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 |
|---|---|---|---|---|---|---|---|---|
| KMX | CARMAX INC | $465.37万 | 0.33% | 111,921 | 23,993 | 27.3% | $99.76万 | 加仓 |
| BAC | BANK AMERICA CORP | $494.07万 | 0.36% | 101,347 | 3,121 | 3.2% | $15.21万 | 加仓 |
| FERG | FERGUSON ENTERPRISES INC | $518.40万 | 0.37% | 22,224 | 22,224 | — | $518.40万 | 新建仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $561.95万 | 0.40% | 19,345 | 100 | 0.5% | $2.90万 | 加仓 |
| AMGN | AMGEN INC | $572.92万 | 0.41% | 16,283 | -25 | -0.2% | -$8,796 | 减仓 |
| SCHB | SCHWAB STRATEGIC TR | $600.85万 | 0.43% | 239,383 | -8,676 | -3.5% | -$21.78万 | 减仓 |
| BSCU | INVESCO EXCH TRD SLF IDX FD | $625.94万 | 0.45% | 374,385 | 146,820 | 64.5% | $245.47万 | 加仓 |
| PEP | PEPSICO INC | $666.94万 | 0.48% | 42,948 | 1,617 | 3.9% | $25.11万 | 加仓 |
| GSK | GSK PLC | $667.53万 | 0.48% | 120,951 | 1,101 | 0.9% | $6.08万 | 加仓 |
| SCHV | SCHWAB STRATEGIC TR | $667.83万 | 0.48% | 218,961 | -2,109 | -1.0% | -$6.43万 | 减仓 |
| BSCR | INVESCO EXCH TRD SLF IDX FD | $673.24万 | 0.48% | 343,054 | 55,331 | 19.2% | $108.59万 | 加仓 |
| KO | COCA COLA CO | $683.25万 | 0.49% | 89,842 | 90 | 0.1% | $6,844 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $690.58万 | 0.50% | 52,740 | 74 | 0.1% | $9,690 | 加仓 |
| BSCT | INVESCO EXCH TRD SLF IDX FD | $692.89万 | 0.50% | 371,318 | 64,106 | 20.9% | $119.62万 | 加仓 |
| SPEM | SPDR INDEX SHS FDS | $709.57万 | 0.51% | 151,263 | 1,243 | 0.8% | $5.83万 | 加仓 |
| ETR | ENTERGY CORP NEW | $714.29万 | 0.51% | 63,572 | -4,271 | -6.3% | -$47.99万 | 减仓 |
| AVUV | AMERICAN CENTY ETF TR | $714.90万 | 0.51% | 64,714 | 1,179 | 1.9% | $13.02万 | 加仓 |
| BSCS | INVESCO EXCH TRD SLF IDX FD | $738.16万 | 0.53% | 361,436 | 64,166 | 21.6% | $131.05万 | 加仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $766.42万 | 0.55% | 26,180 | 1,176 | 4.7% | $34.43万 | 加仓 |
| SPHY | SPDR SERIES TRUST | $770.36万 | 0.55% | 330,341 | 14,545 | 4.6% | $33.92万 | 加仓 |
| XMMO | INVESCO EXCHANGE TRADED FD T | $875.05万 | 0.63% | 60,340 | 1,470 | 2.5% | $21.32万 | 加仓 |
| ENB | ENBRIDGE INC | $930.37万 | 0.67% | 171,846 | -430 | -0.2% | -$2.33万 | 减仓 |
| SCHM | SCHWAB STRATEGIC TR | $1,031.46万 | 0.74% | 333,160 | -23,343 | -6.5% | -$72.27万 | 减仓 |
| BDX | BECTON DICKINSON & CO | $1,049.82万 | 0.76% | 66,770 | 4,346 | 7.0% | $68.33万 | 加仓 |
| EFAV | ISHARES TR | $1,099.68万 | 0.79% | 120,355 | 922 | 0.8% | $8.42万 | 加仓 |
| BLK | BLACKROCK INC | $1,117.46万 | 0.80% | 11,619 | -12 | -0.1% | -$1.15万 | 减仓 |
| SNY | SANOFI SA | $1,125.37万 | 0.81% | 233,577 | 9,155 | 4.1% | $44.11万 | 加仓 |
| BNY | BANK NEW YORK MELLON CORP | $1,131.62万 | 0.81% | 95,391 | -1,410 | -1.5% | -$16.73万 | 减仓 |
| OMC | OMNICOM GROUP INC | $1,156.23万 | 0.83% | 153,529 | 13,813 | 9.9% | $104.03万 | 加仓 |
| RTX | RTX CORPORATION | $1,161.84万 | 0.84% | 60,230 | -3,246 | -5.1% | -$62.62万 | 减仓 |
| UL | UNILEVER PLC | $1,173.05万 | 0.84% | 205,906 | 9,538 | 4.9% | $54.34万 | 加仓 |
| MCK | MCKESSON CORP | $1,282.03万 | 0.92% | 14,815 | -176 | -1.2% | -$15.23万 | 减仓 |
| KBE | SPDR SERIES TRUST | $1,318.88万 | 0.95% | 221,474 | 5,515 | 2.6% | $32.84万 | 加仓 |
| GD | GENERAL DYNAMICS CORP | $1,373.84万 | 0.99% | 40,028 | 720 | 1.8% | $24.71万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $1,392.94万 | 1.00% | 478,182 | -12,909 | -2.6% | -$37.60万 | 减仓 |
| BKNG | BOOKING HOLDINGS INC | $1,421.40万 | 1.02% | 3,376 | 169 | 5.3% | $71.15万 | 加仓 |
| ORCL | ORACLE CORP | $1,436.65万 | 1.03% | 97,658 | -1,602 | -1.6% | -$23.57万 | 减仓 |
| V | VISA INC | $1,463.26万 | 1.05% | 48,414 | 442 | 0.9% | $13.36万 | 加仓 |
| CMCSA | COMCAST CORP NEW | $1,472.14万 | 1.06% | 512,761 | 16,986 | 3.4% | $48.77万 | 加仓 |
| META | META PLATFORMS INC | $1,482.10万 | 1.07% | 25,905 | 2,115 | 8.9% | $121.01万 | 加仓 |
| IJR | ISHARES TR | $1,612.00万 | 1.16% | 129,676 | -1,151 | -0.9% | -$14.31万 | 减仓 |
| C | CITIGROUP INC | $1,669.23万 | 1.20% | 147,185 | -30,483 | -17.2% | -$345.71万 | 减仓 |
| VOE | VANGUARD INDEX FDS | $1,705.16万 | 1.23% | 92,531 | 1,463 | 1.6% | $26.96万 | 加仓 |
| MDT | MEDTRONIC PLC | $1,717.72万 | 1.24% | 198,237 | 5,628 | 2.9% | $48.77万 | 加仓 |
| GOOGL | ALPHABET INC | $1,726.17万 | 1.24% | 60,028 | -4,839 | -7.5% | -$139.15万 | 减仓 |
| COP | CONOCOPHILLIPS | $1,735.95万 | 1.25% | 131,511 | 3,305 | 2.6% | $43.63万 | 加仓 |
| AAPL | APPLE INC | $1,761.41万 | 1.27% | 69,404 | -4,275 | -5.8% | -$108.50万 | 减仓 |
| SCHW | SCHWAB CHARLES CORP | $1,817.56万 | 1.31% | 193,398 | 2,541 | 1.3% | $23.88万 | 加仓 |
| AMAT | APPLIED MATLS INC | $2,036.22万 | 1.46% | 59,575 | -1,606 | -2.6% | -$54.89万 | 减仓 |
| VTIP | VANGUARD MALVERN FDS | $2,079.59万 | 1.50% | 416,335 | 3,338 | 0.8% | $16.67万 | 加仓 |
| NVS | NOVARTIS AG | $2,156.83万 | 1.55% | 141,200 | -3,279 | -2.3% | -$50.09万 | 减仓 |
| ADI | ANALOG DEVICES INC | $2,223.06万 | 1.60% | 69,877 | -2,556 | -3.5% | -$81.32万 | 减仓 |
| STIP | ISHARES TR | $2,454.60万 | 1.77% | 237,320 | 10,975 | 4.8% | $113.51万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $2,563.83万 | 1.84% | 155,064 | 2,201 | 1.4% | $36.39万 | 加仓 |
| WFC | WELLS FARGO & CO | $2,738.18万 | 1.97% | 343,949 | -8,252 | -2.3% | -$65.69万 | 减仓 |
| VO | VANGUARD INDEX FDS | $2,895.87万 | 2.08% | 100,838 | 1,376 | 1.4% | $39.52万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $2,912.78万 | 2.09% | 135,441 | -679 | -0.5% | -$14.60万 | 减仓 |
| AMZN | AMAZON COM INC | $2,930.86万 | 2.11% | 140,724 | 1,209 | 0.9% | $25.18万 | 加仓 |
| — | EXXON MOBIL CORP | $2,974.35万 | 2.14% | 175,312 | -177 | -0.1% | -$3.00万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $3,072.66万 | 2.21% | 104,455 | -1,517 | -1.4% | -$44.62万 | 减仓 |
| MGC | VANGUARD WORLD FD | $3,213.79万 | 2.31% | 135,976 | 1,565 | 1.2% | $36.99万 | 加仓 |
| IWY | ISHARES TR | $3,310.37万 | 2.38% | 133,032 | 4,272 | 3.3% | $106.30万 | 加仓 |
| IGIB | ISHARES TR | $3,310.93万 | 2.38% | 622,121 | 15,718 | 2.6% | $83.65万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $3,336.09万 | 2.40% | 69,618 | 125 | 0.2% | $5.99万 | 加仓 |
| MSFT | MICROSOFT CORP | $3,556.21万 | 2.56% | 96,070 | 2,480 | 2.6% | $91.80万 | 加仓 |
| SPDW | SPDR INDEX SHS FDS | $3,645.30万 | 2.62% | 798,533 | 10,229 | 1.3% | $46.70万 | 加仓 |
| GOOG | ALPHABET INC | $4,971.24万 | 3.58% | 173,299 | -2,285 | -1.3% | -$65.55万 | 减仓 |
| DGRO | ISHARES TR | $9,849.17万 | 7.08% | 1,403,415 | 40,085 | 2.9% | $281.32万 | 加仓 |