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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
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 150 项
建仓 5
增持 98
减持 45
清仓 2
方向
标的
Δ市值
现股数(环比)
减持
AAPL
APPLE INC
+$2.9M
63,968
-2%
减持
GOOG
ALPHABET INC
+$1.8M
27,853
-1%
减持
AVGO
BROADCOM INC
+$1.7M
32,872
-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。
减持
VGT
VANGUARD WORLD FD
+$1.7M
27,642
-3%
减持
—
MEDTRONIC PLC
+$1.6M
216,940
-1%
增持
VYM
VANGUARD WHITEHALL FDS
+$1.5M
143,525
+2%
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$1.4M
33,791
-5%
减持
NVDA
NVIDIA CORPORATION
+$1.2M
45,199
-1%
增持
BSX
BOSTON SCIENTIFIC CORP
-$1.1M
136,167
+2%
增持
IVW
ISHARES TR
+$1.1M
95,304
+1%
增持
VYMI
VANGUARD WHITEHALL FDS
+$903.0K
124,300
+3%
增持
FTEC
FIDELITY COVINGTON TRUST
+$725.6K
28,525
+0%
增持
ABBV
ABBVIE INC
+$624.7K
13,230
+1%
减持
SHOP
SHOPIFY INC
+$620.0K
18,858
-0%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$536.4K
46,230
+0%
增持
HDV
ISHARES TR
+$534.1K
73,115
+2%
增持
JPM
JPMORGAN CHASE & CO.
+$508.0K
10,543
+8%
增持
DGRO
ISHARES TR
+$500.8K
65,721
+6%
减持
MSFT
MICROSOFT CORP
+$479.6K
33,250
-1%
增持
SCHD
SCHWAB STRATEGIC TR
+$370.7K
66,247
+22%
增持
MU
MICRON TECHNOLOGY INC
+$323.4K
4,260
+35%
增持
—
ASML HOLDING N V
+$321.6K
1,929
+0%
增持
IYW
ISHARES TR
+$320.7K
12,661
+2%
增持
CNQ
CANADIAN NAT RES LTD
+$314.2K
25,831
+59%
增持
JNJ
JOHNSON & JOHNSON
+$302.0K
8,108
+3%
减持
IVV
ISHARES TR
+$296.6K
6,888
-1%
减持
SPY
SPDR S&P 500 ETF TR
+$289.6K
7,056
-1%
减持
ORCL
ORACLE CORP
+$282.5K
4,529
-0%
建仓
UBER
UBER TECHNOLOGIES INC
+$248.7K
2,539
减持
GOOGL
ALPHABET INC
+$233.9K
3,932
-4%
增持
CGGO
CAPITAL GROUP GBL GROWTH EQT
+$225.8K
59,468
+5%
增持
QQQ
INVESCO QQQ TR
+$225.3K
3,284
+4%
增持
CGGR
CAPITAL GROUP GROWTH ETF
+$217.6K
50,273
+3%
增持
CGCB
CAPITAL GRP FIXED INCM ETF T
+$208.6K
13,790
+130%
增持
CEG
CONSTELLATION ENERGY CORP
+$195.2K
750
+369%
增持
WM
WASTE MGMT INC DEL
+$183.1K
1,852
+88%
增持
UNH
UNITEDHEALTH GROUP INC
+$176.2K
4,445
+2%
增持
IWF
ISHARES TR
+$168.6K
3,390
+1%
增持
IWM
ISHARES TR
+$160.0K
4,125
+6%
增持
DE
DEERE & CO
+$155.7K
793
+95%
增持
NVO
NOVO-NORDISK A S
-$145.4K
11,379
+1%
增持
CAT
CATERPILLAR INC
+$140.9K
1,148
+10%
增持
VALE
VALE S A
+$140.1K
39,316
+33%
增持
IDV
ISHARES TR
+$136.5K
59,515
+1%
增持
VT
VANGUARD INTL EQUITY INDEX F
+$135.8K
5,423
+14%
增持
META
META PLATFORMS INC
+$134.2K
4,685
+5%
减持
OGIG
ALPS ETF TR
-$106.6K
521
-80%
增持
FELC
FIDELITY COVINGTON TRUST
+$105.3K
12,849
+19%
减持
PLTR
PALANTIR TECHNOLOGIES INC
+$102.9K
2,675
-5%
增持
VIGI
VANGUARD WHITEHALL FDS
+$99.2K
106,662
+2%
增持
IEFA
ISHARES TR
+$92.8K
7,321
+12%
增持
SRE
SEMPRA
+$92.6K
6,296
+1%
增持
VCR
VANGUARD WORLD FD
+$92.4K
2,207
+2%
增持
HDB
HDFC BANK LTD
-$89.9K
21,538
+100%
增持
IJH
ISHARES TR
+$88.5K
7,015
+18%
减持
CMCSA
COMCAST CORP NEW
-$87.7K
15,751
-4%
增持
EFV
ISHARES TR
+$87.7K
9,871
+8%
增持
TDIV
FIRST TR EXCHANGE TRADED FD
+$87.7K
10,372
+0%
增持
LLY
ELI LILLY & CO
+$87.0K
678
+23%
增持
IETC
ISHARES U S ETF TR
+$86.3K
10,722
+0%
减持
HON
HONEYWELL INTL INC
-$85.9K
2,882
-3%
增持
VTV
VANGUARD INDEX FDS
+$82.7K
6,762
+1%
减持
AMZN
AMAZON COM INC
-$78.3K
22,184
-2%
增持
BABA
ALIBABA GROUP HLDG LTD
+$75.4K
1,139
+1%
增持
IVE
ISHARES TR
+$75.2K
821
+70%
增持
CGMS
CAPITAL GRP FIXED INCM ETF T
+$73.6K
4,498
+143%
增持
HD
HOME DEPOT INC
+$68.7K
1,776
+0%
减持
VOO
VANGUARD INDEX FDS
+$68.0K
4,438
-5%
增持
CGCP
CAPITAL GRP FIXED INCM ETF T
+$66.3K
11,094
+34%
增持
MO
ALTRIA GROUP INC
+$63.5K
8,125
+1%
增持
USB
US BANCORP DEL
+$63.1K
20,183
+0%
减持
GE
GE AEROSPACE
+$61.7K
1,715
-3%
减持
T
AT&T INC
-$61.4K
18,160
-8%
增持
FESM
FIDELITY COVINGTON TRUST
+$60.9K
11,952
+2%
减持
FENY
FIDELITY COVINGTON TRUST
+$60.2K
56,617
-1%
增持
EFG
ISHARES TR
+$56.8K
4,307
+11%
增持
CGBL
CAPITAL GROUP CORE BALANCED
+$55.6K
7,208
+24%
减持
VTI
VANGUARD INDEX FDS
+$54.7K
2,357
-0%
增持
VDC
VANGUARD WORLD FD
+$54.0K
13,465
+4%
减持
DIS
DISNEY WALT CO
-$53.7K
5,578
-0%
减持
BN
BROOKFIELD CORP
+$53.5K
9,343
-2%
减持
SOLV
SOLVENTUM CORP
-$52.1K
2,529
-19%
增持
VDE
VANGUARD WORLD FD
+$51.8K
6,716
+1%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$50.7K
17,264
+0%
增持
VXF
VANGUARD INDEX FDS
+$50.4K
487
+82%
增持
MCD
MCDONALDS CORP
+$48.6K
1,027
+14%
减持
IGSB
ISHARES TR
-$45.5K
3,447
-20%
减持
IEMG
ISHARES INC
+$42.0K
7,738
-1%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$41.7K
8,238
+1%
增持
CGDV
CAPITAL GROUP DIVIDEND VALUE
+$41.6K
16,119
+0%
增持
IMCB
ISHARES TR
+$41.2K
6,383
+4%
减持
AMD
ADVANCED MICRO DEVICES INC
+$39.6K
2,442
-3%
增持
VHT
VANGUARD WORLD FD
+$37.9K
3,316
+0%
增持
COST
COSTCO WHSL CORP NEW
-$37.6K
1,157
+3%
增持
NEE
NEXTERA ENERGY INC
+$37.2K
2,127
+20%
增持
PEP
PEPSICO INC
+$36.9K
1,637
+12%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$36.6K
460
+0%
减持
IJR
ISHARES TR
+$35.7K
4,744
-2%
建仓
CGGE
CAPITAL GROUP GLOBAL EQUITY
+$35.1K
1,140
减持
TGT
TARGET CORP
-$32.4K
3,524
-0%
增持
VEU
VANGUARD INTL EQUITY INDEX F
+$32.2K
1,610
+31%
增持
IJK
ISHARES TR
+$31.7K
1,289
+28%
增持
IJS
ISHARES TR
+$31.7K
2,413
+2%
增持
CGUS
CAPITAL GROUP CORE EQUITY ET
+$30.4K
2,209
+43%
建仓
WWD
WOODWARD INC
+$30.3K
120
减持
ROST
ROSS STORES INC
-$29.8K
27
-90%
增持
IUSG
ISHARES TR
+$29.6K
2,065
+0%
减持
BAC
BANK AMERICA CORP
+$29.5K
7,312
-1%
增持
FAST
FASTENAL CO
+$28.6K
699
+414%
增持
TRV
TRAVELERS COMPANIES INC
+$28.5K
380
+31%
增持
BOTZ
GLOBAL X FDS
+$23.8K
6,676
+2%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$23.5K
2,993
-5%
减持
WBD
WARNER BROS DISCOVERY INC
+$23.5K
2,982
-2%
增持
PFE
PFIZER INC
+$23.4K
18,342
+0%
减持
GEV
GE VERNOVA INC
+$23.3K
351
-4%
减持
V
VISA INC
-$22.9K
1,340
-1%
增持
VNQ
VANGUARD INDEX FDS
+$22.1K
9,226
+0%
增持
CGIE
CAPITAL GROUP INTERNATIONAL
+$21.7K
4,788
+13%
清仓
CSR
CENTERSPACE
-$21.7K
0
-100%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$21.5K
3,700
+11%
增持
VBK
VANGUARD INDEX FDS
+$21.1K
1,006
+0%
增持
IWO
ISHARES TR
+$20.9K
606
+0%
增持
FDVV
FIDELITY COVINGTON TRUST
+$20.2K
5,330
+0%
增持
GIS
GENERAL MLS INC
-$19.7K
18,374
+1%
增持
CGMU
CAPITAL GRP FIXED INCM ETF T
+$19.7K
5,621
+12%
增持
DAL
DELTA AIR LINES INC DEL
+$19.6K
2,590
+0%
增持
PG
PROCTER AND GAMBLE CO
+$19.2K
835
+22%
减持
CSCO
CISCO SYS INC
-$18.7K
3,929
-5%
增持
PWV
INVESCO EXCHANGE TRADED FD T
+$17.4K
5,419
+0%
增持
XLE
SELECT SECTOR SPDR TR
+$16.6K
3,199
+1%
增持
VTEB
VANGUARD MUN BD FDS
+$16.3K
3,911
+7%
清仓
—
SKECHERS U S A INC
-$16.1K
0
-100%
减持
NFLX
NETFLIX INC
-$16.0K
47
-13%
增持
IBB
ISHARES TR
+$15.8K
742
+3%
增持
ASB
ASSOCIATED BANC CORP
+$15.1K
11,262
+0%
增持
OTTR
OTTER TAIL CORP
+$14.8K
1,155
+11%
减持
EFAV
ISHARES TR
-$14.6K
4,654
-4%
减持
BIPC
BROOKFIELD INFRASTRUCTURE CO
-$14.5K
12,655
-2%
减持
CVX
CHEVRON CORP NEW
-$14.4K
1,765
-12%
增持
AMGN
AMGEN INC
+$14.4K
3,591
+0%
增持
DTE
DTE ENERGY CO
+$13.0K
1,363
+0%
增持
EMR
EMERSON ELEC CO
+$12.5K
400
+33%
建仓
—
GRAYSCALE COINDESK CRYPTO
+$12.4K
221
建仓
ADI
ANALOG DEVICES INC
+$12.3K
50
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$12.0K
47,983
+0%
减持
VUG
VANGUARD INDEX FDS
-$11.9K
1,571
-10%
增持
ITOT
ISHARES TR
+$11.4K
1,057
+0%
减持
F
FORD MTR CO
+$11.4K
10,322
-0%
减持
ICLN
ISHARES TR
+$11.3K
4,876
-0%
增持
—
LINDE PLC
+$11.2K
226
+10%
