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 |
|---|---|---|---|---|---|---|---|---|
| FESM | FIDELITY COVINGTON TRUST | $45.97万 | 0.13% | 12,098 | 2 | 0.0% | $76 | 加仓 |
| CAT | CATERPILLAR INC | $45.91万 | 0.13% | 648 | 0 | 0.0% | — | 不变 |
| CMCSA | COMCAST CORP NEW | $45.46万 | 0.13% | 15,835 | 14 | 0.1% | $402 | 加仓 |
| CGW | INVESCO EXCH TRADED FD TR II | $44.81万 | 0.13% | 7,009 | 25 | 0.4% | $1,598 | 加仓 |
| DE | DEERE & CO | $44.50万 | 0.12% | 790 | -3 | -0.4% | -$1,690 | 减仓 |
| CARR | CARRIER GLOBAL CORPORATION | $44.08万 | 0.12% | 7,828 | 0 | 0.0% | — | 不变 |
| — | WISDOMTREE TR | $43.29万 | 0.12% | 6,035 | 2 | 0.0% | $143 | 加仓 |
| WM | WASTE MGMT INC DEL | $42.56万 | 0.12% | 1,852 | 0 | 0.0% | — | 不变 |
| NET | CLOUDFLARE INC | $41.85万 | 0.12% | 2,028 | 0 | 0.0% | — | 不变 |
| NVO | NOVO-NORDISK A S | $41.36万 | 0.12% | 11,256 | 0 | 0.0% | — | 不变 |
| V | VISA INC | $40.51万 | 0.11% | 1,340 | 0 | 0.0% | — | 不变 |
| XLE | SELECT SECTOR SPDR TR | $38.52万 | 0.11% | 6,288 | 39 | 0.6% | $2,389 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $37.99万 | 0.11% | 2,597 | 22 | 0.9% | $3,218 | 加仓 |
| PWV | INVESCO EXCHANGE TRADED FD T | $37.96万 | 0.11% | 5,445 | 14 | 0.3% | $976 | 加仓 |
| KXI | ISHARES TR | $37.75万 | 0.11% | 5,633 | 5,633 | — | $37.75万 | 新建仓 |
| IAU | ISHARES GOLD TR | $37.55万 | 0.10% | 4,259 | 1,268 | 42.4% | $11.18万 | 加仓 |
| RBRK | RUBRIK INC. | $36.75万 | 0.10% | 7,505 | 0 | 0.0% | — | 不变 |
| MCD | MCDONALDS CORP | $36.58万 | 0.10% | 1,177 | 150 | 14.6% | $4.66万 | 加仓 |
| GLD | SPDR GOLD TR | $36.06万 | 0.10% | 838 | 0 | 0.0% | — | 不变 |
| BAC | BANK AMERICA CORP | $35.18万 | 0.10% | 7,216 | -21 | -0.3% | -$1,024 | 减仓 |
| CGCP | CAPITAL GRP FIXED INCM ETF T | $34.97万 | 0.10% | 15,656 | 26 | 0.2% | $581 | 加仓 |
| — | TEVA PHARMACEUTICAL INDS LTD | $33.89万 | 0.09% | 11,251 | 0 | 0.0% | — | 不变 |
| EFA | ISHARES TR | $33.72万 | 0.09% | 3,472 | 0 | 0.0% | — | 不变 |
| ECL | ECOLAB INC | $32.89万 | 0.09% | 1,236 | 1 | 0.1% | $266 | 加仓 |
| VBK | VANGUARD INDEX FDS | $32.49万 | 0.09% | 1,075 | 67 | 6.6% | $2.03万 | 加仓 |
| CGBL | CAPITAL GROUP CORE BALANCED | $32.23万 | 0.09% | 9,366 | 1,083 | 13.1% | $3.73万 | 加仓 |
| IUSG | ISHARES TR | $32.10万 | 0.09% | 2,069 | 2 | 0.1% | $310 | 加仓 |
| SCHY | SCHWAB STRATEGIC TR | $31.45万 | 0.09% | 9,933 | 9,933 | — | $31.45万 | 新建仓 |
| — | EXXON MOBIL CORP | $31.39万 | 0.09% | 1,850 | -1,292 | -41.1% | -$21.92万 | 减仓 |
| BLK | BLACKROCK INC | $30.02万 | 0.08% | 312 | 0 | 0.0% | — | 不变 |
| FDVV | FIDELITY COVINGTON TRUST | $29.58万 | 0.08% | 5,354 | 13 | 0.2% | $718 | 加仓 |
| AMAT | APPLIED MATLS INC | $28.69万 | 0.08% | 839 | -113 | -11.9% | -$3.86万 | 减仓 |
| MDB | MONGODB INC | $28.69万 | 0.08% | 1,172 | 0 | 0.0% | — | 不变 |
| IWP | ISHARES TR | $28.54万 | 0.08% | 2,227 | 0 | 0.0% | — | 不变 |
| NOW | SERVICENOW INC | $28.49万 | 0.08% | 2,725 | 0 | 0.0% | — | 不变 |
| CSCO | CISCO SYS INC | $28.28万 | 0.08% | 3,645 | 0 | 0.0% | — | 不变 |
| ASB | ASSOCIATED BANC-CORP | $28.26万 | 0.08% | 10,927 | -174 | -1.6% | -$4,500 | 减仓 |
| NVS | NOVARTIS AG | $27.10万 | 0.08% | 1,774 | 0 | 0.0% | — | 不变 |
| QCOM | QUALCOMM INC | $27.10万 | 0.08% | 2,104 | 150 | 7.7% | $1.93万 | 加仓 |
| PEP | PEPSICO INC | $25.42万 | 0.07% | 1,637 | 0 | 0.0% | — | 不变 |
| IXN | ISHARES TR | $25.27万 | 0.07% | 2,527 | 0 | 0.0% | — | 不变 |
| GEV | GE VERNOVA INC | $24.64万 | 0.07% | 282 | -66 | -19.0% | -$5.77万 | 减仓 |
| CGMS | CAPITAL GRP FIXED INCM ETF T | $24.21万 | 0.07% | 8,889 | 2,427 | 37.6% | $6.61万 | 加仓 |
| IJS | ISHARES TR | $24.19万 | 0.07% | 2,043 | -374 | -15.5% | -$4.43万 | 减仓 |
| INTC | INTEL CORP | $24.04万 | 0.07% | 5,448 | 1,000 | 22.5% | $4.41万 | 加仓 |
| PAGS | PAGSEGURO DIGITAL LTD | $23.57万 | 0.07% | 23,521 | 22 | 0.1% | $220 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $22.59万 | 0.06% | 460 | 0 | 0.0% | — | 不变 |
| BIP | BROOKFIELD INFRASTRUCTURE PA | $22.23万 | 0.06% | 6,154 | 0 | 0.0% | — | 不变 |
| BOTZ | GLOBAL X FDS | $22.20万 | 0.06% | 6,683 | 7 | 0.1% | $233 | 加仓 |
| SPGI | S&P GLOBAL INC | $22.09万 | 0.06% | 519 | 0 | 0.0% | — | 不变 |
| FBTC | FIDELITY WISE ORIGIN BITCOIN | $21.47万 | 0.06% | 3,637 | 0 | 0.0% | — | 不变 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $21.35万 | 0.06% | 3,766 | 34 | 0.9% | $1,927 | 加仓 |
| CGIE | CAPITAL GROUP INTERNATIONAL | $21.05万 | 0.06% | 6,224 | 351 | 6.0% | $1.19万 | 加仓 |
| CEG | CONSTELLATION ENERGY CORP | $20.94万 | 0.06% | 750 | 0 | 0.0% | — | 不变 |
| VZ | VERIZON COMMUNICATIONS INC | $20.58万 | 0.06% | 4,100 | 307 | 8.1% | $1.54万 | 加仓 |
| IRM | IRON MTN INC DEL | $20.43万 | 0.06% | 2,000 | 0 | 0.0% | — | 不变 |
| NTES | NETEASE COM INC | $20.38万 | 0.06% | 1,821 | 0 | 0.0% | — | 不变 |
| CGMU | CAPITAL GRP FIXED INCM ETF T | $20.20万 | 0.06% | 7,442 | 453 | 6.5% | $1.23万 | 加仓 |
| VUSB | VANGUARD BD INDEX FDS | $20.12万 | 0.06% | 4,042 | 0 | 0.0% | — | 不变 |
| DTE | DTE ENERGY CO | $20.10万 | 0.06% | 1,375 | 6 | 0.4% | $877 | 加仓 |
| CVX | CHEVRON CORPORATION | $19.85万 | 0.06% | 960 | -810 | -45.8% | -$16.75万 | 减仓 |
| VOT | VANGUARD INDEX FDS | $19.82万 | 0.06% | 770 | 0 | 0.0% | — | 不变 |
| VTEB | VANGUARD MUN BD FDS | $19.56万 | 0.05% | 3,921 | 10 | 0.3% | $499 | 加仓 |
| SNOW | SNOWFLAKE INC | $19.32万 | 0.05% | 1,281 | 0 | 0.0% | — | 不变 |
| STNE | STONECO LTD | $19.31万 | 0.05% | 13,678 | -10 | -0.1% | -$141 | 减仓 |
| IWO | ISHARES TR | $19.30万 | 0.05% | 615 | 8 | 1.3% | $2,511 | 加仓 |
| BA | BOEING CO | $19.19万 | 0.05% | 964 | 500 | 107.8% | $9.95万 | 加仓 |
| UBS | UBS GROUP AG | $19.12万 | 0.05% | 4,894 | 0 | 0.0% | — | 不变 |
| ADM | ARCHER DANIELS MIDLAND CO | $18.96万 | 0.05% | 2,608 | 0 | 0.0% | — | 不变 |
| IGSB | ISHARES TR | $18.48万 | 0.05% | 3,516 | 23 | 0.7% | $1,209 | 加仓 |
| AZN | ASTRAZENECA PLC | $18.38万 | 0.05% | 932 | 932 | — | $18.38万 | 新建仓 |
| UBER | UBER TECHNOLOGIES INC | $18.26万 | 0.05% | 2,539 | 0 | 0.0% | — | 不变 |
| IUSV | ISHARES TR | $18.08万 | 0.05% | 1,768 | 7 | 0.4% | $716 | 加仓 |
| KO | COCA COLA CO | $17.89万 | 0.05% | 2,353 | 360 | 18.1% | $2.74万 | 加仓 |
| MRK | MERCK & CO INC | $17.66万 | 0.05% | 1,468 | 150 | 11.4% | $1.80万 | 加仓 |
| ONC | BEONE MEDICINES LTD | $17.46万 | 0.05% | 588 | 0 | 0.0% | — | 不变 |
| IVE | ISHARES TR | $17.43万 | 0.05% | 825 | 1 | 0.1% | $211 | 加仓 |
| DAL | DELTA AIR LINES INC | $17.22万 | 0.05% | 2,591 | 1 | 0.0% | $66 | 加仓 |
| SOLV | SOLVENTUM CORP | $17.17万 | 0.05% | 2,629 | 100 | 4.0% | $6,530 | 加仓 |
| RSPU | INVESCO EXCHANGE TRADED FD T | $17.13万 | 0.05% | 2,112 | 0 | 0.0% | — | 不变 |
| HBAN | HUNTINGTON BANCSHARES INC | $17.00万 | 0.05% | 10,865 | 0 | 0.0% | — | 不变 |
| ICSH | ISHARES TR | $16.98万 | 0.05% | 3,355 | 21 | 0.6% | $1,063 | 加仓 |
| VPU | VANGUARD WORLD FD | $16.41万 | 0.05% | 828 | 0 | 0.0% | — | 不变 |
| UI | UBIQUITI INC | $16.28万 | 0.05% | 206 | 0 | 0.0% | — | 不变 |
| VEU | VANGUARD INTL EQUITY INDEX F | $16.16万 | 0.05% | 2,152 | 180 | 9.1% | $1.35万 | 加仓 |
| IJK | ISHARES TR | $15.73万 | 0.04% | 1,563 | 0 | 0.0% | — | 不变 |
| PG | PROCTER & GAMBLE CO | $15.68万 | 0.04% | 1,085 | 250 | 29.9% | $3.61万 | 加仓 |
| VXF | VANGUARD INDEX FDS | $15.66万 | 0.04% | 761 | 189 | 33.0% | $3.89万 | 加仓 |
| WEC | WEC ENERGY GROUP INC | $15.49万 | 0.04% | 1,338 | 0 | 0.0% | — | 不变 |
| SGOV | ISHARES TR | $15.19万 | 0.04% | 1,509 | 499 | 49.4% | $5.02万 | 加仓 |
| VXUS | VANGUARD STAR FDS | $15.12万 | 0.04% | 1,961 | 2 | 0.1% | $154 | 加仓 |
| VOE | VANGUARD INDEX FDS | $15.11万 | 0.04% | 820 | -109 | -11.7% | -$2.01万 | 减仓 |
| ITOT | ISHARES TR | $15.10万 | 0.04% | 1,060 | 1 | 0.1% | $142 | 加仓 |
| AMP | AMERIPRISE FINL INC | $15.01万 | 0.04% | 338 | 0 | 0.0% | — | 不变 |
| IDHQ | INVESCO EXCH TRADED FD TR II | $14.93万 | 0.04% | 4,220 | 0 | 0.0% | — | 不变 |
| REGN | REGENERON PHARMACEUTICALS | $14.76万 | 0.04% | 191 | -2 | -1.0% | -$1,545 | 减仓 |
| XLP | SELECT SECTOR SPDR TR | $14.46万 | 0.04% | 1,764 | 0 | 0.0% | — | 不变 |
| BEPC | BROOKFIELD RENEWABLE CORP | $14.39万 | 0.04% | 3,612 | 0 | 0.0% | — | 不变 |
| BABA | ALIBABA GROUP HLDG LTD | $14.30万 | 0.04% | 1,139 | 0 | 0.0% | — | 不变 |
| FIW | FIRST TR EXCHANGE-TRADED FD | $14.23万 | 0.04% | 1,380 | 1 | 0.1% | $103 | 加仓 |