Strategic Investment Solutions, Inc. /IL
ORLAND PARK IL · SEC CIK 0001960144
$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
26Q126Q2
前十大持仓 占组合比例
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 |
|---|---|---|---|---|---|---|---|---|
| VCEB | VANGUARD ESG U.S. | $8,188 | 0.00% | 130 | -3 | -2.3% | -$189 | 减仓 |
| ALLY | ALLY FINL INC | $8,513 | 0.00% | 217 | 0 | 0.0% | — | 不变 |
| VCIT | VANGUARD | $8,736 | 0.00% | 106 | 1 | 1.0% | $82 | 加仓 |
| CCK | CROWN HLDGS INC | $8,786 | 0.00% | 88 | 1 | 1.1% | $100 | 加仓 |
| IWB | ISHARES RUSSELL 1000 | $8,914 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| CGGR | CAPITAL GROUP GROWTH | $8,922 | 0.00% | 222 | 0 | 0.0% | — | 不变 |
| NG | NOVAGOLD RES INC F | $8,980 | 0.00% | 1,000 | 1,000 | — | $8,980 | 新建仓 |
| — | GRAYSCALE ETHEREUM STAKI | $9,030 | 0.00% | 529 | 0 | 0.0% | — | 不变 |
| GFI | GOLD FIELDS LTD NEW F | $9,080 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| XOP | STATE STREET SPDR S&P | $9,092 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| TTE | TOTALENERGIES F | $9,098 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| HWM | HOWMET AEROSPACE INC | $9,228 | 0.00% | 40 | 0 | 0.0% | — | 不变 |
| DOCU | DOCUSIGN INC | $9,482 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| ABAT | AMERICAN BATTERY TECHNOL | $9,486 | 0.00% | 3,400 | 0 | 0.0% | — | 不变 |
| OKLO | OKLO INC | $9,521 | 0.00% | 192 | -1,296 | -87.1% | -$6.43万 | 减仓 |
| DAL | DELTA AIR LINES INC DEL | $9,972 | 0.00% | 150 | 0 | 0.0% | — | 不变 |
| LDOS | LEIDOS HLDGS INC | $1.01万 | 0.00% | 65 | 0 | 0.0% | — | 不变 |
| KMB | KIMBERLY CLARK CORP | $1.02万 | 0.00% | 106 | 1 | 1.0% | $96 | 加仓 |
| BWXT | BWX TECHNOLOGIES INC | $1.03万 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| HEDJ | WISDOMTREE EUROPE HEDGED | $1.05万 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| ZTS | ZOETIS INC | $1.05万 | 0.00% | 89 | 0 | 0.0% | — | 不变 |
| ARKK | ARK INNOVATION ETF | $1.08万 | 0.00% | 160 | -225 | -58.4% | -$1.52万 | 减仓 |
| CCJ | CAMECO CORP F | $1.09万 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| — | ROUNDHILL SPORTS BETTING | $1.09万 | 0.00% | 612 | 0 | 0.0% | — | 不变 |
| GBTC | GRAYSCALE BITCOIN TRUST | $1.10万 | 0.00% | 209 | 0 | 0.0% | — | 不变 |
| KKR | KKR & CO INC | $1.11万 | 0.00% | 120 | 120 | — | $1.11万 | 新建仓 |
| VOOG | VANGUARD S&P 500 GROWTH | $1.11万 | 0.00% | 27 | 0 | 0.0% | — | 不变 |
| XLY | STATE STREET CONSUMER | $1.11万 | 0.00% | 102 | 0 | 0.0% | — | 不变 |
| SWX | SOUTHWEST GAS HOLDIN | $1.11万 | 0.00% | 128 | 0 | 0.0% | — | 不变 |
| BTC | GRAYSCALE BITCOIN MINI | $1.11万 | 0.00% | 371 | 0 | 0.0% | — | 不变 |
| MLI | MUELLER INDS INC | $1.13万 | 0.00% | 102 | 0 | 0.0% | — | 不变 |
| VIOO | VANGUARD S&P SMALL-CAP | $1.15万 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| SCHH | SCHWAB U.S. REIT ETF | $1.15万 | 0.00% | 535 | 1 | 0.2% | $21 | 加仓 |
| — | TEUCRIUM WHEAT FUND | $1.18万 | 0.00% | 500 | 500 | — | $1.18万 | 新建仓 |
| QXO | QXO INC | $1.18万 | 0.00% | 608 | 0 | 0.0% | — | 不变 |
| PL | PLANET LABS PBC | $1.19万 | 0.00% | 425 | 0 | 0.0% | — | 不变 |
| DNOW | DNOW INC | $1.19万 | 0.00% | 1,000 | 1,000 | — | $1.19万 | 新建仓 |
| FDX | FEDEX CORP | $1.19万 | 0.00% | 33 | 0 | 0.0% | — | 不变 |
| XYZ | BLOCK INC A | $1.20万 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| XMMO | INVESCO S & P MIDCAP | $1.20万 | 0.00% | 83 | 0 | 0.0% | — | 不变 |
| MFC | MANULIFE FINL CORP F | $1.21万 | 0.00% | 350 | 0 | 0.0% | — | 不变 |
| — | AIRBUS SE ORDF | $1.21万 | 0.00% | 65 | 0 | 0.0% | — | 不变 |
| NVS | NOVARTIS AG F | $1.22万 | 0.00% | 80 | 0 | 0.0% | — | 不变 |
| GOVT | ISHARES U.S. TREASURY | $1.22万 | 0.00% | 534 | 3 | 0.6% | $69 | 加仓 |
| O | REALTY INCOME CORP | $1.22万 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| NET | CLOUDFLARE INC | $1.24万 | 0.00% | 60 | 0 | 0.0% | — | 不变 |
| TEL | TE CONNECTIVITY PLC F | $1.24万 | 0.00% | 60 | 2 | 3.4% | $415 | 加仓 |
| XLF | STATE STREET FINANCIAL | $1.26万 | 0.00% | 256 | 2 | 0.8% | $99 | 加仓 |
| ZETA | ZETA GLOBAL HLDGS CORP | $1.28万 | 0.00% | 806 | 806 | — | $1.28万 | 新建仓 |
| WDAY | WORKDAY INC | $1.30万 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| APH | AMPHENOL CORP NEW | $1.31万 | 0.00% | 104 | 0 | 0.0% | — | 不变 |
| ASML | ASML HLDG N V F | $1.32万 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| DAR | DARLING INGREDIENTS INC | $1.35万 | 0.00% | 218 | 0 | 0.0% | — | 不变 |
| PWR | QUANTA SVCS INC | $1.37万 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| TAP | MOLSON COORS BEVERAG B | $1.38万 | 0.00% | 320 | 4 | 1.3% | $172 | 加仓 |
| EBAY | EBAY INC | $1.44万 | 0.00% | 158 | 1 | 0.6% | $91 | 加仓 |
| JMEE | JPMORGAN SMALL & MID CAP | $1.44万 | 0.00% | 216 | 0 | 0.0% | — | 不变 |
| NVTS | NAVITAS SEMICONDUCTOR CO | $1.44万 | 0.00% | 1,645 | 200 | 13.8% | $1,754 | 加仓 |
| DFEM | DIMENSIONAL EMERGING | $1.45万 | 0.00% | 419 | 419 | — | $1.45万 | 新建仓 |
| YUMC | YUM CHINA HLDGS INC | $1.45万 | 0.00% | 298 | 1 | 0.3% | $49 | 加仓 |
| EOSE | EOS ENERGY ENTERPRISES I | $1.46万 | 0.00% | 2,940 | 1,000 | 51.5% | $4,960 | 加仓 |
| AMP | AMERIPRISE FINL INC | $1.47万 | 0.00% | 33 | 0 | 0.0% | — | 不变 |
| MRVL | MARVELL TECHNOLOGY INC | $1.49万 | 0.00% | 150 | 0 | 0.0% | — | 不变 |
| SPHD | INVESCO S&P 500 HIGH | $1.49万 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| CVS | CVS HEALTH CORP | $1.49万 | 0.00% | 208 | 0 | 0.0% | — | 不变 |
| — | SNOWLINE GOLD CORP F | $1.49万 | 0.00% | 1,500 | 1,500 | — | $1.49万 | 新建仓 |
| VTRS | VIATRIS INC | $1.51万 | 0.00% | 1,115 | 8 | 0.7% | $108 | 加仓 |
| EEM | ISHARES MSCI EMERGING | $1.54万 | 0.00% | 270 | 0 | 0.0% | — | 不变 |
| IWP | ISHARES RUSSELL MID-CAP | $1.54万 | 0.00% | 120 | 120 | — | $1.54万 | 新建仓 |
| EW | EDWARDS LIFESCIENCES COR | $1.54万 | 0.00% | 192 | 0 | 0.0% | — | 不变 |
| SLF | SUN LIFE FINL INC F | $1.54万 | 0.00% | 246 | 0 | 0.0% | — | 不变 |
| MSGK | MADISON SQUARE GARDEN SP | $1.54万 | 0.00% | 48 | 0 | 0.0% | — | 不变 |
| CAH | CARDINAL HEALTH INC | $1.58万 | 0.00% | 75 | 0 | 0.0% | — | 不变 |
| DJP | IPATH BLOOMBERG | $1.59万 | 0.00% | 330 | 0 | 0.0% | — | 不变 |
| DFGR | DIMENSIONAL GLOBAL REAL | $1.61万 | 0.00% | 606 | 606 | — | $1.61万 | 新建仓 |
| LYB | LYONDELLBASELL INDUSTR F | $1.61万 | 0.00% | 200 | 200 | — | $1.61万 | 新建仓 |
| — | DUPONT DE NEMOURS INC | $1.65万 | 0.00% | 360 | 0 | 0.0% | — | 不变 |
| DG | DOLLAR GEN CORP NEW | $1.66万 | 0.00% | 139 | -100 | -41.8% | -$1.19万 | 减仓 |
| CGIC | CAPITAL GROUP | $1.66万 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| CIBR | FIRST TRUST NASDAQ | $1.69万 | 0.00% | 270 | 100 | 58.8% | $6,268 | 加仓 |
| PYPL | PAYPAL HLDGS INC | $1.70万 | 0.00% | 375 | -1,200 | -76.2% | -$5.43万 | 减仓 |
| BDC | BELDEN INC NEW | $1.70万 | 0.00% | 148 | 0 | 0.0% | — | 不变 |
| PFG | PRINCIPAL FINL GROUP INC | $1.70万 | 0.00% | 189 | 0 | 0.0% | — | 不变 |
| MET | METLIFE INC | $1.71万 | 0.00% | 242 | 0 | 0.0% | — | 不变 |
| SIL | GLOBAL X SILVER MINERS | $1.73万 | 0.00% | 100 | 100 | — | $1.73万 | 新建仓 |
| — | COTTONWOOD COMMUNITIES I | $1.74万 | 0.00% | 1,528 | 0 | 0.0% | — | 不变 |
| CRM | SALESFORCE INC | $1.74万 | 0.00% | 93 | 0 | 0.0% | — | 不变 |
| — | VANECK MORNINGSTAR WIDE | $1.78万 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| LNT | ALLIANT ENERGY CORP | $1.78万 | 0.00% | 248 | 1 | 0.4% | $72 | 加仓 |
| — | WARNER BROS DISCOVERY IN | $1.82万 | 0.00% | 664 | -10,046 | -93.8% | -$27.59万 | 减仓 |
| GEHC | GE HEALTHCARE TECHNOLOGI | $1.83万 | 0.00% | 257 | -998 | -79.5% | -$7.10万 | 减仓 |
| EME | EMCOR GROUP INC | $1.85万 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| VYM | VANGUARD HIGH DIVIDEND | $1.85万 | 0.00% | 125 | 0 | 0.0% | — | 不变 |
| TMC | TMC THE METALS CO INC F | $1.88万 | 0.00% | 4,015 | 0 | 0.0% | — | 不变 |
| XLU | STATE STREET UTILITIES | $1.88万 | 0.00% | 410 | 0 | 0.0% | — | 不变 |
| NAIL | DIREXION DAILY | $1.90万 | 0.00% | 0 | 0 | — | — | 清仓 |
| XLK | STATE STREET TECHNOLOGY | $1.91万 | 0.00% | 144 | 0 | 0.0% | — | 不变 |
| SMH | VANECK SEMICONDUCTOR | $1.92万 | 0.00% | 50 | 50 | — | $1.92万 | 新建仓 |
| OMER | OMEROS CORP | $1.93万 | 0.00% | 1,827 | 0 | 0.0% | — | 不变 |
| XPO | XPO INC | $1.95万 | 0.00% | 100 | 0 | 0.0% | — | 不变 |