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
HIMS HIMS & HERS HEALTH INC $8300.00%40 00.0% — 不变
— MERCEDES BENZ GROU ORDF $7970.00%13 00.0% — 不变
USAR USA RARE EARTH INC $7570.00%50 00.0% — 不变
FNDF SCHWAB FUNDAMENTAL $7340.00%15 15— $734 新建仓
GM GENERAL MTRS CO $6960.00%9 00.0% — 不变
LUMN LUMEN TECHNOLOGIES INC $6540.00%94 00.0% — 不变
APLD APPLIED DIGITAL CORP $5940.00%25 25— $594 新建仓
— YIELDMAX MSTR OPTION $5750.00%27 00.0% — 不变
— MICROSECTORS ENERGY 3X $5720.00%0 0— — 清仓
ACLS AXCELIS TECHNOLOGIES INC $5580.00%6 00.0% — 不变
PENN PENN ENTMT INC $5110.00%34 00.0% — 不变
— SCISPARC LTD F $4870.00%133 133— $487 新建仓
SRE SEMPRA $4860.00%5 -70-93.3% -$6,804 减仓
BGS B & G FOODS INC NEW $4810.00%100 00.0% — 不变
RIG TRANSOCEAN LTD F $4640.00%70 00.0% — 不变
VICI VICI PPTYS INC $4640.00%17 17— $464 新建仓
KDP KEURIG DR PEPPER INC $4480.00%17 00.0% — 不变
LIFE ETHOS TECHNOLOGIES INC $4460.00%40 40— $446 新建仓
QBTS D-WAVE QUANTUM INC $4330.00%30 -570-95.0% -$8,227 重新持有
NWL NEWELL BRANDS INC $4290.00%125 00.0% — 不变
PNC PNC FINL SERVICES $4160.00%2 2— $416 新建仓
JOBY JOBY AVIATION INC F $4130.00%50 00.0% — 不变
ADP AUTOMATIC DATA PROCESSIN $4060.00%2 2— $406 新建仓
HIG HARTFORD INS GROUP INC $4060.00%3 3— $406 新建仓
KMI KINDER MORGAN INC DEL $4020.00%12 12— $402 新建仓
XPOF XPONENTIAL FITNESS INC $3730.00%62 00.0% — 不变
SCHO SCHWAB SHORT-TERM U.S. $3640.00%15 15— $364 新建仓
ETN EATON CORP PLC F $3580.00%1 -19-95.0% -$6,802 减仓
CWH CAMPING WORLD HLDGS INC $3510.00%51 00.0% — 不变
MRSH MARSH & MCLENNAN COS INC $3470.00%2 2— $347 新建仓
— AVALONBAY CMNTYS INC $3270.00%2 2— $327 新建仓
— PANDORA A /S F $3160.00%36 00.0% — 不变
— DAIMLER TRUCK HLDG AG F $3160.00%13 00.0% — 不变
BDX BECTON DICKINSON & CO $3140.00%2 00.0% — 不变
HODL VANECK BITCOIN ETF $3070.00%16 00.0% — 不变
SPXU PROSHARES ULTRAPRO SHORT $2840.00%5 00.0% — 不变
— KR1 PLC ORDF $2580.00%1,390 00.0% — 不变
BHF BRIGHTHOUSE FINL INC $2400.00%4 00.0% — 不变
— STEM INC $2210.00%25 -12-32.4% -$106 减仓
ENVX ENOVIX CORP $2180.00%42 00.0% — 不变
VOD VODAFONE GROUP PLC NEW F $2100.00%14 00.0% — 不变
DRI DARDEN RESTAURANTS INC $1960.00%1 1— $196 新建仓
FAST FASTENAL CO $1860.00%4 4— $186 新建仓
PAYX PAYCHEX INC $1840.00%2 2— $184 新建仓
RGTI RIGETTI COMPUTING INC $1830.00%13 -87-87.0% -$1,225 减仓
OKE ONEOK INC NEW $1810.00%2 2— $181 新建仓
AROC ARCHROCK INC $1740.00%0 0— — 清仓
FTRE FORTREA HLDGS INC $1700.00%18 00.0% — 不变
LCID LUCID GROUP INC $1620.00%17 00.0% — 不变
WTTR SELECT WATER SOLUTIO A $1530.00%0 0— — 清仓
OGN ORGANON & CO $1510.00%25 00.0% — 不变
GLIBK GCI LIBERTY INC $1490.00%4 00.0% — 不变
IONQ IONQ INC $1440.00%5 -245-98.0% -$7,056 减仓
CRSP CRISPR THERAPEUTICS AG F $1430.00%4 4— $143 新建仓
— NISSAN MTR LTD F $1060.00%25 00.0% — 不变
LFUS LITTELFUSE INC $900.00%0 0— -$67 清仓
AI C3 AI INC $840.00%10 00.0% — 不变
KD KYNDRYL HLDGS INC $790.00%6 00.0% — 不变
VNQ VANGUARD REAL ESTATE $650.00%1 00.0% — 不变
IIPR INNOVATIVE INDL PPTYS IN $650.00%1 00.0% — 不变
SAFE SAFEHOLD INC REIT $540.00%4 4— $54 新建仓
— AURORA CANNABIS INC F $520.00%16 00.0% — 不变
AAL AMERICAN AIRLS GROUP INC $430.00%4 00.0% — 不变
— BEYOND MEAT INC $350.00%50 00.0% — 不变
— STAR JETS INTL INC $340.00%10,000 00.0% — 不变
EXK ENDEAVOUR SILVER CORP F $280.00%3 3— $28 新建仓
— STAR HLDGS $230.00%3 3— $23 新建仓
— LUMINAR TECHNOLOGIES INC $20.00%60 00.0% — 不变
AZN ASTRAZENECA PLC F $00.00%0 -2,316-100.0% -$42.59万 清仓
BLK BLACKROCK INC NEW $00.00%0 -235-100.0% -$25.17万 清仓
SNPS SYNOPSYS INC $00.00%0 -695-100.0% -$20.90万 清仓
U UNITY SOFTWARE INC $00.00%0 -3,842-100.0% -$16.97万 清仓
QCOM QUALCOMM INC $00.00%0 -600-100.0% -$10.26万 清仓
WULF TERAWULF INC $00.00%0 0— -$9.96万 清仓
DECK DECKERS OUTDOOR CORP $00.00%0 0— -$9.90万 清仓
SERV SERVE ROBOTICS INC $00.00%0 0— -$9.68万 清仓
COIN COINBASE GLOBAL INC $00.00%0 -394-100.0% -$8.91万 清仓
IVZ INVESCO LTD F $00.00%0 -3,005-100.0% -$7.89万 清仓
DKNG DRAFTKINGS INC NEW $00.00%0 -2,000-100.0% -$6.89万 清仓
GLXY GALAXY DIGITAL INC $00.00%0 -2,483-100.0% -$5.55万 清仓
— INVESCO GALAXY SOLANA $00.00%0 -3,971-100.0% -$4.93万 清仓
ULTA ULTA BEAUTY INC $00.00%0 -44-100.0% -$2.66万 清仓
WTRG ESSENTIAL UTILS INC $00.00%0 -625-100.0% -$2.40万 清仓
CCL CARNIVAL CORP F $00.00%0 -716-100.0% -$2.19万 清仓
— PROSHARES ULTRASHORT $00.00%200 200— — 新建仓
AMX AMERICA MOVIL S A B DE F $00.00%0 -700-100.0% -$1.45万 清仓
UPRO PROSHARES ULTRAPRO S&P $00.00%0 -100-100.0% -$1.16万 清仓
INV INNVENTURE INC $00.00%0 —— — 申报中断
CNI CANADIAN NATL RY CO F $00.00%0 -100-100.0% -$9,885 清仓
— BLACKROCK MUNIYIELD CF $00.00%0 -900-100.0% -$9,441 清仓
KTF DWS MUNICIPAL INCOME CF $00.00%0 -1,000-100.0% -$9,090 清仓
NUV NUVEEN MUNICIPAL VALUE C $00.00%0 -1,000-100.0% -$9,060 清仓
MHD BLACKROCK MUNIHOLDINGS C $00.00%0 -750-100.0% -$8,805 清仓
CPER UNITED STATES COPPER $00.00%0 -250-100.0% -$8,740 清仓
— BLACKROCK MUNIHOLDINGS N $00.00%0 -555-100.0% -$6,604 清仓
— BLACKROCK MUNIVEST CF $00.00%0 -940-100.0% -$6,514 清仓
— FUBOTV INC $00.00%0 -2,400-100.0% -$6,048 清仓
OSCR OSCAR HEALTH INC $00.00%0 -400-100.0% -$5,748 清仓
— IMPALA PLATINUM HLDGS F $00.00%0 -350-100.0% -$5,488 清仓
MPLX MPLX LP LP $00.00%0 -100-100.0% -$5,337 清仓