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 |
|---|---|---|---|---|---|---|---|---|
| — | INNOVATOR ETFS TRUST | $58.64万 | 0.07% | 17,061 | -63 | -0.4% | -$2,165 | 减仓 |
| V | VISA INC | $57.76万 | 0.07% | 1,659 | -91 | -5.2% | -$3.17万 | 减仓 |
| ACWI | ISHARES TR | $57.61万 | 0.07% | 3,669 | 0 | 0.0% | — | 不变 |
| PLTR | PALANTIR TECHNOLOGIES INC | $57.33万 | 0.07% | 4,443 | 293 | 7.1% | $3.78万 | 加仓 |
| ALL | ALLSTATE CORP | $55.70万 | 0.07% | 2,240 | -25 | -1.1% | -$6,216 | 减仓 |
| SMH | VANECK ETF TRUST | $54.82万 | 0.07% | 902 | 0 | 0.0% | — | 不变 |
| UNH | UNITEDHEALTH GROUP INC | $53.11万 | 0.07% | 1,230 | -1,269 | -50.8% | -$54.79万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $52.53万 | 0.07% | 23,291 | 377 | 1.6% | $8,503 | 加仓 |
| PFE | PFIZER INC | $50.66万 | 0.06% | 20,889 | -6,542 | -23.8% | -$15.86万 | 减仓 |
| PEP | PEPSICO INC | $49.60万 | 0.06% | 3,598 | -440 | -10.9% | -$6.07万 | 减仓 |
| IYW | ISHARES TR | $49.11万 | 0.06% | 1,970 | 0 | 0.0% | — | 不变 |
| GEV | GE VERNOVA INC | $48.17万 | 0.06% | 448 | 200 | 80.6% | $21.51万 | 加仓 |
| RTX | RTX CORPORATION | $47.22万 | 0.06% | 2,419 | -140 | -5.5% | -$2.73万 | 减仓 |
| CAT | CATERPILLAR INC | $46.92万 | 0.06% | 500 | -120 | -19.4% | -$11.26万 | 减仓 |
| LULU | LULULEMON ATHLETICA INC | $46.76万 | 0.06% | 4,013 | 1,804 | 81.7% | $21.02万 | 加仓 |
| SPYV | SPDR SERIES TRUST | $46.40万 | 0.06% | 7,532 | -928 | -11.0% | -$5.72万 | 减仓 |
| VGT | VANGUARD WORLD FD | $45.48万 | 0.06% | 3,864 | 0 | 0.0% | — | 不变 |
| TXN | TEXAS INSTRS INC | $45.48万 | 0.06% | 1,474 | 0 | 0.0% | — | 不变 |
| T | AT&T INC | $44.95万 | 0.06% | 21,366 | 2,235 | 11.7% | $4.70万 | 加仓 |
| OTIS | OTIS WORLDWIDE CORP | $44.37万 | 0.06% | 6,163 | 6,163 | — | $44.37万 | 新建仓 |
| QCOM | QUALCOMM INC | $44.24万 | 0.06% | 2,315 | -540 | -18.9% | -$10.32万 | 减仓 |
| — | MORGAN STANLEY INDIA INVT FD | $44.21万 | 0.06% | 19,423 | 3,635 | 23.0% | $8.27万 | 加仓 |
| UPS | UNITED PARCEL SVCS INC | $43.59万 | 0.06% | 3,936 | -2,142 | -35.2% | -$23.72万 | 减仓 |
| RWJ | INVESCO EXCH TRADED FD TR II | $43.53万 | 0.06% | 7,358 | 116 | 1.6% | $6,863 | 加仓 |
| IGSB | ISHARES TR | $42.50万 | 0.05% | 8,147 | -100 | -1.2% | -$5,217 | 减仓 |
| XBI | SPDR SERIES TRUST | $41.32万 | 0.05% | 2,515 | 13 | 0.5% | $2,136 | 加仓 |
| IBB | ISHARES TR | $40.08万 | 0.05% | 2,031 | 0 | 0.0% | — | 不变 |
| MRNA | MODERNA INC | $39.33万 | 0.05% | 5,137 | -16 | -0.3% | -$1,225 | 减仓 |
| VOO | VANGUARD INDEX FDS | $39.10万 | 0.05% | 566 | -10 | -1.7% | -$6,908 | 减仓 |
| NSC | NORFOLK SOUTHN CORP | $38.85万 | 0.05% | 1,200 | 0 | 0.0% | — | 不变 |
| GOOG | ALPHABET INC | $37.69万 | 0.05% | 1,058 | 110 | 11.6% | $3.92万 | 加仓 |
| MS | MORGAN STANLEY | $37.23万 | 0.05% | 1,676 | 450 | 36.7% | $10.00万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $37.08万 | 0.05% | 1,050 | 0 | 0.0% | — | 不变 |
| — | INVESCO EXCH TRADED FD TR II | $36.76万 | 0.05% | 26,199 | 11,373 | 76.7% | $15.96万 | 加仓 |
| KO | COCA COLA CO | $35.99万 | 0.05% | 4,355 | 20 | 0.5% | $1,653 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $35.98万 | 0.05% | 394 | 112 | 39.7% | $10.23万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $34.62万 | 0.04% | 12,187 | -39 | -0.3% | -$1,108 | 减仓 |
| ORCL | ORACLE CORP | $34.60万 | 0.04% | 2,399 | 456 | 23.5% | $6.58万 | 加仓 |
| FELG | FIDELITY COVINGTON TRUST | $34.46万 | 0.04% | 7,852 | 0 | 0.0% | — | 不变 |
| HFRO | HIGHLAND OPPS & INCOME FD | $34.13万 | 0.04% | 44,734 | 44,734 | — | $34.13万 | 新建仓 |
| IJT | ISHARES TR | $33.78万 | 0.04% | 1,931 | -60 | -3.0% | -$1.05万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $33.00万 | 0.04% | 1,510 | 0 | 0.0% | — | 不变 |
| GE | GE AEROSPACE | $32.85万 | 0.04% | 915 | 0 | 0.0% | — | 不变 |
| BUG | GLOBAL X FDS | $32.71万 | 0.04% | 8,008 | -16,620 | -67.5% | -$67.89万 | 减仓 |
| AFL | AFLAC INC | $32.33万 | 0.04% | 2,650 | 0 | 0.0% | — | 不变 |
| ETN | EATON CORP PLC | $32.30万 | 0.04% | 796 | 0 | 0.0% | — | 不变 |
| SDVY | FIRST TR EXCHANGE TRADED FD | $31.92万 | 0.04% | 7,459 | 33 | 0.4% | $1,412 | 加仓 |
| EMR | EMERSON ELEC CO | $31.54万 | 0.04% | 2,289 | 0 | 0.0% | — | 不变 |
| WM | WASTE MGMT INC DEL | $31.51万 | 0.04% | 1,360 | 0 | 0.0% | — | 不变 |
| META | META PLATFORMS INC | $31.26万 | 0.04% | 495 | -653 | -56.9% | -$41.24万 | 减仓 |
| SPSM | SPDR SERIES TRUST | $30.15万 | 0.04% | 5,330 | 0 | 0.0% | — | 不变 |
| KJAN | INNOVATOR ETFS TRUST | $29.98万 | 0.04% | 6,564 | -40 | -0.6% | -$1,827 | 减仓 |
| TSLA | TESLA INC | $29.47万 | 0.04% | 725 | 142 | 24.4% | $5.77万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $29.36万 | 0.04% | 1,480 | 1,480 | — | $29.36万 | 新建仓 |
| CB | CHUBB LIMITED | $29.25万 | 0.04% | 841 | 10 | 1.2% | $3,478 | 加仓 |
| AON | AON PLC | $28.87万 | 0.04% | 812 | 0 | 0.0% | — | 不变 |
| IHF | ISHARES TR | $27.98万 | 0.04% | 4,880 | 4,880 | — | $27.98万 | 新建仓 |
| SHY | ISHARES TR | $27.85万 | 0.04% | 3,400 | 0 | 0.0% | — | 不变 |
| BIIB | BIOGEN INC | $27.21万 | 0.03% | 1,368 | -4 | -0.3% | -$796 | 减仓 |
| IJJ | ISHARES TR | $26.38万 | 0.03% | 1,810 | 0 | 0.0% | — | 不变 |
| VCTR | VICTORY CAP HLDGS INC DEL | $26.37万 | 0.03% | 2,949 | 2,949 | — | $26.37万 | 新建仓 |
| SPDW | SPDR INDEX SHS FDS | $26.20万 | 0.03% | 5,230 | 0 | 0.0% | — | 不变 |
| XLF | SELECT SECTOR SPDR TR | $25.94万 | 0.03% | 4,671 | 0 | 0.0% | — | 不变 |
| PVH | PVH CORPORATION | $25.74万 | 0.03% | 3,330 | -2,194 | -39.7% | -$16.96万 | 减仓 |
| IWF | ISHARES TR | $25.70万 | 0.03% | 2,084 | 0 | 0.0% | — | 不变 |
| SYK | STRYKER CORPORATION | $24.53万 | 0.03% | 750 | 0 | 0.0% | — | 不变 |
| BLK | BLACKROCK INC | $24.37万 | 0.03% | 239 | 0 | 0.0% | — | 不变 |
| AEP | AMERICAN ELEC PWR CO INC | $24.29万 | 0.03% | 1,815 | -126 | -6.5% | -$1.69万 | 减仓 |
| TJX | TJX COS INC NEW | $24.14万 | 0.03% | 1,600 | 0 | 0.0% | — | 不变 |
| LMT | LOCKHEED MARTIN CORP | $23.89万 | 0.03% | 461 | 30 | 7.0% | $1.55万 | 加仓 |
| IT | GARTNER INC | $22.92万 | 0.03% | 1,727 | -135 | -7.3% | -$1.79万 | 减仓 |
| HSBC | HSBC HLDGS PLC | $22.83万 | 0.03% | 2,329 | 2,329 | — | $22.83万 | 新建仓 |
| IUSV | ISHARES TR | $22.56万 | 0.03% | 2,025 | 0 | 0.0% | — | 不变 |
| MU | MICRON TECHNOLOGY INC | $21.52万 | 0.03% | 217 | 217 | — | $21.52万 | 新建仓 |
| TGT | TARGET CORP | $21.26万 | 0.03% | 1,607 | -58 | -3.5% | -$7,672 | 减仓 |
| ARTY | ISHARES TR | $21.16万 | 0.03% | 2,910 | 2,910 | — | $21.16万 | 新建仓 |
| BB | BLACKBERRY LTD | $18.29万 | 0.02% | 16,000 | 16,000 | — | $18.29万 | 新建仓 |
| — | EXXON MOBIL CORP | $0 | 0.00% | 0 | -10,296 | -100.0% | -$174.68万 | 清仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $0 | 0.00% | 0 | -16,584 | -100.0% | -$51.04万 | 清仓 |
| — | INNOVATOR ETFS TRUST | $0 | 0.00% | 0 | -18,936 | -100.0% | -$49.92万 | 清仓 |
| — | HONEYWELL INTL INC | $0 | 0.00% | 0 | -1,603 | -100.0% | -$36.23万 | 清仓 |
| NOC | NORTHROP GRUMMAN CORP | $0 | 0.00% | 0 | -373 | -100.0% | -$25.45万 | 清仓 |
| DVN | DEVON ENERGY CORP NEW | $0 | 0.00% | 0 | -4,579 | -100.0% | -$23.04万 | 清仓 |
| VZ | VERIZON COMMUNICATIONS INC | $0 | 0.00% | 0 | -4,502 | -100.0% | -$22.60万 | 清仓 |
| MQ | MARQETA INC | $0 | 0.00% | 0 | -10,000 | -100.0% | -$4.08万 | 清仓 |