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 |
|---|---|---|---|---|---|---|---|---|
| IWF | ISHARES TR | $205.84万 | 0.50% | 16,577 | 917 | 5.9% | $11.39万 | 加仓 |
| MMM | 3M CO | $225.48万 | 0.55% | 13,927 | 1 | 0.0% | $162 | 加仓 |
| QQQ | INVESCO QQQ TR | $253.95万 | 0.62% | 3,448 | -3 | -0.1% | -$2,210 | 减仓 |
| SHOP | SHOPIFY INC | $258.91万 | 0.63% | 22,676 | 3,818 | 20.2% | $43.59万 | 加仓 |
| IDV | ISHARES TR | $261.41万 | 0.64% | 63,096 | 1,587 | 2.6% | $6.57万 | 加仓 |
| CGGR | CAPITAL GROUP GROWTH ETF | $267.69万 | 0.65% | 56,715 | 2,382 | 4.4% | $11.24万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $306.34万 | 0.75% | 96,608 | 16,455 | 20.5% | $52.18万 | 加仓 |
| MELI | MERCADOLIBRE INC | $306.47万 | 0.75% | 1,806 | 483 | 36.5% | $81.96万 | 加仓 |
| META | META PLATFORMS INC | $321.24万 | 0.78% | 5,703 | 1,299 | 29.5% | $73.17万 | 加仓 |
| IYW | ISHARES TR | $327.81万 | 0.80% | 12,996 | 72 | 0.6% | $1.82万 | 加仓 |
| ABBV | ABBVIE INC | $332.66万 | 0.81% | 13,220 | 3 | 0.0% | $755 | 加仓 |
| VDC | VANGUARD WORLD FD | $334.06万 | 0.81% | 14,815 | 239 | 1.6% | $5.39万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $348.48万 | 0.85% | 10,646 | 3 | 0.0% | $982 | 加仓 |
| ASML | ASML HLDG NV | $349.55万 | 0.85% | 1,757 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA INC | $373.36万 | 0.91% | 8,877 | 250 | 2.9% | $10.51万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $380.16万 | 0.92% | 5,535 | 961 | 21.0% | $66.01万 | 加仓 |
| CGGO | CAPITAL GROUP GBL GROWTH EQT | $384.30万 | 0.93% | 90,788 | 12,216 | 15.5% | $51.71万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $420.42万 | 1.02% | 3,642 | -1,267 | -25.8% | -$146.26万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $540.50万 | 1.31% | 7,238 | 56 | 0.8% | $4.18万 | 加仓 |
| DGRO | ISHARES TR | $558.93万 | 1.36% | 73,747 | -1,435 | -1.9% | -$10.88万 | 减仓 |
| AMZN | AMAZON COM INC | $572.95万 | 1.39% | 24,039 | 1,951 | 8.8% | $46.50万 | 加仓 |
| BSX | BOSTON SCIENTIFIC CORP | $596.23万 | 1.45% | 139,697 | 5,127 | 3.8% | $21.88万 | 加仓 |
| IVV | ISHARES TR | $610.28万 | 1.48% | 8,149 | 464 | 6.0% | $34.75万 | 加仓 |
| FSTA | FIDELITY COVINGTON TRUST | $733.64万 | 1.78% | 139,634 | 3,956 | 2.9% | $20.78万 | 加仓 |
| FTEC | FIDELITY COVINGTON TRUST | $833.94万 | 2.03% | 29,202 | 78 | 0.3% | $2.23万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $892.56万 | 2.17% | 44,608 | -467 | -1.0% | -$9.34万 | 减仓 |
| GOOG | ALPHABET INC | $1,011.36万 | 2.46% | 28,624 | 1,032 | 3.7% | $36.46万 | 加仓 |
| VIGI | VANGUARD WHITEHALL FDS | $1,024.56万 | 2.49% | 109,719 | -714 | -0.6% | -$6.67万 | 减仓 |
| HDV | ISHARES TR | $1,025.65万 | 2.50% | 374,187 | 32 | 0.0% | $877 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $1,060.75万 | 2.58% | 44,829 | -1,099 | -2.4% | -$26.00万 | 减仓 |
| AVGO | BROADCOM INC | $1,151.96万 | 2.80% | 30,495 | -1,909 | -5.9% | -$72.11万 | 减仓 |
| MSFT | MICROSOFT CORP | $1,311.30万 | 3.19% | 35,154 | 1,725 | 5.2% | $64.35万 | 加仓 |
| IVW | ISHARES TR | $1,383.22万 | 3.36% | 100,576 | 1,630 | 1.6% | $22.42万 | 加仓 |
| VYMI | VANGUARD WHITEHALL FDS | $1,410.12万 | 3.43% | 143,597 | 5,899 | 4.3% | $57.93万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $1,549.71万 | 3.77% | 32,450 | -748 | -2.3% | -$35.72万 | 减仓 |
| MDT | MEDTRONIC PLC | $1,660.23万 | 4.04% | 212,224 | -6,681 | -3.1% | -$52.27万 | 减仓 |
| AAPL | APPLE INC | $1,869.60万 | 4.55% | 64,612 | -918 | -1.4% | -$26.56万 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $2,323.08万 | 5.65% | 147,002 | 1,895 | 1.3% | $29.95万 | 加仓 |
| VGT | VANGUARD WORLD FD | $2,672.28万 | 6.50% | 223,584 | 80 | 0.0% | $9,562 | 加仓 |