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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
24Q4 调仓
2024-09-30 → 2024-12-31 · 共 150 项
建仓 20
增持 94
减持 30
清仓 6
方向
标的
Δ市值
现股数(环比)
增持
VGT
VANGUARD WORLD FD
+$3.0M
26,517
+16%
增持
—
MEDTRONIC PLC
-$1.8M
227,096
+2%
清仓
—
BROOKFIELD INFRASTRUCTURE CO
-$1.3M
0
-100%
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
AAPL
APPLE INC
+$1.3M
64,643
+1%
增持
TSLA
TESLA INC
+$1.1M
7,840
+1%
减持
AVGO
BROADCOM INC
+$981.6K
32,705
-15%
增持
VIGI
VANGUARD WHITEHALL FDS
-$798.9K
98,923
+0%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$755.3K
31,320
+0%
增持
AMZN
AMAZON COM INC
+$734.0K
20,845
+1%
建仓
RBRK
RUBRIK INC.
+$732.4K
11,205
减持
BSX
BOSTON SCIENTIFIC CORP
+$681.5K
144,920
-1%
增持
GOOG
ALPHABET INC
+$674.6K
27,589
+1%
减持
VIG
VANGUARD SPECIALIZED FUNDS
-$631.1K
43,926
-6%
增持
NVDA
NVIDIA CORPORATION
+$577.6K
44,693
+0%
增持
IVW
ISHARES TR
+$557.8K
93,451
+0%
建仓
BIPC
BROOKFIELD INFRASTRUCTURE CO
+$514.0K
12,846
增持
JPM
JPMORGAN CHASE & CO.
+$402.9K
9,711
+6%
增持
NVO
NOVO-NORDISK A S
-$364.7K
11,256
+1%
增持
IVV
ISHARES TR
+$342.3K
6,535
+8%
增持
VYMI
VANGUARD WHITEHALL FDS
-$319.8K
100,477
+3%
建仓
BLK
BLACKROCK INC
+$307.2K
300
增持
FTEC
FIDELITY COVINGTON TRUST
+$305.0K
27,749
+0%
清仓
—
BLACKROCK INC
-$284.5K
0
-100%
减持
JPST
J P MORGAN EXCHANGE TRADED F
-$273.5K
40,996
-11%
减持
IDV
ISHARES TR
-$258.0K
59,040
-5%
增持
GOOGL
ALPHABET INC
+$256.6K
3,954
+33%
增持
HDV
ISHARES TR
-$226.6K
70,183
+2%
增持
AMGN
AMGEN INC
-$189.2K
3,574
+3%
增持
VOO
VANGUARD INDEX FDS
+$185.3K
6,067
+4%
增持
—
ASML HOLDING N V
-$181.4K
1,717
+4%
减持
VALE
VALE S A
-$177.8K
27,502
-24%
增持
UNH
UNITEDHEALTH GROUP INC
-$175.9K
4,459
+7%
建仓
FDVV
FIDELITY COVINGTON TRUST
+$167.9K
3,363
建仓
KKR
KKR & CO INC
+$165.7K
1,120
增持
DIS
DISNEY WALT CO
+$151.8K
5,906
+12%
增持
SCHD
SCHWAB STRATEGIC TR
+$150.0K
26,249
+291%
减持
SE
SEA LTD
+$146.7K
13,294
-1%
增持
NOW
SERVICENOW INC
+$144.9K
545
+13%
增持
VCR
VANGUARD WORLD FD
+$137.2K
1,830
+13%
增持
SPY
SPDR S&P 500 ETF TR
+$134.1K
6,418
+2%
增持
META
META PLATFORMS INC
+$133.2K
4,090
+4%
增持
VBK
VANGUARD INDEX FDS
+$123.2K
854
+97%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$122.8K
2,853
+12%
清仓
—
BROOKFIELD RENEWABLE CORP
-$118.0K
0
-100%
增持
CGGR
CAPITAL GROUP GROWTH ETF
+$117.0K
47,902
+0%
增持
AMP
AMERIPRISE FINL INC
+$115.1K
337
+146%
增持
IWF
ISHARES TR
+$114.0K
3,245
+2%
增持
IYW
ISHARES TR
+$113.7K
12,004
+1%
建仓
FISV
FISERV INC
+$113.0K
550
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$109.5K
459
+120%
减持
—
WOLFSPEED INC
-$108.2K
2,602
-80%
增持
MMM
3M CO
-$105.1K
13,839
+0%
增持
CI
THE CIGNA GROUP
+$102.3K
378
+6200%
减持
U
UNITY SOFTWARE INC
-$101.3K
1,166
-79%
建仓
BEPC
BROOKFIELD RENEWABLE CORP
+$99.9K
3,612
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$98.7K
2,375
+9%
增持
QQQ
INVESCO QQQ TR
+$95.2K
3,051
+2%
减持
ARKW
ARK ETF TR
-$94.9K
2,066
-45%
增持
V
VISA INC
+$93.6K
1,353
+11%
增持
IETC
ISHARES U S ETF TR
+$93.4K
10,773
+2%
增持
JNJ
JOHNSON & JOHNSON
-$91.9K
8,106
+4%
增持
ORCL
ORACLE CORP
+$87.8K
4,534
+16%
减持
ARKQ
ARK ETF TR
-$87.1K
1,155
-60%
减持
ONC
BEIGENE LTD
-$86.5K
588
-32%
增持
KMI
KINDER MORGAN INC DEL
+$85.1K
3,192
+2883%
建仓
PDX
PIMCO DYNAMIC INCOME STRATEG
+$84.7K
3,240
增持
VYM
VANGUARD WHITEHALL FDS
-$79.0K
135,926
+0%
增持
FBTC
FIDELITY WISE ORIGIN BITCOIN
+$78.2K
2,652
+7%
增持
ABBV
ABBVIE INC
-$77.1K
13,132
+8%
建仓
BLDR
BUILDERS FIRSTSOURCE INC
+$76.5K
535
增持
—
ACCENTURE PLC IRELAND
+$73.9K
222
+1750%
增持
DE
DEERE & CO
+$71.9K
407
+69%
增持
CGGO
CAPITAL GROUP GBL GROWTH EQT
+$71.7K
43,158
+9%
增持
RSG
REPUBLIC SVCS INC
+$69.4K
362
+2029%
减持
EFG
ISHARES TR
-$69.2K
3,391
-8%
增持
IWM
ISHARES TR
+$69.2K
2,843
+12%
增持
NU
NU HLDGS LTD
-$67.6K
30,567
+9%
增持
HDB
HDFC BANK LTD
+$66.0K
10,633
+9%
减持
VWO
VANGUARD INTL EQUITY INDEX F
-$65.9K
7,156
-10%
减持
ARKK
ARK ETF TR
-$65.5K
3,565
-37%
减持
—
BROOKFIELD INFRAST PARTNERS
-$65.3K
6,154
-17%
增持
BAC
BANK AMERICA CORP
+$64.8K
8,605
+9%
增持
HON
HONEYWELL INTL INC
+$64.7K
2,974
+1%
增持
USB
US BANCORP DEL
+$63.0K
20,241
+2%
增持
MSFT
MICROSOFT CORP
-$62.5K
33,537
+2%
建仓
CTAS
CINTAS CORP
+$62.1K
340
减持
PFE
PFIZER INC
-$62.0K
18,470
-3%
减持
ARKF
ARK ETF TR
-$61.1K
2,661
-50%
增持
COST
COSTCO WHSL CORP NEW
+$59.8K
815
+5%
建仓
MOH
MOLINA HEALTHCARE INC
+$59.1K
203
增持
VUG
VANGUARD INDEX FDS
+$58.9K
1,372
+4%
减持
INTC
INTEL CORP
-$58.2K
4,848
-27%
增持
VHT
VANGUARD WORLD FD
-$56.6K
3,253
+4%
增持
WM
WASTE MGMT INC DEL
+$56.5K
987
+44%
建仓
—
ROYALTY PHARMA PLC
+$55.0K
2,155
建仓
UHAL/B
U HAUL HOLDING COMPANY
+$54.8K
855
减持
VTEB
VANGUARD MUN BD FDS
-$54.7K
3,661
-21%
增持
MU
MICRON TECHNOLOGY INC
-$54.4K
3,158
+2%
增持
AMD
ADVANCED MICRO DEVICES INC
-$53.6K
2,505
+15%
增持
EOG
EOG RES INC
+$53.3K
455
+2175%
增持
FSTA
FIDELITY COVINGTON TRUST
-$52.8K
110,875
+2%
增持
NFLX
NETFLIX INC
+$51.2K
67
+458%
建仓
SSNC
SS&C TECHNOLOGIES HLDGS INC
+$50.8K
670
减持
CCI
CROWN CASTLE INC
-$50.4K
573
-34%
建仓
ELV
ELEVANCE HEALTH INC
+$49.8K
135
减持
STNE
STONECO LTD
-$48.8K
13,688
-2%
增持
WMT
WALMART INC
+$48.6K
4,533
+1%
建仓
MSTR
MICROSTRATEGY INC
+$48.4K
167
增持
CRM
SALESFORCE INC
+$48.3K
327
+47%
减持
SNOW
SNOWFLAKE INC
+$47.0K
1,281
-2%
增持
T
AT&T INC
+$47.0K
20,121
+8%
减持
PTBD
PACER FDS TR
-$46.9K
224
-91%
增持
MA
MASTERCARD INCORPORATED
+$46.7K
1,168
+1%
减持
XPEV
XPENG INC
-$46.0K
4,399
-45%
减持
CGXU
CAPITAL GROUP INTL FOCUS EQT
-$45.9K
4,990
-20%
增持
REGN
REGENERON PHARMACEUTICALS
-$45.4K
193
+11%
增持
WELL
WELLTOWER INC
+$44.8K
575
+166%
增持
CGW
INVESCO EXCH TRADED FD TR II
-$44.3K
7,257
+1%
增持
—
BUNGE GLOBAL SA
+$43.6K
685
+585%
增持
GEV
GE VERNOVA INC
+$43.5K
382
+19%
增持
—
PAGSEGURO DIGITAL LTD
-$43.2K
21,235
+4%
增持
VNQ
VANGUARD INDEX FDS
-$42.5K
9,501
+4%
建仓
BC
BRUNSWICK CORP
+$41.7K
645
增持
UI
UBIQUITI INC
+$41.2K
169
+152%
增持
WFC
WELLS FARGO CO NEW
+$40.7K
1,393
+38%
清仓
VWOB
VANGUARD WHITEHALL FDS
-$39.5K
0
-100%
减持
ARKG
ARK ETF TR
-$39.1K
4,952
-19%
建仓
IDHQ
INVESCO EXCH TRADED FD TR II
+$38.0K
1,342
增持
DFE
WISDOMTREE TR
-$37.1K
5,826
+1%
增持
CNQ
CANADIAN NAT RES LTD
-$37.0K
16,213
+0%
增持
TGT
TARGET CORP
+$37.0K
3,533
+25%
增持
CMCSA
COMCAST CORP NEW
-$35.2K
15,322
+5%
减持
EFAV
ISHARES TR
-$33.3K
4,851
-1%
增持
ARGX
ARGENX SE
+$32.8K
145
+39%
增持
VTV
VANGUARD INDEX FDS
-$32.6K
6,650
+0%
增持
FELC
FIDELITY COVINGTON TRUST
+$31.0K
8,107
+10%
清仓
VIOO
VANGUARD ADMIRAL FDS INC
-$30.9K
0
-100%
增持
ASB
ASSOCIATED BANC CORP
+$30.2K
11,832
+1%
建仓
CGHM
CAPITAL GRP FIXED INCM ETF T
+$30.1K
1,191
减持
ICLN
ISHARES TR
-$28.7K
4,627
-16%
增持
VDC
VANGUARD WORLD FD
-$28.2K
10,587
+2%
增持
IEMG
ISHARES INC
-$28.1K
8,812
+4%
增持
SRE
SEMPRA
+$28.0K
6,158
+1%
清仓
—
LAM RESEARCH CORP
-$27.9K
0
-100%
减持
ILMN
ILLUMINA INC
-$26.8K
392
-35%
增持
EFV
ISHARES TR
-$26.4K
8,288
+3%
增持
QCOM
QUALCOMM INC
-$26.3K
2,018
+2%
增持
DAL
DELTA AIR LINES INC DEL
+$25.4K
2,588
+0%
增持
CGCP
CAPITAL GRP FIXED INCM ETF T
+$24.9K
6,925
+24%
建仓
LRCX
LAM RESEARCH CORP
+$24.8K
343
