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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
23Q2 调仓
2023-03-31 → 2023-06-30 · 共 150 项
建仓 8
增持 115
减持 20
清仓 7
方向
标的
Δ市值
现股数(环比)
增持
AAPL
APPLE INC
+$2.0M
65,601
+1%
增持
—
MEDTRONIC PLC
+$1.7M
230,708
+0%
增持
MSFT
MICROSOFT CORP
+$1.7M
33,060
+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。
增持
AVGO
BROADCOM INC
+$929.2K
4,110
+0%
增持
IVW
ISHARES TR
+$724.0K
87,809
+3%
增持
ICSH
ISHARES TR
+$501.7K
13,649
+271%
增持
VYMI
VANGUARD WHITEHALL FDS
+$483.0K
68,429
+10%
增持
FTEC
FIDELITY COVINGTON TRUST
+$465.3K
27,852
+0%
减持
BSX
BOSTON SCIENTIFIC CORP
+$447.6K
146,787
-2%
增持
TSLA
TESLA INC
+$431.0K
7,477
+2%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$429.3K
44,705
+1%
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$388.4K
102,143
+9%
增持
QQQ
INVESCO QQQ TR
+$324.1K
5,102
+5%
增持
IVV
ISHARES TR
+$307.1K
5,961
+4%
增持
ABBV
ABBVIE INC
-$295.4K
12,116
+0%
减持
SHOP
SHOPIFY INC
+$295.1K
17,771
-0%
减持
VTEB
VANGUARD MUN BD FDS
-$294.5K
4,633
-55%
增持
SPY
SPDR S&P 500 ETF TR
+$268.1K
6,143
+2%
减持
VYM
VANGUARD WHITEHALL FDS
-$261.5K
134,108
-2%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$235.6K
29,766
+0%
减持
VIGI
VANGUARD WHITEHALL FDS
-$200.0K
84,530
-5%
增持
CGGR
CAPITAL GROUP GROWTH ETF
+$191.6K
45,451
+7%
减持
IYW
ISHARES TR
+$187.6K
11,683
-0%
增持
FSTA
FIDELITY COVINGTON TRUST
+$182.2K
90,740
+4%
增持
—
ASML HOLDING N V
+$179.1K
1,559
+12%
增持
VDC
VANGUARD WORLD FDS
+$167.6K
8,787
+10%
增持
SE
SEA LTD
+$162.7K
11,943
+95%
增持
VTV
VANGUARD INDEX FDS
+$160.3K
4,432
+30%
增持
IWM
ISHARES TR
+$141.3K
1,416
+104%
增持
JPM
JPMORGAN CHASE &CO
+$139.4K
9,175
+0%
增持
IWF
ISHARES TR
+$136.1K
2,497
+11%
建仓
JEPI
J P MORGAN EXCHANGE TRADED F
+$117.1K
2,116
增持
GIS
GENERAL MLS INC
-$115.0K
17,716
+3%
增持
VTI
VANGUARD INDEX FDS
+$111.2K
2,338
+18%
增持
MELI
MERCADOLIBRE INC
-$100.4K
1,385
+5%
增持
JNJ
JOHNSON &JOHNSON
+$99.7K
9,419
+0%
增持
TGT
TARGET CORP
-$99.1K
2,941
+0%
增持
DGRO
ISHARES TR
+$90.0K
36,511
+2%
清仓
SPSB
SPDR SER TR
-$90.0K
0
-100%
增持
HDV
ISHARES TR
+$86.5K
63,865
+2%
清仓
JCPB
J P MORGAN EXCHANGE TRADED F
-$85.8K
0
-100%
增持
PFE
PFIZER INC
-$79.5K
19,469
+0%
清仓
ABBNY
ABB LTD
-$79.5K
0
-100%
增持
MMM
3M CO
-$78.9K
15,848
+0%
增持
T
AT&T INC
-$72.9K
22,873
+1%
增持
EFV
ISHARES TR
+$72.3K
7,780
+22%
减持
DIS
DISNEY WALT CO
-$70.8K
5,787
-1%
增持
AMGN
AMGEN INC
-$68.1K
3,478
+0%
减持
IETC
ISHARES U S ETF TR
+$67.3K
8,685
-0%
增持
SMH
VANECK ETF TRUST
+$64.6K
3,126
+100%
增持
UNH
UNITEDHEALTH GROUP INC
+$64.4K
4,821
+1%
增持
AMD
ADVANCED MICRO DEVICES INC
+$60.2K
2,025
+16%
增持
EFG
ISHARES TR
+$59.9K
3,187
+22%
增持
VT
VANGUARD INTL EQUITY INDEX F
+$58.6K
1,424
+65%
增持
VCR
VANGUARD WORLD FDS
+$58.5K
1,355
+5%
增持
USB
US BANCORP DEL
-$58.4K
19,679
+0%
增持
NU
NU HLDGS LTD
+$53.4K
14,098
+16%
增持
STNE
STONECO LTD
+$51.3K
12,473
+11%
增持
VUSB
VANGUARD BD INDEX FDS
+$49.2K
11,017
+10%
减持
CMCSA
COMCAST CORP NEW
+$48.2K
13,927
-0%
增持
—
CRISPR THERAPEUTICS AG
+$45.1K
2,302
+24%
增持
SNOW
SNOWFLAKE INC
+$44.1K
1,438
+6%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$44.0K
7,883
+15%
增持
HD
HOME DEPOT INC
+$44.0K
2,682
+0%
增持
LLY
LILLY ELI &CO
+$42.3K
181
+46%
增持
ARKK
ARK ETF TR
+$41.6K
5,691
+10%
增持
IWR
ISHARES TR
+$41.0K
1,109
+94%
建仓
CP
CANADIAN PACIFIC KANSAS CITY
+$40.4K
500
增持
VNQ
VANGUARD INDEX FDS
+$39.2K
9,185
+5%
清仓
—
CANADIAN PAC RY LTD
-$38.5K
0
-100%
减持
CSQ
CALAMOS STRATEGIC TOTAL RETU
-$38.0K
3,620
-45%
增持
ARKG
ARK ETF TR
+$37.9K
7,132
+4%
增持
ARKW
ARK ETF TR
+$37.3K
3,826
+10%
建仓
AGG
ISHARES TR
+$36.6K
374
增持
IDV
ISHARES TR
-$33.5K
45,596
+2%
增持
—
PAGSEGURO DIGITAL LTD
+$33.0K
11,774
+29%
增持
F
FORD MTR CO DEL
+$32.4K
10,995
+3%
增持
VXUS
VANGUARD STAR FDS
+$28.9K
903
+129%
增持
ABNB
AIRBNB INC
+$28.3K
833
+32%
增持
IMCB
ISHARES TR
+$27.5K
3,895
+8%
增持
ROST
ROSS STORES INC
+$27.0K
266
+885%
增持
TDIV
FIRST TR EXCHANGE-TRADED FD
+$25.2K
5,452
+0%
增持
ZM
ZOOM VIDEO COMMUNICATIONS IN
+$24.3K
476
+341%
增持
IFRA
ISHARES TR
+$24.0K
13,628
+0%
建仓
DHR
DANAHER CORPORATION
+$24.0K
100
建仓
TSN
TYSON FOODS INC
+$23.5K
461
增持
ARKQ
ARK ETF TR
+$23.0K
2,918
+4%
减持
DAL
DELTA AIR LINES INC DEL
+$22.9K
4,583
-18%
增持
MCD
MCDONALDS CORP
+$22.1K
1,153
+0%
清仓
BIV
VANGUARD BD INDEX FDS
-$20.6K
0
-100%
增持
IUSG
ISHARES TR
+$18.4K
2,039
+0%
减持
WBD
WARNER BROS DISCOVERY INC
-$18.3K
4,508
-9%
增持
MU
MICRON TECHNOLOGY INC
+$17.7K
6,343
+0%
增持
ECL
ECOLAB INC
+$16.7K
773
+0%
增持
IWP
ISHARES TR
+$16.4K
2,268
+2%
增持
ARKF
ARK ETF TR
+$16.2K
5,360
+5%
增持
CCI
CROWN CASTLE INC
-$14.7K
771
+1%
增持
IJH
ISHARES TR
+$13.9K
1,085
+1%
建仓
IWD
ISHARES TR
+$13.7K
87
增持
—
EXXON MOBIL CORP
-$13.5K
5,834
+0%
增持
IJR
ISHARES TR
+$13.4K
2,908
+2%
增持
SLYG
SPDR SER TR
+$13.2K
961
+17%
增持
—
BROOKFIELD INFRASTRUCTURE CO
-$13.2K
27,974
+0%
增持
SRE
SEMPRA
-$13.1K
2,953
+1%
增持
IGRO
ISHARES TR
+$13.0K
4,883
+2%
增持
CVX
CHEVRON CORP NEW
-$12.5K
2,201
+0%
增持
WFC
WELLS FARGO CO NEW
+$11.9K
2,205
+0%
减持
PTBD
PACER FDS TR
-$11.7K
5,644
-9%
减持
GE
GENERAL ELECTRIC CO
+$11.5K
967
-2%
增持
IEFA
ISHARES TR
+$11.2K
3,341
+4%
增持
XLK
SELECT SECTOR SPDR TR
+$10.9K
472
+0%
增持
VEU
VANGUARD INTL EQUITY INDEX F
+$10.7K
824
+29%
增持
NKE
NIKE INC
-$10.7K
878
+0%
增持
IXN
ISHARES TR
+$10.7K
1,336
+0%
增持
XLF
SELECT SECTOR SPDR TR
+$10.3K
1,681
+17%
增持
XLE
SELECT SECTOR SPDR TR
+$9.7K
2,984
+6%
增持
CGXU
CAPITAL GROUP INTL FOCUS EQT
+$9.6K
4,990
+7%
减持
VZ
VERIZON COMMUNICATIONS INC
-$9.5K
4,500
-1%
增持
IJS
ISHARES TR
+$9.4K
2,613
+2%
建仓
EMXC
ISHARES INC
+$9.4K
181
增持
CGDV
CAPITAL GROUP DIVIDEND VALUE
+$9.4K
4,335
+0%
增持
IWO
ISHARES TR
+$9.0K
554
+0%
增持
CSX
CSX CORP
+$8.6K
2,030
+0%
减持
PNW
PINNACLE WEST CAP CORP
-$8.5K
81
-58%
增持
ASB
ASSOCIATED BANC CORP
-$8.5K
11,102
+6%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$8.4K
800
-7%
建仓
IWS
ISHARES TR
+$8.1K
74
增持
PWV
INVESCO EXCHANGE TRADED FD T
+$8.1K
5,932
+0%
增持
DFE
WISDOMTREE TR
-$7.5K
5,574
+2%
增持
QCOM
QUALCOMM INC
-$7.2K
1,976
+4%
增持
IUSV
ISHARES TR
+$7.2K
1,518
+0%
清仓
OGS
ONE GAS INC
-$7.1K
0
-100%
增持
ITOT
ISHARES TR
+$7.1K
960
+0%
增持
ICLN
ISHARES TR
-$7.1K
5,492
+0%
增持
IEMG
ISHARES INC
+$6.8K
12,408
+0%
增持
ITW
ILLINOIS TOOL WKS INC
+$6.5K
818
+0%
清仓
OKE
ONEOK INC NEW
-$6.4K
0
-100%
减持
GEHC
GE HEALTHCARE TECHNOLOGIES I
-$6.1K
254
-22%
增持
RIVN
RIVIAN AUTOMOTIVE INC
+$5.8K
445
+336%
增持
FENY
FIDELITY COVINGTON TRUST
-$5.7K
55,244
+1%
增持
MO
ALTRIA GROUP INC
+$5.6K
8,144
+0%
减持
VFC
V F CORP
-$5.1K
700
-13%
增持
AFL
AFLAC INC
+$5.0K
899
+1%
减持
SQ
BLOCK INC
-$5.0K
1,750
-1%
增持
DSI
ISHARES TR
+$5.0K
783
+0%
增持
IMCG
ISHARES TR
+$4.8K
1,372
+0%
增持
FIW
FIRST TR EXCHANGE TRADED FD
+$4.7K
941
+0%
增持
IVE
ISHARES TR
+$4.6K
465
+0%
增持
KO
COCA COLA CO
-$4.1K
2,710
+0%
增持
MOAT
VANECK ETF TRUST
+$3.8K
150
+36%
