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 |
|---|---|---|---|---|---|---|---|---|
| SPHD | INVESCO EXCH TRADED FD TR II | $6.23万 | 0.02% | 1,226 | 0 | 0.0% | — | 不变 |
| MRVL | MARVELL TECHNOLOGY INC | $6.23万 | 0.02% | 209 | 0 | 0.0% | — | 不变 |
| SDY | SPDR SERIES TRUST | $6.17万 | 0.02% | 406 | 0 | 0.0% | — | 不变 |
| XEL | XCEL ENERGY INC | $6.16万 | 0.01% | 767 | 0 | 0.0% | — | 不变 |
| TEL | TE CONNECTIVITY PLC | $6.13万 | 0.01% | 304 | 0 | 0.0% | — | 不变 |
| XLK | SELECT SECTOR SPDR TR | $6.10万 | 0.01% | 320 | 0 | 0.0% | — | 不变 |
| WDC | WESTERN DIGITAL CORP | $6.07万 | 0.01% | 95 | 0 | 0.0% | — | 不变 |
| F | FORD MTR CO | $6.03万 | 0.01% | 4,338 | 4 | 0.1% | $56 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $5.95万 | 0.01% | 1,033 | 0 | 0.0% | — | 不变 |
| XPEV | XPENG INC | $5.82万 | 0.01% | 4,399 | 0 | 0.0% | — | 不变 |
| CTAS | CINTAS CORP | $5.78万 | 0.01% | 340 | 0 | 0.0% | — | 不变 |
| NICE | NICE LTD | $5.77万 | 0.01% | 635 | 0 | 0.0% | — | 不变 |
| PFG | PRINCIPAL FINANCIAL GROUP IN | $5.77万 | 0.01% | 535 | 297 | 124.8% | $3.20万 | 加仓 |
| EMR | EMERSON ELEC CO | $5.73万 | 0.01% | 400 | 0 | 0.0% | — | 不变 |
| EOG | EOG RES INC | $5.71万 | 0.01% | 440 | -15 | -3.3% | -$1,946 | 减仓 |
| LITE | LUMENTUM HLDGS INC | $5.66万 | 0.01% | 66 | 0 | 0.0% | — | 不变 |
| IHI | ISHARES TR | $5.66万 | 0.01% | 1,146 | 0 | 0.0% | — | 不变 |
| ARKQ | ARK ETF TR | $5.64万 | 0.01% | 426 | 0 | 0.0% | — | 不变 |
| TEAM | ATLASSIAN CORPORATION | $5.59万 | 0.01% | 718 | 0 | 0.0% | — | 不变 |
| STZ | CONSTELLATION BRANDS INC | $5.56万 | 0.01% | 400 | 0 | 0.0% | — | 不变 |
| ROK | ROCKWELL AUTOMATION INC | $5.54万 | 0.01% | 112 | 0 | 0.0% | — | 不变 |
| MDLZ | MONDELEZ INTL INC | $5.46万 | 0.01% | 944 | 0 | 0.0% | — | 不变 |
| BC | BRUNSWICK CORP | $5.43万 | 0.01% | 645 | 0 | 0.0% | — | 不变 |
| ACWX | ISHARES TR | $5.42万 | 0.01% | 712 | 262 | 58.2% | $2.00万 | 加仓 |
| IWD | ISHARES TR | $5.42万 | 0.01% | 224 | 1 | 0.4% | $242 | 加仓 |
| BGGG | BAILLIE GIFFORD ETF TR | $5.31万 | 0.01% | 1,505 | 1,505 | — | $5.31万 | 新建仓 |
| FLUT | FLUTTER ENTMT PLC | $5.28万 | 0.01% | 517 | 0 | 0.0% | — | 不变 |
| DOCU | DOCUSIGN INC | $5.23万 | 0.01% | 1,178 | 0 | 0.0% | — | 不变 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $5.22万 | 0.01% | 135 | 0 | 0.0% | — | 不变 |
| MSI | MOTOROLA SOLUTIONS INC | $5.19万 | 0.01% | 125 | 0 | 0.0% | — | 不变 |
| ERIC | TELEFONAKTIEBOLAGET LM ERICS | $5.13万 | 0.01% | 4,603 | 0 | 0.0% | — | 不变 |
| CRM | SALESFORCE INC | $5.13万 | 0.01% | 327 | 0 | 0.0% | — | 不变 |
| GS | GOLDMAN SACHS GROUP INC | $5.10万 | 0.01% | 50 | 0 | 0.0% | — | 不变 |
| MOH | MOLINA HEALTHCARE INC | $5.03万 | 0.01% | 220 | 0 | 0.0% | — | 不变 |
| — | ISHARES TR | $4.96万 | 0.01% | 554 | 4 | 0.7% | $358 | 加仓 |
| UHAL/B | U HAUL HOLDING COMPANY | $4.93万 | 0.01% | 855 | 0 | 0.0% | — | 不变 |
| IBIT | ISHARES BITCOIN TRUST ETF | $4.90万 | 0.01% | 1,473 | 0 | 0.0% | — | 不变 |
| — | LIBERTY ALL-STAR GROWTH FD I | $4.89万 | 0.01% | 8,945 | 0 | 0.0% | — | 不变 |
| BLDR | BUILDERS FIRSTSOURCE INC | $4.79万 | 0.01% | 535 | 0 | 0.0% | — | 不变 |
| PYPL | PAYPAL HLDGS INC | $4.77万 | 0.01% | 1,106 | 1 | 0.1% | $43 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $4.75万 | 0.01% | 263 | 0 | 0.0% | — | 不变 |
| MAS | MASCO CORP | $4.72万 | 0.01% | 580 | 0 | 0.0% | — | 不变 |
| VEEV | VEEVA SYS INC | $4.70万 | 0.01% | 265 | 0 | 0.0% | — | 不变 |
| — | PUTNAM ETF TRUST | $4.63万 | 0.01% | 5,191 | 0 | 0.0% | — | 不变 |
| SCHF | SCHWAB STRATEGIC TR | $4.58万 | 0.01% | 1,653 | 10 | 0.6% | $277 | 加仓 |
| AGG | ISHARES TR | $4.53万 | 0.01% | 458 | 278 | 154.4% | $2.75万 | 加仓 |
| TM | TOYOTA MOTOR CORP | $4.49万 | 0.01% | 267 | 0 | 0.0% | — | 不变 |
| HWM | HOWMET AEROSPACE INC | $4.48万 | 0.01% | 166 | 0 | 0.0% | — | 不变 |
| WELL | WELLTOWER INC | $4.47万 | 0.01% | 197 | -26 | -11.7% | -$5,901 | 减仓 |
| EEM | ISHARES TR | $4.47万 | 0.01% | 653 | 1 | 0.2% | $68 | 加仓 |
| VSS | VANGUARD INTL EQUITY INDEX F | $4.43万 | 0.01% | 287 | -9 | -3.0% | -$1,388 | 减仓 |
| CP | CANADIAN PACIFIC KANSAS CITY | $4.33万 | 0.01% | 500 | 0 | 0.0% | — | 不变 |
| THG | HANOVER INS GROUP INC | $4.28万 | 0.01% | 200 | -120 | -37.5% | -$2.57万 | 减仓 |
| RIO | RIO TINTO PLC | $4.26万 | 0.01% | 449 | 6 | 1.4% | $569 | 加仓 |
| JMST | J P MORGAN EXCHANGE TRADED F | $4.25万 | 0.01% | 833 | 0 | 0.0% | — | 不变 |
| KLAC | KLA CORP | $4.24万 | 0.01% | 141 | 1 | 0.7% | $301 | 加仓 |
| CVE | CENOVUS ENERGY INC | $4.16万 | 0.01% | 1,676 | 0 | 0.0% | — | 不变 |
| SSNC | SS&C TECH HLDGS | $4.16万 | 0.01% | 670 | 0 | 0.0% | — | 不变 |
| CCI | CROWN CASTLE INC | $4.15万 | 0.01% | 549 | 5 | 0.9% | $378 | 加仓 |
| FNDA | SCHWAB STRATEGIC TR | $4.14万 | 0.01% | 1,088 | 0 | 0.0% | — | 不变 |
| HAS | HASBRO INC | $4.13万 | 0.01% | 500 | 0 | 0.0% | — | 不变 |
| APD | AIR PRODUCTS AND CHEMICALS I | $4.12万 | 0.01% | 140 | 0 | 0.0% | — | 不变 |
| CGGE | CAPITAL GROUP GLOBAL EQUITY | $4.03万 | 0.01% | 1,145 | 0 | 0.0% | — | 不变 |
| GD | GENERAL DYNAMICS CORP | $4.00万 | 0.01% | 113 | 0 | 0.0% | — | 不变 |
| RSP | INVESCO EXCHANGE TRADED FD T | $3.94万 | 0.01% | 185 | 0 | 0.0% | — | 不变 |
| IXUS | ISHARES TR | $3.92万 | 0.01% | 410 | 2 | 0.5% | $191 | 加仓 |
| ARKF | ARK ETF TR | $3.90万 | 0.01% | 989 | 0 | 0.0% | — | 不变 |
| RDDT | REDDIT INC | $3.89万 | 0.01% | 224 | 0 | 0.0% | — | 不变 |
| IJJ | ISHARES TR | $3.87万 | 0.01% | 262 | 0 | 0.0% | — | 不变 |
| FNCL | FIDELITY COVINGTON TRUST | $3.87万 | 0.01% | 505 | 0 | 0.0% | — | 不变 |
| IYF | ISHARES TR | $3.84万 | 0.01% | 301 | 0 | 0.0% | — | 不变 |
| EWJ | ISHARES INC | $3.82万 | 0.01% | 410 | 0 | 0.0% | — | 不变 |
| CYRX | CRYOPORT INC | $3.82万 | 0.01% | 2,432 | 0 | 0.0% | — | 不变 |
| ITB | ISHARES TR | $3.81万 | 0.01% | 365 | 0 | 0.0% | — | 不变 |
| CB | CHUBB LIMITED | $3.71万 | 0.01% | 109 | 0 | 0.0% | — | 不变 |
| FBT | FIRST TR EXCHANGE-TRADED FD | $3.67万 | 0.01% | 148 | 0 | 0.0% | — | 不变 |
| GMAB | GENMAB A/S | $3.66万 | 0.01% | 1,333 | 0 | 0.0% | — | 不变 |
| PRU | PRUDENTIAL FINL INC | $3.65万 | 0.01% | 338 | 0 | 0.0% | — | 不变 |
| SPSM | SPDR SERIES TRUST | $3.60万 | 0.01% | 625 | 2 | 0.3% | $115 | 加仓 |
| FTCS | FIRST TR EXCHANGE-TRADED FD | $3.58万 | 0.01% | 381 | 0 | 0.0% | — | 不变 |
| IYH | ISHARES TR | $3.55万 | 0.01% | 529 | 1 | 0.2% | $67 | 加仓 |
| COKE | COCA COLA CONS INC | $3.50万 | 0.01% | 183 | 0 | 0.0% | — | 不变 |
| PNC | PNC FINL SVCS GROUP INC | $3.50万 | 0.01% | 142 | 0 | 0.0% | — | 不变 |
| AFL | AFLAC INC | $3.44万 | 0.01% | 294 | 1 | 0.3% | $117 | 加仓 |
| PHM | PULTE GROUP INC | $3.43万 | 0.01% | 250 | 0 | 0.0% | — | 不变 |
| SPCX | SPACE EXPLORATION TECHN CORP | $3.42万 | 0.01% | 200 | 200 | — | $3.42万 | 新建仓 |
| FAST | FASTENAL CO | $3.41万 | 0.01% | 711 | 4 | 0.6% | $192 | 加仓 |
| TJX | TJX COS INC NEW | $3.39万 | 0.01% | 224 | 0 | 0.0% | — | 不变 |
| WDAY | WORKDAY INC | $3.39万 | 0.01% | 277 | 0 | 0.0% | — | 不变 |
| UL | UNILEVER PLC | $3.39万 | 0.01% | 564 | 1 | 0.2% | $60 | 加仓 |
| MPWR | MONOLITHIC PWR SYS INC | $3.38万 | 0.01% | 24 | 0 | 0.0% | — | 不变 |
| U | UNITY SOFTWARE INC | $3.33万 | 0.01% | 1,166 | 0 | 0.0% | — | 不变 |
| BSV | VANGUARD BD INDEX FDS | $3.33万 | 0.01% | 427 | 0 | 0.0% | — | 不变 |
| UPS | UNITED PARCEL SVCS INC | $3.29万 | 0.01% | 306 | 1 | 0.3% | $107 | 加仓 |
| FITB | FIFTH THIRD BANCORP | $3.22万 | 0.01% | 571 | 0 | 0.0% | — | 不变 |
| NFLX | NETFLIX INC. | $3.21万 | 0.01% | 450 | 0 | 0.0% | — | 不变 |
| FLQM | FRANKLIN TEMPLETON ETF TR | $3.21万 | 0.01% | 555 | 555 | — | $3.21万 | 新建仓 |
| TRI | THOMSON REUTERS CORP | $3.21万 | 0.01% | 393 | -7 | -1.8% | -$572 | 减仓 |
| VOOG | VANGUARD ADMIRAL FDS INC | $3.21万 | 0.01% | 388 | -20 | -4.9% | -$1,652 | 减仓 |
| TFC | TRUIST FINL CORP | $3.18万 | 0.01% | 637 | 0 | 0.0% | — | 不变 |