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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
20Q4 调仓
2020-09-30 → 2020-12-31 · 共 150 项
建仓 19
增持 102
减持 23
清仓 6
方向
标的
Δ市值
现股数(环比)
减持
JPST
J P MORGAN EXCHANGE-TRADED F
-$5.8M
120,338
-49%
减持
—
MEDTRONIC PLC
+$3.0M
230,957
-0%
减持
ICSH
ISHARES TR
-$2.3M
2,976
-94%
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
+$2.0M
24,181
+16%
增持
MELI
MERCADOLIBRE INC
+$1.7M
1,335
+165%
增持
VYM
VANGUARD WHITEHALL FDS
+$1.3M
85,234
+7%
增持
AAPL
APPLE INC
+$1.3M
62,061
+3%
增持
ARKK
ARK ETF TR
+$1.3M
10,231
+4059%
增持
ARKG
ARK ETF TR
+$1.2M
12,524
+4754%
增持
ARKW
ARK ETF TR
+$1.1M
7,773
+3549%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$1.0M
29,235
+10%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$980.4K
38,243
+11%
增持
MSFT
MICROSOFT CORP
+$855.1K
31,992
+7%
增持
VIGI
VANGUARD WHITEHALL FDS
+$848.5K
37,361
+23%
增持
SE
SEA LTD
+$788.1K
4,300
+877%
增持
GOOG
ALPHABET INC
+$739.3K
1,203
+29%
增持
BABA
ALIBABA GROUP HLDG LTD
+$715.2K
12,374
+68%
增持
QQQ
INVESCO QQQ TR
+$684.7K
5,071
+56%
增持
VYMI
VANGUARD WHITEHALL FDS
+$682.7K
29,921
+37%
增持
AMZN
AMAZON COM INC
+$656.6K
976
+22%
增持
IVW
ISHARES TR
+$652.9K
80,659
+315%
增持
VOO
VANGUARD INDEX FDS
+$582.9K
6,459
+21%
增持
FSTA
FIDELITY COVINGTON TRUST
+$505.2K
26,272
+78%
减持
MUB
ISHARES TR
-$486.7K
10,138
-30%
减持
BSX
BOSTON SCIENTIFIC CORP
-$447.2K
172,755
-1%
清仓
CMF
ISHARES TR
-$446.9K
0
-100%
增持
ARKQ
ARK ETF TR
+$416.8K
5,595
+3097%
增持
DIS
DISNEY WALT CO
+$369.2K
5,400
+10%
增持
ARKF
ARK ETF TR
+$359.5K
7,445
+2699%
增持
STNE
STONECO LTD
+$342.8K
7,053
+50%
增持
—
PAGSEGURO DIGITAL LTD
+$337.6K
9,399
+80%
建仓
U
UNITY SOFTWARE INC
+$334.9K
2,182
建仓
CSR
CENTERSPACE
+$309.1K
4,375
减持
INTC
INTEL CORP
-$296.5K
3,614
-61%
减持
LLY
LILLY ELI &CO
-$291.3K
137
-94%
增持
HDV
ISHARES TR
+$288.9K
19,910
+10%
清仓
—
INVESTORS REAL ESTATE TR
-$285.1K
0
-100%
增持
NVDA
NVIDIA CORPORATION
+$257.0K
973
+110%
增持
AVGO
BROADCOM INC
+$255.1K
1,744
+25%
增持
ABBV
ABBVIE INC
+$240.6K
10,473
+4%
增持
UNH
UNITEDHEALTH GROUP INC
+$239.4K
2,940
+16%
增持
MMM
3M CO
+$227.8K
12,336
+2%
建仓
SNOW
SNOWFLAKE INC
+$226.0K
803
增持
TSLA
TESLA INC
+$222.5K
525
+52%
增持
USB
US BANCORP DEL
+$214.7K
19,522
+1%
减持
IVE
ISHARES TR
-$204.7K
443
-81%
增持
NIO
NIO INC
+$203.0K
4,492
+499%
增持
—
CRISPR THERAPEUTICS AG
+$198.9K
1,787
+100%
减持
—
ISHARES GOLD TRUST
-$197.6K
4,802
-70%
增持
ILMN
ILLUMINA INC
+$162.9K
1,355
+24%
清仓
NTNX
NUTANIX INC
-$159.9K
0
-100%
增持
JPM
JPMORGAN CHASE &CO
+$158.8K
4,083
+9%
增持
TAL
TAL EDUCATION GROUP
+$155.4K
4,766
+95%
增持
VHT
VANGUARD WORLD FDS
+$145.4K
2,269
+28%
减持
VDC
VANGUARD WORLD FDS
-$143.6K
3,169
-25%
增持
IVV
ISHARES TR
+$143.1K
1,457
+21%
增持
V
VISA INC
+$140.6K
1,388
+70%
增持
HUM
HUMANA INC
+$137.6K
676
+100%
减持
IDV
ISHARES TR
+$133.7K
32,953
-2%
增持
AMD
ADVANCED MICRO DEVICES INC
+$124.9K
1,406
+2769%
增持
META
FACEBOOK INC
+$119.3K
3,431
+10%
增持
VDE
VANGUARD WORLD FDS
+$117.8K
5,210
+38%
清仓
—
SEATTLE GENETICS INC
-$117.4K
0
-100%
减持
HON
HONEYWELL INTL INC
+$116.5K
2,937
-5%
增持
IETC
ISHARES U S ETF TR
+$114.9K
7,754
+30%
增持
VUG
VANGUARD INDEX FDS
+$113.8K
757
+121%
建仓
TDIV
FIRST TR EXCHANGE-TRADED FD
+$113.1K
2,285
增持
IYW
ISHARES TR
+$111.5K
11,036
+302%
增持
IGSB
ISHARES TR
+$108.3K
3,110
+170%
建仓
—
SEAGEN INC
+$105.1K
600
增持
MA
MASTERCARD INCORPORATED
+$102.5K
992
+33%
建仓
VTRS
VIATRIS INC
+$98.5K
5,254
建仓
THG
HANOVER INS GROUP INC
+$94.8K
811
增持
JNJ
JOHNSON &JOHNSON
+$90.0K
8,372
+2%
增持
CHGG
CHEGG INC
+$88.1K
4,574
+1%
减持
—
GLAXOSMITHKLINE PLC
-$80.9K
6,799
-23%
增持
XEL
XCEL ENERGY INC
+$80.0K
3,548
+56%
建仓
—
JFROG LTD
+$75.8K
1,207
增持
AMGN
AMGEN INC
-$75.1K
3,645
+1%
增持
IEMG
ISHARES INC
+$72.7K
7,703
+0%
增持
MCD
MCDONALDS CORP
+$70.1K
1,316
+36%
增持
GOOGL
ALPHABET INC
+$70.0K
147
+15%
减持
—
ASML HOLDING N V
+$66.0K
952
-12%
增持
TGT
TARGET CORP
+$65.7K
3,157
+1%
增持
COST
COSTCO WHSL CORP NEW
+$62.1K
523
+38%
减持
GIS
GENERAL MLS INC
-$58.2K
16,471
-1%
增持
—
ARCO PLATFORM LTD
+$58.0K
2,914
+162%
增持
CMCSA
COMCAST CORP NEW
+$56.5K
7,360
+3%
减持
XLP
SELECT SECTOR SPDR TR
-$55.9K
2,760
-27%
增持
IJH
ISHARES TR
+$55.6K
1,135
+2%
减持
CSCO
CISCO SYS INC
-$55.6K
7,443
-25%
增持
NTES
NETEASE INC
+$55.2K
1,821
+595%
建仓
—
CERIDIAN HCM HLDG INC
+$54.9K
515
减持
VTI
VANGUARD INDEX FDS
+$54.7K
2,531
-2%
增持
VNQ
VANGUARD INDEX FDS
+$53.5K
8,509
+0%
建仓
ESGU
ISHARES TR
+$52.3K
608
增持
IJS
ISHARES TR
+$49.5K
2,461
+100%
减持
RSPU
INVESCO EXCHANGE TRADED FD T
-$49.0K
1,056
-36%
增持
—
GENERAL ELECTRIC CO
+$48.6K
10,409
+2%
增持
HD
HOME DEPOT INC
+$46.8K
2,051
+14%
增持
PYPL
PAYPAL HLDGS INC
+$45.5K
1,124
+2%
减持
—
TCF FINL CORP
+$44.3K
5,223
-18%
增持
CAT
CATERPILLAR INC
+$43.7K
980
+9%
增持
NVS
NOVARTIS AG
+$43.0K
4,461
+3%
增持
ONC
BEIGENE LTD
+$42.8K
1,171
+29%
增持
SCHD
SCHWAB STRATEGIC TR
+$41.9K
1,095
+114%
增持
XLK
SELECT SECTOR SPDR TR
+$41.9K
466
+191%
清仓
LYG
LLOYDS BANKING GROUP PLC
-$40.3K
0
-100%
建仓
PLTR
PALANTIR TECHNOLOGIES INC
+$40.0K
1,700
增持
—
EXXON MOBIL CORP
+$39.5K
5,464
+1%
增持
REGN
REGENERON PHARMACEUTICALS
+$39.3K
174
+118%
减持
—
ROYAL DUTCH SHELL PLC
+$38.5K
4,097
-2%
增持
IJR
ISHARES TR
+$38.1K
1,702
+1%
建仓
DXCM
DEXCOM INC
+$37.7K
102
增持
MU
MICRON TECHNOLOGY INC
+$36.2K
700
+100%
增持
EFAV
ISHARES TR
+$36.1K
5,017
+3%
建仓
PDD
PINDUODUO INC
+$35.4K
199
增持
CGW
INVESCO EXCH TRADED FD TR II
+$35.3K
5,646
+2%
增持
—
ATLASSIAN CORP PLC
+$34.0K
622
+1%
增持
FHLC
FIDELITY COVINGTON TRUST
+$33.4K
616
+1402%
增持
NOW
SERVICENOW INC
+$33.0K
474
+1%
增持
PFE
PFIZER INC
+$31.7K
42,428
+2%
增持
—
FLEX LTD
+$30.5K
2,513
+91%
减持
DFE
WISDOMTREE TR
+$30.1K
6,840
-12%
增持
BAC
BK OF AMERICA CORP
+$29.5K
3,346
+12%
增持
NET
CLOUDFLARE INC
+$29.0K
802
+3%
清仓
—
UNILEVER N V
-$28.9K
0
-100%
增持
CVX
CHEVRON CORP NEW
+$28.8K
2,056
+2%
增持
—
UNILEVER PLC
+$28.7K
634
+309%
增持
—
ASTRAZENECA PLC
-$28.6K
6,169
+0%
增持
PANW
PALO ALTO NETWORKS INC
+$28.4K
122
+100%
建仓
—
LOGITECH INTL S A
+$28.1K
289
建仓
EXAS
EXACT SCIENCES CORP
+$28.0K
211
增持
ZLAB
ZAI LAB LTD
+$26.8K
238
+266%
增持
EFA
ISHARES TR
+$26.7K
2,852
+0%
增持
ABT
ABBOTT LABS
+$25.3K
5,870
+3%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$25.3K
4,368
+7%
增持
FTEC
FIDELITY COVINGTON TRUST
+$24.2K
1,916
+0%
增持
—
NXP SEMICONDUCTORS N V
+$23.1K
675
+0%
建仓
—
VY GLOBAL GROWTH
+$22.6K
2,104
增持
QCOM
QUALCOMM INC
+$22.6K
429
+18%
增持
PEP
PEPSICO INC
+$21.7K
1,277
+6%
增持
XLE
SELECT SECTOR SPDR TR
+$21.3K
2,550
+1%
建仓
LRN
STRIDE INC
+$21.1K
994
减持
PWV
INVESCO EXCHANGE TRADED FD T
-$21.1K
6,216
-19%
增持
FCOM
FIDELITY COVINGTON TRUST
+$20.7K
2,969
+0%
建仓
DIA
SPDR DOW JONES INDL AVERAGE
+$20.4K
67
增持
XLF
SELECT SECTOR SPDR TR
+$20.3K
1,679
+38%
建仓
IJT
ISHARES TR
+$19.8K
173
增持
—
NEW ORIENTAL ED &TECHNOLOGY
+$19.6K
177
+99%
