小隐寺数据中心
概览
新闻
情绪
Reddit 热门
散户社区提及与热度榜
机构
机构目录
全部机构
机构持仓
机构真实持仓
事件
新股 IPO
定价、上市与申报追踪
内部人买卖
高管与董事交易
重大事件
并购/高管/退市等重大报告
举牌
主动或被动披露
财务
季报
10-Q 季度财报申报流
年报
10-K 年度财报申报流
公司
公司目录
上市公司高管与档案
势力阵营
即将上线
校友与资本关系图谱
人物
明星投资人
知名基金经理与持仓动向
政客交易
国会议员持仓披露
API
小隐寺主站
FINANCIAL MANAGEMENT NETWORK INC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
FINANCIAL MANAGEMENT NETWORK INC
报告期 2026-03-31 · CIK 0001844831
持仓数
191
前50大市值合计
$546.6M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($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 150 项
建仓 28
增持 73
减持 44
清仓 5
方向
标的
Δ市值
现股数(环比)
建仓
AMLP
ALPS ETF TR
+$6.3M
132,050
增持
MOAT
VANECK ETF TRUST
+$6.0M
488,251
+3%
建仓
COST
COSTCO WHSL CORP NEW
+$4.5M
5,052
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
ARCC
ARES CAPITAL CORP
+$4.0M
190,897
增持
IEI
ISHARES TR
+$3.9M
41,228
+395%
增持
IVV
ISHARES TR
+$3.7M
76,184
+6%
增持
BINC
BLACKROCK ETF TRUST II
+$3.7M
195,500
+53%
增持
AVUV
AMERICAN CENTY ETF TR
+$2.6M
119,769
+19%
减持
SHV
ISHARES TR
-$2.4M
66,597
-24%
增持
AVMV
AMERICAN CENTY ETF TR
+$2.3M
52,448
+174%
建仓
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$2.2M
4,785
增持
IJH
ISHARES TR
+$2.1M
276,639
+6%
增持
GOVT
ISHARES TR
+$1.8M
165,214
+82%
增持
IJR
ISHARES TR
+$1.7M
106,370
+6%
减持
DURA
VANECK ETF TRUST
-$1.6M
18,044
-75%
增持
SMOT
VANECK ETF TRUST
+$1.6M
508,549
+0%
建仓
AVIV
AMERICAN CENTY ETF TR
+$1.6M
28,511
增持
AVLV
AMERICAN CENTY ETF TR
+$1.6M
64,357
+49%
建仓
SHY
ISHARES TR
+$1.5M
17,692
增持
VCIT
VANGUARD SCOTTSDALE FDS
+$1.3M
132,954
+11%
增持
CGXU
CAPITAL GROUP INTL FOCUS EQT
+$1.1M
438,308
+8%
建仓
—
APOLLO GLOBAL MGMT INC
+$988.3K
7,303
减持
AVDV
AMERICAN CENTY ETF TR
+$769.0K
216,707
-1%
增持
MSFT
MICROSOFT CORP
-$762.1K
16,697
+1%
增持
VTEC
VANGUARD CALIF TAX FREE FDS
+$720.7K
18,307
+62%
清仓
APO
APOLLO GLOBAL MGMT INC
-$682.9K
0
-100%
增持
COWZ
PACER FDS TR
+$578.1K
111,383
+0%
减持
CALF
PACER FDS TR
-$550.0K
290,486
-12%
建仓
CGCV
CAPITAL GROUP CONSERVATIVE E
+$490.1K
17,975
清仓
—
RWT HLDGS INC
-$485.0K
0
-100%
增持
CGSD
CAPITAL GRP FIXED INCM ETF T
+$482.4K
100,437
+21%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$479.7K
46,130
+16%
增持
AAPL
APPLE INC
+$477.4K
64,470
+3%
增持
IAU
ISHARES GOLD TR
+$475.1K
69,672
+4%
增持
KKR
KKR & CO INC
+$464.2K
12,303
+11%
建仓
SPDW
SPDR INDEX SHS FDS
+$439.1K
11,816
建仓
CSCO
CISCO SYS INC
+$421.1K
7,984
建仓
WMT
WALMART INC
+$420.7K
5,197
增持
HD
HOME DEPOT INC
+$415.8K
5,287
+1%
减持
BA
BOEING CO
-$414.0K
6,436
-16%
增持
GOOGL
ALPHABET INC
-$412.1K
17,840
+0%
增持
GOOG
ALPHABET INC
-$402.0K
17,555
+0%
清仓
NVO
NOVO-NORDISK A S
-$381.3K
0
-100%
减持
NEAR
ISHARES U S ETF TR
-$378.9K
123,299
-7%
减持
GCOW
PACER FDS TR
+$359.8K
419,396
-3%
增持
PTNQ
PACER FDS TR
+$358.7K
35,467
+17%
建仓
PG
PROCTER AND GAMBLE CO
+$353.9K
2,096
建仓
VTEI
VANGUARD MUN BD FDS
+$353.6K
3,514
增持
CLOI
VANECK ETF TRUST
+$337.5K
53,146
+13%
建仓
XOP
SPDR SER TR
+$335.9K
2,386
建仓
LEN
LENNAR CORP
+$326.3K
1,791
增持
CGCP
CAPITAL GRP FIXED INCM ETF T
+$307.9K
52,372
+32%
增持
FFLG
FIDELITY COVINGTON TRUST
+$307.4K
216,477
+8%
建仓
SBUX
STARBUCKS CORP
+$303.0K
3,138
减持
VNQ
VANGUARD INDEX FDS
+$298.5K
27,265
-1%
建仓
SMMD
ISHARES TR
+$290.5K
4,303
清仓
TROW
PRICE T ROWE GROUP INC
-$288.2K
0
-100%
减持
ADBE
ADOBE INC
-$281.2K
2,701
-5%
增持
GPIX
GOLDMAN SACHS ETF TR
+$278.9K
11,146
+102%
减持
VHT
VANGUARD WORLD FD
+$263.6K
32,261
-2%
建仓
SPYV
SPDR SER TR
+$253.7K
4,810
增持
AMZN
AMAZON COM INC
-$249.4K
27,742
+2%
建仓
GDX
VANECK ETF TRUST
+$248.7K
6,289
增持
TSLA
TESLA INC
+$246.9K
10,393
+11%
减持
VIG
VANGUARD SPECIALIZED FUNDS
+$237.9K
18,310
-0%
增持
MCD
MCDONALDS CORP
+$230.5K
4,352
+0%
清仓
IXN
ISHARES TR
-$223.0K
0
-100%
建仓
CALI
BLACKROCK ETF TRUST II
+$215.4K
4,278
建仓
AXON
AXON ENTERPRISE INC
+$210.9K
500
建仓
TGT
TARGET CORP
+$210.2K
1,375
建仓
KEYS
KEYSIGHT TECHNOLOGIES INC
+$209.7K
1,341
建仓
CRM
SALESFORCE INC
+$209.2K
727
建仓
DIA
SPDR DOW JONES INDL AVERAGE
+$209.0K
494
建仓
SCI
SERVICE CORP INTL
+$208.9K
2,742
建仓
ESGE
ISHARES INC
+$205.8K
5,512
增持
EW
EDWARDS LIFESCIENCES CORP
-$204.4K
8,787
+4%
增持
CAT
CATERPILLAR INC
+$202.7K
2,939
+0%
增持
BIZD
VANECK ETF TRUST
+$161.0K
159,409
+11%
减持
SPG
SIMON PPTY GROUP INC NEW
+$150.7K
15,080
-8%
增持
AXP
AMERICAN EXPRESS CO
+$148.6K
3,239
+2%
减持
V
VISA INC
+$142.3K
20,127
-0%
增持
STXF
EA SERIES TRUST
+$133.2K
58,398
+3%
增持
CGGO
CAPITAL GROUP GBL GROWTH EQT
+$131.3K
166,544
+2%
减持
LLY
ELI LILLY & CO
-$126.0K
1,449
-6%
减持
IVW
ISHARES TR
-$121.2K
73,838
-2%
增持
NVDA
NVIDIA CORPORATION
+$120.0K
64,131
+2%
增持
SDY
SPDR SER TR
+$119.3K
8,224
+0%
减持
DRLL
EA SERIES TRUST
-$115.6K
63,687
-7%
减持
MTB
M & T BK CORP
+$113.0K
4,117
-3%
增持
OSEA
HARBOR ETF TRUST
+$109.8K
54,183
+5%
增持
MA
MASTERCARD INCORPORATED
+$108.1K
2,146
+0%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$106.5K
2,098
+0%
增持
URI
UNITED RENTALS INC
+$104.3K
654
+1%
减持
FUTY
FIDELITY COVINGTON TRUST
-$102.2K
20,182
-23%
增持
VTI
VANGUARD INDEX FDS
+$99.3K
4,335
+5%
增持
MAC
MACERICH CO
+$98.9K
29,515
+0%
减持
QCOM
QUALCOMM INC
-$97.7K
2,515
-1%
增持
O
REALTY INCOME CORP
+$96.7K
10,392
+1%
增持
—
EXXON MOBIL CORP
+$96.0K
8,344
+0%
减持
META
META PLATFORMS INC
+$93.3K
2,206
-2%
增持
ABBV
ABBVIE INC
+$90.6K
2,525
+6%
减持
GLD
SPDR GOLD TR
+$88.3K
6,577
-5%
增持
LMT
LOCKHEED MARTIN CORP
+$86.8K
599
+1%
增持
INTC
INTEL CORP
-$83.4K
8,901
+0%
减持
RKLB
ROCKET LAB USA INC
+$83.2K
17,980
-6%
减持
IWS
ISHARES TR
-$82.5K
4,256
-21%
减持
IJT
ISHARES TR
+$82.3K
7,417
-0%
减持
QQQ
INVESCO QQQ TR
-$80.8K
5,887
-1%
增持
TFC
TRUIST FINL CORP
+$77.3K
18,239
+0%
增持
IWM
ISHARES TR
+$74.8K
2,561
+6%
减持
FBRT
FRANKLIN BSP RLTY TR INC
-$72.8K
148,509
-6%
增持
PH
PARKER-HANNIFIN CORP
+$62.5K
471
+2%
减持
DON
WISDOMTREE TR
-$62.3K
25,140
-14%
减持
SPMD
SPDR SER TR
+$59.8K
16,655
-1%
减持
SPSM
SPDR SER TR
+$55.8K
14,855
-1%
减持
HON
HONEYWELL INTL INC
-$52.9K
4,793
-1%
增持
JPM
JPMORGAN CHASE & CO.
+$52.2K
7,255
+0%
减持
STXK
EA SERIES TRUST
+$51.5K
107,336
-6%
减持
PSX
PHILLIPS 66
-$50.2K
1,855
-16%
增持
JNJ
JOHNSON & JOHNSON
+$46.6K
3,066
+1%
减持
CVX
CHEVRON CORP NEW
-$45.1K
12,225
-0%
增持
ISRG
INTUITIVE SURGICAL INC
+$44.2K
1,100
+0%
增持
SPY
SPDR S&P 500 ETF TR
+$43.4K
1,238
+3%
减持
DIS
DISNEY WALT CO
-$41.8K
4,536
-6%
建仓
—
EYENOVIA INC
+$39.2K
81,250
增持
OXY
OCCIDENTAL PETE CORP
-$38.9K
6,485
+0%
增持
GS
GOLDMAN SACHS GROUP INC
+$38.1K
728
+5%
增持
XLI
SELECT SECTOR SPDR TR
+$35.9K
2,500
+0%
减持
IWF
ISHARES TR
-$35.3K
3,882
-2%
减持
REET
ISHARES TR
+$30.7K
11,703
-1%
增持
AVGO
BROADCOM INC
+$28.3K
3,628
+908%
减持
SPYM
SPDR SER TR
+$28.3K
15,612
-1%
减持
VUG
VANGUARD INDEX FDS
-$28.0K
1,096
-5%
减持
USMV
ISHARES TR
+$27.8K
6,145
-3%
增持
CGGR
CAPITAL GROUP GROWTH ETF
+$27.2K
16,333
+2%
减持
TBLD
THORNBURG INCM BUILDER OPP T
-$24.6K
44,011
-9%
减持
F
FORD MTR CO
-$24.2K
10,184
-1%
增持
ABT
ABBOTT LABS
+$24.0K
2,318
+2%
增持
SHYG
ISHARES TR
+$22.5K
17,380
+1%
增持
SCHA
SCHWAB STRATEGIC TR
+$20.7K
4,772
+0%
增持
AMGN
AMGEN INC
+$20.4K
2,260
+0%
增持
UNP
UNION PAC CORP
+$20.1K
1,221
+1%
增持
XLE
SELECT SECTOR SPDR TR
+$20.0K
5,793
+0%
增持
SCHX
SCHWAB STRATEGIC TR
+$20.0K
8,007
+0%
减持
VEA
VANGUARD TAX-MANAGED FDS
+$17.7K
12,690
-1%
增持
NFLX
NETFLIX INC
+$17.7K
370
+3%
减持
XLK
SELECT SECTOR SPDR TR
-$16.8K
899
-4%
增持
SCHM
SCHWAB STRATEGIC TR
+$16.2K
2,606
+0%
增持
STXE
EA SERIES TRUST
-$15.9K
70,734
+1%
减持
VOO
VANGUARD INDEX FDS
+$14.9K
1,433
-1%