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 |
|---|---|---|---|---|---|---|---|---|
| AZN | ASTRAZENECA PLC F | $43.39万 | 0.10% | 2,288 | 0 | 0.0% | — | 不变 |
| LRCX | LAM RESH CORP | $43.25万 | 0.10% | 998 | 998 | — | $43.25万 | 新建仓 |
| QQQ | INVESCO QQQ TR | $42.66万 | 0.10% | 580 | -53 | -8.4% | -$3.90万 | 减仓 |
| CVX | CHEVRON CORP NEW | $41.75万 | 0.10% | 2,519 | -225 | -8.2% | -$3.73万 | 减仓 |
| CGMS | CAPITAL GROUP U.S. | $41.23万 | 0.09% | 15,087 | 0 | 0.0% | — | 不变 |
| VSS | VANGUARD FTSE ALL-WORLD | $40.25万 | 0.09% | 2,609 | 15 | 0.6% | $2,314 | 加仓 |
| DGCB | DIMENSIONAL GLOBAL | $38.93万 | 0.09% | 7,124 | -250 | -3.4% | -$1.37万 | 减仓 |
| DFIP | DIMENSIONAL | $37.29万 | 0.09% | 9,040 | -930 | -9.3% | -$3.84万 | 减仓 |
| MRK | MERCK & CO. INC. | $37.25万 | 0.09% | 2,899 | 5 | 0.2% | $643 | 加仓 |
| ORCL | ORACLE CORP | $37.12万 | 0.08% | 2,533 | 2,497 | 6,936.1% | $36.59万 | 加仓 |
| AMAT | APPLIED MATLS INC | $36.95万 | 0.08% | 511 | 511 | — | $36.95万 | 新建仓 |
| CSCO | CISCO SYS INC | $36.86万 | 0.08% | 3,138 | 2,340 | 293.2% | $27.49万 | 加仓 |
| TXN | TEXAS INSTRS INC | $36.81万 | 0.08% | 1,235 | -366 | -22.9% | -$10.91万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR M F | $36.58万 | 0.08% | 766 | 515 | 205.2% | $24.59万 | 加仓 |
| AGG | ISHARES CORE U.S. | $36.36万 | 0.08% | 3,674 | 0 | 0.0% | — | 不变 |
| UPS | UNITED PARCEL SVC INC | $36.32万 | 0.08% | 3,379 | -96 | -2.8% | -$1.03万 | 减仓 |
| IXUS | ISHARES CORE MSCI TOTAL | $34.91万 | 0.08% | 3,658 | 35 | 1.0% | $3,341 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $34.58万 | 0.08% | 1,014 | 500 | 97.3% | $17.05万 | 加仓 |
| SCHM | SCHWAB U.S. MID-CAP ETF | $34.47万 | 0.08% | 9,349 | 7 | 0.1% | $258 | 加仓 |
| CEG | CONSTELLATION ENERGY COR | $34.31万 | 0.08% | 1,381 | 50 | 3.8% | $1.24万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $34.21万 | 0.08% | 338 | 1 | 0.3% | $1,012 | 加仓 |
| VHT | VANGUARD HEALTH CARE | $34.13万 | 0.08% | 1,142 | -238 | -17.2% | -$7.11万 | 减仓 |
| IEZ | ISHARES U.S. OIL | $33.49万 | 0.08% | 12,449 | -2,442 | -16.4% | -$6.57万 | 减仓 |
| IHI | ISHARES U.S. MEDICAL | $32.72万 | 0.07% | 6,623 | -142 | -2.1% | -$7,016 | 减仓 |
| DFNM | DIMENSIONAL NATIONAL | $32.03万 | 0.07% | 6,627 | -309 | -4.5% | -$1.49万 | 减仓 |
| DELL | DELL TECHNOLOGIES INC | $30.20万 | 0.07% | 700 | 500 | 250.0% | $21.57万 | 加仓 |
| MRVL | MARVELL TECHNOLOGY INC | $30.12万 | 0.07% | 1,011 | 861 | 574.0% | $25.65万 | 加仓 |
| VOX | VANGUARD COMMUNICATION | $29.66万 | 0.07% | 1,613 | -244 | -13.1% | -$4.49万 | 减仓 |
| MDLZ | MONDELEZ INTL INC | $27.85万 | 0.06% | 4,816 | 54 | 1.1% | $3,123 | 加仓 |
| ON | ON SEMICONDUCTOR CORP | $27.82万 | 0.06% | 2,943 | 325 | 12.4% | $3.07万 | 加仓 |
| LUV | SOUTHWEST AIRLS CO | $27.65万 | 0.06% | 5,377 | 33 | 0.6% | $1,697 | 加仓 |
| CRDO | CREDO TECHNOLOGY GROUP F | $26.35万 | 0.06% | 969 | 969 | — | $26.35万 | 新建仓 |
| PM | PHILIP MORRIS INTL INC | $26.23万 | 0.06% | 1,450 | 26 | 1.8% | $4,704 | 加仓 |
| FLEX | FLEX LTD F | $25.93万 | 0.06% | 1,600 | 1,600 | — | $25.93万 | 新建仓 |
| OEF | ISHARES S&P 100 ETF | $25.43万 | 0.06% | 694 | 1 | 0.1% | $366 | 加仓 |
| FIX | COMFORT SYS USA INC | $25.17万 | 0.06% | 127 | 126 | 12,600.0% | $24.97万 | 加仓 |
| PPA | INVESCO AEROSPACE & | $24.70万 | 0.06% | 1,398 | 200 | 16.7% | $3.53万 | 加仓 |
| MO | ALTRIA GROUP INC | $24.48万 | 0.06% | 3,402 | -241 | -6.6% | -$1.73万 | 减仓 |
| DFVX | DIMENSIONAL US LARGE CAP | $24.40万 | 0.06% | 2,967 | 8 | 0.3% | $658 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $24.32万 | 0.06% | 1,921 | 7 | 0.4% | $886 | 加仓 |
| IRM | IRON MTN INC NEW | $24.29万 | 0.06% | 1,923 | 0 | 0.0% | — | 不变 |
| STX | SEAGATE TECHNOLOGY H F | $23.64万 | 0.05% | 245 | 245 | — | $23.64万 | 新建仓 |
| LOW | LOWES COS INC | $23.31万 | 0.05% | 1,057 | 725 | 218.4% | $15.99万 | 加仓 |
| HPE | HEWLETT PACKARD ENTERPRI | $22.92万 | 0.05% | 5,080 | 5,080 | — | $22.92万 | 新建仓 |
| STZ | CONSTELLATION BRANDS INC | $22.48万 | 0.05% | 1,616 | -45 | -2.7% | -$6,259 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $22.05万 | 0.05% | 289 | -500 | -63.4% | -$38.16万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $21.71万 | 0.05% | 854 | 27 | 3.3% | $6,863 | 加仓 |
| EXC | EXELON CORP | $21.45万 | 0.05% | 4,600 | 2 | 0.0% | $93 | 加仓 |
| HD | HOME DEPOT INC | $21.11万 | 0.05% | 598 | 463 | 343.0% | $16.34万 | 加仓 |
| SUB | ISHARES SHORT-TERM | $21.06万 | 0.05% | 1,976 | 277 | 16.3% | $2.95万 | 加仓 |
| — | ISHARES GLOBAL UTILITIES | $20.12万 | 0.05% | 2,367 | 1 | 0.0% | $85 | 加仓 |
| MAR | MARRIOTT INTL INC NEW | $19.80万 | 0.05% | 534 | 1 | 0.2% | $371 | 加仓 |
| VV | VANGUARD LARGE-CAP INDEX | $19.59万 | 0.04% | 570 | 2 | 0.4% | $687 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $19.56万 | 0.04% | 579 | 3 | 0.5% | $1,013 | 加仓 |
| NOC | NORTHROP GRUMMAN CORP | $19.12万 | 0.04% | 375 | -525 | -58.3% | -$26.77万 | 减仓 |
| T | AT&T INC | $18.80万 | 0.04% | 9,080 | -1,124 | -11.0% | -$2.33万 | 减仓 |
| SCHV | SCHWAB U.S. LARGE-CAP | $18.54万 | 0.04% | 5,326 | -178 | -3.2% | -$6,196 | 减仓 |
| SPCX | SPACE EX TECH SPACEX | $18.11万 | 0.04% | 1,060 | 1,060 | — | $18.11万 | 新建仓 |
| VNQI | VANGUARD GLOBAL EX-U.S. | $17.85万 | 0.04% | 3,981 | 0 | 0.0% | — | 不变 |
| WEC | WEC ENERGY GROUP INC | $17.66万 | 0.04% | 1,512 | 25 | 1.7% | $2,919 | 加仓 |
| CSX | CSX CORP | $17.28万 | 0.04% | 3,636 | -989 | -21.4% | -$4.70万 | 减仓 |
| BIV | VANGUARD | $16.90万 | 0.04% | 2,204 | 8 | 0.4% | $614 | 加仓 |
| STRL | STERLING INFRASTRUCTURE | $16.79万 | 0.04% | 200 | 0 | 0.0% | — | 不变 |
| TLT | ISHARES 20plus YEAR | $16.40万 | 0.04% | 1,898 | -548 | -22.4% | -$4.74万 | 减仓 |
| DIS | DISNEY WALT CO | $16.34万 | 0.04% | 1,698 | -2,000 | -54.1% | -$19.24万 | 减仓 |
| EFG | ISHARES MSCI EAFE GROWTH | $16.15万 | 0.04% | 1,298 | 1,260 | 3,315.8% | $15.68万 | 加仓 |
| MTUM | ISHARES MSCI USA | $15.99万 | 0.04% | 466 | 1 | 0.2% | $343 | 加仓 |
| — | LEVERAGE SHARES 2X LONG | $15.90万 | 0.04% | 4,000 | 4,000 | — | $15.90万 | 新建仓 |
| — | DFA US MICRO CAP | $15.75万 | 0.04% | 2,579 | 2,579 | — | $15.75万 | 新建仓 |
| DEM | WISDOMTREE EMERGING | $15.60万 | 0.04% | 2,900 | 0 | 0.0% | — | 不变 |
| VWO | VANGUARD FTSE EMERGING | $15.57万 | 0.04% | 2,609 | 1,692 | 184.5% | $10.10万 | 加仓 |
| VTES | VANGUARD SHORT-TERM | $14.91万 | 0.03% | 1,472 | -481 | -24.6% | -$4.87万 | 减仓 |
| WM | WASTE MGMT INC DEL | $14.67万 | 0.03% | 658 | 0 | 0.0% | — | 不变 |
| VTI | VANGUARD TOTAL STOCK | $14.21万 | 0.03% | 384 | 26 | 7.3% | $9,621 | 加仓 |
| BNDX | VANGUARD TOTAL | $14.14万 | 0.03% | 2,921 | 21 | 0.7% | $1,017 | 加仓 |
| AEM | AGNICO EAGLE MINES LTD F | $13.96万 | 0.03% | 900 | 0 | 0.0% | — | 不变 |
| ED | CONSOLIDATED EDISON INC | $13.72万 | 0.03% | 1,240 | 0 | 0.0% | — | 不变 |
| CB | CHUBB LTD F | $13.63万 | 0.03% | 400 | 0 | 0.0% | — | 不变 |
| NBIS | NEBIUS GROUP N V A F | $13.42万 | 0.03% | 486 | 486 | — | $13.42万 | 新建仓 |
| VTEB | VANGUARD TAX-EXEMPT BOND | $13.39万 | 0.03% | 2,648 | -1,018 | -27.8% | -$5.15万 | 减仓 |
| COHR | COHERENT CORP | $13.29万 | 0.03% | 337 | -55 | -14.0% | -$2.17万 | 减仓 |
| CGBL | CAPITAL GROUP CORE | $13.05万 | 0.03% | 3,437 | 0 | 0.0% | — | 不变 |
| XME | STATE STREET SPDR S&P | $12.80万 | 0.03% | 1,198 | 2 | 0.2% | $214 | 加仓 |
| FITB | FIFTH THIRD BANCORP | $12.65万 | 0.03% | 2,244 | 1 | 0.0% | $56 | 加仓 |
| SSO | PROSHARES ULTRA S&P500 | $12.57万 | 0.03% | 1,865 | 1,865 | — | $12.57万 | 新建仓 |
| APO | APOLLO GLOBAL MGMT INC N | $12.30万 | 0.03% | 1,039 | 38 | 3.8% | $4,497 | 加仓 |
| BKR | BAKER HUGHES CO. A | $12.11万 | 0.03% | 2,182 | -1,762 | -44.7% | -$9.78万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $12.04万 | 0.03% | 1,372 | -888 | -39.3% | -$7.79万 | 减仓 |
| CRWV | COREWEAVE INC | $11.96万 | 0.03% | 1,202 | 217 | 22.0% | $2.16万 | 加仓 |
| SCHY | SCHWAB INTERNATIONAL | $11.95万 | 0.03% | 3,767 | 1,380 | 57.8% | $4.38万 | 加仓 |
| FSLY | FASTLY INC | $11.94万 | 0.03% | 6,501 | -4,000 | -38.1% | -$7.34万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS I | $11.75万 | 0.03% | 2,775 | -241 | -8.0% | -$1.02万 | 减仓 |
| BMY | BRISTOL MYERS SQUIBB CO | $11.70万 | 0.03% | 2,031 | 22 | 1.1% | $1,267 | 加仓 |
| DGRW | WISDOMTREE U.S. QUALITY | $11.68万 | 0.03% | 1,221 | 0 | 0.0% | — | 不变 |
| RTX | RTX CORP | $11.65万 | 0.03% | 614 | -1,267 | -67.4% | -$24.03万 | 减仓 |
| SLB | SLB LIMITED F | $11.62万 | 0.03% | 2,500 | -2,500 | -50.0% | -$11.62万 | 减仓 |
| CIFR | CIPHER DIGITAL INC | $11.20万 | 0.03% | 4,571 | 4,018 | 726.6% | $9.84万 | 加仓 |
| NUE | NUCOR CORP | $11.14万 | 0.03% | 500 | 0 | 0.0% | — | 不变 |
| PFE | PFIZER INC | $10.97万 | 0.03% | 4,555 | 45 | 1.0% | $1,083 | 加仓 |
| PEG | PUBLIC SVC ENTERPRISE GR | $10.68万 | 0.02% | 1,316 | 0 | 0.0% | — | 不变 |