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 |
|---|---|---|---|---|---|---|---|---|
| FHLC | FIDELITY COVINGTON TRUST | $15.49万 | 0.04% | 2,005 | 6 | 0.3% | $463 | 加仓 |
| IMCG | ISHARES TR | $15.40万 | 0.04% | 1,567 | 2 | 0.1% | $197 | 加仓 |
| SGOV | ISHARES TR | $15.32万 | 0.04% | 1,522 | 13 | 0.9% | $1,309 | 加仓 |
| ABNB | AIRBNB INC | $15.31万 | 0.04% | 1,070 | 0 | 0.0% | — | 不变 |
| STNE | STONECO LTD | $15.26万 | 0.04% | 14,082 | 404 | 3.0% | $4,379 | 加仓 |
| ARKW | ARK ETF TR | $15.18万 | 0.04% | 1,048 | 0 | 0.0% | — | 不变 |
| FIW | FIRST TR EXCHANGE-TRADED FD | $15.12万 | 0.04% | 1,380 | 0 | 0.0% | — | 不变 |
| CGXU | CAPITAL GROUP INTL FOCUS EQT | $14.95万 | 0.04% | 4,318 | -337 | -7.2% | -$1.17万 | 减仓 |
| USMV | ISHARES TR | $14.93万 | 0.04% | 1,548 | 19 | 1.2% | $1,832 | 加仓 |
| LRCX | LAM RESEARCH CORP | $14.86万 | 0.04% | 343 | 0 | 0.0% | — | 不变 |
| ITA | ISHARES TR | $14.81万 | 0.04% | 611 | 0 | 0.0% | — | 不变 |
| XLP | SELECT SECTOR SPDR TR | $14.65万 | 0.04% | 1,764 | 0 | 0.0% | — | 不变 |
| ORLY | OREILLY AUTOMOTIVE INC | $13.81万 | 0.03% | 1,500 | 0 | 0.0% | — | 不变 |
| RCL | ROYAL CARIBBEAN GROUP | $13.50万 | 0.03% | 425 | 0 | 0.0% | — | 不变 |
| ARGX | ARGENX SE | $13.45万 | 0.03% | 145 | 0 | 0.0% | — | 不变 |
| BEPC | BROOKFIELD RENEWABLE CORP | $13.41万 | 0.03% | 3,612 | 0 | 0.0% | — | 不变 |
| IWR | ISHARES TR | $13.40万 | 0.03% | 1,214 | 0 | 0.0% | — | 不变 |
| IBB | ISHARES TR | $13.32万 | 0.03% | 700 | 0 | 0.0% | — | 不变 |
| CRSP | CRISPR THERAPEUTICS AG | $13.21万 | 0.03% | 2,422 | 0 | 0.0% | — | 不变 |
| MSTR | STRATEGY INC | $12.80万 | 0.03% | 1,472 | 931 | 172.1% | $8.09万 | 加仓 |
| PH | PARKER-HANNIFIN CORP | $12.66万 | 0.03% | 129 | 0 | 0.0% | — | 不变 |
| VO | VANGUARD INDEX FDS | $12.60万 | 0.03% | 1,563 | -1 | -0.1% | -$81 | 减仓 |
| NEE | NEXTERA ENERGY INC | $12.52万 | 0.03% | 1,426 | -89 | -5.9% | -$7,812 | 减仓 |
| O | REALTY INCOME CORP | $12.46万 | 0.03% | 2,011 | 0 | 0.0% | — | 不变 |
| XLF | SELECT SECTOR SPDR TR | $12.16万 | 0.03% | 2,268 | 583 | 34.6% | $3.13万 | 加仓 |
| RPRX | ROYALTY PHARMA PLC | $12.08万 | 0.03% | 2,155 | 0 | 0.0% | — | 不变 |
| UNP | UNION PAC CORP | $11.91万 | 0.03% | 438 | 1 | 0.2% | $272 | 加仓 |
| REGN | REGENERON PHARMACEUTICALS | $11.91万 | 0.03% | 191 | 0 | 0.0% | — | 不变 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $11.87万 | 0.03% | 123 | 0 | 0.0% | — | 不变 |
| LIN | LINDE PLC | $11.73万 | 0.03% | 226 | 0 | 0.0% | — | 不变 |
| ON | ON SEMICONDUCTOR CORP | $11.72万 | 0.03% | 1,240 | 0 | 0.0% | — | 不变 |
| INCY | INCYTE CORP | $11.34万 | 0.03% | 1,000 | 0 | 0.0% | — | 不变 |
| TT | TRANE TECHNOLOGIES PLC | $11.05万 | 0.03% | 225 | 0 | 0.0% | — | 不变 |
| MFC | MANULIFE FINL CORP | $11.05万 | 0.03% | 2,728 | 962 | 54.5% | $3.90万 | 加仓 |
| BABA | ALIBABA GROUP HLDG LTD | $10.94万 | 0.03% | 1,139 | 0 | 0.0% | — | 不变 |
| IJT | ISHARES TR | $10.89万 | 0.03% | 610 | -1 | -0.2% | -$179 | 减仓 |
| ICLN | ISHARES TR | $10.54万 | 0.03% | 5,146 | 239 | 4.9% | $4,898 | 加仓 |
| CI | THE CIGNA GROUP | $10.48万 | 0.03% | 380 | 0 | 0.0% | — | 不变 |
| OTTR | OTTER TAIL CORP | $10.39万 | 0.03% | 1,155 | 0 | 0.0% | — | 不变 |
| SLYG | SPDR SERIES TRUST | $10.34万 | 0.03% | 868 | -93 | -9.7% | -$1.11万 | 减仓 |
| KKR | KKR & CO INC | $10.28万 | 0.03% | 1,120 | 0 | 0.0% | — | 不变 |
| KMI | KINDER MORGAN INC DEL | $10.20万 | 0.02% | 3,192 | 0 | 0.0% | — | 不变 |
| MCK | MCKESSON CORP | $10.20万 | 0.02% | 135 | 0 | 0.0% | — | 不变 |
| ARKK | ARK ETF TR | $10.12万 | 0.02% | 1,252 | 0 | 0.0% | — | 不变 |
| VB | VANGUARD INDEX FDS | $9.98万 | 0.02% | 329 | 26 | 8.6% | $7,888 | 加仓 |
| CGUS | CAPITAL GROUP CORE EQUITY ET | $9.85万 | 0.02% | 2,214 | 2 | 0.1% | $89 | 加仓 |
| FMDE | FIDELITY COVINGTON TRUST | $9.79万 | 0.02% | 2,413 | 2,000 | 484.3% | $8.12万 | 加仓 |
| RTX | RTX CORPORATION | $9.71万 | 0.02% | 512 | 0 | 0.0% | — | 不变 |
| ENB | ENBRIDGE INC | $9.56万 | 0.02% | 1,764 | 0 | 0.0% | — | 不变 |
| DTM | DT MIDSTREAM INC | $9.44万 | 0.02% | 643 | 2 | 0.3% | $294 | 加仓 |
| VTWO | VANGUARD SCOTTSDALE FDS | $9.40万 | 0.02% | 775 | 0 | 0.0% | — | 不变 |
| — | ADVISORSHARES TR | $9.36万 | 0.02% | 2,810 | 0 | 0.0% | — | 不变 |
| FREL | FIDELITY COVINGTON TRUST | $9.32万 | 0.02% | 3,181 | 29 | 0.9% | $850 | 加仓 |
| FBND | FIDELITY MERRIMACK STR TR | $9.29万 | 0.02% | 2,042 | 469 | 29.8% | $2.13万 | 加仓 |
| CVX | CHEVRON CORPORATION | $9.09万 | 0.02% | 549 | -411 | -42.8% | -$6.81万 | 减仓 |
| NXPI | NXP SEMICONDUCTORS N V | $9.03万 | 0.02% | 321 | 0 | 0.0% | — | 不变 |
| TLT | ISHARES TR | $8.97万 | 0.02% | 1,037 | 425 | 69.4% | $3.67万 | 加仓 |
| WFC | WELLS FARGO & CO | $8.94万 | 0.02% | 1,082 | 0 | 0.0% | — | 不变 |
| USRT | ISHARES TR | $8.82万 | 0.02% | 1,327 | 8 | 0.6% | $532 | 加仓 |
| IWN | ISHARES TR | $8.75万 | 0.02% | 396 | 1 | 0.3% | $221 | 加仓 |
| CGHM | CAPITAL GRP FIXED INCM ETF T | $8.74万 | 0.02% | 3,380 | 13 | 0.4% | $336 | 加仓 |
| PODD | INSULET CORP | $8.71万 | 0.02% | 572 | 0 | 0.0% | — | 不变 |
| LRN | STRIDE INC | $8.57万 | 0.02% | 994 | 0 | 0.0% | — | 不变 |
| CRWD | CROWDSTRIKE HLDGS INC | $8.55万 | 0.02% | 112 | 0 | 0.0% | — | 不变 |
| VONG | VANGUARD SCOTTSDALE FDS | $8.40万 | 0.02% | 657 | -30 | -4.4% | -$3,836 | 减仓 |
| CSX | CSX CORP | $8.12万 | 0.02% | 1,709 | 4 | 0.2% | $190 | 加仓 |
| LOW | LOWES COS INC | $8.05万 | 0.02% | 365 | 0 | 0.0% | — | 不变 |
| — | WARNER BROS DISCOVERY INC | $7.95万 | 0.02% | 2,982 | 0 | 0.0% | — | 不变 |
| FLEX | FLEX LTD | $7.94万 | 0.02% | 490 | 0 | 0.0% | — | 不变 |
| AXP | AMERICAN EXPRESS CO | $7.85万 | 0.02% | 232 | 0 | 0.0% | — | 不变 |
| JD | JD.COM INC | $7.82万 | 0.02% | 3,068 | 0 | 0.0% | — | 不变 |
| ARKG | ARK ETF TR | $7.82万 | 0.02% | 1,858 | 0 | 0.0% | — | 不变 |
| RSG | REPUBLIC SVCS INC | $7.71万 | 0.02% | 362 | 0 | 0.0% | — | 不变 |
| DLR | DIGITAL RLTY TR INC | $7.69万 | 0.02% | 428 | 0 | 0.0% | — | 不变 |
| IYC | ISHARES TR | $7.68万 | 0.02% | 760 | 0 | 0.0% | — | 不变 |
| C | CITIGROUP INC | $7.64万 | 0.02% | 546 | 0 | 0.0% | — | 不变 |
| EMXC | ISHARES INC | $7.51万 | 0.02% | 734 | 4 | 0.5% | $409 | 加仓 |
| COIN | COINBASE GLOBAL INC | $7.50万 | 0.02% | 513 | 0 | 0.0% | — | 不变 |
| XLV | SELECT SECTOR SPDR TR | $7.40万 | 0.02% | 466 | 63 | 15.6% | $9,998 | 加仓 |
| CVS | CVS HEALTH CORP | $7.32万 | 0.02% | 708 | 0 | 0.0% | — | 不变 |
| BG | BUNGE GLOBAL SA | $7.31万 | 0.02% | 685 | 0 | 0.0% | — | 不变 |
| FFLG | FIDELITY COVINGTON TRUST | $7.28万 | 0.02% | 2,099 | 0 | 0.0% | — | 不变 |
| PSA | PUBLIC STORAGE | $7.18万 | 0.02% | 226 | 1 | 0.4% | $318 | 加仓 |
| SNDK | SANDISK CORP | $7.05万 | 0.02% | 31 | 0 | 0.0% | — | 不变 |
| COMT | ISHARES U S ETF TR | $7.01万 | 0.02% | 2,309 | 0 | 0.0% | — | 不变 |
| BAM | BROOKFIELD ASSET MANAGMT LTD | $6.92万 | 0.02% | 1,544 | 0 | 0.0% | — | 不变 |
| ILMN | ILLUMINA INC | $6.89万 | 0.02% | 392 | 0 | 0.0% | — | 不变 |
| SOLS | SOLSTICE ADVANCED MATLS INC | $6.77万 | 0.02% | 764 | -9 | -1.2% | -$797 | 减仓 |
| ITW | ILLINOIS TOOL WKS INC | $6.72万 | 0.02% | 248 | 0 | 0.0% | — | 不变 |
| IGSB | ISHARES TR | $6.71万 | 0.02% | 1,279 | -2,237 | -63.6% | -$11.73万 | 减仓 |
| TMDX | TRANSMEDICS GROUP INC | $6.64万 | 0.02% | 1,000 | 1,000 | — | $6.64万 | 新建仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $6.61万 | 0.02% | 235 | 0 | 0.0% | — | 不变 |
| BX | BLACKSTONE INC | $6.59万 | 0.02% | 560 | 0 | 0.0% | — | 不变 |
| — | FIRST TR EXCHANGE-TRADED FD | $6.59万 | 0.02% | 2,079 | 7 | 0.3% | $222 | 加仓 |
| — | TIDAL TRUST II | $6.38万 | 0.02% | 2,447 | 0 | 0.0% | — | 不变 |
| HTHT | H WORLD GROUP LTD | $6.32万 | 0.02% | 1,514 | 0 | 0.0% | — | 不变 |
| SCHX | SCHWAB STRATEGIC TR | $6.30万 | 0.02% | 2,141 | 5 | 0.2% | $147 | 加仓 |
| IGF | ISHARES TR | $6.30万 | 0.02% | 946 | 0 | 0.0% | — | 不变 |
| DOCN | DIGITALOCEAN HLDGS INC | $6.28万 | 0.02% | 400 | -20 | -4.8% | -$3,141 | 减仓 |
| ETN | EATON CORP PLC | $6.26万 | 0.02% | 147 | 23 | 18.5% | $9,801 | 加仓 |