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 |
|---|---|---|---|---|---|---|---|---|
| VGT | VANGUARD WORLD FD | $2,672.28万 | 6.50% | 223,584 | 80 | 0.0% | $9,562 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $2,323.08万 | 5.65% | 147,002 | 1,895 | 1.3% | $29.95万 | 加仓 |
| AAPL | APPLE INC | $1,869.60万 | 4.55% | 64,612 | -918 | -1.4% | -$26.56万 | 减仓 |
| MDT | MEDTRONIC PLC | $1,660.23万 | 4.04% | 212,224 | -6,681 | -3.1% | -$52.27万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $1,549.71万 | 3.77% | 32,450 | -748 | -2.3% | -$35.72万 | 减仓 |
| VYMI | VANGUARD WHITEHALL FDS | $1,410.12万 | 3.43% | 143,597 | 5,899 | 4.3% | $57.93万 | 加仓 |
| IVW | ISHARES TR | $1,383.22万 | 3.36% | 100,576 | 1,630 | 1.6% | $22.42万 | 加仓 |
| MSFT | MICROSOFT CORP | $1,311.30万 | 3.19% | 35,154 | 1,725 | 5.2% | $64.35万 | 加仓 |
| AVGO | BROADCOM INC | $1,151.96万 | 2.80% | 30,495 | -1,909 | -5.9% | -$72.11万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $1,060.75万 | 2.58% | 44,829 | -1,099 | -2.4% | -$26.00万 | 减仓 |
| HDV | ISHARES TR | $1,025.65万 | 2.50% | 374,187 | 32 | 0.0% | $877 | 加仓 |
| VIGI | VANGUARD WHITEHALL FDS | $1,024.56万 | 2.49% | 109,719 | -714 | -0.6% | -$6.67万 | 减仓 |
| GOOG | ALPHABET INC | $1,011.36万 | 2.46% | 28,624 | 1,032 | 3.7% | $36.46万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $892.56万 | 2.17% | 44,608 | -467 | -1.0% | -$9.34万 | 减仓 |
| FTEC | FIDELITY COVINGTON TRUST | $833.94万 | 2.03% | 29,202 | 78 | 0.3% | $2.23万 | 加仓 |
| FSTA | FIDELITY COVINGTON TRUST | $733.64万 | 1.78% | 139,634 | 3,956 | 2.9% | $20.78万 | 加仓 |
| IVV | ISHARES TR | $610.28万 | 1.48% | 8,149 | 464 | 6.0% | $34.75万 | 加仓 |
| BSX | BOSTON SCIENTIFIC CORP | $596.23万 | 1.45% | 139,697 | 5,127 | 3.8% | $21.88万 | 加仓 |
| AMZN | AMAZON COM INC | $572.95万 | 1.39% | 24,039 | 1,951 | 8.8% | $46.50万 | 加仓 |
| DGRO | ISHARES TR | $558.93万 | 1.36% | 73,747 | -1,435 | -1.9% | -$10.88万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $540.50万 | 1.31% | 7,238 | 56 | 0.8% | $4.18万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $420.42万 | 1.02% | 3,642 | -1,267 | -25.8% | -$146.26万 | 减仓 |
| CGGO | CAPITAL GROUP GBL GROWTH EQT | $384.30万 | 0.93% | 90,788 | 12,216 | 15.5% | $51.71万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $380.16万 | 0.92% | 5,535 | 961 | 21.0% | $66.01万 | 加仓 |
| TSLA | TESLA INC | $373.36万 | 0.91% | 8,877 | 250 | 2.9% | $10.51万 | 加仓 |
| ASML | ASML HLDG NV | $349.55万 | 0.85% | 1,757 | 0 | 0.0% | — | 不变 |
| JPM | JPMORGAN CHASE & CO | $348.48万 | 0.85% | 10,646 | 3 | 0.0% | $982 | 加仓 |
| VDC | VANGUARD WORLD FD | $334.06万 | 0.81% | 14,815 | 239 | 1.6% | $5.39万 | 加仓 |
| ABBV | ABBVIE INC | $332.66万 | 0.81% | 13,220 | 3 | 0.0% | $755 | 加仓 |
| IYW | ISHARES TR | $327.81万 | 0.80% | 12,996 | 72 | 0.6% | $1.82万 | 加仓 |
| META | META PLATFORMS INC | $321.24万 | 0.78% | 5,703 | 1,299 | 29.5% | $73.17万 | 加仓 |
| MELI | MERCADOLIBRE INC | $306.47万 | 0.75% | 1,806 | 483 | 36.5% | $81.96万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $306.34万 | 0.75% | 96,608 | 16,455 | 20.5% | $52.18万 | 加仓 |
| CGGR | CAPITAL GROUP GROWTH ETF | $267.69万 | 0.65% | 56,715 | 2,382 | 4.4% | $11.24万 | 加仓 |
| IDV | ISHARES TR | $261.41万 | 0.64% | 63,096 | 1,587 | 2.6% | $6.57万 | 加仓 |
| SHOP | SHOPIFY INC | $258.91万 | 0.63% | 22,676 | 3,818 | 20.2% | $43.59万 | 加仓 |
| QQQ | INVESCO QQQ TR | $253.95万 | 0.62% | 3,448 | -3 | -0.1% | -$2,210 | 减仓 |
| MMM | 3M CO | $225.48万 | 0.55% | 13,927 | 1 | 0.0% | $162 | 加仓 |
| IWF | ISHARES TR | $205.84万 | 0.50% | 16,577 | 917 | 5.9% | $11.39万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $203.69万 | 0.50% | 8,020 | 0 | 0.0% | — | 不变 |
| CNQ | CANADIAN NAT RES LTD MED TER | $196.31万 | 0.48% | 49,700 | 16,147 | 48.1% | $63.78万 | 加仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $179.85万 | 0.44% | 35,565 | 82 | 0.2% | $4,147 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $178.06万 | 0.43% | 4,284 | 1 | 0.0% | $416 | 加仓 |
| SMH | VANECK ETF TRUST | $176.63万 | 0.43% | 2,693 | -1 | -0.0% | -$656 | 减仓 |
| VTV | VANGUARD INDEX FDS | $169.08万 | 0.41% | 7,758 | 176 | 2.3% | $3.84万 | 加仓 |
| FENY | FIDELITY COVINGTON TRUST | $167.32万 | 0.41% | 56,604 | -316 | -0.6% | -$9,341 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $150.87万 | 0.37% | 3,015 | 63 | 2.1% | $3.15万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $147.00万 | 0.36% | 20,632 | 90 | 0.4% | $6,413 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $142.38万 | 0.35% | 2,451 | -5 | -0.2% | -$2,905 | 减仓 |
| GOOGL | ALPHABET INC | $139.91万 | 0.34% | 3,915 | -22 | -0.6% | -$7,862 | 减仓 |
| IWM | ISHARES TR | $135.81万 | 0.33% | 4,520 | 191 | 4.4% | $5.74万 | 加仓 |
| AMGN | AMGEN INC | $133.08万 | 0.32% | 3,675 | 8 | 0.2% | $2,897 | 加仓 |
| FNDF | SCHWAB STRATEGIC TR | $127.84万 | 0.31% | 24,230 | 0 | 0.0% | — | 不变 |
| SE | SEA LTD | $127.21万 | 0.31% | 13,274 | 0 | 0.0% | — | 不变 |
| USB | US BANCORP | $121.97万 | 0.30% | 20,193 | 19 | 0.1% | $1,148 | 加仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $117.32万 | 0.29% | 7,475 | 785 | 11.7% | $12.32万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $115.84万 | 0.28% | 1,238 | -14 | -1.1% | -$1.31万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $112.67万 | 0.27% | 3,045 | 578 | 23.4% | $21.39万 | 加仓 |
| TDIV | FIRST TR EXCHANGE TRADED FD | $112.59万 | 0.27% | 9,801 | -35 | -0.4% | -$4,021 | 减仓 |
| IETC | ISHARES U S ETF TR | $112.00万 | 0.27% | 10,433 | 87 | 0.8% | $9,340 | 加仓 |
| EFV | ISHARES TR | $107.31万 | 0.26% | 14,018 | 1,924 | 15.9% | $14.73万 | 加仓 |
| GILD | GILEAD SCIENCES INC | $101.77万 | 0.25% | 8,055 | 0 | 0.0% | — | 不变 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $101.74万 | 0.25% | 20,645 | 632 | 3.2% | $3.11万 | 加仓 |
| VHT | VANGUARD WORLD FD | $99.34万 | 0.24% | 3,322 | 2 | 0.1% | $598 | 加仓 |
| VCR | VANGUARD WORLD FD | $97.08万 | 0.24% | 2,448 | 133 | 5.7% | $5.27万 | 加仓 |
| VDE | VANGUARD WORLD FD | $93.81万 | 0.23% | 6,249 | 14 | 0.2% | $2,102 | 加仓 |
| IMCB | ISHARES TR | $93.06万 | 0.23% | 9,638 | 1,047 | 12.2% | $10.11万 | 加仓 |
| EFG | ISHARES TR | $90.98万 | 0.22% | 7,312 | 886 | 13.8% | $11.02万 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $88.44万 | 0.22% | 9,171 | 3 | 0.0% | $289 | 加仓 |
| IFRA | ISHARES TR | $85.96万 | 0.21% | 13,635 | 0 | 0.0% | — | 不变 |
| IEFA | ISHARES TR | $85.69万 | 0.21% | 8,872 | 436 | 5.2% | $4.21万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $82.43万 | 0.20% | 9,569 | 131 | 1.4% | $1.13万 | 加仓 |
| CGCB | CAPITAL GRP FIXED INCM ETF T | $79.15万 | 0.19% | 30,233 | 8,289 | 37.8% | $21.70万 | 加仓 |
| ABT | ABBOTT LABORATORIES | $77.75万 | 0.19% | 8,568 | 0 | 0.0% | — | 不变 |
| LLY | ELI LILLY & CO | $76.88万 | 0.19% | 641 | 0 | 0.0% | — | 不变 |
| NU | NU HLDGS LTD | $76.86万 | 0.19% | 57,533 | 19,808 | 52.5% | $26.46万 | 加仓 |
| UI | UBIQUITI INC | $75.25万 | 0.18% | 1,409 | 1,203 | 584.0% | $64.24万 | 加仓 |
| IJR | ISHARES TR | $75.17万 | 0.18% | 5,069 | 9 | 0.2% | $1,335 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $73.52万 | 0.18% | 10,188 | 7,649 | 301.3% | $55.20万 | 加仓 |
| INTC | INTEL CORP | $72.55万 | 0.18% | 5,196 | -252 | -4.6% | -$3.52万 | 减仓 |
| CAT | CATERPILLAR INC | $69.01万 | 0.17% | 648 | 0 | 0.0% | — | 不变 |
| ORCL | ORACLE CORP | $66.44万 | 0.16% | 4,533 | 0 | 0.0% | — | 不变 |
| HD | HOME DEPOT INC | $65.94万 | 0.16% | 1,870 | -24 | -1.3% | -$8,462 | 减仓 |
| FELC | FIDELITY COVINGTON TRUST | $63.82万 | 0.16% | 15,227 | 77 | 0.5% | $3,227 | 加仓 |
| IEMG | ISHARES INC | $63.57万 | 0.15% | 7,674 | 27 | 0.4% | $2,237 | 加仓 |
| FESM | FIDELITY COVINGTON TRUST | $63.44万 | 0.15% | 13,137 | 1,039 | 8.6% | $5.02万 | 加仓 |
| GE | GE AEROSPACE | $62.75万 | 0.15% | 1,679 | -21 | -1.2% | -$7,849 | 减仓 |
| AMAT | APPLIED MATLS INC | $60.68万 | 0.15% | 839 | 0 | 0.0% | — | 不变 |
| CMCSA | COMCAST CORP NEW | $60.04万 | 0.15% | 24,456 | 8,621 | 54.4% | $21.16万 | 加仓 |
| HDB | HDFC BANK LTD | $59.72万 | 0.15% | 23,119 | 0 | 0.0% | — | 不变 |
| BN | BROOKFIELD CORP | $59.68万 | 0.15% | 14,014 | 0 | 0.0% | — | 不变 |
| KXI | ISHARES TR | $59.58万 | 0.14% | 8,822 | 3,189 | 56.6% | $21.54万 | 加仓 |
| VALE | VALE S A | $59.34万 | 0.14% | 39,456 | 0 | 0.0% | — | 不变 |
| EFAV | ISHARES TR | $59.17万 | 0.14% | 6,746 | 1 | 0.0% | $88 | 加仓 |
| CGBL | CAPITAL GROUP CORE BALANCED | $58.80万 | 0.14% | 15,490 | 6,124 | 65.4% | $23.25万 | 加仓 |
| CARR | CARRIER GLOBAL CORPORATION | $57.42万 | 0.14% | 7,828 | 0 | 0.0% | — | 不变 |
| SRE | SEMPRA | $57.13万 | 0.14% | 6,162 | 0 | 0.0% | — | 不变 |
| DIS | DISNEY WALT CO | $55.62万 | 0.14% | 5,779 | 0 | 0.0% | — | 不变 |
| IJH | ISHARES TR | $55.47万 | 0.13% | 7,194 | 4 | 0.1% | $308 | 加仓 |
| NVO | NOVO-NORDISK A S | $53.96万 | 0.13% | 11,256 | 0 | 0.0% | — | 不变 |