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Financial Perspectives, Inc · 13F 持仓分析
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Financial Perspectives, Inc

No.4805 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$4.11亿
环比变动 Q1 2026
+$5,285.7万+14.8%
持仓股票数
728
新买入
23
加仓
176
减仓
58
清仓
11
持股不变
471
持仓市值走势图
持仓板块构成
股票 历史所有权投资组合占比上一季度占比Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
V先锋领航全球基金VGT
6.5%5.44%$2,672.3万22.4万股$1,949.3万2.8万股+19.6万股+700.29%加仓
V先锋领航白厅基金VYM
5.65%6%$2,323.1万14.7万股$2,149.0万14.5万股+1,895股+1.31%加仓
苹果AAPL
4.55%4.64%$1,869.6万6.5万股$1,663.1万6.6万股-918股-1.40%减仓
美敦力MDT
4.04%5.3%$1,660.2万21.2万股$1,896.8万21.9万股-6,681股-3.05%减仓
台积电TSM
3.77%3.13%$1,549.7万3.2万股$1,121.9万3.3万股-748股-2.25%减仓
V先锋领航白厅基金VYMI
3.43%3.62%$1,410.1万14.4万股$1,297.7万13.8万股+5,899股+4.28%加仓
IiShares安硕信托IVW
3.36%3.12%$1,383.2万10.1万股$1,119.2万9.9万股+1,630股+1.65%加仓
微软MSFT
3.19%3.45%$1,311.3万3.5万股$1,237.4万3.3万股+1,725股+5.16%加仓
博通AVGO
2.8%2.8%$1,152.0万3.0万股$1,002.9万3.2万股-1,909股-5.89%减仓
V先锋领航·SPECIALIZED FUNDSVIG
2.58%2.76%$1,060.7万4.5万股$987.7万4.6万股-1,099股-2.39%减仓
IiShares安硕信托HDV
2.5%2.84%$1,025.6万37.4万股$1,015.6万7.5万股+29.9万股+400.04%加仓
V先锋领航白厅基金VNQ
2.49%2.73%$1,024.6万11.0万股$976.9万11.0万股-714股-0.65%减仓
AAlphabet Inc Class CGOOG
2.46%2.21%$1,011.4万2.9万股$791.5万2.8万股+1,032股+3.74%加仓
英伟达NVDA
2.17%2.19%$892.6万4.5万股$786.1万4.5万股-467股-1.04%减仓
F富达·MSCI INFORMATION TECHNOLOGY INDEX ETFFTEC
2.03%1.69%$833.9万2.9万股$605.9万2.9万股+78股+0.27%加仓
FFIDELITY MSCI CONSUMER STAPLES INDEX ETFFSTA
1.78%1.98%$733.6万14.0万股$710.0万13.6万股+3,956股+2.92%加仓
IiShares安硕信托IVV
1.48%1.4%$610.3万8,149股$502.0万7,685股+464股+6.04%加仓
BOSTON SCIENTIFIC COMBSX
1.45%2.36%$596.2万14.0万股$844.4万13.5万股+5,127股+3.81%加仓
亚马逊AMZN
1.39%1.28%$572.9万2.4万股$460.0万2.2万股+1,951股+8.83%加仓
IiShares安硕信托DGRO
1.36%1.47%$558.9万7.4万股$527.6万7.5万股-1,435股-1.91%减仓
SSPDR标普500 ETFSPY
1.31%1.3%$540.5万7,238股$467.1万7,182股+56股+0.78%加仓
美光科技MU
1.02%0.46%$420.4万3,642股$165.8万4,909股-1,267股-25.81%减仓
CCAPITAL GBL GROWTH EQTCGGR
0.93%0.73%$384.3万9.1万股$262.2万7.9万股+1.2万股+15.55%加仓
V先锋领航指数基金VOO
0.92%0.76%$380.2万5,535股$273.3万4,574股+961股+21.01%加仓
特斯拉TSLA
0.91%0.9%$373.4万8,877股$320.7万8,627股+250股+2.90%加仓
阿斯麦ASML
0.85%0.65%$349.6万1,757股$232.1万1,757股00.00%持仓不变
摩根大通JPM
0.85%0.87%$348.5万1.1万股$313.1万1.1万股+3股+0.03%加仓
V先锋领航全球基金VDC
0.81%0.91%$334.1万1.5万股$327.4万1.5万股+239股+1.64%加仓
艾伯维ABBV
0.81%0.8%$332.7万1.3万股$287.5万1.3万股+3股+0.02%加仓
IiShares安硕·U.S. TECHNOLOGY ETFIYW
0.8%0.65%$327.8万1.3万股$234.5万1.3万股+72股+0.56%加仓
Meta平台META
0.78%0.7%$321.2万5,703股$251.9万4,404股+1,299股+29.50%加仓
MERCADOLIBRE COMMELI
0.75%0.64%$306.5万1,806股$228.7万1,323股+483股+36.51%加仓
S嘉信策略信托SCHD
0.75%0.69%$306.3万9.7万股$245.9万8.0万股+1.6万股+20.53%加仓
C资本集团成长ETFCGGR
0.65%0.61%$267.7万5.7万股$218.4万5.4万股+2,382股+4.38%加仓
IiShares安硕信托IDV
0.64%0.73%$261.4万6.3万股$261.8万6.2万股+1,587股+2.58%加仓
ShopifySHOP
0.63%0.62%$258.9万2.3万股$223.7万1.9万股+3,818股+20.25%加仓
I景顺QQQ信托VOO
0.62%0.56%$253.9万3,448股$199.2万3,451股-3股-0.09%减仓
3M COMMMM
0.55%0.56%$225.5万1.4万股$202.2万1.4万股+1股+0.01%加仓
IiShares安硕·RUSSELLIWF
0.5%0.47%$205.8万1.7万股$166.9万3,915股+1.3万股+323.42%加仓
强生JNJ
0.5%0.55%$203.7万8,020股$196.0万8,020股00.00%持仓不变
CCANADIAN NAT RESCNQ
0.48%0.46%$196.3万5.0万股$163.5万3.4万股+1.6万股+48.12%加仓
J摩根大通·ULTRA-SHORT INCOME ETFJPST
0.44%0.5%$179.9万3.6万股$179.6万3.5万股+82股+0.23%加仓
联合健康UNH
0.43%0.32%$178.1万4,284股$115.9万4,283股+1股+0.02%加仓
VanEck ETF信托SMH
0.43%0.29%$176.6万2,693股$103.3万2,694股-1股-0.04%减仓
V先锋领航指数基金VTV
0.41%0.42%$169.1万7,758股$148.8万7,582股+176股+2.32%加仓
FFIDELITY MSCI ENERGY INDEX ETFFENY
0.41%0.54%$167.3万5.7万股$193.6万5.7万股-316股-0.56%减仓
伯克希尔哈撒韦BRK.B
0.37%0.39%$150.9万3,015股$141.5万2,952股+63股+2.13%加仓
V先锋领航·FTSEVEA
0.36%0.37%$147.0万2.1万股$131.6万2.1万股+90股+0.44%加仓
AMD超威AMD
0.35%0.14%$142.4万2,451股$50.0万2,456股-5股-0.20%减仓
谷歌AGOOGL
0.34%0.32%$139.9万3,915股$113.2万3,937股-22股-0.56%减仓

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