Financial Insights, Inc.
TACOMA WA · SEC CIK 0001642058
$3.80亿2026Q2 申报市值
146持仓数
55.9%前十大占比 · 第一大 12.6%
17 / 5新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
AVLC 新建仓+$1,856.37万
SPSM 加仓+$157.50万
QQQ 加仓+$139.99万
SCHD 加仓+$77.21万
STX 新建仓+$70.64万
2026Q2 卖出最多 按季末市值估算
BRK/B 减仓-$166.83万
PARNASSUS INCOME 减仓-$143.54万
VUG 减仓-$140.35万
EXXON MOBIL CORP 清仓-$121.40万
MUB 减仓-$40.36万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| AMAT | APPLIED MATLS INC | $111.05万 | 0.29% | 1,536 | 81 | 5.6% | $5.86万 | 加仓 |
| CSPF | COHEN & STEERS ETF TRUST | $122.32万 | 0.32% | 46,903 | -1,074 | -2.2% | -$2.80万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $122.34万 | 0.32% | 2,106 | -119 | -5.3% | -$6.91万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $124.91万 | 0.33% | 15,169 | -810 | -5.1% | -$6.67万 | 减仓 |
| LGLV | SPDR SERIES TRUST | $125.30万 | 0.33% | 6,905 | -46 | -0.7% | -$8,347 | 减仓 |
| XLI | SELECT SECTOR SPDR TR | $132.40万 | 0.35% | 7,148 | 0 | 0.0% | — | 不变 |
| AVGO | BROADCOM INC | $135.46万 | 0.36% | 3,586 | -264 | -6.9% | -$9.97万 | 减仓 |
| GOOGL | ALPHABET INC | $142.70万 | 0.38% | 3,993 | 751 | 23.2% | $26.84万 | 加仓 |
| PFF | ISHARES TR | $143.66万 | 0.38% | 47,116 | 2,350 | 5.2% | $7.17万 | 加仓 |
| IVV | ISHARES TR | $146.48万 | 0.39% | 1,956 | 81 | 4.3% | $6.07万 | 加仓 |
| QUAL | ISHARES TR | $149.03万 | 0.39% | 6,792 | -445 | -6.1% | -$9.76万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $188.45万 | 0.50% | 31,571 | -100 | -0.3% | -$5,969 | 减仓 |
| DSI | ISHARES TR | $195.42万 | 0.51% | 13,724 | -427 | -3.0% | -$6.08万 | 减仓 |
| MUB | ISHARES TR | $196.31万 | 0.52% | 18,241 | -3,750 | -17.1% | -$40.36万 | 减仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $202.99万 | 0.53% | 24,238 | 0 | 0.0% | — | 不变 |
| — | COLUMBIA ETF TR I | $220.00万 | 0.58% | 57,093 | 992 | 1.8% | $3.82万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $222.32万 | 0.59% | 14,068 | 0 | 0.0% | — | 不变 |
| IDVO | AMPLIFY ETF TR | $227.78万 | 0.60% | 54,234 | 3,575 | 7.1% | $15.02万 | 加仓 |
| NULG | NUSHARES ETF TR | $228.27万 | 0.60% | 19,500 | -702 | -3.5% | -$8.22万 | 减仓 |
| — | PARNASSUS INCOME FDS | $237.17万 | 0.62% | 82,368 | -49,850 | -37.7% | -$143.54万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $246.22万 | 0.65% | 2,632 | 29 | 1.1% | $2.71万 | 加仓 |
| DGRO | ISHARES TR | $247.35万 | 0.65% | 32,636 | -374 | -1.1% | -$2.83万 | 减仓 |
| VO | VANGUARD INDEX FDS | $251.22万 | 0.66% | 31,180 | -2,988 | -8.7% | -$24.07万 | 减仓 |
| CVIE | MORGAN STANLEY ETF TRUST | $271.96万 | 0.72% | 31,990 | -233 | -0.7% | -$1.98万 | 减仓 |
| DON | WISDOMTREE TR | $273.02万 | 0.72% | 48,305 | -1,246 | -2.5% | -$7.04万 | 减仓 |
| PWRD | TCW ETF TRUST | $273.09万 | 0.72% | 22,209 | -639 | -2.8% | -$7.86万 | 减仓 |
| — | PIMCO EQUITY SER | $294.51万 | 0.78% | 61,530 | -1,582 | -2.5% | -$7.57万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $323.41万 | 0.85% | 72,907 | -5,288 | -6.8% | -$23.46万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $333.76万 | 0.88% | 16,681 | 219 | 1.3% | $4.38万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $334.33万 | 0.88% | 9,035 | 165 | 1.9% | $6.11万 | 加仓 |
| DIVO | AMPLIFY ETF TR | $345.24万 | 0.91% | 75,545 | 625 | 0.8% | $2.86万 | 加仓 |
| AMZN | AMAZON COM INC | $394.12万 | 1.04% | 16,536 | 906 | 5.8% | $21.59万 | 加仓 |
| VOTE | TCW ETF TRUST | $412.68万 | 1.09% | 46,806 | -3,804 | -7.5% | -$33.54万 | 减仓 |
| VV | VANGUARD INDEX FDS | $428.55万 | 1.13% | 12,461 | 177 | 1.4% | $6.09万 | 加仓 |
| SPDW | SPDR INDEX SHS FDS | $471.84万 | 1.24% | 93,637 | -175 | -0.2% | -$8,818 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $509.79万 | 1.34% | 21,545 | -812 | -3.6% | -$19.21万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $608.32万 | 1.60% | 12,157 | -3,334 | -21.5% | -$166.83万 | 减仓 |
| VB | VANGUARD INDEX FDS | $611.58万 | 1.61% | 20,176 | -934 | -4.4% | -$28.31万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $614.90万 | 1.62% | 32,275 | -600 | -1.8% | -$11.43万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $661.29万 | 1.74% | 92,812 | 55 | 0.1% | $3,919 | 加仓 |
| SPEM | SPDR INDEX SHS FDS | $836.21万 | 2.20% | 161,493 | 24 | 0.0% | $1,243 | 加仓 |
| CASH | PATHWARD FINANCIAL INC | $1,098.41万 | 2.89% | 0 | 0 | — | — | 清仓 |
| VUG | VANGUARD INDEX FDS | $1,289.02万 | 3.39% | 149,643 | -16,293 | -9.8% | -$140.35万 | 减仓 |
| AAPL | APPLE INC | $1,426.44万 | 3.75% | 49,296 | -17 | -0.0% | -$4,919 | 减仓 |
| SPSM | SPDR SERIES TRUST | $1,606.09万 | 4.23% | 278,497 | 27,311 | 10.9% | $157.50万 | 加仓 |
| MSFT | MICROSOFT CORP | $1,719.93万 | 4.53% | 46,108 | 482 | 1.1% | $17.98万 | 加仓 |
| AVLC | AMERICAN CENTY ETF TR | $1,856.37万 | 4.89% | 206,355 | 206,355 | — | $1,856.37万 | 新建仓 |
| QQQ | INVESCO QQQ TR | $2,193.77万 | 5.77% | 29,790 | 1,901 | 6.8% | $139.99万 | 加仓 |
| DBEF | DBX ETF TR | $2,200.43万 | 5.79% | 402,788 | 6,087 | 1.5% | $33.25万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $3,061.28万 | 8.06% | 965,398 | 24,348 | 2.6% | $77.21万 | 加仓 |
| SPYM | SPDR SERIES TRUST | $4,768.49万 | 12.55% | 542,614 | 7,183 | 1.3% | $63.12万 | 加仓 |