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FINANCIAL CONSULATE, INC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
FINANCIAL CONSULATE, INC
报告期 2026-03-31 · CIK 1624510
持仓数
1,402
前50大市值合计
$732.8M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($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
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 150 项
建仓 130
增持 12
减持 7
清仓 1
方向
标的
Δ市值
现股数(环比)
增持
SCHX
SCHWAB STRATEGIC TR
+$20.3M
5,133,075
+9%
建仓
AAPL
APPLE INC
+$20.0M
78,624
建仓
MKC
MCCORMICK & CO INC
+$12.3M
183,699
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
DIHP
DIMENSIONAL ETF TRUST
+$11.3M
1,179,624
+42%
建仓
MSFT
MICROSOFT CORP
+$8.4M
16,190
增持
DUHP
DIMENSIONAL ETF TRUST
+$8.0M
1,976,255
+5%
增持
PULS
PGIM ETF TR
+$6.6M
250,418
+110%
建仓
PATK
PATRICK INDS INC
+$5.5M
53,341
建仓
NVDA
NVIDIA CORPORATION
+$5.3M
28,534
增持
DFAS
DIMENSIONAL ETF TRUST
+$3.2M
416,923
+5%
建仓
PNC
PNC FINL SVCS GROUP INC
+$2.9M
14,638
增持
FNDF
SCHWAB STRATEGIC TR
+$2.8M
239,681
+28%
建仓
AMZN
AMAZON COM INC
+$2.7M
12,322
减持
FNDB
SCHWAB STRATEGIC TR
-$2.6M
1,223,305
-14%
减持
GMF
SPDR INDEX SHS FDS
-$2.5M
64,606
-29%
增持
MFUS
PIMCO EQUITY SER
+$2.1M
97,035
+53%
减持
MFDX
PIMCO EQUITY SER
+$1.9M
1,625,269
-0%
建仓
GOOG
ALPHABET INC
+$1.9M
7,716
建仓
TXG
10X GENOMICS INC
+$1.8M
156,457
减持
SCHF
SCHWAB STRATEGIC TR
+$1.8M
1,814,057
-1%
建仓
JPM
JPMORGAN CHASE & CO.
+$1.7M
5,511
建仓
LMT
LOCKHEED MARTIN CORP
+$1.7M
3,431
建仓
MA
MASTERCARD INCORPORATED
+$1.6M
2,811
建仓
MLCI
MOUNT LOGAN CAP INC
+$1.6M
201,898
清仓
—
180 DEGREE CAP CORP
-$1.5M
0
-100%
增持
VTIP
VANGUARD MALVERN FDS
+$1.4M
493,122
+5%
建仓
RTX
RTX CORPORATION
+$1.3M
7,912
建仓
PG
PROCTER AND GAMBLE CO
+$1.3M
8,220
减持
DFAT
DIMENSIONAL ETF TRUST
-$1.2M
39,038
-39%
建仓
COST
COSTCO WHSL CORP NEW
+$1.2M
1,283
建仓
DOCU
DOCUSIGN INC
+$1.1M
15,654
建仓
CEG
CONSTELLATION ENERGY CORP
+$1.1M
3,416
建仓
V
VISA INC
+$1.1M
3,265
建仓
—
EXXON MOBIL CORP
+$1.1M
9,545
建仓
TSLA
TESLA INC
+$1.1M
2,418
建仓
SCHW
SCHWAB CHARLES CORP
+$1.1M
11,187
建仓
CAT
CATERPILLAR INC
+$1.0M
2,191
增持
FLQM
FRANKLIN TEMPLETON ETF TR
+$1.0M
364,147
+1%
建仓
FAST
FASTENAL CO
+$1.0M
20,535
减持
TCAF
T ROWE PRICE ETF INC
-$951.1K
456,491
-11%
建仓
LLY
ELI LILLY & CO
+$937.7K
1,229
建仓
TJX
TJX COS INC NEW
+$927.3K
6,416
建仓
—
PEBBLEBROOK HOTEL TR
+$904.7K
925,000
建仓
—
FUBOTV INC
+$901.1K
911,000
建仓
UBER
UBER TECHNOLOGIES INC
+$890.6K
9,091
建仓
HD
HOME DEPOT INC
+$854.6K
2,109
建仓
HEI/A
HEICO CORP NEW
+$808.0K
3,180
建仓
—
MGP INGREDIENTS INC NEW
+$807.4K
843,000
建仓
UPS
UNITED PARCEL SERVICE INC
+$756.5K
9,057
建仓
BRK/A
BERKSHIRE HATHAWAY INC DEL
+$754.2K
1
建仓
MRK
MERCK & CO INC
+$744.2K
8,867
建仓
DHR
DANAHER CORPORATION
+$744.0K
3,753
建仓
MCD
MCDONALDS CORP
+$742.4K
2,443
建仓
ABBV
ABBVIE INC
+$731.4K
3,159
建仓
SCHM
SCHWAB STRATEGIC TR
+$688.0K
23,212
建仓
HPE
HEWLETT PACKARD ENTERPRISE C
+$668.8K
27,230
建仓
VEEV
VEEVA SYS INC
+$639.0K
2,145
建仓
—
SNAP INC
+$624.8K
681,000
建仓
JNJ
JOHNSON & JOHNSON
+$623.8K
3,364
建仓
META
META PLATFORMS INC
+$622.1K
847
建仓
VMC
VULCAN MATLS CO
+$612.8K
1,992
建仓
CSX
CSX CORP
+$611.7K
17,225
建仓
T
AT&T INC
+$599.9K
21,241
建仓
TDG
TRANSDIGM GROUP INC
+$595.7K
452
建仓
—
BANDWIDTH INC
+$591.2K
693,000
建仓
ACNB
ACNB CORP
+$588.6K
13,366
建仓
MPWR
MONOLITHIC PWR SYS INC
+$588.3K
639
建仓
—
SUMMIT HOTEL PPTYS
+$584.9K
599,000
建仓
CVX
CHEVRON CORP NEW
+$573.0K
3,690
建仓
CDNS
CADENCE DESIGN SYSTEM INC
+$568.3K
1,618
建仓
NOW
SERVICENOW INC
+$562.3K
611
建仓
IBM
INTERNATIONAL BUSINESS MACHS
+$551.4K
1,954
建仓
CBRE
CBRE GROUP INC
+$545.5K
3,462
建仓
—
REDFIN CORP
+$542.8K
583,000
建仓
VLTO
VERALTO CORP
+$534.6K
5,014
建仓
ISRG
INTUITIVE SURGICAL INC
+$529.1K
1,183
建仓
PEP
PEPSICO INC
+$492.2K
3,504
建仓
URI
UNITED RENTALS INC
+$481.1K
504
建仓
—
ASML HOLDING N V
+$480.2K
496
增持
GOOGL
ALPHABET INC
+$478.8K
5,995
+8%
建仓
WCN
WASTE CONNECTIONS INC
+$470.8K
2,678
建仓
EXC
EXELON CORP
+$448.4K
9,961
建仓
MCO
MOODYS CORP
+$436.3K
916
建仓
SHW
SHERWIN WILLIAMS CO
+$425.6K
1,229
建仓
INTU
INTUIT
+$422.7K
619
建仓
SPGI
S&P GLOBAL INC
+$416.1K
855
建仓
GWRE
GUIDEWIRE SOFTWARE INC
+$408.9K
1,779
建仓
TMO
THERMO FISHER SCIENTIFIC INC
+$395.3K
815
建仓
TYL
TYLER TECHNOLOGIES INC
+$390.3K
746
建仓
MSI
MOTOROLA SOLUTIONS INC
+$388.7K
850
建仓
CPRT
COPART INC
+$384.2K
8,543
建仓
UNH
UNITEDHEALTH GROUP INC
+$378.4K
1,096
建仓
—
LINDE PLC
+$375.7K
791
建仓
CSGP
COSTAR GROUP INC
+$372.2K
4,412
建仓
COR
CENCORA INC
+$361.9K
1,158
建仓
PCOR
PROCORE TECHNOLOGIES INC
+$360.3K
4,941
建仓
ECL
ECOLAB INC
+$359.3K
1,312
建仓
WST
WEST PHARMACEUTICAL SVSC INC
+$352.0K
1,342
建仓
MANH
MANHATTAN ASSOCIATES INC
+$340.5K
1,661
建仓
IJR
ISHARES TR
+$335.8K
2,826
建仓
ABT
ABBOTT LABS
+$330.6K
2,468
建仓
SPYG
SPDR SERIES TRUST
+$328.6K
3,144
减持
SCHD
SCHWAB STRATEGIC TR
+$328.3K
788,071
-1%
增持
VOO
VANGUARD INDEX FDS
+$327.4K
6,022
+2%
建仓
VHT
VANGUARD WORLD FD
+$325.7K
1,255
建仓
HON
HONEYWELL INTL INC
+$322.5K
1,532
建仓
SPYM
SPDR SERIES TRUST
+$317.4K
4,052
建仓
SNPS
SYNOPSYS INC
+$316.8K
642
建仓
GE
GE AEROSPACE
+$310.3K
1,031
建仓
KMB
KIMBERLY-CLARK CORP
+$299.9K
2,412
建仓
GS
GOLDMAN SACHS GROUP INC
+$297.1K
373
建仓
VZ
VERIZON COMMUNICATIONS INC
+$297.1K
6,759
增持
SCHB
SCHWAB STRATEGIC TR
+$294.5K
120,210
+2%
建仓
WSBC
WESBANCO INC
+$291.4K
9,127
建仓
LHX
L3HARRIS TECHNOLOGIES INC
+$287.4K
941
建仓
AXP
AMERICAN EXPRESS CO
+$286.4K
862
建仓
LRCX
LAM RESEARCH CORP
+$281.2K
2,100
建仓
TXN
TEXAS INSTRS INC
+$276.3K
1,504
建仓
ADX
ADAMS DIVERSIFIED EQUITY FD
+$273.0K
12,242
建仓
SCHA
SCHWAB STRATEGIC TR
+$268.8K
9,634
建仓
AME
AMETEK INC
+$264.0K
1,404
建仓
—
ROYAL CARIBBEAN GROUP
+$263.8K
815
建仓
RPG
INVESCO EXCHANGE TRADED FD T
+$259.0K
5,427
建仓
DUK
DUKE ENERGY CORP NEW
+$256.0K
2,068
建仓
MKC/V
MCCORMICK & CO INC
+$250.0K
3,747
建仓
TFC
TRUIST FINL CORP
+$247.5K
5,413
建仓
CSCO
CISCO SYS INC
+$247.2K
3,614
建仓
KNSL
KINSALE CAP GROUP INC
+$242.0K
569
建仓
SCCO
SOUTHERN COPPER CORP
+$239.7K
1,975
建仓
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$238.2K
853
建仓
GLD
SPDR GOLD TR
+$237.5K
668
建仓
KO
COCA COLA CO
+$235.8K
3,556
建仓
ALL
ALLSTATE CORP
+$235.7K
1,098
建仓
EGY
VAALCO ENERGY INC
+$234.3K
58,289
建仓
BX
BLACKSTONE INC
+$228.9K
1,340
建仓
BAC
BANK AMERICA CORP
+$225.0K
4,361
建仓
MSCI
MSCI INC
+$224.7K
396
建仓
VIG
VANGUARD SPECIALIZED FUNDS
+$223.0K
1,033
建仓
BE
BLOOM ENERGY CORP
+$218.0K
2,578
建仓
TECH
BIO-TECHNE CORP
+$217.6K
3,912
建仓
TXT
TEXTRON INC
+$213.8K
2,531
建仓
SLYG
SPDR SERIES TRUST
+$209.8K
2,225
建仓
BDX
BECTON DICKINSON & CO
+$209.8K
1,121
建仓
DIS
DISNEY WALT CO
+$204.2K
1,783
建仓
MMM
3M CO
+$194.6K
1,254
建仓
AFL
AFLAC INC
+$190.8K
1,708
建仓
AEP
AMERICAN ELEC PWR CO INC
+$190.0K
1,689
建仓
QQQ
INVESCO QQQ TR
+$187.3K
312
建仓
NFLX
NETFLIX INC
+$187.0K
156
建仓
BAH
BOOZ ALLEN HAMILTON HLDG COR
+$185.0K
1,851
