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 |
|---|---|---|---|---|---|---|---|---|
| LRGE | LEGG MASON ETF INVT | $1.47万 | 0.00% | 171 | 0 | 0.0% | — | 不变 |
| QTWO | Q2 HLDGS INC | $1.44万 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| IR | INGERSOLL RAND INC | $1.44万 | 0.00% | 176 | 0 | 0.0% | — | 不变 |
| FYX | FIRST TR EXCHANGE-TRADED ALP | $1.44万 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| IUSB | ISHARES TR | $1.43万 | 0.00% | 310 | 3 | 1.0% | $139 | 加仓 |
| COP | CONOCOPHILLIPS | $1.42万 | 0.00% | 136 | 0 | 0.0% | — | 不变 |
| WY | WEYERHAEUSER CO | $1.41万 | 0.00% | 590 | 0 | 0.0% | — | 不变 |
| MMYT | MAKEMYTRIP LIMITED MAURITIUS | $1.39万 | 0.00% | 261 | 0 | 0.0% | — | 不变 |
| SOFI | SOFI TECHNOLOGIES INC | $1.39万 | 0.00% | 775 | 0 | 0.0% | — | 不变 |
| BF/A | BROWN FORMAN CORP | $1.37万 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| FIG | FIGMA INC | $1.37万 | 0.00% | 755 | 0 | 0.0% | — | 不变 |
| SIVR | ABRDN SILVER ETF TRUST | $1.36万 | 0.00% | 242 | 0 | 0.0% | — | 不变 |
| — | GLOBAL X FDS | $1.35万 | 0.00% | 544 | 0 | 0.0% | — | 不变 |
| FDL | FIRST TR EXCHANGE-TRADED FD | $1.34万 | 0.00% | 275 | 0 | 0.0% | — | 不变 |
| LMT | LOCKHEED MARTIN CORP | $1.33万 | 0.00% | 26 | 0 | 0.0% | — | 不变 |
| SCZ | ISHARES TR | $1.33万 | 0.00% | 162 | 2 | 1.2% | $164 | 加仓 |
| HDEF | DBX ETF TR | $1.31万 | 0.00% | 409 | 409 | — | $1.31万 | 新建仓 |
| CIBR | FIRST TR EXCHANGE-TRADED FD | $1.30万 | 0.00% | 145 | 0 | 0.0% | — | 不变 |
| TMUS | T-MOBILE US INC | $1.30万 | 0.00% | 77 | 0 | 0.0% | — | 不变 |
| OTIS | OTIS WORLDWIDE CORP | $1.29万 | 0.00% | 180 | 0 | 0.0% | — | 不变 |
| FMX | FOMENTO ECONOMICO MEXICANO S | $1.28万 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| — | INVESCO EXCHANGE TRADED FD T | $1.27万 | 0.00% | 441 | 7 | 1.6% | $202 | 加仓 |
| BLOK | AMPLIFY ETF TR | $1.27万 | 0.00% | 203 | 0 | 0.0% | — | 不变 |
| — | FIDELITY ETHEREUM FD | $1.27万 | 0.00% | 804 | 0 | 0.0% | — | 不变 |
| VRP | INVESCO EXCH TRADED FD TR II | $1.23万 | 0.00% | 505 | 0 | 0.0% | — | 不变 |
| FXN | FIRST TR EXCHANGE-TRADED FD | $1.21万 | 0.00% | 600 | 0 | 0.0% | — | 不变 |
| SPYG | SPDR SERIES TRUST | $1.20万 | 0.00% | 101 | -57 | -36.1% | -$6,800 | 减仓 |
| KTB | KONTOOR BRANDS INC | $1.18万 | 0.00% | 142 | 0 | 0.0% | — | 不变 |
| DD | DUPONT DE NEMOURS INC | $1.18万 | 0.00% | 87 | -177 | -67.0% | -$2.40万 | 减仓 |
| AXON | AXON ENTERPRISE INC | $1.18万 | 0.00% | 21 | 0 | 0.0% | — | 不变 |
| QTEC | FIRST TR EXCHANGE-TRADED FD | $1.17万 | 0.00% | 35 | 0 | 0.0% | — | 不变 |
| VFC | V F CORP | $1.17万 | 0.00% | 700 | 0 | 0.0% | — | 不变 |
| ACGL | ARCH CAP GROUP LTD | $1.16万 | 0.00% | 119 | 0 | 0.0% | — | 不变 |
| DBEF | DBX ETF TR | $1.15万 | 0.00% | 210 | 0 | 0.0% | — | 不变 |
| TXN | TEXAS INSTRS INC | $1.10万 | 0.00% | 37 | -52 | -58.4% | -$1.55万 | 减仓 |
| FXL | FIRST TR EXCHANGE-TRADED FD | $1.09万 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| VRT | VERTIV HOLDINGS CO | $1.07万 | 0.00% | 32 | 32 | — | $1.07万 | 新建仓 |
| SLV | ISHARES SILVER TR | $1.07万 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| CTSH | COGNIZANT TECHNOLOGY SOLUTIO | $1.05万 | 0.00% | 272 | 0 | 0.0% | — | 不变 |
| ALL | ALLSTATE CORP | $1.05万 | 0.00% | 44 | 0 | 0.0% | — | 不变 |
| FXH | FIRST TR EXCHANGE-TRADED FD | $1.04万 | 0.00% | 85 | 0 | 0.0% | — | 不变 |
| SW | SMURFIT WESTROCK PLC | $1.04万 | 0.00% | 224 | 0 | 0.0% | — | 不变 |
| TTE | TOTALENERGIES SE | $1.03万 | 0.00% | 132 | 0 | 0.0% | — | 不变 |
| SPG | SIMON PPTY GROUP INC NEW | $1.02万 | 0.00% | 46 | -6 | -11.5% | -$1,331 | 减仓 |
| NOC | NORTHROP GRUMMAN CORP | $1.02万 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| RWR | SPDR SERIES TRUST | $1.02万 | 0.00% | 90 | 0 | 0.0% | — | 不变 |
| NXT | NEXTPOWER INC | $1.00万 | 0.00% | 84 | 0 | 0.0% | — | 不变 |
| ZTS | ZOETIS INC | $9,989 | 0.00% | 139 | 0 | 0.0% | — | 不变 |
| DGRW | WISDOMTREE TR | $9,944 | 0.00% | 104 | 0 | 0.0% | — | 不变 |
| WST | WEST PHARMACEUTICAL SVSC INC | $9,781 | 0.00% | 27 | 0 | 0.0% | — | 不变 |
| TDOC | TELADOC HEALTH INC | $9,695 | 0.00% | 10,000 | 0 | 0.0% | — | 不变 |
| MET | METLIFE INC | $9,561 | 0.00% | 113 | -51 | -31.1% | -$4,315 | 减仓 |
| QCLN | FIRST TR EXCHANGE-TRADED FD | $9,421 | 0.00% | 154 | 0 | 0.0% | — | 不变 |
| TIP | ISHARES TR | $9,375 | 0.00% | 86 | 2 | 2.4% | $218 | 加仓 |
| XLRE | SELECT SECTOR SPDR TR | $9,364 | 0.00% | 213 | 2 | 0.9% | $88 | 加仓 |
| PAM | PAMPA ENERGIA SA | $9,363 | 0.00% | 114 | 0 | 0.0% | — | 不变 |
| ALLE | ALLEGION PLC | $9,272 | 0.00% | 66 | 0 | 0.0% | — | 不变 |
| HPQ | HP INC | $9,193 | 0.00% | 419 | 2 | 0.5% | $44 | 加仓 |
| PL | PLANET LABS PBC | $9,111 | 0.00% | 275 | 110 | 66.7% | $3,644 | 加仓 |
| — | EXCHANGE TRADED CONCEPTS TRU | $9,068 | 0.00% | 291 | 0 | 0.0% | — | 不变 |
| DG | DOLLAR GEN CORP | $8,863 | 0.00% | 77 | 0 | 0.0% | — | 不变 |
| BNS | BANK NOVA SCOTIA B C | $8,684 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| PNW | PINNACLE WEST CAP CORP | $8,667 | 0.00% | 81 | 0 | 0.0% | — | 不变 |
| FCG | FIRST TR EXCHANGE-TRADED FD | $8,622 | 0.00% | 324 | 0 | 0.0% | — | 不变 |
| BMO | BANK MONTREAL MEDIUM | $8,601 | 0.00% | 49 | 1 | 2.1% | $176 | 加仓 |
| VICI | VICI PPTYS INC | $8,549 | 0.00% | 322 | 322 | — | $8,549 | 新建仓 |
| AMT | AMERICAN TOWER CORP | $8,179 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| LEN | LENNAR CORP | $8,144 | 0.00% | 90 | 0 | 0.0% | — | 不变 |
| IFF | INTERNATIONAL FLAVORS&FRAGRA | $7,922 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| CCEP | COCA-COLA EUROPACIFIC PARTNE | $7,906 | 0.00% | 79 | 0 | 0.0% | — | 不变 |
| MAR | MARRIOTT INTL INC NEW | $7,782 | 0.00% | 21 | 0 | 0.0% | — | 不变 |
| SUZ | SUZANO S A | $7,760 | 0.00% | 1,000 | 1,000 | — | $7,760 | 新建仓 |
| LQD | ISHARES TR | $7,756 | 0.00% | 71 | 71 | — | $7,756 | 新建仓 |
| CE | CELANESE CORP DEL | $7,544 | 0.00% | 164 | 0 | 0.0% | — | 不变 |
| HOOD | ROBINHOOD MKTS INC | $7,521 | 0.00% | 75 | 0 | 0.0% | — | 不变 |
| BKH | BLACK HILLS CORP | $7,440 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| DRAM | ROUNDHILL ETF TRUST | $7,385 | 0.00% | 100 | 100 | — | $7,385 | 新建仓 |
| EEMV | ISHARES INC | $7,372 | 0.00% | 98 | 1 | 1.0% | $75 | 加仓 |
| SCHA | SCHWAB STRATEGIC TR | $7,355 | 0.00% | 204 | 1 | 0.5% | $36 | 加仓 |
| PATK | PATRICK INDS INC | $7,218 | 0.00% | 80 | 0 | 0.0% | — | 不变 |
| LNT | ALLIANT ENERGY CORP | $7,019 | 0.00% | 92 | 0 | 0.0% | — | 不变 |
| CCL | CARNIVAL CORP LTD | $6,857 | 0.00% | 240 | 240 | — | $6,857 | 新建仓 |
| QTUM | ETF SER SOLUTIONS | $6,781 | 0.00% | 41 | 41 | — | $6,781 | 新建仓 |
| NCLH | NORWEGIAN CRUISE LINE HLDGS | $6,650 | 0.00% | 315 | 0 | 0.0% | — | 不变 |
| FNDC | SCHWAB STRATEGIC TR | $6,556 | 0.00% | 135 | 0 | 0.0% | — | 不变 |
| XLU | SELECT SECTOR SPDR TR | $6,438 | 0.00% | 142 | 0 | 0.0% | — | 不变 |
| UHAL | U HAUL HOLDING COMPANY | $6,217 | 0.00% | 95 | 0 | 0.0% | — | 不变 |
| PDD | PDD HOLDINGS INC | $6,179 | 0.00% | 81 | 0 | 0.0% | — | 不变 |
| GRAL | GRAIL INC | $6,144 | 0.00% | 90 | 0 | 0.0% | — | 不变 |
| ELMD | ELECTROMED INC | $6,134 | 0.00% | 145 | 0 | 0.0% | — | 不变 |
| NVT | NVENT ELEC PLC | $6,106 | 0.00% | 36 | 0 | 0.0% | — | 不变 |
| SFD | SMITHFIELD FOODS INC | $6,065 | 0.00% | 250 | 0 | 0.0% | — | 不变 |
| FIS | FIDELITY NATL INFORMATION SV | $6,012 | 0.00% | 155 | 2 | 1.3% | $78 | 加仓 |
| CX | CEMEX SA EURO MTN BE 144A | $6,000 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| DOW | DOW HLDGS INC | $5,964 | 0.00% | 218 | 0 | 0.0% | — | 不变 |
| ROST | ROSS STORES INC | $5,886 | 0.00% | 28 | 0 | 0.0% | — | 不变 |
| HLN | HALEON PLC | $5,858 | 0.00% | 628 | 0 | 0.0% | — | 不变 |
| — | GRAYSCALE COINDESK CRYPTO | $5,832 | 0.00% | 221 | 0 | 0.0% | — | 不变 |
| ASTS | AST SPACEMOBILE INC | $5,776 | 0.00% | 65 | 65 | — | $5,776 | 新建仓 |
| RIVN | RIVIAN AUTOMOTIVE INC | $5,639 | 0.00% | 325 | 0 | 0.0% | — | 不变 |