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 |
|---|---|---|---|---|---|---|---|---|
| CGGO | CAPITAL GROUP GBL GROWTH EQT | $262.19万 | 0.73% | 78,572 | 10,005 | 14.6% | $33.39万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $273.30万 | 0.76% | 4,574 | 81 | 1.8% | $4.84万 | 加仓 |
| ABBV | ABBVIE INC | $287.45万 | 0.80% | 13,217 | 3 | 0.0% | $652 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $313.07万 | 0.87% | 10,643 | 99 | 0.9% | $2.91万 | 加仓 |
| TSLA | TESLA INC | $320.70万 | 0.90% | 8,627 | 0 | 0.0% | — | 不变 |
| VDC | VANGUARD WORLD FD | $327.36万 | 0.91% | 14,576 | 422 | 3.0% | $9.48万 | 加仓 |
| AMZN | AMAZON COM INC | $460.03万 | 1.28% | 22,088 | -93 | -0.4% | -$1.94万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $467.10万 | 1.30% | 7,182 | 70 | 1.0% | $4.55万 | 加仓 |
| IVV | ISHARES TR | $501.96万 | 1.40% | 7,685 | 200 | 2.7% | $13.06万 | 加仓 |
| DGRO | ISHARES TR | $527.62万 | 1.47% | 75,182 | 5,779 | 8.3% | $40.56万 | 加仓 |
| FTEC | FIDELITY COVINGTON TRUST | $605.93万 | 1.69% | 29,124 | 4 | 0.0% | $832 | 加仓 |
| FSTA | FIDELITY COVINGTON TRUST | $710.01万 | 1.98% | 135,678 | 5,889 | 4.5% | $30.82万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $786.11万 | 2.19% | 45,075 | 24 | 0.1% | $4,186 | 加仓 |
| GOOG | ALPHABET INC | $791.52万 | 2.21% | 27,592 | -23 | -0.1% | -$6,598 | 减仓 |
| BSX | BOSTON SCIENTIFIC CORP | $844.43万 | 2.36% | 134,570 | -597 | -0.4% | -$3.75万 | 减仓 |
| VIGI | VANGUARD WHITEHALL FDS | $976.89万 | 2.73% | 110,433 | 1,516 | 1.4% | $13.41万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $987.72万 | 2.76% | 45,928 | 254 | 0.6% | $5.46万 | 加仓 |
| AVGO | BROADCOM INC | $1,002.94万 | 2.80% | 32,404 | -79 | -0.2% | -$2.45万 | 减仓 |
| HDV | ISHARES TR | $1,015.60万 | 2.84% | 74,831 | 644 | 0.9% | $8.74万 | 加仓 |
| IVW | ISHARES TR | $1,119.18万 | 3.12% | 98,946 | 244 | 0.2% | $2.76万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $1,121.93万 | 3.13% | 33,198 | -348 | -1.0% | -$11.76万 | 减仓 |
| MSFT | MICROSOFT CORP | $1,237.44万 | 3.45% | 33,429 | 204 | 0.6% | $7.55万 | 加仓 |
| VYMI | VANGUARD WHITEHALL FDS | $1,297.67万 | 3.62% | 137,698 | 3,996 | 3.0% | $37.66万 | 加仓 |
| AAPL | APPLE INC | $1,663.09万 | 4.64% | 65,530 | 1,640 | 2.6% | $41.62万 | 加仓 |
| MDT | MEDTRONIC PLC | $1,896.81万 | 5.30% | 218,905 | 1,603 | 0.7% | $13.89万 | 加仓 |
| VGT | VANGUARD WORLD FD | $1,949.30万 | 5.44% | 27,938 | 135 | 0.5% | $9.42万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $2,149.03万 | 6.00% | 145,107 | 795 | 0.6% | $11.77万 | 加仓 |