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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
24Q4 调仓
2024-09-30 → 2024-12-31 · 共 116 项
建仓 11
增持 46
减持 50
清仓 9
方向
标的
Δ市值
现股数(环比)
减持
LLY
ELI LILLY & CO
-$7.8M
67,714
-0%
减持
SCHE
SCHWAB STRATEGIC TR
-$1.3M
220,786
-10%
建仓
FDN
FIRST TR EXCHANGE-TRADED FD
+$820.0K
3,372
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
AAPL
APPLE INC
+$787.8K
14,520
+19%
减持
LGOV
FIRST TR EXCHANGE-TRADED FD
-$745.5K
235,344
-7%
增持
SCHF
SCHWAB STRATEGIC TR
-$698.4K
538,224
+108%
增持
UCON
FIRST TR EXCHNG TRADED FD VI
+$693.9K
141,061
+27%
减持
IWF
ISHARES TR
+$569.8K
22,964
-0%
减持
TSLA
TESLA INC
+$567.8K
4,033
-1%
建仓
BLK
BLACKROCK INC
+$548.4K
535
增持
LALT
FIRST TR EXCHNG TRADED FD VI
+$540.7K
111,869
+30%
减持
FXH
FIRST TR EXCHANGE TRADED FD
-$534.3K
47,325
-3%
清仓
—
BLACKROCK INC
-$523.2K
0
-100%
减持
FTSM
FIRST TR EXCHANGE-TRADED FD
-$492.8K
14,559
-36%
增持
JPM
JPMORGAN CHASE & CO.
+$477.5K
15,573
+1%
增持
NVDA
NVIDIA CORPORATION
+$471.8K
35,895
+0%
建仓
QTEC
FIRST TR NASDAQ 100 TECH IND
+$430.8K
2,288
建仓
FBT
FIRST TR EXCHANGE-TRADED FD
+$408.9K
2,460
减持
AMZN
AMAZON COM INC
+$395.4K
14,423
-3%
建仓
ANET
ARISTA NETWORKS INC
+$357.6K
3,235
减持
NFLX
NETFLIX INC
+$332.8K
1,867
-1%
清仓
—
ASTRAZENECA PLC
-$317.9K
0
-100%
清仓
—
ARISTA NETWORKS INC
-$309.4K
0
-100%
清仓
TGT
TARGET CORP
-$308.7K
0
-100%
清仓
MDLZ
MONDELEZ INTL INC
-$302.0K
0
-100%
清仓
BABA
ALIBABA GROUP HLDG LTD
-$287.8K
0
-100%
建仓
CDNS
CADENCE DESIGN SYSTEM INC
+$285.1K
949
建仓
HPE
HEWLETT PACKARD ENTERPRISE C
+$264.0K
12,363
清仓
BBY
BEST BUY INC
-$222.0K
0
-100%
清仓
EMN
EASTMAN CHEM CO
-$218.9K
0
-100%
建仓
PANW
PALO ALTO NETWORKS INC
+$212.2K
1,166
建仓
TDIV
FIRST TR EXCHANGE-TRADED FD
+$211.7K
2,698
建仓
COST
COSTCO WHSL CORP NEW
+$208.4K
227
建仓
MCK
MCKESSON CORP
+$202.9K
356
清仓
ADBE
ADOBE INC
-$200.4K
0
-100%
减持
VWO
VANGUARD INTL EQUITY INDEX F
-$186.9K
36,418
-3%
增持
FJP
FIRST TR EXCH TRD ALPHDX FD
+$172.1K
57,902
+11%
减持
LULU
LULULEMON ATHLETICA INC
+$163.6K
1,581
-3%
减持
FMF
FIRST TR EXCHANGE-TRADED FD
-$141.5K
22,333
-12%
减持
GS
GOLDMAN SACHS GROUP INC
+$138.9K
1,798
-0%
增持
FTA
FIRST TR LRG CP VL ALPHADEX
-$131.0K
133,799
+2%
减持
AVGO
BROADCOM INC
+$128.9K
5,984
-18%
增持
FVD
FIRST TR VALUE LINE DIVID IN
+$127.0K
218,998
+6%
减持
NTRL
FIRST TR EXCH TRADED FD III
-$112.9K
47,315
-11%
增持
IBIT
ISHARES BITCOIN TRUST ETF
+$108.0K
6,351
+0%
减持
JNJ
JOHNSON & JOHNSON
-$106.9K
3,292
-9%
减持
IWD
ISHARES TR
-$105.9K
20,819
-0%
减持
AFRM
AFFIRM HLDGS INC
+$105.5K
5,624
-3%
减持
CMCSA
COMCAST CORP NEW
-$99.9K
22,010
-1%
增持
GOOGL
ALPHABET INC
+$97.5K
3,641
+2%
减持
IGIB
ISHARES TR
-$90.9K
28,783
-2%
减持
LMBS
FIRST TR EXCHANGE-TRADED FD
-$88.2K
13,336
-11%
减持
MSFT
MICROSOFT CORP
-$81.4K
5,287
-2%
减持
ORCL
ORACLE CORP
-$78.2K
2,440
-14%
增持
EFA
ISHARES TR
-$76.8K
11,917
+2%
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$74.1K
3,299
-1%
减持
SHOP
SHOPIFY INC
+$74.0K
2,984
-2%
减持
KO
COCA COLA CO
-$71.2K
4,153
-10%
增持
EQIX
EQUINIX INC
+$66.7K
291
+24%
减持
CARR
CARRIER GLOBAL CORPORATION
-$62.4K
5,031
-0%
减持
IHI
ISHARES TR
-$59.2K
6,160
-13%
减持
ABBV
ABBVIE INC
-$58.6K
2,682
-1%
减持
V
VISA INC
+$51.5K
1,796
-4%
减持
GOOG
ALPHABET INC
+$51.4K
2,262
-0%
减持
VEA
VANGUARD TAX-MANAGED FDS
-$45.6K
7,460
-2%
增持
HON
HONEYWELL INTL INC
+$44.1K
1,439
+6%
减持
PEP
PEPSICO INC
-$43.6K
2,302
-1%
减持
SDY
SPDR SER TR
-$42.9K
4,159
-0%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$42.4K
1,114
+11%
增持
—
EXXON MOBIL CORP
-$34.9K
9,438
+5%
增持
NEE
NEXTERA ENERGY INC
-$34.5K
4,083
+5%
减持
CVX
CHEVRON CORP NEW
-$33.5K
2,881
-6%
增持
UBER
UBER TECHNOLOGIES INC
-$32.5K
3,636
+9%
增持
META
META PLATFORMS INC
+$31.0K
1,496
+1%
减持
WBD
WARNER BROS DISCOVERY INC
+$31.0K
17,300
-6%
增持
PLD
PROLOGIS INC.
-$30.5K
1,901
+4%
增持
RTX
RTX CORPORATION
-$29.3K
5,565
+0%
增持
—
MEDTRONIC PLC
-$27.9K
4,087
+4%
减持
PFE
PFIZER INC
-$27.1K
9,058
-2%
减持
ADI
ANALOG DEVICES INC
-$26.9K
1,221
-2%
增持
MRK
MERCK & CO INC
-$26.2K
4,596
+8%
减持
SLB
SCHLUMBERGER LTD
-$23.9K
6,571
-0%
增持
MCD
MCDONALDS CORP
+$23.1K
1,378
+11%
增持
SPY
SPDR S&P 500 ETF TR
+$22.7K
1,192
+1%
增持
CAT
CATERPILLAR INC
-$21.1K
771
+0%
减持
NOW
SERVICENOW INC
+$20.9K
504
-12%
增持
MA
MASTERCARD INCORPORATED
+$19.3K
528
+1%
增持
PNC
PNC FINL SVCS GROUP INC
+$19.2K
2,327
+0%
增持
ISRG
INTUITIVE SURGICAL INC
+$17.6K
559
+0%
减持
AGG
ISHARES TR
-$15.3K
3,033
-1%
增持
CSX
CSX CORP
-$14.6K
8,311
+1%
减持
NI
NISOURCE INC
+$13.6K
14,830
-3%
增持
FTCS
FIRST TR EXCHANGE-TRADED FD
+$11.2K
105,759
+4%
增持
IWR
ISHARES TR
+$11.1K
4,712
+2%
增持
CX
CEMEX SAB DE CV
+$10.6K
13,933
+25%
增持
SRE
SEMPRA
+$10.6K
2,524
+0%
增持
PG
PROCTER AND GAMBLE CO
+$10.4K
9,435
+4%
减持
ABNB
AIRBNB INC
+$9.8K
2,673
-1%
增持
—
EATON CORP PLC
+$9.5K
1,348
+2%
减持
TMUS
T-MOBILE US INC
-$6.7K
1,599
-8%
减持
MSI
MOTOROLA SOLUTIONS INC
+$6.7K
600
-0%
增持
UNH
UNITEDHEALTH GROUP INC
+$5.5K
1,035
+17%
减持
T
AT&T INC
+$5.3K
14,266
-2%
减持
SAP
SAP SE
+$5.1K
846
-5%
增持
—
ACCENTURE PLC IRELAND
+$4.7K
778
+2%
减持
IWM
ISHARES TR
-$4.2K
15,632
-0%
增持
—
TE CONNECTIVITY PLC
-$4.2K
1,553
+4%
减持
WMB
WILLIAMS COS INC
-$3.9K
6,849
-17%
增持
UNP
UNION PAC CORP
-$3.5K
1,698
+7%
增持
DFAC
DIMENSIONAL ETF TRUST
+$3.5K
8,666
+0%
增持
HLN
HALEON PLC
+$3.4K
12,207
+14%
增持
SCHA
SCHWAB STRATEGIC TR
+$1.7K
12,931
+100%
增持
IBM
INTERNATIONAL BUSINESS MACHS
-$1.2K
3,464
+0%
减持
MDY
SPDR S&P MIDCAP 400 ETF TR
-$717
1,367
-0%
增持
ABT
ABBOTT LABS
+$49
2,986
+1%
增持
HD
HOME DEPOT INC
+$10
1,327
+4%
