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Financial Advisors Network, Inc.

分散型投资策略趋势追踪型高品质投资策略

申报总市值

US$7.2亿

申报季度: 2026-03-31 · 持股只数: 204

Financial Advisors Network, Inc.在最新一期 13F 报告中披露了 204 项持股，申报期为 2026-03-31，总持股市值约为 US$7.2亿，季度换手率为 24.4%。

机构性格雪花图

集中度
16.35
持仓稳定性
24.37
动能／逆势
100
行业集中度
64.71
多样化
100
仓位均衡度
72.84

近期动向

  • 加仓 BND

    +17.3%　US$1359.4万

  • 加仓 BNDX

    +30.0%　US$529.3万

  • 减仓 LRCX

    -89.9%　-US$511.4万

  • 减仓 MTD

    -95.2%　-US$485.8万

  • 减仓 AAPL

    -20.5%　-US$480.0万

  • 减仓 ADP

    -84.6%　-US$408.4万

持仓地图

新建仓加仓不变减仓

前十大持股占比

本季完整持股清单

#代码标的名称资产子类别占比占比变动持仓量变化4Q Trend
1BNDVanguard Total Bond MarketETF-其他13.16%+1.96%+17.31%
2VEAVanguard Ftse Developed ETFETF-其他7.90%-0.21%-5.74%
3SCHGSchwab US Large-cap GrowthETF-其他5.31%-0.49%+1.69%
4VTVVanguard Value ETFETF-其他4.89%-0.09%-5.03%
5SCHVSchwab US Large-cap ValueETF-其他4.46%+0.24%+2.01%
6VUGVanguard Growth ETFETF-其他3.96%-0.51%-1.79%
7VWOVanguard Ftse Emerging MarkeETF-新兴市场3.89%—-3.52%
8BNDXVanguard Total Intl Bond ETFETF-其他3.22%+0.74%+30.03%
9GILDGilead Sciences INC股票-医疗保健3.00%+0.38%-0.03%
10IDEVIshares Core Msci Dev MktsETF-其他2.84%—+3.09%
11EMBIshares Jp Morgan Usd EmergiETF-其他2.48%+0.42%+22.57%
12HYGIshr Ibx Usd Hiyld Cb Etf-uiETF-非投资级债2.15%+0.27%+15.44%
13IJSIshares S&p Small-cap 600 VaETF-其他1.92%—-7.55%
14AAPLApple INC股票-科技1.91%-0.64%-20.52%
15IVWIshares S&p 500 Growth ETFETF-大型股与成长1.52%-0.23%-6.42%
16NVDANvidia CORP股票-科技1.52%-0.34%-13.39%
17IEMGIshares Core Msci EmergingETF-新兴市场1.48%—+2.06%
18IVEIshares S&p 500 Value ETFETF-大型股与成长1.43%—-0.25%
19EFAIshares Msci Eafe ETFETF-其他1.25%—-3.14%
20IJTIshares S&p Small-cap 600 GrETF-其他1.18%—-2.58%
21VNQVanguard Real Estate ETFETF-其他1.08%+0.18%+19.44%
22VBKVanguard Small-cap Grwth ETFETF-其他0.93%—+4.07%
23ABNBAirbnb Inc-class A股票-周期性消费0.92%-0.11%-5.22%
24ADSKAutodesk INC股票-科技0.80%+0.80%NEW
25EXPEExpedia Group INC股票-周期性消费0.79%+0.79%NEW
26MOAltria Group INC股票-非周期性消费0.78%—-5.96%
27ADBEAdobe INC股票-科技0.71%+0.36%+186.82%
28MCKMckesson CORP股票-医疗保健0.69%-0.17%-24.87%
29FTNTFortinet INC股票-科技0.67%—+3.84%
30CAHCardinal Health INC股票-医疗保健0.66%-0.31%-33.83%
31APAApa CORP股票-能源0.60%+0.60%NEW
32NTAPNetapp INC股票-科技0.59%—-2.77%
33EEMIshares Msci Emerging MarketETF-新兴市场0.58%—-0.80%
34VBRVanguard Small-cap Value ETFETF-其他0.57%—+4.31%
35PANWPalo Alto Networks INC股票-科技0.55%-0.14%-9.81%
36OTISOtis Worldwide CORP股票-工业0.54%—+0.15%
37EOGEog Resources INC股票-能源0.53%+0.53%NEW
38DPZDomino's Pizza INC股票-周期性消费0.51%—+0.89%
39SPYSs Spdr S&p 500 ETF Trust-usETF-大型股与成长0.46%—+1.45%
40GDDYGodaddy INC - Class A股票-科技0.42%-0.26%-8.61%
41EWEdwards Lifesciences CORP股票-医疗保健0.40%—+9.91%
42MSIMotorola Solutions INC股票-科技0.39%+0.39%NEW
43CVXChevron CORP股票-能源0.38%—-10.83%
44FICOFair Isaac CORP股票-科技0.38%-0.15%+11.87%
45APPApplovin Corp-class A股票-科技0.37%+0.37%NEW
46HLTHilton Worldwide Holdings In股票-周期性消费0.37%+0.37%NEW
47GOOGAlphabet Inc-cl C股票-通信服务0.36%—+1.80%
48VRTXVertex Pharmaceuticals INC股票-医疗保健0.36%+0.36%NEW
49MTCHMatch Group INC股票-通信服务0.36%—+6.77%
50MNSTMonster Beverage CORP股票-非周期性消费0.35%-0.12%-22.23%
1–50 of 204

本季持股变动

Financial Advisors Network, Inc. 在 2026-03-31 最显著的持仓异动： 新建仓: Autodesk INC (ADSK); 新建仓: Expedia Group INC (EXPE); 新建仓: Apa CORP (APA); 新建仓: Eog Resources INC (EOG); 清仓: Electronic Arts INC (EA).

Financial Advisors Network, Inc. 于截至 2026-03-31 该季申报之持仓异动，含代码、发行人、权重变化、股数变化与操作类型
#代码标的名称占比变动持仓量变化异动类型
1BNDVanguard Total Bond Market+2%+17.31%加仓
2BNDXVanguard Total Intl Bond ETF+0.7%+30.03%加仓
3EMBIshares Jp Morgan Usd Emergi+0.4%+22.57%加仓
4GILDGilead Sciences INC+0.4%-0.03%减仓
5ADBEAdobe INC+0.4%+186.82%加仓
6ANETArista Networks INC+0.3%+764.78%加仓
7HYGIshr Ibx Usd Hiyld Cb Etf-ui+0.3%+15.44%加仓
8PAYCPaycom Software INC+0.3%+987.58%加仓
9SCHVSchwab US Large-cap Value+0.2%+2.01%加仓
10INTUIntuit INC+0.2%+412.03%加仓
11VNQVanguard Real Estate ETF+0.2%+19.44%加仓
12VTVVanguard Value ETF-0.1%-5.03%减仓
13ABNBAirbnb Inc-class A-0.1%-5.22%减仓
14MNSTMonster Beverage CORP-0.1%-22.23%减仓
15PANWPalo Alto Networks INC-0.1%-9.81%减仓
16FICOFair Isaac CORP-0.2%+11.87%加仓
17MCKMckesson CORP-0.2%-24.87%减仓
18VXUSVanguard Total Intl Stock-0.2%-70.78%减仓
19VEAVanguard Ftse Developed ETF-0.2%-5.74%减仓
20IVWIshares S&p 500 Growth ETF-0.2%-6.42%减仓
21GDDYGodaddy INC - Class A-0.3%-8.61%减仓
22CAHCardinal Health INC-0.3%-33.83%减仓
23GRMNGarmin Ltd.-0.3%-87.78%减仓
24NVDANvidia CORP-0.3%-13.39%减仓
25MRKMerck & Co. INC.-0.4%-84.04%减仓
26METAMeta Platforms Inc-class A-0.4%-61.55%减仓
27HPQHp INC-0.5%-86.46%减仓
28SCHGSchwab US Large-cap Growth-0.5%+1.69%加仓
29VUGVanguard Growth ETF-0.5%-1.79%减仓
30ADPAutomatic Data Processing-0.6%-84.58%减仓
31AAPLApple INC-0.6%-20.52%减仓
32MTDMettler-toledo International-0.7%-95.22%减仓
33LRCXLam Research CORP-0.7%-89.89%减仓
34ADSKAutodesk INC—NEW新建仓
35EXPEExpedia Group INC—NEW新建仓
36APAApa CORP—NEW新建仓
37EOGEog Resources INC—NEW新建仓
38EAElectronic Arts INC—EXIT清仓
39ABBVAbbvie INC—EXIT清仓
40MSIMotorola Solutions INC—NEW新建仓
41RMDResmed INC—EXIT清仓
42APPApplovin Corp-class A—NEW新建仓
43HLTHilton Worldwide Holdings In—NEW新建仓
44VRTXVertex Pharmaceuticals INC—NEW新建仓
45DXCMDexcom INC—NEW新建仓
46ONOn Semiconductor—EXIT清仓
47SBACSba Communications CORP—EXIT清仓
48RLRalph Lauren CORP—NEW新建仓
49WDAYWorkday Inc-class A—EXIT清仓
50LULULululemon Athletica INC—EXIT清仓

FAQ

Financial Advisors Network, Inc. 是什么机构？属于哪种投资人类型？
Financial Advisors Network, Inc. 是一家投资管理机构，每季依规定向 SEC 申报 Form 13F，披露其在美国上市股票的持仓信息。根据最新一期申报（2026-03-31），该机构追踪的股票投资组合估值约为 US$7.2亿，分布在 204 个已申报仓位之中。
Financial Advisors Network, Inc. 目前前几大持股有哪些？
根据最新 13F 申报，Financial Advisors Network, Inc. 按市值排列的前几大持股为： 1. Vanguard Total Bond Market (BND) — US$9533.6万 (13.2%) 2. Vanguard Ftse Developed ETF (VEA) — US$5721.3万 (7.9%) 3. Schwab US Large-cap Growth (SCHG) — US$3845.3万 (5.3%) 4. Vanguard Value ETF (VTV) — US$3544.2万 (4.9%) 5. Schwab US Large-cap Value (SCHV) — US$3232.5万 (4.5%)
Financial Advisors Network, Inc. 在最新一期 13F 申报中做了哪些操作？
在最新申报季度中，Financial Advisors Network, Inc. 共进行了 50 项显著调整：新建仓 10 个仓位、加仓 12 个既有持股、减仓 21 个仓位，并完全清仓 7 个持股。 其中幅度最大的异动：新建仓: Autodesk INC (ADSK); 新建仓: Expedia Group INC (EXPE); 新建仓: Apa CORP (APA); 新建仓: Eog Resources INC (EOG); 清仓: Electronic Arts INC (EA)
Financial Advisors Network, Inc. 主要集中投资哪些行业板块？
根据目前已申报的股票投资组合，Financial Advisors Network, Inc. 的主要板块分布如下： • Information Technology: 38.3% • Health Care: 19.4% • Consumer Discretionary: 12.8% • Consumer Staples: 6.6% • Energy: 6.1% • Industrials: 5.7%