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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
25Q4 调仓
2025-09-30 → 2025-12-31 · 共 150 项
建仓 16
增持 60
减持 67
清仓 7
方向
标的
Δ市值
现股数(环比)
建仓
FNDE
SCHWAB STRATEGIC TR
+$15.9M
441,510
增持
SCHX
SCHWAB STRATEGIC TR
+$4.8M
5,201,944
+1%
减持
FNDB
SCHWAB STRATEGIC TR
-$4.4M
1,019,275
-17%
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
MSFT
MICROSOFT CORP
-$4.4M
8,313
-49%
增持
MFDX
PIMCO EQUITY SER
+$3.7M
1,669,238
+3%
增持
VTIP
VANGUARD MALVERN FDS
+$2.6M
557,604
+13%
清仓
SCHR
SCHWAB STRATEGIC TR
-$2.2M
0
-100%
增持
DIHP
DIMENSIONAL ETF TRUST
+$2.0M
1,195,150
+1%
增持
SCHF
SCHWAB STRATEGIC TR
+$1.6M
1,823,619
+1%
减持
AAPL
APPLE INC
+$1.2M
78,098
-1%
减持
MFUS
PIMCO EQUITY SER
-$1.1M
76,168
-22%
减持
PULS
PGIM ETF TR
-$1.1M
229,710
-8%
增持
DFAS
DIMENSIONAL ETF TRUST
+$1.0M
424,499
+2%
增持
DUHP
DIMENSIONAL ETF TRUST
+$965.8K
1,988,141
+1%
清仓
—
FUBOTV INC
-$901.1K
0
-100%
增持
FLQM
FRANKLIN TEMPLETON ETF TR
+$832.8K
380,180
+4%
减持
ACNB
ACNB CORP
-$533.0K
1,150
-91%
减持
VLTO
VERALTO CORP
-$462.2K
726
-86%
增持
GOOGL
ALPHABET INC
+$455.1K
6,110
+2%
减持
JPM
JPMORGAN CHASE & CO.
-$440.4K
4,028
-27%
增持
SPGM
SPDR INDEX SHS FDS
+$415.9K
44,796
+11%
减持
GOOG
ALPHABET INC
+$411.9K
7,301
-5%
增持
MRSH
MARSH & MCLENNAN COS INC
+$405.4K
2,218
+7293%
增持
LLY
ELI LILLY & CO
+$389.2K
1,235
+0%
增持
—
BANDWIDTH INC
+$381.3K
1,112,000
+60%
建仓
—
SPECTRUM BRANDS INC
+$356.6K
378,000
减持
PNC
PNC FINL SVCS GROUP INC
-$348.2K
12,423
-15%
减持
TCAF
T ROWE PRICE ETF INC
-$319.3K
441,925
-3%
增持
GMF
SPDR INDEX SHS FDS
+$318.8K
67,018
+4%
减持
FNDF
SCHWAB STRATEGIC TR
+$295.6K
234,290
-2%
增持
SCHD
SCHWAB STRATEGIC TR
+$289.8K
794,902
+1%
减持
UBER
UBER TECHNOLOGIES INC
-$252.7K
7,808
-14%
减持
VEEV
VEEVA SYS INC
-$244.1K
1,769
-18%
减持
ITOT
ISHARES TR
-$229.4K
7,293
-19%
增持
CAT
CATERPILLAR INC
+$222.5K
2,213
+1%
增持
DFAT
DIMENSIONAL ETF TRUST
+$220.5K
41,870
+7%
增持
UPS
UNITED PARCEL SERVICE INC
+$219.6K
9,841
+9%
减持
NVDA
NVIDIA CORPORATION
-$213.8K
27,400
-4%
减持
MKC
MCCORMICK & CO INC
+$200.7K
183,409
-0%
减持
PATK
PATRICK INDS INC
+$191.3K
52,645
-1%
减持
SCHB
SCHWAB STRATEGIC TR
-$186.3K
110,723
-8%
减持
MRK
MERCK & CO INC
+$171.9K
8,703
-2%
减持
DOCU
DOCUSIGN INC
-$165.9K
14,073
-10%
减持
PG
PROCTER AND GAMBLE CO
-$165.8K
7,656
-7%
增持
IGIB
ISHARES TR
+$164.8K
3,329
+1133%
增持
NFLX
NETFLIX INC
+$162.0K
3,723
+2287%
减持
HEI/A
HEICO CORP NEW
-$152.7K
2,596
-18%
减持
CDNS
CADENCE DESIGN SYSTEM INC
-$152.3K
1,331
-18%
减持
VMC
VULCAN MATLS CO
-$147.9K
1,630
-18%
增持
—
MGP INGREDIENTS INC NEW
+$147.7K
987,000
+17%
减持
MSI
MOTOROLA SOLUTIONS INC
-$147.2K
630
-26%
减持
CSGP
COSTAR GROUP INC
-$146.3K
3,360
-24%
增持
AVGO
BROADCOM INC
+$141.7K
712
+125%
减持
MA
MASTERCARD INCORPORATED
-$137.4K
2,560
-9%
建仓
VCSH
VANGUARD SCOTTSDALE FDS
+$136.9K
1,717
减持
TYL
TYLER TECHNOLOGIES INC
-$134.3K
564
-24%
减持
CPRT
COPART INC
-$127.7K
6,552
-23%
建仓
LQD
ISHARES TR
+$124.1K
1,126
减持
MANH
MANHATTAN ASSOCIATES INC
-$123.7K
1,251
-25%
增持
HD
HOME DEPOT INC
-$123.0K
2,126
+1%
减持
COST
COSTCO WHSL CORP NEW
-$121.4K
1,237
-4%
增持
MU
MICRON TECHNOLOGY INC
+$120.2K
842
+17%
减持
AUB
ATLANTIC UN BANKSHARES CORP
-$117.4K
1,354
-71%
增持
CEG
CONSTELLATION ENERGY CORP
+$114.5K
3,506
+3%
减持
RTX
RTX CORPORATION
+$112.0K
7,830
-1%
减持
GWRE
GUIDEWIRE SOFTWARE INC
-$111.4K
1,480
-17%
减持
MPWR
MONOLITHIC PWR SYS INC
-$109.7K
528
-17%
减持
SHW
SHERWIN WILLIAMS CO
-$109.6K
975
-21%
增持
AMD
ADVANCED MICRO DEVICES INC
+$106.3K
1,348
+20%
增持
NMAX
NEWSMAX INC
+$105.1K
13,640
+50419%
减持
V
VISA INC
-$104.3K
2,881
-12%
减持
TDG
TRANSDIGM GROUP INC
-$99.7K
373
-17%
增持
—
EXXON MOBIL CORP
+$99.1K
9,766
+2%
减持
WCN
WASTE CONNECTIONS INC
-$98.5K
2,123
-21%
建仓
ECG
EVERUS CONSTR GROUP
+$94.1K
1,100
增持
TSLA
TESLA INC
+$93.9K
2,600
+8%
建仓
IGLB
ISHARES TR
+$90.6K
1,795
减持
SNPS
SYNOPSYS INC
-$89.9K
483
-25%
增持
LRCX
LAM RESEARCH CORP
+$88.0K
2,157
+3%
减持
CBRE
CBRE GROUP INC
-$84.8K
2,865
-17%
减持
PCOR
PROCORE TECHNOLOGIES INC
-$82.7K
3,816
-23%
减持
INTU
INTUIT
-$76.9K
522
-16%
增持
IJR
ISHARES TR
+$76.2K
3,428
+21%
增持
NOW
SERVICENOW INC
-$75.1K
3,180
+420%
增持
GEV
GE VERNOVA INC
+$74.8K
263
+66%
减持
ECL
ECOLAB INC
-$73.9K
1,087
-17%
减持
WST
WEST PHARMACEUTICAL SVSC INC
-$73.1K
1,014
-24%
减持
JNJ
JOHNSON & JOHNSON
+$70.5K
3,355
-0%
减持
JEPI
J P MORGAN EXCHANGE TRADED F
-$69.8K
864
-59%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$69.6K
2,096
+7%
清仓
ARKB
ARK 21SHARES BITCOIN ETF
-$69.1K
0
-100%
减持
BAH
BOOZ ALLEN HAMILTON HLDG COR
-$67.1K
1,398
-24%
增持
SPYM
SPDR SERIES TRUST
+$64.3K
4,759
+17%
减持
LMT
LOCKHEED MARTIN CORP
-$62.8K
3,412
-1%
减持
VYM
VANGUARD WHITEHALL FDS
-$61.4K
329
-57%
增持
PSIX
POWER SOLUTIONS INTL INC
-$61.3K
1,505
+0%
增持
UHAL/B
U HAUL HOLDING COMPANY
+$59.1K
2,322
+139%
减持
VOO
VANGUARD INDEX FDS
+$57.7K
5,972
-1%
减持
MSCI
MSCI INC
-$57.2K
292
-26%
清仓
WULF
TERAWULF INC
-$57.1K
0
-100%
清仓
CALM
CAL MAINE FOODS INC
-$56.5K
0
-100%
增持
T
AT&T INC
-$55.6K
21,910
+3%
建仓
IMKTA
INGLES MKTS INC
+$54.8K
800
增持
KMB
KIMBERLY-CLARK CORP
-$53.3K
2,444
+1%
增持
SCHW
SCHWAB CHARLES CORP
+$50.3K
11,193
+0%
减持
VZ
VERIZON COMMUNICATIONS INC
-$48.3K
6,107
-10%
增持
SCCO
SOUTHERN COPPER CORP
+$47.8K
2,004
+1%
建仓
SOLS
SOLSTICE ADVANCED MATLS INC
+$47.5K
978
清仓
FFBC
FIRST FINL BANCORP OH
-$46.9K
0
-100%
减持
MCO
MOODYS CORP
-$46.2K
764
-17%
增持
NEE
NEXTERA ENERGY INC
+$45.8K
1,906
+34%
建仓
SU
SUNCOR ENERGY INC NEW
+$44.7K
1,007
减持
ABBV
ABBVIE INC
-$44.1K
3,008
-5%
增持
TLT
ISHARES TR
+$43.9K
506
+25200%
增持
AXP
AMERICAN EXPRESS CO
+$43.7K
892
+3%
增持
EXC
EXELON CORP
+$43.5K
11,284
+13%
减持
TECH
BIO-TECHNE CORP
-$42.8K
2,972
-24%
减持
SHBI
SHORE BANCSHARES INC
-$42.7K
1,630
-63%
增持
SCHG
SCHWAB STRATEGIC TR
+$42.5K
58,288
+0%
建仓
LASR
NLIGHT INC
+$41.3K
1,100
减持
—
PEBBLEBROOK HOTEL TR
-$41.2K
894,000
-3%
建仓
IDCC
INTERDIGITAL INC
+$41.1K
129
减持
GLW
CORNING INC
-$40.4K
325
-61%
减持
—
LINDE PLC
-$40.2K
787
-1%
减持
TJX
TJX COS INC NEW
+$39.9K
6,297
-2%
减持
ABT
ABBOTT LABS
-$39.8K
2,321
-6%
减持
SPGI
S&P GLOBAL INC
-$39.4K
721
-16%
增持
VTI
VANGUARD INDEX FDS
+$39.2K
2,066
+4%
增持
ELV
ELEVANCE HEALTH INC FORMERLY
+$38.0K
156
+206%
建仓
AMTM
AMENTUM HOLDINGS INC
+$37.7K
1,300
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$37.2K
1,017
+215%
清仓
ADBE
ADOBE INC
-$37.0K
0
-100%
建仓
SPYV
SPDR SERIES TRUST
+$37.0K
651
增持
—
TRANE TECHNOLOGIES PLC
+$37.0K
160
+167%
增持
META
META PLATFORMS INC
-$36.5K
887
+5%
增持
VHT
VANGUARD WORLD FD
+$36.5K
1,258
+0%
增持
COHR
COHERENT CORP
+$36.3K
255
+155%
减持
CSX
CSX CORP
-$36.2K
15,875
-8%
增持
—
ROYAL CARIBBEAN GROUP
-$36.1K
816
+0%
增持
WMT
WALMART INC
+$35.5K
1,935
+11%
增持
D
DOMINION ENERGY INC
+$35.4K
1,757
+59%
增持
OKE
ONEOK INC NEW
+$34.8K
871
+118%
增持
SMCI
SUPER MICRO COMPUTER INC
-$34.4K
2,100
+5%
建仓
FCBC
FIRST CMNTY BANKSHARES INC V
+$33.7K
1,000
建仓
WELL
WELLTOWER INC
+$33.7K
181
建仓
SPMB
SPDR SERIES TRUST
+$32.2K
1,438
增持
URI
UNITED RENTALS INC
+$32.0K
634
+26%
增持
—
REDFIN CORP
+$31.3K
612,000
+5%
减持
IVV
ISHARES TR
+$30.9K
3,773
-1%
减持
—
ASML HOLDING N V
-$30.8K
420
-15%
