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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
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 119 项
建仓 12
增持 68
减持 38
清仓 1
方向
标的
Δ市值
现股数(环比)
增持
NVDA
NVIDIA CORPORATION
+$1.2M
37,301
+3%
减持
LLY
ELI LILLY & CO
-$1.1M
68,098
-0%
增持
AAPL
APPLE INC
+$952.9K
15,890
+5%
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
PG
PROCTER AND GAMBLE CO
-$831.2K
4,532
-53%
增持
FTA
FIRST TR EXCHANGE-TRADED ALP
+$773.5K
134,023
+1%
减持
IWF
ISHARES TR
+$769.1K
22,438
-2%
增持
FVD
FIRST TR EXCHANGE-TRADED FD
+$627.4K
250,676
+2%
减持
SCHF
SCHWAB STRATEGIC TR
+$622.4K
532,626
-0%
增持
TSLA
TESLA INC
+$583.1K
4,169
+4%
增持
FTCS
FIRST TR EXCHANGE-TRADED FD
+$543.0K
117,758
+2%
增持
AVGO
BROADCOM INC
+$515.4K
6,171
+12%
增持
LALT
FIRST TR EXCHNG TRADED FD VI
+$491.9K
262,172
+1%
增持
FJP
FIRST TR EXCH TRD ALPHDX FD
+$452.6K
66,980
+2%
增持
MSFT
MICROSOFT CORP
+$431.0K
5,752
+12%
增持
JPM
JPMORGAN CHASE & CO.
+$431.0K
15,469
+1%
增持
UCON
FIRST TR EXCHNG TRADED FD VI
+$430.0K
364,868
+4%
增持
FBT
FIRST TR EXCHANGE-TRADED FD
+$407.4K
18,399
+3%
增持
QTEC
FIRST TR EXCHANGE-TRADED FD
+$400.5K
17,981
+3%
减持
IWM
ISHARES TR
+$372.8K
15,119
-1%
增持
FDN
FIRST TR EXCHANGE-TRADED FD
+$372.5K
25,982
+1%
增持
IVV
ISHARES TR
+$356.8K
1,174
+70%
增持
GOOGL
ALPHABET INC
+$317.5K
4,224
+5%
建仓
PLTR
PALANTIR TECHNOLOGIES INC
+$293.5K
1,609
建仓
DTE
DTE ENERGY CO
+$290.4K
2,053
建仓
PEP
PEPSICO INC
+$289.0K
2,058
建仓
TJX
TJX COS INC NEW
+$280.7K
1,942
建仓
TMO
THERMO FISHER SCIENTIFIC INC
+$266.3K
549
建仓
ADI
ANALOG DEVICES INC
+$259.2K
1,055
建仓
GLW
CORNING INC
+$248.4K
3,028
建仓
LHX
L3HARRIS TECHNOLOGIES INC
+$217.1K
711
清仓
EMR
EMERSON ELEC CO
-$216.9K
0
-100%
建仓
SLV
ISHARES SILVER TR
+$214.6K
5,066
建仓
XLF
SELECT SECTOR SPDR TR
+$204.5K
3,796
建仓
SRE
SEMPRA
+$204.2K
2,269
增持
NFLX
NETFLIX INC
-$201.5K
1,934
+3%
建仓
VIG
VANGUARD SPECIALIZED FUNDS
+$200.9K
931
减持
FXH
FIRST TR EXCHANGE TRADED FD
+$175.2K
33,056
-1%
增持
JNJ
JOHNSON & JOHNSON
+$173.9K
3,723
+10%
减持
SCHE
SCHWAB STRATEGIC TR
+$167.9K
76,486
-3%
增持
WFC
WELLS FARGO CO NEW
+$167.7K
4,735
+66%
增持
UNH
UNITEDHEALTH GROUP INC
+$162.3K
1,685
+25%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$161.5K
3,054
+0%
增持
ABBV
ABBVIE INC
+$158.5K
2,820
+6%
增持
ANET
ARISTA NETWORKS INC
+$146.5K
3,296
+1%
减持
RTX
RTX CORPORATION
+$146.4K
6,945
-0%
增持
SHOP
SHOPIFY INC
+$145.0K
3,320
+10%
增持
GS
GOLDMAN SACHS GROUP INC
+$144.9K
1,572
+1%
增持
BABA
ALIBABA GROUP HLDG LTD
+$141.8K
1,975
+6%
减持
GOOG
ALPHABET INC
+$136.6K
2,220
-3%
减持
EFA
ISHARES TR
-$132.2K
9,977
-16%
增持
CAT
CATERPILLAR INC
+$123.8K
960
+11%
减持
VWO
VANGUARD INTL EQUITY INDEX F
+$117.3K
34,401
-3%
减持
WBD
WARNER BROS DISCOVERY INC
+$114.6K
16,552
-9%
减持
TDIV
FIRST TR EXCHANGE TRADED FD
+$113.7K
15,018
-1%
增持
HD
HOME DEPOT INC
+$112.9K
1,302
+15%
增持
DKS
DICKS SPORTING GOODS INC
+$109.6K
1,474
+34%
减持
IWD
ISHARES TR
+$104.1K
20,104
-2%
增持
T
AT&T INC
+$100.5K
18,861
+26%
增持
NEE
NEXTERA ENERGY INC
+$99.3K
4,072
+36%
减持
LGOV
FIRST TR EXCHANGE-TRADED FD
-$91.0K
145,272
-4%
减持
FTSM
FIRST TR EXCHANGE-TRADED FD
-$85.1K
6,185
-19%
减持
FMF
FIRST TR EXCHANGE-TRADED FD
-$84.7K
5,405
-30%
增持
—
EXXON MOBIL CORP
+$78.0K
10,341
+2%
减持
UNP
UNION PAC CORP
-$72.8K
1,111
-24%
增持
META
META PLATFORMS INC
+$70.3K
1,549
+7%
增持
CMCSA
COMCAST CORP NEW
-$66.6K
23,239
+4%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$64.8K
9,765
+7%
增持
CVX
CHEVRON CORP NEW
+$64.7K
2,320
+12%
增持
CDNS
CADENCE DESIGN SYSTEM INC
+$61.8K
991
+7%
减持
ISRG
INTUITIVE SURGICAL INC
-$57.5K
558
-1%
增持
—
ASTRAZENECA PLC
+$57.3K
4,543
+9%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$55.2K
1,449
+5%
增持
MRK
MERCK & CO INC
+$52.3K
3,052
+19%
增持
SLB
SCHLUMBERGER LTD
+$50.7K
7,825
+21%
增持
ORLY
OREILLY AUTOMOTIVE INC
+$48.1K
2,563
+1%
减持
SPY
SPDR S&P 500 ETF TR
+$47.6K
1,192
-1%
减持
BLK
BLACKROCK INC
+$47.5K
488
-2%
减持
KO
COCA COLA CO
-$44.2K
8,985
-1%
减持
DIS
DISNEY WALT CO
-$43.2K
1,776
-11%
减持
ORCL
ORACLE CORP
-$42.2K
1,421
-30%
增持
MS
MORGAN STANLEY
+$42.1K
1,779
+4%
增持
MCD
MCDONALDS CORP
+$41.5K
1,298
+7%
增持
IBM
INTERNATIONAL BUSINESS MACHS
-$39.6K
3,371
+0%
增持
—
MEDTRONIC PLC
+$39.3K
3,697
+3%
增持
PNC
PNC FINL SVCS GROUP INC
+$39.1K
1,910
+3%
增持
NI
NISOURCE INC
+$38.1K
12,475
+0%
增持
PFE
PFIZER INC
+$35.3K
11,755
+8%
减持
EMBJ
EMBRAER S.A.
-$35.1K
6,364
-14%
增持
COF
CAPITAL ONE FINL CORP
+$34.5K
1,205
+16%
减持
CSCO
CISCO SYS INC
-$31.5K
3,509
-10%
增持
CVS
CVS HEALTH CORP
+$30.9K
3,397
+4%
减持
MDY
SPDR S&P MIDCAP 400 ETF TR
+$29.1K
1,288
-1%
减持
TMUS
T-MOBILE US INC
-$26.7K
1,263
-9%
增持
PWR
QUANTA SVCS INC
+$24.8K
621
+1%
增持
DFAC
DIMENSIONAL ETF TRUST
+$24.6K
8,696
+0%
减持
BAC
BANK AMERICA CORP
-$24.5K
7,713
-14%
增持
UBER
UBER TECHNOLOGIES INC
+$24.3K
3,957
+2%
增持
AFRM
AFFIRM HLDGS INC
+$23.7K
5,500
+1%
增持
MSI
MOTOROLA SOLUTIONS INC
+$23.7K
608
+0%
减持
SCHA
SCHWAB STRATEGIC TR
+$22.1K
9,724
-1%
增持
DUK
DUKE ENERGY CORP NEW
+$21.4K
3,358
+1%
增持
PM
PHILIP MORRIS INTL INC
-$20.3K
1,519
+4%
增持
CARR
CARRIER GLOBAL CORPORATION
-$17.5K
5,911
+17%
增持
MA
MASTERCARD INCORPORATED
+$17.5K
584
+4%
减持
CX
CEMEX SAB DE CV
-$17.4K
11,207
-34%
减持
CSX
CSX CORP
-$17.1K
6,458
-14%
减持
NTRL
FIRST TR EXCH TRADED FD III
-$16.6K
14,002
-5%
增持
AMZN
AMAZON COM INC
+$16.1K
14,099
+0%
减持
—
EATON CORP PLC
-$15.1K
1,155
-8%
增持
V
VISA INC
-$14.3K
1,775
+2%
减持
SDY
SPDR SERIES TRUST
+$13.8K
4,154
-1%
增持
HLN
HALEON PLC
-$13.4K
13,678
+4%
增持
NOW
SERVICENOW INC
-$12.8K
567
+9%
减持
IGIB
ISHARES TR
-$12.1K
24,459
-2%
增持
COST
COSTCO WHSL CORP NEW
-$10.6K
288
+3%
减持
LMBS
FIRST TR EXCHANGE-TRADED FD
-$6.3K
4,353
-4%
增持
PANW
PALO ALTO NETWORKS INC
+$5.7K
1,217
+3%
增持
ABT
ABBOTT LABS
+$1.7K
2,607
+2%
减持
WMB
WILLIAMS COS INC
+$663
6,114
-1%
