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 |
|---|---|---|---|---|---|---|---|---|
| OTTR | OTTER TAIL CORP | $10.39万 | 0.03% | 1,155 | 0 | 0.0% | — | 不变 |
| CI | THE CIGNA GROUP | $10.48万 | 0.03% | 380 | 0 | 0.0% | — | 不变 |
| ICLN | ISHARES TR | $10.54万 | 0.03% | 5,146 | 239 | 4.9% | $4,898 | 加仓 |
| IJT | ISHARES TR | $10.89万 | 0.03% | 610 | -1 | -0.2% | -$179 | 减仓 |
| BABA | ALIBABA GROUP HLDG LTD | $10.94万 | 0.03% | 1,139 | 0 | 0.0% | — | 不变 |
| TT | TRANE TECHNOLOGIES PLC | $11.05万 | 0.03% | 225 | 0 | 0.0% | — | 不变 |
| MFC | MANULIFE FINL CORP | $11.05万 | 0.03% | 2,728 | 962 | 54.5% | $3.90万 | 加仓 |
| INCY | INCYTE CORP | $11.34万 | 0.03% | 1,000 | 0 | 0.0% | — | 不变 |
| ON | ON SEMICONDUCTOR CORP | $11.72万 | 0.03% | 1,240 | 0 | 0.0% | — | 不变 |
| LIN | LINDE PLC | $11.73万 | 0.03% | 226 | 0 | 0.0% | — | 不变 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $11.87万 | 0.03% | 123 | 0 | 0.0% | — | 不变 |
| REGN | REGENERON PHARMACEUTICALS | $11.91万 | 0.03% | 191 | 0 | 0.0% | — | 不变 |
| UNP | UNION PAC CORP | $11.91万 | 0.03% | 438 | 1 | 0.2% | $272 | 加仓 |
| RPRX | ROYALTY PHARMA PLC | $12.08万 | 0.03% | 2,155 | 0 | 0.0% | — | 不变 |
| XLF | SELECT SECTOR SPDR TR | $12.16万 | 0.03% | 2,268 | 583 | 34.6% | $3.13万 | 加仓 |
| O | REALTY INCOME CORP | $12.46万 | 0.03% | 2,011 | 0 | 0.0% | — | 不变 |
| NEE | NEXTERA ENERGY INC | $12.52万 | 0.03% | 1,426 | -89 | -5.9% | -$7,812 | 减仓 |
| VO | VANGUARD INDEX FDS | $12.60万 | 0.03% | 1,563 | -1 | -0.1% | -$81 | 减仓 |
| PH | PARKER-HANNIFIN CORP | $12.66万 | 0.03% | 129 | 0 | 0.0% | — | 不变 |
| MSTR | STRATEGY INC | $12.80万 | 0.03% | 1,472 | 931 | 172.1% | $8.09万 | 加仓 |
| CRSP | CRISPR THERAPEUTICS AG | $13.21万 | 0.03% | 2,422 | 0 | 0.0% | — | 不变 |
| IBB | ISHARES TR | $13.32万 | 0.03% | 700 | 0 | 0.0% | — | 不变 |
| IWR | ISHARES TR | $13.40万 | 0.03% | 1,214 | 0 | 0.0% | — | 不变 |
| BEPC | BROOKFIELD RENEWABLE CORP | $13.41万 | 0.03% | 3,612 | 0 | 0.0% | — | 不变 |
| ARGX | ARGENX SE | $13.45万 | 0.03% | 145 | 0 | 0.0% | — | 不变 |
| RCL | ROYAL CARIBBEAN GROUP | $13.50万 | 0.03% | 425 | 0 | 0.0% | — | 不变 |
| ORLY | OREILLY AUTOMOTIVE INC | $13.81万 | 0.03% | 1,500 | 0 | 0.0% | — | 不变 |
| XLP | SELECT SECTOR SPDR TR | $14.65万 | 0.04% | 1,764 | 0 | 0.0% | — | 不变 |
| ITA | ISHARES TR | $14.81万 | 0.04% | 611 | 0 | 0.0% | — | 不变 |
| LRCX | LAM RESEARCH CORP | $14.86万 | 0.04% | 343 | 0 | 0.0% | — | 不变 |
| USMV | ISHARES TR | $14.93万 | 0.04% | 1,548 | 19 | 1.2% | $1,832 | 加仓 |
| CGXU | CAPITAL GROUP INTL FOCUS EQT | $14.95万 | 0.04% | 4,318 | -337 | -7.2% | -$1.17万 | 减仓 |
| FIW | FIRST TR EXCHANGE-TRADED FD | $15.12万 | 0.04% | 1,380 | 0 | 0.0% | — | 不变 |
| ARKW | ARK ETF TR | $15.18万 | 0.04% | 1,048 | 0 | 0.0% | — | 不变 |
| STNE | STONECO LTD | $15.26万 | 0.04% | 14,082 | 404 | 3.0% | $4,379 | 加仓 |
| ABNB | AIRBNB INC | $15.31万 | 0.04% | 1,070 | 0 | 0.0% | — | 不变 |
| SGOV | ISHARES TR | $15.32万 | 0.04% | 1,522 | 13 | 0.9% | $1,309 | 加仓 |
| IMCG | ISHARES TR | $15.40万 | 0.04% | 1,567 | 2 | 0.1% | $197 | 加仓 |
| FHLC | FIDELITY COVINGTON TRUST | $15.49万 | 0.04% | 2,005 | 6 | 0.3% | $463 | 加仓 |
| AMP | AMERIPRISE FINL INC | $15.50万 | 0.04% | 338 | 0 | 0.0% | — | 不变 |
| DSI | ISHARES TR | $15.53万 | 0.04% | 1,091 | 2 | 0.2% | $285 | 加仓 |
| ESGU | ISHARES TR | $15.62万 | 0.04% | 955 | 1 | 0.1% | $164 | 加仓 |
| WEC | WEC ENERGY GROUP INC | $15.62万 | 0.04% | 1,338 | 0 | 0.0% | — | 不变 |
| TRV | TRAVELERS COMPANIES INC | $15.85万 | 0.04% | 480 | 0 | 0.0% | — | 不变 |
| PG | PROCTER & GAMBLE CO | $15.92万 | 0.04% | 1,086 | 1 | 0.1% | $147 | 加仓 |
| VOE | VANGUARD INDEX FDS | $16.20万 | 0.04% | 820 | 0 | 0.0% | — | 不变 |
| VPU | VANGUARD WORLD FD | $16.21万 | 0.04% | 828 | 0 | 0.0% | — | 不变 |
| EWBC | EAST WEST BANCORP INC | $16.74万 | 0.04% | 1,297 | 0 | 0.0% | — | 不变 |
| ONC | BEONE MEDICINES LTD | $16.76万 | 0.04% | 588 | 0 | 0.0% | — | 不变 |
| VXUS | VANGUARD STAR FDS | $16.82万 | 0.04% | 1,968 | 7 | 0.4% | $598 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $17.09万 | 0.04% | 4,037 | -63 | -1.5% | -$2,667 | 减仓 |
| ICSH | ISHARES TR | $17.13万 | 0.04% | 3,386 | 31 | 0.9% | $1,568 | 加仓 |
| RSPU | INVESCO EXCHANGE TRADED FD T | $17.13万 | 0.04% | 2,112 | 0 | 0.0% | — | 不变 |
| ITOT | ISHARES TR | $17.43万 | 0.04% | 1,061 | 1 | 0.1% | $164 | 加仓 |
| XYZ | BLOCK INC | $17.48万 | 0.04% | 2,300 | 0 | 0.0% | — | 不变 |
| AZN | ASTRAZENECA PLC | $17.68万 | 0.04% | 932 | 0 | 0.0% | — | 不变 |
| IJK | ISHARES TR | $18.37万 | 0.04% | 1,564 | 1 | 0.1% | $117 | 加仓 |
| IDHQ | INVESCO EXCH TRADED FD TR II | $18.45万 | 0.04% | 4,220 | 0 | 0.0% | — | 不变 |
| FBTC | FIDELITY WISE ORIGIN BITCOIN | $18.57万 | 0.05% | 3,637 | 0 | 0.0% | — | 不变 |
| CEG | CONSTELLATION ENERGY CORP | $18.63万 | 0.05% | 750 | 0 | 0.0% | — | 不变 |
| IVE | ISHARES TR | $18.79万 | 0.05% | 827 | 2 | 0.2% | $454 | 加仓 |
| MRK | MERCK & CO INC | $18.86万 | 0.05% | 1,468 | 0 | 0.0% | — | 不变 |
| VXF | VANGUARD INDEX FDS | $18.91万 | 0.05% | 768 | 7 | 0.9% | $1,724 | 加仓 |
| KO | COCA COLA CO | $19.14万 | 0.05% | 2,355 | 2 | 0.1% | $163 | 加仓 |
| HBAN | HUNTINGTON BANCSHARES INC | $19.26万 | 0.05% | 10,865 | 0 | 0.0% | — | 不变 |
| IUSV | ISHARES TR | $19.55万 | 0.05% | 1,775 | 7 | 0.4% | $771 | 加仓 |
| VTEB | VANGUARD MUN BD FDS | $19.83万 | 0.05% | 3,921 | 0 | 0.0% | — | 不变 |
| ADM | ARCHER DANIELS MIDLAND CO | $19.93万 | 0.05% | 2,608 | 0 | 0.0% | — | 不变 |
| VUSB | VANGUARD BD INDEX FDS | $20.12万 | 0.05% | 4,042 | 0 | 0.0% | — | 不变 |
| SOLV | SOLVENTUM CORP | $20.28万 | 0.05% | 2,629 | 0 | 0.0% | — | 不变 |
| CGMU | CAPITAL GRP FIXED INCM ETF T | $20.44万 | 0.05% | 7,442 | 0 | 0.0% | — | 不变 |
| BA | BOEING CO | $20.87万 | 0.05% | 964 | 0 | 0.0% | — | 不变 |
| DTE | DTE ENERGY CO | $21.04万 | 0.05% | 1,381 | 6 | 0.4% | $914 | 加仓 |
| SPGI | S&P GLOBAL INC | $21.16万 | 0.05% | 519 | 0 | 0.0% | — | 不变 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $21.33万 | 0.05% | 3,777 | 11 | 0.3% | $621 | 加仓 |
| PAGS | PAGSEGURO DIGITAL LTD | $21.34万 | 0.05% | 23,575 | 54 | 0.2% | $489 | 加仓 |
| WM | WASTE MGMT INC DEL | $22.00万 | 0.05% | 987 | -865 | -46.7% | -$19.28万 | 减仓 |
| PEP | PEPSICO INC | $22.16万 | 0.05% | 1,637 | 0 | 0.0% | — | 不变 |
| VEU | VANGUARD INTL EQUITY INDEX F | $22.25万 | 0.05% | 2,657 | 505 | 23.5% | $4.23万 | 加仓 |
| BIP | BROOKFIELD INFRASTRUCTURE PA | $22.46万 | 0.05% | 6,154 | 0 | 0.0% | — | 不变 |
| CGIE | CAPITAL GROUP INTERNATIONAL | $22.89万 | 0.06% | 6,224 | 0 | 0.0% | — | 不变 |
| TMO | THERMO FISHER SCIENTIFIC INC | $23.05万 | 0.06% | 460 | 0 | 0.0% | — | 不变 |
| NTES | NETEASE COM INC | $23.33万 | 0.06% | 1,821 | 0 | 0.0% | — | 不变 |
| VOT | VANGUARD INDEX FDS | $23.59万 | 0.06% | 770 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL CORP | $23.70万 | 0.06% | 1,733 | -117 | -6.3% | -$1.60万 | 减仓 |
| UBS | UBS GROUP AG | $24.25万 | 0.06% | 4,894 | 0 | 0.0% | — | 不变 |
| IWO | ISHARES TR | $24.26万 | 0.06% | 616 | 1 | 0.2% | $394 | 加仓 |
| DAL | DELTA AIR LINES INC | $24.27万 | 0.06% | 2,591 | 0 | 0.0% | — | 不变 |
| PANW | PALO ALTO NETWORKS INC | $24.96万 | 0.06% | 732 | 0 | 0.0% | — | 不变 |
| IRM | IRON MTN INC DEL | $25.26万 | 0.06% | 2,000 | 0 | 0.0% | — | 不变 |
| ZM | ZOOM COMMUNICATIONS INC | $26.05万 | 0.06% | 3,018 | 2,542 | 534.0% | $21.94万 | 加仓 |
| BOTZ | GLOBAL X FDS | $26.42万 | 0.06% | 6,963 | 280 | 4.2% | $1.06万 | 加仓 |
| NOW | SERVICENOW INC | $27.05万 | 0.07% | 2,725 | 0 | 0.0% | — | 不变 |
| NVS | NOVARTIS AG | $27.80万 | 0.07% | 1,774 | 0 | 0.0% | — | 不变 |
| CGMS | CAPITAL GRP FIXED INCM ETF T | $27.85万 | 0.07% | 10,190 | 1,301 | 14.6% | $3.56万 | 加仓 |
| IJS | ISHARES TR | $27.94万 | 0.07% | 2,044 | 1 | 0.0% | $137 | 加仓 |
| BLK | BLACKROCK INC | $30.02万 | 0.07% | 312 | 0 | 0.0% | — | 不变 |
| RBRK | RUBRIK INC. | $30.12万 | 0.07% | 3,752 | -3,753 | -50.0% | -$30.13万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $30.30万 | 0.07% | 2,597 | 0 | 0.0% | — | 不变 |
| BND | VANGUARD BD INDEX FDS | $30.38万 | 0.07% | 4,139 | 4,139 | — | $30.38万 | 新建仓 |