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 |
|---|---|---|---|---|---|---|---|---|
| FITB | FIFTH THIRD BANCORP | $0 | 0.00% | 0 | -8,743 | -100.0% | -$43.08万 | 清仓 |
| FEZ | SPDR INDEX SHS FDS | $0 | 0.00% | 0 | -5,830 | -100.0% | -$38.72万 | 清仓 |
| FNB | F N B CORP | $0 | 0.00% | 0 | -14,458 | -100.0% | -$25.39万 | 清仓 |
| LOW | LOWES COS INC | $0 | 0.00% | 0 | -840 | -100.0% | -$22.45万 | 清仓 |
| VMRK | EQUITY RESIDENTIAL | $0 | 0.00% | 0 | -3,658 | -100.0% | -$22.11万 | 清仓 |
| MA | MASTERCARD INCORPORATED | $0 | 0.00% | 0 | -381 | -100.0% | -$21.93万 | 清仓 |
| LUV | SOUTHWEST AIRLS CO | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| QCOM | QUALCOMM INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ADP | AUTOMATIC DATA PROCESSING IN | $0 | 0.00% | 0 | -775 | -100.0% | -$20.63万 | 清仓 |
| CMG | CHIPOTLE MEXICAN GRILL INC | $0 | 0.00% | 0 | -5,055 | -100.0% | -$20.28万 | 清仓 |
| CP | CANADIAN PACIFIC KANSAS CITY | $0 | 0.00% | 0 | -2,808 | -100.0% | -$20.09万 | 清仓 |
| BNY | BANK NEW YORK MELLON CORP | $0 | 0.00% | 0 | -1,683 | -100.0% | -$20.04万 | 清仓 |
| — | LOANDEPOT INC | $1.42万 | 0.01% | 10,000 | 0 | 0.0% | — | 不变 |
| POWW | OUTDOOR HOLDING CO | $2.12万 | 0.01% | 10,800 | 0 | 0.0% | — | 不变 |
| — | HERTZ GLOBAL HLDGS INC | $3.34万 | 0.02% | 15,089 | 0 | 0.0% | — | 不变 |
| BTG | B2GOLD CORP | $7.79万 | 0.04% | 18,091 | -844 | -4.5% | -$3,635 | 减仓 |
| BTX | BLACKROCK TECH AND PRIVATE E | $9.71万 | 0.05% | 15,275 | -200 | -1.3% | -$1,271 | 减仓 |
| NMR | NOMURA HLDGS INC | $11.43万 | 0.06% | 15,000 | 0 | 0.0% | — | 不变 |
| — | INVESCO QUALITY MUN INCOME T | $12.43万 | 0.07% | 13,249 | -583 | -4.2% | -$5,469 | 减仓 |
| F | FORD MTR CO | $13.43万 | 0.07% | 11,781 | 3 | 0.0% | $34 | 加仓 |
| XBGYX | BLACKROCK ENHANCED INTL DIV | $13.66万 | 0.08% | 25,703 | 0 | 0.0% | — | 不变 |
| — | PUTNAM MUN OPPORTUNITIES TR | $13.78万 | 0.08% | 13,428 | 0 | 0.0% | — | 不变 |
| JOF | JAPAN SMALLER CAPITALIZATION | $15.97万 | 0.09% | 15,000 | 0 | 0.0% | — | 不变 |
| XAODX | ABRDN TOTAL DYNAMIC DIVIDEND | $17.35万 | 0.10% | 19,539 | 52 | 0.3% | $462 | 加仓 |
| GSLC | GOLDMAN SACHS ETF TR | $20.13万 | 0.11% | 1,652 | -10 | -0.6% | -$1,219 | 减仓 |
| — | EATON VANCE RISK-MANAGED DIV | $20.16万 | 0.11% | 25,102 | -2,500 | -9.1% | -$2.01万 | 减仓 |
| IEI | ISHARES TR | $20.34万 | 0.11% | 1,716 | 0 | 0.0% | — | 不变 |
| MUB | ISHARES TR | $20.59万 | 0.11% | 1,940 | 0 | 0.0% | — | 不变 |
| XEXGX | EATON VANCE TAX-MANAGED GLOB | $20.68万 | 0.11% | 24,794 | -3,000 | -10.8% | -$2.50万 | 减仓 |
| ROST | ROSS STORES INC | $20.88万 | 0.12% | 1,000 | 1,000 | — | $20.88万 | 新建仓 |
| SNDK | SANDISK CORP | $20.95万 | 0.12% | 366 | 366 | — | $20.95万 | 新建仓 |
| VTEB | VANGUARD MUN BD FDS | $21.45万 | 0.12% | 4,303 | 194 | 4.7% | $9,672 | 加仓 |
| GM | GENERAL MTRS CO | $21.47万 | 0.12% | 2,922 | -288 | -9.0% | -$2.12万 | 减仓 |
| ORCL | ORACLE CORP | $21.67万 | 0.12% | 1,543 | 5 | 0.3% | $702 | 加仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $21.72万 | 0.12% | 747 | -96 | -11.4% | -$2.79万 | 减仓 |
| WELL | WELLTOWER INC | $21.80万 | 0.12% | 1,113 | 0 | 0.0% | — | 不变 |
| VLUE | ISHARES TR | $21.94万 | 0.12% | 1,543 | 1,543 | — | $21.94万 | 新建仓 |
| VLO | VALERO ENERGY CORP | $22.52万 | 0.12% | 908 | 908 | — | $22.52万 | 新建仓 |
| ENB | ENBRIDGE INC | $22.65万 | 0.12% | 4,173 | -1,519 | -26.7% | -$8.24万 | 重新持有 |
| VMBS | VANGUARD SCOTTSDALE FDS | $22.84万 | 0.13% | 4,865 | -30 | -0.6% | -$1,408 | 减仓 |
| VLY | VALLEY NATL BANCORP | $23.02万 | 0.13% | 18,745 | -144,846 | -88.5% | -$177.84万 | 减仓 |
| EMR | EMERSON ELEC CO | $23.21万 | 0.13% | 1,832 | 0 | 0.0% | — | 不变 |
| HPE | HEWLETT PACKARD ENTERPRISE C | $23.59万 | 0.13% | 10,157 | 10,157 | — | $23.59万 | 新建仓 |
| PYPL | PAYPAL HLDGS INC | $23.74万 | 0.13% | 5,294 | -173 | -3.2% | -$7,757 | 减仓 |
| ISRG | INTUITIVE SURGICAL INC | $23.87万 | 0.13% | 525 | -20 | -3.7% | -$9,095 | 减仓 |
| PAYX | PAYCHEX INC | $24.00万 | 0.13% | 2,587 | -129 | -4.7% | -$1.20万 | 减仓 |
| AJG | GALLAGHER ARTHUR J & CO | $24.07万 | 0.13% | 1,113 | 0 | 0.0% | — | 不变 |
| MTB | M & T BK CORP | $24.48万 | 0.13% | 1,205 | -21 | -1.7% | -$4,267 | 减仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $24.57万 | 0.14% | 4,070 | 2 | 0.0% | $121 | 加仓 |
| ARCC | ARES CAPITAL CORP | $24.70万 | 0.14% | 13,787 | 10 | 0.1% | $179 | 加仓 |
| ET | ENERGY TRANSFER L P | $25.04万 | 0.14% | 12,910 | 79 | 0.6% | $1,532 | 加仓 |
| SCHE | SCHWAB STRATEGIC TR | $25.10万 | 0.14% | 7,676 | 1,175 | 18.1% | $3.84万 | 加仓 |
| JBL | JABIL INC | $25.16万 | 0.14% | 1,002 | 0 | 0.0% | — | 不变 |
| AZO | AUTOZONE INC | $25.21万 | 0.14% | 75 | 0 | 0.0% | — | 不变 |
| IUSB | ISHARES TR | $25.36万 | 0.14% | 5,491 | 0 | 0.0% | — | 不变 |
| IJR | ISHARES TR | $25.61万 | 0.14% | 2,073 | 0 | 0.0% | — | 不变 |
| EXC | EXELON CORP | $25.73万 | 0.14% | 5,242 | -246 | -4.5% | -$1.21万 | 减仓 |
| USMV | ISHARES TR | $26.73万 | 0.15% | 2,892 | 0 | 0.0% | — | 不变 |
| VV | VANGUARD INDEX FDS | $26.91万 | 0.15% | 902 | 16 | 1.8% | $4,773 | 加仓 |
| ATI | ATI INC | $27.10万 | 0.15% | 2,000 | 0 | 0.0% | — | 不变 |
| MPC | MARATHON PETE CORP | $27.32万 | 0.15% | 1,118 | 1 | 0.1% | $244 | 重新持有 |
| GS | GOLDMAN SACHS GROUP INC | $27.98万 | 0.15% | 343 | -210 | -38.0% | -$17.13万 | 减仓 |
| TD | TORONTO DOMINION BK ONT | $28.05万 | 0.15% | 3,014 | -1,428 | -32.1% | -$13.29万 | 减仓 |
| WDC | WESTERN DIGITAL CORP | $28.14万 | 0.16% | 1,118 | 18 | 1.6% | $4,530 | 加仓 |
| EBAY | EBAY INC. | $28.46万 | 0.16% | 3,188 | -498 | -13.5% | -$4.45万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $28.62万 | 0.16% | 5,693 | -488 | -7.9% | -$2.45万 | 减仓 |
| B | BARRICK MNG CORP | $28.86万 | 0.16% | 7,378 | -2,164 | -22.7% | -$8.47万 | 减仓 |
| C | CITIGROUP INC | $29.37万 | 0.16% | 2,702 | -4 | -0.1% | -$435 | 减仓 |
| PPL | PPL CORP | $29.60万 | 0.16% | 7,748 | 0 | 0.0% | — | 不变 |
| UPS | UNITED PARCEL SVCS INC | $29.65万 | 0.16% | 3,065 | -327 | -9.6% | -$3.16万 | 减仓 |
| GILD | GILEAD SCIENCES INC | $30.12万 | 0.17% | 2,185 | -106 | -4.6% | -$1.46万 | 减仓 |
| VUSB | VANGUARD BD INDEX FDS | $30.43万 | 0.17% | 6,116 | 496 | 8.8% | $2.47万 | 加仓 |
| BP | BP PLC | $30.54万 | 0.17% | 6,459 | -2,966 | -31.5% | -$14.03万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $30.65万 | 0.17% | 1,153 | -41 | -3.4% | -$1.09万 | 减仓 |
| EFA | ISHARES TR | $30.85万 | 0.17% | 3,237 | 115 | 3.7% | $1.10万 | 加仓 |
| TM | TOYOTA MOTOR CORP | $30.85万 | 0.17% | 1,520 | 0 | 0.0% | — | 不变 |
| MMM | 3M CO | $31.53万 | 0.17% | 2,203 | -879 | -28.5% | -$12.58万 | 减仓 |
| WEC | WEC ENERGY GROUP INC | $31.58万 | 0.17% | 2,732 | 0 | 0.0% | — | 不变 |
| AIQ | GLOBAL X FDS | $31.58万 | 0.17% | 6,788 | 1,420 | 26.5% | $6.61万 | 加仓 |
| SPYM | SPDR SERIES TRUST | $31.71万 | 0.17% | 4,189 | 256 | 6.5% | $1.94万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $31.96万 | 0.18% | 1,937 | -916 | -32.1% | -$15.11万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $32.09万 | 0.18% | 1,348 | -340 | -20.1% | -$8.09万 | 减仓 |
| ETR | ENTERGY CORP NEW | $32.09万 | 0.18% | 2,877 | 3 | 0.1% | $335 | 加仓 |
| MCK | MCKESSON CORP | $32.42万 | 0.18% | 375 | -2 | -0.5% | -$1,729 | 减仓 |
| XNEAX | NUVEEN AMT FREE QLTY MUN INC | $32.90万 | 0.18% | 29,559 | -2,000 | -6.3% | -$2.23万 | 减仓 |
| MTUM | ISHARES TR | $33.21万 | 0.18% | 1,426 | 9 | 0.6% | $2,096 | 加仓 |
| RSG | REPUBLIC SVCS INC | $33.25万 | 0.18% | 1,509 | 0 | 0.0% | — | 不变 |
| LEN/B | LENNAR CORP | $33.55万 | 0.18% | 4,100 | 0 | 0.0% | — | 不变 |
| CAT | CATERPILLAR INC | $34.01万 | 0.19% | 497 | -24 | -4.6% | -$1.64万 | 减仓 |
| INTC | INTEL CORP | $34.37万 | 0.19% | 8,077 | -638 | -7.3% | -$2.72万 | 减仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $34.67万 | 0.19% | 5,826 | 786 | 15.6% | $4.68万 | 加仓 |
| LITE | LUMENTUM HLDGS INC | $34.83万 | 0.19% | 532 | 532 | — | $34.83万 | 新建仓 |
| XLV | SELECT SECTOR SPDR TR | $35.05万 | 0.19% | 2,397 | -16 | -0.7% | -$2,340 | 减仓 |
| SHEL | SHELL PLC | $35.35万 | 0.19% | 3,804 | 0 | 0.0% | — | 不变 |
| PFE | PFIZER INC | $35.41万 | 0.20% | 12,705 | -847 | -6.2% | -$2.36万 | 减仓 |
| CSCO | CISCO SYS INC | $35.58万 | 0.20% | 4,603 | -42 | -0.9% | -$3,246 | 减仓 |
| PPG | PPG INDS INC | $35.69万 | 0.20% | 3,432 | -1,816 | -34.6% | -$18.89万 | 减仓 |
| IWM | ISHARES TR | $36.00万 | 0.20% | 1,494 | -20 | -1.3% | -$4,819 | 减仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $36.22万 | 0.20% | 1,063 | -61 | -5.4% | -$2.08万 | 减仓 |
| CIEN | CIENA CORP | $36.50万 | 0.20% | 1,000 | 0 | 0.0% | — | 不变 |