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 |
|---|---|---|---|---|---|---|---|---|
| UNH | UNITEDHEALTH GROUP INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| BND | VANGUARD BD INDEX FDS | $0 | 0.00% | 0 | -3,708 | -100.0% | -$27.47万 | 清仓 |
| IQV | IQVIA HLDGS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| CRM | SALESFORCE INC | $0 | 0.00% | 0 | -872 | -100.0% | -$23.10万 | 清仓 |
| UPRO | PROSHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| LOW | LOWES COS INC | $0 | 0.00% | 0 | -833 | -100.0% | -$20.09万 | 清仓 |
| PGX | INVESCO EXCH TRADED FD TR II | $11.53万 | 0.04% | 10,600 | 0 | 0.0% | — | 不变 |
| FANG | DIAMONDBACK ENERGY INC | $20.65万 | 0.07% | 1,044 | -500 | -32.4% | -$9.89万 | 重新持有 |
| ORCL | ORACLE CORP | $21.26万 | 0.07% | 1,445 | 0 | 0.0% | — | 不变 |
| NUDM | NUSHARES ETF TR | $21.36万 | 0.07% | 5,916 | 0 | 0.0% | — | 不变 |
| MNST | MONSTER BEVERAGE CORP NEW | $21.74万 | 0.07% | 3,000 | 0 | 0.0% | — | 不变 |
| TQQQ | PROSHARES TR | $22.23万 | 0.07% | 5,333 | 195 | 3.8% | $8,128 | 加仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $22.47万 | 0.07% | 1,716 | -15 | -0.9% | -$1,964 | 减仓 |
| — | AMPLIFY ETF TR | $22.90万 | 0.07% | 3,466 | -20 | -0.6% | -$1,322 | 减仓 |
| GE | GE AEROSPACE | $23.38万 | 0.08% | 824 | 44 | 5.6% | $1.25万 | 加仓 |
| DFUV | DIMENSIONAL ETF TRUST | $23.51万 | 0.08% | 4,852 | 0 | 0.0% | — | 不变 |
| NUSC | NUSHARES ETF TR | $23.66万 | 0.08% | 5,250 | -10 | -0.2% | -$451 | 减仓 |
| EZM | WISDOMTREE TR | $23.95万 | 0.08% | 3,563 | 0 | 0.0% | — | 不变 |
| SUSA | ISHARES TR | $24.31万 | 0.08% | 1,840 | 0 | 0.0% | — | 不变 |
| DE | DEERE & CO | $24.33万 | 0.08% | 432 | 1 | 0.2% | $563 | 加仓 |
| AVUV | AMERICAN CENTY ETF TR | $24.71万 | 0.08% | 2,237 | 2,237 | — | $24.71万 | 新建仓 |
| WM | WASTE MGMT INC DEL | $24.82万 | 0.08% | 1,080 | 0 | 0.0% | — | 不变 |
| PEY | INVESCO EXCHANGE TRADED FD T | $24.85万 | 0.08% | 11,600 | 0 | 0.0% | — | 不变 |
| SDY | SPDR SERIES TRUST | $25.01万 | 0.08% | 1,714 | 0 | 0.0% | — | 不变 |
| TJX | TJX COS INC NEW | $25.92万 | 0.08% | 1,623 | -54 | -3.2% | -$8,624 | 减仓 |
| AMLP | ALPS ETF TR | $26.37万 | 0.09% | 5,010 | 20 | 0.4% | $1,053 | 加仓 |
| EMNT | PIMCO ETF TR | $26.86万 | 0.09% | 2,715 | -101 | -3.6% | -$9,991 | 减仓 |
| IGM | ISHARES TR | $27.01万 | 0.09% | 2,279 | 0 | 0.0% | — | 不变 |
| SMH | VANECK ETF TRUST | $28.22万 | 0.09% | 736 | 736 | — | $28.22万 | 新建仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $28.67万 | 0.09% | 1,183 | 0 | 0.0% | — | 不变 |
| HD | HOME DEPOT INC | $28.78万 | 0.09% | 875 | 11 | 1.3% | $3,618 | 加仓 |
| TT | TRANE TECHNOLOGIES PLC | $29.05万 | 0.09% | 697 | -213 | -23.4% | -$8.88万 | 减仓 |
| RTX | RTX CORPORATION | $29.46万 | 0.10% | 1,527 | 0 | 0.0% | — | 不变 |
| SBAC | SBA COMMUNICATIONS CORP | $30.12万 | 0.10% | 1,750 | 0 | 0.0% | — | 不变 |
| BA | BOEING CO | $30.14万 | 0.10% | 1,514 | 44 | 3.0% | $8,760 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $30.46万 | 0.10% | 3,434 | 100 | 3.0% | $8,871 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $31.31万 | 0.10% | 6,237 | 650 | 11.6% | $3.26万 | 重新持有 |
| LDUR | PIMCO ETF TR | $33.32万 | 0.11% | 3,478 | 1,209 | 53.3% | $11.58万 | 加仓 |
| HDV | ISHARES TR | $34.30万 | 0.11% | 2,527 | 0 | 0.0% | — | 不变 |
| ESGD | ISHARES TR | $35.89万 | 0.12% | 3,753 | -8 | -0.2% | -$765 | 减仓 |
| PG | PROCTER & GAMBLE CO | $36.82万 | 0.12% | 2,549 | 11 | 0.4% | $1,589 | 加仓 |
| CAT | CATERPILLAR INC | $37.47万 | 0.12% | 529 | 1 | 0.2% | $708 | 加仓 |
| SPYX | SPDR SERIES TRUST | $38.01万 | 0.12% | 7,168 | 0 | 0.0% | — | 不变 |
| VHT | VANGUARD WORLD FD | $38.59万 | 0.13% | 1,417 | 35 | 2.5% | $9,532 | 加仓 |
| IVW | ISHARES TR | $39.88万 | 0.13% | 3,526 | -991 | -21.9% | -$11.21万 | 减仓 |
| EFA | ISHARES TR | $40.39万 | 0.13% | 4,158 | 103 | 2.5% | $1.00万 | 加仓 |
| TSLA | TESLA INC | $41.60万 | 0.13% | 1,119 | 96 | 9.4% | $3.57万 | 加仓 |
| VBK | VANGUARD INDEX FDS | $43.80万 | 0.14% | 1,449 | 0 | 0.0% | — | 不变 |
| ABBV | ABBVIE INC | $44.33万 | 0.14% | 2,038 | 62 | 3.1% | $1.35万 | 加仓 |
| KO | COCA COLA CO | $44.35万 | 0.14% | 5,832 | -169 | -2.8% | -$1.29万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $45.26万 | 0.15% | 2,225 | -174 | -7.3% | -$3.54万 | 减仓 |
| SGOL | ETFS GOLD TR | $46.04万 | 0.15% | 10,318 | 0 | 0.0% | — | 不变 |
| — | J P MORGAN EXCHANGE TRADED F | $46.39万 | 0.15% | 9,309 | -625 | -6.3% | -$3.11万 | 减仓 |
| DFUS | DIMENSIONAL ETF TRUST | $47.02万 | 0.15% | 6,631 | 0 | 0.0% | — | 不变 |
| GLD | SPDR GOLD TR | $47.76万 | 0.15% | 1,110 | 1,110 | — | $47.76万 | 新建仓 |
| CSCO | CISCO SYS INC | $48.26万 | 0.16% | 6,220 | 92 | 1.5% | $7,138 | 加仓 |
| META | META PLATFORMS INC | $48.97万 | 0.16% | 856 | -23 | -2.6% | -$1.32万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $49.15万 | 0.16% | 2,505 | -95 | -3.7% | -$1.86万 | 减仓 |
| VPLS | VANGUARD MALVERN FDS | $49.28万 | 0.16% | 6,352 | 1,128 | 21.6% | $8.75万 | 加仓 |
| AMAT | APPLIED MATLS INC | $49.73万 | 0.16% | 1,455 | 48 | 3.4% | $1.64万 | 加仓 |
| IWP | ISHARES TR | $50.25万 | 0.16% | 3,922 | -158 | -3.9% | -$2.02万 | 减仓 |
| NFLX | NETFLIX INC. | $54.52万 | 0.18% | 5,670 | -700 | -11.0% | -$6.73万 | 减仓 |
| — | PGIM ETF TR | $57.26万 | 0.19% | 10,344 | 4,452 | 75.6% | $24.64万 | 加仓 |
| GOOG | ALPHABET INC | $59.08万 | 0.19% | 2,059 | 0 | 0.0% | — | 不变 |
| SPHD | INVESCO EXCH TRADED FD TR II | $61.27万 | 0.20% | 12,350 | 700 | 6.0% | $3.47万 | 加仓 |
| GEV | GE VERNOVA INC | $61.89万 | 0.20% | 709 | -24 | -3.3% | -$2.09万 | 减仓 |
| CVX | CHEVRON CORPORATION | $64.59万 | 0.21% | 3,122 | 1,725 | 123.5% | $35.69万 | 加仓 |
| — | SOUND FINL BANCORP INC | $65.11万 | 0.21% | 14,897 | 0 | 0.0% | — | 不变 |
| IWD | ISHARES TR | $65.77万 | 0.21% | 3,078 | -213 | -6.5% | -$4.55万 | 减仓 |
| VYMI | VANGUARD WHITEHALL FDS | $66.04万 | 0.21% | 7,008 | 100 | 1.4% | $9,424 | 加仓 |
| WMT | WALMART INC | $69.30万 | 0.22% | 5,576 | -9 | -0.2% | -$1,119 | 减仓 |
| IJR | ISHARES TR | $69.54万 | 0.23% | 5,594 | 1,000 | 21.8% | $12.43万 | 加仓 |
| WFC | WELLS FARGO & CO | $69.70万 | 0.23% | 8,755 | -223 | -2.5% | -$1.78万 | 减仓 |
| IWF | ISHARES TR | $70.31万 | 0.23% | 1,649 | -17 | -1.0% | -$7,249 | 减仓 |
| MCD | MCDONALDS CORP | $71.23万 | 0.23% | 2,292 | 101 | 4.6% | $3.14万 | 加仓 |
| LLY | ELI LILLY & CO | $72.02万 | 0.23% | 783 | 94 | 13.6% | $8.65万 | 加仓 |
| V | VISA INC | $72.24万 | 0.23% | 2,390 | 0 | 0.0% | — | 不变 |
| JPM | JPMORGAN CHASE & CO | $73.16万 | 0.24% | 2,487 | -12 | -0.5% | -$3,530 | 减仓 |
| — | IMPAX FUNDS SERIES TRUST I | $76.38万 | 0.25% | 29,782 | 29,782 | — | $76.38万 | 新建仓 |
| SPYD | SPDR SERIES TRUST | $77.34万 | 0.25% | 16,990 | -100 | -0.6% | -$4,552 | 减仓 |
| PYLD | PIMCO ETF TR | $80.19万 | 0.26% | 30,607 | 957 | 3.2% | $2.51万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $81.84万 | 0.27% | 3,348 | 84 | 2.6% | $2.05万 | 加仓 |
| VGT | VANGUARD WORLD FD | $84.63万 | 0.27% | 1,213 | 2 | 0.2% | $1,395 | 加仓 |
| GOOGL | ALPHABET INC | $93.23万 | 0.30% | 3,242 | -523 | -13.9% | -$15.04万 | 重新持有 |
| VOO | VANGUARD INDEX FDS | $96.33万 | 0.31% | 1,612 | 161 | 11.1% | $9.62万 | 加仓 |
| SBUX | STARBUCKS CORP | $97.00万 | 0.31% | 10,827 | -517 | -4.6% | -$4.63万 | 减仓 |
| IJH | ISHARES TR | $98.41万 | 0.32% | 14,573 | -550 | -3.6% | -$3.71万 | 减仓 |
| PSK | SPDR SERIES TRUST | $98.98万 | 0.32% | 32,095 | 4,476 | 16.2% | $13.80万 | 加仓 |
| SPYV | SPDR SERIES TRUST | $100.81万 | 0.33% | 17,818 | 1,150 | 6.9% | $6.51万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $113.66万 | 0.37% | 15,979 | -43 | -0.3% | -$3,059 | 减仓 |
| XLI | SELECT SECTOR SPDR TR | $115.60万 | 0.37% | 7,148 | 175 | 2.5% | $2.83万 | 加仓 |
| AVGO | BROADCOM INC | $119.16万 | 0.39% | 3,850 | 179 | 4.9% | $5.54万 | 加仓 |
| — | EXXON MOBIL CORP | $121.40万 | 0.39% | 7,155 | -130 | -1.8% | -$2.21万 | 减仓 |
| IVV | ISHARES TR | $122.48万 | 0.40% | 1,875 | -418 | -18.2% | -$27.30万 | 减仓 |
| CSPF | COHEN & STEERS ETF TRUST | $122.99万 | 0.40% | 47,977 | 5,697 | 13.5% | $14.60万 | 加仓 |
| LGLV | SPDR SERIES TRUST | $123.80万 | 0.40% | 6,951 | -89 | -1.3% | -$1.59万 | 减仓 |
| PFF | ISHARES TR | $135.73万 | 0.44% | 44,766 | 4,400 | 10.9% | $13.34万 | 加仓 |
| QUAL | ISHARES TR | $138.81万 | 0.45% | 7,237 | -66 | -0.9% | -$1.27万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $171.18万 | 0.55% | 31,671 | -230 | -0.7% | -$1.24万 | 减仓 |
| DSI | ISHARES TR | $171.50万 | 0.56% | 14,151 | -770 | -5.2% | -$9.33万 | 减仓 |