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 |
|---|---|---|---|---|---|---|---|---|
| WH | WYNDHAM HOTELS & RESORTS | $1.95万 | 0.00% | 240 | 1 | 0.4% | $81 | 加仓 |
| TNL | TRAVEL plus LEISURE CO | $1.96万 | 0.00% | 283 | 2 | 0.7% | $139 | 加仓 |
| SOFI | SOFI TECHNOLOGIES INC | $1.97万 | 0.00% | 1,242 | 0 | 0.0% | — | 不变 |
| JPST | JPMORGAN ULTRA-SHORT | $1.98万 | 0.00% | 391 | 255 | 187.5% | $1.29万 | 加仓 |
| CNP | CENTERPOINT ENERGY INC | $1.99万 | 0.00% | 462 | 3 | 0.7% | $129 | 加仓 |
| DFGX | DIMENSIONAL | $2.01万 | 0.00% | 383 | 383 | — | $2.01万 | 新建仓 |
| AJG | GALLAGHER ARTHUR J & CO | $2.01万 | 0.00% | 93 | 0 | 0.0% | — | 不变 |
| — | TORTOISE NUCLEAR | $2.04万 | 0.00% | 800 | 700 | 700.0% | $1.78万 | 加仓 |
| ASPN | ASPEN AEROGELS INC | $2.06万 | 0.00% | 6,010 | -1,000 | -14.3% | -$3,420 | 减仓 |
| SOUN | SOUNDHOUND AI INC | $2.06万 | 0.00% | 3,000 | 0 | 0.0% | — | 不变 |
| SCHZ | SCHWAB U.S. AGGREGATE | $2.07万 | 0.01% | 893 | 6 | 0.7% | $139 | 加仓 |
| Q | QNITY ELECTRONICS INC | $2.08万 | 0.01% | 180 | 0 | 0.0% | — | 不变 |
| USB | US BANCORP DEL | $2.08万 | 0.01% | 400 | 0 | 0.0% | — | 不变 |
| BKNG | BOOKING HLDGS INC | $2.11万 | 0.01% | 5 | 0 | 0.0% | — | 不变 |
| UBER | UBER TECHNOLOGIES INC | $2.16万 | 0.01% | 300 | -100 | -25.0% | -$7,193 | 减仓 |
| F | FORD MTR CO DEL | $2.16万 | 0.01% | 1,871 | -1,396 | -42.7% | -$1.61万 | 减仓 |
| CGXU | CAPITAL GROUP | $2.21万 | 0.01% | 750 | 0 | 0.0% | — | 不变 |
| AWK | AMERICAN WTR WKS CO INC | $2.24万 | 0.01% | 165 | 1 | 0.6% | $136 | 加仓 |
| AGQ | PROSHARES ULTRA SILVER | $2.28万 | 0.01% | 191 | 191 | — | $2.28万 | 新建仓 |
| CME | CME GROUP INC | $2.30万 | 0.01% | 78 | 51 | 188.9% | $1.51万 | 加仓 |
| — | SANUWAVE HEALTH INC | $2.30万 | 0.01% | 1,333 | 0 | 0.0% | — | 不变 |
| FPS | FORGENT PWR SOLUTION | $2.34万 | 0.01% | 800 | 800 | — | $2.34万 | 新建仓 |
| PRU | PRUDENTIAL FINL INC | $2.43万 | 0.01% | 248 | -73 | -22.7% | -$7,144 | 减仓 |
| CMCSA | COMCAST CORP NEW | $2.44万 | 0.01% | 850 | -4,367 | -83.7% | -$12.54万 | 减仓 |
| XLE | STATE STREET ENERGY | $2.45万 | 0.01% | 400 | 0 | 0.0% | — | 不变 |
| MSI | MOTOROLA SOLUTIONS INC | $2.48万 | 0.01% | 57 | 0 | 0.0% | — | 不变 |
| OPFI | OPPFI INC | $2.49万 | 0.01% | 3,227 | 0 | 0.0% | — | 不变 |
| ITW | ILLINOIS TOOL WKS INC | $2.55万 | 0.01% | 98 | 2 | 2.1% | $521 | 加仓 |
| SCHE | SCHWAB EMERGING MARKETS | $2.57万 | 0.01% | 780 | 0 | 0.0% | — | 不变 |
| IEMG | ISHARES CORE MSCI | $2.58万 | 0.01% | 370 | 370 | — | $2.58万 | 新建仓 |
| KBH | KB HOME | $2.59万 | 0.01% | 500 | 500 | — | $2.59万 | 新建仓 |
| VRTX | VERTEX PHARMACEUTICALS I | $2.59万 | 0.01% | 58 | 0 | 0.0% | — | 不变 |
| NOW | SERVICENOW INC | $2.61万 | 0.01% | 250 | 100 | 66.7% | $1.05万 | 加仓 |
| SYM | SYMBOTIC INC | $2.66万 | 0.01% | 500 | 500 | — | $2.66万 | 新建仓 |
| MKC | MCCORMICK & CO INC | $2.67万 | 0.01% | 528 | 3 | 0.6% | $151 | 加仓 |
| BA | BOEING CO | $2.67万 | 0.01% | 134 | 0 | 0.0% | — | 不变 |
| INFL | HORIZON KINETICS | $2.72万 | 0.01% | 422 | 422 | — | $2.72万 | 新建仓 |
| DBA | INVESCO DB AGRICULTURE | $2.73万 | 0.01% | 1,000 | 0 | 0.0% | — | 不变 |
| IJH | ISHARES CORE S&P MID-CAP | $2.73万 | 0.01% | 405 | 0 | 0.0% | — | 不变 |
| IWD | ISHARES RUSSELL 1000 | $2.73万 | 0.01% | 128 | 128 | — | $2.73万 | 新建仓 |
| VEA | VANGUARD FTSE DEVELOPED | $2.75万 | 0.01% | 428 | -39 | -8.4% | -$2,503 | 减仓 |
| GILD | GILEAD SCIENCES INC | $2.79万 | 0.01% | 200 | 0 | 0.0% | — | 不变 |
| WFC | WELLS FARGO & CO | $2.79万 | 0.01% | 351 | 0 | 0.0% | — | 不变 |
| BBY | BEST BUY INC | $2.80万 | 0.01% | 436 | 6 | 1.4% | $385 | 加仓 |
| PSX | PHILLIPS 66 | $2.82万 | 0.01% | 154 | -2 | -1.3% | -$366 | 减仓 |
| OGE | OGE ENERGY CORP | $2.87万 | 0.01% | 597 | 5 | 0.8% | $240 | 加仓 |
| — | FERGUSON ENTERPRISES INC | $2.92万 | 0.01% | 127 | 0 | 0.0% | — | 不变 |
| FCX | FREEPORT-MCMORAN INC | $2.94万 | 0.01% | 500 | 0 | 0.0% | — | 不变 |
| OLN | OLIN CORP | $2.97万 | 0.01% | 1,000 | 1,000 | — | $2.97万 | 新建仓 |
| TPYP | TORTOISE NORTH AMERICAN | $2.99万 | 0.01% | 705 | 0 | 0.0% | — | 不变 |
| CTVA | CORTEVA INC | $3.01万 | 0.01% | 360 | 0 | 0.0% | — | 不变 |
| PALL | ABRDN PHYSICAL PALLADIUM | $3.10万 | 0.01% | 230 | 0 | 0.0% | — | 不变 |
| XEL | XCEL ENERGY INC | $3.18万 | 0.01% | 400 | 0 | 0.0% | — | 不变 |
| FALN | ISHARES FALLEN ANGELS | $3.26万 | 0.01% | 1,220 | 13 | 1.1% | $347 | 加仓 |
| EQT | EQT CORP | $3.27万 | 0.01% | 514 | 2 | 0.4% | $127 | 加仓 |
| DELL | DELL TECHNOLOGIES INC | $3.28万 | 0.01% | 200 | 50 | 33.3% | $8,206 | 加仓 |
| CLF | CLEVELAND-CLIFFS INC NEW | $3.38万 | 0.01% | 4,000 | 4,000 | — | $3.38万 | 新建仓 |
| DBC | INVESCO DB COMMODITY | $3.42万 | 0.01% | 1,180 | 0 | 0.0% | — | 不变 |
| — | ISHARES ETHEREUM TRUST | $3.48万 | 0.01% | 2,200 | 0 | 0.0% | — | 不变 |
| VST | VISTRA CORP | $3.63万 | 0.01% | 241 | 241 | — | $3.63万 | 新建仓 |
| ANF | ABERCROMBIE & FITCH CO | $3.69万 | 0.01% | 404 | 404 | — | $3.69万 | 新建仓 |
| ABBV | ABBVIE INC | $3.74万 | 0.01% | 172 | 6 | 3.6% | $1,304 | 加仓 |
| — | SEALED AIR CORP NEW | $3.76万 | 0.01% | 895 | 0 | 0.0% | — | 不变 |
| VTC | VANGUARD TOTAL CORPORATE | $3.87万 | 0.01% | 504 | 504 | — | $3.87万 | 新建仓 |
| SDY | STATE STREET SPDR S&P | $3.91万 | 0.01% | 268 | 1 | 0.4% | $146 | 加仓 |
| HYG | ISHARES IBOXX $ HIGH | $3.95万 | 0.01% | 497 | 5 | 1.0% | $398 | 加仓 |
| — | AEYE INC | $4.00万 | 0.01% | 66,175 | 66,175 | — | $4.00万 | 新建仓 |
| KHC | KRAFT HEINZ CO | $4.05万 | 0.01% | 1,800 | 15 | 0.8% | $337 | 加仓 |
| LHX | L3HARRIS TECHNOLOGIES IN | $4.15万 | 0.01% | 120 | 100 | 500.0% | $3.46万 | 加仓 |
| NUGT | DIREXION DAILY GOLD | $4.20万 | 0.01% | 223 | 223 | — | $4.20万 | 新建仓 |
| AMGN | AMGEN INC | $4.40万 | 0.01% | 125 | 100 | 400.0% | $3.52万 | 加仓 |
| HD | HOME DEPOT INC | $4.42万 | 0.01% | 135 | 2 | 1.5% | $655 | 加仓 |
| KRG | KITE RLTY GROUP TR | $4.51万 | 0.01% | 1,836 | 22 | 1.2% | $540 | 加仓 |
| EMO | CLEARBRIDGE ENRGY MDSTRA | $4.51万 | 0.01% | 854 | 0 | 0.0% | — | 不变 |
| C | CITIGROUP INC | $4.57万 | 0.01% | 403 | 2 | 0.5% | $227 | 加仓 |
| CWB | STATE STREET SPDR | $4.58万 | 0.01% | 501 | 501 | — | $4.58万 | 新建仓 |
| ROK | ROCKWELL AUTOMATION INC | $4.63万 | 0.01% | 129 | 0 | 0.0% | — | 不变 |
| IBIT | ISHARES BITCOIN TRUST | $4.66万 | 0.01% | 1,214 | 0 | 0.0% | — | 不变 |
| FRME | FIRST MERCHANTS CORP | $4.67万 | 0.01% | 1,206 | 12 | 1.0% | $465 | 加仓 |
| NEM | NEWMONT CORP | $4.75万 | 0.01% | 439 | 219 | 99.5% | $2.37万 | 加仓 |
| CAVA | CAVA GROUP INC | $4.85万 | 0.01% | 600 | 0 | 0.0% | — | 不变 |
| JEPQ | JPMORGAN NASDAQ EQUITY | $4.87万 | 0.01% | 878 | 878 | — | $4.87万 | 新建仓 |
| LNG | CHENIERE ENERGY INC | $4.91万 | 0.01% | 173 | 0 | 0.0% | — | 不变 |
| — | INVESCO DB US DOLLAR | $4.95万 | 0.01% | 2,450 | 2,450 | — | $4.95万 | 新建仓 |
| VWO | VANGUARD FTSE EMERGING | $4.95万 | 0.01% | 917 | 0 | 0.0% | — | 不变 |
| IYH | ISHARES U.S. HEALTHCARE | $4.98万 | 0.01% | 807 | 2 | 0.2% | $123 | 加仓 |
| YUM | YUM BRANDS INC | $4.98万 | 0.01% | 320 | 1 | 0.3% | $156 | 加仓 |
| IEFA | ISHARES CORE MSCI EAFE | $5.02万 | 0.01% | 555 | 320 | 136.2% | $2.90万 | 加仓 |
| ENB | ENBRIDGE INC F | $5.04万 | 0.01% | 931 | -100 | -9.7% | -$5,414 | 减仓 |
| NBIS | NEBIUS GROUP N V A F | $5.04万 | 0.01% | 0 | — | — | — | 申报中断 |
| ABT | ABBOTT LABS | $5.19万 | 0.01% | 505 | 2 | 0.4% | $205 | 加仓 |
| UAL | UNITED AIRLINES HLDG | $5.33万 | 0.01% | 579 | 0 | 0.0% | — | 不变 |
| IBKR | INTERACTIVE BROKERS GROU | $5.37万 | 0.01% | 800 | 800 | — | $5.37万 | 新建仓 |
| BMO | BANK MONTREAL QUE F | $5.41万 | 0.01% | 400 | 0 | 0.0% | — | 不变 |
| RSG | REPUBLIC SVCS INC | $5.48万 | 0.01% | 250 | 0 | 0.0% | — | 不变 |
| ALAB | ASTERA LABS INC | $5.48万 | 0.01% | 500 | 450 | 900.0% | $4.93万 | 重新持有 |
| V | VISA INC | $5.58万 | 0.01% | 185 | 0 | 0.0% | — | 不变 |
| TRGP | TARGA RES CORP | $5.61万 | 0.01% | 224 | 1 | 0.4% | $250 | 加仓 |
| DE | DEERE & CO | $5.65万 | 0.01% | 100 | 0 | 0.0% | — | 不变 |
| TIP | ISHARES TIPS BOND ETF | $5.68万 | 0.01% | 515 | 0 | 0.0% | — | 不变 |