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 |
|---|---|---|---|---|---|---|---|---|
| GE | GE AEROSPACE | $54.08万 | 0.04% | 1,906 | -51 | -2.6% | -$1.45万 | 减仓 |
| EMR | EMERSON ELEC CO | $54.73万 | 0.04% | 4,177 | -398 | -8.7% | -$5.21万 | 减仓 |
| DGS | WISDOMTREE TR | $58.68万 | 0.04% | 9,763 | -419 | -4.1% | -$2.52万 | 减仓 |
| — | DBX ETF TR | $59.73万 | 0.04% | 10,854 | 887 | 8.9% | $4.88万 | 加仓 |
| MOAT | VANECK ETF TRUST | $61.70万 | 0.04% | 6,381 | 0 | 0.0% | — | 不变 |
| SO | SOUTHERN CO | $62.12万 | 0.04% | 6,436 | -669 | -9.4% | -$6.46万 | 减仓 |
| COR | CENCORA INC | $62.26万 | 0.04% | 1,982 | -149 | -7.0% | -$4.68万 | 减仓 |
| SUSA | ISHARES TR | $63.10万 | 0.05% | 4,777 | -9 | -0.2% | -$1,189 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $63.22万 | 0.05% | 4,269 | 3 | 0.1% | $444 | 加仓 |
| HD | HOME DEPOT INC | $63.28万 | 0.05% | 1,924 | -75 | -3.8% | -$2.47万 | 减仓 |
| WEC | WEC ENERGY GROUP INC | $64.15万 | 0.05% | 5,541 | 140 | 2.6% | $1.62万 | 加仓 |
| HEFA | ISHARES TR | $68.98万 | 0.05% | 16,233 | 1,380 | 9.3% | $5.86万 | 加仓 |
| COWZ | PACER FDS TR | $69.40万 | 0.05% | 11,093 | 473 | 4.5% | $2.96万 | 加仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $69.44万 | 0.05% | 7,523 | -2,182 | -22.5% | -$20.14万 | 减仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $70.46万 | 0.05% | 8,889 | -450 | -4.8% | -$3.57万 | 减仓 |
| IVW | ISHARES TR | $73.25万 | 0.05% | 6,476 | -43 | -0.7% | -$4,864 | 减仓 |
| IJK | ISHARES TR | $73.66万 | 0.05% | 7,321 | 0 | 0.0% | — | 不变 |
| LMT | LOCKHEED MARTIN CORP | $75.43万 | 0.05% | 1,248 | -76 | -5.7% | -$4.59万 | 减仓 |
| BSV | VANGUARD BD INDEX FDS | $76.39万 | 0.05% | 9,742 | 0 | 0.0% | — | 不变 |
| MCD | MCDONALDS CORP | $79.49万 | 0.06% | 2,558 | -350 | -12.0% | -$10.88万 | 减仓 |
| CL | COLGATE PALMOLIVE CO | $81.55万 | 0.06% | 9,568 | -4,000 | -29.5% | -$34.09万 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $82.43万 | 0.06% | 1,677 | 1,677 | — | $82.43万 | 新建仓 |
| USMV | ISHARES TR | $84.24万 | 0.06% | 9,083 | -920 | -9.2% | -$8.53万 | 减仓 |
| BSCV | INVESCO EXCH TRD SLF IDX FD | $85.00万 | 0.06% | 51,640 | 51,640 | — | $85.00万 | 新建仓 |
| WELL | WELLTOWER INC | $86.72万 | 0.06% | 4,386 | -491 | -10.1% | -$9.71万 | 减仓 |
| CVS | CVS HEALTH CORP | $90.93万 | 0.07% | 12,661 | 7 | 0.1% | $503 | 加仓 |
| IVV | ISHARES TR | $91.75万 | 0.07% | 1,405 | -16 | -1.1% | -$1.04万 | 减仓 |
| T | AT&T INC | $92.03万 | 0.07% | 31,745 | -168 | -0.5% | -$4,870 | 减仓 |
| PZA | INVESCO EXCH TRADED FD TR II | $93.72万 | 0.07% | 40,784 | -1,057 | -2.5% | -$2.43万 | 减仓 |
| MRK | MERCK & CO INC | $94.04万 | 0.07% | 7,818 | -639 | -7.6% | -$7.69万 | 减仓 |
| CVX | CHEVRON CORPORATION | $94.08万 | 0.07% | 4,547 | 0 | 0.0% | — | 不变 |
| SCHY | SCHWAB STRATEGIC TR | $99.42万 | 0.07% | 31,401 | 0 | 0.0% | — | 不变 |
| DWM | WISDOMTREE TR | $102.68万 | 0.07% | 14,692 | 0 | 0.0% | — | 不变 |
| FNDA | SCHWAB STRATEGIC TR | $103.59万 | 0.07% | 31,944 | -963 | -2.9% | -$3.12万 | 减仓 |
| GLD | SPDR GOLD TR | $104.13万 | 0.07% | 2,420 | -30 | -1.2% | -$1.29万 | 减仓 |
| CRM | SALESFORCE INC | $104.18万 | 0.07% | 5,581 | 113 | 2.1% | $2.11万 | 加仓 |
| BHK | BLACKROCK CORE BD TR | $106.30万 | 0.08% | 116,046 | -1,800 | -1.5% | -$1.65万 | 减仓 |
| — | EATON VANCE MUN INCOME TR | $109.64万 | 0.08% | 105,320 | 4,000 | 3.9% | $4.16万 | 加仓 |
| MSCI | MSCI INC | $110.44万 | 0.08% | 2,049 | -40 | -1.9% | -$2.16万 | 减仓 |
| VXUS | VANGUARD STAR FDS | $115.51万 | 0.08% | 14,980 | 0 | 0.0% | — | 不变 |
| VEU | VANGUARD INTL EQUITY INDEX F | $119.28万 | 0.09% | 15,883 | -851 | -5.1% | -$6.39万 | 减仓 |
| — | WESTERN ASSET PREMIER BD FD | $125.25万 | 0.09% | 118,381 | -3,544 | -2.9% | -$3.75万 | 减仓 |
| VBR | VANGUARD INDEX FDS | $128.92万 | 0.09% | 5,934 | -614 | -9.4% | -$13.34万 | 减仓 |
| LLY | ELI LILLY & CO | $129.61万 | 0.09% | 1,409 | -8 | -0.6% | -$7,359 | 减仓 |
| GIS | GENERAL MILLS INC | $131.89万 | 0.09% | 35,434 | 6,630 | 23.0% | $24.68万 | 加仓 |
| MUB | ISHARES TR | $138.66万 | 0.10% | 13,063 | 255 | 2.0% | $2.71万 | 加仓 |
| — | NYLI MACKAY DEFINEDTERM MUNI | $142.08万 | 0.10% | 95,676 | 4,330 | 4.7% | $6.43万 | 加仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $143.63万 | 0.10% | 2 | 0 | 0.0% | — | 不变 |
| XLK | SELECT SECTOR SPDR TR | $145.21万 | 0.10% | 10,926 | -770 | -6.6% | -$10.23万 | 减仓 |
| ACN | ACCENTURE PLC IRELAND | $155.08万 | 0.11% | 7,821 | 7,821 | — | $155.08万 | 新建仓 |
| SYY | SYSCO CORP | $156.06万 | 0.11% | 21,878 | -331 | -1.5% | -$2.36万 | 减仓 |
| EFA | ISHARES TR | $157.56万 | 0.11% | 16,222 | -100 | -0.6% | -$9,713 | 减仓 |
| AMRZ | AMRIZE LTD | $164.83万 | 0.12% | 29,424 | 29,424 | — | $164.83万 | 新建仓 |
| MINO | PIMCO ETF TR | $166.43万 | 0.12% | 36,846 | 10,422 | 39.4% | $47.08万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $169.77万 | 0.12% | 6,945 | -2,291 | -24.8% | -$56.00万 | 减仓 |
| — | INVESCO BD FD | $172.35万 | 0.12% | 114,900 | -5,173 | -4.3% | -$7.76万 | 减仓 |
| SCHZ | SCHWAB STRATEGIC TR | $177.83万 | 0.13% | 76,585 | -300 | -0.4% | -$6,966 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $180.10万 | 0.13% | 9,384 | 346 | 3.8% | $6.64万 | 加仓 |
| WMT | WALMART INC | $186.51万 | 0.13% | 15,007 | -1,187 | -7.3% | -$14.75万 | 减仓 |
| HDV | ISHARES TR | $190.94万 | 0.14% | 14,069 | -245 | -1.7% | -$3.33万 | 减仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $191.71万 | 0.14% | 37,880 | -11,409 | -23.1% | -$57.74万 | 减仓 |
| UPS | UNITED PARCEL SVCS INC | $196.95万 | 0.14% | 20,020 | 738 | 3.8% | $7.26万 | 加仓 |
| VOT | VANGUARD INDEX FDS | $198.28万 | 0.14% | 7,705 | 0 | 0.0% | — | 不变 |
| SDY | SPDR SERIES TRUST | $201.78万 | 0.15% | 13,826 | -7,999 | -36.7% | -$116.74万 | 减仓 |
| LOW | LOWES COS INC | $214.56万 | 0.15% | 9,081 | 5,598 | 160.7% | $132.27万 | 加仓 |
| TXN | TEXAS INSTRS INC | $215.50万 | 0.15% | 11,100 | 155 | 1.4% | $3.01万 | 加仓 |
| QQQ | INVESCO QQQ TR | $220.96万 | 0.16% | 3,828 | -9 | -0.2% | -$5,195 | 减仓 |
| — | RIVERNORTH MANAGED DUR MUN I | $228.83万 | 0.16% | 167,888 | -1,468 | -0.9% | -$2.00万 | 减仓 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $230.27万 | 0.17% | 33,724 | 4,266 | 14.5% | $29.13万 | 加仓 |
| GPC | GENUINE PARTS CO | $231.65万 | 0.17% | 21,905 | 80 | 0.4% | $8,460 | 加仓 |
| TSLA | TESLA INC | $232.98万 | 0.17% | 6,267 | -28 | -0.4% | -$1.04万 | 减仓 |
| ABBV | ABBVIE INC | $233.74万 | 0.17% | 10,747 | -142 | -1.3% | -$3.09万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $239.16万 | 0.17% | 4,786 | -284 | -5.6% | -$14.19万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $244.97万 | 0.18% | 14,047 | 1,006 | 7.7% | $17.54万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $251.05万 | 0.18% | 8,300 | -127 | -1.5% | -$3.84万 | 减仓 |
| AON | AON PLC | $257.64万 | 0.19% | 7,982 | 4,955 | 163.7% | $159.94万 | 加仓 |
| ES | EVERSOURCE ENERGY | $257.90万 | 0.19% | 37,226 | 364 | 1.0% | $2.52万 | 加仓 |
| SCHA | SCHWAB STRATEGIC TR | $274.65万 | 0.20% | 94,447 | 113 | 0.1% | $3,286 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $275.68万 | 0.20% | 4,239 | -91 | -2.1% | -$5.92万 | 减仓 |
| FIS | FIDELITY NATL INFORMATION SV | $292.24万 | 0.21% | 62,298 | 9,668 | 18.4% | $45.35万 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $293.62万 | 0.21% | 118,635 | -886 | -0.7% | -$2.19万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $297.71万 | 0.21% | 6,816 | -200 | -2.9% | -$8.74万 | 减仓 |
| IWF | ISHARES TR | $304.72万 | 0.22% | 7,146 | -160 | -2.2% | -$6.82万 | 减仓 |
| KBWB | INVESCO EXCH TRADED FD TR II | $315.90万 | 0.23% | 39,927 | -495 | -1.2% | -$3.92万 | 减仓 |
| HII | HUNTINGTON INGALLS INDS INC | $324.28万 | 0.23% | 8,536 | 286 | 3.5% | $10.87万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $325.55万 | 0.23% | 106,110 | -7,036 | -6.2% | -$21.59万 | 减仓 |
| AMT | AMERICAN TOWER CORP | $325.95万 | 0.23% | 18,887 | 1,776 | 10.4% | $30.65万 | 加仓 |
| VIOG | VANGUARD ADMIRAL FDS INC | $328.84万 | 0.24% | 26,421 | 649 | 2.5% | $8.08万 | 加仓 |
| PAGP | PLAINS GP HLDGS L P | $343.40万 | 0.25% | 141,434 | 152 | 0.1% | $3,691 | 加仓 |
| BX | BLACKSTONE INC | $382.69万 | 0.28% | 33,280 | -349 | -1.0% | -$4.01万 | 减仓 |
| PFE | PFIZER INC | $394.98万 | 0.28% | 140,662 | 4,942 | 3.6% | $13.88万 | 加仓 |
| VLY | VALLEY NATL BANCORP | $401.58万 | 0.29% | 327,018 | 0 | 0.0% | — | 不变 |
| IJH | ISHARES TR | $416.95万 | 0.30% | 61,744 | -1,364 | -2.2% | -$9.21万 | 减仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $431.02万 | 0.31% | 113,907 | -1,801 | -1.6% | -$6.81万 | 减仓 |
| EBAY | EBAY INC. | $435.65万 | 0.31% | 47,863 | -88,219 | -64.8% | -$802.96万 | 减仓 |
| SBUX | STARBUCKS CORP | $436.19万 | 0.31% | 48,688 | 369 | 0.8% | $3.31万 | 加仓 |
| EIX | EDISON INTL | $446.37万 | 0.32% | 60,996 | -11 | -0.0% | -$805 | 减仓 |
| LAMR | LAMAR ADVERTISING CO | $451.20万 | 0.32% | 35,623 | 163 | 0.5% | $2.06万 | 加仓 |
| XMLV | INVESCO EXCH TRADED FD TR II | $455.97万 | 0.33% | 72,410 | 902 | 1.3% | $5.68万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $465.02万 | 0.33% | 92,633 | -729 | -0.8% | -$3.66万 | 减仓 |