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 |
|---|---|---|---|---|---|---|---|---|
| GLD | SPDR GOLD TR | $30.87万 | 0.08% | 838 | 0 | 0.0% | — | 不变 |
| MCD | MCDONALDS CORP | $31.82万 | 0.08% | 1,177 | 0 | 0.0% | — | 不变 |
| IAU | ISHARES GOLD TR | $31.84万 | 0.08% | 4,217 | -42 | -1.0% | -$3,171 | 减仓 |
| ASB | ASSOCIATED BANC-CORP | $32.01万 | 0.08% | 10,403 | -524 | -4.8% | -$1.61万 | 减仓 |
| FDVV | FIDELITY COVINGTON TRUST | $32.37万 | 0.08% | 5,369 | 15 | 0.3% | $904 | 加仓 |
| GEV | GE VERNOVA INC | $32.46万 | 0.08% | 276 | -6 | -2.1% | -$7,056 | 减仓 |
| SNOW | SNOWFLAKE INC | $32.60万 | 0.08% | 1,281 | 0 | 0.0% | — | 不变 |
| HONA | HONEYWELL AEROSPACE INC | $32.61万 | 0.08% | 1,475 | 1,475 | — | $32.61万 | 新建仓 |
| IWP | ISHARES TR | $32.61万 | 0.08% | 2,227 | 0 | 0.0% | — | 不变 |
| HON | HONEYWELL INTL INC | $33.03万 | 0.08% | 1,475 | -1,522 | -50.8% | -$34.08万 | 减仓 |
| XLE | SELECT SECTOR SPDR TR | $33.63万 | 0.08% | 6,331 | 43 | 0.7% | $2,284 | 加仓 |
| ECL | ECOLAB INC | $34.50万 | 0.08% | 1,238 | 2 | 0.2% | $557 | 加仓 |
| SCHY | SCHWAB STRATEGIC TR | $35.22万 | 0.09% | 11,100 | 1,167 | 11.7% | $3.70万 | 加仓 |
| CGCP | CAPITAL GRP FIXED INCM ETF T | $35.88万 | 0.09% | 16,098 | 442 | 2.8% | $9,852 | 加仓 |
| T | AT&T INC | $36.21万 | 0.09% | 17,492 | 50 | 0.3% | $1,035 | 加仓 |
| EFA | ISHARES TR | $36.39万 | 0.09% | 3,503 | 31 | 0.9% | $3,221 | 加仓 |
| IXN | ISHARES TR | $36.56万 | 0.09% | 2,530 | 3 | 0.1% | $433 | 加仓 |
| — | TEVA PHARMACEUTICAL INDS LTD | $38.12万 | 0.09% | 11,251 | 0 | 0.0% | — | 不变 |
| QCOM | QUALCOMM INC | $38.74万 | 0.09% | 2,097 | -7 | -0.3% | -$1,293 | 减仓 |
| IUSG | ISHARES TR | $38.96万 | 0.09% | 2,071 | 2 | 0.1% | $376 | 加仓 |
| VBK | VANGUARD INDEX FDS | $39.34万 | 0.10% | 1,076 | 1 | 0.1% | $366 | 加仓 |
| MDB | MONGODB INC | $39.37万 | 0.10% | 1,172 | 0 | 0.0% | — | 不变 |
| CSCO | CISCO SYS INC | $40.00万 | 0.10% | 3,405 | -240 | -6.6% | -$2.82万 | 减仓 |
| BAC | BANK OF AMER CORP | $40.98万 | 0.10% | 7,192 | -24 | -0.3% | -$1,368 | 减仓 |
| PWV | INVESCO EXCHANGE TRADED FD T | $41.38万 | 0.10% | 5,461 | 16 | 0.3% | $1,212 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC | $43.39万 | 0.11% | 1,091 | 0 | 0.0% | — | 不变 |
| MA | MASTERCARD INCORPORATED | $43.74万 | 0.11% | 852 | -295 | -25.7% | -$15.15万 | 减仓 |
| — | WISDOMTREE TR | $44.14万 | 0.11% | 6,134 | 99 | 1.6% | $7,125 | 加仓 |
| PFE | PFIZER INC | $44.84万 | 0.11% | 18,621 | 27 | 0.1% | $650 | 加仓 |
| CGW | INVESCO EXCH TRADED FD TR II | $46.07万 | 0.11% | 7,009 | 0 | 0.0% | — | 不变 |
| V | VISA INC | $46.95万 | 0.11% | 1,368 | 28 | 2.1% | $9,610 | 加仓 |
| GIS | GENERAL MILLS INC | $47.11万 | 0.11% | 13,538 | 31 | 0.2% | $1,079 | 加仓 |
| BIPC | BROOKFIELD INFRASTRUCTURE CO | $48.80万 | 0.12% | 12,674 | 7 | 0.1% | $270 | 加仓 |
| NET | CLOUDFLARE INC | $49.74万 | 0.12% | 2,028 | 0 | 0.0% | — | 不变 |
| IGRO | ISHARES TR | $50.06万 | 0.12% | 5,693 | 80 | 1.4% | $7,035 | 加仓 |
| DE | DEERE & CO | $50.11万 | 0.12% | 790 | 0 | 0.0% | — | 不变 |
| TGT | TARGET CORP | $50.25万 | 0.12% | 3,847 | 0 | 0.0% | — | 不变 |
| VWO | VANGUARD INTL EQUITY INDEX F | $51.13万 | 0.12% | 8,565 | -67 | -0.8% | -$3,999 | 减仓 |
| WMT | WALMART INC | $52.30万 | 0.13% | 4,618 | 0 | 0.0% | — | 不变 |
| NVO | NOVO-NORDISK A S | $53.96万 | 0.13% | 11,256 | 0 | 0.0% | — | 不变 |
| IJH | ISHARES TR | $55.47万 | 0.13% | 7,194 | 4 | 0.1% | $308 | 加仓 |
| DIS | DISNEY WALT CO | $55.62万 | 0.14% | 5,779 | 0 | 0.0% | — | 不变 |
| SRE | SEMPRA | $57.13万 | 0.14% | 6,162 | 0 | 0.0% | — | 不变 |
| CARR | CARRIER GLOBAL CORPORATION | $57.42万 | 0.14% | 7,828 | 0 | 0.0% | — | 不变 |
| CGBL | CAPITAL GROUP CORE BALANCED | $58.80万 | 0.14% | 15,490 | 6,124 | 65.4% | $23.25万 | 加仓 |
| EFAV | ISHARES TR | $59.17万 | 0.14% | 6,746 | 1 | 0.0% | $88 | 加仓 |
| VALE | VALE S A | $59.34万 | 0.14% | 39,456 | 0 | 0.0% | — | 不变 |
| KXI | ISHARES TR | $59.58万 | 0.14% | 8,822 | 3,189 | 56.6% | $21.54万 | 加仓 |
| BN | BROOKFIELD CORP | $59.68万 | 0.15% | 14,014 | 0 | 0.0% | — | 不变 |
| HDB | HDFC BANK LTD | $59.72万 | 0.15% | 23,119 | 0 | 0.0% | — | 不变 |
| CMCSA | COMCAST CORP NEW | $60.04万 | 0.15% | 24,456 | 8,621 | 54.4% | $21.16万 | 加仓 |
| AMAT | APPLIED MATLS INC | $60.68万 | 0.15% | 839 | 0 | 0.0% | — | 不变 |
| GE | GE AEROSPACE | $62.75万 | 0.15% | 1,679 | -21 | -1.2% | -$7,849 | 减仓 |
| FESM | FIDELITY COVINGTON TRUST | $63.44万 | 0.15% | 13,137 | 1,039 | 8.6% | $5.02万 | 加仓 |
| IEMG | ISHARES INC | $63.57万 | 0.15% | 7,674 | 27 | 0.4% | $2,237 | 加仓 |
| FELC | FIDELITY COVINGTON TRUST | $63.82万 | 0.16% | 15,227 | 77 | 0.5% | $3,227 | 加仓 |
| HD | HOME DEPOT INC | $65.94万 | 0.16% | 1,870 | -24 | -1.3% | -$8,462 | 减仓 |
| ORCL | ORACLE CORP | $66.44万 | 0.16% | 4,533 | 0 | 0.0% | — | 不变 |
| CAT | CATERPILLAR INC | $69.01万 | 0.17% | 648 | 0 | 0.0% | — | 不变 |
| INTC | INTEL CORP | $72.55万 | 0.18% | 5,196 | -252 | -4.6% | -$3.52万 | 减仓 |
| UBER | UBER TECHNOLOGIES INC | $73.52万 | 0.18% | 10,188 | 7,649 | 301.3% | $55.20万 | 加仓 |
| IJR | ISHARES TR | $75.17万 | 0.18% | 5,069 | 9 | 0.2% | $1,335 | 加仓 |
| UI | UBIQUITI INC | $75.25万 | 0.18% | 1,409 | 1,203 | 584.0% | $64.24万 | 加仓 |
| NU | NU HLDGS LTD | $76.86万 | 0.19% | 57,533 | 19,808 | 52.5% | $26.46万 | 加仓 |
| LLY | ELI LILLY & CO | $76.88万 | 0.19% | 641 | 0 | 0.0% | — | 不变 |
| ABT | ABBOTT LABORATORIES | $77.75万 | 0.19% | 8,568 | 0 | 0.0% | — | 不变 |
| CGCB | CAPITAL GRP FIXED INCM ETF T | $79.15万 | 0.19% | 30,233 | 8,289 | 37.8% | $21.70万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $82.43万 | 0.20% | 9,569 | 131 | 1.4% | $1.13万 | 加仓 |
| IEFA | ISHARES TR | $85.69万 | 0.21% | 8,872 | 436 | 5.2% | $4.21万 | 加仓 |
| IFRA | ISHARES TR | $85.96万 | 0.21% | 13,635 | 0 | 0.0% | — | 不变 |
| VNQ | VANGUARD INDEX FDS | $88.44万 | 0.22% | 9,171 | 3 | 0.0% | $289 | 加仓 |
| EFG | ISHARES TR | $90.98万 | 0.22% | 7,312 | 886 | 13.8% | $11.02万 | 加仓 |
| IMCB | ISHARES TR | $93.06万 | 0.23% | 9,638 | 1,047 | 12.2% | $10.11万 | 加仓 |
| VDE | VANGUARD WORLD FD | $93.81万 | 0.23% | 6,249 | 14 | 0.2% | $2,102 | 加仓 |
| VCR | VANGUARD WORLD FD | $97.08万 | 0.24% | 2,448 | 133 | 5.7% | $5.27万 | 加仓 |
| VHT | VANGUARD WORLD FD | $99.34万 | 0.24% | 3,322 | 2 | 0.1% | $598 | 加仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $101.74万 | 0.25% | 20,645 | 632 | 3.2% | $3.11万 | 加仓 |
| GILD | GILEAD SCIENCES INC | $101.77万 | 0.25% | 8,055 | 0 | 0.0% | — | 不变 |
| EFV | ISHARES TR | $107.31万 | 0.26% | 14,018 | 1,924 | 15.9% | $14.73万 | 加仓 |
| IETC | ISHARES U S ETF TR | $112.00万 | 0.27% | 10,433 | 87 | 0.8% | $9,340 | 加仓 |
| TDIV | FIRST TR EXCHANGE TRADED FD | $112.59万 | 0.27% | 9,801 | -35 | -0.4% | -$4,021 | 减仓 |
| VTI | VANGUARD INDEX FDS | $112.67万 | 0.27% | 3,045 | 578 | 23.4% | $21.39万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $115.84万 | 0.28% | 1,238 | -14 | -1.1% | -$1.31万 | 减仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $117.32万 | 0.29% | 7,475 | 785 | 11.7% | $12.32万 | 加仓 |
| USB | US BANCORP | $121.97万 | 0.30% | 20,193 | 19 | 0.1% | $1,148 | 加仓 |
| SE | SEA LTD | $127.21万 | 0.31% | 13,274 | 0 | 0.0% | — | 不变 |
| FNDF | SCHWAB STRATEGIC TR | $127.84万 | 0.31% | 24,230 | 0 | 0.0% | — | 不变 |
| AMGN | AMGEN INC | $133.08万 | 0.32% | 3,675 | 8 | 0.2% | $2,897 | 加仓 |
| IWM | ISHARES TR | $135.81万 | 0.33% | 4,520 | 191 | 4.4% | $5.74万 | 加仓 |
| GOOGL | ALPHABET INC | $139.91万 | 0.34% | 3,915 | -22 | -0.6% | -$7,862 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $142.38万 | 0.35% | 2,451 | -5 | -0.2% | -$2,905 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $147.00万 | 0.36% | 20,632 | 90 | 0.4% | $6,413 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $150.87万 | 0.37% | 3,015 | 63 | 2.1% | $3.15万 | 加仓 |
| FENY | FIDELITY COVINGTON TRUST | $167.32万 | 0.41% | 56,604 | -316 | -0.6% | -$9,341 | 减仓 |
| VTV | VANGUARD INDEX FDS | $169.08万 | 0.41% | 7,758 | 176 | 2.3% | $3.84万 | 加仓 |
| SMH | VANECK ETF TRUST | $176.63万 | 0.43% | 2,693 | -1 | -0.0% | -$656 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $178.06万 | 0.43% | 4,284 | 1 | 0.0% | $416 | 加仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $179.85万 | 0.44% | 35,565 | 82 | 0.2% | $4,147 | 加仓 |
| CNQ | CANADIAN NAT RES LTD MED TER | $196.31万 | 0.48% | 49,700 | 16,147 | 48.1% | $63.78万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $203.69万 | 0.50% | 8,020 | 0 | 0.0% | — | 不变 |