ProVise Management Group, LLC
CLEARWATER FL · SEC CIK 0001305707
$13.90亿2026Q1 申报市值
261持仓数
29.7%前十大占比 · 第一大 7.1%
11 / 6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
FERG 新建仓+$518.40万
DGRO 加仓+$281.32万
BSCU 加仓+$245.47万
AMRZ 新建仓+$164.83万
AON 加仓+$159.94万
2026Q1 卖出最多 按季末市值估算
EBAY 减仓-$802.96万
C 减仓-$345.71万
BSCQ 清仓-$143.45万
GOOGL 减仓-$139.15万
SDY 减仓-$116.74万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| BSCQ | INVESCO EXCH TRD SLF IDX FD | $0 | 0.00% | 0 | -73,283 | -100.0% | -$143.45万 | 清仓 |
| MICC | MAGNUM ICE CREAM CO NV | $0 | 0.00% | 0 | -39,922 | -100.0% | -$63.28万 | 清仓 |
| SLDE | SLIDE INS HLDGS INC | $0 | 0.00% | 0 | -18,332 | -100.0% | -$35.71万 | 清仓 |
| COF | CAPITAL ONE FINL CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| DSI | ISHARES TR | $0 | 0.00% | 0 | -1,650 | -100.0% | -$21.26万 | 清仓 |
| — | WARNER BROS DISCOVERY INC | $0 | 0.00% | 0 | -7,097 | -100.0% | -$20.45万 | 清仓 |
| BTZ | BLACKROCK CR ALLOCATION INCO | $0 | 0.00% | 0 | -10,006 | -100.0% | -$10.84万 | 清仓 |
| JFR | NUVEEN FLOATING RATE INCOME | $9.75万 | 0.01% | 12,970 | -1,238 | -8.7% | -$9,310 | 减仓 |
| F | FORD MTR CO | $12.30万 | 0.01% | 10,662 | 238 | 2.3% | $2,746 | 加仓 |
| XEVVX | EATON VANCE LIMITED DURATION | $12.34万 | 0.01% | 13,063 | -1,200 | -8.4% | -$1.13万 | 减仓 |
| LYG | LLOYDS BANKING GROUP PLC | $12.72万 | 0.01% | 25,280 | 453 | 1.8% | $2,279 | 加仓 |
| BLW | BLACKROCK LTD DURATION INCOM | $15.51万 | 0.01% | 12,318 | -350 | -2.8% | -$4,407 | 减仓 |
| FNB | F N B CORP | $17.19万 | 0.01% | 10,283 | 0 | 0.0% | — | 不变 |
| ESML | ISHARES TR | $20.54万 | 0.01% | 4,368 | -33 | -0.7% | -$1,552 | 减仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $20.76万 | 0.01% | 2,509 | 0 | 0.0% | — | 不变 |
| QUAL | ISHARES TR | $21.27万 | 0.02% | 1,109 | 40 | 3.7% | $7,672 | 加仓 |
| IEFA | ISHARES TR | $21.66万 | 0.02% | 2,393 | -29 | -1.2% | -$2,625 | 减仓 |
| O | REALTY INCOME CORP | $21.69万 | 0.02% | 3,545 | -43 | -1.2% | -$2,631 | 减仓 |
| NZF | NUVEEN MUN CR INCOME FD | $21.83万 | 0.02% | 17,922 | 2,000 | 12.6% | $2.44万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $21.85万 | 0.02% | 1,363 | 2 | 0.1% | $321 | 加仓 |
| MAR | MARRIOTT INTL INC NEW | $22.27万 | 0.02% | 681 | -17 | -2.4% | -$5,560 | 减仓 |
| PPA | INVESCO EXCHANGE TRADED FD T | $22.68万 | 0.02% | 1,369 | 1,369 | — | $22.68万 | 新建仓 |
| — | BLACKROCK FLOATING RATE INCO | $22.76万 | 0.02% | 20,654 | -3,889 | -15.8% | -$4.29万 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $22.84万 | 0.02% | 585 | -18 | -3.0% | -$7,027 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $23.19万 | 0.02% | 3,619 | 406 | 12.6% | $2.60万 | 加仓 |
| COKE | COCA COLA CONS INC | $23.22万 | 0.02% | 1,211 | 1,211 | — | $23.22万 | 新建仓 |
| HYG | ISHARES TR | $23.25万 | 0.02% | 2,922 | -148 | -4.8% | -$1.18万 | 减仓 |
| SOXX | ISHARES TR | $23.33万 | 0.02% | 710 | -7 | -1.0% | -$2,301 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $23.52万 | 0.02% | 236 | -97 | -29.1% | -$9.67万 | 减仓 |
| FEP | FIRST TR EXCH TRD ALPHDX FD | $24.25万 | 0.02% | 4,440 | 4,440 | — | $24.25万 | 新建仓 |
| — | HONEYWELL INTL INC | $24.35万 | 0.02% | 1,077 | 1 | 0.1% | $226 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $24.75万 | 0.02% | 4,080 | -764 | -15.8% | -$4.63万 | 减仓 |
| QCOM | QUALCOMM INC | $25.01万 | 0.02% | 1,942 | -622 | -24.3% | -$8.01万 | 减仓 |
| IBDU | ISHARES TR | $25.21万 | 0.02% | 10,840 | 10,840 | — | $25.21万 | 新建仓 |
| RDIV | INVESCO EXCH TRADED FD TR II | $25.23万 | 0.02% | 4,533 | 0 | 0.0% | — | 不变 |
| DIS | DISNEY WALT CO | $25.29万 | 0.02% | 2,624 | -42 | -1.6% | -$4,048 | 减仓 |
| TJX | TJX COS INC NEW | $25.76万 | 0.02% | 1,613 | 134 | 9.1% | $2.14万 | 加仓 |
| SPYM | SPDR SERIES TRUST | $26.25万 | 0.02% | 3,429 | 0 | 0.0% | — | 不变 |
| ABT | ABBOTT LABORATORIES | $27.92万 | 0.02% | 2,720 | -468 | -14.7% | -$4.80万 | 减仓 |
| SMLF | ISHARES TR | $28.27万 | 0.02% | 3,745 | 736 | 24.5% | $5.56万 | 加仓 |
| MTUM | ISHARES TR | $28.53万 | 0.02% | 1,189 | 0 | 0.0% | — | 不变 |
| BA | BOEING CO | $28.58万 | 0.02% | 1,436 | 1 | 0.1% | $199 | 加仓 |
| PFF | ISHARES TR | $28.66万 | 0.02% | 9,454 | -600 | -6.0% | -$1.82万 | 减仓 |
| VHT | VANGUARD WORLD FD | $28.73万 | 0.02% | 1,055 | 0 | 0.0% | — | 不变 |
| MLPA | GLOBAL X FDS | $29.20万 | 0.02% | 5,420 | -310 | -5.4% | -$1.67万 | 减仓 |
| IYR | ISHARES TR | $29.27万 | 0.02% | 3,095 | 0 | 0.0% | — | 不变 |
| DWAS | INVESCO EXCH TRADED FD TR II | $29.64万 | 0.02% | 3,010 | -154 | -4.9% | -$1.52万 | 减仓 |
| IBDW | ISHARES TR | $29.91万 | 0.02% | 14,290 | 14,290 | — | $29.91万 | 新建仓 |
| IBDV | ISHARES TR | $29.97万 | 0.02% | 13,690 | 13,690 | — | $29.97万 | 新建仓 |
| AFB | ALLIANCEBERNSTEIN NATL MUN I | $30.85万 | 0.02% | 28,856 | 0 | 0.0% | — | 不变 |
| PGF | INVESCO EXCHANGE TRADED FD T | $31.24万 | 0.02% | 22,702 | -1,175 | -4.9% | -$1.62万 | 减仓 |
| AHR | AMERICAN HEALTHCARE REIT INC | $31.56万 | 0.02% | 6,692 | 505 | 8.2% | $2.38万 | 加仓 |
| PAVE | GLOBAL X FDS | $31.94万 | 0.02% | 6,286 | 412 | 7.0% | $2.09万 | 加仓 |
| NOBL | PROSHARES TR | $31.97万 | 0.02% | 3,016 | 0 | 0.0% | — | 不变 |
| IPKW | INVESCO EXCH TRADED FD TR II | $32.50万 | 0.02% | 5,776 | 6 | 0.1% | $338 | 加仓 |
| MO | ALTRIA GROUP INC | $32.80万 | 0.02% | 4,970 | -32 | -0.6% | -$2,112 | 减仓 |
| VGT | VANGUARD WORLD FD | $33.14万 | 0.02% | 475 | -4 | -0.8% | -$2,791 | 减仓 |
| CAT | CATERPILLAR INC | $33.37万 | 0.02% | 471 | 1 | 0.2% | $708 | 加仓 |
| VB | VANGUARD INDEX FDS | $33.39万 | 0.02% | 1,275 | 0 | 0.0% | — | 不变 |
| BP | BP PLC | $33.51万 | 0.02% | 7,130 | 0 | 0.0% | — | 不变 |
| MS | MORGAN STANLEY | $33.51万 | 0.02% | 2,036 | 12 | 0.6% | $1,975 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $34.00万 | 0.02% | 3,833 | 0 | 0.0% | — | 不变 |
| VTI | VANGUARD INDEX FDS | $34.01万 | 0.02% | 1,060 | -17 | -1.6% | -$5,454 | 减仓 |
| MHD | BLACKROCK MUNIHOLDINGS FD IN | $34.22万 | 0.02% | 30,334 | 5,950 | 24.4% | $6.71万 | 加仓 |
| IQV | IQVIA HLDGS INC | $34.59万 | 0.02% | 2,028 | 293 | 16.9% | $5.00万 | 加仓 |
| MDYV | SPDR SERIES TRUST | $34.72万 | 0.02% | 4,078 | -25 | -0.6% | -$2,129 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $35.04万 | 0.03% | 1,446 | -107 | -6.9% | -$2.59万 | 减仓 |
| CSCO | CISCO SYS INC | $35.39万 | 0.03% | 4,561 | -655 | -12.6% | -$5.08万 | 减仓 |
| LQD | ISHARES TR | $35.66万 | 0.03% | 3,272 | 0 | 0.0% | — | 不变 |
| APO | APOLLO GLOBAL MGMT INC | $35.74万 | 0.03% | 3,208 | -545 | -14.5% | -$6.07万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $35.78万 | 0.03% | 3,853 | 8 | 0.2% | $743 | 加仓 |
| NFLX | NETFLIX INC. | $35.79万 | 0.03% | 3,722 | 942 | 33.9% | $9.06万 | 加仓 |
| KKR | KKR & CO INC | $36.03万 | 0.03% | 3,895 | -389 | -9.1% | -$3.60万 | 减仓 |
| IVE | ISHARES TR | $36.30万 | 0.03% | 1,719 | 0 | 0.0% | — | 不变 |
| ISRG | INTUITIVE SURGICAL INC | $36.97万 | 0.03% | 802 | 1 | 0.1% | $461 | 加仓 |
| VLO | VALERO ENERGY CORP | $38.74万 | 0.03% | 1,568 | -600 | -27.7% | -$14.82万 | 减仓 |
| ROK | ROCKWELL AUTOMATION INC | $39.01万 | 0.03% | 1,087 | -40 | -3.5% | -$1.44万 | 减仓 |
| — | FEDERATED HERMES PREM MUNI I | $39.05万 | 0.03% | 35,730 | 1,536 | 4.5% | $1.68万 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $39.46万 | 0.03% | 15,390 | 256 | 1.7% | $6,564 | 加仓 |
| NXP | NUVEEN SELECT TAX-FREE INCOM | $39.55万 | 0.03% | 27,560 | -1,000 | -3.5% | -$1.44万 | 减仓 |
| ABNB | AIRBNB INC | $39.80万 | 0.03% | 3,152 | 893 | 39.5% | $11.28万 | 加仓 |
| — | BLACKROCK FLOATING RATE INC | $40.91万 | 0.03% | 38,024 | -890 | -2.3% | -$9,576 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $41.23万 | 0.03% | 1,220 | -65 | -5.1% | -$2.20万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $41.98万 | 0.03% | 702 | -1 | -0.1% | -$598 | 减仓 |
| MGK | VANGUARD WORLD FD | $43.50万 | 0.03% | 1,184 | -2 | -0.2% | -$735 | 减仓 |
| VIS | VANGUARD WORLD FD | $43.84万 | 0.03% | 1,404 | -10 | -0.7% | -$3,122 | 减仓 |
| DVY | ISHARES TR | $44.33万 | 0.03% | 2,928 | -215 | -6.8% | -$3.26万 | 减仓 |
| LVHI | LEGG MASON ETF INVT | $44.37万 | 0.03% | 10,945 | 2,656 | 32.0% | $10.77万 | 加仓 |
| VBK | VANGUARD INDEX FDS | $44.94万 | 0.03% | 1,487 | -400 | -21.2% | -$12.09万 | 减仓 |
| — | BNY MELLON MUN BD INFRASTRUC | $45.43万 | 0.03% | 43,100 | -1,000 | -2.3% | -$1.05万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $45.50万 | 0.03% | 3,150 | -31 | -1.0% | -$4,478 | 减仓 |
| FLQM | FRANKLIN TEMPLETON ETF TR | $45.69万 | 0.03% | 8,318 | 80 | 1.0% | $4,394 | 加仓 |
| PNC | PNC FINL SVCS GROUP INC | $45.80万 | 0.03% | 2,201 | 45 | 2.1% | $9,364 | 加仓 |
| EMLP | FIRST TR EXCHANGE-TRADED FD | $46.47万 | 0.03% | 10,644 | 0 | 0.0% | — | 不变 |
| VGSH | VANGUARD SCOTTSDALE FDS | $47.06万 | 0.03% | 8,038 | 0 | 0.0% | — | 不变 |
| SSB | SOUTHSTATE BK CORP | $47.61万 | 0.03% | 5,146 | -708 | -12.1% | -$6.55万 | 减仓 |
| AVGO | BROADCOM INC | $48.69万 | 0.04% | 1,573 | 208 | 15.2% | $6.44万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $50.32万 | 0.04% | 3,440 | 296 | 9.4% | $4.33万 | 加仓 |
| SPYG | SPDR SERIES TRUST | $53.18万 | 0.04% | 5,432 | 0 | 0.0% | — | 不变 |
| SMH | VANECK ETF TRUST | $53.56万 | 0.04% | 1,397 | -4 | -0.3% | -$1,534 | 减仓 |