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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
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 150 项
建仓 104
增持 13
减持 33
方向
标的
Δ市值
现股数(环比)
减持
QQQ
INVESCO QQQ TRUST SERIES I
-$6.1M
13,255
-45%
建仓
VCRB
VANGUARD CORE
+$5.5M
70,424
建仓
GARP
ISHARES MSCI USA QUALITY GARP
+$5.2M
102,656
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
NVDA
NVIDIA CORPORATION
-$4.6M
153,580
-3%
减持
BNDC
FLEX CORE SELECT CORE SELECT
-$4.4M
164,774
-55%
增持
ESGD
ISHARES ESG AWARE MSCI EAFE
+$3.3M
364,219
+5%
减持
AAPL
APPLE INC
-$2.5M
73,273
-2%
减持
ESG
FLEX STOXX US ESG SELECT INDEX
-$2.1M
67,373
-17%
增持
HYGV
FLEX HIGH YIELD VALUE-SCORED INDEX
+$2.0M
102,620
+97%
减持
MSFT
MICROSOFT CORP
-$1.6M
33,428
-1%
减持
HYXF
ISHARES ESG ADVANCED HIGH YIELD CO
-$1.5M
60,739
-34%
增持
ESGV
VANGUARD ESG U.S. STOCK
-$1.4M
254,139
+1%
减持
IJR
ISHARES CORE S&P SMALL CAP
-$944.0K
28,133
-17%
增持
EFIV
SPDR S&P 500 ESG
+$869.0K
244,837
+13%
减持
NUMG
NUVEEN ESG MID-CAP GROWTH
-$821.0K
15,748
-50%
增持
EAGG
ISHARES ESG AWARE US AGGREGATE
+$737.0K
377,333
+2%
减持
NUBD
NUVEEN ESG U.S. AGGREGATE
-$685.0K
110,776
-23%
增持
SPYV
SPDR PORTFOLIO S&P 500 VALUE
+$618.0K
140,563
+10%
减持
AGG
ISHARES CORE U.S. AGGREGATE
-$565.0K
13,560
-31%
减持
VTEB
VANGUARD TAX-EXEMPT
-$370.0K
14,294
-34%
增持
GLD
SPDR GOLD SHARES
+$328.0K
6,766
+1%
减持
RSG
REPUBLIC SVCS INC
+$303.0K
7,793
-1%
减持
IVV
ISHARES CORE S&P 500
-$297.0K
9,384
-1%
减持
VUG
VANGUARD GROWTH
-$282.0K
5,720
-2%
减持
SUSA
ISHARES MSCI USA ESG SELECT
-$239.0K
32,984
-0%
建仓
T
AT&T INC
+$230.0K
8,140
减持
FVD
FIRST TRUST VALUE LINE DIV INDEX
-$225.0K
48,001
-11%
建仓
IBM
INTL BUSINESS MACHS
+$216.0K
870
建仓
DE
DEERE & CO
+$215.0K
460
建仓
FTNT
FORTINET INC
+$192.0K
2,000
建仓
XYL
XYLEM INC
+$191.0K
1,600
建仓
JGLO
JPMORGAN GLOBAL SELECT EQUITY GLOB
+$189.0K
3,216
建仓
BDX
BECTON DICKINSON & CO
+$183.0K
800
建仓
VMBS
VANGUARD MORTGAGE-BACKED SECURITIE
+$182.0K
3,946
建仓
JAVA
JPMORGAN ACTIVE VALUE
+$181.0K
2,861
建仓
DSI
ISHARES ESG MSCI KLD 400
+$179.0K
1,750
建仓
JPM
JPMORGAN CHASE & CO.
+$173.0K
709
建仓
EMR
EMERSON ELEC CO
+$171.0K
1,560
建仓
VHT
VANGUARD HEALTH CARE
+$170.0K
643
建仓
BA
BOEING CO
+$169.0K
994
建仓
MINT
PIMCO ENHANCED SHORT MATURITY ACTI
+$167.0K
1,667
建仓
BBIN
JPMORGAN BETA BLD INTL EQUITY
+$161.0K
2,627
建仓
—
ACCENTURE PLC IRELAND SHS CLASS A
+$156.0K
500
建仓
CNI
CANADIAN NATL RY CO
+$155.0K
1,595
建仓
LLY
ELI LILLY & CO
+$154.0K
187
建仓
—
CHECK POINT SOFTWARE TECH LTD ORD
+$148.0K
653
建仓
MRK
MERCK & CO INC
+$144.0K
1,600
建仓
PIO
INVESCO GLOBAL WATER
+$143.0K
3,566
建仓
QCOM
QUALCOMM INC
+$141.0K
920
减持
IXUS
ISHARES CORE MSCI TOTAL INTL STOCK
+$140.0K
42,900
-1%
建仓
SYK
STRYKER CORPORATION
+$139.0K
376
建仓
JIRE
JPMORGAN INTL RESEARCH ENHANCED EQ
+$137.0K
2,164
建仓
JGRO
JPMORGAN ACTIVE GROWTH
+$134.0K
1,828
建仓
AVGO
BROADCOM INC
+$134.0K
805
建仓
USRT
ISHARES CORE U.S. REIT
+$134.0K
2,328
建仓
KO
COCA COLA CO
+$134.0K
1,860
减持
FSLR
FIRST SOLAR INC
-$130.0K
2,591
-0%
建仓
NACP
TIDAL TRUST III NAACP MINORITY EMP
+$129.0K
3,262
建仓
SHYG
ISHARES 0-5 YEAR HIGH YIELD CORP
+$127.0K
2,993
减持
TGT
TARGET CORP
-$127.0K
1,506
-28%
减持
V
VISA INC CL A
+$126.0K
4,891
-3%
建仓
WOMN
TIDAL TRUST III YWCA WOMENS EMPOWE
+$125.0K
3,275
建仓
MU
MICRON TECHNOLOGY INC
+$124.0K
1,431
建仓
ATO
ATMOS ENERGY CORP
+$123.0K
800
建仓
MCK
MCKESSON CORP
+$122.0K
182
建仓
CVX
CHEVRON CORP NEW
+$119.0K
712
建仓
TM
TOYOTA MOTOR CORP ADS
+$116.0K
658
增持
VOO
VANGUARD S&P 500
-$115.0K
4,777
+0%
建仓
WY
WEYERHAEUSER CO MTN BE NEW
+$115.0K
3,943
增持
SPY
SPDR S&P 500 TRUST
-$114.0K
4,277
+0%
减持
LOW
LOWES COS INC
-$111.0K
6,860
-1%
建仓
AXON
AXON ENTERPRISE INC
+$110.0K
211
建仓
IWM
ISHARES RUSSELL 2000
+$110.0K
556
建仓
PCAR
PACCAR INC
+$110.0K
1,135
建仓
IBB
ISHARES BIOTECHNOLOGY
+$109.0K
854
建仓
DIS
DISNEY WALT CO
+$109.0K
1,107
建仓
SPLV
INVESCO S&P 500 LOW VOL
+$107.0K
1,433
建仓
BMY
BRISTOL-MYERS SQUIBB CO
+$107.0K
1,762
建仓
ABT
ABBOTT LABS
+$107.0K
808
建仓
SPSM
SPDR PORTFOLIO S&P 600 SMALL CAP
+$104.0K
2,566
建仓
WMT
WALMART INC
+$103.0K
1,176
建仓
TMFG
MOTLEY FOOL GLOBAL OPPORTUNITIES
+$103.0K
3,730
建仓
USB
US BANCORP DEL NEW
+$102.0K
2,400
建仓
GEV
GE VERNOVA INC
+$101.0K
334
建仓
HYMB
SPDR NUVEEN BLOOMBERG HIGH YIELD M
+$101.0K
4,018
建仓
USMV
ISHARES MSCI USA MIN VOL FACTOR
+$100.0K
1,072
建仓
MCD
MCDONALDS CORP
+$100.0K
322
建仓
WSM
WILLIAMS SONOMA INC
+$98.0K
624
建仓
PYPL
PAYPAL HLDGS INC
+$97.0K
1,495
建仓
PMO
PUTNAM MUN OPPORTUNITIES TR SH BEN
+$96.0K
9,440
建仓
ORCL
ORACLE CORP
+$95.0K
680
建仓
SHOP
SHOPIFY INC CL A SUB VTG SHS
+$94.0K
987
减持
HD
HOME DEPOT INC
-$93.0K
3,371
-1%
建仓
EMB
ISHARES JP MORGAN USD EMERGING MKT
+$92.0K
1,025
增持
COST
COSTCO WHSL CORP NEW
+$88.0K
2,948
+0%
减持
UNH
UNITEDHEALTH GROUP INC
-$87.0K
2,394
-10%
建仓
MUFG
MITSUBISHI UFJ FINL GROUP INC SPNS
+$87.0K
6,451
建仓
NKE
NIKE INC CL B
+$86.0K
1,350
建仓
QDF
FLEX QUALITY DIV INDEX
+$84.0K
1,238
建仓
VT
VANGUARD TOTAL WORLD STOCK
+$83.0K
723
建仓
SAP
SAP SE SPON ADR
+$80.0K
300
建仓
NVG
NUVEEN AMT FREE MUN CR INC FD
+$78.0K
6,338
建仓
ACM
AECOM
+$77.0K
836
增持
VEA
VANGUARD FTSE DEVELOPED MKTS
+$77.0K
20,871
+1%
建仓
EXPE
EXPEDIA GROUP INC NEW
+$77.0K
462
建仓
BINC
ISHARES FLEXIBLE INCOME ACTIVE
+$77.0K
1,480
建仓
NRK
NUVEEN NEW YORK AMT QLT MUNICP
+$76.0K
7,421
建仓
HCA
HCA HEALTHCARE INC
+$76.0K
222
建仓
NULG
NUVEEN ESG LARGE-CAP GROWTH
+$75.0K
964
建仓
ADP
AUTOMATIC DATA PROCESSING INC
+$75.0K
247
减持
VSGX
VANGUARD ESG INTL STOCK
+$74.0K
35,191
-0%
减持
TTEK
TETRA TECH INC NEW
-$74.0K
6,031
-4%
建仓
NOC
NORTHROP GRUMMAN CORP
+$73.0K
143
建仓
CLX
CLOROX CO DEL
+$72.0K
495
减持
CMCSA
COMCAST CORP NEW CL A
-$72.0K
3,667
-34%
增持
VUSB
VANGUARD ULTRA-SHORT
+$72.0K
6,065
+30%
建仓
EBAY
EBAY INC.
+$71.0K
1,050
建仓
OWNS
IMPACT SHS TR I AFFORDABLE HOUS
+$70.0K
4,048
建仓
SBUX
STARBUCKS CORP
+$70.0K
720
建仓
ETSY
ETSY INC
+$70.0K
1,500
建仓
IGSB
ISHARES 1-5 YEAR INVESTMENT GRADE
+$68.0K
1,313
减持
VXUS
VANGUARD TOTAL INTL STOCK
+$68.0K
33,462
-2%
减持
WM
WASTE MGMT INC DEL
+$66.0K
4,229
-7%
减持
VB
VANGUARD SMALL-CAP
-$65.0K
2,780
-2%
建仓
JEMA
JPMORGAN ACTIVEBUILDERS EMERGING M
+$64.0K
1,675
减持
SPGI
S&P GLOBAL INC
-$63.0K
749
-16%
建仓
MMM
3M CO
+$63.0K
435
增持
BBUS
JPMORGAN BETA BLD U.S. EQUITY
+$62.0K
9,237
+13%
建仓
BNDX
VANGUARD TOTAL INTL
+$61.0K
1,252
建仓
RTX
RTX CORPORATION
+$60.0K
455
建仓
META
META PLATFORMS INC CL A
+$59.0K
103
建仓
PAYX
PAYCHEX INC
+$59.0K
388
建仓
BABA
ALIBABA GROUP HLDG LTD SPNSD ADS
+$59.0K
450
建仓
RAVI
FLEX ULTRA-SHORT INCOME
+$59.0K
783
建仓
CMF
ISHARES CALIFORNIA MUNI
+$58.0K
1,040
建仓
CRAI
CRA INTL INC
+$57.0K
332
建仓
NVO
NOVO-NORDISK A S ADR
+$57.0K
810
建仓
SCHY
SCHWAB INTL DIV EQUITY
+$56.0K
2,234
建仓
NRIM
NORTHRIM BANCORP INC
+$55.0K
763
建仓
ING
ING GROEP N.V. SPNSD ADR
+$55.0K
2,845
建仓
CBZ
CBIZ INC
+$55.0K
727
建仓
IAGG
ISHARES CORE INTL AGGREGATE
+$55.0K
1,109
建仓
CTAS
CINTAS CORP
+$55.0K
272
建仓
BLV
VANGUARD LONG-TERM
+$55.0K
785
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$54.0K
2,005
-1%
减持
GOVT
ISHARES U.S. TREASURY
-$54.0K
155,854
-2%
建仓
FALN
ISHARES FALLEN ANGELS USD
+$53.0K
2,015
建仓
TAN
INVESCO SOLAR
+$53.0K
1,759
建仓
TRGP
TARGA RES CORP
+$52.0K
260
建仓
IWN
ISHARES RUSSELL 2000 VALUE
+$52.0K
346
