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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
24Q3 调仓
2024-06-30 → 2024-09-30 · 共 150 项
建仓 6
增持 107
减持 34
清仓 3
方向
标的
Δ市值
现股数(环比)
减持
—
MEDTRONIC PLC
+$1.7M
221,835
-4%
增持
AAPL
APPLE INC
+$1.5M
64,107
+1%
增持
VYM
VANGUARD WHITEHALL FDS
+$1.5M
135,896
+1%
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
VIG
VANGUARD SPECIALIZED FUNDS
+$1.2M
46,618
+6%
减持
BSX
BOSTON SCIENTIFIC CORP
+$839.6K
146,333
-1%
增持
VIGI
VANGUARD WHITEHALL FDS
+$730.1K
98,684
+0%
增持
HDV
ISHARES TR
+$665.2K
68,912
+1%
增持
MELI
MERCADOLIBRE INC
+$589.0K
1,430
+0%
减持
MSFT
MICROSOFT CORP
-$559.0K
32,996
-0%
增持
TSLA
TESLA INC
+$500.0K
7,763
+0%
增持
FSTA
FIDELITY COVINGTON TRUST
+$474.8K
108,390
+2%
增持
GOOG
ALPHABET INC
-$439.4K
27,390
+0%
增持
DGRO
ISHARES TR
+$427.1K
50,414
+6%
减持
VYMI
VANGUARD WHITEHALL FDS
+$412.4K
97,252
-1%
增持
NVDA
NVIDIA CORPORATION
+$363.2K
44,666
+9%
减持
—
ASML HOLDING N V
-$326.0K
1,646
-1%
减持
MMM
3M CO
+$324.4K
13,837
-10%
增持
ABBV
ABBVIE INC
+$317.3K
12,207
+0%
增持
SE
SEA LTD
+$311.9K
13,405
+1%
减持
NVO
NOVO-NORDISK A S
-$288.5K
11,195
-1%
增持
—
BROOKFIELD INFRASTRUCTURE CO
+$287.1K
29,367
+0%
增持
META
META PLATFORMS INC
+$275.8K
3,950
+0%
增持
VDC
VANGUARD WORLD FD
+$246.5K
10,372
+4%
减持
VGT
VANGUARD WORLD FD
-$242.7K
22,941
-3%
减持
UNH
UNITEDHEALTH GROUP INC
+$242.3K
4,159
-3%
增持
GIS
GENERAL MLS INC
+$226.2K
18,262
+3%
增持
VOO
VANGUARD INDEX FDS
+$204.0K
5,844
+2%
增持
SPY
SPDR S&P 500 ETF TR
+$192.2K
6,322
+0%
增持
IVV
ISHARES TR
+$186.1K
6,076
+0%
增持
SCHD
SCHWAB STRATEGIC TR
+$178.2K
6,709
+34%
增持
IDV
ISHARES TR
+$171.9K
62,010
+1%
减持
JPST
J P MORGAN EXCHANGE TRADED F
-$153.4K
46,088
-7%
减持
IVW
ISHARES TR
+$135.8K
93,266
-2%
增持
HDB
HDFC BANK LTD
+$126.2K
9,799
+29%
增持
JNJ
JOHNSON & JOHNSON
+$124.1K
7,801
+0%
增持
USB
US BANCORP DEL
+$120.2K
19,794
+0%
增持
—
WOLFSPEED INC
-$119.7K
12,943
+20%
增持
CARR
CARRIER GLOBAL CORPORATION
+$118.2K
5,388
+8%
减持
VNQ
VANGUARD INDEX FDS
+$117.6K
9,124
-1%
增持
FTEC
FIDELITY COVINGTON TRUST
+$110.3K
27,652
+1%
增持
HD
HOME DEPOT INC
+$106.9K
1,750
+0%
增持
CGGR
CAPITAL GROUP GROWTH ETF
+$105.5K
47,816
+1%
增持
VHT
VANGUARD WORLD FD
+$104.6K
3,125
+7%
增持
VTV
VANGUARD INDEX FDS
+$103.3K
6,636
+1%
增持
VCR
VANGUARD WORLD FD
+$88.9K
1,614
+9%
增持
VALE
VALE S A
+$85.9K
36,112
+20%
增持
CNQ
CANADIAN NAT RES LTD
+$81.8K
16,185
+26%
增持
AMZN
AMAZON COM INC
-$80.5K
20,604
+2%
增持
JPM
JPMORGAN CHASE & CO.
+$79.3K
9,129
+0%
增持
CGCB
CAPITAL GRP FIXED INCM ETF T
+$78.3K
5,051
+126%
增持
IWM
ISHARES TR
+$77.7K
2,531
+7%
增持
NVS
NOVARTIS AG
+$76.3K
1,774
+48%
增持
MU
MICRON TECHNOLOGY INC
-$75.9K
3,087
+3%
增持
IEFA
ISHARES TR
+$67.5K
5,575
+10%
增持
IFRA
ISHARES TR
+$66.2K
13,635
+0%
增持
AVGO
BROADCOM INC
+$64.1K
38,265
+840%
增持
FELC
FIDELITY COVINGTON TRUST
+$61.9K
7,351
+29%
增持
CGGO
CAPITAL GROUP GBL GROWTH EQT
+$60.2K
39,449
+3%
增持
QCOM
QUALCOMM INC
-$57.5K
1,978
+0%
增持
NOW
SERVICENOW INC
+$56.9K
484
+1%
增持
CGDV
CAPITAL GROUP DIVIDEND VALUE
+$55.8K
8,691
+10%
增持
FENY
FIDELITY COVINGTON TRUST
-$54.6K
54,759
+0%
增持
IWF
ISHARES TR
+$53.3K
3,168
+2%
增持
IJR
ISHARES TR
+$53.3K
4,340
+2%
减持
T
AT&T INC
+$51.4K
18,690
-1%
增持
INTC
INTEL CORP
-$49.4K
6,623
+0%
增持
SRE
SEMPRA
+$49.1K
6,124
+1%
增持
TDIV
FIRST TR EXCHANGE-TRADED FD
+$47.9K
5,754
+5%
增持
IMCB
ISHARES TR
+$47.5K
4,756
+6%
减持
MA
MASTERCARD INCORPORATED
+$46.5K
1,151
-3%
建仓
—
TE CONNECTIVITY PLC
+$45.9K
304
增持
VT
VANGUARD INTL EQUITY INDEX F
+$45.9K
2,791
+9%
清仓
—
TE CONNECTIVITY LTD
-$45.8K
0
-100%
增持
MO
ALTRIA GROUP INC
+$45.3K
8,231
+0%
增持
IETC
ISHARES U S ETF TR
+$45.0K
10,537
+1%
增持
FESM
FIDELITY COVINGTON TRUST
+$44.3K
11,327
+3%
增持
CMCSA
COMCAST CORP NEW
+$38.5K
14,610
+0%
增持
BABA
ALIBABA GROUP HLDG LTD
+$38.0K
1,082
+1%
增持
IGRO
ISHARES TR
+$37.8K
5,033
+0%
减持
AXON
AXON ENTERPRISE INC
-$34.6K
21
-86%
增持
AMGN
AMGEN INC
+$34.3K
3,479
+0%
增持
IEMG
ISHARES INC
+$33.9K
8,506
+0%
增持
VDE
VANGUARD WORLD FD
-$33.5K
6,924
+0%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$32.6K
7,963
+0%
增持
IJS
ISHARES TR
+$28.2K
2,651
+0%
减持
SPSC
SPS COMM INC
-$28.1K
25
-86%
减持
SOLV
SOLVENTUM CORP
+$28.0K
3,100
-13%
增持
NU
NU HLDGS LTD
+$27.7K
28,152
+2%
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
-$26.1K
31,267
-0%
建仓
CGMS
CAPITAL GRP FIXED INCM ETF T
+$25.6K
920
建仓
VOOG
VANGUARD ADMIRAL FDS INC
+$25.2K
73
增持
DFE
WISDOMTREE TR
+$24.4K
5,776
+1%
增持
DTE
DTE ENERGY CO
+$24.0K
1,340
+0%
减持
VZ
VERIZON COMMUNICATIONS INC
-$23.1K
3,625
-20%
减持
ARKW
ARK ETF TR
+$22.8K
3,736
-1%
增持
BOTZ
GLOBAL X FDS
+$22.2K
5,535
+10%
增持
TGT
TARGET CORP
+$22.1K
2,827
+0%
减持
VTI
VANGUARD INDEX FDS
+$21.8K
2,326
-2%
增持
F
FORD MTR CO
-$21.3K
10,779
+0%
建仓
FETH
FIDELITY ETHEREUM FD
+$20.9K
804
清仓
TRP
TC ENERGY CORP
-$18.9K
0
-100%
增持
CCI
CROWN CASTLE INC
+$18.5K
864
+1%
增持
ARKQ
ARK ETF TR
+$17.9K
2,894
+1%
减持
ARKK
ARK ETF TR
+$17.9K
5,637
-1%
增持
PWV
INVESCO EXCHANGE TRADED FD T
+$17.7K
5,383
+0%
增持
VO
VANGUARD INDEX FDS
+$17.0K
344
+13%
增持
XLP
SELECT SECTOR SPDR TR
+$17.0K
1,764
+4%
增持
IYW
ISHARES TR
+$16.9K
11,880
+0%
增持
PSA
PUBLIC STORAGE OPER CO
+$16.8K
217
+0%
减持
EFAV
ISHARES TR
+$16.7K
4,906
-5%
减持
CSCO
CISCO SYS INC
+$16.6K
5,944
-6%
增持
VOE
VANGUARD INDEX FDS
+$16.6K
951
+0%
减持
QQQ
INVESCO QQQ TR
+$16.5K
3,001
-1%
增持
DIS
DISNEY WALT CO
-$16.3K
5,260
+0%
增持
AMD
ADVANCED MICRO DEVICES INC
+$16.1K
2,171
+4%
减持
FFLG
FIDELITY COVINGTON TRUST
-$15.5K
2,099
-25%
减持
BAC
BANK AMERICA CORP
-$15.0K
7,899
-4%
减持
FNCL
FIDELITY COVINGTON TRUST
-$14.5K
497
-38%
增持
—
MAKEMYTRIP LIMITED MAURITIUS
+$14.4K
261
+123%
建仓
ETHE
GRAYSCALE ETHEREUM TR ETH
+$14.1K
642
增持
IUSV
ISHARES TR
+$13.7K
1,733
+1%
增持
ECL
ECOLAB INC
+$13.6K
765
+0%
增持
VUG
VANGUARD INDEX FDS
+$13.4K
1,313
+0%
增持
USMV
ISHARES TR
+$13.0K
852
+10%
增持
FIW
FIRST TR EXCHANGE-TRADED FD
+$12.9K
1,375
+0%
增持
FREL
FIDELITY COVINGTON TRUST
+$12.9K
2,990
+1%
增持
IWO
ISHARES TR
+$12.6K
574
+0%
减持
PFE
PFIZER INC
+$12.5K
19,074
-1%
减持
PTBD
PACER FDS TR
-$12.4K
2,491
-21%
增持
KO
COCA COLA CO
+$12.0K
1,442
+0%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$12.0K
3,479
+1%
减持
ARKG
ARK ETF TR
-$11.8K
6,082
-15%
清仓
—
WESTROCK CO
-$11.3K
0
-100%
建仓
—
SMURFIT WESTROCK PLC
+$11.1K
224
增持
VB
VANGUARD INDEX FDS
+$11.0K
161
+30%
减持
ARKF
ARK ETF TR
+$10.4K
5,355
-0%
减持
TSN
TYSON FOODS INC
-$9.7K
295
-38%
增持
IUSG
ISHARES TR
+$9.6K
2,080
+0%
增持
AXP
AMERICAN EXPRESS CO
+$9.2K
231
+0%
增持
DAL
DELTA AIR LINES INC DEL
+$9.1K
2,582
+0%
增持
UNP
UNION PAC CORP
+$9.0K
428
+0%
减持
THG
HANOVER INS GROUP INC
-$8.9K
500
-24%
增持
VXUS
VANGUARD STAR FDS
+$8.7K
1,877
+0%
增持
XLE
SELECT SECTOR SPDR TR
-$8.4K
3,142
+1%
增持
NKE
NIKE INC
+$8.3K
632
+0%
增持
VBK
VANGUARD INDEX FDS
+$7.7K
434
+0%
增持
IVE
ISHARES TR
+$7.7K
477
+1%
增持
IMCG
ISHARES TR
+$7.5K
1,387
+0%
增持
ITOT
ISHARES TR
+$7.4K
1,051
+0%
增持
ASB
ASSOCIATED BANC CORP
+$7.0K
11,726
+1%
