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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
24Q2 调仓
2024-03-31 → 2024-06-30 · 共 121 项
建仓 1
增持 34
减持 69
清仓 17
方向
标的
Δ市值
现股数(环比)
增持
LLY
ELI LILLY & CO
+$8.7M
68,016
+0%
增持
NVDA
NVIDIA CORPORATION
+$1.2M
35,689
+906%
减持
SCHF
SCHWAB STRATEGIC TR
-$944.0K
253,432
-7%
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
FTA
FIRST TR LRG CP VL ALPHADEX
-$725.4K
127,300
-4%
减持
—
FIRST TR EXCHANGE-TRADED FD
-$676.6K
99,390
-6%
减持
FVD
FIRST TR VALUE LINE DIVID IN
-$639.6K
202,168
-4%
减持
IWF
ISHARES TR
+$606.8K
23,354
-0%
增持
AAPL
APPLE INC
+$537.7K
11,730
+4%
增持
AMZN
AMAZON COM INC
+$490.8K
14,912
+13%
增持
UCON
FIRST TR EXCHNG TRADED FD VI
+$458.0K
110,972
+21%
减持
FMF
FIRST TR EXCHANGE-TRADED FD
-$427.9K
25,360
-23%
减持
FXH
FIRST TR EXCHANGE TRADED FD
-$400.5K
47,326
-3%
减持
FTSM
FIRST TR EXCHANGE-TRADED FD
-$357.3K
27,086
-18%
清仓
FTGC
FIRST TR EXCHANGE TRAD FD VI
-$313.0K
0
-100%
清仓
NOC
NORTHROP GRUMMAN CORP
-$275.7K
0
-100%
清仓
EMR
EMERSON ELEC CO
-$270.3K
0
-100%
减持
LULU
LULULEMON ATHLETICA INC
-$260.7K
1,654
-14%
清仓
DIS
DISNEY WALT CO
-$260.3K
0
-100%
增持
LALT
FIRST TR EXCHNG TRADED FD VI
+$258.1K
86,180
+17%
清仓
PPG
PPG INDS INC
-$236.6K
0
-100%
清仓
MU
MICRON TECHNOLOGY INC
-$235.8K
0
-100%
清仓
CVS
CVS HEALTH CORP
-$234.8K
0
-100%
清仓
SRE
SEMPRA
-$231.1K
0
-100%
清仓
BDX
BECTON DICKINSON & CO
-$230.4K
0
-100%
清仓
WFC
WELLS FARGO CO NEW
-$228.8K
0
-100%
清仓
EQIX
EQUINIX INC
-$226.1K
0
-100%
清仓
COP
CONOCOPHILLIPS
-$225.3K
0
-100%
清仓
DKNG
DRAFTKINGS INC NEW
-$220.4K
0
-100%
清仓
CRM
SALESFORCE INC
-$216.5K
0
-100%
建仓
IBIT
ISHARES BITCOIN TR
+$216.3K
6,337
清仓
AFRM
AFFIRM HLDGS INC
-$215.6K
0
-100%
清仓
INTC
INTEL CORP
-$215.6K
0
-100%
减持
FJP
FIRST TR EXCH TRD ALPHDX FD
-$208.5K
50,126
-1%
清仓
STZ
CONSTELLATION BRANDS INC
-$206.0K
0
-100%
减持
CMCSA
COMCAST CORP NEW
-$200.2K
21,980
-10%
增持
NFLX
NETFLIX INC
+$164.0K
1,834
+4%
减持
IWM
ISHARES TR
-$156.3K
15,815
-1%
减持
UNP
UNION PAC CORP
-$153.9K
1,460
-26%
增持
GOOGL
ALPHABET INC
+$147.9K
3,186
+11%
减持
MDLZ
MONDELEZ INTL INC
-$144.8K
4,207
-30%
减持
AVGO
BROADCOM INC
+$131.7K
702
-7%
减持
IWD
ISHARES TR
-$111.6K
21,246
-0%
减持
LGOV
FIRST TR EXCHANGE-TRADED FD
-$110.0K
244,687
-0%
减持
UNH
UNITEDHEALTH GROUP INC
-$96.9K
1,024
-18%
增持
ORCL
ORACLE CORP
+$94.5K
3,389
+11%
减持
NTRL
FIRST TR EXCHANGE-TRADED FD
-$93.8K
52,177
-7%
减持
—
RTX CORPORATION
-$91.5K
5,576
-17%
减持
—
MEDTRONIC PLC
-$85.3K
3,895
-13%
增持
JNJ
JOHNSON & JOHNSON
+$84.1K
3,473
+30%
减持
TSLA
TESLA INC
+$79.4K
4,015
-1%
增持
DXCM
DEXCOM INC
+$78.2K
2,492
+69%
减持
HD
HOME DEPOT INC
-$77.8K
1,149
-7%
减持
MRK
MERCK & CO INC
-$74.4K
4,294
-7%
增持
—
EXXON MOBIL CORP
+$73.6K
8,774
+9%
减持
V
VISA INC
-$71.7K
1,831
-7%
减持
MSI
MOTOROLA SOLUTIONS INC
-$70.6K
984
-22%
减持
LMBS
FIRST TR EXCHANGE-TRADED FD
-$70.5K
14,502
-9%
减持
WBD
WARNER BROS DISCOVERY INC
-$63.0K
18,139
-20%
减持
CVX
CHEVRON CORP NEW
-$59.3K
2,954
-11%
减持
—
BLACKROCK INC
-$55.2K
453
-8%
增持
NEE
NEXTERA ENERGY INC
+$50.8K
4,767
+6%
减持
TMUS
T-MOBILE US INC
-$50.0K
1,659
-21%
增持
HON
HONEYWELL INTL INC
+$49.1K
1,369
+16%
减持
PFE
PFIZER INC
-$46.3K
8,992
-16%
减持
EFA
ISHARES TR
-$45.6K
12,409
-3%
增持
—
TARGET CORP
-$45.1K
1,705
+2%
减持
KO
COCA COLA CO
-$42.4K
3,554
-19%
增持
IBM
INTERNATIONAL BUSINESS MACHS
-$42.0K
2,460
+0%
减持
JPM
JPMORGAN CHASE & CO.
-$40.9K
15,318
-2%
增持
PANW
PALO ALTO NETWORKS INC
+$40.7K
715
+1%
减持
GS
GOLDMAN SACHS GROUP INC
+$38.6K
1,802
-3%
减持
PLD
PROLOGIS INC.
-$36.8K
1,817
-2%
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$36.7K
3,221
-16%
增持
WMB
WILLIAMS COS INC
+$35.9K
8,793
+1%
减持
ADI
ANALOG DEVICES INC
+$33.4K
1,207
-1%
减持
ABT
ABBOTT LABS
-$33.1K
2,801
-2%
减持
CAT
CATERPILLAR INC
-$32.3K
761
-2%
减持
EMBJ
EMBRAER S.A.
-$32.0K
10,280
-8%
减持
IHI
ISHARES TR
-$31.3K
8,134
-2%
减持
PNC
PNC FINL SVCS GROUP INC
-$30.9K
2,251
-4%
减持
T
AT&T INC
-$30.5K
14,420
-17%
减持
SDY
SPDR SER TR
-$29.5K
4,497
-2%
增持
MA
MASTERCARD INCORPORATED
+$29.0K
566
+24%
增持
MDY
SPDR S&P MIDCAP 400 ETF TR
-$28.8K
1,401
+0%
增持
TKR
TIMKEN CO
-$28.5K
26,006
+8%
减持
IGIB
ISHARES TR
-$27.2K
28,627
-1%
增持
CARR
CARRIER GLOBAL CORPORATION
+$25.6K
5,021
+0%
增持
ISRG
INTUITIVE SURGICAL INC
+$25.5K
523
+1%
增持
SHOP
SHOPIFY INC
-$25.4K
3,547
+5%
增持
SLB
SCHLUMBERGER LTD
-$25.2K
6,511
+7%
增持
PEP
PEPSICO INC
+$24.5K
1,854
+15%
减持
VWO
VANGUARD INTL EQUITY INDEX F
-$24.2K
37,659
-6%
减持
TXN
TEXAS INSTRS INC
+$23.8K
1,686
-3%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$23.6K
1,070
+9%
减持
META
META PLATFORMS INC
+$21.9K
1,382
-1%
减持
—
ASTRAZENECA PLC
+$21.1K
5,831
-9%
减持
PG
PROCTER AND GAMBLE CO
-$19.6K
9,048
-3%
增持
MCD
MCDONALDS CORP
-$19.5K
1,178
+4%
增持
ABBV
ABBVIE INC
-$16.8K
2,620
+2%
减持
HLN
HALEON PLC
-$14.8K
10,476
-12%
减持
NI
NISOURCE INC
+$14.1K
15,292
-1%
减持
UBER
UBER TECHNOLOGIES INC
-$13.8K
2,932
-1%
减持
MSFT
MICROSOFT CORP
+$13.7K
5,138
-5%
减持
—
EATON CORP PLC
-$13.6K
1,306
-3%
减持
GOOG
ALPHABET INC
-$13.1K
2,131
-20%
减持
SPY
SPDR S&P 500 ETF TR
+$12.8K
1,172
-2%
增持
CSX
CSX CORP
-$12.1K
7,465
+6%
增持
ABNB
AIRBNB INC
-$11.2K
2,707
+6%
减持
—
ASML HOLDING N V
-$8.1K
197
-9%
减持
VEA
VANGUARD TAX-MANAGED FDS
-$7.7K
7,619
-1%
减持
AGG
ISHARES TR
-$7.7K
4,039
-1%
减持
SCHE
SCHWAB STRATEGIC TR
-$6.5K
242,568
-5%
减持
TSCO
TRACTOR SUPPLY CO
+$6.3K
1,297
-1%
减持
NOW
SERVICENOW INC
+$5.7K
582
-2%
增持
DFAC
DIMENSIONAL ETF TRUST
+$3.1K
8,652
+0%
增持
CDNS
CADENCE DESIGN SYSTEM INC
-$2.7K
851
+0%
减持
ADBE
ADOBE INC
-$2.1K
365
-10%
增持
—
ACCENTURE PLC IRELAND
-$1.6K
752
+13%
减持
LYG
LLOYDS BANKING GROUP PLC
-$1.0K
30,041
-6%
减持
AMAT
APPLIED MATLS INC
-$841
935
-13%
减持
—
TE CONNECTIVITY LTD
-$204
1,472
-4%
