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Holistic Financial Partners 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Holistic Financial Partners
报告期 2026-03-31 · CIK 0001729304
持仓数
146
前50大市值合计
$238.3M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($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
21Q4
21Q3
21Q2
24Q1 调仓
2023-12-31 → 2024-03-31 · 共 131 项
建仓 24
增持 62
减持 38
清仓 7
方向
标的
Δ市值
现股数(环比)
增持
LLY
ELI LILLY & CO
+$13.4M
67,923
+0%
建仓
—
FIRST TR EXCHANGE-TRADED FD
+$9.0M
105,422
清仓
FTCS
FIRST TR EXCHANGE-TRADED FD
-$8.3M
0
-100%
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。
建仓
UCON
FIRST TR EXCHNG TRADED FD VI
+$2.3M
91,680
增持
NVDA
NVIDIA CORPORATION
+$1.6M
3,549
+7%
建仓
LALT
FIRST TR EXCHNG TRADED FD VI
+$1.5M
73,569
增持
FTA
FIRST TR LRG CP VL ALPHADEX
+$1.2M
132,163
+5%
增持
FVD
FIRST TR VALUE LINE DIVID IN
+$777.6K
210,228
+5%
减持
IWF
ISHARES TR
+$765.0K
23,456
-0%
建仓
—
RTX CORPORATION
+$651.3K
6,678
增持
FXH
FIRST TR EXCHANGE TRADED FD
+$585.7K
48,791
+6%
清仓
RTX
RTX CORPORATION
-$550.4K
0
-100%
增持
JPM
JPMORGAN CHASE & CO
+$501.9K
15,672
+1%
减持
SCHF
SCHWAB STRATEGIC TR
+$413.2K
273,729
-1%
增持
MSFT
MICROSOFT CORP
+$396.2K
5,426
+8%
增持
AMZN
AMAZON COM INC
+$394.3K
13,255
+1%
建仓
TSCO
TRACTOR SUPPLY CO
+$343.9K
1,314
增持
FJP
FIRST TR EXCH TRD ALPHDX FD
+$310.3K
50,626
+3%
增持
NFLX
NETFLIX INC
+$298.2K
1,768
+11%
建仓
—
TARGET CORP
+$297.5K
1,679
清仓
AMGN
AMGEN INC
-$295.5K
0
-100%
建仓
CAT
CATERPILLAR INC
+$285.8K
780
建仓
EMR
EMERSON ELEC CO
+$270.3K
2,383
减持
IWD
ISHARES TR
+$262.4K
21,318
-1%
建仓
DIS
DISNEY WALT CO
+$260.3K
2,127
清仓
LBRDK
LIBERTY BROADBAND CORP
-$255.8K
0
-100%
建仓
DKS
DICKS SPORTING GOODS INC
+$246.9K
1,098
增持
TSLA
TESLA INC
-$246.5K
4,068
+5%
建仓
MU
MICRON TECHNOLOGY INC
+$235.8K
2,000
清仓
TGT
TARGET CORP
-$235.1K
0
-100%
建仓
—
ACCENTURE PLC IRELAND
+$229.8K
663
增持
FMF
FIRST TR EXCHANGE-TRADED FD
+$229.3K
32,862
+6%
建仓
WFC
WELLS FARGO CO NEW
+$228.8K
3,947
建仓
UBER
UBER TECHNOLOGIES INC
+$226.9K
2,947
增持
AAPL
APPLE INC
-$226.5K
11,272
+0%
建仓
EQIX
EQUINIX INC
+$226.1K
274
建仓
COP
CONOCOPHILLIPS
+$225.3K
1,770
建仓
AMAT
APPLIED MATLS INC
+$221.5K
1,074
建仓
ORLY
OREILLY AUTOMOTIVE INC
+$221.3K
196
建仓
DKNG
DRAFTKINGS INC NEW
+$220.4K
4,854
清仓
AMT
AMERICAN TOWER CORP NEW
-$219.8K
0
-100%
建仓
IWB
ISHARES TR
+$218.9K
760
建仓
ISRG
INTUITIVE SURGICAL INC
+$207.1K
519
清仓
FDX
FEDEX CORP
-$206.4K
0
-100%
建仓
STZ
CONSTELLATION BRANDS INC
+$206.0K
758
建仓
DXCM
DEXCOM INC
+$204.3K
1,473
减持
FTSM
FIRST TR EXCHANGE-TRADED FD
-$203.2K
33,070
-9%
增持
LULU
LULULEMON ATHLETICA INC
-$199.3K
1,932
+4%
增持
PG
PROCTER AND GAMBLE CO
+$181.3K
9,318
+3%
增持
AVGO
BROADCOM INC
+$180.5K
751
+3%
增持
ORCL
ORACLE CORP
+$178.6K
3,057
+57%
增持
—
EXXON MOBIL CORP
+$176.2K
8,056
+6%
增持
SCHE
SCHWAB STRATEGIC TR
+$155.4K
255,411
+1%
增持
LGOV
FIRST TR EXCHANGE-TRADED FD
-$120.3K
245,826
+1%
减持
META
META PLATFORMS INC
+$117.5K
1,390
-12%
减持
IWM
ISHARES TR
+$113.3K
16,001
-1%
建仓
HLN
HALEON PLC
+$101.4K
11,941
增持
TMUS
T-MOBILE US INC
+$99.7K
2,097
+39%
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$99.5K
3,845
-6%
增持
—
EATON CORP PLC
+$98.2K
1,353
+0%
增持
SPY
SPDR S&P 500 ETF TR
+$93.4K
1,195
+7%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$88.2K
979
+8%
减持
MCD
MCDONALDS CORP
-$85.9K
1,134
-17%
减持
—
BLACKROCK INC
-$80.9K
494
-19%
增持
ABNB
AIRBNB INC
+$75.8K
2,556
+1%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$73.3K
2,448
+2%
增持
MDY
SPDR S&P MIDCAP 400 ETF TR
+$70.6K
1,399
+0%
减持
—
TE CONNECTIVITY LTD
-$69.5K
1,526
-26%
增持
AFRM
AFFIRM HLDGS INC
-$65.1K
5,786
+1%
增持
GS
GOLDMAN SACHS GROUP INC
+$64.4K
1,859
+1%
增持
SLB
SCHLUMBERGER LTD
+$62.7K
6,065
+17%
减持
ABBV
ABBVIE INC
+$62.0K
2,560
-2%
增持
HD
HOME DEPOT INC
+$61.7K
1,233
+4%
增持
CVX
CHEVRON CORP NEW
+$60.7K
3,305
+7%
减持
MRK
MERCK & CO INC
+$57.2K
4,593
-9%
减持
UNH
UNITEDHEALTH GROUP INC
-$57.1K
1,250
-3%
增持
MSI
MOTOROLA SOLUTIONS INC
+$56.3K
1,269
+1%
减持
EMBJ
EMBRAER S.A.
+$51.9K
11,156
-16%
增持
—
ARISTA NETWORKS INC
+$51.1K
878
+2%
减持
IGIB
ISHARES TR
-$48.9K
28,965
-2%
减持
—
ASML HOLDING N V
-$47.7K
216
-36%
增持
UNP
UNION PAC CORP
+$46.3K
1,969
+10%
减持
PANW
PALO ALTO NETWORKS INC
-$43.9K
710
-15%
增持
WBD
WARNER BROS DISCOVERY INC
-$43.7K
22,679
+7%
减持
NOC
NORTHROP GRUMMAN CORP
-$40.3K
576
-15%
增持
KO
COCA COLA CO
+$39.9K
4,390
+13%
增持
V
VISA INC
+$38.1K
1,979
+0%
增持
CDNS
CADENCE DESIGN SYSTEM INC
+$37.2K
850
+2%
减持
GOOGL
ALPHABET INC
-$36.2K
2,865
-15%
增持
WMB
WILLIAMS COS INC
+$36.1K
8,669
+0%
减持
HON
HONEYWELL INTL INC
-$31.9K
1,185
-10%
减持
EFA
ISHARES TR
+$31.6K
12,742
-3%
增持
SDY
SPDR SER TR
+$31.3K
4,583
+0%
增持
GOOG
ALPHABET INC
+$30.9K
2,653
+0%
减持
MDLZ
MONDELEZ INTL INC
-$30.7K
6,002
-4%
增持
BDX
BECTON DICKINSON & CO
+$29.2K
931
+13%
减持
SCHA
SCHWAB STRATEGIC TR
-$28.7K
6,421
-12%
增持
PEP
PEPSICO INC
+$28.4K
1,607
+8%
减持
IHI
ISHARES TR
+$28.1K
8,314
-2%
增持
NEE
NEXTERA ENERGY INC
+$27.5K
4,487
+5%
增持
T
AT&T INC
+$26.7K
17,390
+4%
减持
FTGC
FIRST TR EXCHANGE TRAD FD VI
-$23.5K
13,196
-12%
减持
DFAC
DIMENSIONAL ETF TRUST
+$20.5K
8,632
-1%
增持
SHOP
SHOPIFY INC
+$19.0K
3,365
+9%
减持
—
MEDTRONIC PLC
+$18.7K
4,497
-1%
增持
—
ASTRAZENECA PLC
+$18.3K
6,401
+4%
减持
CVS
CVS HEALTH CORP
-$18.3K
2,944
-8%
减持
VWO
VANGUARD INTL EQUITY INDEX F
-$18.2K
40,033
-3%
增持
INTC
INTEL CORP
-$18.0K
4,880
+5%
增持
NI
NISOURCE INC
+$17.5K
15,419
+0%
减持
NOW
SERVICENOW INC
-$17.0K
593
-11%
增持
TXN
TEXAS INSTRS INC
+$16.8K
1,746
+4%
增持
JNJ
JOHNSON & JOHNSON
+$16.2K
2,678
+3%
减持
CX
CEMEX SAB DE CV
-$14.1K
11,146
-25%
减持
PLD
PROLOGIS INC.
-$14.1K
1,850
-3%
减持
CSX
CSX CORP
-$13.9K
7,063
-11%
增持
ABT
ABBOTT LABS
+$12.7K
2,852
+1%
增持
PPG
PPG INDS INC
+$11.4K
1,633
+8%
增持
ADBE
ADOBE INC
-$10.5K
406
+12%
减持
MA
MASTERCARD INCORPORATED
-$8.9K
458
-15%
增持
LMBS
FIRST TR EXCHANGE-TRADED FD
+$8.5K
15,904
+1%
增持
NTRL
FIRST TR EXCH TRADED FD III
-$8.0K
56,359
+1%
减持
PNC
PNC FINL SVCS GROUP INC
+$6.8K
2,357
-2%
增持
AGG
ISHARES TR
-$4.8K
4,082
+0%
增持
CARR
CARRIER GLOBAL CORPORATION
+$4.8K
5,008
+0%
减持
ADI
ANALOG DEVICES INC
-$3.1K
1,224
-1%
增持
SRE
SEMPRA
-$2.8K
3,217
+3%
增持
PFE
PFIZER INC
-$1.9K
10,736
+3%
减持
FGD
FIRST TR EXCHANGE TRADED FD
-$1.1K
9,577
-3%
减持
CRM
SALESFORCE INC
+$1.0K
719
-12%
增持
CMCSA
COMCAST CORP NEW
+$1.0K
24,474
+1%
