小隐寺数据中心

情绪

Reddit 热门散户社区提及与热度榜

机构

机构目录全部机构机构持仓机构真实持仓

事件

新股 IPO定价、上市与申报追踪内部人买卖高管与董事交易重大事件并购/高管/退市等重大报告举牌主动或被动披露

财务

季报10-Q 季度财报申报流年报10-K 年度财报申报流

公司

公司目录上市公司高管与档案

势力阵营即将上线校友与资本关系图谱

人物

明星投资人知名基金经理与持仓动向政客交易国会议员持仓披露

API 小隐寺主站

数据来源:SEC及其他第三方非公开数据库

Francis Financial, Inc. 13F 持仓明细(2026-03-31) · 小隐寺数据中心

Francis Financial, Inc.

报告期 2026-03-31 · CIK 0001727514

持仓数

115

前50大市值合计

$513.9M

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

24Q4 调仓2024-09-30 → 2024-12-31 · 共 83 项建仓 7增持 48减持 21清仓 7

方向

标的

Δ市值

现股数(环比)

增持

VUG VANGUARD INDEX FDS

+$3.1M

59,437 +7%

增持

NVDA NVIDIA CORPORATION

+$3.0M

44,460 +254%

建仓

JIRE J P MORGAN EXCHANGE TRADED F

+$2.6M

43,980

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

IVOO VANGUARD ADMIRAL FDS INC

+$2.1M

156,625 +15%

增持

DFLV DIMENSIONAL ETF TRUST

+$1.5M

373,443 +19%

减持

SPY SPDR S&P 500 ETF TR

-$884.3K

685 -69%

减持

VOO VANGUARD INDEX FDS

+$851.9K

131,496 -1%

增持

VCLT VANGUARD SCOTTSDALE FDS

+$770.8K

256,127 +13%

增持

VEA VANGUARD TAX-MANAGED FDS

+$754.4K

32,481 +115%

增持

NYF ISHARES TR

+$715.7K

121,705 +15%

增持

IVV ISHARES TR

+$653.5K

4,323 +32%

增持

RSP INVESCO EXCHANGE TRADED FD T

+$631.0K

13,170 +41%

减持

VWO VANGUARD INTL EQUITY INDEX F

-$629.0K

44,077 -18%

减持

VYM VANGUARD WHITEHALL FDS

-$601.1K

132,467 -3%

增持

BIV VANGUARD BD INDEX FDS

+$558.0K

527,836 +6%

增持

AMZN AMAZON COM INC

+$470.5K

18,673 +52%

增持

BGRN ISHARES TR

-$467.1K

345,030 +1%

增持

XJH ISHARES TR

+$406.8K

95,177 +13%

增持

MUB ISHARES TR

+$396.2K

16,345 +32%

减持

— ISHARES TR

-$384.2K

54,655 -3%

建仓

DFSD DIMENSIONAL ETF TRUST

+$365.7K

7,801

清仓

VEU VANGUARD INTL EQUITY INDEX F

-$338.8K

0 -100%

增持

FSMB FIRST TR EXCH TRADED FD III

+$330.1K

90,835 +23%

增持

NULG NUSHARES ETF TR

+$330.0K

75,162 +1%

清仓

BNDX VANGUARD CHARLOTTE FDS

-$327.5K

0 -100%

减持

DFSE DIMENSIONAL ETF TRUST

-$317.9K

120,557 -1%

建仓

IUSV ISHARES TR

+$310.9K

3,358

建仓

BAC BANK AMERICA CORP

+$284.8K

9,038

清仓

JNJ JOHNSON & JOHNSON

-$280.7K

0 -100%

增持

GOOGL ALPHABET INC

+$265.2K

15,888 +27%

增持

TSLA TESLA INC

+$260.3K

2,300 +46%

减持

DSI ISHARES TR

-$256.6K

102,385 -4%

清仓

IUSB ISHARES TR

-$250.8K

0 -100%

建仓

AVUS AMERICAN CENTY ETF TR

+$249.1K

2,570

清仓

WMT WALMART INC

-$237.3K

0 -100%

增持

META META PLATFORMS INC

+$233.9K

115,999 +94%

清仓

SBUX STARBUCKS CORP

-$218.7K

0 -100%

清仓

UNP UNION PAC CORP

-$217.9K

0 -100%

增持

DFSI DIMENSIONAL ETF TRUST

+$207.9K

640,886 +10%

建仓

CRM SALESFORCE INC

+$206.7K

1,036

增持

AVGO BROADCOM INC

+$203.8K

4,252 +103%

建仓

BSMQ INVESCO EXCH TRD SLF IDX FD

+$203.5K

8,635

减持

SUSB ISHARES TR

-$201.7K

362,771 -0%

增持

GOOG ALPHABET INC

+$164.2K

6,081 +26%

减持

DFAC DIMENSIONAL ETF TRUST

-$161.9K

14,876 -25%

增持

AAPL APPLE INC

+$160.7K

23,881 +29%

减持

DFUV DIMENSIONAL ETF TRUST

-$156.2K

51,845 -5%

减持

VTI VANGUARD INDEX FDS

-$146.9K

11,553 -6%

减持

BND VANGUARD BD INDEX FDS

-$95.4K

5,730 -15%

增持

FNDX SCHWAB STRATEGIC TR

-$95.0K

20,787 +154%

增持

JPM JPMORGAN CHASE & CO.

+$89.3K

3,714 +46%

增持

BRK/B BERKSHIRE HATHAWAY INC DEL

-$88.4K

3,335 +25%

减持

VIG VANGUARD SPECIALIZED FUNDS

-$74.9K

1,190 -23%

增持

IJR ISHARES TR

-$71.0K

125,493 +1%

增持

MSFT MICROSOFT CORP

+$66.6K

9,960 +65%

增持

NUE NUCOR CORP

-$62.2K

1,954 +2%

增持

SCHF SCHWAB STRATEGIC TR

-$60.2K

29,219 +100%

增持

GS GOLDMAN SACHS GROUP INC

+$56.1K

880 +23%

增持

DIS DISNEY WALT CO

+$54.5K

3,100 +32%

增持

GLW CORNING INC

+$54.3K

23,806 +5%

减持

VB VANGUARD INDEX FDS

-$53.4K

2,795 -9%

增持

V VISA INC

+$51.4K

1,597 +100%

增持

UNH UNITEDHEALTH GROUP INC

-$43.1K

932 +48%

增持

LLY ELI LILLY & CO

-$41.7K

888 +60%

增持

PZA INVESCO EXCH TRADED FD TR II

+$41.2K

35,408 +8%

减持

VTV VANGUARD INDEX FDS

-$40.8K

1,573 -11%

增持

IBM INTERNATIONAL BUSINESS MACHS

+$39.7K

3,328 +25%

减持

ESML ISHARES TR

-$36.7K

56,649 -2%

减持

IVW ISHARES TR

+$26.1K

5,185 -1%

减持

IWM ISHARES TR

-$25.3K

3,594 -3%

增持

VTRS VIATRIS INC

+$22.2K

27,645 +2%

增持

PNC PNC FINL SVCS GROUP INC

+$19.9K

2,565 +5%

增持

MCD MCDONALDS CORP

+$18.0K

1,694 +42%

减持

VO VANGUARD INDEX FDS

-$17.8K

2,140 -3%

增持

SO SOUTHERN CO

-$17.3K

2,830 +14%

增持

SCHG SCHWAB STRATEGIC TR

+$16.2K

8,888 +300%

增持

SLB SCHLUMBERGER LTD

-$14.1K

8,149 +11%

增持

SCHX SCHWAB STRATEGIC TR

+$12.0K

21,240 +200%

增持

HD HOME DEPOT INC

-$9.8K

1,443 +42%

减持

QQQ INVESCO QQQ TR

+$7.4K

700 -3%

增持

PG PROCTER AND GAMBLE CO

-$3.1K

2,750 +92%

减持

IJH ISHARES TR

-$2.1K

4,249 -1%

增持

TJX TJX COS INC NEW

+$1.5K

2,356 +11%