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 |
|---|---|---|---|---|---|---|---|---|
| — | ALPS ETF TR | $2.32万 | 0.01% | 521 | 0 | 0.0% | — | 不变 |
| ZS | ZSCALER INC | $2.36万 | 0.01% | 167 | 167 | — | $2.36万 | 新建仓 |
| JMTG | J P MORGAN EXCHANGE TRADED F | $2.40万 | 0.01% | 473 | 5 | 1.1% | $253 | 加仓 |
| FV | FIRST TR EXCHANGE TRADED FD | $2.41万 | 0.01% | 317 | 0 | 0.0% | — | 不变 |
| — | CAPITAL-FORCE ETF TR | $2.41万 | 0.01% | 554 | 554 | — | $2.41万 | 新建仓 |
| AVLV | AMERICAN CENTY ETF TR | $2.44万 | 0.01% | 267 | 267 | — | $2.44万 | 新建仓 |
| ANET | ARISTA NETWORKS INC | $2.45万 | 0.01% | 144 | 0 | 0.0% | — | 不变 |
| BP | BP PLC | $2.51万 | 0.01% | 680 | 0 | 0.0% | — | 不变 |
| MKC | MCCORMICK & CO INC | $2.52万 | 0.01% | 500 | 0 | 0.0% | — | 不变 |
| ORI | OLD REP INTL CORP | $2.52万 | 0.01% | 616 | 5 | 0.8% | $205 | 加仓 |
| — | AMPLIFY ETF TR | $2.53万 | 0.01% | 512 | -53 | -9.4% | -$2,620 | 减仓 |
| SDVY | FIRST TR EXCHANGE TRADED FD | $2.59万 | 0.01% | 600 | 0 | 0.0% | — | 不变 |
| ACN | ACCENTURE PLC IRELAND | $2.61万 | 0.01% | 210 | 0 | 0.0% | — | 不变 |
| — | KRANESHARES TRUST | $2.62万 | 0.01% | 1,663 | 0 | 0.0% | — | 不变 |
| FMAT | FIDELITY COVINGTON TRUST | $2.62万 | 0.01% | 449 | 1 | 0.2% | $58 | 加仓 |
| EXC | EXELON CORP | $2.63万 | 0.01% | 564 | 5 | 0.9% | $233 | 加仓 |
| NKE | NIKE INC | $2.64万 | 0.01% | 644 | 3 | 0.5% | $123 | 加仓 |
| LOGI | LOGITECH INTL S A | $2.64万 | 0.01% | 281 | 0 | 0.0% | — | 不变 |
| GEHC | GE HEALTHCARE TECHNOLOGIES I | $2.68万 | 0.01% | 419 | 0 | 0.0% | — | 不变 |
| FISV | FISERV INC | $2.70万 | 0.01% | 550 | 0 | 0.0% | — | 不变 |
| GSK | GSK PLC | $2.71万 | 0.01% | 517 | 0 | 0.0% | — | 不变 |
| DXCM | DEXCOM INC | $2.75万 | 0.01% | 408 | 0 | 0.0% | — | 不变 |
| PBW | INVESCO EXCHANGE TRADED FD T | $2.76万 | 0.01% | 709 | 125 | 21.4% | $4,873 | 加仓 |
| KR | KROGER CO | $2.78万 | 0.01% | 500 | 0 | 0.0% | — | 不变 |
| SU | SUNCOR ENERGY INC NEW | $2.81万 | 0.01% | 524 | 0 | 0.0% | — | 不变 |
| XLY | SELECT SECTOR SPDR TR | $2.81万 | 0.01% | 240 | 0 | 0.0% | — | 不变 |
| DNOV | FIRST TR EXCHNG TRADED FD VI | $2.82万 | 0.01% | 550 | 0 | 0.0% | — | 不变 |
| PBR | PETROLEO BRASILEIRO S A | $2.85万 | 0.01% | 1,764 | 0 | 0.0% | — | 不变 |
| MLRG | ISHARES TR | $2.86万 | 0.01% | 276 | 1 | 0.4% | $104 | 加仓 |
| TD | TORONTO DOMINION BK ONT | $2.89万 | 0.01% | 238 | 0 | 0.0% | — | 不变 |
| PIPR | PIPER SANDLER COMPANIES | $2.98万 | 0.01% | 412 | 0 | 0.0% | — | 不变 |
| IWY | ISHARES TR | $2.99万 | 0.01% | 103 | 0 | 0.0% | — | 不变 |
| QQQM | INVESCO EXCH TRADED FD TR II | $3.02万 | 0.01% | 100 | 89 | 809.1% | $2.69万 | 加仓 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $3.04万 | 0.01% | 375 | 0 | 0.0% | — | 不变 |
| BHP | BHP BILLITON LIMITED | $3.04万 | 0.01% | 365 | 0 | 0.0% | — | 不变 |
| ADBE | ADOBE INC | $3.10万 | 0.01% | 151 | 0 | 0.0% | — | 不变 |
| — | INVESCO EXCHANGE TRADED FD T | $3.14万 | 0.01% | 350 | 0 | 0.0% | — | 不变 |
| AVA | AVISTA CORP | $3.14万 | 0.01% | 768 | 0 | 0.0% | — | 不变 |
| EME | EMCOR GROUP INC | $3.15万 | 0.01% | 38 | 38 | — | $3.15万 | 新建仓 |
| TFC | TRUIST FINL CORP | $3.18万 | 0.01% | 637 | 0 | 0.0% | — | 不变 |
| VOOG | VANGUARD ADMIRAL FDS INC | $3.21万 | 0.01% | 388 | -20 | -4.9% | -$1,652 | 减仓 |
| TRI | THOMSON REUTERS CORP | $3.21万 | 0.01% | 393 | -7 | -1.8% | -$572 | 减仓 |
| FLQM | FRANKLIN TEMPLETON ETF TR | $3.21万 | 0.01% | 555 | 555 | — | $3.21万 | 新建仓 |
| NFLX | NETFLIX INC. | $3.21万 | 0.01% | 450 | 0 | 0.0% | — | 不变 |
| FITB | FIFTH THIRD BANCORP | $3.22万 | 0.01% | 571 | 0 | 0.0% | — | 不变 |
| UPS | UNITED PARCEL SVCS INC | $3.29万 | 0.01% | 306 | 1 | 0.3% | $107 | 加仓 |
| BSV | VANGUARD BD INDEX FDS | $3.33万 | 0.01% | 427 | 0 | 0.0% | — | 不变 |
| U | UNITY SOFTWARE INC | $3.33万 | 0.01% | 1,166 | 0 | 0.0% | — | 不变 |
| MPWR | MONOLITHIC PWR SYS INC | $3.38万 | 0.01% | 24 | 0 | 0.0% | — | 不变 |
| UL | UNILEVER PLC | $3.39万 | 0.01% | 564 | 1 | 0.2% | $60 | 加仓 |
| WDAY | WORKDAY INC | $3.39万 | 0.01% | 277 | 0 | 0.0% | — | 不变 |
| TJX | TJX COS INC NEW | $3.39万 | 0.01% | 224 | 0 | 0.0% | — | 不变 |
| FAST | FASTENAL CO | $3.41万 | 0.01% | 711 | 4 | 0.6% | $192 | 加仓 |
| SPCX | SPACE EXPLORATION TECHN CORP | $3.42万 | 0.01% | 200 | 200 | — | $3.42万 | 新建仓 |
| PHM | PULTE GROUP INC | $3.43万 | 0.01% | 250 | 0 | 0.0% | — | 不变 |
| AFL | AFLAC INC | $3.44万 | 0.01% | 294 | 1 | 0.3% | $117 | 加仓 |
| PNC | PNC FINL SVCS GROUP INC | $3.50万 | 0.01% | 142 | 0 | 0.0% | — | 不变 |
| COKE | COCA COLA CONS INC | $3.50万 | 0.01% | 183 | 0 | 0.0% | — | 不变 |
| IYH | ISHARES TR | $3.55万 | 0.01% | 529 | 1 | 0.2% | $67 | 加仓 |
| FTCS | FIRST TR EXCHANGE-TRADED FD | $3.58万 | 0.01% | 381 | 0 | 0.0% | — | 不变 |
| SPSM | SPDR SERIES TRUST | $3.60万 | 0.01% | 625 | 2 | 0.3% | $115 | 加仓 |
| PRU | PRUDENTIAL FINL INC | $3.65万 | 0.01% | 338 | 0 | 0.0% | — | 不变 |
| GMAB | GENMAB A/S | $3.66万 | 0.01% | 1,333 | 0 | 0.0% | — | 不变 |
| FBT | FIRST TR EXCHANGE-TRADED FD | $3.67万 | 0.01% | 148 | 0 | 0.0% | — | 不变 |
| CB | CHUBB LIMITED | $3.71万 | 0.01% | 109 | 0 | 0.0% | — | 不变 |
| ITB | ISHARES TR | $3.81万 | 0.01% | 365 | 0 | 0.0% | — | 不变 |
| CYRX | CRYOPORT INC | $3.82万 | 0.01% | 2,432 | 0 | 0.0% | — | 不变 |
| EWJ | ISHARES INC | $3.82万 | 0.01% | 410 | 0 | 0.0% | — | 不变 |
| IYF | ISHARES TR | $3.84万 | 0.01% | 301 | 0 | 0.0% | — | 不变 |
| FNCL | FIDELITY COVINGTON TRUST | $3.87万 | 0.01% | 505 | 0 | 0.0% | — | 不变 |
| IJJ | ISHARES TR | $3.87万 | 0.01% | 262 | 0 | 0.0% | — | 不变 |
| RDDT | REDDIT INC | $3.89万 | 0.01% | 224 | 0 | 0.0% | — | 不变 |
| ARKF | ARK ETF TR | $3.90万 | 0.01% | 989 | 0 | 0.0% | — | 不变 |
| IXUS | ISHARES TR | $3.92万 | 0.01% | 410 | 2 | 0.5% | $191 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $3.94万 | 0.01% | 185 | 0 | 0.0% | — | 不变 |
| GD | GENERAL DYNAMICS CORP | $4.00万 | 0.01% | 113 | 0 | 0.0% | — | 不变 |
| CGGE | CAPITAL GROUP GLOBAL EQUITY | $4.03万 | 0.01% | 1,145 | 0 | 0.0% | — | 不变 |
| APD | AIR PRODUCTS AND CHEMICALS I | $4.12万 | 0.01% | 140 | 0 | 0.0% | — | 不变 |
| HAS | HASBRO INC | $4.13万 | 0.01% | 500 | 0 | 0.0% | — | 不变 |
| FNDA | SCHWAB STRATEGIC TR | $4.14万 | 0.01% | 1,088 | 0 | 0.0% | — | 不变 |
| CCI | CROWN CASTLE INC | $4.15万 | 0.01% | 549 | 5 | 0.9% | $378 | 加仓 |
| SSNC | SS&C TECH HLDGS | $4.16万 | 0.01% | 670 | 0 | 0.0% | — | 不变 |
| CVE | CENOVUS ENERGY INC | $4.16万 | 0.01% | 1,676 | 0 | 0.0% | — | 不变 |
| KLAC | KLA CORP | $4.24万 | 0.01% | 141 | 1 | 0.7% | $301 | 加仓 |
| JMST | J P MORGAN EXCHANGE TRADED F | $4.25万 | 0.01% | 833 | 0 | 0.0% | — | 不变 |
| RIO | RIO TINTO PLC | $4.26万 | 0.01% | 449 | 6 | 1.4% | $569 | 加仓 |
| THG | HANOVER INS GROUP INC | $4.28万 | 0.01% | 200 | -120 | -37.5% | -$2.57万 | 减仓 |
| CP | CANADIAN PACIFIC KANSAS CITY | $4.33万 | 0.01% | 500 | 0 | 0.0% | — | 不变 |
| VSS | VANGUARD INTL EQUITY INDEX F | $4.43万 | 0.01% | 287 | -9 | -3.0% | -$1,388 | 减仓 |
| EEM | ISHARES TR | $4.47万 | 0.01% | 653 | 1 | 0.2% | $68 | 加仓 |
| WELL | WELLTOWER INC | $4.47万 | 0.01% | 197 | -26 | -11.7% | -$5,901 | 减仓 |
| HWM | HOWMET AEROSPACE INC | $4.48万 | 0.01% | 166 | 0 | 0.0% | — | 不变 |
| TM | TOYOTA MOTOR CORP | $4.49万 | 0.01% | 267 | 0 | 0.0% | — | 不变 |
| AGG | ISHARES TR | $4.53万 | 0.01% | 458 | 278 | 154.4% | $2.75万 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $4.58万 | 0.01% | 1,653 | 10 | 0.6% | $277 | 加仓 |
| — | PUTNAM ETF TRUST | $4.63万 | 0.01% | 5,191 | 0 | 0.0% | — | 不变 |
| VEEV | VEEVA SYS INC | $4.70万 | 0.01% | 265 | 0 | 0.0% | — | 不变 |
| MAS | MASCO CORP | $4.72万 | 0.01% | 580 | 0 | 0.0% | — | 不变 |
| PM | PHILIP MORRIS INTL INC | $4.75万 | 0.01% | 263 | 0 | 0.0% | — | 不变 |
| PYPL | PAYPAL HLDGS INC | $4.77万 | 0.01% | 1,106 | 1 | 0.1% | $43 | 加仓 |