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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
23Q4 调仓
2023-09-30 → 2023-12-31 · 共 150 项
建仓 31
增持 78
减持 32
清仓 9
方向
标的
Δ市值
现股数(环比)
建仓
SMTH
ALPS ETF TR
+$42.8M
1,648,434
建仓
MFDX
PIMCO EQUITY SER
+$30.8M
1,056,411
建仓
AVDV
AMERICAN CENTY ETF TR
+$14.3M
228,906
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
ITOT
ISHARES TR
+$7.0M
462,148
+4%
减持
BIL
SPDR SER TR
-$5.9M
4,664
-93%
建仓
GOVI
INVESCO EXCH TRADED FD TR II
+$5.6M
192,731
增持
DGRW
WISDOMTREE TR
+$4.9M
574,981
+3%
减持
FLRN
SPDR SER TR
-$4.0M
411,078
-24%
减持
MSFT
MICROSOFT CORP
+$3.8M
67,737
-1%
增持
AVGO
BROADCOM INC
+$3.5M
5,280
+85%
建仓
AMD
ADVANCED MICRO DEVICES INC
+$3.0M
20,673
建仓
RTX
RTX CORPORATION
+$2.7M
32,635
增持
BND
VANGUARD BD INDEX FDS
+$2.7M
409,768
+4%
增持
AAPL
APPLE INC
+$2.7M
123,940
+0%
建仓
—
CRH PLC
+$2.6M
38,084
建仓
NVO
NOVO-NORDISK A S
+$2.5M
23,812
增持
VEU
VANGUARD INTL EQUITY INDEX F
+$2.4M
312,567
+7%
增持
IJH
ISHARES TR
+$2.3M
50,685
+7%
增持
QLTA
ISHARES TR
+$2.3M
475,884
+4%
增持
NFLX
NETFLIX INC
+$2.2M
19,139
+1%
增持
IJR
ISHARES TR
+$2.1M
65,646
+24%
增持
GOOGL
ALPHABET INC
+$2.0M
133,486
+5%
增持
COM
DIREXION SHS ETF TR
+$1.9M
168,264
+80%
增持
BA
BOEING CO
+$1.7M
23,127
+3%
增持
CRM
SALESFORCE INC
+$1.7M
25,518
+3%
减持
IVV
ISHARES TR
+$1.6M
34,631
-0%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$1.6M
293,740
+8%
建仓
AGG
ISHARES TR
+$1.5M
15,079
增持
DDWM
WISDOMTREE TR
+$1.5M
453,685
+5%
增持
ADBE
ADOBE INC
+$1.5M
11,167
+10%
增持
FLQM
FRANKLIN TEMPLETON ETF TR
+$1.5M
218,196
+4%
减持
MGK
VANGUARD WORLD FD
+$1.3M
54,050
-4%
增持
XT
ISHARES TR
+$1.3M
154,866
+1%
增持
SCHD
SCHWAB STRATEGIC TR
+$1.2M
207,146
+1%
增持
V
VISA INC
+$1.2M
27,121
+6%
清仓
SPMB
SPDR SER TR
-$1.1M
0
-100%
增持
HD
HOME DEPOT INC
+$1.1M
21,891
+2%
增持
AXP
AMERICAN EXPRESS CO
+$1.1M
25,370
+3%
增持
AMZN
AMAZON COM INC
+$1.0M
37,812
+2%
减持
VUG
VANGUARD INDEX FDS
+$1.0M
63,233
-8%
增持
AMGN
AMGEN INC
+$990.6K
24,171
+9%
增持
COST
COSTCO WHSL CORP NEW
+$958.2K
7,924
+5%
增持
WTPI
WISDOMTREE TR
+$943.0K
289,496
+8%
增持
VTIP
VANGUARD MALVERN FDS
+$898.9K
257,731
+7%
减持
LQD
ISHARES TR
-$879.3K
123,607
-13%
减持
IWD
ISHARES TR
+$868.7K
97,099
-3%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$750.5K
145,862
+2%
增持
HON
HONEYWELL INTL INC
+$724.2K
21,670
+5%
增持
IWF
ISHARES TR
+$716.2K
4,651
+78%
减持
JPM
JPMORGAN CHASE & CO
+$693.9K
55,700
-8%
增持
MCD
MCDONALDS CORP
+$666.6K
17,168
+2%
增持
MA
MASTERCARD INCORPORATED
+$664.9K
15,507
+3%
建仓
TGT
TARGET CORP
+$631.1K
4,431
增持
—
BLACKROCK INC
+$595.0K
2,531
+12%
减持
IEFA
ISHARES TR
+$540.3K
93,291
-0%
减持
EFAV
ISHARES TR
-$504.7K
6,578
-55%
减持
VLO
VALERO ENERGY CORP
-$491.6K
3,598
-47%
增持
WM
WASTE MGMT INC DEL
+$482.1K
15,174
+3%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$468.3K
6,602
+10%
减持
LVHD
LEGG MASON ETF INVT
-$459.4K
6,743
-68%
增持
UNH
UNITEDHEALTH GROUP INC
+$428.6K
15,676
+1%
建仓
ADP
AUTOMATIC DATA PROCESSING IN
+$428.4K
1,838
增持
LHX
L3HARRIS TECHNOLOGIES INC
+$412.6K
8,745
+7%
增持
NEE
NEXTERA ENERGY INC
+$395.1K
90,652
+2%
增持
UNP
UNION PAC CORP
+$394.8K
6,879
+8%
增持
DE
DEERE & CO
+$391.3K
9,227
+6%
减持
SPHD
INVESCO EXCH TRADED FD TR II
-$390.1K
12,733
-46%
减持
VO
VANGUARD INDEX FDS
+$371.9K
20,256
-3%
增持
CSCO
CISCO SYS INC
-$364.8K
127,909
+1%
增持
DUK
DUKE ENERGY CORP NEW
+$363.7K
21,693
+10%
增持
PEP
PEPSICO INC
+$355.2K
34,455
+6%
增持
—
MEDTRONIC PLC
+$345.7K
38,304
+7%
清仓
IHDG
WISDOMTREE TR
-$345.4K
0
-100%
减持
GD
GENERAL DYNAMICS CORP
+$344.7K
8,932
-0%
增持
NVDA
NVIDIA CORPORATION
+$337.3K
1,626
+51%
增持
LLY
ELI LILLY & CO
+$315.0K
5,409
+2%
建仓
—
ISHARES TR
+$314.7K
13,190
建仓
IBTO
ISHARES TR
+$314.3K
12,654
减持
NKE
NIKE INC
+$298.9K
29,811
-3%
建仓
IBTM
ISHARES TR
+$298.2K
12,902
清仓
KMB
KIMBERLY-CLARK CORP
-$294.9K
0
-100%
清仓
USB
US BANCORP DEL
-$287.7K
0
-100%
清仓
—
ISHARES TR
-$287.7K
0
-100%
增持
PFE
PFIZER INC
-$285.1K
174,109
+9%
建仓
KKR
KKR & CO INC
+$284.0K
3,428
增持
MDLZ
MONDELEZ INTL INC
+$281.4K
53,025
+3%
增持
ITW
ILLINOIS TOOL WKS INC
+$277.1K
3,665
+24%
减持
BAC
BANK AMERICA CORP
+$275.6K
159,672
-14%
建仓
VOE
VANGUARD INDEX FDS
+$273.8K
1,888
建仓
PGR
PROGRESSIVE CORP
+$272.1K
1,708
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$271.1K
27,645
+1%
增持
TXN
TEXAS INSTRS INC
+$270.9K
12,137
+7%
建仓
QQQ
INVESCO QQQ TR
+$270.7K
661
建仓
ADI
ANALOG DEVICES INC
+$268.5K
1,352
清仓
DIVY
TIDAL ETF TR
-$262.6K
0
-100%
减持
COP
CONOCOPHILLIPS
-$262.5K
20,274
-7%
增持
IWR
ISHARES TR
+$261.3K
17,771
+10%
建仓
MRSH
MARSH & MCLENNAN COS INC
+$250.4K
1,321
减持
VOO
VANGUARD INDEX FDS
+$250.1K
5,707
-0%
建仓
TJX
TJX COS INC NEW
+$245.7K
2,619
建仓
BDJ
BLACKROCK ENHANCED EQUITY DI
+$245.4K
31,916
减持
NANR
SPDR INDEX SHS FDS
-$238.5K
50,865
-5%
减持
UCON
FIRST TR EXCHNG TRADED FD VI
-$233.7K
36,773
-23%
减持
VNQ
VANGUARD INDEX FDS
-$225.7K
3,295
-52%
建仓
—
LAM RESEARCH CORP
+$223.2K
285
建仓
DEW
WISDOMTREE TR
+$222.4K
4,557
建仓
VWO
VANGUARD INTL EQUITY INDEX F
+$222.1K
5,404
减持
KOMP
SPDR SER TR
-$218.6K
44,133
-23%
增持
VYM
VANGUARD WHITEHALL FDS
+$213.9K
3,934
+80%
清仓
GLW
CORNING INC
-$211.8K
0
-100%
增持
CMCSA
COMCAST CORP NEW
+$211.5K
97,003
+6%
建仓
AIQ
GLOBAL X FDS
+$211.2K
6,772
建仓
PLD
PROLOGIS INC.
+$208.7K
1,565
建仓
—
LINDE PLC
+$206.5K
502
清仓
BEN
FRANKLIN RESOURCES INC
-$206.0K
0
-100%
增持
CVX
CHEVRON CORP NEW
-$205.1K
33,576
+9%
建仓
PAYX
PAYCHEX INC
+$205.0K
1,721
建仓
JEPQ
J P MORGAN EXCHANGE TRADED F
+$204.9K
4,103
建仓
SPTS
SPDR SER TR
+$204.5K
7,040
增持
JNJ
JOHNSON & JOHNSON
+$203.2K
27,239
+4%
增持
GOOG
ALPHABET INC
+$201.4K
21,440
+0%
增持
—
EXXON MOBIL CORP
-$196.3K
31,132
+11%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$194.7K
17,641
-7%
增持
PM
PHILIP MORRIS INTL INC
+$190.3K
4,758
+71%
减持
PSX
PHILLIPS 66
+$180.6K
26,300
-5%
清仓
TU
TELUS CORPORATION
-$169.3K
0
-100%
增持
META
META PLATFORMS INC
+$169.2K
1,272
+36%
增持
LNG
CHENIERE ENERGY INC
+$168.3K
19,333
+2%
增持
PG
PROCTER AND GAMBLE CO
+$159.8K
37,803
+2%
增持
NOC
NORTHROP GRUMMAN CORP
+$156.6K
3,335
+5%
增持
—
ACCENTURE PLC IRELAND
+$155.2K
2,131
+10%
增持
BSV
VANGUARD BD INDEX FDS
+$133.3K
21,883
+6%
增持
VZ
VERIZON COMMUNICATIONS INC
+$130.8K
13,521
+16%
减持
SBUX
STARBUCKS CORP
+$130.1K
42,206
-2%
增持
MRK
MERCK & CO INC
+$120.2K
18,994
+0%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$114.9K
3,173
+10%
增持
—
EATON CORP PLC
+$103.8K
2,906
+4%
增持
KO
COCA COLA CO
+$102.5K
31,051
+1%
减持
LMT
LOCKHEED MARTIN CORP
+$97.5K
3,728
-4%
增持
APD
AIR PRODS & CHEMS INC
+$89.8K
8,293
+8%
减持
SPY
SPDR S&P 500 ETF TR
+$87.8K
2,132
-2%
增持
IBDT
ISHARES TR
+$87.7K
12,480
+33%
增持
LOW
LOWES COS INC
+$85.9K
2,951
+7%
增持
UPS
UNITED PARCEL SERVICE INC
+$84.5K
8,070
+6%
增持
IBDR
ISHARES TR
+$81.5K
12,701
+33%
减持
VTI
VANGUARD INDEX FDS
+$78.5K
5,691
-5%
增持
VV
VANGUARD INDEX FDS
+$70.8K
3,044
+0%
减持
MINT
PIMCO ETF TR
-$66.0K
3,924
-14%
减持
XLK
SELECT SECTOR SPDR TR
+$65.4K
3,880
-7%
增持
MO
ALTRIA GROUP INC
+$60.9K
14,113
+17%
