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

25Q4 调仓2025-09-30 → 2025-12-31 · 共 145 项建仓 9增持 136

方向

标的

Δ市值

现股数(环比)

增持

NVDA NVIDIA CORP

+$33.5M

365,475 +97%

增持

AMZN AMAZON.COM INC

+$25.7M

225,649 +97%

增持

GOOG ALPHABET INC CLASS CLASS C

+$25.3M

163,452 +97%

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。

增持

BRK/B BERKSHIRE HATHAWAY CLASS CLASS B

+$18.7M

74,432 +100%

增持

SCHW CHARLES SCHWAB CORP

+$14.6M

295,536 +98%

增持

AXP AMERICAN EXPRESS CO

+$14.1M

77,288 +98%

增持

JNJ JOHNSON & JOHNSON

+$10.2M

98,607 +101%

增持

BAC BANK OF AMERICA CORP

+$9.8M

360,542 +98%

增持

SHOP SHOPIFY INC FCLASS CLASS A

+$7.6M

92,474 +105%

增持

MSFT MICROSOFT CORP

+$7.6M

31,462 +99%

增持

DIS DISNEY WALT CO

+$5.7M

100,702 +100%

增持

PG PROCTER & GAMBLE CO

+$5.3M

74,327 +100%

增持

USIG ISHARES BRD USD INV GRD CORP BD ETF

+$4.7M

162,844 +124%

增持

VZ VERIZON COMMUNICATIONS I

+$4.1M

195,799 +105%

增持

BND VANGUARD TOTAL BOND MARKET ETF

+$3.9M

94,040 +128%

增持

SBUX STARBUCKS CORP

+$3.7M

87,688 +101%

增持

ADBE ADOBE INC

+$2.9M

16,727 +101%

增持

PFE PFIZER INC

+$2.7M

208,189 +112%

增持

TSLA TESLA INC

+$2.6M

11,730 +100%

增持

GOOGL ALPHABET INC CLASS CLASS A

+$2.5M

15,933 +97%

增持

KVUE KENVUE INC

+$1.7M

207,452 +94%

增持

MMM 3M CO

+$1.7M

19,995 +109%

增持

BRK/A BERKSHIRE HATHAWAY INC DCLASS A

+$1.5M

4 +100%

增持

LLY ELI LILLY AND CO

+$1.5M

2,779 +96%

增持

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

+$1.2M

145,325 +119%

增持

META META PLATFORMS INC CLASS A

+$734.4K

2,135 +109%

增持

AMD ADVANCED MICRO DEVIC

+$575.0K

5,685 +90%

增持

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

+$297.9K

2,665 +286%

增持

COST COSTCO WHSL CORP NEW

+$264.2K

614 +99%

增持

JPM JPMORGAN CHASE & CO

+$260.6K

1,615 +100%

增持

GE GE AEROSPACE

+$250.7K

1,627 +100%

增持

V VISA INC CLASS CLASS A

+$239.4K

1,364 +100%

增持

ADP AUTOMATIC DATA PROCESSIN

+$225.4K

1,748 +100%

增持

T AT&T INC

+$176.6K

14,163 +101%

增持

IBM IBM CORP

+$164.5K

1,107 +101%

增持

GILD GILEAD SCIENCES INC

+$162.9K

2,646 +101%

增持

GEV GE VERNOVA INC

+$159.0K

486 +100%

增持

— ARCH CAPITAL GROUP LTD F

+$157.3K

3,305 +98%

增持

CSCO CISCO SYS INC

+$154.1K

4,000 +100%

增持

HD HOME DEPOT INC

+$111.2K

644 +101%

增持

F FORD MTR CO DEL

+$110.8K

16,824 +101%

增持

NFLX NETFLIX INC

+$110.2K

1,295 +979%

增持

ABT ABBOTT LABS

+$91.3K

1,454 +101%

增持

TIC TIC SOLUTIONS INC

+$91.0K

18,000 +100%

增持

UNH UNITEDHEALTH GROUP INC

+$90.4K

605 +83%

增持

TMO THERMO FISHER SCIENTIFIC

+$87.7K

302 +100%

增持

AVGO BROADCOM INC

+$79.4K

459 +100%

增持

DBX DROPBOX INC CLASS CLASS A

+$73.7K

5,550 +91%

增持

NKE NIKE INC CLASS CLASS B

+$71.8K

2,246 +101%

增持

GLW CORNING INC

+$69.8K

1,591 +100%

增持

HAPN LENDINGCLUB CORP

+$66.3K

7,500 +88%

增持

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

+$64.2K

120 +100%

增持

TXN TEXAS INSTRS INC

+$63.4K

895 +69%

增持

WMT WALMART INC

+$63.2K

1,134 +100%

增持

ISRG INTUITIVE SURGICAL INC

+$62.3K

230 +92%

增持

ADSK AUTODESK INC

+$59.2K

450 +80%

增持

FSLR FIRST SOLAR INC

+$58.8K

461 +95%

增持

AEP AMERICAN ELEC PWR CO INC

+$58.2K

1,060 +91%

增持

VRTX VERTEX PHARMACEUTICALS I

+$56.7K

250 +100%

增持

MCHP MICROCHIP TECHNOLOGY INC

+$54.9K

1,718 +101%

增持

IRM IRON MTN INC NEW REIT

+$50.7K

1,218 +101%

增持

CLX CLOROX CO

+$47.9K

945 +101%

增持

TMFG MOTLEY FOOL GLOBAL OPPORTUNITIES ETF

+$46.9K

3,106 +100%

增持

KO THE COCA-COLA CO

+$45.9K

1,304 +102%

增持

DHR DANAHER CORP

+$42.4K

370 +100%

增持

INTC INTEL CORP

+$42.3K

2,292 +100%

增持

EBAY EBAY INC

+$39.2K

898 +100%

增持

TAK TAKEDA PHARMACEUTICAL FSPONSORED ADR 1 ADR REPS 0.5 ORD SHS

+$39.0K

5,000 +100%

增持

PEP PEPSICO INC

+$37.8K

563 +88%

增持

EQR EQUITY RESIDENTIAL REIT

+$35.2K

1,111 +101%

建仓

UL UNILEVER PLC FSPONSORED ADR 1 ADR REPS 1 ORD SHS

+$35.1K

537

增持

MDB MONGODB INC CLASS CLASS A

+$33.6K

160 +100%

增持

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

+$31.9K

210 +100%

增持

JSTC ADASINA SOCIAL JUSTC ALLCP GLB ETF

+$31.5K

3,095 +101%

建仓

AKRE AKRE FOCUS ETF

+$30.2K

461

增持

GLD SPDR GOLD SHARES ETF

+$29.7K

140 +115%

增持

HSY HERSHEY CO

+$29.3K

321 +101%

增持

CAT CATERPILLAR INC

+$28.8K

100 +100%

增持

LEVI LEVI STRAUSS & CO NEW CLASS CLASS A

+$26.1K

2,509 +101%

增持

UNP UNION PAC CORP

+$26.0K

224 +100%

增持

USB US BANCORP DEL

+$25.3K

943 +101%

增持

GM GENERAL MTRS CO

+$24.5K

603 +100%

增持

TGT TARGET CORP EQUITY CLASS EQUITY

+$24.4K

497 +101%

增持

AHR AMERICAN HEALTHCARE REITREIT

+$23.5K

1,426 +54%

增持

XLV STATE STRT HLTH CRE SLT SEC SPDR ETF

+$23.4K

359 +73%

增持

AMAT APPLIED MATLS INC

+$23.2K

194 +87%

增持

VEEV VEEVA SYS INC CLASS CLASS A

+$22.3K

200 +100%

增持

KMI KINDER MORGAN INC DEL

+$22.2K

1,605 +101%

增持

CMI CUMMINS INC

+$20.4K

80 +100%

增持

GEHC GE HEALTHCARE TECHNOLOGI

+$19.2K

468 +100%

增持

PEBO PEOPLES BANCORP INC

+$19.0K

1,259 +101%

增持

DAL DELTA AIR LINES INC DEL

+$17.9K

513 +100%

增持

NI NISOURCE INC

+$17.4K

831 +101%

增持

PBE INVESCO BIOTECHNOLOGY GENOME ETF

+$16.6K

403 +100%

增持

OMCL OMNICELL INC

+$15.9K

700 +100%

增持

YUM YUM BRANDS INC

+$15.8K

208 +100%

增持

MRK MERCK & CO. INC.

+$15.3K

289 +101%

增持

XLK TECHNOLOGY SELECT SECTORSPDR ETF

+$14.5K

203 +99%

增持

MGV VANGUARD MEGA CAP VALUE ETF

+$14.2K

202 +100%

增持

WBD WARNER BROS DISCOVERY INTENDER OFFER EXP: 01/21/26

+$14.0K

970 +100%

增持

APH AMPHENOL CORP NEW CLASS CLASS A

+$14.0K

206 +100%

增持

CSX CSX CORP

+$12.6K

691 +100%

增持

ABBV ABBVIE INC

+$11.3K

99 +102%

增持

EIX EDISON INTL

+$11.1K

367 +102%

增持

CVX CHEVRON CORP NEW

+$10.8K

141 +101%

增持

TCOM TRIP COM GROUP LTD FSPONSORED ADR 1 ADR REPS 1 ORD SHS

+$10.8K

300 +100%

增持

VGT VANGUARD INFORMATION TECHNOLOGY ETF

+$10.7K

28 +100%

增持

AMT AMERICAN TOWER CORP NEW REIT

+$10.6K

120 +100%

增持

PSA PUBLIC STORAGE REIT

+$9.3K

71 +103%

增持

STAG STAG INDL INC REIT

+$8.4K

454 +101%

增持

ED CONSOLIDATED EDISON INC

+$7.9K

159 +101%

增持

LYFT LYFT INC CLASS A

+$7.7K

800 +100%

增持

BMY BRISTOL MYERS SQUIBB CO

+$7.4K

274 +101%

增持

KD KYNDRYL HLDGS INC

+$7.4K

558 +100%

增持

AMGN AMGEN INC

+$7.0K

42 +100%

增持

ABNB AIRBNB INC CLASS A

+$6.8K

100 +100%

增持

BMO BANK MONTREAL QUE F

+$6.5K

100 +100%

增持

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

+$6.2K

50 +100%

增持

MA MASTERCARD INC CLASS CLASS A

+$6.0K

32 +52%

增持

SJM SMUCKER J M CO

+$5.6K

113 +102%

增持

LUMN LUMEN TECHNOLOGIES INC

+$5.6K

1,434 +100%

增持

BOX BOX INC CLASS A

+$4.5K

300 +100%

增持

PBI PITNEY BOWES INC

+$4.4K

829 +101%

增持

CRI CARTERS INC

+$4.3K

267 +101%

增持

AIG AMERICAN INTL GROUP INC

+$4.2K

98 +100%

增持

RBLX ROBLOX CORP CLASS A

+$4.1K

100 +100%

增持

COTY COTY INC CLASS A

+$3.8K

2,464 +100%

建仓

SPY SPDR S&P 500 ETF

+$3.4K

增持

MPT MEDICAL PPTYS TR INC REIT

+$3.4K

1,350 +101%

建仓

SOFI SOFI TECHNOLOGIES INC

+$2.6K

100

增持

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

+$2.3K

400 +100%

建仓

BKD BROOKDALE SR LIVING INC

+$2.2K

200

建仓

QS QUANTUMSCAPE CORP CLASS CLASS A

+$2.1K

200

增持

WAB WABTEC

+$1.9K

18 +100%

建仓

— THE MAGNUM ICE CREAM C F

+$1.9K

121

增持

GIS GENERAL MILLS INC

+$1.8K

78 +100%

建仓

LDOS LEIDOS HLDGS INC

+$1.8K

增持

TMUS T-MOBILE US INC

+$1.5K

14 +100%

增持

MVIS MICROVISION INC DEL

+$828

2,000 +100%

增持

ZM ZOOM COMMUNICATIONS INC CLASS A

+$431

10 +100%

建仓

RIVN RIVIAN AUTOMOTIVE INC CLASS CLASS A

+$394

增持

VTRS VIATRIS INC

+$245

39 +105%

增持

GSAT GLOBALSTAR INC

+$183

6 +100%

增持

— WALGREENS BOOTS ALLIANCE

+$0

734 +100%