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 |
|---|---|---|---|---|---|---|---|---|
| USMV | ISHARES TR | $14.18万 | 0.04% | 1,529 | 114 | 8.1% | $1.06万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $14.07万 | 0.04% | 1,515 | -16 | -1.0% | -$1,486 | 减仓 |
| FHLC | FIDELITY COVINGTON TRUST | $14.06万 | 0.04% | 1,999 | 105 | 5.5% | $7,387 | 加仓 |
| TRV | TRAVELERS COMPANIES INC | $14.00万 | 0.04% | 480 | 100 | 26.3% | $2.92万 | 加仓 |
| EWBC | EAST WEST BANCORP INC | $13.85万 | 0.04% | 1,297 | 0 | 0.0% | — | 不变 |
| ORLY | OREILLY AUTOMOTIVE INC | $13.85万 | 0.04% | 1,500 | 0 | 0.0% | — | 不变 |
| XYZ | BLOCK INC | $13.84万 | 0.04% | 2,300 | 0 | 0.0% | — | 不变 |
| CGXU | CAPITAL GROUP INTL FOCUS EQT | $13.73万 | 0.04% | 4,655 | 0 | 0.0% | — | 不变 |
| ABNB | AIRBNB INC | $13.51万 | 0.04% | 1,070 | 0 | 0.0% | — | 不变 |
| ESGU | ISHARES TR | $13.50万 | 0.04% | 954 | 0 | 0.0% | — | 不变 |
| ITA | ISHARES TR | $13.37万 | 0.04% | 611 | 611 | — | $13.37万 | 新建仓 |
| DSI | ISHARES TR | $13.19万 | 0.04% | 1,089 | 3 | 0.3% | $363 | 加仓 |
| ARKW | ARK ETF TR | $12.64万 | 0.04% | 1,048 | 0 | 0.0% | — | 不变 |
| IMCG | ISHARES TR | $12.33万 | 0.03% | 1,565 | 2 | 0.1% | $158 | 加仓 |
| O | REALTY INCOME CORP | $12.30万 | 0.03% | 2,011 | 0 | 0.0% | — | 不变 |
| PODD | INSULET CORP | $12.00万 | 0.03% | 572 | 0 | 0.0% | — | 不变 |
| IBB | ISHARES TR | $11.82万 | 0.03% | 700 | 0 | 0.0% | — | 不变 |
| IWR | ISHARES TR | $11.80万 | 0.03% | 1,214 | 0 | 0.0% | — | 不变 |
| PANW | PALO ALTO NETWORKS INC | $11.74万 | 0.03% | 732 | 0 | 0.0% | — | 不变 |
| RCL | ROYAL CARIBBEAN GROUP | $11.70万 | 0.03% | 425 | 0 | 0.0% | — | 不变 |
| MCK | MCKESSON CORP | $11.68万 | 0.03% | 135 | -3 | -2.2% | -$2,596 | 减仓 |
| PH | PARKER-HANNIFIN CORP | $11.59万 | 0.03% | 129 | 0 | 0.0% | — | 不变 |
| CRSP | CRISPR THERAPEUTICS AG | $11.52万 | 0.03% | 2,422 | 0 | 0.0% | — | 不变 |
| VO | VANGUARD INDEX FDS | $11.22万 | 0.03% | 391 | 29 | 8.0% | $8,319 | 加仓 |
| LIN | LINDE PLC | $11.20万 | 0.03% | 226 | 0 | 0.0% | — | 不变 |
| KMI | KINDER MORGAN INC DEL | $10.70万 | 0.03% | 3,192 | 0 | 0.0% | — | 不变 |
| UNP | UNION PAC CORP | $10.59万 | 0.03% | 437 | 2 | 0.5% | $485 | 加仓 |
| ARGX | ARGENX SE | $10.59万 | 0.03% | 145 | 0 | 0.0% | — | 不变 |
| KKR | KKR & CO INC | $10.36万 | 0.03% | 1,120 | 0 | 0.0% | — | 不变 |
| RPRX | ROYALTY PHARMA PLC | $10.34万 | 0.03% | 2,155 | 0 | 0.0% | — | 不变 |
| CI | THE CIGNA GROUP | $10.14万 | 0.03% | 380 | 0 | 0.0% | — | 不变 |
| OTTR | OTTER TAIL CORP | $10.14万 | 0.03% | 1,155 | 0 | 0.0% | — | 不变 |
| RTX | RTX CORPORATION | $9.88万 | 0.03% | 512 | 150 | 41.4% | $2.89万 | 加仓 |
| ENB | ENBRIDGE INC | $9.55万 | 0.03% | 1,764 | 0 | 0.0% | — | 不变 |
| INCY | INCYTE CORP | $9.41万 | 0.03% | 1,000 | 0 | 0.0% | — | 不变 |
| TT | TRANE TECHNOLOGIES PLC | $9.38万 | 0.03% | 225 | 0 | 0.0% | — | 不变 |
| SLYG | SPDR SERIES TRUST | $9.29万 | 0.03% | 961 | 0 | 0.0% | — | 不变 |
| JD | JD.COM INC | $9.07万 | 0.03% | 3,068 | 0 | 0.0% | — | 不变 |
| ICLN | ISHARES TR | $8.98万 | 0.03% | 4,907 | 0 | 0.0% | — | 不变 |
| COIN | COINBASE GLOBAL INC | $8.96万 | 0.03% | 513 | 0 | 0.0% | — | 不变 |
| — | ADVISORSHARES TR | $8.92万 | 0.02% | 2,810 | 0 | 0.0% | — | 不变 |
| IJT | ISHARES TR | $8.84万 | 0.02% | 611 | 14 | 2.3% | $2,026 | 加仓 |
| LRN | STRIDE INC | $8.76万 | 0.02% | 994 | 0 | 0.0% | — | 不变 |
| BG | BUNGE GLOBAL SA | $8.71万 | 0.02% | 685 | 0 | 0.0% | — | 不变 |
| DTM | DT MIDSTREAM INC | $8.63万 | 0.02% | 641 | 2 | 0.3% | $269 | 加仓 |
| LOW | LOWES COS INC | $8.62万 | 0.02% | 365 | -5 | -1.4% | -$1,181 | 减仓 |
| WFC | WELLS FARGO & CO | $8.61万 | 0.02% | 1,082 | -29 | -2.6% | -$2,308 | 减仓 |
| CGHM | CAPITAL GRP FIXED INCM ETF T | $8.53万 | 0.02% | 3,367 | 2,132 | 172.6% | $5.40万 | 加仓 |
| CGUS | CAPITAL GROUP CORE EQUITY ET | $8.50万 | 0.02% | 2,212 | 0 | 0.0% | — | 不变 |
| FREL | FIDELITY COVINGTON TRUST | $8.48万 | 0.02% | 3,152 | 29 | 0.9% | $780 | 加仓 |
| ARKK | ARK ETF TR | $8.46万 | 0.02% | 1,252 | 1 | 0.1% | $68 | 加仓 |
| XLF | SELECT SECTOR SPDR TR | $8.32万 | 0.02% | 1,685 | 4 | 0.2% | $197 | 加仓 |
| — | WARNER BROS DISCOVERY INC | $8.19万 | 0.02% | 2,982 | 0 | 0.0% | — | 不变 |
| VB | VANGUARD INDEX FDS | $7.93万 | 0.02% | 303 | 15 | 5.2% | $3,928 | 加仓 |
| RSG | REPUBLIC SVCS INC | $7.93万 | 0.02% | 362 | 0 | 0.0% | — | 不变 |
| USRT | ISHARES TR | $7.81万 | 0.02% | 1,319 | 4 | 0.3% | $237 | 加仓 |
| COMT | ISHARES U S ETF TR | $7.81万 | 0.02% | 2,309 | 0 | 0.0% | — | 不变 |
| VTWO | VANGUARD SCOTTSDALE FDS | $7.76万 | 0.02% | 775 | 0 | 0.0% | — | 不变 |
| DLR | DIGITAL RLTY TR INC | $7.71万 | 0.02% | 428 | 0 | 0.0% | — | 不变 |
| ON | ON SEMICONDUCTOR CORP | $7.68万 | 0.02% | 1,240 | 0 | 0.0% | — | 不变 |
| HTHT | H WORLD GROUP LTD | $7.61万 | 0.02% | 1,514 | 0 | 0.0% | — | 不变 |
| VONG | VANGUARD SCOTTSDALE FDS | $7.54万 | 0.02% | 687 | 0 | 0.0% | — | 不变 |
| XPEV | XPENG INC | $7.53万 | 0.02% | 4,399 | 0 | 0.0% | — | 不变 |
| IWN | ISHARES TR | $7.49万 | 0.02% | 395 | 0 | 0.0% | — | 不变 |
| IYC | ISHARES TR | $7.37万 | 0.02% | 760 | 0 | 0.0% | — | 不变 |
| LRCX | LAM RESEARCH CORP | $7.33万 | 0.02% | 343 | 0 | 0.0% | — | 不变 |
| FBND | FIDELITY MERRIMACK STR TR | $7.18万 | 0.02% | 1,573 | 1,031 | 190.2% | $4.70万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $7.01万 | 0.02% | 232 | 0 | 0.0% | — | 不变 |
| NICE | NICE LTD | $7.00万 | 0.02% | 635 | 0 | 0.0% | — | 不变 |
| CSX | CSX CORP | $7.00万 | 0.02% | 1,705 | 4 | 0.2% | $164 | 加仓 |
| BAM | BROOKFIELD ASSET MANAGMT LTD | $6.86万 | 0.02% | 1,544 | 1 | 0.1% | $44 | 加仓 |
| MSTR | STRATEGY INC | $6.75万 | 0.02% | 541 | 0 | 0.0% | — | 不变 |
| EOG | EOG RES INC | $6.58万 | 0.02% | 455 | 0 | 0.0% | — | 不变 |
| ITW | ILLINOIS TOOL WKS INC | $6.47万 | 0.02% | 248 | -6 | -2.4% | -$1,564 | 减仓 |
| BX | BLACKSTONE INC | $6.44万 | 0.02% | 560 | 0 | 0.0% | — | 不变 |
| TEL | TE CONNECTIVITY PLC | $6.36万 | 0.02% | 304 | 0 | 0.0% | — | 不变 |
| IGF | ISHARES TR | $6.34万 | 0.02% | 946 | 0 | 0.0% | — | 不变 |
| NXPI | NXP SEMICONDUCTORS N V | $6.33万 | 0.02% | 321 | 0 | 0.0% | — | 不变 |
| BMY | BRISTOL-MYERS SQUIBB CO | $6.27万 | 0.02% | 1,033 | 0 | 0.0% | — | 不变 |
| C | CITIGROUP INC | $6.19万 | 0.02% | 546 | 0 | 0.0% | — | 不变 |
| IHI | ISHARES TR | $6.11万 | 0.02% | 1,146 | -301 | -20.8% | -$1.61万 | 减仓 |
| CRM | SALESFORCE INC | $6.11万 | 0.02% | 327 | 0 | 0.0% | — | 不变 |
| XEL | XCEL ENERGY INC | $6.09万 | 0.02% | 767 | 0 | 0.0% | — | 不变 |
| PSA | PUBLIC STORAGE OPER CO | $6.08万 | 0.02% | 225 | 2 | 0.9% | $541 | 加仓 |
| SPHD | INVESCO EXCH TRADED FD TR II | $6.08万 | 0.02% | 1,226 | 0 | 0.0% | — | 不变 |
| MFC | MANULIFE FINL CORP | $6.08万 | 0.02% | 1,766 | 0 | 0.0% | — | 不变 |
| STZ | CONSTELLATION BRANDS INC | $6.00万 | 0.02% | 400 | 0 | 0.0% | — | 不变 |
| SDY | SPDR SERIES TRUST | $5.92万 | 0.02% | 406 | 3 | 0.7% | $437 | 加仓 |
| XLV | SELECT SECTOR SPDR TR | $5.90万 | 0.02% | 403 | 1 | 0.2% | $147 | 加仓 |
| — | FIRST TR EXCHANGE-TRADED FD | $5.90万 | 0.02% | 2,072 | 5 | 0.2% | $142 | 加仓 |
| SOLS | SOLSTICE ADVANCED MATLS INC | $5.89万 | 0.02% | 773 | 62 | 8.7% | $4,722 | 加仓 |
| FFLG | FIDELITY COVINGTON TRUST | $5.84万 | 0.02% | 2,099 | 0 | 0.0% | — | 不变 |
| CTAS | CINTAS CORP | $5.75万 | 0.02% | 340 | 0 | 0.0% | — | 不变 |
| EMXC | ISHARES INC | $5.74万 | 0.02% | 730 | 0 | 0.0% | — | 不变 |
| IBM | INTERNATIONAL BUSINESS MACHS | $5.70万 | 0.02% | 235 | 75 | 46.9% | $1.82万 | 加仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $5.66万 | 0.02% | 1,473 | 0 | 0.0% | — | 不变 |
| DOCU | DOCUSIGN INC | $5.58万 | 0.02% | 1,178 | 0 | 0.0% | — | 不变 |
| THG | HANOVER INS GROUP INC | $5.55万 | 0.02% | 320 | 0 | 0.0% | — | 不变 |
| TM | TOYOTA MOTOR CORP | $5.50万 | 0.02% | 267 | 0 | 0.0% | — | 不变 |
| SCHX | SCHWAB STRATEGIC TR | $5.48万 | 0.02% | 2,136 | 6 | 0.3% | $154 | 加仓 |