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 |
|---|---|---|---|---|---|---|---|---|
| SPYM | SPDR SERIES TRUST | $4,098.19万 | 13.28% | 535,431 | 51,318 | 10.6% | $392.79万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $2,887.14万 | 9.36% | 941,050 | 31,377 | 3.4% | $96.26万 | 加仓 |
| DBEF | DBX ETF TR | $1,959.70万 | 6.35% | 396,701 | 29,902 | 8.2% | $147.72万 | 加仓 |
| MSFT | MICROSOFT CORP | $1,688.95万 | 5.47% | 45,626 | -2,485 | -5.2% | -$91.99万 | 减仓 |
| QQQ | INVESCO QQQ TR | $1,609.72万 | 5.22% | 27,889 | 2,464 | 9.7% | $142.22万 | 加仓 |
| AAPL | APPLE INC | $1,251.52万 | 4.06% | 49,313 | 769 | 1.6% | $19.52万 | 加仓 |
| SPSM | SPDR SERIES TRUST | $1,213.73万 | 3.93% | 251,186 | 21,058 | 9.2% | $101.75万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $1,207.97万 | 3.91% | 27,656 | -2,469 | -8.2% | -$107.84万 | 减仓 |
| SPEM | SPDR INDEX SHS FDS | $757.45万 | 2.45% | 161,469 | 9,500 | 6.3% | $44.56万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $742.33万 | 2.41% | 15,491 | -1,362 | -8.1% | -$65.27万 | 重新持有 |
| VEA | VANGUARD TAX-MANAGED FDS | $594.39万 | 1.93% | 92,757 | -1,417 | -1.5% | -$9.08万 | 减仓 |
| VB | VANGUARD INDEX FDS | $552.91万 | 1.79% | 21,110 | -786 | -3.6% | -$20.59万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $480.82万 | 1.56% | 22,357 | 53 | 0.2% | $1.14万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $436.91万 | 1.42% | 32,875 | 215 | 0.7% | $2.86万 | 加仓 |
| SPDW | SPDR INDEX SHS FDS | $428.25万 | 1.39% | 93,812 | -60 | -0.1% | -$2,739 | 减仓 |
| VOTE | TCW ETF TRUST | $386.15万 | 1.25% | 50,610 | -2,595 | -4.9% | -$19.80万 | 减仓 |
| VV | VANGUARD INDEX FDS | $367.11万 | 1.19% | 12,284 | -81 | -0.7% | -$2.42万 | 减仓 |
| DIVO | AMPLIFY ETF TR | $336.02万 | 1.09% | 74,920 | 4,100 | 5.8% | $18.39万 | 加仓 |
| — | PARNASSUS INCOME FDS | $330.54万 | 1.07% | 132,218 | 17,119 | 14.9% | $42.80万 | 加仓 |
| AMZN | AMAZON COM INC | $325.53万 | 1.05% | 15,630 | 2,168 | 16.1% | $45.15万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $303.87万 | 0.98% | 78,195 | -4,717 | -5.7% | -$18.33万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $287.10万 | 0.93% | 16,462 | -1,324 | -7.4% | -$23.09万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $284.56万 | 0.92% | 8,870 | 618 | 7.5% | $19.83万 | 加仓 |
| — | PIMCO EQUITY SER | $262.63万 | 0.85% | 63,112 | 20 | 0.0% | $832 | 加仓 |
| DON | WISDOMTREE TR | $260.34万 | 0.84% | 49,551 | -828 | -1.6% | -$4.35万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $259.37万 | 0.84% | 2,603 | 46 | 1.8% | $4.58万 | 加仓 |
| VO | VANGUARD INDEX FDS | $245.30万 | 0.79% | 8,542 | -535 | -5.9% | -$15.36万 | 减仓 |
| CVIE | MORGAN STANLEY ETF TRUST | $234.23万 | 0.76% | 32,223 | 217 | 0.7% | $1.58万 | 加仓 |
| MUB | ISHARES TR | $233.43万 | 0.76% | 21,991 | -1,929 | -8.1% | -$20.48万 | 减仓 |
| DGRO | ISHARES TR | $231.66万 | 0.75% | 33,010 | -453 | -1.4% | -$3.18万 | 减仓 |
| PWRD | TCW ETF TRUST | $223.38万 | 0.72% | 22,848 | 885 | 4.0% | $8.65万 | 加仓 |
| — | COLUMBIA ETF TR I | $219.03万 | 0.71% | 56,101 | -92 | -0.2% | -$3,592 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $208.35万 | 0.68% | 14,068 | 200 | 1.4% | $2.96万 | 加仓 |
| IDVO | AMPLIFY ETF TR | $205.02万 | 0.66% | 50,659 | 10,834 | 27.2% | $43.85万 | 加仓 |
| NULG | NUSHARES ETF TR | $183.72万 | 0.60% | 20,202 | 58 | 0.3% | $5,275 | 加仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $182.03万 | 0.59% | 24,238 | 0 | 0.0% | — | 不变 |
| DSI | ISHARES TR | $171.50万 | 0.56% | 14,151 | -770 | -5.2% | -$9.33万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $171.18万 | 0.55% | 31,671 | -230 | -0.7% | -$1.24万 | 减仓 |
| QUAL | ISHARES TR | $138.81万 | 0.45% | 7,237 | -66 | -0.9% | -$1.27万 | 减仓 |
| PFF | ISHARES TR | $135.73万 | 0.44% | 44,766 | 4,400 | 10.9% | $13.34万 | 加仓 |
| LGLV | SPDR SERIES TRUST | $123.80万 | 0.40% | 6,951 | -89 | -1.3% | -$1.59万 | 减仓 |
| CSPF | COHEN & STEERS ETF TRUST | $122.99万 | 0.40% | 47,977 | 5,697 | 13.5% | $14.60万 | 加仓 |
| IVV | ISHARES TR | $122.48万 | 0.40% | 1,875 | -418 | -18.2% | -$27.30万 | 减仓 |
| — | EXXON MOBIL CORP | $121.40万 | 0.39% | 7,155 | -130 | -1.8% | -$2.21万 | 减仓 |
| AVGO | BROADCOM INC | $119.16万 | 0.39% | 3,850 | 179 | 4.9% | $5.54万 | 加仓 |
| XLI | SELECT SECTOR SPDR TR | $115.60万 | 0.37% | 7,148 | 175 | 2.5% | $2.83万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $113.66万 | 0.37% | 15,979 | -43 | -0.3% | -$3,059 | 减仓 |
| SPYV | SPDR SERIES TRUST | $100.81万 | 0.33% | 17,818 | 1,150 | 6.9% | $6.51万 | 加仓 |
| PSK | SPDR SERIES TRUST | $98.98万 | 0.32% | 32,095 | 4,476 | 16.2% | $13.80万 | 加仓 |
| IJH | ISHARES TR | $98.41万 | 0.32% | 14,573 | -550 | -3.6% | -$3.71万 | 减仓 |
| SBUX | STARBUCKS CORP | $97.00万 | 0.31% | 10,827 | -517 | -4.6% | -$4.63万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $96.33万 | 0.31% | 1,612 | 161 | 11.1% | $9.62万 | 加仓 |
| GOOGL | ALPHABET INC | $93.23万 | 0.30% | 3,242 | -523 | -13.9% | -$15.04万 | 重新持有 |
| VGT | VANGUARD WORLD FD | $84.63万 | 0.27% | 1,213 | 2 | 0.2% | $1,395 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $81.84万 | 0.27% | 3,348 | 84 | 2.6% | $2.05万 | 加仓 |
| PYLD | PIMCO ETF TR | $80.19万 | 0.26% | 30,607 | 957 | 3.2% | $2.51万 | 加仓 |
| SPYD | SPDR SERIES TRUST | $77.34万 | 0.25% | 16,990 | -100 | -0.6% | -$4,552 | 减仓 |
| — | IMPAX FUNDS SERIES TRUST I | $76.38万 | 0.25% | 29,782 | 29,782 | — | $76.38万 | 新建仓 |
| JPM | JPMORGAN CHASE & CO | $73.16万 | 0.24% | 2,487 | -12 | -0.5% | -$3,530 | 减仓 |
| V | VISA INC | $72.24万 | 0.23% | 2,390 | 0 | 0.0% | — | 不变 |
| LLY | ELI LILLY & CO | $72.02万 | 0.23% | 783 | 94 | 13.6% | $8.65万 | 加仓 |
| MCD | MCDONALDS CORP | $71.23万 | 0.23% | 2,292 | 101 | 4.6% | $3.14万 | 加仓 |
| IWF | ISHARES TR | $70.31万 | 0.23% | 1,649 | -17 | -1.0% | -$7,249 | 减仓 |
| WFC | WELLS FARGO & CO | $69.70万 | 0.23% | 8,755 | -223 | -2.5% | -$1.78万 | 减仓 |
| IJR | ISHARES TR | $69.54万 | 0.23% | 5,594 | 1,000 | 21.8% | $12.43万 | 加仓 |
| WMT | WALMART INC | $69.30万 | 0.22% | 5,576 | -9 | -0.2% | -$1,119 | 减仓 |
| VYMI | VANGUARD WHITEHALL FDS | $66.04万 | 0.21% | 7,008 | 100 | 1.4% | $9,424 | 加仓 |
| IWD | ISHARES TR | $65.77万 | 0.21% | 3,078 | -213 | -6.5% | -$4.55万 | 减仓 |
| — | SOUND FINL BANCORP INC | $65.11万 | 0.21% | 14,897 | 0 | 0.0% | — | 不变 |
| CVX | CHEVRON CORPORATION | $64.59万 | 0.21% | 3,122 | 1,725 | 123.5% | $35.69万 | 加仓 |
| GEV | GE VERNOVA INC | $61.89万 | 0.20% | 709 | -24 | -3.3% | -$2.09万 | 减仓 |
| SPHD | INVESCO EXCH TRADED FD TR II | $61.27万 | 0.20% | 12,350 | 700 | 6.0% | $3.47万 | 加仓 |
| GOOG | ALPHABET INC | $59.08万 | 0.19% | 2,059 | 0 | 0.0% | — | 不变 |
| — | PGIM ETF TR | $57.26万 | 0.19% | 10,344 | 4,452 | 75.6% | $24.64万 | 加仓 |
| NFLX | NETFLIX INC. | $54.52万 | 0.18% | 5,670 | -700 | -11.0% | -$6.73万 | 减仓 |
| IWP | ISHARES TR | $50.25万 | 0.16% | 3,922 | -158 | -3.9% | -$2.02万 | 减仓 |
| AMAT | APPLIED MATLS INC | $49.73万 | 0.16% | 1,455 | 48 | 3.4% | $1.64万 | 加仓 |
| VPLS | VANGUARD MALVERN FDS | $49.28万 | 0.16% | 6,352 | 1,128 | 21.6% | $8.75万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $49.15万 | 0.16% | 2,505 | -95 | -3.7% | -$1.86万 | 减仓 |
| META | META PLATFORMS INC | $48.97万 | 0.16% | 856 | -23 | -2.6% | -$1.32万 | 减仓 |
| CSCO | CISCO SYS INC | $48.26万 | 0.16% | 6,220 | 92 | 1.5% | $7,138 | 加仓 |
| GLD | SPDR GOLD TR | $47.76万 | 0.15% | 1,110 | 1,110 | — | $47.76万 | 新建仓 |
| DFUS | DIMENSIONAL ETF TRUST | $47.02万 | 0.15% | 6,631 | 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 |
| SGOL | ETFS GOLD TR | $46.04万 | 0.15% | 10,318 | 0 | 0.0% | — | 不变 |
| AMD | ADVANCED MICRO DEVICES INC | $45.26万 | 0.15% | 2,225 | -174 | -7.3% | -$3.54万 | 减仓 |
| KO | COCA COLA CO | $44.35万 | 0.14% | 5,832 | -169 | -2.8% | -$1.29万 | 减仓 |
| ABBV | ABBVIE INC | $44.33万 | 0.14% | 2,038 | 62 | 3.1% | $1.35万 | 加仓 |
| VBK | VANGUARD INDEX FDS | $43.80万 | 0.14% | 1,449 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA INC | $41.60万 | 0.13% | 1,119 | 96 | 9.4% | $3.57万 | 加仓 |
| EFA | ISHARES TR | $40.39万 | 0.13% | 4,158 | 103 | 2.5% | $1.00万 | 加仓 |
| IVW | ISHARES TR | $39.88万 | 0.13% | 3,526 | -991 | -21.9% | -$11.21万 | 减仓 |
| VHT | VANGUARD WORLD FD | $38.59万 | 0.13% | 1,417 | 35 | 2.5% | $9,532 | 加仓 |
| SPYX | SPDR SERIES TRUST | $38.01万 | 0.12% | 7,168 | 0 | 0.0% | — | 不变 |
| CAT | CATERPILLAR INC | $37.47万 | 0.12% | 529 | 1 | 0.2% | $708 | 加仓 |
| PG | PROCTER & GAMBLE CO | $36.82万 | 0.12% | 2,549 | 11 | 0.4% | $1,589 | 加仓 |
| ESGD | ISHARES TR | $35.89万 | 0.12% | 3,753 | -8 | -0.2% | -$765 | 减仓 |
| HDV | ISHARES TR | $34.30万 | 0.11% | 2,527 | 0 | 0.0% | — | 不变 |
| LDUR | PIMCO ETF TR | $33.32万 | 0.11% | 3,478 | 1,209 | 53.3% | $11.58万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $31.31万 | 0.10% | 6,237 | 650 | 11.6% | $3.26万 | 重新持有 |