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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
23Q3 调仓
2023-06-30 → 2023-09-30 · 共 150 项
建仓 11
增持 91
减持 45
清仓 3
方向
标的
Δ市值
现股数(环比)
减持
AAPL
APPLE INC
-$1.5M
65,484
-0%
增持
—
MEDTRONIC PLC
-$1.4M
241,014
+4%
减持
VGT
VANGUARD WORLD FDS
-$863.5K
25,412
-2%
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
MSFT
MICROSOFT CORP
-$809.1K
33,093
+0%
减持
ICSH
ISHARES TR
-$498.1K
3,741
-73%
增持
VYMI
VANGUARD WHITEHALL FDS
+$426.9K
76,776
+12%
增持
UNH
UNITEDHEALTH GROUP INC
+$385.9K
5,361
+11%
增持
VYM
VANGUARD WHITEHALL FDS
-$367.5K
134,121
+0%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
-$304.4K
31,066
+4%
减持
GOOG
ALPHABET INC
+$284.2K
26,754
-0%
增持
VIG
VANGUARD SPECIALIZED FUNDS
-$266.1K
45,021
+1%
减持
HD
HOME DEPOT INC
-$254.7K
1,914
-29%
增持
SCHD
SCHWAB STRATEGIC TR
+$242.6K
3,720
+1205%
增持
—
BROOKFIELD INFRASTRUCTURE CO
-$240.2K
29,283
+5%
增持
GIS
GENERAL MLS INC
-$223.4K
17,743
+0%
增持
FTEC
FIDELITY COVINGTON TRUST
-$214.2K
27,856
+0%
减持
MU
MICRON TECHNOLOGY INC
-$203.0K
2,900
-54%
增持
FSTA
FIDELITY COVINGTON TRUST
-$198.4K
92,133
+2%
增持
ABBV
ABBVIE INC
+$190.2K
12,227
+1%
增持
AMGN
AMGEN INC
+$169.8K
3,505
+1%
减持
AVGO
BROADCOM INC
-$163.0K
4,097
-0%
增持
MELI
MERCADOLIBRE INC
+$162.2K
1,422
+3%
增持
CGGO
CAPITAL GROUP GBL GROWTH EQT
+$161.9K
30,582
+38%
增持
—
ASML HOLDING N V
-$157.3K
1,652
+6%
增持
WFC
WELLS FARGO CO NEW
+$157.2K
6,151
+179%
减持
QQQ
INVESCO QQQ TR
-$150.4K
4,841
-5%
减持
JNJ
JOHNSON &JOHNSON
-$145.3K
9,077
-4%
减持
ITW
ILLINOIS TOOL WKS INC
-$143.0K
267
-67%
减持
FENY
FIDELITY COVINGTON TRUST
+$137.2K
54,652
-1%
增持
SE
SEA LTD
-$137.2K
12,651
+6%
增持
VIGI
VANGUARD WHITEHALL FDS
-$118.8K
87,320
+3%
增持
IVW
ISHARES TR
-$118.6K
88,720
+1%
减持
IDV
ISHARES TR
-$117.9K
42,625
-7%
减持
ILMN
ILLUMINA INC
-$115.4K
1,298
-17%
增持
NVO
NOVO-NORDISK A S
+$113.4K
11,311
+100%
减持
IRTC
IRHYTHM TECHNOLOGIES INC
-$107.8K
342
-75%
增持
VDE
VANGUARD WORLD FDS
+$105.3K
7,451
+0%
增持
MMM
3M CO
-$102.0K
15,854
+0%
增持
LLY
ELI LILLY &CO
+$99.9K
344
+90%
减持
JPST
J P MORGAN EXCHANGE TRADED F
-$97.9K
100,110
-2%
增持
SPY
SPDR S&P 500 ETF TR
-$96.4K
6,144
+0%
减持
MCD
MCDONALDS CORP
-$95.0K
945
-18%
增持
IVV
ISHARES TR
-$94.9K
5,966
+0%
增持
CNQ
CANADIAN NAT RES LTD
+$93.5K
3,018
+67%
增持
DGRO
ISHARES TR
+$77.4K
39,547
+8%
增持
VNQ
VANGUARD INDEX FDS
-$72.1K
9,191
+0%
减持
DIS
DISNEY WALT CO
-$71.9K
5,487
-5%
减持
AMZN
AMAZON COM INC
-$70.8K
20,245
-0%
增持
VTV
VANGUARD INDEX FDS
+$66.3K
5,047
+14%
增持
PFE
PFIZER INC
-$65.1K
19,568
+1%
减持
KO
COCA COLA CO
-$64.3K
1,767
-35%
增持
CARR
CARRIER GLOBAL CORPORATION
+$63.6K
4,269
+23%
增持
HDV
ISHARES TR
-$63.5K
64,450
+1%
增持
TGT
TARGET CORP
-$62.6K
2,942
+0%
增持
VOO
VANGUARD INDEX FDS
-$57.4K
5,533
+1%
建仓
EWBC
EAST WEST BANCORP INC
+$54.6K
1,036
减持
NVDA
NVIDIA CORPORATION
+$54.1K
4,838
-0%
减持
NGG
NATIONAL GRID PLC
-$54.0K
283
-73%
清仓
CSQ
CALAMOS STRATEGIC TOTAL RETU
-$53.4K
0
-100%
减持
KWEB
KRANESHARES TR
-$51.9K
927
-68%
增持
BAC
BANK AMERICA CORP
+$50.3K
8,362
+34%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$49.4K
3,108
+47%
建仓
CGCP
CAPITAL GRP FIXED INCM ETF T
+$45.7K
2,127
增持
VDC
VANGUARD WORLD FDS
+$45.6K
9,603
+9%
减持
ARKG
ARK ETF TR
-$44.5K
7,129
-0%
增持
IYW
ISHARES TR
-$44.1K
11,703
+0%
减持
CSCO
CISCO SYS INC
-$42.3K
6,307
-14%
增持
MFC
MANULIFE FINL CORP
+$39.2K
3,972
+125%
增持
GE
GENERAL ELECTRIC CO
+$38.6K
1,310
+35%
减持
T
AT&T INC
-$38.3K
21,742
-5%
减持
META
META PLATFORMS INC
+$38.3K
3,977
-1%
减持
CMCSA
COMCAST CORP NEW
+$37.0K
13,886
-0%
减持
—
EXXON MOBIL CORP
+$37.0K
5,636
-3%
减持
PTBD
PACER FDS TR
-$36.9K
3,896
-31%
增持
DAL
DELTA AIR LINES INC DEL
-$36.9K
4,892
+7%
增持
IWF
ISHARES TR
+$33.4K
2,709
+8%
增持
CAT
CATERPILLAR INC
+$33.2K
1,005
+3%
增持
VT
VANGUARD INTL EQUITY INDEX F
+$32.5K
1,831
+29%
减持
LW
LAMB WESTON HLDGS INC
-$31.6K
79
-77%
增持
XLE
SELECT SECTOR SPDR TR
+$31.6K
3,029
+2%
增持
SNOW
SNOWFLAKE INC
-$31.2K
1,452
+1%
增持
F
FORD MTR CO DEL
-$29.7K
11,000
+0%
建仓
OWL
BLUE OWL CAPITAL INC
+$26.6K
2,049
增持
MO
ALTRIA GROUP INC
-$26.4K
8,146
+0%
减持
ARKK
ARK ETF TR
-$25.5K
5,690
-0%
增持
VXUS
VANGUARD STAR FDS
+$25.1K
1,416
+57%
增持
SRE
SEMPRA
-$25.1K
5,952
+102%
增持
VALE
VALE S A
+$24.8K
20,364
+10%
增持
EFG
ISHARES TR
-$24.2K
3,242
+2%
清仓
XNEAX
NUVEEN AMT FREE QLTY MUN INC
-$22.1K
0
-100%
清仓
FUTY
FIDELITY COVINGTON TRUST
-$22.0K
0
-100%
增持
SQ
BLOCK INC
-$21.6K
2,145
+23%
增持
VZ
VERIZON COMMUNICATIONS INC
-$20.2K
4,540
+1%
增持
STNE
STONECO LTD
-$18.7K
13,143
+5%
减持
IJH
ISHARES TR
-$18.4K
1,064
-2%
减持
VUG
VANGUARD INDEX FDS
-$17.9K
1,294
-1%
减持
FHLC
FIDELITY COVINGTON TRUST
-$17.8K
1,171
-17%
增持
ABNB
AIRBNB INC
+$17.6K
906
+9%
增持
EMXC
ISHARES INC
+$17.6K
541
+199%
减持
CVX
CHEVRON CORP NEW
+$16.9K
2,154
-2%
增持
DFE
WISDOMTREE TR
-$16.6K
5,616
+1%
减持
DOW
DOW INC
-$15.3K
409
-40%
减持
SPSC
SPS COMM INC
-$15.2K
181
-25%
增持
—
PAGSEGURO DIGITAL LTD
+$15.1K
14,664
+25%
增持
GEHC
GE HEALTHCARE TECHNOLOGIES I
+$14.9K
522
+106%
增持
IJS
ISHARES TR
-$14.8K
2,619
+0%
减持
CVRX
CVRX INC
-$14.0K
807
-53%
增持
TDIV
FIRST TR EXCHANGE-TRADED FD
-$13.7K
5,457
+0%
减持
ARKQ
ARK ETF TR
-$13.6K
2,875
-1%
增持
DTE
DTE ENERGY CO
-$13.0K
1,322
+1%
增持
AMD
ADVANCED MICRO DEVICES INC
-$12.8K
2,119
+5%
增持
VTI
VANGUARD INDEX FDS
-$12.8K
2,364
+1%
增持
ASB
ASSOCIATED BANC CORP
+$12.1K
11,237
+1%
减持
LIT
GLOBAL X FDS
-$11.9K
321
-29%
建仓
IGV
ISHARES TR
+$10.9K
32
增持
DLR
DIGITAL RLTY TR INC
+$10.9K
534
+13%
增持
RSPU
INVESCO EXCHANGE TRADED FD T
-$10.5K
2,112
+100%
建仓
XHB
SPDR SER TR
+$10.2K
133
增持
CCI
CROWN CASTLE INC
-$10.1K
845
+10%
建仓
IQLT
ISHARES TR
+$9.6K
286
增持
IMCB
ISHARES TR
+$9.5K
4,286
+10%
增持
GILD
GILEAD SCIENCES INC
+$9.4K
7,368
+5%
增持
IWM
ISHARES TR
+$9.3K
1,553
+10%
建仓
BAB
INVESCO EXCH TRADED FD TR II
+$9.0K
354
增持
IETC
ISHARES U S ETF TR
-$8.3K
8,834
+2%
减持
CTSH
COGNIZANT TECHNOLOGY SOLUTIO
-$8.0K
314
-30%
增持
IJR
ISHARES TR
+$7.9K
3,155
+8%
建仓
LMT
LOCKHEED MARTIN CORP
+$7.4K
18
增持
IEFA
ISHARES TR
-$7.1K
3,395
+2%
增持
VOE
VANGUARD INDEX FDS
-$6.9K
948
+0%
增持
CSX
CSX CORP
-$6.7K
2,035
+0%
减持
LUMN
LUMEN TECHNOLOGIES INC
-$6.6K
2,543
-44%
增持
VBK
VANGUARD INDEX FDS
-$6.6K
431
+0%
增持
AFL
AFLAC INC
+$6.6K
903
+0%
增持
XEL
XCEL ENERGY INC
-$6.5K
3,519
+5%
减持
JPM
JPMORGAN CHASE &CO
-$6.3K
9,158
-0%
增持
FREL
FIDELITY COVINGTON TRUST
-$6.1K
2,888
+1%
建仓
TXN
TEXAS INSTRS INC
+$5.9K
37
增持
NU
NU HLDGS LTD
+$5.7K
16,132
+14%
减持
IJK
ISHARES TR
-$5.7K
979
-4%
增持
MET
METLIFE INC
+$5.7K
223
+51%
减持
XLY
SELECT SECTOR SPDR TR
-$5.2K
131
-15%
增持
—
ASTRAZENECA PLC
+$5.0K
1,444
+11%
增持
PBW
INVESCO EXCHANGE TRADED FD T
-$4.8K
568
+1%
增持
FDX
FEDEX CORP
+$4.6K
69
+25%
建仓
IGIB
ISHARES TR
+$4.6K
95
增持
PFG
PRINCIPAL FINANCIAL GROUP IN
+$4.6K
314
+32%
增持
XLK
SELECT SECTOR SPDR TR
-$4.6K
473
+0%
建仓
HYMB
SPDR SER TR
+$4.5K
191
增持
ECL
ECOLAB INC
-$4.5K
825
+7%
