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 |
|---|---|---|---|---|---|---|---|---|
| FMB | First Trust Managed Municipal ETF | $29.19万 | 0.08% | 5,761 | -5,636 | -49.5% | -$28.55万 | 减仓 |
| TXRH | Texas Roadhouse Inc | $29.36万 | 0.08% | 1,778 | 1,778 | — | $29.36万 | 新建仓 |
| ITT | ITT Inc Com | $29.53万 | 0.09% | 1,548 | 1,548 | — | $29.53万 | 新建仓 |
| SNOW | Snowflake Inc CL A | $29.62万 | 0.09% | 1,964 | 78 | 4.1% | $1.18万 | 加仓 |
| EXPE | Expedia Group Inc | $29.62万 | 0.09% | 1,283 | -359 | -21.9% | -$8.29万 | 减仓 |
| TPR | Tapestry Inc Com | $29.69万 | 0.09% | 2,104 | 241 | 12.9% | $3.40万 | 加仓 |
| COF | Capital One | $30.11万 | 0.09% | 1,650 | -277 | -14.4% | -$5.05万 | 减仓 |
| NBIX | Neurocrine | $30.22万 | 0.09% | 2,294 | 691 | 43.1% | $9.10万 | 加仓 |
| PM | Philip Morris | $30.46万 | 0.09% | 1,821 | -215 | -10.6% | -$3.60万 | 减仓 |
| BSX | Boston Scientific | $30.61万 | 0.09% | 4,878 | 4,878 | — | $30.61万 | 新建仓 |
| ADI | Analog Devices Inc | $31.16万 | 0.09% | 980 | -6 | -0.6% | -$1,908 | 减仓 |
| DG | Dollar Gen Corp New | $31.24万 | 0.09% | 2,631 | 2,631 | — | $31.24万 | 新建仓 |
| ISRG | Intuitive Surgical | $31.99万 | 0.09% | 694 | 94 | 15.7% | $4.33万 | 加仓 |
| FTNT | Fortinet Inc Com | $32.08万 | 0.09% | 3,926 | 3,926 | — | $32.08万 | 新建仓 |
| IEMG | iShares Core MSCI Emerging Markets ETF | $32.59万 | 0.09% | 4,672 | -3,084 | -39.8% | -$21.51万 | 减仓 |
| CRM | Salesforce | $32.91万 | 0.09% | 1,763 | -109 | -5.8% | -$2.03万 | 减仓 |
| ADBE | Adobe Inc Com | $33.33万 | 0.10% | 1,371 | 687 | 100.4% | $16.70万 | 加仓 |
| AXP | American Express Co | $33.45万 | 0.10% | 1,106 | 115 | 11.6% | $3.48万 | 加仓 |
| TRV | Travelers | $33.46万 | 0.10% | 1,147 | 384 | 50.3% | $11.20万 | 加仓 |
| INCY | Incyte Corp | $33.67万 | 0.10% | 3,577 | -127 | -3.4% | -$1.20万 | 减仓 |
| VRSN | Verisign Inc | $33.95万 | 0.10% | 1,367 | 5 | 0.4% | $1,242 | 加仓 |
| DIS | Walt Disney | $34.04万 | 0.10% | 3,532 | 862 | 32.3% | $8.31万 | 加仓 |
| PFE | Pfizer | $34.79万 | 0.10% | 12,391 | 2,381 | 23.8% | $6.69万 | 加仓 |
| CMI | Cummins Inc | $34.87万 | 0.10% | 648 | 164 | 33.9% | $8.83万 | 加仓 |
| BURL | Burlington Stores | $35.17万 | 0.10% | 1,081 | 1,081 | — | $35.17万 | 新建仓 |
| MS | Morgan Stanley Com | $35.33万 | 0.10% | 2,147 | -490 | -18.6% | -$8.06万 | 减仓 |
| ILMN | Illumina Inc Com | $35.36万 | 0.10% | 2,869 | -72 | -2.4% | -$8,875 | 减仓 |
| WMB | Williams Cos Inc Com | $35.41万 | 0.10% | 4,865 | -1,083 | -18.2% | -$7.88万 | 减仓 |
| COP | Conocophillips Com | $35.69万 | 0.10% | 2,704 | 188 | 7.5% | $2.48万 | 加仓 |
| MCK | Mckesson Corp | $35.96万 | 0.10% | 415 | 48 | 13.1% | $4.16万 | 加仓 |
| GD | General Dynamics | $36.15万 | 0.10% | 1,053 | 310 | 41.7% | $10.64万 | 加仓 |
| UBER | Uber Technologies | $36.53万 | 0.11% | 5,078 | 1,309 | 34.7% | $9.42万 | 加仓 |
| TER | Teradyne Inc Com | $36.61万 | 0.11% | 1,235 | 1,235 | — | $36.61万 | 新建仓 |
| ACN | Accenture PLC | $37.00万 | 0.11% | 1,866 | -178 | -8.7% | -$3.53万 | 减仓 |
| FITB | Fifth Third Bancorp | $37.15万 | 0.11% | 7,885 | -50 | -0.6% | -$2,356 | 减仓 |
| CNC | Centene Corp | $37.70万 | 0.11% | 11,514 | -1,390 | -10.8% | -$4.55万 | 减仓 |
| EME | Emcor Group Inc Com | $37.95万 | 0.11% | 514 | 181 | 54.4% | $13.36万 | 加仓 |
| SPGI | S&P Global Inc Com | $37.98万 | 0.11% | 893 | 893 | — | $37.98万 | 新建仓 |
| KO | Coca-Cola | $38.19万 | 0.11% | 4,982 | 611 | 14.0% | $4.68万 | 加仓 |
| — | Honeywell | $38.36万 | 0.11% | 1,697 | 1,697 | — | $38.36万 | 新建仓 |
| CI | The CIGNA Group Com | $38.71万 | 0.11% | 1,451 | 1,451 | — | $38.71万 | 新建仓 |
| SYK | Stryker Corporation | $38.86万 | 0.11% | 1,179 | 1,179 | — | $38.86万 | 新建仓 |
| ABBV | Abbvie Inc Com | $39.46万 | 0.11% | 1,814 | -131 | -6.7% | -$2.85万 | 减仓 |
| MCO | Moodys Corp Com | $39.46万 | 0.11% | 905 | 905 | — | $39.46万 | 新建仓 |
| NOW | Servicenow Inc Com | $39.75万 | 0.11% | 3,802 | 172 | 4.7% | $1.80万 | 加仓 |
| SCHV | Schwab US Large Cap Value ETF | $39.88万 | 0.12% | 13,074 | 0 | 0.0% | — | 不变 |
| LIN | Linde PLC Com | $40.12万 | 0.12% | 809 | 334 | 70.3% | $16.56万 | 加仓 |
| NEM | Newmont Corp Com | $40.56万 | 0.12% | 3,747 | 868 | 30.1% | $9.40万 | 加仓 |
| JCI | Johnson Controls | $40.95万 | 0.12% | 3,120 | 1,443 | 86.0% | $18.94万 | 加仓 |
| IBM | IBM | $41.28万 | 0.12% | 1,703 | 756 | 79.8% | $18.32万 | 加仓 |
| UNH | UnitedHealth Group | $41.73万 | 0.12% | 1,542 | 339 | 28.2% | $9.17万 | 加仓 |
| GILD | Gilead Sciences Inc | $41.74万 | 0.12% | 2,995 | 446 | 17.5% | $6.22万 | 加仓 |
| CME | Cme Group Inc Com | $42.00万 | 0.12% | 1,422 | 213 | 17.6% | $6.29万 | 加仓 |
| JBHT | Hunt J.B. Transport | $42.30万 | 0.12% | 1,996 | 583 | 41.3% | $12.35万 | 加仓 |
| ROST | Ross Stores Inc | $42.48万 | 0.12% | 1,961 | 428 | 27.9% | $9.27万 | 加仓 |
| FTI | Technipfmc PLC Usd1 | $44.38万 | 0.13% | 6,415 | 948 | 17.3% | $6.56万 | 加仓 |
| NEE | Nextera Energy Inc | $44.55万 | 0.13% | 4,797 | 447 | 10.3% | $4.15万 | 加仓 |
| PSX | Phillips 66 | $45.12万 | 0.13% | 2,477 | 713 | 40.4% | $12.99万 | 加仓 |
| ABT | Abbott Laboratories | $46.27万 | 0.13% | 4,506 | 1,225 | 37.3% | $12.58万 | 加仓 |
| DAL | Delta Air Lines Inc | $48.11万 | 0.14% | 7,237 | 1,378 | 23.5% | $9.16万 | 加仓 |
| CSCO | Cisco Systems | $49.50万 | 0.14% | 6,380 | 412 | 6.9% | $3.20万 | 加仓 |
| SLV | iShares Silver Trust | $51.11万 | 0.15% | 7,501 | 0 | 0.0% | — | 不变 |
| CB | Chubb Limited Com | $51.83万 | 0.15% | 1,585 | -84 | -5.0% | -$2.75万 | 减仓 |
| ANET | Arista Networks Inc | $51.97万 | 0.15% | 4,233 | 382 | 9.9% | $4.69万 | 加仓 |
| MA | Mastercard | $53.28万 | 0.15% | 1,066 | 91 | 9.3% | $4.55万 | 加仓 |
| APH | Amphenol Corp Class | $54.41万 | 0.16% | 4,298 | 1,215 | 39.4% | $15.38万 | 加仓 |
| ORCL | Oracle Corp | $54.59万 | 0.16% | 3,711 | 730 | 24.5% | $10.74万 | 加仓 |
| AMD | Advanced Micro | $54.64万 | 0.16% | 2,686 | 820 | 43.9% | $16.68万 | 加仓 |
| SCHW | Schwab Charles Corp | $55.48万 | 0.16% | 5,904 | 750 | 14.6% | $7.05万 | 加仓 |
| LKFN | Lakeland Financial | $55.56万 | 0.16% | 9,682 | -1,501 | -13.4% | -$8.61万 | 减仓 |
| PNC | PNC Financial | $56.08万 | 0.16% | 2,695 | 229 | 9.3% | $4.77万 | 加仓 |
| EIX | Edison International | $56.12万 | 0.16% | 7,669 | 915 | 13.5% | $6.70万 | 加仓 |
| RTX | RTX Corporation Com | $56.13万 | 0.16% | 2,910 | 418 | 16.8% | $8.06万 | 加仓 |
| LRCX | Lam Research Corp | $56.19万 | 0.16% | 2,627 | 282 | 12.0% | $6.03万 | 加仓 |
| VT | Vanguard Total World Stock ETF | $56.29万 | 0.16% | 4,070 | 705 | 21.0% | $9.75万 | 加仓 |
| ABNB | Airbnb Inc Com CL A | $57.44万 | 0.17% | 4,549 | 1,953 | 75.2% | $24.66万 | 加仓 |
| MRSH | Marsh &mclennan | $57.49万 | 0.17% | 3,314 | 2,161 | 187.4% | $37.49万 | 加仓 |
| HD | Home Depot | $58.38万 | 0.17% | 1,775 | 456 | 34.6% | $15.00万 | 加仓 |
| LMT | Lockheed Martin Corp | $59.67万 | 0.17% | 987 | 239 | 32.0% | $14.45万 | 加仓 |
| IJH | iShares Core S&P Mid-Cap ETF | $60.10万 | 0.17% | 8,900 | 4,847 | 119.6% | $32.73万 | 加仓 |
| AMAT | Applied Materials | $64.09万 | 0.18% | 1,875 | 493 | 35.7% | $16.85万 | 加仓 |
| BAC | Bank America Corp | $64.60万 | 0.19% | 13,251 | -341 | -2.5% | -$1.66万 | 减仓 |
| — | Mesoblast LTD F Sponsored ADR | $64.62万 | 0.19% | 42,015 | 0 | 0.0% | — | 不变 |
| FDX | Fedex Corp Com | $64.78万 | 0.19% | 1,812 | 257 | 16.5% | $9.19万 | 加仓 |
| WDC | Western Digital | $64.84万 | 0.19% | 2,397 | 205 | 9.4% | $5.55万 | 加仓 |
| TJX | TJX Companies Inc | $65.29万 | 0.19% | 4,088 | 691 | 20.3% | $11.04万 | 加仓 |
| FCX | Freeport-Mcmoran Inc | $65.87万 | 0.19% | 11,206 | 3,029 | 37.0% | $17.80万 | 加仓 |
| INTC | Intel | $67.35万 | 0.19% | 15,263 | 36 | 0.2% | $1,589 | 加仓 |
| BA | Boeing Co | $67.37万 | 0.19% | 3,385 | 1,298 | 62.2% | $25.84万 | 加仓 |
| BKNG | Booking Holdings Inc | $67.79万 | 0.20% | 161 | 64 | 66.0% | $26.95万 | 加仓 |
| CVX | Chevron Corp. | $68.81万 | 0.20% | 3,326 | 1,085 | 48.4% | $22.45万 | 加仓 |
| DHR | Danaher Corporation | $69.47万 | 0.20% | 3,656 | 1,904 | 108.7% | $36.18万 | 加仓 |
| GM | General MTRS Co Com | $70.14万 | 0.20% | 9,415 | 1,603 | 20.5% | $11.94万 | 加仓 |
| C | Citigroup Inc | $70.16万 | 0.20% | 6,186 | 392 | 6.8% | $4.45万 | 加仓 |
| GEV | GE Vernova LLC Wi When | $70.66万 | 0.20% | 809 | 237 | 41.4% | $20.70万 | 加仓 |
| GS | Goldman Sachs Group | $73.14万 | 0.21% | 865 | 76 | 9.6% | $6.43万 | 加仓 |
| PCG | PG&E Corp Com NPV | $75.72万 | 0.22% | 42,971 | 11,305 | 35.7% | $19.92万 | 加仓 |
| USRT | iShares Core U.S. REIT ETF | $77.52万 | 0.22% | 13,096 | -27,721 | -67.9% | -$164.08万 | 减仓 |
| FIX | Comfort Systems USA | $79.43万 | 0.23% | 576 | 72 | 14.3% | $9.93万 | 加仓 |
| SPNT | Siriuspoint LTD Com | $79.93万 | 0.23% | 37,107 | -456 | -1.2% | -$9,822 | 减仓 |