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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
22Q2 调仓
2022-03-31 → 2022-06-30 · 共 150 项
建仓 8
增持 108
减持 26
清仓 8
方向
标的
Δ市值
现股数(环比)
增持
—
MEDTRONIC PLC
-$4.5M
227,084
+1%
减持
VGT
VANGUARD WORLD FDS
-$2.8M
30,003
-1%
增持
AAPL
APPLE INC
-$2.4M
63,463
+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。
减持
IVW
ISHARES TR
-$1.7M
85,677
-5%
增持
MSFT
MICROSOFT CORP
-$1.7M
32,900
+0%
减持
BSX
BOSTON SCIENTIFIC CORP
-$1.7M
151,320
-8%
减持
VYM
VANGUARD WHITEHALL FDS
-$1.5M
100,136
-3%
增持
AMZN
AMAZON COM INC
-$1.2M
20,960
+1910%
减持
JPST
J P MORGAN EXCHANGE TRADED F
-$1.0M
100,401
-17%
减持
VOO
VANGUARD INDEX FDS
-$927.4K
7,793
-11%
减持
VIG
VANGUARD SPECIALIZED FUNDS
-$868.6K
43,730
-1%
减持
QQQ
INVESCO QQQ TR
-$727.7K
7,444
-4%
减持
VYMI
VANGUARD WHITEHALL FDS
-$712.2K
29,016
-19%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
-$632.6K
28,108
+0%
增持
SHOP
SHOPIFY INC
-$604.2K
16,620
+900%
增持
TSLA
TESLA INC
-$492.4K
1,224
+0%
增持
SPY
SPDR S&P 500 ETF TR
-$434.2K
5,916
+0%
增持
VIGI
VANGUARD WHITEHALL FDS
-$396.2K
49,810
+3%
建仓
CGGR
CAPITAL GROUP GROWTH ETF
+$382.0K
19,139
清仓
—
OSI ETF TR
-$318.1K
0
-100%
增持
MMM
3M CO
-$304.1K
15,650
+0%
增持
IWF
ISHARES TR
+$287.3K
1,663
+505%
增持
IYW
ISHARES TR
-$268.1K
11,615
+0%
清仓
QYLD
GLOBAL X FDS
-$255.7K
0
-100%
建仓
OGIG
ALPS ETF TR
+$229.3K
8,471
减持
ARKK
ARK ETF TR
-$214.5K
7,916
-1%
增持
IDV
ISHARES TR
-$212.2K
53,879
+2%
增持
DGRO
ISHARES TR
+$207.6K
10,966
+86%
清仓
JEPI
J P MORGAN EXCHANGE-TRADED F
-$200.8K
0
-100%
减持
STIP
ISHARES TR
-$180.2K
7,984
-15%
增持
VNQ
VANGUARD INDEX FDS
-$142.5K
8,769
+1%
增持
USB
US BANCORP DEL
-$138.9K
19,600
+0%
增持
EFV
ISHARES TR
-$137.6K
21,249
+1%
增持
—
BROOKFIELD INFRASTRUCTURE CO
-$134.9K
18,846
+52%
减持
ABBV
ABBVIE INC
-$134.4K
12,149
-1%
增持
IETC
ISHARES U S ETF TR
-$125.0K
10,202
+1%
减持
MUB
ISHARES TR
-$122.3K
2,142
-33%
增持
AVGO
BROADCOM INC
+$119.4K
3,547
+39%
减持
FFLG
FIDELITY COVINGTON TRUST
-$114.8K
2,783
-67%
增持
IVV
ISHARES TR
-$112.4K
1,874
+3%
减持
ARKQ
ARK ETF TR
-$107.6K
5,854
-1%
增持
CGDV
CAPITAL GROUP DIVIDEND VALUE
+$104.5K
5,701
+549%
减持
IJT
ISHARES TR
-$104.0K
77
-91%
增持
SNOW
SNOWFLAKE INC
-$100.7K
1,227
+4%
增持
ARKG
ARK ETF TR
-$98.3K
6,821
+0%
减持
COIN
COINBASE GLOBAL INC
-$95.1K
655
-1%
建仓
WBD
WARNER BROS DISCOVERY INC
+$86.8K
6,467
减持
EFG
ISHARES TR
-$86.3K
1,748
-26%
增持
MO
ALTRIA GROUP INC
-$85.2K
8,137
+0%
增持
VTI
VANGUARD INDEX FDS
-$76.7K
1,973
+0%
增持
IWO
ISHARES TR
+$73.5K
639
+180%
减持
T
AT&T INC
-$71.9K
26,896
-0%
增持
DFE
WISDOMTREE TR
-$70.5K
6,597
+2%
增持
ARKF
ARK ETF TR
-$69.0K
5,097
+0%
增持
FENY
FIDELITY COVINGTON TRUST
-$67.1K
43,736
+0%
增持
COST
COSTCO WHSL CORP NEW
-$66.3K
687
+0%
增持
CMCSA
COMCAST CORP NEW
-$63.3K
8,361
+0%
增持
VUG
VANGUARD INDEX FDS
-$63.1K
995
+0%
增持
HD
HOME DEPOT INC
-$60.6K
2,497
+0%
减持
IEMG
ISHARES INC
-$60.0K
8,771
-1%
增持
VALE
VALE S A
-$58.6K
13,467
+5%
增持
BAC
BK OF AMERICA CORP
-$58.0K
5,774
+0%
增持
MU
MICRON TECHNOLOGY INC
-$55.7K
2,694
+3%
增持
VBK
VANGUARD INDEX FDS
+$54.5K
328
+700%
增持
VTV
VANGUARD INDEX FDS
-$54.5K
3,439
+0%
增持
INTC
INTEL CORP
-$50.6K
4,193
+0%
增持
EFAV
ISHARES TR
-$47.9K
5,446
+0%
清仓
SUB
ISHARES TR
-$45.7K
0
-100%
增持
ASB
ASSOCIATED BANC CORP
-$43.5K
10,190
+1%
增持
F
FORD MTR CO DEL
-$42.6K
7,373
+0%
增持
IUSG
ISHARES TR
-$41.4K
2,021
+1%
增持
CVX
CHEVRON CORP NEW
-$39.4K
2,194
+0%
增持
VDC
VANGUARD WORLD FDS
+$38.0K
6,250
+9%
增持
TDIV
FIRST TR EXCHANGE-TRADED FD
-$37.7K
4,331
+0%
增持
IEFA
ISHARES TR
-$36.7K
4,296
+3%
增持
EFA
ISHARES TR
-$36.0K
3,308
+0%
建仓
IXN
ISHARES TR
+$35.2K
771
增持
IJR
ISHARES TR
-$34.3K
2,349
+1%
增持
DAL
DELTA AIR LINES INC DEL
-$32.6K
4,938
+11%
增持
IJS
ISHARES TR
-$32.4K
2,559
+1%
减持
PTBD
PACER FDS TR
-$32.2K
7,725
-5%
增持
IGSB
ISHARES TR
+$31.4K
5,910
+14%
增持
PWV
INVESCO EXCHANGE TRADED FD T
-$31.0K
5,925
+0%
增持
IJK
ISHARES TR
-$29.1K
2,162
+0%
增持
HDV
ISHARES TR
-$28.2K
51,500
+6%
增持
VDE
VANGUARD WORLD FDS
-$26.2K
7,109
+4%
增持
VCR
VANGUARD WORLD FDS
-$25.8K
682
+15%
建仓
PDBC
INVESCO ACTVELY MNGD ETC FD
+$25.5K
1,416
增持
CSQ
CALAMOS STRATEGIC TOTAL RETU
-$24.7K
6,105
+2%
减持
SCHD
SCHWAB STRATEGIC TR
-$24.7K
286
-50%
增持
FSTA
FIDELITY COVINGTON TRUST
-$24.5K
68,867
+5%
清仓
VBR
VANGUARD INDEX FDS
-$24.3K
0
-100%
减持
IMCB
ISHARES TR
-$23.1K
1,975
-1%
建仓
FUTY
FIDELITY COVINGTON TRUST
+$23.0K
510
减持
HIG
HARTFORD FINL SVCS GROUP INC
-$21.9K
275
-50%
增持
DXCM
DEXCOM INC
-$21.8K
408
+300%
增持
JD
JD.COM INC
+$20.7K
3,254
+0%
增持
WFC
WELLS FARGO CO NEW
-$20.1K
2,182
+0%
增持
VOE
VANGUARD INDEX FDS
-$18.5K
923
+0%
增持
—
EXXON MOBIL CORP
+$18.1K
5,813
+0%
增持
ECL
ECOLAB INC
-$17.0K
763
+0%
增持
—
BROOKFIELD INFRAST PARTNERS
-$15.1K
2,542
+50%
增持
ITOT
ISHARES TR
-$15.0K
890
+0%
减持
EMB
ISHARES TR
-$14.8K
1,072
-1%
增持
XLK
SELECT SECTOR SPDR TR
-$14.8K
469
+0%
增持
UNH
UNITEDHEALTH GROUP INC
+$14.7K
3,810
+0%
增持
FREL
FIDELITY COVINGTON TRUST
-$14.5K
2,791
+0%
增持
DOC
HEALTHPEAK PROPERTIES INC
-$14.3K
1,773
+1%
增持
PFE
PFIZER INC
+$13.3K
19,210
+0%
增持
ICLN
ISHARES TR
-$13.2K
5,355
+0%
增持
IUSV
ISHARES TR
-$12.8K
1,485
+0%
增持
CCI
CROWN CASTLE INTL CORP NEW
-$11.6K
725
+0%
增持
XLF
SELECT SECTOR SPDR TR
-$11.3K
1,644
+0%
增持
XLE
SELECT SECTOR SPDR TR
-$11.1K
2,721
+1%
增持
AXP
AMERICAN EXPRESS CO
-$11.0K
228
+0%
增持
—
ISHARES U S ETF TR
-$10.7K
8,053
+0%
增持
FIW
FIRST TR EXCHANGE TRADED FD
-$10.5K
859
+0%
增持
VXUS
VANGUARD STAR FDS
-$10.5K
1,292
+0%
增持
LUMN
LUMEN TECHNOLOGIES INC
+$9.1K
3,216
+39%
清仓
—
INTERSECT ENT INC
-$8.7K
0
-100%
增持
UNP
UNION PAC CORP
+$8.4K
319
+46%
增持
FMAT
FIDELITY COVINGTON TRUST
+$8.0K
463
+110%
增持
IVE
ISHARES TR
-$8.0K
455
+0%
增持
DOW
DOW INC
-$7.8K
665
+1%
增持
AFL
AFLAC INC
-$7.7K
881
+1%
减持
USMV
ISHARES TR
-$7.4K
552
-7%
增持
IGRO
ISHARES TR
-$7.4K
966
+0%
增持
CGW
INVESCO EXCH TRADED FD TR II
-$6.6K
6,519
+16%
清仓
—
GWG HLDGS INC
-$6.5K
0
-100%
增持
PG
PROCTER AND GAMBLE CO
-$6.0K
675
+0%
增持
DTE
DTE ENERGY CO
-$5.8K
1,270
+1%
增持
AMGN
AMGEN INC
+$5.6K
3,252
+0%
增持
RIO
RIO TINTO PLC
+$5.5K
400
+70%
建仓
TITN
TITAN MACHY INC
+$4.6K
205
增持
DSI
ISHARES TR
+$4.4K
458
+39%
增持
—
CARNIVAL CORP
-$4.2K
502
+19%
增持
LW
LAMB WESTON HLDGS INC
+$3.9K
334
+0%
增持
FNCL
FIDELITY COVINGTON TRUST
-$3.9K
939
+11%
增持
FHLC
FIDELITY COVINGTON TRUST
-$3.8K
798
+0%
增持
XLRE
SELECT SECTOR SPDR TR
-$3.0K
410
+0%
清仓
—
ZYNGA INC
-$3.0K
0
-100%
增持
JNJ
JOHNSON &JOHNSON
+$2.8K
8,205
+0%
建仓
WDS
WOODSIDE ENERGY GROUP LTD
+$2.8K
131
增持
ILCB
ISHARES TR
-$2.8K
261
+0%
增持
BBY
BEST BUY INC
-$2.7K
108
+1%
增持
EEM
ISHARES TR
-$2.7K
567
+1%
增持
KO
COCA COLA CO
+$2.6K
2,660
+0%
增持
SDG
ISHARES TR
-$2.6K
553
+1%
增持
NU
NU HLDGS LTD
-$2.3K
3,972
+79%
增持
MET
METLIFE INC
+$2.3K
148
+48%
