Financial Advisors Network, Inc.
TUSTIN CA · SEC CIK 0001697856
$7.24亿2026Q1 申报市值
204持仓数
52.6%前十大占比 · 第一大 13.2%
31 / 22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
BND 加仓+$1,406.89万
EXPE 新建仓+$575.69万
ADSK 重新持有+$561.25万
BNDX 加仓+$539.43万
APA 新建仓+$435.64万
2026Q1 卖出最多 按季末市值估算
LRCX 减仓-$656.61万
MTD 减仓-$437.38万
AAPL 减仓-$356.37万
VEA 减仓-$348.28万
ELECTRONIC ARTS 清仓-$339.85万
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 |
|---|---|---|---|---|---|---|---|---|
| FTNT | FORTINET INC | $483.98万 | 0.67% | 59,224 | 2,189 | 3.8% | $17.89万 | 加仓 |
| MCK | MCKESSON CORP | $498.17万 | 0.69% | 5,757 | -1,906 | -24.9% | -$164.93万 | 减仓 |
| ADBE | ADOBE INC | $513.70万 | 0.71% | 21,133 | 13,765 | 186.8% | $334.60万 | 加仓 |
| MO | ALTRIA GROUP INC | $564.26万 | 0.78% | 85,507 | -5,424 | -6.0% | -$35.79万 | 减仓 |
| EXPE | EXPEDIA GROUP INC | $575.69万 | 0.79% | 24,934 | 24,934 | — | $575.69万 | 新建仓 |
| ADSK | AUTODESK INC | $579.99万 | 0.80% | 24,227 | 23,444 | 2,994.1% | $561.25万 | 重新持有 |
| ABNB | AIRBNB INC | $665.79万 | 0.92% | 52,723 | -2,905 | -5.2% | -$36.68万 | 减仓 |
| VBK | VANGUARD INDEX FDS | $670.16万 | 0.93% | 22,173 | 867 | 4.1% | $26.20万 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $784.46万 | 1.08% | 88,439 | 14,394 | 19.4% | $127.68万 | 加仓 |
| IJT | ISHARES TR | $853.77万 | 1.18% | 58,999 | -1,564 | -2.6% | -$22.63万 | 减仓 |
| EFA | ISHARES TR | $901.77万 | 1.25% | 92,841 | -3,010 | -3.1% | -$29.24万 | 减仓 |
| IVE | ISHARES TR | $1,034.89万 | 1.43% | 49,012 | -123 | -0.3% | -$2.60万 | 减仓 |
| IEMG | ISHARES INC | $1,069.73万 | 1.48% | 153,366 | 3,103 | 2.1% | $21.64万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $1,097.27万 | 1.52% | 62,917 | -9,725 | -13.4% | -$169.60万 | 减仓 |
| IVW | ISHARES TR | $1,098.97万 | 1.52% | 97,159 | -6,665 | -6.4% | -$75.39万 | 减仓 |
| AAPL | APPLE INC | $1,380.37万 | 1.91% | 54,390 | -14,042 | -20.5% | -$356.37万 | 减仓 |
| IJS | ISHARES TR | $1,391.24万 | 1.92% | 117,453 | -9,593 | -7.6% | -$113.63万 | 减仓 |
| HYG | ISHARES TR | $1,559.62万 | 2.15% | 196,031 | 26,219 | 15.4% | $208.60万 | 加仓 |
| EMB | ISHARES TR | $1,795.21万 | 2.48% | 191,122 | 35,189 | 22.6% | $330.53万 | 加仓 |
| IDEV | ISHARES TR | $2,057.27万 | 2.84% | 246,173 | 7,371 | 3.1% | $61.60万 | 加仓 |
| GILD | GILEAD SCIENCES INC | $2,172.23万 | 3.00% | 155,861 | -40 | -0.0% | -$5,575 | 减仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $2,335.62万 | 3.22% | 486,082 | 112,264 | 30.0% | $539.43万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $2,816.83万 | 3.89% | 521,152 | -18,995 | -3.5% | -$102.67万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $2,865.98万 | 3.96% | 65,615 | -1,198 | -1.8% | -$52.33万 | 减仓 |
| SCHV | SCHWAB STRATEGIC TR | $3,232.53万 | 4.46% | 1,059,847 | 20,855 | 2.0% | $63.61万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $3,544.16万 | 4.89% | 180,640 | -9,565 | -5.0% | -$187.67万 | 减仓 |
| SCHG | SCHWAB STRATEGIC TR | $3,845.27万 | 5.31% | 1,320,038 | 21,915 | 1.7% | $63.84万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $5,721.29万 | 7.90% | 892,836 | -54,351 | -5.7% | -$348.28万 | 减仓 |
| BND | VANGUARD BD INDEX FDS | $9,533.65万 | 13.16% | 1,294,629 | 191,050 | 17.3% | $1,406.89万 | 加仓 |