增持
WMT
WALMART INC
+$472.8K
37,113
+2%
增持
GOOG
ALPHABET INC
+$467.5K
18,761
+8%
增持
MCD
MCDONALDS CORP
+$461.6K
16,092
+4%
建仓
MCK
MCKESSON CORP
+$461.5K
1,080
增持
VTIP
VANGUARD MALVERN FDS
+$445.5K
229,277
+5%
增持
PFE
PFIZER INC
-$424.4K
139,956
+3%
减持
MA
MASTERCARD INCORPORATED
+$412.7K
14,163
-0%
增持
CMCSA
COMCAST CORP NEW
+$404.4K
84,904
+3%
增持
HON
HONEYWELL INTL INC
+$391.4K
18,105
+3%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$381.9K
137,496
+4%
增持
IEFA
ISHARES TR
+$372.7K
93,426
+5%
增持
AXP
AMERICAN EXPRESS CO
+$371.0K
22,579
+5%
清仓
CMI
CUMMINS INC
-$365.4K
0
-100%
增持
MRK
MERCK & CO INC
+$359.4K
17,847
+12%
增持
COST
COSTCO WHSL CORP NEW
+$336.1K
7,166
+1%
增持
AMGN
AMGEN INC
-$335.6K
20,467
+1%
清仓
AGG
ISHARES TR
-$325.3K
0
-100%
清仓
FITB
FIFTH THIRD BANCORP
-$323.0K
0
-100%
增持
TMO
THERMO FISHER SCIENTIFIC INC
-$308.7K
5,704
+0%
增持
NKE
NIKE INC
-$305.1K
27,602
+1%
增持
—
MEDTRONIC PLC
+$296.9K
33,453
+2%
减持
IWM
ISHARES TR
-$294.6K
5,794
-25%
减持
V
VISA INC
+$292.1K
24,341
-0%
清仓
VNQ
VANGUARD INDEX FDS
-$266.4K
0
-100%
减持
MO
ALTRIA GROUP INC
-$262.4K
13,839
-31%
增持
CSCO
CISCO SYS INC
+$245.5K
111,372
+6%
清仓
GLD
SPDR GOLD TR
-$229.0K
0
-100%
建仓
UNIY
WISDOMTREE TR
+$227.7K
4,676
清仓
MFC
MANULIFE FINL CORP
-$227.2K
0
-100%
增持
PG
PROCTER AND GAMBLE CO
+$223.2K
35,485
+2%
增持
PEP
PEPSICO INC
+$222.4K
30,570
+2%
增持
KOMP
SPDR SER TR
+$208.0K
55,684
+4%
清仓
—
LAM RESEARCH CORP
-$207.3K
0
-100%
清仓
VCSH
VANGUARD SCOTTSDALE FDS
-$206.6K
0
-100%
建仓
FNF
FIDELITY NATIONAL FINANCIAL
+$204.5K
5,681
减持
DIS
DISNEY WALT CO
-$197.4K
16,397
-1%
增持
PYPL
PAYPAL HLDGS INC
-$184.5K
24,616
+2%
减持
CRM
SALESFORCE INC
+$174.5K
21,885
-2%
增持
WM
WASTE MGMT INC DEL
+$161.1K
14,028
+1%
增持
LMT
LOCKHEED MARTIN CORP
+$157.0K
3,754
+13%
增持
—
BLACKROCK INC
+$150.6K
2,154
+8%
减持
NVDA
NVIDIA CORPORATION
+$150.5K
1,126
-4%
增持
ABBV
ABBVIE INC
-$147.6K
12,579
+9%
增持
SBUX
STARBUCKS CORP
-$141.0K
40,370
+2%
减持
PHYS
SPROTT PHYSICAL GOLD TR
-$137.3K
69,728
-8%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$136.9K
16,313
+25%
减持
MDLZ
MONDELEZ INTL INC
+$135.8K
49,301
-1%
清仓
—
BERKSHIRE GREY INC
-$132.9K
0
-100%
增持
BSV
VANGUARD BD INDEX FDS
+$129.9K
20,288
+11%
增持
APD
AIR PRODS & CHEMS INC
+$125.2K
7,317
+2%
增持
COP
CONOCOPHILLIPS
+$114.3K
20,668
+1%
增持
—
ACCENTURE PLC IRELAND
+$113.8K
1,906
+15%
增持
ORCL
ORACLE CORP
+$97.8K
3,714
+0%
减持
IDV
ISHARES TR
-$97.4K
18,318
-13%
增持
KO
COCA COLA CO
+$93.7K
28,449
+9%
增持
PSX
PHILLIPS 66
-$93.5K
26,708
+3%
增持
VTI
VANGUARD INDEX FDS
+$92.2K
5,684
+0%
增持
ITW
ILLINOIS TOOL WKS INC
+$86.9K
2,773
+11%
减持
SPMB
SPDR SER TR
-$84.4K
14,640
-20%
增持
SPHD
INVESCO EXCH TRADED FD TR II
+$84.3K
14,704
+19%
增持
IWF
ISHARES TR
+$81.2K
2,609
+0%
增持
EFAV
ISHARES TR
+$80.8K
6,935
+21%
增持
VLO
VALERO ENERGY CORP
-$80.5K
6,575
+8%
增持
TXN
TEXAS INSTRS INC
+$78.3K
10,785
+8%
增持
DUK
DUKE ENERGY CORP NEW
-$77.7K
16,760
+2%
减持
MINT
PIMCO ETF TR
-$77.7K
5,216
-13%
增持
VTV
VANGUARD INDEX FDS
+$77.4K
3,029
+19%
减持
META
META PLATFORMS INC
+$76.4K
1,027
-0%
增持
CAT
CATERPILLAR INC
+$73.4K
1,881
+11%
减持
—
EATON CORP PLC
+$73.2K
2,883
-2%
增持
GD
GENERAL DYNAMICS CORP
-$72.3K
8,511
+2%
减持
XLK
SELECT SECTOR SPDR TR
+$68.5K
4,155
-4%
增持
ELV
ELEVANCE HEALTH INC
+$66.7K
1,199
+18%
增持
DPZ
DOMINOS PIZZA INC
+$64.3K
1,241
+16%
减持
TD
TORONTO DOMINION BK ONT
-$64.2K
3,470
-26%
增持
LVHD
LEGG MASON ETF INVT
+$61.2K
10,085
+22%
减持
WPC
WP CAREY INC
-$58.7K
3,701
-7%
增持
LNG
CHENIERE ENERGY INC
-$53.3K
17,746
+1%
增持
VV
VANGUARD INDEX FDS
+$50.2K
3,020
+0%
增持
LHX
L3HARRIS TECHNOLOGIES INC
+$47.8K
7,840
+3%
减持
GDX
VANECK ETF TRUST
-$47.6K
8,365
-10%
增持
PRU
PRUDENTIAL FINL INC
+$43.0K
2,994
+12%
减持
TSLA
TESLA INC
+$39.9K
956
-6%
增持
IJK
ISHARES TR
+$38.6K
5,722
+5%
增持
XEL
XCEL ENERGY INC
+$37.7K
5,855
+21%
增持
CVX
CHEVRON CORP NEW
+$36.2K
25,419
+5%
增持
CL
COLGATE PALMOLIVE CO
+$34.1K
11,831
+1%
减持
DIVY
TIDAL ETF TR
-$33.7K
8,217
-13%
减持
CRWD
CROWDSTRIKE HLDGS INC
+$31.2K
3,259
-0%
增持
EMN
EASTMAN CHEM CO
+$31.2K
2,805
+16%
增持
GPC
GENUINE PARTS CO
+$30.7K
2,656
+6%
增持
NEE
NEXTERA ENERGY INC
+$30.4K
40,737
+5%
增持
WHR
WHIRLPOOL CORP
+$29.5K
1,737
+0%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$24.3K
6,358
+10%
减持
LOW
LOWES COS INC
+$23.6K
2,313
-7%
增持
VYM
VANGUARD WHITEHALL FDS
+$22.3K
2,174
+10%
增持
VB
VANGUARD INDEX FDS
+$22.0K
2,269
+0%
增持
UPS
UNITED PARCEL SERVICE INC
+$21.5K
10,352
+9%
增持
—
KELLOGG CO
+$19.6K
3,297
+9%
减持
TU
TELUS CORPORATION
-$18.9K
11,949
-6%
增持
GLW
CORNING INC
+$14.8K
7,416
+7%
减持
JPST
J P MORGAN EXCHANGE TRADED F
-$14.8K
6,499
-4%
减持
IWP
ISHARES TR
-$14.1K
3,302
-10%
增持
ADM
ARCHER DANIELS MIDLAND CO
+$13.6K
4,084
+10%
增持
ED
CONSOLIDATED EDISON INC
+$13.5K
2,530
+12%
增持
UVV
UNIVERSAL CORP VA
-$13.4K
4,938
+0%
