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 |
|---|---|---|---|---|---|---|---|---|
| VLO | VALERO ENERGY CORP NEW | $9.88万 | 0.02% | 400 | 400 | — | $9.88万 | 新建仓 |
| ARM | ARM HLDGS PLC EQUITY A F | $9.49万 | 0.02% | 627 | 0 | 0.0% | — | 不变 |
| CGDG | CAPITAL GROUP DIVIDEND | $9.47万 | 0.02% | 2,638 | 400 | 17.9% | $1.44万 | 加仓 |
| COHR | COHERENT CORP | $9.34万 | 0.02% | 392 | 392 | — | $9.34万 | 新建仓 |
| DOW | DOW INC | $9.33万 | 0.02% | 2,240 | 0 | 0.0% | — | 不变 |
| VBIL | VANGUARD 0-3 MONTH | $9.27万 | 0.02% | 1,226 | -29 | -2.3% | -$2,194 | 减仓 |
| ONDS | ONDAS INC | $9.04万 | 0.02% | 20,000 | 19,925 | 26,566.7% | $9.01万 | 重新持有 |
| BP | BP P L C F | $9.00万 | 0.02% | 7,494 | 5,595 | 294.6% | $6.72万 | 加仓 |
| KTOS | KRATOS DEFENSE & SEC SOL | $8.81万 | 0.02% | 1,250 | 1,250 | — | $8.81万 | 新建仓 |
| — | PROSHARES ULTRA | $8.81万 | 0.02% | 1,200 | 0 | 0.0% | — | 不变 |
| IDU | ISHARES U.S. UTILITIES | $8.73万 | 0.02% | 752 | 0 | 0.0% | — | 不变 |
| VIS | VANGUARD INDUSTRIALS | $8.70万 | 0.02% | 279 | -104 | -27.2% | -$3.24万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR M F | $8.48万 | 0.02% | 251 | -251 | -50.0% | -$8.48万 | 减仓 |
| NUE | NUCOR CORP | $8.46万 | 0.02% | 500 | 0 | 0.0% | — | 不变 |
| AEE | AMEREN CORP | $8.43万 | 0.02% | 767 | -79 | -9.3% | -$8,682 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $8.38万 | 0.02% | 248 | 0 | 0.0% | — | 不变 |
| PANW | PALO ALTO NETWORKS INC | $8.24万 | 0.02% | 514 | -1,319 | -72.0% | -$21.15万 | 减仓 |
| STRL | STERLING INFRASTRUCTURE | $8.15万 | 0.02% | 200 | 0 | 0.0% | — | 不变 |
| VO | VANGUARD MID-CAP INDEX | $7.87万 | 0.02% | 274 | 0 | 0.0% | — | 不变 |
| LOW | LOWES COS INC | $7.85万 | 0.02% | 332 | 1 | 0.3% | $236 | 加仓 |
| SCHB | SCHWAB U.S. BROAD MARKET | $7.72万 | 0.02% | 3,077 | 3 | 0.1% | $75 | 加仓 |
| CRWV | COREWEAVE INC | $7.63万 | 0.02% | 985 | 75 | 8.2% | $5,810 | 加仓 |
| SCHY | SCHWAB INTERNATIONAL | $7.56万 | 0.02% | 2,387 | 14 | 0.6% | $443 | 加仓 |
| AOR | ISHARES CORE 60/40 | $7.54万 | 0.02% | 1,172 | 667 | 132.1% | $4.29万 | 加仓 |
| NSC | NORFOLK SOUTHN CORP | $7.46万 | 0.02% | 260 | 0 | 0.0% | — | 不变 |
| VONG | VANGUARD RUSSELL 1000 | $7.43万 | 0.02% | 678 | 1 | 0.1% | $110 | 加仓 |
| TDVG | T. ROWE PRICE DIVIDEND | $7.41万 | 0.02% | 1,660 | 0 | 0.0% | — | 不变 |
| CTSH | COGNIZANT TECHNOLOGY SOL | $7.36万 | 0.02% | 1,200 | 0 | 0.0% | — | 不变 |
| VOT | VANGUARD MID-CAP GROWTH | $7.27万 | 0.02% | 283 | 1 | 0.4% | $257 | 加仓 |
| KR | KROGER CO | $7.15万 | 0.02% | 988 | 1 | 0.1% | $72 | 加仓 |
| BETR | BETR HM FIN HLD CO | $7.12万 | 0.02% | 2,000 | 2,000 | — | $7.12万 | 新建仓 |
| NI | NISOURCE INC | $7.00万 | 0.02% | 1,500 | -171 | -10.2% | -$7,979 | 减仓 |
| URA | GLOBAL X URANIUM ETF | $6.85万 | 0.02% | 1,413 | 118 | 9.1% | $5,716 | 加仓 |
| ET | ENERGY TRANSFER L P LP | $6.37万 | 0.02% | 3,299 | -2,457 | -42.7% | -$4.74万 | 减仓 |
| CSCO | CISCO SYS INC | $6.19万 | 0.01% | 798 | -2,746 | -77.5% | -$21.31万 | 减仓 |
| IWF | ISHARES RUSSELL 1000 | $6.05万 | 0.01% | 142 | 142 | — | $6.05万 | 新建仓 |
| SCHX | SCHWAB U.S. LARGE-CAP | $6.01万 | 0.01% | 2,343 | 0 | 0.0% | — | 不变 |
| BCD | ABRDN BLOOMBERG ALL | $6.00万 | 0.01% | 1,678 | 1,671 | 23,871.4% | $5.98万 | 加仓 |
| FBND | FIDELITY TOTAL BOND ETF | $5.97万 | 0.01% | 1,308 | 16 | 1.2% | $730 | 加仓 |
| FTMH | FRANKLIN MUNICIPAL HIGH | $5.81万 | 0.01% | 5,039 | 37 | 0.7% | $427 | 加仓 |
| TRV | TRAVELERS COS INC | $5.70万 | 0.01% | 196 | 4 | 2.1% | $1,164 | 加仓 |
| RSP | INVESCO S&P 500 EQUAL | $5.70万 | 0.01% | 297 | 1 | 0.3% | $192 | 加仓 |
| TIP | ISHARES TIPS BOND ETF | $5.68万 | 0.01% | 515 | 0 | 0.0% | — | 不变 |
| DE | DEERE & CO | $5.65万 | 0.01% | 100 | 0 | 0.0% | — | 不变 |
| TRGP | TARGA RES CORP | $5.61万 | 0.01% | 224 | 1 | 0.4% | $250 | 加仓 |
| V | VISA INC | $5.58万 | 0.01% | 185 | 0 | 0.0% | — | 不变 |
| ALAB | ASTERA LABS INC | $5.48万 | 0.01% | 500 | 450 | 900.0% | $4.93万 | 重新持有 |
| RSG | REPUBLIC SVCS INC | $5.48万 | 0.01% | 250 | 0 | 0.0% | — | 不变 |
| BMO | BANK MONTREAL QUE F | $5.41万 | 0.01% | 400 | 0 | 0.0% | — | 不变 |
| IBKR | INTERACTIVE BROKERS GROU | $5.37万 | 0.01% | 800 | 800 | — | $5.37万 | 新建仓 |
| UAL | UNITED AIRLINES HLDG | $5.33万 | 0.01% | 579 | 0 | 0.0% | — | 不变 |
| ABT | ABBOTT LABS | $5.19万 | 0.01% | 505 | 2 | 0.4% | $205 | 加仓 |
| NBIS | NEBIUS GROUP N V A F | $5.04万 | 0.01% | 0 | — | — | — | 申报中断 |
| ENB | ENBRIDGE INC F | $5.04万 | 0.01% | 931 | -100 | -9.7% | -$5,414 | 减仓 |
| IEFA | ISHARES CORE MSCI EAFE | $5.02万 | 0.01% | 555 | 320 | 136.2% | $2.90万 | 加仓 |
| YUM | YUM BRANDS INC | $4.98万 | 0.01% | 320 | 1 | 0.3% | $156 | 加仓 |
| IYH | ISHARES U.S. HEALTHCARE | $4.98万 | 0.01% | 807 | 2 | 0.2% | $123 | 加仓 |
| VWO | VANGUARD FTSE EMERGING | $4.95万 | 0.01% | 917 | 0 | 0.0% | — | 不变 |
| — | INVESCO DB US DOLLAR | $4.95万 | 0.01% | 2,450 | 2,450 | — | $4.95万 | 新建仓 |
| LNG | CHENIERE ENERGY INC | $4.91万 | 0.01% | 173 | 0 | 0.0% | — | 不变 |
| JEPQ | JPMORGAN NASDAQ EQUITY | $4.87万 | 0.01% | 878 | 878 | — | $4.87万 | 新建仓 |
| CAVA | CAVA GROUP INC | $4.85万 | 0.01% | 600 | 0 | 0.0% | — | 不变 |
| NEM | NEWMONT CORP | $4.75万 | 0.01% | 439 | 219 | 99.5% | $2.37万 | 加仓 |
| FRME | FIRST MERCHANTS CORP | $4.67万 | 0.01% | 1,206 | 12 | 1.0% | $465 | 加仓 |
| IBIT | ISHARES BITCOIN TRUST | $4.66万 | 0.01% | 1,214 | 0 | 0.0% | — | 不变 |
| ROK | ROCKWELL AUTOMATION INC | $4.63万 | 0.01% | 129 | 0 | 0.0% | — | 不变 |
| CWB | STATE STREET SPDR | $4.58万 | 0.01% | 501 | 501 | — | $4.58万 | 新建仓 |
| C | CITIGROUP INC | $4.57万 | 0.01% | 403 | 2 | 0.5% | $227 | 加仓 |
| EMO | CLEARBRIDGE ENRGY MDSTRA | $4.51万 | 0.01% | 854 | 0 | 0.0% | — | 不变 |
| KRG | KITE RLTY GROUP TR | $4.51万 | 0.01% | 1,836 | 22 | 1.2% | $540 | 加仓 |
| HD | HOME DEPOT INC | $4.42万 | 0.01% | 135 | 2 | 1.5% | $655 | 加仓 |
| AMGN | AMGEN INC | $4.40万 | 0.01% | 125 | 100 | 400.0% | $3.52万 | 加仓 |
| NUGT | DIREXION DAILY GOLD | $4.20万 | 0.01% | 223 | 223 | — | $4.20万 | 新建仓 |
| LHX | L3HARRIS TECHNOLOGIES IN | $4.15万 | 0.01% | 120 | 100 | 500.0% | $3.46万 | 加仓 |
| KHC | KRAFT HEINZ CO | $4.05万 | 0.01% | 1,800 | 15 | 0.8% | $337 | 加仓 |
| — | AEYE INC | $4.00万 | 0.01% | 66,175 | 66,175 | — | $4.00万 | 新建仓 |
| HYG | ISHARES IBOXX $ HIGH | $3.95万 | 0.01% | 497 | 5 | 1.0% | $398 | 加仓 |
| SDY | STATE STREET SPDR S&P | $3.91万 | 0.01% | 268 | 1 | 0.4% | $146 | 加仓 |
| VTC | VANGUARD TOTAL CORPORATE | $3.87万 | 0.01% | 504 | 504 | — | $3.87万 | 新建仓 |
| — | SEALED AIR CORP NEW | $3.76万 | 0.01% | 895 | 0 | 0.0% | — | 不变 |
| ABBV | ABBVIE INC | $3.74万 | 0.01% | 172 | 6 | 3.6% | $1,304 | 加仓 |
| ANF | ABERCROMBIE & FITCH CO | $3.69万 | 0.01% | 404 | 404 | — | $3.69万 | 新建仓 |
| VST | VISTRA CORP | $3.63万 | 0.01% | 241 | 241 | — | $3.63万 | 新建仓 |
| — | ISHARES ETHEREUM TRUST | $3.48万 | 0.01% | 2,200 | 0 | 0.0% | — | 不变 |
| DBC | INVESCO DB COMMODITY | $3.42万 | 0.01% | 1,180 | 0 | 0.0% | — | 不变 |
| CLF | CLEVELAND-CLIFFS INC NEW | $3.38万 | 0.01% | 4,000 | 4,000 | — | $3.38万 | 新建仓 |
| DELL | DELL TECHNOLOGIES INC | $3.28万 | 0.01% | 200 | 50 | 33.3% | $8,206 | 加仓 |
| EQT | EQT CORP | $3.27万 | 0.01% | 514 | 2 | 0.4% | $127 | 加仓 |
| FALN | ISHARES FALLEN ANGELS | $3.26万 | 0.01% | 1,220 | 13 | 1.1% | $347 | 加仓 |
| XEL | XCEL ENERGY INC | $3.18万 | 0.01% | 400 | 0 | 0.0% | — | 不变 |
| PALL | ABRDN PHYSICAL PALLADIUM | $3.10万 | 0.01% | 230 | 0 | 0.0% | — | 不变 |
| CTVA | CORTEVA INC | $3.01万 | 0.01% | 360 | 0 | 0.0% | — | 不变 |
| TPYP | TORTOISE NORTH AMERICAN | $2.99万 | 0.01% | 705 | 0 | 0.0% | — | 不变 |
| OLN | OLIN CORP | $2.97万 | 0.01% | 1,000 | 1,000 | — | $2.97万 | 新建仓 |
| FCX | FREEPORT-MCMORAN INC | $2.94万 | 0.01% | 500 | 0 | 0.0% | — | 不变 |
| — | FERGUSON ENTERPRISES INC | $2.92万 | 0.01% | 127 | 0 | 0.0% | — | 不变 |
| OGE | OGE ENERGY CORP | $2.87万 | 0.01% | 597 | 5 | 0.8% | $240 | 加仓 |
| PSX | PHILLIPS 66 | $2.82万 | 0.01% | 154 | -2 | -1.3% | -$366 | 减仓 |
| BBY | BEST BUY INC | $2.80万 | 0.01% | 436 | 6 | 1.4% | $385 | 加仓 |
| WFC | WELLS FARGO & CO | $2.79万 | 0.01% | 351 | 0 | 0.0% | — | 不变 |