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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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 136 项
建仓 17
增持 61
减持 51
清仓 7
方向
标的
Δ市值
现股数(环比)
减持
LLY
ELI LILLY & CO
-$10.7M
67,692
-0%
减持
IWF
ISHARES TR
-$1.3M
22,098
-2%
增持
LALT
FIRST TR EXCHNG TRADED FD VI
+$1.1M
354,226
+8%
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
FTA
FIRST TR EXCHANGE-TRADED ALP
+$1.1M
140,644
+2%
增持
RDVY
FIRST TR EXCHANGE TRADED FD
+$1.1M
60,458
+37%
增持
IVV
ISHARES TR
+$870.2K
3,433
+71%
减持
MSFT
MICROSOFT CORP
-$804.3K
6,224
-3%
增持
FDN
FIRST TR EXCHANGE-TRADED FD
-$678.5K
28,968
+5%
增持
UCON
FIRST TR EXCHNG TRADED FD VI
+$600.6K
504,537
+7%
增持
SCHF
SCHWAB STRATEGIC TR
+$508.8K
558,092
+1%
减持
AMZN
AMAZON COM INC
-$507.5K
13,335
-6%
增持
FJP
FIRST TR EXCH TRD ALPHDX FD
+$494.9K
69,247
+3%
减持
NVDA
NVIDIA CORPORATION
-$458.3K
37,431
-0%
减持
JPM
JPMORGAN CHASE & CO
-$456.1K
14,957
-1%
减持
—
EXXON MOBIL CORP
+$416.6K
9,705
-5%
清仓
—
ASTRAZENECA PLC
-$386.2K
0
-100%
建仓
—
ASTRAZENECA PLC
+$385.8K
1,956
减持
FXH
FIRST TR EXCHANGE-TRADED FD
-$385.6K
22,609
-10%
建仓
MO
ALTRIA GROUP INC
+$341.2K
5,171
建仓
TXN
TEXAS INSTRS INC
+$325.6K
1,677
清仓
TMO
THERMO FISHER SCIENTIFIC INC
-$302.5K
0
-100%
建仓
AMAT
APPLIED MATLS INC
+$286.8K
839
清仓
COF
CAPITAL ONE FINL CORP
-$286.2K
0
-100%
增持
AAPL
APPLE INC
-$284.8K
17,641
+1%
建仓
COP
CONOCOPHILLIPS
+$280.6K
2,126
建仓
MPC
MARATHON PETE CORP
+$275.4K
1,128
增持
TSLA
TESLA INC
-$267.9K
3,718
+1%
建仓
SHEL
SHELL PLC
+$264.9K
2,848
清仓
DTE
DTE ENERGY CO
-$263.5K
0
-100%
建仓
IYE
ISHARES TR
+$250.5K
3,867
建仓
SLB
SLB LIMITED
+$233.8K
4,549
建仓
—
LINDE PLC
+$228.1K
460
清仓
GLW
CORNING INC
-$226.2K
0
-100%
增持
FTXO
FIRST TR EXCHANGE TRADED FD
+$225.4K
32,683
+29%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$213.6K
3,302
-4%
建仓
ADP
AUTOMATIC DATA PROCESSING IN
+$213.5K
1,051
建仓
LRCX
LAM RESEARCH CORP
+$212.8K
996
增持
JNJ
JOHNSON & JOHNSON
+$211.5K
4,376
+6%
建仓
SCHD
SCHWAB STRATEGIC TR
+$209.2K
6,817
清仓
XLF
SELECT SECTOR SPDR TR
-$207.9K
0
-100%
建仓
—
ASML HLDG NV
+$206.1K
156
建仓
TIMB
TIM S A
+$203.7K
7,690
建仓
DE
DEERE & CO
+$202.8K
360
建仓
VIS
VANGUARD WORLD FD
+$201.7K
646
清仓
DIS
DISNEY WALT CO
-$200.7K
0
-100%
减持
NFLX
NETFLIX INC.
-$178.7K
16,531
-12%
增持
AVGO
BROADCOM INC
-$178.6K
6,413
+3%
增持
QTEC
FIRST TR EXCHANGE-TRADED FD
-$155.6K
19,395
+3%
减持
BAC
BANK AMERICA CORP
-$154.3K
5,744
-27%
减持
UNH
UNITEDHEALTH GROUP INC
-$153.3K
1,158
-18%
减持
AFRM
AFFIRM HLDGS INC
-$147.2K
4,801
-3%
增持
CAT
CATERPILLAR INC
+$144.7K
991
+2%
减持
SHOP
SHOPIFY INC
-$140.6K
3,093
-2%
增持
CVX
CHEVRON CORPORATION
+$139.6K
2,318
+4%
增持
T
AT&T INC
+$134.9K
20,714
+11%
增持
VRT
VERTIV HOLDINGS CO
+$126.6K
1,426
+0%
增持
TSM
TAIWAN SEMICONDUCTOR MANUFAC
+$121.7K
2,760
+3%
减持
ISRG
INTUITIVE SURGICAL INC
-$120.0K
440
-23%
减持
PNC
PNC FINL SVCS GROUP INC
-$117.3K
1,336
-29%
增持
FTCS
FIRST TR EXCHANGE-TRADED FD
+$110.0K
115,800
+1%
增持
PM
PHILIP MORRIS INTL INC
+$108.9K
1,909
+48%
减持
GS
GOLDMAN SACHS GROUP INC
-$107.0K
1,511
-4%
增持
SCHE
SCHWAB STRATEGIC TR
+$101.1K
84,113
+3%
增持
GOOGL
ALPHABET INC
-$93.3K
4,995
+2%
增持
META
META PLATFORMS INC
-$92.7K
1,924
+6%
减持
V
VISA INC
-$90.5K
1,809
-0%
减持
VGT
VANGUARD WORLD FD
-$89.0K
834
-6%
减持
PG
PROCTER & GAMBLE CO
-$88.1K
3,417
-16%
减持
FVD
FIRST TR EXCHANGE-TRADED FD
+$87.9K
233,337
-1%
减持
PBR/A
PETROLEO BRASILEIRO S A
+$86.5K
13,489
-9%
增持
NOW
SERVICENOW INC
-$81.5K
3,221
+18%
减持
WMB
WILLIAMS COS INC
+$80.9K
6,456
-0%
减持
ABT
ABBOTT LABORATORIES
-$78.0K
2,536
-6%
增持
WMT
WALMART INC
+$75.2K
2,482
+19%
减持
HD
HOME DEPOT INC
-$73.7K
979
-15%
增持
—
EATON CORP PLC
+$69.8K
1,164
+7%
增持
MCD
MCDONALDS CORP
+$66.0K
1,414
+16%
增持
NI
NISOURCE INC
+$65.5K
12,568
+1%
减持
BLK
BLACKROCK INC
-$62.1K
434
-3%
减持
IWD
ISHARES TR
-$59.3K
19,334
-3%
增持
NEE
NEXTERA ENERGY INC
+$56.7K
4,142
+1%
减持
—
MEDTRONIC PLC
-$53.6K
3,682
-5%
增持
GOOG
ALPHABET INC
-$51.0K
2,220
+1%
增持
PANW
PALO ALTO NETWORKS INC
+$50.9K
1,762
+40%
增持
MRK
MERCK & CO INC
+$50.8K
2,819
+3%
增持
WFC
WELLS FARGO & CO
-$50.6K
5,372
+5%
减持
VWO
VANGUARD INTL EQUITY INDEX F
-$49.9K
31,907
-3%
减持
IWM
ISHARES TR
-$46.7K
14,466
-2%
增持
PFE
PFIZER INC
+$45.0K
11,806
+3%
增持
UNP
UNION PAC CORP
+$43.2K
1,241
+11%
减持
UBER
UBER TECHNOLOGIES INC
-$43.1K
3,856
-2%
减持
DUK
DUKE ENERGY CORP NEW
+$42.4K
3,397
-1%
增持
MCK
MCKESSON CORP
+$42.4K
394
+8%
减持
EMBJ
EMBRAER S.A.
-$41.5K
5,688
-3%
减持
MU
MICRON TECHNOLOGY INC
+$39.8K
1,118
-6%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$39.1K
1,259
-1%
增持
COST
COSTCO WHOLESALE CORPORATION
+$38.6K
262
+1%
增持
MSI
MOTOROLA SOLUTIONS INC
+$37.0K
602
+3%
增持
SPY
STATE STR SPDR S&P 500 ETF T
-$36.7K
1,203
+0%
增持
CSX
CSX CORP
+$36.0K
6,569
+2%
减持
ABBV
ABBVIE INC
-$35.4K
2,571
-1%
减持
CMCSA
COMCAST CORP NEW
-$34.5K
23,046
-1%
增持
CDNS
CADENCE DESIGN SYSTEM INC
-$32.7K
970
+0%
增持
LGOV
FIRST TR EXCHANGE-TRADED FD
+$31.5K
155,435
+2%
减持
KO
COCA COLA CO
+$31.2K
8,013
-3%
减持
PEP
PEPSICO INC
-$31.1K
1,431
-19%
减持
CVS
CVS HEALTH CORP
-$30.2K
3,187
-2%
增持
ORCL
ORACLE CORP
-$30.1K
1,587
+17%
减持
VEA
VANGUARD TAX-MANAGED FDS
-$29.4K
9,385
-7%
增持
MA
MASTERCARD INCORPORATED
-$29.1K
586
+4%
减持
ANET
ARISTA NETWORKS INC
-$28.8K
3,283
-0%
减持
GILD
GILEAD SCIENCES INC
+$28.6K
1,896
-1%
增持
CARR
CARRIER GLOBAL CORPORATION
+$28.4K
4,701
+5%
减持
SDY
SPDR SERIES TRUST
+$26.9K
4,110
-0%
减持
ADI
ANALOG DEVICES INC
+$25.9K
980
-7%
增持
TJX
TJX COS INC NEW
+$24.1K
2,065
+4%
增持
WBD
WARNER BROS DISCOVERY INC
-$21.6K
16,275
+0%
减持
CSCO
CISCO SYS INC
-$19.5K
3,293
-8%
增持
MDY
STATE STR SPDR S&P MIDCAP 40
+$18.4K
1,261
+0%
增持
IGIB
ISHARES TR
+$17.7K
26,013
+3%
增持
FMF
FIRST TR EXCHANGE-TRADED FD
+$16.8K
4,479
+0%
增持
BABA
ALIBABA GROUP HLDG LTD
+$13.8K
2,261
+23%
增持
MS
MORGAN STANLEY
-$13.2K
1,839
+3%
增持
HLN
HALEON PLC
+$12.6K
12,562
+12%
增持
PLTR
PALANTIR TECHNOLOGIES INC
-$9.4K
1,750
+17%
增持
DFAX
DIMENSIONAL ETF TRUST
+$8.2K
6,316
+0%
减持
TMUS
T-MOBILE US INC
+$7.8K
1,255
-0%
减持
EFA
ISHARES TR
+$7.5K
9,863
-0%
减持
RTX
RTX CORPORATION
-$5.9K
6,674
-5%
减持
SCHA
SCHWAB STRATEGIC TR
-$5.9K
7,844
-5%
增持
DFAC
DIMENSIONAL ETF TRUST
-$5.5K
8,738
+0%
增持
FBT
FIRST TR EXCHANGE-TRADED FD
-$3.8K
19,219
+3%
减持
ORLY
OREILLY AUTOMOTIVE INC
+$1.4K
2,674
-1%
增持
DKS
DICKS SPORTING GOODS INC
+$881
1,517
+0%
增持
TDIV
FIRST TR EXCHANGE TRADED FD
+$606
15,475
+3%
增持
ICE
INTERCONTINENTAL EXCHANGE IN
+$435
1,326
+3%
