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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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 150 项
建仓 8
增持 63
减持 68
清仓 11
方向
标的
Δ市值
现股数(环比)
建仓
SHV
ISHARES TR
+$36.3M
328,716
建仓
SHY
ISHARES TR
+$26.7M
323,277
增持
MFUS
PIMCO EQUITY SER
+$11.1M
263,494
+246%
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
SCHD
SCHWAB STRATEGIC TR
-$9.1M
413,529
-48%
增持
PULS
PGIM ETF TR
+$8.2M
395,811
+72%
增持
VTIP
VANGUARD MALVERN FDS
+$7.7M
705,949
+27%
减持
SCHX
SCHWAB STRATEGIC TR
-$6.9M
5,192,173
-0%
增持
MKC
MCCORMICK & CO INC
-$3.2M
183,487
+0%
增持
MFDX
PIMCO EQUITY SER
+$3.0M
1,686,385
+1%
增持
SCHF
SCHWAB STRATEGIC TR
+$2.1M
1,854,408
+2%
增持
DIHP
DIMENSIONAL ETF TRUST
+$2.0M
1,236,578
+3%
增持
SPGM
SPDR INDEX SHS FDS
+$1.6M
67,103
+50%
减持
AAPL
APPLE INC
-$1.6M
77,287
-1%
增持
FNDE
SCHWAB STRATEGIC TR
+$1.4M
453,683
+3%
增持
FNDF
SCHWAB STRATEGIC TR
+$1.2M
241,299
+3%
增持
FNDB
SCHWAB STRATEGIC TR
+$1.2M
1,039,540
+2%
增持
TCAF
T ROWE PRICE ETF INC
-$1.1M
443,936
+0%
减持
MSFT
MICROSOFT CORP
-$1.0M
8,080
-3%
清仓
—
PENNYMAC CORP
-$954.6K
0
-100%
减持
MLCI
MOUNT LOGAN CAP INC
-$923.9K
174,957
-7%
建仓
—
SAREPTA THERAPEUTICS INC
+$920.3K
999,000
减持
FLQM
FRANKLIN TEMPLETON ETF TR
-$734.4K
376,016
-1%
增持
DUHP
DIMENSIONAL ETF TRUST
-$667.5K
2,038,669
+3%
清仓
—
SUMMIT HOTEL PPTYS
-$595.0K
0
-100%
增持
SCHA
SCHWAB STRATEGIC TR
+$549.7K
28,364
+194%
减持
DFAS
DIMENSIONAL ETF TRUST
+$484.1K
422,592
-0%
减持
—
BANDWIDTH INC
-$427.7K
612,000
-45%
减持
LMT
LOCKHEED MARTIN CORP
+$381.9K
3,362
-1%
减持
AMZN
AMAZON COM INC
-$355.9K
11,340
-4%
减持
SCHG
SCHWAB STRATEGIC TR
-$354.8K
53,093
-9%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$340.6K
73
-89%
减持
NVDA
NVIDIA CORPORATION
-$340.6K
27,348
-0%
增持
CAT
CATERPILLAR INC
+$330.7K
2,257
+2%
减持
INTU
INTUIT
-$325.5K
47
-91%
减持
V
VISA INC
-$322.2K
2,277
-21%
减持
DHR
DANAHER CORP DEL
-$321.2K
2,290
-31%
减持
MA
MASTERCARD INCORPORATED
-$315.2K
2,294
-10%
减持
DOCU
DOCUSIGN INC
-$309.2K
13,782
-2%
减持
NOW
SERVICENOW INC
-$298.0K
1,809
-43%
减持
SPGI
S&P GLOBAL INC
-$282.4K
222
-69%
清仓
WST
WEST PHARMACEUTICAL SVSC INC
-$279.0K
0
-100%
减持
VEEV
VEEVA SYS INC
-$251.9K
814
-54%
减持
UBER
UBER TECHNOLOGIES INC
-$248.3K
5,417
-31%
增持
CEG
CONSTELLATION ENERGY CORP
-$246.9K
3,552
+1%
减持
HEI/A
HEICO CORP NEW
-$240.5K
1,965
-24%
减持
SCHB
SCHWAB STRATEGIC TR
-$220.4K
106,928
-3%
增持
CVX
CHEVRON CORPORATION
+$211.8K
3,762
+1%
减持
CDNS
CADENCE DESIGN SYSTEM INC
-$207.9K
749
-44%
减持
TXN
TEXAS INSTRS INC
-$198.0K
326
-78%
减持
PCOR
PROCORE TECHNOLOGIES INC
-$191.1K
1,518
-60%
增持
LLY
ELI LILLY & CO
-$181.5K
1,245
+1%
增持
COST
COSTCO WHOLESALE CORPORATION
+$179.1K
1,250
+1%
减持
TYL
TYLER TECHNOLOGIES INC
-$179.0K
225
-60%
建仓
—
ASTRAZENECA PLC
+$172.2K
873
减持
TJX
TJX COS INC NEW
-$170.7K
4,987
-21%
减持
CPRT
COPART INC
-$169.7K
2,614
-60%
清仓
—
MARRIOTT VACATIONS WORLDWIDE
-$168.2K
0
-100%
减持
KNSL
KINSALE CAP GROUP INC
-$167.9K
271
-59%
增持
JNJ
JOHNSON & JOHNSON
+$167.2K
3,524
+5%
减持
CBRE
CBRE GROUP INC
-$162.5K
2,201
-23%
减持
CSGP
COSTAR GROUP INC
-$156.0K
1,734
-48%
减持
ISRG
INTUITIVE SURGICAL INC
-$155.4K
835
-12%
减持
VMC
VULCAN MATLS CO
-$155.3K
1,137
-30%
减持
TDG
TRANSDIGM GROUP INC
-$155.3K
294
-21%
减持
SNPS
SYNOPSYS INC
-$154.7K
182
-62%
减持
AGG
ISHARES TR
-$154.1K
3,683
-29%
减持
SHW
SHERWIN WILLIAMS CO
-$151.5K
513
-47%
减持
MANH
MANHATTAN ASSOCIATES INC
-$150.5K
498
-60%
清仓
—
ASTRAZENECA PLC
-$149.0K
0
-100%
增持
TSM
TAIWAN SEMICONDUCTOR MANUFAC
+$148.1K
1,126
+47%
增持
GOOGL
ALPHABET INC
-$142.4K
6,155
+1%
减持
WCN
WASTE CONNECTIONS INC
-$139.0K
1,436
-32%
减持
—
EXXON MOBIL CORP
+$138.4K
7,743
-21%
清仓
VIOO
VANGUARD ADMIRAL FDS INC
-$137.8K
0
-100%
减持
MCO
MOODYS CORP
-$137.7K
579
-24%
增持
AVGO
BROADCOM INC
+$137.4K
1,240
+74%
减持
SPYM
SPDR SERIES TRUST
-$136.5K
3,205
-33%
增持
TSLA
TESLA INC
-$136.2K
2,779
+7%
增持
MUB
ISHARES TR
+$133.1K
1,275
+5971%
清仓
VIOV
VANGUARD ADMIRAL FDS INC
-$131.4K
0
-100%
增持
FAST
FASTENAL CO
+$129.3K
20,547
+0%
增持
BE
BLOOM ENERGY CORP
+$128.8K
2,608
+1%
增持
GMF
SPDR INDEX SHS FDS
-$127.0K
67,381
+1%
减持
ADX
ADAMS DIVERSIFIED EQUITY FD
-$121.2K
7,662
-38%
减持
SPYG
SPDR SERIES TRUST
-$118.6K
2,215
-30%
减持
IJR
ISHARES TR
-$114.8K
2,391
-30%
减持
TECH
BIO-TECHNE CORP
-$113.4K
1,174
-60%
增持
LRCX
LAM RESEARCH CORP
+$112.4K
2,254
+4%
减持
DDOG
DATADOG INC
-$108.5K
202
-79%
增持
IBM
INTERNATIONAL BUSINESS MACHS
-$104.5K
2,131
+2%
减持
ECL
ECOLAB INC
-$104.5K
680
-37%
清仓
XFFCX
FLAHERTY & CRUMRINE PFD SECS
-$101.5K
0
-100%
增持
MU
MICRON TECHNOLOGY INC
+$101.3K
1,011
+20%
建仓
ESGU
ISHARES TR
+$99.6K
704
减持
MPWR
MONOLITHIC PWR SYS INC
-$95.9K
350
-34%
增持
JPM
JPMORGAN CHASE & CO
-$93.3K
4,095
+2%
减持
DFAT
DIMENSIONAL ETF TRUST
+$89.6K
41,354
-1%
增持
VOO
VANGUARD INDEX FDS
+$89.5K
6,418
+7%
减持
GWRE
GUIDEWIRE SOFTWARE INC
-$84.4K
1,425
-4%
增持
GLD
SPDR GOLD TR
+$82.4K
735
+25%
增持
TRGP
TARGA RES CORP
+$79.9K
1,061
+5%
增持
GEV
GE VERNOVA INC
+$79.6K
288
+10%
增持
CSX
CSX CORP
+$79.5K
15,956
+1%
减持
SLYG
SPDR SERIES TRUST
-$77.3K
1,354
-39%
清仓
VIOG
VANGUARD ADMIRAL FDS INC
-$77.1K
0
-100%
减持
BAH
BOOZ ALLEN HAMILTON HLDG COR
-$74.9K
552
-61%
增持
EXC
EXELON CORP
+$74.7K
11,557
+2%
增持
INTC
INTEL CORP
+$74.4K
5,188
+24%
建仓
PRM
PERIMETER SOLUTIONS INC
+$73.7K
3,019
增持
APH
AMPHENOL CORP
+$73.7K
615
+1950%
增持
MO
ALTRIA GROUP INC
+$72.8K
1,380
+335%
清仓
IWO
ISHARES TR
-$72.7K
0
-100%
增持
VCSH
VANGUARD SCOTTSDALE FDS
+$70.9K
2,621
+53%
减持
SLF
SUN LIFE FINANCIAL INC.
-$70.1K
76
-94%
建仓
EFV
ISHARES TR
+$67.3K
905
清仓
—
HAEMONETICS CORP MASS
-$66.9K
0
-100%
减持
IWF
ISHARES TR
-$64.7K
1,036
-3%
增持
SCHW
SCHWAB CHARLES CORP
-$63.8K
11,221
+0%
减持
MMM
3M CO
-$62.8K
857
-27%
减持
HD
HOME DEPOT INC
-$62.2K
2,035
-4%
增持
SCCO
SOUTHERN COPPER CORP
+$61.8K
2,030
+1%
增持
HON
HONEYWELL INTL INC
+$61.5K
1,613
+4%
增持
GOOG
ALPHABET INC
-$61.0K
7,774
+6%
减持
AXP
AMERICAN EXPRESS CO
-$60.8K
890
-0%
减持
MSI
MOTOROLA SOLUTIONS INC
-$59.7K
419
-33%
增持
VPL
VANGUARD INTL EQUITY INDEX F
+$58.9K
2,181
+28%
增持
UNH
UNITEDHEALTH GROUP INC
-$58.8K
1,094
+2%
增持
KGC
KINROSS GOLD CORP
+$58.4K
2,401
+353%
增持
VZ
VERIZON COMMUNICATIONS INC
+$58.3K
6,117
+0%
增持
SLV
ISHARES SILVER TR
+$57.8K
2,227
+53%
增持
—
LINDE PLC
+$57.6K
793
+1%
增持
MCD
MCDONALDS CORP
+$56.3K
2,492
+6%
减持
MSCI
MSCI INC
-$54.9K
209
-28%
增持
NVS
NOVARTIS AG
+$52.4K
482
+213%
增持
LHX
L3HARRIS TECHNOLOGIES INC
+$52.1K
999
+0%
减持
MPC
MARATHON PETE CORP
-$51.7K
176
-70%
增持
BX
BLACKSTONE INC
-$51.4K
1,349
+1%
增持
URI
UNITED RENTALS INC
-$49.7K
636
+0%
减持
—
ASML HLDG NV
-$49.1K
303
-28%
增持
XLE
SELECT SECTOR SPDR TR
+$48.7K
2,867
+1%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$48.5K
1,646
-40%
减持
SNOW
SNOWFLAKE INC
-$47.7K
222
-40%
增持
AMAT
APPLIED MATLS INC
+$47.3K
318
+33%
增持
LOW
LOWES COS INC
+$47.3K
296
+215%
增持
ABT
ABBOTT LABORATORIES
-$47.0K
2,375
+2%
增持
SYK
STRYKER CORPORATION
+$46.6K
189
+330%
减持
CRM
SALESFORCE INC
-$46.2K
158
-45%
建仓
EMXC
ISHARES INC
+$45.9K
583
增持
APP
APPLOVIN CORP
-$45.3K
179
+3%
减持
XLY
SELECT SECTOR SPDR TR
-$45.3K
4,038
-1%
