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 |
|---|---|---|---|---|---|---|---|---|
| TAK | TAKEDA PHARMACEUTICAL CO LTD | $2.66万 | 0.01% | 1,437 | 0 | 0.0% | — | 不变 |
| BHP | BHP BILLITON LIMITED | $2.65万 | 0.01% | 365 | 0 | 0.0% | — | 不变 |
| FITB | FIFTH THIRD BANCORP | $2.65万 | 0.01% | 571 | 0 | 0.0% | — | 不变 |
| DNOV | FIRST TR EXCHNG TRADED FD VI | $2.63万 | 0.01% | 550 | 0 | 0.0% | — | 不变 |
| XLY | SELECT SECTOR SPDR TR | $2.62万 | 0.01% | 240 | 0 | 0.0% | — | 不变 |
| FMAT | FIDELITY COVINGTON TRUST | $2.58万 | 0.01% | 448 | 1 | 0.2% | $58 | 加仓 |
| WDC | WESTERN DIGITAL CORP | $2.57万 | 0.01% | 95 | 0 | 0.0% | — | 不变 |
| IWY | ISHARES TR | $2.56万 | 0.01% | 103 | 0 | 0.0% | — | 不变 |
| DXCM | DEXCOM INC | $2.56万 | 0.01% | 408 | 0 | 0.0% | — | 不变 |
| LOGI | LOGITECH INTL S A | $2.56万 | 0.01% | 281 | 0 | 0.0% | — | 不变 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $2.56万 | 0.01% | 375 | 0 | 0.0% | — | 不变 |
| U | UNITY SOFTWARE INC | $2.56万 | 0.01% | 1,166 | 0 | 0.0% | — | 不变 |
| MKC | MCCORMICK & CO INC | $2.52万 | 0.01% | 500 | 0 | 0.0% | — | 不变 |
| KWEB | KRANESHARES TRUST | $2.51万 | 0.01% | 883 | 0 | 0.0% | — | 不变 |
| MLRG | ISHARES TR | $2.47万 | 0.01% | 275 | 1 | 0.4% | $90 | 加仓 |
| — | AMPLIFY ETF TR | $2.44万 | 0.01% | 565 | 0 | 0.0% | — | 不变 |
| ORI | OLD REP INTL CORP | $2.44万 | 0.01% | 611 | 38 | 6.6% | $1,517 | 加仓 |
| JMTG | J P MORGAN EXCHANGE TRADED F | $2.39万 | 0.01% | 468 | 5 | 1.1% | $255 | 加仓 |
| SDVY | FIRST TR EXCHANGE TRADED FD | $2.37万 | 0.01% | 600 | 0 | 0.0% | — | 不变 |
| VSNT | VERSANT MEDIA GROUP INC | $2.30万 | 0.01% | 622 | 622 | — | $2.30万 | 新建仓 |
| TD | TORONTO DOMINION BK ONT | $2.22万 | 0.01% | 238 | 0 | 0.0% | — | 不变 |
| CPNG | COUPANG INC | $2.21万 | 0.01% | 1,173 | 0 | 0.0% | — | 不变 |
| CTVA | CORTEVA INC | $2.21万 | 0.01% | 264 | 0 | 0.0% | — | 不变 |
| TCOM | TRIP COM GROUP LTD | $2.16万 | 0.01% | 434 | 0 | 0.0% | — | 不变 |
| PFG | PRINCIPAL FINANCIAL GROUP IN | $2.14万 | 0.01% | 238 | 0 | 0.0% | — | 不变 |
| SAP | SAP SE | $2.14万 | 0.01% | 125 | 0 | 0.0% | — | 不变 |
| — | ALPS ETF TR | $2.13万 | 0.01% | 521 | 0 | 0.0% | — | 不变 |
| OWL | BLUE OWL CAPITAL INC | $2.11万 | 0.01% | 2,312 | 0 | 0.0% | — | 不变 |
| MRVL | MARVELL TECHNOLOGY INC | $2.07万 | 0.01% | 209 | 0 | 0.0% | — | 不变 |
| KLAC | KLA CORP | $2.07万 | 0.01% | 14 | 0 | 0.0% | — | 不变 |
| HRL | HORMEL FOODS CORP | $2.04万 | 0.01% | 900 | 0 | 0.0% | — | 不变 |
| KMB | KIMBERLY-CLARK CORP | $2.03万 | 0.01% | 210 | 0 | 0.0% | — | 不变 |
| CYRX | CRYOPORT INC | $2.01万 | 0.01% | 2,432 | 0 | 0.0% | — | 不变 |
| GLDM | WORLD GOLD TR | $2.01万 | 0.01% | 217 | 0 | 0.0% | — | 不变 |
| — | NUSHARES ETF TR | $1.97万 | 0.01% | 641 | 641 | — | $1.97万 | 新建仓 |
| SNDK | SANDISK CORP | $1.97万 | 0.01% | 31 | 0 | 0.0% | — | 不变 |
| FDX | FEDEX CORP | $1.96万 | 0.01% | 55 | 0 | 0.0% | — | 不变 |
| AN | AUTONATION INC | $1.95万 | 0.01% | 100 | 0 | 0.0% | — | 不变 |
| FEX | FIRST TR EXCHANGE-TRADED ALP | $1.95万 | 0.01% | 160 | 0 | 0.0% | — | 不变 |
| GMED | GLOBUS MED INC | $1.92万 | 0.01% | 223 | 0 | 0.0% | — | 不变 |
| FV | FIRST TR EXCHANGE TRADED FD | $1.92万 | 0.01% | 317 | 0 | 0.0% | — | 不变 |
| SUSA | ISHARES TR | $1.91万 | 0.01% | 145 | 0 | 0.0% | — | 不变 |
| GM | GENERAL MTRS CO | $1.90万 | 0.01% | 255 | 0 | 0.0% | — | 不变 |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | $1.86万 | 0.01% | 353 | 0 | 0.0% | — | 不变 |
| IWV | ISHARES TR | $1.85万 | 0.01% | 50 | 0 | 0.0% | — | 不变 |
| — | INNOVATOR ETFS TRUST | $1.85万 | 0.01% | 554 | 0 | 0.0% | — | 不变 |
| VTRS | VIATRIS INC | $1.85万 | 0.01% | 1,366 | 0 | 0.0% | — | 不变 |
| PBW | INVESCO EXCHANGE TRADED FD T | $1.84万 | 0.01% | 584 | 1 | 0.2% | $32 | 加仓 |
| CNP | CENTERPOINT ENERGY INC | $1.84万 | 0.01% | 426 | 0 | 0.0% | — | 不变 |
| SCHB | SCHWAB STRATEGIC TR | $1.82万 | 0.01% | 725 | 2 | 0.3% | $50 | 加仓 |
| NXST | NEXSTAR MEDIA GROUP INC | $1.81万 | 0.01% | 100 | 0 | 0.0% | — | 不变 |
| COP | CONOCOPHILLIPS | $1.80万 | 0.01% | 136 | 0 | 0.0% | — | 不变 |
| AEP | AMERICAN ELEC PWR CO INC | $1.80万 | 0.01% | 137 | 0 | 0.0% | — | 不变 |
| AGG | ISHARES TR | $1.79万 | 0.00% | 180 | -10 | -5.3% | -$993 | 减仓 |
| SCCO | SOUTHERN COPPER CORP | $1.77万 | 0.00% | 103 | 0 | 0.0% | — | 不变 |
| ANET | ARISTA NETWORKS INC | $1.77万 | 0.00% | 144 | 0 | 0.0% | — | 不变 |
| TSN | TYSON FOODS INC | $1.75万 | 0.00% | 273 | 2 | 0.7% | $128 | 加仓 |
| BGRN | ISHARES TR | $1.74万 | 0.00% | 367 | 3 | 0.8% | $142 | 加仓 |
| DVY | ISHARES TR | $1.74万 | 0.00% | 115 | 0 | 0.0% | — | 不变 |
| TXN | TEXAS INSTRS INC | $1.74万 | 0.00% | 89 | 0 | 0.0% | — | 不变 |
| OSK | OSHKOSH CORP | $1.73万 | 0.00% | 118 | 1 | 0.9% | $147 | 加仓 |
| LUMN | LUMEN TECHNOLOGIES INC | $1.73万 | 0.00% | 2,494 | 0 | 0.0% | — | 不变 |
| SIVR | ABRDN SILVER ETF TRUST | $1.73万 | 0.00% | 242 | 242 | — | $1.73万 | 新建仓 |
| DRI | DARDEN RESTAURANTS INC | $1.73万 | 0.00% | 88 | 0 | 0.0% | — | 不变 |
| BDX | BECTON DICKINSON & CO | $1.72万 | 0.00% | 109 | 100 | 1,111.1% | $1.57万 | 加仓 |
| CELC | CELCUITY INC | $1.71万 | 0.00% | 150 | 0 | 0.0% | — | 不变 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $1.69万 | 0.00% | 209 | 0 | 0.0% | — | 不变 |
| — | FIDELITY ETHEREUM FD | $1.68万 | 0.00% | 804 | 0 | 0.0% | — | 不变 |
| CTSH | COGNIZANT TECHNOLOGY SOLUTIO | $1.67万 | 0.00% | 272 | 0 | 0.0% | — | 不变 |
| FNX | FIRST TR EXCHANGE-TRADED ALP | $1.67万 | 0.00% | 130 | 0 | 0.0% | — | 不变 |
| BBH | VANECK ETF TRUST | $1.65万 | 0.00% | 88 | 0 | 0.0% | — | 不变 |
| ZTS | ZOETIS INC | $1.64万 | 0.00% | 139 | 0 | 0.0% | — | 不变 |
| RPM | RPM INTL INC | $1.64万 | 0.00% | 165 | 0 | 0.0% | — | 不变 |
| TMUS | T-MOBILE US INC | $1.63万 | 0.00% | 77 | 0 | 0.0% | — | 不变 |
| PSX | PHILLIPS 66 | $1.60万 | 0.00% | 88 | 0 | 0.0% | — | 不变 |
| SHW | SHERWIN WILLIAMS CO | $1.60万 | 0.00% | 50 | -4 | -7.4% | -$1,282 | 减仓 |
| DEO | DIAGEO PLC | $1.60万 | 0.00% | 215 | 0 | 0.0% | — | 不变 |
| FIG | FIGMA INC | $1.60万 | 0.00% | 755 | 416 | 122.7% | $8,794 | 加仓 |
| MO | ALTRIA GROUP INC | $1.60万 | 0.00% | 242 | 2 | 0.8% | $132 | 加仓 |
| ADI | ANALOG DEVICES INC | $1.59万 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| LMT | LOCKHEED MARTIN CORP | $1.58万 | 0.00% | 26 | 0 | 0.0% | — | 不变 |
| — | VANECK ETF TRUST | $1.56万 | 0.00% | 605 | 0 | 0.0% | — | 不变 |
| SPYG | SPDR SERIES TRUST | $1.54万 | 0.00% | 158 | 102 | 182.1% | $9,957 | 加仓 |
| Q | QNITY ELECTRONICS INC | $1.52万 | 0.00% | 132 | 0 | 0.0% | — | 不变 |
| IQLT | ISHARES TR | $1.52万 | 0.00% | 328 | 0 | 0.0% | — | 不变 |
| EWJV | ISHARES TR | $1.51万 | 0.00% | 354 | 0 | 0.0% | — | 不变 |
| FMDE | FIDELITY COVINGTON TRUST | $1.49万 | 0.00% | 413 | 0 | 0.0% | — | 不变 |
| VV | VANGUARD INDEX FDS | $1.46万 | 0.00% | 49 | 0 | 0.0% | — | 不变 |
| WMB | WILLIAMS COS INC | $1.46万 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| ES | EVERSOURCE ENERGY | $1.45万 | 0.00% | 210 | 0 | 0.0% | — | 不变 |
| WY | WEYERHAEUSER CO | $1.44万 | 0.00% | 590 | 0 | 0.0% | — | 不变 |
| SBUX | STARBUCKS CORP | $1.43万 | 0.00% | 160 | 0 | 0.0% | — | 不变 |
| XHB | SPDR SERIES TRUST | $1.42万 | 0.00% | 144 | 0 | 0.0% | — | 不变 |
| QTWO | Q2 HLDGS INC | $1.42万 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| IUSB | ISHARES TR | $1.42万 | 0.00% | 307 | 2 | 0.7% | $92 | 加仓 |
| IDA | IDACORP INC | $1.42万 | 0.00% | 99 | 0 | 0.0% | — | 不变 |
| IR | INGERSOLL RAND INC | $1.41万 | 0.00% | 176 | 0 | 0.0% | — | 不变 |
| — | GLOBAL X FDS | $1.40万 | 0.00% | 544 | 0 | 0.0% | — | 不变 |
| FDL | FIRST TR EXCHANGE-TRADED FD | $1.40万 | 0.00% | 275 | 0 | 0.0% | — | 不变 |
| OTIS | OTIS WORLDWIDE CORP | $1.39万 | 0.00% | 180 | 0 | 0.0% | — | 不变 |