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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
22Q1 调仓
2021-12-31 → 2022-03-31 · 共 150 项
建仓 26
增持 110
减持 11
清仓 3
方向
标的
Δ市值
现股数(环比)
减持
—
MEDTRONIC PLC
+$1.5M
224,630
-1%
建仓
SHOP
SHOPIFY INC
+$1.1M
1,662
增持
JPST
J P MORGAN EXCHANGE-TRADED F
+$994.8K
120,525
+20%
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。
建仓
STIP
ISHARES TR
+$990.0K
9,434
建仓
—
BROOKFIELD INFRASTRUCTURE CO
+$935.8K
12,405
增持
FENY
FIDELITY COVINGTON TRUST
+$896.0K
43,723
+3297%
增持
MSFT
MICROSOFT CORP
-$803.1K
32,898
+1%
增持
SE
SEA LTD
-$620.5K
6,434
+3%
增持
HDV
ISHARES TR
+$514.8K
48,652
+5%
建仓
VTIP
VANGUARD MALVERN FDS
+$495.4K
9,673
增持
META
META PLATFORMS INC
-$418.7K
4,788
+9%
增持
IVW
ISHARES TR
-$396.4K
90,396
+4%
增持
ABBV
ABBVIE INC
+$366.0K
12,308
+2%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
-$343.1K
28,107
+3%
增持
QQQ
INVESCO QQQ TR
-$272.9K
7,763
+0%
增持
VYM
VANGUARD WHITEHALL FDS
+$272.5K
103,766
+2%
增持
IFRA
ISHARES TR
+$265.1K
13,338
+101%
建仓
QYLD
GLOBAL X FDS
+$255.7K
12,194
减持
VOO
VANGUARD INDEX FDS
-$245.6K
8,745
-2%
清仓
—
IHS MARKIT LTD
-$243.2K
0
-100%
增持
HD
HOME DEPOT INC
-$241.6K
2,491
+5%
增持
U
UNITY SOFTWARE INC
-$240.7K
6,173
+3%
增持
ARKK
ARK ETF TR
-$221.1K
7,999
+1%
减持
BSX
BOSTON SCIENTIFIC CORP
+$213.5K
164,898
-1%
增持
VDE
VANGUARD WORLD FDS
+$213.0K
6,851
+2%
建仓
SPGI
S&P GLOBAL INC
+$212.9K
519
增持
VIG
VANGUARD SPECIALIZED FUNDS
-$203.2K
44,047
+3%
建仓
JEPI
J P MORGAN EXCHANGE-TRADED F
+$200.8K
3,271
增持
ARKW
ARK ETF TR
-$174.8K
5,734
+1%
增持
AAPL
APPLE INC
-$161.0K
63,450
+0%
增持
—
EXXON MOBIL CORP
+$146.0K
5,808
+6%
增持
VDC
VANGUARD WORLD FDS
+$140.3K
5,718
+17%
增持
PFE
PFIZER INC
-$139.0K
19,199
+0%
增持
—
BROOKFIELD RENEWABLE CORP
+$136.0K
4,190
+225%
增持
VALE
VALE S A
+$130.3K
12,788
+43%
增持
IYW
ISHARES TR
-$128.7K
11,614
+1%
增持
—
ASML HOLDING N V
-$127.4K
1,460
+5%
增持
SPY
SPDR S&P 500 ETF TR
-$125.3K
5,903
+0%
增持
FTEC
FIDELITY COVINGTON TRUST
+$122.7K
3,120
+62%
增持
CVX
CHEVRON CORP NEW
+$121.0K
2,193
+9%
增持
SNOW
SNOWFLAKE INC
-$117.9K
1,184
+3%
增持
FCOM
FIDELITY COVINGTON TRUST
+$114.1K
7,033
+76%
建仓
—
BROOKFIELD INFRAST PARTNERS
+$112.3K
1,695
增持
FFLG
FIDELITY COVINGTON TRUST
+$112.0K
8,413
+347%
增持
XPEV
XPENG INC
-$110.5K
8,151
+22%
增持
ARKG
ARK ETF TR
-$103.8K
6,817
+0%
建仓
ENB
ENBRIDGE INC
+$101.8K
2,209
增持
MELI
MERCADOLIBRE INC
-$92.7K
1,322
+7%
增持
FSTA
FIDELITY COVINGTON TRUST
+$91.5K
65,526
+5%
增持
DGRO
ISHARES TR
+$90.4K
5,893
+46%
增持
UNH
UNITEDHEALTH GROUP INC
+$90.0K
3,808
+3%
增持
IDV
ISHARES TR
+$88.0K
52,756
+4%
减持
IGSB
ISHARES TR
-$83.4K
5,169
-21%
增持
DIS
DISNEY WALT CO
-$81.4K
5,498
+2%
增持
GOOG
ALPHABET INC
-$79.5K
1,308
+1%
建仓
IWF
ISHARES TR
+$76.3K
275
增持
IJK
ISHARES TR
+$74.8K
2,159
+100%
增持
VXUS
VANGUARD STAR FDS
+$72.1K
1,291
+1534%
减持
VTI
VANGUARD INDEX FDS
-$68.1K
1,972
-8%
增持
IMCB
ISHARES TR
+$64.3K
1,997
+103%
增持
VIGI
VANGUARD WHITEHALL FDS
-$63.9K
48,247
+6%
增持
BAC
BK OF AMERICA CORP
+$62.1K
5,767
+46%
增持
JPM
JPMORGAN CHASE &CO
-$62.0K
5,389
+7%
增持
TSLA
TESLA INC
+$62.0K
1,222
+3%
减持
ARKF
ARK ETF TR
-$60.9K
5,092
-0%
增持
IVV
ISHARES TR
+$59.7K
1,814
+13%
增持
USB
US BANCORP DEL
-$58.5K
19,584
+0%
增持
XLE
SELECT SECTOR SPDR TR
+$57.7K
2,691
+1%
增持
V
VISA INC
+$57.6K
1,711
+15%
增持
TGT
TARGET CORP
-$56.2K
2,930
+0%
增持
AMGN
AMGEN INC
+$55.1K
3,249
+0%
增持
EFV
ISHARES TR
+$54.8K
21,085
+6%
增持
ARKQ
ARK ETF TR
-$54.7K
5,924
+0%
增持
NVDA
NVIDIA CORPORATION
-$53.0K
4,295
+3%
增持
VNQ
VANGUARD INDEX FDS
-$48.3K
8,687
+2%
增持
MA
MASTERCARD INCORPORATED
+$48.0K
1,183
+13%
增持
CCI
CROWN CASTLE INTL CORP NEW
+$47.8K
724
+76%
增持
PBR
PETROLEO BRASILEIRO SA PETRO
+$47.7K
3,232
+21447%
增持
DFE
WISDOMTREE TR
-$46.4K
6,466
+0%
增持
ICLN
ISHARES TR
+$45.2K
5,351
+62%
增持
BABA
ALIBABA GROUP HLDG LTD
+$44.9K
1,049
+80%
增持
EFG
ISHARES TR
+$44.1K
2,358
+42%
增持
ECL
ECOLAB INC
-$43.8K
761
+0%
增持
SQ
BLOCK INC
-$42.6K
1,769
+1%
增持
AMD
ADVANCED MICRO DEVICES INC
-$42.3K
1,808
+8%
增持
WFC
WELLS FARGO CO NEW
+$41.3K
2,178
+63%
建仓
—
CANADIAN PAC RY LTD
+$41.3K
500
减持
DAL
DELTA AIR LINES INC DEL
-$40.8K
4,438
-20%
增持
MO
ALTRIA GROUP INC
+$39.6K
8,136
+0%
减持
VYMI
VANGUARD WHITEHALL FDS
-$37.7K
35,772
-2%
增持
ONC
BEIGENE LTD
-$36.6K
869
+17%
增持
VUG
VANGUARD INDEX FDS
-$32.9K
991
+0%
增持
IEMG
ISHARES INC
-$30.1K
8,826
+2%
增持
IJT
ISHARES TR
+$29.1K
896
+50%
建仓
TRP
TC ENERGY CORP
+$28.2K
500
增持
—
PAGSEGURO DIGITAL LTD
+$28.0K
6,648
+66%
增持
WM
WASTE MGMT INC DEL
+$26.3K
692
+38%
建仓
IGF
ISHARES TR
+$26.2K
515
增持
COST
COSTCO WHSL CORP NEW
+$26.1K
686
+6%
增持
ESGU
ISHARES TR
+$25.2K
951
+44%
增持
VHT
VANGUARD WORLD FDS
-$24.6K
2,285
+0%
减持
EFA
ISHARES TR
-$24.5K
3,297
-3%
建仓
VBR
VANGUARD INDEX FDS
+$24.3K
138
增持
AMZN
AMAZON COM INC
-$24.2K
1,043
+2%
建仓
SLYG
SPDR SER TR
+$23.7K
283
减持
IJH
ISHARES TR
-$23.3K
1,067
-2%
增持
CHTR
CHARTER COMMUNICATIONS INC N
+$23.3K
51
+629%
增持
KWEB
KRANESHARES TR
+$22.8K
927
+846%
增持
T
AT&T INC
-$22.8K
26,900
+1%
增持
COIN
COINBASE GLOBAL INC
-$22.8K
663
+13%
建仓
CGDV
CAPITAL GROUP DIVIDEND VALUE
+$22.7K
879
减持
PWV
INVESCO EXCHANGE TRADED FD T
-$22.2K
5,924
-7%
增持
VWO
VANGUARD INTL EQUITY INDEX F
-$22.2K
6,658
+0%
增持
CARR
CARRIER GLOBAL CORPORATION
+$21.6K
898
+148%
建仓
VTEB
VANGUARD MUN BD FDS
+$21.5K
418
增持
F
FORD MTR CO DEL
-$21.5K
7,370
+5%
建仓
AGG
ISHARES TR
+$21.4K
200
建仓
PTON
PELOTON INTERACTIVE INC
+$20.5K
777
增持
IETC
ISHARES U S ETF TR
-$20.5K
10,085
+7%
增持
NVO
NOVO-NORDISK A S
+$20.4K
5,618
+4%
增持
AVGO
BROADCOM INC
+$20.2K
2,547
+7%
增持
PTBD
PACER FDS TR
-$20.2K
8,155
+1%
增持
MU
MICRON TECHNOLOGY INC
+$19.6K
2,627
+32%
增持
IUSG
ISHARES TR
-$19.6K
1,993
+0%
增持
BOTZ
GLOBAL X FDS
-$18.6K
2,951
+2%
增持
IAU
ISHARES GOLD TR
+$17.8K
2,753
+15%
增持
IEFA
ISHARES TR
-$17.8K
4,164
+1%
增持
VEU
VANGUARD INTL EQUITY INDEX F
+$17.4K
638
+103%
建仓
NU
NU HLDGS LTD
+$17.2K
2,222
增持
DTE
DTE ENERGY CO
+$17.1K
1,261
+1%
增持
—
CRISPR THERAPEUTICS AG
-$17.0K
1,775
+5%
增持
TDIV
FIRST TR EXCHANGE-TRADED FD
-$16.7K
4,326
+0%
增持
FNCL
FIDELITY COVINGTON TRUST
+$15.3K
845
+55%
增持
—
CHARGEPOINT HOLDINGS INC
+$14.9K
1,244
+142%
增持
SDG
ISHARES TR
+$14.4K
548
+54%
清仓
—
DELAWARE INVTS MINN MUN INCO
-$14.4K
0
-100%
增持
ABNB
AIRBNB INC
+$14.1K
373
+24%
增持
COP
CONOCOPHILLIPS
+$13.6K
230
+78%
建仓
VFL
DELAWARE INVTS NATL MUN INCO
+$12.8K
1,013
清仓
WPM
WHEATON PRECIOUS METALS CORP
-$12.6K
0
-100%
建仓
—
POLYMET MNG CORP
+$11.7K
2,800
建仓
FMAT
FIDELITY COVINGTON TRUST
+$10.9K
220
增持
LIT
GLOBAL X FDS
+$10.2K
369
+71%
建仓
MTZ
MASTEC INC
+$10.2K
117
建仓
QUAL
ISHARES TR
+$10.1K
75
增持
—
ISHARES U S ETF TR
-$9.6K
8,050
+0%
增持
CSQ
CALAMOS STRATEGIC TOTAL RETU
-$9.2K
5,976
+1%
增持
GILD
GILEAD SCIENCES INC
-$9.1K
696
+0%
建仓
CEG
CONSTELLATION ENERGY CORP
+$9.0K
160
增持
CMCSA
COMCAST CORP NEW
+$8.8K
8,359
+10%
