小隐寺数据中心
概览
新闻
情绪
Reddit 热门
散户社区提及与热度榜
机构
机构目录
全部机构
机构持仓
机构真实持仓
事件
新股 IPO
定价、上市与申报追踪
内部人买卖
高管与董事交易
重大事件
并购/高管/退市等重大报告
举牌
主动或被动披露
财务
季报
10-Q 季度财报申报流
年报
10-K 年度财报申报流
公司
公司目录
上市公司高管与档案
势力阵营
即将上线
校友与资本关系图谱
人物
明星投资人
知名基金经理与持仓动向
政客交易
国会议员持仓披露
API
小隐寺主站
Facet Wealth, Inc. 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Facet Wealth, Inc.
报告期 2026-03-31 · CIK 0001748271
持仓数
349
前50大市值合计
$5.53B
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($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
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 145 项
建仓 6
增持 59
减持 68
清仓 12
方向
标的
Δ市值
现股数(环比)
减持
EFG
ISHARES TR
-$150.0M
17,132
-99%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$121.3M
9,726,723
+22%
增持
VTEB
VANGUARD MUN BD FDS
+$84.3M
2,295,943
+314%
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
MUB
ISHARES TR
-$74.3M
875,802
-43%
减持
VTI
VANGUARD INDEX FDS
-$68.3M
1,782,954
-6%
增持
IEFA
ISHARES TR
+$62.1M
1,474,408
+95%
减持
QUAL
ISHARES TR
-$38.7M
2,328,489
-3%
增持
JQUA
J P MORGAN EXCHANGE TRADED F
+$36.3M
938,130
+228%
增持
ITOT
ISHARES TR
+$31.8M
752,437
+64%
增持
SPDW
SPDR INDEX SHS FDS
+$26.8M
1,436,880
+80%
减持
MGK
VANGUARD WORLD FD
-$26.5M
236,887
-20%
增持
SCHG
SCHWAB STRATEGIC TR
+$26.0M
1,122,148
+938%
增持
SPYV
SPDR SER TR
+$22.8M
1,227,891
+68%
增持
VO
VANGUARD INDEX FDS
+$22.8M
89,960
+3756%
减持
VTV
VANGUARD INDEX FDS
-$22.1M
1,644,766
-3%
建仓
VGLT
VANGUARD SCOTTSDALE FDS
+$21.5M
388,311
增持
SCHB
SCHWAB STRATEGIC TR
+$21.3M
1,052,694
+1446%
减持
SPMD
SPDR SER TR
-$17.2M
2,468,196
-4%
减持
IUSG
ISHARES TR
-$10.9M
670,701
-4%
减持
IWN
ISHARES TR
-$9.4M
229,918
-11%
增持
BND
VANGUARD BD INDEX FDS
+$8.5M
4,942,051
+2%
减持
CMF
ISHARES TR
-$8.2M
1,030,908
-10%
增持
VCIT
VANGUARD SCOTTSDALE FDS
+$7.7M
1,368,147
+7%
增持
IEI
ISHARES TR
+$6.1M
706,949
+6%
增持
IEMG
ISHARES INC
+$6.0M
336,354
+40%
减持
ESGV
VANGUARD WORLD FD
-$5.9M
347,942
-8%
增持
USMV
ISHARES TR
+$5.7M
438,785
+16%
增持
SPEM
SPDR INDEX SHS FDS
+$5.6M
364,257
+55%
增持
VUG
VANGUARD INDEX FDS
+$5.2M
27,252
+114%
增持
VONG
VANGUARD SCOTTSDALE FDS
+$4.3M
50,657
+822%
增持
VBR
VANGUARD INDEX FDS
+$4.2M
50,263
+104%
增持
EFAV
ISHARES TR
+$3.6M
215,614
+10%
增持
ESGD
ISHARES TR
+$3.5M
79,190
+92%
增持
SPTM
SPDR SER TR
+$3.0M
199,805
+38%
减持
VSGX
VANGUARD WORLD FD
-$2.6M
293,568
-17%
增持
SLYV
SPDR SER TR
+$2.2M
62,380
+125%
减持
AMZN
AMAZON COM INC
-$2.1M
36,771
-6%
增持
AAPL
APPLE INC
-$2.1M
123,305
+5%
清仓
SQ
BLOCK INC
-$2.0M
0
-100%
增持
ESGU
ISHARES TR
+$1.8M
75,795
+33%
减持
VWO
VANGUARD INTL EQUITY INDEX F
-$1.6M
2,058,386
-6%
减持
VOO
VANGUARD INDEX FDS
-$1.5M
19,696
-7%
增持
META
META PLATFORMS INC
-$1.2M
11,718
+2%
增持
TFI
SPDR SER TR
+$1.2M
34,295
+375%
减持
EAGG
ISHARES TR
-$1.1M
192,401
-11%
减持
NVDA
NVIDIA CORPORATION
-$984.6K
29,903
-12%
减持
TFLO
ISHARES TR
-$845.3K
575,067
-3%
减持
TSLA
TESLA INC
-$807.7K
3,303
-31%
减持
VGSH
VANGUARD SCOTTSDALE FDS
-$703.4K
496,391
-3%
减持
FLRN
SPDR SER TR
-$562.5K
978,998
-1%
增持
AGG
ISHARES TR
+$548.1K
89,587
+6%
减持
NYF
ISHARES TR
-$540.1K
371,010
-0%
减持
AVUS
AMERICAN CENTY ETF TR
-$493.7K
29,171
-8%
减持
UNH
UNITEDHEALTH GROUP INC
-$429.6K
953
-38%
建仓
IVW
ISHARES TR
+$404.8K
4,170
减持
SPY
SPDR S&P 500 ETF TR
-$397.0K
3,931
-10%
建仓
PYPL
PAYPAL HLDGS INC
+$363.9K
5,309
建仓
ADI
ANALOG DEVICES INC
+$347.6K
1,758
增持
VEU
VANGUARD INTL EQUITY INDEX F
+$325.3K
64,481
+2%
减持
QQQ
INVESCO QQQ TR
-$311.0K
1,617
-23%
清仓
D
DOMINION ENERGY INC
-$284.5K
0
-100%
增持
IVV
ISHARES TR
+$273.6K
6,743
+15%
减持
SUSC
ISHARES TR
-$270.6K
99,909
-10%
增持
SCHF
SCHWAB STRATEGIC TR
+$266.3K
148,718
+2%
减持
AMAT
APPLIED MATLS INC
-$265.8K
2,026
-37%
清仓
DGRO
ISHARES TR
-$261.9K
0
-100%
清仓
JNJ
JOHNSON & JOHNSON
-$246.6K
0
-100%
清仓
UNP
UNION PAC CORP
-$236.3K
0
-100%
清仓
CI
THE CIGNA GROUP
-$231.2K
0
-100%
建仓
BNDX
VANGUARD CHARLOTTE FDS
+$227.9K
4,629
清仓
AXP
AMERICAN EXPRESS CO
-$227.2K
0
-100%
减持
SCHA
SCHWAB STRATEGIC TR
-$224.4K
25,143
-18%
减持
SPAB
SPDR SER TR
-$224.3K
387,194
-3%
增持
IWF
ISHARES TR
+$215.4K
1,579
+71%
清仓
DIS
DISNEY WALT CO
-$215.3K
0
-100%
清仓
SCHP
SCHWAB STRATEGIC TR
-$213.1K
0
-100%
建仓
IVE
ISHARES TR
+$212.4K
1,150
清仓
CMG
CHIPOTLE MEXICAN GRILL INC
-$210.4K
0
-100%
减持
HD
HOME DEPOT INC
-$207.0K
1,912
-13%
清仓
SHOP
SHOPIFY INC
-$207.0K
0
-100%
减持
XLK
SELECT SECTOR SPDR TR
-$204.4K
1,040
-44%
清仓
DUK
DUKE ENERGY CORP NEW
-$203.7K
0
-100%
增持
VXUS
VANGUARD STAR FDS
+$201.8K
8,750
+45%
增持
VOE
VANGUARD INDEX FDS
+$189.5K
2,704
+87%
增持
MSFT
MICROSOFT CORP
+$186.0K
5,351
+2%
减持
AVUV
AMERICAN CENTY ETF TR
-$184.0K
4,038
-25%
减持
LLY
ELI LILLY & CO
-$179.4K
2,459
-2%
减持
IWM
ISHARES TR
-$149.2K
1,859
-19%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$143.2K
1,762
+10%
减持
IWB
ISHARES TR
-$139.0K
2,515
-9%
增持
GOOGL
ALPHABET INC
-$130.4K
6,406
+0%
减持
CRM
SALESFORCE INC
-$123.4K
1,384
-10%
减持
—
EXXON MOBIL CORP
-$119.4K
4,089
-18%
减持
IJR
ISHARES TR
-$119.3K
2,677
-20%
减持
DFAC
DIMENSIONAL ETF TRUST
-$109.1K
27,421
-4%
增持
MRK
MERCK & CO INC
+$108.1K
4,635
+47%
增持
SPYM
SPDR SER TR
+$100.3K
32,478
+12%
增持
VXF
VANGUARD INDEX FDS
+$95.5K
8,587
+21%
减持
BAC
BANK AMERICA CORP
-$90.8K
10,000
-6%
减持
ORCL
ORACLE CORP
-$85.9K
2,505
-5%
减持
NFLX
NETFLIX INC
+$80.9K
1,162
-5%
增持
GOOG
ALPHABET INC
-$70.7K
4,910
+4%
减持
IJH
ISHARES TR
-$69.8K
5,021
-12%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$67.6K
3,288
+17%
减持
FNDX
SCHWAB STRATEGIC TR
-$61.0K
21,715
-5%
增持
MA
MASTERCARD INCORPORATED
+$57.2K
502
+26%
减持
VGT
VANGUARD WORLD FD
-$55.5K
545
-7%
减持
VYM
VANGUARD WHITEHALL FDS
-$54.4K
2,443
-10%
增持
BX
BLACKSTONE INC
-$52.5K
1,658
+1%
减持
COP
CONOCOPHILLIPS
-$49.3K
2,915
-6%
增持
—
ACCENTURE PLC IRELAND
-$49.2K
850
+6%
增持
V
VISA INC
+$48.8K
1,822
+8%
增持
JPM
JPMORGAN CHASE & CO.
+$43.5K
3,531
+15%
增持
AVGO
BROADCOM INC
-$41.5K
3,803
+6%
增持
CAT
CATERPILLAR INC
-$40.7K
1,162
+2%
减持
SCHE
SCHWAB STRATEGIC TR
-$40.2K
7,190
-20%
增持
VB
VANGUARD INDEX FDS
+$34.9K
1,127
+30%
增持
SCHX
SCHWAB STRATEGIC TR
-$34.2K
52,104
+4%
减持
VNQ
VANGUARD INDEX FDS
-$32.9K
3,872
-6%
增持
ABBV
ABBVIE INC
+$29.4K
2,481
+3%
减持
PG
PROCTER AND GAMBLE CO
-$27.2K
1,485
-5%
减持
CSCO
CISCO SYS INC
-$26.7K
3,671
-6%
减持
VSS
VANGUARD INTL EQUITY INDEX F
-$26.1K
2,351
-13%
减持
RTX
RTX CORPORATION
-$22.7K
1,676
-10%
减持
ESGE
ISHARES INC
-$22.1K
8,178
-11%
减持
VT
VANGUARD INTL EQUITY INDEX F
-$21.2K
1,685
-8%
增持
PEP
PEPSICO INC
-$20.4K
1,661
+0%
减持
NEE
NEXTERA ENERGY INC
-$18.0K
5,371
-2%
减持
SYY
SYSCO CORP
-$17.1K
10,540
-2%
减持
IAU
ISHARES GOLD TR
-$15.2K
5,048
-18%
减持
WMT
WALMART INC
-$14.8K
7,199
-0%
增持
PHG
KONINKLIJKE PHILIPS N V
-$13.9K
9,083
+0%
增持
IWR
ISHARES TR
+$13.7K
2,859
+14%
减持
DFAX
DIMENSIONAL ETF TRUST
+$13.5K
15,514
-3%
减持
AMGN
AMGEN INC
-$13.4K
734
-2%
减持
PLTR
PALANTIR TECHNOLOGIES INC
+$12.9K
3,554
-8%
减持
HCA
HCA HEALTHCARE INC
+$9.8K
606
-3%
减持
WM
WASTE MGMT INC DEL
+$7.5K
1,060
-1%
增持
ABT
ABBOTT LABS
+$7.2K
1,707
+0%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$6.9K
2,937
+2%
减持
MCD
MCDONALDS CORP
-$5.9K
805
-9%
增持
SCHV
SCHWAB STRATEGIC TR
+$4.6K
10,539
+6%
增持
COST
COSTCO WHSL CORP NEW
-$4.0K
635
+2%
减持
VEEV
VEEVA SYS INC
-$2.9K
1,299
-1%
减持
HON
HONEYWELL INTL INC
-$1.3K
1,051
-5%
