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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
24Q1 调仓
2023-12-31 → 2024-03-31 · 共 150 项
建仓 4
增持 74
减持 64
清仓 8
方向
标的
Δ市值
现股数(环比)
减持
AAPL
APPLE INC
-$1.6M
64,223
-2%
减持
BSX
BOSTON SCIENTIFIC CORP
+$1.6M
146,130
-0%
减持
MSFT
MICROSOFT CORP
+$1.5M
33,014
-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
NVDA
NVIDIA CORPORATION
+$1.3M
4,088
-16%
减持
VYM
VANGUARD WHITEHALL FDS
+$1.2M
133,735
-0%
增持
IVW
ISHARES TR
+$1.1M
94,043
+3%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$1.0M
31,388
+0%
减持
AVGO
BROADCOM INC
+$835.1K
4,088
-0%
减持
—
MEDTRONIC PLC
+$806.4K
235,426
-2%
增持
HDV
ISHARES TR
+$775.1K
68,475
+3%
减持
UNH
UNITEDHEALTH GROUP INC
-$705.8K
4,297
-20%
增持
AMZN
AMAZON COM INC
+$577.2K
20,283
+0%
减持
VGT
VANGUARD WORLD FD
+$553.4K
24,508
-4%
增持
TSLA
TESLA INC
-$518.4K
7,620
+2%
减持
META
META PLATFORMS INC
+$514.6K
3,962
-1%
增持
FSTA
FIDELITY COVINGTON TRUST
+$491.4K
104,050
+4%
增持
VIGI
VANGUARD WHITEHALL FDS
+$421.1K
96,594
+3%
增持
GOOG
ALPHABET INC
+$393.2K
27,356
+2%
清仓
TMDX
TRANSMEDICS GROUP INC
-$371.7K
0
-100%
增持
DGRO
ISHARES TR
+$362.1K
46,303
+7%
增持
—
ASML HOLDING N V
+$356.0K
1,660
+0%
减持
VIG
VANGUARD SPECIALIZED FUNDS
+$350.2K
43,948
-2%
增持
FTEC
FIDELITY COVINGTON TRUST
+$340.6K
27,868
+0%
增持
SPY
SPDR S&P 500 ETF TR
+$332.1K
6,211
+1%
减持
ABBV
ABBVIE INC
+$330.4K
12,201
-0%
增持
IDV
ISHARES TR
+$321.8K
59,523
+24%
增持
IVV
ISHARES TR
+$309.0K
6,028
+1%
增持
NVO
NOVO-NORDISK A S
+$285.0K
11,360
+0%
增持
VOO
VANGUARD INDEX FDS
+$282.9K
5,757
+1%
减持
JPM
JPMORGAN CHASE & CO
+$259.7K
9,121
-1%
减持
WFC
WELLS FARGO CO NEW
-$244.2K
1,011
-84%
增持
QQQ
INVESCO QQQ TR
+$232.5K
4,932
+3%
减持
JNJ
JOHNSON & JOHNSON
-$193.7K
7,800
-14%
增持
CGGR
CAPITAL GROUP GROWTH ETF
+$185.5K
47,369
+1%
建仓
GBTC
GRAYSCALE BITCOIN TR BTC
+$183.1K
2,898
增持
SE
SEA LTD
+$177.4K
13,329
+0%
增持
VTV
VANGUARD INDEX FDS
+$171.5K
6,481
+10%
增持
IYW
ISHARES TR
+$158.7K
11,836
+1%
增持
CGGO
CAPITAL GROUP GBL GROWTH EQT
+$156.6K
34,539
+6%
增持
FENY
FIDELITY COVINGTON TRUST
+$155.5K
54,698
+0%
减持
DIS
DISNEY WALT CO
+$153.2K
5,304
-3%
增持
VDC
VANGUARD WORLD FD
+$147.9K
9,619
+1%
减持
SMH
VANECK ETF TRUST
+$145.7K
3,077
-2%
增持
IETC
ISHARES U S ETF TR
+$142.8K
10,126
+10%
增持
IWF
ISHARES TR
+$131.5K
3,027
+3%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$124.9K
2,543
-4%
增持
VHT
VANGUARD WORLD FD
+$124.1K
2,580
+13%
增持
NU
NU HLDGS LTD
+$114.5K
25,584
+12%
减持
SNOW
SNOWFLAKE INC
-$113.0K
1,313
-20%
减持
XEL
XCEL ENERGY INC
-$107.9K
2,046
-42%
增持
CNQ
CANADIAN NAT RES LTD
+$107.7K
6,388
+10%
建仓
—
FLUTTER ENTMT PLC
+$102.1K
517
增持
VDE
VANGUARD WORLD FD
+$101.3K
6,910
+0%
减持
VTEB
VANGUARD MUN BD FDS
-$96.1K
4,661
-28%
减持
MELI
MERCADOLIBRE INC
-$94.7K
1,427
-0%
减持
MU
MICRON TECHNOLOGY INC
+$90.0K
3,010
-3%
减持
DAL
DELTA AIR LINES INC DEL
-$89.8K
2,669
-51%
减持
TGT
TARGET CORP
+$81.7K
2,826
-4%
减持
ORCL
ORACLE CORP
+$78.7K
3,919
-0%
增持
IJR
ISHARES TR
+$76.8K
4,042
+18%
增持
VALE
VALE S A
-$74.3K
30,074
+8%
增持
IEFA
ISHARES TR
+$74.0K
4,234
+24%
增持
EFG
ISHARES TR
+$68.7K
3,852
+13%
减持
LLY
ELI LILLY & CO
+$68.3K
356
-1%
减持
MA
MASTERCARD INCORPORATED
+$64.3K
1,183
-0%
减持
AMD
ADVANCED MICRO DEVICES INC
+$63.9K
2,113
-2%
减持
GE
GENERAL ELECTRIC CO
+$62.5K
1,311
-0%
减持
MMM
3M CO
-$60.2K
15,161
-1%
清仓
VXF
VANGUARD INDEX FDS
-$59.7K
0
-100%
减持
XPEV
XPENG INC
-$59.3K
8,048
-3%
减持
T
AT&T INC
-$57.7K
17,770
-20%
建仓
CGCB
CAPITAL GRP FIXED INCM ETF T
+$57.5K
2,211
减持
HD
HOME DEPOT INC
+$57.0K
1,748
-1%
增持
SCHD
SCHWAB STRATEGIC TR
+$55.8K
4,971
+10%
增持
VTI
VANGUARD INDEX FDS
+$55.5K
2,380
+0%
减持
VYMI
VANGUARD WHITEHALL FDS
+$50.9K
97,617
-3%
增持
IWM
ISHARES TR
+$50.4K
2,150
+7%
减持
AFL
AFLAC INC
-$50.1K
288
-68%
减持
QCOM
QUALCOMM INC
+$48.2K
1,977
-0%
减持
—
EXXON MOBIL CORP
+$47.5K
5,257
-7%
增持
IXN
ISHARES TR
+$47.5K
1,856
+39%
增持
VUG
VANGUARD INDEX FDS
+$46.1K
1,303
+1%
增持
BA
BOEING CO
+$43.7K
464
+164%
减持
MFC
MANULIFE FINL CORP
-$43.6K
1,766
-56%
增持
IFRA
ISHARES TR
+$42.2K
13,633
+0%
减持
AMAT
APPLIED MATLS INC
+$41.7K
952
-0%
增持
XLE
SELECT SECTOR SPDR TR
+$38.1K
3,095
+2%
减持
NKE
NIKE INC
-$36.7K
629
-29%
增持
WMT
WALMART INC
+$36.2K
4,734
+200%
减持
COST
COSTCO WHSL CORP NEW
+$36.0K
775
-4%
减持
IRTC
IRHYTHM TECHNOLOGIES INC
-$35.8K
7
-98%
增持
HDB
HDFC BANK LTD
+$35.4K
2,922
+53%
减持
JPST
J P MORGAN EXCHANGE TRADED F
-$34.1K
99,130
-1%
增持
IMCB
ISHARES TR
+$32.5K
4,321
+3%
增持
IUSG
ISHARES TR
+$32.5K
2,131
+2%
增持
IJH
ISHARES TR
+$32.3K
5,399
+406%
增持
TDIV
FIRST TR EXCHANGE-TRADED FD
+$30.7K
5,468
+0%
增持
NICE
NICE LTD
+$30.5K
483
+1%
减持
PFE
PFIZER INC
-$29.6K
19,257
-2%
增持
INTC
INTEL CORP
+$29.3K
6,603
+26%
增持
USB
US BANCORP DEL
+$29.0K
19,751
+0%
增持
ARKG
ARK ETF TR
-$28.8K
7,132
+0%
增持
SQ
BLOCK INC
+$28.6K
2,300
+7%
清仓
SCHF
SCHWAB STRATEGIC TR
-$28.4K
0
-100%
减持
ABNB
AIRBNB INC
+$28.3K
1,070
-2%
减持
BAC
BANK AMERICA CORP
+$28.2K
8,241
-2%
增持
CGCP
CAPITAL GRP FIXED INCM ETF T
+$27.0K
5,571
+29%
增持
MO
ALTRIA GROUP INC
+$26.8K
8,151
+0%
减持
NOW
SERVICENOW INC
+$26.0K
478
-0%
减持
DOC
HEALTHPEAK PROPERTIES INC
-$25.9K
649
-66%
增持
USMV
ISHARES TR
+$25.5K
808
+50%
清仓
CVRX
CVRX INC
-$25.4K
0
-100%
减持
ARKW
ARK ETF TR
+$24.7K
3,783
-1%
减持
—
PAGSEGURO DIGITAL LTD
+$24.4K
14,512
-1%
增持
CGDV
CAPITAL GROUP DIVIDEND VALUE
+$24.1K
7,438
+2%
增持
—
UBS GROUP AG
+$23.8K
4,894
+20%
减持
GOOGL
ALPHABET INC
+$23.1K
2,965
-2%
减持
CMCSA
COMCAST CORP NEW
-$22.3K
13,537
-3%
减持
ECL
ECOLAB INC
+$22.3K
761
-2%
减持
STNE
STONECO LTD
-$22.1K
12,936
-2%
减持
AMGN
AMGEN INC
-$21.7K
3,476
-1%
增持
IJK
ISHARES TR
+$21.5K
1,086
+11%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$21.4K
3,384
+7%
减持
RPM
RPM INTL INC
-$21.2K
165
-55%
增持
—
CRISPR THERAPEUTICS AG
+$21.0K
2,422
+5%
增持
FESM
FIDELITY COVINGTON TRUST
+$20.8K
10,714
+0%
建仓
AIEQ
AMPLIFY ETF TR
+$20.6K
565
减持
KO
COCA COLA CO
-$20.5K
1,437
-22%
减持
—
BROOKFIELD INFRASTRUCTURE CO
+$20.3K
29,352
-0%
清仓
—
ETF MANAGERS TR
-$20.1K
0
-100%
增持
EFV
ISHARES TR
+$19.6K
7,958
+0%
增持
ITOT
ISHARES TR
+$19.4K
1,048
+9%
清仓
BWAY
BRAINSWAY LTD
-$19.2K
0
-100%
增持
VCR
VANGUARD WORLD FD
+$18.9K
1,387
+0%
减持
MRNA
MODERNA INC
-$18.8K
230
-47%
减持
WM
WASTE MGMT INC DEL
+$18.7K
687
-4%
增持
CARR
CARRIER GLOBAL CORPORATION
+$18.7K
4,606
+6%
增持
IEMG
ISHARES INC
+$17.8K
12,649
+1%
增持
VT
VANGUARD INTL EQUITY INDEX F
+$17.5K
2,221
+0%
减持
NGG
NATIONAL GRID PLC
-$17.2K
29
-90%
清仓
ZYXIQ
ZYNEX INC
-$17.1K
0
-100%
增持
VNQ
VANGUARD INDEX FDS
-$16.9K
9,207
+0%
清仓
—
ENVVENO MEDICAL CORPORATION
-$16.8K
0
-100%
增持
FIW
FIRST TR EXCHANGE-TRADED FD
+$16.1K
1,134
+8%
增持
BOTZ
GLOBAL X FDS
+$15.7K
4,067
+2%
增持
IUSV
ISHARES TR
+$15.5K
1,692
+4%
增持
FELC
FIDELITY COVINGTON TRUST
+$15.3K
5,077
+0%
增持
IGRO
ISHARES TR
+$15.1K
4,967
+0%
减持
SNY
SANOFI
-$14.8K
100
-75%
减持
MCD
MCDONALDS CORP
-$14.7K
946
-0%
