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 |
|---|---|---|---|---|---|---|---|---|
| GOF | GUGGENHEIM STRATEGIC OPPORTU | $382 | 0.00% | 35 | 0 | 0.0% | — | 不变 |
| KHC | KRAFT HEINZ CO | $354 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| DKNG | DRAFTKINGS INC NEW | $328 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| NWSA | NEWS CORP NEW | $323 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| SOUN | SOUNDHOUND AI INC | $272 | 0.00% | 42 | 0 | 0.0% | — | 不变 |
| BRBR | BELLRING BRANDS INC | $259 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| JMIA | JUMIA TECHNOLOGIES AG | $240 | 0.00% | 34 | 0 | 0.0% | — | 不变 |
| PENN | PENN ENTERTAINMENT INC | $235 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| SJM | SMUCKER J M CO | $225 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| ASIX | ADVANSIX INC | $219 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| GIL | GILDAN ACTIVEWEAR INC | $206 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| RNG | RINGCENTRAL INC | $196 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| CRON | CRONOS GROUP INC | $125 | 0.00% | 45 | 0 | 0.0% | — | 不变 |
| ALGT | ALLEGIANT TRAVEL CO | $118 | 0.00% | 1 | 1 | — | $118 | 新建仓 |
| NIO | NIO INC | $111 | 0.00% | 22 | 0 | 0.0% | — | 不变 |
| UIS | UNISYS CORP | $110 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| — | CELULARITY INC | $102 | 0.00% | 171 | 0 | 0.0% | — | 不变 |
| IRS | IRSA INVERSIONES Y REP S A | $93 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| DXC | DXC TECHNOLOGY CO | $71 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| — | CHEGG INC | $71 | 0.00% | 70 | 0 | 0.0% | — | 不变 |
| LCID | LUCID GROUP INC | $60 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| — | NET LEASE OFFICE PROPERTIES | $56 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| GILT | GILAT SATELLITE NETWORKS LTD | $40 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| LI | LI AUTO INC | $23 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| — | ORGANIGRAM GLOBAL INC | $23 | 0.00% | 23 | 0 | 0.0% | — | 不变 |
| EDIT | EDITAS MEDICINE INC | $19 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| — | BIOVIE INC | $12 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| — | PRECISION OPTICS CORP INC MA | $10 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| — | INNOVATOR ETFS TRUST | $0 | 0.00% | 0 | -554 | -100.0% | -$1.85万 | 清仓 |
| MS | MORGAN STANLEY | $0 | 0.00% | 0 | -51 | -100.0% | -$8,450 | 清仓 |
| CCL | CARNIVAL CORP | $0 | 0.00% | 0 | -240 | -100.0% | -$6,211 | 清仓 |
| — | AIR LEASE CORP | $0 | 0.00% | 0 | -60 | -100.0% | -$3,896 | 清仓 |
| TQQQ | PROSHARES TR | $0 | 0.00% | 0 | -69 | -100.0% | -$2,855 | 清仓 |
| TWLO | TWILIO INC | $0 | 0.00% | 0 | -8 | -100.0% | -$1,007 | 清仓 |
| URA | GLOBAL X FDS | $0 | 0.00% | 0 | -6 | -100.0% | -$291 | 清仓 |
| — | SUN CTRY AIRLS HLDGS INC | $0 | 0.00% | 0 | -10 | -100.0% | -$165 | 清仓 |
| KD | KYNDRYL HLDGS INC | $0 | 0.00% | 0 | -8 | -100.0% | -$105 | 清仓 |
| TOPT | ISHARES TR | $0 | 0.00% | 0 | -3 | -100.0% | -$88 | 清仓 |
| SPCE | VIRGIN GALACTIC HOLDINGS INC | $0 | 0.00% | 0 | -4 | -100.0% | -$10 | 清仓 |