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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
25Q4 调仓
2025-09-30 → 2025-12-31 · 共 150 项
建仓 17
增持 77
减持 43
清仓 13
方向
标的
Δ市值
现股数(环比)
减持
GOOG
ALPHABET INC
+$1.9M
27,615
-1%
增持
VYMI
VANGUARD WHITEHALL FDS
+$1.5M
133,702
+8%
减持
MSFT
MICROSOFT CORP
-$1.2M
33,225
-0%
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
AAPL
APPLE INC
+$1.1M
63,890
-0%
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$756.9K
33,546
-1%
减持
SE
SEA LTD
-$693.4K
13,274
-1%
增持
IVW
ISHARES TR
+$660.9K
98,702
+4%
减持
META
META PLATFORMS INC
-$533.9K
4,403
-6%
减持
MO
ALTRIA GROUP INC
-$522.9K
240
-97%
增持
IVV
ISHARES TR
+$516.4K
7,485
+9%
增持
MU
MICRON TECHNOLOGY INC
+$503.4K
4,261
+0%
增持
VYM
VANGUARD WHITEHALL FDS
+$481.8K
144,312
+1%
增持
VIGI
VANGUARD WHITEHALL FDS
+$406.7K
108,917
+2%
减持
BSX
BOSTON SCIENTIFIC CORP
-$405.8K
135,167
-1%
减持
AVGO
BROADCOM INC
+$397.5K
32,483
-1%
增持
ORCL
ORACLE CORP
-$390.2K
4,533
+0%
增持
CGGO
CAPITAL GROUP GBL GROWTH EQT
+$343.8K
68,567
+15%
增持
DGRO
ISHARES TR
+$343.7K
69,403
+6%
增持
VGT
VANGUARD WORLD FD
+$318.6K
27,803
+1%
增持
CNQ
CANADIAN NAT RES LTD
+$308.9K
33,516
+30%
减持
GIS
GENERAL MLS INC
-$299.4K
13,484
-27%
增持
MDB
MONGODB INC
+$275.5K
1,172
+68%
减持
GOOGL
ALPHABET INC
+$270.6K
3,918
-0%
增持
FSTA
FIDELITY COVINGTON TRUST
+$265.6K
129,789
+6%
减持
AMZN
AMAZON COM INC
+$248.9K
22,181
-0%
增持
NET
CLOUDFLARE INC
+$232.9K
2,028
+161%
增持
TSLA
TESLA INC
+$216.1K
8,627
+5%
增持
—
MEDTRONIC PLC
+$212.7K
217,302
+0%
增持
IDV
ISHARES TR
+$212.3K
60,522
+2%
减持
MSTR
STRATEGY INC
-$211.7K
541
-41%
增持
FTEC
FIDELITY COVINGTON TRUST
+$205.1K
29,120
+2%
增持
CGCB
CAPITAL GRP FIXED INCM ETF T
+$191.8K
21,052
+53%
增持
AMGN
AMGEN INC
+$185.4K
3,662
+2%
清仓
—
SURMODICS INC
-$179.8K
0
-100%
增持
CGDV
CAPITAL GROUP DIVIDEND VALUE
+$178.6K
19,617
+22%
增持
EFG
ISHARES TR
+$177.2K
5,861
+36%
减持
CAT
CATERPILLAR INC
-$176.5K
648
-44%
减持
LLY
ELI LILLY & CO
+$175.9K
645
-5%
减持
JNJ
JOHNSON & JOHNSON
+$170.3K
8,088
-0%
增持
VTV
VANGUARD INDEX FDS
+$165.0K
7,467
+10%
减持
—
ASML HOLDING N V
+$157.9K
1,893
-2%
增持
SPY
SPDR S&P 500 ETF TR
+$148.7K
7,112
+1%
增持
IWF
ISHARES TR
+$135.1K
3,641
+7%
增持
IMCB
ISHARES TR
+$134.7K
8,036
+26%
增持
QQQ
INVESCO QQQ TR
+$130.6K
3,422
+4%
减持
UNH
UNITEDHEALTH GROUP INC
-$118.0K
4,292
-3%
增持
EFV
ISHARES TR
+$116.5K
11,007
+12%
减持
HD
HOME DEPOT INC
-$114.7K
1,758
-1%
减持
GM
GENERAL MTRS CO
-$114.6K
255
-89%
增持
VDC
VANGUARD WORLD FD
+$111.9K
14,154
+5%
增持
HDB
HDFC BANK LTD
+$109.0K
23,119
+7%
增持
USB
US BANCORP DEL
+$102.7K
20,205
+0%
增持
CGGR
CAPITAL GROUP GROWTH ETF
+$102.5K
51,957
+3%
增持
CGCP
CAPITAL GRP FIXED INCM ETF T
+$101.8K
15,630
+41%
建仓
SGOV
ISHARES TR
+$101.4K
1,010
增持
VOO
VANGUARD INDEX FDS
+$100.1K
4,493
+1%
增持
ECL
ECOLAB INC
+$96.0K
1,235
+48%
增持
VHT
VANGUARD WORLD FD
+$94.5K
3,319
+0%
增持
IEFA
ISHARES TR
+$87.6K
8,123
+11%
增持
VT
VANGUARD INTL EQUITY INDEX F
+$87.3K
5,916
+9%
增持
NOW
SERVICENOW INC
-$84.1K
2,725
+400%
减持
T
AT&T INC
-$83.7K
17,276
-5%
增持
FELC
FIDELITY COVINGTON TRUST
+$81.5K
14,682
+14%
清仓
PDX
PIMCO DYNAMIC INCOME STRATEG
-$80.8K
0
-100%
增持
IYW
ISHARES TR
+$75.4K
12,796
+1%
建仓
USRT
ISHARES TR
+$74.9K
1,315
增持
JPM
JPMORGAN CHASE & CO.
+$72.0K
10,544
+0%
减持
TDIV
FIRST TR EXCHANGE TRADED FD
-$70.6K
9,831
-5%
增持
HDV
ISHARES TR
+$68.9K
74,187
+1%
减持
F
FORD MTR CO
-$66.7K
4,328
-58%
增持
IBIT
ISHARES BITCOIN TRUST ETF
+$65.0K
1,473
+1078%
减持
—
EXXON MOBIL CORP
-$62.4K
3,142
-20%
减持
VIG
VANGUARD SPECIALIZED FUNDS
+$62.3K
45,674
-1%
减持
VDE
VANGUARD WORLD FD
-$61.6K
6,223
-7%
建仓
SVOL
SIMPLIFY EXCHANGE TRADED FUN
+$59.1K
3,365
减持
NVO
NOVO-NORDISK A S
-$58.8K
11,256
-1%
减持
ARKK
ARK ETF TR
-$56.1K
1,251
-29%
增持
TGT
TARGET CORP
+$55.1K
3,797
+8%
清仓
—
ALLETE INC
-$55.1K
0
-100%
增持
BIPC
BROOKFIELD INFRASTRUCTURE CO
+$54.4K
12,661
+0%
增持
CGMS
CAPITAL GRP FIXED INCM ETF T
+$53.7K
6,462
+44%
减持
HON
HONEYWELL INTL INC
-$50.7K
2,850
-1%
增持
CARR
CARRIER GLOBAL CORPORATION
-$50.4K
7,828
+1%
增持
GLD
SPDR GOLD TR
+$48.4K
838
+5%
建仓
FTMN
PUTNAM ETF TRUST
+$45.9K
5,191
增持
VEA
VANGUARD TAX-MANAGED FDS
+$45.8K
17,292
+0%
减持
ABBV
ABBVIE INC
-$44.0K
13,214
-0%
增持
CGIE
CAPITAL GROUP INTERNATIONAL
+$43.1K
5,873
+23%
增持
IAU
ISHARES GOLD TR
+$42.4K
2,991
+9%
增持
CGBL
CAPITAL GROUP CORE BALANCED
+$42.4K
8,283
+15%
增持
COST
COSTCO WHSL CORP NEW
-$38.6K
1,197
+3%
增持
CGMU
CAPITAL GRP FIXED INCM ETF T
+$38.0K
6,989
+24%
减持
ARKW
ARK ETF TR
-$37.8K
1,048
-5%
清仓
—
UNILEVER PLC
-$37.7K
0
-100%
减持
NEE
NEXTERA ENERGY INC
-$37.7K
1,531
-28%
建仓
UL
UNILEVER PLC
+$36.8K
563
减持
ICSH
ISHARES TR
-$35.9K
3,334
-17%
建仓
SOLS
SOLSTICE ADVANCED MATLS INC
+$34.5K
711
减持
JPST
J P MORGAN EXCHANGE TRADED F
-$33.3K
47,458
-1%
减持
VNQ
VANGUARD INDEX FDS
-$32.5K
9,164
-1%
减持
NVDA
NVIDIA CORPORATION
-$31.1K
45,051
-0%
增持
NU
NU HLDGS LTD
+$30.9K
37,725
+1%
清仓
WWD
WOODWARD INC
-$30.3K
0
-100%
减持
PLTR
PALANTIR TECHNOLOGIES INC
-$30.3K
2,575
-4%
增持
VEU
VANGUARD INTL EQUITY INDEX F
+$30.2K
1,972
+22%
增持
IJK
ISHARES TR
+$27.8K
1,563
+21%
建仓
DNOV
FIRST TR EXCHNG TRADED FD VI
+$26.9K
550
增持
VTI
VANGUARD INDEX FDS
+$26.8K
2,387
+1%
增持
VCR
VANGUARD WORLD FD
+$26.7K
2,287
+4%
增持
IWM
ISHARES TR
+$26.5K
4,162
+1%
增持
IJR
ISHARES TR
+$26.5K
4,912
+4%
建仓
RDVY
FIRST TR EXCHANGE TRADED FD
+$26.1K
375
清仓
HYI
WESTERN ASSET HIGH YIELD OPP
-$23.9K
0
-100%
建仓
JMTG
J P MORGAN EXCHANGE TRADED F
+$23.6K
463
建仓
SDVY
FIRST TR EXCHANGE-TRADED FD
+$23.0K
600
减持
SRE
SEMPRA
-$22.8K
6,158
-2%
增持
CMCSA
COMCAST CORP NEW
-$22.0K
15,821
+0%
增持
FHLC
FIDELITY COVINGTON TRUST
+$20.9K
1,894
+6%
减持
BAC
BANK AMERICA CORP
+$20.8K
7,237
-1%
减持
MMM
3M CO
+$20.2K
13,524
-2%
增持
FESM
FIDELITY COVINGTON TRUST
+$20.0K
12,096
+1%
增持
IGRO
ISHARES TR
+$19.8K
5,595
+1%
清仓
AGNC
AGNC INVT CORP
-$19.8K
0
-100%
清仓
FTHY
FIRST TR HIGH YIELD OPPRT 20
-$19.7K
0
-100%
清仓
AMLP
ALPS ETF TR
-$19.1K
0
-100%
建仓
FEX
FIRST TR EXCHANGE-TRADED ALP
+$19.0K
160
减持
VZ
VERIZON COMMUNICATIONS INC
-$18.5K
3,793
-4%
增持
VXF
VANGUARD INDEX FDS
+$17.8K
572
+17%
建仓
TLT
ISHARES TR
+$17.6K
202
增持
SCHD
SCHWAB STRATEGIC TR
+$17.3K
66,564
+0%
增持
IXUS
ISHARES TR
+$17.0K
408
+92%
增持
IJH
ISHARES TR
+$16.5K
7,187
+2%
清仓
BXSL
BLACKSTONE SECD LENDING FD
-$16.4K
0
-100%
建仓
FNX
FIRST TR EXCHANGE-TRADED ALP
+$16.4K
130
增持
DTE
DTE ENERGY CO
-$16.3K
1,369
+0%
减持
—
ALCON AG
-$16.2K
44
-83%
增持
IWR
ISHARES TR
+$16.2K
1,214
+16%
增持
USMV
ISHARES TR
+$16.1K
1,415
+15%
建仓
ACWX
ISHARES TR
+$15.1K
226
建仓
CELC
CELCUITY INC
+$15.0K
150
清仓
—
WAYFAIR INC
-$15.0K
0
-100%
建仓
SPSM
SPDR SERIES TRUST
+$14.5K
310
建仓
IUSB
ISHARES TR
+$14.2K
305
增持
NFLX
NETFLIX INC
-$14.2K
450
+857%
增持
VUG
VANGUARD INDEX FDS
+$14.0K
1,573
+0%
增持
TEAM
ATLASSIAN CORPORATION
+$13.7K
718
+12%
清仓
LADR
LADDER CAP CORP
-$13.6K
0
-100%
减持
ARKG
ARK ETF TR
-$12.6K
1,858
-22%
增持
DFE
WISDOMTREE TR
+$12.4K
6,033
+1%
清仓
BRSP
BRIGHTSPIRE CAPITAL INC
-$12.1K
0
-100%
