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 |
|---|---|---|---|---|---|---|---|---|
| WMT | WALMART INC | $52.30万 | 0.13% | 4,618 | 0 | 0.0% | — | 不变 |
| VWO | VANGUARD INTL EQUITY INDEX F | $51.13万 | 0.12% | 8,565 | -67 | -0.8% | -$3,999 | 减仓 |
| TGT | TARGET CORP | $50.25万 | 0.12% | 3,847 | 0 | 0.0% | — | 不变 |
| DE | DEERE & CO | $50.11万 | 0.12% | 790 | 0 | 0.0% | — | 不变 |
| IGRO | ISHARES TR | $50.06万 | 0.12% | 5,693 | 80 | 1.4% | $7,035 | 加仓 |
| NET | CLOUDFLARE INC | $49.74万 | 0.12% | 2,028 | 0 | 0.0% | — | 不变 |
| BIPC | BROOKFIELD INFRASTRUCTURE CO | $48.80万 | 0.12% | 12,674 | 7 | 0.1% | $270 | 加仓 |
| GIS | GENERAL MILLS INC | $47.11万 | 0.11% | 13,538 | 31 | 0.2% | $1,079 | 加仓 |
| V | VISA INC | $46.95万 | 0.11% | 1,368 | 28 | 2.1% | $9,610 | 加仓 |
| CGW | INVESCO EXCH TRADED FD TR II | $46.07万 | 0.11% | 7,009 | 0 | 0.0% | — | 不变 |
| PFE | PFIZER INC | $44.84万 | 0.11% | 18,621 | 27 | 0.1% | $650 | 加仓 |
| — | WISDOMTREE TR | $44.14万 | 0.11% | 6,134 | 99 | 1.6% | $7,125 | 加仓 |
| MA | MASTERCARD INCORPORATED | $43.74万 | 0.11% | 852 | -295 | -25.7% | -$15.15万 | 减仓 |
| ISRG | INTUITIVE SURGICAL INC | $43.39万 | 0.11% | 1,091 | 0 | 0.0% | — | 不变 |
| PWV | INVESCO EXCHANGE TRADED FD T | $41.38万 | 0.10% | 5,461 | 16 | 0.3% | $1,212 | 加仓 |
| BAC | BANK OF AMER CORP | $40.98万 | 0.10% | 7,192 | -24 | -0.3% | -$1,368 | 减仓 |
| CSCO | CISCO SYS INC | $40.00万 | 0.10% | 3,405 | -240 | -6.6% | -$2.82万 | 减仓 |
| MDB | MONGODB INC | $39.37万 | 0.10% | 1,172 | 0 | 0.0% | — | 不变 |
| VBK | VANGUARD INDEX FDS | $39.34万 | 0.10% | 1,076 | 1 | 0.1% | $366 | 加仓 |
| IUSG | ISHARES TR | $38.96万 | 0.09% | 2,071 | 2 | 0.1% | $376 | 加仓 |
| QCOM | QUALCOMM INC | $38.74万 | 0.09% | 2,097 | -7 | -0.3% | -$1,293 | 减仓 |
| — | TEVA PHARMACEUTICAL INDS LTD | $38.12万 | 0.09% | 11,251 | 0 | 0.0% | — | 不变 |
| IXN | ISHARES TR | $36.56万 | 0.09% | 2,530 | 3 | 0.1% | $433 | 加仓 |
| EFA | ISHARES TR | $36.39万 | 0.09% | 3,503 | 31 | 0.9% | $3,221 | 加仓 |
| T | AT&T INC | $36.21万 | 0.09% | 17,492 | 50 | 0.3% | $1,035 | 加仓 |
| CGCP | CAPITAL GRP FIXED INCM ETF T | $35.88万 | 0.09% | 16,098 | 442 | 2.8% | $9,852 | 加仓 |
| SCHY | SCHWAB STRATEGIC TR | $35.22万 | 0.09% | 11,100 | 1,167 | 11.7% | $3.70万 | 加仓 |
| ECL | ECOLAB INC | $34.50万 | 0.08% | 1,238 | 2 | 0.2% | $557 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $33.63万 | 0.08% | 6,331 | 43 | 0.7% | $2,284 | 加仓 |
| HON | HONEYWELL INTL INC | $33.03万 | 0.08% | 1,475 | -1,522 | -50.8% | -$34.08万 | 减仓 |
| IWP | ISHARES TR | $32.61万 | 0.08% | 2,227 | 0 | 0.0% | — | 不变 |
| HONA | HONEYWELL AEROSPACE INC | $32.61万 | 0.08% | 1,475 | 1,475 | — | $32.61万 | 新建仓 |
| SNOW | SNOWFLAKE INC | $32.60万 | 0.08% | 1,281 | 0 | 0.0% | — | 不变 |
| GEV | GE VERNOVA INC | $32.46万 | 0.08% | 276 | -6 | -2.1% | -$7,056 | 减仓 |
| FDVV | FIDELITY COVINGTON TRUST | $32.37万 | 0.08% | 5,369 | 15 | 0.3% | $904 | 加仓 |
| ASB | ASSOCIATED BANC-CORP | $32.01万 | 0.08% | 10,403 | -524 | -4.8% | -$1.61万 | 减仓 |
| IAU | ISHARES GOLD TR | $31.84万 | 0.08% | 4,217 | -42 | -1.0% | -$3,171 | 减仓 |
| MCD | MCDONALDS CORP | $31.82万 | 0.08% | 1,177 | 0 | 0.0% | — | 不变 |
| GLD | SPDR GOLD TR | $30.87万 | 0.08% | 838 | 0 | 0.0% | — | 不变 |
| BND | VANGUARD BD INDEX FDS | $30.38万 | 0.07% | 4,139 | 4,139 | — | $30.38万 | 新建仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $30.30万 | 0.07% | 2,597 | 0 | 0.0% | — | 不变 |
| RBRK | RUBRIK INC. | $30.12万 | 0.07% | 3,752 | -3,753 | -50.0% | -$30.13万 | 减仓 |
| BLK | BLACKROCK INC | $30.02万 | 0.07% | 312 | 0 | 0.0% | — | 不变 |
| IJS | ISHARES TR | $27.94万 | 0.07% | 2,044 | 1 | 0.0% | $137 | 加仓 |
| CGMS | CAPITAL GRP FIXED INCM ETF T | $27.85万 | 0.07% | 10,190 | 1,301 | 14.6% | $3.56万 | 加仓 |
| NVS | NOVARTIS AG | $27.80万 | 0.07% | 1,774 | 0 | 0.0% | — | 不变 |
| NOW | SERVICENOW INC | $27.05万 | 0.07% | 2,725 | 0 | 0.0% | — | 不变 |
| BOTZ | GLOBAL X FDS | $26.42万 | 0.06% | 6,963 | 280 | 4.2% | $1.06万 | 加仓 |
| ZM | ZOOM COMMUNICATIONS INC | $26.05万 | 0.06% | 3,018 | 2,542 | 534.0% | $21.94万 | 加仓 |
| IRM | IRON MTN INC DEL | $25.26万 | 0.06% | 2,000 | 0 | 0.0% | — | 不变 |
| PANW | PALO ALTO NETWORKS INC | $24.96万 | 0.06% | 732 | 0 | 0.0% | — | 不变 |
| DAL | DELTA AIR LINES INC | $24.27万 | 0.06% | 2,591 | 0 | 0.0% | — | 不变 |
| IWO | ISHARES TR | $24.26万 | 0.06% | 616 | 1 | 0.2% | $394 | 加仓 |
| UBS | UBS GROUP AG | $24.25万 | 0.06% | 4,894 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL CORP | $23.70万 | 0.06% | 1,733 | -117 | -6.3% | -$1.60万 | 减仓 |
| VOT | VANGUARD INDEX FDS | $23.59万 | 0.06% | 770 | 0 | 0.0% | — | 不变 |
| NTES | NETEASE COM INC | $23.33万 | 0.06% | 1,821 | 0 | 0.0% | — | 不变 |
| TMO | THERMO FISHER SCIENTIFIC INC | $23.05万 | 0.06% | 460 | 0 | 0.0% | — | 不变 |
| CGIE | CAPITAL GROUP INTERNATIONAL | $22.89万 | 0.06% | 6,224 | 0 | 0.0% | — | 不变 |
| BIP | BROOKFIELD INFRASTRUCTURE PA | $22.46万 | 0.05% | 6,154 | 0 | 0.0% | — | 不变 |
| VEU | VANGUARD INTL EQUITY INDEX F | $22.25万 | 0.05% | 2,657 | 505 | 23.5% | $4.23万 | 加仓 |
| PEP | PEPSICO INC | $22.16万 | 0.05% | 1,637 | 0 | 0.0% | — | 不变 |
| WM | WASTE MGMT INC DEL | $22.00万 | 0.05% | 987 | -865 | -46.7% | -$19.28万 | 减仓 |
| PAGS | PAGSEGURO DIGITAL LTD | $21.34万 | 0.05% | 23,575 | 54 | 0.2% | $489 | 加仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $21.33万 | 0.05% | 3,777 | 11 | 0.3% | $621 | 加仓 |
| SPGI | S&P GLOBAL INC | $21.16万 | 0.05% | 519 | 0 | 0.0% | — | 不变 |
| DTE | DTE ENERGY CO | $21.04万 | 0.05% | 1,381 | 6 | 0.4% | $914 | 加仓 |
| BA | BOEING CO | $20.87万 | 0.05% | 964 | 0 | 0.0% | — | 不变 |
| CGMU | CAPITAL GRP FIXED INCM ETF T | $20.44万 | 0.05% | 7,442 | 0 | 0.0% | — | 不变 |
| SOLV | SOLVENTUM CORP | $20.28万 | 0.05% | 2,629 | 0 | 0.0% | — | 不变 |
| VUSB | VANGUARD BD INDEX FDS | $20.12万 | 0.05% | 4,042 | 0 | 0.0% | — | 不变 |
| ADM | ARCHER DANIELS MIDLAND CO | $19.93万 | 0.05% | 2,608 | 0 | 0.0% | — | 不变 |
| VTEB | VANGUARD MUN BD FDS | $19.83万 | 0.05% | 3,921 | 0 | 0.0% | — | 不变 |
| IUSV | ISHARES TR | $19.55万 | 0.05% | 1,775 | 7 | 0.4% | $771 | 加仓 |
| HBAN | HUNTINGTON BANCSHARES INC | $19.26万 | 0.05% | 10,865 | 0 | 0.0% | — | 不变 |
| KO | COCA COLA CO | $19.14万 | 0.05% | 2,355 | 2 | 0.1% | $163 | 加仓 |
| VXF | VANGUARD INDEX FDS | $18.91万 | 0.05% | 768 | 7 | 0.9% | $1,724 | 加仓 |
| MRK | MERCK & CO INC | $18.86万 | 0.05% | 1,468 | 0 | 0.0% | — | 不变 |
| IVE | ISHARES TR | $18.79万 | 0.05% | 827 | 2 | 0.2% | $454 | 加仓 |
| CEG | CONSTELLATION ENERGY CORP | $18.63万 | 0.05% | 750 | 0 | 0.0% | — | 不变 |
| FBTC | FIDELITY WISE ORIGIN BITCOIN | $18.57万 | 0.05% | 3,637 | 0 | 0.0% | — | 不变 |
| IDHQ | INVESCO EXCH TRADED FD TR II | $18.45万 | 0.04% | 4,220 | 0 | 0.0% | — | 不变 |
| IJK | ISHARES TR | $18.37万 | 0.04% | 1,564 | 1 | 0.1% | $117 | 加仓 |
| AZN | ASTRAZENECA PLC | $17.68万 | 0.04% | 932 | 0 | 0.0% | — | 不变 |
| XYZ | BLOCK INC | $17.48万 | 0.04% | 2,300 | 0 | 0.0% | — | 不变 |
| ITOT | ISHARES TR | $17.43万 | 0.04% | 1,061 | 1 | 0.1% | $164 | 加仓 |
| RSPU | INVESCO EXCHANGE TRADED FD T | $17.13万 | 0.04% | 2,112 | 0 | 0.0% | — | 不变 |
| ICSH | ISHARES TR | $17.13万 | 0.04% | 3,386 | 31 | 0.9% | $1,568 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $17.09万 | 0.04% | 4,037 | -63 | -1.5% | -$2,667 | 减仓 |
| VXUS | VANGUARD STAR FDS | $16.82万 | 0.04% | 1,968 | 7 | 0.4% | $598 | 加仓 |
| ONC | BEONE MEDICINES LTD | $16.76万 | 0.04% | 588 | 0 | 0.0% | — | 不变 |
| EWBC | EAST WEST BANCORP INC | $16.74万 | 0.04% | 1,297 | 0 | 0.0% | — | 不变 |
| VPU | VANGUARD WORLD FD | $16.21万 | 0.04% | 828 | 0 | 0.0% | — | 不变 |
| VOE | VANGUARD INDEX FDS | $16.20万 | 0.04% | 820 | 0 | 0.0% | — | 不变 |
| PG | PROCTER & GAMBLE CO | $15.92万 | 0.04% | 1,086 | 1 | 0.1% | $147 | 加仓 |
| TRV | TRAVELERS COMPANIES INC | $15.85万 | 0.04% | 480 | 0 | 0.0% | — | 不变 |
| WEC | WEC ENERGY GROUP INC | $15.62万 | 0.04% | 1,338 | 0 | 0.0% | — | 不变 |
| ESGU | ISHARES TR | $15.62万 | 0.04% | 955 | 1 | 0.1% | $164 | 加仓 |
| DSI | ISHARES TR | $15.53万 | 0.04% | 1,091 | 2 | 0.2% | $285 | 加仓 |
| AMP | AMERIPRISE FINL INC | $15.50万 | 0.04% | 338 | 0 | 0.0% | — | 不变 |