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 |
|---|---|---|---|---|---|---|---|---|
| — | EXXON MOBIL CORP | $0 | 0.00% | 0 | -7,155 | -100.0% | -$121.40万 | 清仓 |
| HD | HOME DEPOT INC | $0 | 0.00% | 0 | -875 | -100.0% | -$28.78万 | 清仓 |
| AVUV | AMERICAN CENTY ETF TR | $0 | 0.00% | 0 | -2,237 | -100.0% | -$24.71万 | 清仓 |
| FANG | DIAMONDBACK ENERGY INC | $0 | 0.00% | 0 | -1,044 | -100.0% | -$20.65万 | 清仓 |
| PGX | INVESCO EXCH TRADED FD TR II | $11.49万 | 0.03% | 10,600 | 0 | 0.0% | — | 不变 |
| ADI | ANALOG DEVICES INC | $20.37万 | 0.05% | 513 | 513 | — | $20.37万 | 新建仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $20.69万 | 0.05% | 277 | 277 | — | $20.69万 | 新建仓 |
| ORCL | ORACLE CORP | $21.25万 | 0.06% | 1,450 | 5 | 0.3% | $733 | 加仓 |
| NUDM | NUSHARES ETF TR | $21.56万 | 0.06% | 5,387 | -529 | -8.9% | -$2.12万 | 减仓 |
| HYMB | SPDR SERIES TRUST | $21.57万 | 0.06% | 8,479 | 8,479 | — | $21.57万 | 新建仓 |
| MRK | MERCK & CO INC | $22.66万 | 0.06% | 1,764 | 1,764 | — | $22.66万 | 新建仓 |
| IYT | ISHARES TR | $22.67万 | 0.06% | 2,613 | 2,613 | — | $22.67万 | 新建仓 |
| CVX | CHEVRON CORPORATION | $22.74万 | 0.06% | 1,372 | -1,750 | -56.1% | -$29.01万 | 减仓 |
| NXPI | NXP SEMICONDUCTORS N V | $23.13万 | 0.06% | 823 | 823 | — | $23.13万 | 新建仓 |
| CB | CHUBB LIMITED | $23.27万 | 0.06% | 683 | 683 | — | $23.27万 | 新建仓 |
| IAU | ISHARES GOLD TR | $23.58万 | 0.06% | 3,123 | 3,123 | — | $23.58万 | 新建仓 |
| HPE | HEWLETT PACKARD ENTERPRISE C | $23.70万 | 0.06% | 5,254 | 5,254 | — | $23.70万 | 新建仓 |
| WM | WASTE MGMT INC DEL | $24.07万 | 0.06% | 1,080 | 0 | 0.0% | — | 不变 |
| IQV | IQVIA HLDGS INC | $24.15万 | 0.06% | 1,250 | 143 | 12.9% | $2.76万 | 重新持有 |
| TJX | TJX COS INC NEW | $24.18万 | 0.06% | 1,596 | -27 | -1.7% | -$4,090 | 减仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $24.58万 | 0.06% | 1,682 | -34 | -2.0% | -$4,968 | 减仓 |
| MCK | MCKESSON CORP | $24.93万 | 0.07% | 330 | 330 | — | $24.93万 | 新建仓 |
| UNH | UNITEDHEALTH GROUP INC | $25.06万 | 0.07% | 603 | -254 | -29.6% | -$10.56万 | 重新持有 |
| IGM | ISHARES TR | $25.99万 | 0.07% | 1,589 | -690 | -30.3% | -$11.29万 | 减仓 |
| AMLP | ALPS ETF TR | $26.08万 | 0.07% | 5,029 | 19 | 0.4% | $985 | 加仓 |
| SDY | SPDR SERIES TRUST | $26.08万 | 0.07% | 1,714 | 0 | 0.0% | — | 不变 |
| DFUV | DIMENSIONAL ETF TRUST | $26.69万 | 0.07% | 4,852 | 0 | 0.0% | — | 不变 |
| EMNT | PIMCO ETF TR | $26.86万 | 0.07% | 2,715 | 0 | 0.0% | — | 不变 |
| PEY | INVESCO EXCHANGE TRADED FD T | $26.89万 | 0.07% | 11,600 | 0 | 0.0% | — | 不变 |
| EZM | WISDOMTREE TR | $27.00万 | 0.07% | 3,563 | 0 | 0.0% | — | 不变 |
| NUSC | NUSHARES ETF TR | $27.36万 | 0.07% | 5,250 | 0 | 0.0% | — | 不变 |
| DE | DEERE & CO | $27.45万 | 0.07% | 433 | 1 | 0.2% | $634 | 加仓 |
| — | AMPLIFY ETF TR | $27.46万 | 0.07% | 3,406 | -60 | -1.7% | -$4,837 | 减仓 |
| SUSA | ISHARES TR | $28.39万 | 0.07% | 1,840 | 0 | 0.0% | — | 不变 |
| RTX | RTX CORPORATION | $28.97万 | 0.08% | 1,527 | 0 | 0.0% | — | 不变 |
| MU | MICRON TECHNOLOGY INC | $29.67万 | 0.08% | 257 | 257 | — | $29.67万 | 新建仓 |
| SBAC | SBA COMMUNICATIONS CORP | $30.88万 | 0.08% | 1,750 | 0 | 0.0% | — | 不变 |
| VZ | VERIZON COMMUNICATIONS INC | $31.00万 | 0.08% | 7,323 | 1,086 | 17.4% | $4.60万 | 加仓 |
| SCHB | SCHWAB STRATEGIC TR | $31.84万 | 0.08% | 10,995 | 10,995 | — | $31.84万 | 新建仓 |
| UPRO | PROSHARES TR | $31.92万 | 0.08% | 2,251 | 457 | 25.5% | $6.48万 | 重新持有 |
| VNQ | VANGUARD INDEX FDS | $33.12万 | 0.09% | 3,435 | 1 | 0.0% | $96 | 加仓 |
| TT | TRANE TECHNOLOGIES PLC | $33.45万 | 0.09% | 681 | -16 | -2.3% | -$7,859 | 减仓 |
| MNST | MONSTER BEVERAGE CORP NEW | $33.59万 | 0.09% | 3,495 | 495 | 16.5% | $4.76万 | 加仓 |
| LDUR | PIMCO ETF TR | $33.72万 | 0.09% | 3,527 | 49 | 1.4% | $4,685 | 加仓 |
| HDV | ISHARES TR | $34.63万 | 0.09% | 12,635 | 0 | 0.0% | — | 不变 |
| ESGD | ISHARES TR | $36.55万 | 0.10% | 3,555 | -198 | -5.3% | -$2.04万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $37.26万 | 0.10% | 1,325 | 142 | 12.0% | $3.99万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $37.76万 | 0.10% | 2,575 | 26 | 1.0% | $3,812 | 加仓 |
| BA | BOEING CO | $38.63万 | 0.10% | 1,784 | 270 | 17.8% | $5.85万 | 加仓 |
| SGOL | ETFS GOLD TR | $39.45万 | 0.10% | 10,318 | 0 | 0.0% | — | 不变 |
| SMH | VANECK ETF TRUST | $40.07万 | 0.11% | 611 | -125 | -17.0% | -$8.20万 | 减仓 |
| GLW | CORNING INC | $40.36万 | 0.11% | 1,580 | 1,580 | — | $40.36万 | 新建仓 |
| NFLX | NETFLIX INC. | $40.48万 | 0.11% | 5,670 | 0 | 0.0% | — | 不变 |
| VHT | VANGUARD WORLD FD | $42.38万 | 0.11% | 1,417 | 0 | 0.0% | — | 不变 |
| GLD | SPDR GOLD TR | $43.10万 | 0.11% | 1,170 | 60 | 5.4% | $2.21万 | 加仓 |
| EFA | ISHARES TR | $43.19万 | 0.11% | 4,158 | 0 | 0.0% | — | 不变 |
| SPYX | SPDR SERIES TRUST | $43.80万 | 0.12% | 7,168 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA INC | $47.07万 | 0.12% | 1,119 | 0 | 0.0% | — | 不变 |
| GE | GE AEROSPACE | $48.47万 | 0.13% | 1,297 | 473 | 57.4% | $17.68万 | 加仓 |
| IVW | ISHARES TR | $48.49万 | 0.13% | 3,526 | 0 | 0.0% | — | 不变 |
| META | META PLATFORMS INC | $49.51万 | 0.13% | 879 | 23 | 2.7% | $1.30万 | 加仓 |
| TQQQ | PROSHARES TR | $49.90万 | 0.13% | 6,161 | 828 | 15.5% | $6.71万 | 加仓 |
| — | J P MORGAN EXCHANGE TRADED F | $50.36万 | 0.13% | 9,946 | 637 | 6.8% | $3.23万 | 加仓 |
| IWP | ISHARES TR | $51.57万 | 0.14% | 3,522 | -400 | -10.2% | -$5.86万 | 减仓 |
| ABBV | ABBVIE INC | $52.41万 | 0.14% | 2,083 | 45 | 2.2% | $1.13万 | 加仓 |
| VBK | VANGUARD INDEX FDS | $52.71万 | 0.14% | 1,441 | -8 | -0.6% | -$2,926 | 减仓 |
| INTC | INTEL CORP | $53.63万 | 0.14% | 3,841 | 3,841 | — | $53.63万 | 新建仓 |
| ACWI | ISHARES TR | $53.73万 | 0.14% | 3,423 | 3,423 | — | $53.73万 | 新建仓 |
| DFUS | DIMENSIONAL ETF TRUST | $54.33万 | 0.14% | 6,631 | 0 | 0.0% | — | 不变 |
| VTV | VANGUARD INDEX FDS | $54.59万 | 0.14% | 2,505 | 0 | 0.0% | — | 不变 |
| CAT | CATERPILLAR INC | $57.13万 | 0.15% | 537 | 8 | 1.5% | $8,511 | 加仓 |
| KO | COCA COLA CO | $58.52万 | 0.15% | 7,201 | 1,369 | 23.5% | $11.13万 | 加仓 |
| MCD | MCDONALDS CORP | $59.78万 | 0.16% | 2,212 | -80 | -3.5% | -$2.16万 | 减仓 |
| SPHD | INVESCO EXCH TRADED FD TR II | $62.79万 | 0.17% | 12,350 | 0 | 0.0% | — | 不变 |
| WMT | WALMART INC | $63.07万 | 0.17% | 5,569 | -7 | -0.1% | -$793 | 减仓 |
| — | SOUND FINL BANCORP INC | $64.22万 | 0.17% | 14,897 | 0 | 0.0% | — | 不变 |
| WFC | WELLS FARGO & CO | $66.57万 | 0.18% | 8,055 | -700 | -8.0% | -$5.78万 | 减仓 |
| IJR | ISHARES TR | $68.13万 | 0.18% | 4,594 | -1,000 | -17.9% | -$14.83万 | 减仓 |
| VYMI | VANGUARD WHITEHALL FDS | $68.82万 | 0.18% | 7,008 | 0 | 0.0% | — | 不变 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $70.64万 | 0.19% | 732 | 732 | — | $70.64万 | 新建仓 |
| GOOG | ALPHABET INC | $71.87万 | 0.19% | 2,034 | -25 | -1.2% | -$8,833 | 减仓 |
| IWD | ISHARES TR | $74.62万 | 0.20% | 3,078 | 0 | 0.0% | — | 不变 |
| VPLS | VANGUARD MALVERN FDS | $75.60万 | 0.20% | 9,745 | 3,393 | 53.4% | $26.32万 | 加仓 |
| — | IMPAX FUNDS SERIES TRUST I | $76.16万 | 0.20% | 29,228 | -554 | -1.9% | -$1.44万 | 减仓 |
| IWF | ISHARES TR | $77.30万 | 0.20% | 6,225 | -371 | -5.6% | -$4.61万 | 减仓 |
| V | VISA INC | $77.37万 | 0.20% | 2,255 | -135 | -5.6% | -$4.63万 | 减仓 |
| SPYD | SPDR SERIES TRUST | $81.06万 | 0.21% | 16,990 | 0 | 0.0% | — | 不变 |
| PYLD | PIMCO ETF TR | $81.24万 | 0.21% | 30,632 | 25 | 0.1% | $663 | 加仓 |
| GEV | GE VERNOVA INC | $82.12万 | 0.22% | 699 | -10 | -1.4% | -$1.17万 | 减仓 |
| — | PGIM ETF TR | $82.49万 | 0.22% | 11,843 | 1,499 | 14.5% | $10.44万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $85.85万 | 0.23% | 3,380 | 32 | 1.0% | $8,127 | 加仓 |
| CSCO | CISCO SYS INC | $87.61万 | 0.23% | 7,459 | 1,239 | 19.9% | $14.55万 | 加仓 |
| VGT | VANGUARD WORLD FD | $91.65万 | 0.24% | 7,668 | -2,036 | -21.0% | -$24.33万 | 减仓 |
| LLY | ELI LILLY & CO | $97.99万 | 0.26% | 817 | 34 | 4.3% | $4.08万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $101.11万 | 0.27% | 3,089 | 602 | 24.2% | $19.71万 | 加仓 |
| PSK | SPDR SERIES TRUST | $106.38万 | 0.28% | 34,845 | 2,750 | 8.6% | $8.40万 | 加仓 |
| SBUX | STARBUCKS CORP | $107.32万 | 0.28% | 10,502 | -325 | -3.0% | -$3.32万 | 减仓 |
| SPYV | SPDR SERIES TRUST | $110.91万 | 0.29% | 18,245 | 427 | 2.4% | $2.60万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $110.92万 | 0.29% | 1,615 | 3 | 0.2% | $2,060 | 加仓 |
| IJH | ISHARES TR | $111.02万 | 0.29% | 14,398 | -175 | -1.2% | -$1.35万 | 减仓 |