13F 机构持仓

Financial Perspectives, Inc

MINNEAPOLIS MN · SEC CIK 0002003287

2026Q22026Q1 更早 9 个季度 🔒
$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
申报市值走势$4.11亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

VYM 6.0%
VGT 5.4%
MDT 5.3%
AAPL 4.6%
VYMI 3.6%
MSFT 3.5%
TSM 3.1%
IVW 3.1%
HDV 2.8%
AVGO 2.8%

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
AZN ASTRAZENECA PLC $00.00%0 -932-100.0% -$17.14万 清仓
— SIMPLIFY EXCHANGE TRADED FUN $00.00%0 -3,365-100.0% -$5.91万 清仓
— DAYFORCE INC $00.00%0 -571-100.0% -$3.95万 清仓
— EXACT SCIENCES CORP $00.00%0 -202-100.0% -$2.05万 清仓
— ALEXANDER & BALDWIN INC NEW $00.00%0 -605-100.0% -$1.25万 清仓
— FRONTIER COMMUNICATIONS PARE $00.00%0 -325-100.0% -$1.24万 清仓
— TEGNA INC $00.00%0 -200-100.0% -$3,882 清仓
— BROOKFIELD BUSINESS PARTNERS $00.00%0 -40-100.0% -$1,408 清仓
— BROOKFIELD BUSINESS CORP $00.00%0 -20-100.0% -$718 清仓
— STRATA SKIN SCIENCES INC $00.00%0 -101-100.0% -$127 清仓
— CANOPY GROWTH CORP $00.00%0 -5-100.0% -$6 清仓
— BIOVIE INC $80.00%6 00.0% — 不变
— PRECISION OPTICS CORP INC MA $90.00%2 00.0% — 不变
SPCE VIRGIN GALACTIC HOLDINGS INC $100.00%4 00.0% — 不变
EDIT EDITAS MEDICINE INC $150.00%6 00.0% — 不变
— ORGANIGRAM GLOBAL INC $310.00%23 00.0% — 不变
LI LI AUTO INC $360.00%2 00.0% — 不变
GILT GILAT SATELLITE NETWORKS LTD $450.00%3 00.0% — 不变
— CHEGG INC $520.00%70 00.0% — 不变
— NET LEASE OFFICE PROPERTIES $580.00%5 00.0% — 不变
UIS UNISYS CORP $620.00%30 00.0% — 不变
LCID LUCID GROUP INC $860.00%9 00.0% — 不变
TOPT ISHARES TR $880.00%3 3— $88 新建仓
IRS IRSA INVERSIONES Y REP S A $970.00%6 00.0% — 不变
DXC DXC TECHNOLOGY CO $1010.00%8 00.0% — 不变
KD KYNDRYL HLDGS INC $1050.00%8 00.0% — 不变
CRON CRONOS GROUP INC $1130.00%45 00.0% — 不变
NIO NIO INC $1330.00%22 00.0% — 不变
— SUN CTRY AIRLS HLDGS INC $1650.00%10 00.0% — 不变
PENN PENN ENTERTAINMENT INC $1650.00%11 7175.0% $105 重新持有
RNG RINGCENTRAL INC $1860.00%5 00.0% — 不变
SJM SMUCKER J M CO $1930.00%2 00.0% — 不变
GIL GILDAN ACTIVEWEAR INC $2230.00%4 00.0% — 不变
— CELULARITY INC $2270.00%171 00.0% — 不变
JMIA JUMIA TECHNOLOGIES AG $2350.00%34 00.0% — 不变
ASIX ADVANSIX INC $2680.00%11 00.0% — 不变
DKNG DRAFTKINGS INC NEW $2810.00%13 00.0% — 不变
VLUE ISHARES TR $2840.00%2 00.0% — 不变
SOUN SOUNDHOUND AI INC $2890.00%42 00.0% — 不变
URA GLOBAL X FDS $2910.00%6 00.0% — 不变
BRBR BELLRING BRANDS INC $3220.00%20 00.0% — 不变
NWSA NEWS CORP NEW $3240.00%13 00.0% — 不变
KHC KRAFT HEINZ CO $3370.00%15 00.0% — 不变
PLUG PLUG PWR INC $3390.00%150 00.0% — 不变
WOLF WOLFSPEED INC $3750.00%23 853.3% $130 加仓
GOF GUGGENHEIM STRATEGIC OPPORTU $3860.00%35 00.0% — 不变
NOK NOKIA CORP $3860.00%48 00.0% — 不变
EPR EPR PPTYS $4000.00%8 00.0% — 不变
— ORION PROPERTIES INC $4320.00%201 00.0% — 不变
GTN GRAY MEDIA INC $4340.00%100 00.0% — 不变
TDOC TELADOC HEALTH INC $4580.00%84 -13-13.4% -$71 减仓
OGN ORGANON & CO $4970.00%83 00.0% — 不变
PII POLARIS INC $5270.00%10 00.0% — 不变
PATH UIPATH INC $5330.00%48 00.0% — 不变
UA UNDER ARMOUR INC $7530.00%130 00.0% — 不变
IRTC IRHYTHM HOLDINGS INC $8260.00%7 00.0% — 不变
ARCO ARCOS DORADOS HLDGS INC $8420.00%102 00.0% — 不变
FCPT FOUR CORNERS PPTY TR INC $9220.00%39 00.0% — 不变
IONQ IONQ INC $9230.00%32 00.0% — 不变
SLVM SYLVAMO CORP $9290.00%22 00.0% — 不变
FOXA FOX CORP $9930.00%17 00.0% — 不变
TWLO TWILIO INC $1,0070.00%8 00.0% — 不变
ETH GRAYSCALE ETHEREUM STAKING $1,0330.00%52 00.0% — 不变
VST VISTRA CORP $1,0520.00%7 00.0% — 不变
XIFR XPLR INFRASTRUCTURE LP $1,0620.00%100 00.0% — 不变
FENI FIDELITY COVINGTON TRUST $1,0860.00%29 00.0% — 不变
ST SENSATA TECHNOLOGIES HLDG PL $1,0900.00%31 00.0% — 不变
FROG JFROG LTD $1,1260.00%24 00.0% — 不变
AIG AMERICAN INTL GROUP INC $1,1290.00%15 00.0% — 不变
TKO TKO GROUP HOLDINGS INC $1,2190.00%6 00.0% — 不变
BNT BROOKFIELD WEALTH SOL LTD $1,2420.00%30 00.0% — 不变
MRP MILLROSE PPTYS INC $1,2600.00%45 00.0% — 不变
ICUI ICU MED INC $1,2920.00%10 00.0% — 不变
QUAL ISHARES TR $1,3430.00%7 00.0% — 不变
SPSC SPS COMM INC $1,3920.00%25 00.0% — 不变
CRESY CRESUD S A C I F Y A $1,3990.00%110 00.0% — 不变
— GLOBAL X FDS $1,4290.00%28 521.7% $255 加仓
DLN WISDOMTREE TR $1,4290.00%16 00.0% — 不变
MTUM ISHARES TR $1,4400.00%6 00.0% — 不变
MAT MATTEL INC $1,4530.00%100 00.0% — 不变
ALK ALASKA AIR GROUP INC $1,4710.00%40 00.0% — 不变
— CANTERBURY PK HLDG CORP $1,5590.00%100 00.0% — 不变
POST POST HLDGS INC $1,5820.00%16 00.0% — 不变
CMG CHIPOTLE MEXICAN GRILL INC $1,6010.00%50 00.0% — 不变
STE STERIS PLC $1,6430.00%7 00.0% — 不变
PPG PPG INDS INC $1,6740.00%16 00.0% — 不变
FUN SIX FLAGS ENTERTAINMENT CORP $1,7750.00%100 00.0% — 不变
EL LAUDER ESTEE COS INC $1,7830.00%25 00.0% — 不变
MICC MAGNUM ICE CREAM CO NV $1,8840.00%126 00.0% — 不变
BBUC BROOKFIELD BUSINESS CORP $1,8980.00%60 60— $1,898 新建仓
ONEQ FIDELITY COMWLTH TR $2,0380.00%24 00.0% — 不变
SYM SYMBOTIC INC $2,1280.00%40 721.2% $372 加仓
LULU LULULEMON ATHLETICA INC $2,1430.00%14 00.0% — 不变
BTC GRAYSCALE BITCOIN MINI TR ET $2,2790.00%76 00.0% — 不变
TDG TRANSDIGM GROUP INC $2,3180.00%2 00.0% — 不变
HMC HONDA MOTOR CO LTD $2,4310.00%100 00.0% — 不变
TTD THE TRADE DESK INC $2,4960.00%110 00.0% — 不变
QQQM INVESCO EXCH TRADED FD TR II $2,5520.00%11 00.0% — 不变
— SUPERNUS PHARMACEUTICALS $2,6880.00%52 00.0% — 不变
HPE HEWLETT PACKARD ENTERPRISE C $2,6950.00%113 10.9% $24 加仓