Successful Portfolios LLC
CLEARWATER FL · SEC CIK 0001721780
$1.81亿2026Q1 申报市值
188持仓数
34.7%前十大占比 · 第一大 5.0%
6 / 10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
BSV 加仓+$78.96万
BIV 加仓+$58.92万
VTI 加仓+$39.50万
IVV 加仓+$37.31万
HD 加仓+$37.12万
2026Q1 卖出最多 按季末市值估算
VLY 减仓-$177.84万
DIA 减仓-$83.37万
HONEYWELL INTL I 减仓-$58.25万
AMAT 减仓-$54.48万
FITB 清仓-$43.08万
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 |
|---|---|---|---|---|---|---|---|---|
| WFC | WELLS FARGO & CO | $36.66万 | 0.20% | 4,720 | -59 | -1.2% | -$4,583 | 减仓 |
| BHP | BHP BILLITON LIMITED | $36.68万 | 0.20% | 5,146 | -976 | -15.9% | -$6.96万 | 减仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $37.86万 | 0.21% | 5,052 | -24 | -0.5% | -$1,799 | 减仓 |
| AMGN | AMGEN INC | $38.09万 | 0.21% | 1,090 | -287 | -20.8% | -$10.03万 | 减仓 |
| TIP | ISHARES TR | $38.97万 | 0.21% | 3,531 | 0 | 0.0% | — | 不变 |
| VOO | VANGUARD INDEX FDS | $39.07万 | 0.22% | 665 | 3 | 0.5% | $1,762 | 加仓 |
| XLU | SELECT SECTOR SPDR TR | $39.46万 | 0.22% | 8,598 | 720 | 9.1% | $3.30万 | 加仓 |
| GEV | GE VERNOVA INC | $40.32万 | 0.22% | 485 | -23 | -4.5% | -$1.91万 | 减仓 |
| AVGO | BROADCOM INC | $40.54万 | 0.22% | 1,334 | 0 | 0.0% | — | 不变 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $40.73万 | 0.22% | 855 | -877 | -50.6% | -$41.78万 | 减仓 |
| BAC | BANK AMERICA CORP | $42.13万 | 0.23% | 8,762 | -86 | -1.0% | -$4,135 | 减仓 |
| UNP | UNION PAC CORP | $42.54万 | 0.23% | 1,759 | -1,438 | -45.0% | -$34.78万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $43.85万 | 0.24% | 3,142 | -249 | -7.3% | -$3.47万 | 减仓 |
| QQQ | INVESCO QQQ TR | $44.03万 | 0.24% | 775 | 45 | 6.2% | $2.56万 | 加仓 |
| IJH | ISHARES TR | $44.38万 | 0.24% | 6,610 | -85 | -1.3% | -$5,707 | 减仓 |
| IGSB | ISHARES TR | $44.56万 | 0.25% | 8,478 | 0 | 0.0% | — | 不变 |
| PSX | PHILLIPS 66 | $45.03万 | 0.25% | 2,450 | -599 | -19.6% | -$11.01万 | 减仓 |
| BTT | BLACKROCK MUN TARGET TERM TR | $45.23万 | 0.25% | 20,032 | 0 | 0.0% | — | 不变 |
| FCX | FREEPORT MCMORAN INC | $45.90万 | 0.25% | 8,231 | -106 | -1.3% | -$5,911 | 减仓 |
| DIA | STATE STR SPDR DOW JONES IND | $46.32万 | 0.26% | 1,000 | -1,800 | -64.3% | -$83.37万 | 减仓 |
| CSX | CSX CORP | $46.64万 | 0.26% | 11,675 | -105 | -0.9% | -$4,195 | 减仓 |
| TFC | TRUIST FINL CORP | $47.14万 | 0.26% | 10,285 | 21 | 0.2% | $962 | 加仓 |
| TY | TRI CONTL CORP | $47.26万 | 0.26% | 15,205 | 8 | 0.1% | $249 | 加仓 |
| T | AT&T INC | $48.79万 | 0.27% | 16,886 | -711 | -4.0% | -$2.05万 | 减仓 |
| SPTM | SPDR SERIES TRUST | $49.60万 | 0.27% | 6,308 | -184 | -2.8% | -$1.45万 | 减仓 |
| ABT | ABBOTT LABORATORIES | $49.85万 | 0.27% | 4,882 | -1,525 | -23.8% | -$15.57万 | 减仓 |
| MO | ALTRIA GROUP INC | $51.39万 | 0.28% | 7,705 | -169 | -2.1% | -$1.13万 | 减仓 |
| NSC | NORFOLK SOUTHN CORP | $51.97万 | 0.29% | 1,831 | -17 | -0.9% | -$4,825 | 减仓 |
| WM | WASTE MGMT INC DEL | $52.25万 | 0.29% | 2,272 | -1,016 | -30.9% | -$23.36万 | 减仓 |
| CEG | CONSTELLATION ENERGY CORP | $52.99万 | 0.29% | 1,826 | -40 | -2.1% | -$1.16万 | 减仓 |
| GDX | VANECK ETF TRUST | $53.31万 | 0.29% | 6,031 | -373 | -5.8% | -$3.30万 | 减仓 |
| MBB | ISHARES TR | $53.89万 | 0.30% | 5,679 | 357 | 6.7% | $3.39万 | 加仓 |
| GE | GE AEROSPACE | $55.21万 | 0.30% | 2,003 | -111 | -5.3% | -$3.06万 | 减仓 |
| BND | VANGUARD BD INDEX FDS | $56.16万 | 0.31% | 7,629 | 270 | 3.7% | $1.99万 | 加仓 |
| COP | CONOCOPHILLIPS | $60.71万 | 0.33% | 4,580 | -146 | -3.1% | -$1.94万 | 减仓 |
| MRK | MERCK & CO INC | $61.55万 | 0.34% | 5,205 | -1,394 | -21.1% | -$16.49万 | 减仓 |
| META | META PLATFORMS INC | $63.47万 | 0.35% | 1,145 | -15 | -1.3% | -$8,315 | 减仓 |
| PEP | PEPSICO INC | $65.08万 | 0.36% | 4,181 | -20 | -0.5% | -$3,113 | 减仓 |
| NEM | NEWMONT CORP | $65.83万 | 0.36% | 6,214 | -80 | -1.3% | -$8,475 | 减仓 |
| GLW | CORNING INC | $65.95万 | 0.36% | 5,044 | 1 | 0.0% | $131 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $67.99万 | 0.37% | 11,005 | -620 | -5.3% | -$3.83万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $70.56万 | 0.39% | 708 | -17 | -2.3% | -$1.69万 | 减仓 |
| VBIL | VANGUARD INSTL INDEX FD | $71.41万 | 0.39% | 9,441 | -2,782 | -22.8% | -$21.04万 | 减仓 |
| MUFG | MITSUBISHI UFJ FINANCIAL GRO | $71.91万 | 0.40% | 44,032 | 0 | 0.0% | — | 不变 |
| ITOT | ISHARES TR | $76.09万 | 0.42% | 5,351 | 35 | 0.7% | $4,977 | 加仓 |
| SO | SOUTHERN CO | $77.09万 | 0.42% | 7,975 | -1,221 | -13.3% | -$11.80万 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $82.38万 | 0.45% | 26,857 | 3,293 | 14.0% | $10.10万 | 加仓 |
| DIS | DISNEY WALT CO | $85.10万 | 0.47% | 8,841 | 171 | 2.0% | $1.65万 | 加仓 |
| ASGI | ABRDN GLOBAL INFRA INCOME FU | $86.66万 | 0.48% | 40,157 | -300 | -0.7% | -$6,474 | 减仓 |
| AGG | ISHARES TR | $87.00万 | 0.48% | 8,768 | 1,544 | 21.4% | $15.32万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $88.45万 | 0.49% | 3,043 | -46 | -1.5% | -$1.34万 | 减仓 |
| CVX | CHEVRON CORPORATION | $97.69万 | 0.54% | 4,674 | -111 | -2.3% | -$2.32万 | 减仓 |
| KO | COCA COLA CO | $100.27万 | 0.55% | 13,158 | -3,782 | -22.3% | -$28.82万 | 减仓 |
| GLD | SPDR GOLD TR | $101.80万 | 0.56% | 2,394 | 100 | 4.4% | $4.25万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $103.62万 | 0.57% | 4,259 | -807 | -15.9% | -$19.63万 | 减仓 |
| MCD | MCDONALDS CORP | $105.13万 | 0.58% | 3,403 | -1,027 | -23.2% | -$31.73万 | 减仓 |
| ABBV | ABBVIE INC | $106.37万 | 0.59% | 4,972 | -1,957 | -28.2% | -$41.87万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $107.23万 | 0.59% | 11,558 | -1,646 | -12.5% | -$15.27万 | 减仓 |
| VTIP | VANGUARD MALVERN FDS | $115.83万 | 0.64% | 23,191 | 711 | 3.2% | $3.55万 | 加仓 |
| LLY | ELI LILLY & CO | $119.24万 | 0.66% | 1,323 | 0 | 0.0% | — | 不变 |
| PG | PROCTER & GAMBLE CO | $119.83万 | 0.66% | 8,285 | -1,652 | -16.6% | -$23.89万 | 减仓 |
| SPTS | SPDR SERIES TRUST | $120.83万 | 0.67% | 41,412 | 2 | 0.0% | $58 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $123.06万 | 0.68% | 49,890 | 4,543 | 10.0% | $11.21万 | 加仓 |
| — | EXXON MOBIL CORP | $123.93万 | 0.68% | 7,252 | -2,057 | -22.1% | -$35.15万 | 减仓 |
| IBKR | INTERACTIVE BROKERS GROUP IN | $131.83万 | 0.73% | 20,202 | -98 | -0.5% | -$6,395 | 减仓 |
| RTX | RTX CORPORATION | $136.03万 | 0.75% | 7,241 | 11 | 0.2% | $2,066 | 加仓 |
| — | HONEYWELL INTL INC | $140.93万 | 0.78% | 6,291 | -2,600 | -29.2% | -$58.25万 | 减仓 |
| BIV | VANGUARD BD INDEX FDS | $148.68万 | 0.82% | 19,275 | 7,638 | 65.6% | $58.92万 | 加仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $151.31万 | 0.83% | 11,087 | -228 | -2.0% | -$3.11万 | 减仓 |
| XLF | SELECT SECTOR SPDR TR | $154.32万 | 0.85% | 31,578 | 2 | 0.0% | $98 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $158.70万 | 0.87% | 4,902 | -24 | -0.5% | -$7,770 | 减仓 |
| STIP | ISHARES TR | $162.66万 | 0.90% | 15,729 | -130 | -0.8% | -$1.34万 | 减仓 |
| VXF | VANGUARD INDEX FDS | $162.81万 | 0.90% | 7,974 | 928 | 13.2% | $18.95万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $163.65万 | 0.90% | 8,269 | -125 | -1.5% | -$2.47万 | 减仓 |
| SCHR | SCHWAB STRATEGIC TR | $171.61万 | 0.95% | 68,910 | -573 | -0.8% | -$1.43万 | 减仓 |
| XLI | SELECT SECTOR SPDR TR | $180.16万 | 0.99% | 11,314 | -15 | -0.1% | -$2,389 | 减仓 |
| SONY | SONY GROUP CORP | $185.26万 | 1.02% | 92,938 | 437 | 0.5% | $8,711 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $186.58万 | 1.03% | 8,706 | 771 | 9.7% | $16.52万 | 加仓 |
| VXUS | VANGUARD STAR FDS | $201.50万 | 1.11% | 26,359 | -89 | -0.3% | -$6,804 | 减仓 |
| DUK | DUKE ENERGY CORP NEW | $202.11万 | 1.11% | 15,407 | -15 | -0.1% | -$1,968 | 减仓 |
| AMAT | APPLIED MATLS INC | $205.45万 | 1.13% | 6,143 | -1,629 | -21.0% | -$54.48万 | 减仓 |
| GBIL | GOLDMAN SACHS ETF TR | $212.95万 | 1.17% | 21,256 | -143 | -0.7% | -$1.43万 | 减仓 |
| GOOG | ALPHABET INC | $230.70万 | 1.27% | 8,320 | -163 | -1.9% | -$4.52万 | 减仓 |
| SCHX | SCHWAB STRATEGIC TR | $235.47万 | 1.30% | 91,991 | 2,636 | 3.0% | $6.75万 | 加仓 |
| GOOGL | ALPHABET INC | $237.04万 | 1.31% | 8,512 | -323 | -3.7% | -$8.99万 | 减仓 |
| AMZN | AMAZON COM INC | $277.91万 | 1.53% | 13,594 | -180 | -1.3% | -$3.68万 | 减仓 |
| HD | HOME DEPOT INC | $281.28万 | 1.55% | 8,577 | 1,132 | 15.2% | $37.12万 | 加仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $297.64万 | 1.64% | 50,856 | -831 | -1.6% | -$4.86万 | 减仓 |
| SGOV | ISHARES TR | $333.32万 | 1.84% | 33,113 | 2,613 | 8.6% | $26.30万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $419.27万 | 2.31% | 32,143 | -175 | -0.5% | -$2.28万 | 减仓 |
| MSFT | MICROSOFT CORP | $425.35万 | 2.34% | 11,657 | -608 | -5.0% | -$22.18万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $482.93万 | 2.66% | 28,909 | -135 | -0.5% | -$2.26万 | 减仓 |
| AAPL | APPLE INC | $498.49万 | 2.75% | 19,928 | -324 | -1.6% | -$8.10万 | 减仓 |
| SCHB | SCHWAB STRATEGIC TR | $522.00万 | 2.88% | 208,779 | -14,095 | -6.3% | -$35.24万 | 减仓 |
| SCHO | SCHWAB STRATEGIC TR | $541.07万 | 2.98% | 222,991 | 6,354 | 2.9% | $15.42万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $623.44万 | 3.44% | 19,603 | 1,242 | 6.8% | $39.50万 | 加仓 |
| WMT | WALMART INC | $634.25万 | 3.50% | 51,124 | -3,087 | -5.7% | -$38.30万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $802.22万 | 4.42% | 12,515 | -422 | -3.3% | -$27.05万 | 减仓 |
| BSV | VANGUARD BD INDEX FDS | $857.00万 | 4.72% | 109,326 | 10,073 | 10.1% | $78.96万 | 加仓 |
| IVV | ISHARES TR | $902.72万 | 4.98% | 13,937 | 576 | 4.3% | $37.31万 | 加仓 |