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Financial Perspectives, Inc 13F 持仓明细(2026-03-31) · 小隐寺数据中心

Financial Perspectives, Inc

报告期 2026-03-31 · CIK 0002003287

持仓数

716

前50大市值合计

$281.7M

报告期

2026-03-31

当前持仓调仓

前 50 大持仓

标的

类型

市值

股数

占比*

VYM VANGUARD WHITEHALL FDS

HIGH DIV YLD

$21.5M

145,107

7.6%

VGT VANGUARD WORLD FD

INF TECH ETF

$19.5M

27,938

6.9%

— MEDTRONIC PLC

SHS

$19.0M

218,905

6.7%

AAPL APPLE INC

COM

$16.6M

65,530

5.9%

VYMI VANGUARD WHITEHALL FDS

INTL HIGH ETF

$13.0M

137,698

4.6%

MSFT MICROSOFT CORP

COM

$12.4M

33,429

4.4%

TSM TAIWAN SEMICONDUCTOR MANUFAC

SPONSORED ADS

$11.2M

33,198

4.0%

IVW ISHARES TR

S&P 500 GRWT ETF

$11.2M

98,946

4.0%

HDV ISHARES TR

CORE HIGH DV ETF

$10.2M

74,831

3.6%

AVGO BROADCOM INC

COM

$10.0M

32,404

3.6%

VIG VANGUARD SPECIALIZED FUNDS

DIV APP ETF

$9.9M

45,928

3.5%

VIGI VANGUARD WHITEHALL FDS

INTL DVD ETF

$9.8M

110,433

3.5%

BSX BOSTON SCIENTIFIC CORP

COM

$8.4M

134,570

3.0%

GOOG ALPHABET INC

CAP STK CL C

$7.9M

27,592

2.8%

NVDA NVIDIA CORPORATION

COM

$7.9M

45,075

2.8%

FSTA FIDELITY COVINGTON TRUST

CONSMR STAPLES

$7.1M

135,678

2.5%

FTEC FIDELITY COVINGTON TRUST

MSCI INFO TECH I

$6.1M

29,124

2.2%

DGRO ISHARES TR

CORE DIV GRWTH

$5.3M

75,182

1.9%

IVV ISHARES TR

CORE S&P500 ETF

$5.0M

7,685

1.8%

SPY STATE STR SPDR S&P 500 ETF T

TR UNIT

$4.7M

7,182

1.7%

AMZN AMAZON COM INC

COM

$4.6M

22,088

1.6%

VDC VANGUARD WORLD FD

CONSUM STP ETF

$3.3M

14,576

1.2%

TSLA TESLA INC

COM

$3.2M

8,627

1.1%

JPM JPMORGAN CHASE & CO

COM

$3.1M

10,643

1.1%

ABBV ABBVIE INC

COM

$2.9M

13,217

1.0%

VOO VANGUARD INDEX FDS

S&P 500 ETF SHS

$2.7M

4,574

1.0%

CGGO CAPITAL GROUP GBL GROWTH EQT

SHS CREATION UNI

$2.6M

78,572

0.9%

IDV ISHARES TR

INTL SEL DIV ETF

$2.6M

61,509

0.9%

META META PLATFORMS INC

CL A

$2.5M

4,404

0.9%

SCHD SCHWAB STRATEGIC TR

US DIVIDEND EQ

$2.5M

80,153

0.9%

IYW ISHARES TR

U.S. TECH ETF

$2.3M

12,924

0.8%

— ASML HLDG NV

N Y REGISTRY SHS

$2.3M

1,757

0.8%

MELI MERCADOLIBRE INC

COM

$2.3M

1,323

0.8%

SHOP SHOPIFY INC

CL A SUB VTG SHS

$2.2M

18,858

0.8%

CGGR CAPITAL GROUP GROWTH ETF

SHS CREATION UNI

$2.2M

54,333

0.8%

MMM 3M CO

COM

$2.0M

13,926

0.7%

QQQ INVESCO QQQ TR

UNIT SER 1

$2.0M

3,451

0.7%

JNJ JOHNSON & JOHNSON

COM

$2.0M

8,020

0.7%

FENY FIDELITY COVINGTON TRUST

MSCI ENERGY IDX

$1.9M

56,920

0.7%

JPST J P MORGAN EXCHANGE TRADED F

ULTRA SHRT ETF

$1.8M

35,483

0.6%

IWF ISHARES TR

RUS 1000 GRW ETF

$1.7M

3,915

0.6%

MU MICRON TECHNOLOGY INC

COM

$1.7M

4,909

0.6%

CNQ CANADIAN NAT RES LTD MED TER

COM

$1.6M

33,553

0.6%

VTV VANGUARD INDEX FDS

VALUE ETF

$1.5M

7,582

0.5%

BRK/B BERKSHIRE HATHAWAY INC DEL

CL B NEW

$1.4M

2,952

0.5%

VEA VANGUARD TAX-MANAGED FDS

VAN FTSE DEV MKT

$1.3M

20,542

0.5%

AMGN AMGEN INC

COM

$1.3M

3,667

0.5%

COST COSTCO WHOLESALE CORPORATION

COM

$1.2M

1,252

0.4%

FNDF SCHWAB STRATEGIC TR

FUNDAMENTAL INTL

$1.2M

24,230

0.4%

UNH UNITEDHEALTH GROUP INC

COM

$1.2M

4,283

0.4%

* 占比按本页前 50 大持仓市值合计计算

持仓集中度按前 50 大市值

36%前 6 大占比

VYM7.6%VGT6.9%MEDTRONIC PLC6.7%AAPL5.9%VYMI4.6%MSFT4.4%