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 |
|---|---|---|---|---|---|---|---|---|
| OXY | OCCIDENTAL PETE CORP | $42.38万 | 0.10% | 6,511 | -1,348 | -17.2% | -$8.78万 | 减仓 |
| DFIP | DIMENSIONAL | $41.59万 | 0.10% | 9,970 | 497 | 5.2% | $2.07万 | 加仓 |
| ONB | OLD NATL BANCORP IND | $41.40万 | 0.10% | 18,731 | -2,116 | -10.2% | -$4.68万 | 减仓 |
| CGMS | CAPITAL GROUP U.S. | $41.08万 | 0.10% | 15,087 | 0 | 0.0% | — | 不变 |
| DGCB | DIMENSIONAL GLOBAL | $39.92万 | 0.10% | 7,374 | -81 | -1.1% | -$4,385 | 减仓 |
| VSS | VANGUARD FTSE ALL-WORLD | $37.82万 | 0.09% | 2,594 | 0 | 0.0% | — | 不变 |
| VHT | VANGUARD HEALTH CARE | $37.58万 | 0.09% | 1,380 | -238 | -14.7% | -$6.48万 | 减仓 |
| CEG | CONSTELLATION ENERGY COR | $37.17万 | 0.09% | 1,331 | -137 | -9.3% | -$3.83万 | 减仓 |
| QQQ | INVESCO QQQ TR | $36.50万 | 0.09% | 633 | 2 | 0.3% | $1,153 | 加仓 |
| AGG | ISHARES CORE U.S. | $36.47万 | 0.09% | 3,674 | 0 | 0.0% | — | 不变 |
| RTX | RTX CORP | $36.28万 | 0.09% | 1,881 | -181 | -8.8% | -$3.49万 | 减仓 |
| IHI | ISHARES U.S. MEDICAL | $36.09万 | 0.09% | 6,765 | -61 | -0.9% | -$3,254 | 减仓 |
| MRK | MERCK & CO. INC. | $34.81万 | 0.08% | 2,894 | 6 | 0.2% | $722 | 加仓 |
| UPS | UNITED PARCEL SVC INC | $34.19万 | 0.08% | 3,475 | 2 | 0.1% | $197 | 加仓 |
| VOX | VANGUARD COMMUNICATION | $33.40万 | 0.08% | 1,857 | -213 | -10.3% | -$3.83万 | 减仓 |
| DFNM | DIMENSIONAL NATIONAL | $33.25万 | 0.08% | 6,936 | -44 | -0.6% | -$2,109 | 减仓 |
| IXUS | ISHARES CORE MSCI TOTAL | $31.38万 | 0.08% | 3,623 | 10 | 0.3% | $866 | 加仓 |
| TXN | TEXAS INSTRS INC | $31.08万 | 0.08% | 1,601 | 1,001 | 166.8% | $19.43万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $30.80万 | 0.07% | 789 | 575 | 268.7% | $22.45万 | 加仓 |
| T | AT&T INC | $29.58万 | 0.07% | 10,204 | 1,290 | 14.5% | $3.74万 | 加仓 |
| — | THOMSON REUTERS CORP F | $28.97万 | 0.07% | 3,220 | 3,220 | — | $28.97万 | 新建仓 |
| CRUS | CIRRUS LOGIC INC | $28.95万 | 0.07% | 3,002 | 3,002 | — | $28.95万 | 新建仓 |
| SCHM | SCHWAB U.S. MID-CAP ETF | $28.92万 | 0.07% | 9,342 | 6 | 0.1% | $186 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $28.53万 | 0.07% | 337 | 1 | 0.3% | $846 | 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 |
| MDLZ | MONDELEZ INTL INC | $27.44万 | 0.07% | 4,762 | 31 | 0.7% | $1,787 | 加仓 |
| SLB | SLB LIMITED F | $25.70万 | 0.06% | 5,000 | 5,000 | — | $25.70万 | 新建仓 |
| ON | ON SEMICONDUCTOR CORP | $25.50万 | 0.06% | 2,618 | 2,618 | — | $25.50万 | 新建仓 |
| DUK | DUKE ENERGY CORP NEW | $25.06万 | 0.06% | 1,914 | -78 | -3.9% | -$1.02万 | 减仓 |
| STZ | CONSTELLATION BRANDS INC | $24.93万 | 0.06% | 1,661 | 8 | 0.5% | $1,201 | 加仓 |
| — | HONEYWELL INTL INC | $24.16万 | 0.06% | 1,069 | 669 | 167.2% | $15.12万 | 加仓 |
| BKR | BAKER HUGHES CO. A | $24.08万 | 0.06% | 3,944 | 1,769 | 81.3% | $10.80万 | 加仓 |
| MO | ALTRIA GROUP INC | $24.04万 | 0.06% | 3,643 | 28 | 0.8% | $1,848 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $23.55万 | 0.06% | 1,424 | 11 | 0.8% | $1,819 | 加仓 |
| VSDM | VANGUARD SHORT DURATION | $22.70万 | 0.05% | 3,302 | 17 | 0.5% | $1,169 | 加仓 |
| EXC | EXELON CORP | $22.54万 | 0.05% | 4,598 | 1 | 0.0% | $49 | 加仓 |
| OEF | ISHARES S&P 100 ETF | $22.06万 | 0.05% | 693 | 2 | 0.3% | $637 | 加仓 |
| DFVX | DIMENSIONAL US LARGE CAP | $21.98万 | 0.05% | 2,959 | 10 | 0.3% | $743 | 加仓 |
| PPA | INVESCO AEROSPACE & | $21.51万 | 0.05% | 1,198 | 313 | 35.4% | $5.62万 | 加仓 |
| SPPP | SPROTT PHYSICAL PLATINUM | $21.28万 | 0.05% | 13,702 | 5,375 | 64.5% | $8.35万 | 加仓 |
| TLT | ISHARES 20plus YEAR | $21.20万 | 0.05% | 2,446 | 388 | 18.9% | $3.36万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $20.99万 | 0.05% | 2,260 | 26 | 1.2% | $2,415 | 加仓 |
| GD | GENERAL DYNAMICS CORP | $20.57万 | 0.05% | 599 | 103 | 20.8% | $3.54万 | 加仓 |
| — | ISHARES GLOBAL UTILITIES | $20.43万 | 0.05% | 2,366 | 0 | 0.0% | — | 不变 |
| JNJ | JOHNSON & JOHNSON | $20.23万 | 0.05% | 827 | 10 | 1.2% | $2,446 | 加仓 |
| LUV | SOUTHWEST AIRLS CO | $20.11万 | 0.05% | 5,344 | -1,931 | -26.5% | -$7.26万 | 减仓 |
| VTES | VANGUARD SHORT-TERM | $19.76万 | 0.05% | 1,953 | 1,737 | 804.2% | $17.57万 | 加仓 |
| IRM | IRON MTN INC NEW | $19.64万 | 0.05% | 1,923 | 0 | 0.0% | — | 不变 |
| BX | BLACKSTONE INC | $19.41万 | 0.05% | 1,688 | -52 | -3.0% | -$5,981 | 减仓 |
| CSX | CSX CORP | $18.99万 | 0.05% | 4,625 | 16 | 0.3% | $657 | 加仓 |
| — | SCHWAB CRYPTO THEMATIC | $18.97万 | 0.05% | 3,650 | 1,165 | 46.9% | $6.06万 | 加仓 |
| AVGO | BROADCOM INC | $18.79万 | 0.05% | 607 | -91 | -13.0% | -$2.82万 | 减仓 |
| D | DOMINION ENERGY INC | $18.32万 | 0.04% | 2,964 | -170 | -5.4% | -$1.05万 | 减仓 |
| VTEB | VANGUARD TAX-EXEMPT BOND | $18.29万 | 0.04% | 3,666 | 996 | 37.3% | $4.97万 | 加仓 |
| AEM | AGNICO EAGLE MINES LTD F | $18.27万 | 0.04% | 900 | 0 | 0.0% | — | 不变 |
| SUB | ISHARES SHORT-TERM | $18.09万 | 0.04% | 1,699 | 8 | 0.5% | $852 | 加仓 |
| VNQI | VANGUARD GLOBAL EX-U.S. | $17.69万 | 0.04% | 3,981 | 0 | 0.0% | — | 不变 |
| AXP | AMERICAN EXPRESS CO | $17.44万 | 0.04% | 576 | -135 | -19.0% | -$4.09万 | 减仓 |
| MAR | MARRIOTT INTL INC NEW | $17.44万 | 0.04% | 533 | 1 | 0.2% | $327 | 加仓 |
| WEC | WEC ENERGY GROUP INC | $17.22万 | 0.04% | 1,487 | 619 | 71.3% | $7.17万 | 加仓 |
| VV | VANGUARD LARGE-CAP INDEX | $16.98万 | 0.04% | 568 | 2 | 0.4% | $598 | 加仓 |
| BIV | VANGUARD | $16.95万 | 0.04% | 2,196 | 4 | 0.2% | $309 | 加仓 |
| SCHV | SCHWAB U.S. LARGE-CAP | $16.79万 | 0.04% | 5,504 | 5 | 0.1% | $153 | 加仓 |
| DIS | DISNEY WALT CO | $16.36万 | 0.04% | 3,698 | -3,364 | -47.6% | -$14.88万 | 减仓 |
| MA | MASTERCARD INC | $16.14万 | 0.04% | 323 | 250 | 342.5% | $12.49万 | 加仓 |
| — | DIMENSIONAL US CORE | $15.98万 | 0.04% | 2,217 | 2,217 | — | $15.98万 | 新建仓 |
| VZ | VERIZON COMMUNICATIONS I | $15.14万 | 0.04% | 3,016 | 251 | 9.1% | $1.26万 | 加仓 |
| WM | WASTE MGMT INC DEL | $15.12万 | 0.04% | 658 | -25 | -3.7% | -$5,745 | 减仓 |
| NFLX | NETFLIX INC | $15.08万 | 0.04% | 1,568 | -652 | -29.4% | -$6.27万 | 减仓 |
| DEM | WISDOMTREE EMERGING | $14.41万 | 0.03% | 2,900 | 0 | 0.0% | — | 不变 |
| GDXJ | VANECK JUNIOR GOLD | $14.21万 | 0.03% | 684 | 557 | 438.6% | $11.57万 | 加仓 |
| SILJ | AMPLIFY JUNIOR SILVER | $14.12万 | 0.03% | 4,750 | 4,750 | — | $14.12万 | 新建仓 |
| ED | CONSOLIDATED EDISON INC | $14.03万 | 0.03% | 1,240 | 1,240 | — | $14.03万 | 新建仓 |
| BNDX | VANGUARD TOTAL | $13.93万 | 0.03% | 2,900 | 2,079 | 253.2% | $9.99万 | 加仓 |
| CB | CHUBB LTD F | $13.04万 | 0.03% | 400 | 0 | 0.0% | — | 不变 |
| XME | STATE STREET SPDR S&P | $12.92万 | 0.03% | 1,196 | 76 | 6.8% | $8,212 | 加仓 |
| PFE | PFIZER INC | $12.66万 | 0.03% | 4,510 | -347 | -7.1% | -$9,742 | 减仓 |
| UNP | UNION PAC CORP | $12.60万 | 0.03% | 520 | 1 | 0.2% | $242 | 加仓 |
| BMY | BRISTOL MYERS SQUIBB CO | $12.19万 | 0.03% | 2,009 | 21 | 1.1% | $1,274 | 加仓 |
| SO | SOUTHERN CO | $11.98万 | 0.03% | 1,242 | 132 | 11.9% | $1.27万 | 加仓 |
| CGBL | CAPITAL GROUP CORE | $11.83万 | 0.03% | 3,437 | 1,000 | 41.0% | $3.44万 | 加仓 |
| VTI | VANGUARD TOTAL STOCK | $11.51万 | 0.03% | 358 | -21 | -5.5% | -$6,750 | 减仓 |
| — | LEVERAGE SHARES 2X LONG | $11.40万 | 0.03% | 0 | — | — | — | 申报中断 |
| MDT | MEDTRONIC PLC F | $11.39万 | 0.03% | 1,314 | 0 | 0.0% | — | 不变 |
| LMT | LOCKHEED MARTIN CORP | $11.35万 | 0.03% | 188 | 77 | 69.4% | $4.65万 | 加仓 |
| PEP | PEPSICO INC | $11.21万 | 0.03% | 722 | 2 | 0.3% | $311 | 加仓 |
| MTUM | ISHARES MSCI USA | $11.18万 | 0.03% | 465 | 0 | 0.0% | — | 不变 |
| APO | APOLLO GLOBAL MGMT INC N | $11.15万 | 0.03% | 1,001 | 1,001 | — | $11.15万 | 新建仓 |
| COP | CONOCOPHILLIPS | $11.14万 | 0.03% | 844 | 4 | 0.5% | $528 | 加仓 |
| FBTC | FIDELITY WISE ORIGIN | $11.00万 | 0.03% | 1,864 | 34 | 1.9% | $2,007 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $10.74万 | 0.03% | 397 | 52 | 15.1% | $1.41万 | 加仓 |
| DGRW | WISDOMTREE U.S. QUALITY | $10.73万 | 0.03% | 1,221 | 0 | 0.0% | — | 不变 |
| PEG | PUBLIC SVC ENTERPRISE GR | $10.65万 | 0.03% | 1,316 | 0 | 0.0% | — | 不变 |
| HAL | HALLIBURTON CO | $10.53万 | 0.03% | 2,700 | 2,700 | — | $10.53万 | 新建仓 |
| FITB | FIFTH THIRD BANCORP | $10.42万 | 0.03% | 2,243 | 0 | 0.0% | — | 不变 |
| COKE | COCA COLA CONSOLIDAT | $10.35万 | 0.03% | 540 | 0 | 0.0% | — | 不变 |
| CRCL | CIRCLE INTERNET GROUP IN | $10.11万 | 0.02% | 1,060 | 400 | 60.6% | $3.82万 | 加仓 |
| SHOP | SHOPIFY INC F | $10.08万 | 0.02% | 850 | 350 | 70.0% | $4.15万 | 加仓 |
| PBF | PBF ENERGY INC | $10.00万 | 0.02% | 2,100 | 2,100 | — | $10.00万 | 新建仓 |
| ACN | ACCENTURE PLC IRELAND F | $9.95万 | 0.02% | 502 | 302 | 151.0% | $5.99万 | 加仓 |