Financial Perspectives, Inc
MINNEAPOLIS MN · SEC CIK 0002003287
$4.11亿2026Q2 申报市值
728持仓数
39.9%前十大占比 · 第一大 6.5%
23 / 11新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
MELI 加仓+$81.96万
META 加仓+$73.17万
VOO 加仓+$66.01万
MSFT 加仓+$64.35万
UI 加仓+$64.24万
2026Q2 卖出最多 按季末市值估算
MU 减仓-$146.26万
AVGO 减仓-$72.11万
MDT 减仓-$52.27万
TSM 减仓-$35.72万
HON 减仓-$34.08万
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 |
|---|---|---|---|---|---|---|---|---|
| — | INNOVATOR ETFS TRUST | $0 | 0.00% | 0 | -554 | -100.0% | -$1.85万 | 清仓 |
| MS | MORGAN STANLEY | $0 | 0.00% | 0 | -51 | -100.0% | -$8,450 | 清仓 |
| CCL | CARNIVAL CORP | $0 | 0.00% | 0 | -240 | -100.0% | -$6,211 | 清仓 |
| — | AIR LEASE CORP | $0 | 0.00% | 0 | -60 | -100.0% | -$3,896 | 清仓 |
| TQQQ | PROSHARES TR | $0 | 0.00% | 0 | -69 | -100.0% | -$2,855 | 清仓 |
| TWLO | TWILIO INC | $0 | 0.00% | 0 | -8 | -100.0% | -$1,007 | 清仓 |
| URA | GLOBAL X FDS | $0 | 0.00% | 0 | -6 | -100.0% | -$291 | 清仓 |
| — | SUN CTRY AIRLS HLDGS INC | $0 | 0.00% | 0 | -10 | -100.0% | -$165 | 清仓 |
| KD | KYNDRYL HLDGS INC | $0 | 0.00% | 0 | -8 | -100.0% | -$105 | 清仓 |
| TOPT | ISHARES TR | $0 | 0.00% | 0 | -3 | -100.0% | -$88 | 清仓 |
| SPCE | VIRGIN GALACTIC HOLDINGS INC | $0 | 0.00% | 0 | -4 | -100.0% | -$10 | 清仓 |
| — | PRECISION OPTICS CORP INC MA | $10 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| — | BIOVIE INC | $12 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| EDIT | EDITAS MEDICINE INC | $19 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| LI | LI AUTO INC | $23 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| — | ORGANIGRAM GLOBAL INC | $23 | 0.00% | 23 | 0 | 0.0% | — | 不变 |
| GILT | GILAT SATELLITE NETWORKS LTD | $40 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| — | NET LEASE OFFICE PROPERTIES | $56 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| LCID | LUCID GROUP INC | $60 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| DXC | DXC TECHNOLOGY CO | $71 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| — | CHEGG INC | $71 | 0.00% | 70 | 0 | 0.0% | — | 不变 |
| IRS | IRSA INVERSIONES Y REP S A | $93 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| — | CELULARITY INC | $102 | 0.00% | 171 | 0 | 0.0% | — | 不变 |
| UIS | UNISYS CORP | $110 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| NIO | NIO INC | $111 | 0.00% | 22 | 0 | 0.0% | — | 不变 |
| ALGT | ALLEGIANT TRAVEL CO | $118 | 0.00% | 1 | 1 | — | $118 | 新建仓 |
| CRON | CRONOS GROUP INC | $125 | 0.00% | 45 | 0 | 0.0% | — | 不变 |
| RNG | RINGCENTRAL INC | $196 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| GIL | GILDAN ACTIVEWEAR INC | $206 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| ASIX | ADVANSIX INC | $219 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| SJM | SMUCKER J M CO | $225 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| PENN | PENN ENTERTAINMENT INC | $235 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| JMIA | JUMIA TECHNOLOGIES AG | $240 | 0.00% | 34 | 0 | 0.0% | — | 不变 |
| BRBR | BELLRING BRANDS INC | $259 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| SOUN | SOUNDHOUND AI INC | $272 | 0.00% | 42 | 0 | 0.0% | — | 不变 |
| NWSA | NEWS CORP NEW | $323 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| DKNG | DRAFTKINGS INC NEW | $328 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| KHC | KRAFT HEINZ CO | $354 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| GOF | GUGGENHEIM STRATEGIC OPPORTU | $382 | 0.00% | 35 | 0 | 0.0% | — | 不变 |
| GTN | GRAY MEDIA INC | $397 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| VLUE | ISHARES TR | $400 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| PLUG | PLUG PWR INC | $407 | 0.00% | 150 | 0 | 0.0% | — | 不变 |
| EPR | EPR PPTYS | $464 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| PATH | UIPATH INC | $522 | 0.00% | 48 | 0 | 0.0% | — | 不变 |
| — | ORION PROPERTIES INC | $581 | 0.00% | 201 | 0 | 0.0% | — | 不变 |
| NOK | NOKIA CORP | $637 | 0.00% | 48 | 0 | 0.0% | — | 不变 |
| PII | POLARIS INC | $668 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| TDOC | TELADOC HEALTH INC | $712 | 0.00% | 84 | 0 | 0.0% | — | 不变 |
| ETH | GRAYSCALE ETHEREUM STAKING | $782 | 0.00% | 52 | 0 | 0.0% | — | 不变 |
| UA | UNDER ARMOUR INC | $809 | 0.00% | 130 | 0 | 0.0% | — | 不变 |
| ARCO | ARCOS DORADOS HLDGS INC | $822 | 0.00% | 102 | 0 | 0.0% | — | 不变 |
| SLVM | SYLVAMO CORP | $832 | 0.00% | 22 | 0 | 0.0% | — | 不变 |
| IRTC | IRHYTHM HOLDINGS INC | $833 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| FOXA | FOX CORP | $887 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| — | INVESCO QUALITY MUN INCOME T | $916 | 0.00% | 91 | -271 | -74.9% | -$2,728 | 减仓 |
| FCPT | FOUR CORNERS PPTY TR INC | $957 | 0.00% | 39 | 0 | 0.0% | — | 不变 |
| — | INVESCO VALUE MUN INCOME TR | $1,015 | 0.00% | 80 | -239 | -74.9% | -$3,032 | 减仓 |
| WOLF | WOLFSPEED INC | $1,062 | 0.00% | 22 | -1 | -4.3% | -$48 | 减仓 |
| VST | VISTRA CORP | $1,110 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| AIG | AMERICAN INTL GROUP INC | $1,118 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| OGN | ORGANON & CO | $1,124 | 0.00% | 83 | 0 | 0.0% | — | 不变 |
| FENI | FIDELITY COVINGTON TRUST | $1,171 | 0.00% | 29 | 0 | 0.0% | — | 不变 |
| XIFR | XPLR INFRASTRUCTURE LP | $1,181 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| TKO | TKO GROUP HOLDINGS INC | $1,222 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| CRESY | CRESUD S A C I F Y A | $1,233 | 0.00% | 110 | 0 | 0.0% | — | 不变 |
| BNT | BROOKFIELD WEALTH SOL LTD | $1,280 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| MRP | MILLROSE PPTYS INC | $1,352 | 0.00% | 45 | 0 | 0.0% | — | 不变 |
| MAT | MATTEL INC | $1,388 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| POST | POST HLDGS INC | $1,412 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| SPSC | SPS COMM INC | $1,429 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| ICUI | ICU MED INC | $1,466 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| ST | SENSATA TECHNOLOGIES HLDG PL | $1,481 | 0.00% | 31 | 0 | 0.0% | — | 不变 |
| QUAL | ISHARES TR | $1,536 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| DLN | WISDOMTREE TR | $1,541 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| STE | STERIS PLC | $1,569 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| — | GLOBAL X FDS | $1,571 | 0.00% | 28 | 0 | 0.0% | — | 不变 |
| — | CANTERBURY PK HLDG CORP | $1,576 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| LULU | LULULEMON ATHLETICA INC | $1,599 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| CMG | CHIPOTLE MEXICAN GRILL INC | $1,700 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| IONQ | IONQ INC | $1,704 | 0.00% | 32 | 0 | 0.0% | — | 不变 |
| BBUC | BROOKFIELD BUSINESS CORP | $1,791 | 0.00% | 60 | 0 | 0.0% | — | 不变 |
| SYM | SYMBOTIC INC | $1,798 | 0.00% | 40 | 0 | 0.0% | — | 不变 |
| PPG | PPG INDS INC | $1,911 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| EL | LAUDER ESTEE COS INC | $1,969 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| BTC | GRAYSCALE BITCOIN MINI TR ET | $1,972 | 0.00% | 76 | 0 | 0.0% | — | 不变 |
| TTD | THE TRADE DESK INC | $1,989 | 0.00% | 110 | 0 | 0.0% | — | 不变 |
| MTUM | ISHARES TR | $2,057 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| ALK | ALASKA AIR GROUP INC | $2,088 | 0.00% | 40 | 0 | 0.0% | — | 不变 |
| FUN | SIX FLAGS ENTERTAINMENT CORP | $2,130 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| — | BRAZIL POTASH CORP | $2,150 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| FROG | JFROG LTD | $2,181 | 0.00% | 24 | 0 | 0.0% | — | 不变 |
| MICC | MAGNUM ICE CREAM CO NV | $2,194 | 0.00% | 126 | 0 | 0.0% | — | 不变 |
| CGDG | CAPITAL GROUP DIVIDEND GROWE | $2,213 | 0.00% | 59 | 59 | — | $2,213 | 新建仓 |
| SRPT | SAREPTA THERAPEUTICS INC | $2,300 | 0.00% | 128 | 0 | 0.0% | — | 不变 |
| BILI | BILIBILI INC | $2,367 | 0.00% | 139 | 0 | 0.0% | — | 不变 |
| — | SUPERNUS PHARMACEUTICALS | $2,419 | 0.00% | 52 | 0 | 0.0% | — | 不变 |
| — | WEREWOLF THERAPEUTICS INC | $2,429 | 0.00% | 6,750 | 0 | 0.0% | — | 不变 |
| ONEQ | FIDELITY COMWLTH TR | $2,477 | 0.00% | 24 | 0 | 0.0% | — | 不变 |
| CRWV | COREWEAVE INC | $2,489 | 0.00% | 25 | 25 | — | $2,489 | 新建仓 |
| MSB | MESABI TR | $2,530 | 0.00% | 100 | 0 | 0.0% | — | 不变 |