13FBOX
Finivi Inc. · 13F 持仓分析
期权收益计算器 机构排行

Finivi Inc.

No.7226
最新持仓市值 (Q2 2026)
$1.95亿
环比变动 Q1 2026
+$1,182.6万+6.5%
持仓股票数
111
新买入
16
加仓
33
减仓
59
清仓
8
持股不变
3
持仓市值走势图
持仓板块构成
股票 历史所有权投资组合占比上一季度占比Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
SSSGA ACTIVE ETF TRWIP
5.29%5.74%$1,032.2万26.2万股$1,050.8万26.4万股-2,961股-1.12%减仓
V先锋领航斯科茨代尔基金VCIT
5.22%5.57%$1,018.0万12.3万股$1,019.4万12.3万股-23股-0.02%减仓
V先锋领航指数基金VOO
5.2%4.96%$1,013.9万1.4万股$907.7万1.6万股-1,958股-12.45%减仓
AAlphabet Inc Class CGOOG
3.55%3.45%$691.3万2.0万股$631.3万2.2万股-2,442股-11.10%减仓
博通AVGO
3.46%3.45%$674.1万1.8万股$632.3万2.0万股-2,585股-12.65%减仓
苹果AAPL
3.3%3.22%$643.0万2.2万股$588.9万2.3万股-982股-4.23%减仓
亚马逊AMZN
3.22%3.06%$628.7万2.6万股$560.4万2.7万股-532股-1.98%减仓
礼来LLY
3.22%2.72%$628.5万5,240股$498.6万5,421股-181股-3.34%减仓
沃尔玛WMT
2.84%3.53%$554.4万4.9万股$646.8万5.2万股-3,100股-5.96%减仓
英伟达NVDA
2.83%2.62%$552.2万2.8万股$480.4万2.8万股+52股+0.19%加仓
微软MSFT
2.62%2.75%$510.2万1.4万股$504.2万1.4万股+56股+0.41%加仓
伯克希尔哈撒韦BRK.B
2.16%2.3%$421.3万8,420股$420.7万8,779股-359股-4.09%减仓
Meta平台META
2.06%2.22%$401.3万7,124股$406.7万7,109股+15股+0.21%加仓
摩根大通JPM
2.05%1.95%$399.6万1.2万股$356.6万1.2万股+84股+0.69%加仓
好市多COST
1.98%2.2%$386.2万4,128股$403.0万4,044股+84股+2.08%加仓
S道富XLI
1.91%1.78%$372.5万2.0万股$325.2万2.0万股-1股-0.00%减仓
SSPDR道富系列信托XHS
1.81%$353.5万2.7万股$00股+2.7万股新买入
C花旗集团C
1.69%1.57%$330.4万2.4万股$287.3万2.5万股-1,727股-6.82%减仓
OOREILLY AUTOMOTIVE COMORLY
1.69%1.82%$330.0万3.6万股$333.8万3.6万股-333股-0.92%减仓
VertivVRT
1.67%1.85%$326.3万9,746股$339.4万1.4万股-3,797股-28.04%减仓
NubankNU
1.61%2.13%$314.8万23.6万股$390.9万27.2万股-3.6万股-13.37%减仓
N新纪元能源NEE
1.51%1.69%$294.9万3.4万股$309.8万3.3万股+251股+0.75%加仓
应用材料AMAT
1.42%0.7%$277.3万3,836股$128.6万3,762股+74股+1.97%加仓
PHILIP MORRIS INTLPM
1.39%0.81%$271.8万1.5万股$148.6万8,985股+6,037股+67.19%加仓
麦当劳MCD
1.35%1.82%$263.8万9,760股$332.9万1.1万股-951股-8.88%减仓
AAT&TT
1.29%1.93%$252.4万12.2万股$353.6万12.2万股-11股-0.01%减仓
KROGER COMKR
1.28%1.73%$249.3万4.5万股$317.1万4.4万股+1,061股+2.42%加仓
康宁GLW
1.23%0.46%$240.7万9,422股$83.9万6,172股+3,250股+52.66%加仓
S道富·EET SPDR S&P MIDCAP 400 ETF TRUSTMDY
1.11%1.03%$216.6万3,080股$189.3万3,069股+11股+0.36%加仓
高盛GS
1.06%0.96%$206.8万2,045股$175.3万2,072股-27股-1.30%减仓
SIMON PPTY NEW COMSPG
0.9%$174.7万7,813股$00股+7,813股新买入
RobinhoodHOOD
0.89%0.72%$174.0万1.7万股$131.8万1.9万股-1,669股-8.77%减仓
B巴里克黄金GOLD
0.89%1.15%$173.5万4.7万股$210.5万5.2万股-4,359股-8.45%减仓
MMUELLER INDSMLI
0.89%0.84%$173.4万1.4万股$153.3万1.4万股+270股+1.95%加仓
美光科技MU
0.79%$153.5万1,330股$00股+1,330股新买入
联合太平洋铁路UNP
0.77%0.14%$149.3万5,491股$26.4万1,089股+4,402股+404.22%加仓
罗克韦尔自动化ROK
0.75%0.57%$145.3万2,935股$104.3万2,905股+30股+1.03%加仓
宝洁PG
0.74%0.77%$143.6万9,791股$141.2万9,775股+16股+0.16%加仓
联合健康UNH
0.68%0.46%$133.4万3,211股$84.3万3,115股+96股+3.08%加仓
PALO ALTOPANW
0.65%0.34%$126.2万3,700股$61.4万3,828股-128股-3.34%减仓
CCANADIAN NAT RESCNQ
0.64%0.87%$125.0万3.2万股$158.6万3.3万股-897股-2.76%减仓
J摩根大通交易所交易基金JEPQ
0.6%0.62%$116.2万1.9万股$113.1万2.0万股-1,472股-7.22%减仓
卡特彼勒CAT
0.59%0.44%$115.6万1,085股$80.9万1,142股-57股-4.99%减仓
迪尔DE
0.59%0.6%$114.4万1,804股$109.3万1,940股-136股-7.01%减仓
V先锋领航债券指数基金VUSB
0.57%0.31%$110.7万2.2万股$57.5万1.2万股+1.1万股+92.45%加仓
BBANK OF AMERBAC
0.55%0.5%$106.5万1.9万股$91.1万1.9万股+19股+0.10%加仓
CHUBB LIMITEDCB
0.52%0.53%$102.2万3,000股$97.8万3,000股00.00%持仓不变
SSPDR黄金信托GLD
0.52%0.88%$101.9万2,767股$160.5万3,730股-963股-25.82%减仓
VisaV
0.52%0.48%$101.0万2,943股$88.3万2,922股+21股+0.72%加仓
SSpaceXSPCX
0.52%$100.8万5,898股$00股+5,898股新买入

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