Strategic Investment Solutions, Inc. /IL
ORLAND PARK IL · SEC CIK 0001960144
$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
26Q126Q2
前十大持仓 占组合比例
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 |
|---|---|---|---|---|---|---|---|---|
| STRL | STERLING INFRASTRUCTURE | $16.79万 | 0.04% | 200 | 0 | 0.0% | — | 不变 |
| BIV | VANGUARD | $16.90万 | 0.04% | 2,204 | 8 | 0.4% | $614 | 加仓 |
| CSX | CSX CORP | $17.28万 | 0.04% | 3,636 | -989 | -21.4% | -$4.70万 | 减仓 |
| WEC | WEC ENERGY GROUP INC | $17.66万 | 0.04% | 1,512 | 25 | 1.7% | $2,919 | 加仓 |
| VNQI | VANGUARD GLOBAL EX-U.S. | $17.85万 | 0.04% | 3,981 | 0 | 0.0% | — | 不变 |
| SPCX | SPACE EX TECH SPACEX | $18.11万 | 0.04% | 1,060 | 1,060 | — | $18.11万 | 新建仓 |
| SCHV | SCHWAB U.S. LARGE-CAP | $18.54万 | 0.04% | 5,326 | -178 | -3.2% | -$6,196 | 减仓 |
| T | AT&T INC | $18.80万 | 0.04% | 9,080 | -1,124 | -11.0% | -$2.33万 | 减仓 |
| NOC | NORTHROP GRUMMAN CORP | $19.12万 | 0.04% | 375 | -525 | -58.3% | -$26.77万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $19.56万 | 0.04% | 579 | 3 | 0.5% | $1,013 | 加仓 |
| VV | VANGUARD LARGE-CAP INDEX | $19.59万 | 0.04% | 570 | 2 | 0.4% | $687 | 加仓 |
| MAR | MARRIOTT INTL INC NEW | $19.80万 | 0.05% | 534 | 1 | 0.2% | $371 | 加仓 |
| — | ISHARES GLOBAL UTILITIES | $20.12万 | 0.05% | 2,367 | 1 | 0.0% | $85 | 加仓 |
| SUB | ISHARES SHORT-TERM | $21.06万 | 0.05% | 1,976 | 277 | 16.3% | $2.95万 | 加仓 |
| HD | HOME DEPOT INC | $21.11万 | 0.05% | 598 | 463 | 343.0% | $16.34万 | 加仓 |
| EXC | EXELON CORP | $21.45万 | 0.05% | 4,600 | 2 | 0.0% | $93 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $21.71万 | 0.05% | 854 | 27 | 3.3% | $6,863 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $22.05万 | 0.05% | 289 | -500 | -63.4% | -$38.16万 | 减仓 |
| STZ | CONSTELLATION BRANDS INC | $22.48万 | 0.05% | 1,616 | -45 | -2.7% | -$6,259 | 减仓 |
| HPE | HEWLETT PACKARD ENTERPRI | $22.92万 | 0.05% | 5,080 | 5,080 | — | $22.92万 | 新建仓 |
| LOW | LOWES COS INC | $23.31万 | 0.05% | 1,057 | 725 | 218.4% | $15.99万 | 加仓 |
| STX | SEAGATE TECHNOLOGY H F | $23.64万 | 0.05% | 245 | 245 | — | $23.64万 | 新建仓 |
| IRM | IRON MTN INC NEW | $24.29万 | 0.06% | 1,923 | 0 | 0.0% | — | 不变 |
| DUK | DUKE ENERGY CORP NEW | $24.32万 | 0.06% | 1,921 | 7 | 0.4% | $886 | 加仓 |
| DFVX | DIMENSIONAL US LARGE CAP | $24.40万 | 0.06% | 2,967 | 8 | 0.3% | $658 | 加仓 |
| MO | ALTRIA GROUP INC | $24.48万 | 0.06% | 3,402 | -241 | -6.6% | -$1.73万 | 减仓 |
| PPA | INVESCO AEROSPACE & | $24.70万 | 0.06% | 1,398 | 200 | 16.7% | $3.53万 | 加仓 |
| FIX | COMFORT SYS USA INC | $25.17万 | 0.06% | 127 | 126 | 12,600.0% | $24.97万 | 加仓 |
| OEF | ISHARES S&P 100 ETF | $25.43万 | 0.06% | 694 | 1 | 0.1% | $366 | 加仓 |
| FLEX | FLEX LTD F | $25.93万 | 0.06% | 1,600 | 1,600 | — | $25.93万 | 新建仓 |
| PM | PHILIP MORRIS INTL INC | $26.23万 | 0.06% | 1,450 | 26 | 1.8% | $4,704 | 加仓 |
| CRDO | CREDO TECHNOLOGY GROUP F | $26.35万 | 0.06% | 969 | 969 | — | $26.35万 | 新建仓 |
| LUV | SOUTHWEST AIRLS CO | $27.65万 | 0.06% | 5,377 | 33 | 0.6% | $1,697 | 加仓 |
| ON | ON SEMICONDUCTOR CORP | $27.82万 | 0.06% | 2,943 | 325 | 12.4% | $3.07万 | 加仓 |
| MDLZ | MONDELEZ INTL INC | $27.85万 | 0.06% | 4,816 | 54 | 1.1% | $3,123 | 加仓 |
| VOX | VANGUARD COMMUNICATION | $29.66万 | 0.07% | 1,613 | -244 | -13.1% | -$4.49万 | 减仓 |
| MRVL | MARVELL TECHNOLOGY INC | $30.12万 | 0.07% | 1,011 | 861 | 574.0% | $25.65万 | 加仓 |
| DELL | DELL TECHNOLOGIES INC | $30.20万 | 0.07% | 700 | 500 | 250.0% | $21.57万 | 加仓 |
| DFNM | DIMENSIONAL NATIONAL | $32.03万 | 0.07% | 6,627 | -309 | -4.5% | -$1.49万 | 减仓 |
| IHI | ISHARES U.S. MEDICAL | $32.72万 | 0.07% | 6,623 | -142 | -2.1% | -$7,016 | 减仓 |
| IEZ | ISHARES U.S. OIL | $33.49万 | 0.08% | 12,449 | -2,442 | -16.4% | -$6.57万 | 减仓 |
| VHT | VANGUARD HEALTH CARE | $34.13万 | 0.08% | 1,142 | -238 | -17.2% | -$7.11万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $34.21万 | 0.08% | 338 | 1 | 0.3% | $1,012 | 加仓 |
| CEG | CONSTELLATION ENERGY COR | $34.31万 | 0.08% | 1,381 | 50 | 3.8% | $1.24万 | 加仓 |
| SCHM | SCHWAB U.S. MID-CAP ETF | $34.47万 | 0.08% | 9,349 | 7 | 0.1% | $258 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $34.58万 | 0.08% | 1,014 | 500 | 97.3% | $17.05万 | 加仓 |
| IXUS | ISHARES CORE MSCI TOTAL | $34.91万 | 0.08% | 3,658 | 35 | 1.0% | $3,341 | 加仓 |
| UPS | UNITED PARCEL SVC INC | $36.32万 | 0.08% | 3,379 | -96 | -2.8% | -$1.03万 | 减仓 |
| AGG | ISHARES CORE U.S. | $36.36万 | 0.08% | 3,674 | 0 | 0.0% | — | 不变 |
| TSM | TAIWAN SEMICONDUCTOR M F | $36.58万 | 0.08% | 766 | 515 | 205.2% | $24.59万 | 加仓 |
| TXN | TEXAS INSTRS INC | $36.81万 | 0.08% | 1,235 | -366 | -22.9% | -$10.91万 | 减仓 |
| CSCO | CISCO SYS INC | $36.86万 | 0.08% | 3,138 | 2,340 | 293.2% | $27.49万 | 加仓 |
| AMAT | APPLIED MATLS INC | $36.95万 | 0.08% | 511 | 511 | — | $36.95万 | 新建仓 |
| ORCL | ORACLE CORP | $37.12万 | 0.08% | 2,533 | 2,497 | 6,936.1% | $36.59万 | 加仓 |
| MRK | MERCK & CO. INC. | $37.25万 | 0.09% | 2,899 | 5 | 0.2% | $643 | 加仓 |
| DFIP | DIMENSIONAL | $37.29万 | 0.09% | 9,040 | -930 | -9.3% | -$3.84万 | 减仓 |
| DGCB | DIMENSIONAL GLOBAL | $38.93万 | 0.09% | 7,124 | -250 | -3.4% | -$1.37万 | 减仓 |
| VSS | VANGUARD FTSE ALL-WORLD | $40.25万 | 0.09% | 2,609 | 15 | 0.6% | $2,314 | 加仓 |
| CGMS | CAPITAL GROUP U.S. | $41.23万 | 0.09% | 15,087 | 0 | 0.0% | — | 不变 |
| CVX | CHEVRON CORP NEW | $41.75万 | 0.10% | 2,519 | -225 | -8.2% | -$3.73万 | 减仓 |
| QQQ | INVESCO QQQ TR | $42.66万 | 0.10% | 580 | -53 | -8.4% | -$3.90万 | 减仓 |
| LRCX | LAM RESH CORP | $43.25万 | 0.10% | 998 | 998 | — | $43.25万 | 新建仓 |
| AZN | ASTRAZENECA PLC F | $43.39万 | 0.10% | 2,288 | 0 | 0.0% | — | 不变 |
| ARM | ARM HLDGS PLC EQUITY A F | $47.44万 | 0.11% | 1,338 | 711 | 113.4% | $25.21万 | 加仓 |
| ONB | OLD NATL BANCORP IND | $48.51万 | 0.11% | 18,731 | 0 | 0.0% | — | 不变 |
| DFIC | DIMENSIONAL | $51.56万 | 0.12% | 13,836 | -4,006 | -22.5% | -$14.93万 | 减仓 |
| LIN | LINDE PLC F | $54.90万 | 0.13% | 1,058 | -108 | -9.3% | -$5.60万 | 减仓 |
| VBK | VANGUARD SMALL-CAP | $56.43万 | 0.13% | 1,543 | 2 | 0.1% | $731 | 加仓 |
| GDX | VANECK GOLD MINERS ETF | $57.39万 | 0.13% | 7,606 | -900 | -10.6% | -$6.79万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES IN | $57.65万 | 0.13% | 4,941 | -1,940 | -28.2% | -$22.63万 | 减仓 |
| DFAE | DIMENSIONAL EMERGING | $58.07万 | 0.13% | 14,440 | -2,842 | -16.4% | -$11.43万 | 减仓 |
| ZS | ZSCALER INC | $58.13万 | 0.13% | 4,118 | 4,118 | — | $58.13万 | 新建仓 |
| GOOGL | ALPHABET INC | $59.82万 | 0.14% | 1,675 | -290 | -14.8% | -$10.36万 | 减仓 |
| GE | GE AEROSPACE | $63.01万 | 0.14% | 1,686 | -1,880 | -52.7% | -$70.26万 | 减仓 |
| SPY | STATE STREET SPDR S&P | $64.38万 | 0.15% | 862 | -24 | -2.7% | -$1.79万 | 减仓 |
| GLW | CORNING INC | $64.64万 | 0.15% | 2,530 | -1,425 | -36.0% | -$36.41万 | 减仓 |
| BIL | STATE STREET SPDR | $66.56万 | 0.15% | 7,263 | 479 | 7.1% | $4.39万 | 加仓 |
| — | EXXON MOBIL CORP | $69.11万 | 0.16% | 5,055 | -1,128 | -18.2% | -$15.42万 | 减仓 |
| MGV | VANGUARD MEGA CAP VALUE | $69.53万 | 0.16% | 4,255 | -466 | -9.9% | -$7.62万 | 减仓 |
| WTFC | WINTRUST FINL CORP | $73.06万 | 0.17% | 4,546 | 0 | 0.0% | — | 不变 |
| META | META PLATFORMS INC | $76.12万 | 0.17% | 1,352 | -79 | -5.5% | -$4.45万 | 减仓 |
| CAT | CATERPILLAR INC | $81.44万 | 0.19% | 764 | 28 | 3.8% | $2.98万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $81.73万 | 0.19% | 2,497 | 864 | 52.9% | $28.28万 | 加仓 |
| VCSH | VANGUARD SHORT TERM COR | $82.23万 | 0.19% | 10,407 | 1,058 | 11.3% | $8.36万 | 加仓 |
| MCD | MCDONALDS CORP | $82.96万 | 0.19% | 3,069 | -6 | -0.2% | -$1,622 | 减仓 |
| KO | THE COCA-COLA CO | $83.32万 | 0.19% | 10,252 | -1,967 | -16.1% | -$15.99万 | 减仓 |
| AVGO | BROADCOM INC | $83.99万 | 0.19% | 2,222 | 1,615 | 266.1% | $61.04万 | 加仓 |
| CRH | CRH PUBLIC LIMITED CO F | $85.17万 | 0.19% | 7,960 | 0 | 0.0% | — | 不变 |
| VFH | VANGUARD FINANCIALS | $85.41万 | 0.20% | 6,490 | 1,833 | 39.4% | $24.12万 | 加仓 |
| — | DIMENSIONAL US REAL | $91.67万 | 0.21% | 35,041 | -48 | -0.1% | -$1,256 | 减仓 |
| GWW | GRAINGER W W INC | $97.19万 | 0.22% | 715 | 1 | 0.1% | $1,359 | 加仓 |
| TLH | ISHARES 10-20 YEAR | $103.67万 | 0.24% | 10,341 | -3,362 | -24.5% | -$33.70万 | 减仓 |
| MOAT | VANECK MORNINGSTAR WIDE | $104.55万 | 0.24% | 10,058 | 94 | 0.9% | $9,771 | 加仓 |
| BND | VANGUARD TOTAL BOND | $105.26万 | 0.24% | 14,344 | -3,470 | -19.5% | -$25.46万 | 减仓 |
| IBM | IBM CORP | $105.78万 | 0.24% | 3,762 | 270 | 7.7% | $7.59万 | 加仓 |
| LLY | ELI LILLY AND CO | $111.47万 | 0.25% | 929 | 184 | 24.7% | $22.08万 | 加仓 |
| SCHA | SCHWAB U.S. SMALL-CAP | $112.51万 | 0.26% | 31,141 | 318 | 1.0% | $1.15万 | 加仓 |
| VGK | VANGUARD FTSE EUROPE | $118.22万 | 0.27% | 13,353 | -1,721 | -11.4% | -$15.24万 | 减仓 |
| SCHF | SCHWAB INTERNATIONAL | $118.72万 | 0.27% | 42,859 | 2 | 0.0% | $55 | 加仓 |
| VTIP | VANGUARD SHORT-TERM | $123.09万 | 0.28% | 24,505 | -7,050 | -22.3% | -$35.41万 | 减仓 |