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 |
|---|---|---|---|---|---|---|---|---|
| VUSB | VANGUARD ULTRA-SHORT | $197.92万 | 0.48% | 39,752 | -2,100 | -5.0% | -$10.46万 | 减仓 |
| MGK | VANGUARD MEGA CAP GROWTH | $198.93万 | 0.48% | 5,413 | 174 | 3.3% | $6.39万 | 加仓 |
| MSFT | MICROSOFT CORP | $203.97万 | 0.49% | 5,781 | -642 | -10.0% | -$22.65万 | 减仓 |
| VT | VANGUARD TOTAL WORLD | $215.51万 | 0.52% | 15,625 | 40 | 0.3% | $5,517 | 加仓 |
| VGT | VANGUARD INFORMATION | $241.29万 | 0.58% | 3,452 | -757 | -18.0% | -$52.91万 | 减仓 |
| VPU | VANGUARD UTILITIES INDEX | $262.70万 | 0.64% | 13,257 | 3,409 | 34.6% | $67.55万 | 加仓 |
| — | DIMENSIONAL US SMALL CAP | $269.09万 | 0.65% | 76,791 | 2,667 | 3.6% | $9.35万 | 加仓 |
| DFLV | DIMENSIONAL US LARGE CAP | $269.21万 | 0.65% | 75,389 | 909 | 1.2% | $3.25万 | 加仓 |
| DFAI | DIMENSIONAL | $276.03万 | 0.67% | 70,848 | -1,182 | -1.6% | -$4.61万 | 减仓 |
| AMZN | AMAZON.COM INC | $283.96万 | 0.69% | 13,234 | 1,785 | 15.6% | $38.30万 | 加仓 |
| VCR | VANGUARD CONSUMER | $290.31万 | 0.70% | 8,087 | -435 | -5.1% | -$15.62万 | 减仓 |
| COST | COSTCO WHSL CORP NEW | $324.13万 | 0.78% | 3,253 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL U.S. SMALL | $327.74万 | 0.79% | 46,076 | -989 | -2.1% | -$7.03万 | 减仓 |
| SCHD | SCHWAB U.S. DIVIDEND | $329.01万 | 0.80% | 107,236 | -13,032 | -10.8% | -$39.98万 | 减仓 |
| IAU | ISHARES GOLD TRUST | $354.47万 | 0.86% | 40,208 | 347 | 0.9% | $3.06万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY | $383.89万 | 0.93% | 8,067 | -667 | -7.6% | -$31.74万 | 减仓 |
| VXUS | VANGUARD TOTAL | $388.28万 | 0.94% | 50,351 | -6,984 | -12.2% | -$53.86万 | 减仓 |
| DFAU | DIMENSIONAL US CORE | $388.81万 | 0.94% | 86,172 | -659 | -0.8% | -$2.97万 | 减仓 |
| NVDA | NVIDIA CORP | $395.27万 | 0.96% | 18,236 | 2,041 | 12.6% | $44.24万 | 加仓 |
| VB | VANGUARD SMALL-CAP INDEX | $437.58万 | 1.06% | 16,705 | 952 | 6.0% | $24.94万 | 加仓 |
| VDE | VANGUARD ENERGY INDEX | $444.89万 | 1.08% | 25,710 | 3,393 | 15.2% | $58.71万 | 加仓 |
| VGIT | VANGUARD INTER-TERM | $447.48万 | 1.08% | 75,039 | -9,703 | -11.5% | -$57.86万 | 减仓 |
| — | DIMENSIONAL US HIGH | $476.14万 | 1.15% | 129,529 | -13,169 | -9.2% | -$48.41万 | 减仓 |
| VOO | VANGUARD S&P 500 ETF | $495.56万 | 1.20% | 8,311 | -384 | -4.4% | -$22.90万 | 减仓 |
| DUSB | DIMENSIONAL ULTRASHORT | $551.95万 | 1.34% | 109,032 | -4,469 | -3.9% | -$22.62万 | 减仓 |
| DFCF | DIMENSIONAL CORE FIXED | $552.71万 | 1.34% | 131,105 | -3,185 | -2.4% | -$13.43万 | 减仓 |
| VGSH | VANGUARD SHORT-TERM | $585.38万 | 1.42% | 101,024 | 4,385 | 4.5% | $25.41万 | 加仓 |
| DFUV | DIMENSIONAL US | $630.56万 | 1.53% | 130,123 | -489 | -0.4% | -$2.37万 | 减仓 |
| VDC | VANGUARD CONSUMER | $665.17万 | 1.61% | 29,621 | -1,236 | -4.0% | -$27.76万 | 减仓 |
| SLV | ISHARES SILVER TRUST | $738.13万 | 1.79% | 108,326 | -7,451 | -6.4% | -$50.77万 | 减仓 |
| — | DIMENSIONAL U.S. CORE | $780.03万 | 1.89% | 200,854 | -1,815 | -0.9% | -$7.05万 | 减仓 |
| DFIV | DIMENSIONAL | $796.27万 | 1.93% | 149,258 | 10,174 | 7.3% | $54.28万 | 加仓 |
| — | DIMENSIONAL U.S. | $856.22万 | 2.07% | 137,315 | 1,080 | 0.8% | $6.73万 | 加仓 |
| VGUS | VANGUARD ULTRA-SHORT | $987.29万 | 2.39% | 130,580 | -7,778 | -5.6% | -$58.81万 | 减仓 |
| GLD | SPDR GOLD SHARES | $1,239.75万 | 3.00% | 28,426 | 756 | 2.7% | $32.97万 | 加仓 |
| AAPL | APPLE INC | $1,267.69万 | 3.07% | 50,037 | -6,385 | -11.3% | -$161.76万 | 减仓 |
| AOK | ISHARES CORE 30/70 | $1,582.88万 | 3.83% | 396,812 | 8,071 | 2.1% | $32.20万 | 加仓 |
| DFUS | DIMENSIONAL U.S. EQUITY | $1,711.85万 | 4.14% | 241,407 | -991 | -0.4% | -$7.03万 | 减仓 |
| DFAX | DIMENSIONAL WORLD EX | $1,730.13万 | 4.19% | 509,315 | 13,329 | 2.7% | $45.28万 | 加仓 |
| VTV | VANGUARD VALUE INDEX | $1,875.27万 | 4.54% | 94,875 | 6,361 | 7.2% | $125.73万 | 加仓 |
| DFAW | DIMENSIONAL WORLD EQUITY | $2,071.66万 | 5.01% | 280,765 | -1,790 | -0.6% | -$13.21万 | 减仓 |
| VUG | VANGUARD GROWTH INDEX | $6,152.51万 | 14.89% | 140,546 | -232 | -0.2% | -$10.16万 | 减仓 |