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 |
|---|---|---|---|---|---|---|---|---|
| MDLZ | MONDELEZ INTL INC | $5.44万 | 0.02% | 944 | 0 | 0.0% | — | 不变 |
| — | TIDAL TRUST II | $5.44万 | 0.02% | 2,447 | 0 | 0.0% | — | 不变 |
| MSI | MOTOROLA SOLUTIONS INC | $5.42万 | 0.02% | 125 | 0 | 0.0% | — | 不变 |
| TLT | ISHARES TR | $5.30万 | 0.01% | 612 | 410 | 203.0% | $3.55万 | 加仓 |
| FLUT | FLUTTER ENTMT PLC | $5.27万 | 0.01% | 517 | 0 | 0.0% | — | 不变 |
| EMR | EMERSON ELEC CO | $5.24万 | 0.01% | 400 | 0 | 0.0% | — | 不变 |
| ERIC | TELEFONAKTIEBOLAGET LM ERICS | $5.19万 | 0.01% | 4,603 | 0 | 0.0% | — | 不变 |
| CVS | CVS HEALTH CORP | $5.08万 | 0.01% | 708 | 0 | 0.0% | — | 不变 |
| F | FORD MTR CO | $5.00万 | 0.01% | 4,334 | 6 | 0.1% | $69 | 加仓 |
| PYPL | PAYPAL HLDGS INC | $5.00万 | 0.01% | 1,105 | 0 | 0.0% | — | 不变 |
| ARKG | ARK ETF TR | $4.91万 | 0.01% | 1,858 | 0 | 0.0% | — | 不变 |
| TEAM | ATLASSIAN CORPORATION | $4.90万 | 0.01% | 718 | 0 | 0.0% | — | 不变 |
| ILMN | ILLUMINA INC | $4.83万 | 0.01% | 392 | 0 | 0.0% | — | 不变 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $4.81万 | 0.01% | 123 | 0 | 0.0% | — | 不变 |
| ARKQ | ARK ETF TR | $4.80万 | 0.01% | 426 | 0 | 0.0% | — | 不变 |
| IWD | ISHARES TR | $4.76万 | 0.01% | 223 | 1 | 0.5% | $214 | 加仓 |
| BC | BRUNSWICK CORP | $4.69万 | 0.01% | 645 | 0 | 0.0% | — | 不变 |
| HAS | HASBRO INC | $4.68万 | 0.01% | 500 | 0 | 0.0% | — | 不变 |
| VEEV | VEEVA SYS INC | $4.66万 | 0.01% | 265 | 0 | 0.0% | — | 不变 |
| LITE | LUMENTUM HLDGS INC | $4.64万 | 0.01% | 66 | 0 | 0.0% | — | 不变 |
| — | ISHARES TR | $4.62万 | 0.01% | 550 | 0 | 0.0% | — | 不变 |
| — | PUTNAM ETF TRUST | $4.53万 | 0.01% | 5,191 | 0 | 0.0% | — | 不变 |
| SSNC | SS&C TECH HLDGS | $4.53万 | 0.01% | 670 | 0 | 0.0% | — | 不变 |
| CVE | CENOVUS ENERGY INC | $4.45万 | 0.01% | 1,676 | 0 | 0.0% | — | 不变 |
| ETN | EATON CORP PLC | $4.44万 | 0.01% | 124 | 0 | 0.0% | — | 不变 |
| CCI | CROWN CASTLE INC | $4.42万 | 0.01% | 544 | 4 | 0.7% | $325 | 加仓 |
| WELL | WELLTOWER INC | $4.41万 | 0.01% | 223 | -8 | -3.5% | -$1,582 | 减仓 |
| BLDR | BUILDERS FIRSTSOURCE INC | $4.40万 | 0.01% | 535 | 0 | 0.0% | — | 不变 |
| CRWD | CROWDSTRIKE HLDGS INC | $4.37万 | 0.01% | 112 | 0 | 0.0% | — | 不变 |
| PM | PHILIP MORRIS INTL INC | $4.34万 | 0.01% | 263 | 1 | 0.4% | $165 | 加仓 |
| NFLX | NETFLIX INC. | $4.33万 | 0.01% | 450 | 0 | 0.0% | — | 不变 |
| VSS | VANGUARD INTL EQUITY INDEX F | $4.32万 | 0.01% | 296 | 0 | 0.0% | — | 不变 |
| GS | GOLDMAN SACHS GROUP INC | $4.27万 | 0.01% | 50 | 0 | 0.0% | — | 不变 |
| XLK | SELECT SECTOR SPDR TR | $4.25万 | 0.01% | 320 | 0 | 0.0% | — | 不变 |
| — | LIBERTY ALL-STAR GROWTH FD I | $4.25万 | 0.01% | 8,945 | 0 | 0.0% | — | 不变 |
| JMST | J P MORGAN EXCHANGE TRADED F | $4.25万 | 0.01% | 833 | 5 | 0.6% | $255 | 加仓 |
| ACN | ACCENTURE PLC IRELAND | $4.16万 | 0.01% | 210 | 0 | 0.0% | — | 不变 |
| RIO | RIO TINTO PLC | $4.14万 | 0.01% | 443 | 0 | 0.0% | — | 不变 |
| APD | AIR PRODUCTS AND CHEMICALS I | $4.08万 | 0.01% | 140 | 0 | 0.0% | — | 不变 |
| SCHF | SCHWAB STRATEGIC TR | $4.07万 | 0.01% | 1,643 | 0 | 0.0% | — | 不变 |
| ROK | ROCKWELL AUTOMATION INC | $4.02万 | 0.01% | 112 | 0 | 0.0% | — | 不变 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $3.95万 | 0.01% | 135 | 0 | 0.0% | — | 不变 |
| CP | CANADIAN PACIFIC KANSAS CITY | $3.93万 | 0.01% | 500 | 0 | 0.0% | — | 不变 |
| GD | GENERAL DYNAMICS CORP | $3.87万 | 0.01% | 113 | 0 | 0.0% | — | 不变 |
| HWM | HOWMET AEROSPACE INC | $3.83万 | 0.01% | 166 | 0 | 0.0% | — | 不变 |
| ZM | ZOOM COMMUNICATIONS INC | $3.83万 | 0.01% | 476 | 0 | 0.0% | — | 不变 |
| UHAL/B | U HAUL HOLDING COMPANY | $3.82万 | 0.01% | 855 | 0 | 0.0% | — | 不变 |
| ARKF | ARK ETF TR | $3.76万 | 0.01% | 989 | 0 | 0.0% | — | 不变 |
| EEM | ISHARES TR | $3.70万 | 0.01% | 652 | 0 | 0.0% | — | 不变 |
| ADBE | ADOBE INC | $3.67万 | 0.01% | 151 | 0 | 0.0% | — | 不变 |
| PBR | PETROLEO BRASILEIRO S A | $3.66万 | 0.01% | 1,764 | 0 | 0.0% | — | 不变 |
| KR | KROGER CO | $3.62万 | 0.01% | 500 | 0 | 0.0% | — | 不变 |
| DOCN | DIGITALOCEAN HLDGS INC | $3.60万 | 0.01% | 420 | 0 | 0.0% | — | 不变 |
| — | THOMSON REUTERS CORP | $3.60万 | 0.01% | 400 | 0 | 0.0% | — | 不变 |
| WDAY | WORKDAY INC | $3.60万 | 0.01% | 277 | 0 | 0.0% | — | 不变 |
| TJX | TJX COS INC NEW | $3.58万 | 0.01% | 224 | 0 | 0.0% | — | 不变 |
| GMAB | GENMAB A/S | $3.58万 | 0.01% | 1,333 | 0 | 0.0% | — | 不变 |
| CB | CHUBB LTD SWITZ | $3.55万 | 0.01% | 109 | 0 | 0.0% | — | 不变 |
| RSP | INVESCO EXCHANGE TRADED FD T | $3.55万 | 0.01% | 185 | 0 | 0.0% | — | 不变 |
| IYF | ISHARES TR | $3.55万 | 0.01% | 301 | 0 | 0.0% | — | 不变 |
| FNCL | FIDELITY COVINGTON TRUST | $3.55万 | 0.01% | 505 | 2 | 0.4% | $140 | 加仓 |
| IXUS | ISHARES TR | $3.53万 | 0.01% | 408 | 0 | 0.0% | — | 不变 |
| FTCS | FIRST TR EXCHANGE-TRADED FD | $3.53万 | 0.01% | 381 | 0 | 0.0% | — | 不变 |
| FNDA | SCHWAB STRATEGIC TR | $3.53万 | 0.01% | 1,088 | 0 | 0.0% | — | 不变 |
| COKE | COCA COLA CONS INC | $3.51万 | 0.01% | 183 | 0 | 0.0% | — | 不变 |
| MAS | MASCO CORP | $3.50万 | 0.01% | 580 | 0 | 0.0% | — | 不变 |
| CGGE | CAPITAL GROUP GLOBAL EQUITY | $3.49万 | 0.01% | 1,145 | 0 | 0.0% | — | 不变 |
| IJJ | ISHARES TR | $3.47万 | 0.01% | 262 | 0 | 0.0% | — | 不变 |
| SU | SUNCOR ENERGY INC NEW | $3.46万 | 0.01% | 524 | 0 | 0.0% | — | 不变 |
| EWJ | ISHARES INC | $3.46万 | 0.01% | 410 | 0 | 0.0% | — | 不变 |
| NKE | NIKE INC | $3.39万 | 0.01% | 641 | 2 | 0.3% | $106 | 加仓 |
| BSV | VANGUARD BD INDEX FDS | $3.35万 | 0.01% | 427 | 0 | 0.0% | — | 不变 |
| ITB | ISHARES TR | $3.31万 | 0.01% | 365 | 0 | 0.0% | — | 不变 |
| PRU | PRUDENTIAL FINL INC | $3.30万 | 0.01% | 338 | 0 | 0.0% | — | 不变 |
| FAST | FASTENAL CO | $3.28万 | 0.01% | 707 | 4 | 0.6% | $186 | 加仓 |
| IYH | ISHARES TR | $3.25万 | 0.01% | 528 | 2 | 0.4% | $123 | 加仓 |
| AFL | AFLAC INC | $3.21万 | 0.01% | 293 | 1 | 0.3% | $110 | 加仓 |
| FLEX | FLEXTRONICS INTL LTD | $3.21万 | 0.01% | 490 | 0 | 0.0% | — | 不变 |
| UL | UNILEVER PLC | $3.21万 | 0.01% | 563 | 0 | 0.0% | — | 不变 |
| BP | BP PLC | $3.20万 | 0.01% | 680 | 0 | 0.0% | — | 不变 |
| PIPR | PIPER SANDLER COMPANIES | $3.15万 | 0.01% | 412 | 309 | 300.0% | $2.37万 | 加仓 |
| AVA | AVISTA CORP | $3.08万 | 0.01% | 768 | 0 | 0.0% | — | 不变 |
| ACWX | ISHARES TR | $3.08万 | 0.01% | 450 | 224 | 99.1% | $1.53万 | 加仓 |
| FISV | FISERV INC | $3.07万 | 0.01% | 550 | 0 | 0.0% | — | 不变 |
| RDDT | REDDIT INC | $3.02万 | 0.01% | 224 | 0 | 0.0% | — | 不变 |
| SPSM | SPDR SERIES TRUST | $3.01万 | 0.01% | 623 | 313 | 101.0% | $1.51万 | 加仓 |
| UPS | UNITED PARCEL SVCS INC | $3.00万 | 0.01% | 305 | 50 | 19.6% | $4,924 | 加仓 |
| GEHC | GE HEALTHCARE TECHNOLOGIES I | $2.98万 | 0.01% | 419 | -84 | -16.7% | -$5,980 | 减仓 |
| FBT | FIRST TR EXCHANGE-TRADED FD | $2.97万 | 0.01% | 148 | 0 | 0.0% | — | 不变 |
| PNC | PNC FINL SVCS GROUP INC | $2.95万 | 0.01% | 142 | 0 | 0.0% | — | 不变 |
| PHM | PULTE GROUP INC | $2.94万 | 0.01% | 250 | 0 | 0.0% | — | 不变 |
| MOH | MOLINA HEALTHCARE INC | $2.93万 | 0.01% | 220 | 0 | 0.0% | — | 不变 |
| TFC | TRUIST FINL CORP | $2.93万 | 0.01% | 637 | 0 | 0.0% | — | 不变 |
| GSK | GSK PLC | $2.85万 | 0.01% | 517 | 0 | 0.0% | — | 不变 |
| — | KRANESHARES TRUST | $2.84万 | 0.01% | 1,663 | 0 | 0.0% | — | 不变 |
| VOOG | VANGUARD ADMIRAL FDS INC | $2.77万 | 0.01% | 68 | 0 | 0.0% | — | 不变 |
| — | INVESCO EXCHANGE TRADED FD T | $2.77万 | 0.01% | 350 | 0 | 0.0% | — | 不变 |
| EXC | EXELON CORP | $2.74万 | 0.01% | 559 | 5 | 0.9% | $245 | 加仓 |
| CME | CME GROUP INC | $2.68万 | 0.01% | 91 | 0 | 0.0% | — | 不变 |
| MPWR | MONOLITHIC PWR SYS INC | $2.67万 | 0.01% | 24 | 0 | 0.0% | — | 不变 |