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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
22Q4 调仓
2022-09-30 → 2022-12-31 · 共 150 项
建仓 12
增持 66
减持 64
清仓 8
方向
标的
Δ市值
现股数(环比)
增持
VYM
VANGUARD WHITEHALL FDS
+$4.4M
136,670
+25%
增持
FTEC
FIDELITY COVINGTON TRUST
+$2.3M
27,842
+792%
增持
HDV
ISHARES TR
+$1.4M
60,491
+12%
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
VIGI
VANGUARD WHITEHALL FDS
+$1.4M
88,709
+14%
减持
BSX
BOSTON SCIENTIFIC CORP
+$1.1M
151,118
-0%
增持
VYMI
VANGUARD WHITEHALL FDS
+$1.1M
56,497
+31%
减持
VGT
VANGUARD WORLD FDS
-$913.7K
25,796
-13%
增持
IVV
ISHARES TR
+$787.5K
5,640
+47%
减持
AMZN
AMAZON COM INC
-$786.9K
19,849
-9%
减持
STIP
ISHARES TR
-$767.3K
0
-100%
减持
QQQ
INVESCO QQQ TR
-$750.4K
5,226
-35%
增持
DGRO
ISHARES TR
+$740.4K
31,250
+69%
增持
—
MEDTRONIC PLC
-$682.4K
227,115
+0%
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$643.3K
121,685
+12%
增持
ICSH
ISHARES TR
+$566.9K
23,831
+91%
减持
AAPL
APPLE INC
-$548.0K
64,647
-0%
清仓
REET
ISHARES TR
-$490.4K
0
-100%
建仓
VUSB
VANGUARD BD INDEX FDS
+$490.0K
10,000
减持
VTIP
VANGUARD MALVERN FDS
-$465.4K
0
-100%
增持
FSTA
FIDELITY COVINGTON TRUST
+$445.1K
83,146
+2%
增持
VTEB
VANGUARD MUN BD FDS
+$424.7K
9,383
+1040%
增持
CGGO
CAPITAL GROUP GBL GROWTH EQT
+$418.6K
22,191
+770%
减持
AVGO
BROADCOM INC
+$410.9K
4,111
-3%
减持
VOO
VANGUARD INDEX FDS
-$401.9K
5,474
-23%
清仓
—
BROOKFIELD ASSET MGMT INC
-$388.2K
0
-100%
增持
KWEB
KRANESHARES TR
+$336.9K
11,913
+1185%
增持
ABBV
ABBVIE INC
+$336.7K
12,280
+0%
增持
CGGR
CAPITAL GROUP GROWTH ETF
+$325.0K
37,878
+72%
增持
VDC
VANGUARD WORLD FDS
+$323.7K
7,315
+17%
建仓
SMH
VANECK ETF TRUST
+$317.2K
1,563
减持
INTC
INTEL CORP
-$309.6K
5,447
-69%
建仓
BN
BROOKFIELD CORP
+$298.7K
9,494
减持
GOOG
ALPHABET INC
-$280.9K
26,068
-3%
增持
FENY
FIDELITY COVINGTON TRUST
+$262.5K
53,922
+5%
减持
JPM
JPMORGAN CHASE &CO
+$251.7K
9,166
-2%
增持
IDV
ISHARES TR
+$249.5K
43,993
+5%
减持
VIG
VANGUARD SPECIALIZED FUNDS
+$248.4K
44,343
-8%
减持
META
META PLATFORMS INC
-$228.1K
3,624
-26%
增持
IGRO
ISHARES TR
+$225.3K
4,761
+391%
减持
MUB
ISHARES TR
-$219.7K
0
-100%
减持
CCI
CROWN CASTLE INC
-$213.6K
762
-65%
增持
NVO
NOVO-NORDISK A S
+$205.6K
5,655
+1%
增持
IWP
ISHARES TR
+$184.7K
2,227
+11621%
减持
VNQ
VANGUARD INDEX FDS
-$182.7K
8,755
-22%
增持
IEMG
ISHARES INC
+$177.3K
12,396
+33%
增持
SPY
SPDR S&P 500 ETF TR
+$177.1K
5,993
+1%
增持
MMM
3M CO
+$169.8K
15,836
+1%
增持
VDE
VANGUARD WORLD FDS
+$150.9K
7,413
+1%
增持
TSLA
TESLA INC
-$146.0K
7,079
+84%
增持
PFE
PFIZER INC
+$144.4K
19,236
+0%
减持
ARKK
ARK ETF TR
-$139.7K
5,148
-35%
清仓
—
ATLASSIAN CORP PLC
-$134.8K
0
-100%
减持
IGSB
ISHARES TR
-$134.7K
4,294
-39%
增持
—
EXXON MOBIL CORP
+$134.3K
5,824
+0%
增持
AMGN
AMGEN INC
+$129.9K
3,472
+0%
减持
ARKW
ARK ETF TR
-$128.4K
3,459
-40%
增持
JNJ
JOHNSON &JOHNSON
+$125.6K
9,412
+0%
增持
UNH
UNITEDHEALTH GROUP INC
+$125.2K
4,765
+0%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$113.8K
2,648
+0%
增持
CARR
CARRIER GLOBAL CORPORATION
+$110.8K
3,461
+285%
增持
HD
HOME DEPOT INC
+$108.2K
2,665
+0%
减持
NVDA
NVIDIA CORPORATION
+$105.1K
4,847
-2%
减持
—
ASML HOLDING N V
+$103.1K
1,389
-12%
减持
SHOP
SHOPIFY INC
+$100.8K
16,941
-6%
减持
VWOB
VANGUARD WHITEHALL FDS
-$96.3K
595
-74%
增持
—
WOLFSPEED INC
-$89.5K
2,695
+1%
建仓
SPSB
SPDR SER TR
+$89.2K
3,036
增持
ARKF
ARK ETF TR
+$85.4K
11,481
+125%
清仓
FBND
FIDELITY MERRIMACK STR TR
-$83.4K
0
-100%
建仓
JCPB
J P MORGAN EXCHANGE TRADED F
+$83.2K
1,811
增持
CVX
CHEVRON CORP NEW
+$78.9K
2,197
+0%
减持
EMB
ISHARES TR
-$78.3K
0
-100%
减持
ARKQ
ARK ETF TR
-$77.7K
2,812
-34%
建仓
TEAM
ATLASSIAN CORPORATION
+$75.4K
586
建仓
VT
VANGUARD INTL EQUITY INDEX F
+$74.4K
863
减持
SE
SEA LTD
-$74.0K
6,129
-13%
建仓
IMCG
ISHARES TR
+$73.6K
1,366
建仓
IYZ
ISHARES TR
+$70.3K
3,136
减持
VZ
VERIZON COMMUNICATIONS INC
-$66.1K
3,647
-34%
减持
—
JAMF HLDG CORP
-$66.0K
318
-90%
增持
USB
US BANCORP DEL
+$65.4K
19,637
+0%
增持
VUG
VANGUARD INDEX FDS
+$65.0K
1,307
+31%
减持
IJK
ISHARES TR
-$63.1K
1,019
-52%
增持
CGDV
CAPITAL GROUP DIVIDEND VALUE
+$61.4K
3,988
+149%
增持
CSCO
CISCO SYS INC
+$56.6K
7,345
+0%
减持
U
UNITY SOFTWARE INC
-$56.0K
5,435
-18%
增持
IFRA
ISHARES TR
+$54.8K
13,626
+0%
增持
VTV
VANGUARD INDEX FDS
+$54.6K
3,220
+0%
减持
BAC
BANK AMERICA CORP
-$54.4K
6,175
-28%
减持
CSR
CENTERSPACE
-$54.2K
3,902
-7%
增持
DFE
WISDOMTREE TR
+$52.8K
5,431
+1%
增持
EFG
ISHARES TR
+$51.4K
2,352
+17%
减持
IETC
ISHARES U S ETF TR
-$50.2K
8,703
-15%
减持
—
CRISPR THERAPEUTICS AG
-$50.1K
1,861
-3%
建仓
IWM
ISHARES TR
+$47.9K
275
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$47.3K
29,756
-6%
建仓
BAM
BROOKFIELD ASSET MANAGMT LTD
+$46.4K
1,618
减持
V
VISA INC
-$45.7K
1,243
-27%
减持
MELI
MERCADOLIBRE INC
-$45.0K
1,282
-6%
增持
XLE
SELECT SECTOR SPDR TR
+$44.9K
2,779
+1%
减持
VXUS
VANGUARD STAR FDS
-$43.7K
394
-72%
增持
MCD
MCDONALDS CORP
+$43.6K
1,320
+0%
增持
MO
ALTRIA GROUP INC
+$43.5K
8,141
+0%
减持
SNOW
SNOWFLAKE INC
-$43.1K
1,354
-3%
减持
XPEV
XPENG INC
-$43.0K
6,935
-26%
增持
VCR
VANGUARD WORLD FDS
+$42.2K
1,006
+33%
减持
MU
MICRON TECHNOLOGY INC
-$41.2K
6,340
-11%
减持
EFV
ISHARES TR
-$40.2K
5,761
-27%
减持
—
PAGSEGURO DIGITAL LTD
-$39.7K
8,129
-3%
增持
IJT
ISHARES TR
+$39.5K
525
+209%
增持
CGW
INVESCO EXCH TRADED FD TR II
+$38.9K
6,824
+0%
增持
IWF
ISHARES TR
+$37.5K
2,015
+8%
减持
—
BROOKFIELD RENEWABLE CORP
-$37.5K
3,612
-14%
增持
IWR
ISHARES TR
+$37.0K
569
+2486%
建仓
CGUS
CAPITAL GROUP CORE EQUITY ET
+$34.4K
1,531
增持
ASB
ASSOCIATED BANC CORP
+$33.2K
10,384
+1%
增持
ITW
ILLINOIS TOOL WKS INC
+$33.0K
810
+1%
减持
STNE
STONECO LTD
-$32.4K
9,769
-25%
增持
PWV
INVESCO EXCHANGE TRADED FD T
+$32.1K
5,929
+0%
减持
EFAV
ISHARES TR
+$30.7K
5,366
-1%
减持
PTBD
PACER FDS TR
-$30.6K
6,111
-22%
减持
IEFA
ISHARES TR
+$29.9K
3,345
-0%
增持
NKE
NIKE INC
+$29.9K
877
+0%
减持
BABA
ALIBABA GROUP HLDG LTD
-$28.6K
583
-42%
增持
TDIV
FIRST TR EXCHANGE-TRADED FD
+$27.7K
5,442
+2%
减持
COIN
COINBASE GLOBAL INC
-$27.6K
413
-37%
减持
IWO
ISHARES TR
-$26.9K
491
-23%
减持
WBD
WARNER BROS DISCOVERY INC
-$26.7K
5,033
-22%
增持
—
BROOKFIELD INFRASTRUCTURE CO
-$26.7K
27,962
+2%
增持
IJH
ISHARES TR
+$25.7K
1,075
+1%
增持
VTI
VANGUARD INDEX FDS
+$23.5K
1,977
+0%
减持
IVW
ISHARES TR
+$23.1K
86,867
-1%
增持
FHLC
FIDELITY COVINGTON TRUST
+$22.7K
1,399
+21%
增持
KO
COCA COLA CO
+$21.9K
2,697
+1%
增持
IGF
ISHARES TR
+$21.8K
946
+84%
减持
CMCSA
COMCAST CORP NEW
+$21.2K
12,996
-12%
清仓
—
VY GLOBAL GROWTH
-$21.1K
0
-100%
减持
PBR
PETROLEO BRASILEIRO SA PETRO
-$20.9K
1,779
-45%
清仓
—
CITRIX SYS INC
-$20.8K
0
-100%
减持
T
AT&T INC
+$20.2K
22,954
-12%
增持
GE
GENERAL ELECTRIC CO
+$20.1K
920
+0%
减持
IJR
ISHARES TR
+$19.6K
2,657
-0%
清仓
AGG
ISHARES TR
-$19.3K
0
-100%
减持
PRLB
PROTO LABS INC
-$18.9K
19
-96%
减持
NIO
NIO INC
-$18.3K
1,205
-37%
减持
PYPL
PAYPAL HLDGS INC
-$18.3K
1,119
-2%
清仓
EWY
ISHARES INC
-$18.2K
0
-100%
减持
LUMN
LUMEN TECHNOLOGIES INC
-$17.9K
4,537
-21%
减持
ABNB
AIRBNB INC
-$17.9K
631
-8%
减持
IJS
ISHARES TR
+$17.6K
2,521
-2%
