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 |
|---|---|---|---|---|---|---|---|---|
| CRON | CRONOS GROUP INC | $113 | 0.00% | 45 | 0 | 0.0% | — | 不变 |
| KD | KYNDRYL HLDGS INC | $105 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| DXC | DXC TECHNOLOGY CO | $101 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| IRS | IRSA INVERSIONES Y REP S A | $97 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| TOPT | ISHARES TR | $88 | 0.00% | 3 | 3 | — | $88 | 新建仓 |
| LCID | LUCID GROUP INC | $86 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| UIS | UNISYS CORP | $62 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| — | NET LEASE OFFICE PROPERTIES | $58 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| — | CHEGG INC | $52 | 0.00% | 70 | 0 | 0.0% | — | 不变 |
| GILT | GILAT SATELLITE NETWORKS LTD | $45 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| LI | LI AUTO INC | $36 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| — | ORGANIGRAM GLOBAL INC | $31 | 0.00% | 23 | 0 | 0.0% | — | 不变 |
| EDIT | EDITAS MEDICINE INC | $15 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| SPCE | VIRGIN GALACTIC HOLDINGS INC | $10 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| — | PRECISION OPTICS CORP INC MA | $9 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| — | BIOVIE INC | $8 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| AZN | ASTRAZENECA PLC | $0 | 0.00% | 0 | -932 | -100.0% | -$17.14万 | 清仓 |
| — | SIMPLIFY EXCHANGE TRADED FUN | $0 | 0.00% | 0 | -3,365 | -100.0% | -$5.91万 | 清仓 |
| — | DAYFORCE INC | $0 | 0.00% | 0 | -571 | -100.0% | -$3.95万 | 清仓 |
| — | EXACT SCIENCES CORP | $0 | 0.00% | 0 | -202 | -100.0% | -$2.05万 | 清仓 |
| — | ALEXANDER & BALDWIN INC NEW | $0 | 0.00% | 0 | -605 | -100.0% | -$1.25万 | 清仓 |
| — | FRONTIER COMMUNICATIONS PARE | $0 | 0.00% | 0 | -325 | -100.0% | -$1.24万 | 清仓 |
| — | TEGNA INC | $0 | 0.00% | 0 | -200 | -100.0% | -$3,882 | 清仓 |
| — | BROOKFIELD BUSINESS PARTNERS | $0 | 0.00% | 0 | -40 | -100.0% | -$1,408 | 清仓 |
| — | BROOKFIELD BUSINESS CORP | $0 | 0.00% | 0 | -20 | -100.0% | -$718 | 清仓 |
| — | STRATA SKIN SCIENCES INC | $0 | 0.00% | 0 | -101 | -100.0% | -$127 | 清仓 |
| — | CANOPY GROWTH CORP | $0 | 0.00% | 0 | -5 | -100.0% | -$6 | 清仓 |