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 |
|---|---|---|---|---|---|---|---|---|
| SPYM | SPDR SERIES TRUST | $4,768.49万 | 12.55% | 542,614 | 7,183 | 1.3% | $63.12万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $3,061.28万 | 8.06% | 965,398 | 24,348 | 2.6% | $77.21万 | 加仓 |
| DBEF | DBX ETF TR | $2,200.43万 | 5.79% | 402,788 | 6,087 | 1.5% | $33.25万 | 加仓 |
| QQQ | INVESCO QQQ TR | $2,193.77万 | 5.77% | 29,790 | 1,901 | 6.8% | $139.99万 | 加仓 |
| AVLC | AMERICAN CENTY ETF TR | $1,856.37万 | 4.89% | 206,355 | 206,355 | — | $1,856.37万 | 新建仓 |
| MSFT | MICROSOFT CORP | $1,719.93万 | 4.53% | 46,108 | 482 | 1.1% | $17.98万 | 加仓 |
| SPSM | SPDR SERIES TRUST | $1,606.09万 | 4.23% | 278,497 | 27,311 | 10.9% | $157.50万 | 加仓 |
| AAPL | APPLE INC | $1,426.44万 | 3.75% | 49,296 | -17 | -0.0% | -$4,919 | 减仓 |
| VUG | VANGUARD INDEX FDS | $1,289.02万 | 3.39% | 149,643 | -16,293 | -9.8% | -$140.35万 | 减仓 |
| CASH | PATHWARD FINANCIAL INC | $1,098.41万 | 2.89% | 0 | 0 | — | — | 清仓 |
| SPEM | SPDR INDEX SHS FDS | $836.21万 | 2.20% | 161,493 | 24 | 0.0% | $1,243 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $661.29万 | 1.74% | 92,812 | 55 | 0.1% | $3,919 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $614.90万 | 1.62% | 32,275 | -600 | -1.8% | -$11.43万 | 减仓 |
| VB | VANGUARD INDEX FDS | $611.58万 | 1.61% | 20,176 | -934 | -4.4% | -$28.31万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $608.32万 | 1.60% | 12,157 | -3,334 | -21.5% | -$166.83万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $509.79万 | 1.34% | 21,545 | -812 | -3.6% | -$19.21万 | 减仓 |
| SPDW | SPDR INDEX SHS FDS | $471.84万 | 1.24% | 93,637 | -175 | -0.2% | -$8,818 | 减仓 |
| VV | VANGUARD INDEX FDS | $428.55万 | 1.13% | 12,461 | 177 | 1.4% | $6.09万 | 加仓 |
| VOTE | TCW ETF TRUST | $412.68万 | 1.09% | 46,806 | -3,804 | -7.5% | -$33.54万 | 减仓 |
| AMZN | AMAZON COM INC | $394.12万 | 1.04% | 16,536 | 906 | 5.8% | $21.59万 | 加仓 |
| DIVO | AMPLIFY ETF TR | $345.24万 | 0.91% | 75,545 | 625 | 0.8% | $2.86万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $334.33万 | 0.88% | 9,035 | 165 | 1.9% | $6.11万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $333.76万 | 0.88% | 16,681 | 219 | 1.3% | $4.38万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $323.41万 | 0.85% | 72,907 | -5,288 | -6.8% | -$23.46万 | 减仓 |
| — | PIMCO EQUITY SER | $294.51万 | 0.78% | 61,530 | -1,582 | -2.5% | -$7.57万 | 减仓 |
| PWRD | TCW ETF TRUST | $273.09万 | 0.72% | 22,209 | -639 | -2.8% | -$7.86万 | 减仓 |
| DON | WISDOMTREE TR | $273.02万 | 0.72% | 48,305 | -1,246 | -2.5% | -$7.04万 | 减仓 |
| CVIE | MORGAN STANLEY ETF TRUST | $271.96万 | 0.72% | 31,990 | -233 | -0.7% | -$1.98万 | 减仓 |
| VO | VANGUARD INDEX FDS | $251.22万 | 0.66% | 31,180 | -2,988 | -8.7% | -$24.07万 | 减仓 |
| DGRO | ISHARES TR | $247.35万 | 0.65% | 32,636 | -374 | -1.1% | -$2.83万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $246.22万 | 0.65% | 2,632 | 29 | 1.1% | $2.71万 | 加仓 |
| — | PARNASSUS INCOME FDS | $237.17万 | 0.62% | 82,368 | -49,850 | -37.7% | -$143.54万 | 减仓 |
| NULG | NUSHARES ETF TR | $228.27万 | 0.60% | 19,500 | -702 | -3.5% | -$8.22万 | 减仓 |
| IDVO | AMPLIFY ETF TR | $227.78万 | 0.60% | 54,234 | 3,575 | 7.1% | $15.02万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $222.32万 | 0.59% | 14,068 | 0 | 0.0% | — | 不变 |
| — | COLUMBIA ETF TR I | $220.00万 | 0.58% | 57,093 | 992 | 1.8% | $3.82万 | 加仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $202.99万 | 0.53% | 24,238 | 0 | 0.0% | — | 不变 |
| MUB | ISHARES TR | $196.31万 | 0.52% | 18,241 | -3,750 | -17.1% | -$40.36万 | 减仓 |
| DSI | ISHARES TR | $195.42万 | 0.51% | 13,724 | -427 | -3.0% | -$6.08万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $188.45万 | 0.50% | 31,571 | -100 | -0.3% | -$5,969 | 减仓 |
| QUAL | ISHARES TR | $149.03万 | 0.39% | 6,792 | -445 | -6.1% | -$9.76万 | 减仓 |
| IVV | ISHARES TR | $146.48万 | 0.39% | 1,956 | 81 | 4.3% | $6.07万 | 加仓 |
| PFF | ISHARES TR | $143.66万 | 0.38% | 47,116 | 2,350 | 5.2% | $7.17万 | 加仓 |
| GOOGL | ALPHABET INC | $142.70万 | 0.38% | 3,993 | 751 | 23.2% | $26.84万 | 加仓 |
| AVGO | BROADCOM INC | $135.46万 | 0.36% | 3,586 | -264 | -6.9% | -$9.97万 | 减仓 |
| XLI | SELECT SECTOR SPDR TR | $132.40万 | 0.35% | 7,148 | 0 | 0.0% | — | 不变 |
| LGLV | SPDR SERIES TRUST | $125.30万 | 0.33% | 6,905 | -46 | -0.7% | -$8,347 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $124.91万 | 0.33% | 15,169 | -810 | -5.1% | -$6.67万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $122.34万 | 0.32% | 2,106 | -119 | -5.3% | -$6.91万 | 减仓 |
| CSPF | COHEN & STEERS ETF TRUST | $122.32万 | 0.32% | 46,903 | -1,074 | -2.2% | -$2.80万 | 减仓 |
| AMAT | APPLIED MATLS INC | $111.05万 | 0.29% | 1,536 | 81 | 5.6% | $5.86万 | 加仓 |
| IJH | ISHARES TR | $111.02万 | 0.29% | 14,398 | -175 | -1.2% | -$1.35万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $110.92万 | 0.29% | 1,615 | 3 | 0.2% | $2,060 | 加仓 |
| SPYV | SPDR SERIES TRUST | $110.91万 | 0.29% | 18,245 | 427 | 2.4% | $2.60万 | 加仓 |
| SBUX | STARBUCKS CORP | $107.32万 | 0.28% | 10,502 | -325 | -3.0% | -$3.32万 | 减仓 |
| PSK | SPDR SERIES TRUST | $106.38万 | 0.28% | 34,845 | 2,750 | 8.6% | $8.40万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $101.11万 | 0.27% | 3,089 | 602 | 24.2% | $19.71万 | 加仓 |
| LLY | ELI LILLY & CO | $97.99万 | 0.26% | 817 | 34 | 4.3% | $4.08万 | 加仓 |
| VGT | VANGUARD WORLD FD | $91.65万 | 0.24% | 7,668 | -2,036 | -21.0% | -$24.33万 | 减仓 |
| CSCO | CISCO SYS INC | $87.61万 | 0.23% | 7,459 | 1,239 | 19.9% | $14.55万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $85.85万 | 0.23% | 3,380 | 32 | 1.0% | $8,127 | 加仓 |
| — | PGIM ETF TR | $82.49万 | 0.22% | 11,843 | 1,499 | 14.5% | $10.44万 | 加仓 |
| GEV | GE VERNOVA INC | $82.12万 | 0.22% | 699 | -10 | -1.4% | -$1.17万 | 减仓 |
| PYLD | PIMCO ETF TR | $81.24万 | 0.21% | 30,632 | 25 | 0.1% | $663 | 加仓 |
| SPYD | SPDR SERIES TRUST | $81.06万 | 0.21% | 16,990 | 0 | 0.0% | — | 不变 |
| V | VISA INC | $77.37万 | 0.20% | 2,255 | -135 | -5.6% | -$4.63万 | 减仓 |
| IWF | ISHARES TR | $77.30万 | 0.20% | 6,225 | -371 | -5.6% | -$4.61万 | 减仓 |
| — | IMPAX FUNDS SERIES TRUST I | $76.16万 | 0.20% | 29,228 | -554 | -1.9% | -$1.44万 | 减仓 |
| VPLS | VANGUARD MALVERN FDS | $75.60万 | 0.20% | 9,745 | 3,393 | 53.4% | $26.32万 | 加仓 |
| IWD | ISHARES TR | $74.62万 | 0.20% | 3,078 | 0 | 0.0% | — | 不变 |
| GOOG | ALPHABET INC | $71.87万 | 0.19% | 2,034 | -25 | -1.2% | -$8,833 | 减仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $70.64万 | 0.19% | 732 | 732 | — | $70.64万 | 新建仓 |
| VYMI | VANGUARD WHITEHALL FDS | $68.82万 | 0.18% | 7,008 | 0 | 0.0% | — | 不变 |
| IJR | ISHARES TR | $68.13万 | 0.18% | 4,594 | -1,000 | -17.9% | -$14.83万 | 减仓 |
| WFC | WELLS FARGO & CO | $66.57万 | 0.18% | 8,055 | -700 | -8.0% | -$5.78万 | 减仓 |
| — | SOUND FINL BANCORP INC | $64.22万 | 0.17% | 14,897 | 0 | 0.0% | — | 不变 |
| WMT | WALMART INC | $63.07万 | 0.17% | 5,569 | -7 | -0.1% | -$793 | 减仓 |
| SPHD | INVESCO EXCH TRADED FD TR II | $62.79万 | 0.17% | 12,350 | 0 | 0.0% | — | 不变 |
| MCD | MCDONALDS CORP | $59.78万 | 0.16% | 2,212 | -80 | -3.5% | -$2.16万 | 减仓 |
| KO | COCA COLA CO | $58.52万 | 0.15% | 7,201 | 1,369 | 23.5% | $11.13万 | 加仓 |
| CAT | CATERPILLAR INC | $57.13万 | 0.15% | 537 | 8 | 1.5% | $8,511 | 加仓 |
| VTV | VANGUARD INDEX FDS | $54.59万 | 0.14% | 2,505 | 0 | 0.0% | — | 不变 |
| DFUS | DIMENSIONAL ETF TRUST | $54.33万 | 0.14% | 6,631 | 0 | 0.0% | — | 不变 |
| ACWI | ISHARES TR | $53.73万 | 0.14% | 3,423 | 3,423 | — | $53.73万 | 新建仓 |
| INTC | INTEL CORP | $53.63万 | 0.14% | 3,841 | 3,841 | — | $53.63万 | 新建仓 |
| VBK | VANGUARD INDEX FDS | $52.71万 | 0.14% | 1,441 | -8 | -0.6% | -$2,926 | 减仓 |
| ABBV | ABBVIE INC | $52.41万 | 0.14% | 2,083 | 45 | 2.2% | $1.13万 | 加仓 |
| IWP | ISHARES TR | $51.57万 | 0.14% | 3,522 | -400 | -10.2% | -$5.86万 | 减仓 |
| — | J P MORGAN EXCHANGE TRADED F | $50.36万 | 0.13% | 9,946 | 637 | 6.8% | $3.23万 | 加仓 |
| TQQQ | PROSHARES TR | $49.90万 | 0.13% | 6,161 | 828 | 15.5% | $6.71万 | 加仓 |
| META | META PLATFORMS INC | $49.51万 | 0.13% | 879 | 23 | 2.7% | $1.30万 | 加仓 |
| IVW | ISHARES TR | $48.49万 | 0.13% | 3,526 | 0 | 0.0% | — | 不变 |
| GE | GE AEROSPACE | $48.47万 | 0.13% | 1,297 | 473 | 57.4% | $17.68万 | 加仓 |
| TSLA | TESLA INC | $47.07万 | 0.12% | 1,119 | 0 | 0.0% | — | 不变 |
| SPYX | SPDR SERIES TRUST | $43.80万 | 0.12% | 7,168 | 0 | 0.0% | — | 不变 |
| EFA | ISHARES TR | $43.19万 | 0.11% | 4,158 | 0 | 0.0% | — | 不变 |
| GLD | SPDR GOLD TR | $43.10万 | 0.11% | 1,170 | 60 | 5.4% | $2.21万 | 加仓 |
| VHT | VANGUARD WORLD FD | $42.38万 | 0.11% | 1,417 | 0 | 0.0% | — | 不变 |
| NFLX | NETFLIX INC. | $40.48万 | 0.11% | 5,670 | 0 | 0.0% | — | 不变 |
| GLW | CORNING INC | $40.36万 | 0.11% | 1,580 | 1,580 | — | $40.36万 | 新建仓 |