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 |
|---|---|---|---|---|---|---|---|---|
| NOC | NORTHROP GRUMMAN CORP | $1.36万 | 0.00% | 20 | -3 | -13.0% | -$2,047 | 减仓 |
| SLV | ISHARES SILVER TR | $1.36万 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| IGV | ISHARES TR | $1.36万 | 0.00% | 170 | 0 | 0.0% | — | 不变 |
| FXN | FIRST TR EXCHANGE-TRADED FD | $1.35万 | 0.00% | 600 | 0 | 0.0% | — | 不变 |
| BF/A | BROWN FORMAN CORP | $1.34万 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| CGNG | CAPITAL GROUP NEW GEOGRAPHY | $1.33万 | 0.00% | 422 | 274 | 185.1% | $8,650 | 加仓 |
| LRGE | LEGG MASON ETF INVT | $1.29万 | 0.00% | 171 | 0 | 0.0% | — | 不变 |
| SCZ | ISHARES TR | $1.25万 | 0.00% | 160 | 0 | 0.0% | — | 不变 |
| SOFI | SOFI TECHNOLOGIES INC | $1.23万 | 0.00% | 775 | 0 | 0.0% | — | 不变 |
| VRP | INVESCO EXCH TRADED FD TR II | $1.21万 | 0.00% | 505 | 0 | 0.0% | — | 不变 |
| — | DUPONT DE NEMOURS INC | $1.21万 | 0.00% | 264 | 0 | 0.0% | — | 不变 |
| TTE | TOTALENERGIES SE | $1.20万 | 0.00% | 132 | 0 | 0.0% | — | 不变 |
| FYX | FIRST TR EXCHANGE-TRADED ALP | $1.19万 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| VFC | V F CORP | $1.19万 | 0.00% | 700 | 0 | 0.0% | — | 不变 |
| — | INVESCO EXCHANGE TRADED FD T | $1.18万 | 0.00% | 434 | 3 | 0.7% | $81 | 加仓 |
| MRNA | MODERNA INC | $1.17万 | 0.00% | 230 | 0 | 0.0% | — | 不变 |
| MET | METLIFE INC | $1.16万 | 0.00% | 164 | 0 | 0.0% | — | 不变 |
| OKTA | OKTA INC | $1.16万 | 0.00% | 147 | 0 | 0.0% | — | 不变 |
| ACGL | ARCH CAP GROUP LTD | $1.14万 | 0.00% | 119 | 0 | 0.0% | — | 不变 |
| DOC | HEALTHPEAK PROPERTIES INC | $1.13万 | 0.00% | 688 | 0 | 0.0% | — | 不变 |
| FMX | FOMENTO ECONOMICO MEXICANO S | $1.11万 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| CE | CELANESE CORP DEL | $1.08万 | 0.00% | 164 | 0 | 0.0% | — | 不变 |
| DBEF | DBX ETF TR | $1.04万 | 0.00% | 210 | 0 | 0.0% | — | 不变 |
| FCG | FIRST TR EXCHANGE-TRADED FD | $1.03万 | 0.00% | 324 | 0 | 0.0% | — | 不变 |
| NXT | NEXTPOWER INC | $1.01万 | 0.00% | 84 | 0 | 0.0% | — | 不变 |
| BLOK | AMPLIFY ETF TR | $1.01万 | 0.00% | 203 | 0 | 0.0% | — | 不变 |
| PAM | PAMPA ENERGIA SA | $1.01万 | 0.00% | 114 | 0 | 0.0% | — | 不变 |
| KTB | KONTOOR BRANDS INC | $9,981 | 0.00% | 142 | 0 | 0.0% | — | 不变 |
| MMYT | MAKEMYTRIP LIMITED MAURITIUS | $9,733 | 0.00% | 261 | 0 | 0.0% | — | 不变 |
| SPG | SIMON PPTY GROUP INC NEW | $9,629 | 0.00% | 52 | 0 | 0.0% | — | 不变 |
| — | EXCHANGE TRADED CONCEPTS TRU | $9,613 | 0.00% | 291 | 0 | 0.0% | — | 不变 |
| ALLE | ALLEGION PLC | $9,589 | 0.00% | 66 | 0 | 0.0% | — | 不变 |
| TDOC | TELADOC HEALTH INC | $9,540 | 0.00% | 10,000 | 0 | 0.0% | — | 不变 |
| FXH | FIRST TR EXCHANGE-TRADED FD | $9,330 | 0.00% | 85 | 0 | 0.0% | — | 不变 |
| TIP | ISHARES TR | $9,299 | 0.00% | 84 | 0 | 0.0% | — | 不变 |
| DG | DOLLAR GEN CORP | $9,142 | 0.00% | 77 | 0 | 0.0% | — | 不变 |
| DGRW | WISDOMTREE TR | $9,135 | 0.00% | 104 | 0 | 0.0% | — | 不变 |
| ALL | ALLSTATE CORP | $9,123 | 0.00% | 44 | 0 | 0.0% | — | 不变 |
| CIBR | FIRST TR EXCHANGE-TRADED FD | $9,089 | 0.00% | 145 | 0 | 0.0% | — | 不变 |
| RWR | SPDR SERIES TRUST | $9,087 | 0.00% | 90 | 0 | 0.0% | — | 不变 |
| DOW | DOW HLDGS INC | $9,080 | 0.00% | 218 | 0 | 0.0% | — | 不变 |
| SW | SMURFIT WESTROCK PLC | $8,926 | 0.00% | 224 | 0 | 0.0% | — | 不变 |
| AXON | AXON ENTERPRISE INC | $8,918 | 0.00% | 21 | 0 | 0.0% | — | 不变 |
| PATK | PATRICK INDS INC | $8,881 | 0.00% | 80 | 0 | 0.0% | — | 不变 |
| AMT | AMERICAN TOWER CORP | $8,629 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| XLRE | SELECT SECTOR SPDR TR | $8,609 | 0.00% | 211 | 2 | 1.0% | $82 | 加仓 |
| MS | MORGAN STANLEY | $8,450 | 0.00% | 51 | 0 | 0.0% | — | 不变 |
| PDD | PDD HOLDINGS INC | $8,277 | 0.00% | 81 | 0 | 0.0% | — | 不变 |
| PNW | PINNACLE WEST CAP CORP | $8,161 | 0.00% | 81 | 0 | 0.0% | — | 不变 |
| HPQ | HP INC | $8,014 | 0.00% | 417 | 1 | 0.2% | $19 | 加仓 |
| FXL | FIRST TR EXCHANGE-TRADED FD | $7,944 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| LEN | LENNAR CORP | $7,816 | 0.00% | 90 | 0 | 0.0% | — | 不变 |
| QTEC | FIRST TR EXCHANGE-TRADED FD | $7,559 | 0.00% | 35 | 0 | 0.0% | — | 不变 |
| IFF | INTERNATIONAL FLAVORS&FRAGRA | $7,255 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| FIS | FIDELITY NATL INFORMATION SV | $7,171 | 0.00% | 153 | 1 | 0.7% | $47 | 加仓 |
| CCEP | COCA-COLA EUROPACIFIC PARTNE | $7,163 | 0.00% | 79 | 0 | 0.0% | — | 不变 |
| QCLN | FIRST TR EXCHANGE-TRADED FD | $7,139 | 0.00% | 154 | 0 | 0.0% | — | 不变 |
| SFD | SMITHFIELD FOODS INC | $6,993 | 0.00% | 250 | 0 | 0.0% | — | 不变 |
| — | GRAYSCALE ETHEREUM STAKING E | $6,947 | 0.00% | 407 | 0 | 0.0% | — | 不变 |
| BKH | BLACK HILLS CORP | $6,941 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| BNS | BANK NOVA SCOTIA B C | $6,931 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| — | GRAYSCALE COINDESK CRYPTO | $6,893 | 0.00% | 221 | 0 | 0.0% | — | 不变 |
| MAR | MARRIOTT INTL INC NEW | $6,868 | 0.00% | 21 | -3 | -12.5% | -$981 | 减仓 |
| WST | WEST PHARMACEUTICAL SVSC INC | $6,824 | 0.00% | 27 | 0 | 0.0% | — | 不变 |
| XAR | SPDR SERIES TRUST | $6,603 | 0.00% | 26 | 0 | 0.0% | — | 不变 |
| LNT | ALLIANT ENERGY CORP | $6,602 | 0.00% | 92 | 0 | 0.0% | — | 不变 |
| BMO | BANK MONTREAL MEDIUM | $6,551 | 0.00% | 48 | 0 | 0.0% | — | 不变 |
| XLU | SELECT SECTOR SPDR TR | $6,516 | 0.00% | 142 | 0 | 0.0% | — | 不变 |
| DELL | DELL TECHNOLOGIES INC | $6,401 | 0.00% | 39 | 0 | 0.0% | — | 不变 |
| EEMV | ISHARES INC | $6,285 | 0.00% | 97 | 0 | 0.0% | — | 不变 |
| HLN | HALEON PLC | $6,284 | 0.00% | 628 | 0 | 0.0% | — | 不变 |
| FNDC | SCHWAB STRATEGIC TR | $6,259 | 0.00% | 135 | 0 | 0.0% | — | 不变 |
| CCL | CARNIVAL CORP | $6,211 | 0.00% | 240 | 0 | 0.0% | — | 不变 |
| — | GRAY MEDIA INC | $6,205 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| ROST | ROSS STORES INC | $5,977 | 0.00% | 28 | 0 | 0.0% | — | 不变 |
| SCHA | SCHWAB STRATEGIC TR | $5,903 | 0.00% | 203 | 0 | 0.0% | — | 不变 |
| NCLH | NORWEGIAN CRUISE LINE HLDGS | $5,891 | 0.00% | 315 | 0 | 0.0% | — | 不变 |
| ZBH | ZIMMER BIOMET HOLDINGS INC | $5,877 | 0.00% | 65 | 0 | 0.0% | — | 不变 |
| CX | CEMEX SA EURO MTN BE 144A | $5,720 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| — | WEREWOLF THERAPEUTICS INC | $5,620 | 0.00% | 6,750 | 0 | 0.0% | — | 不变 |
| SO | SOUTHERN CO | $5,592 | 0.00% | 58 | 0 | 0.0% | — | 不变 |
| WHR | WHIRLPOOL CORP | $5,392 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| RUNN | STRATEGIC TRUST | $5,303 | 0.00% | 165 | 0 | 0.0% | — | 不变 |
| TOST | TOAST INC | $5,302 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| HSY | HERSHEY CO | $5,278 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| HOOD | ROBINHOOD MKTS INC | $5,198 | 0.00% | 75 | 0 | 0.0% | — | 不变 |
| EW | EDWARDS LIFESCIENCES CORP | $4,965 | 0.00% | 62 | 0 | 0.0% | — | 不变 |
| VRTX | VERTEX PHARMACEUTICALS INC | $4,912 | 0.00% | 11 | 11 | — | $4,912 | 新建仓 |
| BEP | BROOKFIELD RENEWABLE ENERGY | $4,896 | 0.00% | 150 | 0 | 0.0% | — | 不变 |
| RIVN | RIVIAN AUTOMOTIVE INC | $4,891 | 0.00% | 325 | 0 | 0.0% | — | 不变 |
| ASAN | ASANA INC | $4,832 | 0.00% | 755 | 0 | 0.0% | — | 不变 |
| SNY | SANOFI SA | $4,818 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| GRAL | GRAIL INC | $4,651 | 0.00% | 90 | 0 | 0.0% | — | 不变 |
| RBLX | ROBLOX CORP | $4,638 | 0.00% | 82 | 2 | 2.5% | $113 | 加仓 |
| PL | PLANET LABS PBC | $4,612 | 0.00% | 165 | 0 | 0.0% | — | 不变 |
| UHAL | U HAUL HOLDING COMPANY | $4,539 | 0.00% | 95 | 0 | 0.0% | — | 不变 |
| JETS | ETF SER SOLUTIONS | $4,500 | 0.00% | 183 | 0 | 0.0% | — | 不变 |
| W | WAYFAIR INC | $4,287 | 0.00% | 57 | 0 | 0.0% | — | 不变 |
| VNT | VONTIER CORPORATION | $4,259 | 0.00% | 120 | 0 | 0.0% | — | 不变 |
| NVT | NVENT ELEC PLC | $4,258 | 0.00% | 36 | 0 | 0.0% | — | 不变 |