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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
24Q2 调仓
2024-03-31 → 2024-06-30 · 共 150 项
建仓 14
增持 103
减持 29
清仓 4
方向
标的
Δ市值
现股数(环比)
减持
JPST
J P MORGAN EXCHANGE TRADED F
-$2.5M
49,375
-50%
减持
AAPL
APPLE INC
+$2.4M
63,778
-1%
减持
—
MEDTRONIC PLC
-$2.3M
231,682
-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
BSX
BOSTON SCIENTIFIC CORP
+$1.4M
148,333
+2%
增持
NVDA
NVIDIA CORPORATION
+$1.4M
40,967
+902%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$1.2M
31,392
+0%
减持
AVGO
BROADCOM INC
+$1.1M
4,071
-0%
增持
MSFT
MICROSOFT CORP
+$867.9K
33,018
+0%
增持
GOOG
ALPHABET INC
+$853.6K
27,363
+0%
增持
IVW
ISHARES TR
+$853.4K
95,033
+1%
减持
VGT
VANGUARD WORLD FD
+$847.5K
23,757
-3%
减持
QQQ
INVESCO QQQ TR
-$741.5K
3,023
-39%
减持
VUSB
VANGUARD BD INDEX FDS
-$495.5K
1,017
-91%
减持
FTEC
FIDELITY COVINGTON TRUST
+$372.1K
27,490
-1%
增持
HDB
HDFC BANK LTD
+$323.3K
7,568
+159%
清仓
DEW
WISDOMTREE TR
-$310.8K
0
-100%
增持
VYM
VANGUARD WHITEHALL FDS
-$236.0K
134,440
+1%
减持
IEMG
ISHARES INC
-$198.2K
8,490
-33%
增持
TSLA
TESLA INC
+$191.5K
7,737
+2%
建仓
SOLV
SOLVENTUM CORP
+$188.1K
3,557
增持
SPY
SPDR S&P 500 ETF TR
+$186.1K
6,312
+2%
增持
IYW
ISHARES TR
+$185.8K
11,856
+0%
增持
—
WOLFSPEED INC
+$165.8K
10,776
+300%
减持
GBTC
GRAYSCALE BITCOIN TR BTC
-$157.2K
485
-83%
增持
IVV
ISHARES TR
+$149.6K
6,065
+1%
增持
CGGO
CAPITAL GROUP GBL GROWTH EQT
+$134.4K
38,354
+11%
建仓
FBTC
FIDELITY WISE ORIGIN BITCOIN
+$130.5K
2,487
增持
ABBV
ABBVIE INC
-$128.6K
12,204
+0%
减持
DIS
DISNEY WALT CO
-$126.8K
5,259
-1%
增持
IWF
ISHARES TR
+$115.7K
3,116
+3%
增持
FSTA
FIDELITY COVINGTON TRUST
+$107.9K
106,715
+3%
减持
HDV
ISHARES TR
-$106.4K
68,447
-0%
增持
VIGI
VANGUARD WHITEHALL FDS
+$106.4K
98,200
+2%
增持
AMGN
AMGEN INC
+$98.2K
3,478
+0%
增持
USB
US BANCORP DEL
-$97.9K
19,772
+0%
增持
GOOGL
ALPHABET INC
+$92.7K
2,966
+0%
增持
INTC
INTEL CORP
-$86.9K
6,612
+0%
增持
VHT
VANGUARD WORLD FD
+$79.3K
2,922
+13%
增持
—
BROOKFIELD INFRASTRUCTURE CO
-$69.6K
29,361
+0%
增持
HD
HOME DEPOT INC
-$68.5K
1,749
+0%
增持
IETC
ISHARES U S ETF TR
+$63.9K
10,386
+3%
增持
UNH
UNITEDHEALTH GROUP INC
+$63.7K
4,299
+0%
减持
META
META PLATFORMS INC
+$61.5K
3,938
-1%
增持
VDC
VANGUARD WORLD FD
+$55.9K
9,947
+3%
建仓
GEV
GE VERNOVA INC
+$55.2K
322
增持
IEFA
ISHARES TR
+$53.4K
5,061
+20%
增持
NU
NU HLDGS LTD
+$51.4K
27,664
+8%
增持
CARR
CARRIER GLOBAL CORPORATION
+$47.7K
5,001
+9%
增持
T
AT&T INC
+$47.0K
18,827
+6%
增持
STNE
STONECO LTD
-$46.8K
14,019
+8%
增持
DGRO
ISHARES TR
+$44.9K
47,445
+2%
增持
VT
VANGUARD INTL EQUITY INDEX F
+$42.8K
2,559
+15%
增持
VUG
VANGUARD INDEX FDS
+$42.2K
1,312
+1%
增持
FENY
FIDELITY COVINGTON TRUST
-$41.8K
54,732
+0%
减持
AMD
ADVANCED MICRO DEVICES INC
-$41.2K
2,097
-1%
增持
MU
MICRON TECHNOLOGY INC
+$41.2K
3,011
+0%
增持
MMM
3M CO
-$41.0K
15,335
+1%
建仓
JMST
J P MORGAN EXCHANGE TRADED F
+$40.2K
791
增持
GILD
GILEAD SCIENCES INC
-$37.4K
8,054
+0%
建仓
FRI
FIRST TR S&P REIT INDEX FD
+$36.2K
1,411
增持
CRM
SALESFORCE INC
+$34.7K
223
+197%
增持
IDV
ISHARES TR
+$33.7K
61,535
+3%
增持
TDIV
FIRST TR EXCHANGE-TRADED FD
+$33.2K
5,474
+0%
增持
SHOP
SHOPIFY INC
+$32.0K
18,222
+20%
增持
—
PAGSEGURO DIGITAL LTD
+$31.9K
20,460
+41%
增持
CNQ
CANADIAN NAT RES LTD
-$31.8K
12,800
+100%
减持
CSR
CENTERSPACE
+$30.7K
3,750
-4%
增持
VO
VANGUARD INDEX FDS
+$29.6K
305
+72%
增持
IWM
ISHARES TR
+$29.1K
2,372
+10%
增持
SRE
SEMPRA
+$28.6K
6,087
+1%
增持
NICE
NICE LTD
-$28.0K
569
+18%
增持
BOTZ
GLOBAL X FDS
+$26.4K
5,050
+24%
减持
VIG
VANGUARD SPECIALIZED FUNDS
-$26.4K
43,818
-0%
清仓
DHR
DANAHER CORPORATION
-$25.0K
0
-100%
增持
FELC
FIDELITY COVINGTON TRUST
+$24.2K
5,686
+12%
增持
FIW
FIRST TR EXCHANGE-TRADED FD
+$21.5K
1,374
+21%
增持
VCR
VANGUARD WORLD FD
+$20.0K
1,475
+6%
增持
MO
ALTRIA GROUP INC
+$19.3K
8,229
+1%
增持
CGDV
CAPITAL GROUP DIVIDEND VALUE
+$19.1K
7,906
+6%
建仓
XLV
SELECT SECTOR SPDR TR
+$18.8K
129
增持
JPM
JPMORGAN CHASE & CO.
+$18.7K
9,126
+0%
减持
WMT
WALMART INC
+$17.8K
4,470
-6%
减持
IJH
ISHARES TR
-$16.9K
5,314
-2%
增持
IFRA
ISHARES TR
-$16.9K
13,634
+0%
增持
BAC
BANK AMERICA CORP
+$15.9K
8,258
+0%
增持
IXN
ISHARES TR
+$15.2K
1,859
+0%
增持
CMCSA
COMCAST CORP NEW
-$15.1K
14,601
+8%
减持
IUSG
ISHARES TR
+$15.0K
2,077
-3%
减持
PTBD
PACER FDS TR
-$14.3K
3,172
-17%
增持
—
TRANE TECHNOLOGIES PLC
+$14.0K
225
+13%
增持
—
BLACKROCK INC
-$13.8K
300
+0%
减持
AGG
ISHARES TR
-$13.3K
180
-43%
增持
IJS
ISHARES TR
-$12.9K
2,644
+1%
增持
SCHD
SCHWAB STRATEGIC TR
-$11.9K
5,001
+1%
增持
VYMI
VANGUARD WHITEHALL FDS
+$11.8K
98,173
+1%
增持
NKE
NIKE INC
-$11.6K
630
+0%
建仓
WHR
WHIRLPOOL CORP
+$10.2K
100
建仓
DG
DOLLAR GEN CORP NEW
+$10.2K
77
减持
SMH
VANECK ETF TRUST
+$9.8K
2,693
-12%
建仓
UI
UBIQUITI INC
+$9.8K
67
减持
XLRE
SELECT SECTOR SPDR TR
-$9.0K
199
-53%
增持
PWV
INVESCO EXCHANGE TRADED FD T
-$8.7K
5,381
+0%
增持
XLK
SELECT SECTOR SPDR TR
+$8.6K
475
+0%
减持
WBD
WARNER BROS DISCOVERY INC
-$8.2K
3,878
-9%
增持
UNP
UNION PAC CORP
-$8.0K
426
+0%
增持
XLE
SELECT SECTOR SPDR TR
-$8.0K
3,118
+1%
增持
F
FORD MTR CO DEL
-$7.9K
10,772
+0%
增持
EFV
ISHARES TR
-$7.6K
8,018
+1%
增持
IJR
ISHARES TR
+$7.6K
4,259
+5%
清仓
ACMR
ACM RESH INC
-$7.4K
0
-100%
增持
VB
VANGUARD INDEX FDS
+$7.4K
124
+44%
增持
CSX
CSX CORP
-$7.2K
2,047
+0%
增持
EFAV
ISHARES TR
-$6.5K
5,185
+0%
增持
CCI
CROWN CASTLE INC
-$6.4K
859
+1%
增持
DTM
DT MIDSTREAM INC
+$6.4K
623
+1%
减持
EFG
ISHARES TR
-$6.3K
3,847
-0%
减持
VWO
VANGUARD INTL EQUITY INDEX F
-$6.2K
7,962
-6%
增持
VICE
ADVISORSHARES TR
+$5.8K
2,139
+14%
增持
—
EXXON MOBIL CORP
-$5.8K
5,258
+0%
增持
ECL
ECOLAB INC
+$5.8K
763
+0%
减持
DAL
DELTA AIR LINES INC DEL
-$5.7K
2,574
-4%
减持
ASAN
ASANA INC
-$5.2K
500
-36%
增持
PFE
PFIZER INC
+$5.1K
19,281
+0%
清仓
TITN
TITAN MACHY INC
-$5.1K
0
-100%
建仓
RUNN
STRATEGIC TRUST
+$5.0K
164
建仓
VNT
VONTIER CORPORATION
+$4.6K
120
增持
DFE
WISDOMTREE TR
+$4.4K
5,747
+2%
增持
IMCG
ISHARES TR
-$3.9K
1,384
+0%
增持
ITOT
ISHARES TR
+$3.8K
1,049
+0%
增持
KO
COCA COLA CO
+$3.7K
1,439
+0%
增持
IHI
ISHARES TR
-$3.7K
1,445
+0%
增持
ICLN
ISHARES TR
-$3.4K
5,537
+0%
增持
IGRO
ISHARES TR
+$3.0K
5,009
+1%
增持
VZ
VERIZON COMMUNICATIONS INC
-$2.9K
4,508
+0%
减持
USMV
ISHARES TR
-$2.7K
772
-4%
增持
DSI
ISHARES TR
+$2.6K
792
+0%
增持
DBEF
DBX ETF TR
+$2.6K
210
+40%
建仓
VXF
VANGUARD INDEX FDS
+$2.4K
14
增持
IWR
ISHARES TR
-$2.3K
1,085
+1%
增持
MDLZ
MONDELEZ INTL INC
-$2.3K
499
+0%
增持
GSK
GSK PLC
-$2.1K
510
+0%
建仓
QQQM
INVESCO EXCH TRADED FD TR II
+$2.1K
11
增持
VTRS
VIATRIS INC
-$2.1K
1,612
+0%
增持
HPQ
HP INC
+$2.0K
409
+0%
增持
IVE
ISHARES TR
-$1.9K
474
+0%
增持
FESM
FIDELITY COVINGTON TRUST
-$1.9K
11,003
+3%
增持
ICSH
ISHARES TR
+$1.8K
3,852
+1%
增持
SDG
ISHARES TR
-$1.8K
628
+1%
增持
EFA
ISHARES TR
+$1.7K
3,033
+3%
建仓
ONEQ
FIDELITY COMWLTH TR
+$1.7K
24
