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
Paradigm Financial Partners, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Paradigm Financial Partners, LLC
报告期 2026-03-31 · CIK 0001766564
持仓数
270
前50大市值合计
$352.6M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($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
23Q2 调仓
2023-03-31 → 2023-06-30 · 共 150 项
建仓 20
增持 49
减持 71
清仓 10
方向
标的
Δ市值
现股数(环比)
减持
CPNG
COUPANG INC
-$9.4M
262,110
-70%
清仓
UBER
UBER TECHNOLOGIES INC
-$9.0M
0
-100%
减持
FTSL
FIRST TR EXCHANGE-TRADED FD
-$6.0M
67,728
-66%
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。
建仓
IUSB
ISHARES TR
+$5.4M
119,255
增持
SHYG
ISHARES TR
+$2.8M
220,378
+44%
增持
AAPL
APPLE INC
+$2.3M
71,877
+2%
清仓
—
GRAB HOLDINGS LIMITED
-$2.2M
0
-100%
减持
MSFT
MICROSOFT CORP
+$1.8M
37,477
-1%
增持
AMZN
AMAZON COM INC
+$1.8M
64,294
+0%
减持
ADBE
ADOBE SYSTEMS INCORPORATED
+$1.6M
15,793
-0%
减持
CMCSA
COMCAST CORP NEW
-$1.2M
48,208
-44%
清仓
TOTL
SSGA ACTIVE ETF TR
-$1.2M
0
-100%
清仓
KEY
KEYCORP
-$1.2M
0
-100%
减持
NVDA
NVIDIA CORPORATION
+$1.2M
8,557
-3%
减持
DHR
DANAHER CORPORATION
-$1.2M
12,799
-24%
增持
GOOGL
ALPHABET INC
+$1.2M
68,994
+1%
增持
FNDX
SCHWAB STRATEGIC TR
+$1.1M
45,412
+68%
减持
LYFT
LYFT INC
-$1.0M
218,558
-35%
增持
SCHX
SCHWAB STRATEGIC TR
+$997.2K
44,333
+62%
增持
QQQM
INVESCO EXCH TRADED FD TR II
+$966.1K
13,837
+61%
建仓
PKST
PEAKSTONE REALTY TRUST
+$956.5K
34,257
建仓
AMT
AMERICAN TOWER CORP NEW
+$853.7K
4,402
增持
SCHD
SCHWAB STRATEGIC TR
+$819.0K
32,521
+54%
建仓
C
CITIGROUP INC
+$818.3K
17,774
建仓
UNM
UNUM GROUP
+$816.5K
17,118
增持
FSCO
FS CREDIT OPPORTUNITIES CORP
+$814.5K
506,076
+41%
减持
FHN
FIRST HORIZON CORPORATION
-$777.6K
49,879
-34%
减持
CFG
CITIZENS FINL GROUP INC
-$715.5K
36,658
-33%
清仓
BKLN
INVESCO EXCH TRADED FD TR II
-$700.6K
0
-100%
建仓
GVI
ISHARES TR
+$694.6K
6,750
减持
HYEM
VANECK ETF TRUST
-$680.9K
86,415
-30%
减持
SPYM
SPDR SER TR
-$668.6K
4,519
-76%
建仓
NI
NISOURCE INC
+$637.3K
23,300
增持
JCPB
J P MORGAN EXCHANGE TRADED F
+$632.0K
51,344
+38%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$618.7K
9,480
-2%
增持
PWR
QUANTA SVCS INC
+$610.0K
16,327
+5%
减持
BAC
BANK AMERICA CORP
-$567.4K
9,703
-67%
清仓
BIL
SPDR SER TR
-$566.3K
0
-100%
减持
HCA
HCA HEALTHCARE INC
+$557.5K
16,286
-2%
建仓
WHR
WHIRLPOOL CORP
+$551.3K
3,705
增持
FE
FIRSTENERGY CORP
+$545.6K
32,805
+80%
增持
PH
PARKER-HANNIFIN CORP
+$537.4K
3,196
+51%
建仓
HPQ
HP INC
+$530.5K
17,273
增持
HYG
ISHARES TR
+$494.7K
147,078
+5%
增持
BUD
ANHEUSER BUSCH INBEV SA/NV
-$485.1K
64,448
+4%
减持
MA
MASTERCARD INCORPORATED
+$466.6K
16,411
-0%
减持
CSCO
CISCO SYS INC
-$450.4K
39,511
-17%
减持
JPM
JPMORGAN CHASE & CO
+$449.5K
32,626
-1%
清仓
SPDW
SPDR INDEX SHS FDS
-$445.2K
0
-100%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$437.4K
15,670
-1%
增持
TSLA
TESLA INC
+$416.1K
3,647
+40%
增持
EMB
ISHARES TR
+$398.3K
34,217
+15%
减持
GIS
GENERAL MLS INC
-$367.5K
13,392
-18%
增持
SPGI
S&P GLOBAL INC
+$341.1K
5,943
+0%
建仓
SSO
PROSHARES TR
+$330.9K
5,691
增持
—
LINDE PLC
+$321.8K
3,553
+22%
减持
MPC
MARATHON PETE CORP
-$298.9K
14,468
-2%
减持
EW
EDWARDS LIFESCIENCES CORP
+$289.5K
30,080
-2%
增持
BDX
BECTON DICKINSON & CO
+$282.4K
11,525
+3%
减持
MRK
MERCK & CO INC
-$281.0K
17,994
-19%
建仓
FNDE
SCHWAB STRATEGIC TR
+$279.9K
10,457
增持
IVV
ISHARES TR
+$279.8K
1,575
+53%
清仓
PINS
PINTEREST INC
-$265.6K
0
-100%
减持
TMUS
T-MOBILE US INC
-$265.2K
32,400
-2%
减持
WPC
WP CAREY INC
-$259.8K
17,681
-6%
减持
KO
COCA COLA CO
-$259.6K
22,796
-13%
减持
MCD
MCDONALDS CORP
+$249.2K
16,275
-1%
建仓
GLD
SPDR GOLD TR
+$246.4K
1,382
减持
IGSB
ISHARES TR
-$244.5K
16,507
-22%
建仓
NLY
ANNALY CAPITAL MANAGEMENT IN
+$240.4K
12,012
增持
GOOG
ALPHABET INC
+$239.7K
11,394
+4%
减持
V
VISA INC
+$236.6K
24,914
-1%
建仓
REM
ISHARES TR
+$234.1K
9,921
减持
WMT
WALMART INC
+$229.9K
24,907
-0%
增持
ITOT
ISHARES TR
+$229.3K
14,145
+11%
减持
COST
COSTCO WHSL CORP NEW
+$228.5K
7,658
-2%
增持
WMB
WILLIAMS COS INC
+$228.3K
72,642
+1%
增持
VOE
VANGUARD INDEX FDS
+$227.3K
10,126
+16%
增持
SCHM
SCHWAB STRATEGIC TR
+$225.8K
7,260
+70%
增持
IWS
ISHARES TR
+$224.3K
12,913
+15%
减持
CINF
CINCINNATI FINL CORP
-$223.9K
13,234
-2%
清仓
IEFA
ISHARES TR
-$223.7K
0
-100%
建仓
TYL
TYLER TECHNOLOGIES INC
+$223.6K
537
减持
EQIX
EQUINIX INC
+$220.8K
3,671
-0%
减持
NEE
NEXTERA ENERGY INC
-$220.5K
47,697
-2%
减持
HD
HOME DEPOT INC
+$220.3K
14,969
-0%
建仓
BILL
BILL HOLDINGS INC
+$219.9K
1,882
减持
CTAS
CINTAS CORP
+$218.4K
8,475
-2%
建仓
FNDA
SCHWAB STRATEGIC TR
+$216.6K
4,294
增持
—
ASML HOLDING N V
+$215.7K
4,759
+0%
增持
DIS
DISNEY WALT CO
-$212.7K
23,928
+2%
减持
PFE
PFIZER INC
-$205.6K
40,733
-2%
建仓
FMAT
FIDELITY COVINGTON TRUST
+$205.0K
4,393
建仓
META
META PLATFORMS INC
+$202.9K
707
减持
IRT
INDEPENDENCE RLTY TR INC
+$201.5K
190,336
-7%
增持
RSG
REPUBLIC SVCS INC
+$195.5K
10,630
+0%
减持
DUK
DUKE ENERGY CORP NEW
-$191.9K
16,632
-5%
减持
CME
CME GROUP INC
-$187.7K
13,158
-4%
增持
SE
SEA LTD
-$181.5K
10,752
+16%
减持
ETR
ENTERGY CORP NEW
-$174.8K
13,593
-2%
减持
ROP
ROPER TECHNOLOGIES INC
+$168.1K
6,872
-3%
减持
ODFL
OLD DOMINION FREIGHT LINE IN
+$168.1K
5,896
-0%
减持
AEP
AMERICAN ELEC PWR CO INC
-$167.3K
20,475
-1%
清仓
NWL
NEWELL BRANDS INC
-$165.3K
0
-100%
减持
VOO
VANGUARD INDEX FDS
-$162.0K
630
-43%
减持
NOC
NORTHROP GRUMMAN CORP
-$156.7K
5,955
-4%
减持
PANW
PALO ALTO NETWORKS INC
+$156.3K
3,375
-5%
增持
ULST
SSGA ACTIVE ETF TR
+$154.0K
11,419
+50%
增持
CCI
CROWN CASTLE INC
-$151.8K
8,288
+1%
减持
VB
VANGUARD INDEX FDS
-$150.0K
2,129
-30%
增持
AXP
AMERICAN EXPRESS CO
+$143.6K
7,608
+6%
减持
PFG
PRINCIPAL FINANCIAL GROUP IN
-$140.8K
15,804
-12%
增持
ABBV
ABBVIE INC
-$136.3K
6,254
+2%
减持
SNPS
SYNOPSYS INC
+$135.9K
4,792
-5%
增持
—
ACCENTURE PLC IRELAND
+$131.0K
5,741
+0%
减持
LMT
LOCKHEED MARTIN CORP
-$127.6K
5,013
-3%
减持
SRLN
SSGA ACTIVE ETF TR
-$126.7K
85,571
-4%
减持
ES
EVERSOURCE ENERGY
-$123.7K
15,878
-1%
建仓
AGNC
AGNC INVT CORP
+$122.6K
12,100
增持
UNH
UNITEDHEALTH GROUP INC
+$121.4K
12,572
+0%
减持
—
NXP SEMICONDUCTORS N V
+$121.4K
11,329
-4%
增持
SBUX
STARBUCKS CORP
-$120.5K
24,082
+0%
增持
SPY
SPDR S&P 500 ETF TR
+$117.8K
1,287
+16%
增持
F
FORD MTR CO DEL
+$117.4K
42,821
+2%
减持
PAYX
PAYCHEX INC
-$116.0K
5,773
-13%
增持
—
CHUBB LIMITED
+$110.3K
3,602
+20%
减持
TJX
TJX COS INC NEW
+$108.3K
17,641
-0%
增持
IP
INTERNATIONAL PAPER CO
-$105.6K
40,645
+5%
增持
T
AT&T INC
-$105.1K
57,290
+8%
增持
USB
US BANCORP DEL
+$104.9K
27,883
+23%
减持
AWK
AMERICAN WTR WKS CO INC NEW
-$100.0K
21,602
-1%
增持
VGSH
VANGUARD SCOTTSDALE FDS
+$99.1K
7,665
+31%
减持
TTD
THE TRADE DESK INC
+$85.5K
5,366
-1%
减持
SPEM
SPDR INDEX SHS FDS
-$83.5K
7,103
-26%
减持
ZTS
ZOETIS INC
+$82.0K
14,376
-0%
减持
CION
CION INVT CORP
+$78.4K
192,050
-1%
减持
NOW
SERVICENOW INC
+$78.1K
832
-1%
增持
XIFR
NEXTERA ENERGY PARTNERS LP
+$74.9K
10,487
+18%
减持
TGT
TARGET CORP
-$74.9K
1,925
-3%
增持
MRNA
MODERNA INC
-$74.8K
3,188
+6%
减持
MET
METLIFE INC
-$74.5K
24,191
-3%
增持
HYD
VANECK ETF TRUST
+$72.8K
42,997
+4%
减持
VZ
VERIZON COMMUNICATIONS INC
-$72.3K
37,937
-1%
减持
EOG
EOG RES INC
-$72.0K
29,733
-2%
减持
FSK
FS KKR CAP CORP
+$71.2K
140,377
-1%
减持
—
EATON CORP PLC
+$64.5K
2,576
-3%
增持
VRTX
VERTEX PHARMACEUTICALS INC
+$62.7K
1,446
+2%
减持
ORCL
ORACLE CORP
+$61.0K
2,528
-2%
减持
—
AON PLC
+$60.3K
2,174
-1%
减持
JNJ
JOHNSON & JOHNSON
+$59.8K
6,717
-1%
