Financial Perspectives, Inc
MINNEAPOLIS MN · SEC CIK 0002003287
$3.58亿2026Q1 申报市值
716持仓数
40.3%前十大占比 · 第一大 6.0%
12 / 11新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
SCHD 加仓+$41.69万
AAPL 加仓+$41.62万
DGRO 加仓+$40.56万
KXI 新建仓+$37.75万
VYMI 加仓+$37.66万
2026Q1 卖出最多 按季末市值估算
JPST 减仓-$60.61万
EXXON MOBIL CORP 减仓-$21.92万
ASML 减仓-$17.96万
AZN 清仓-$17.14万
CVX 减仓-$16.75万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| IUSG | ISHARES TR | $32.10万 | 0.09% | 2,069 | 2 | 0.1% | $310 | 加仓 |
| CGBL | CAPITAL GROUP CORE BALANCED | $32.23万 | 0.09% | 9,366 | 1,083 | 13.1% | $3.73万 | 加仓 |
| VBK | VANGUARD INDEX FDS | $32.49万 | 0.09% | 1,075 | 67 | 6.6% | $2.03万 | 加仓 |
| ECL | ECOLAB INC | $32.89万 | 0.09% | 1,236 | 1 | 0.1% | $266 | 加仓 |
| EFA | ISHARES TR | $33.72万 | 0.09% | 3,472 | 0 | 0.0% | — | 不变 |
| — | TEVA PHARMACEUTICAL INDS LTD | $33.89万 | 0.09% | 11,251 | 0 | 0.0% | — | 不变 |
| CGCP | CAPITAL GRP FIXED INCM ETF T | $34.97万 | 0.10% | 15,656 | 26 | 0.2% | $581 | 加仓 |
| BAC | BANK AMERICA CORP | $35.18万 | 0.10% | 7,216 | -21 | -0.3% | -$1,024 | 减仓 |
| GLD | SPDR GOLD TR | $36.06万 | 0.10% | 838 | 0 | 0.0% | — | 不变 |
| MCD | MCDONALDS CORP | $36.58万 | 0.10% | 1,177 | 150 | 14.6% | $4.66万 | 加仓 |
| RBRK | RUBRIK INC. | $36.75万 | 0.10% | 7,505 | 0 | 0.0% | — | 不变 |
| IAU | ISHARES GOLD TR | $37.55万 | 0.10% | 4,259 | 1,268 | 42.4% | $11.18万 | 加仓 |
| KXI | ISHARES TR | $37.75万 | 0.11% | 5,633 | 5,633 | — | $37.75万 | 新建仓 |
| PWV | INVESCO EXCHANGE TRADED FD T | $37.96万 | 0.11% | 5,445 | 14 | 0.3% | $976 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $37.99万 | 0.11% | 2,597 | 22 | 0.9% | $3,218 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $38.52万 | 0.11% | 6,288 | 39 | 0.6% | $2,389 | 加仓 |
| V | VISA INC | $40.51万 | 0.11% | 1,340 | 0 | 0.0% | — | 不变 |
| NVO | NOVO-NORDISK A S | $41.36万 | 0.12% | 11,256 | 0 | 0.0% | — | 不变 |
| NET | CLOUDFLARE INC | $41.85万 | 0.12% | 2,028 | 0 | 0.0% | — | 不变 |
| WM | WASTE MGMT INC DEL | $42.56万 | 0.12% | 1,852 | 0 | 0.0% | — | 不变 |
| — | WISDOMTREE TR | $43.29万 | 0.12% | 6,035 | 2 | 0.0% | $143 | 加仓 |
| CARR | CARRIER GLOBAL CORPORATION | $44.08万 | 0.12% | 7,828 | 0 | 0.0% | — | 不变 |
| DE | DEERE & CO | $44.50万 | 0.12% | 790 | -3 | -0.4% | -$1,690 | 减仓 |
| CGW | INVESCO EXCH TRADED FD TR II | $44.81万 | 0.13% | 7,009 | 25 | 0.4% | $1,598 | 加仓 |
| CMCSA | COMCAST CORP NEW | $45.46万 | 0.13% | 15,835 | 14 | 0.1% | $402 | 加仓 |
| CAT | CATERPILLAR INC | $45.91万 | 0.13% | 648 | 0 | 0.0% | — | 不变 |
| FESM | FIDELITY COVINGTON TRUST | $45.97万 | 0.13% | 12,098 | 2 | 0.0% | $76 | 加仓 |
| TGT | TARGET CORP | $46.63万 | 0.13% | 3,847 | 50 | 1.3% | $6,061 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $46.65万 | 0.13% | 8,632 | 140 | 1.6% | $7,567 | 加仓 |
| IGRO | ISHARES TR | $47.02万 | 0.13% | 5,613 | 18 | 0.3% | $1,508 | 加仓 |
| GE | GE AEROSPACE | $48.24万 | 0.13% | 1,700 | 0 | 0.0% | — | 不变 |
| IJH | ISHARES TR | $48.55万 | 0.14% | 7,190 | 3 | 0.0% | $203 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $49.96万 | 0.14% | 2,456 | 14 | 0.6% | $2,848 | 加仓 |
| BIPC | BROOKFIELD INFRASTRUCTURE CO | $50.06万 | 0.14% | 12,667 | 6 | 0.0% | $237 | 加仓 |
| GIS | GENERAL MILLS INC | $50.27万 | 0.14% | 13,507 | 23 | 0.2% | $856 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC | $50.29万 | 0.14% | 1,091 | 0 | 0.0% | — | 不变 |
| T | AT&T INC | $50.57万 | 0.14% | 17,442 | 166 | 1.0% | $4,812 | 加仓 |
| PFE | PFIZER INC | $52.21万 | 0.15% | 18,594 | 226 | 1.2% | $6,346 | 加仓 |
| IEMG | ISHARES INC | $53.34万 | 0.15% | 7,647 | -43 | -0.6% | -$2,999 | 减仓 |
| NU | NU HLDGS LTD | $54.21万 | 0.15% | 37,725 | 0 | 0.0% | — | 不变 |
| FELC | FIDELITY COVINGTON TRUST | $54.95万 | 0.15% | 15,150 | 468 | 3.2% | $1.70万 | 加仓 |
| DIS | DISNEY WALT CO | $55.70万 | 0.16% | 5,779 | 201 | 3.6% | $1.94万 | 加仓 |
| BN | BROOKFIELD CORP | $56.71万 | 0.16% | 14,014 | 1 | 0.0% | $40 | 加仓 |
| MA | MASTERCARD INCORPORATED | $57.29万 | 0.16% | 1,147 | 0 | 0.0% | — | 不变 |
| WMT | WALMART INC | $57.39万 | 0.16% | 4,618 | 450 | 10.8% | $5.59万 | 加仓 |
| HDB | HDFC BANK LTD | $57.52万 | 0.16% | 23,119 | 0 | 0.0% | — | 不变 |
| CGCB | CAPITAL GRP FIXED INCM ETF T | $57.63万 | 0.16% | 21,944 | 892 | 4.2% | $2.34万 | 加仓 |
| LLY | ELI LILLY & CO | $58.96万 | 0.16% | 641 | -4 | -0.6% | -$3,679 | 减仓 |
| SRE | SEMPRA | $59.87万 | 0.17% | 6,162 | 4 | 0.1% | $389 | 加仓 |
| EFAV | ISHARES TR | $61.63万 | 0.17% | 6,745 | 2,099 | 45.2% | $19.18万 | 加仓 |
| HD | HOME DEPOT INC | $62.28万 | 0.17% | 1,894 | 136 | 7.7% | $4.47万 | 加仓 |
| VALE | VALE S A | $62.77万 | 0.18% | 39,456 | 140 | 0.4% | $2,227 | 加仓 |
| IJR | ISHARES TR | $62.90万 | 0.18% | 5,060 | 148 | 3.0% | $1.84万 | 加仓 |
| ORCL | ORACLE CORP | $66.69万 | 0.19% | 4,533 | 0 | 0.0% | — | 不变 |
| — | HONEYWELL INTL INC | $67.74万 | 0.19% | 2,997 | 147 | 5.2% | $3.32万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $68.72万 | 0.19% | 1,573 | 0 | 0.0% | — | 不变 |
| EFG | ISHARES TR | $71.57万 | 0.20% | 6,426 | 565 | 9.6% | $6.29万 | 加仓 |
| IMCB | ISHARES TR | $71.68万 | 0.20% | 8,591 | 555 | 6.9% | $4.63万 | 加仓 |
| IEFA | ISHARES TR | $76.38万 | 0.21% | 8,436 | 313 | 3.9% | $2.83万 | 加仓 |
| IFRA | ISHARES TR | $78.00万 | 0.22% | 13,635 | 0 | 0.0% | — | 不变 |
| VTI | VANGUARD INDEX FDS | $79.14万 | 0.22% | 2,467 | 80 | 3.4% | $2.57万 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $81.32万 | 0.23% | 9,168 | 4 | 0.0% | $355 | 加仓 |
| VCR | VANGUARD WORLD FD | $83.12万 | 0.23% | 2,315 | 28 | 1.2% | $1.01万 | 加仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $85.14万 | 0.24% | 20,013 | 396 | 2.0% | $1.68万 | 加仓 |
| ABT | ABBOTT LABORATORIES | $87.97万 | 0.25% | 8,568 | 0 | 0.0% | — | 不变 |
| EFV | ISHARES TR | $89.92万 | 0.25% | 12,094 | 1,087 | 9.9% | $8.08万 | 加仓 |
| VHT | VANGUARD WORLD FD | $90.43万 | 0.25% | 3,320 | 1 | 0.0% | $272 | 加仓 |
| IETC | ISHARES U S ETF TR | $91.43万 | 0.26% | 10,346 | -513 | -4.7% | -$4.53万 | 减仓 |
| TDIV | FIRST TR EXCHANGE TRADED FD | $92.12万 | 0.26% | 9,836 | 5 | 0.1% | $468 | 加仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $92.54万 | 0.26% | 6,690 | 774 | 13.1% | $10.71万 | 加仓 |
| SMH | VANECK ETF TRUST | $103.29万 | 0.29% | 2,694 | 0 | 0.0% | — | 不变 |
| USB | US BANCORP | $104.93万 | 0.29% | 20,174 | -31 | -0.2% | -$1,612 | 减仓 |
| IWM | ISHARES TR | $107.35万 | 0.30% | 4,329 | 167 | 4.0% | $4.14万 | 加仓 |
| VDE | VANGUARD WORLD FD | $107.89万 | 0.30% | 6,235 | 12 | 0.2% | $2,076 | 加仓 |
| SE | SEA LTD | $109.92万 | 0.31% | 13,274 | 0 | 0.0% | — | 不变 |
| GILD | GILEAD SCIENCES INC | $112.26万 | 0.31% | 8,055 | 0 | 0.0% | — | 不变 |
| GOOGL | ALPHABET INC | $113.20万 | 0.32% | 3,937 | 19 | 0.5% | $5,463 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $115.90万 | 0.32% | 4,283 | -9 | -0.2% | -$2,436 | 减仓 |
| FNDF | SCHWAB STRATEGIC TR | $118.56万 | 0.33% | 24,230 | 0 | 0.0% | — | 不变 |
| COST | COSTCO WHOLESALE CORPORATION | $124.77万 | 0.35% | 1,252 | 55 | 4.6% | $5.48万 | 加仓 |
| AMGN | AMGEN INC | $129.02万 | 0.36% | 3,667 | 5 | 0.1% | $1,759 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $131.63万 | 0.37% | 20,542 | 3,250 | 18.8% | $20.83万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $141.46万 | 0.39% | 2,952 | -41 | -1.4% | -$1.96万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $148.77万 | 0.42% | 7,582 | 115 | 1.5% | $2.26万 | 加仓 |
| CNQ | CANADIAN NAT RES LTD MED TER | $163.50万 | 0.46% | 33,553 | 37 | 0.1% | $1,803 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $165.84万 | 0.46% | 4,909 | 648 | 15.2% | $21.89万 | 加仓 |
| IWF | ISHARES TR | $166.94万 | 0.47% | 3,915 | 274 | 7.5% | $11.68万 | 加仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $179.58万 | 0.50% | 35,483 | -11,975 | -25.2% | -$60.61万 | 减仓 |
| FENY | FIDELITY COVINGTON TRUST | $193.64万 | 0.54% | 56,920 | 279 | 0.5% | $9,492 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $196.04万 | 0.55% | 8,020 | -68 | -0.8% | -$1.66万 | 减仓 |
| QQQ | INVESCO QQQ TR | $199.21万 | 0.56% | 3,451 | 29 | 0.8% | $1.67万 | 加仓 |
| MMM | 3M CO | $202.25万 | 0.56% | 13,926 | 402 | 3.0% | $5.84万 | 加仓 |
| CGGR | CAPITAL GROUP GROWTH ETF | $218.36万 | 0.61% | 54,333 | 2,376 | 4.6% | $9.55万 | 加仓 |
| SHOP | SHOPIFY INC | $223.69万 | 0.62% | 18,858 | 0 | 0.0% | — | 不变 |
| MELI | MERCADOLIBRE INC | $228.66万 | 0.64% | 1,323 | 0 | 0.0% | — | 不变 |
| ASML | ASML HLDG NV | $232.05万 | 0.65% | 1,757 | -136 | -7.2% | -$17.96万 | 减仓 |
| IYW | ISHARES TR | $234.47万 | 0.65% | 12,924 | 128 | 1.0% | $2.32万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $245.91万 | 0.69% | 80,153 | 13,589 | 20.4% | $41.69万 | 加仓 |
| META | META PLATFORMS INC | $251.94万 | 0.70% | 4,404 | 1 | 0.0% | $572 | 加仓 |
| IDV | ISHARES TR | $261.78万 | 0.73% | 61,509 | 987 | 1.6% | $4.20万 | 加仓 |