13F 机构持仓

Financial Connections Group, Inc.

CORTE MADERA CA · SEC CIK 0001907157

2026Q22026Q1 更早 9 个季度 🔒
$2.88亿2026Q1 申报市值
251持仓数
56.4%前十大占比 · 第一大 15.1%
28 / 13新建仓 / 清仓
申报市值走势$2.88亿2026Q1
26Q1

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

DFAU 15.1%
ESGV 6.5%
DFIV 5.9%
JCPB 5.7%
VUG 4.8%
USXF 4.4%
JPIB 4.0%
PBFR 3.5%
VSGX 3.3%
DFAX 3.1%

2026Q1 买入最多 按季末市值估算

JPIB 加仓+$352.88万
INMU 加仓+$105.06万
DFAI 加仓+$87.41万
BILZ 加仓+$78.33万
DIHP 加仓+$67.32万

2026Q1 卖出最多 按季末市值估算

ESGV 减仓-$91.08万
USXF 减仓-$76.67万
VIGI 减仓-$71.47万
DFIV 减仓-$60.74万
JPST 减仓-$60.43万

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
NOW SERVICENOW INC $00.00%0 -465-100.0% -$7.10万 清仓
PTC PTC INC $00.00%0 -100-100.0% -$1.70万 清仓
DLB DOLBY LABORATORIES INC $00.00%0 -227-100.0% -$1.40万 清仓
XLE SELECT SECTOR SPDR TR $00.00%0 -225-100.0% -$1.00万 清仓
DELL DELL TECHNOLOGIES INC $00.00%0 -73-100.0% -$9,000 清仓
UBER UBER TECHNOLOGIES INC $00.00%0 -81-100.0% -$6,000 清仓
— INVESCO EXCH TRADED FD TR II $00.00%0 -200-100.0% -$3,000 清仓
MA MASTERCARD INCORPORATED $00.00%0 -6-100.0% -$3,000 清仓
PG PROCTER AND GAMBLE CO $00.00%0 -16-100.0% -$2,000 清仓
HELO J P MORGAN EXCHANGE TRADED F $00.00%0 -19-100.0% -$1,000 清仓
NUS NU SKIN ENTERPRISES INC $00.00%109 00.0% — 不变
TDAY GANNETT CO INC $00.00%0 -250-100.0% -$1,000 清仓
FG F&G ANNUITIES & LIFE INC $00.00%0 -6-100.0% — 清仓
— HARVARD BIOSCIENCE INC $00.00%30 -270-90.0% — 减仓
UCO PROSHARES TR II $00.00%5 00.0% — 不变
SPHY SPDR SERIES TRUST $00.00%0 -33-100.0% — 清仓
— WARNER BROS DISCOVERY INC $00.00%11 8266.7% — 加仓
BND VANGUARD BD INDEX FDS $00.00%12 00.0% — 不变
KD KYNDRYL HLDGS INC $00.00%3 00.0% — 不变
GEHC GE HEALTHCARE TECHNOLOGIES I $00.00%8 00.0% — 不变
VVX V2X INC $00.00%6 00.0% — 不变
WM WASTE MGMT INC DEL $00.00%1 00.0% — 不变
— LUCID GROUP INC $00.00%15 00.0% — 不变
CRNC CERENCE INC $00.00%21 00.0% — 不变
SNAP SNAP INC $00.00%20 00.0% — 不变
KTB KONTOOR BRANDS INC $1,0000.00%26 00.0% — 不变
C CITIGROUP INC $1,0000.00%14 00.0% — 不变
DKS DICKS SPORTING GOODS INC $1,0000.00%10 00.0% — 不变
PCG PG&E CORP $1,0000.00%100 00.0% — 不变
ZIM ZIM INTEGRATED SHIPPING SERV $1,0000.00%50 00.0% — 不变
NIO NIO INC $2,0000.00%400 400— $2,000 新建仓
ECL ECOLAB INC $2,0000.00%10 10— $2,000 新建仓
UPS UNITED PARCEL SERVICE INC $3,0000.00%31 00.0% — 不变
RF REGIONS FINANCIAL CORP NEW $3,0000.00%135 00.0% — 不变
BSV VANGUARD BD INDEX FDS $3,0000.00%41 34485.7% $2,488 加仓
WMB WILLIAMS COS INC $3,0000.00%53 53— $3,000 新建仓
MRVL MARVELL TECHNOLOGY INC $4,0000.00%50 -50-50.0% -$4,000 减仓
UWMC UWM HOLDINGS CORPORATION $4,0000.00%1,299 272.1% $83 加仓
MS MORGAN STANLEY $4,0000.00%28 00.0% — 不变
VZ VERIZON COMMUNICATIONS INC $4,0000.00%83 00.0% — 不变
ZD ZIFF DAVIS INC $4,0000.00%105 00.0% — 不变
WMT WALMART INC $4,0000.00%33 33— $4,000 新建仓
IEMG ISHARES INC $4,0000.00%70 70— $4,000 新建仓
GEO GEO GROUP INC NEW $5,0000.00%300 -600-66.7% -$1.00万 减仓
LOW LOWES COS INC $5,0000.00%21 -30-58.8% -$7,143 减仓
CCL CARNIVAL CORP $5,0000.00%200 00.0% — 不变
VOTE TCW ETF TRUST $5,0000.00%71 11.4% $70 加仓
VAW VANGUARD WORLD FD $5,0000.00%25 00.0% — 不变
EDV VANGUARD WORLD FD $5,0000.00%80 00.0% — 不变
PWRD TCW ETF TRUST $5,0000.00%61 00.0% — 不变
RIVN RIVIAN AUTOMOTIVE INC $5,0000.00%360 260260.0% $3,611 加仓
QUAL ISHARES TR $5,0000.00%31 -34-52.3% -$5,484 重新持有
UNH UNITEDHEALTH GROUP INC $6,0000.00%24 00.0% — 不变
SBSW SIBANYE STILLWATER LTD $6,0000.00%500 00.0% — 不变
PEG PUBLIC SVC ENTERPRISE GRP IN $6,0000.00%75 00.0% — 不变
LUV SOUTHWEST AIRLS CO $7,0000.00%200 00.0% — 不变
HLN HALEON PLC $7,0000.00%741 00.0% — 不变
PXF INVESCO EXCH TRADED FD TR II $7,0000.00%109 00.0% — 不变
VFH VANGUARD WORLD FD $7,0000.00%60 60— $7,000 新建仓
VHT VANGUARD WORLD FD $7,0000.00%28 28— $7,000 新建仓
AVGO BROADCOM INC $7,0000.00%25 25— $7,000 新建仓
VDE VANGUARD WORLD FD $7,0000.00%46 46— $7,000 新建仓
— ISHARES TR $8,0000.00%100 00.0% — 不变
MOO VANECK ETF TRUST $8,0000.00%100 00.0% — 不变
AR ANTERO RESOURCES CORP $8,0000.00%200 00.0% — 不变
VIAV VIAVI SOLUTIONS INC $8,0000.00%250 00.0% — 不变
VNQ VANGUARD INDEX FDS $8,0000.00%97 97— $8,000 新建仓
GLD SPDR GOLD TR $8,0000.00%20 20— $8,000 新建仓
EXC EXELON CORP $9,0000.00%188 00.0% — 不变
EQT EQT CORP $9,0000.00%146 6784.8% $4,130 加仓
WTMF WISDOMTREE TR $9,0000.00%229 229— $9,000 新建仓
ANIK ANIKA THERAPEUTICS INC $9,0000.00%650 650— $9,000 新建仓
LLY ELI LILLY & CO $9,0000.00%10 10— $9,000 新建仓
PPG PPG INDS INC $1.00万0.00%101 00.0% — 不变
VTIP VANGUARD MALVERN FDS $1.00万0.00%202 00.0% — 不变
IAGG ISHARES TR $1.00万0.00%203 10.5% $49 加仓
LNG CHENIERE ENERGY INC $1.00万0.00%38 38— $1.00万 新建仓
HSBC HSBC HLDGS PLC $1.10万0.00%143 00.0% — 不变
VTRS VIATRIS INC $1.10万0.00%868 00.0% — 不变
SMFG SUMITOMO MITSUI FINL GROUP I $1.10万0.00%561 00.0% — 不变
USB US BANCORP DEL $1.10万0.00%213 213— $1.10万 新建仓
NFLX NETFLIX INC $1.10万0.00%120 120— $1.10万 新建仓
XLC SELECT SECTOR SPDR TR $1.20万0.00%115 00.0% — 不变
PRME PRIME MEDICINE INC $1.20万0.00%3,712 00.0% — 不变
CSCO CISCO SYS INC $1.20万0.00%163 00.0% — 不变
VXF VANGUARD INDEX FDS $1.20万0.00%60 00.0% — 不变
ON ON SEMICONDUCTOR CORP $1.20万0.00%200 00.0% — 不变
ACN ACCENTURE PLC IRELAND $1.30万0.00%66 00.0% — 不变
XYL XYLEM INC $1.30万0.00%109 00.0% — 不变
FNDA SCHWAB STRATEGIC TR $1.30万0.00%418 00.0% — 不变
BUFR FIRST TR EXCHNG TRADED FD VI $1.30万0.00%408 00.0% — 不变
— ISHARES INC $1.30万0.00%300 00.0% — 不变
VGSR MANAGER DIRECTED PORTFOLIOS $1.40万0.00%1,440 130.9% $126 加仓
PXH INVESCO EXCH TRADED FD TR II $1.40万0.00%548 00.0% — 不变
ENB ENBRIDGE INC $1.40万0.00%264 00.0% — 不变
DRD DRDGOLD LIMITED $1.50万0.01%537 00.0% — 不变
ZBH ZIMMER BIOMET HOLDINGS INC $1.50万0.01%169 00.0% — 不变
VALE VALE S A $1.50万0.01%1,000 00.0% — 不变
QAI NEW YORK LIFE INVESTMENTS ET $1.50万0.01%449 449— $1.50万 新建仓
GOVT ISHARES TR $1.60万0.01%716 40.6% $89 加仓