13F 机构持仓

Strategic Investment Solutions, Inc. /IL

ORLAND PARK IL · SEC CIK 0001960144

2026Q22026Q1 更早 9 个季度 🔒
$4.13亿2026Q1 申报市值
687持仓数
47.1%前十大占比 · 第一大 14.9%
86 / 51新建仓 / 清仓
申报市值走势$4.37亿2026Q2
26Q126Q2

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

VUG 14.9%
DFAW 5.0%
VTV 4.5%
DFAX 4.2%
DFUS 4.1%
AOK 3.8%
AAPL 3.1%
GLD 3.0%
VGUS 2.4%
DIMENSIONAL U. 2.1%

2026Q1 买入最多 按季末市值估算

VTV 加仓+$125.73万
SOXX 加仓+$100.62万
DEXC 新建仓+$80.60万
VPU 加仓+$67.55万
VDE 加仓+$58.71万

2026Q1 卖出最多 按季末市值估算

AAPL 减仓-$161.76万
ECHO 重新持有-$87.66万
VGUS 减仓-$58.81万
VGIT 减仓-$57.86万
VXUS 减仓-$53.86万

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
KWEB KRANESHARES CSI CHINA $2,8430.00%100 00.0% — 不变
ARKW ARK NEXT GENERATION $2,8950.00%24 00.0% — 不变
PUMP PROPETRO HLDG CORP $2,9540.00%50 50— $2,954 新建仓
SIRI SIRIUSXM HLDGS INC EQUIT $2,9550.00%128 00.0% — 不变
BAX BAXTER INTL INC $3,0240.00%180 00.0% — 不变
REXR REXFORD INDL RLTY INC $3,0440.00%93 00.0% — 不变
MBB ISHARES MBS ETF $3,1370.00%33 00.0% — 不变
HRL HORMEL FOODS CORP $3,1710.00%140 00.0% — 不变
SPH SUBURBAN PROPANE PART LP $3,1910.00%162 21.2% $39 加仓
IGV ISHARES EXPANDED $3,2020.00%40 00.0% — 不变
AGNC AGNC INVT CORP $3,2600.00%325 00.0% — 不变
PEBO PEOPLES BANCORP INC $3,2870.00%100 00.0% — 不变
DFSE DIMENSIONAL EMERGING $3,3050.00%78 00.0% — 不变
SBUX STARBUCKS CORP $3,3530.00%37 -100-73.0% -$9,062 减仓
IBRX IMMUNITYBIO INC $3,4210.00%446 446— $3,421 新建仓
QCLN FIRST TRUST NASDAQ CLEAN $3,4390.00%74 00.0% — 不变
FLNC FLUENCE ENERGY INC $3,4400.00%250 00.0% — 不变
RYAN RYAN SPECIALTY HOLDINGS $3,4500.00%102 00.0% — 不变
COF CAPITAL ONE FINL CORP $3,4660.00%19 19— $3,466 新建仓
GIL GILDAN ACTIVEWEAR INC F $3,5060.00%63 00.0% — 不变
PPLT ABRDN PHYSICAL PLATINUM $3,5650.00%20 00.0% — 不变
MOS THE MOSAIC CO $3,5700.00%140 -520-78.8% -$1.33万 减仓
— SPROTT COPPER MINERS $3,5720.00%100 100— $3,572 新建仓
TSLL DIREXION DAILY TSLA BULL $3,6450.00%300 -200-40.0% -$2,430 减仓
— CHARGEPOINT HLDGS INC $3,6450.00%750 00.0% — 不变
UUUU ENERGY FUELS INC F $3,6500.00%200 -300-60.0% -$5,475 重新持有
NVO NOVO-NORDISK A S F $3,6750.00%100 -265-72.6% -$9,739 减仓
GIS GENERAL MILLS INC $3,7220.00%100 00.0% — 不变
GSL GLOBAL SHIP LEASE INC F $3,7230.00%100 00.0% — 不变
GEN GEN DIGITAL INC $3,7660.00%200 00.0% — 不变
SDIV GLOBAL X SUPERDIVIDEND $3,7890.00%150 00.0% — 不变
— INVESCO UNIT TRUSTS $3,8660.00%4 00.0% — 不变
BMNR BITMINE IMMERSION TECNOL $3,9560.00%200 -2,000-90.9% -$3.96万 减仓
— VOLKSWAGEN A G F $4,0280.00%400 00.0% — 不变
JEPI JPMORGAN EQUITY PREMIUM $4,0600.00%72 1118.0% $620 加仓
ETH GRAYSCALE ETHEREUM MINI $4,1710.00%210 -3,563-94.4% -$7.08万 减仓
EFG ISHARES MSCI EAFE GROWTH $4,1860.00%38 00.0% — 不变
SCI SERVICE CORP INTL $4,2080.00%51 00.0% — 不变
TY TRI-CONTINENTAL CORPORAT $4,2330.00%134 00.0% — 不变
— INVESCO S&P 500 EQUAL $4,2780.00%145 00.0% — 不变
DFSI DIMENSIONAL $4,3270.00%102 00.0% — 不变
SHY ISHARES 1-3 YEAR $4,3490.00%53 11.9% $82 加仓
ADBE ADOBE INC $4,3750.00%18 -100-84.7% -$2.43万 减仓
— TORTOISE ELECTRIFICATION $4,3760.00%200 00.0% — 不变
— IZEA WORLDWIDE INC EQUIT $4,3880.00%1,250 00.0% — 不变
NLY ANNALY CAP MGMT INC $4,4830.00%212 00.0% — 不变
IREN IREN LTD F $4,5250.00%132 -185-58.4% -$6,342 减仓
DHT DHT HOLDINGS INC F $4,5680.00%250 00.0% — 不变
LULU LULULEMON ATHLETICA INC $4,5930.00%30 00.0% — 不变
MGM MGM RESORTS INTL $4,6260.00%125 00.0% — 不变
REGN REGENERON PHARMACEUTICAL $4,6360.00%6 00.0% — 不变
VSXY VICTORIAS SECRET & CO $4,6360.00%100 100— $4,636 新建仓
FLR FLUOR CORP NEW $4,6650.00%100 00.0% — 不变
BR BROADRIDGE FINL SOLUTION $4,8750.00%30 00.0% — 不变
HOG HARLEY DAVIDSON INC $4,9070.00%243 31.2% $61 加仓
MS MORGAN STANLEY $4,9370.00%30 30— $4,937 新建仓
TYG TORTOISE ENERGY INFRASTR $4,9850.00%100 100— $4,985 新建仓
DVN DEVON ENERGY CORP NEW $5,0320.00%100 00.0% — 不变
SPG SIMON PPTY GROUP INC NEW $5,1420.00%28 13.7% $184 加仓
GXO GXO LOGISTICS INC $5,1850.00%100 00.0% — 不变
KVUE KENVUE INC $5,2240.00%303 00.0% — 不变
ORCL ORACLE CORP $5,2960.00%36 -50-58.1% -$7,356 减仓
BOTZ GLOBAL X ROBOTICS & $5,3150.00%160 00.0% — 不变
— SPEAR ALPHA ETF $5,3400.00%150 00.0% — 不变
PPL PPL CORP $5,3480.00%140 1512.0% $573 加仓
MDB MONGODB INC $5,3850.00%22 00.0% — 不变
WY WEYERHAEUSER CO $5,3860.00%220 20.9% $49 加仓
MHO M / I HOMES INC $5,3880.00%44 00.0% — 不变
DVYE ISHARES EMERGING MARKETS $5,5010.00%160 00.0% — 不变
LOUP INNOVATOR DEEPWATER $5,5080.00%80 00.0% — 不变
QYLD GLOBAL X NASDAQ 100 $5,5220.00%322 00.0% — 不变
VTWO VANGUARD RUSSELL 2000 $5,6100.00%56 00.0% — 不变
SHW SHERWIN-WILLIAMS CO $5,7700.00%18 00.0% — 不变
ECHO ECHOSTAR CORP $5,8540.00%50 -7,488-99.3% -$87.66万 重新持有
PLD PROLOGIS INC $5,9360.00%45 45— $5,936 新建仓
— TOKYO ELECTRON LTD F $6,1110.00%50 00.0% — 不变
MSTR STRATEGY INC $6,1150.00%49 00.0% — 不变
BABA ALIBABA GROUP HLDG LTD F $6,3980.00%51 00.0% — 不变
PEY INVESCO HIGH YIELD $6,4260.00%300 00.0% — 不变
QTUM DEFIANCE QUANTUM ETF $6,4380.00%60 00.0% — 不变
SWBI SMITH & WESSON BRANDS IN $6,6290.00%463 61.3% $86 加仓
JCI JOHNSON CONTROLS INT F $6,6780.00%51 00.0% — 不变
VVX V2X INC $6,8500.00%100 00.0% — 不变
SYK STRYKER CORP $6,8800.00%21 00.0% — 不变
IYW ISHARES U.S. TECHNOLOGY $6,8980.00%38 00.0% — 不变
— COTERRA ENERGY INC $7,0280.00%200 00.0% — 不变
CIFR CIPHER DIGITAL INC $7,1170.00%553 00.0% — 不变
MMM 3M CO $7,2620.00%50 00.0% — 不变
— TEUCRIUM CORN FUND $7,3600.00%400 00.0% — 不变
RSPG INVESCO S&P 500 EQUAL $7,4440.00%68 00.0% — 不变
WAB WABTEC $7,4970.00%30 -5-14.3% -$1,250 减仓
DVY ISHARES SELECT DIVIDEND $7,5700.00%50 00.0% — 不变
MATX MATSON INC $7,6260.00%47 00.0% — 不变
— GREAT WEST LIFECO INC F $7,8680.00%168 00.0% — 不变
PGX INVESCO PREFERRED ETF $7,8880.00%725 00.0% — 不变
NUKZ RANGE NUCLEAR $7,8920.00%120 120— $7,892 新建仓
CALM CAL MAINE FOODS INC $7,9150.00%100 00.0% — 不变
ZM ZOOM COMMUNICATIONS INC $8,0390.00%100 00.0% — 不变
XFFCX FLAH&CRUM PREF SECURITIE $8,1320.00%525 00.0% — 不变
BIDU BAIDU INC F $8,1340.00%73 -2,567-97.2% -$28.60万 减仓