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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
24Q3 调仓
2024-06-30 → 2024-09-30 · 共 119 项
建仓 14
增持 57
减持 35
清仓 13
方向
标的
Δ市值
现股数(环比)
建仓
FTCS
FIRST TR EXCHANGE-TRADED FD
+$9.3M
102,165
清仓
—
FIRST TR EXCHANGE-TRADED FD
-$8.4M
0
-100%
减持
LLY
ELI LILLY & CO
-$1.5M
67,823
-0%
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
FVD
FIRST TR VALUE LINE DIVID IN
+$1.2M
207,299
+3%
增持
FTA
FIRST TR LRG CP VL ALPHADEX
+$992.0K
130,940
+3%
增持
SCHF
SCHWAB STRATEGIC TR
+$918.7K
259,133
+2%
增持
SCHE
SCHWAB STRATEGIC TR
+$712.8K
245,216
+1%
建仓
RTX
RTX CORPORATION
+$673.3K
5,557
清仓
—
RTX CORPORATION
-$559.8K
0
-100%
增持
FXH
FIRST TR EXCHANGE TRADED FD
+$515.7K
48,830
+3%
增持
LGOV
FIRST TR EXCHANGE-TRADED FD
+$504.3K
252,236
+3%
增持
AAPL
APPLE INC
+$377.5K
12,224
+4%
清仓
TSCO
TRACTOR SUPPLY CO
-$350.2K
0
-100%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$337.3K
3,450
+40%
清仓
TXN
TEXAS INSTRS INC
-$328.0K
0
-100%
建仓
TGT
TARGET CORP
+$308.7K
1,981
建仓
BABA
ALIBABA GROUP HLDG LTD
+$287.8K
2,712
清仓
DXCM
DEXCOM INC
-$282.5K
0
-100%
增持
TSLA
TESLA INC
+$266.4K
4,055
+1%
清仓
CDNS
CADENCE DESIGN SYSTEM INC
-$261.9K
0
-100%
减持
IWD
ISHARES TR
+$253.4K
20,865
-2%
清仓
—
TARGET CORP
-$252.4K
0
-100%
减持
FTSM
FIRST TR EXCHANGE-TRADED FD
-$251.4K
22,766
-16%
减持
IWM
ISHARES TR
+$249.5K
15,656
-1%
建仓
LBRDK
LIBERTY BROADBAND CORP
+$245.3K
3,174
清仓
—
FERRARI N V
-$244.2K
0
-100%
清仓
PANW
PALO ALTO NETWORKS INC
-$242.4K
0
-100%
增持
FJP
FIRST TR EXCH TRD ALPHDX FD
+$237.8K
51,991
+4%
建仓
AFRM
AFFIRM HLDGS INC
+$237.0K
5,805
建仓
—
TE CONNECTIVITY PLC
+$226.2K
1,498
建仓
BBY
BEST BUY INC
+$222.0K
2,149
清仓
—
TE CONNECTIVITY LTD
-$221.4K
0
-100%
清仓
AMAT
APPLIED MATLS INC
-$220.7K
0
-100%
建仓
EMN
EASTMAN CHEM CO
+$218.9K
1,955
建仓
SRE
SEMPRA
+$210.8K
2,521
建仓
EQIX
EQUINIX INC
+$207.7K
234
清仓
ORLY
OREILLY AUTOMOTIVE INC
-$207.0K
0
-100%
建仓
SAP
SAP SE
+$203.2K
887
清仓
—
ASML HOLDING N V
-$201.5K
0
-100%
增持
—
BLACKROCK INC
+$166.5K
551
+22%
增持
JPM
JPMORGAN CHASE & CO.
+$157.2K
15,439
+1%
增持
META
META PLATFORMS INC
+$148.1K
1,476
+7%
减持
VWO
VANGUARD INTL EQUITY INDEX F
+$142.8K
37,425
-1%
减持
IWF
ISHARES TR
+$139.5K
23,049
-1%
建仓
PBR/A
PETROLEO BRASILEIRO SA PETRO
+$139.1K
10,545
减持
—
ASTRAZENECA PLC
-$136.9K
4,080
-30%
增持
AVGO
BROADCOM INC
+$131.3K
7,295
+939%
增持
HD
HOME DEPOT INC
+$120.7K
1,274
+11%
减持
AMZN
AMAZON COM INC
-$112.9K
14,860
-0%
减持
MSI
MOTOROLA SOLUTIONS INC
-$109.2K
602
-39%
增持
IGIB
ISHARES TR
+$106.1K
29,291
+2%
增持
KO
COCA COLA CO
+$103.6K
4,589
+29%
增持
NFLX
NETFLIX INC
+$93.6K
1,877
+2%
增持
NI
NISOURCE INC
+$91.0K
15,340
+0%
增持
CARR
CARRIER GLOBAL CORPORATION
+$89.1K
5,042
+0%
增持
PEP
PEPSICO INC
+$87.9K
2,315
+25%
增持
ABBV
ABBVIE INC
+$85.8K
2,710
+3%
减持
AGG
ISHARES TR
-$82.9K
3,053
-24%
增持
PNC
PNC FINL SVCS GROUP INC
+$79.6K
2,324
+3%
增持
PG
PROCTER AND GAMBLE CO
+$79.1K
9,072
+0%
增持
MCD
MCDONALDS CORP
+$76.2K
1,236
+5%
减持
GS
GOLDMAN SACHS GROUP INC
+$75.6K
1,799
-0%
增持
JNJ
JOHNSON & JOHNSON
+$75.4K
3,598
+4%
减持
UCON
FIRST TR EXCHNG TRADED FD VI
+$70.0K
110,754
-0%
减持
EMBJ
EMBRAER S.A.
+$69.8K
9,472
-8%
减持
ABNB
AIRBNB INC
-$69.0K
2,693
-1%
增持
TMUS
T-MOBILE US INC
+$67.4K
1,743
+5%
增持
CMCSA
COMCAST CORP NEW
+$65.2K
22,167
+1%
增持
NVDA
NVIDIA CORPORATION
-$60.5K
35,808
+0%
增持
UNP
UNION PAC CORP
+$60.3K
1,585
+9%
减持
NOW
SERVICENOW INC
+$55.5K
574
-1%
减持
LULU
LULULEMON ATHLETICA INC
-$53.1K
1,625
-2%
减持
MRK
MERCK & CO INC
-$48.2K
4,257
-1%
减持
LYG
LLOYDS BANKING GROUP PLC
-$48.1K
10,874
-64%
增持
—
MEDTRONIC PLC
+$47.8K
3,936
+1%
增持
CAT
CATERPILLAR INC
+$47.3K
769
+1%
增持
ABT
ABBOTT LABS
+$46.6K
2,962
+6%
增持
T
AT&T INC
+$44.0K
14,526
+1%
增持
ISRG
INTUITIVE SURGICAL INC
+$41.5K
558
+7%
增持
—
ACCENTURE PLC IRELAND
+$40.8K
761
+1%
增持
LMBS
FIRST TR EXCHANGE-TRADED FD
+$40.4K
14,921
+3%
增持
—
EXXON MOBIL CORP
+$40.1K
8,959
+2%
增持
UBER
UBER TECHNOLOGIES INC
+$38.8K
3,351
+14%
增持
SPY
SPDR S&P 500 ETF TR
+$38.1K
1,178
+1%
减持
IHI
ISHARES TR
-$37.2K
7,070
-13%
增持
V
VISA INC
+$35.5K
1,877
+3%
增持
CSX
CSX CORP
+$33.1K
8,189
+10%
增持
NTRL
FIRST TR EXCHANGE-TRADED FD
+$31.3K
53,234
+2%
增持
SLB
SCHLUMBERGER LTD
-$31.3K
6,576
+1%
减持
FMF
FIRST TR EXCHANGE-TRADED FD
-$30.0K
25,350
-0%
减持
MDY
SPDR S&P MIDCAP 400 ETF TR
+$29.5K
1,368
-2%
增持
—
EATON CORP PLC
+$28.3K
1,321
+1%
增持
SCHA
SCHWAB STRATEGIC TR
+$28.1K
6,461
+1%
增持
PLD
PROLOGIS INC.
+$27.4K
1,833
+1%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$27.3K
1,005
-6%
减持
MDLZ
MONDELEZ INTL INC
+$26.7K
4,099
-3%
增持
HLN
HALEON PLC
+$26.6K
10,689
+2%
减持
LALT
FIRST TR EXCHNG TRADED FD VI
+$25.5K
86,123
-0%
减持
SDY
SPDR SER TR
+$20.4K
4,170
-7%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$17.6K
3,325
+3%
减持
DFAC
DIMENSIONAL ETF TRUST
+$17.4K
8,641
-0%
增持
WBD
WARNER BROS DISCOVERY INC
+$16.9K
18,412
+2%
增持
PFE
PFIZER INC
+$15.9K
9,242
+3%
建仓
—
VIVAKOR INC
+$15.4K
10,000
增持
MSFT
MICROSOFT CORP
+$13.4K
5,368
+4%
增持
GOOG
ALPHABET INC
-$11.5K
2,269
+6%
增持
GOOGL
ALPHABET INC
+$11.4K
3,568
+12%
减持
HON
HONEYWELL INTL INC
-$11.4K
1,359
-1%
增持
CVX
CHEVRON CORP NEW
-$11.3K
3,061
+4%
增持
ADI
ANALOG DEVICES INC
+$10.8K
1,244
+3%
减持
NEE
NEXTERA ENERGY INC
-$10.3K
3,871
-19%
减持
MA
MASTERCARD INCORPORATED
+$9.0K
524
-7%
减持
SHOP
SHOPIFY INC
+$9.0K
3,036
-14%
减持
ORCL
ORACLE CORP
+$6.3K
2,845
-16%
减持
EFA
ISHARES TR
+$5.9K
11,693
-6%
减持
UNH
UNITEDHEALTH GROUP INC
-$3.5K
886
-13%
增持
ADBE
ADOBE INC
-$2.4K
387
+6%
减持
—
ARISTA NETWORKS INC
+$1.6K
806
-8%
减持
WMB
WILLIAMS COS INC
+$856
8,205
-7%
