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 |
|---|---|---|---|---|---|---|---|---|
| RSP | INVESCO S&P 500 EQUAL | $5.70万 | 0.01% | 297 | 1 | 0.3% | $192 | 加仓 |
| TRV | TRAVELERS COS INC | $5.70万 | 0.01% | 196 | 4 | 2.1% | $1,164 | 加仓 |
| FTMH | FRANKLIN MUNICIPAL HIGH | $5.81万 | 0.01% | 5,039 | 37 | 0.7% | $427 | 加仓 |
| FBND | FIDELITY TOTAL BOND ETF | $5.97万 | 0.01% | 1,308 | 16 | 1.2% | $730 | 加仓 |
| BCD | ABRDN BLOOMBERG ALL | $6.00万 | 0.01% | 1,678 | 1,671 | 23,871.4% | $5.98万 | 加仓 |
| SCHX | SCHWAB U.S. LARGE-CAP | $6.01万 | 0.01% | 2,343 | 0 | 0.0% | — | 不变 |
| IWF | ISHARES RUSSELL 1000 | $6.05万 | 0.01% | 142 | 142 | — | $6.05万 | 新建仓 |
| CSCO | CISCO SYS INC | $6.19万 | 0.01% | 798 | -2,746 | -77.5% | -$21.31万 | 减仓 |
| ET | ENERGY TRANSFER L P LP | $6.37万 | 0.02% | 3,299 | -2,457 | -42.7% | -$4.74万 | 减仓 |
| URA | GLOBAL X URANIUM ETF | $6.85万 | 0.02% | 1,413 | 118 | 9.1% | $5,716 | 加仓 |
| NI | NISOURCE INC | $7.00万 | 0.02% | 1,500 | -171 | -10.2% | -$7,979 | 减仓 |
| BETR | BETR HM FIN HLD CO | $7.12万 | 0.02% | 2,000 | 2,000 | — | $7.12万 | 新建仓 |
| KR | KROGER CO | $7.15万 | 0.02% | 988 | 1 | 0.1% | $72 | 加仓 |
| VOT | VANGUARD MID-CAP GROWTH | $7.27万 | 0.02% | 283 | 1 | 0.4% | $257 | 加仓 |
| CTSH | COGNIZANT TECHNOLOGY SOL | $7.36万 | 0.02% | 1,200 | 0 | 0.0% | — | 不变 |
| TDVG | T. ROWE PRICE DIVIDEND | $7.41万 | 0.02% | 1,660 | 0 | 0.0% | — | 不变 |
| VONG | VANGUARD RUSSELL 1000 | $7.43万 | 0.02% | 678 | 1 | 0.1% | $110 | 加仓 |
| NSC | NORFOLK SOUTHN CORP | $7.46万 | 0.02% | 260 | 0 | 0.0% | — | 不变 |
| AOR | ISHARES CORE 60/40 | $7.54万 | 0.02% | 1,172 | 667 | 132.1% | $4.29万 | 加仓 |
| SCHY | SCHWAB INTERNATIONAL | $7.56万 | 0.02% | 2,387 | 14 | 0.6% | $443 | 加仓 |
| CRWV | COREWEAVE INC | $7.63万 | 0.02% | 985 | 75 | 8.2% | $5,810 | 加仓 |
| SCHB | SCHWAB U.S. BROAD MARKET | $7.72万 | 0.02% | 3,077 | 3 | 0.1% | $75 | 加仓 |
| LOW | LOWES COS INC | $7.85万 | 0.02% | 332 | 1 | 0.3% | $236 | 加仓 |
| VO | VANGUARD MID-CAP INDEX | $7.87万 | 0.02% | 274 | 0 | 0.0% | — | 不变 |
| STRL | STERLING INFRASTRUCTURE | $8.15万 | 0.02% | 200 | 0 | 0.0% | — | 不变 |
| PANW | PALO ALTO NETWORKS INC | $8.24万 | 0.02% | 514 | -1,319 | -72.0% | -$21.15万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $8.38万 | 0.02% | 248 | 0 | 0.0% | — | 不变 |
| AEE | AMEREN CORP | $8.43万 | 0.02% | 767 | -79 | -9.3% | -$8,682 | 减仓 |
| NUE | NUCOR CORP | $8.46万 | 0.02% | 500 | 0 | 0.0% | — | 不变 |
| TSM | TAIWAN SEMICONDUCTOR M F | $8.48万 | 0.02% | 251 | -251 | -50.0% | -$8.48万 | 减仓 |
| VIS | VANGUARD INDUSTRIALS | $8.70万 | 0.02% | 279 | -104 | -27.2% | -$3.24万 | 减仓 |
| IDU | ISHARES U.S. UTILITIES | $8.73万 | 0.02% | 752 | 0 | 0.0% | — | 不变 |
| — | PROSHARES ULTRA | $8.81万 | 0.02% | 1,200 | 0 | 0.0% | — | 不变 |
| KTOS | KRATOS DEFENSE & SEC SOL | $8.81万 | 0.02% | 1,250 | 1,250 | — | $8.81万 | 新建仓 |
| BP | BP P L C F | $9.00万 | 0.02% | 7,494 | 5,595 | 294.6% | $6.72万 | 加仓 |
| ONDS | ONDAS INC | $9.04万 | 0.02% | 20,000 | 19,925 | 26,566.7% | $9.01万 | 重新持有 |
| VBIL | VANGUARD 0-3 MONTH | $9.27万 | 0.02% | 1,226 | -29 | -2.3% | -$2,194 | 减仓 |
| DOW | DOW INC | $9.33万 | 0.02% | 2,240 | 0 | 0.0% | — | 不变 |
| COHR | COHERENT CORP | $9.34万 | 0.02% | 392 | 392 | — | $9.34万 | 新建仓 |
| CGDG | CAPITAL GROUP DIVIDEND | $9.47万 | 0.02% | 2,638 | 400 | 17.9% | $1.44万 | 加仓 |
| ARM | ARM HLDGS PLC EQUITY A F | $9.49万 | 0.02% | 627 | 0 | 0.0% | — | 不变 |
| VLO | VALERO ENERGY CORP NEW | $9.88万 | 0.02% | 400 | 400 | — | $9.88万 | 新建仓 |
| ACN | ACCENTURE PLC IRELAND F | $9.95万 | 0.02% | 502 | 302 | 151.0% | $5.99万 | 加仓 |
| PBF | PBF ENERGY INC | $10.00万 | 0.02% | 2,100 | 2,100 | — | $10.00万 | 新建仓 |
| SHOP | SHOPIFY INC F | $10.08万 | 0.02% | 850 | 350 | 70.0% | $4.15万 | 加仓 |
| CRCL | CIRCLE INTERNET GROUP IN | $10.11万 | 0.02% | 1,060 | 400 | 60.6% | $3.82万 | 加仓 |
| COKE | COCA COLA CONSOLIDAT | $10.35万 | 0.03% | 540 | 0 | 0.0% | — | 不变 |
| FITB | FIFTH THIRD BANCORP | $10.42万 | 0.03% | 2,243 | 0 | 0.0% | — | 不变 |
| HAL | HALLIBURTON CO | $10.53万 | 0.03% | 2,700 | 2,700 | — | $10.53万 | 新建仓 |
| PEG | PUBLIC SVC ENTERPRISE GR | $10.65万 | 0.03% | 1,316 | 0 | 0.0% | — | 不变 |
| DGRW | WISDOMTREE U.S. QUALITY | $10.73万 | 0.03% | 1,221 | 0 | 0.0% | — | 不变 |
| UNH | UNITEDHEALTH GROUP INC | $10.74万 | 0.03% | 397 | 52 | 15.1% | $1.41万 | 加仓 |
| FBTC | FIDELITY WISE ORIGIN | $11.00万 | 0.03% | 1,864 | 34 | 1.9% | $2,007 | 加仓 |
| COP | CONOCOPHILLIPS | $11.14万 | 0.03% | 844 | 4 | 0.5% | $528 | 加仓 |
| APO | APOLLO GLOBAL MGMT INC N | $11.15万 | 0.03% | 1,001 | 1,001 | — | $11.15万 | 新建仓 |
| MTUM | ISHARES MSCI USA | $11.18万 | 0.03% | 465 | 0 | 0.0% | — | 不变 |
| PEP | PEPSICO INC | $11.21万 | 0.03% | 722 | 2 | 0.3% | $311 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $11.35万 | 0.03% | 188 | 77 | 69.4% | $4.65万 | 加仓 |
| MDT | MEDTRONIC PLC F | $11.39万 | 0.03% | 1,314 | 0 | 0.0% | — | 不变 |
| — | LEVERAGE SHARES 2X LONG | $11.40万 | 0.03% | 0 | — | — | — | 申报中断 |
| VTI | VANGUARD TOTAL STOCK | $11.51万 | 0.03% | 358 | -21 | -5.5% | -$6,750 | 减仓 |
| CGBL | CAPITAL GROUP CORE | $11.83万 | 0.03% | 3,437 | 1,000 | 41.0% | $3.44万 | 加仓 |
| SO | SOUTHERN CO | $11.98万 | 0.03% | 1,242 | 132 | 11.9% | $1.27万 | 加仓 |
| BMY | BRISTOL MYERS SQUIBB CO | $12.19万 | 0.03% | 2,009 | 21 | 1.1% | $1,274 | 加仓 |
| UNP | UNION PAC CORP | $12.60万 | 0.03% | 520 | 1 | 0.2% | $242 | 加仓 |
| PFE | PFIZER INC | $12.66万 | 0.03% | 4,510 | -347 | -7.1% | -$9,742 | 减仓 |
| XME | STATE STREET SPDR S&P | $12.92万 | 0.03% | 1,196 | 76 | 6.8% | $8,212 | 加仓 |
| CB | CHUBB LTD F | $13.04万 | 0.03% | 400 | 0 | 0.0% | — | 不变 |
| BNDX | VANGUARD TOTAL | $13.93万 | 0.03% | 2,900 | 2,079 | 253.2% | $9.99万 | 加仓 |
| ED | CONSOLIDATED EDISON INC | $14.03万 | 0.03% | 1,240 | 1,240 | — | $14.03万 | 新建仓 |
| SILJ | AMPLIFY JUNIOR SILVER | $14.12万 | 0.03% | 4,750 | 4,750 | — | $14.12万 | 新建仓 |
| GDXJ | VANECK JUNIOR GOLD | $14.21万 | 0.03% | 684 | 557 | 438.6% | $11.57万 | 加仓 |
| DEM | WISDOMTREE EMERGING | $14.41万 | 0.03% | 2,900 | 0 | 0.0% | — | 不变 |
| NFLX | NETFLIX INC | $15.08万 | 0.04% | 1,568 | -652 | -29.4% | -$6.27万 | 减仓 |
| WM | WASTE MGMT INC DEL | $15.12万 | 0.04% | 658 | -25 | -3.7% | -$5,745 | 减仓 |
| VZ | VERIZON COMMUNICATIONS I | $15.14万 | 0.04% | 3,016 | 251 | 9.1% | $1.26万 | 加仓 |
| — | DIMENSIONAL US CORE | $15.98万 | 0.04% | 2,217 | 2,217 | — | $15.98万 | 新建仓 |
| MA | MASTERCARD INC | $16.14万 | 0.04% | 323 | 250 | 342.5% | $12.49万 | 加仓 |
| DIS | DISNEY WALT CO | $16.36万 | 0.04% | 3,698 | -3,364 | -47.6% | -$14.88万 | 减仓 |
| SCHV | SCHWAB U.S. LARGE-CAP | $16.79万 | 0.04% | 5,504 | 5 | 0.1% | $153 | 加仓 |
| BIV | VANGUARD | $16.95万 | 0.04% | 2,196 | 4 | 0.2% | $309 | 加仓 |
| VV | VANGUARD LARGE-CAP INDEX | $16.98万 | 0.04% | 568 | 2 | 0.4% | $598 | 加仓 |
| WEC | WEC ENERGY GROUP INC | $17.22万 | 0.04% | 1,487 | 619 | 71.3% | $7.17万 | 加仓 |
| MAR | MARRIOTT INTL INC NEW | $17.44万 | 0.04% | 533 | 1 | 0.2% | $327 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $17.44万 | 0.04% | 576 | -135 | -19.0% | -$4.09万 | 减仓 |
| VNQI | VANGUARD GLOBAL EX-U.S. | $17.69万 | 0.04% | 3,981 | 0 | 0.0% | — | 不变 |
| SUB | ISHARES SHORT-TERM | $18.09万 | 0.04% | 1,699 | 8 | 0.5% | $852 | 加仓 |
| AEM | AGNICO EAGLE MINES LTD F | $18.27万 | 0.04% | 900 | 0 | 0.0% | — | 不变 |
| VTEB | VANGUARD TAX-EXEMPT BOND | $18.29万 | 0.04% | 3,666 | 996 | 37.3% | $4.97万 | 加仓 |
| D | DOMINION ENERGY INC | $18.32万 | 0.04% | 2,964 | -170 | -5.4% | -$1.05万 | 减仓 |
| AVGO | BROADCOM INC | $18.79万 | 0.05% | 607 | -91 | -13.0% | -$2.82万 | 减仓 |
| — | SCHWAB CRYPTO THEMATIC | $18.97万 | 0.05% | 3,650 | 1,165 | 46.9% | $6.06万 | 加仓 |
| CSX | CSX CORP | $18.99万 | 0.05% | 4,625 | 16 | 0.3% | $657 | 加仓 |
| BX | BLACKSTONE INC | $19.41万 | 0.05% | 1,688 | -52 | -3.0% | -$5,981 | 减仓 |
| IRM | IRON MTN INC NEW | $19.64万 | 0.05% | 1,923 | 0 | 0.0% | — | 不变 |
| VTES | VANGUARD SHORT-TERM | $19.76万 | 0.05% | 1,953 | 1,737 | 804.2% | $17.57万 | 加仓 |
| LUV | SOUTHWEST AIRLS CO | $20.11万 | 0.05% | 5,344 | -1,931 | -26.5% | -$7.26万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $20.23万 | 0.05% | 827 | 10 | 1.2% | $2,446 | 加仓 |
| — | ISHARES GLOBAL UTILITIES | $20.43万 | 0.05% | 2,366 | 0 | 0.0% | — | 不变 |
| GD | GENERAL DYNAMICS CORP | $20.57万 | 0.05% | 599 | 103 | 20.8% | $3.54万 | 加仓 |