13F 机构持仓

Financial Perspectives, Inc

MINNEAPOLIS MN · SEC CIK 0002003287

2026Q22026Q1 更早 9 个季度 🔒
$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
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

VGT 6.5%
VYM 5.7%
AAPL 4.5%
MDT 4.0%
TSM 3.8%
VYMI 3.4%
IVW 3.4%
MSFT 3.2%
AVGO 2.8%
VIG 2.6%

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
— INNOVATOR ETFS TRUST $00.00%0 -554-100.0% -$1.85万 清仓
MS MORGAN STANLEY $00.00%0 -51-100.0% -$8,450 清仓
CCL CARNIVAL CORP $00.00%0 -240-100.0% -$6,211 清仓
— AIR LEASE CORP $00.00%0 -60-100.0% -$3,896 清仓
TQQQ PROSHARES TR $00.00%0 -69-100.0% -$2,855 清仓
TWLO TWILIO INC $00.00%0 -8-100.0% -$1,007 清仓
URA GLOBAL X FDS $00.00%0 -6-100.0% -$291 清仓
— SUN CTRY AIRLS HLDGS INC $00.00%0 -10-100.0% -$165 清仓
KD KYNDRYL HLDGS INC $00.00%0 -8-100.0% -$105 清仓
TOPT ISHARES TR $00.00%0 -3-100.0% -$88 清仓
SPCE VIRGIN GALACTIC HOLDINGS INC $00.00%0 -4-100.0% -$10 清仓
— PRECISION OPTICS CORP INC MA $100.00%2 00.0% — 不变
— BIOVIE INC $120.00%6 00.0% — 不变
EDIT EDITAS MEDICINE INC $190.00%6 00.0% — 不变
LI LI AUTO INC $230.00%2 00.0% — 不变
— ORGANIGRAM GLOBAL INC $230.00%23 00.0% — 不变
GILT GILAT SATELLITE NETWORKS LTD $400.00%3 00.0% — 不变
— NET LEASE OFFICE PROPERTIES $560.00%5 00.0% — 不变
LCID LUCID GROUP INC $600.00%9 00.0% — 不变
DXC DXC TECHNOLOGY CO $710.00%8 00.0% — 不变
— CHEGG INC $710.00%70 00.0% — 不变
IRS IRSA INVERSIONES Y REP S A $930.00%6 00.0% — 不变
— CELULARITY INC $1020.00%171 00.0% — 不变
UIS UNISYS CORP $1100.00%30 00.0% — 不变
NIO NIO INC $1110.00%22 00.0% — 不变
ALGT ALLEGIANT TRAVEL CO $1180.00%1 1— $118 新建仓
CRON CRONOS GROUP INC $1250.00%45 00.0% — 不变
RNG RINGCENTRAL INC $1960.00%5 00.0% — 不变
GIL GILDAN ACTIVEWEAR INC $2060.00%4 00.0% — 不变
ASIX ADVANSIX INC $2190.00%11 00.0% — 不变
SJM SMUCKER J M CO $2250.00%2 00.0% — 不变
PENN PENN ENTERTAINMENT INC $2350.00%11 00.0% — 不变
JMIA JUMIA TECHNOLOGIES AG $2400.00%34 00.0% — 不变
BRBR BELLRING BRANDS INC $2590.00%20 00.0% — 不变
SOUN SOUNDHOUND AI INC $2720.00%42 00.0% — 不变
NWSA NEWS CORP NEW $3230.00%13 00.0% — 不变
DKNG DRAFTKINGS INC NEW $3280.00%13 00.0% — 不变
KHC KRAFT HEINZ CO $3540.00%15 00.0% — 不变
GOF GUGGENHEIM STRATEGIC OPPORTU $3820.00%35 00.0% — 不变
GTN GRAY MEDIA INC $3970.00%100 00.0% — 不变
VLUE ISHARES TR $4000.00%2 00.0% — 不变
PLUG PLUG PWR INC $4070.00%150 00.0% — 不变
EPR EPR PPTYS $4640.00%8 00.0% — 不变
PATH UIPATH INC $5220.00%48 00.0% — 不变
— ORION PROPERTIES INC $5810.00%201 00.0% — 不变
NOK NOKIA CORP $6370.00%48 00.0% — 不变
PII POLARIS INC $6680.00%10 00.0% — 不变
TDOC TELADOC HEALTH INC $7120.00%84 00.0% — 不变
ETH GRAYSCALE ETHEREUM STAKING $7820.00%52 00.0% — 不变
UA UNDER ARMOUR INC $8090.00%130 00.0% — 不变
ARCO ARCOS DORADOS HLDGS INC $8220.00%102 00.0% — 不变
SLVM SYLVAMO CORP $8320.00%22 00.0% — 不变
IRTC IRHYTHM HOLDINGS INC $8330.00%7 00.0% — 不变
FOXA FOX CORP $8870.00%17 00.0% — 不变
— INVESCO QUALITY MUN INCOME T $9160.00%91 -271-74.9% -$2,728 减仓
FCPT FOUR CORNERS PPTY TR INC $9570.00%39 00.0% — 不变
— INVESCO VALUE MUN INCOME TR $1,0150.00%80 -239-74.9% -$3,032 减仓
WOLF WOLFSPEED INC $1,0620.00%22 -1-4.3% -$48 减仓
VST VISTRA CORP $1,1100.00%7 00.0% — 不变
AIG AMERICAN INTL GROUP INC $1,1180.00%15 00.0% — 不变
OGN ORGANON & CO $1,1240.00%83 00.0% — 不变
FENI FIDELITY COVINGTON TRUST $1,1710.00%29 00.0% — 不变
XIFR XPLR INFRASTRUCTURE LP $1,1810.00%100 00.0% — 不变
TKO TKO GROUP HOLDINGS INC $1,2220.00%6 00.0% — 不变
CRESY CRESUD S A C I F Y A $1,2330.00%110 00.0% — 不变
BNT BROOKFIELD WEALTH SOL LTD $1,2800.00%30 00.0% — 不变
MRP MILLROSE PPTYS INC $1,3520.00%45 00.0% — 不变
MAT MATTEL INC $1,3880.00%100 00.0% — 不变
POST POST HLDGS INC $1,4120.00%16 00.0% — 不变
SPSC SPS COMM INC $1,4290.00%25 00.0% — 不变
ICUI ICU MED INC $1,4660.00%10 00.0% — 不变
ST SENSATA TECHNOLOGIES HLDG PL $1,4810.00%31 00.0% — 不变
QUAL ISHARES TR $1,5360.00%7 00.0% — 不变
DLN WISDOMTREE TR $1,5410.00%16 00.0% — 不变
STE STERIS PLC $1,5690.00%7 00.0% — 不变
— GLOBAL X FDS $1,5710.00%28 00.0% — 不变
— CANTERBURY PK HLDG CORP $1,5760.00%100 00.0% — 不变
LULU LULULEMON ATHLETICA INC $1,5990.00%14 00.0% — 不变
CMG CHIPOTLE MEXICAN GRILL INC $1,7000.00%50 00.0% — 不变
IONQ IONQ INC $1,7040.00%32 00.0% — 不变
BBUC BROOKFIELD BUSINESS CORP $1,7910.00%60 00.0% — 不变
SYM SYMBOTIC INC $1,7980.00%40 00.0% — 不变
PPG PPG INDS INC $1,9110.00%16 00.0% — 不变
EL LAUDER ESTEE COS INC $1,9690.00%25 00.0% — 不变
BTC GRAYSCALE BITCOIN MINI TR ET $1,9720.00%76 00.0% — 不变
TTD THE TRADE DESK INC $1,9890.00%110 00.0% — 不变
MTUM ISHARES TR $2,0570.00%6 00.0% — 不变
ALK ALASKA AIR GROUP INC $2,0880.00%40 00.0% — 不变
FUN SIX FLAGS ENTERTAINMENT CORP $2,1300.00%100 00.0% — 不变
— BRAZIL POTASH CORP $2,1500.00%1,000 00.0% — 不变
FROG JFROG LTD $2,1810.00%24 00.0% — 不变
MICC MAGNUM ICE CREAM CO NV $2,1940.00%126 00.0% — 不变
CGDG CAPITAL GROUP DIVIDEND GROWE $2,2130.00%59 59— $2,213 新建仓
SRPT SAREPTA THERAPEUTICS INC $2,3000.00%128 00.0% — 不变
BILI BILIBILI INC $2,3670.00%139 00.0% — 不变
— SUPERNUS PHARMACEUTICALS $2,4190.00%52 00.0% — 不变
— WEREWOLF THERAPEUTICS INC $2,4290.00%6,750 00.0% — 不变
ONEQ FIDELITY COMWLTH TR $2,4770.00%24 00.0% — 不变
CRWV COREWEAVE INC $2,4890.00%25 25— $2,489 新建仓
MSB MESABI TR $2,5300.00%100 00.0% — 不变