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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
23Q3 调仓
2023-06-30 → 2023-09-30 · 共 150 项
建仓 8
增持 99
减持 27
清仓 16
方向
标的
Δ市值
现股数(环比)
建仓
FLQM
FRANKLIN TEMPLETON ETF TR
+$9.0M
209,930
清仓
VXF
VANGUARD INDEX FDS
-$8.9M
0
-100%
减持
JNJ
JOHNSON & JOHNSON
-$4.7M
26,107
-51%
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
GOOGL
ALPHABET INC
+$3.5M
127,093
+16%
减持
BIL
SPDR SER TR
-$3.3M
69,249
-34%
增持
VUG
VANGUARD INDEX FDS
+$2.5M
68,456
+20%
增持
IWD
ISHARES TR
+$2.3M
99,967
+22%
建仓
VOO
VANGUARD INDEX FDS
+$2.2M
5,712
增持
DE
DEERE & CO
+$2.2M
8,740
+229%
增持
AAPL
APPLE INC
-$2.1M
123,769
+3%
增持
NEE
NEXTERA ENERGY INC
+$2.1M
89,214
+119%
增持
ADBE
ADOBE INC
+$2.0M
10,155
+58%
减持
MSFT
MICROSOFT CORP
-$1.8M
68,659
-0%
清仓
PYPL
PAYPAL HLDGS INC
-$1.6M
0
-100%
增持
BA
BOEING CO
+$1.6M
22,502
+72%
减持
CVS
CVS HEALTH CORP
-$1.5M
4,939
-81%
增持
AMGN
AMGEN INC
+$1.4M
22,217
+9%
减持
DIS
DISNEY WALT CO
-$1.2M
2,816
-83%
增持
CVX
CHEVRON CORP NEW
+$1.2M
30,918
+22%
增持
NFLX
NETFLIX INC
+$1.2M
18,892
+39%
增持
LLY
ELI LILLY & CO
+$1.1M
5,284
+46%
增持
IJH
ISHARES TR
+$1.1M
47,219
+16%
增持
CSCO
CISCO SYS INC
+$1.1M
126,986
+14%
增持
FLRN
SPDR SER TR
+$977.6K
540,901
+6%
清仓
CL
COLGATE PALMOLIVE CO
-$911.5K
0
-100%
增持
XT
ISHARES TR
+$908.6K
153,294
+20%
增持
LQD
ISHARES TR
+$832.6K
142,694
+12%
增持
SPMB
SPDR SER TR
+$823.5K
55,012
+276%
增持
UNH
UNITEDHEALTH GROUP INC
+$815.5K
15,519
+6%
增持
PSX
PHILLIPS 66
+$773.7K
27,641
+3%
增持
ITOT
ISHARES TR
-$743.2K
442,345
+2%
清仓
QCOM
QUALCOMM INC
-$719.6K
0
-100%
增持
NANR
SPDR INDEX SHS FDS
+$702.1K
53,503
+29%
减持
UPS
UNITED PARCEL SERVICE INC
-$671.2K
7,599
-27%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$670.0K
272,011
+8%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$559.4K
27,373
+3%
增持
GOOG
ALPHABET INC
+$550.6K
21,389
+14%
建仓
VNQ
VANGUARD INDEX FDS
+$516.9K
6,832
增持
CMCSA
COMCAST CORP NEW
+$514.3K
91,160
+7%
增持
EFAV
ISHARES TR
+$492.6K
14,731
+112%
减持
MGK
VANGUARD WORLD FD
-$481.2K
56,021
-0%
增持
COP
CONOCOPHILLIPS
+$474.2K
21,833
+6%
增持
VTIP
VANGUARD MALVERN FDS
+$468.4K
239,863
+5%
增持
CAT
CATERPILLAR INC
+$456.2K
3,366
+79%
增持
LNG
CHENIERE ENERGY INC
+$428.3K
18,872
+6%
清仓
DPZ
DOMINOS PIZZA INC
-$418.3K
0
-100%
增持
COST
COSTCO WHSL CORP NEW
+$414.1K
7,562
+6%
增持
JPM
JPMORGAN CHASE & CO
+$409.1K
60,548
+5%
增持
—
EXXON MOBIL CORP
+$403.7K
28,142
+4%
增持
HD
HOME DEPOT INC
+$403.4K
21,415
+10%
增持
CRM
SALESFORCE INC
+$398.8K
24,767
+13%
增持
MA
MASTERCARD INCORPORATED
+$378.9K
15,026
+6%
增持
MCD
MCDONALDS CORP
-$378.3K
16,793
+4%
增持
BND
VANGUARD BD INDEX FDS
+$359.9K
393,611
+6%
建仓
HSY
HERSHEY CO
+$352.6K
1,762
增持
WMT
WALMART INC
+$336.4K
38,579
+4%
增持
LVHD
LEGG MASON ETF INVT
+$334.7K
20,796
+106%
增持
ABBV
ABBVIE INC
+$324.3K
13,545
+8%
增持
SPHD
INVESCO EXCH TRADED FD TR II
+$322.1K
23,734
+61%
清仓
BOND
PIMCO ETF TR
-$304.2K
0
-100%
增持
IEFA
ISHARES TR
-$283.5K
93,594
+0%
增持
AXP
AMERICAN EXPRESS CO
-$274.2K
24,526
+9%
清仓
VWO
VANGUARD INTL EQUITY INDEX F
-$258.7K
0
-100%
清仓
WHR
WHIRLPOOL CORP
-$258.6K
0
-100%
减持
VO
VANGUARD INDEX FDS
-$255.3K
20,844
-0%
建仓
EOG
EOG RES INC
+$251.6K
1,985
减持
AMZN
AMAZON COM INC
-$251.4K
37,077
-3%
清仓
WPC
WP CAREY INC
-$250.1K
0
-100%
增持
DDWM
WISDOMTREE TR
+$249.1K
430,424
+5%
清仓
UVV
UNIVERSAL CORP VA
-$246.6K
0
-100%
增持
QLTA
ISHARES TR
+$241.5K
457,751
+6%
增持
DUK
DUKE ENERGY CORP NEW
+$237.4K
19,730
+18%
清仓
EMN
EASTMAN CHEM CO
-$234.8K
0
-100%
清仓
ED
CONSOLIDATED EDISON INC
-$228.7K
0
-100%
建仓
SIVR
ABRDN SILVER ETF TRUST
+$228.2K
10,736
建仓
IBDT
ISHARES TR
+$225.5K
9,382
清仓
—
KELLOGG CO
-$222.2K
0
-100%
建仓
IBDR
ISHARES TR
+$222.1K
9,518
清仓
TD
TORONTO DOMINION BK ONT
-$215.2K
0
-100%
清仓
FNF
FIDELITY NATIONAL FINANCIAL
-$204.5K
0
-100%
增持
KOMP
SPDR SER TR
-$203.9K
57,558
+3%
清仓
CCI
CROWN CASTLE INC
-$203.2K
0
-100%
增持
WM
WASTE MGMT INC DEL
-$197.3K
14,665
+5%
增持
VLO
VALERO ENERGY CORP
+$188.2K
6,770
+3%
增持
SCHD
SCHWAB STRATEGIC TR
+$186.3K
205,231
+4%
增持
IVV
ISHARES TR
-$167.2K
34,737
+3%
增持
PEP
PEPSICO INC
-$165.6K
32,440
+6%
增持
PFE
PFIZER INC
+$164.1K
159,712
+14%
增持
TXN
TEXAS INSTRS INC
-$143.6K
11,307
+5%
增持
GD
GENERAL DYNAMICS CORP
+$143.5K
8,937
+5%
增持
—
MEDTRONIC PLC
-$137.4K
35,858
+7%
增持
LMT
LOCKHEED MARTIN CORP
-$135.9K
3,894
+4%
增持
DGRW
WISDOMTREE TR
+$124.8K
558,722
+5%
减持
MO
ALTRIA GROUP INC
-$118.5K
12,090
-13%
增持
WTPI
WISDOMTREE TR
+$117.8K
268,035
+7%
增持
VEA
VANGUARD TAX-MANAGED FDS
-$113.3K
142,641
+4%
增持
COM
DIREXION SHS ETF TR
+$112.8K
93,483
+3%
增持
V
VISA INC
+$110.9K
25,613
+5%
增持
NKE
NIKE INC
-$108.8K
30,722
+11%
增持
MRK
MERCK & CO INC
-$108.8K
18,947
+6%
增持
LHX
L3HARRIS TECHNOLOGIES INC
-$105.4K
8,209
+5%
减持
KMB
KIMBERLY-CLARK CORP
-$96.4K
2,440
-14%
减持
GPC
GENUINE PARTS CO
-$92.2K
2,475
-7%
增持
ORCL
ORACLE CORP
+$88.4K
5,011
+35%
减持
VZ
VERIZON COMMUNICATIONS INC
-$84.4K
11,691
-6%
增持
SBUX
STARBUCKS CORP
-$76.9K
42,973
+6%
减持
IHDG
WISDOMTREE TR
-$74.4K
8,916
-15%
增持
VTV
VANGUARD INDEX FDS
+$71.5K
3,639
+20%
增持
HON
HONEYWELL INTL INC
+$63.4K
20,679
+14%
减持
TU
TELUS CORPORATION
-$63.2K
10,362
-13%
增持
BAC
BANK AMERICA CORP
+$62.8K
186,286
+6%
减持
MINT
PIMCO ETF TR
-$62.8K
4,570
-12%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$60.2K
5,998
+5%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$56.6K
18,950
+16%
增持
IJR
ISHARES TR
+$54.5K
53,120
+7%
增持
DIVY
TIDAL ETF TR
+$54.4K
10,561
+29%
增持
LOW
LOWES COS INC
+$48.8K
2,747
+19%
减持
BEN
FRANKLIN RESOURCES INC
-$48.2K
8,380
-12%
减持
GLW
CORNING INC
-$48.1K
6,950
-6%
减持
IDV
ISHARES TR
-$45.2K
17,210
-6%
减持
SO
SOUTHERN CO
-$43.7K
4,281
-6%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$43.5K
2,880
+7%
减持
PEG
PUBLIC SVC ENTERPRISE GRP IN
-$41.1K
4,126
-6%
增持
XLK
SELECT SECTOR SPDR TR
-$40.9K
4,157
+0%
增持
—
ISHARES TR
+$40.2K
11,344
+16%
增持
ELV
ELEVANCE HEALTH INC
+$39.7K
1,314
+10%
增持
UNP
UNION PAC CORP
+$38.1K
6,359
+4%
增持
USB
US BANCORP DEL
+$37.3K
8,703
+15%
增持
MDLZ
MONDELEZ INTL INC
-$36.8K
51,285
+4%
增持
SPY
SPDR S&P 500 ETF TR
-$33.5K
2,165
+0%
减持
VB
VANGUARD INDEX FDS
-$30.0K
2,229
-2%
增持
—
BLACKROCK INC
-$29.1K
2,258
+5%
增持
VTI
VANGUARD INDEX FDS
+$19.4K
5,986
+5%
减持
TSLA
TESLA INC
-$19.3K
923
-3%
增持
VV
VANGUARD INDEX FDS
-$19.1K
3,031
+0%
增持
BSV
VANGUARD BD INDEX FDS
+$19.0K
20,649
+2%
增持
MUB
ISHARES TR
-$17.9K
4,487
+0%
减持
—
EATON CORP PLC
+$16.2K
2,794
-3%
增持
KO
COCA COLA CO
+$14.2K
30,857
+8%
减持
UCON
FIRST TR EXCHNG TRADED FD VI
-$14.1K
47,845
-0%
减持
META
META PLATFORMS INC
-$13.7K
936
-9%
增持
VEU
VANGUARD INTL EQUITY INDEX F
-$12.9K
292,067
+5%
增持
VOT
VANGUARD INDEX FDS
-$12.3K
1,150
+0%
增持
PM
PHILIP MORRIS INTL INC
-$11.0K
2,779
+1%
增持
APD
AIR PRODS & CHEMS INC
-$11.0K
7,695
+5%
增持
ITW
ILLINOIS TOOL WKS INC
-$10.7K
2,966
+7%
增持
MCK
MCKESSON CORP
+$8.9K
1,081
+0%
减持
NVDA
NVIDIA CORPORATION
-$8.2K
1,076
-4%
增持
UNIY
WISDOMTREE TR
-$8.1K
4,686
+0%
增持
IJK
ISHARES TR
-$7.5K
5,837
+2%
