Financial Perspectives, Inc
MINNEAPOLIS MN · SEC CIK 0002003287
$3.58亿2026Q1 申报市值
716持仓数
40.3%前十大占比 · 第一大 6.0%
12 / 11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
SCHD 加仓+$41.69万
AAPL 加仓+$41.62万
DGRO 加仓+$40.56万
KXI 新建仓+$37.75万
VYMI 加仓+$37.66万
2026Q1 卖出最多 按季末市值估算
JPST 减仓-$60.61万
EXXON MOBIL CORP 减仓-$21.92万
ASML 减仓-$17.96万
AZN 清仓-$17.14万
CVX 减仓-$16.75万
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 |
|---|---|---|---|---|---|---|---|---|
| PAM | PAMPA ENERGIA SA | $1.01万 | 0.00% | 114 | 0 | 0.0% | — | 不变 |
| BLOK | AMPLIFY ETF TR | $1.01万 | 0.00% | 203 | 0 | 0.0% | — | 不变 |
| NXT | NEXTPOWER INC | $1.01万 | 0.00% | 84 | 0 | 0.0% | — | 不变 |
| FCG | FIRST TR EXCHANGE-TRADED FD | $1.03万 | 0.00% | 324 | 0 | 0.0% | — | 不变 |
| DBEF | DBX ETF TR | $1.04万 | 0.00% | 210 | 0 | 0.0% | — | 不变 |
| CE | CELANESE CORP DEL | $1.08万 | 0.00% | 164 | 0 | 0.0% | — | 不变 |
| FMX | FOMENTO ECONOMICO MEXICANO S | $1.11万 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| DOC | HEALTHPEAK PROPERTIES INC | $1.13万 | 0.00% | 688 | 0 | 0.0% | — | 不变 |
| ACGL | ARCH CAP GROUP LTD | $1.14万 | 0.00% | 119 | 0 | 0.0% | — | 不变 |
| OKTA | OKTA INC | $1.16万 | 0.00% | 147 | 0 | 0.0% | — | 不变 |
| MET | METLIFE INC | $1.16万 | 0.00% | 164 | 0 | 0.0% | — | 不变 |
| MRNA | MODERNA INC | $1.17万 | 0.00% | 230 | 0 | 0.0% | — | 不变 |
| — | INVESCO EXCHANGE TRADED FD T | $1.18万 | 0.00% | 434 | 3 | 0.7% | $81 | 加仓 |
| VFC | V F CORP | $1.19万 | 0.00% | 700 | 0 | 0.0% | — | 不变 |
| FYX | FIRST TR EXCHANGE-TRADED ALP | $1.19万 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| TTE | TOTALENERGIES SE | $1.20万 | 0.00% | 132 | 0 | 0.0% | — | 不变 |
| — | DUPONT DE NEMOURS INC | $1.21万 | 0.00% | 264 | 0 | 0.0% | — | 不变 |
| VRP | INVESCO EXCH TRADED FD TR II | $1.21万 | 0.00% | 505 | 0 | 0.0% | — | 不变 |
| SOFI | SOFI TECHNOLOGIES INC | $1.23万 | 0.00% | 775 | 0 | 0.0% | — | 不变 |
| SCZ | ISHARES TR | $1.25万 | 0.00% | 160 | 0 | 0.0% | — | 不变 |
| LRGE | LEGG MASON ETF INVT | $1.29万 | 0.00% | 171 | 0 | 0.0% | — | 不变 |
| CGNG | CAPITAL GROUP NEW GEOGRAPHY | $1.33万 | 0.00% | 422 | 274 | 185.1% | $8,650 | 加仓 |
| BF/A | BROWN FORMAN CORP | $1.34万 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| FXN | FIRST TR EXCHANGE-TRADED FD | $1.35万 | 0.00% | 600 | 0 | 0.0% | — | 不变 |
| IGV | ISHARES TR | $1.36万 | 0.00% | 170 | 0 | 0.0% | — | 不变 |
| SLV | ISHARES SILVER TR | $1.36万 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| NOC | NORTHROP GRUMMAN CORP | $1.36万 | 0.00% | 20 | -3 | -13.0% | -$2,047 | 减仓 |
| OTIS | OTIS WORLDWIDE CORP | $1.39万 | 0.00% | 180 | 0 | 0.0% | — | 不变 |
| FDL | FIRST TR EXCHANGE-TRADED FD | $1.40万 | 0.00% | 275 | 0 | 0.0% | — | 不变 |
| — | GLOBAL X FDS | $1.40万 | 0.00% | 544 | 0 | 0.0% | — | 不变 |
| IR | INGERSOLL RAND INC | $1.41万 | 0.00% | 176 | 0 | 0.0% | — | 不变 |
| IDA | IDACORP INC | $1.42万 | 0.00% | 99 | 0 | 0.0% | — | 不变 |
| IUSB | ISHARES TR | $1.42万 | 0.00% | 307 | 2 | 0.7% | $92 | 加仓 |
| QTWO | Q2 HLDGS INC | $1.42万 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| XHB | SPDR SERIES TRUST | $1.42万 | 0.00% | 144 | 0 | 0.0% | — | 不变 |
| SBUX | STARBUCKS CORP | $1.43万 | 0.00% | 160 | 0 | 0.0% | — | 不变 |
| WY | WEYERHAEUSER CO | $1.44万 | 0.00% | 590 | 0 | 0.0% | — | 不变 |
| ES | EVERSOURCE ENERGY | $1.45万 | 0.00% | 210 | 0 | 0.0% | — | 不变 |
| WMB | WILLIAMS COS INC | $1.46万 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| VV | VANGUARD INDEX FDS | $1.46万 | 0.00% | 49 | 0 | 0.0% | — | 不变 |
| FMDE | FIDELITY COVINGTON TRUST | $1.49万 | 0.00% | 413 | 0 | 0.0% | — | 不变 |
| EWJV | ISHARES TR | $1.51万 | 0.00% | 354 | 0 | 0.0% | — | 不变 |
| IQLT | ISHARES TR | $1.52万 | 0.00% | 328 | 0 | 0.0% | — | 不变 |
| Q | QNITY ELECTRONICS INC | $1.52万 | 0.00% | 132 | 0 | 0.0% | — | 不变 |
| SPYG | SPDR SERIES TRUST | $1.54万 | 0.00% | 158 | 102 | 182.1% | $9,957 | 加仓 |
| — | VANECK ETF TRUST | $1.56万 | 0.00% | 605 | 0 | 0.0% | — | 不变 |
| LMT | LOCKHEED MARTIN CORP | $1.58万 | 0.00% | 26 | 0 | 0.0% | — | 不变 |
| ADI | ANALOG DEVICES INC | $1.59万 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| MO | ALTRIA GROUP INC | $1.60万 | 0.00% | 242 | 2 | 0.8% | $132 | 加仓 |
| FIG | FIGMA INC | $1.60万 | 0.00% | 755 | 416 | 122.7% | $8,794 | 加仓 |
| DEO | DIAGEO PLC | $1.60万 | 0.00% | 215 | 0 | 0.0% | — | 不变 |
| SHW | SHERWIN WILLIAMS CO | $1.60万 | 0.00% | 50 | -4 | -7.4% | -$1,282 | 减仓 |
| PSX | PHILLIPS 66 | $1.60万 | 0.00% | 88 | 0 | 0.0% | — | 不变 |
| TMUS | T-MOBILE US INC | $1.63万 | 0.00% | 77 | 0 | 0.0% | — | 不变 |
| RPM | RPM INTL INC | $1.64万 | 0.00% | 165 | 0 | 0.0% | — | 不变 |
| ZTS | ZOETIS INC | $1.64万 | 0.00% | 139 | 0 | 0.0% | — | 不变 |
| BBH | VANECK ETF TRUST | $1.65万 | 0.00% | 88 | 0 | 0.0% | — | 不变 |
| FNX | FIRST TR EXCHANGE-TRADED ALP | $1.67万 | 0.00% | 130 | 0 | 0.0% | — | 不变 |
| CTSH | COGNIZANT TECHNOLOGY SOLUTIO | $1.67万 | 0.00% | 272 | 0 | 0.0% | — | 不变 |
| — | FIDELITY ETHEREUM FD | $1.68万 | 0.00% | 804 | 0 | 0.0% | — | 不变 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $1.69万 | 0.00% | 209 | 0 | 0.0% | — | 不变 |
| CELC | CELCUITY INC | $1.71万 | 0.00% | 150 | 0 | 0.0% | — | 不变 |
| BDX | BECTON DICKINSON & CO | $1.72万 | 0.00% | 109 | 100 | 1,111.1% | $1.57万 | 加仓 |
| DRI | DARDEN RESTAURANTS INC | $1.73万 | 0.00% | 88 | 0 | 0.0% | — | 不变 |
| SIVR | ABRDN SILVER ETF TRUST | $1.73万 | 0.00% | 242 | 242 | — | $1.73万 | 新建仓 |
| LUMN | LUMEN TECHNOLOGIES INC | $1.73万 | 0.00% | 2,494 | 0 | 0.0% | — | 不变 |
| OSK | OSHKOSH CORP | $1.73万 | 0.00% | 118 | 1 | 0.9% | $147 | 加仓 |
| TXN | TEXAS INSTRS INC | $1.74万 | 0.00% | 89 | 0 | 0.0% | — | 不变 |
| DVY | ISHARES TR | $1.74万 | 0.00% | 115 | 0 | 0.0% | — | 不变 |
| BGRN | ISHARES TR | $1.74万 | 0.00% | 367 | 3 | 0.8% | $142 | 加仓 |
| TSN | TYSON FOODS INC | $1.75万 | 0.00% | 273 | 2 | 0.7% | $128 | 加仓 |
| ANET | ARISTA NETWORKS INC | $1.77万 | 0.00% | 144 | 0 | 0.0% | — | 不变 |
| SCCO | SOUTHERN COPPER CORP | $1.77万 | 0.00% | 103 | 0 | 0.0% | — | 不变 |
| AGG | ISHARES TR | $1.79万 | 0.00% | 180 | -10 | -5.3% | -$993 | 减仓 |
| AEP | AMERICAN ELEC PWR CO INC | $1.80万 | 0.01% | 137 | 0 | 0.0% | — | 不变 |
| COP | CONOCOPHILLIPS | $1.80万 | 0.01% | 136 | 0 | 0.0% | — | 不变 |
| NXST | NEXSTAR MEDIA GROUP INC | $1.81万 | 0.01% | 100 | 0 | 0.0% | — | 不变 |
| SCHB | SCHWAB STRATEGIC TR | $1.82万 | 0.01% | 725 | 2 | 0.3% | $50 | 加仓 |
| CNP | CENTERPOINT ENERGY INC | $1.84万 | 0.01% | 426 | 0 | 0.0% | — | 不变 |
| PBW | INVESCO EXCHANGE TRADED FD T | $1.84万 | 0.01% | 584 | 1 | 0.2% | $32 | 加仓 |
| VTRS | VIATRIS INC | $1.85万 | 0.01% | 1,366 | 0 | 0.0% | — | 不变 |
| — | INNOVATOR ETFS TRUST | $1.85万 | 0.01% | 554 | 0 | 0.0% | — | 不变 |
| IWV | ISHARES TR | $1.85万 | 0.01% | 50 | 0 | 0.0% | — | 不变 |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | $1.86万 | 0.01% | 353 | 0 | 0.0% | — | 不变 |
| GM | GENERAL MTRS CO | $1.90万 | 0.01% | 255 | 0 | 0.0% | — | 不变 |
| SUSA | ISHARES TR | $1.91万 | 0.01% | 145 | 0 | 0.0% | — | 不变 |
| FV | FIRST TR EXCHANGE TRADED FD | $1.92万 | 0.01% | 317 | 0 | 0.0% | — | 不变 |
| GMED | GLOBUS MED INC | $1.92万 | 0.01% | 223 | 0 | 0.0% | — | 不变 |
| FEX | FIRST TR EXCHANGE-TRADED ALP | $1.95万 | 0.01% | 160 | 0 | 0.0% | — | 不变 |
| AN | AUTONATION INC | $1.95万 | 0.01% | 100 | 0 | 0.0% | — | 不变 |
| FDX | FEDEX CORP | $1.96万 | 0.01% | 55 | 0 | 0.0% | — | 不变 |
| SNDK | SANDISK CORP | $1.97万 | 0.01% | 31 | 0 | 0.0% | — | 不变 |
| — | NUSHARES ETF TR | $1.97万 | 0.01% | 641 | 641 | — | $1.97万 | 新建仓 |
| GLDM | WORLD GOLD TR | $2.01万 | 0.01% | 217 | 0 | 0.0% | — | 不变 |
| CYRX | CRYOPORT INC | $2.01万 | 0.01% | 2,432 | 0 | 0.0% | — | 不变 |
| KMB | KIMBERLY-CLARK CORP | $2.03万 | 0.01% | 210 | 0 | 0.0% | — | 不变 |
| HRL | HORMEL FOODS CORP | $2.04万 | 0.01% | 900 | 0 | 0.0% | — | 不变 |
| KLAC | KLA CORP | $2.07万 | 0.01% | 14 | 0 | 0.0% | — | 不变 |
| MRVL | MARVELL TECHNOLOGY INC | $2.07万 | 0.01% | 209 | 0 | 0.0% | — | 不变 |
| OWL | BLUE OWL CAPITAL INC | $2.11万 | 0.01% | 2,312 | 0 | 0.0% | — | 不变 |