CIK: 0001929071
申报总市值
US$2.0亿
申报季度: 2026-03-31 · 持股只数: 87
Finer Wealth Management, Inc.在最新一期 13F 报告中披露了 87 项持股，申报期为 2026-03-31，总持股市值约为 US$2.0亿，季度换手率为 16.4%。
Finer Wealth Management, Inc. 目前披露的持仓，Herfindahl 集中度指数为 0.036——换算下来相当于约 28 个等权重仓位，明显低于其实际披露的 87 只持仓。这一差距显示该机构的策略偏向集中在少数高信心仓位，而非广泛分散。
整体仓位大小差异较大（变异系数为 1.44），除少数重仓仓位外，还有许多规模较小的持仓。
最新申报季度中，并未观察到明显偏向加仓既有大仓位或大举建立新仓位的倾向。
减仓 MSFT
-0.8% -US$377.5万
减仓 LLY
-3.2% -US$251.3万
加仓 CAT
-0.8% US$130.4万
减仓 CRM
-19.7% -US$153.8万
加仓 XOM
-0.1% US$124.8万
加仓 CVX
-0.6% US$82.6万
仅显示前 86 大持股（共 87 只）
| # | 代码 | 标的名称 | 资产子类别 | 占比 | 占比变动 | 持仓量变化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple INC | 股票-科技 | 8.70% | -0.37% | -0.89% | |
| 2 | NVDA | Nvidia CORP | 股票-科技 | 7.24% | -0.33% | -1.28% | |
| 3 | LLY | Eli Lilly & Co | 股票-医疗保健 | 6.08% | -1.00% | -3.23% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 5.97% | -1.62% | -0.81% | |
| 5 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 5.16% | -0.42% | -2.89% | |
| 6 | AMZN | Amazon.com INC | 股票-周期性消费 | 4.63% | -0.38% | -1.18% | |
| 7 | META | Meta Platforms Inc-class A | 股票-通信服务 | 3.97% | -0.45% | +0.04% | |
| 8 | CAT | Caterpillar INC | 股票-工业 | 3.54% | +0.76% | -0.80% | |
| 9 | JPM | Jpmorgan Chase & Co | 股票-金融 | 3.12% | -0.25% | -1.94% | |
| 10 | WMT | Walmart INC | 股票-非周期性消费 | 3.06% | +0.38% | -1.06% | |
| 11 | MRK | Merck & Co. INC. | 股票-医疗保健 | 2.74% | +0.42% | -0.49% | |
| 12 | AMD | Advanced Micro Devices | 股票-科技 | 2.27% | -0.08% | -1.59% | |
| 13 | XOM | Exxon Mobil CORP | 股票-能源 | 2.16% | +0.68% | -0.13% | |
| 14 | T | At&t INC | 股票-通信服务 | 1.91% | +0.39% | +4.29% | |
| 15 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 1.89% | — | -1.56% | |
| 16 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 1.88% | +0.21% | -2.27% | |
| 17 | VZ | Verizon Communications INC | 股票-通信服务 | 1.75% | +0.41% | +2.28% | |
| 18 | MCD | Mcdonald's CORP | 股票-周期性消费 | 1.67% | — | +0.55% | |
| 19 | CVX | Chevron CORP | 股票-能源 | 1.60% | +0.46% | -0.59% | |
| 20 | SCHW | Schwab (charles) CORP | 股票-金融 | 1.53% | -0.05% | -0.87% | |
| 21 | IBIT | Ishares Bitcoin Trust ETF | ETF-加密货币 | 1.38% | — | +26.49% | |
| 22 | TSLA | Tesla INC | 股票-周期性消费 | 1.30% | -0.21% | +0.85% | |
| 23 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 1.30% | -0.12% | +7.09% | |
| 24 | PEP | Pepsico INC | 股票-非周期性消费 | 1.22% | -0.10% | -17.45% | |
| 25 | ASML | ASML Holding N.V. | 股票-科技 | 1.07% | +0.19% | -4.19% | |
| 26 | GLD | Spdr Gold Shares | ETF-避险与商品 | 1.06% | +0.16% | +5.08% | |
| 27 | KO | Coca-cola Co/the | 股票-非周期性消费 | 1.05% | +0.15% | +3.64% | |
| 28 | CRM | Salesforce INC | 股票-科技 | 1.00% | -0.71% | -19.71% | |
| 29 | MSTR | Strategy INC | 股票-科技 | 1.00% | -0.17% | -0.12% | |
| 30 | MO | Altria Group INC | 股票-非周期性消费 | 0.86% | +0.28% | +25.83% | |
| 31 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.82% | — | +6.57% | |
| 32 | RTX | Rtx CORP | 股票-工业 | 0.74% | +0.24% | +34.44% | |
| 33 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公债 | 0.72% | -0.10% | -14.89% | |
| 34 | EIRL | Ishares Msci Ireland ETF | ETF-其他 | 0.71% | +0.71% | NEW | |
| 35 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投资级公司债 | 0.71% | — | -0.05% | |
| 36 | IBB | Ishares Biotechnology ETF | ETF-科技型 | 0.68% | -0.14% | -20.70% | |
| 37 | LMT | Lockheed Martin CORP | 股票-工业 | 0.64% | +0.08% | -11.30% | |
| 38 | AVGO | Broadcom INC | 股票-科技 | 0.64% | -0.04% | +0.79% | |
| 39 | CSCO | Cisco Systems INC | 股票-科技 | 0.64% | — | — | |
| 40 | GBTC | Grayscale Bitcoin Trust ETF | ETF-加密货币 | 0.58% | -0.34% | -21.89% | |
| 41 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.50% | +0.09% | -0.20% | |
| 42 | BTI | British American Tob-sp Adr | 股票-非周期性消费 | 0.48% | — | +5.27% | |
| 43 | MU | Micron Technology INC | 股票-科技 | 0.47% | +0.09% | — | |
| 44 | XEL | Xcel Energy INC | 股票-公用事业 | 0.44% | — | — | |
| 45 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.43% | — | -0.60% | |
| 46 | SLV | Ishares Silver Trust | ETF-避险与商品 | 0.42% | +0.08% | +12.72% | |
| 47 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.38% | +0.25% | +146.95% | |
| 48 | BAC | Bank Of America CORP | 股票-金融 | 0.38% | -0.06% | -4.11% | |
| 49 | ETHE | Grayscale Ethereum Staking E | ETF-其他 | 0.37% | -0.08% | +13.17% | |
| 50 | INTC | Intel CORP | 股票-科技 | 0.36% | — | -3.98% |
Q3 2026表现
+3.1%
近4个季度表现
+23.6%
基于可获取价格的持仓（占申报价值的75%）计算
| 季度 | 持股只数 | 总市值 | 稳定性 | 主要持股 |
|---|---|---|---|---|
| 2026-03-31 | 87 | US$2.0亿 | 16 | |
| 2025-12-31 | 83 | US$2.1亿 | 19 | |
| 2025-09-30 | 86 | US$2.0亿 | 27 | |
| 2025-06-30 | 86 | US$1.9亿 | 0 | |
| 2025-03-31 | 86 | US$1.7亿 | 0 | |
| 2024-12-31 | 82 | US$1.7亿 | 0 | |
| 2024-09-30 | 79 | US$1.6亿 | 0 | |
| 2024-06-30 | 73 | US$1.5亿 | 0 | |
| 2024-03-31 | 77 | US$1.5亿 | 0 | |
| 2023-12-31 | 79 | US$1.3亿 | 0 | |
| 2023-09-30 | 80 | US$1.3亿 | 0 | |
| 2023-06-30 | 82 | US$1.3亿 | 0 | |
| 2023-03-31 | 83 | US$1.2亿 | 0 | |
| 2022-12-31 | 77 | US$1.1亿 | 0 | |
| 2022-09-30 | 77 | US$1.0亿 | 0 | |
| 2022-06-30 | 78 | US$1.1亿 | 0 | |
| 2022-03-31 | 81 | US$1.2亿 | 0 | |
| 2021-12-31 | 76 | US$1.2亿 | 0 |
Finer Wealth Management, Inc. 在 2026-03-31 最显著的持仓异动： 新建仓: Ishares Msci Ireland ETF (EIRL); 新建仓: Berkshire Hathaway Inc-cl B (BRK-B); 新建仓: United States Oil Fund LP (USO); 新建仓: Southern Copper CORP (SCCO); 清仓: Ishares Preferred & Income S (PFF).
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | CAT | Caterpillar INC | +0.8% | -0.80% | 减仓 |
| 2 | XOM | Exxon Mobil CORP | +0.7% | -0.13% | 减仓 |
| 3 | CVX | Chevron CORP | +0.5% | -0.59% | 减仓 |
| 4 | MRK | Merck & Co. INC. | +0.4% | -0.49% | 减仓 |
| 5 | VZ | Verizon Communications INC | +0.4% | +2.28% | 加仓 |
| 6 | T | At&t INC | +0.4% | +4.29% | 加仓 |
| 7 | WMT | Walmart INC | +0.4% | -1.06% | 减仓 |
| 8 | MO | Altria Group INC | +0.3% | +25.83% | 加仓 |
| 9 | COST | Costco Wholesale CORP | +0.3% | +146.95% | 加仓 |
| 10 | RTX | Rtx CORP | +0.2% | +34.44% | 加仓 |
| 11 | TSM | Taiwan Semiconductor-sp Adr | +0.2% | -2.27% | 减仓 |
| 12 | ASML | ASML Holding N.V. | +0.2% | -4.19% | 减仓 |
| 13 | GLD | Spdr Gold Shares | +0.2% | +5.08% | 加仓 |
| 14 | KO | Coca-cola Co/the | +0.2% | +3.64% | 加仓 |
| 15 | BTC | Grayscale Bitcoin Mini ETF | +0.1% | +140.94% | 加仓 |
| 16 | JNJ | Johnson & Johnson | +0.1% | -0.20% | 减仓 |
| 17 | MU | Micron Technology INC | +0.1% | — | 不变 |
| 18 | SLV | Ishares Silver Trust | +0.1% | +12.72% | 加仓 |
| 19 | LMT | Lockheed Martin CORP | +0.1% | -11.30% | 减仓 |
| 20 | DE | Deere & Co | +0.1% | -0.33% | 减仓 |
| 21 | AVGO | Broadcom INC | 0% | +0.79% | 加仓 |
| 22 | SCHW | Schwab (charles) CORP | -0.1% | -0.87% | 减仓 |
| 23 | ✓ | Sealsq CORP | -0.1% | — | 不变 |
| 24 | SCHA | Schwab US Small-cap ETF | -0.1% | -25.81% | 减仓 |
| 25 | BAC | Bank Of America CORP | -0.1% | -4.11% | 减仓 |
| 26 | AMD | Advanced Micro Devices | -0.1% | -1.59% | 减仓 |
| 27 | ETHE | Grayscale Ethereum Staking E | -0.1% | +13.17% | 加仓 |
| 28 | KHC | Kraft Heinz Co/the | -0.1% | -28.47% | 减仓 |
| 29 | PEP | Pepsico INC | -0.1% | -17.45% | 减仓 |
| 30 | SHY | Ishares 1-3 Year Treasury Bo | -0.1% | -14.89% | 减仓 |
| 31 | PLTR | Palantir Technologies Inc-a | -0.1% | +7.09% | 加仓 |
| 32 | IBB | Ishares Biotechnology ETF | -0.1% | -20.70% | 减仓 |
| 33 | MSTR | Strategy INC | -0.2% | -0.12% | 减仓 |
| 34 | TSLA | Tesla INC | -0.2% | +0.85% | 加仓 |
| 35 | JPM | Jpmorgan Chase & Co | -0.3% | -1.94% | 减仓 |
| 36 | NVDA | Nvidia CORP | -0.3% | -1.28% | 减仓 |
| 37 | GBTC | Grayscale Bitcoin Trust ETF | -0.3% | -21.89% | 减仓 |
| 38 | AAPL | Apple INC | -0.4% | -0.89% | 减仓 |
| 39 | AMZN | Amazon.com INC | -0.4% | -1.18% | 减仓 |
| 40 | GOOGL | Alphabet Inc-cl A | -0.4% | -2.89% | 减仓 |
| 41 | META | Meta Platforms Inc-class A | -0.5% | +0.04% | 加仓 |
| 42 | CRM | Salesforce INC | -0.7% | -19.71% | 减仓 |
| 43 | LLY | Eli Lilly & Co | -1% | -3.23% | 减仓 |
| 44 | MSFT | Microsoft CORP | -1.6% | -0.81% | 减仓 |
| 45 | EIRL | Ishares Msci Ireland ETF | — | NEW | 新建仓 |
| 46 | BRK-B | Berkshire Hathaway Inc-cl B | — | NEW | 新建仓 |
| 47 | USO | United States Oil Fund LP | — | NEW | 新建仓 |
| 48 | SCCO | Southern Copper CORP | — | NEW | 新建仓 |
| 49 | PFF | Ishares Preferred & Income S | — | EXIT | 清仓 |
| 50 | F | Ford Motor Co | — | NEW | 新建仓 |
| 季度 | 申报日期 | 类型 | EDGAR |
|---|---|---|---|
| 2026-03-31 | 2026-05-12 | 13F-HR | 在 EDGAR 上查看 |
| 2025-12-31 | 2026-01-21 | 13F-HR | 在 EDGAR 上查看 |
| 2025-09-30 | 2025-11-04 | 13F-HR | 在 EDGAR 上查看 |
| 2025-06-30 | 2025-08-13 | 13F-HR | 在 EDGAR 上查看 |
| 2025-03-31 | 2025-05-13 | 13F-HR | 在 EDGAR 上查看 |
| 2024-12-31 | 2025-02-13 | 13F-HR | 在 EDGAR 上查看 |
| 2024-09-30 | 2024-11-14 | 13F-HR | 在 EDGAR 上查看 |
| 2024-06-30 | 2024-08-13 | 13F-HR | 在 EDGAR 上查看 |
| 2024-03-31 | 2024-04-26 | 13F-HR | 在 EDGAR 上查看 |
| 2023-12-31 | 2024-02-13 | 13F-HR | 在 EDGAR 上查看 |
| 2023-09-30 | 2023-11-14 | 13F-HR | 在 EDGAR 上查看 |
| 2023-06-30 | 2023-08-14 | 13F-HR | 在 EDGAR 上查看 |
| 2023-03-31 | 2023-05-09 | 13F-HR | 在 EDGAR 上查看 |
| 2022-12-31 | 2023-02-13 | 13F-HR | 在 EDGAR 上查看 |
| 2022-09-30 | 2022-11-14 | 13F-HR | 在 EDGAR 上查看 |
| 2022-06-30 | 2022-08-10 | 13F-HR | 在 EDGAR 上查看 |
| 2022-03-31 | 2022-06-06 | 13F-HR | 在 EDGAR 上查看 |
| 2021-12-31 | 2022-06-01 | 13F-HR | 在 EDGAR 上查看 |
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