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 |
|---|---|---|---|---|---|---|---|---|
| SHY | ISHARES 1-3 YEAR | $4,349 | 0.00% | 53 | 1 | 1.9% | $82 | 加仓 |
| DFSI | DIMENSIONAL | $4,327 | 0.00% | 102 | 0 | 0.0% | — | 不变 |
| — | INVESCO S&P 500 EQUAL | $4,278 | 0.00% | 145 | 0 | 0.0% | — | 不变 |
| TY | TRI-CONTINENTAL CORPORAT | $4,233 | 0.00% | 134 | 0 | 0.0% | — | 不变 |
| SCI | SERVICE CORP INTL | $4,208 | 0.00% | 51 | 0 | 0.0% | — | 不变 |
| EFG | ISHARES MSCI EAFE GROWTH | $4,186 | 0.00% | 38 | 0 | 0.0% | — | 不变 |
| ETH | GRAYSCALE ETHEREUM MINI | $4,171 | 0.00% | 210 | -3,563 | -94.4% | -$7.08万 | 减仓 |
| JEPI | JPMORGAN EQUITY PREMIUM | $4,060 | 0.00% | 72 | 11 | 18.0% | $620 | 加仓 |
| — | VOLKSWAGEN A G F | $4,028 | 0.00% | 400 | 0 | 0.0% | — | 不变 |
| BMNR | BITMINE IMMERSION TECNOL | $3,956 | 0.00% | 200 | -2,000 | -90.9% | -$3.96万 | 减仓 |
| — | INVESCO UNIT TRUSTS | $3,866 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| SDIV | GLOBAL X SUPERDIVIDEND | $3,789 | 0.00% | 150 | 0 | 0.0% | — | 不变 |
| GEN | GEN DIGITAL INC | $3,766 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| GSL | GLOBAL SHIP LEASE INC F | $3,723 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| GIS | GENERAL MILLS INC | $3,722 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| NVO | NOVO-NORDISK A S F | $3,675 | 0.00% | 100 | -265 | -72.6% | -$9,739 | 减仓 |
| UUUU | ENERGY FUELS INC F | $3,650 | 0.00% | 200 | -300 | -60.0% | -$5,475 | 重新持有 |
| TSLL | DIREXION DAILY TSLA BULL | $3,645 | 0.00% | 300 | -200 | -40.0% | -$2,430 | 减仓 |
| — | CHARGEPOINT HLDGS INC | $3,645 | 0.00% | 750 | 0 | 0.0% | — | 不变 |
| — | SPROTT COPPER MINERS | $3,572 | 0.00% | 100 | 100 | — | $3,572 | 新建仓 |
| MOS | THE MOSAIC CO | $3,570 | 0.00% | 140 | -520 | -78.8% | -$1.33万 | 减仓 |
| PPLT | ABRDN PHYSICAL PLATINUM | $3,565 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| GIL | GILDAN ACTIVEWEAR INC F | $3,506 | 0.00% | 63 | 0 | 0.0% | — | 不变 |
| COF | CAPITAL ONE FINL CORP | $3,466 | 0.00% | 19 | 19 | — | $3,466 | 新建仓 |
| RYAN | RYAN SPECIALTY HOLDINGS | $3,450 | 0.00% | 102 | 0 | 0.0% | — | 不变 |
| FLNC | FLUENCE ENERGY INC | $3,440 | 0.00% | 250 | 0 | 0.0% | — | 不变 |
| QCLN | FIRST TRUST NASDAQ CLEAN | $3,439 | 0.00% | 74 | 0 | 0.0% | — | 不变 |
| IBRX | IMMUNITYBIO INC | $3,421 | 0.00% | 446 | 446 | — | $3,421 | 新建仓 |
| SBUX | STARBUCKS CORP | $3,353 | 0.00% | 37 | -100 | -73.0% | -$9,062 | 减仓 |
| DFSE | DIMENSIONAL EMERGING | $3,305 | 0.00% | 78 | 0 | 0.0% | — | 不变 |
| PEBO | PEOPLES BANCORP INC | $3,287 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| AGNC | AGNC INVT CORP | $3,260 | 0.00% | 325 | 0 | 0.0% | — | 不变 |
| IGV | ISHARES EXPANDED | $3,202 | 0.00% | 40 | 0 | 0.0% | — | 不变 |
| SPH | SUBURBAN PROPANE PART LP | $3,191 | 0.00% | 162 | 2 | 1.2% | $39 | 加仓 |
| HRL | HORMEL FOODS CORP | $3,171 | 0.00% | 140 | 0 | 0.0% | — | 不变 |
| MBB | ISHARES MBS ETF | $3,137 | 0.00% | 33 | 0 | 0.0% | — | 不变 |
| REXR | REXFORD INDL RLTY INC | $3,044 | 0.00% | 93 | 0 | 0.0% | — | 不变 |
| BAX | BAXTER INTL INC | $3,024 | 0.00% | 180 | 0 | 0.0% | — | 不变 |
| SIRI | SIRIUSXM HLDGS INC EQUIT | $2,955 | 0.00% | 128 | 0 | 0.0% | — | 不变 |
| PUMP | PROPETRO HLDG CORP | $2,954 | 0.00% | 50 | 50 | — | $2,954 | 新建仓 |
| ARKW | ARK NEXT GENERATION | $2,895 | 0.00% | 24 | 0 | 0.0% | — | 不变 |
| KWEB | KRANESHARES CSI CHINA | $2,843 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| HRMY | HARMONY BIOSCIENCES HLDG | $2,801 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| LQD | ISHARES IBOXX $ | $2,800 | 0.00% | 26 | 0 | 0.0% | — | 不变 |
| NKE | NIKE INC | $2,680 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| UAMY | UNITED STS ANTIMONY CORP | $2,619 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| — | SIEMENS AG ORDF | $2,614 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| GSK | GSK PLC ADR F | $2,594 | 0.00% | 47 | 0 | 0.0% | — | 不变 |
| TXO | TXO PARTNERS LP LP | $2,516 | 0.00% | 200 | -800 | -80.0% | -$1.01万 | 减仓 |
| AES | AES CORP | $2,414 | 0.00% | 171 | 1 | 0.6% | $14 | 加仓 |
| LH | LABCORP HLDGS INC | $2,401 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| ORGO | ORGANOGENESIS HLDGS INC | $2,370 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| — | CROSS CTRY HEALTHCARE IN | $2,350 | 0.00% | 250 | 0 | 0.0% | — | 不变 |
| TAK | TAKEDA PHARMACEUTICAL F | $2,315 | 0.00% | 125 | 0 | 0.0% | — | 不变 |
| — | SARATOGA INVT CORP | $2,187 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| VSNT | VERSANT MEDIA GROUP INC | $2,109 | 0.00% | 57 | 57 | — | $2,109 | 新建仓 |
| VNLA | JANUS HENDERSON SHORT | $2,094 | 0.00% | 43 | 0 | 0.0% | — | 不变 |
| LLYVK | LIBERTY LIVE HLDGS INC | $2,070 | 0.00% | 22 | 0 | 0.0% | — | 不变 |
| — | RWE AG F | $2,019 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| ARKG | ARK GENOMIC REVOLUTION | $1,955 | 0.00% | 74 | 0 | 0.0% | — | 不变 |
| CMG | CHIPOTLE MEXICAN GRILL I | $1,953 | 0.00% | 61 | -6,000 | -99.0% | -$19.21万 | 减仓 |
| FUBO | FUBOTV INC | $1,892 | 0.00% | 200 | 200 | — | $1,892 | 新建仓 |
| PID | INVESCO INTERNATIONAL | $1,886 | 0.00% | 85 | 1 | 1.2% | $22 | 加仓 |
| BBW | BUILD-A-BEAR WORKSHOP IN | $1,872 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| IVT | INVENTRUST PPTYS CORP | $1,858 | 0.00% | 61 | 0 | 0.0% | — | 不变 |
| GLDM | SPDR GOLD MINISHARES | $1,854 | 0.00% | 20 | 20 | — | $1,854 | 新建仓 |
| GH | GUARDANT HEALTH INC | $1,847 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| ALB | ALBEMARLE CORP | $1,840 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| ZBH | ZIMMER BIOMET HLDGS INC | $1,808 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| HRB | BLOCK H & R INC | $1,650 | 0.00% | 52 | 0 | 0.0% | — | 不变 |
| TBLL | INVESCO SHORT TERM | $1,617 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| VVR | INVESCO SENIOR INCOME TR | $1,537 | 0.00% | 477 | 16 | 3.5% | $52 | 加仓 |
| — | SIEMENS HEALTHINEE ORDF | $1,510 | 0.00% | 36 | 0 | 0.0% | — | 不变 |
| RXO | RXO INC | $1,462 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| WMB | WILLIAMS COS INC | $1,383 | 0.00% | 19 | 19 | — | $1,383 | 新建仓 |
| FIX | COMFORT SYS USA INC | $1,379 | 0.00% | 1 | 1 | — | $1,379 | 新建仓 |
| ESGV | VANGUARD ESG U.S. STOCK | $1,347 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| NMAX | NEWSMAX INC | $1,305 | 0.00% | 250 | 0 | 0.0% | — | 不变 |
| — | JANUS HENDERSON | $1,296 | 0.00% | 31 | 0 | 0.0% | — | 不变 |
| KSS | KOHLS CORP | $1,290 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| CCEP | COCA-COLA EUROPACIFIC F | $1,269 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| CIM | CHIMERA INVT CORP EQUITY | $1,242 | 0.00% | 99 | 0 | 0.0% | — | 不变 |
| — | YIELDMAX NVDA OPTION | $1,236 | 0.00% | 95 | 9 | 10.5% | $117 | 加仓 |
| WES | WESTERN MIDSTREAM PAR LP | $1,235 | 0.00% | 20 | -180 | -90.0% | -$1.11万 | 减仓 |
| — | CRESCO LABS INC F | $1,225 | 0.00% | 1,408 | 0 | 0.0% | — | 不变 |
| PTY | PIMCO CORPORATE & INCOME | $1,206 | 0.00% | 100 | 100 | — | $1,206 | 新建仓 |
| IEF | ISHARES 7-10 YEAR | $1,191 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| OPEN | OPENDOOR TECHNOLOGIES IN | $1,170 | 0.00% | 250 | 0 | 0.0% | — | 不变 |
| RIVN | RIVIAN AUTOMOTIVE INC | $1,159 | 0.00% | 77 | -10,477 | -99.3% | -$15.77万 | 减仓 |
| — | BAYER A G F | $1,148 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| DBX | DROPBOX INC | $1,136 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| XHR | XENIA HOTELS & RESORTS I | $1,112 | 0.00% | 75 | 0 | 0.0% | — | 不变 |
| TMUS | T-MOBILE US INC | $1,093 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| SMR | NUSCALE PWR CORP | $1,084 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| — | KRANESHARES ELECTRIC | $1,064 | 0.00% | 33 | 0 | 0.0% | — | 不变 |
| — | LIBERTY BROADBAND CORP | $1,006 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| KLAR | KLARNA GROUP PLC F | $982 | 0.00% | 75 | 0 | 0.0% | — | 不变 |
| UCO | PROSHARES ULTRA | $982 | 0.00% | 25 | 25 | — | $982 | 新建仓 |
| — | ASSERTIO HLDGS INC | $953 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| RKT | ROCKET COMPANIES CLA A | $855 | 0.00% | 60 | 0 | 0.0% | — | 不变 |