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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
21Q2 调仓
2020-12-31 → 2021-06-30 · 共 150 项
建仓 20
增持 100
减持 25
清仓 5
方向
标的
Δ市值
现股数(环比)
增持
VYM
VANGUARD WHITEHALL FDS
+$2.1M
94,934
+11%
增持
—
MEDTRONIC PLC
+$1.8M
232,552
+1%
增持
HDV
ISHARES TR
+$1.8M
36,620
+84%
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
MSFT
MICROSOFT CORP
+$1.6M
32,244
+1%
增持
VGT
VANGUARD WORLD FDS
+$1.4M
24,955
+3%
增持
FSTA
FIDELITY COVINGTON TRUST
+$1.2M
53,417
+103%
增持
IVW
ISHARES TR
+$1.1M
85,945
+7%
增持
GOOG
ALPHABET INC
+$1.0M
1,253
+4%
增持
EFV
ISHARES TR
+$855.3K
16,835
+4851%
减持
JPST
J P MORGAN EXCHANGE-TRADED F
-$854.8K
103,610
-14%
减持
BSX
BOSTON SCIENTIFIC CORP
+$830.1K
164,655
-5%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$798.4K
40,036
+5%
增持
MMM
3M CO
+$786.5K
14,815
+20%
减持
PFE
PFIZER INC
-$728.6K
21,275
-50%
增持
SE
SEA LTD
+$604.7K
5,319
+24%
增持
META
FACEBOOK INC
+$596.2K
4,410
+29%
减持
MUB
ISHARES TR
-$588.5K
5,117
-50%
增持
PDD
PINDUODUO INC
+$576.8K
4,819
+2322%
减持
MRK
MERCK &CO INC
-$533.9K
1,553
-81%
增持
VIGI
VANGUARD WHITEHALL FDS
+$504.0K
40,521
+8%
增持
ARKG
ARK ETF TR
+$439.2K
17,375
+39%
增持
UNH
UNITEDHEALTH GROUP INC
+$421.0K
3,626
+23%
增持
VYMI
VANGUARD WHITEHALL FDS
+$405.1K
32,711
+9%
增持
ABT
ABBOTT LABS
+$382.7K
8,845
+51%
增持
IDV
ISHARES TR
+$354.1K
40,903
+24%
增持
AMZN
AMAZON COM INC
+$350.8K
1,026
+5%
增持
AVGO
BROADCOM INC
+$346.6K
2,328
+33%
增持
—
ASML HOLDING N V
+$337.7K
1,161
+22%
增持
TSLA
TESLA INC
+$332.3K
1,034
+97%
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$322.0K
29,209
-0%
增持
NVDA
NVIDIA CORPORATION
+$318.4K
1,033
+6%
增持
U
UNITY SOFTWARE INC
+$306.8K
5,842
+168%
增持
ARKK
ARK ETF TR
+$303.6K
12,060
+18%
建仓
—
CREE INC
+$261.1K
2,666
增持
—
CRISPR THERAPEUTICS AG
+$253.5K
3,256
+82%
增持
VDE
VANGUARD WORLD FDS
+$237.6K
6,691
+28%
增持
JPM
JPMORGAN CHASE &CO
+$235.5K
4,850
+19%
减持
KMB
KIMBERLY-CLARK CORP
-$230.9K
208
-89%
增持
ABBV
ABBVIE INC
+$222.7K
11,940
+14%
增持
TAL
TAL EDUCATION GROUP
-$219.4K
4,814
+1%
增持
ARKW
ARK ETF TR
+$214.3K
8,775
+13%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$213.5K
860
-80%
增持
TDOC
TELADOC HEALTH INC
+$212.7K
1,391
+1396%
增持
QCOM
QUALCOMM INC
+$206.2K
1,900
+343%
增持
USB
US BANCORP DEL
+$204.1K
19,547
+0%
清仓
—
TCF FINL CORP
-$193.4K
0
-100%
减持
AAPL
APPLE INC
+$192.7K
61,533
-1%
增持
ILMN
ILLUMINA INC
+$191.9K
1,465
+8%
增持
—
PAGSEGURO DIGITAL LTD
+$186.8K
12,901
+37%
减持
SO
SOUTHERN CO
-$184.5K
256
-92%
增持
IYW
ISHARES TR
+$183.3K
11,291
+2%
建仓
IMCG
ISHARES TR
+$171.1K
2,484
增持
HD
HOME DEPOT INC
+$169.2K
2,239
+9%
减持
DUK
DUKE ENERGY CORP NEW
-$159.0K
168
-91%
增持
ARKF
ARK ETF TR
+$158.6K
9,770
+31%
减持
TGT
TARGET CORP
+$157.5K
2,957
-6%
清仓
ICSH
ISHARES TR
-$150.3K
0
-100%
增持
PTBD
PACER FDS TR
+$150.0K
5,557
+3732%
建仓
VALE
VALE S A
+$148.9K
6,527
增持
VNQ
VANGUARD INDEX FDS
+$147.3K
8,547
+0%
建仓
GM
GENERAL MTRS CO
+$138.5K
2,341
增持
IETC
ISHARES U S ETF TR
+$136.7K
9,185
+18%
增持
IVV
ISHARES TR
+$135.7K
1,588
+9%
建仓
HBAN
HUNTINGTON BANCSHARES INC
+$135.4K
9,485
建仓
VCR
VANGUARD WORLD FDS
+$134.1K
427
建仓
—
STELLANTIS N.V
+$129.3K
6,560
增持
ARKQ
ARK ETF TR
+$129.3K
6,451
+15%
减持
SPY
SPDR S&P 500 ETF TR
-$127.2K
5,877
-17%
减持
EMB
ISHARES TR
-$123.0K
5,592
-14%
增持
VDC
VANGUARD WORLD FDS
+$120.0K
3,677
+16%
增持
—
EXXON MOBIL CORP
+$119.5K
5,466
+0%
减持
T
AT&T INC
-$119.3K
31,278
-12%
清仓
—
FIAT CHRYSLER AUTOMOBILES N
-$118.7K
0
-100%
增持
STNE
STONECO LTD
-$114.0K
7,126
+1%
增持
NIO
NIO INC
+$110.8K
6,198
+38%
建仓
TMDX
TRANSMEDICS GROUP INC
+$107.1K
3,229
增持
XPEV
XPENG INC
+$102.0K
2,476
+1231%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$93.9K
5,080
+199%
增持
VTV
VANGUARD INDEX FDS
+$91.1K
3,433
+7%
清仓
—
ISHARES GOLD TRUST
-$87.1K
0
-100%
增持
IEMG
ISHARES INC
+$86.5K
8,426
+9%
建仓
—
OSI ETF TR
+$85.8K
1,504
增持
—
LINDE PLC
+$84.3K
1,306
+17%
增持
FCOM
FIDELITY COVINGTON TRUST
+$82.0K
3,983
+34%
增持
MELI
MERCADOLIBRE INC
+$81.6K
1,488
+11%
减持
VOO
VANGUARD INDEX FDS
-$81.5K
5,434
-16%
建仓
IAU
ISHARES GOLD TR
+$80.9K
2,400
增持
EFG
ISHARES TR
+$78.0K
1,159
+153%
增持
MU
MICRON TECHNOLOGY INC
+$77.3K
1,529
+118%
增持
ZLAB
ZAI LAB LTD
+$76.1K
612
+157%
增持
IJR
ISHARES TR
+$75.4K
2,052
+21%
增持
—
ISHARES U S ETF TR
+$73.6K
7,900
+26%
增持
DGRO
ISHARES TR
+$66.4K
1,965
+170%
增持
COST
COSTCO WHSL CORP NEW
+$66.1K
665
+27%
增持
PYPL
PAYPAL HLDGS INC
+$65.5K
1,128
+0%
减持
IQ
IQIYI INC
-$64.8K
225
-94%
增持
IJS
ISHARES TR
+$63.0K
2,496
+1%
增持
—
IHS MARKIT LTD
+$62.9K
2,755
+0%
增持
ICLN
ISHARES TR
+$62.5K
2,928
+1237%
增持
CMCSA
COMCAST CORP NEW
+$58.5K
7,790
+6%
增持
DOCU
DOCUSIGN INC
+$57.7K
964
+1%
增持
EXAS
EXACT SCIENCES CORP
+$57.4K
687
+226%
增持
VEEV
VEEVA SYS INC
+$56.5K
265
+179%
增持
EFA
ISHARES TR
+$56.4K
3,353
+18%
清仓
KXI
ISHARES TR
-$55.8K
0
-100%
减持
CSCO
CISCO SYS INC
+$54.9K
7,319
-2%
增持
MO
ALTRIA GROUP INC
+$54.4K
8,131
+0%
增持
VHT
VANGUARD WORLD FDS
+$53.8K
2,272
+0%
增持
SQ
SQUARE INC
+$53.1K
1,779
+2%
建仓
PBW
INVESCO EXCHANGE TRADED FD T
+$51.2K
549
建仓
NDMO
NUVEEN DYNAMIC MUN OPPORTUNI
+$50.6K
3,000
增持
V
VISA INC
+$49.9K
1,512
+9%
增持
VUG
VANGUARD INDEX FDS
+$48.0K
836
+10%
建仓
COIN
COINBASE GLOBAL INC
+$47.6K
188
增持
PWV
INVESCO EXCHANGE TRADED FD T
+$47.3K
6,468
+4%
减持
AMGN
AMGEN INC
-$47.0K
3,245
-11%
建仓
VONG
VANGUARD SCOTTSDALE FDS
+$45.2K
648
增持
SNOW
SNOWFLAKE INC
+$43.9K
1,116
+39%
增持
XLE
SELECT SECTOR SPDR TR
+$43.5K
2,602
+2%
减持
IJH
ISHARES TR
+$43.0K
1,131
-0%
增持
ASAN
ASANA INC
+$42.8K
928
+86%
增持
VZ
VERIZON COMMUNICATIONS INC
+$42.7K
3,463
+34%
增持
ITOT
ISHARES TR
+$42.5K
805
+88%
增持
F
FORD MTR CO DEL
+$42.4K
6,838
+2%
增持
NEE
NEXTERA ENERGY INC
+$40.3K
1,456
+69%
增持
GIS
GENERAL MLS INC
+$39.5K
16,544
+0%
建仓
FTCS
FIRST TR EXCHANGE-TRADED FD
+$38.9K
515
增持
IBB
ISHARES TR
+$38.8K
250
+1686%
增持
IEFA
ISHARES TR
+$37.5K
3,504
+8%
建仓
—
ALTERYX INC
+$37.2K
433
增持
—
NXP SEMICONDUCTORS N V
+$37.1K
702
+4%
减持
CVX
CHEVRON CORP NEW
+$37.0K
2,011
-2%
增持
DAL
DELTA AIR LINES INC DEL
+$35.8K
7,214
+5%
增持
TEVA
TEVA PHARMACEUTICAL INDS LTD
+$35.5K
3,921
+1040%
增持
TCOM
TRIP COM GROUP LTD
+$34.6K
5,272
+17%
建仓
WPC
WP CAREY INC
+$34.0K
456
增持
MA
MASTERCARD INCORPORATED
+$34.0K
1,063
+7%
增持
IUSG
ISHARES TR
+$33.9K
1,125
+25%
增持
TDIV
FIRST TR EXCHANGE-TRADED FD
+$33.6K
2,559
+12%
减持
JNJ
JOHNSON &JOHNSON
+$33.5K
8,201
-2%
增持
VOE
VANGUARD INDEX FDS
+$33.0K
921
+14%
建仓
LUMN
LUMEN TECHNOLOGIES INC
+$32.6K
2,402
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$32.6K
6,655
+1%
减持
BAC
BK OF AMERICA CORP
+$32.4K
3,246
-3%
建仓
KURE
KRANESHARES TR
+$32.0K
703
增持
IMCB
ISHARES TR
+$31.7K
724
+906%
减持
PG
PROCTER AND GAMBLE CO
-$31.6K
674
-23%
增持
LMND
LEMONADE INC
+$31.0K
412
+258%
建仓
BWAY
BRAINSWAY LTD
+$30.1K
2,955
减持
DFE
WISDOMTREE TR
+$29.9K
6,423
-6%
