13F 机构持仓

Strategic Investment Solutions, Inc. /IL

ORLAND PARK IL · SEC CIK 0001960144

2026Q22026Q1 更早 9 个季度 🔒
$4.37亿2026Q2 申报市值
706持仓数
46.0%前十大占比 · 第一大 13.9%
69 / 57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 13.9%
VTV 5.2%
DFAW 4.8%
DFUS 4.5%
DFAX 4.4%
AOK 3.3%
AAPL 3.1%
GLD 2.5%
DIMENSIONAL U. 2.3%
DIMENSIONAL U. 2.0%

2026Q2 买入最多 按季末市值估算

DEXC 加仓+$445.54万
VTV 加仓+$205.45万
SNDK 新建仓+$150.07万
DFUV 加仓+$126.81万
NVDA 加仓+$126.68万

2026Q2 卖出最多 按季末市值估算

VUG 减仓-$1,164.68万
DFAW 减仓-$227.33万
AOK 减仓-$203.86万
VDC 减仓-$185.10万
VGUS 减仓-$176.83万

2026Q2 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
INFQ INFLEQTION INC $1.90万0.00%1,425 1,425— $1.90万 新建仓
LNT ALLIANT ENERGY CORP $1.91万0.00%250 20.8% $153 加仓
MSGK MADISON SQUARE GARDEN SP $1.93万0.00%48 00.0% — 不变
SLF SUN LIFE FINL INC F $1.93万0.00%246 00.0% — 不变
OUNZ VANECK MERK GOLD TRUST $1.93万0.00%500 500— $1.93万 新建仓
SOUN SOUNDHOUND AI INC $1.94万0.00%3,000 00.0% — 不变
VYM VANGUARD HIGH DIVIDEND $1.98万0.00%125 00.0% — 不变
JPST JPMORGAN ULTRA-SHORT $1.98万0.00%391 00.0% — 不变
OLN OLIN CORP $1.98万0.00%1,000 00.0% — 不变
— TEUCRIUM WHEAT FUND $1.98万0.00%900 40080.0% $8,812 加仓
WH WYNDHAM HOTELS & RESORTS $2.03万0.00%241 10.4% $84 加仓
PFG PRINCIPAL FINL GROUP INC $2.04万0.00%189 00.0% — 不变
CNP CENTERPOINT ENERGY INC $2.04万0.00%464 20.4% $88 加仓
MET METLIFE INC $2.05万0.00%242 00.0% — 不变
— TORTOISE NUCLEAR $2.05万0.00%824 243.0% $597 加仓
XPO XPO INC $2.05万0.00%100 00.0% — 不变
EME EMCOR GROUP INC $2.07万0.00%25 00.0% — 不变
SCHZ SCHWAB U.S. AGGREGATE $2.09万0.00%902 91.0% $208 加仓
CMCSA COMCAST CORP NEW $2.09万0.00%850 00.0% — 不变
AJG GALLAGHER ARTHUR J & CO $2.13万0.00%93 00.0% — 不变
CVS CVS HEALTH CORP $2.15万0.00%208 00.0% — 不变
UBER UBER TECHNOLOGIES INC $2.16万0.00%300 00.0% — 不变
TNL TRAVEL plus LEISURE CO $2.18万0.00%286 31.1% $229 加仓
AWK AMERICAN WTR WKS CO INC $2.18万0.00%166 10.6% $132 加仓
ASML ASML HLDG N V F $2.19万0.01%11 110.0% $1,989 加仓
XLE STATE STREET ENERGY $2.21万0.01%417 174.2% $903 加仓
BKNG BOOKING HLDGS INC $2.23万0.01%125 00.0% — 不变
— ISHARES INTERNATIONAL $2.23万0.01%1,000 1,000— $2.23万 新建仓
SYM SYMBOTIC INC $2.25万0.01%500 00.0% — 不变
SIL GLOBAL X SILVER MINERS $2.26万0.01%292 192192.0% $1.49万 加仓
RGTI RIGETTI COMPUTING INC $2.26万0.01%1,171 1,1588,907.7% $2.24万 加仓
PDBC INVESCO OPTIMUM YIELD $2.38万0.01%1,500 1,500— $2.38万 新建仓
MSI MOTOROLA SOLUTIONS INC $2.38万0.01%57 00.0% — 不变
D DOMINION ENERGY INC $2.43万0.01%356 -2,608-88.0% -$17.80万 减仓
LIFE ETHOS TECHNOLOGIES INC $2.46万0.01%1,354 1,3143,285.0% $2.38万 加仓
PSX PHILLIPS 66 $2.46万0.01%145 -9-5.8% -$1,525 减仓
NOW SERVICENOW INC $2.48万0.01%250 00.0% — 不变
GILD GILEAD SCIENCES INC $2.53万0.01%200 00.0% — 不变
PALL ABRDN PHYSICAL PALLADIUM $2.54万0.01%1,150 00.0% — 不变
IYR ISHARES U.S. REAL ESTATE $2.56万0.01%250 250— $2.56万 新建仓
INFL HORIZON KINETICS $2.58万0.01%517 9522.5% $4,739 加仓
CGXU CAPITAL GROUP $2.60万0.01%750 00.0% — 不变
NUGT DIREXION DAILY GOLD $2.61万0.01%223 00.0% — 不变
DBA INVESCO DB AGRICULTURE $2.67万0.01%1,000 00.0% — 不变
MKC MCCORMICK & CO INC $2.69万0.01%533 50.9% $252 加仓
PRU PRUDENTIAL FINL INC $2.69万0.01%249 10.4% $108 加仓
EQT EQT CORP $2.74万0.01%515 10.2% $53 加仓
XLK STATE STREET TECHNOLOGY $2.74万0.01%144 00.0% — 不变
SCHE SCHWAB EMERGING MARKETS $2.83万0.01%782 20.3% $72 加仓
ITW ILLINOIS TOOL WKS INC $2.86万0.01%106 88.2% $2,157 加仓
VRTX VERTEX PHARMACEUTICALS I $2.88万0.01%58 00.0% — 不变
WFC WELLS FARGO & CO $2.90万0.01%351 00.0% — 不变
OGE OGE ENERGY CORP $2.93万0.01%603 61.0% $292 加仓
Q QNITY ELECTRONICS INC $2.94万0.01%180 00.0% — 不变
TPYP TORTOISE NORTH AMERICAN $2.96万0.01%705 00.0% — 不变
FERG FERGUSON ENTERPRISES INC $3.02万0.01%127 127— $3.02万 新建仓
CTVA CORTEVA INC $3.05万0.01%360 00.0% — 不变
BA BOEING CO $3.05万0.01%141 75.2% $1,515 加仓
VEA VANGUARD FTSE DEVELOPED $3.06万0.01%429 10.2% $71 加仓
IEMG ISHARES CORE MSCI $3.07万0.01%370 00.0% — 不变
IWD ISHARES RUSSELL 1000 $3.10万0.01%128 00.0% — 不变
IJH ISHARES CORE S&P MID-CAP $3.12万0.01%405 00.0% — 不变
KBH KB HOME $3.13万0.01%500 00.0% — 不变
FCX FREEPORT-MCMORAN INC $3.14万0.01%500 00.0% — 不变
CIBR FIRST TRUST NASDAQ $3.14万0.01%350 8029.6% $7,188 加仓
DBC INVESCO DB COMMODITY $3.15万0.01%1,180 00.0% — 不变
OPFI OPPFI INC $3.20万0.01%3,227 00.0% — 不变
XEL XCEL ENERGY INC $3.21万0.01%400 00.0% — 不变
— SILICOM LTD F $3.36万0.01%700 700— $3.36万 新建仓
BBY BEST BUY INC $3.36万0.01%442 61.4% $456 加仓
FALN ISHARES FALLEN ANGELS $3.37万0.01%1,238 181.5% $490 加仓
UNP UNION PAC CORP $3.40万0.01%125 -395-76.0% -$10.75万 减仓
TBT PROSHARES ULTRASHORT 20plus $3.49万0.01%1,000 1,000— $3.49万 新建仓
ANF ABERCROMBIE & FITCH CO $3.64万0.01%404 00.0% — 不变
IBIT ISHARES BITCOIN TRUST $3.74万0.01%1,124 -90-7.4% -$2,996 减仓
MA MASTERCARD INC $3.75万0.01%73 -250-77.4% -$12.84万 减仓
CLF CLEVELAND-CLIFFS INC NEW $3.76万0.01%4,000 00.0% — 不变
ASPN ASPEN AEROGELS INC $3.81万0.01%6,010 00.0% — 不变
VTC VANGUARD TOTAL CORPORATE $3.92万0.01%510 61.2% $461 加仓
HYG ISHARES IBOXX $ HIGH $4.03万0.01%504 71.4% $560 加仓
NEM NEWMONT CORP $4.06万0.01%435 -4-0.9% -$374 减仓
SDY STATE STREET SPDR S&P $4.09万0.01%269 10.4% $152 加仓
LNG CHENIERE ENERGY INC $4.17万0.01%174 10.6% $239 加仓
AGQ PROSHARES ULTRA SILVER $4.20万0.01%617 426223.0% $2.90万 加仓
EMO CLEARBRIDGE ENRGY MDSTRA $4.28万0.01%854 00.0% — 不变
KHC KRAFT HEINZ CO $4.29万0.01%1,814 140.8% $331 加仓
ZM ZOOM COMMUNICATIONS INC $4.32万0.01%500 400400.0% $3.45万 加仓
BP BP P L C F $4.34万0.01%1,174 -6,320-84.3% -$23.35万 减仓
HONA HONEYWELL AEROSPACE INC $4.42万0.01%200 200— $4.42万 新建仓
FPS FORGENT PWR SOLUTION $4.47万0.01%800 00.0% — 不变
HON HONEYWELL INTL INC $4.48万0.01%200 -869-81.3% -$19.46万 减仓
AMGN AMGEN INC $4.53万0.01%125 00.0% — 不变
CME CME GROUP INC $4.57万0.01%207 129165.4% $2.85万 加仓
ABT ABBOTT LABS $4.62万0.01%508 30.6% $273 加仓
CTSH COGNIZANT TECHNOLOGY SOL $4.65万0.01%1,200 00.0% — 不变
LMT LOCKHEED MARTIN CORP $4.69万0.01%92 -96-51.1% -$4.89万 减仓
CAVA CAVA GROUP INC $4.71万0.01%600 00.0% — 不变
UNH UNITEDHEALTH GROUP INC $4.88万0.01%117 -280-70.5% -$11.67万 减仓
— INVESCO DB US DOLLAR $4.91万0.01%2,750 30012.2% $5,358 加仓
ABBV ABBVIE INC $4.91万0.01%195 2313.4% $5,795 加仓