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 |
|---|---|---|---|---|---|---|---|---|
| GILD | GILEAD SCIENCES INC | $2.79万 | 0.01% | 200 | 0 | 0.0% | — | 不变 |
| VEA | VANGUARD FTSE DEVELOPED | $2.75万 | 0.01% | 428 | -39 | -8.4% | -$2,503 | 减仓 |
| IJH | ISHARES CORE S&P MID-CAP | $2.73万 | 0.01% | 405 | 0 | 0.0% | — | 不变 |
| IWD | ISHARES RUSSELL 1000 | $2.73万 | 0.01% | 128 | 128 | — | $2.73万 | 新建仓 |
| DBA | INVESCO DB AGRICULTURE | $2.73万 | 0.01% | 1,000 | 0 | 0.0% | — | 不变 |
| INFL | HORIZON KINETICS | $2.72万 | 0.01% | 422 | 422 | — | $2.72万 | 新建仓 |
| BA | BOEING CO | $2.67万 | 0.01% | 134 | 0 | 0.0% | — | 不变 |
| MKC | MCCORMICK & CO INC | $2.67万 | 0.01% | 528 | 3 | 0.6% | $151 | 加仓 |
| SYM | SYMBOTIC INC | $2.66万 | 0.01% | 500 | 500 | — | $2.66万 | 新建仓 |
| NOW | SERVICENOW INC | $2.61万 | 0.01% | 250 | 100 | 66.7% | $1.05万 | 加仓 |
| VRTX | VERTEX PHARMACEUTICALS I | $2.59万 | 0.01% | 58 | 0 | 0.0% | — | 不变 |
| KBH | KB HOME | $2.59万 | 0.01% | 500 | 500 | — | $2.59万 | 新建仓 |
| IEMG | ISHARES CORE MSCI | $2.58万 | 0.01% | 370 | 370 | — | $2.58万 | 新建仓 |
| SCHE | SCHWAB EMERGING MARKETS | $2.57万 | 0.01% | 780 | 0 | 0.0% | — | 不变 |
| ITW | ILLINOIS TOOL WKS INC | $2.55万 | 0.01% | 98 | 2 | 2.1% | $521 | 加仓 |
| OPFI | OPPFI INC | $2.49万 | 0.01% | 3,227 | 0 | 0.0% | — | 不变 |
| MSI | MOTOROLA SOLUTIONS INC | $2.48万 | 0.01% | 57 | 0 | 0.0% | — | 不变 |
| XLE | STATE STREET ENERGY | $2.45万 | 0.01% | 400 | 0 | 0.0% | — | 不变 |
| CMCSA | COMCAST CORP NEW | $2.44万 | 0.01% | 850 | -4,367 | -83.7% | -$12.54万 | 减仓 |
| PRU | PRUDENTIAL FINL INC | $2.43万 | 0.01% | 248 | -73 | -22.7% | -$7,144 | 减仓 |
| FPS | FORGENT PWR SOLUTION | $2.34万 | 0.01% | 800 | 800 | — | $2.34万 | 新建仓 |
| — | SANUWAVE HEALTH INC | $2.30万 | 0.01% | 1,333 | 0 | 0.0% | — | 不变 |
| CME | CME GROUP INC | $2.30万 | 0.01% | 78 | 51 | 188.9% | $1.51万 | 加仓 |
| AGQ | PROSHARES ULTRA SILVER | $2.28万 | 0.01% | 191 | 191 | — | $2.28万 | 新建仓 |
| AWK | AMERICAN WTR WKS CO INC | $2.24万 | 0.01% | 165 | 1 | 0.6% | $136 | 加仓 |
| CGXU | CAPITAL GROUP | $2.21万 | 0.01% | 750 | 0 | 0.0% | — | 不变 |
| F | FORD MTR CO DEL | $2.16万 | 0.01% | 1,871 | -1,396 | -42.7% | -$1.61万 | 减仓 |
| UBER | UBER TECHNOLOGIES INC | $2.16万 | 0.01% | 300 | -100 | -25.0% | -$7,193 | 减仓 |
| BKNG | BOOKING HLDGS INC | $2.11万 | 0.01% | 5 | 0 | 0.0% | — | 不变 |
| USB | US BANCORP DEL | $2.08万 | 0.01% | 400 | 0 | 0.0% | — | 不变 |
| Q | QNITY ELECTRONICS INC | $2.08万 | 0.01% | 180 | 0 | 0.0% | — | 不变 |
| SCHZ | SCHWAB U.S. AGGREGATE | $2.07万 | 0.01% | 893 | 6 | 0.7% | $139 | 加仓 |
| SOUN | SOUNDHOUND AI INC | $2.06万 | 0.00% | 3,000 | 0 | 0.0% | — | 不变 |
| ASPN | ASPEN AEROGELS INC | $2.06万 | 0.00% | 6,010 | -1,000 | -14.3% | -$3,420 | 减仓 |
| — | TORTOISE NUCLEAR | $2.04万 | 0.00% | 800 | 700 | 700.0% | $1.78万 | 加仓 |
| AJG | GALLAGHER ARTHUR J & CO | $2.01万 | 0.00% | 93 | 0 | 0.0% | — | 不变 |
| DFGX | DIMENSIONAL | $2.01万 | 0.00% | 383 | 383 | — | $2.01万 | 新建仓 |
| CNP | CENTERPOINT ENERGY INC | $1.99万 | 0.00% | 462 | 3 | 0.7% | $129 | 加仓 |
| JPST | JPMORGAN ULTRA-SHORT | $1.98万 | 0.00% | 391 | 255 | 187.5% | $1.29万 | 加仓 |
| SOFI | SOFI TECHNOLOGIES INC | $1.97万 | 0.00% | 1,242 | 0 | 0.0% | — | 不变 |
| TNL | TRAVEL plus LEISURE CO | $1.96万 | 0.00% | 283 | 2 | 0.7% | $139 | 加仓 |
| WH | WYNDHAM HOTELS & RESORTS | $1.95万 | 0.00% | 240 | 1 | 0.4% | $81 | 加仓 |
| XPO | XPO INC | $1.95万 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| OMER | OMEROS CORP | $1.93万 | 0.00% | 1,827 | 0 | 0.0% | — | 不变 |
| SMH | VANECK SEMICONDUCTOR | $1.92万 | 0.00% | 50 | 50 | — | $1.92万 | 新建仓 |
| XLK | STATE STREET TECHNOLOGY | $1.91万 | 0.00% | 144 | 0 | 0.0% | — | 不变 |
| NAIL | DIREXION DAILY | $1.90万 | 0.00% | 0 | 0 | — | — | 清仓 |
| XLU | STATE STREET UTILITIES | $1.88万 | 0.00% | 410 | 0 | 0.0% | — | 不变 |
| TMC | TMC THE METALS CO INC F | $1.88万 | 0.00% | 4,015 | 0 | 0.0% | — | 不变 |
| VYM | VANGUARD HIGH DIVIDEND | $1.85万 | 0.00% | 125 | 0 | 0.0% | — | 不变 |
| EME | EMCOR GROUP INC | $1.85万 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| GEHC | GE HEALTHCARE TECHNOLOGI | $1.83万 | 0.00% | 257 | -998 | -79.5% | -$7.10万 | 减仓 |
| — | WARNER BROS DISCOVERY IN | $1.82万 | 0.00% | 664 | -10,046 | -93.8% | -$27.59万 | 减仓 |
| LNT | ALLIANT ENERGY CORP | $1.78万 | 0.00% | 248 | 1 | 0.4% | $72 | 加仓 |
| — | VANECK MORNINGSTAR WIDE | $1.78万 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| CRM | SALESFORCE INC | $1.74万 | 0.00% | 93 | 0 | 0.0% | — | 不变 |
| — | COTTONWOOD COMMUNITIES I | $1.74万 | 0.00% | 1,528 | 0 | 0.0% | — | 不变 |
| SIL | GLOBAL X SILVER MINERS | $1.73万 | 0.00% | 100 | 100 | — | $1.73万 | 新建仓 |
| MET | METLIFE INC | $1.71万 | 0.00% | 242 | 0 | 0.0% | — | 不变 |
| PFG | PRINCIPAL FINL GROUP INC | $1.70万 | 0.00% | 189 | 0 | 0.0% | — | 不变 |
| BDC | BELDEN INC NEW | $1.70万 | 0.00% | 148 | 0 | 0.0% | — | 不变 |
| PYPL | PAYPAL HLDGS INC | $1.70万 | 0.00% | 375 | -1,200 | -76.2% | -$5.43万 | 减仓 |
| CIBR | FIRST TRUST NASDAQ | $1.69万 | 0.00% | 270 | 100 | 58.8% | $6,268 | 加仓 |
| CGIC | CAPITAL GROUP | $1.66万 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| DG | DOLLAR GEN CORP NEW | $1.66万 | 0.00% | 139 | -100 | -41.8% | -$1.19万 | 减仓 |
| — | DUPONT DE NEMOURS INC | $1.65万 | 0.00% | 360 | 0 | 0.0% | — | 不变 |
| LYB | LYONDELLBASELL INDUSTR F | $1.61万 | 0.00% | 200 | 200 | — | $1.61万 | 新建仓 |
| DFGR | DIMENSIONAL GLOBAL REAL | $1.61万 | 0.00% | 606 | 606 | — | $1.61万 | 新建仓 |
| DJP | IPATH BLOOMBERG | $1.59万 | 0.00% | 330 | 0 | 0.0% | — | 不变 |
| CAH | CARDINAL HEALTH INC | $1.58万 | 0.00% | 75 | 0 | 0.0% | — | 不变 |
| MSGK | MADISON SQUARE GARDEN SP | $1.54万 | 0.00% | 48 | 0 | 0.0% | — | 不变 |
| SLF | SUN LIFE FINL INC F | $1.54万 | 0.00% | 246 | 0 | 0.0% | — | 不变 |
| EW | EDWARDS LIFESCIENCES COR | $1.54万 | 0.00% | 192 | 0 | 0.0% | — | 不变 |
| IWP | ISHARES RUSSELL MID-CAP | $1.54万 | 0.00% | 120 | 120 | — | $1.54万 | 新建仓 |
| EEM | ISHARES MSCI EMERGING | $1.54万 | 0.00% | 270 | 0 | 0.0% | — | 不变 |
| VTRS | VIATRIS INC | $1.51万 | 0.00% | 1,115 | 8 | 0.7% | $108 | 加仓 |
| — | SNOWLINE GOLD CORP F | $1.49万 | 0.00% | 1,500 | 1,500 | — | $1.49万 | 新建仓 |
| CVS | CVS HEALTH CORP | $1.49万 | 0.00% | 208 | 0 | 0.0% | — | 不变 |
| SPHD | INVESCO S&P 500 HIGH | $1.49万 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| MRVL | MARVELL TECHNOLOGY INC | $1.49万 | 0.00% | 150 | 0 | 0.0% | — | 不变 |
| AMP | AMERIPRISE FINL INC | $1.47万 | 0.00% | 33 | 0 | 0.0% | — | 不变 |
| EOSE | EOS ENERGY ENTERPRISES I | $1.46万 | 0.00% | 2,940 | 1,000 | 51.5% | $4,960 | 加仓 |
| YUMC | YUM CHINA HLDGS INC | $1.45万 | 0.00% | 298 | 1 | 0.3% | $49 | 加仓 |
| DFEM | DIMENSIONAL EMERGING | $1.45万 | 0.00% | 419 | 419 | — | $1.45万 | 新建仓 |
| NVTS | NAVITAS SEMICONDUCTOR CO | $1.44万 | 0.00% | 1,645 | 200 | 13.8% | $1,754 | 加仓 |
| JMEE | JPMORGAN SMALL & MID CAP | $1.44万 | 0.00% | 216 | 0 | 0.0% | — | 不变 |
| EBAY | EBAY INC | $1.44万 | 0.00% | 158 | 1 | 0.6% | $91 | 加仓 |
| TAP | MOLSON COORS BEVERAG B | $1.38万 | 0.00% | 320 | 4 | 1.3% | $172 | 加仓 |
| PWR | QUANTA SVCS INC | $1.37万 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| DAR | DARLING INGREDIENTS INC | $1.35万 | 0.00% | 218 | 0 | 0.0% | — | 不变 |
| ASML | ASML HLDG N V F | $1.32万 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| APH | AMPHENOL CORP NEW | $1.31万 | 0.00% | 104 | 0 | 0.0% | — | 不变 |
| WDAY | WORKDAY INC | $1.30万 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| ZETA | ZETA GLOBAL HLDGS CORP | $1.28万 | 0.00% | 806 | 806 | — | $1.28万 | 新建仓 |
| XLF | STATE STREET FINANCIAL | $1.26万 | 0.00% | 256 | 2 | 0.8% | $99 | 加仓 |
| TEL | TE CONNECTIVITY PLC F | $1.24万 | 0.00% | 60 | 2 | 3.4% | $415 | 加仓 |
| NET | CLOUDFLARE INC | $1.24万 | 0.00% | 60 | 0 | 0.0% | — | 不变 |
| O | REALTY INCOME CORP | $1.22万 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| GOVT | ISHARES U.S. TREASURY | $1.22万 | 0.00% | 534 | 3 | 0.6% | $69 | 加仓 |
| NVS | NOVARTIS AG F | $1.22万 | 0.00% | 80 | 0 | 0.0% | — | 不变 |