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 |
|---|---|---|---|---|---|---|---|---|
| SMH | VANECK ETF TRUST | $40.07万 | 0.11% | 611 | -125 | -17.0% | -$8.20万 | 减仓 |
| SGOL | ETFS GOLD TR | $39.45万 | 0.10% | 10,318 | 0 | 0.0% | — | 不变 |
| BA | BOEING CO | $38.63万 | 0.10% | 1,784 | 270 | 17.8% | $5.85万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $37.76万 | 0.10% | 2,575 | 26 | 1.0% | $3,812 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $37.26万 | 0.10% | 1,325 | 142 | 12.0% | $3.99万 | 加仓 |
| ESGD | ISHARES TR | $36.55万 | 0.10% | 3,555 | -198 | -5.3% | -$2.04万 | 减仓 |
| HDV | ISHARES TR | $34.63万 | 0.09% | 12,635 | 0 | 0.0% | — | 不变 |
| LDUR | PIMCO ETF TR | $33.72万 | 0.09% | 3,527 | 49 | 1.4% | $4,685 | 加仓 |
| MNST | MONSTER BEVERAGE CORP NEW | $33.59万 | 0.09% | 3,495 | 495 | 16.5% | $4.76万 | 加仓 |
| TT | TRANE TECHNOLOGIES PLC | $33.45万 | 0.09% | 681 | -16 | -2.3% | -$7,859 | 减仓 |
| VNQ | VANGUARD INDEX FDS | $33.12万 | 0.09% | 3,435 | 1 | 0.0% | $96 | 加仓 |
| UPRO | PROSHARES TR | $31.92万 | 0.08% | 2,251 | 457 | 25.5% | $6.48万 | 重新持有 |
| SCHB | SCHWAB STRATEGIC TR | $31.84万 | 0.08% | 10,995 | 10,995 | — | $31.84万 | 新建仓 |
| VZ | VERIZON COMMUNICATIONS INC | $31.00万 | 0.08% | 7,323 | 1,086 | 17.4% | $4.60万 | 加仓 |
| SBAC | SBA COMMUNICATIONS CORP | $30.88万 | 0.08% | 1,750 | 0 | 0.0% | — | 不变 |
| MU | MICRON TECHNOLOGY INC | $29.67万 | 0.08% | 257 | 257 | — | $29.67万 | 新建仓 |
| RTX | RTX CORPORATION | $28.97万 | 0.08% | 1,527 | 0 | 0.0% | — | 不变 |
| SUSA | ISHARES TR | $28.39万 | 0.07% | 1,840 | 0 | 0.0% | — | 不变 |
| — | AMPLIFY ETF TR | $27.46万 | 0.07% | 3,406 | -60 | -1.7% | -$4,837 | 减仓 |
| DE | DEERE & CO | $27.45万 | 0.07% | 433 | 1 | 0.2% | $634 | 加仓 |
| NUSC | NUSHARES ETF TR | $27.36万 | 0.07% | 5,250 | 0 | 0.0% | — | 不变 |
| EZM | WISDOMTREE TR | $27.00万 | 0.07% | 3,563 | 0 | 0.0% | — | 不变 |
| PEY | INVESCO EXCHANGE TRADED FD T | $26.89万 | 0.07% | 11,600 | 0 | 0.0% | — | 不变 |
| EMNT | PIMCO ETF TR | $26.86万 | 0.07% | 2,715 | 0 | 0.0% | — | 不变 |
| DFUV | DIMENSIONAL ETF TRUST | $26.69万 | 0.07% | 4,852 | 0 | 0.0% | — | 不变 |
| SDY | SPDR SERIES TRUST | $26.08万 | 0.07% | 1,714 | 0 | 0.0% | — | 不变 |
| AMLP | ALPS ETF TR | $26.08万 | 0.07% | 5,029 | 19 | 0.4% | $985 | 加仓 |
| IGM | ISHARES TR | $25.99万 | 0.07% | 1,589 | -690 | -30.3% | -$11.29万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $25.06万 | 0.07% | 603 | -254 | -29.6% | -$10.56万 | 重新持有 |
| MCK | MCKESSON CORP | $24.93万 | 0.07% | 330 | 330 | — | $24.93万 | 新建仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $24.58万 | 0.06% | 1,682 | -34 | -2.0% | -$4,968 | 减仓 |
| TJX | TJX COS INC NEW | $24.18万 | 0.06% | 1,596 | -27 | -1.7% | -$4,090 | 减仓 |
| IQV | IQVIA HLDGS INC | $24.15万 | 0.06% | 1,250 | 143 | 12.9% | $2.76万 | 重新持有 |
| WM | WASTE MGMT INC DEL | $24.07万 | 0.06% | 1,080 | 0 | 0.0% | — | 不变 |
| HPE | HEWLETT PACKARD ENTERPRISE C | $23.70万 | 0.06% | 5,254 | 5,254 | — | $23.70万 | 新建仓 |
| IAU | ISHARES GOLD TR | $23.58万 | 0.06% | 3,123 | 3,123 | — | $23.58万 | 新建仓 |
| CB | CHUBB LIMITED | $23.27万 | 0.06% | 683 | 683 | — | $23.27万 | 新建仓 |
| NXPI | NXP SEMICONDUCTORS N V | $23.13万 | 0.06% | 823 | 823 | — | $23.13万 | 新建仓 |
| CVX | CHEVRON CORPORATION | $22.74万 | 0.06% | 1,372 | -1,750 | -56.1% | -$29.01万 | 减仓 |
| IYT | ISHARES TR | $22.67万 | 0.06% | 2,613 | 2,613 | — | $22.67万 | 新建仓 |
| MRK | MERCK & CO INC | $22.66万 | 0.06% | 1,764 | 1,764 | — | $22.66万 | 新建仓 |
| HYMB | SPDR SERIES TRUST | $21.57万 | 0.06% | 8,479 | 8,479 | — | $21.57万 | 新建仓 |
| NUDM | NUSHARES ETF TR | $21.56万 | 0.06% | 5,387 | -529 | -8.9% | -$2.12万 | 减仓 |
| ORCL | ORACLE CORP | $21.25万 | 0.06% | 1,450 | 5 | 0.3% | $733 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $20.69万 | 0.05% | 277 | 277 | — | $20.69万 | 新建仓 |
| ADI | ANALOG DEVICES INC | $20.37万 | 0.05% | 513 | 513 | — | $20.37万 | 新建仓 |
| PGX | INVESCO EXCH TRADED FD TR II | $11.49万 | 0.03% | 10,600 | 0 | 0.0% | — | 不变 |
| — | 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 |