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 |
|---|---|---|---|---|---|---|---|---|
| — | Genasys Inc | $87.49万 | 0.25% | 480,692 | 0 | 0.0% | — | 不变 |
| CAT | Caterpillar | $88.52万 | 0.26% | 1,250 | -165 | -11.7% | -$11.69万 | 减仓 |
| BMY | Bristol-Myers Squibb | $88.67万 | 0.26% | 14,620 | 4,340 | 42.2% | $26.32万 | 加仓 |
| SCHG | Schwab US Large Cap Growth ETF | $89.82万 | 0.26% | 30,834 | -3,212 | -9.4% | -$9.36万 | 减仓 |
| MRK | Merck &co. Inc Com | $93.85万 | 0.27% | 7,748 | 334 | 4.5% | $4.05万 | 加仓 |
| VRT | Vertiv Holdings Co | $98.00万 | 0.28% | 3,911 | 429 | 12.3% | $10.75万 | 加仓 |
| GE | General Electric Co | $101.80万 | 0.29% | 3,583 | 879 | 32.5% | $24.97万 | 加仓 |
| IWB | iShares Russell 1000 ETF | $102.23万 | 0.30% | 2,867 | 0 | 0.0% | — | 不变 |
| NFLX | Netflix Inc | $104.55万 | 0.30% | 10,874 | 1,738 | 19.0% | $16.71万 | 加仓 |
| PLTR | Palantir | $110.12万 | 0.32% | 7,528 | 39 | 0.5% | $5,705 | 加仓 |
| VNQ | Vanguard Real Estate ETF | $116.37万 | 0.34% | 13,119 | -330 | -2.5% | -$2.93万 | 减仓 |
| COST | Costco Wholesale | $116.84万 | 0.34% | 1,173 | 513 | 77.7% | $51.10万 | 加仓 |
| PEP | Pepsico Inc | $119.23万 | 0.34% | 7,678 | 1,230 | 19.1% | $19.10万 | 加仓 |
| V | Visa Inc | $119.99万 | 0.35% | 3,970 | 242 | 6.5% | $7.31万 | 加仓 |
| PG | Procter & Gamble | $120.08万 | 0.35% | 8,314 | 2,500 | 43.0% | $36.11万 | 加仓 |
| JNJ | Johnson & Johnson | $125.54万 | 0.36% | 5,136 | 663 | 14.8% | $16.21万 | 加仓 |
| MKL | Markel Group Inc Com | $127.86万 | 0.37% | 668 | -27 | -3.9% | -$5.17万 | 减仓 |
| MU | Micron Technology | $134.42万 | 0.39% | 3,977 | 498 | 14.3% | $16.83万 | 加仓 |
| CGMU | Capital Group Municipal Inc ETF | $136.26万 | 0.39% | 50,187 | 1,216 | 2.5% | $3.30万 | 加仓 |
| WMT | Wal-Mart | $148.76万 | 0.43% | 11,946 | 484 | 4.2% | $6.03万 | 加仓 |
| — | ExxonMobil | $164.59万 | 0.48% | 9,701 | 1,139 | 13.3% | $19.32万 | 加仓 |
| BRK/B | Berkshire Hathaway | $201.07万 | 0.58% | 4,196 | 465 | 12.5% | $22.28万 | 加仓 |
| TSLA | Tesla Motors | $221.30万 | 0.64% | 5,953 | 650 | 12.3% | $24.16万 | 加仓 |
| JPM | JPMorgan Chase | $223.59万 | 0.65% | 7,601 | 1,001 | 15.2% | $29.44万 | 加仓 |
| META | Meta Platforms Inc | $236.30万 | 0.68% | 4,130 | 383 | 10.2% | $21.91万 | 加仓 |
| AVGO | Broadcom Inc Com | $304.08万 | 0.88% | 9,824 | 2,373 | 31.8% | $73.45万 | 加仓 |
| IEFA | iShares Core MSCI EAFE ETF | $402.92万 | 1.16% | 44,507 | -9,725 | -17.9% | -$88.04万 | 减仓 |
| VOO | Vanguard S&P 500 ETF | $432.26万 | 1.25% | 7,234 | 964 | 15.4% | $57.60万 | 加仓 |
| EFA | iShares MSCI EAFE ETF | $496.70万 | 1.43% | 51,138 | -5,350 | -9.5% | -$51.96万 | 减仓 |
| AMZN | Amazon.Com Inc | $525.21万 | 1.52% | 25,218 | 5,273 | 26.4% | $109.82万 | 加仓 |
| MSFT | Microsoft | $608.65万 | 1.76% | 16,443 | 4,410 | 36.6% | $163.24万 | 加仓 |
| GOOG | Alphabet Inc Cap STK | $618.45万 | 1.79% | 21,529 | 14,037 | 187.4% | $403.23万 | 加仓 |
| VB | Vanguard Small-Cap Index Fund ETF | $700.10万 | 2.02% | 26,726 | -4,100 | -13.3% | -$107.40万 | 减仓 |
| NVDA | Nvidia Corporation | $843.19万 | 2.43% | 48,346 | 10,937 | 29.2% | $190.75万 | 加仓 |
| AAPL | Apple Inc | $1,115.54万 | 3.22% | 43,955 | 4,022 | 10.1% | $102.08万 | 加仓 |
| SCHP | Schwab US TIPS ETF | $1,279.21万 | 3.69% | 480,724 | 106,940 | 28.6% | $284.57万 | 加仓 |
| VTI | Vanguard Total Stock Market Index Fund ETF | $1,332.08万 | 3.85% | 41,522 | 16,864 | 68.4% | $541.02万 | 加仓 |
| LLY | Eli Lilly & Co | $1,434.52万 | 4.14% | 15,597 | 415 | 2.7% | $38.17万 | 加仓 |
| SPY | SPDR S&P 500 ETF Trust | $1,694.79万 | 4.89% | 25,988 | 317 | 1.2% | $20.67万 | 加仓 |
| IJR | iShares Core S&P Small Cap ETF | $3,990.14万 | 11.52% | 320,983 | 18,947 | 6.3% | $235.53万 | 加仓 |
| VEA | Vanguard FTSE Developed Markets ETF | $4,148.50万 | 11.97% | 647,394 | -904 | -0.1% | -$5.79万 | 减仓 |
| IVV | iShares Core S&P 500 ETF | $4,995.17万 | 14.42% | 76,471 | 8,844 | 13.1% | $577.70万 | 加仓 |