PROFESSIONAL ADVISORY SERVICES INC
VERO BEACH FL · SEC CIK 0000894205
$7.96亿2026Q1 申报市值
80持仓数
42.7%前十大占比 · 第一大 9.0%
2 / 2新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
SPGI 加仓+$628.79万
BKNG 加仓+$601.66万
TMUS 加仓+$491.86万
MSFT 加仓+$435.98万
AJG 加仓+$403.56万
2026Q1 卖出最多 按季末市值估算
AZN 清仓-$2,812.10万
PEP 减仓-$431.73万
LRCX 减仓-$390.00万
AMAT 减仓-$369.47万
T 减仓-$349.46万
2026Q1 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) | $7,181.40万 | 9.03% | 100 | 0 | 0.0% | — | 不变 |
| GOOG | ALPHABET, INC. CLASS C | $3,531.00万 | 4.44% | 123,091 | -6,414 | -5.0% | -$183.99万 | 减仓 |
| MSFT | MICROSOFT | $3,387.20万 | 4.26% | 91,505 | 11,778 | 14.8% | $435.98万 | 加仓 |
| EMXC | ISHARES MSCI EM EX CHINA | $3,204.80万 | 4.03% | 407,423 | -20,551 | -4.8% | -$161.65万 | 减仓 |
| AMZN | AMAZON | $3,200.60万 | 4.02% | 153,674 | 9,191 | 6.4% | $191.42万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC-B | $2,951.00万 | 3.71% | 61,581 | 3,729 | 6.4% | $178.70万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC | $2,900.80万 | 3.65% | 59,015 | 7,995 | 15.7% | $392.98万 | 加仓 |
| IJH | ISHARES TR S&P MID ETF | $2,597.60万 | 3.27% | 384,660 | 57,650 | 17.6% | $389.31万 | 加仓 |
| PEP | PEPSICO | $2,584.20万 | 3.25% | 166,414 | -27,802 | -14.3% | -$431.73万 | 减仓 |
| AAPL | APPLE | $2,416.70万 | 3.04% | 95,223 | 946 | 1.0% | $24.01万 | 加仓 |
| BKNG | BOOKING HOLDINGS | $2,402.00万 | 3.02% | 5,705 | 1,429 | 33.4% | $601.66万 | 加仓 |
| J | JACOBS SOLUTIONS INC | $2,397.80万 | 3.01% | 188,387 | 10,901 | 6.1% | $138.75万 | 加仓 |
| ELV | ELEVANCE HEALTH INC | $2,250.90万 | 2.83% | 76,888 | 2,901 | 3.9% | $84.93万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES | $2,245.30万 | 2.82% | 110,372 | 13,374 | 13.8% | $272.07万 | 加仓 |
| TJX | TJX COMPANIES | $2,217.10万 | 2.79% | 138,826 | -14,057 | -9.2% | -$224.50万 | 减仓 |
| GD | GENERAL DYNAMICS COPR | $2,212.60万 | 2.78% | 64,466 | -2,633 | -3.9% | -$90.37万 | 减仓 |
| USB | US BANCORP | $2,181.80万 | 2.74% | 419,495 | 11,074 | 2.7% | $57.60万 | 加仓 |
| SPGI | S&P GLOBAL, INC. | $2,148.00万 | 2.70% | 50,500 | 14,783 | 41.4% | $628.79万 | 加仓 |
| ADI | ANALOG DEVICES | $2,119.50万 | 2.66% | 66,623 | -1,040 | -1.5% | -$33.09万 | 减仓 |
| AJG | ARTHUR J. GALLAGHER | $2,102.60万 | 2.64% | 97,081 | 18,633 | 23.8% | $403.56万 | 加仓 |
| SYK | STRYKER | $2,091.60万 | 2.63% | 63,654 | 3,991 | 6.7% | $131.14万 | 加仓 |
| V | VISA INC | $2,067.70万 | 2.60% | 68,412 | 5,298 | 8.4% | $160.13万 | 加仓 |
| TFC | TRUIST FINANCIAL CORP | $1,897.60万 | 2.39% | 412,787 | -15,774 | -3.7% | -$72.51万 | 减仓 |
| SYY | SYSCO CORP | $1,792.30万 | 2.25% | 251,274 | -30,295 | -10.8% | -$216.09万 | 减仓 |
| CARR | CARRIER GLOBAL CORP | $1,733.90万 | 2.18% | 307,924 | -8,357 | -2.6% | -$47.06万 | 减仓 |
| ACN | ACCENTURE PLC | $1,650.30万 | 2.07% | 83,227 | 11,250 | 15.6% | $223.08万 | 加仓 |
| ADBE | ADOBE SYS INC COM | $1,541.30万 | 1.94% | 63,409 | 15,053 | 31.1% | $365.90万 | 加仓 |
| T | AT&T | $1,197.90万 | 1.51% | 413,206 | -120,544 | -22.6% | -$349.46万 | 减仓 |
| FBIN | FORTUNE BRANDS INNOVATION | $1,189.40万 | 1.50% | 305,208 | -38,331 | -11.2% | -$149.38万 | 减仓 |
| TMUS | T-MOBILE | $1,086.90万 | 1.37% | 51,748 | 23,418 | 82.7% | $491.86万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $1,048.40万 | 1.32% | 49,070 | -18,254 | -27.1% | -$390.00万 | 减仓 |
| ASML | ASML HOLDINGS | $740.10万 | 0.93% | 5,603 | -2,096 | -27.2% | -$276.86万 | 减仓 |
| VCSH | VANGUARD SH TERM BD ETF | $682.30万 | 0.86% | 86,073 | -3,620 | -4.0% | -$28.70万 | 减仓 |
| AMAT | APPLIED MATERIALS | $679.90万 | 0.85% | 19,891 | -10,809 | -35.2% | -$369.47万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $446.40万 | 0.56% | 18,261 | -61 | -0.3% | -$1.49万 | 减仓 |
| VTI | VANGUARD TOTAL STK MKT | $361.20万 | 0.45% | 11,260 | 0 | 0.0% | — | 不变 |
| GOOGL | ALPHABET, INC. CLASS A | $291.20万 | 0.37% | 10,125 | -16 | -0.2% | -$4,602 | 减仓 |
| SHV | ISHARES ST TREASURY ETF | $262.40万 | 0.33% | 23,767 | 8,187 | 52.5% | $90.39万 | 加仓 |
| VOO | VANGUARD S&P 500 ETF | $175.00万 | 0.22% | 2,928 | 24 | 0.8% | $1.43万 | 加仓 |
| PG | PROCTER & GAMBLE | $166.00万 | 0.21% | 11,493 | 0 | 0.0% | — | 不变 |
| NVDA | NVIDIA CORP | $151.60万 | 0.19% | 8,695 | 235 | 2.8% | $4.10万 | 加仓 |
| RSP | INVESCO S&P 500 EW ETF | $146.90万 | 0.18% | 7,655 | 486 | 6.8% | $9.33万 | 加仓 |
| — | EXXON MOBIL CORP | $129.90万 | 0.16% | 7,658 | 65 | 0.9% | $1.10万 | 加仓 |
| VBIL | VANGUARD 0-3 MONTH T-BILL | $119.30万 | 0.15% | 15,775 | -4,225 | -21.1% | -$31.95万 | 减仓 |
| SPY | SPDR S&P500 ETF TRUST | $117.70万 | 0.15% | 1,810 | -79 | -4.2% | -$5.14万 | 减仓 |
| MRK | MERCK & CO. | $95.90万 | 0.12% | 7,972 | 0 | 0.0% | — | 不变 |
| ORCL | ORACLE CORPORATION | $85.40万 | 0.11% | 5,804 | 0 | 0.0% | — | 不变 |
| CVX | CHEVRON-TEXACO CORP | $82.80万 | 0.10% | 4,000 | 0 | 0.0% | — | 不变 |
| BA | BOEING | $73.60万 | 0.09% | 3,697 | 0 | 0.0% | — | 不变 |
| IBM | INT'L BUSINESS MACHINES | $71.10万 | 0.09% | 2,933 | 0 | 0.0% | — | 不变 |
| PFE | PFIZER INC | $65.70万 | 0.08% | 23,392 | 0 | 0.0% | — | 不变 |
| ABBV | ABBVIE INC. | $65.20万 | 0.08% | 3,000 | 0 | 0.0% | — | 不变 |
| HD | HOME DEPOT INC | $59.20万 | 0.07% | 1,800 | 0 | 0.0% | — | 不变 |
| CSCO | CISCO SYSTEMS | $58.40万 | 0.07% | 7,528 | 0 | 0.0% | — | 不变 |
| IAU | ISHARES GOLD TRUST | $56.50万 | 0.07% | 6,410 | -763 | -10.6% | -$6.73万 | 减仓 |
| LOW | LOWE'S COMPANIES, INC. | $55.50万 | 0.07% | 2,350 | 0 | 0.0% | — | 不变 |
| NEE | NEXTERA ENERGY INC | $53.20万 | 0.07% | 5,724 | 0 | 0.0% | — | 不变 |
| IWF | ISHARES TR RUS 1000 GRW | $49.40万 | 0.06% | 1,158 | 0 | 0.0% | — | 不变 |
| AXP | AMERICAN EXPRESS CO | $45.40万 | 0.06% | 1,500 | 0 | 0.0% | — | 不变 |
| IWM | ISHARES RUSSELL 2000 | $43.00万 | 0.05% | 1,735 | 0 | 0.0% | — | 不变 |
| CI | CIGNA GROUP (THE) | $40.70万 | 0.05% | 1,525 | 0 | 0.0% | — | 不变 |
| MPC | MARATHON PETROLEUM CORP | $38.70万 | 0.05% | 1,584 | 0 | 0.0% | — | 不变 |
| DIS | DISNEY (THE WALT) CO. | $38.60万 | 0.05% | 4,000 | 0 | 0.0% | — | 不变 |
| VNQ | VANGUARD REIT | $38.50万 | 0.05% | 4,336 | 0 | 0.0% | — | 不变 |
| VTWG | VANGUARD RUS2K GROWTH | $38.40万 | 0.05% | 1,675 | 0 | 0.0% | — | 不变 |
| CTBI | COMMUNITY TRUST BANCORP | $37.70万 | 0.05% | 6,207 | 0 | 0.0% | — | 不变 |
| WMT | WAL-MART | $36.70万 | 0.05% | 2,950 | 100 | 3.5% | $1.24万 | 加仓 |
| PAYX | PAYCHEX, INC. | $31.30万 | 0.04% | 3,400 | 0 | 0.0% | — | 不变 |
| ABT | ABBOTT LABS | $30.80万 | 0.04% | 3,000 | 0 | 0.0% | — | 不变 |
| ROK | ROCKWELL AUTOMATION INC. | $30.50万 | 0.04% | 850 | 0 | 0.0% | — | 不变 |
| BAC | BANK OF AMERICA CORP | $30.40万 | 0.04% | 6,242 | 0 | 0.0% | — | 不变 |
| AME | AMETEK INC NEW | $28.90万 | 0.04% | 1,350 | 0 | 0.0% | — | 不变 |
| PSLV | SPROTT PHYSICAL SILVER | $27.50万 | 0.03% | 11,295 | 11,295 | — | $27.50万 | 新建仓 |
| NKE | NIKE, INC. | $25.80万 | 0.03% | 4,890 | 0 | 0.0% | — | 不变 |
| PM | PHILIP MORRIS INT'L | $24.80万 | 0.03% | 1,500 | 0 | 0.0% | — | 不变 |
| PHYS | SPROTT PHYSICAL GOLD TRST | $24.80万 | 0.03% | 7,000 | 7,000 | — | $24.80万 | 新建仓 |
| IWN | ISHARES RUSSELL 2000 VAL | $23.40万 | 0.03% | 1,232 | 0 | 0.0% | — | 不变 |
| NVS | NOVARTIS AG | $22.10万 | 0.03% | 1,450 | 0 | 0.0% | — | 不变 |
| CSW | CSW INDUSTRIALS INC | $20.80万 | 0.03% | 800 | 0 | 0.0% | — | 不变 |
| — | ONCOLYTICS BIOTECH INC | $1.70万 | 0.00% | 20,000 | 0 | 0.0% | — | 不变 |
| AZN | ASTRAZENECA PLC | $0 | 0.00% | 0 | -152,948 | -100.0% | -$2,812.10万 | 清仓 |
| VEEV | VEEVA SYS INC | $0 | 0.00% | 0 | -900 | -100.0% | -$20.10万 | 清仓 |