Successful Portfolios LLC
CLEARWATER FL · SEC CIK 0001721780
$2.14亿2026Q2 申报市值
199持仓数
33.9%前十大占比 · 第一大 5.1%
10 / 1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
BSV 加仓+$86.42万
HONA 新建仓+$69.40万
VBIL 加仓+$51.60万
BIV 加仓+$49.70万
SGOV 加仓+$40.63万
2026Q2 卖出最多 按季末市值估算
HON 减仓-$71.16万
SPY 减仓-$8.44万
BHP 减仓-$8.20万
SCHX 减仓-$7.99万
VXUS 减仓-$6.11万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | $1,083.53万 | 5.06% | 14,309 | 372 | 2.7% | $28.17万 | 加仓 |
| BSV | VANGUARD BD INDEX FDS | $934.87万 | 4.37% | 120,461 | 11,135 | 10.2% | $86.42万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $934.51万 | 4.36% | 12,403 | -112 | -0.9% | -$8.44万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $758.47万 | 3.54% | 20,371 | 768 | 3.9% | $28.59万 | 加仓 |
| AAPL | APPLE INC | $624.67万 | 2.92% | 19,782 | -146 | -0.7% | -$4.61万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $607.74万 | 2.84% | 32,747 | 604 | 1.9% | $11.21万 | 加仓 |
| SCHB | SCHWAB STRATEGIC TR | $607.25万 | 2.84% | 208,190 | -589 | -0.3% | -$1.72万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $584.77万 | 2.73% | 28,628 | -281 | -1.0% | -$5.74万 | 减仓 |
| WMT | WALMART INC | $578.59万 | 2.70% | 50,990 | -134 | -0.3% | -$1.52万 | 减仓 |
| SCHO | SCHWAB STRATEGIC TR | $554.18万 | 2.59% | 230,209 | 7,218 | 3.2% | $17.38万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $485.32万 | 2.27% | 4,902 | 0 | 0.0% | — | 不变 |
| AMD | ADVANCED MICRO DEVICES INC | $450.45万 | 2.10% | 8,197 | -72 | -0.9% | -$3.96万 | 减仓 |
| MSFT | MICROSOFT CORP | $445.25万 | 2.08% | 11,572 | -85 | -0.7% | -$3.27万 | 减仓 |
| SGOV | ISHARES TR | $373.39万 | 1.74% | 37,156 | 4,043 | 12.2% | $40.63万 | 加仓 |
| AMAT | APPLIED MATLS INC | $366.90万 | 1.71% | 6,142 | -1 | -0.0% | -$597 | 减仓 |
| AMZN | AMAZON COM INC | $329.78万 | 1.54% | 13,392 | -202 | -1.5% | -$4.97万 | 减仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $299.88万 | 1.40% | 51,663 | 807 | 1.6% | $4.68万 | 加仓 |
| GOOGL | ALPHABET INC | $299.32万 | 1.40% | 8,354 | -158 | -1.9% | -$5.66万 | 减仓 |
| GOOG | ALPHABET INC | $294.47万 | 1.38% | 8,275 | -45 | -0.5% | -$1.60万 | 减仓 |
| HD | HOME DEPOT INC | $293.87万 | 1.37% | 8,580 | 3 | 0.0% | $1,028 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $265.53万 | 1.24% | 89,305 | -2,686 | -2.9% | -$7.99万 | 减仓 |
| GBIL | GOLDMAN SACHS ETF TR | $241.30万 | 1.13% | 24,138 | 2,882 | 13.6% | $28.81万 | 加仓 |
| VXUS | VANGUARD STAR FDS | $218.53万 | 1.02% | 25,642 | -717 | -2.7% | -$6.11万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $215.35万 | 1.01% | 9,018 | 312 | 3.6% | $7.45万 | 加仓 |
| XLI | SELECT SECTOR SPDR TR | $205.29万 | 0.96% | 11,309 | -5 | -0.0% | -$908 | 减仓 |
| BIV | VANGUARD BD INDEX FDS | $196.25万 | 0.92% | 25,812 | 6,537 | 33.9% | $49.70万 | 加仓 |
| VXF | VANGUARD INDEX FDS | $194.84万 | 0.91% | 8,060 | 86 | 1.1% | $2.08万 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $193.23万 | 0.90% | 15,407 | 0 | 0.0% | — | 不变 |
| SONY | SONY GROUP CORP | $191.59万 | 0.89% | 91,543 | -1,395 | -1.5% | -$2.92万 | 减仓 |
| IBKR | INTERACTIVE BROKERS GROUP IN | $188.87万 | 0.88% | 19,939 | -263 | -1.3% | -$2.49万 | 减仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $185.99万 | 0.87% | 11,821 | 734 | 6.6% | $11.55万 | 加仓 |
| XLF | SELECT SECTOR SPDR TR | $174.52万 | 0.82% | 31,374 | -204 | -0.6% | -$1.13万 | 减仓 |
| SCHR | SCHWAB STRATEGIC TR | $173.33万 | 0.81% | 70,741 | 1,831 | 2.7% | $4.49万 | 加仓 |
| STIP | ISHARES TR | $171.30万 | 0.80% | 16,903 | 1,174 | 7.5% | $11.90万 | 加仓 |
| LLY | ELI LILLY & CO | $157.21万 | 0.73% | 1,305 | -18 | -1.4% | -$2.17万 | 减仓 |
| SCHF | SCHWAB STRATEGIC TR | $147.88万 | 0.69% | 53,694 | 3,804 | 7.6% | $10.48万 | 加仓 |
| RTX | RTX CORPORATION | $144.14万 | 0.67% | 7,380 | 139 | 1.9% | $2.71万 | 加仓 |
| VBIL | VANGUARD INSTL INDEX FD | $122.94万 | 0.57% | 16,270 | 6,829 | 72.3% | $51.60万 | 加仓 |
| SPTS | SPDR SERIES TRUST | $122.26万 | 0.57% | 42,271 | 859 | 2.1% | $2.48万 | 加仓 |
| ABBV | ABBVIE INC | $122.24万 | 0.57% | 4,909 | -63 | -1.3% | -$1.57万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $120.48万 | 0.56% | 8,199 | -86 | -1.0% | -$1.26万 | 减仓 |
| VTIP | VANGUARD MALVERN FDS | $115.39万 | 0.54% | 23,242 | 51 | 0.2% | $2,532 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $109.28万 | 0.51% | 4,234 | -25 | -0.6% | -$6,453 | 减仓 |
| KO | COCA COLA CO | $108.71万 | 0.51% | 13,080 | -78 | -0.6% | -$6,483 | 减仓 |
| NEE | NEXTERA ENERGY INC | $102.36万 | 0.48% | 11,648 | 90 | 0.8% | $7,909 | 加仓 |
| AGG | ISHARES TR | $99.94万 | 0.47% | 10,188 | 1,420 | 16.2% | $13.93万 | 加仓 |
| — | EXXON MOBIL CORP | $99.65万 | 0.47% | 7,209 | -43 | -0.6% | -$5,944 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $99.21万 | 0.46% | 2,952 | -91 | -3.0% | -$3.06万 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $97.50万 | 0.46% | 30,103 | 3,246 | 12.1% | $10.51万 | 加仓 |
| GLW | CORNING INC | $96.14万 | 0.45% | 5,009 | -35 | -0.7% | -$6,718 | 减仓 |
| MUFG | MITSUBISHI UFJ FINANCIAL GRO | $93.60万 | 0.44% | 44,032 | 0 | 0.0% | — | 不变 |
| GLD | SPDR GOLD TR | $93.40万 | 0.44% | 2,475 | 81 | 3.4% | $3.06万 | 加仓 |
| MCD | MCDONALDS CORP | $92.45万 | 0.43% | 3,355 | -48 | -1.4% | -$1.32万 | 减仓 |
| ASGI | ABRDN GLOBAL INFRA INCOME FU | $92.22万 | 0.43% | 39,957 | -200 | -0.5% | -$4,616 | 减仓 |
| INTC | INTEL CORP | $89.87万 | 0.42% | 8,076 | -1 | -0.0% | -$111 | 减仓 |
| ITOT | ISHARES TR | $89.58万 | 0.42% | 5,412 | 61 | 1.1% | $1.01万 | 加仓 |
| DIS | DISNEY WALT CO | $84.56万 | 0.39% | 8,840 | -1 | -0.0% | -$96 | 减仓 |
| CVX | CHEVRON CORPORATION | $81.83万 | 0.38% | 4,673 | -1 | -0.0% | -$175 | 减仓 |
| SO | SOUTHERN CO | $76.14万 | 0.36% | 7,975 | 0 | 0.0% | — | 不变 |
| META | META PLATFORMS INC | $73.35万 | 0.34% | 1,128 | -17 | -1.5% | -$1.11万 | 减仓 |
| HON | HONEYWELL INTL INC | $70.51万 | 0.33% | 3,131 | -3,160 | -50.2% | -$71.16万 | 减仓 |
| GE | GE AEROSPACE | $69.81万 | 0.33% | 1,944 | -59 | -2.9% | -$2.12万 | 减仓 |
| HONA | HONEYWELL AEROSPACE INC | $69.40万 | 0.32% | 3,130 | 3,130 | — | $69.40万 | 新建仓 |
| SNDK | SANDISK CORP | $68.01万 | 0.32% | 366 | 0 | 0.0% | — | 不变 |
| QQQ | INVESCO QQQ TR | $67.83万 | 0.32% | 936 | 161 | 20.8% | $11.67万 | 加仓 |
| MRK | MERCK & CO INC | $64.82万 | 0.30% | 5,204 | -1 | -0.0% | -$125 | 减仓 |
| WDC | WESTERN DIGITAL CORP | $64.62万 | 0.30% | 1,118 | 0 | 0.0% | — | 不变 |
| COST | COSTCO WHOLESALE CORPORATION | $63.21万 | 0.30% | 691 | -17 | -2.4% | -$1.56万 | 减仓 |
| MBB | ISHARES TR | $62.00万 | 0.29% | 6,614 | 935 | 16.5% | $8.76万 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $60.40万 | 0.28% | 11,005 | 0 | 0.0% | — | 不变 |
| NSC | NORFOLK SOUTHN CORP | $59.39万 | 0.28% | 1,828 | -3 | -0.2% | -$975 | 减仓 |
| NEM | NEWMONT CORP | $58.99万 | 0.28% | 6,204 | -10 | -0.2% | -$951 | 减仓 |
| SPTM | SPDR SERIES TRUST | $57.76万 | 0.27% | 6,310 | 2 | 0.0% | $183 | 加仓 |
| CSX | CSX CORP | $57.62万 | 0.27% | 11,674 | -1 | -0.0% | -$49 | 减仓 |
| PEP | PEPSICO INC | $56.43万 | 0.26% | 4,104 | -77 | -1.8% | -$1.06万 | 减仓 |
| CSCO | CISCO SYS INC | $55.63万 | 0.26% | 4,647 | 44 | 1.0% | $5,268 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $55.50万 | 0.26% | 7,626 | -3 | -0.0% | -$218 | 减仓 |
| MO | ALTRIA GROUP INC | $55.48万 | 0.26% | 7,743 | 38 | 0.5% | $2,723 | 加仓 |
| TY | TRI CONTL CORP | $54.63万 | 0.26% | 15,389 | 184 | 1.2% | $6,532 | 加仓 |
| AVGO | BROADCOM INC | $53.03万 | 0.25% | 1,324 | -10 | -0.7% | -$4,005 | 减仓 |
| TFC | TRUIST FINL CORP | $52.89万 | 0.25% | 10,243 | -42 | -0.4% | -$2,169 | 减仓 |
| DIA | STATE STR SPDR DOW JONES IND | $52.58万 | 0.25% | 1,000 | 0 | 0.0% | — | 不变 |
| WM | WASTE MGMT INC DEL | $51.01万 | 0.24% | 2,197 | -75 | -3.3% | -$1.74万 | 减仓 |
| GEV | GE VERNOVA INC | $50.82万 | 0.24% | 471 | -14 | -2.9% | -$1.51万 | 减仓 |
| FCX | FREEPORT MCMORAN INC | $50.05万 | 0.23% | 8,230 | -1 | -0.0% | -$61 | 减仓 |
| BAC | BANK OF AMER CORP | $49.74万 | 0.23% | 8,359 | -403 | -4.6% | -$2.40万 | 减仓 |
| AIQ | GLOBAL X FDS | $49.73万 | 0.23% | 7,836 | 1,048 | 15.4% | $6.65万 | 加仓 |
| COP | CONOCOPHILLIPS | $49.58万 | 0.23% | 4,572 | -8 | -0.2% | -$868 | 减仓 |
| IJH | ISHARES TR | $48.99万 | 0.23% | 6,473 | -137 | -2.1% | -$1.04万 | 减仓 |
| UNP | UNION PAC CORP | $48.83万 | 0.23% | 1,705 | -54 | -3.1% | -$1.55万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $47.74万 | 0.22% | 1,114 | -39 | -3.4% | -$1.67万 | 减仓 |
| GDX | VANECK ETF TRUST | $46.65万 | 0.22% | 6,166 | 135 | 2.2% | $1.02万 | 加仓 |
| PSX | PHILLIPS 66 | $46.38万 | 0.22% | 2,451 | 1 | 0.0% | $189 | 加仓 |
| CIEN | CIENA CORP | $46.23万 | 0.22% | 1,000 | 0 | 0.0% | — | 不变 |
| CAT | CATERPILLAR INC | $46.08万 | 0.22% | 488 | -9 | -1.8% | -$8,499 | 减仓 |
| ABT | ABBOTT LABORATORIES | $45.96万 | 0.21% | 4,883 | 1 | 0.0% | $94 | 加仓 |
| VOO | VANGUARD INDEX FDS | $45.95万 | 0.21% | 664 | -1 | -0.2% | -$692 | 减仓 |
| MTUM | ISHARES TR | $45.83万 | 0.21% | 1,426 | 0 | 0.0% | — | 不变 |
| BTT | BLACKROCK MUN TARGET TERM TR | $45.77万 | 0.21% | 20,032 | 0 | 0.0% | — | 不变 |
| HPE | HEWLETT PACKARD ENTERPRISE C | $44.53万 | 0.21% | 9,127 | -1,030 | -10.1% | -$5.02万 | 减仓 |