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
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 150 项
建仓 6
增持 80
减持 51
清仓 13
方向
标的
Δ市值
现股数(环比)
减持
CALF
PACER FDS TR
-$7.0M
94,233
-59%
增持
MOAT
VANECK ETF TRUST
-$6.6M
502,966
+1%
减持
AAPL
APPLE INC
-$4.6M
65,149
-4%
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
+$3.7M
192,019
增持
IVV
ISHARES TR
-$3.3M
86,849
+9%
增持
NVDA
NVIDIA CORPORATION
-$2.9M
62,821
+1%
增持
BINC
BLACKROCK ETF TRUST II
+$2.1M
269,278
+20%
增持
SMOT
VANECK ETF TRUST
-$2.1M
555,222
+5%
增持
AVIV
AMERICAN CENTY ETF TR
+$1.7M
84,258
+73%
减持
GCOW
PACER FDS TR
-$1.6M
368,583
-11%
建仓
APO
APOLLO GLOBAL MGMT INC
+$1.6M
14,037
减持
IVW
ISHARES TR
-$1.4M
71,718
-1%
增持
AVLV
AMERICAN CENTY ETF TR
+$1.3M
119,153
+43%
增持
CGXU
CAPITAL GROUP INTL FOCUS EQT
-$1.3M
454,673
+1%
增持
AMZN
AMAZON COM INC
-$1.3M
27,641
+1%
建仓
TXUE
THORNBURG ETF TR
+$1.3M
52,865
增持
IJH
ISHARES TR
-$1.2M
370,389
+13%
增持
TSLA
TESLA INC
-$1.2M
13,965
+30%
减持
COWZ
PACER FDS TR
-$1.2M
109,569
-4%
增持
IJR
ISHARES TR
+$1.1M
167,321
+34%
增持
FFLG
FIDELITY COVINGTON TRUST
-$1.1M
240,053
+6%
增持
FBND
FIDELITY MERRIMACK STR TR
+$1.1M
79,031
+41%
减持
AVDV
AMERICAN CENTY ETF TR
-$1.0M
208,850
-2%
增持
MSFT
MICROSOFT CORP
-$1.0M
16,044
+1%
增持
CGCV
CAPITAL GROUP CONSERVATIVE E
+$922.4K
69,838
+133%
减持
GOOG
ALPHABET INC
-$808.2K
17,598
-1%
增持
VCIT
VANGUARD SCOTTSDALE FDS
+$802.0K
149,302
+7%
减持
VHT
VANGUARD WORLD FD
-$781.0K
29,374
-5%
增持
GOOGL
ALPHABET INC
-$748.5K
18,084
+2%
减持
STXE
EA SERIES TRUST
-$688.5K
32,263
-40%
增持
AVMV
AMERICAN CENTY ETF TR
+$662.2K
100,291
+37%
增持
GCAL
GOLDMAN SACHS ETF TR
+$638.8K
25,421
+108%
增持
WINN
HARBOR ETF TRUST
-$610.4K
143,055
+5%
增持
STXK
EA SERIES TRUST
-$569.0K
113,983
+4%
减持
SPG
SIMON PPTY GROUP INC NEW
-$541.9K
14,825
-2%
减持
QQQ
INVESCO QQQ TR
-$509.3K
5,203
-1%
增持
CGCP
CAPITAL GRP FIXED INCM ETF T
+$492.7K
77,164
+41%
减持
SHV
ISHARES TR
-$478.0K
54,391
-7%
增持
KKR
KKR & CO INC
-$476.6K
16,822
+21%
清仓
UWM
PROSHARES TR
-$465.3K
0
-100%
减持
FBRT
FRANKLIN BSP RLTY TR INC
-$446.1K
104,777
-19%
增持
GOVT
ISHARES TR
+$440.6K
220,715
+7%
减持
VTEC
VANGUARD CALIF TAX FREE FDS
-$410.4K
28,987
-10%
增持
IEI
ISHARES TR
+$409.7K
56,722
+4%
增持
CALI
BLACKROCK ETF TRUST II
+$388.8K
32,866
+31%
增持
CGGO
CAPITAL GROUP GBL GROWTH EQT
-$365.0K
179,982
+7%
减持
IWF
ISHARES TR
-$362.3K
3,686
-4%
增持
VIG
VANGUARD SPECIALIZED FUNDS
-$358.6K
18,330
+0%
清仓
MRK
MERCK & CO INC
-$348.4K
0
-100%
减持
ADBE
ADOBE INC
-$346.2K
2,103
-15%
减持
TFC
TRUIST FINL CORP
-$338.3K
13,300
-27%
减持
JEPI
J P MORGAN EXCHANGE TRADED F
-$324.2K
45,300
-2%
减持
IAU
ISHARES GOLD TR
+$323.6K
70,040
-3%
减持
V
VISA INC
-$299.7K
18,469
-4%
减持
AVGO
BROADCOM INC
-$299.4K
2,734
-12%
增持
SHY
ISHARES TR
+$295.2K
35,169
+10%
增持
CGGR
CAPITAL GROUP GROWTH ETF
+$288.6K
37,643
+62%
增持
SMIG
ETF SER SOLUTIONS
+$265.2K
20,349
+124%
减持
META
META PLATFORMS INC
-$264.3K
2,067
-6%
清仓
NVO
NOVO-NORDISK A S
-$247.7K
0
-100%
增持
CAT
CATERPILLAR INC
-$245.7K
2,943
+0%
清仓
OXY
OCCIDENTAL PETE CORP
-$245.2K
0
-100%
增持
CGSD
CAPITAL GRP FIXED INCM ETF T
+$243.3K
133,891
+7%
建仓
CGBL
CAPITAL GROUP CORE BALANCED
+$241.7K
8,347
减持
—
EXXON MOBIL CORP
-$241.1K
6,502
-23%
清仓
CRM
SALESFORCE INC
-$240.8K
0
-100%
增持
HD
HOME DEPOT INC
-$233.0K
5,171
+1%
减持
VNQ
VANGUARD INDEX FDS
-$230.7K
26,895
-1%
清仓
LMT
LOCKHEED MARTIN CORP
-$229.7K
0
-100%
减持
VTI
VANGUARD INDEX FDS
-$224.3K
4,287
-2%
清仓
WFC
WELLS FARGO CO NEW
-$223.6K
0
-100%
建仓
PLTR
PALANTIR TECHNOLOGIES INC
+$223.2K
2,868
增持
STXF
EA SERIES TRUST
-$222.0K
63,102
+6%
增持
AXP
AMERICAN EXPRESS CO
-$221.5K
3,224
+0%
清仓
SCHM
SCHWAB STRATEGIC TR
-$220.2K
0
-100%
增持
CLOI
VANECK ETF TRUST
+$219.4K
80,644
+7%
清仓
UBER
UBER TECHNOLOGIES INC
-$217.0K
0
-100%
清仓
PSX
PHILLIPS 66
-$215.6K
0
-100%
清仓
KEYS
KEYSIGHT TECHNOLOGIES INC
-$212.8K
0
-100%
减持
OSEA
HARBOR ETF TRUST
-$212.7K
29,565
-18%
清仓
DIA
SPDR DOW JONES INDL AVERAGE
-$211.3K
0
-100%
增持
PTNQ
PACER FDS TR
-$199.0K
40,792
+4%
增持
MAC
MACERICH CO
-$197.6K
30,997
+0%
减持
IJT
ISHARES TR
-$193.9K
6,707
-3%
增持
GPIX
GOLDMAN SACHS ETF TR
+$189.7K
18,526
+55%
减持
BA
BOEING CO
-$189.1K
4,451
-6%
增持
HON
HONEYWELL INTL INC
-$182.8K
4,685
+0%
减持
FUTY
FIDELITY COVINGTON TRUST
-$181.0K
12,871
-19%
减持
SPYM
SPDR SER TR
-$172.9K
15,121
-2%
减持
VOO
VANGUARD INDEX FDS
-$172.1K
1,455
-6%
增持
DON
WISDOMTREE TR
+$166.8K
32,735
+31%
减持
SPMD
SPDR SER TR
-$162.7K
16,501
-1%
增持
BIZD
VANECK ETF TRUST
-$157.4K
178,368
+11%
减持
NEAR
ISHARES U S ETF TR
-$150.1K
111,926
-3%
增持
ROK
ROCKWELL AUTOMATION INC
-$148.3K
2,699
+0%
增持
VTEI
VANGUARD MUN BD FDS
+$148.1K
8,364
+24%
减持
VDE
VANGUARD WORLD FD
-$140.5K
8,412
-1%
增持
BAC
BANK AMERICA CORP
-$130.6K
14,246
+0%
增持
JPM
JPMORGAN CHASE & CO.
-$129.6K
7,589
+5%
增持
AVUV
AMERICAN CENTY ETF TR
+$129.0K
179,097
+27%
增持
SPSM
SPDR SER TR
-$128.1K
15,087
+1%
增持
TBLD
THORNBURG INCM BUILDER OPP T
+$122.5K
43,392
+18%
减持
MTB
M & T BK CORP
-$120.6K
2,772
-5%
增持
IWM
ISHARES TR
-$114.4K
2,554
+0%
减持
GS
GOLDMAN SACHS GROUP INC
-$109.1K
668
-8%
减持
CVX
CHEVRON CORP NEW
-$104.6K
12,129
-1%
增持
DIS
DISNEY WALT CO
-$103.3K
4,476
+5%
减持
SPYG
SPDR SER TR
-$99.8K
5,276
-3%
建仓
F
FORD MTR CO
+$98.6K
10,675
减持
IWN
ISHARES TR
-$95.6K
1,995
-9%
增持
DRLL
EA SERIES TRUST
-$94.9K
65,916
+6%
减持
SHYG
ISHARES TR
-$91.1K
17,330
-7%
增持
LLY
ELI LILLY & CO
+$87.5K
1,584
+17%
减持
IWS
ISHARES TR
-$84.0K
4,172
-2%
减持
PH
PARKER-HANNIFIN CORP
-$79.2K
416
-12%
增持
VUG
VANGUARD INDEX FDS
-$78.3K
1,157
+4%
增持
RKLB
ROCKET LAB USA INC
-$70.5K
16,480
+32%
增持
QCOM
QUALCOMM INC
-$67.1K
2,390
+0%
增持
SDY
SPDR SER TR
-$66.2K
8,248
+0%
增持
URI
UNITED RENTALS INC
+$65.7K
897
+43%
增持
SPY
SPDR S&P 500 ETF TR
-$65.4K
1,324
+7%
减持
JNJ
JOHNSON & JOHNSON
-$65.3K
2,674
-18%
减持
O
REALTY INCOME CORP
-$63.5K
9,076
-11%
减持
AMGN
AMGEN INC
+$59.2K
2,244
-1%
增持
ITOT
ISHARES TR
-$53.2K
2,902
+1%
增持
XLE
SELECT SECTOR SPDR TR
-$51.7K
5,806
+0%
增持
SCHA
SCHWAB STRATEGIC TR
-$50.2K
9,624
+0%
增持
COP
CONOCOPHILLIPS
+$45.3K
3,223
+41%
减持
PEP
PEPSICO INC
-$45.2K
2,469
-7%
减持
SBUX
STARBUCKS CORP
-$43.7K
2,704
-4%
增持
SCHX
SCHWAB STRATEGIC TR
-$40.5K
24,049
+9%
减持
KHC
KRAFT HEINZ CO
-$40.3K
8,944
-7%
增持
NFLX
NETFLIX INC
+$38.6K
410
+14%
增持
ESGU
ISHARES TR
-$33.4K
2,673
+6%
增持
XLI
SELECT SECTOR SPDR TR
-$32.5K
2,124
+0%
增持
SMMD
ISHARES TR
-$31.9K
5,479
+11%
减持
REET
ISHARES TR
-$27.3K
11,665
-1%
增持
ABT
ABBOTT LABS
+$25.3K
2,049
+0%
增持
MCD
MCDONALDS CORP
+$22.4K
4,063
+0%
增持
ARES
ARES MANAGEMENT CORPORATION
+$19.4K
2,171
+56%
增持
DURA
VANECK ETF TRUST
-$18.7K
15,409
+4%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$18.0K
2,243
+2%
增持
VZ
VERIZON COMMUNICATIONS INC
+$15.6K
5,742
+1%
增持
VEA
VANGUARD TAX-MANAGED FDS
-$13.7K
6,886
+0%
减持
YUM
YUM BRANDS INC
+$12.4K
2,243
-4%
清仓
—
EYENOVIA INC
-$8.8K
0
-100%
减持
ABBV
ABBVIE INC
+$8.0K
2,403
-1%
增持
SCI
SERVICE CORP INTL
-$7.0K
2,748
+0%
增持
USMV
ISHARES TR
-$6.0K
6,131
+2%
增持
OPEN
OPENDOOR TECHNOLOGIES INC
-$5.7K
29,090
+35%
