Financial Solutions Advisory Group, Inc.
CHICAGO IL · SEC CIK 0002135269
$7.91亿2026Q2 申报市值
177持仓数
61.1%前十大占比 · 第一大 13.2%
11 / 8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
SPTS 加仓+$195.59万
JPST 加仓+$173.45万
SNY 新建仓+$160.78万
TSCO 新建仓+$132.74万
ABT 加仓+$128.60万
2026Q2 卖出最多 按季末市值估算
ISTB 减仓-$285.81万
SCHX 减仓-$226.36万
QQQ 减仓-$224.87万
EXXON MOBIL CORP 清仓-$174.68万
BSCQ 减仓-$158.50万
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 |
|---|---|---|---|---|---|---|---|---|
| DIS | DISNEY WALT CO | $74.95万 | 0.09% | 7,794 | -140 | -1.8% | -$1.35万 | 减仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $75.91万 | 0.10% | 3,146 | 0 | 0.0% | — | 不变 |
| ZBH | ZIMMER BIOMET HOLDINGS INC | $80.43万 | 0.10% | 9,014 | -564 | -5.9% | -$5.03万 | 减仓 |
| GOOGL | ALPHABET INC | $81.53万 | 0.10% | 2,272 | 135 | 6.3% | $4.84万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $82.00万 | 0.10% | 2,365 | -110 | -4.4% | -$3.81万 | 减仓 |
| CVX | CHEVRON CORPORATION | $84.62万 | 0.11% | 4,862 | -40 | -0.8% | -$6,962 | 减仓 |
| CSCO | CISCO SYS INC | $86.50万 | 0.11% | 7,311 | 1,070 | 17.1% | $12.66万 | 加仓 |
| — | FIRST TR EXCHANGE TRADED FD | $86.78万 | 0.11% | 38,787 | 1,872 | 5.1% | $4.19万 | 加仓 |
| ANET | ARISTA NETWORKS INC | $87.36万 | 0.11% | 4,730 | 1,438 | 43.7% | $26.56万 | 加仓 |
| WMT | WALMART INC | $87.98万 | 0.11% | 7,841 | 743 | 10.5% | $8.34万 | 加仓 |
| AMGN | AMGEN INC | $89.52万 | 0.11% | 2,462 | 0 | 0.0% | — | 不变 |
| EFA | ISHARES TR | $92.25万 | 0.12% | 8,877 | -70 | -0.8% | -$7,274 | 减仓 |
| PDEC | INNOVATOR ETFS TRUST | $109.16万 | 0.14% | 23,678 | -116 | -0.5% | -$5,348 | 减仓 |
| PG | PROCTER & GAMBLE CO | $109.33万 | 0.14% | 7,445 | 0 | 0.0% | — | 不变 |
| MCD | MCDONALDS CORP | $112.28万 | 0.14% | 4,061 | 41 | 1.0% | $1.13万 | 加仓 |
| PWV | INVESCO EXCHANGE TRADED FD T | $112.63万 | 0.14% | 14,490 | 0 | 0.0% | — | 不变 |
| STZ | CONSTELLATION BRANDS INC | $114.16万 | 0.14% | 8,620 | 3,122 | 56.8% | $41.35万 | 加仓 |
| ADBE | ADOBE INC | $115.04万 | 0.15% | 5,167 | 908 | 21.3% | $20.22万 | 加仓 |
| TAP | MOLSON COORS BEVERAGE CO | $116.49万 | 0.15% | 30,070 | 4,854 | 19.2% | $18.80万 | 加仓 |
| ZTS | ZOETIS INC | $116.58万 | 0.15% | 15,527 | 7,046 | 83.1% | $52.90万 | 加仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $116.89万 | 0.15% | 1,695 | 38 | 2.3% | $2.62万 | 加仓 |
| CLX | CLOROX CO DEL | $122.05万 | 0.15% | 13,114 | 3,829 | 41.2% | $35.64万 | 加仓 |
| VHT | VANGUARD WORLD FD | $126.78万 | 0.16% | 4,136 | 0 | 0.0% | — | 不变 |
| TSCO | TRACTOR SUPPLY CO | $132.74万 | 0.17% | 44,072 | 44,072 | — | $132.74万 | 新建仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $138.58万 | 0.18% | 2,797 | 900 | 47.4% | $44.59万 | 加仓 |
| KMB | KIMBERLY-CLARK CORP | $138.84万 | 0.18% | 12,630 | 5,453 | 76.0% | $59.94万 | 加仓 |
| ACN | ACCENTURE PLC IRELAND | $140.06万 | 0.18% | 10,072 | 5,336 | 112.7% | $74.20万 | 加仓 |
| SCHE | SCHWAB STRATEGIC TR | $141.25万 | 0.18% | 38,890 | -1,213 | -3.0% | -$4.41万 | 减仓 |
| KHC | KRAFT HEINZ CO | $143.91万 | 0.18% | 58,312 | -2,674 | -4.4% | -$6.60万 | 减仓 |
| SPHD | INVESCO EXCH TRADED FD TR II | $149.40万 | 0.19% | 29,049 | -4,912 | -14.5% | -$25.26万 | 减仓 |
| AMAT | APPLIED MATLS INC | $151.29万 | 0.19% | 2,570 | -20 | -0.8% | -$1.18万 | 减仓 |
| GIS | GENERAL MILLS INC | $155.59万 | 0.20% | 43,400 | 7,864 | 22.1% | $28.19万 | 加仓 |
| SNY | SANOFI SA | $160.78万 | 0.20% | 36,624 | 36,624 | — | $160.78万 | 新建仓 |
| BSMT | INVESCO EXCH TRD SLF IDX FD | $167.14万 | 0.21% | 72,527 | 0 | 0.0% | — | 不变 |
| VNQ | VANGUARD INDEX FDS | $167.31万 | 0.21% | 17,234 | -547 | -3.1% | -$5.31万 | 减仓 |
| LLY | ELI LILLY & CO | $169.89万 | 0.21% | 1,396 | -48 | -3.3% | -$5.84万 | 减仓 |
| IVE | ISHARES TR | $204.73万 | 0.26% | 8,905 | -295 | -3.2% | -$6.78万 | 减仓 |
| ABT | ABBOTT LABORATORIES | $222.69万 | 0.28% | 23,590 | 13,623 | 136.7% | $128.60万 | 加仓 |
| SCHA | SCHWAB STRATEGIC TR | $235.32万 | 0.30% | 67,292 | 859 | 1.3% | $3.00万 | 加仓 |
| JMST | J P MORGAN EXCHANGE TRADED F | $237.94万 | 0.30% | 46,729 | 3,801 | 8.9% | $19.35万 | 加仓 |
| IVW | ISHARES TR | $238.63万 | 0.30% | 17,321 | -1,804 | -9.4% | -$24.85万 | 减仓 |
| ABBV | ABBVIE INC | $243.19万 | 0.31% | 9,731 | -30 | -0.3% | -$7,497 | 减仓 |
| AMZN | AMAZON COM INC | $244.37万 | 0.31% | 9,892 | 929 | 10.4% | $22.95万 | 加仓 |
| BSMQ | INVESCO EXCH TRD SLF IDX FD | $263.99万 | 0.33% | 111,930 | -51,927 | -31.7% | -$122.47万 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $265.83万 | 0.34% | 12,451 | 265 | 2.2% | $5.66万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $281.49万 | 0.36% | 13,881 | 1,124 | 8.8% | $22.79万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $324.32万 | 0.41% | 100,525 | -4,764 | -4.5% | -$15.37万 | 减仓 |
| IVV | ISHARES TR | $329.06万 | 0.42% | 4,358 | 65 | 1.5% | $4.91万 | 加仓 |
| BSMS | INVESCO EXCH TRD SLF IDX FD | $330.03万 | 0.42% | 140,881 | 2,500 | 1.8% | $5.86万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $349.32万 | 0.44% | 10,413 | -76 | -0.7% | -$2.55万 | 减仓 |
| UNP | UNION PAC CORP | $355.10万 | 0.45% | 12,458 | -675 | -5.1% | -$19.24万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $407.75万 | 0.52% | 17,088 | -321 | -1.8% | -$7.66万 | 减仓 |
| SPMD | SPDR SERIES TRUST | $413.66万 | 0.52% | 62,355 | -809 | -1.3% | -$5.37万 | 减仓 |
| MSFT | MICROSOFT CORP | $414.10万 | 0.52% | 10,774 | 198 | 1.9% | $7.61万 | 加仓 |
| AAPL | APPLE INC | $422.68万 | 0.53% | 13,367 | 256 | 2.0% | $8.10万 | 加仓 |
| SPTM | SPDR SERIES TRUST | $427.79万 | 0.54% | 46,876 | 0 | 0.0% | — | 不变 |
| BIL | SPDR SERIES TRUST | $427.91万 | 0.54% | 46,787 | 189 | 0.4% | $1.73万 | 加仓 |
| IJH | ISHARES TR | $468.86万 | 0.59% | 61,936 | -560 | -0.9% | -$4.24万 | 减仓 |
| SCHF | SCHWAB STRATEGIC TR | $567.62万 | 0.72% | 206,784 | 6,205 | 3.1% | $17.03万 | 加仓 |
| CMI | CUMMINS INC | $578.78万 | 0.73% | 8,595 | -370 | -4.1% | -$24.92万 | 减仓 |
| SCHB | SCHWAB STRATEGIC TR | $595.81万 | 0.75% | 204,818 | 9,394 | 4.8% | $27.33万 | 加仓 |
| BSCT | INVESCO EXCH TRD SLF IDX FD | $627.91万 | 0.79% | 338,222 | 5,527 | 1.7% | $10.26万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $631.92万 | 0.80% | 17,012 | 524 | 3.2% | $19.46万 | 加仓 |
| IJR | ISHARES TR | $714.88万 | 0.90% | 49,143 | -392 | -0.8% | -$5.70万 | 减仓 |
| SPYM | SPDR SERIES TRUST | $723.70万 | 0.92% | 81,802 | -1,252 | -1.5% | -$11.08万 | 减仓 |
| BSCS | INVESCO EXCH TRD SLF IDX FD | $741.87万 | 0.94% | 364,109 | 5,687 | 1.6% | $11.59万 | 加仓 |
| USRT | ISHARES TR | $767.98万 | 0.97% | 115,157 | -285 | -0.2% | -$1.90万 | 减仓 |
| BSMR | INVESCO EXCH TRD SLF IDX FD | $812.99万 | 1.03% | 343,679 | -1,077 | -0.3% | -$2.55万 | 减仓 |
| JPSE | J P MORGAN EXCHANGE TRADED F | $867.00万 | 1.10% | 145,788 | -1,085 | -0.7% | -$6.45万 | 减仓 |
| BSCQ | INVESCO EXCH TRD SLF IDX FD | $984.09万 | 1.24% | 503,498 | -81,095 | -13.9% | -$158.50万 | 减仓 |
| SUB | ISHARES TR | $1,009.76万 | 1.28% | 95,054 | -4,652 | -4.7% | -$49.42万 | 减仓 |
| MOAT | VANECK ETF TRUST | $1,188.17万 | 1.50% | 112,420 | 1,127 | 1.0% | $11.91万 | 加仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $1,538.58万 | 1.95% | 304,972 | 34,381 | 12.7% | $173.45万 | 加仓 |
| BSCR | INVESCO EXCH TRD SLF IDX FD | $1,627.13万 | 2.06% | 828,687 | -16,939 | -2.0% | -$33.26万 | 减仓 |
| AVGO | BROADCOM INC | $1,660.52万 | 2.10% | 41,398 | -1,762 | -4.1% | -$70.68万 | 减仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $1,727.91万 | 2.18% | 207,756 | 289 | 0.1% | $2.40万 | 加仓 |
| IWM | ISHARES TR | $1,991.16万 | 2.52% | 66,996 | -1,441 | -2.1% | -$42.83万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $2,129.41万 | 2.69% | 114,886 | -496 | -0.4% | -$9.19万 | 减仓 |
| VTIP | VANGUARD MALVERN FDS | $2,592.85万 | 3.28% | 522,120 | -21 | -0.0% | -$1,043 | 减仓 |
| SCHM | SCHWAB STRATEGIC TR | $4,569.40万 | 5.78% | 1,275,655 | -3,901 | -0.3% | -$13.97万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $5,341.98万 | 6.75% | 71,068 | -1,519 | -2.1% | -$114.18万 | 减仓 |
| ISTB | ISHARES TR | $5,402.19万 | 6.83% | 1,124,285 | -59,482 | -5.0% | -$285.81万 | 减仓 |
| QQQ | INVESCO QQQ TR | $6,221.35万 | 7.87% | 86,016 | -3,109 | -3.5% | -$224.87万 | 减仓 |
| SCHX | SCHWAB STRATEGIC TR | $7,952.83万 | 10.06% | 2,684,047 | -76,394 | -2.8% | -$226.36万 | 减仓 |
| SPTS | SPDR SERIES TRUST | $1.04亿 | 13.18% | 3,601,971 | 67,607 | 1.9% | $195.59万 | 加仓 |