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 |
|---|---|---|---|---|---|---|---|---|
| NEE | NEXTERA ENERGY INC | $20.99万 | 0.05% | 2,260 | 26 | 1.2% | $2,415 | 加仓 |
| TLT | ISHARES 20plus YEAR | $21.20万 | 0.05% | 2,446 | 388 | 18.9% | $3.36万 | 加仓 |
| SPPP | SPROTT PHYSICAL PLATINUM | $21.28万 | 0.05% | 13,702 | 5,375 | 64.5% | $8.35万 | 加仓 |
| PPA | INVESCO AEROSPACE & | $21.51万 | 0.05% | 1,198 | 313 | 35.4% | $5.62万 | 加仓 |
| DFVX | DIMENSIONAL US LARGE CAP | $21.98万 | 0.05% | 2,959 | 10 | 0.3% | $743 | 加仓 |
| OEF | ISHARES S&P 100 ETF | $22.06万 | 0.05% | 693 | 2 | 0.3% | $637 | 加仓 |
| EXC | EXELON CORP | $22.54万 | 0.05% | 4,598 | 1 | 0.0% | $49 | 加仓 |
| VSDM | VANGUARD SHORT DURATION | $22.70万 | 0.05% | 3,302 | 17 | 0.5% | $1,169 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $23.55万 | 0.06% | 1,424 | 11 | 0.8% | $1,819 | 加仓 |
| MO | ALTRIA GROUP INC | $24.04万 | 0.06% | 3,643 | 28 | 0.8% | $1,848 | 加仓 |
| BKR | BAKER HUGHES CO. A | $24.08万 | 0.06% | 3,944 | 1,769 | 81.3% | $10.80万 | 加仓 |
| — | HONEYWELL INTL INC | $24.16万 | 0.06% | 1,069 | 669 | 167.2% | $15.12万 | 加仓 |
| STZ | CONSTELLATION BRANDS INC | $24.93万 | 0.06% | 1,661 | 8 | 0.5% | $1,201 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $25.06万 | 0.06% | 1,914 | -78 | -3.9% | -$1.02万 | 减仓 |
| ON | ON SEMICONDUCTOR CORP | $25.50万 | 0.06% | 2,618 | 2,618 | — | $25.50万 | 新建仓 |
| SLB | SLB LIMITED F | $25.70万 | 0.06% | 5,000 | 5,000 | — | $25.70万 | 新建仓 |
| MDLZ | MONDELEZ INTL INC | $27.44万 | 0.07% | 4,762 | 31 | 0.7% | $1,787 | 加仓 |
| — | EIGHTCO HLDGS INC EQUITY | $27.97万 | 0.07% | 300,000 | 294,684 | 5,543.3% | $27.47万 | 重新持有 |
| GS | GOLDMAN SACHS GROUP INC | $28.53万 | 0.07% | 337 | 1 | 0.3% | $846 | 加仓 |
| SCHM | SCHWAB U.S. MID-CAP ETF | $28.92万 | 0.07% | 9,342 | 6 | 0.1% | $186 | 加仓 |
| CRUS | CIRRUS LOGIC INC | $28.95万 | 0.07% | 3,002 | 3,002 | — | $28.95万 | 新建仓 |
| — | THOMSON REUTERS CORP F | $28.97万 | 0.07% | 3,220 | 3,220 | — | $28.97万 | 新建仓 |
| T | AT&T INC | $29.58万 | 0.07% | 10,204 | 1,290 | 14.5% | $3.74万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $30.80万 | 0.07% | 789 | 575 | 268.7% | $22.45万 | 加仓 |
| TXN | TEXAS INSTRS INC | $31.08万 | 0.08% | 1,601 | 1,001 | 166.8% | $19.43万 | 加仓 |
| IXUS | ISHARES CORE MSCI TOTAL | $31.38万 | 0.08% | 3,623 | 10 | 0.3% | $866 | 加仓 |
| DFNM | DIMENSIONAL NATIONAL | $33.25万 | 0.08% | 6,936 | -44 | -0.6% | -$2,109 | 减仓 |
| VOX | VANGUARD COMMUNICATION | $33.40万 | 0.08% | 1,857 | -213 | -10.3% | -$3.83万 | 减仓 |
| UPS | UNITED PARCEL SVC INC | $34.19万 | 0.08% | 3,475 | 2 | 0.1% | $197 | 加仓 |
| MRK | MERCK & CO. INC. | $34.81万 | 0.08% | 2,894 | 6 | 0.2% | $722 | 加仓 |
| IHI | ISHARES U.S. MEDICAL | $36.09万 | 0.09% | 6,765 | -61 | -0.9% | -$3,254 | 减仓 |
| RTX | RTX CORP | $36.28万 | 0.09% | 1,881 | -181 | -8.8% | -$3.49万 | 减仓 |
| AGG | ISHARES CORE U.S. | $36.47万 | 0.09% | 3,674 | 0 | 0.0% | — | 不变 |
| QQQ | INVESCO QQQ TR | $36.50万 | 0.09% | 633 | 2 | 0.3% | $1,153 | 加仓 |
| CEG | CONSTELLATION ENERGY COR | $37.17万 | 0.09% | 1,331 | -137 | -9.3% | -$3.83万 | 减仓 |
| VHT | VANGUARD HEALTH CARE | $37.58万 | 0.09% | 1,380 | -238 | -14.7% | -$6.48万 | 减仓 |
| VSS | VANGUARD FTSE ALL-WORLD | $37.82万 | 0.09% | 2,594 | 0 | 0.0% | — | 不变 |
| DGCB | DIMENSIONAL GLOBAL | $39.92万 | 0.10% | 7,374 | -81 | -1.1% | -$4,385 | 减仓 |
| CGMS | CAPITAL GROUP U.S. | $41.08万 | 0.10% | 15,087 | 0 | 0.0% | — | 不变 |
| ONB | OLD NATL BANCORP IND | $41.40万 | 0.10% | 18,731 | -2,116 | -10.2% | -$4.68万 | 减仓 |
| DFIP | DIMENSIONAL | $41.59万 | 0.10% | 9,970 | 497 | 5.2% | $2.07万 | 加仓 |
| OXY | OCCIDENTAL PETE CORP | $42.38万 | 0.10% | 6,511 | -1,348 | -17.2% | -$8.78万 | 减仓 |
| IEZ | ISHARES U.S. OIL | $43.11万 | 0.10% | 14,891 | 13,210 | 785.8% | $38.24万 | 加仓 |
| AZN | ASTRAZENECA PLC F | $45.12万 | 0.11% | 2,288 | 2,288 | — | $45.12万 | 新建仓 |
| VBK | VANGUARD SMALL-CAP | $46.60万 | 0.11% | 1,541 | -76 | -4.7% | -$2.30万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $48.03万 | 0.12% | 1,633 | -20 | -1.2% | -$5,883 | 减仓 |
| INTC | INTEL CORP | $49.83万 | 0.12% | 11,291 | 8,407 | 291.5% | $37.10万 | 加仓 |
| CAT | CATERPILLAR INC | $52.19万 | 0.13% | 736 | 69 | 10.3% | $4.89万 | 加仓 |
| FSLY | FASTLY INC | $53.76万 | 0.13% | 10,501 | 10,501 | — | $53.76万 | 新建仓 |
| GLW | CORNING INC | $53.79万 | 0.13% | 3,955 | 3,465 | 707.1% | $47.13万 | 加仓 |
| VFH | VANGUARD FINANCIALS | $56.27万 | 0.14% | 4,657 | 34 | 0.7% | $4,108 | 加仓 |
| GOOGL | ALPHABET INC | $56.53万 | 0.14% | 1,965 | 27 | 1.4% | $7,768 | 加仓 |
| CVX | CHEVRON CORP NEW | $56.78万 | 0.14% | 2,744 | -1,688 | -38.1% | -$34.93万 | 减仓 |
| IYF | ISHARES U.S. FINANCIALS | $57.56万 | 0.14% | 4,891 | 2,467 | 101.8% | $29.03万 | 加仓 |
| SPY | STATE STREET SPDR S&P | $57.66万 | 0.14% | 886 | 9 | 1.0% | $5,857 | 加仓 |
| LIN | LINDE PLC F | $57.82万 | 0.14% | 1,166 | 0 | 0.0% | — | 不变 |
| DFAE | DIMENSIONAL EMERGING | $58.52万 | 0.14% | 17,282 | 1,916 | 12.5% | $6.49万 | 加仓 |
| NOC | NORTHROP GRUMMAN CORP | $61.47万 | 0.15% | 900 | 191 | 26.9% | $13.04万 | 加仓 |
| BIL | STATE STREET SPDR | $62.17万 | 0.15% | 6,784 | 526 | 8.4% | $4.82万 | 加仓 |
| WTFC | WINTRUST FINL CORP | $63.16万 | 0.15% | 4,546 | 0 | 0.0% | — | 不变 |
| DFIC | DIMENSIONAL | $63.40万 | 0.15% | 17,842 | 1,945 | 12.2% | $6.91万 | 加仓 |
| MGV | VANGUARD MEGA CAP VALUE | $68.42万 | 0.17% | 4,721 | 27 | 0.6% | $3,913 | 加仓 |
| LLY | ELI LILLY AND CO | $68.45万 | 0.17% | 745 | 3 | 0.4% | $2,757 | 加仓 |
| VCSH | VANGUARD SHORT TERM COR | $74.14万 | 0.18% | 9,349 | -407 | -4.2% | -$3.23万 | 减仓 |
| GWW | GRAINGER W W INC | $77.82万 | 0.19% | 714 | 1 | 0.1% | $1,090 | 加仓 |
| GDX | VANECK GOLD MINERS ETF | $78.06万 | 0.19% | 8,506 | 1,300 | 18.0% | $11.93万 | 加仓 |
| DEXC | DIMENSIONAL EMERGING | $80.60万 | 0.20% | 10,166 | 10,166 | — | $80.60万 | 新建仓 |
| META | META PLATFORMS INC | $81.87万 | 0.20% | 1,431 | -59 | -4.0% | -$3.38万 | 减仓 |
| — | DIMENSIONAL US REAL | $82.98万 | 0.20% | 35,089 | 567 | 1.6% | $1.34万 | 加仓 |
| CRH | CRH PUBLIC LIMITED CO F | $83.68万 | 0.20% | 7,960 | 0 | 0.0% | — | 不变 |
| IBM | IBM CORP | $84.65万 | 0.20% | 3,492 | -1,992 | -36.3% | -$48.29万 | 减仓 |
| SCHA | SCHWAB U.S. SMALL-CAP | $89.63万 | 0.22% | 30,823 | -66 | -0.2% | -$1,919 | 减仓 |
| KO | THE COCA-COLA CO | $92.92万 | 0.22% | 12,219 | -100 | -0.8% | -$7,605 | 减仓 |
| MCD | MCDONALDS CORP | $95.58万 | 0.23% | 3,075 | -839 | -21.4% | -$26.08万 | 减仓 |
| MOAT | VANECK MORNINGSTAR WIDE | $96.34万 | 0.23% | 9,964 | -16 | -0.2% | -$1,547 | 减仓 |
| — | EXXON MOBIL CORP | $96.36万 | 0.23% | 6,183 | 298 | 5.1% | $4.64万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES IN | $100.66万 | 0.24% | 6,881 | -595 | -8.0% | -$8.70万 | 减仓 |
| SCHF | SCHWAB INTERNATIONAL | $106.07万 | 0.26% | 42,857 | -2,400 | -5.3% | -$5.94万 | 减仓 |
| GE | GE AEROSPACE | $106.20万 | 0.26% | 3,566 | 1,239 | 53.2% | $36.90万 | 加仓 |
| SOXX | ISHARES SEMICONDUCTOR | $107.39万 | 0.26% | 3,267 | 3,061 | 1,485.9% | $100.62万 | 加仓 |
| AMD | ADVANCED MICRO DEVIC | $109.32万 | 0.26% | 5,551 | -526 | -8.7% | -$10.36万 | 减仓 |
| CGDV | CAPITAL GROUP DIVIDEND | $110.73万 | 0.27% | 26,029 | 1,545 | 6.3% | $6.57万 | 加仓 |
| SCHG | SCHWAB U.S. LARGE-CAP | $115.76万 | 0.28% | 41,042 | -464 | -1.1% | -$1.31万 | 减仓 |
| VGK | VANGUARD FTSE EUROPE | $124.28万 | 0.30% | 15,074 | -1,639 | -9.8% | -$13.51万 | 减仓 |
| DIHP | DIMENSIONAL | $126.86万 | 0.31% | 39,376 | 246 | 0.6% | $7,926 | 加仓 |
| BND | VANGUARD TOTAL BOND | $128.22万 | 0.31% | 17,814 | 2,141 | 13.7% | $15.41万 | 加仓 |
| GEV | GE VERNOVA INC | $131.81万 | 0.32% | 1,423 | -61 | -4.1% | -$5.65万 | 减仓 |
| TLH | ISHARES 10-20 YEAR | $138.02万 | 0.33% | 13,703 | -706 | -4.9% | -$7.11万 | 减仓 |
| TBIL | F/M US TREASURY 3 MONTH | $138.11万 | 0.33% | 27,700 | 2,919 | 11.8% | $14.55万 | 加仓 |
| ITA | ISHARES U.S. AEROSPACE & | $140.97万 | 0.34% | 6,441 | -32 | -0.5% | -$7,004 | 减仓 |
| WMT | WALMART INC | $147.36万 | 0.36% | 11,858 | 2 | 0.0% | $249 | 加仓 |
| IVV | ISHARES CORE S&P 500 | $149.04万 | 0.36% | 2,281 | 38 | 1.7% | $2.48万 | 加仓 |
| VTIP | VANGUARD SHORT-TERM | $153.59万 | 0.37% | 31,555 | 8,184 | 35.0% | $39.83万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $157.60万 | 0.38% | 10,911 | -45 | -0.4% | -$6,500 | 减仓 |
| VIG | VANGUARD DIVIDEND | $168.21万 | 0.41% | 7,821 | -722 | -8.5% | -$15.53万 | 减仓 |
| DISV | DIMENSIONAL | $173.37万 | 0.42% | 42,659 | 2,020 | 5.0% | $8.21万 | 加仓 |
| TSLA | TESLA INC | $176.40万 | 0.43% | 4,745 | -684 | -12.6% | -$25.43万 | 减仓 |
| GOOG | ALPHABET INC | $177.13万 | 0.43% | 5,495 | -1,230 | -18.3% | -$39.65万 | 减仓 |
| DFSD | DIMENSIONAL | $188.89万 | 0.46% | 39,449 | 448 | 1.1% | $2.15万 | 加仓 |
| DFSU | DIMENSIONAL US | $189.98万 | 0.46% | 46,234 | -7,719 | -14.3% | -$31.72万 | 减仓 |