Financial Avengers, Inc.

报告期 2026-03-31 · CIK 0001844393

持仓数

151

前50大市值合计

$217.3M

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

24Q3 调仓2024-06-30 → 2024-09-30 · 共 117 项建仓 24增持 71减持 20清仓 2

方向

标的

Δ市值

现股数(环比)

减持

GOOGL ALPHABET INC CLASS A

-$16.5M

8,240 -92%

建仓

GOOG ALPHABET INC CLASS C

+$14.9M

89,337

建仓

AXP AMERICAN EXPRESS CO

+$11.9M

43,816

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

BRK/B BERKSHIRE HATHAWAY CLASS B

+$1.8M

38,384 -1%

减持

SCHW CHARLES SCHWAB CORP

-$1.5M

167,934 -0%

减持

NVDA NVIDIA CORP

-$1.2M

206,503 -3%

增持

SBUX STARBUCKS CORP

+$1.1M

41,761 +10%

减持

F FORD MTR CO DEL

-$1.1M

476,550 -1%

减持

AMZN AMAZON.COM INC

-$1.0M

127,714 -1%

减持

INTC INTEL CORP

-$951.6K

114,692 -2%

增持

JNJ JOHNSON & JOHNSON

+$877.7K

43,472 +3%

增持

SHOP SHOPIFY INC FCLASS A

+$773.3K

43,560 +6%

增持

VZ VERIZON COMMUNICATIONS I

+$456.7K

69,076 +8%

增持

KVUE KENVUE INC

+$344.5K

46,530 +16%

增持

PG PROCTER & GAMBLE CO

+$317.4K

37,383 +0%

增持

PFE PFIZER INC

+$294.5K

27,942 +52%

减持

LLY ELI LILLY AND CO

-$200.2K

1,497 -11%

增持

USIG ISHARES BRD USD INV GRD CORP BD ETF

+$194.2K

19,716 +18%

增持

AMD ADVANCED MICRO DEVICE IN

+$191.6K

5,669 +25%

增持

BND VANGUARD TOTAL BOND MARKET ETF

+$183.3K

13,708 +17%

增持

MSFT MICROSOFT CORP

-$174.7K

15,667 +1%

建仓

MMM 3M CO

+$131.8K

964

增持

META META PLATFORMS INC CLASS A

+$127.8K

1,017 +13%

增持

CSCO CISCO SYS INC

+$79.1K

3,001 +77%

增持

— BERKSHIRE HATHWAY A CLASS A

+$78.9K

100 +9900%

建仓

FSLR FIRST SOLAR INC

+$76.8K

308

减持

BAC BANK OF AMERICA CORP

-$62.5K

220,283 -0%

增持

DIS DISNEY WALT CO

+$59.7K

49,665 +5%

增持

TAK TAKEDA PHARMACEUTICAL FSPONSORED ADR 1 ADR REPS 0.5 ORD SHS

+$51.4K

6,211 +117%

增持

RYCEY ROLLS-ROYCE HOLDINGS P FSPONSORED ADR 1 ADR REPS 1 ORD SHS

+$42.9K

21,500 +13%

增持

UNH UNITEDHEALTH GROUP INC

+$37.3K

423 +2%

增持

ADP AUTOMATIC DATA PROCESSIN

+$36.0K

913 +1%

增持

ADBE ADOBE INC

-$31.1K

5,679 +6%

建仓

IYG ISHARES US FINANCIAL SERETF

+$28.4K

400

增持

T AT&T INC

+$28.1K

6,814 +7%

增持

GLW CORNING INC

+$27.7K

1,278 +65%

增持

COST COSTCO WHSL CORP NEW

+$27.5K

301 +7%

增持

IBM IBM CORP

+$26.7K

538 +1%

建仓

NEAR BLACKROCK SHORT DURATN BND ETF

+$25.6K

500

建仓

AHR AMERICAN HEALTHCARE REITREIT

+$24.2K

926

增持

GE GE AEROSPACE

+$24.1K

808 +0%

增持

HD HOME DEPOT INC

+$21.5K

341 +1%

增持

GEV GE VERNOVA INC

+$21.3K

218 +9%

增持

GILD GILEAD SCIENCES INC

+$20.9K

1,319 +1%

增持

EQT EQT CORP

+$18.3K

1,004 +101%

建仓

TSM TAIWAN SEMICONDUCTOR M FSPONSORED ADR 1 ADR REPS 5 ORD SHS

+$18.2K

105

建仓

FANG DIAMONDBACK ENERGY INC

+$18.1K

105

建仓

UBER UBER TECHNOLOGIES INC

+$17.6K

234

增持

IRM IRON MTN INC NEW REIT

+$17.6K

589 +1%

建仓

PSTG PURE STORAGE INC CLASS A

+$16.8K

334

增持

NKE NIKE INC CLASS B

+$16.3K

1,219 +0%

增持

JPM JPMORGAN CHASE & CO

+$16.1K

868 +5%

增持

— ASML HLDG N V FSPONSORED ADR 1 ADR REPS 1 ORD SHS

+$15.7K

25 +400%

增持

NFLX NETFLIX INC

+$15.5K

155 +11%

建仓

GNRC GENERAC HLDGS INC

+$14.1K

减持

AEP AMERICAN ELEC PWR CO INC

+$14.0K

1,009 -1%

建仓

AMT AMERICAN TOWER CORP NEW REIT

+$13.5K

减持

HAPN LENDINGCLUB CORP

+$12.3K

7,000 -13%

建仓

MS MORGAN STANLEY

+$12.2K

117

减持

MGV VANGUARD MEGA CAP VALUE ETF

-$9.9K

201 -33%

增持

MCHP MICROCHIP TECHNOLOGY INC

-$9.7K

905 +1%

增持

HON HONEYWELL INTL INC

+$9.6K

154 +48%

增持

CLX CLOROX CO

+$9.5K

346 +1%

建仓

PYPL PAYPAL HLDGS INC

+$9.0K

115

增持

V VISA INC CLASS A

+$8.8K

677 +0%

增持

ABT ABBOTT LABS

+$8.8K

832 +0%

建仓

BABA ALIBABA GROUP HLDG LTD FSPONSORED ADR 1 ADR REPS 8 ORD SHS

+$8.5K

建仓

BKNG BOOKING HLDGS INC

+$8.4K

增持

KO THE COCA-COLA CO

+$7.9K

910 +1%

增持

WMT WALMART INC

+$7.7K

583 +0%

增持

ED CONSOLIDATED EDISON INC

+$7.3K

472 +1%

减持

TMO THERMO FISHER SCIENTIFIC

-$6.6K

151 -17%

增持

— UNILEVER PLC FSPONSORED ADR 1 ADR REPS 1 ORD SHS

+$6.0K

591 +1%

建仓

EA ELECTRONIC ARTS INC

+$5.7K

减持

BBWI BATH & BODY WKS INC

-$5.7K

0 -100%

建仓

— EATON CORP PLC F

+$5.6K

增持

AVGO BROADCOM INC

+$5.6K

472 +904%

建仓

HASI HA SUSTAINABLE INFRASTRUREIT

+$5.2K

150

减持

USB US BANCORP DEL

-$5.2K

449 -31%

增持

EBAY EBAY INC

+$5.1K

441 +0%

减持

TXN TEXAS INSTRS INC

+$4.7K

542 -2%

增持

EVRG EVERGY INC

+$4.0K

416 +1%

减持

— SILA RLTY TR INC REIT

-$3.8K

331 -42%

增持

GEHC GE HEALTHCARE TECHNOLOGI

+$3.7K

234 +0%

建仓

AIG AMERICAN INTL GROUP INC

+$3.5K

增持

LEVI LEVI STRAUSS & CO NEW CLASS A

+$3.2K

1,214 +1%

增持

MRK MERCK & CO. INC.

-$3.1K

326 +1%

增持

EQR EQUITY RESIDENTIAL REIT

+$3.1K

531 +1%

增持

EIX EDISON INTL

+$2.8K

172 +1%

减持

SSNC SS&C TECHNOLOGIES HLDGS

-$2.6K

503 -21%

增持

NI NISOURCE INC

+$2.4K

403 +1%

增持

TGT TARGET CORP

+$2.1K

237 +1%

增持

KMI KINDER MORGAN INC DEL

+$1.9K

765 +1%

增持

KD KYNDRYL HLDGS INC

+$1.9K

229 +78%

增持

PEP PEPSICO INC

+$1.8K

290 +1%

增持

XLV SELECT SECTOR HEALTH CARE SPDR ETF

+$1.8K

204 +0%

建仓

— LAM RESH CORP CLASS EQUITY

+$1.6K

建仓

LVMUY LVMH MOET HENNESSY LOU FSPONSORED ADR 1 ADR REPS 0.2 ORD SHS

+$1.5K

增持

HSY HERSHEY CO

+$1.4K

157 +1%

增持

BMY BRISTOL MYERS SQUIBB CO

+$1.4K

130 +2%

建仓

HESAY HERMES INTL SCA FSPONSORED ADR 1 ADR REPS 0.1 ORD SHS

+$1.2K

增持

MPT MEDICAL PPTYS TR INC REIT

+$1.1K

624 +4%

增持

— WALGREENS BOOTS ALLIANCE

-$1.0K

358 +3%

增持

DAL DELTA AIR LINES INC DEL

+$893

253 +0%

增持

PBI PITNEY BOWES INC

+$840

402 +1%

增持

PRDSY PRADA S P A FSPONSORED ADR 1 ADR REPS 2 ORD SHS

+$810

100 +113%

增持

STAG STAG INDL INC REIT

+$729

216 +1%

减持

ADSK AUTODESK INC

+$657

200 -9%

增持

CRI CARTERS INC

+$467

126 +1%

清仓

— KBS GROWTH & INCOME REIT

-$458

0 -100%

增持

GM GENERAL MTRS CO

-$450

298 +0%

增持

CSX CSX CORP

+$407

340 +0%

清仓

ATMU ATMUS FILTRATION TECHNOL

-$345

0 -100%

增持

PEBO PEOPLES BANCORP INC

+$332

692 +1%

增持

LUV SOUTHWEST AIRLS CO

+$190

139 +1%

增持

VTRS VIATRIS INC

+$20

19 +6%