Financial Insights, Inc.
TACOMA WA · SEC CIK 0001642058
$3.09亿2026Q1 申报市值
130持仓数
56.4%前十大占比 · 第一大 13.3%
4 / 3新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
SPYM 加仓+$392.79万
DBEF 加仓+$147.72万
QQQ 加仓+$142.22万
SPSM 加仓+$101.75万
SCHD 加仓+$96.26万
2026Q1 卖出最多 按季末市值估算
VUG 减仓-$107.84万
MSFT 减仓-$91.99万
BRK/B 重新持有-$65.27万
BND 清仓-$27.47万
IVV 减仓-$27.30万
2026Q1 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| VEU | VANGUARD INTL EQUITY INDEX F | $182.03万 | 0.59% | 24,238 | 0 | 0.0% | — | 不变 |
| NULG | NUSHARES ETF TR | $183.72万 | 0.60% | 20,202 | 58 | 0.3% | $5,275 | 加仓 |
| IDVO | AMPLIFY ETF TR | $205.02万 | 0.66% | 50,659 | 10,834 | 27.2% | $43.85万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $208.35万 | 0.68% | 14,068 | 200 | 1.4% | $2.96万 | 加仓 |
| — | COLUMBIA ETF TR I | $219.03万 | 0.71% | 56,101 | -92 | -0.2% | -$3,592 | 减仓 |
| PWRD | TCW ETF TRUST | $223.38万 | 0.72% | 22,848 | 885 | 4.0% | $8.65万 | 加仓 |
| DGRO | ISHARES TR | $231.66万 | 0.75% | 33,010 | -453 | -1.4% | -$3.18万 | 减仓 |
| MUB | ISHARES TR | $233.43万 | 0.76% | 21,991 | -1,929 | -8.1% | -$20.48万 | 减仓 |
| CVIE | MORGAN STANLEY ETF TRUST | $234.23万 | 0.76% | 32,223 | 217 | 0.7% | $1.58万 | 加仓 |
| VO | VANGUARD INDEX FDS | $245.30万 | 0.79% | 8,542 | -535 | -5.9% | -$15.36万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $259.37万 | 0.84% | 2,603 | 46 | 1.8% | $4.58万 | 加仓 |
| DON | WISDOMTREE TR | $260.34万 | 0.84% | 49,551 | -828 | -1.6% | -$4.35万 | 减仓 |
| — | PIMCO EQUITY SER | $262.63万 | 0.85% | 63,112 | 20 | 0.0% | $832 | 加仓 |
| VTI | VANGUARD INDEX FDS | $284.56万 | 0.92% | 8,870 | 618 | 7.5% | $19.83万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $287.10万 | 0.93% | 16,462 | -1,324 | -7.4% | -$23.09万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $303.87万 | 0.98% | 78,195 | -4,717 | -5.7% | -$18.33万 | 减仓 |
| AMZN | AMAZON COM INC | $325.53万 | 1.05% | 15,630 | 2,168 | 16.1% | $45.15万 | 加仓 |
| — | PARNASSUS INCOME FDS | $330.54万 | 1.07% | 132,218 | 17,119 | 14.9% | $42.80万 | 加仓 |
| DIVO | AMPLIFY ETF TR | $336.02万 | 1.09% | 74,920 | 4,100 | 5.8% | $18.39万 | 加仓 |
| VV | VANGUARD INDEX FDS | $367.11万 | 1.19% | 12,284 | -81 | -0.7% | -$2.42万 | 减仓 |
| VOTE | TCW ETF TRUST | $386.15万 | 1.25% | 50,610 | -2,595 | -4.9% | -$19.80万 | 减仓 |
| SPDW | SPDR INDEX SHS FDS | $428.25万 | 1.39% | 93,812 | -60 | -0.1% | -$2,739 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $436.91万 | 1.42% | 32,875 | 215 | 0.7% | $2.86万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $480.82万 | 1.56% | 22,357 | 53 | 0.2% | $1.14万 | 加仓 |
| VB | VANGUARD INDEX FDS | $552.91万 | 1.79% | 21,110 | -786 | -3.6% | -$20.59万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $594.39万 | 1.93% | 92,757 | -1,417 | -1.5% | -$9.08万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $742.33万 | 2.41% | 15,491 | -1,362 | -8.1% | -$65.27万 | 重新持有 |
| SPEM | SPDR INDEX SHS FDS | $757.45万 | 2.45% | 161,469 | 9,500 | 6.3% | $44.56万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $1,207.97万 | 3.91% | 27,656 | -2,469 | -8.2% | -$107.84万 | 减仓 |
| SPSM | SPDR SERIES TRUST | $1,213.73万 | 3.93% | 251,186 | 21,058 | 9.2% | $101.75万 | 加仓 |
| AAPL | APPLE INC | $1,251.52万 | 4.06% | 49,313 | 769 | 1.6% | $19.52万 | 加仓 |
| QQQ | INVESCO QQQ TR | $1,609.72万 | 5.22% | 27,889 | 2,464 | 9.7% | $142.22万 | 加仓 |
| MSFT | MICROSOFT CORP | $1,688.95万 | 5.47% | 45,626 | -2,485 | -5.2% | -$91.99万 | 减仓 |
| DBEF | DBX ETF TR | $1,959.70万 | 6.35% | 396,701 | 29,902 | 8.2% | $147.72万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $2,887.14万 | 9.36% | 941,050 | 31,377 | 3.4% | $96.26万 | 加仓 |
| SPYM | SPDR SERIES TRUST | $4,098.19万 | 13.28% | 535,431 | 51,318 | 10.6% | $392.79万 | 加仓 |