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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
24Q2 调仓
2024-03-31 → 2024-06-30 · 共 102 项
建仓 66
增持 12
减持 21
清仓 3
方向
标的
Δ市值
现股数(环比)
增持
NVDA
NVIDIA CORPORATION
+$4.3M
162,555
+833%
减持
AAPL
APPLE INC
+$2.0M
76,338
-1%
建仓
RSG
REPUBLIC SVCS INC
+$1.6M
8,121
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
LOW
LOWES COS INC
+$1.6M
7,109
建仓
BRK/B
BERKSHIRE HATHAWAY INC DEL CL B NEW
+$1.5M
3,791
建仓
UNH
UNITEDHEALTH GROUP INC
+$1.5M
3,021
增持
ESGV
VANGUARD ESG US STOCK
+$1.5M
258,213
+1%
建仓
GLD
SPDR GOLD SHARES
+$1.4M
6,697
建仓
V
VISA INC CL A
+$1.4M
5,381
建仓
MDY
SPDR SANDP MIDCAP 400 TRUST
+$1.3M
2,500
建仓
NFLX
NETFLIX INC
+$1.3M
1,957
建仓
UNP
UNION PAC CORP
+$1.3M
5,800
建仓
HD
HOME DEPOT INC
+$1.2M
3,508
减持
MSFT
MICROSOFT CORP
+$1.2M
33,835
-0%
建仓
TMO
THERMO FISHER SCIENTIFIC INC
+$1.1M
2,033
建仓
FICO
FAIR ISAAC CORP
+$1.1M
750
增持
EFIV
SPDR SANDP 500 ESG
+$1.1M
177,184
+7%
增持
QQQ
INVESCO QQQ TRUST SERIES I
+$1.1M
26,212
+0%
建仓
IYW
ISHARES U.S. TECHNOLOGY
+$1.0M
6,667
建仓
WM
WASTE MGMT INC DEL
+$979.0K
4,590
建仓
VTV
VANGUARD VALUE
+$887.0K
5,495
建仓
AMZN
AMAZON INC
+$858.0K
4,440
增持
EAGG
ISHARES ESG AWARE US AGGREGATE BOND
+$755.0K
328,686
+4%
建仓
FSLR
FIRST SOLAR INC
+$684.0K
3,036
建仓
BBUS
JPMORGAN BETABUILDERS U.S. EQUITY
+$672.0K
6,858
建仓
—
EXXON MOBIL CORP
+$667.0K
5,800
建仓
VIG
VANGUARD DIVIDEND APPRECIATION
+$642.0K
3,501
建仓
VB
VANGUARD SMALL CAP
+$627.0K
2,868
建仓
QUAL
ISHARES MSCI USA QUALITY FACTOR
+$585.0K
3,427
建仓
GOOG
ALPHABET INC CAP STK CL C
+$579.0K
3,160
建仓
AMAT
APPLIED MATLS INC
+$542.0K
2,300
建仓
PG
PROCTER AND GAMBLE CO
+$523.0K
3,176
建仓
URI
UNITED RENTALS INC
+$517.0K
800
建仓
IWF
ISHARES RUSSELL 1000 GROWTH
+$512.0K
1,405
建仓
HYG
ISHARES IBOXX HIGH YIELD CORP BOND
+$487.0K
6,317
建仓
VO
VANGUARD MID CAP
+$480.0K
1,979
建仓
HDV
ISHARES CORE HIGH DIVIDEND
+$469.0K
4,322
建仓
ZBH
ZIMMER BIOMET HOLDINGS INC
+$408.0K
3,755
建仓
IEFA
ISHARES CORE MSCI EAFE
+$401.0K
5,528
建仓
D
DOMINION ENERGY INC
+$363.0K
7,417
建仓
KMPR
KEMPER CORP
+$360.0K
6,084
建仓
CW
CURTISS WRIGHT CORP
+$356.0K
1,316
建仓
SPGI
SANDP GLOBAL INC
+$356.0K
800
建仓
VYM
VANGUARD HIGH DIVIDEND YIELD INDEX
+$350.0K
2,955
建仓
GOOGL
ALPHABET INC CAP STK CL A
+$346.0K
1,900
清仓
NAN
NUVEEN NEW YORK QLT MUN INC FD
-$345.0K
0
-100%
建仓
EFA
ISHARES MSCI EAFE
+$336.0K
4,297
建仓
BIV
VANGUARD INTERMEDIATE TERM BOND
+$334.0K
4,473
建仓
VZ
VERIZONMUNICATIONS INC
+$326.0K
7,924
建仓
ADBE
ADOBE INC
+$323.0K
583
建仓
VEU
VANGUARD FTSE ALL WORLD EX US INDEX
+$319.0K
5,454
建仓
AMGN
AMGEN INC
+$316.0K
1,012
减持
ESG
FLEXSHARES STOXX US ESG SELECT INDEX
+$308.0K
82,562
-0%
建仓
VNQ
VANGUARD REAL ESTATE
+$301.0K
3,551
建仓
TGT
TARGET CORP
+$301.0K
2,036
建仓
JNJ
JOHNSON AND JOHNSON
+$286.0K
1,957
建仓
IWB
ISHARES RUSSELL 1000
+$282.0K
951
建仓
TDY
TELEDYNE TECHNOLOGIES INC
+$264.0K
681
建仓
TAN
INVESCO SOLAR
+$262.0K
6,536
建仓
HEZU
ISHARES CURRENCY HEDGED MSCI EUROZONE
+$261.0K
7,196
建仓
TTEK
TETRA TECH INC NEW
+$256.0K
1,256
建仓
CMG
CHIPOTLE MEXICAN GRILL INC
+$250.0K
4,000
减持
COST
COSTCO WHSL CORP NEW
+$250.0K
2,905
-0%
建仓
CL
COLGATE PALMOLIVE CO
+$245.0K
2,525
建仓
CSCO
CISCO SYS INC
+$242.0K
5,100
建仓
BBIN
JPMORGAN BETABUILDERS INTL EQUITY
+$240.0K
4,071
建仓
PFF
ISHARES PREFERRED AND INCOME SECURITIES
+$236.0K
7,498
建仓
VWO
VANGUARD FTSE EMERGING MARKETS
+$232.0K
5,323
减持
IVV
ISHARES CORE SANDP 500
+$231.0K
9,525
-1%
增持
BNDC
FLEXSHARES CORE SELECT BOND CORE BOND
+$229.0K
371,571
+2%
建仓
TMUS
T MOBILE US INC
+$228.0K
1,299
建仓
VTI
VANGUARD TOTAL STOCK MARKET
+$225.0K
841
建仓
VUSB
VANGUARD ULTRA SHORT BOND
+$222.0K
4,501
建仓
XYL
XYLEM INC
+$217.0K
1,600
建仓
CMCSA
COMCAST CORP NEW CL A
+$216.0K
5,533
建仓
GE
GE AEROSPACE NEW
+$212.0K
1,337
建仓
BSV
VANGUARD SHORT TERM BOND
+$209.0K
2,728
建仓
CRM
SALESFORCE INC
+$209.0K
816
减持
VUG
VANGUARD GROWTH
+$197.0K
6,234
-0%
增持
GOVT
ISHARES U.S. TREASURY BOND
+$189.0K
130,906
+6%
增持
HYXF
ISHARES ESG ADVANCED HIGH YIELD CORP
+$129.0K
81,390
+4%
减持
VOO
VANGUARD SANDP 500
+$123.0K
4,724
-0%
清仓
PMO
PUTNAM MUN OPPTNS TR SH BEN INT
-$103.0K
0
-100%
增持
ESGD
ISHARES ESG AWARE MSCI EAFE
+$78.0K
325,311
+2%
增持
SPYV
SPDR PORTFOLIO SANDP 500 VALUE
+$74.0K
136,415
+1%
减持
SPY
SPDR SANDP 500 TRUST
-$73.0K
4,169
-8%
减持
IJR
ISHARES CORE SANDP SMALL CAP
-$59.0K
35,746
-0%
减持
FVD
FIRST TRUST VALUE LINE DIVIDEND INDEX
-$55.0K
55,048
-0%
减持
VEA
VANGUARD FTSE DEVELOPED MARKETS
-$54.0K
19,709
-4%
清仓
LYG
LLOYDS BANKING GROUP PLC ADR
-$39.0K
0
-100%
增持
HYGV
FLEXSHARES HIGH YIELD VALUE SCORED BOND
+$38.0K
55,327
+2%
减持
IXUS
ISHARES CORE MSCI TOTAL INTL STOCK
-$29.0K
44,198
-0%
减持
NUBD
NUVEEN ESG US AGGREGATE BOND
+$26.0K
145,319
-0%
减持
VXUS
VANGUARD TOTAL INTL STOCK
-$25.0K
35,071
-1%
减持
SUSA
ISHARES MSCI USA ESG SELECT
+$24.0K
33,792
-4%
增持
NUMG
NUVEEN ESG MID CAP GROWTH
-$22.0K
32,046
+1%
减持
MUB
ISHARES NATIONAL MUNI BOND
-$21.0K
11,299
-1%
减持
IJH
ISHARES CORE SANDP MID CAP
-$15.0K
10,776
-1%
减持
AGG
ISHARES CORE U.S. AGGREGATE BOND
+$7.0K
20,732
-0%
减持
VSGX
VANGUARD ESG INTL STOCK
-$4.0K
35,447
-0%
减持
VGIT
VANGUARD INTERMEDIATE TERM TREASURY
+$3.0K
12,161
-1%
减持
NUHY
NUVEEN ESG HIGH YIELD CORP BOND
-$2.0K
32,673
-0%
