Financial Insights, Inc.
CIK 1642058 · Lihat di SEC EDGAR ↗
- Nilai Portofolio
- $308.6M
- Posisi
- 130
- Per tanggal
- 31 Maret 2026 Data per Q1 2026
#5.111 dari 9.443 berdasarkan nilai 13F · top 54.1%
Nilai portofolio QoQ: +3.4% 13F tidak mengungkapkan kas
- Bobot 10 kepemilikan teratas
- 56,44%
- Bobot 25 kepemilikan teratas
- 74,71%
- Posisi di atas 1%
- 20
- Jumlah posisi efektif
- 22,0
Berdasarkan kepemilikan ekuitas jangka panjang 13F saja (kas, obligasi, posisi jual tidak diungkapkan)
Perputaran Q1 2026: 1,93% Perkiraan pembelian $23.958.516 · penjualan $5.857.314
Kepemilikan median: 6,0 kuartal Dilacak Q4 2024–Q1 2026 · 80,7% masih dipegang
- Posisi baru
- 8
- Meningkat
- 54
- Menurun
- 45
- Tertutup
- 6
Di halaman ini
- Rincian sektor Bagaimana portofolio terbagi di berbagai sektor pasar.
- Portofolio Setiap saham yang dilaporkan dimiliki oleh institusi ini, dari 13F terbarunya.
- Taruhan Bernilai Tinggi Kepemilikan yang paling terkonsentrasi pada manajer ini.
- Taruhan baru terbesar Posisi baru yang dibuka pada kuartal terakhir.
- Pergerakan Teratas Peningkatan dan penurunan posisi terbesar pada kuartal ini.
- Posisi yang keluar Posisi yang sepenuhnya dijual oleh manajer pada kuartal lalu.
Rincian sektor
Technology
11,3%
Retail
2,3%
Industrials
0,9%
Consumer Discretionary
0,8%
Communication Services
0,8%
Energy
0,7%
Financials
0,7%
Healthcare
0,6%
Financial Services
0,2%
Communications
0,2%
Consumer Staples
0,2%
Consumer products
0,1%
Telecommunication
0,1%
Real Estate
0,1%
Lainnya/Tidak terpetakan
81,0%
Portofolio lengkap 130 posisi
| Tipe | Rentetan | Tren 8 kuartal | |||||
|---|---|---|---|---|---|---|---|
| SPYM | $40.981.904 | 13,28% | 535.431 | $2.146.363 | Naik ×5 | ||
| SCHD | $28.871.429 | 9,36% | 941.050 | $3.919.093 | Naik ×2 | ||
| DBEF | $19.597.049 | 6,35% | 396.701 | $1.950.330 | Naik ×5 | ||
| MSFT Microsoft Corporation - Common Stock | $16.889.535 | 5,47% | 45.626 | $-6.378.143 | Turun ×2 | ||
| QQQ Invesco QQQ Trust, Series 1 | $16.097.249 | 5,22% | 27.889 | $478.214 | Naik ×5 | ||
| AAPL Apple Inc. - Common Stock | $12.515.216 | 4,06% | 49.313 | $-682.031 | Naik ×2 | ||
| SPSM | $12.137.319 | 3,93% | 251.186 | $1.353.511 | Naik ×5 | ||
| VUG | $12.079.709 | 3,91% | 27.656 | $-2.617.313 | Turun ×5 | ||
| SPEM | $7.574.491 | 2,45% | 161.469 | $460.842 | Naik ×1 | ||
| BRKB | $7.423.287 | 2,41% | 15.491 | ||||
| VEA | $5.943.880 | 1,93% | 92.757 | $60.840 | Turun ×1 | ||
| VB | $5.529.075 | 1,79% | 21.110 | $-119.095 | Turun ×3 | ||
| VIG | $4.808.175 | 1,56% | 22.357 | $-93.803 | Naik ×1 | ||
| XLK XLK | $4.369.088 | 1,42% | 32.875 | $-332.972 | Naik ×2 | ||
| SPDW | $4.282.520 | 1,39% | 93.812 | $113.662 | Turun ×5 | ||
| VOTE TCW Transform 500 ETF | $3.861.547 | 1,25% | 50.610 | $-406.729 | Turun ×5 | ||
| VV | $3.671.073 | 1,19% | 12.284 | $-221.429 | Turun ×3 | ||
| DIVO | $3.360.162 | 1,09% | 74.920 | $208.672 | Naik ×5 | ||
| PRCS Parnassus Core Select ETF | $3.305.374 | 1,07% | 132.218 | $213.825 | Naik ×1 | ||
| AMZN Amazon.com, Inc. - Common Stock | $3.255.260 | 1,05% | 15.630 | $147.961 | Naik ×3 | ||
| DFAC | $3.038.673 | 0,98% | 78.195 | $-243.820 | Turun ×5 | ||
| NVDA NVIDIA Corporation - Common Stock | $2.871.025 | 0,93% | 16.462 | $-446.120 | Turun ×1 | ||
| VTI | $2.845.639 | 0,92% | 8.870 | $78.851 | Naik ×3 | ||
| RAFE | $2.626.295 | 0,85% | 63.112 | $-22.958 | Naik ×3 | ||
| DON | $2.603.413 | 0,84% | 49.551 | $3.860 | Turun ×5 | ||
| COST Costco Wholesale Corporation - Common Stock | $2.593.707 | 0,84% | 2.603 | $388.704 | Naik ×3 | ||
| VO | $2.453.018 | 0,79% | 8.542 | $-181.418 | Turun ×5 | ||
| CVIE | $2.342.295 | 0,76% | 32.223 | $60.275 | Naik ×3 | ||
| MUB | $2.334.345 | 0,76% | 21.991 | $-227.726 | Turun ×5 | ||
| DGRO | $2.316.630 | 0,75% | 33.010 | $-6.362 | Turun ×2 | ||
| PWRD TCW Transform Systems ETF | $2.233.758 | 0,72% | 22.848 | $121.893 | Naik ×3 | ||
| INEQ | $2.190.265 | 0,71% | 56.101 | $95.959 | Turun ×1 | ||
| VYM | $2.083.471 | 0,68% | 14.068 | $93.136 | Naik ×3 | ||
| IDVO | $2.050.170 | 0,66% | 50.659 | $522.881 | Naik ×2 | ||
| NULG | $1.837.176 | 0,60% | 20.202 | $-132.913 | Naik ×1 | ||
| VEU | $1.820.274 | 0,59% | 24.238 | $37.327 | |||
| DSI | $1.714.960 | 0,56% | 14.151 | $-207.312 | Turun ×5 | ||
| VWO | $1.711.816 | 0,55% | 31.671 | $-3.181 | Turun ×1 | ||
| QUAL | $1.388.117 | 0,45% | 7.237 | $-62.405 | Turun ×5 | ||
| PFF iShares Preferred and Income Securities ETF | $1.357.305 | 0,44% | 44.766 | $107.574 | Naik ×1 | ||
| LGLV | $1.237.973 | 0,40% | 6.951 | $1.960 | Turun ×5 | ||
| CSPF | $1.229.895 | 0,40% | 47.977 | $134.044 | Naik ×3 | ||
| IVV | $1.224.769 | 0,40% | 1.875 | $-345.798 | Turun ×1 | ||
| XOM Exxon Mobil Corporation Common Stock | $1.213.979 | 0,39% | 7.155 | $337.272 | Turun ×1 | ||
| AVGO Broadcom Inc. - Common Stock | $1.191.614 | 0,39% | 3.850 | $-78.919 | Naik ×1 | ||
| XLI XLI | $1.156.046 | 0,37% | 7.148 | $74.394 | Naik ×1 | ||
| DFAS | $1.136.604 | 0,37% | 15.979 | $20.350 | Turun ×1 | ||
| SPYV | $1.008.142 | 0,33% | 17.818 | $61.233 | Naik ×3 | ||
| PSK | $989.810 | 0,32% | 32.095 | $114.564 | Naik ×3 | ||
| IJH | $984.115 | 0,32% | 14.573 | $-14.003 | Turun ×1 | ||
| SBUX Starbucks Corporation - Common Stock | $969.991 | 0,31% | 10.827 | $14.713 | Turun ×1 | ||
| VOO | $963.251 | 0,31% | 1.612 | $53.285 | Naik ×4 | ||
| GOOGL Alphabet Inc. - Class A Common Stock | $932.270 | 0,30% | 3.242 | ||||
| VGT | $846.334 | 0,27% | 1.213 | $-66.494 | Naik ×2 | ||
| JNJ Johnson & Johnson Common Stock | $818.378 | 0,27% | 3.348 | $142.834 | Naik ×1 | ||
| PYLD | $801.903 | 0,26% | 30.607 | $10.841 | Naik ×2 | ||
| SPYD | $773.385 | 0,25% | 16.990 | $34.242 | Turun ×1 | ||
| BLDX | $763.774 | 0,25% | 29.782 | Naik ×1 | |||
| JPM JP Morgan Chase & Co. Common Stock | $731.576 | 0,24% | 2.487 | $-73.652 | Turun ×2 | ||
| V Visa Inc. | $722.354 | 0,23% | 2.390 | $-115.843 | |||
| LLY Eli Lilly and Company Common Stock | $720.180 | 0,23% | 783 | $-20.275 | Naik ×1 | ||
| MCD McDonald's Corporation Common Stock | $712.330 | 0,23% | 2.292 | $42.765 | Naik ×5 | ||
| IWF | $703.134 | 0,23% | 1.649 | $-85.384 | Turun ×1 | ||
| WFC Wells Fargo & Company Common Stock | $696.986 | 0,23% | 8.755 | $-139.764 | Turun ×1 | ||
| IJR | $695.390 | 0,23% | 5.594 | $143.283 | Naik ×2 | ||
| WMT Walmart Inc. - Common Stock | $692.985 | 0,22% | 5.576 | $70.760 | Turun ×3 | ||
| VYMI Vanguard International High Dividend Yield ETF | $660.434 | 0,21% | 7.008 | $38.714 | Naik ×3 | ||
| IWD | $657.676 | 0,21% | 3.078 | $-34.553 | Turun ×1 | ||
| SFBC Sound Financial Bancorp, Inc. - Common Stock | $651.148 | 0,21% | 14.897 | $1.192 | |||
| CVX Chevron Corporation Common Stock | $645.942 | 0,21% | 3.122 | $433.025 | Naik ×1 | ||
| GEV GE Vernova Inc. Common Stock | $618.886 | 0,20% | 709 | $139.819 | Turun ×2 | ||
| SPHD | $612.684 | 0,20% | 12.350 | $53.484 | Naik ×4 | ||
| GOOG Alphabet Inc. - Class C Capital Stock | $590.784 | 0,19% | 2.059 | $-55.308 | |||
| PJIO | $572.575 | 0,19% | 10.344 | $211.484 | Naik ×1 | ||
| NFLX Netflix, Inc. - Common Stock | $545.171 | 0,18% | 5.670 | $-52.080 | Turun ×1 | ||
| IWP | $502.487 | 0,16% | 3.922 | $-56.228 | Turun ×2 | ||
| AMAT Applied Materials, Inc. - Common Stock | $497.304 | 0,16% | 1.455 | $135.719 | Naik ×2 | ||
| VPLS Vanguard Core Plus Bond ETF | $492.845 | 0,16% | 6.352 | $84.772 | Naik ×1 | ||
| VTV | $491.481 | 0,16% | 2.505 | $-5.093 | Turun ×2 | ||
| META Meta Platforms, Inc. - Class A Common Stock | $489.743 | 0,16% | 856 | $-90.476 | Turun ×2 | ||
| CSCO Cisco Systems, Inc. - Common Stock | $482.576 | 0,16% | 6.220 | $10.505 | Naik ×5 | ||
| GLD | $477.622 | 0,15% | 1.110 | Naik ×1 | |||
| DFUS | $470.204 | 0,15% | 6.631 | $-21.617 | |||
| JMHI | $463.867 | 0,15% | 9.309 | $-35.317 | Turun ×1 | ||
| SGOL | $460.389 | 0,15% | 10.318 | $36.526 | |||
| AMD Advanced Micro Devices, Inc. - Common Stock | $452.632 | 0,15% | 2.225 | $-61.138 | Turun ×2 | ||
| KO Coca-Cola Company (The) Common Stock | $443.543 | 0,14% | 5.832 | $23.995 | Turun ×1 | ||
| ABBV AbbVie Inc. Common Stock | $443.322 | 0,14% | 2.038 | $-8.176 | Naik ×1 | ||
| VBK | $438.003 | 0,14% | 1.449 | $260 | |||
| TSLA Tesla, Inc. - Common Stock | $415.988 | 0,13% | 1.119 | $-44.076 | Naik ×2 | ||
| EFA | $403.867 | 0,13% | 4.158 | $14.465 | Naik ×1 | ||
| IVW | $398.830 | 0,13% | 3.526 | $-157.938 | Turun ×1 | ||
| VHT | $385.894 | 0,13% | 1.417 | $-11.805 | Naik ×2 | ||
| SPYX | $380.119 | 0,12% | 7.168 | $-22.651 | |||
| CAT Caterpillar, Inc. Common Stock | $374.743 | 0,12% | 529 | $72.074 | Naik ×3 | ||
| PG Procter & Gamble Company (The) Common Stock | $368.161 | 0,12% | 2.549 | $4.466 | Naik ×5 | ||
| ESGD iShares ESG Aware MSCI EAFE ETF | $358.862 | 0,12% | 3.753 | $1.229 | Turun ×1 | ||
| HDV | $342.964 | 0,11% | 2.527 | $35.656 | |||
| LDUR | $333.238 | 0,11% | 3.478 | $115.497 | Naik ×1 | ||
| VZ Verizon Communications Inc. Common Stock | $313.120 | 0,10% | 6.237 | ||||
| Tidak ada hasil | |||||||
Kepemilikan dengan keyakinan
Posisi meningkat selama 3+ kuartal berturut-turut.
Jumlah saham dilaporkan dalam pengajuan 13F (tidak disesuaikan split)
| Sekuritas | Nilai | % dari portofolio | Rentetan |
|---|---|---|---|
| SPYM | $40.981.904 | 13,28% | naik ×5 |
| DBEF | $19.597.049 | 6,35% | naik ×5 |
| QQQ | $16.097.249 | 5,22% | naik ×5 |
| SPSM | $12.137.319 | 3,93% | naik ×5 |
| DIVO | $3.360.162 | 1,09% | naik ×5 |
| AMZN | $3.255.260 | 1,05% | naik ×3 |
| VTI | $2.845.639 | 0,92% | naik ×3 |
| RAFE | $2.626.295 | 0,85% | naik ×3 |
| COST | $2.593.707 | 0,84% | naik ×3 |
| CVIE | $2.342.295 | 0,76% | naik ×3 |
| PWRD | $2.233.758 | 0,72% | naik ×3 |
| VYM | $2.083.471 | 0,68% | naik ×3 |
| CSPF | $1.229.895 | 0,40% | naik ×3 |
| SPYV | $1.008.142 | 0,33% | naik ×3 |
| PSK | $989.810 | 0,32% | naik ×3 |
Taruhan baru terbesar
Posisi baru dibuka kuartal ini, terbesar diurutkan pertama.
Penggerak teratas (QoQ)
| Sekuritas | Aksi | Saham Δ | Nilai Δ |
|---|---|---|---|
| MSFT | Dipangkas | -2K | -$6.4M |
| SCHD | Beli lebih banyak | +31K | +$3.9M |
| VUG | Dipangkas | -2K | -$2.6M |
| SPYM | Beli lebih banyak | +51K | +$2.1M |
| DBEF | Beli lebih banyak | +30K | +$2.0M |
| SPSM | Beli lebih banyak | +21K | +$1.4M |
| AAPL | Beli lebih banyak | +769 | -$682K |
| IDVO | Beli lebih banyak | +11K | +$523K |
| QQQ | Beli lebih banyak | +2K | +$478K |
| SPEM | Beli lebih banyak | +10K | +$461K |
Posisi yang keluar
Termasuk peristiwa perusahaan (merger, delisting) — tidak semua keluar adalah penjualan
Posisi tertutup mencerminkan perubahan pelaporan 13F; bagi manajer indeks, ini sering kali mekanis (penghapusan pencatatan, M&A, penyeimbangan ulang indeks), bukan keputusan aktif.
| Sekuritas | Kuartal | Saham sebelumnya | Nilai sebelumnya | Harga sejak keluar |
|---|---|---|---|---|
| CASH | 31 Maret 2025 | 0 | $10.599.605 | 15,3% |
| BRKB | 31 Des. 2025 | 16.853 | $8.472.677 | Tidak lagi dilacak |
| TEMP | 30 Sep. 2025 | 22.006 | $1.074.733 | Tidak lagi dilacak |
| GOOGL | 31 Des. 2025 | 3.765 | $915.272 | 9,3% |
| XLV | 30 Sep. 2025 | 5.284 | $712.201 | Tidak lagi dilacak |
| RAFE | 31 Maret 2025 | 14.694 | $534.127 | Tidak lagi dilacak |
| UNP | 31 Des. 2025 | 1.654 | $390.956 | 32,4% |
| UNH | 30 Juni 2025 | 590 | $309.013 | 24,2% |
| RJF | 30 Juni 2025 | 2.061 | $286.294 | 14,3% |
| UNH | 31 Maret 2026 | 857 | $282.904 | 43,1% |
| EMXF | 31 Maret 2025 | 7.373 | $274.794 | 48,9% |
| BND | 31 Maret 2026 | 3.708 | $274.652 | |
| MBNE | 30 Juni 2025 | 9.304 | $270.057 | Tidak lagi dilacak |
| SPYG | 30 Juni 2025 | 3.331 | $267.712 | Tidak lagi dilacak |
| MSI | 31 Maret 2025 | 557 | $257.462 | 9,0% |
| ETN | 31 Maret 2025 | 767 | $254.544 | 54,8% |
| NXPI | 31 Des. 2025 | 1.106 | $251.869 | 3,7% |
| IQV | 31 Maret 2026 | 1.107 | $249.529 | 50,2% |
| TAFL | 30 Sep. 2025 | 10.074 | $246.813 | Tidak lagi dilacak |
| CB | 31 Des. 2025 | 872 | $246.122 | 10,1% |
| VZ | 31 Des. 2025 | 5.587 | $245.535 | 21,4% |
| MSI | 31 Des. 2025 | 534 | $244.193 | 24,5% |
| ETN | 31 Des. 2025 | 648 | $242.514 | 32,1% |
| GBTC | 31 Des. 2025 | 2.616 | $234.838 | Tidak lagi dilacak |
| STE | 31 Des. 2025 | 942 | $233.088 | -6,7% |
| CRM | 31 Maret 2026 | 872 | $231.002 | 10,1% |
| FISV | 30 Juni 2025 | 1.045 | $230.767 | -70,1% |
| EAGG | 30 Sep. 2025 | 4.826 | $229.428 | Tidak lagi dilacak |
| NEE | 31 Des. 2025 | 2.983 | $225.199 | 5,9% |
| FANG | 31 Des. 2025 | 1.544 | $220.946 | 40,8% |
| IJR | 31 Maret 2025 | 1.912 | $220.301 | Tidak lagi dilacak |
| DXCM | 31 Des. 2025 | 3.260 | $219.365 | 34,8% |
| SPGI | 31 Des. 2025 | 447 | $217.559 | -17,0% |
| BA | 31 Maret 2025 | 1.210 | $214.241 | 25,8% |
| PM | 31 Des. 2025 | 1.313 | $212.969 | 18,3% |
| CMG | 31 Des. 2025 | 5.433 | $212.919 | -3,0% |
| UPRO | 31 Maret 2026 | 1.794 | $207.673 | Tidak lagi dilacak |
| O | 31 Des. 2025 | 3.398 | $206.564 | 12,0% |
| LOW | 31 Maret 2025 | 833 | $205.584 | -6,7% |
| MNST | 30 Juni 2025 | 3.500 | $204.820 | -24,0% |
| DE | 30 Sep. 2025 | 401 | $204.072 | 36,4% |
| SPMD | 31 Maret 2025 | 3.720 | $203.447 | Tidak lagi dilacak |
| CVX | 30 Juni 2025 | 1.204 | $201.417 | 44,3% |
| LOW | 31 Maret 2026 | 833 | $200.886 | -7,9% |
| IQV | 31 Maret 2025 | 1.019 | $200.244 | 45,3% |
| PGF | 31 Des. 2025 | 10.000 | $146.200 | Tidak lagi dilacak |