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 |
|---|---|---|---|---|---|---|---|---|
| TXT | Textron Inc | $21.12万 | 0.06% | 2,411 | 2,411 | — | $21.12万 | 新建仓 |
| PGR | Progressive Corp Com | $21.05万 | 0.06% | 1,062 | 66 | 6.6% | $1.31万 | 加仓 |
| CMG | Chipotle Mexican | $20.99万 | 0.06% | 6,556 | -1,885 | -22.3% | -$6.03万 | 减仓 |
| NTRS | Northern Trust Corp | $20.87万 | 0.06% | 1,490 | 1,490 | — | $20.87万 | 新建仓 |
| MKTX | Marketaxess Holdings | $20.75万 | 0.06% | 1,258 | -350 | -21.8% | -$5.77万 | 减仓 |
| PODD | Insulet Corp | $20.67万 | 0.06% | 985 | 985 | — | $20.67万 | 新建仓 |
| KMX | Carmax Inc | $20.39万 | 0.06% | 4,905 | 4,905 | — | $20.39万 | 新建仓 |
| A | Agilent Technologies | $20.38万 | 0.06% | 1,783 | 1,783 | — | $20.38万 | 新建仓 |
| CPRT | Copart Inc Com | $20.37万 | 0.06% | 6,135 | 6,135 | — | $20.37万 | 新建仓 |
| VLO | Valero Energy Corp | $20.36万 | 0.06% | 824 | 824 | — | $20.36万 | 新建仓 |
| RBLX | Roblox Corp CL A | $20.30万 | 0.06% | 3,589 | -1,993 | -35.7% | -$11.27万 | 减仓 |
| ZM | Zoom Video | $20.23万 | 0.06% | 2,517 | -1,242 | -33.0% | -$9.98万 | 减仓 |
| DELL | Dell Technologies | $20.20万 | 0.06% | 1,231 | 1,231 | — | $20.20万 | 新建仓 |
| BMRN | Biomarin | $20.18万 | 0.06% | 3,573 | 3,573 | — | $20.18万 | 新建仓 |
| LRMR | Larimar Therapeutics | $13.27万 | 0.04% | 29,493 | 171 | 0.6% | $770 | 加仓 |
| EMXC | iShares MSCI Emerging Markets Ex China ETF | $11.80万 | 0.03% | 1,500 | 1,500 | — | $11.80万 | 新建仓 |
| — | Inotiv Inc | $1.79万 | 0.01% | 65,710 | 0 | 0.0% | — | 不变 |
| — | Alight Inc Com CL A | $5,857 | 0.00% | 10,051 | 10,051 | — | $5,857 | 新建仓 |
| — | 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 |