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 |
|---|---|---|---|---|---|---|---|---|
| WAT | WATERS CORP | $4,169 | 0.00% | 14 | 14 | — | $4,169 | 新建仓 |
| FE | FIRSTENERGY CORP | $4,154 | 0.00% | 82 | 0 | 0.0% | — | 不变 |
| RUM | RUMBLE INC | $3,937 | 0.00% | 772 | 0 | 0.0% | — | 不变 |
| SKYD | PARAMOUNT SKYDANCE CORP | $3,897 | 0.00% | 432 | 0 | 0.0% | — | 不变 |
| — | AIR LEASE CORP | $3,896 | 0.00% | 60 | 0 | 0.0% | — | 不变 |
| — | INVESCO VALUE MUN INCOME TR | $3,879 | 0.00% | 319 | 0 | 0.0% | — | 不变 |
| RHP | RYMAN HOSPITALITY PPTYS INC | $3,875 | 0.00% | 42 | 0 | 0.0% | — | 不变 |
| PLD | PROLOGIS INC. | $3,589 | 0.00% | 27 | 0 | 0.0% | — | 不变 |
| IP | INTERNATIONAL PAPER CO | $3,570 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| CROX | CROCS INC | $3,570 | 0.00% | 43 | 0 | 0.0% | — | 不变 |
| BTI | BRITISH AMERN TOB PLC | $3,567 | 0.00% | 61 | 0 | 0.0% | — | 不变 |
| WAB | WABTEC | $3,499 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| — | INVESCO QUALITY MUN INCOME T | $3,482 | 0.00% | 362 | 0 | 0.0% | — | 不变 |
| ELMD | ELECTROMED INC | $3,394 | 0.00% | 145 | 0 | 0.0% | — | 不变 |
| APOG | APOGEE ENTERPRISES INC | $3,354 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| FIBK | FIRST INTST BANCSYSTEM INC | $3,340 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| ALC | ALCON AG | $3,315 | 0.00% | 44 | 0 | 0.0% | — | 不变 |
| — | BRAZIL POTASH CORP | $3,240 | 0.00% | 1,000 | 1,000 | — | $3,240 | 新建仓 |
| MSB | MESABI TR | $3,150 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| PNR | PENTAIR PLC | $3,136 | 0.00% | 36 | 0 | 0.0% | — | 不变 |
| BILI | BILIBILI INC | $3,136 | 0.00% | 139 | 0 | 0.0% | — | 不变 |
| WDS | WOODSIDE ENERGY GROUP LTD | $3,128 | 0.00% | 131 | 0 | 0.0% | — | 不变 |
| VOD | VODAFONE GROUP PLC | $2,918 | 0.00% | 194 | 2 | 1.0% | $30 | 加仓 |
| NGG | NATIONAL GRID PLC | $2,910 | 0.00% | 34 | 0 | 0.0% | — | 不变 |
| TQQQ | PROSHARES TR | $2,855 | 0.00% | 69 | 1 | 1.5% | $41 | 加仓 |
| AAL | AMERICAN AIRLINES GROUP INC | $2,812 | 0.00% | 262 | 0 | 0.0% | — | 不变 |
| SRPT | SAREPTA THERAPEUTICS INC | $2,785 | 0.00% | 128 | 0 | 0.0% | — | 不变 |
| HPE | HEWLETT PACKARD ENTERPRISE C | $2,695 | 0.00% | 113 | 1 | 0.9% | $24 | 加仓 |
| — | SUPERNUS PHARMACEUTICALS | $2,688 | 0.00% | 52 | 0 | 0.0% | — | 不变 |
| QQQM | INVESCO EXCH TRADED FD TR II | $2,552 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| TTD | THE TRADE DESK INC | $2,496 | 0.00% | 110 | 0 | 0.0% | — | 不变 |
| HMC | HONDA MOTOR CO LTD | $2,431 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| TDG | TRANSDIGM GROUP INC | $2,318 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| BTC | GRAYSCALE BITCOIN MINI TR ET | $2,279 | 0.00% | 76 | 0 | 0.0% | — | 不变 |
| LULU | LULULEMON ATHLETICA INC | $2,143 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| SYM | SYMBOTIC INC | $2,128 | 0.00% | 40 | 7 | 21.2% | $372 | 加仓 |
| ONEQ | FIDELITY COMWLTH TR | $2,038 | 0.00% | 24 | 0 | 0.0% | — | 不变 |
| BBUC | BROOKFIELD BUSINESS CORP | $1,898 | 0.00% | 60 | 60 | — | $1,898 | 新建仓 |
| MICC | MAGNUM ICE CREAM CO NV | $1,884 | 0.00% | 126 | 0 | 0.0% | — | 不变 |
| EL | LAUDER ESTEE COS INC | $1,783 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| FUN | SIX FLAGS ENTERTAINMENT CORP | $1,775 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| PPG | PPG INDS INC | $1,674 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| STE | STERIS PLC | $1,643 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| CMG | CHIPOTLE MEXICAN GRILL INC | $1,601 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| POST | POST HLDGS INC | $1,582 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| — | CANTERBURY PK HLDG CORP | $1,559 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| ALK | ALASKA AIR GROUP INC | $1,471 | 0.00% | 40 | 0 | 0.0% | — | 不变 |
| MAT | MATTEL INC | $1,453 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| MTUM | ISHARES TR | $1,440 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| — | GLOBAL X FDS | $1,429 | 0.00% | 28 | 5 | 21.7% | $255 | 加仓 |
| DLN | WISDOMTREE TR | $1,429 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| CRESY | CRESUD S A C I F Y A | $1,399 | 0.00% | 110 | 0 | 0.0% | — | 不变 |
| SPSC | SPS COMM INC | $1,392 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| QUAL | ISHARES TR | $1,343 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| ICUI | ICU MED INC | $1,292 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| MRP | MILLROSE PPTYS INC | $1,260 | 0.00% | 45 | 0 | 0.0% | — | 不变 |
| BNT | BROOKFIELD WEALTH SOL LTD | $1,242 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| TKO | TKO GROUP HOLDINGS INC | $1,219 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| AIG | AMERICAN INTL GROUP INC | $1,129 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| FROG | JFROG LTD | $1,126 | 0.00% | 24 | 0 | 0.0% | — | 不变 |
| ST | SENSATA TECHNOLOGIES HLDG PL | $1,090 | 0.00% | 31 | 0 | 0.0% | — | 不变 |
| FENI | FIDELITY COVINGTON TRUST | $1,086 | 0.00% | 29 | 0 | 0.0% | — | 不变 |
| XIFR | XPLR INFRASTRUCTURE LP | $1,062 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| VST | VISTRA CORP | $1,052 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| ETH | GRAYSCALE ETHEREUM STAKING | $1,033 | 0.00% | 52 | 0 | 0.0% | — | 不变 |
| TWLO | TWILIO INC | $1,007 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| FOXA | FOX CORP | $993 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| SLVM | SYLVAMO CORP | $929 | 0.00% | 22 | 0 | 0.0% | — | 不变 |
| IONQ | IONQ INC | $923 | 0.00% | 32 | 0 | 0.0% | — | 不变 |
| FCPT | FOUR CORNERS PPTY TR INC | $922 | 0.00% | 39 | 0 | 0.0% | — | 不变 |
| ARCO | ARCOS DORADOS HLDGS INC | $842 | 0.00% | 102 | 0 | 0.0% | — | 不变 |
| IRTC | IRHYTHM HOLDINGS INC | $826 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| UA | UNDER ARMOUR INC | $753 | 0.00% | 130 | 0 | 0.0% | — | 不变 |
| PATH | UIPATH INC | $533 | 0.00% | 48 | 0 | 0.0% | — | 不变 |
| PII | POLARIS INC | $527 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| OGN | ORGANON & CO | $497 | 0.00% | 83 | 0 | 0.0% | — | 不变 |
| TDOC | TELADOC HEALTH INC | $458 | 0.00% | 84 | -13 | -13.4% | -$71 | 减仓 |
| GTN | GRAY MEDIA INC | $434 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| — | ORION PROPERTIES INC | $432 | 0.00% | 201 | 0 | 0.0% | — | 不变 |
| EPR | EPR PPTYS | $400 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| GOF | GUGGENHEIM STRATEGIC OPPORTU | $386 | 0.00% | 35 | 0 | 0.0% | — | 不变 |
| NOK | NOKIA CORP | $386 | 0.00% | 48 | 0 | 0.0% | — | 不变 |
| WOLF | WOLFSPEED INC | $375 | 0.00% | 23 | 8 | 53.3% | $130 | 加仓 |
| PLUG | PLUG PWR INC | $339 | 0.00% | 150 | 0 | 0.0% | — | 不变 |
| KHC | KRAFT HEINZ CO | $337 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| NWSA | NEWS CORP NEW | $324 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| BRBR | BELLRING BRANDS INC | $322 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| URA | GLOBAL X FDS | $291 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| SOUN | SOUNDHOUND AI INC | $289 | 0.00% | 42 | 0 | 0.0% | — | 不变 |
| VLUE | ISHARES TR | $284 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| DKNG | DRAFTKINGS INC NEW | $281 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| ASIX | ADVANSIX INC | $268 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| JMIA | JUMIA TECHNOLOGIES AG | $235 | 0.00% | 34 | 0 | 0.0% | — | 不变 |
| — | CELULARITY INC | $227 | 0.00% | 171 | 0 | 0.0% | — | 不变 |
| GIL | GILDAN ACTIVEWEAR INC | $223 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| SJM | SMUCKER J M CO | $193 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| RNG | RINGCENTRAL INC | $186 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| — | SUN CTRY AIRLS HLDGS INC | $165 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| PENN | PENN ENTERTAINMENT INC | $165 | 0.00% | 11 | 7 | 175.0% | $105 | 重新持有 |
| NIO | NIO INC | $133 | 0.00% | 22 | 0 | 0.0% | — | 不变 |