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 |
|---|---|---|---|---|---|---|---|---|
| — | LOANDEPOT INC | $0 | 0.00% | 0 | -10,000 | -100.0% | -$1.42万 | 清仓 |
| — | HERTZ GLOBAL HLDGS INC | $1.48万 | 0.01% | 15,089 | 0 | 0.0% | — | 不变 |
| POWW | OUTDOOR HOLDING CO | $2.59万 | 0.01% | 10,599 | -201 | -1.9% | -$491 | 减仓 |
| BTG | B2GOLD CORP | $6.95万 | 0.03% | 18,014 | -77 | -0.4% | -$297 | 减仓 |
| BTX | BLACKROCK TECH AND PRIVATE E | $13.09万 | 0.06% | 15,174 | -101 | -0.7% | -$871 | 减仓 |
| — | INVESCO QUALITY MUN INCOME T | $13.55万 | 0.06% | 13,248 | -1 | -0.0% | -$10 | 减仓 |
| — | PUTNAM MUN OPPORTUNITIES TR | $14.28万 | 0.07% | 13,428 | 0 | 0.0% | — | 不变 |
| NMR | NOMURA HLDGS INC | $14.31万 | 0.07% | 15,000 | 0 | 0.0% | — | 不变 |
| F | FORD MTR CO | $14.39万 | 0.07% | 10,383 | -1,398 | -11.9% | -$1.94万 | 减仓 |
| XBGYX | BLACKROCK ENHANCED INTL DIV | $14.97万 | 0.07% | 25,703 | 0 | 0.0% | — | 不变 |
| JOF | JAPAN SMALLER CAPITALIZATION | $17.59万 | 0.08% | 15,000 | 0 | 0.0% | — | 不变 |
| XAODX | ABRDN TOTAL DYNAMIC DIVIDEND | $19.33万 | 0.09% | 18,599 | -940 | -4.8% | -$9,768 | 减仓 |
| IEI | ISHARES TR | $20.04万 | 0.09% | 1,716 | 0 | 0.0% | — | 不变 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $20.44万 | 0.10% | 468 | 468 | — | $20.44万 | 新建仓 |
| ISRG | INTUITIVE SURGICAL INC | $20.69万 | 0.10% | 504 | -21 | -4.0% | -$8,621 | 减仓 |
| MUB | ISHARES TR | $20.76万 | 0.10% | 1,940 | 0 | 0.0% | — | 不变 |
| — | EATON VANCE RISK-MANAGED DIV | $21.30万 | 0.10% | 25,102 | 0 | 0.0% | — | 不变 |
| KLAC | KLA CORP | $21.50万 | 0.10% | 930 | 930 | — | $21.50万 | 新建仓 |
| VOE | VANGUARD INDEX FDS | $21.54万 | 0.10% | 1,075 | 1,075 | — | $21.54万 | 新建仓 |
| ROST | ROSS STORES INC | $22.06万 | 0.10% | 1,000 | 0 | 0.0% | — | 不变 |
| ORCL | ORACLE CORP | $22.12万 | 0.10% | 1,541 | -2 | -0.1% | -$287 | 减仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $22.34万 | 0.10% | 747 | 0 | 0.0% | — | 不变 |
| LUV | SOUTHWEST AIRLS CO | $22.48万 | 0.10% | 4,579 | -306 | -6.3% | -$1.50万 | 重新持有 |
| IEMG | ISHARES INC | $22.53万 | 0.11% | 2,774 | 2,774 | — | $22.53万 | 新建仓 |
| GM | GENERAL MTRS CO | $22.54万 | 0.11% | 2,922 | 0 | 0.0% | — | 不变 |
| VMBS | VANGUARD SCOTTSDALE FDS | $22.57万 | 0.11% | 4,860 | -5 | -0.1% | -$232 | 减仓 |
| QCOM | QUALCOMM INC | $22.60万 | 0.11% | 1,185 | -34 | -2.8% | -$6,485 | 重新持有 |
| AZO | AUTOZONE INC | $22.83万 | 0.11% | 75 | 0 | 0.0% | — | 不变 |
| ENB | ENBRIDGE INC | $22.84万 | 0.11% | 4,182 | 9 | 0.2% | $492 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $23.31万 | 0.11% | 5,522 | -171 | -3.0% | -$7,218 | 减仓 |
| PYPL | PAYPAL HLDGS INC | $23.35万 | 0.11% | 5,118 | -176 | -3.3% | -$8,028 | 减仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $23.52万 | 0.11% | 4,077 | 7 | 0.2% | $404 | 加仓 |
| GSLC | GOLDMAN SACHS ETF TR | $23.67万 | 0.11% | 1,654 | 2 | 0.1% | $286 | 加仓 |
| DVY | ISHARES TR | $23.77万 | 0.11% | 1,495 | 1,495 | — | $23.77万 | 新建仓 |
| XEXGX | EATON VANCE TAX-MANAGED GLOB | $23.82万 | 0.11% | 24,394 | -400 | -1.6% | -$3,907 | 减仓 |
| EXC | EXELON CORP | $24.41万 | 0.11% | 5,243 | 1 | 0.0% | $47 | 加仓 |
| VIRT | VIRTU FINL INC | $24.67万 | 0.12% | 3,720 | 3,720 | — | $24.67万 | 新建仓 |
| VLO | VALERO ENERGY CORP | $24.87万 | 0.12% | 885 | -23 | -2.5% | -$6,463 | 减仓 |
| IUSB | ISHARES TR | $25.11万 | 0.12% | 5,489 | -2 | -0.0% | -$91 | 减仓 |
| BP | BP PLC | $25.13万 | 0.12% | 6,472 | 13 | 0.2% | $505 | 加仓 |
| NUE | NUCOR CORP | $25.18万 | 0.12% | 1,130 | 1,130 | — | $25.18万 | 新建仓 |
| EMR | EMERSON ELEC CO | $25.34万 | 0.12% | 1,832 | 0 | 0.0% | — | 不变 |
| WELL | WELLTOWER INC | $25.83万 | 0.12% | 1,113 | 0 | 0.0% | — | 不变 |
| ET | ENERGY TRANSFER L P | $25.94万 | 0.12% | 13,166 | 256 | 2.0% | $5,044 | 加仓 |
| PPL | PPL CORP | $25.99万 | 0.12% | 7,264 | -484 | -6.2% | -$1.73万 | 减仓 |
| VUSB | VANGUARD BD INDEX FDS | $26.32万 | 0.12% | 5,301 | -815 | -13.3% | -$4.05万 | 减仓 |
| TM | TOYOTA MOTOR CORP | $26.50万 | 0.12% | 1,520 | 0 | 0.0% | — | 不变 |
| B | BARRICK MNG CORP | $27.00万 | 0.13% | 7,341 | -37 | -0.5% | -$1,361 | 减仓 |
| PAYX | PAYCHEX INC | $27.40万 | 0.13% | 2,567 | -20 | -0.8% | -$2,134 | 减仓 |
| VLY | VALLEY NATL BANCORP | $27.45万 | 0.13% | 18,747 | 2 | 0.0% | $29 | 加仓 |
| AJG | GALLAGHER ARTHUR J & CO | $28.21万 | 0.13% | 1,113 | 0 | 0.0% | — | 不变 |
| PFE | PFIZER INC | $28.48万 | 0.13% | 11,757 | -948 | -7.5% | -$2.30万 | 减仓 |
| GILD | GILEAD SCIENCES INC | $28.63万 | 0.13% | 2,163 | -22 | -1.0% | -$2,912 | 减仓 |
| VTEB | VANGUARD MUN BD FDS | $28.68万 | 0.13% | 5,698 | 1,395 | 32.4% | $7.02万 | 加仓 |
| MTB | M & T BK CORP | $28.85万 | 0.13% | 1,204 | -1 | -0.1% | -$240 | 减仓 |
| USMV | ISHARES TR | $29.24万 | 0.14% | 2,992 | 100 | 3.5% | $9,771 | 加仓 |
| ARCC | ARES CAPITAL CORP | $29.37万 | 0.14% | 15,787 | 2,000 | 14.5% | $3.72万 | 加仓 |
| XLC | SELECT SECTOR SPDR TR | $29.81万 | 0.14% | 2,671 | 2,671 | — | $29.81万 | 新建仓 |
| MPC | MARATHON PETE CORP | $29.90万 | 0.14% | 1,054 | -64 | -5.7% | -$1.82万 | 减仓 |
| MCK | MCKESSON CORP | $30.15万 | 0.14% | 375 | 0 | 0.0% | — | 不变 |
| IJR | ISHARES TR | $30.16万 | 0.14% | 2,072 | -1 | -0.0% | -$146 | 减仓 |
| DELL | DELL TECHNOLOGIES INC | $30.19万 | 0.14% | 677 | 677 | — | $30.19万 | 新建仓 |
| VLUE | ISHARES TR | $30.63万 | 0.14% | 1,568 | 25 | 1.6% | $4,884 | 加仓 |
| VV | VANGUARD INDEX FDS | $30.76万 | 0.14% | 885 | -17 | -1.9% | -$5,909 | 减仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $30.83万 | 0.14% | 1,063 | 0 | 0.0% | — | 不变 |
| SHEL | SHELL PLC | $31.19万 | 0.15% | 3,804 | 0 | 0.0% | — | 不变 |
| WEC | WEC ENERGY GROUP INC | $31.40万 | 0.15% | 2,732 | 0 | 0.0% | — | 不变 |
| SCHE | SCHWAB STRATEGIC TR | $31.78万 | 0.15% | 8,712 | 1,036 | 13.5% | $3.78万 | 加仓 |
| T | AT&T INC | $32.67万 | 0.15% | 15,490 | -1,396 | -8.3% | -$2.94万 | 减仓 |
| ETR | ENTERGY CORP NEW | $32.94万 | 0.15% | 2,881 | 4 | 0.1% | $457 | 加仓 |
| RSG | REPUBLIC SVCS INC | $33.04万 | 0.15% | 1,509 | 0 | 0.0% | — | 不变 |
| JBL | JABIL INC | $33.27万 | 0.16% | 1,002 | 0 | 0.0% | — | 不变 |
| EFA | ISHARES TR | $33.60万 | 0.16% | 3,228 | -9 | -0.3% | -$937 | 减仓 |
| BHP | BHP BILLITON LIMITED | $33.62万 | 0.16% | 4,137 | -1,009 | -19.6% | -$8.20万 | 减仓 |
| LEN/B | LENNAR CORP | $33.89万 | 0.16% | 4,100 | 0 | 0.0% | — | 不变 |
| UPS | UNITED PARCEL SVCS INC | $33.98万 | 0.16% | 3,044 | -21 | -0.7% | -$2,344 | 减仓 |
| XNEAX | NUVEEN AMT FREE QLTY MUN INC | $34.29万 | 0.16% | 29,559 | 0 | 0.0% | — | 不变 |
| MMM | 3M CO | $34.38万 | 0.16% | 2,203 | 0 | 0.0% | — | 不变 |
| PM | PHILIP MORRIS INTL INC | $35.12万 | 0.16% | 1,937 | 0 | 0.0% | — | 不变 |
| VGIT | VANGUARD SCOTTSDALE FDS | $35.33万 | 0.16% | 6,031 | 205 | 3.5% | $1.20万 | 加仓 |
| C | CITIGROUP INC | $35.51万 | 0.17% | 2,539 | -163 | -6.0% | -$2.28万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $35.98万 | 0.17% | 341 | -2 | -0.6% | -$2,111 | 减仓 |
| SPYM | SPDR SERIES TRUST | $36.27万 | 0.17% | 4,089 | -100 | -2.4% | -$8,870 | 减仓 |
| TD | TORONTO DOMINION BK ONT | $36.30万 | 0.17% | 3,014 | 0 | 0.0% | — | 不变 |
| EBAY | EBAY INC. | $37.42万 | 0.17% | 3,191 | 3 | 0.1% | $352 | 加仓 |
| ATI | ATI INC | $37.67万 | 0.18% | 2,000 | 0 | 0.0% | — | 不变 |
| TIP | ISHARES TR | $37.96万 | 0.18% | 3,511 | -20 | -0.6% | -$2,163 | 减仓 |
| XLV | SELECT SECTOR SPDR TR | $38.60万 | 0.18% | 2,397 | 0 | 0.0% | — | 不变 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $38.60万 | 0.18% | 780 | -75 | -8.8% | -$3.71万 | 减仓 |
| XLU | SELECT SECTOR SPDR TR | $38.98万 | 0.18% | 8,598 | 0 | 0.0% | — | 不变 |
| IBM | INTERNATIONAL BUSINESS MACHS | $39.33万 | 0.18% | 1,346 | -2 | -0.1% | -$584 | 减仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $39.67万 | 0.19% | 4,752 | -300 | -5.9% | -$2.50万 | 减仓 |
| PPG | PPG INDS INC | $39.85万 | 0.19% | 3,426 | -6 | -0.2% | -$698 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $40.33万 | 0.19% | 3,142 | 0 | 0.0% | — | 不变 |
| WFC | WELLS FARGO & CO | $41.07万 | 0.19% | 4,721 | 1 | 0.0% | $87 | 加仓 |
| LITE | LUMENTUM HLDGS INC | $41.80万 | 0.20% | 532 | 0 | 0.0% | — | 不变 |
| AMGN | AMGEN INC | $43.05万 | 0.20% | 1,184 | 94 | 8.6% | $3.42万 | 加仓 |
| CEG | CONSTELLATION ENERGY CORP | $43.37万 | 0.20% | 1,728 | -98 | -5.4% | -$2.46万 | 减仓 |
| IGSB | ISHARES TR | $44.14万 | 0.21% | 8,468 | -10 | -0.1% | -$521 | 减仓 |
| IWM | ISHARES TR | $44.38万 | 0.21% | 1,494 | 0 | 0.0% | — | 不变 |