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 |
|---|---|---|---|---|---|---|---|---|
| SYK | Stryker Corporation | $38.86万 | 0.11% | 1,179 | 1,179 | — | $38.86万 | 新建仓 |
| CI | The CIGNA Group Com | $38.71万 | 0.11% | 1,451 | 1,451 | — | $38.71万 | 新建仓 |
| — | Honeywell | $38.36万 | 0.11% | 1,697 | 1,697 | — | $38.36万 | 新建仓 |
| KO | Coca-Cola | $38.19万 | 0.11% | 4,982 | 611 | 14.0% | $4.68万 | 加仓 |
| SPGI | S&P Global Inc Com | $37.98万 | 0.11% | 893 | 893 | — | $37.98万 | 新建仓 |
| EME | Emcor Group Inc Com | $37.95万 | 0.11% | 514 | 181 | 54.4% | $13.36万 | 加仓 |
| CNC | Centene Corp | $37.70万 | 0.11% | 11,514 | -1,390 | -10.8% | -$4.55万 | 减仓 |
| FITB | Fifth Third Bancorp | $37.15万 | 0.11% | 7,885 | -50 | -0.6% | -$2,356 | 减仓 |
| ACN | Accenture PLC | $37.00万 | 0.11% | 1,866 | -178 | -8.7% | -$3.53万 | 减仓 |
| TER | Teradyne Inc Com | $36.61万 | 0.11% | 1,235 | 1,235 | — | $36.61万 | 新建仓 |
| UBER | Uber Technologies | $36.53万 | 0.11% | 5,078 | 1,309 | 34.7% | $9.42万 | 加仓 |
| GD | General Dynamics | $36.15万 | 0.10% | 1,053 | 310 | 41.7% | $10.64万 | 加仓 |
| MCK | Mckesson Corp | $35.96万 | 0.10% | 415 | 48 | 13.1% | $4.16万 | 加仓 |
| COP | Conocophillips Com | $35.69万 | 0.10% | 2,704 | 188 | 7.5% | $2.48万 | 加仓 |
| WMB | Williams Cos Inc Com | $35.41万 | 0.10% | 4,865 | -1,083 | -18.2% | -$7.88万 | 减仓 |
| ILMN | Illumina Inc Com | $35.36万 | 0.10% | 2,869 | -72 | -2.4% | -$8,875 | 减仓 |
| MS | Morgan Stanley Com | $35.33万 | 0.10% | 2,147 | -490 | -18.6% | -$8.06万 | 减仓 |
| BURL | Burlington Stores | $35.17万 | 0.10% | 1,081 | 1,081 | — | $35.17万 | 新建仓 |
| CMI | Cummins Inc | $34.87万 | 0.10% | 648 | 164 | 33.9% | $8.83万 | 加仓 |
| PFE | Pfizer | $34.79万 | 0.10% | 12,391 | 2,381 | 23.8% | $6.69万 | 加仓 |
| DIS | Walt Disney | $34.04万 | 0.10% | 3,532 | 862 | 32.3% | $8.31万 | 加仓 |
| VRSN | Verisign Inc | $33.95万 | 0.10% | 1,367 | 5 | 0.4% | $1,242 | 加仓 |
| INCY | Incyte Corp | $33.67万 | 0.10% | 3,577 | -127 | -3.4% | -$1.20万 | 减仓 |
| TRV | Travelers | $33.46万 | 0.10% | 1,147 | 384 | 50.3% | $11.20万 | 加仓 |
| AXP | American Express Co | $33.45万 | 0.10% | 1,106 | 115 | 11.6% | $3.48万 | 加仓 |
| ADBE | Adobe Inc Com | $33.33万 | 0.10% | 1,371 | 687 | 100.4% | $16.70万 | 加仓 |
| CRM | Salesforce | $32.91万 | 0.09% | 1,763 | -109 | -5.8% | -$2.03万 | 减仓 |
| IEMG | iShares Core MSCI Emerging Markets ETF | $32.59万 | 0.09% | 4,672 | -3,084 | -39.8% | -$21.51万 | 减仓 |
| FTNT | Fortinet Inc Com | $32.08万 | 0.09% | 3,926 | 3,926 | — | $32.08万 | 新建仓 |
| ISRG | Intuitive Surgical | $31.99万 | 0.09% | 694 | 94 | 15.7% | $4.33万 | 加仓 |
| DG | Dollar Gen Corp New | $31.24万 | 0.09% | 2,631 | 2,631 | — | $31.24万 | 新建仓 |
| ADI | Analog Devices Inc | $31.16万 | 0.09% | 980 | -6 | -0.6% | -$1,908 | 减仓 |
| BSX | Boston Scientific | $30.61万 | 0.09% | 4,878 | 4,878 | — | $30.61万 | 新建仓 |
| PM | Philip Morris | $30.46万 | 0.09% | 1,821 | -215 | -10.6% | -$3.60万 | 减仓 |
| NBIX | Neurocrine | $30.22万 | 0.09% | 2,294 | 691 | 43.1% | $9.10万 | 加仓 |
| COF | Capital One | $30.11万 | 0.09% | 1,650 | -277 | -14.4% | -$5.05万 | 减仓 |
| TPR | Tapestry Inc Com | $29.69万 | 0.09% | 2,104 | 241 | 12.9% | $3.40万 | 加仓 |
| EXPE | Expedia Group Inc | $29.62万 | 0.09% | 1,283 | -359 | -21.9% | -$8.29万 | 减仓 |
| SNOW | Snowflake Inc CL A | $29.62万 | 0.09% | 1,964 | 78 | 4.1% | $1.18万 | 加仓 |
| ITT | ITT Inc Com | $29.53万 | 0.09% | 1,548 | 1,548 | — | $29.53万 | 新建仓 |
| TXRH | Texas Roadhouse Inc | $29.36万 | 0.08% | 1,778 | 1,778 | — | $29.36万 | 新建仓 |
| FMB | First Trust Managed Municipal ETF | $29.19万 | 0.08% | 5,761 | -5,636 | -49.5% | -$28.55万 | 减仓 |
| HWM | Howmet Aerospace Inc | $29.13万 | 0.08% | 1,264 | 143 | 12.8% | $3.30万 | 加仓 |
| AMP | Ameriprise Financial | $28.93万 | 0.08% | 651 | 651 | — | $28.93万 | 新建仓 |
| TOL | Toll Brothers Inc | $28.86万 | 0.08% | 2,115 | 587 | 38.4% | $8.01万 | 加仓 |
| MDT | Medtronic PLC | $28.50万 | 0.08% | 3,254 | -2,071 | -38.9% | -$18.14万 | 减仓 |
| AXS | Axis Cap HLDGS LTD | $28.46万 | 0.08% | 2,794 | 350 | 14.3% | $3.56万 | 加仓 |
| ULTA | Ulta Beauty Inc Com | $28.23万 | 0.08% | 540 | 540 | — | $28.23万 | 新建仓 |
| LULU | Lululemon Athletica | $27.96万 | 0.08% | 1,826 | 1,826 | — | $27.96万 | 新建仓 |
| KKR | KKR &co Inc Com | $27.95万 | 0.08% | 3,022 | 3,022 | — | $27.95万 | 新建仓 |
| WFC | Wells Fargo Co New | $27.83万 | 0.08% | 3,496 | -226 | -6.1% | -$1.80万 | 减仓 |
| DOW | Dow Inc Com | $27.79万 | 0.08% | 6,673 | 6,673 | — | $27.79万 | 新建仓 |
| LVS | Las Vegas Sands Corp | $27.66万 | 0.08% | 5,134 | 1,081 | 26.7% | $5.82万 | 加仓 |
| SLYV | SPDR S&P 600 Small Cap Value ETF | $27.64万 | 0.08% | 2,922 | 132 | 4.7% | $1.25万 | 加仓 |
| IXUS | iShares Core MSCI Total International Stock ETF | $27.30万 | 0.08% | 3,151 | 0 | 0.0% | — | 不变 |
| BLK | BlackRock Inc New | $27.12万 | 0.08% | 282 | -41 | -12.7% | -$3.94万 | 减仓 |
| AME | Ametek Inc Com | $27.12万 | 0.08% | 1,265 | 36 | 2.9% | $7,717 | 加仓 |
| NYT | New York Times Co | $27.04万 | 0.08% | 3,229 | 3,229 | — | $27.04万 | 新建仓 |
| FIVE | Five Below Inc | $26.98万 | 0.08% | 1,181 | 1,181 | — | $26.98万 | 新建仓 |
| SNDK | Sandisk Corp | $26.94万 | 0.08% | 424 | 424 | — | $26.94万 | 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 |
| RL | Ralph Lauren Corp | $26.73万 | 0.08% | 775 | 775 | — | $26.73万 | 新建仓 |
| UNP | Union Pac Corp Com | $26.69万 | 0.08% | 1,100 | 165 | 17.6% | $4.00万 | 加仓 |
| TSM | Taiwan Semiconductor | $26.53万 | 0.08% | 782 | -256 | -24.7% | -$8.68万 | 减仓 |
| KLAC | Kla Corp Com New | $26.50万 | 0.08% | 180 | 10 | 5.9% | $1.47万 | 加仓 |
| MTZ | Mastec Inc Com | $26.00万 | 0.08% | 808 | 808 | — | $26.00万 | 新建仓 |
| UPS | United Parcel | $25.44万 | 0.07% | 2,586 | 206 | 8.7% | $2.03万 | 加仓 |
| QQQ | Invesco QQQ ETF | $25.34万 | 0.07% | 439 | 41 | 10.3% | $2.37万 | 加仓 |
| T | AT&T | $25.31万 | 0.07% | 8,731 | -2,065 | -19.1% | -$5.99万 | 减仓 |
| AON | Aon PLC SHS CL A | $25.31万 | 0.07% | 784 | 784 | — | $25.31万 | 新建仓 |
| JPST | JPMorgan Ultra Short Income ETF | $25.28万 | 0.07% | 4,995 | 4,995 | — | $25.28万 | 新建仓 |
| LNG | Cheniere Energy Inc | $25.26万 | 0.07% | 890 | -593 | -40.0% | -$16.83万 | 减仓 |
| DE | Deere & Co | $25.24万 | 0.07% | 447 | 447 | — | $25.24万 | 新建仓 |
| SCHD | Schwab US Dividend ETF | $25.22万 | 0.07% | 8,220 | -750 | -8.4% | -$2.30万 | 减仓 |
| EXE | Chesapeake Energy | $24.71万 | 0.07% | 2,251 | 2,251 | — | $24.71万 | 新建仓 |
| BWA | Borg Warner Inc Com | $24.62万 | 0.07% | 4,538 | 13 | 0.3% | $705 | 加仓 |
| VZ | Verizon | $24.38万 | 0.07% | 4,856 | 4,856 | — | $24.38万 | 新建仓 |
| CIEN | Ciena Corp | $23.72万 | 0.07% | 611 | 611 | — | $23.72万 | 新建仓 |
| MMM | 3M | $23.64万 | 0.07% | 1,628 | -616 | -27.5% | -$8.94万 | 减仓 |
| TGT | Target Corp | $23.39万 | 0.07% | 1,930 | 1,930 | — | $23.39万 | 新建仓 |
| CFG | Citizens Finl Group | $23.31万 | 0.07% | 3,887 | -1 | -0.0% | -$60 | 减仓 |
| DINO | HF Sinclair Corp Com | $22.97万 | 0.07% | 3,681 | 3,681 | — | $22.97万 | 新建仓 |
| IQV | Iqvia HLDGS Inc Com | $22.95万 | 0.07% | 1,346 | -348 | -20.5% | -$5.93万 | 减仓 |
| ETN | Eaton Corporation | $22.66万 | 0.07% | 634 | 634 | — | $22.66万 | 新建仓 |
| HUBS | Hubspot Inc | $22.63万 | 0.07% | 927 | 927 | — | $22.63万 | 新建仓 |
| RGLD | Royal Gold Inc Com | $22.52万 | 0.07% | 885 | -39 | -4.2% | -$9,925 | 减仓 |
| SCZ | iShares MSCI EAFE Small-Cap ETF | $22.52万 | 0.07% | 2,872 | -15,004 | -83.9% | -$117.65万 | 减仓 |
| MLI | Mueller Industries | $22.49万 | 0.06% | 2,030 | 2,030 | — | $22.49万 | 新建仓 |
| USB | US Bancorp | $21.88万 | 0.06% | 4,154 | -804 | -16.2% | -$4.23万 | 减仓 |
| NTRA | Natera Inc Com | $21.84万 | 0.06% | 1,092 | -50 | -4.4% | -$9,999 | 减仓 |
| MCD | McDonalds | $21.53万 | 0.06% | 693 | -140 | -16.8% | -$4.35万 | 减仓 |
| TMUS | T-Mobile US Inc Com | $21.51万 | 0.06% | 1,024 | 1,024 | — | $21.51万 | 新建仓 |
| UTHR | United Therapeutics | $21.35万 | 0.06% | 360 | -78 | -17.8% | -$4.63万 | 减仓 |
| CMCSA | Comcast Corp | $21.34万 | 0.06% | 7,435 | 7,435 | — | $21.34万 | 新建仓 |
| TSN | Tyson Foods Inc | $21.30万 | 0.06% | 3,324 | 3,324 | — | $21.30万 | 新建仓 |
| MHK | Mohawk Industries | $21.24万 | 0.06% | 2,157 | 2,157 | — | $21.24万 | 新建仓 |
| XLF | Select Sector SPDR (TR Financial) | $21.16万 | 0.06% | 4,285 | 0 | 0.0% | — | 不变 |
| VEEV | Veeva Systems Inc | $21.15万 | 0.06% | 1,204 | 296 | 32.6% | $5.20万 | 加仓 |
| TRGP | Targa Resources Corp | $21.14万 | 0.06% | 843 | 843 | — | $21.14万 | 新建仓 |
| ECL | Ecolab Inc | $21.13万 | 0.06% | 792 | 792 | — | $21.13万 | 新建仓 |