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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
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 150 项
建仓 6
增持 77
减持 66
清仓 1
方向
标的
Δ市值
现股数(环比)
增持
AVGO
BROADCOM INC
-$2.1M
32,711
+0%
减持
AAPL
APPLE INC
-$2.0M
63,707
-1%
减持
—
MEDTRONIC PLC
+$1.9M
222,979
-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。
减持
MSFT
MICROSOFT CORP
-$1.7M
33,110
-1%
增持
VGT
VANGUARD WORLD FD
-$1.5M
27,607
+4%
增持
VYMI
VANGUARD WHITEHALL FDS
+$1.2M
108,410
+8%
增持
NVDA
NVIDIA CORPORATION
-$1.0M
45,958
+3%
减持
GOOG
ALPHABET INC
-$934.5K
27,528
-0%
增持
TSLA
TESLA INC
-$922.5K
8,657
+10%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
-$920.1K
31,719
+1%
减持
BSX
BOSTON SCIENTIFIC CORP
+$895.7K
137,192
-5%
减持
IVW
ISHARES TR
-$886.8K
92,656
-1%
增持
HDV
ISHARES TR
+$681.0K
70,672
+1%
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$626.1K
53,152
+30%
增持
VIGI
VANGUARD WHITEHALL FDS
+$623.1K
102,917
+4%
减持
AMZN
AMAZON COM INC
-$607.2K
20,785
-0%
增持
FTEC
FIDELITY COVINGTON TRUST
-$591.9K
28,142
+1%
增持
ABBV
ABBVIE INC
+$418.5K
13,135
+0%
增持
FSTA
FIDELITY COVINGTON TRUST
+$409.6K
114,419
+3%
减持
MELI
MERCADOLIBRE INC
+$358.0K
1,429
-0%
减持
VYM
VANGUARD WHITEHALL FDS
+$343.3K
135,633
-0%
减持
SE
SEA LTD
+$324.2K
13,282
-0%
增持
COST
COSTCO WHSL CORP NEW
+$311.7K
1,120
+37%
增持
VDC
VANGUARD WORLD FD
+$307.4K
11,632
+10%
增持
DGRO
ISHARES TR
+$285.1K
55,887
+8%
增持
MMM
3M CO
+$273.1K
14,024
+1%
增持
TDIV
FIRST TR EXCHANGE TRADED FD
+$260.9K
9,685
+68%
减持
VIG
VANGUARD SPECIALIZED FUNDS
-$257.4K
43,016
-2%
减持
QQQ
INVESCO QQQ TR
-$229.6K
2,837
-7%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$226.2K
2,798
-2%
增持
IYW
ISHARES TR
-$220.3K
12,067
+1%
减持
IDV
ISHARES TR
+$205.3K
58,729
-1%
增持
CGGO
CAPITAL GROUP GBL GROWTH EQT
+$194.1K
51,364
+19%
减持
VOO
VANGUARD INDEX FDS
-$192.5K
5,986
-1%
减持
VUG
VANGUARD INDEX FDS
-$191.7K
1,002
-27%
增持
AMGN
AMGEN INC
+$182.5K
3,576
+0%
增持
MSTR
MICROSTRATEGY INC
+$167.5K
749
+349%
减持
JNJ
JOHNSON & JOHNSON
+$152.0K
7,985
-1%
减持
CSR
CENTERSPACE
-$126.7K
1,875
-50%
增持
CGGR
CAPITAL GROUP GROWTH ETF
-$126.0K
48,308
+1%
增持
IWF
ISHARES TR
-$125.5K
3,261
+0%
减持
USB
US BANCORP DEL
-$118.0K
20,137
-1%
增持
GOOGL
ALPHABET INC
-$115.2K
4,096
+4%
增持
T
AT&T INC
+$112.3K
20,173
+0%
减持
SRE
SEMPRA
-$107.9K
6,057
-2%
减持
DIS
DISNEY WALT CO
-$106.6K
5,583
-5%
增持
SPY
SPDR S&P 500 ETF TR
+$105.1K
6,912
+8%
减持
IETC
ISHARES U S ETF TR
-$103.7K
10,245
-5%
减持
CSCO
CISCO SYS INC
-$96.2K
4,144
-30%
增持
FENY
FIDELITY COVINGTON TRUST
+$94.3K
54,806
+0%
减持
XEL
XCEL ENERGY INC
-$83.8K
767
-63%
增持
UNH
UNITEDHEALTH GROUP INC
+$80.8K
4,461
+0%
减持
XLK
SELECT SECTOR SPDR TR
-$77.6K
160
-66%
增持
EFV
ISHARES TR
+$74.5K
8,643
+4%
减持
BAC
BANK AMERICA CORP
-$72.0K
7,336
-15%
增持
SCHD
SCHWAB STRATEGIC TR
+$70.9K
28,185
+7%
减持
SQ
BLOCK INC
-$70.5K
2,262
-2%
减持
—
EXXON MOBIL CORP
-$66.1K
4,605
-19%
增持
VDE
VANGUARD WORLD FD
+$60.3K
6,971
+0%
减持
HD
HOME DEPOT INC
-$60.2K
1,774
-3%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$59.9K
17,197
+1%
减持
IJS
ISHARES TR
-$58.6K
2,359
-11%
增持
IMCB
ISHARES TR
+$58.4K
5,895
+19%
增持
VCR
VANGUARD WORLD FD
-$56.9K
1,935
+6%
建仓
CGBL
CAPITAL GROUP CORE BALANCED
+$55.3K
1,786
增持
JPM
JPMORGAN CHASE & CO.
+$55.1K
9,715
+0%
减持
MO
ALTRIA GROUP INC
+$53.8K
8,069
-2%
减持
BABA
ALIBABA GROUP HLDG LTD
+$53.7K
1,050
-7%
减持
TD
TORONTO DOMINION BK ONT
-$51.6K
238
-81%
增持
VHT
VANGUARD WORLD FD
+$51.5K
3,311
+2%
增持
IVV
ISHARES TR
-$50.5K
6,600
+1%
增持
BIPC
BROOKFIELD INFRASTRUCTURE CO
-$48.8K
12,852
+0%
减持
CGDV
CAPITAL GROUP DIVIDEND VALUE
-$48.8K
7,878
-16%
建仓
XMAG
TIDAL TR II
+$48.2K
2,447
增持
FDVV
FIDELITY COVINGTON TRUST
+$45.6K
4,306
+28%
减持
WMT
WALMART INC
-$43.7K
4,167
-8%
增持
DAL
DELTA AIR LINES INC DEL
-$43.7K
2,589
+0%
减持
ARKK
ARK ETF TR
-$43.2K
3,347
-6%
增持
IEFA
ISHARES TR
+$40.1K
6,230
+2%
减持
XPEV
XPENG INC
+$39.2K
4,397
-0%
减持
ARKW
ARK ETF TR
-$38.6K
1,949
-6%
减持
VO
VANGUARD INDEX FDS
-$36.4K
231
-37%
增持
SOLV
SOLVENTUM CORP
+$34.4K
3,146
+1%
减持
STNE
STONECO LTD
+$34.4K
13,632
-0%
建仓
CGMU
CAPITAL GRP FIXED INCM ETF T
+$33.4K
1,247
减持
DLR
DIGITAL RLTY TR INC
-$33.4K
428
-20%
增持
META
META PLATFORMS INC
+$33.1K
4,212
+3%
增持
VTI
VANGUARD INDEX FDS
-$32.9K
2,336
+0%
建仓
CGIE
CAPITAL GROUP INTERNATIONAL
+$32.7K
1,116
增持
VALE
VALE S A
+$31.9K
27,640
+1%
增持
IDHQ
INVESCO EXCH TRADED FD TR II
+$31.6K
2,326
+73%
增持
IXN
ISHARES TR
+$31.4K
2,500
+34%
增持
CARR
CARRIER GLOBAL CORPORATION
-$30.4K
6,262
+0%
减持
ASB
ASSOCIATED BANC CORP
-$29.5K
11,242
-5%
减持
—
PAGSEGURO DIGITAL LTD
+$29.1K
21,188
-0%
增持
FHLC
FIDELITY COVINGTON TRUST
+$28.7K
1,746
+26%
增持
EFG
ISHARES TR
+$28.6K
3,570
+5%
减持
IUSG
ISHARES TR
-$28.6K
2,060
-1%
减持
IJK
ISHARES TR
-$27.9K
814
-23%
增持
IJR
ISHARES TR
-$27.5K
4,808
+4%
增持
DFE
WISDOMTREE TR
+$27.2K
5,853
+0%
增持
XLE
SELECT SECTOR SPDR TR
+$26.8K
3,189
+1%
增持
USMV
ISHARES TR
+$26.8K
1,191
+25%
减持
PFE
PFIZER INC
-$26.6K
18,288
-1%
增持
VTV
VANGUARD INDEX FDS
+$25.8K
6,667
+0%
增持
IGRO
ISHARES TR
+$24.5K
5,203
+0%
增持
DTE
DTE ENERGY CO
+$24.4K
1,352
+0%
增持
XLV
SELECT SECTOR SPDR TR
+$23.2K
281
+116%
增持
DSI
ISHARES TR
+$22.5K
1,078
+35%
减持
PYPL
PAYPAL HLDGS INC
-$22.5K
1,109
-1%
减持
ARKG
ARK ETF TR
-$22.1K
4,551
-8%
增持
VZ
VERIZON COMMUNICATIONS INC
+$21.7K
3,971
+0%
建仓
HWM
HOWMET AEROSPACE INC
+$21.5K
166
减持
ILMN
ILLUMINA INC
-$21.3K
381
-3%
增持
CI
THE CIGNA GROUP
+$20.6K
380
+1%
减持
SO
SOUTHERN CO
-$20.5K
58
-81%
增持
NU
NU HLDGS LTD
+$20.4K
32,919
+8%
减持
TEAM
ATLASSIAN CORPORATION
-$20.0K
635
-1%
增持
VT
VANGUARD INTL EQUITY INDEX F
+$19.8K
3,086
+7%
减持
PG
PROCTER AND GAMBLE CO
-$19.1K
684
-16%
增持
IWO
ISHARES TR
-$18.4K
577
+0%
清仓
DUK
DUKE ENERGY CORP NEW
-$18.1K
0
-100%
增持
IEMG
ISHARES INC
+$18.1K
8,861
+1%
减持
CVX
CHEVRON CORP NEW
-$18.0K
1,697
-19%
增持
FRI
FIRST TR S&P REIT INDEX FD
+$17.6K
2,045
+45%
减持
WELL
WELLTOWER INC
-$17.5K
359
-38%
增持
IJH
ISHARES TR
-$16.6K
5,620
+2%
增持
AMP
AMERIPRISE FINL INC
-$16.3K
338
+0%
增持
ECL
ECOLAB INC
+$15.9K
804
+0%
减持
ENB
ENBRIDGE INC
-$15.6K
1,764
-20%
减持
AEP
AMERICAN ELEC PWR CO INC
-$15.4K
172
-54%
增持
—
ASTRAZENECA PLC
+$15.0K
1,864
+0%
减持
CSX
CSX CORP
-$15.0K
1,686
-16%
增持
PWV
INVESCO EXCHANGE TRADED FD T
+$14.3K
5,386
+0%
减持
MA
MASTERCARD INCORPORATED
+$14.2K
1,137
-3%
增持
VNQ
VANGUARD INDEX FDS
+$14.2K
9,505
+0%
增持
FELC
FIDELITY COVINGTON TRUST
+$14.0K
9,009
+11%
增持
VBK
VANGUARD INDEX FDS
+$13.9K
1,005
+18%
减持
ARKF
ARK ETF TR
-$13.7K
2,553
-4%
增持
CGCP
CAPITAL GRP FIXED INCM ETF T
+$13.6K
7,456
+8%
减持
OGIG
ALPS ETF TR
-$13.3K
3,063
-4%
减持
ARKQ
ARK ETF TR
-$13.1K
1,149
-1%
减持
—
CRISPR THERAPEUTICS AG
-$12.9K
2,409
-1%
减持
WFC
WELLS FARGO CO NEW
-$12.9K
1,183
-15%
减持
PEP
PEPSICO INC
-$12.9K
1,333
-5%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$12.8K
7,247
+1%
建仓
FBND
FIDELITY MERRIMACK STR TR
+$12.1K
266
增持
FBTC
FIDELITY WISE ORIGIN BITCOIN
-$11.4K
2,848
+7%
减持
ETHE
GRAYSCALE ETHEREUM TRUST ETF
-$11.1K
450
-30%
减持
GBTC
GRAYSCALE BITCOIN TRUST ETF
-$10.8K
385
-21%
