PROFESSIONAL ADVISORY SERVICES INC
VERO BEACH FL · SEC CIK 0000894205
$9.10亿2026Q2 申报市值
93持仓数
40.7%前十大占比 · 第一大 8.2%
17 / 4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
APH 新建仓+$3,190.60万
AZN 新建仓+$3,024.10万
T 加仓+$1,216.96万
SYK 加仓+$622.34万
SYY 加仓+$399.37万
2026Q2 卖出最多 按季末市值估算
AMD 减仓-$3,445.05万
ACN 清仓-$1,650.30万
EMXC 减仓-$1,349.82万
FBIN 清仓-$1,189.40万
TMUS 清仓-$1,086.90万
2026Q2 持仓明细 点表头排序
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 |
|---|---|---|---|---|---|---|---|---|
| BRK/A | BERKSHIRE A (1SH /100) | $7,488.50万 | 8.23% | 100 | 0 | 0.0% | — | 不变 |
| GOOG | ALPHABET, INC. CLASS C | $4,016.40万 | 4.41% | 113,672 | -9,419 | -7.7% | -$332.80万 | 减仓 |
| MSFT | MICROSOFT | $3,455.60万 | 3.80% | 92,639 | 1,134 | 1.2% | $42.30万 | 加仓 |
| AMZN | AMAZON | $3,455.10万 | 3.80% | 144,964 | -8,710 | -5.7% | -$207.60万 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC | $3,249.80万 | 3.57% | 64,819 | 5,804 | 9.8% | $290.99万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC-B | $3,222.20万 | 3.54% | 64,394 | 2,813 | 4.6% | $140.76万 | 加仓 |
| APH | AMPHENOL CORP | $3,190.60万 | 3.51% | 180,955 | 180,955 | — | $3,190.60万 | 新建仓 |
| AZN | ASTRAZENECA PLC | $3,024.10万 | 3.32% | 161,624 | 161,624 | — | $3,024.10万 | 新建仓 |
| IJH | ISHARES TR S&P MID ETF | $3,002.40万 | 3.30% | 389,361 | 4,701 | 1.2% | $36.25万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES | $2,966.50万 | 3.26% | 51,067 | -59,305 | -53.7% | -$3,445.05万 | 减仓 |
| AAPL | APPLE | $2,870.90万 | 3.16% | 99,215 | 3,992 | 4.2% | $115.51万 | 加仓 |
| EMXC | ISHARES MSCI EM EX CHINA | $2,818.10万 | 3.10% | 275,475 | -131,948 | -32.4% | -$1,349.82万 | 减仓 |
| J | JACOBS SOLUTIONS INC | $2,690.90万 | 2.96% | 213,566 | 25,179 | 13.4% | $317.25万 | 加仓 |
| ELV | ELEVANCE HEALTH INC | $2,655.20万 | 2.92% | 68,657 | -8,231 | -10.7% | -$318.32万 | 减仓 |
| PEP | PEPSICO | $2,637.20万 | 2.90% | 194,772 | 28,358 | 17.0% | $383.97万 | 加仓 |
| SYK | STRYKER | $2,626.40万 | 2.89% | 83,421 | 19,767 | 31.1% | $622.34万 | 加仓 |
| BKNG | BOOKING HOLDINGS | $2,554.70万 | 2.81% | 143,331 | 706 | 0.5% | $12.58万 | 加仓 |
| SYY | SYSCO CORP | $2,499.50万 | 2.75% | 299,057 | 47,783 | 19.0% | $399.37万 | 加仓 |
| AJG | ARTHUR J. GALLAGHER | $2,489.70万 | 2.74% | 108,452 | 11,371 | 11.7% | $261.04万 | 加仓 |
| USB | US BANCORP | $2,440.10万 | 2.68% | 403,988 | -15,507 | -3.7% | -$93.66万 | 减仓 |
| V | VISA INC | $2,431.80万 | 2.67% | 70,879 | 2,467 | 3.6% | $84.64万 | 加仓 |
| GD | GENERAL DYNAMICS COPR | $2,374.40万 | 2.61% | 67,028 | 2,562 | 4.0% | $90.76万 | 加仓 |
| SPGI | S&P GLOBAL, INC. | $2,269.60万 | 2.49% | 55,728 | 5,228 | 10.4% | $212.92万 | 加仓 |
| CARR | CARRIER GLOBAL CORP | $2,213.80万 | 2.43% | 301,813 | -6,111 | -2.0% | -$44.82万 | 减仓 |
| ADI | ANALOG DEVICES | $2,195.70万 | 2.41% | 55,283 | -11,340 | -17.0% | -$450.40万 | 减仓 |
| TJX | TJX COMPANIES | $2,161.20万 | 2.38% | 142,656 | 3,830 | 2.8% | $58.02万 | 加仓 |
| T | AT&T | $2,072.30万 | 2.28% | 1,001,112 | 587,906 | 142.3% | $1,216.96万 | 加仓 |
| TFC | TRUIST FINANCIAL CORP | $1,908.30万 | 2.10% | 383,037 | -29,750 | -7.2% | -$148.22万 | 减仓 |
| ADBE | ADOBE SYS INC COM | $1,350.80万 | 1.48% | 65,887 | 2,478 | 3.9% | $50.80万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $1,347.70万 | 1.48% | 31,102 | -17,968 | -36.6% | -$778.58万 | 减仓 |
| AMAT | APPLIED MATERIALS | $956.50万 | 1.05% | 13,230 | -6,661 | -33.5% | -$481.58万 | 减仓 |
| ASML | ASML HOLDINGS | $865.40万 | 0.95% | 4,350 | -1,253 | -22.4% | -$249.27万 | 减仓 |
| VCSH | VANGUARD SH TERM BD ETF | $616.00万 | 0.68% | 77,950 | -8,123 | -9.4% | -$64.19万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $462.60万 | 0.51% | 18,214 | -47 | -0.3% | -$1.19万 | 减仓 |
| VTI | VANGUARD TOTAL STK MKT | $416.70万 | 0.46% | 11,260 | 0 | 0.0% | — | 不变 |
| GOOGL | ALPHABET, INC. CLASS A | $395.10万 | 0.43% | 11,055 | 930 | 9.2% | $33.24万 | 加仓 |
| VOO | VANGUARD S&P 500 ETF | $220.70万 | 0.24% | 3,213 | 285 | 9.7% | $19.58万 | 加仓 |
| NVDA | NVIDIA CORP | $199.20万 | 0.22% | 9,955 | 1,260 | 14.5% | $25.21万 | 加仓 |
| RSP | INVESCO S&P 500 EW ETF | $197.00万 | 0.22% | 9,257 | 1,602 | 20.9% | $34.09万 | 加仓 |
| PG | PROCTER & GAMBLE | $169.30万 | 0.19% | 11,543 | 50 | 0.4% | $7,333 | 加仓 |
| SHV | ISHARES ST TREASURY ETF | $139.90万 | 0.15% | 12,680 | -11,087 | -46.6% | -$122.32万 | 减仓 |
| SPY | SPDR S&P500 ETF TRUST | $129.20万 | 0.14% | 1,730 | -80 | -4.4% | -$5.97万 | 减仓 |
| VBIL | VANGUARD 0-3 MONTH T-BILL | $119.40万 | 0.13% | 15,775 | 0 | 0.0% | — | 不变 |
| ROK | ROCKWELL AUTOMATION INC. | $116.30万 | 0.13% | 2,350 | 1,500 | 176.5% | $74.23万 | 加仓 |
| ABBV | ABBVIE INC. | $113.20万 | 0.12% | 4,500 | 1,500 | 50.0% | $37.73万 | 加仓 |
| — | EXXON MOBIL CORP | $104.70万 | 0.12% | 7,658 | 0 | 0.0% | — | 不变 |
| MRK | MERCK & CO. | $102.40万 | 0.11% | 7,972 | 0 | 0.0% | — | 不变 |
| HD | HOME DEPOT INC | $88.90万 | 0.10% | 2,520 | 720 | 40.0% | $25.40万 | 加仓 |
| CSCO | CISCO SYSTEMS | $88.40万 | 0.10% | 7,528 | 0 | 0.0% | — | 不变 |
| IVV | ISHARES TR CORE S&P 500 | $85.70万 | 0.09% | 1,145 | 1,145 | — | $85.70万 | 新建仓 |
| ORCL | ORACLE CORPORATION | $85.10万 | 0.09% | 5,804 | 0 | 0.0% | — | 不变 |
| IBM | INT'L BUSINESS MACHINES | $82.50万 | 0.09% | 2,933 | 0 | 0.0% | — | 不变 |
| BA | BOEING | $80.00万 | 0.09% | 3,697 | 0 | 0.0% | — | 不变 |
| AXP | AMERICAN EXPRESS CO | $76.10万 | 0.08% | 2,250 | 750 | 50.0% | $25.37万 | 加仓 |
| AVGO | BROADCOM INC | $75.00万 | 0.08% | 1,985 | 1,985 | — | $75.00万 | 新建仓 |
| CVX | CHEVRON-TEXACO CORP | $66.30万 | 0.07% | 4,000 | 0 | 0.0% | — | 不变 |
| IWF | ISHARES TR RUS 1000 GRW | $57.50万 | 0.06% | 4,632 | 0 | 0.0% | — | 不变 |
| PFE | PFIZER INC | $56.60万 | 0.06% | 23,492 | 100 | 0.4% | $2,409 | 加仓 |
| INTC | INTEL | $55.90万 | 0.06% | 4,000 | 4,000 | — | $55.90万 | 新建仓 |
| IWM | ISHARES RUSSELL 2000 | $52.10万 | 0.06% | 1,735 | 0 | 0.0% | — | 不变 |
| NEE | NEXTERA ENERGY INC | $50.20万 | 0.06% | 5,724 | 0 | 0.0% | — | 不变 |
| IAU | ISHARES GOLD TRUST | $48.40万 | 0.05% | 6,410 | 0 | 0.0% | — | 不变 |
| VTWG | VANGUARD RUS2K GROWTH | $48.20万 | 0.05% | 1,675 | 0 | 0.0% | — | 不变 |
| BAC | BANK OF AMERICA CORP | $45.50万 | 0.05% | 7,992 | 1,750 | 28.0% | $9.96万 | 加仓 |
| CTBI | COMMUNITY TRUST BANCORP | $44.90万 | 0.05% | 6,207 | 0 | 0.0% | — | 不变 |
| CI | CIGNA GROUP (THE) | $42.00万 | 0.05% | 1,525 | 0 | 0.0% | — | 不变 |
| VNQ | VANGUARD REIT | $41.80万 | 0.05% | 4,336 | 0 | 0.0% | — | 不变 |
| MPC | MARATHON PETROLEUM CORP | $40.50万 | 0.04% | 1,584 | 0 | 0.0% | — | 不变 |
| DIS | DISNEY (THE WALT) CO. | $38.50万 | 0.04% | 4,000 | 0 | 0.0% | — | 不变 |
| MCK | MCKESSON CORP | $37.80万 | 0.04% | 500 | 500 | — | $37.80万 | 新建仓 |
| LOW | LOWE'S COMPANIES, INC. | $34.20万 | 0.04% | 1,550 | -800 | -34.0% | -$17.65万 | 减仓 |
| URI | UNITED RENTALS, INC | $34.00万 | 0.04% | 300 | 300 | — | $34.00万 | 新建仓 |
| WMT | WAL-MART | $33.40万 | 0.04% | 2,950 | 0 | 0.0% | — | 不变 |
| PAYX | PAYCHEX INC | $33.40万 | 0.04% | 3,400 | 0 | 0.0% | — | 不变 |
| IYJ | ISHARES US INDUSTRIALS | $33.20万 | 0.04% | 1,995 | 1,995 | — | $33.20万 | 新建仓 |
| AME | AMETEK INC NEW | $32.70万 | 0.04% | 1,350 | 0 | 0.0% | — | 不变 |
| GLD | SPDR GOLD SHARES ETF | $32.20万 | 0.04% | 875 | 875 | — | $32.20万 | 新建仓 |
| BNY | BANK OF NY MELLON CORP | $31.90万 | 0.04% | 2,203 | 2,203 | — | $31.90万 | 新建仓 |
| COST | COSTCO WHOLESALE CORP | $28.90万 | 0.03% | 309 | 309 | — | $28.90万 | 新建仓 |
| BLK | BLACKROCK INC | $28.80万 | 0.03% | 300 | 300 | — | $28.80万 | 新建仓 |
| RTX | RAYTHEON TECHNOLOGIES | $28.80万 | 0.03% | 1,520 | 1,520 | — | $28.80万 | 新建仓 |
| IWN | ISHARES RUSSELL 2000 VAL | $27.30万 | 0.03% | 1,232 | 0 | 0.0% | — | 不变 |
| ABT | ABBOTT LABS | $27.20万 | 0.03% | 3,000 | 0 | 0.0% | — | 不变 |
| PM | PHILIP MORRIS INT'L | $27.10万 | 0.03% | 1,500 | 0 | 0.0% | — | 不变 |
| PSLV | SPROTT PHYSICAL SILVER | $23.20万 | 0.03% | 12,295 | 1,000 | 8.9% | $1.89万 | 加仓 |
| PHYS | SPROTT PHYSICAL GOLD TRST | $23.20万 | 0.03% | 7,700 | 700 | 10.0% | $2.11万 | 加仓 |
| NVS | NOVARTIS AG | $22.70万 | 0.02% | 1,450 | 0 | 0.0% | — | 不变 |
| CSW | CSW INDUSTRIALS INC | $22.30万 | 0.02% | 800 | 0 | 0.0% | — | 不变 |
| ANET | ARISTA NETWORKS INC. | $21.70万 | 0.02% | 1,280 | 1,280 | — | $21.70万 | 新建仓 |
| EBAY | EBAY | $20.70万 | 0.02% | 1,850 | 1,850 | — | $20.70万 | 新建仓 |
| NKE | NIKE, INC. | $20.10万 | 0.02% | 4,890 | 0 | 0.0% | — | 不变 |
| — | ONCOLYTICS BIOTECH INC | $1.90万 | 0.00% | 20,000 | 20,000 | — | $1.90万 | 新建仓 |
| — | QUANTUM CYBER N.V. | $1.60万 | 0.00% | 10,000 | 10,000 | — | $1.60万 | 新建仓 |
| ACN | ACCENTURE PLC | $0 | 0.00% | 0 | -83,227 | -100.0% | -$1,650.30万 | 清仓 |
| FBIN | FORTUNE BRANDS INNOVATION | $0 | 0.00% | 0 | -305,208 | -100.0% | -$1,189.40万 | 清仓 |
| TMUS | T-MOBILE | $0 | 0.00% | 0 | -51,748 | -100.0% | -$1,086.90万 | 清仓 |
| — | ONCOLYTICS BIOTECH INC | $0 | 0.00% | 0 | -20,000 | -100.0% | -$1.70万 | 清仓 |