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

26Q1 调仓2025-12-31 → 2026-03-31 · 共 150 项建仓 9增持 3减持 131清仓 7

方向

标的

Δ市值

现股数(环比)

减持

NVDA NVIDIA CORP

-$39.4M

164,973 -55%

减持

AMZN AMAZON.COM INC

-$28.5M

106,966 -53%

减持

AAPL APPLE INC

-$25.8M

86,019 -53%

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

GOOG ALPHABET INC CLASS CLASS C

-$24.4M

73,553 -55%

减持

BRK/B BERKSHIRE HATHAWAY CLASS B

-$20.0M

36,328 -51%

减持

AXP AMERICAN EXPRESS CO

-$16.0M

36,860 -52%

减持

SCHW CHARLES SCHWAB CORP

-$15.7M

140,399 -52%

减持

BAC BANK OF AMERICA CORP

-$10.9M

170,934 -53%

减持

MSFT MICROSOFT CORP

-$10.0M

15,608 -50%

减持

SHOP SHOPIFY INC FCLASS CLASS A

-$8.7M

47,560 -49%

减持

JNJ JOHNSON & JOHNSON

-$7.8M

47,093 -52%

减持

DIS DISNEY WALT CO

-$6.6M

50,553 -50%

减持

PG PROCTER & GAMBLE CO

-$5.6M

37,488 -50%

减持

ADBE ADOBE INC

-$3.8M

8,551 -49%

减持

SBUX STARBUCKS CORP

-$3.5M

43,813 -50%

减持

USIG ISHARES BROAD USD INVESTMENT GRADE CORPORATE BOND ETF

-$3.3M

101,248 -38%

减持

TSLA TESLA INC

-$3.1M

5,860 -50%

减持

VZ VERIZON COMMUNICATIONS I

-$2.8M

108,969 -44%

减持

GOOGL ALPHABET INC CLASS CLASS A

-$2.5M

6,620 -58%

减持

BND VANGUARD TOTAL BOND MARKET INDEX FUND ETF SHARES

-$2.5M

60,930 -35%

减持

PFE PFIZER INC

-$1.9M

118,107 -43%

减持

MMM 3M CO

-$1.6M

10,366 -48%

减持

KVUE KENVUE INC

-$1.6M

107,194 -48%

减持

BRK/A BERKSHIRE HATHAWAY INC DCLASS A

-$1.6M

2 -50%

减持

LLY ELI LILLY AND CO

-$1.4M

1,223 -56%

减持

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

-$1.2M

72,225 -50%

减持

META META PLATFORMS INC CLASS CLASS A

-$843.5K

1,121 -47%

减持

AMD ADVANCED MICRO DEVIC

-$648.0K

2,027 -64%

减持

ADP AUTOMATIC DATA PROCESSIN

-$302.1K

882 -50%

减持

JPM JPMORGAN CHASE & CO

-$282.9K

788 -51%

减持

V VISA INC CLASS CLASS A

-$265.2K

684 -50%

减持

GE GE AEROSPACE

-$264.0K

815 -50%

减持

COST COSTCO WHSL CORP NEW

-$246.6K

304 -50%

清仓

ABT ABBOTT LABS

-$188.4K

0 -100%

减持

IBM IBM CORP

-$184.9K

559 -50%

减持

T AT&T INC

-$168.1K

7,164 -49%

减持

TIC TIC SOLUTIONS INC

-$151.6K

9,000 -50%

减持

— ARCH CAPITAL GROUP LTD F

-$150.9K

1,640 -50%

减持

CSCO CISCO SYS INC

-$135.7K

2,000 -50%

减持

HD HOME DEPOT INC

-$134.2K

325 -50%

减持

NFLX NETFLIX INC

-$130.0K

1,290 -0%

减持

UNH UNITEDHEALTH GROUP INC

-$129.9K

276 -54%

减持

GILD GILEAD SCIENCES INC

-$123.2K

1,335 -50%

减持

F FORD MTR CO DEL

-$112.8K

8,514 -49%

减持

DBX DROPBOX INC CLASS CLASS A

-$101.1K

2,650 -52%

清仓

FTNT FORTINET INC

-$100.9K

0 -100%

减持

TMO THERMO FISHER SCIENTIFIC

-$96.9K

130 -57%

减持

GEV GE VERNOVA INC

-$96.1K

243 -50%

减持

ADSK AUTODESK INC

-$90.7K

200 -56%

减持

TXN TEXAS INSTRS INC

-$90.3K

362 -60%

减持

NKE NIKE INC CLASS CLASS B

-$90.0K

1,134 -50%

减持

AVGO BROADCOM INC

-$88.2K

216 -53%

减持

HAPN LENDINGCLUB CORP

-$76.9K

3,500 -53%

减持

FSLR FIRST SOLAR INC

-$66.4K

225 -51%

减持

AEP AMERICAN ELEC PWR CO INC

-$66.3K

414 -61%

减持

ISRG INTUITIVE SURGICAL INC

-$65.3K

110 -52%

减持

CLX CLOROX CO

-$61.8K

425 -55%

减持

MCHP MICROCHIP TECHNOLOGY INC

-$53.8K

868 -49%

减持

WMT WALMART INC

-$51.0K

568 -50%

减持

VRTX VERTEX PHARMACEUTICALS I

-$49.8K

125 -50%

减持

IRM IRON MTN INC NEW REIT

-$49.5K

618 -49%

减持

TMFG MOTLEY FOOL GLOBAL OPPORTUNITIES ETF

-$49.4K

1,555 -50%

减持

PEP PEPSICO INC

-$44.4K

229 -59%

减持

DHR DANAHER CORP

-$43.9K

186 -50%

减持

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

-$43.0K

60 -50%

清仓

GM GENERAL MTRS CO

-$42.9K

0 -100%

增持

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

-$42.5K

3,110 +17%

减持

KO THE COCA-COLA CO

-$38.9K

657 -50%

减持

EBAY EBAY INC

-$38.9K

451 -50%

减持

AHR AMERICAN HEALTHCARE REITREIT

-$38.9K

500 -65%

减持

MDB MONGODB INC CLASS CLASS A

-$38.8K

80 -50%

减持

EQR EQUITY RESIDENTIAL REIT

-$37.6K

565 -49%

清仓

— UNILEVER PLC FSPONSORED ADR 1 ADR REPS 1 ORD SHS

-$35.8K

0 -100%

建仓

EAGG ISHARES ESG U.S. AGGREGATE BOND ETF

+$34.5K

727

减持

VEEV VEEVA SYS INC CLASS CLASS A

-$34.5K

100 -50%

减持

JSTC ADASINA SOCIAL JUSTICE ALL CAP GLOBAL ETF

-$32.6K

1,554 -50%

减持

LEVI LEVI STRAUSS & CO NEW CLASS CLASS A

-$31.8K

1,267 -50%

减持

INTC INTEL CORP

-$30.2K

1,146 -50%

减持

XLV STATE STREET HEALTH CARESELECT SECTOR SPDR ETF

-$30.1K

152 -58%

减持

XLK STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF

-$29.7K

101 -50%

减持

TAK TAKEDA PHARMACEUTICAL FSPONSORED ADR 1 ADR REPS 0.5 ORD SHS

-$29.3K

2,500 -50%

减持

HSY HERSHEY CO

-$27.2K

154 -52%

减持

GLW CORNING INC

-$26.4K

798 -50%

建仓

EAOM ISHARES ESG AWARE 40/60 MODERATE ALLOCATION ETF

+$26.0K

875

减持

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

-$25.7K

105 -50%

减持

UNP UNION PAC CORP

-$25.0K

113 -50%

减持

GLD SPDR GOLD SHARES

-$24.9K

65 -54%

减持

USB US BANCORP DEL

-$23.1K

478 -49%

建仓

ITA ISHARES U.S. AEROSPACE &DEFENSE ETF

+$21.9K

100

建仓

PPA INVESCO AEROSPACE & DEFENSE ETF

+$21.5K

130

减持

GEHC GE HEALTHCARE TECHNOLOGI

-$20.1K

234 -50%

清仓

SSNC SS&C TECHNOLOGIES HLDGS

-$17.8K

0 -100%

减持

KMI KINDER MORGAN INC DEL

-$17.5K

814 -49%

减持

CAT CATERPILLAR INC

-$17.1K

50 -50%

减持

AMAT APPLIED MATLS INC

-$17.0K

80 -59%

减持

PEBO PEOPLES BANCORP INC

-$16.7K

642 -49%

减持

TGT TARGET CORP EQUITY CLASS EQUITY

-$16.0K

252 -49%

减持

NI NISOURCE INC

-$15.8K

419 -50%

减持

CMI CUMMINS INC

-$15.6K

40 -50%

减持

APH AMPHENOL CORP NEW CLASS CLASS A

-$15.3K

91 -56%

减持

YUM YUM BRANDS INC

-$15.3K

105 -50%

减持

DAL DELTA AIR LINES INC DEL

-$15.3K

258 -50%

减持

OMCL OMNICELL INC

-$14.8K

350 -50%

减持

PBE INVESCO BIOTECHNOLOGY & GENOME ETF

-$14.6K

202 -50%

减持

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

-$14.6K

150 -50%

建仓

VCRB VANGUARD CORE BOND ETF

+$13.5K

175

减持

MGV VANGUARD MEGA CAP VALUE INDEX FUND ETF SHARES

-$13.5K

101 -50%

减持

MA MASTERCARD INC CLASS CLASS A

-$12.4K

11 -66%

减持

KD KYNDRYL HLDGS INC

-$12.1K

279 -50%

减持

ABBV ABBVIE INC

-$11.8K

50 -49%

减持

MRK MERCK & CO. INC.

-$11.7K

131 -55%

减持

AMT AMERICAN TOWER CORP NEW REIT

-$11.6K

61 -49%

减持

VGT VANGUARD INFORMATION TECHNOLOGY INDEX FUND ETF SHARES

-$11.4K

14 -50%

减持

LYFT LYFT INC CLASS CLASS A

-$11.2K

400 -50%

减持

CSX CSX CORP

-$10.5K

348 -50%

减持

WBD WARNER BROS DISCOVERY INCLASS SERIES A

-$10.1K

485 -50%

减持

PSA PUBLIC STORAGE REIT

-$9.7K

36 -49%

清仓

IWN ISHARES RUSSELL 2000 VALUE ETF

-$9.4K

0 -100%

建仓

ESGV VANGUARD ESG U.S. STOCK ETF

+$8.4K

减持

RBLX ROBLOX CORP CLASS A

-$8.2K

50 -50%

减持

STAG STAG INDL INC REIT

-$8.1K

229 -50%

减持

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

-$7.6K

25 -50%

减持

EIX EDISON INTL

-$7.5K

188 -49%

减持

CVX CHEVRON CORP NEW

-$6.9K

72 -49%

减持

ED CONSOLIDATED EDISON INC

-$6.8K

80 -50%

减持

ABNB AIRBNB INC CLASS A

-$6.5K

50 -50%

减持

COTY COTY INC CLASS A

-$6.3K

1,232 -50%

减持

BMO BANK MONTREAL QUE F

-$6.2K

50 -50%

减持

SJM SMUCKER J M CO

-$6.2K

58 -49%

减持

BOX BOX INC CLASS A

-$5.8K

150 -50%

减持

AMGN AMGEN INC

-$5.4K

22 -48%

减持

BMY BRISTOL MYERS SQUIBB CO

-$5.1K

139 -49%

减持

LUMN LUMEN TECHNOLOGIES INC

-$5.0K

717 -50%

建仓

ESGD ISHARES ESG AWARE MSCI EAFE ETF

+$4.8K

减持

PBI PITNEY BOWES INC

-$4.5K

420 -49%

减持

AIG AMERICAN INTL GROUP INC

-$4.3K

49 -50%

清仓

GIS GENERAL MILLS INC

-$3.8K

0 -100%

减持

MPT MEDICAL PPTYS TR INC REIT

-$3.6K

691 -49%

减持

CRI CARTERS INC

-$3.3K

135 -49%

减持

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

-$2.8K

200 -50%

减持

TMUS T-MOBILE US INC

-$1.7K

7 -50%

减持

WAB WABTEC

-$1.5K

9 -50%

减持

MVIS MICROVISION INC DEL

-$1.4K

1,000 -50%

建仓

XOVR ERSHARES PRIVATE-PUBLIC CROSSOVER ETF

+$1.4K

增持

ZM ZOOM COMMUNICATIONS INC CLASS A

+$1.2K

25 +150%

建仓

SLV ISHARES SILVER TRUST

+$681

增持

RIVN RIVIAN AUTOMOTIVE INC CLASS CLASS A

+$208

40 +100%

减持

VTRS VIATRIS INC

-$170

20 -49%

减持

GSAT GLOBALSTAR INC

-$93

3 -50%

减持

— WALGREENS BOOTS ALLIANCE

+$0

367 -50%