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 |
|---|---|---|---|---|---|---|---|---|
| EME | EMCOR GROUP INC | $3.15万 | 0.01% | 38 | 38 | — | $3.15万 | 新建仓 |
| AVA | AVISTA CORP | $3.14万 | 0.01% | 768 | 0 | 0.0% | — | 不变 |
| — | INVESCO EXCHANGE TRADED FD T | $3.14万 | 0.01% | 350 | 0 | 0.0% | — | 不变 |
| ADBE | ADOBE INC | $3.10万 | 0.01% | 151 | 0 | 0.0% | — | 不变 |
| BHP | BHP BILLITON LIMITED | $3.04万 | 0.01% | 365 | 0 | 0.0% | — | 不变 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $3.04万 | 0.01% | 375 | 0 | 0.0% | — | 不变 |
| QQQM | INVESCO EXCH TRADED FD TR II | $3.02万 | 0.01% | 100 | 89 | 809.1% | $2.69万 | 加仓 |
| IWY | ISHARES TR | $2.99万 | 0.01% | 103 | 0 | 0.0% | — | 不变 |
| PIPR | PIPER SANDLER COMPANIES | $2.98万 | 0.01% | 412 | 0 | 0.0% | — | 不变 |
| TD | TORONTO DOMINION BK ONT | $2.89万 | 0.01% | 238 | 0 | 0.0% | — | 不变 |
| MLRG | ISHARES TR | $2.86万 | 0.01% | 276 | 1 | 0.4% | $104 | 加仓 |
| PBR | PETROLEO BRASILEIRO S A | $2.85万 | 0.01% | 1,764 | 0 | 0.0% | — | 不变 |
| DNOV | FIRST TR EXCHNG TRADED FD VI | $2.82万 | 0.01% | 550 | 0 | 0.0% | — | 不变 |
| XLY | SELECT SECTOR SPDR TR | $2.81万 | 0.01% | 240 | 0 | 0.0% | — | 不变 |
| SU | SUNCOR ENERGY INC NEW | $2.81万 | 0.01% | 524 | 0 | 0.0% | — | 不变 |
| KR | KROGER CO | $2.78万 | 0.01% | 500 | 0 | 0.0% | — | 不变 |
| PBW | INVESCO EXCHANGE TRADED FD T | $2.76万 | 0.01% | 709 | 125 | 21.4% | $4,873 | 加仓 |
| DXCM | DEXCOM INC | $2.75万 | 0.01% | 408 | 0 | 0.0% | — | 不变 |
| GSK | GSK PLC | $2.71万 | 0.01% | 517 | 0 | 0.0% | — | 不变 |
| FISV | FISERV INC | $2.70万 | 0.01% | 550 | 0 | 0.0% | — | 不变 |
| GEHC | GE HEALTHCARE TECHNOLOGIES I | $2.68万 | 0.01% | 419 | 0 | 0.0% | — | 不变 |
| LOGI | LOGITECH INTL S A | $2.64万 | 0.01% | 281 | 0 | 0.0% | — | 不变 |
| NKE | NIKE INC | $2.64万 | 0.01% | 644 | 3 | 0.5% | $123 | 加仓 |
| EXC | EXELON CORP | $2.63万 | 0.01% | 564 | 5 | 0.9% | $233 | 加仓 |
| FMAT | FIDELITY COVINGTON TRUST | $2.62万 | 0.01% | 449 | 1 | 0.2% | $58 | 加仓 |
| — | KRANESHARES TRUST | $2.62万 | 0.01% | 1,663 | 0 | 0.0% | — | 不变 |
| ACN | ACCENTURE PLC IRELAND | $2.61万 | 0.01% | 210 | 0 | 0.0% | — | 不变 |
| SDVY | FIRST TR EXCHANGE TRADED FD | $2.59万 | 0.01% | 600 | 0 | 0.0% | — | 不变 |
| — | AMPLIFY ETF TR | $2.53万 | 0.01% | 512 | -53 | -9.4% | -$2,620 | 减仓 |
| ORI | OLD REP INTL CORP | $2.52万 | 0.01% | 616 | 5 | 0.8% | $205 | 加仓 |
| MKC | MCCORMICK & CO INC | $2.52万 | 0.01% | 500 | 0 | 0.0% | — | 不变 |
| BP | BP PLC | $2.51万 | 0.01% | 680 | 0 | 0.0% | — | 不变 |
| ANET | ARISTA NETWORKS INC | $2.45万 | 0.01% | 144 | 0 | 0.0% | — | 不变 |
| AVLV | AMERICAN CENTY ETF TR | $2.44万 | 0.01% | 267 | 267 | — | $2.44万 | 新建仓 |
| — | CAPITAL-FORCE ETF TR | $2.41万 | 0.01% | 554 | 554 | — | $2.41万 | 新建仓 |
| FV | FIRST TR EXCHANGE TRADED FD | $2.41万 | 0.01% | 317 | 0 | 0.0% | — | 不变 |
| JMTG | J P MORGAN EXCHANGE TRADED F | $2.40万 | 0.01% | 473 | 5 | 1.1% | $253 | 加仓 |
| ZS | ZSCALER INC | $2.36万 | 0.01% | 167 | 167 | — | $2.36万 | 新建仓 |
| — | ALPS ETF TR | $2.32万 | 0.01% | 521 | 0 | 0.0% | — | 不变 |
| KMB | KIMBERLY-CLARK CORP | $2.31万 | 0.01% | 210 | 0 | 0.0% | — | 不变 |
| TAK | TAKEDA PHARMACEUTICAL CO LTD | $2.30万 | 0.01% | 1,437 | 0 | 0.0% | — | 不变 |
| SUSA | ISHARES TR | $2.24万 | 0.01% | 145 | 0 | 0.0% | — | 不变 |
| FEX | FIRST TR EXCHANGE-TRADED ALP | $2.24万 | 0.01% | 160 | 0 | 0.0% | — | 不变 |
| CTVA | CORTEVA INC | $2.24万 | 0.01% | 264 | 0 | 0.0% | — | 不变 |
| HRL | HORMEL FOODS CORP | $2.23万 | 0.01% | 900 | 0 | 0.0% | — | 不变 |
| VTRS | VIATRIS INC | $2.17万 | 0.01% | 1,366 | 0 | 0.0% | — | 不变 |
| KWEB | KRANESHARES TRUST | $2.16万 | 0.01% | 883 | 0 | 0.0% | — | 不变 |
| Q | QNITY ELECTRONICS INC | $2.16万 | 0.01% | 132 | 0 | 0.0% | — | 不变 |
| VSNT | VERSANT MEDIA GROUP INC | $2.13万 | 0.01% | 592 | -30 | -4.8% | -$1,081 | 减仓 |
| IWV | ISHARES TR | $2.13万 | 0.01% | 50 | 0 | 0.0% | — | 不变 |
| SCHB | SCHWAB STRATEGIC TR | $2.10万 | 0.01% | 727 | 2 | 0.3% | $58 | 加仓 |
| — | NUSHARES ETF TR | $2.10万 | 0.01% | 644 | 3 | 0.5% | $98 | 加仓 |
| CPNG | COUPANG INC | $2.04万 | 0.00% | 1,173 | 0 | 0.0% | — | 不变 |
| OWL | BLUE OWL CAPITAL INC | $2.02万 | 0.00% | 2,312 | 0 | 0.0% | — | 不变 |
| OKTA | OKTA INC | $2.01万 | 0.00% | 147 | 0 | 0.0% | — | 不变 |
| CME | CME GROUP INC | $2.01万 | 0.00% | 91 | 0 | 0.0% | — | 不变 |
| ADI | ANALOG DEVICES INC | $1.99万 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| GM | GENERAL MTRS CO | $1.97万 | 0.00% | 255 | 0 | 0.0% | — | 不变 |
| SAP | SAP SE | $1.93万 | 0.00% | 125 | 0 | 0.0% | — | 不变 |
| LUMN | LUMEN TECHNOLOGIES INC | $1.92万 | 0.00% | 2,494 | 0 | 0.0% | — | 不变 |
| FNX | FIRST TR EXCHANGE-TRADED ALP | $1.90万 | 0.00% | 130 | 0 | 0.0% | — | 不变 |
| AN | AUTONATION INC | $1.86万 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| RPM | RPM INTL INC | $1.83万 | 0.00% | 165 | 0 | 0.0% | — | 不变 |
| OSK | OSHKOSH CORP | $1.82万 | 0.00% | 118 | 0 | 0.0% | — | 不变 |
| DRI | DARDEN RESTAURANTS INC | $1.81万 | 0.00% | 88 | 0 | 0.0% | — | 不变 |
| SCCO | SOUTHERN COPPER CORP | $1.81万 | 0.00% | 104 | 1 | 1.0% | $174 | 加仓 |
| DVY | ISHARES TR | $1.80万 | 0.00% | 115 | 0 | 0.0% | — | 不变 |
| BBH | VANECK ETF TRUST | $1.79万 | 0.00% | 88 | 0 | 0.0% | — | 不变 |
| NXST | NEXSTAR MEDIA GROUP INC | $1.79万 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| GMED | GLOBUS MED INC | $1.76万 | 0.00% | 223 | 0 | 0.0% | — | 不变 |
| BGRN | ISHARES TR | $1.76万 | 0.00% | 371 | 4 | 1.1% | $190 | 加仓 |
| MO | ALTRIA GROUP INC | $1.75万 | 0.00% | 243 | 1 | 0.4% | $72 | 加仓 |
| TCOM | TRIP COM GROUP LTD | $1.73万 | 0.00% | 434 | 0 | 0.0% | — | 不变 |
| DEO | DIAGEO PLC | $1.73万 | 0.00% | 215 | 0 | 0.0% | — | 不变 |
| GLDM | WORLD GOLD TR | $1.72万 | 0.00% | 217 | 0 | 0.0% | — | 不变 |
| FDX | FEDEX CORP | $1.72万 | 0.00% | 55 | 0 | 0.0% | — | 不变 |
| SHW | SHERWIN WILLIAMS CO | $1.72万 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $1.70万 | 0.00% | 209 | 0 | 0.0% | — | 不变 |
| VV | VANGUARD INDEX FDS | $1.69万 | 0.00% | 49 | 0 | 0.0% | — | 不变 |
| DELL | DELL TECHNOLOGIES INC | $1.68万 | 0.00% | 39 | 0 | 0.0% | — | 不变 |
| CNP | CENTERPOINT ENERGY INC | $1.68万 | 0.00% | 382 | -44 | -10.3% | -$1,938 | 减仓 |
| XAR | SPDR SERIES TRUST | $1.67万 | 0.00% | 59 | 33 | 126.9% | $9,366 | 加仓 |
| XHB | SPDR SERIES TRUST | $1.66万 | 0.00% | 144 | 0 | 0.0% | — | 不变 |
| BDX | BECTON DICKINSON & CO | $1.65万 | 0.00% | 109 | 0 | 0.0% | — | 不变 |
| SBUX | STARBUCKS CORP | $1.64万 | 0.00% | 160 | 0 | 0.0% | — | 不变 |
| AEP | AMERICAN ELEC PWR CO INC | $1.63万 | 0.00% | 119 | -18 | -13.1% | -$2,463 | 减仓 |
| IQLT | ISHARES TR | $1.63万 | 0.00% | 328 | 0 | 0.0% | — | 不变 |
| MRNA | MODERNA INC | $1.61万 | 0.00% | 230 | 0 | 0.0% | — | 不变 |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | $1.61万 | 0.00% | 353 | 0 | 0.0% | — | 不变 |
| CGNG | CAPITAL GROUP NEW GEOGRAPHY | $1.58万 | 0.00% | 422 | 0 | 0.0% | — | 不变 |
| TSN | TYSON FOODS INC | $1.58万 | 0.00% | 276 | 3 | 1.1% | $172 | 加仓 |
| EWJV | ISHARES TR | $1.57万 | 0.00% | 357 | 3 | 0.8% | $132 | 加仓 |
| CELC | CELCUITY INC | $1.57万 | 0.00% | 150 | 0 | 0.0% | — | 不变 |
| — | VANECK ETF TRUST | $1.55万 | 0.00% | 605 | 0 | 0.0% | — | 不变 |
| IGV | ISHARES TR | $1.54万 | 0.00% | 170 | 0 | 0.0% | — | 不变 |
| ES | EVERSOURCE ENERGY | $1.52万 | 0.00% | 210 | 0 | 0.0% | — | 不变 |
| IDA | IDACORP INC | $1.50万 | 0.00% | 99 | 0 | 0.0% | — | 不变 |
| PSX | PHILLIPS 66 | $1.49万 | 0.00% | 88 | 0 | 0.0% | — | 不变 |
| WMB | WILLIAMS COS INC | $1.49万 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| DOC | HEALTHPEAK PROPERTIES INC | $1.47万 | 0.00% | 688 | 0 | 0.0% | — | 不变 |