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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
22Q3 调仓
2022-06-30 → 2022-09-30 · 共 150 项
建仓 6
增持 114
减持 23
清仓 7
方向
标的
Δ市值
现股数(环比)
减持
—
MEDTRONIC PLC
-$2.0M
227,044
-0%
增持
VIGI
VANGUARD WHITEHALL FDS
+$1.4M
77,668
+56%
增持
IVV
ISHARES TR
+$668.8K
3,846
+105%
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
VGT
VANGUARD WORLD FDS
-$644.3K
29,779
-1%
建仓
ICSH
ISHARES TR
+$625.6K
12,509
减持
EFV
ISHARES TR
-$617.7K
7,902
-63%
建仓
FNDF
SCHWAB STRATEGIC TR
+$609.4K
24,230
增持
VYMI
VANGUARD WHITEHALL FDS
+$536.4K
43,105
+49%
减持
IDV
ISHARES TR
-$518.0K
41,959
-22%
增持
MSFT
MICROSOFT CORP
-$511.4K
34,085
+4%
建仓
REET
ISHARES TR
+$490.4K
23,055
增持
UNH
UNITEDHEALTH GROUP INC
+$444.2K
4,754
+25%
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$427.7K
108,788
+8%
增持
GILD
GILEAD SCIENCES INC
+$391.4K
7,041
+912%
减持
VOO
VANGUARD INDEX FDS
-$378.0K
7,083
-9%
增持
JPM
JPMORGAN CHASE &CO
+$370.7K
9,354
+74%
增持
—
BROOKFIELD INFRASTRUCTURE CO
+$313.4K
27,380
+45%
增持
FSTA
FIDELITY COVINGTON TRUST
+$300.8K
81,711
+19%
增持
DGRO
ISHARES TR
+$299.7K
18,487
+69%
增持
INTC
INTEL CORP
+$296.7K
17,601
+320%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$292.1K
15,554
+132%
增持
MELI
MERCADOLIBRE INC
+$288.0K
1,365
+3%
增持
AAPL
APPLE INC
+$271.0K
64,744
+2%
增持
GOOG
ALPHABET INC
-$267.3K
26,978
+1963%
清仓
—
ISHARES U S ETF TR
-$265.0K
0
-100%
减持
VWOB
VANGUARD WHITEHALL FDS
-$262.3K
2,306
-64%
增持
HDV
ISHARES TR
-$252.2K
53,894
+5%
清仓
FCOM
FIDELITY COVINGTON TRUST
-$250.4K
0
-100%
增持
AMZN
AMAZON COM INC
+$228.1K
21,719
+4%
增持
ABBV
ABBVIE INC
-$213.0K
12,278
+1%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$211.2K
47,981
+10%
增持
MU
MICRON TECHNOLOGY INC
+$209.1K
7,147
+165%
增持
VYM
VANGUARD WHITEHALL FDS
+$196.1K
109,401
+9%
增持
CCI
CROWN CASTLE INC
+$194.9K
2,193
+202%
增持
TSLA
TESLA INC
+$194.0K
3,838
+214%
增持
FENY
FIDELITY COVINGTON TRUST
+$174.5K
51,510
+18%
增持
PFE
PFIZER INC
-$166.0K
19,224
+0%
增持
AVGO
BROADCOM INC
+$164.4K
4,251
+20%
减持
T
AT&T INC
-$161.4K
26,229
-2%
增持
—
BLACKROCK INC
+$159.7K
299
+3638%
增持
XPEV
XPENG INC
-$146.8K
9,366
+15%
减持
OGIG
ALPS ETF TR
-$141.0K
3,479
-59%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
-$128.6K
31,640
+13%
减持
DFE
WISDOMTREE TR
-$119.8K
5,402
-18%
增持
SPY
SPDR S&P 500 ETF TR
-$117.2K
5,920
+0%
增持
IVW
ISHARES TR
-$112.0K
87,443
+2%
增持
USB
US BANCORP DEL
-$111.0K
19,617
+0%
增持
META
META PLATFORMS INC
-$107.8K
4,896
+2%
增持
VNQ
VANGUARD INDEX FDS
+$105.8K
11,286
+29%
增持
CMCSA
COMCAST CORP NEW
+$105.2K
14,773
+77%
减持
ARKQ
ARK ETF TR
-$100.2K
4,282
-27%
减持
CGDV
CAPITAL GROUP DIVIDEND VALUE
-$94.5K
1,602
-72%
建仓
CNQ
CANADIAN NAT RES LTD
+$83.1K
1,784
增持
VDC
VANGUARD WORLD FDS
-$80.7K
6,273
+0%
增持
JNJ
JOHNSON &JOHNSON
+$80.5K
9,409
+15%
增持
BAC
BK OF AMERICA CORP
+$79.2K
8,573
+48%
减持
IEFA
ISHARES TR
-$76.5K
3,347
-22%
增持
IYW
ISHARES TR
-$76.3K
11,616
+0%
减持
CSR
CENTERSPACE
-$73.7K
4,205
-4%
增持
SNOW
SNOWFLAKE INC
+$66.8K
1,397
+14%
增持
GIS
GENERAL MLS INC
+$62.8K
17,454
+3%
减持
VTV
VANGUARD INDEX FDS
-$56.1K
3,218
-6%
增持
QQQ
INVESCO QQQ TR
+$55.4K
8,014
+8%
增持
IGSB
ISHARES TR
+$49.9K
7,075
+20%
增持
HD
HOME DEPOT INC
+$48.8K
2,659
+6%
增持
VALE
VALE S A
+$48.3K
18,421
+37%
增持
CGGR
CAPITAL GROUP GROWTH ETF
+$48.3K
22,051
+15%
增持
NVDA
NVIDIA CORPORATION
-$47.9K
4,970
+16%
建仓
CGGO
CAPITAL GROUP GBL GROWTH EQT
+$47.7K
2,550
增持
NOW
SERVICENOW INC
-$44.9K
478
+1%
增持
—
PAGSEGURO DIGITAL LTD
+$42.7K
8,372
+26%
增持
IMCB
ISHARES TR
+$41.7K
2,839
+44%
增持
STNE
STONECO LTD
+$41.5K
13,072
+21%
增持
VDE
VANGUARD WORLD FDS
+$41.0K
7,365
+4%
增持
CSX
CSX CORP
+$39.7K
2,018
+318%
减持
BABA
ALIBABA GROUP HLDG LTD
-$39.4K
999
-5%
增持
GOOGL
ALPHABET INC
-$39.1K
2,940
+1900%
增持
—
ASML HOLDING N V
-$38.9K
1,579
+8%
增持
ABNB
AIRBNB INC
+$38.6K
684
+83%
增持
MDB
MONGODB INC
-$38.5K
695
+2%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$37.8K
217
+63%
增持
SE
SEA LTD
-$37.3K
7,010
+9%
增持
COST
COSTCO WHSL CORP NEW
+$37.2K
776
+13%
增持
ILMN
ILLUMINA INC
+$32.9K
1,566
+9%
增持
VZ
VERIZON COMMUNICATIONS INC
+$32.7K
5,525
+58%
增持
SHOP
SHOPIFY INC
-$32.0K
18,084
+9%
增持
IWF
ISHARES TR
+$30.5K
1,873
+13%
减持
AMD
ADVANCED MICRO DEVICES INC
-$30.0K
1,708
-6%
增持
DIS
DISNEY WALT CO
+$29.7K
5,817
+6%
增持
IEMG
ISHARES INC
-$28.7K
9,344
+7%
增持
VWO
VANGUARD INTL EQUITY INDEX F
-$27.6K
6,844
+3%
减持
XEL
XCEL ENERGY INC
-$27.3K
3,344
-2%
清仓
—
GSK PLC
-$26.9K
0
-100%
增持
IETC
ISHARES U S ETF TR
-$26.3K
10,241
+0%
增持
VHT
VANGUARD WORLD FDS
-$26.1K
2,289
+0%
增持
NU
NU HLDGS LTD
+$25.6K
9,205
+132%
增持
IRTC
IRHYTHM TECHNOLOGIES INC
+$23.9K
1,342
+1%
增持
VCR
VANGUARD WORLD FDS
+$23.1K
758
+11%
增持
TGT
TARGET CORP
+$22.3K
2,939
+0%
增持
MCD
MCDONALDS CORP
-$20.9K
1,319
+0%
减持
GE
GENERAL ELECTRIC CO
-$20.6K
919
-25%
增持
ASB
ASSOCIATED BANC CORP
+$20.5K
10,289
+1%
增持
PYPL
PAYPAL HLDGS INC
+$19.4K
1,138
+1%
增持
VBK
VANGUARD INDEX FDS
+$18.8K
428
+30%
增持
CSCO
CISCO SYS INC
-$18.8K
7,332
+0%
增持
DE
DEERE &CO
+$18.8K
241
+17%
增持
VTEB
VANGUARD MUN BD FDS
+$18.8K
823
+97%
增持
FHLC
FIDELITY COVINGTON TRUST
+$18.5K
1,160
+45%
清仓
HIG
HARTFORD FINL SVCS GROUP INC
-$18.0K
0
-100%
增持
—
CRISPR THERAPEUTICS AG
+$17.9K
1,924
+8%
增持
VTI
VANGUARD INDEX FDS
-$17.7K
1,975
+0%
增持
KO
COCA COLA CO
-$17.7K
2,672
+0%
增持
NKE
NIKE INC
-$16.6K
875
+0%
增持
U
UNITY SOFTWARE INC
-$15.9K
6,635
+7%
增持
IJS
ISHARES TR
-$15.2K
2,578
+1%
增持
ARKK
ARK ETF TR
-$15.2K
7,964
+1%
增持
TDIV
FIRST TR EXCHANGE-TRADED FD
+$15.1K
5,316
+23%
增持
IFRA
ISHARES TR
-$14.8K
13,624
+2%
增持
IJR
ISHARES TR
+$14.8K
2,659
+13%
建仓
GSK
GSK PLC
+$14.6K
495
增持
DTE
DTE ENERGY CO
-$13.8K
1,279
+1%
减持
EMB
ISHARES TR
-$13.2K
986
-8%
增持
PTBD
PACER FDS TR
-$12.6K
7,818
+1%
增持
ISRG
INTUITIVE SURGICAL INC
-$12.3K
1,091
+1%
增持
PWV
INVESCO EXCHANGE TRADED FD T
-$11.8K
5,927
+0%
增持
NGG
NATIONAL GRID PLC
-$11.7K
1,038
+3%
增持
FNCL
FIDELITY COVINGTON TRUST
+$11.5K
1,240
+32%
增持
SQ
BLOCK INC
-$11.4K
1,770
+0%
减持
BA
BOEING CO
-$11.3K
283
-15%
增持
MO
ALTRIA GROUP INC
-$11.2K
8,139
+0%
增持
KURE
KRANESHARES TR
-$11.2K
2,032
+1%
清仓
VT
VANGUARD INTL EQUITY INDEX F
-$11.1K
0
-100%
增持
—
EXXON MOBIL CORP
+$10.2K
5,819
+0%
减持
USMV
ISHARES TR
-$10.0K
435
-21%
清仓
GDX
VANECK ETF TRUST
-$9.6K
0
-100%
增持
ARKG
ARK ETF TR
+$9.6K
6,826
+0%
增持
AMGN
AMGEN INC
-$9.3K
3,470
+7%
增持
IJT
ISHARES TR
+$9.1K
170
+121%
增持
FREL
FIDELITY COVINGTON TRUST
-$9.0K
2,794
+0%
增持
IXN
ISHARES TR
+$8.5K
1,038
+35%
增持
CGW
INVESCO EXCH TRADED FD TR II
-$8.5K
6,800
+4%
清仓
QUAL
ISHARES TR
-$8.4K
0
-100%
增持
VUG
VANGUARD INDEX FDS
-$8.3K
998
+0%
增持
—
JAMF HLDG CORP
-$8.1K
3,282
+1%
减持
XLF
SELECT SECTOR SPDR TR
-$7.9K
1,442
-12%
增持
HDB
HDFC BANK LTD
+$7.7K
1,539
+3%
减持
COP
CONOCOPHILLIPS
-$7.5K
129
-44%
增持
IJH
ISHARES TR
-$7.3K
1,068
+0%
增持
ECL
ECOLAB INC
-$6.8K
765
+0%
增持
IUSG
ISHARES TR
-$6.7K
2,026
+0%
