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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
21Q3 调仓
2021-06-30 → 2021-09-30 · 共 150 项
建仓 11
增持 59
减持 63
清仓 17
方向
标的
Δ市值
现股数(环比)
减持
BABA
ALIBABA GROUP HLDG LTD
-$1.3M
10,893
-14%
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
-$881.5K
23,541
-19%
增持
AAPL
APPLE INC
+$527.4K
63,286
+3%
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。
减持
—
MEDTRONIC PLC
-$521.6K
226,128
-3%
减持
EMB
ISHARES TR
-$509.2K
1,087
-81%
清仓
—
BROOKFIELD ASSET MGMT INC
-$484.0K
0
-100%
增持
MSFT
MICROSOFT CORP
+$440.4K
32,545
+1%
增持
VYM
VANGUARD WHITEHALL FDS
+$373.5K
99,852
+5%
减持
—
ASTRAZENECA PLC
-$368.4K
20
-100%
减持
NVO
NOVO-NORDISK A S
-$329.3K
3,939
-53%
减持
—
LINDE PLC
-$320.9K
193
-85%
增持
ARKG
ARK ETF TR
-$308.4K
17,382
+0%
增持
GOOG
ALPHABET INC
+$297.8K
1,290
+3%
减持
STNE
STONECO LTD
-$294.7K
5,276
-26%
减持
NVS
NOVARTIS AG
-$290.8K
1,756
-63%
建仓
DEW
WISDOMTREE TR
+$286.1K
6,111
增持
VIGI
VANGUARD WHITEHALL FDS
+$269.0K
43,721
+8%
减持
—
GLAXOSMITHKLINE PLC
-$247.7K
609
-91%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$245.4K
41,943
+5%
增持
ARKK
ARK ETF TR
-$241.5K
12,085
+0%
减持
PDD
PINDUODUO INC
-$240.2K
4,102
-15%
减持
—
PAGSEGURO DIGITAL LTD
-$234.5K
9,415
-27%
减持
MELI
MERCADOLIBRE INC
-$232.2K
1,242
-17%
增持
HDV
ISHARES TR
+$226.8K
39,908
+9%
减持
ONC
BEIGENE LTD
-$205.1K
542
-54%
增持
ASB
ASSOCIATED BANC CORP
+$203.4K
9,912
+2184%
增持
IGSB
ISHARES TR
+$194.9K
6,597
+118%
清仓
—
UBS GROUP AG
-$191.8K
0
-100%
增持
MMM
3M CO
-$189.3K
15,696
+6%
减持
NIO
NIO INC
-$173.1K
4,397
-29%
减持
—
CRISPR THERAPEUTICS AG
-$168.4K
3,205
-2%
减持
—
ROYAL DUTCH SHELL PLC
-$161.2K
97
-98%
增持
—
ASML HOLDING N V
+$159.8K
1,291
+11%
减持
—
TRANE TECHNOLOGIES PLC
-$156.8K
200
-81%
减持
—
TE CONNECTIVITY LTD
-$156.5K
151
-88%
增持
AMZN
AMAZON COM INC
-$155.9K
1,027
+0%
减持
—
SURMODICS INC
-$150.5K
11,104
-22%
减持
HDB
HDFC BANK LTD
-$137.8K
498
-79%
减持
T
AT&T INC
-$135.8K
28,301
-10%
减持
BIDU
BAIDU INC
-$135.4K
17
-97%
清仓
—
STELLANTIS N.V
-$129.3K
0
-100%
减持
SNY
SANOFI
-$121.6K
395
-85%
清仓
—
GENERAL ELECTRIC CO
-$120.9K
0
-100%
增持
IVW
ISHARES TR
+$120.5K
86,204
+0%
建仓
GE
GENERAL ELECTRIC CO
+$113.0K
1,097
减持
TCOM
TRIP COM GROUP LTD
-$105.9K
2,634
-50%
减持
TAL
TAL EDUCATION GROUP
-$104.9K
3,415
-29%
建仓
PDO
PIMCO DYNAMIC INCOME OPRNTS
+$104.9K
5,000
减持
SONY
SONY GROUP CORPORATION
-$102.8K
21
-98%
增持
TSLA
TESLA INC
+$102.1K
1,038
+0%
增持
VGT
VANGUARD WORLD FDS
+$102.1K
25,053
+0%
增持
TEVA
TEVA PHARMACEUTICAL INDS LTD
+$101.9K
14,447
+268%
增持
AMGN
AMGEN INC
-$100.7K
3,246
+0%
建仓
FBND
FIDELITY MERRIMACK STR TR
+$99.8K
1,878
减持
—
NXP SEMICONDUCTORS N V
-$99.0K
232
-67%
增持
TDIV
FIRST TR EXCHANGE-TRADED FD
+$97.0K
4,316
+69%
减持
—
IHS MARKIT LTD
-$97.0K
1,830
-34%
增持
VDC
VANGUARD WORLD FDS
+$94.2K
4,270
+16%
减持
SE
SEA LTD
-$91.3K
4,296
-19%
减持
VOD
VODAFONE GROUP PLC NEW
-$90.6K
151
-97%
清仓
—
JAZZ PHARMACEUTICALS PLC
-$89.5K
0
-100%
增持
IUSG
ISHARES TR
+$87.7K
1,966
+75%
清仓
TD
TORONTO DOMINION BK ONT
-$86.7K
0
-100%
增持
SNOW
SNOWFLAKE INC
+$77.6K
1,149
+3%
增持
IDV
ISHARES TR
-$77.0K
41,035
+0%
增持
—
OSI ETF TR
+$73.5K
3,008
+100%
清仓
ERIC
ERICSSON
-$73.0K
0
-100%
减持
JPST
J P MORGAN EXCHANGE-TRADED F
-$71.8K
102,237
-1%
减持
BP
BP PLC
-$70.7K
344
-89%
增持
JPM
JPMORGAN CHASE &CO
+$69.2K
5,031
+4%
减持
ZLAB
ZAI LAB LTD
-$68.9K
374
-39%
增持
HD
HOME DEPOT INC
+$66.9K
2,379
+6%
增持
CMCSA
COMCAST CORP NEW
+$65.0K
9,103
+17%
减持
TAK
TAKEDA PHARMACEUTICAL CO LTD
-$64.7K
1,437
-73%
增持
VYMI
VANGUARD WHITEHALL FDS
+$64.0K
34,637
+6%
清仓
—
DEUTSCHE BANK A G
-$63.6K
0
-100%
减持
GMAB
GENMAB A/S
-$60.1K
1,333
-54%
增持
IRTC
IRHYTHM TECHNOLOGIES INC
+$55.9K
1,335
+299%
增持
PTBD
PACER FDS TR
+$55.9K
7,739
+39%
减持
—
ROYAL CARIBBEAN GROUP
-$50.1K
425
-59%
增持
USB
US BANCORP DEL
+$49.0K
19,560
+0%
增持
TMDX
TRANSMEDICS GROUP INC
+$48.7K
4,709
+46%
增持
ABBV
ABBVIE INC
-$46.9K
12,033
+1%
增持
VUG
VANGUARD INDEX FDS
+$45.0K
982
+17%
减持
TGT
TARGET CORP
-$44.9K
2,929
-1%
增持
AVGO
BROADCOM INC
+$44.0K
2,380
+2%
增持
IEMG
ISHARES INC
-$42.8K
8,446
+0%
清仓
—
SLACK TECHNOLOGIES INC
-$40.7K
0
-100%
减持
—
ARCO PLATFORM LTD
-$40.3K
2,651
-17%
减持
DIS
DISNEY WALT CO
-$38.6K
5,394
-0%
减持
BSX
BOSTON SCIENTIFIC CORP
+$38.1K
163,142
-1%
增持
TDOC
TELADOC HEALTH INC
-$38.1K
1,524
+10%
减持
—
FLEX LTD
-$36.2K
490
-81%
减持
IR
INGERSOLL RAND INC
-$35.8K
176
-81%
减持
—
ALCON AG
-$35.5K
270
-67%
减持
VOO
VANGUARD INDEX FDS
-$35.1K
5,333
-2%
清仓
MFC
MANULIFE FINL CORP
-$34.8K
0
-100%
减持
—
CARNIVAL CORP
-$34.1K
399
-76%
清仓
—
ALKERMES PLC
-$33.7K
0
-100%
增持
BAC
BK OF AMERICA CORP
+$33.6K
3,945
+22%
建仓
BILI
BILIBILI INC
+$33.6K
508
减持
PFE
PFIZER INC
+$31.7K
20,107
-5%
增持
CCI
CROWN CASTLE INTL CORP NEW
+$31.0K
362
+123%
减持
XPEV
XPENG INC
-$30.8K
2,227
-10%
增持
EFV
ISHARES TR
+$30.0K
17,727
+5%
增持
NVDA
NVIDIA CORPORATION
+$29.5K
4,132
+300%
建仓
—
GREENBROOK TMS INC
+$29.4K
3,959
减持
COST
COSTCO WHSL CORP NEW
+$29.0K
650
-2%
增持
FSTA
FIDELITY COVINGTON TRUST
+$28.6K
55,058
+3%
增持
VWO
VANGUARD INTL EQUITY INDEX F
-$28.6K
6,656
+0%
建仓
DTM
DT MIDSTREAM INC
+$28.4K
615
减持
—
JFROG LTD
-$27.9K
1,181
-20%
增持
JNJ
JOHNSON &JOHNSON
-$26.5K
8,202
+0%
增持
COIN
COINBASE GLOBAL INC
+$26.1K
324
+72%
减持
MA
MASTERCARD INCORPORATED
-$25.5K
1,043
-2%
减持
—
LOGITECH INTL S A
-$25.2K
110
-62%
清仓
TRP
TC ENERGY CORP
-$24.8K
0
-100%
减持
—
EXXON MOBIL CORP
-$24.0K
5,454
-0%
减持
V
VISA INC
-$22.8K
1,485
-2%
减持
WPC
WP CAREY INC
-$22.5K
158
-65%
减持
WFC
WELLS FARGO CO NEW
-$22.1K
1,339
-28%
增持
SUB
ISHARES TR
+$22.0K
437
+88%
增持
IEFA
ISHARES TR
+$21.8K
3,826
+9%
清仓
MLCO
MELCO RESORTS AND ENTMNT LTD
-$21.1K
0
-100%
增持
DTE
DTE ENERGY CO
-$20.7K
1,243
+1%
增持
IJT
ISHARES TR
+$19.5K
357
+76%
增持
DGRO
ISHARES TR
+$19.0K
2,349
+20%
建仓
CRM
SALESFORCE COM INC
+$19.0K
70
建仓
—
LAM RESEARCH CORP
+$18.8K
33
清仓
STM
STMICROELECTRONICS N V
-$18.3K
0
-100%
增持
QQQ
INVESCO QQQ TR
+$18.1K
5,072
+0%
增持
VCR
VANGUARD WORLD FDS
+$18.1K
491
+15%
减持
VEA
VANGUARD TAX-MANAGED INTL FD
-$18.1K
6,701
-3%
建仓
XLRE
SELECT SECTOR SPDR TR
+$18.0K
406
减持
ABT
ABBOTT LABS
+$17.6K
8,829
-0%
增持
MO
ALTRIA GROUP INC
-$17.5K
8,133
+0%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$16.9K
125
+16%
减持
IJH
ISHARES TR
-$16.3K
1,093
-3%
减持
MUB
ISHARES TR
-$16.2K
5,023
-2%
减持
CPNG
COUPANG INC
-$16.1K
57
-86%
增持
INTC
INTEL CORP
+$14.5K
4,081
+13%
清仓
BEKE
KE HLDGS INC
-$14.3K
0
-100%
清仓
RY
ROYAL BK CDA
-$13.7K
0
-100%
建仓
CVRX
CVRX INC
+$13.3K
807
增持
KURE
KRANESHARES TR
+$13.2K
1,209
+72%
清仓
SU
SUNCOR ENERGY INC NEW
-$12.6K
0
-100%
减持
—
MICRO FOCUS INTL PLC
-$12.2K
10
-99%
增持
EFG
ISHARES TR
+$12.1K
1,281
+11%
减持
JD
JD.COM INC
-$11.4K
28
-83%
增持
UNH
UNITEDHEALTH GROUP INC
-$10.9K
3,689
+2%
