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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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 150 项
建仓 8
增持 108
减持 27
清仓 7
方向
标的
Δ市值
现股数(环比)
减持
BSX
BOSTON SCIENTIFIC CORP
-$4.4M
134,570
-0%
增持
MSFT
MICROSOFT CORP
-$3.7M
33,429
+1%
增持
—
MEDTRONIC PLC
-$1.9M
218,905
+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
VGT
VANGUARD WORLD FD
-$1.5M
27,938
+0%
减持
AVGO
BROADCOM INC
-$1.2M
32,404
-0%
增持
HDV
ISHARES TR
+$1.1M
74,831
+1%
减持
TSM
TAIWAN SEMICONDUCTOR MANUFAC
+$1.0M
33,198
-1%
增持
IVW
ISHARES TR
-$974.3K
98,946
+0%
增持
VYMI
VANGUARD WHITEHALL FDS
+$943.5K
137,698
+3%
增持
VYM
VANGUARD WHITEHALL FDS
+$778.7K
145,107
+1%
减持
GOOG
ALPHABET INC
-$750.4K
27,592
-0%
增持
AAPL
APPLE INC
-$738.3K
65,530
+3%
增持
FSTA
FIDELITY COVINGTON TRUST
+$715.7K
135,678
+5%
增持
SCHD
SCHWAB STRATEGIC TR
+$633.2K
80,153
+20%
减持
JPST
J P MORGAN EXCHANGE TRADED F
-$605.1K
35,483
-25%
增持
NVDA
NVIDIA CORPORATION
-$540.9K
45,075
+0%
增持
FENY
FIDELITY COVINGTON TRUST
+$533.4K
56,920
+0%
减持
AMZN
AMAZON COM INC
-$519.5K
22,088
-0%
增持
CNQ
CANADIAN NAT RES LTD MED TER
+$500.5K
33,553
+0%
增持
FTEC
FIDELITY COVINGTON TRUST
-$483.1K
29,124
+0%
增持
DGRO
ISHARES TR
+$458.3K
75,182
+8%
增持
MU
MICRON TECHNOLOGY INC
+$442.2K
4,909
+15%
增持
META
META PLATFORMS INC
-$387.1K
4,404
+0%
建仓
KXI
ISHARES TR
+$377.5K
5,633
建仓
SCHY
SCHWAB STRATEGIC TR
+$314.5K
9,933
减持
—
ASML HLDG NV
+$295.5K
1,757
-7%
增持
VDE
VANGUARD WORLD FD
+$295.2K
6,235
+0%
减持
JNJ
JOHNSON & JOHNSON
+$286.6K
8,020
-1%
增持
VDC
VANGUARD WORLD FD
+$283.7K
14,576
+3%
增持
JPM
JPMORGAN CHASE & CO
-$266.9K
10,643
+1%
减持
UNH
UNITEDHEALTH GROUP INC
-$257.7K
4,283
-0%
增持
CGGO
CAPITAL GROUP GBL GROWTH EQT
+$246.1K
78,572
+15%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$236.1K
20,542
+19%
增持
IDV
ISHARES TR
+$230.2K
61,509
+2%
增持
EFAV
ISHARES TR
+$215.6K
6,745
+45%
增持
COST
COSTCO WHOLESALE CORPORATION
+$215.5K
1,252
+5%
增持
IYW
ISHARES TR
-$210.5K
12,924
+1%
增持
VIGI
VANGUARD WHITEHALL FDS
-$191.6K
110,433
+1%
减持
IETC
ISHARES U S ETF TR
-$188.8K
10,346
-5%
建仓
—
ASTRAZENECA PLC
+$183.8K
932
增持
SPY
STATE STR SPDR S&P 500 ETF T
-$178.5K
7,182
+1%
清仓
—
ASTRAZENECA PLC
-$171.4K
0
-100%
增持
VIG
VANGUARD SPECIALIZED FUNDS
-$161.0K
45,928
+1%
增持
ABBV
ABBVIE INC
-$144.8K
13,217
+0%
增持
MMM
3M CO
-$142.7K
13,926
+3%
建仓
ITA
ISHARES TR
+$133.7K
611
增持
IAU
ISHARES GOLD TR
+$132.7K
4,259
+42%
增持
CGGR
CAPITAL GROUP GROWTH ETF
-$126.9K
54,333
+5%
增持
GIS
GENERAL MILLS INC
-$124.3K
13,507
+0%
增持
HON
HONEYWELL INTL INC
+$121.4K
2,997
+5%
增持
VALE
VALE S A
+$115.5K
39,456
+0%
增持
EFV
ISHARES TR
+$113.1K
12,094
+10%
增持
QQQ
INVESCO QQQ TR
-$109.9K
3,451
+1%
增持
WMT
WALMART INC
+$109.6K
4,618
+11%
增持
IVV
ISHARES TR
-$107.2K
7,685
+3%
增持
XLE
SELECT SECTOR SPDR TR
+$105.8K
6,288
+1%
减持
LLY
ELI LILLY & CO
-$103.6K
641
-1%
增持
TGT
TARGET CORP
+$95.1K
3,847
+1%
增持
GOOGL
ALPHABET INC
-$94.4K
3,937
+0%
增持
AMGN
AMGEN INC
+$91.5K
3,667
+0%
增持
BA
BOEING CO
+$91.1K
964
+108%
增持
VT
VANGUARD INTL EQUITY INDEX F
+$90.8K
6,690
+13%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$89.8K
2,952
-1%
增持
VOO
VANGUARD INDEX FDS
-$84.9K
4,574
+2%
增持
PLTR
PALANTIR TECHNOLOGIES INC
-$77.8K
2,597
+1%
增持
DIS
DISNEY WALT CO
-$77.6K
5,779
+4%
增持
T
AT&T INC
+$76.5K
17,442
+1%
增持
INTC
INTEL CORP
+$76.3K
5,448
+22%
增持
BN
BROOKFIELD CORP
-$75.9K
14,014
+0%
减持
DE
DEERE & CO
+$75.8K
790
-0%
增持
BIPC
BROOKFIELD INFRASTRUCTURE CO
-$74.2K
12,667
+0%
减持
CVX
CHEVRON CORPORATION
-$71.2K
960
-46%
增持
VCR
VANGUARD WORLD FD
-$69.8K
2,315
+1%
增持
PFE
PFIZER INC
+$64.8K
18,594
+1%
减持
—
EXXON MOBIL CORP
-$64.2K
1,850
-41%
增持
CGMS
CAPITAL GRP FIXED INCM ETF T
+$63.6K
8,889
+38%
增持
QCOM
QUALCOMM INC
-$63.2K
2,104
+8%
增持
VTV
VANGUARD INDEX FDS
+$61.6K
7,582
+2%
清仓
SVOL
SIMPLIFY EXCHANGE TRADED FUN
-$59.1K
0
-100%
增持
SRE
SEMPRA
+$55.1K
6,162
+0%
增持
CGHM
CAPITAL GRP FIXED INCM ETF T
+$53.8K
3,367
+173%
增持
IWF
ISHARES TR
-$53.8K
3,915
+8%
增持
MCD
MCDONALDS CORP
+$51.9K
1,177
+15%
增持
IMCB
ISHARES TR
+$51.9K
8,591
+7%
增持
VZ
VERIZON COMMUNICATIONS INC
+$51.4K
4,100
+8%
增持
VHT
VANGUARD WORLD FD
-$51.0K
3,320
+0%
增持
SGOV
ISHARES TR
+$50.5K
1,509
+49%
增持
IWM
ISHARES TR
+$48.9K
4,329
+4%
增持
EFG
ISHARES TR
+$48.0K
6,426
+10%
增持
FBND
FIDELITY MERRIMACK STR TR
+$46.8K
1,573
+190%
减持
BAC
BANK AMERICA CORP
-$46.3K
7,216
-0%
减持
AMAT
APPLIED MATLS INC
+$42.1K
839
-12%
增持
KO
COCA COLA CO
+$39.6K
2,353
+18%
清仓
—
DAYFORCE INC
-$39.5K
0
-100%
增持
IJR
ISHARES TR
+$38.7K
5,060
+3%
增持
MRK
MERCK & CO INC
+$37.9K
1,468
+11%
增持
PG
PROCTER & GAMBLE CO
+$37.1K
1,085
+30%
增持
IEFA
ISHARES TR
+$37.0K
8,436
+4%
增持
VXF
VANGUARD INDEX FDS
+$36.9K
761
+33%
增持
TLT
ISHARES TR
+$35.4K
612
+203%
清仓
—
PIPER SANDLER COMPANIES
-$35.0K
0
-100%
减持
IJS
ISHARES TR
-$32.9K
2,043
-15%
增持
RTX
RTX CORPORATION
+$32.4K
512
+41%
建仓
PIPR
PIPER SANDLER COMPANIES
+$31.5K
412
增持
TDIV
FIRST TR EXCHANGE TRADED FD
-$30.8K
9,836
+0%
增持
TRV
TRAVELERS COMPANIES INC
+$29.8K
480
+26%
增持
CGBL
CAPITAL GROUP CORE BALANCED
+$29.6K
9,366
+13%
减持
USB
US BANCORP
-$28.9K
20,174
-0%
减持
IHI
ISHARES TR
-$28.8K
1,146
-21%
增持
SOLV
SOLVENTUM CORP
-$28.7K
2,629
+4%
增持
IUSG
ISHARES TR
-$26.2K
2,069
+0%
增持
DTE
DTE ENERGY CO
+$24.5K
1,375
+0%
增持
SOLS
SOLSTICE ADVANCED MATLS INC
+$24.3K
773
+9%
增持
AMD
ADVANCED MICRO DEVICES INC
-$23.4K
2,456
+1%
建仓
VSNT
VERSANT MEDIA GROUP INC
+$23.0K
622
清仓
EXAS
EXACT SCIENCES CORP
-$20.5K
0
-100%
增持
VBK
VANGUARD INDEX FDS
+$20.4K
1,075
+7%
增持
BOTZ
GLOBAL X FDS
-$19.9K
6,683
+0%
建仓
NUDV
NUSHARES ETF TR
+$19.7K
641
减持
GEV
GE VERNOVA INC
+$18.8K
282
-19%
增持
PWV
INVESCO EXCHANGE TRADED FD T
+$18.3K
5,445
+0%
增持
CMCSA
COMCAST CORP NEW
-$18.3K
15,835
+0%
增持
HD
HOME DEPOT INC
+$18.0K
1,894
+8%
增持
CGCB
CAPITAL GRP FIXED INCM ETF T
+$18.0K
21,944
+4%
减持
NEE
NEXTERA ENERGY INC
+$17.8K
1,515
-1%
减持
WFC
WELLS FARGO & CO
-$17.5K
1,082
-3%
建仓
SIVR
ABRDN SILVER ETF TRUST
+$17.3K
242
增持
VEU
VANGUARD INTL EQUITY INDEX F
+$16.6K
2,152
+9%
减持
IEMG
ISHARES INC
+$16.5K
7,647
-1%
增持
ACWX
ISHARES TR
+$15.6K
450
+99%
增持
SPSM
SPDR SERIES TRUST
+$15.6K
623
+101%
增持
BDX
BECTON DICKINSON & CO
+$15.4K
109
+1111%
减持
VOE
VANGUARD INDEX FDS
-$13.7K
820
-12%
清仓
—
ALEXANDER & BALDWIN INC NEW
-$12.5K
0
-100%
清仓
—
FRONTIER COMMUNICATIONS PARE
-$12.4K
0
-100%
增持
BAM
BROOKFIELD ASSET MANAGMT LTD
-$12.2K
1,544
+0%
增持
ARKK
ARK ETF TR
-$11.6K
1,252
+0%
减持
GEHC
GE HEALTHCARE TECHNOLOGIES I
-$11.4K
419
-17%
增持
IJH
ISHARES TR
+$11.2K
7,190
+0%
增持
FELC
FIDELITY COVINGTON TRUST
-$10.9K
15,150
+3%
增持
CGMU
CAPITAL GRP FIXED INCM ETF T
+$10.7K
7,442
+6%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$10.0K
8,632
+2%
增持
DTM
DT MIDSTREAM INC
+$9.9K
641
+0%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$9.6K
235
+47%
增持
SPYG
SPDR SERIES TRUST
+$9.4K
158
+182%
减持
STNE
STONECO LTD
-$9.3K
13,678
-0%
增持
—
PAGSEGURO DIGITAL LTD
+$9.1K
23,521
+0%
增持
XLF
SELECT SECTOR SPDR TR
-$8.9K
1,685
+0%
增持
VTI
VANGUARD INDEX FDS
-$8.8K
2,467
+3%
增持
CGNG
CAPITAL GROUP NEW GEOGRAPHY
+$8.6K
422
+185%
