13F 机构持仓

Financial Perspectives, Inc

MINNEAPOLIS MN · SEC CIK 0002003287

2026Q22026Q1 更早 9 个季度 🔒
$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
申报市值走势$4.11亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

VGT 6.5%
VYM 5.7%
AAPL 4.5%
MDT 4.0%
TSM 3.8%
VYMI 3.4%
IVW 3.4%
MSFT 3.2%
AVGO 2.8%
VIG 2.6%

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
BLDR BUILDERS FIRSTSOURCE INC $4.79万0.01%535 00.0% — 不变
— LIBERTY ALL-STAR GROWTH FD I $4.89万0.01%8,945 00.0% — 不变
IBIT ISHARES BITCOIN TRUST ETF $4.90万0.01%1,473 00.0% — 不变
UHAL/B U HAUL HOLDING COMPANY $4.93万0.01%855 00.0% — 不变
— ISHARES TR $4.96万0.01%554 40.7% $358 加仓
MOH MOLINA HEALTHCARE INC $5.03万0.01%220 00.0% — 不变
GS GOLDMAN SACHS GROUP INC $5.10万0.01%50 00.0% — 不变
CRM SALESFORCE INC $5.13万0.01%327 00.0% — 不变
ERIC TELEFONAKTIEBOLAGET LM ERICS $5.13万0.01%4,603 00.0% — 不变
MSI MOTOROLA SOLUTIONS INC $5.19万0.01%125 00.0% — 不变
ELV ELEVANCE HEALTH INC FORMERLY $5.22万0.01%135 00.0% — 不变
DOCU DOCUSIGN INC $5.23万0.01%1,178 00.0% — 不变
FLUT FLUTTER ENTMT PLC $5.28万0.01%517 00.0% — 不变
BGGG BAILLIE GIFFORD ETF TR $5.31万0.01%1,505 1,505— $5.31万 新建仓
IWD ISHARES TR $5.42万0.01%224 10.4% $242 加仓
ACWX ISHARES TR $5.42万0.01%712 26258.2% $2.00万 加仓
BC BRUNSWICK CORP $5.43万0.01%645 00.0% — 不变
MDLZ MONDELEZ INTL INC $5.46万0.01%944 00.0% — 不变
ROK ROCKWELL AUTOMATION INC $5.54万0.01%112 00.0% — 不变
STZ CONSTELLATION BRANDS INC $5.56万0.01%400 00.0% — 不变
TEAM ATLASSIAN CORPORATION $5.59万0.01%718 00.0% — 不变
ARKQ ARK ETF TR $5.64万0.01%426 00.0% — 不变
IHI ISHARES TR $5.66万0.01%1,146 00.0% — 不变
LITE LUMENTUM HLDGS INC $5.66万0.01%66 00.0% — 不变
EOG EOG RES INC $5.71万0.01%440 -15-3.3% -$1,946 减仓
EMR EMERSON ELEC CO $5.73万0.01%400 00.0% — 不变
PFG PRINCIPAL FINANCIAL GROUP IN $5.77万0.01%535 297124.8% $3.20万 加仓
NICE NICE LTD $5.77万0.01%635 00.0% — 不变
CTAS CINTAS CORP $5.78万0.01%340 00.0% — 不变
XPEV XPENG INC $5.82万0.01%4,399 00.0% — 不变
BMY BRISTOL-MYERS SQUIBB CO $5.95万0.01%1,033 00.0% — 不变
F FORD MTR CO $6.03万0.01%4,338 40.1% $56 加仓
WDC WESTERN DIGITAL CORP $6.07万0.01%95 00.0% — 不变
XLK SELECT SECTOR SPDR TR $6.10万0.01%320 00.0% — 不变
TEL TE CONNECTIVITY PLC $6.13万0.01%304 00.0% — 不变
XEL XCEL ENERGY INC $6.16万0.01%767 00.0% — 不变
SDY SPDR SERIES TRUST $6.17万0.02%406 00.0% — 不变
MRVL MARVELL TECHNOLOGY INC $6.23万0.02%209 00.0% — 不变
SPHD INVESCO EXCH TRADED FD TR II $6.23万0.02%1,226 00.0% — 不变
ETN EATON CORP PLC $6.26万0.02%147 2318.5% $9,801 加仓
DOCN DIGITALOCEAN HLDGS INC $6.28万0.02%400 -20-4.8% -$3,141 减仓
IGF ISHARES TR $6.30万0.02%946 00.0% — 不变
SCHX SCHWAB STRATEGIC TR $6.30万0.02%2,141 50.2% $147 加仓
HTHT H WORLD GROUP LTD $6.32万0.02%1,514 00.0% — 不变
— TIDAL TRUST II $6.38万0.02%2,447 00.0% — 不变
— FIRST TR EXCHANGE-TRADED FD $6.59万0.02%2,079 70.3% $222 加仓
BX BLACKSTONE INC $6.59万0.02%560 00.0% — 不变
IBM INTERNATIONAL BUSINESS MACHS $6.61万0.02%235 00.0% — 不变
TMDX TRANSMEDICS GROUP INC $6.64万0.02%1,000 1,000— $6.64万 新建仓
IGSB ISHARES TR $6.71万0.02%1,279 -2,237-63.6% -$11.73万 减仓
ITW ILLINOIS TOOL WKS INC $6.72万0.02%248 00.0% — 不变
SOLS SOLSTICE ADVANCED MATLS INC $6.77万0.02%764 -9-1.2% -$797 减仓
ILMN ILLUMINA INC $6.89万0.02%392 00.0% — 不变
BAM BROOKFIELD ASSET MANAGMT LTD $6.92万0.02%1,544 00.0% — 不变
COMT ISHARES U S ETF TR $7.01万0.02%2,309 00.0% — 不变
SNDK SANDISK CORP $7.05万0.02%31 00.0% — 不变
PSA PUBLIC STORAGE $7.18万0.02%226 10.4% $318 加仓
FFLG FIDELITY COVINGTON TRUST $7.28万0.02%2,099 00.0% — 不变
BG BUNGE GLOBAL SA $7.31万0.02%685 00.0% — 不变
CVS CVS HEALTH CORP $7.32万0.02%708 00.0% — 不变
XLV SELECT SECTOR SPDR TR $7.40万0.02%466 6315.6% $9,998 加仓
COIN COINBASE GLOBAL INC $7.50万0.02%513 00.0% — 不变
EMXC ISHARES INC $7.51万0.02%734 40.5% $409 加仓
C CITIGROUP INC $7.64万0.02%546 00.0% — 不变
IYC ISHARES TR $7.68万0.02%760 00.0% — 不变
DLR DIGITAL RLTY TR INC $7.69万0.02%428 00.0% — 不变
RSG REPUBLIC SVCS INC $7.71万0.02%362 00.0% — 不变
ARKG ARK ETF TR $7.82万0.02%1,858 00.0% — 不变
JD JD.COM INC $7.82万0.02%3,068 00.0% — 不变
AXP AMERICAN EXPRESS CO $7.85万0.02%232 00.0% — 不变
FLEX FLEX LTD $7.94万0.02%490 00.0% — 不变
— WARNER BROS DISCOVERY INC $7.95万0.02%2,982 00.0% — 不变
LOW LOWES COS INC $8.05万0.02%365 00.0% — 不变
CSX CSX CORP $8.12万0.02%1,709 40.2% $190 加仓
VONG VANGUARD SCOTTSDALE FDS $8.40万0.02%657 -30-4.4% -$3,836 减仓
CRWD CROWDSTRIKE HLDGS INC $8.55万0.02%112 00.0% — 不变
LRN STRIDE INC $8.57万0.02%994 00.0% — 不变
PODD INSULET CORP $8.71万0.02%572 00.0% — 不变
CGHM CAPITAL GRP FIXED INCM ETF T $8.74万0.02%3,380 130.4% $336 加仓
IWN ISHARES TR $8.75万0.02%396 10.3% $221 加仓
USRT ISHARES TR $8.82万0.02%1,327 80.6% $532 加仓
WFC WELLS FARGO & CO $8.94万0.02%1,082 00.0% — 不变
TLT ISHARES TR $8.97万0.02%1,037 42569.4% $3.67万 加仓
NXPI NXP SEMICONDUCTORS N V $9.03万0.02%321 00.0% — 不变
CVX CHEVRON CORPORATION $9.09万0.02%549 -411-42.8% -$6.81万 减仓
FBND FIDELITY MERRIMACK STR TR $9.29万0.02%2,042 46929.8% $2.13万 加仓
FREL FIDELITY COVINGTON TRUST $9.32万0.02%3,181 290.9% $850 加仓
— ADVISORSHARES TR $9.36万0.02%2,810 00.0% — 不变
VTWO VANGUARD SCOTTSDALE FDS $9.40万0.02%775 00.0% — 不变
DTM DT MIDSTREAM INC $9.44万0.02%643 20.3% $294 加仓
ENB ENBRIDGE INC $9.56万0.02%1,764 00.0% — 不变
RTX RTX CORPORATION $9.71万0.02%512 00.0% — 不变
FMDE FIDELITY COVINGTON TRUST $9.79万0.02%2,413 2,000484.3% $8.12万 加仓
CGUS CAPITAL GROUP CORE EQUITY ET $9.85万0.02%2,214 20.1% $89 加仓
VB VANGUARD INDEX FDS $9.98万0.02%329 268.6% $7,888 加仓
ARKK ARK ETF TR $10.12万0.02%1,252 00.0% — 不变
MCK MCKESSON CORP $10.20万0.02%135 00.0% — 不变
KMI KINDER MORGAN INC DEL $10.20万0.02%3,192 00.0% — 不变
KKR KKR & CO INC $10.28万0.03%1,120 00.0% — 不变
SLYG SPDR SERIES TRUST $10.34万0.03%868 -93-9.7% -$1.11万 减仓