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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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 150 项
建仓 7
增持 115
减持 26
清仓 2
方向
标的
Δ市值
现股数(环比)
增持
MSFT
MICROSOFT CORP
+$4.3M
33,659
+2%
增持
VGT
VANGUARD WORLD FD
+$4.0M
28,602
+4%
增持
AVGO
BROADCOM INC
+$3.6M
33,038
+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
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$2.8M
35,512
+12%
减持
NVDA
NVIDIA CORPORATION
+$2.3M
45,777
-0%
增持
IVW
ISHARES TR
+$1.8M
94,664
+2%
增持
VYMI
VANGUARD WHITEHALL FDS
+$1.6M
120,120
+11%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$1.1M
46,121
+7%
增持
FTEC
FIDELITY COVINGTON TRUST
+$1.1M
28,454
+1%
增持
VYM
VANGUARD WHITEHALL FDS
+$1.0M
140,178
+3%
增持
AMZN
AMAZON COM INC
+$983.2K
22,559
+9%
减持
UNH
UNITEDHEALTH GROUP INC
-$978.1K
4,355
-2%
减持
—
MEDTRONIC PLC
-$953.8K
218,918
-2%
增持
VIGI
VANGUARD WHITEHALL FDS
+$918.5K
104,910
+2%
增持
META
META PLATFORMS INC
+$878.5K
4,479
+6%
增持
AAPL
APPLE INC
-$810.1K
65,042
+2%
增持
GOOG
ALPHABET INC
+$677.0K
28,167
+2%
减持
MELI
MERCADOLIBRE INC
+$667.8K
1,323
-7%
增持
SCHD
SCHWAB STRATEGIC TR
+$649.8K
54,257
+93%
减持
BSX
BOSTON SCIENTIFIC CORP
+$569.1K
134,150
-2%
增持
SPY
SPDR S&P 500 ETF TR
+$544.8K
7,140
+3%
增持
DGRO
ISHARES TR
+$520.7K
62,143
+11%
增持
IVV
ISHARES TR
+$517.2K
6,948
+5%
增持
IYW
ISHARES TR
+$464.4K
12,461
+3%
增持
SHOP
SHOPIFY INC
+$442.7K
18,921
+4%
增持
JPM
JPMORGAN CHASE & CO.
+$434.6K
9,719
+0%
减持
VOO
VANGUARD INDEX FDS
-$426.4K
4,665
-22%
增持
QQQ
INVESCO QQQ TR
+$415.8K
3,165
+12%
增持
—
ASML HOLDING N V
+$407.5K
1,928
+12%
增持
SE
SEA LTD
+$401.1K
13,354
+1%
增持
VUG
VANGUARD INDEX FDS
+$393.9K
1,746
+74%
减持
TSLA
TESLA INC
+$373.3K
8,238
-5%
增持
CGDV
CAPITAL GROUP DIVIDEND VALUE
+$355.1K
16,102
+104%
增持
CGGO
CAPITAL GROUP GBL GROWTH EQT
+$351.1K
56,498
+10%
增持
CGGR
CAPITAL GROUP GROWTH ETF
+$335.8K
48,964
+1%
增持
ABBV
ABBVIE INC
-$313.4K
13,138
+0%
增持
VDC
VANGUARD WORLD FD
+$278.6K
12,895
+11%
减持
JPST
J P MORGAN EXCHANGE TRADED F
-$268.9K
47,794
-10%
增持
VT
VANGUARD INTL EQUITY INDEX F
+$253.6K
4,757
+54%
增持
IWF
ISHARES TR
+$241.9K
3,343
+3%
增持
FSTA
FIDELITY COVINGTON TRUST
+$234.9K
119,747
+5%
增持
TDIV
FIRST TR EXCHANGE TRADED FD
+$222.0K
10,368
+7%
增持
IDV
ISHARES TR
+$217.0K
59,077
+1%
增持
IWM
ISHARES TR
+$203.4K
3,884
+22%
增持
IETC
ISHARES U S ETF TR
+$191.1K
10,708
+5%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$184.7K
2,825
+19%
增持
SMH
VANECK ETF TRUST
+$181.8K
2,694
+0%
清仓
HUM
HUMANA INC
-$178.9K
0
-100%
增持
NU
NU HLDGS LTD
+$177.6K
37,517
+14%
增持
CARR
CARRIER GLOBAL CORPORATION
+$171.9K
7,773
+24%
增持
MSTR
MICROSTRATEGY INC
+$152.7K
912
+22%
增持
VCR
VANGUARD WORLD FD
+$151.9K
2,158
+12%
增持
VUSB
VANGUARD BD INDEX FDS
+$150.9K
4,042
+297%
增持
GE
GE AEROSPACE
+$143.4K
1,764
+14%
增持
HDV
ISHARES TR
-$140.8K
71,852
+2%
增持
CGBL
CAPITAL GROUP CORE BALANCED
+$139.3K
5,821
+226%
减持
JNJ
JOHNSON & JOHNSON
-$122.9K
7,865
-2%
增持
HDB
HDFC BANK LTD
+$119.2K
10,769
+1%
增持
AMGN
AMGEN INC
-$115.2K
3,578
+0%
增持
MU
MICRON TECHNOLOGY INC
+$115.0K
3,160
+0%
减持
VDE
VANGUARD WORLD FD
-$110.7K
6,661
-4%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$109.6K
17,255
+0%
增持
CGIE
CAPITAL GROUP INTERNATIONAL
+$107.0K
4,245
+280%
增持
CGMU
CAPITAL GRP FIXED INCM ETF T
+$100.2K
5,008
+302%
减持
CSR
CENTERSPACE
-$99.7K
360
-81%
减持
—
EXXON MOBIL CORP
-$99.7K
4,156
-10%
增持
FELC
FIDELITY COVINGTON TRUST
+$92.6K
10,832
+20%
增持
LLY
ELI LILLY & CO
+$85.9K
552
+32%
建仓
—
THOMSON REUTERS CORP
+$80.5K
400
增持
VTI
VANGUARD INDEX FDS
+$76.8K
2,365
+1%
增持
EFG
ISHARES TR
+$76.7K
3,872
+8%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$76.7K
8,181
+13%
增持
STNE
STONECO LTD
+$76.1K
13,688
+0%
减持
GEV
GE VERNOVA INC
+$76.1K
364
-5%
增持
MMM
3M CO
+$75.8K
14,026
+0%
增持
IEFA
ISHARES TR
+$75.0K
6,545
+5%
增持
EFV
ISHARES TR
+$72.4K
9,166
+6%
增持
BIPC
BROOKFIELD INFRASTRUCTURE CO
+$69.8K
12,858
+0%
增持
IDHQ
INVESCO EXCH TRADED FD TR II
+$69.5K
4,220
+81%
增持
FDVV
FIDELITY COVINGTON TRUST
+$63.1K
5,319
+24%
增持
USB
US BANCORP DEL
+$62.2K
20,162
+0%
增持
EFA
ISHARES TR
+$61.3K
3,461
+14%
增持
FENY
FIDELITY COVINGTON TRUST
-$60.9K
57,116
+4%
增持
—
PAGSEGURO DIGITAL LTD
+$60.8K
23,110
+9%
增持
DFE
WISDOMTREE TR
+$60.3K
5,949
+2%
增持
IGRO
ISHARES TR
+$59.9K
5,537
+6%
建仓
SDY
SPDR SERIES TRUST
+$54.0K
398
增持
VHT
VANGUARD WORLD FD
-$53.8K
3,313
+0%
增持
IMCB
ISHARES TR
+$52.3K
6,138
+4%
增持
IUSG
ISHARES TR
+$48.4K
2,062
+0%
增持
BOTZ
GLOBAL X FDS
+$43.7K
6,516
+10%
增持
BLK
BLACKROCK INC
+$43.5K
312
+4%
增持
IXN
ISHARES TR
+$41.9K
2,505
+0%
增持
SRE
SEMPRA
+$41.7K
6,255
+3%
增持
WMT
WALMART INC
+$41.7K
4,168
+0%
增持
BAC
BANK AMERICA CORP
+$41.6K
7,349
+0%
增持
IJH
ISHARES TR
+$41.3K
5,954
+6%
减持
VNQ
VANGUARD INDEX FDS
-$39.2K
9,222
-3%
减持
ARKQ
ARK ETF TR
-$38.1K
427
-63%
增持
—
CRISPR THERAPEUTICS AG
+$35.4K
2,422
+1%
减持
ARKF
ARK ETF TR
-$35.2K
990
-61%
减持
ARKK
ARK ETF TR
-$35.2K
1,765
-47%
建仓
RDDT
REDDIT INC
+$33.7K
224
增持
VEU
VANGUARD INTL EQUITY INDEX F
+$32.7K
1,230
+49%
减持
THG
HANOVER INS GROUP INC
-$32.6K
320
-36%
增持
UI
UBIQUITI INC
+$32.4K
206
+22%
建仓
SCHF
SCHWAB STRATEGIC TR
+$31.5K
1,427
增持
EFAV
ISHARES TR
+$31.4K
4,870
+0%
增持
SQ
BLOCK INC
+$31.3K
2,300
+2%
增持
IWD
ISHARES TR
+$30.6K
242
+178%
增持
VO
VANGUARD INDEX FDS
+$30.4K
322
+39%
减持
CGW
INVESCO EXCH TRADED FD TR II
+$29.9K
6,944
-4%
减持
ARKG
ARK ETF TR
-$29.8K
2,657
-42%
建仓
IYH
ISHARES TR
+$29.5K
523
减持
XLE
SELECT SECTOR SPDR TR
-$28.9K
3,174
-0%
增持
VXF
VANGUARD INDEX FDS
+$28.5K
268
+100%
增持
IWO
ISHARES TR
+$25.4K
605
+5%
增持
IJR
ISHARES TR
+$25.3K
4,832
+0%
减持
JEPI
J P MORGAN EXCHANGE TRADED F
-$25.2K
3,338
-11%
增持
IBB
ISHARES TR
+$25.0K
722
+39%
增持
IJK
ISHARES TR
+$24.1K
1,010
+24%
增持
CGCB
CAPITAL GRP FIXED INCM ETF T
+$23.9K
6,004
+18%
减持
ARKW
ARK ETF TR
-$21.7K
1,103
-43%
增持
BABA
ALIBABA GROUP HLDG LTD
-$21.3K
1,131
+8%
增持
ASB
ASSOCIATED BANC CORP
+$21.2K
11,253
+0%
增持
VB
VANGUARD INDEX FDS
+$21.0K
286
+36%
减持
VOT
VANGUARD INDEX FDS
+$20.3K
770
-5%
增持
VSS
VANGUARD INTL EQUITY INDEX F
+$19.5K
296
+69%
增持
CGMS
CAPITAL GRP FIXED INCM ETF T
+$19.5K
1,853
+60%
增持
PFE
PFIZER INC
-$19.5K
18,314
+0%
增持
VICE
ADVISORSHARES TR
+$18.5K
2,829
+14%
增持
CGCP
CAPITAL GRP FIXED INCM ETF T
+$18.4K
8,255
+11%
增持
CMCSA
COMCAST CORP NEW
+$16.9K
16,324
+6%
减持
FESM
FIDELITY COVINGTON TRUST
-$16.5K
11,755
-12%
增持
MA
MASTERCARD INCORPORATED
+$15.9K
1,148
+1%
增持
PWV
INVESCO EXCHANGE TRADED FD T
+$15.4K
5,406
+0%
增持
DSI
ISHARES TR
+$15.1K
1,080
+0%
减持
VZ
VERIZON COMMUNICATIONS INC
-$14.3K
3,832
-4%
增持
VXUS
VANGUARD STAR FDS
+$14.2K
1,922
+1%
建仓
VV
VANGUARD INDEX FDS
+$14.0K
49
增持
ITOT
ISHARES TR
+$13.9K
1,056
+0%
增持
MRK
MERCK & CO INC
-$13.9K
1,318
+0%
增持
IMCG
ISHARES TR
+$13.9K
1,556
+0%
增持
ECL
ECOLAB INC
+$13.3K
806
+0%
增持
SOFI
SOFI TECHNOLOGIES INC
+$12.7K
775
+520%
增持
XPEV
XPENG INC
-$12.5K
4,399
+0%
清仓
—
EASTERLY GOVT PPTYS INC
-$12.1K
0
-100%
增持
DOCU
DOCUSIGN INC
+$11.9K
1,178
+22%
建仓
EWJV
ISHARES TR
+$11.8K
339
增持
ICLN
ISHARES TR
+$11.4K
4,897
+6%
