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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
23Q4 调仓
2023-09-30 → 2023-12-31 · 共 150 项
建仓 8
增持 115
减持 25
清仓 2
方向
标的
Δ市值
现股数(环比)
减持
MSFT
MICROSOFT CORP
+$2.0M
33,069
-0%
增持
VYMI
VANGUARD WHITEHALL FDS
+$1.9M
100,242
+31%
减持
VGT
VANGUARD WORLD FDS
+$1.8M
25,407
-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
AAPL
APPLE INC
+$1.4M
65,428
-0%
增持
VIGI
VANGUARD WHITEHALL FDS
+$1.2M
93,952
+8%
增持
AVGO
BROADCOM INC
+$1.2M
4,106
+0%
增持
VYM
VANGUARD WHITEHALL FDS
+$1.1M
134,186
+0%
减持
—
MEDTRONIC PLC
+$825.2K
239,270
-1%
增持
IVW
ISHARES TR
+$758.6K
90,929
+2%
减持
BSX
BOSTON SCIENTIFIC CORP
+$697.8K
146,136
-0%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$679.7K
45,042
+0%
增持
FTEC
FIDELITY COVINGTON TRUST
+$578.0K
27,864
+0%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$562.6K
31,368
+1%
增持
FSTA
FIDELITY COVINGTON TRUST
+$536.3K
99,917
+8%
增持
AMZN
AMAZON COM INC
+$508.0K
20,281
+0%
增持
MELI
MERCADOLIBRE INC
+$449.0K
1,433
+1%
增持
HDV
ISHARES TR
+$398.1K
66,394
+3%
增持
DGRO
ISHARES TR
+$367.5K
43,223
+9%
增持
VOO
VANGUARD INDEX FDS
+$311.9K
5,688
+3%
建仓
FESM
FIDELITY COVINGTON TRUST
+$301.2K
10,700
增持
IVV
ISHARES TR
+$298.1K
5,988
+0%
增持
NVDA
NVIDIA CORPORATION
+$294.9K
4,845
+0%
减持
SPY
SPDR S&P 500 ETF TR
+$290.3K
6,137
-0%
增持
—
ASML HOLDING N V
+$281.9K
1,657
+0%
增持
IDV
ISHARES TR
+$264.5K
48,131
+13%
增持
GOOG
ALPHABET INC
+$244.5K
26,765
+0%
增持
JPM
JPMORGAN CHASE &CO
+$239.2K
9,214
+1%
减持
QQQ
INVESCO QQQ TR
+$222.9K
4,779
-1%
增持
META
META PLATFORMS INC
+$215.5K
3,982
+0%
增持
IYW
ISHARES TR
+$211.9K
11,730
+0%
减持
SHOP
SHOPIFY INC
+$202.7K
15,051
-15%
增持
USB
US BANCORP DEL
+$202.5K
19,729
+0%
增持
VTV
VANGUARD INDEX FDS
+$187.9K
5,913
+17%
增持
CNQ
CANADIAN NAT RES LTD
+$184.6K
5,797
+92%
减持
MMM
3M CO
+$184.0K
15,261
-4%
增持
CGGR
CAPITAL GROUP GROWTH ETF
+$183.1K
47,107
+1%
增持
VALE
VALE S A
+$168.1K
27,802
+37%
增持
IWF
ISHARES TR
+$168.0K
2,931
+8%
清仓
—
SEAGEN INC
-$162.5K
0
-100%
增持
—
BROOKFIELD INFRAST PARTNERS
+$159.8K
7,448
+193%
增持
NVO
NOVO-NORDISK A S
+$145.0K
11,345
+0%
增持
CGGO
CAPITAL GROUP GBL GROWTH EQT
+$137.2K
32,574
+7%
减持
VDE
VANGUARD WORLD FDS
-$135.7K
6,895
-7%
建仓
FELC
FIDELITY COVINGTON TRUST
+$134.4K
5,057
增持
UNH
UNITEDHEALTH GROUP INC
+$128.4K
5,378
+0%
增持
IWM
ISHARES TR
+$127.4K
2,002
+29%
增持
VNQ
VANGUARD INDEX FDS
+$117.7K
9,203
+0%
增持
VTEB
VANGUARD MUN BD FDS
+$109.1K
6,503
+40%
增持
IETC
ISHARES U S ETF TR
+$103.8K
9,204
+4%
增持
SNOW
SNOWFLAKE INC
+$103.3K
1,634
+13%
增持
CGDV
CAPITAL GROUP DIVIDEND VALUE
+$102.7K
7,295
+68%
增持
FENY
FIDELITY COVINGTON TRUST
-$101.9K
54,666
+0%
增持
AMD
ADVANCED MICRO DEVICES INC
+$99.6K
2,154
+2%
增持
—
EXXON MOBIL CORP
-$99.1K
5,637
+0%
增持
TGT
TARGET CORP
+$93.9K
2,943
+0%
减持
ILMN
ILLUMINA INC
-$93.7K
607
-53%
增持
INTC
INTEL CORP
+$89.9K
5,221
+8%
建仓
OTTR
OTTER TAIL CORP
+$88.0K
1,036
增持
PFE
PFIZER INC
-$85.1K
19,590
+0%
增持
SCHD
SCHWAB STRATEGIC TR
+$81.8K
4,532
+22%
增持
COST
COSTCO WHSL CORP NEW
+$80.7K
806
+1%
减持
ABT
ABBOTT LABS
+$77.0K
8,468
-4%
增持
NU
NU HLDGS LTD
+$73.7K
22,892
+42%
增持
IJR
ISHARES TR
+$72.3K
3,417
+8%
增持
NOW
SERVICENOW INC
+$71.2K
479
+0%
减持
ABBV
ABBVIE INC
+$68.9K
12,206
-0%
减持
XLP
SELECT SECTOR SPDR TR
-$68.2K
1,690
-39%
增持
AMGN
AMGEN INC
+$68.0K
3,507
+0%
增持
MU
MICRON TECHNOLOGY INC
+$67.7K
3,104
+7%
增持
QCOM
QUALCOMM INC
+$67.0K
1,980
+0%
减持
VDC
VANGUARD WORLD FDS
+$61.6K
9,508
-1%
增持
VTI
VANGUARD INDEX FDS
+$61.0K
2,374
+0%
建仓
VXF
VANGUARD INDEX FDS
+$59.7K
363
增持
VT
VANGUARD INTL EQUITY INDEX F
+$57.3K
2,215
+21%
增持
BAC
BANK AMERICA CORP
+$55.4K
8,444
+1%
增持
CGCP
CAPITAL GRP FIXED INCM ETF T
+$52.4K
4,324
+103%
增持
WFC
WELLS FARGO CO NEW
+$51.4K
6,152
+0%
增持
EFG
ISHARES TR
+$51.3K
3,419
+5%
增持
DIS
DISNEY WALT CO
+$51.1K
5,491
+0%
增持
ASB
ASSOCIATED BANC CORP
+$50.8K
11,363
+1%
增持
IFRA
ISHARES TR
+$50.3K
13,632
+0%
增持
VUG
VANGUARD INDEX FDS
+$50.2K
1,295
+0%
减持
ON
ON SEMICONDUCTOR CORP
-$49.8K
1,240
-25%
增持
GILD
GILEAD SCIENCES INC
+$48.1K
7,409
+1%
增持
CGW
INVESCO EXCH TRADED FD TR II
+$47.8K
7,151
+0%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$44.7K
8,610
+9%
增持
IEMG
ISHARES INC
+$44.4K
12,552
+1%
增持
TDIV
FIRST TR EXCHANGE-TRADED FD
+$44.2K
5,465
+0%
减持
ARKF
ARK ETF TR
+$44.0K
5,359
-0%
增持
T
AT&T INC
+$43.9K
22,076
+2%
增持
SRE
SEMPRA
+$43.6K
6,001
+1%
减持
VCR
VANGUARD WORLD FDS
+$42.4K
1,385
-2%
增持
DFE
WISDOMTREE TR
+$41.4K
5,635
+0%
增持
CGXU
CAPITAL GROUP INTL FOCUS EQT
+$41.1K
6,268
+26%
增持
PWV
INVESCO EXCHANGE TRADED FD T
+$39.9K
6,259
+5%
增持
SPGI
S&P GLOBAL INC
+$39.5K
520
+0%
增持
V
VISA INC
+$38.8K
1,247
+0%
增持
MA
MASTERCARD INCORPORATED
+$37.1K
1,185
+0%
增持
EWBC
EAST WEST BANCORP INC
+$37.1K
1,274
+23%
增持
IJS
ISHARES TR
+$36.8K
2,624
+0%
增持
DAL
DELTA AIR LINES INC DEL
+$36.5K
5,408
+11%
增持
CAT
CATERPILLAR INC
+$35.5K
1,048
+4%
减持
HD
HOME DEPOT INC
+$35.2K
1,770
-8%
增持
GOOGL
ALPHABET INC
+$33.8K
3,038
+2%
增持
EFV
ISHARES TR
+$32.6K
7,933
+2%
增持
MCD
MCDONALDS CORP
+$32.3K
949
+0%
增持
VXUS
VANGUARD STAR FDS
+$31.6K
1,853
+31%
建仓
VO
VANGUARD INDEX FDS
+$31.2K
134
增持
VZ
VERIZON COMMUNICATIONS INC
+$30.4K
4,708
+4%
增持
IJH
ISHARES TR
+$30.2K
1,067
+0%
增持
IGRO
ISHARES TR
+$29.8K
4,947
+1%
建仓
SCHF
SCHWAB STRATEGIC TR
+$28.4K
769
建仓
VIOO
VANGUARD ADMIRAL FDS INC
+$28.4K
286
建仓
CVE
CENOVUS ENERGY INC
+$27.9K
1,676
增持
BOTZ
GLOBAL X FDS
+$26.4K
3,989
+13%
减持
IMCB
ISHARES TR
+$26.2K
4,204
-2%
增持
IUSG
ISHARES TR
+$24.0K
2,088
+2%
增持
ABNB
AIRBNB INC
+$23.9K
1,089
+20%
增持
LLY
ELI LILLY &CO
+$23.9K
358
+4%
增持
AMAT
APPLIED MATLS INC
+$22.8K
954
+0%
增持
GE
GENERAL ELECTRIC CO
+$22.7K
1,313
+0%
增持
PANW
PALO ALTO NETWORKS INC
+$22.4K
367
+0%
增持
—
ASTRAZENECA PLC
+$22.4K
1,784
+24%
增持
WM
WASTE MGMT INC DEL
+$22.1K
713
+3%
增持
IEFA
ISHARES TR
+$21.7K
3,415
+1%
增持
IUSV
ISHARES TR
+$21.5K
1,631
+5%
减持
PDBC
INVESCO ACTVELY MNGD ETC FD
-$21.2K
0
-100%
增持
HDB
HDFC BANK LTD
+$20.5K
1,909
+5%
增持
CSCO
CISCO SYS INC
-$20.3K
6,309
+0%
增持
CCI
CROWN CASTLE INC
+$20.1K
849
+0%
增持
EFA
ISHARES TR
+$19.8K
3,034
+0%
增持
XLE
SELECT SECTOR SPDR TR
-$19.6K
3,031
+0%
增持
UNP
UNION PAC CORP
+$19.6K
450
+1%
增持
HOWL
WEREWOLF THERAPEUTICS INC
+$18.0K
6,750
+80%
增持
SE
SEA LTD
-$17.5K
13,296
+5%
减持
EFAV
ISHARES TR
+$17.2K
5,165
-1%
增持
IWO
ISHARES TR
+$16.2K
557
+1%
减持
FNCL
FIDELITY COVINGTON TRUST
-$15.9K
794
-37%
清仓
—
ARCO PLATFORM LTD
-$14.8K
0
-100%
增持
IXN
ISHARES TR
+$14.1K
1,340
+0%
减持
GLD
SPDR GOLD TR
+$13.9K
798
-1%
增持
MO
ALTRIA GROUP INC
-$13.8K
8,148
+0%
减持
ECL
ECOLAB INC
+$13.8K
774
-6%
增持
JNJ
JOHNSON &JOHNSON
+$13.7K
9,107
+0%
增持
ADBE
ADOBE INC
+$13.7K
152
+1%
增持
XLK
SELECT SECTOR SPDR TR
+$13.6K
474
+0%
增持
VOE
VANGUARD INDEX FDS
+$13.4K
949
+0%
增持
CARR
CARRIER GLOBAL CORPORATION
+$13.4K
4,335
+2%
增持
FIW
FIRST TR EXCHANGE TRADED FD
+$12.7K
1,052
+0%
增持
EMXC
ISHARES INC
+$12.7K
716
+32%
