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Financial Network Wealth Management LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Financial Network Wealth Management LLC
报告期 2026-03-31 · CIK 0001840760
持仓数
116
前50大市值合计
$290.0M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
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 73 项
建仓 9
增持 16
减持 43
清仓 5
方向
标的
Δ市值
现股数(环比)
减持
NVDA
NVIDIA CORPORATION
+$3.3M
18,740
-5%
增持
ESGV
VANGUARD ESG U.S. STOCK
+$3.1M
232,059
+6%
增持
QQQ
INVESCO QQQ TRUST SERIES I
+$2.7M
29,928
+10%
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
AAPL
APPLE INC
+$1.9M
77,624
-4%
增持
ESG
FLEXSHARES TRUST FLEX SELECT INDEX
+$1.9M
89,337
+10%
增持
IVV
ISHARES CORE SANDP 500
+$1.8M
25,631
+6%
减持
MSFT
MICROSOFT CORP
+$1.7M
36,746
-2%
清仓
RAVI
FLEXSHARES TR
-$1.6M
0
-100%
减持
GOVT
ISHARES U.S. TREASURY BOND
-$1.6M
111,303
-37%
减持
IJR
ISHARES CORE SANDP SMALL CAP
-$1.6M
36,999
-34%
增持
BNDC
FLEXSHARES CORE SELECT BOND
+$1.5M
386,604
+25%
减持
ESGD
ISHARES ESG AWARE MSCI EAFE
-$1.4M
144,851
-15%
减持
NUMG
NUVEEN ESG MID CAP GROWTH
-$1.3M
27,783
-56%
增持
FVD
FIRST TRUST VALUE LINE DIVIDEND INDEX
+$793.8K
210,769
+8%
增持
EAGG
ISHARES ESG AWARE US AGGREGATE BOND
+$576.5K
215,404
+8%
建仓
EXR
EXTRA SPACE STORAGE INC
+$332.0K
2,361
清仓
QCOM
QUALCOMM INC
-$328.6K
0
-100%
建仓
ADBE
ADOBE SYSTEMS CORP
+$259.0K
491
建仓
TSLA
TESLA INC
+$254.0K
955
建仓
GOOGL
ALPHABET INC CAP STK CL A
+$251.0K
1,900
减持
SPY
SPDR SANDP 500 TRUST
+$235.9K
5,153
-0%
清仓
IAGG
ISHARES TR
-$228.3K
0
-100%
清仓
ACM
AECOM
-$227.7K
0
-100%
建仓
BDX
BECTON DICKINSON AND CO
+$224.0K
800
建仓
VTI
VANGUARD TOTAL STOCK MARKET
+$223.0K
981
建仓
TTEK
TETRA TECH INC NEW
+$221.0K
1,300
清仓
—
LIFE STORAGE INC
-$214.3K
0
-100%
建仓
BIL
SPDR BLOOMBERG 1 3 MONTH T BILL
+$206.0K
2,247
建仓
FRT
FEDERAL RLTY INVT TR
+$201.0K
2,000
减持
LOW
LOWES COS INC
+$195.2K
7,289
-4%
增持
VTEB
VANGUARD TAX EXEMPT BOND
+$178.7K
16,939
+28%
减持
SUSA
ISHARES MSCI USA ESG SELECT
+$178.4K
27,383
-3%
减持
HYXF
ISHARES ESG ADV HIGH YIELD CORP BOND
-$177.4K
63,619
-6%
增持
IJH
ISHARES CORE SANDP MID CAP
+$177.2K
4,783
+7%
减持
VUG
VANGUARD GROWTH
+$135.2K
6,169
-8%
减持
AGG
ISHARES CORE U.S. AGGREGATE BOND
-$123.2K
22,540
-3%
减持
VSGX
VANGUARD ESG INTERNATIONAL STOCK
+$95.2K
36,191
-0%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$92.9K
2,132
-5%
减持
WM
WASTE MGMT INC DEL
-$91.5K
4,975
-10%
减持
VB
VANGUARD SMALL CAP
-$87.9K
2,845
-20%
减持
—
ETHO CLIMATE LEADERSHIP U.S.
-$80.8K
3,981
-30%
减持
VUSB
VANGUARD ULTRA SHORT BOND
-$80.5K
7,395
-18%
减持
TGT
TARGET CORP
-$79.8K
2,048
-5%
增持
HYGV
FLEXSHARES HIGH YIELD VALUE
+$78.8K
56,317
+4%
减持
AMZN
AMAZON INC
-$75.5K
4,540
-31%
减持
VZ
VERIZON MUNICATIONS INC
-$74.8K
7,197
-12%
增持
VEA
VANGUARD FTSE DEVELOPED MARKETS
+$66.8K
23,665
+1%
减持
VOO
VANGUARD SANDP 500
-$64.7K
1,504
-19%
减持
GLD
SPDR GOLD SHARES
-$64.7K
6,700
-4%
减持
IXUS
ISHARES CORE MSCI TOTAL INTL STOCK
+$64.0K
158,634
-4%
增持
NUBD
NUVEEN ESG 1 5 YEAR U.S. AGG
-$59.7K
167,889
+1%
减持
IEMG
ISHARES CORE MSCI EMERGING MARKETS
+$57.4K
19,292
-1%
减持
IEFA
ISHARES CORE MSCI EAFE
+$57.1K
41,489
-2%
增持
USRT
ISHARES CORE U.S. REIT
+$53.2K
6,976
+12%
减持
VIG
VANGUARD DIVIDEND APPRECIATION
-$49.0K
3,408
-15%
增持
VO
VANGUARD MID CAP
+$40.8K
2,408
+1%
减持
VGIT
VANGUARD INTERMEDIATE TERM TREASURY
-$35.5K
18,580
-1%
减持
HD
HOME DEPOT INC
-$32.6K
3,508
-13%
减持
VXUS
VANGUARD TOTAL INTERNATIONAL STOCK
-$27.7K
35,413
-6%
增持
FSLR
FIRST SOLAR INC
-$25.3K
3,610
+1%
减持
ZBH
ZIMMER BIOMET HOLDINGS INC
+$25.3K
3,853
-3%
减持
MUB
ISHARES NATIONAL MUNI BOND
-$22.4K
13,927
-0%
减持
HYG
ISHARES IBOXX $ HIGH YIELD CORP BOND
-$17.6K
6,699
-3%
减持
VWO
VANGUARD FTSE EMERGING MARKETS
-$17.4K
8,077
-10%
减持
CSCO
CISCO SYS INC
-$17.1K
6,149
-5%
减持
IWM
ISHARES RUSSELL 2000
+$16.3K
1,207
-2%
减持
COST
COSTCO WHSL CORP NEW
+$11.9K
2,938
-11%
减持
AMGN
AMGEN INC
-$11.2K
1,012
-2%
减持
V
VISA INC CL A
+$5.1K
5,452
-4%
减持
BA
BOEING CO
-$4.9K
849
-13%
增持
ISTB
ISHARES CORE 1 5 YEAR USD BOND
+$4.7K
4,685
+4%
减持
JNJ
JOHNSON AND JOHNSON
-$3.7K
1,819
-12%
减持
VNQ
VANGUARD REAL ESTATE
+$2.7K
4,331
-1%