13F 机构持仓

Strategic Investment Solutions, Inc. /IL

ORLAND PARK IL · SEC CIK 0001960144

2026Q22026Q1 更早 9 个季度 🔒
$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
申报市值走势$4.37亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

VUG 14.9%
DFAW 5.0%
VTV 4.5%
DFAX 4.2%
DFUS 4.1%
AOK 3.8%
AAPL 3.1%
GLD 3.0%
VGUS 2.4%
DIMENSIONAL U. 2.1%

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
— AIRBUS SE ORDF $1.21万0.00%65 00.0% — 不变
MFC MANULIFE FINL CORP F $1.21万0.00%350 00.0% — 不变
XMMO INVESCO S & P MIDCAP $1.20万0.00%83 00.0% — 不变
XYZ BLOCK INC A $1.20万0.00%200 00.0% — 不变
FDX FEDEX CORP $1.19万0.00%33 00.0% — 不变
DNOW DNOW INC $1.19万0.00%1,000 1,000— $1.19万 新建仓
PL PLANET LABS PBC $1.19万0.00%425 00.0% — 不变
QXO QXO INC $1.18万0.00%608 00.0% — 不变
— TEUCRIUM WHEAT FUND $1.18万0.00%500 500— $1.18万 新建仓
SCHH SCHWAB U.S. REIT ETF $1.15万0.00%535 10.2% $21 加仓
VIOO VANGUARD S&P SMALL-CAP $1.15万0.00%100 00.0% — 不变
MLI MUELLER INDS INC $1.13万0.00%102 00.0% — 不变
BTC GRAYSCALE BITCOIN MINI $1.11万0.00%371 00.0% — 不变
SWX SOUTHWEST GAS HOLDIN $1.11万0.00%128 00.0% — 不变
XLY STATE STREET CONSUMER $1.11万0.00%102 00.0% — 不变
VOOG VANGUARD S&P 500 GROWTH $1.11万0.00%27 00.0% — 不变
KKR KKR & CO INC $1.11万0.00%120 120— $1.11万 新建仓
GBTC GRAYSCALE BITCOIN TRUST $1.10万0.00%209 00.0% — 不变
— ROUNDHILL SPORTS BETTING $1.09万0.00%612 00.0% — 不变
CCJ CAMECO CORP F $1.09万0.00%100 00.0% — 不变
ARKK ARK INNOVATION ETF $1.08万0.00%160 -225-58.4% -$1.52万 减仓
ZTS ZOETIS INC $1.05万0.00%89 00.0% — 不变
HEDJ WISDOMTREE EUROPE HEDGED $1.05万0.00%200 00.0% — 不变
BWXT BWX TECHNOLOGIES INC $1.03万0.00%50 00.0% — 不变
KMB KIMBERLY CLARK CORP $1.02万0.00%106 11.0% $96 加仓
LDOS LEIDOS HLDGS INC $1.01万0.00%65 00.0% — 不变
DAL DELTA AIR LINES INC DEL $9,9720.00%150 00.0% — 不变
OKLO OKLO INC $9,5210.00%192 -1,296-87.1% -$6.43万 减仓
ABAT AMERICAN BATTERY TECHNOL $9,4860.00%3,400 00.0% — 不变
DOCU DOCUSIGN INC $9,4820.00%200 00.0% — 不变
HWM HOWMET AEROSPACE INC $9,2280.00%40 00.0% — 不变
TTE TOTALENERGIES F $9,0980.00%100 00.0% — 不变
XOP STATE STREET SPDR S&P $9,0920.00%50 00.0% — 不变
GFI GOLD FIELDS LTD NEW F $9,0800.00%200 00.0% — 不变
— GRAYSCALE ETHEREUM STAKI $9,0300.00%529 00.0% — 不变
NG NOVAGOLD RES INC F $8,9800.00%1,000 1,000— $8,980 新建仓
CGGR CAPITAL GROUP GROWTH $8,9220.00%222 00.0% — 不变
IWB ISHARES RUSSELL 1000 $8,9140.00%25 00.0% — 不变
CCK CROWN HLDGS INC $8,7860.00%88 11.1% $100 加仓
VCIT VANGUARD $8,7360.00%106 11.0% $82 加仓
ALLY ALLY FINL INC $8,5130.00%217 00.0% — 不变
VCEB VANGUARD ESG U.S. $8,1880.00%130 -3-2.3% -$189 减仓
BIDU BAIDU INC F $8,1340.00%73 -2,567-97.2% -$28.60万 减仓
XFFCX FLAH&CRUM PREF SECURITIE $8,1320.00%525 00.0% — 不变
ZM ZOOM COMMUNICATIONS INC $8,0390.00%100 00.0% — 不变
CALM CAL MAINE FOODS INC $7,9150.00%100 00.0% — 不变
NUKZ RANGE NUCLEAR $7,8920.00%120 120— $7,892 新建仓
PGX INVESCO PREFERRED ETF $7,8880.00%725 00.0% — 不变
— GREAT WEST LIFECO INC F $7,8680.00%168 00.0% — 不变
MATX MATSON INC $7,6260.00%47 00.0% — 不变
DVY ISHARES SELECT DIVIDEND $7,5700.00%50 00.0% — 不变
WAB WABTEC $7,4970.00%30 -5-14.3% -$1,250 减仓
RSPG INVESCO S&P 500 EQUAL $7,4440.00%68 00.0% — 不变
— TEUCRIUM CORN FUND $7,3600.00%400 00.0% — 不变
MMM 3M CO $7,2620.00%50 00.0% — 不变
CIFR CIPHER DIGITAL INC $7,1170.00%553 00.0% — 不变
— COTERRA ENERGY INC $7,0280.00%200 00.0% — 不变
IYW ISHARES U.S. TECHNOLOGY $6,8980.00%38 00.0% — 不变
SYK STRYKER CORP $6,8800.00%21 00.0% — 不变
VVX V2X INC $6,8500.00%100 00.0% — 不变
JCI JOHNSON CONTROLS INT F $6,6780.00%51 00.0% — 不变
SWBI SMITH & WESSON BRANDS IN $6,6290.00%463 61.3% $86 加仓
QTUM DEFIANCE QUANTUM ETF $6,4380.00%60 00.0% — 不变
PEY INVESCO HIGH YIELD $6,4260.00%300 00.0% — 不变
BABA ALIBABA GROUP HLDG LTD F $6,3980.00%51 00.0% — 不变
MSTR STRATEGY INC $6,1150.00%49 00.0% — 不变
— TOKYO ELECTRON LTD F $6,1110.00%50 00.0% — 不变
PLD PROLOGIS INC $5,9360.00%45 45— $5,936 新建仓
ECHO ECHOSTAR CORP $5,8540.00%50 -7,488-99.3% -$87.66万 重新持有
SHW SHERWIN-WILLIAMS CO $5,7700.00%18 00.0% — 不变
VTWO VANGUARD RUSSELL 2000 $5,6100.00%56 00.0% — 不变
QYLD GLOBAL X NASDAQ 100 $5,5220.00%322 00.0% — 不变
LOUP INNOVATOR DEEPWATER $5,5080.00%80 00.0% — 不变
DVYE ISHARES EMERGING MARKETS $5,5010.00%160 00.0% — 不变
MHO M / I HOMES INC $5,3880.00%44 00.0% — 不变
WY WEYERHAEUSER CO $5,3860.00%220 20.9% $49 加仓
MDB MONGODB INC $5,3850.00%22 00.0% — 不变
PPL PPL CORP $5,3480.00%140 1512.0% $573 加仓
— SPEAR ALPHA ETF $5,3400.00%150 00.0% — 不变
BOTZ GLOBAL X ROBOTICS & $5,3150.00%160 00.0% — 不变
ORCL ORACLE CORP $5,2960.00%36 -50-58.1% -$7,356 减仓
KVUE KENVUE INC $5,2240.00%303 00.0% — 不变
GXO GXO LOGISTICS INC $5,1850.00%100 00.0% — 不变
SPG SIMON PPTY GROUP INC NEW $5,1420.00%28 13.7% $184 加仓
DVN DEVON ENERGY CORP NEW $5,0320.00%100 00.0% — 不变
TYG TORTOISE ENERGY INFRASTR $4,9850.00%100 100— $4,985 新建仓
MS MORGAN STANLEY $4,9370.00%30 30— $4,937 新建仓
HOG HARLEY DAVIDSON INC $4,9070.00%243 31.2% $61 加仓
BR BROADRIDGE FINL SOLUTION $4,8750.00%30 00.0% — 不变
FLR FLUOR CORP NEW $4,6650.00%100 00.0% — 不变
REGN REGENERON PHARMACEUTICAL $4,6360.00%6 00.0% — 不变
VSXY VICTORIAS SECRET & CO $4,6360.00%100 100— $4,636 新建仓
MGM MGM RESORTS INTL $4,6260.00%125 00.0% — 不变
LULU LULULEMON ATHLETICA INC $4,5930.00%30 00.0% — 不变
DHT DHT HOLDINGS INC F $4,5680.00%250 00.0% — 不变
IREN IREN LTD F $4,5250.00%132 -185-58.4% -$6,342 减仓
NLY ANNALY CAP MGMT INC $4,4830.00%212 00.0% — 不变
— IZEA WORLDWIDE INC EQUIT $4,3880.00%1,250 00.0% — 不变
— TORTOISE ELECTRIFICATION $4,3760.00%200 00.0% — 不变
ADBE ADOBE INC $4,3750.00%18 -100-84.7% -$2.43万 减仓