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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
$281.7M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($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
20Q4
20Q3
20Q2
20Q1
19Q4
20Q1 调仓
2019-12-31 → 2020-03-31 · 共 150 项
建仓 19
增持 108
减持 19
清仓 4
方向
标的
Δ市值
现股数(环比)
减持
JPST
J P MORGAN EXCHANGE-TRADED F
-$10.6M
339,050
-38%
减持
—
MEDTRONIC PLC
-$5.4M
227,842
-0%
减持
ICSH
ISHARES TR
-$2.8M
150,227
-26%
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
VGT
VANGUARD WORLD FDS
+$2.2M
11,287
+1150%
增持
BSX
BOSTON SCIENTIFIC CORP
-$2.1M
181,086
+2%
增持
SPY
SPDR S&P 500 ETF TR
+$1.4M
7,068
+413%
增持
VOO
VANGUARD INDEX FDS
+$1.3M
5,643
+6386%
增持
VYM
VANGUARD WHITEHALL FDS
-$1.2M
84,762
+11%
减持
IVW
ISHARES TR
-$674.3K
19,346
-3%
增持
AMZN
AMAZON COM INC
+$541.2K
796
+46%
减持
MMM
3M CO
-$500.4K
12,039
-1%
增持
USB
US BANCORP DEL
-$479.8K
19,344
+0%
增持
MSFT
MICROSOFT CORP
+$454.8K
28,410
+11%
增持
HDV
ISHARES TR
+$428.4K
16,100
+118%
清仓
—
BROOKFIELD ASSET MGMT INC
-$365.8K
0
-100%
增持
QQQ
INVESCO QQQ TR
+$323.3K
3,210
+137%
减持
DFE
WISDOMTREE TR
-$317.3K
10,818
-7%
减持
T
AT&T INC
-$301.3K
28,189
-2%
增持
PFE
PFIZER INC
-$260.4K
41,413
+1%
增持
BABA
ALIBABA GROUP HLDG LTD
+$211.0K
5,117
+38%
增持
VNQ
VANGUARD INDEX FDS
-$204.8K
9,026
+0%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$200.8K
27,385
+30%
增持
VIGI
VANGUARD WHITEHALL FDS
+$179.5K
17,386
+50%
增持
—
EXXON MOBIL CORP
-$178.0K
5,606
+0%
增持
DIS
DISNEY WALT CO
-$152.4K
4,908
+13%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$151.5K
20,422
+44%
增持
VHT
VANGUARD WORLD FDS
+$147.0K
1,775
+130%
增持
FSTA
FIDELITY COVINGTON TR
+$145.5K
7,703
+180%
清仓
—
INGERSOLL-RAND PLC
-$138.1K
0
-100%
增持
AMGN
AMGEN INC
-$125.1K
3,590
+1%
增持
JPM
JPMORGAN CHASE &CO
-$124.7K
3,582
+12%
增持
ABBV
ABBVIE INC
-$119.5K
10,026
+0%
增持
AAPL
APPLE INC
-$113.3K
17,072
+13%
增持
VDE
VANGUARD WORLD FDS
-$112.8K
6,041
+43%
增持
GOOG
ALPHABET INC
+$112.1K
922
+28%
增持
IDV
ISHARES TR
+$110.8K
35,815
+72%
增持
DAL
DELTA AIR LINES INC DEL
-$109.9K
6,660
+30%
增持
JNJ
JOHNSON &JOHNSON
-$108.5K
8,411
+1%
增持
MA
MASTERCARD INC
+$108.1K
477
+1888%
建仓
HUM
HUMANA INC
+$106.1K
338
增持
—
ROYAL DUTCH SHELL PLC
-$100.8K
4,190
+0%
增持
TGT
TARGET CORP
-$95.8K
3,121
+4%
增持
MO
ALTRIA GROUP INC
-$91.3K
8,124
+0%
增持
AVGO
BROADCOM INC
+$87.6K
1,390
+81%
减持
IJH
ISHARES TR
-$86.1K
957
-12%
建仓
—
TRANE TECHNOLOGIES PLC
+$85.8K
1,039
增持
PWV
INVESCO EXCHANGE TRADED FD T
-$84.8K
7,632
+0%
增持
—
GLAXOSMITHKLINE PLC
-$79.9K
8,789
+0%
增持
CSCO
CISCO SYS INC
-$79.1K
9,857
+1%
增持
VEA
VANGUARD TAX-MANAGED INTL FD
-$78.0K
7,282
+0%
增持
IJS
ISHARES TR
-$76.5K
1,265
+0%
增持
IVE
ISHARES TR
-$75.1K
2,294
+1%
增持
IYW
ISHARES TR
-$74.6K
2,732
+0%
增持
CMCSA
COMCAST CORP NEW
-$64.3K
7,115
+4%
建仓
IETC
ISHARES U S ETF TR
+$61.9K
2,130
清仓
—
UNITED TECHNOLOGIES CORP
-$60.5K
0
-100%
增持
TAL
TAL EDUCATION GROUP
+$60.2K
1,386
+391%
增持
XLE
SELECT SECTOR SPDR TR
-$53.5K
2,590
+21%
增持
TCOM
TRIP COM GROUP LTD
-$51.5K
6,774
+8%
增持
IEMG
ISHARES INC
-$51.5K
5,361
+7%
增持
HDB
HDFC BANK LTD
-$49.6K
5,743
+35%
增持
VTI
VANGUARD INDEX FDS
-$49.4K
2,817
+12%
增持
VFC
V F CORP
-$45.2K
996
+0%
增持
CGW
INVESCO EXCHANGE-TRADED FD T
-$43.6K
5,536
+0%
减持
C
CITIGROUP INC
-$43.6K
615
-29%
增持
VYMI
VANGUARD WHITEHALL FDS
+$41.8K
28,765
+45%
减持
GLD
SPDR GOLD TRUST
-$40.9K
798
-28%
增持
DOCU
DOCUSIGN INC
+$39.4K
944
+46%
增持
NVS
NOVARTIS A G
-$39.2K
4,065
+3%
增持
MCD
MCDONALDS CORP
+$37.6K
967
+56%
建仓
TSLA
TESLA INC
+$36.2K
69
增持
BP
BP PLC
-$35.4K
3,160
+6%
增持
NTES
NETEASE INC
+$34.6K
230
+80%
建仓
—
DEUTSCHE BANK A G
+$34.3K
5,349
建仓
REGN
REGENERON PHARMACEUTICALS
+$33.2K
68
清仓
PGR
PROGRESSIVE CORP OHIO
-$32.9K
0
-100%
增持
STNE
STONECO LTD
+$32.3K
3,228
+239%
增持
IEFA
ISHARES TR
-$31.6K
3,317
+10%
增持
VPU
VANGUARD WORLD FDS
+$31.5K
766
+77%
增持
XLP
SELECT SECTOR SPDR TR
-$31.3K
3,752
+0%
减持
F
FORD MTR CO DEL
-$31.0K
6,735
-1%
增持
VOD
VODAFONE GROUP PLC NEW
-$30.6K
5,519
+0%
增持
—
GENERAL ELECTRIC CO
-$29.7K
9,809
+2%
增持
RWX
SPDR INDEX SHS FDS
-$28.2K
2,353
+0%
增持
NOW
SERVICENOW INC
+$28.0K
470
+24%
增持
MELI
MERCADOLIBRE INC
+$26.4K
74
+335%
增持
ONC
BEIGENE LTD
+$25.5K
907
+74%
增持
—
SEATTLE GENETICS INC
+$25.3K
307
+245%
建仓
—
SLACK TECHNOLOGIES INC
+$24.7K
919
增持
—
ROYAL CARIBBEAN CRUISES LTD
-$24.1K
912
+128%
增持
IUSV
ISHARES TR
-$22.8K
1,401
+1%
增持
—
ATLASSIAN CORP PLC
+$22.8K
613
+20%
建仓
IR
INGERSOLL RAND INC
+$22.7K
916
减持
APD
AIR PRODS &CHEMS INC
-$22.3K
105
-43%
增持
MU
MICRON TECHNOLOGY INC
+$22.1K
1,805
+81%
增持
KO
COCA COLA CO
-$21.5K
2,547
+5%
建仓
—
ALEXION PHARMACEUTICALS INC
+$21.4K
238
增持
AFL
AFLAC INC
+$20.6K
864
+408%
减持
DUK
DUKE ENERGY CORP NEW
-$20.4K
1,918
-0%
建仓
IWN
ISHARES TR
+$19.6K
239
增持
FIS
FIDELITY NATL INFORMATION SV
+$18.9K
312
+128%
增持
VZ
VERIZON COMMUNICATIONS INC
-$18.7K
2,538
+0%
减持
XEL
XCEL ENERGY INC
-$18.4K
2,889
-5%
增持
AAL
AMERICAN AIRLS GROUP INC
-$18.0K
1,448
+16%
增持
ECL
ECOLAB INC
-$17.9K
749
+7%
增持
BMY
BRISTOL-MYERS SQUIBB CO
-$17.8K
4,125
+7%
减持
PRU
PRUDENTIAL FINL INC
-$17.1K
338
-9%
增持
HTHT
HUAZHU GROUP LTD
-$16.6K
1,514
+1%
增持
—
PAGSEGURO DIGITAL LTD
+$16.6K
1,433
+340%
增持
DOC
HEALTHPEAK PROPERTIES INC
-$16.5K
1,608
+1%
增持
FREL
FIDELITY COVINGTON TR
-$15.8K
2,382
+2%
建仓
ZM
ZOOM VIDEO COMMUNICATIONS IN
+$15.8K
108
增持
BAC
BK OF AMERICA CORP
-$15.3K
3,463
+37%
增持
GOOGL
ALPHABET INC
+$14.8K
128
+28%
增持
—
CARNIVAL CORP
+$14.3K
1,474
+1374%
增持
AMAT
APPLIED MATLS INC
-$14.2K
945
+0%
减持
—
UBS AG LONDON BRANCH
-$14.2K
1,326
-17%
减持
—
UBS AG JERSEY BRH
-$13.8K
894
-18%
增持
SLB
SCHLUMBERGER LTD
-$13.8K
518
+0%
增持
HIG
HARTFORD FINL SVCS GROUP INC
-$13.6K
541
+1%
减持
CVS
CVS HEALTH CORP
-$13.5K
261
-33%
建仓
BKNG
BOOKING HLDGS INC
+$13.5K
10
增持
COST
COSTCO WHSL CORP NEW
+$13.4K
346
+19%
增持
MDB
MONGODB INC
+$13.3K
531
+18%
增持
PH
PARKER HANNIFIN CORP
-$13.0K
173
+1%
建仓
—
NORWEGIAN CRUISE LINE HLDG L
+$12.9K
1,180
增持
PKW
INVESCO EXCHANGE TRADED FD T
-$12.8K
638
+1%
建仓
RNG
RINGCENTRAL INC
+$12.5K
59
减持
IYF
ISHARES TR
-$11.0K
199
-10%
建仓
MRNA
MODERNA INC
+$10.9K
365
建仓
—
VIRGIN GALACTIC HOLDINGS INC
+$10.9K
736
增持
XLF
SELECT SECTOR SPDR TR
-$10.6K
1,077
+1%
增持
UNH
UNITEDHEALTH GROUP INC
+$10.5K
1,939
+21%
增持
BA
BOEING CO
+$10.5K
549
+151%
建仓
PANW
PALO ALTO NETWORKS INC
+$10.0K
61
增持
VICE
ADVISORSHARES TR
-$9.6K
1,619
+0%
建仓
—
NEW ORIENTAL ED &TECH GRP I
+$9.6K
89
增持
DLR
DIGITAL RLTY TR INC
+$9.6K
467
+1%
增持
IVV
ISHARES TR
-$9.5K
1,175
+21%
建仓
SE
SEA LTD
+$9.1K
205
增持
AMD
ADVANCED MICRO DEVICES INC
+$9.1K
249
+408%
增持
—
INNOVATOR ETFS TR
+$8.8K
545
+195%
增持
SCHD
SCHWAB STRATEGIC TR
+$8.7K
291
+283%
增持
RPM
RPM INTL INC
+$8.6K
357
+116%
增持
SONY
SONY CORP
-$8.1K
1,081
+2%
增持
IUSG
ISHARES TR
-$7.9K
766
+0%
增持
VLO
VALERO ENERGY CORP
+$7.9K
304
+383%
增持
SQ
SQUARE INC
-$7.7K
1,749
+10%
增持
MAS
MASCO CORP
-$7.6K
575
+0%
增持
HD
HOME DEPOT INC
-$7.0K
1,793
+15%
