Fi3 FINANCIAL ADVISORS, LLC
INDIANAPOLIS IN · SEC CIK 0001862427
$3.46亿2026Q1 申报市值
218持仓数
62.2%前十大占比 · 第一大 14.4%
50 / 16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
IVV 加仓+$577.70万
VTI 加仓+$541.02万
GOOG 加仓+$403.23万
SCHP 加仓+$284.57万
IJR 加仓+$235.53万
2026Q1 卖出最多 按季末市值估算
Hillenbrand Inc 清仓-$768.91万
USRT 减仓-$164.08万
SCZ 减仓-$117.65万
VB 减仓-$107.40万
UCON 清仓-$102.60万
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 |
|---|---|---|---|---|---|---|---|---|
| — | Hillenbrand Inc | $0 | 0.00% | 0 | -242,406 | -100.0% | -$768.91万 | 清仓 |
| GOOGL | Alphabet Inc Cap STK | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| UCON | First TR Exchng (traded FD VIII TCW Unconstrai) | $0 | 0.00% | 0 | -40,762 | -100.0% | -$102.60万 | 清仓 |
| VTIP | Vanguard Short-Term Inflation-Protected Securities ETF | $0 | 0.00% | 0 | -11,203 | -100.0% | -$55.41万 | 清仓 |
| TEAM | Atlassian | $0 | 0.00% | 0 | -3,351 | -100.0% | -$54.33万 | 清仓 |
| HYG | iShares TR iBoxx Hi (YD Etf) | $0 | 0.00% | 0 | -4,739 | -100.0% | -$38.21万 | 清仓 |
| MEDP | Medpace HLDGS Inc | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| DKNG | Draftkings Inc New | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| COIN | Coinbase Global Inc | $0 | 0.00% | 0 | -1,169 | -100.0% | -$26.44万 | 清仓 |
| QCOM | Qualcomm Inc | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| LOW | Lowes Companies Inc | $0 | 0.00% | 0 | -1,048 | -100.0% | -$25.28万 | 清仓 |
| XLK | The Technology Select Sector SPDR Fund | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| PYPL | Paypal HLDGS Inc Com | $0 | 0.00% | 0 | -4,086 | -100.0% | -$23.85万 | 清仓 |
| VWO | Vanguard Emerging Markets Stock Index Fund ETF | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| NDAQ | Nasdaq Inc | $0 | 0.00% | 0 | -2,449 | -100.0% | -$23.79万 | 清仓 |
| APP | Applovin Corp Com CL | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| CRWD | Crowdstrike HLDGS | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| BBY | Best Buy Co Inc Com | $0 | 0.00% | 0 | -3,236 | -100.0% | -$21.96万 | 清仓 |
| LYFT | LYFT Inc CL A Com | $0 | 0.00% | 0 | -11,312 | -100.0% | -$21.91万 | 清仓 |
| ALNY | Alnylam | $0 | 0.00% | 0 | -539 | -100.0% | -$21.43万 | 清仓 |
| EXEL | Exelixis Inc Com | $0 | 0.00% | 0 | -4,742 | -100.0% | -$20.78万 | 清仓 |
| ESTC | Elastic N V Com | $0 | 0.00% | 0 | -2,680 | -100.0% | -$20.22万 | 清仓 |
| ADSK | Autodesk Inc | $0 | 0.00% | 0 | -677 | -100.0% | -$20.04万 | 清仓 |
| — | WM Technology Inc Class A | $0 | 0.00% | 0 | -20,000 | -100.0% | -$1.65万 | 清仓 |
| — | Alight Inc Com CL A | $5,857 | 0.00% | 10,051 | 10,051 | — | $5,857 | 新建仓 |
| — | Inotiv Inc | $1.79万 | 0.01% | 65,710 | 0 | 0.0% | — | 不变 |
| EMXC | iShares MSCI Emerging Markets Ex China ETF | $11.80万 | 0.03% | 1,500 | 1,500 | — | $11.80万 | 新建仓 |
| LRMR | Larimar Therapeutics | $13.27万 | 0.04% | 29,493 | 171 | 0.6% | $770 | 加仓 |
| BMRN | Biomarin | $20.18万 | 0.06% | 3,573 | 3,573 | — | $20.18万 | 新建仓 |
| DELL | Dell Technologies | $20.20万 | 0.06% | 1,231 | 1,231 | — | $20.20万 | 新建仓 |
| ZM | Zoom Video | $20.23万 | 0.06% | 2,517 | -1,242 | -33.0% | -$9.98万 | 减仓 |
| RBLX | Roblox Corp CL A | $20.30万 | 0.06% | 3,589 | -1,993 | -35.7% | -$11.27万 | 减仓 |
| VLO | Valero Energy Corp | $20.36万 | 0.06% | 824 | 824 | — | $20.36万 | 新建仓 |
| CPRT | Copart Inc Com | $20.37万 | 0.06% | 6,135 | 6,135 | — | $20.37万 | 新建仓 |
| A | Agilent Technologies | $20.38万 | 0.06% | 1,783 | 1,783 | — | $20.38万 | 新建仓 |
| KMX | Carmax Inc | $20.39万 | 0.06% | 4,905 | 4,905 | — | $20.39万 | 新建仓 |
| PODD | Insulet Corp | $20.67万 | 0.06% | 985 | 985 | — | $20.67万 | 新建仓 |
| MKTX | Marketaxess Holdings | $20.75万 | 0.06% | 1,258 | -350 | -21.8% | -$5.77万 | 减仓 |
| NTRS | Northern Trust Corp | $20.87万 | 0.06% | 1,490 | 1,490 | — | $20.87万 | 新建仓 |
| CMG | Chipotle Mexican | $20.99万 | 0.06% | 6,556 | -1,885 | -22.3% | -$6.03万 | 减仓 |
| PGR | Progressive Corp Com | $21.05万 | 0.06% | 1,062 | 66 | 6.6% | $1.31万 | 加仓 |
| TXT | Textron Inc | $21.12万 | 0.06% | 2,411 | 2,411 | — | $21.12万 | 新建仓 |
| ECL | Ecolab Inc | $21.13万 | 0.06% | 792 | 792 | — | $21.13万 | 新建仓 |
| TRGP | Targa Resources Corp | $21.14万 | 0.06% | 843 | 843 | — | $21.14万 | 新建仓 |
| VEEV | Veeva Systems Inc | $21.15万 | 0.06% | 1,204 | 296 | 32.6% | $5.20万 | 加仓 |
| XLF | Select Sector SPDR (TR Financial) | $21.16万 | 0.06% | 4,285 | 0 | 0.0% | — | 不变 |
| MHK | Mohawk Industries | $21.24万 | 0.06% | 2,157 | 2,157 | — | $21.24万 | 新建仓 |
| TSN | Tyson Foods Inc | $21.30万 | 0.06% | 3,324 | 3,324 | — | $21.30万 | 新建仓 |
| CMCSA | Comcast Corp | $21.34万 | 0.06% | 7,435 | 7,435 | — | $21.34万 | 新建仓 |
| UTHR | United Therapeutics | $21.35万 | 0.06% | 360 | -78 | -17.8% | -$4.63万 | 减仓 |
| TMUS | T-Mobile US Inc Com | $21.51万 | 0.06% | 1,024 | 1,024 | — | $21.51万 | 新建仓 |
| MCD | McDonalds | $21.53万 | 0.06% | 693 | -140 | -16.8% | -$4.35万 | 减仓 |
| NTRA | Natera Inc Com | $21.84万 | 0.06% | 1,092 | -50 | -4.4% | -$9,999 | 减仓 |
| USB | US Bancorp | $21.88万 | 0.06% | 4,154 | -804 | -16.2% | -$4.23万 | 减仓 |
| MLI | Mueller Industries | $22.49万 | 0.06% | 2,030 | 2,030 | — | $22.49万 | 新建仓 |
| SCZ | iShares MSCI EAFE Small-Cap ETF | $22.52万 | 0.07% | 2,872 | -15,004 | -83.9% | -$117.65万 | 减仓 |
| RGLD | Royal Gold Inc Com | $22.52万 | 0.07% | 885 | -39 | -4.2% | -$9,925 | 减仓 |
| HUBS | Hubspot Inc | $22.63万 | 0.07% | 927 | 927 | — | $22.63万 | 新建仓 |
| ETN | Eaton Corporation | $22.66万 | 0.07% | 634 | 634 | — | $22.66万 | 新建仓 |
| IQV | Iqvia HLDGS Inc Com | $22.95万 | 0.07% | 1,346 | -348 | -20.5% | -$5.93万 | 减仓 |
| DINO | HF Sinclair Corp Com | $22.97万 | 0.07% | 3,681 | 3,681 | — | $22.97万 | 新建仓 |
| CFG | Citizens Finl Group | $23.31万 | 0.07% | 3,887 | -1 | -0.0% | -$60 | 减仓 |
| TGT | Target Corp | $23.39万 | 0.07% | 1,930 | 1,930 | — | $23.39万 | 新建仓 |
| MMM | 3M | $23.64万 | 0.07% | 1,628 | -616 | -27.5% | -$8.94万 | 减仓 |
| CIEN | Ciena Corp | $23.72万 | 0.07% | 611 | 611 | — | $23.72万 | 新建仓 |
| VZ | Verizon | $24.38万 | 0.07% | 4,856 | 4,856 | — | $24.38万 | 新建仓 |
| BWA | Borg Warner Inc Com | $24.62万 | 0.07% | 4,538 | 13 | 0.3% | $705 | 加仓 |
| EXE | Chesapeake Energy | $24.71万 | 0.07% | 2,251 | 2,251 | — | $24.71万 | 新建仓 |
| SCHD | Schwab US Dividend ETF | $25.22万 | 0.07% | 8,220 | -750 | -8.4% | -$2.30万 | 减仓 |
| DE | Deere & Co | $25.24万 | 0.07% | 447 | 447 | — | $25.24万 | 新建仓 |
| LNG | Cheniere Energy Inc | $25.26万 | 0.07% | 890 | -593 | -40.0% | -$16.83万 | 减仓 |
| JPST | JPMorgan Ultra Short Income ETF | $25.28万 | 0.07% | 4,995 | 4,995 | — | $25.28万 | 新建仓 |
| AON | Aon PLC SHS CL A | $25.31万 | 0.07% | 784 | 784 | — | $25.31万 | 新建仓 |
| T | AT&T | $25.31万 | 0.07% | 8,731 | -2,065 | -19.1% | -$5.99万 | 减仓 |
| QQQ | Invesco QQQ ETF | $25.34万 | 0.07% | 439 | 41 | 10.3% | $2.37万 | 加仓 |
| UPS | United Parcel | $25.44万 | 0.07% | 2,586 | 206 | 8.7% | $2.03万 | 加仓 |
| MTZ | Mastec Inc Com | $26.00万 | 0.08% | 808 | 808 | — | $26.00万 | 新建仓 |
| KLAC | Kla Corp Com New | $26.50万 | 0.08% | 180 | 10 | 5.9% | $1.47万 | 加仓 |
| TSM | Taiwan Semiconductor | $26.53万 | 0.08% | 782 | -256 | -24.7% | -$8.68万 | 减仓 |
| UNP | Union Pac Corp Com | $26.69万 | 0.08% | 1,100 | 165 | 17.6% | $4.00万 | 加仓 |
| RL | Ralph Lauren Corp | $26.73万 | 0.08% | 775 | 775 | — | $26.73万 | 新建仓 |
| MINT | PIMCO Enhanced Short Maturity Active ETF | $26.84万 | 0.08% | 2,669 | -1,299 | -32.7% | -$13.06万 | 减仓 |
| SNDK | Sandisk Corp | $26.94万 | 0.08% | 424 | 424 | — | $26.94万 | 新建仓 |
| FIVE | Five Below Inc | $26.98万 | 0.08% | 1,181 | 1,181 | — | $26.98万 | 新建仓 |
| NYT | New York Times Co | $27.04万 | 0.08% | 3,229 | 3,229 | — | $27.04万 | 新建仓 |
| AME | Ametek Inc Com | $27.12万 | 0.08% | 1,265 | 36 | 2.9% | $7,717 | 加仓 |
| BLK | BlackRock Inc New | $27.12万 | 0.08% | 282 | -41 | -12.7% | -$3.94万 | 减仓 |
| IXUS | iShares Core MSCI Total International Stock ETF | $27.30万 | 0.08% | 3,151 | 0 | 0.0% | — | 不变 |
| SLYV | SPDR S&P 600 Small Cap Value ETF | $27.64万 | 0.08% | 2,922 | 132 | 4.7% | $1.25万 | 加仓 |
| LVS | Las Vegas Sands Corp | $27.66万 | 0.08% | 5,134 | 1,081 | 26.7% | $5.82万 | 加仓 |
| DOW | Dow Inc Com | $27.79万 | 0.08% | 6,673 | 6,673 | — | $27.79万 | 新建仓 |
| WFC | Wells Fargo Co New | $27.83万 | 0.08% | 3,496 | -226 | -6.1% | -$1.80万 | 减仓 |
| KKR | KKR &co Inc Com | $27.95万 | 0.08% | 3,022 | 3,022 | — | $27.95万 | 新建仓 |
| LULU | Lululemon Athletica | $27.96万 | 0.08% | 1,826 | 1,826 | — | $27.96万 | 新建仓 |
| ULTA | Ulta Beauty Inc Com | $28.23万 | 0.08% | 540 | 540 | — | $28.23万 | 新建仓 |
| AXS | Axis Cap HLDGS LTD | $28.46万 | 0.08% | 2,794 | 350 | 14.3% | $3.56万 | 加仓 |
| MDT | Medtronic PLC | $28.50万 | 0.08% | 3,254 | -2,071 | -38.9% | -$18.14万 | 减仓 |
| TOL | Toll Brothers Inc | $28.86万 | 0.08% | 2,115 | 587 | 38.4% | $8.01万 | 加仓 |
| AMP | Ameriprise Financial | $28.93万 | 0.08% | 651 | 651 | — | $28.93万 | 新建仓 |
| HWM | Howmet Aerospace Inc | $29.13万 | 0.08% | 1,264 | 143 | 12.8% | $3.30万 | 加仓 |