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 |
|---|---|---|---|---|---|---|---|---|
| CTSH | COGNIZANT TECHNOLOGY SOLUTIO | $1.05万 | 0.00% | 272 | 0 | 0.0% | — | 不变 |
| SLV | ISHARES SILVER TR | $1.07万 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| VRT | VERTIV HOLDINGS CO | $1.07万 | 0.00% | 32 | 32 | — | $1.07万 | 新建仓 |
| FXL | FIRST TR EXCHANGE-TRADED FD | $1.09万 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| TXN | TEXAS INSTRS INC | $1.10万 | 0.00% | 37 | -52 | -58.4% | -$1.55万 | 减仓 |
| DBEF | DBX ETF TR | $1.15万 | 0.00% | 210 | 0 | 0.0% | — | 不变 |
| ACGL | ARCH CAP GROUP LTD | $1.16万 | 0.00% | 119 | 0 | 0.0% | — | 不变 |
| VFC | V F CORP | $1.17万 | 0.00% | 700 | 0 | 0.0% | — | 不变 |
| QTEC | FIRST TR EXCHANGE-TRADED FD | $1.17万 | 0.00% | 35 | 0 | 0.0% | — | 不变 |
| AXON | AXON ENTERPRISE INC | $1.18万 | 0.00% | 21 | 0 | 0.0% | — | 不变 |
| DD | DUPONT DE NEMOURS INC | $1.18万 | 0.00% | 87 | -177 | -67.0% | -$2.40万 | 减仓 |
| KTB | KONTOOR BRANDS INC | $1.18万 | 0.00% | 142 | 0 | 0.0% | — | 不变 |
| SPYG | SPDR SERIES TRUST | $1.20万 | 0.00% | 101 | -57 | -36.1% | -$6,800 | 减仓 |
| FXN | FIRST TR EXCHANGE-TRADED FD | $1.21万 | 0.00% | 600 | 0 | 0.0% | — | 不变 |
| VRP | INVESCO EXCH TRADED FD TR II | $1.23万 | 0.00% | 505 | 0 | 0.0% | — | 不变 |
| — | FIDELITY ETHEREUM FD | $1.27万 | 0.00% | 804 | 0 | 0.0% | — | 不变 |
| BLOK | AMPLIFY ETF TR | $1.27万 | 0.00% | 203 | 0 | 0.0% | — | 不变 |
| — | INVESCO EXCHANGE TRADED FD T | $1.27万 | 0.00% | 441 | 7 | 1.6% | $202 | 加仓 |
| FMX | FOMENTO ECONOMICO MEXICANO S | $1.28万 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| OTIS | OTIS WORLDWIDE CORP | $1.29万 | 0.00% | 180 | 0 | 0.0% | — | 不变 |
| TMUS | T-MOBILE US INC | $1.30万 | 0.00% | 77 | 0 | 0.0% | — | 不变 |
| CIBR | FIRST TR EXCHANGE-TRADED FD | $1.30万 | 0.00% | 145 | 0 | 0.0% | — | 不变 |
| HDEF | DBX ETF TR | $1.31万 | 0.00% | 409 | 409 | — | $1.31万 | 新建仓 |
| SCZ | ISHARES TR | $1.33万 | 0.00% | 162 | 2 | 1.2% | $164 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $1.33万 | 0.00% | 26 | 0 | 0.0% | — | 不变 |
| FDL | FIRST TR EXCHANGE-TRADED FD | $1.34万 | 0.00% | 275 | 0 | 0.0% | — | 不变 |
| — | GLOBAL X FDS | $1.35万 | 0.00% | 544 | 0 | 0.0% | — | 不变 |
| SIVR | ABRDN SILVER ETF TRUST | $1.36万 | 0.00% | 242 | 0 | 0.0% | — | 不变 |
| FIG | FIGMA INC | $1.37万 | 0.00% | 755 | 0 | 0.0% | — | 不变 |
| BF/A | BROWN FORMAN CORP | $1.37万 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| SOFI | SOFI TECHNOLOGIES INC | $1.39万 | 0.00% | 775 | 0 | 0.0% | — | 不变 |
| MMYT | MAKEMYTRIP LIMITED MAURITIUS | $1.39万 | 0.00% | 261 | 0 | 0.0% | — | 不变 |
| WY | WEYERHAEUSER CO | $1.41万 | 0.00% | 590 | 0 | 0.0% | — | 不变 |
| COP | CONOCOPHILLIPS | $1.42万 | 0.00% | 136 | 0 | 0.0% | — | 不变 |
| IUSB | ISHARES TR | $1.43万 | 0.00% | 310 | 3 | 1.0% | $139 | 加仓 |
| QTWO | Q2 HLDGS INC | $1.44万 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| IR | INGERSOLL RAND INC | $1.44万 | 0.00% | 176 | 0 | 0.0% | — | 不变 |
| FYX | FIRST TR EXCHANGE-TRADED ALP | $1.44万 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| LRGE | LEGG MASON ETF INVT | $1.47万 | 0.00% | 171 | 0 | 0.0% | — | 不变 |
| DOC | HEALTHPEAK PROPERTIES INC | $1.47万 | 0.00% | 688 | 0 | 0.0% | — | 不变 |
| WMB | WILLIAMS COS INC | $1.49万 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| PSX | PHILLIPS 66 | $1.49万 | 0.00% | 88 | 0 | 0.0% | — | 不变 |
| IDA | IDACORP INC | $1.50万 | 0.00% | 99 | 0 | 0.0% | — | 不变 |
| ES | EVERSOURCE ENERGY | $1.52万 | 0.00% | 210 | 0 | 0.0% | — | 不变 |
| IGV | ISHARES TR | $1.54万 | 0.00% | 170 | 0 | 0.0% | — | 不变 |
| — | VANECK ETF TRUST | $1.55万 | 0.00% | 605 | 0 | 0.0% | — | 不变 |
| CELC | CELCUITY INC | $1.57万 | 0.00% | 150 | 0 | 0.0% | — | 不变 |
| EWJV | ISHARES TR | $1.57万 | 0.00% | 357 | 3 | 0.8% | $132 | 加仓 |
| TSN | TYSON FOODS INC | $1.58万 | 0.00% | 276 | 3 | 1.1% | $172 | 加仓 |
| CGNG | CAPITAL GROUP NEW GEOGRAPHY | $1.58万 | 0.00% | 422 | 0 | 0.0% | — | 不变 |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | $1.61万 | 0.00% | 353 | 0 | 0.0% | — | 不变 |
| MRNA | MODERNA INC | $1.61万 | 0.00% | 230 | 0 | 0.0% | — | 不变 |
| IQLT | ISHARES TR | $1.63万 | 0.00% | 328 | 0 | 0.0% | — | 不变 |
| AEP | AMERICAN ELEC PWR CO INC | $1.63万 | 0.00% | 119 | -18 | -13.1% | -$2,463 | 减仓 |
| SBUX | STARBUCKS CORP | $1.64万 | 0.00% | 160 | 0 | 0.0% | — | 不变 |
| BDX | BECTON DICKINSON & CO | $1.65万 | 0.00% | 109 | 0 | 0.0% | — | 不变 |
| XHB | SPDR SERIES TRUST | $1.66万 | 0.00% | 144 | 0 | 0.0% | — | 不变 |
| XAR | SPDR SERIES TRUST | $1.67万 | 0.00% | 59 | 33 | 126.9% | $9,366 | 加仓 |
| CNP | CENTERPOINT ENERGY INC | $1.68万 | 0.00% | 382 | -44 | -10.3% | -$1,938 | 减仓 |
| DELL | DELL TECHNOLOGIES INC | $1.68万 | 0.00% | 39 | 0 | 0.0% | — | 不变 |
| VV | VANGUARD INDEX FDS | $1.69万 | 0.00% | 49 | 0 | 0.0% | — | 不变 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $1.70万 | 0.00% | 209 | 0 | 0.0% | — | 不变 |
| SHW | SHERWIN WILLIAMS CO | $1.72万 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| FDX | FEDEX CORP | $1.72万 | 0.00% | 55 | 0 | 0.0% | — | 不变 |
| GLDM | WORLD GOLD TR | $1.72万 | 0.00% | 217 | 0 | 0.0% | — | 不变 |
| DEO | DIAGEO PLC | $1.73万 | 0.00% | 215 | 0 | 0.0% | — | 不变 |
| TCOM | TRIP COM GROUP LTD | $1.73万 | 0.00% | 434 | 0 | 0.0% | — | 不变 |
| MO | ALTRIA GROUP INC | $1.75万 | 0.00% | 243 | 1 | 0.4% | $72 | 加仓 |
| BGRN | ISHARES TR | $1.76万 | 0.00% | 371 | 4 | 1.1% | $190 | 加仓 |
| GMED | GLOBUS MED INC | $1.76万 | 0.00% | 223 | 0 | 0.0% | — | 不变 |
| NXST | NEXSTAR MEDIA GROUP INC | $1.79万 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| BBH | VANECK ETF TRUST | $1.79万 | 0.00% | 88 | 0 | 0.0% | — | 不变 |
| DVY | ISHARES TR | $1.80万 | 0.00% | 115 | 0 | 0.0% | — | 不变 |
| SCCO | SOUTHERN COPPER CORP | $1.81万 | 0.00% | 104 | 1 | 1.0% | $174 | 加仓 |
| DRI | DARDEN RESTAURANTS INC | $1.81万 | 0.00% | 88 | 0 | 0.0% | — | 不变 |
| OSK | OSHKOSH CORP | $1.82万 | 0.00% | 118 | 0 | 0.0% | — | 不变 |
| RPM | RPM INTL INC | $1.83万 | 0.00% | 165 | 0 | 0.0% | — | 不变 |
| AN | AUTONATION INC | $1.86万 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| FNX | FIRST TR EXCHANGE-TRADED ALP | $1.90万 | 0.00% | 130 | 0 | 0.0% | — | 不变 |
| LUMN | LUMEN TECHNOLOGIES INC | $1.92万 | 0.00% | 2,494 | 0 | 0.0% | — | 不变 |
| SAP | SAP SE | $1.93万 | 0.00% | 125 | 0 | 0.0% | — | 不变 |
| GM | GENERAL MTRS CO | $1.97万 | 0.00% | 255 | 0 | 0.0% | — | 不变 |
| ADI | ANALOG DEVICES INC | $1.99万 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| CME | CME GROUP INC | $2.01万 | 0.00% | 91 | 0 | 0.0% | — | 不变 |
| OKTA | OKTA INC | $2.01万 | 0.00% | 147 | 0 | 0.0% | — | 不变 |
| OWL | BLUE OWL CAPITAL INC | $2.02万 | 0.00% | 2,312 | 0 | 0.0% | — | 不变 |
| CPNG | COUPANG INC | $2.04万 | 0.00% | 1,173 | 0 | 0.0% | — | 不变 |
| — | NUSHARES ETF TR | $2.10万 | 0.01% | 644 | 3 | 0.5% | $98 | 加仓 |
| SCHB | SCHWAB STRATEGIC TR | $2.10万 | 0.01% | 727 | 2 | 0.3% | $58 | 加仓 |
| IWV | ISHARES TR | $2.13万 | 0.01% | 50 | 0 | 0.0% | — | 不变 |
| VSNT | VERSANT MEDIA GROUP INC | $2.13万 | 0.01% | 592 | -30 | -4.8% | -$1,081 | 减仓 |
| Q | QNITY ELECTRONICS INC | $2.16万 | 0.01% | 132 | 0 | 0.0% | — | 不变 |
| KWEB | KRANESHARES TRUST | $2.16万 | 0.01% | 883 | 0 | 0.0% | — | 不变 |
| VTRS | VIATRIS INC | $2.17万 | 0.01% | 1,366 | 0 | 0.0% | — | 不变 |
| HRL | HORMEL FOODS CORP | $2.23万 | 0.01% | 900 | 0 | 0.0% | — | 不变 |
| CTVA | CORTEVA INC | $2.24万 | 0.01% | 264 | 0 | 0.0% | — | 不变 |
| FEX | FIRST TR EXCHANGE-TRADED ALP | $2.24万 | 0.01% | 160 | 0 | 0.0% | — | 不变 |
| SUSA | ISHARES TR | $2.24万 | 0.01% | 145 | 0 | 0.0% | — | 不变 |
| TAK | TAKEDA PHARMACEUTICAL CO LTD | $2.30万 | 0.01% | 1,437 | 0 | 0.0% | — | 不变 |
| KMB | KIMBERLY-CLARK CORP | $2.31万 | 0.01% | 210 | 0 | 0.0% | — | 不变 |