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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
21Q4 调仓
2021-09-30 → 2021-12-31 · 共 150 项
建仓 17
增持 73
减持 47
清仓 13
方向
标的
Δ市值
现股数(环比)
增持
—
MEDTRONIC PLC
-$4.9M
226,361
+0%
增持
VGT
VANGUARD WORLD FDS
+$3.8M
30,279
+21%
增持
AAPL
APPLE INC
+$2.3M
63,299
+0%
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
VOO
VANGUARD INDEX FDS
+$1.8M
8,879
+66%
增持
MSFT
MICROSOFT CORP
+$1.8M
32,546
+0%
减持
BABA
ALIBABA GROUP HLDG LTD
-$1.5M
583
-95%
增持
QQQ
INVESCO QQQ TR
+$1.3M
7,760
+53%
增持
VYM
VANGUARD WHITEHALL FDS
+$1.1M
101,465
+2%
增持
IVW
ISHARES TR
+$929.6K
87,258
+1%
增持
HDV
ISHARES TR
+$923.9K
46,397
+16%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$903.3K
42,770
+2%
减持
ARKG
ARK ETF TR
-$881.9K
6,807
-61%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$645.3K
27,210
+16%
增持
FSTA
FIDELITY COVINGTON TRUST
+$608.6K
62,413
+13%
减持
ARKK
ARK ETF TR
-$584.4K
7,943
-34%
建仓
—
BROOKFIELD ASSET MGMT INC
+$573.2K
9,494
减持
ARKW
ARK ETF TR
-$543.6K
5,692
-35%
增持
TSLA
TESLA INC
+$449.4K
1,187
+14%
减持
MELI
MERCADOLIBRE INC
-$421.2K
1,235
-1%
减持
—
PAGSEGURO DIGITAL LTD
-$381.7K
4,014
-57%
增持
NVDA
NVIDIA CORPORATION
+$369.0K
4,165
+1%
减持
PDD
PINDUODUO INC
-$367.2K
81
-98%
增持
IDV
ISHARES TR
+$339.2K
50,914
+24%
减持
—
SURMODICS INC
-$327.8K
6,014
-46%
减持
CHGG
CHEGG INC
-$313.5K
70
-98%
建仓
—
WOLFSPEED INC
+$298.0K
2,666
减持
ARKF
ARK ETF TR
-$273.4K
5,112
-48%
减持
PFE
PFIZER INC
+$268.1K
19,186
-5%
增持
—
OSI ETF TR
+$256.9K
8,454
+181%
增持
XPEV
XPENG INC
+$256.2K
6,663
+199%
建仓
IFRA
ISHARES TR
+$254.4K
6,651
减持
—
CRISPR THERAPEUTICS AG
-$230.3K
1,695
-47%
增持
JD
JD.COM INC
+$225.9K
3,253
+11518%
增持
NVO
NOVO-NORDISK A S
+$225.3K
5,388
+37%
清仓
—
CREE INC
-$215.2K
0
-100%
增持
VDC
VANGUARD WORLD FDS
+$214.8K
4,903
+15%
减持
MUB
ISHARES TR
-$212.2K
3,193
-36%
减持
TDOC
TELADOC HEALTH INC
-$184.4K
97
-94%
增持
IYW
ISHARES TR
+$182.0K
11,543
+2%
清仓
IMCG
ISHARES TR
-$171.1K
0
-100%
增持
VYMI
VANGUARD WHITEHALL FDS
+$168.9K
36,573
+6%
减持
SQ
BLOCK INC
-$144.2K
1,749
-2%
增持
—
ASML HOLDING N V
+$140.7K
1,385
+7%
减持
CMCSA
COMCAST CORP NEW
-$126.6K
7,602
-16%
减持
JPST
J P MORGAN EXCHANGE-TRADED F
-$121.5K
100,316
-2%
减持
VNQ
VANGUARD INDEX FDS
+$119.8K
8,531
-0%
增持
U
UNITY SOFTWARE INC
+$115.5K
5,966
+2%
减持
NIO
NIO INC
-$109.9K
1,476
-66%
增持
DGRO
ISHARES TR
+$106.3K
4,036
+72%
减持
T
AT&T INC
-$106.0K
26,766
-5%
清仓
PDO
PIMCO DYNAMIC INCOME OPRNTS
-$104.9K
0
-100%
减持
DOCU
DOCUSIGN INC
-$104.4K
944
-2%
增持
EFV
ISHARES TR
+$103.6K
19,944
+13%
建仓
NICE
NICE LTD
+$103.3K
340
减持
DAL
DELTA AIR LINES INC DEL
-$102.7K
5,538
-26%
建仓
TD
TORONTO DOMINION BK ONT
+$94.9K
1,238
增持
—
ATLASSIAN CORP PLC
+$91.0K
640
+64%
减持
PLTR
PALANTIR TECHNOLOGIES INC
-$82.5K
2,175
-57%
减持
PYPL
PAYPAL HLDGS INC
-$81.6K
1,124
-0%
建仓
PSA
PUBLIC STORAGE
+$79.8K
213
增持
IVV
ISHARES TR
+$79.3K
1,600
+1%
增持
COIN
COINBASE GLOBAL INC
+$74.9K
589
+82%
建仓
—
UBS GROUP AG
+$73.2K
4,094
增持
—
ASTRAZENECA PLC
+$71.4K
1,246
+6130%
减持
TCOM
TRIP COM GROUP LTD
-$71.0K
405
-85%
清仓
EXAS
EXACT SCIENCES CORP
-$65.6K
0
-100%
增持
VIGI
VANGUARD WHITEHALL FDS
+$63.8K
45,394
+4%
增持
USB
US BANCORP DEL
-$63.3K
19,572
+0%
增持
HDB
HDFC BANK LTD
+$60.9K
1,496
+200%
增持
IETC
ISHARES U S ETF TR
+$60.9K
9,428
+2%
增持
STNE
STONECO LTD
-$59.6K
7,332
+39%
增持
ABBNY
ABB LTD
+$58.4K
2,317
+157%
减持
BA
BOEING CO
-$56.1K
283
-45%
清仓
—
NUANCE COMMUNICATIONS INC
-$55.0K
0
-100%
增持
MU
MICRON TECHNOLOGY INC
+$51.7K
1,986
+6%
建仓
ERIC
ERICSSON
+$50.0K
4,603
建仓
ABNB
AIRBNB INC
+$49.9K
300
建仓
DOCN
DIGITALOCEAN HLDGS INC
+$49.8K
620
减持
TEVA
TEVA PHARMACEUTICAL INDS LTD
-$48.1K
11,556
-20%
清仓
NDMO
NUVEEN DYNAMIC MUN OPPORTUNI
-$48.0K
0
-100%
减持
ARKQ
ARK ETF TR
-$48.0K
5,915
-8%
建仓
—
BROOKFIELD RENEWABLE CORP
+$47.5K
1,290
增持
F
FORD MTR CO DEL
+$47.1K
7,036
+1%
增持
EFG
ISHARES TR
+$46.4K
1,658
+29%
减持
VTRS
VIATRIS INC
-$46.4K
1,779
-66%
减持
MRNA
MODERNA INC
-$46.2K
206
-20%
减持
ILMN
ILLUMINA INC
-$45.6K
1,442
-2%
清仓
—
ALLAKOS INC
-$44.7K
0
-100%
增持
VHT
VANGUARD WORLD FDS
+$44.2K
2,274
+0%
增持
EFAV
ISHARES TR
+$42.4K
5,443
+9%
减持
PRLB
PROTO LABS INC
-$42.3K
532
-49%
增持
VTI
VANGUARD INDEX FDS
+$41.9K
2,141
+0%
增持
VTV
VANGUARD INDEX FDS
+$40.5K
3,436
+0%
增持
AMGN
AMGEN INC
+$40.3K
3,248
+0%
清仓
CPRT
COPART INC
-$40.2K
0
-100%
减持
ZLAB
ZAI LAB LTD
-$39.4K
0
-100%
减持
—
JFROG LTD
-$38.9K
24
-98%
增持
IJT
ISHARES TR
+$36.5K
598
+68%
减持
NVS
NOVARTIS AG
-$35.8K
1,233
-30%
减持
—
ARCO PLATFORM LTD
-$35.2K
1,071
-60%
增持
PWV
INVESCO EXCHANGE TRADED FD T
+$35.0K
6,397
+3%
增持
CPNG
COUPANG INC
+$34.8K
1,240
+2075%
清仓
—
HANCOCK JAFFE LABORATORIES I
-$34.0K
0
-100%
增持
—
NXP SEMICONDUCTORS N V
+$34.0K
348
+50%
建仓
MFC
MANULIFE FINL CORP
+$33.7K
1,766
增持
VUG
VANGUARD INDEX FDS
+$32.9K
990
+1%
增持
FTEC
FIDELITY COVINGTON TRUST
+$32.8K
1,930
+0%
增持
—
LUCID GROUP INC
+$31.6K
870
+1426%
增持
ISRG
INTUITIVE SURGICAL INC
+$30.1K
1,080
+200%
增持
IUSG
ISHARES TR
+$28.8K
1,990
+1%
增持
—
TE CONNECTIVITY LTD
+$28.4K
304
+101%
增持
TDIV
FIRST TR EXCHANGE-TRADED FD
+$27.9K
4,322
+0%
减持
LMND
LEMONADE INC
-$27.6K
0
-100%
减持
BILI
BILIBILI INC
-$27.1K
140
-72%
减持
MMM
3M CO
+$25.8K
15,646
-0%
增持
VDE
VANGUARD WORLD FDS
+$25.8K
6,704
+0%
减持
CGW
INVESCO EXCH TRADED FD TR II
+$25.3K
5,617
-1%
减持
—
ALTERYX INC
-$24.1K
124
-71%
增持
CCI
CROWN CASTLE INTL CORP NEW
+$23.1K
411
+14%
增持
IEFA
ISHARES TR
+$23.1K
4,116
+8%
增持
VCR
VANGUARD WORLD FDS
+$23.1K
515
+5%
减持
FIS
FIDELITY NATL INFORMATION SV
-$23.0K
137
-56%
建仓
—
STELLANTIS N.V
+$22.9K
1,222
清仓
GDRX
GOODRX HLDGS INC
-$22.4K
0
-100%
增持
SE
SEA LTD
+$22.0K
6,219
+45%
增持
IJH
ISHARES TR
+$22.0K
1,094
+0%
建仓
—
ENVVENO MEDICAL CORPORATION
+$21.6K
3,278
减持
VALE
VALE S A
-$21.3K
8,940
-15%
增持
FREL
FIDELITY COVINGTON TRUST
+$21.3K
2,786
+12%
清仓
PTON
PELOTON INTERACTIVE INC
-$20.9K
0
-100%
清仓
AEE
AMEREN CORP
-$20.6K
0
-100%
增持
ECL
ECOLAB INC
+$20.1K
759
+0%
减持
TJX
TJX COS INC NEW
-$19.6K
284
-54%
增持
KO
COCA COLA CO
+$19.1K
2,782
+0%
增持
NKE
NIKE INC
+$18.9K
874
+0%
增持
DFE
WISDOMTREE TR
+$18.1K
6,456
+0%
建仓
QCLN
FIRST TR EXCHANGE-TRADED FD
+$17.1K
252
增持
IJR
ISHARES TR
+$16.9K
2,127
+2%
减持
TAL
TAL EDUCATION GROUP
-$16.5K
0
-100%
增持
HBAN
HUNTINGTON BANCSHARES INC
+$16.2K
10,562
+11%
增持
IMCB
ISHARES TR
+$15.5K
986
+20%
增持
MO
ALTRIA GROUP INC
+$15.3K
8,134
+0%
减持
ZM
ZOOM VIDEO COMMUNICATIONS IN
-$15.2K
108
-19%
减持
RNG
RINGCENTRAL INC
-$14.6K
139
-26%
建仓
RY
ROYAL BK CDA
+$14.3K
135
增持
ITOT
ISHARES TR
+$14.1K
875
+8%
清仓
—
NEKTAR THERAPEUTICS
-$14.0K
0
-100%
增持
ASB
ASSOCIATED BANC CORP
+$13.6K
10,002
+1%
增持
—
LOGITECH INTL S A
+$13.5K
281
+155%
建仓
SU
SUNCOR ENERGY INC NEW
+$13.1K
524
