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 |
|---|---|---|---|---|---|---|---|---|
| BLDR | BUILDERS FIRSTSOURCE INC | $4.79万 | 0.01% | 535 | 0 | 0.0% | — | 不变 |
| — | LIBERTY ALL-STAR GROWTH FD I | $4.89万 | 0.01% | 8,945 | 0 | 0.0% | — | 不变 |
| IBIT | ISHARES BITCOIN TRUST ETF | $4.90万 | 0.01% | 1,473 | 0 | 0.0% | — | 不变 |
| UHAL/B | U HAUL HOLDING COMPANY | $4.93万 | 0.01% | 855 | 0 | 0.0% | — | 不变 |
| — | ISHARES TR | $4.96万 | 0.01% | 554 | 4 | 0.7% | $358 | 加仓 |
| MOH | MOLINA HEALTHCARE INC | $5.03万 | 0.01% | 220 | 0 | 0.0% | — | 不变 |
| GS | GOLDMAN SACHS GROUP INC | $5.10万 | 0.01% | 50 | 0 | 0.0% | — | 不变 |
| CRM | SALESFORCE INC | $5.13万 | 0.01% | 327 | 0 | 0.0% | — | 不变 |
| ERIC | TELEFONAKTIEBOLAGET LM ERICS | $5.13万 | 0.01% | 4,603 | 0 | 0.0% | — | 不变 |
| MSI | MOTOROLA SOLUTIONS INC | $5.19万 | 0.01% | 125 | 0 | 0.0% | — | 不变 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $5.22万 | 0.01% | 135 | 0 | 0.0% | — | 不变 |
| DOCU | DOCUSIGN INC | $5.23万 | 0.01% | 1,178 | 0 | 0.0% | — | 不变 |
| FLUT | FLUTTER ENTMT PLC | $5.28万 | 0.01% | 517 | 0 | 0.0% | — | 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 | 1 | 0.4% | $242 | 加仓 |
| ACWX | ISHARES TR | $5.42万 | 0.01% | 712 | 262 | 58.2% | $2.00万 | 加仓 |
| BC | BRUNSWICK CORP | $5.43万 | 0.01% | 645 | 0 | 0.0% | — | 不变 |
| MDLZ | MONDELEZ INTL INC | $5.46万 | 0.01% | 944 | 0 | 0.0% | — | 不变 |
| ROK | ROCKWELL AUTOMATION INC | $5.54万 | 0.01% | 112 | 0 | 0.0% | — | 不变 |
| STZ | CONSTELLATION BRANDS INC | $5.56万 | 0.01% | 400 | 0 | 0.0% | — | 不变 |
| TEAM | ATLASSIAN CORPORATION | $5.59万 | 0.01% | 718 | 0 | 0.0% | — | 不变 |
| ARKQ | ARK ETF TR | $5.64万 | 0.01% | 426 | 0 | 0.0% | — | 不变 |
| IHI | ISHARES TR | $5.66万 | 0.01% | 1,146 | 0 | 0.0% | — | 不变 |
| LITE | LUMENTUM HLDGS INC | $5.66万 | 0.01% | 66 | 0 | 0.0% | — | 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 | 0 | 0.0% | — | 不变 |
| PFG | PRINCIPAL FINANCIAL GROUP IN | $5.77万 | 0.01% | 535 | 297 | 124.8% | $3.20万 | 加仓 |
| NICE | NICE LTD | $5.77万 | 0.01% | 635 | 0 | 0.0% | — | 不变 |
| CTAS | CINTAS CORP | $5.78万 | 0.01% | 340 | 0 | 0.0% | — | 不变 |
| XPEV | XPENG INC | $5.82万 | 0.01% | 4,399 | 0 | 0.0% | — | 不变 |
| BMY | BRISTOL-MYERS SQUIBB CO | $5.95万 | 0.01% | 1,033 | 0 | 0.0% | — | 不变 |
| F | FORD MTR CO | $6.03万 | 0.01% | 4,338 | 4 | 0.1% | $56 | 加仓 |
| WDC | WESTERN DIGITAL CORP | $6.07万 | 0.01% | 95 | 0 | 0.0% | — | 不变 |
| XLK | SELECT SECTOR SPDR TR | $6.10万 | 0.01% | 320 | 0 | 0.0% | — | 不变 |
| TEL | TE CONNECTIVITY PLC | $6.13万 | 0.01% | 304 | 0 | 0.0% | — | 不变 |
| XEL | XCEL ENERGY INC | $6.16万 | 0.01% | 767 | 0 | 0.0% | — | 不变 |
| SDY | SPDR SERIES TRUST | $6.17万 | 0.02% | 406 | 0 | 0.0% | — | 不变 |
| MRVL | MARVELL TECHNOLOGY INC | $6.23万 | 0.02% | 209 | 0 | 0.0% | — | 不变 |
| SPHD | INVESCO EXCH TRADED FD TR II | $6.23万 | 0.02% | 1,226 | 0 | 0.0% | — | 不变 |
| ETN | EATON CORP PLC | $6.26万 | 0.02% | 147 | 23 | 18.5% | $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 | 0 | 0.0% | — | 不变 |
| SCHX | SCHWAB STRATEGIC TR | $6.30万 | 0.02% | 2,141 | 5 | 0.2% | $147 | 加仓 |
| HTHT | H WORLD GROUP LTD | $6.32万 | 0.02% | 1,514 | 0 | 0.0% | — | 不变 |
| — | TIDAL TRUST II | $6.38万 | 0.02% | 2,447 | 0 | 0.0% | — | 不变 |
| — | FIRST TR EXCHANGE-TRADED FD | $6.59万 | 0.02% | 2,079 | 7 | 0.3% | $222 | 加仓 |
| BX | BLACKSTONE INC | $6.59万 | 0.02% | 560 | 0 | 0.0% | — | 不变 |
| IBM | INTERNATIONAL BUSINESS MACHS | $6.61万 | 0.02% | 235 | 0 | 0.0% | — | 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 | 0 | 0.0% | — | 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 | 0 | 0.0% | — | 不变 |
| BAM | BROOKFIELD ASSET MANAGMT LTD | $6.92万 | 0.02% | 1,544 | 0 | 0.0% | — | 不变 |
| COMT | ISHARES U S ETF TR | $7.01万 | 0.02% | 2,309 | 0 | 0.0% | — | 不变 |
| SNDK | SANDISK CORP | $7.05万 | 0.02% | 31 | 0 | 0.0% | — | 不变 |
| PSA | PUBLIC STORAGE | $7.18万 | 0.02% | 226 | 1 | 0.4% | $318 | 加仓 |
| FFLG | FIDELITY COVINGTON TRUST | $7.28万 | 0.02% | 2,099 | 0 | 0.0% | — | 不变 |
| BG | BUNGE GLOBAL SA | $7.31万 | 0.02% | 685 | 0 | 0.0% | — | 不变 |
| CVS | CVS HEALTH CORP | $7.32万 | 0.02% | 708 | 0 | 0.0% | — | 不变 |
| XLV | SELECT SECTOR SPDR TR | $7.40万 | 0.02% | 466 | 63 | 15.6% | $9,998 | 加仓 |
| COIN | COINBASE GLOBAL INC | $7.50万 | 0.02% | 513 | 0 | 0.0% | — | 不变 |
| EMXC | ISHARES INC | $7.51万 | 0.02% | 734 | 4 | 0.5% | $409 | 加仓 |
| C | CITIGROUP INC | $7.64万 | 0.02% | 546 | 0 | 0.0% | — | 不变 |
| IYC | ISHARES TR | $7.68万 | 0.02% | 760 | 0 | 0.0% | — | 不变 |
| DLR | DIGITAL RLTY TR INC | $7.69万 | 0.02% | 428 | 0 | 0.0% | — | 不变 |
| RSG | REPUBLIC SVCS INC | $7.71万 | 0.02% | 362 | 0 | 0.0% | — | 不变 |
| ARKG | ARK ETF TR | $7.82万 | 0.02% | 1,858 | 0 | 0.0% | — | 不变 |
| JD | JD.COM INC | $7.82万 | 0.02% | 3,068 | 0 | 0.0% | — | 不变 |
| AXP | AMERICAN EXPRESS CO | $7.85万 | 0.02% | 232 | 0 | 0.0% | — | 不变 |
| FLEX | FLEX LTD | $7.94万 | 0.02% | 490 | 0 | 0.0% | — | 不变 |
| — | WARNER BROS DISCOVERY INC | $7.95万 | 0.02% | 2,982 | 0 | 0.0% | — | 不变 |
| LOW | LOWES COS INC | $8.05万 | 0.02% | 365 | 0 | 0.0% | — | 不变 |
| CSX | CSX CORP | $8.12万 | 0.02% | 1,709 | 4 | 0.2% | $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 | 0 | 0.0% | — | 不变 |
| LRN | STRIDE INC | $8.57万 | 0.02% | 994 | 0 | 0.0% | — | 不变 |
| PODD | INSULET CORP | $8.71万 | 0.02% | 572 | 0 | 0.0% | — | 不变 |
| CGHM | CAPITAL GRP FIXED INCM ETF T | $8.74万 | 0.02% | 3,380 | 13 | 0.4% | $336 | 加仓 |
| IWN | ISHARES TR | $8.75万 | 0.02% | 396 | 1 | 0.3% | $221 | 加仓 |
| USRT | ISHARES TR | $8.82万 | 0.02% | 1,327 | 8 | 0.6% | $532 | 加仓 |
| WFC | WELLS FARGO & CO | $8.94万 | 0.02% | 1,082 | 0 | 0.0% | — | 不变 |
| TLT | ISHARES TR | $8.97万 | 0.02% | 1,037 | 425 | 69.4% | $3.67万 | 加仓 |
| NXPI | NXP SEMICONDUCTORS N V | $9.03万 | 0.02% | 321 | 0 | 0.0% | — | 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 | 469 | 29.8% | $2.13万 | 加仓 |
| FREL | FIDELITY COVINGTON TRUST | $9.32万 | 0.02% | 3,181 | 29 | 0.9% | $850 | 加仓 |
| — | ADVISORSHARES TR | $9.36万 | 0.02% | 2,810 | 0 | 0.0% | — | 不变 |
| VTWO | VANGUARD SCOTTSDALE FDS | $9.40万 | 0.02% | 775 | 0 | 0.0% | — | 不变 |
| DTM | DT MIDSTREAM INC | $9.44万 | 0.02% | 643 | 2 | 0.3% | $294 | 加仓 |
| ENB | ENBRIDGE INC | $9.56万 | 0.02% | 1,764 | 0 | 0.0% | — | 不变 |
| RTX | RTX CORPORATION | $9.71万 | 0.02% | 512 | 0 | 0.0% | — | 不变 |
| FMDE | FIDELITY COVINGTON TRUST | $9.79万 | 0.02% | 2,413 | 2,000 | 484.3% | $8.12万 | 加仓 |
| CGUS | CAPITAL GROUP CORE EQUITY ET | $9.85万 | 0.02% | 2,214 | 2 | 0.1% | $89 | 加仓 |
| VB | VANGUARD INDEX FDS | $9.98万 | 0.02% | 329 | 26 | 8.6% | $7,888 | 加仓 |
| ARKK | ARK ETF TR | $10.12万 | 0.02% | 1,252 | 0 | 0.0% | — | 不变 |
| MCK | MCKESSON CORP | $10.20万 | 0.02% | 135 | 0 | 0.0% | — | 不变 |
| KMI | KINDER MORGAN INC DEL | $10.20万 | 0.02% | 3,192 | 0 | 0.0% | — | 不变 |
| KKR | KKR & CO INC | $10.28万 | 0.03% | 1,120 | 0 | 0.0% | — | 不变 |
| SLYG | SPDR SERIES TRUST | $10.34万 | 0.03% | 868 | -93 | -9.7% | -$1.11万 | 减仓 |