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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
23Q1 调仓
2022-12-31 → 2023-03-31 · 共 150 项
建仓 5
增持 116
减持 18
清仓 11
方向
标的
Δ市值
现股数(环比)
增持
AAPL
APPLE INC
+$2.3M
65,107
+1%
增持
VGT
VANGUARD WORLD FDS
+$1.7M
25,799
+0%
增持
MSFT
MICROSOFT CORP
+$1.6M
33,057
+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
JPST
J P MORGAN EXCHANGE TRADED F
-$1.4M
94,058
-23%
减持
ICSH
ISHARES TR
-$1.0M
3,678
-85%
增持
—
MEDTRONIC PLC
+$924.2K
230,409
+1%
增持
MELI
MERCADOLIBRE INC
+$656.1K
1,321
+3%
增持
TSLA
TESLA INC
+$654.3K
7,357
+4%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$551.8K
29,761
+0%
增持
FTEC
FIDELITY COVINGTON TRUST
+$541.9K
27,847
+0%
减持
BSX
BOSTON SCIENTIFIC CORP
+$499.9K
149,752
-1%
增持
VYMI
VANGUARD WHITEHALL FDS
+$476.1K
62,013
+10%
增持
GOOG
ALPHABET INC
+$475.3K
26,811
+3%
增持
AMZN
AMAZON COM INC
+$427.9K
20,285
+2%
增持
META
META PLATFORMS INC
+$417.4K
4,027
+11%
减持
IVW
ISHARES TR
+$383.1K
85,534
-2%
增持
VIGI
VANGUARD WHITEHALL FDS
+$370.6K
88,863
+0%
减持
AVGO
BROADCOM INC
+$337.8K
4,109
-0%
增持
VYM
VANGUARD WHITEHALL FDS
-$302.7K
137,312
+0%
增持
UNH
UNITEDHEALTH GROUP INC
-$273.5K
4,767
+0%
减持
KWEB
KRANESHARES TR
-$270.3K
2,870
-76%
增持
SHOP
SHOPIFY INC
+$264.9K
17,791
+5%
增持
MMM
3M CO
-$233.9K
15,842
+0%
增持
DGRO
ISHARES TR
+$228.9K
35,835
+15%
增持
IYW
ISHARES TR
+$219.0K
11,684
+1%
增持
FSTA
FIDELITY COVINGTON TRUST
+$213.4K
87,246
+5%
增持
JNJ
JOHNSON &JOHNSON
-$203.2K
9,415
+0%
增持
—
BROOKFIELD INFRASTRUCTURE CO
+$200.5K
27,968
+0%
增持
CGGR
CAPITAL GROUP GROWTH ETF
+$199.8K
42,524
+12%
增持
—
ASML HOLDING N V
+$192.1K
1,397
+1%
增持
PFE
PFIZER INC
-$192.0K
19,452
+1%
增持
IVV
ISHARES TR
+$183.0K
5,716
+1%
减持
QQQ
INVESCO QQQ TR
+$169.1K
4,863
-7%
增持
SPY
SPDR S&P 500 ETF TR
+$163.0K
5,996
+0%
增持
USB
US BANCORP DEL
-$147.8K
19,655
+0%
增持
VDC
VANGUARD WORLD FDS
+$139.7K
7,963
+9%
增持
VOO
VANGUARD INDEX FDS
+$135.9K
5,476
+0%
增持
IWF
ISHARES TR
+$119.3K
2,255
+12%
增持
VCR
VANGUARD WORLD FDS
+$105.0K
1,288
+28%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$98.6K
44,362
+0%
增持
CGXU
CAPITAL GROUP INTL FOCUS EQT
+$96.8K
4,645
+788%
增持
DIS
DISNEY WALT CO
+$82.1K
5,867
+1%
增持
CMCSA
COMCAST CORP NEW
+$76.0K
13,992
+8%
增持
IWM
ISHARES TR
+$76.0K
695
+153%
增持
AMGN
AMGEN INC
-$71.7K
3,476
+0%
清仓
IYZ
ISHARES TR
-$70.3K
0
-100%
建仓
—
LINDE PLC
+$68.6K
193
减持
ARKF
ARK ETF TR
-$68.0K
5,096
-56%
增持
MU
MICRON TECHNOLOGY INC
+$65.8K
6,341
+0%
清仓
—
LINDE PLC
-$63.0K
0
-100%
增持
VTEB
VANGUARD MUN BD FDS
+$62.8K
10,406
+11%
减持
ABBV
ABBVIE INC
-$56.7K
12,097
-1%
增持
IETC
ISHARES U S ETF TR
+$56.3K
8,721
+0%
增持
FENY
FIDELITY COVINGTON TRUST
-$55.6K
54,811
+2%
增持
ARKW
ARK ETF TR
+$53.6K
3,487
+1%
增持
IMCB
ISHARES TR
+$53.1K
3,612
+28%
增持
HD
HOME DEPOT INC
-$52.9K
2,674
+0%
增持
ASB
ASSOCIATED BANC CORP
-$51.1K
10,493
+1%
增持
GOOGL
ALPHABET INC
+$50.2K
2,985
+2%
增持
VDE
VANGUARD WORLD FDS
-$50.0K
7,432
+0%
增持
ARKK
ARK ETF TR
+$48.7K
5,195
+1%
增持
F
FORD MTR CO DEL
+$47.8K
10,632
+44%
增持
VUG
VANGUARD INDEX FDS
+$47.7K
1,308
+0%
清仓
PHYS
SPROTT PHYSICAL GOLD TR
-$47.5K
0
-100%
增持
EFG
ISHARES TR
+$47.1K
2,606
+11%
增持
HDV
ISHARES TR
+$44.8K
62,467
+3%
增持
EFV
ISHARES TR
+$44.2K
6,357
+10%
增持
BABA
ALIBABA GROUP HLDG LTD
+$43.3K
926
+59%
增持
IDV
ISHARES TR
+$39.2K
44,892
+2%
增持
CGW
INVESCO EXCH TRADED FD TR II
+$36.9K
7,121
+4%
增持
CVX
CHEVRON CORP NEW
-$35.6K
2,199
+0%
增持
INTC
INTEL CORP
+$34.9K
5,475
+1%
增持
CSCO
CISCO SYS INC
+$34.7K
7,358
+0%
增持
TEAM
ATLASSIAN CORPORATION
+$34.7K
643
+10%
增持
TDIV
FIRST TR EXCHANGE-TRADED FD
+$34.6K
5,446
+0%
增持
JPM
JPMORGAN CHASE &CO
-$34.2K
9,170
+0%
增持
VZ
VERIZON COMMUNICATIONS INC
+$33.1K
4,547
+25%
增持
DAL
DELTA AIR LINES INC DEL
+$32.7K
5,583
+13%
增持
MRNA
MODERNA INC
+$30.0K
436
+112%
增持
U
UNITY SOFTWARE INC
+$27.5K
5,637
+4%
增持
BAC
BANK AMERICA CORP
-$27.2K
6,200
+0%
减持
WBD
WARNER BROS DISCOVERY INC
+$27.1K
4,953
-2%
建仓
GEHC
GE HEALTHCARE TECHNOLOGIES I
+$26.7K
326
减持
MCD
MCDONALDS CORP
-$25.9K
1,152
-13%
增持
VTI
VANGUARD INDEX FDS
+$25.8K
1,978
+0%
增持
IXN
ISHARES TR
+$25.7K
1,332
+28%
增持
SLYG
SPDR SER TR
+$25.3K
824
+68%
增持
IJR
ISHARES TR
+$24.9K
2,857
+8%
增持
XPEV
XPENG INC
+$23.3K
8,302
+20%
增持
UNP
UNION PAC CORP
+$22.8K
443
+38%
增持
DFE
WISDOMTREE TR
+$21.6K
5,466
+1%
增持
VALE
VALE S A
-$20.9K
18,487
+0%
清仓
PSLV
SPROTT PHYSICAL SILVER TR
-$20.4K
0
-100%
增持
GILD
GILEAD SCIENCES INC
-$20.3K
7,042
+0%
增持
IWO
ISHARES TR
+$20.1K
553
+13%
建仓
FBND
FIDELITY MERRIMACK STR TR
+$20.0K
435
增持
ITW
ILLINOIS TOOL WKS INC
+$19.7K
814
+0%
增持
DSI
ISHARES TR
+$19.4K
781
+35%
增持
COIN
COINBASE GLOBAL INC
+$18.7K
493
+19%
增持
BP
BP PLC
+$18.7K
680
+233%
增持
GE
GENERAL ELECTRIC CO
+$17.7K
991
+8%
增持
VTV
VANGUARD INDEX FDS
+$17.4K
3,399
+6%
减持
BA
BOEING CO
-$16.6K
176
-38%
增持
ECL
ECOLAB INC
+$15.7K
770
+0%
增持
IGRO
ISHARES TR
+$15.5K
4,781
+0%
增持
STNE
STONECO LTD
+$15.3K
11,275
+15%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$15.3K
160
+300%
增持
IUSG
ISHARES TR
+$15.2K
2,036
+0%
减持
T
AT&T INC
+$15.1K
22,738
-1%
增持
IFRA
ISHARES TR
+$14.5K
13,627
+0%
减持
KMB
KIMBERLY-CLARK CORP
-$14.1K
105
-50%
清仓
CLX
CLOROX CO DEL
-$14.0K
0
-100%
增持
CGDV
CAPITAL GROUP DIVIDEND VALUE
+$13.7K
4,323
+8%
清仓
—
JOHNSON CTLS INTL PLC
-$12.8K
0
-100%
减持
EFAV
ISHARES TR
+$12.3K
5,225
-3%
清仓
KGRN
KRANESHARES TR
-$11.7K
0
-100%
增持
ITOT
ISHARES TR
+$10.7K
958
+7%
增持
XLE
SELECT SECTOR SPDR TR
-$10.6K
2,806
+1%
减持
CVS
CVS HEALTH CORP
-$10.5K
360
-10%
增持
PWV
INVESCO EXCHANGE TRADED FD T
-$10.5K
5,930
+0%
减持
GIS
GENERAL MLS INC
+$10.3K
17,246
-1%
增持
IJH
ISHARES TR
+$10.0K
1,079
+0%
增持
DTE
DTE ENERGY CO
-$9.2K
1,300
+1%
增持
NGG
NATIONAL GRID PLC
+$9.2K
1,056
+2%
增持
IJS
ISHARES TR
+$8.9K
2,554
+1%
增持
MO
ALTRIA GROUP INC
-$8.8K
8,143
+0%
增持
WFC
WELLS FARGO CO NEW
-$8.4K
2,199
+0%
减持
IEFA
ISHARES TR
+$8.1K
3,206
-4%
建仓
MOAT
VANECK ETF TRUST
+$8.1K
110
清仓
—
FISKER INC
-$7.3K
0
-100%
增持
—
PAGSEGURO DIGITAL LTD
+$7.1K
9,123
+12%
增持
VBK
VANGUARD INDEX FDS
+$6.9K
430
+0%
增持
SRE
SEMPRA
-$6.8K
2,931
+1%
增持
AFL
AFLAC INC
-$6.3K
894
+0%
增持
VNQ
VANGUARD INDEX FDS
+$6.3K
8,771
+0%
清仓
RWX
SPDR INDEX SHS FDS
-$5.9K
0
-100%
增持
CSQ
CALAMOS STRATEGIC TOTAL RETU
+$5.7K
6,527
+2%
增持
—
ASTRAZENECA PLC
+$5.5K
1,296
+4%
增持
IUSV
ISHARES TR
+$5.3K
1,512
+0%
增持
IMCG
ISHARES TR
+$5.2K
1,369
+0%
增持
LW
LAMB WESTON HLDGS INC
+$5.2K
337
+0%
增持
DOC
HEALTHPEAK PROPERTIES INC
-$5.2K
1,835
+1%
建仓
—
BIOVIE INC
+$4.7K
585
增持
SDG
ISHARES TR
+$4.3K
610
+9%
清仓
—
TITAN MED INC
-$4.2K
0
-100%
增持
TM
TOYOTA MOTOR CORP
+$4.1K
267
+8%
增持
FIW
FIRST TR EXCHANGE TRADED FD
+$4.0K
940
+0%
增持
AXP
AMERICAN EXPRESS CO
+$4.0K
229
+0%
增持
IGSB
ISHARES TR
+$3.9K
4,310
+0%
清仓
ESPO
VANECK ETF TRUST
-$3.9K
0
-100%
