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 |
|---|---|---|---|---|---|---|---|---|
| VUG | VANGUARD GROWTH INDEX | $6,152.51万 | 14.89% | 140,546 | -232 | -0.2% | -$10.16万 | 减仓 |
| DFAW | DIMENSIONAL WORLD EQUITY | $2,071.66万 | 5.01% | 280,765 | -1,790 | -0.6% | -$13.21万 | 减仓 |
| VTV | VANGUARD VALUE INDEX | $1,875.27万 | 4.54% | 94,875 | 6,361 | 7.2% | $125.73万 | 加仓 |
| DFAX | DIMENSIONAL WORLD EX | $1,730.13万 | 4.19% | 509,315 | 13,329 | 2.7% | $45.28万 | 加仓 |
| DFUS | DIMENSIONAL U.S. EQUITY | $1,711.85万 | 4.14% | 241,407 | -991 | -0.4% | -$7.03万 | 减仓 |
| AOK | ISHARES CORE 30/70 | $1,582.88万 | 3.83% | 396,812 | 8,071 | 2.1% | $32.20万 | 加仓 |
| AAPL | APPLE INC | $1,267.69万 | 3.07% | 50,037 | -6,385 | -11.3% | -$161.76万 | 减仓 |
| GLD | SPDR GOLD SHARES | $1,239.75万 | 3.00% | 28,426 | 756 | 2.7% | $32.97万 | 加仓 |
| VGUS | VANGUARD ULTRA-SHORT | $987.29万 | 2.39% | 130,580 | -7,778 | -5.6% | -$58.81万 | 减仓 |
| — | DIMENSIONAL U.S. | $856.22万 | 2.07% | 137,315 | 1,080 | 0.8% | $6.73万 | 加仓 |
| DFIV | DIMENSIONAL | $796.27万 | 1.93% | 149,258 | 10,174 | 7.3% | $54.28万 | 加仓 |
| — | DIMENSIONAL U.S. CORE | $780.03万 | 1.89% | 200,854 | -1,815 | -0.9% | -$7.05万 | 减仓 |
| SLV | ISHARES SILVER TRUST | $738.13万 | 1.79% | 108,326 | -7,451 | -6.4% | -$50.77万 | 减仓 |
| VDC | VANGUARD CONSUMER | $665.17万 | 1.61% | 29,621 | -1,236 | -4.0% | -$27.76万 | 减仓 |
| DFUV | DIMENSIONAL US | $630.56万 | 1.53% | 130,123 | -489 | -0.4% | -$2.37万 | 减仓 |
| VGSH | VANGUARD SHORT-TERM | $585.38万 | 1.42% | 101,024 | 4,385 | 4.5% | $25.41万 | 加仓 |
| DFCF | DIMENSIONAL CORE FIXED | $552.71万 | 1.34% | 131,105 | -3,185 | -2.4% | -$13.43万 | 减仓 |
| DUSB | DIMENSIONAL ULTRASHORT | $551.95万 | 1.34% | 109,032 | -4,469 | -3.9% | -$22.62万 | 减仓 |
| VOO | VANGUARD S&P 500 ETF | $495.56万 | 1.20% | 8,311 | -384 | -4.4% | -$22.90万 | 减仓 |
| — | DIMENSIONAL US HIGH | $476.14万 | 1.15% | 129,529 | -13,169 | -9.2% | -$48.41万 | 减仓 |
| VGIT | VANGUARD INTER-TERM | $447.48万 | 1.08% | 75,039 | -9,703 | -11.5% | -$57.86万 | 减仓 |
| VDE | VANGUARD ENERGY INDEX | $444.89万 | 1.08% | 25,710 | 3,393 | 15.2% | $58.71万 | 加仓 |
| VB | VANGUARD SMALL-CAP INDEX | $437.58万 | 1.06% | 16,705 | 952 | 6.0% | $24.94万 | 加仓 |
| NVDA | NVIDIA CORP | $395.27万 | 0.96% | 18,236 | 2,041 | 12.6% | $44.24万 | 加仓 |
| DFAU | DIMENSIONAL US CORE | $388.81万 | 0.94% | 86,172 | -659 | -0.8% | -$2.97万 | 减仓 |
| VXUS | VANGUARD TOTAL | $388.28万 | 0.94% | 50,351 | -6,984 | -12.2% | -$53.86万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY | $383.89万 | 0.93% | 8,067 | -667 | -7.6% | -$31.74万 | 减仓 |
| IAU | ISHARES GOLD TRUST | $354.47万 | 0.86% | 40,208 | 347 | 0.9% | $3.06万 | 加仓 |
| SCHD | SCHWAB U.S. DIVIDEND | $329.01万 | 0.80% | 107,236 | -13,032 | -10.8% | -$39.98万 | 减仓 |
| — | DIMENSIONAL U.S. SMALL | $327.74万 | 0.79% | 46,076 | -989 | -2.1% | -$7.03万 | 减仓 |
| COST | COSTCO WHSL CORP NEW | $324.13万 | 0.78% | 3,253 | 0 | 0.0% | — | 不变 |
| VCR | VANGUARD CONSUMER | $290.31万 | 0.70% | 8,087 | -435 | -5.1% | -$15.62万 | 减仓 |
| AMZN | AMAZON.COM INC | $283.96万 | 0.69% | 13,234 | 1,785 | 15.6% | $38.30万 | 加仓 |
| DFAI | DIMENSIONAL | $276.03万 | 0.67% | 70,848 | -1,182 | -1.6% | -$4.61万 | 减仓 |
| DFLV | DIMENSIONAL US LARGE CAP | $269.21万 | 0.65% | 75,389 | 909 | 1.2% | $3.25万 | 加仓 |
| — | DIMENSIONAL US SMALL CAP | $269.09万 | 0.65% | 76,791 | 2,667 | 3.6% | $9.35万 | 加仓 |
| VPU | VANGUARD UTILITIES INDEX | $262.70万 | 0.64% | 13,257 | 3,409 | 34.6% | $67.55万 | 加仓 |
| VGT | VANGUARD INFORMATION | $241.29万 | 0.58% | 3,452 | -757 | -18.0% | -$52.91万 | 减仓 |
| VT | VANGUARD TOTAL WORLD | $215.51万 | 0.52% | 15,625 | 40 | 0.3% | $5,517 | 加仓 |
| MSFT | MICROSOFT CORP | $203.97万 | 0.49% | 5,781 | -642 | -10.0% | -$22.65万 | 减仓 |
| MGK | VANGUARD MEGA CAP GROWTH | $198.93万 | 0.48% | 5,413 | 174 | 3.3% | $6.39万 | 加仓 |
| VUSB | VANGUARD ULTRA-SHORT | $197.92万 | 0.48% | 39,752 | -2,100 | -5.0% | -$10.46万 | 减仓 |
| DFSU | DIMENSIONAL US | $189.98万 | 0.46% | 46,234 | -7,719 | -14.3% | -$31.72万 | 减仓 |
| DFSD | DIMENSIONAL | $188.89万 | 0.46% | 39,449 | 448 | 1.1% | $2.15万 | 加仓 |
| GOOG | ALPHABET INC | $177.13万 | 0.43% | 5,495 | -1,230 | -18.3% | -$39.65万 | 减仓 |
| TSLA | TESLA INC | $176.40万 | 0.43% | 4,745 | -684 | -12.6% | -$25.43万 | 减仓 |
| DISV | DIMENSIONAL | $173.37万 | 0.42% | 42,659 | 2,020 | 5.0% | $8.21万 | 加仓 |
| VIG | VANGUARD DIVIDEND | $168.21万 | 0.41% | 7,821 | -722 | -8.5% | -$15.53万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $157.60万 | 0.38% | 10,911 | -45 | -0.4% | -$6,500 | 减仓 |
| VTIP | VANGUARD SHORT-TERM | $153.59万 | 0.37% | 31,555 | 8,184 | 35.0% | $39.83万 | 加仓 |
| IVV | ISHARES CORE S&P 500 | $149.04万 | 0.36% | 2,281 | 38 | 1.7% | $2.48万 | 加仓 |
| WMT | WALMART INC | $147.36万 | 0.36% | 11,858 | 2 | 0.0% | $249 | 加仓 |
| ITA | ISHARES U.S. AEROSPACE & | $140.97万 | 0.34% | 6,441 | -32 | -0.5% | -$7,004 | 减仓 |
| TBIL | F/M US TREASURY 3 MONTH | $138.11万 | 0.33% | 27,700 | 2,919 | 11.8% | $14.55万 | 加仓 |
| TLH | ISHARES 10-20 YEAR | $138.02万 | 0.33% | 13,703 | -706 | -4.9% | -$7.11万 | 减仓 |
| GEV | GE VERNOVA INC | $131.81万 | 0.32% | 1,423 | -61 | -4.1% | -$5.65万 | 减仓 |
| BND | VANGUARD TOTAL BOND | $128.22万 | 0.31% | 17,814 | 2,141 | 13.7% | $15.41万 | 加仓 |
| DIHP | DIMENSIONAL | $126.86万 | 0.31% | 39,376 | 246 | 0.6% | $7,926 | 加仓 |
| VGK | VANGUARD FTSE EUROPE | $124.28万 | 0.30% | 15,074 | -1,639 | -9.8% | -$13.51万 | 减仓 |
| SCHG | SCHWAB U.S. LARGE-CAP | $115.76万 | 0.28% | 41,042 | -464 | -1.1% | -$1.31万 | 减仓 |
| CGDV | CAPITAL GROUP DIVIDEND | $110.73万 | 0.27% | 26,029 | 1,545 | 6.3% | $6.57万 | 加仓 |
| AMD | ADVANCED MICRO DEVIC | $109.32万 | 0.26% | 5,551 | -526 | -8.7% | -$10.36万 | 减仓 |
| SOXX | ISHARES SEMICONDUCTOR | $107.39万 | 0.26% | 3,267 | 3,061 | 1,485.9% | $100.62万 | 加仓 |
| GE | GE AEROSPACE | $106.20万 | 0.26% | 3,566 | 1,239 | 53.2% | $36.90万 | 加仓 |
| SCHF | SCHWAB INTERNATIONAL | $106.07万 | 0.26% | 42,857 | -2,400 | -5.3% | -$5.94万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES IN | $100.66万 | 0.24% | 6,881 | -595 | -8.0% | -$8.70万 | 减仓 |
| — | EXXON MOBIL CORP | $96.36万 | 0.23% | 6,183 | 298 | 5.1% | $4.64万 | 加仓 |
| MOAT | VANECK MORNINGSTAR WIDE | $96.34万 | 0.23% | 9,964 | -16 | -0.2% | -$1,547 | 减仓 |
| MCD | MCDONALDS CORP | $95.58万 | 0.23% | 3,075 | -839 | -21.4% | -$26.08万 | 减仓 |
| KO | THE COCA-COLA CO | $92.92万 | 0.22% | 12,219 | -100 | -0.8% | -$7,605 | 减仓 |
| SCHA | SCHWAB U.S. SMALL-CAP | $89.63万 | 0.22% | 30,823 | -66 | -0.2% | -$1,919 | 减仓 |
| IBM | IBM CORP | $84.65万 | 0.20% | 3,492 | -1,992 | -36.3% | -$48.29万 | 减仓 |
| CRH | CRH PUBLIC LIMITED CO F | $83.68万 | 0.20% | 7,960 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL US REAL | $82.98万 | 0.20% | 35,089 | 567 | 1.6% | $1.34万 | 加仓 |
| META | META PLATFORMS INC | $81.87万 | 0.20% | 1,431 | -59 | -4.0% | -$3.38万 | 减仓 |
| DEXC | DIMENSIONAL EMERGING | $80.60万 | 0.20% | 10,166 | 10,166 | — | $80.60万 | 新建仓 |
| GDX | VANECK GOLD MINERS ETF | $78.06万 | 0.19% | 8,506 | 1,300 | 18.0% | $11.93万 | 加仓 |
| GWW | GRAINGER W W INC | $77.82万 | 0.19% | 714 | 1 | 0.1% | $1,090 | 加仓 |
| VCSH | VANGUARD SHORT TERM COR | $74.14万 | 0.18% | 9,349 | -407 | -4.2% | -$3.23万 | 减仓 |
| LLY | ELI LILLY AND CO | $68.45万 | 0.17% | 745 | 3 | 0.4% | $2,757 | 加仓 |
| MGV | VANGUARD MEGA CAP VALUE | $68.42万 | 0.17% | 4,721 | 27 | 0.6% | $3,913 | 加仓 |
| DFIC | DIMENSIONAL | $63.40万 | 0.15% | 17,842 | 1,945 | 12.2% | $6.91万 | 加仓 |
| WTFC | WINTRUST FINL CORP | $63.16万 | 0.15% | 4,546 | 0 | 0.0% | — | 不变 |
| BIL | STATE STREET SPDR | $62.17万 | 0.15% | 6,784 | 526 | 8.4% | $4.82万 | 加仓 |
| NOC | NORTHROP GRUMMAN CORP | $61.47万 | 0.15% | 900 | 191 | 26.9% | $13.04万 | 加仓 |
| DFAE | DIMENSIONAL EMERGING | $58.52万 | 0.14% | 17,282 | 1,916 | 12.5% | $6.49万 | 加仓 |
| LIN | LINDE PLC F | $57.82万 | 0.14% | 1,166 | 0 | 0.0% | — | 不变 |
| SPY | STATE STREET SPDR S&P | $57.66万 | 0.14% | 886 | 9 | 1.0% | $5,857 | 加仓 |
| IYF | ISHARES U.S. FINANCIALS | $57.56万 | 0.14% | 4,891 | 2,467 | 101.8% | $29.03万 | 加仓 |
| CVX | CHEVRON CORP NEW | $56.78万 | 0.14% | 2,744 | -1,688 | -38.1% | -$34.93万 | 减仓 |
| GOOGL | ALPHABET INC | $56.53万 | 0.14% | 1,965 | 27 | 1.4% | $7,768 | 加仓 |
| VFH | VANGUARD FINANCIALS | $56.27万 | 0.14% | 4,657 | 34 | 0.7% | $4,108 | 加仓 |
| GLW | CORNING INC | $53.79万 | 0.13% | 3,955 | 3,465 | 707.1% | $47.13万 | 加仓 |
| FSLY | FASTLY INC | $53.76万 | 0.13% | 10,501 | 10,501 | — | $53.76万 | 新建仓 |
| CAT | CATERPILLAR INC | $52.19万 | 0.13% | 736 | 69 | 10.3% | $4.89万 | 加仓 |
| INTC | INTEL CORP | $49.83万 | 0.12% | 11,291 | 8,407 | 291.5% | $37.10万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $48.03万 | 0.12% | 1,633 | -20 | -1.2% | -$5,883 | 减仓 |
| VBK | VANGUARD SMALL-CAP | $46.60万 | 0.11% | 1,541 | -76 | -4.7% | -$2.30万 | 减仓 |
| AZN | ASTRAZENECA PLC F | $45.12万 | 0.11% | 2,288 | 2,288 | — | $45.12万 | 新建仓 |
| IEZ | ISHARES U.S. OIL | $43.11万 | 0.10% | 14,891 | 13,210 | 785.8% | $38.24万 | 加仓 |