13F 机构持仓

Strategic Investment Solutions, Inc. /IL

ORLAND PARK IL · SEC CIK 0001960144

2026Q22026Q1 更早 9 个季度 🔒
$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
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 13.9%
VTV 5.2%
DFAW 4.8%
DFUS 4.5%
DFAX 4.4%
AOK 3.3%
AAPL 3.1%
GLD 2.5%
DIMENSIONAL U. 2.3%
DIMENSIONAL U. 2.0%

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
XLF STATE STREET FINANCIAL $1.38万0.00%257 10.4% $54 加仓
VIOO VANGUARD S&P SMALL-CAP $1.38万0.00%100 00.0% — 不变
VOOG VANGUARD S&P 500 GROWTH $1.37万0.00%163 10.6% $84 加仓
F FORD MTR CO DEL $1.35万0.00%973 -898-48.0% -$1.25万 减仓
DFGX DIMENSIONAL $1.34万0.00%250 -133-34.7% -$7,128 减仓
— SANUWAVE HEALTH INC $1.33万0.00%1,333 00.0% — 不变
KR KROGER CO $1.31万0.00%236 -752-76.1% -$4.18万 减仓
DNOW DNOW INC $1.30万0.00%1,000 00.0% — 不变
ARKK ARK INNOVATION ETF $1.29万0.00%160 00.0% — 不变
SCHH SCHWAB U.S. REIT ETF $1.27万0.00%537 20.4% $47 加仓
TAP MOLSON COORS BEVERAG B $1.26万0.00%324 41.2% $156 加仓
MLI MUELLER INDS INC $1.26万0.00%102 00.0% — 不变
NVS NOVARTIS AG F $1.25万0.00%80 00.0% — 不变
GDXJ VANECK JUNIOR GOLD $1.25万0.00%127 -557-81.4% -$5.47万 减仓
O REALTY INCOME CORP $1.24万0.00%200 00.0% — 不变
GOVT ISHARES U.S. TREASURY $1.23万0.00%539 50.9% $114 加仓
WDAY WORKDAY INC $1.22万0.00%100 00.0% — 不变
YUMC YUM CHINA HLDGS INC $1.22万0.00%299 10.3% $41 加仓
— TOKYO ELECTRON LTD F $1.22万0.00%50 00.0% — 不变
XLY STATE STREET CONSUMER $1.20万0.00%102 00.0% — 不变
DAR DARLING INGREDIENTS INC $1.19万0.00%218 00.0% — 不变
KMB KIMBERLY CLARK CORP $1.18万0.00%107 10.9% $110 加仓
HELE HELEN OF TROY LTD FORM F $1.16万0.00%400 400— $1.16万 新建仓
OKLO OKLO INC $1.16万0.00%222 3015.6% $1,570 加仓
— ROUNDHILL SPORTS BETTING $1.14万0.00%612 00.0% — 不变
HEDJ WISDOMTREE EUROPE HEDGED $1.14万0.00%200 00.0% — 不变
SWX SOUTHWEST GAS HOLDIN $1.14万0.00%128 00.0% — 不变
KKR KKR & CO INC $1.10万0.00%120 00.0% — 不变
GEHC GE HEALTHCARE TECHNOLOGI $1.09万0.00%171 -86-33.5% -$5,507 减仓
AVLV AVANTIS US LARGE CAP $1.09万0.00%119 119— $1.09万 新建仓
— GREAT WEST LIFECO INC F $1.07万0.00%168 00.0% — 不变
FDX FEDEX CORP $1.05万0.00%34 13.0% $310 加仓
QXO QXO INC $1.05万0.00%608 00.0% — 不变
CGGR CAPITAL GROUP GROWTH $1.05万0.00%222 00.0% — 不变
IWB ISHARES RUSSELL 1000 $1.02万0.00%25 00.0% — 不变
CCJ CAMECO CORP F $1.02万0.00%100 00.0% — 不变
DFGR DIMENSIONAL GLOBAL REAL $1.01万0.00%349 -257-42.4% -$7,446 减仓
ALLY ALLY FINL INC $9,9710.00%217 00.0% — 不变
QTUM DEFIANCE QUANTUM ETF $9,9230.00%60 00.0% — 不变
DVN DEVON ENERGY CORP NEW $9,9170.00%240 140140.0% $5,785 加仓
CCK CROWN HLDGS INC $9,8350.00%88 00.0% — 不变
BTC GRAYSCALE BITCOIN MINI $9,6270.00%371 00.0% — 不变
ABAT AMERICAN BATTERY TECHNOL $9,6220.00%3,400 00.0% — 不变
IYW ISHARES U.S. TECHNOLOGY $9,5940.00%38 00.0% — 不变
GBTC GRAYSCALE BITCOIN TRUST $9,5130.00%209 00.0% — 不变
DFEM DIMENSIONAL EMERGING $9,3070.00%229 -190-45.3% -$7,722 减仓
NUKZ RANGE NUCLEAR $9,0650.00%133 1310.8% $886 加仓
VIS VANGUARD INDUSTRIALS $9,0100.00%25 -254-91.0% -$9.15万 减仓
MATX MATSON INC $8,9420.00%47 00.0% — 不变
DOCU DOCUSIGN INC $8,8840.00%200 00.0% — 不变
VCIT VANGUARD $8,8330.00%107 10.9% $83 加仓
XFFCX FLAH&CRUM PREF SECURITIE $8,5470.00%525 00.0% — 不变
VSXY VICTORIAS SECRET & CO $8,3480.00%100 00.0% — 不变
BIDU BAIDU INC F $8,3430.00%73 00.0% — 不变
VCEB VANGUARD ESG U.S. $8,3400.00%133 32.3% $188 加仓
TCAF T. ROWE PRICE CAPITAL $8,2200.00%200 200— $8,220 新建仓
MMM 3M CO $8,0960.00%50 00.0% — 不变
CALM CAL MAINE FOODS INC $8,0560.00%100 00.0% — 不变
DRAM ROUNDHILL MEMORY ETF $7,9020.00%107 107— $7,902 新建仓
PGX INVESCO PREFERRED ETF $7,8590.00%725 00.0% — 不变
DVY ISHARES SELECT DIVIDEND $7,8150.00%50 00.0% — 不变
TTE TOTALENERGIES F $7,7760.00%100 00.0% — 不变
XOP STATE STREET SPDR S&P $7,7130.00%50 00.0% — 不变
PPL PPL CORP $7,7060.00%212 7251.4% $2,617 加仓
WDC WESTERN DIGITAL CORP $7,6650.00%12 12— $7,665 新建仓
PNC PNC FINL SERVICES $7,6330.00%31 291,450.0% $7,141 加仓
VVX V2X INC $7,4560.00%100 00.0% — 不变
JCI JOHNSON CONTROLS INT F $7,4520.00%51 00.0% — 不变
MDB MONGODB INC $7,3900.00%22 00.0% — 不变
MHO M / I HOMES INC $7,0750.00%44 00.0% — 不变
SWBI SMITH & WESSON BRANDS IN $7,0180.00%467 40.9% $60 加仓
PEY INVESCO HIGH YIELD $6,9540.00%300 00.0% — 不变
DFSI DIMENSIONAL $6,9390.00%154 5251.0% $2,343 加仓
REGN REGENERON PHARMACEUTICAL $6,8590.00%11 583.3% $3,118 加仓
VTWO VANGUARD RUSSELL 2000 $6,8000.00%56 00.0% — 不变
— GRAYSCALE ETHEREUM STAKI $6,7500.00%529 00.0% — 不变
GFI GOLD FIELDS LTD NEW F $6,7180.00%200 00.0% — 不变
— TEUCRIUM CORN FUND $6,7000.00%400 00.0% — 不变
LDOS LEIDOS HLDGS INC $6,6930.00%65 00.0% — 不变
RSPG INVESCO S&P 500 EQUAL $6,6610.00%68 00.0% — 不变
SYK STRYKER CORP $6,6100.00%21 00.0% — 不变
WMB WILLIAMS COS INC $6,4680.00%87 68357.9% $5,055 加仓
ZTS ZOETIS INC $6,3960.00%89 00.0% — 不变
SPG SIMON PPTY GROUP INC NEW $6,2270.00%28 00.0% — 不变
CGGO CAPITAL GROUP GLOBAL $6,2230.00%147 147— $6,223 新建仓
SHW SHERWIN-WILLIAMS CO $6,1980.00%18 00.0% — 不变
BOTZ GLOBAL X ROBOTICS & $6,0700.00%160 00.0% — 不变
— DEFIANCE OIL ENHANCED $5,9850.00%625 625— $5,985 新建仓
HOG HARLEY DAVIDSON INC $5,9790.00%244 10.4% $25 加仓
MGM MGM RESORTS INTL $5,9760.00%125 00.0% — 不变
QYLD GLOBAL X NASDAQ 100 $5,9340.00%322 00.0% — 不变
LHX L3HARRIS TECHNOLOGIES IN $5,8120.00%20 -100-83.3% -$2.91万 减仓
DFSE DIMENSIONAL EMERGING $5,7990.00%119 4152.6% $1,998 加仓
KVUE KENVUE INC $5,7900.00%303 00.0% — 不变
BAC BANK OF AMERICA CORP $5,6980.00%100 100— $5,698 新建仓
CMG CHIPOTLE MEXICAN GRILL I $5,4740.00%161 100163.9% $3,400 加仓
WY WEYERHAEUSER CO $5,3230.00%223 31.4% $72 加仓
JEPI JPMORGAN EQUITY PREMIUM $5,3230.00%73 11.4% $73 加仓
FLR FLUOR CORP NEW $5,2390.00%100 00.0% — 不变
KMI KINDER MORGAN INC DEL $5,2110.00%163 1511,258.3% $4,827 加仓