Provident Wealth Management, LLC
BRENTWOOD TN · SEC CIK 0001799797
$3.31亿2026Q1 申报市值
134持仓数
73.7%前十大占比 · 第一大 17.0%
2 / 3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
IDEQ 加仓+$52.68万
IHDG 加仓+$21.68万
LVHI 加仓+$20.57万
NEE 新建仓+$20.23万
COHR 新建仓+$20.01万
2026Q1 卖出最多 按季末市值估算
TSPA 减仓-$44.67万
DGRO 减仓-$26.17万
IBIT 清仓-$24.82万
MAINSTREET BANCS 清仓-$22.26万
PINNACLE FINL PA 清仓-$20.66万
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 |
|---|---|---|---|---|---|---|---|---|
| SPYM | SPDR SERIES TRUST | $53.78万 | 0.16% | 7,027 | 256 | 3.8% | $1.96万 | 加仓 |
| GLD | SPDR GOLD TR | $59.72万 | 0.18% | 1,388 | -232 | -14.3% | -$9.98万 | 减仓 |
| GUNR | FLEXSHARES TR | $60.21万 | 0.18% | 10,916 | -726 | -6.2% | -$4.00万 | 减仓 |
| — | HONEYWELL INTL INC | $81.01万 | 0.25% | 3,584 | -386 | -9.7% | -$8.72万 | 减仓 |
| OEF | ISHARES TR | $89.60万 | 0.27% | 2,817 | 0 | 0.0% | — | 不变 |
| MSFT | MICROSOFT CORP | $92.84万 | 0.28% | 2,508 | 0 | 0.0% | — | 不变 |
| HIMU | BLACKROCK ETF TRUST II | $100.06万 | 0.30% | 20,854 | 554 | 2.7% | $2.66万 | 加仓 |
| — | EXXON MOBIL CORP | $115.60万 | 0.35% | 6,814 | 6 | 0.1% | $1,018 | 加仓 |
| LLY | ELI LILLY & CO | $122.15万 | 0.37% | 1,328 | 0 | 0.0% | — | 不变 |
| USMV | ISHARES TR | $124.64万 | 0.38% | 13,440 | -479 | -3.4% | -$4.44万 | 减仓 |
| ZROZ | PIMCO ETF TR | $158.98万 | 0.48% | 24,837 | -503 | -2.0% | -$3.22万 | 减仓 |
| AJG | GALLAGHER ARTHUR J & CO | $169.34万 | 0.51% | 7,819 | 0 | 0.0% | — | 不变 |
| IHDG | WISDOMTREE TR | $176.00万 | 0.53% | 36,553 | 4,503 | 14.0% | $21.68万 | 加仓 |
| WINN | HARBOR ETF TRUST | $187.44万 | 0.57% | 67,599 | -4,519 | -6.3% | -$12.53万 | 减仓 |
| MOAT | VANECK ETF TRUST | $189.59万 | 0.57% | 19,606 | -813 | -4.0% | -$7.86万 | 减仓 |
| DFIS | DIMENSIONAL ETF TRUST | $202.28万 | 0.61% | 60,077 | 5,782 | 10.6% | $19.47万 | 加仓 |
| EMXC | ISHARES INC | $205.53万 | 0.62% | 26,129 | 2,436 | 10.3% | $19.16万 | 加仓 |
| BIV | VANGUARD BD INDEX FDS | $212.16万 | 0.64% | 27,489 | -846 | -3.0% | -$6.53万 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $216.32万 | 0.65% | 11,271 | -605 | -5.1% | -$11.61万 | 减仓 |
| ICVT | ISHARES TR | $218.30万 | 0.66% | 21,446 | -211 | -1.0% | -$2.15万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $219.65万 | 0.66% | 15,207 | -573 | -3.6% | -$8.28万 | 减仓 |
| BSV | VANGUARD BD INDEX FDS | $221.30万 | 0.67% | 28,223 | -837 | -2.9% | -$6.56万 | 减仓 |
| LVHI | LEGG MASON ETF INVT | $224.84万 | 0.68% | 55,461 | 5,073 | 10.1% | $20.57万 | 加仓 |
| PVAL | PUTNAM ETF TRUST | $232.87万 | 0.70% | 50,187 | -3,043 | -5.7% | -$14.12万 | 减仓 |
| AAPL | APPLE INC | $237.75万 | 0.72% | 9,368 | -33 | -0.4% | -$8,375 | 减仓 |
| IDEQ | LAZARD ACTIVE ETF TR | $496.06万 | 1.50% | 156,238 | 16,591 | 11.9% | $52.68万 | 加仓 |
| ONEV | SPDR SERIES TRUST | $545.13万 | 1.65% | 40,630 | 164 | 0.4% | $2.20万 | 加仓 |
| SDVY | FIRST TR EXCHANGE TRADED FD | $553.38万 | 1.67% | 140,345 | -1,028 | -0.7% | -$4.05万 | 减仓 |
| EZM | WISDOMTREE TR | $669.45万 | 2.02% | 99,591 | 1,142 | 1.2% | $7.68万 | 加仓 |
| VOT | VANGUARD INDEX FDS | $723.74万 | 2.19% | 28,123 | 72 | 0.3% | $1.85万 | 加仓 |
| FSMD | FIDELITY COVINGTON TRUST | $736.31万 | 2.23% | 164,649 | -1,549 | -0.9% | -$6.93万 | 减仓 |
| AVUV | AMERICAN CENTY ETF TR | $748.85万 | 2.27% | 67,787 | -669 | -1.0% | -$7.39万 | 减仓 |
| IJR | ISHARES TR | $750.37万 | 2.27% | 60,363 | -382 | -0.6% | -$4.75万 | 减仓 |
| XSMO | INVESCO EXCHANGE TRADED FD T | $773.91万 | 2.34% | 101,804 | -1,339 | -1.3% | -$10.18万 | 减仓 |
| VOE | VANGUARD INDEX FDS | $1,169.93万 | 3.54% | 63,487 | -370 | -0.6% | -$6.82万 | 减仓 |
| SCHX | SCHWAB STRATEGIC TR | $2,766.55万 | 8.37% | 1,078,998 | -1,581 | -0.1% | -$4.05万 | 减仓 |
| DGRO | ISHARES TR | $2,944.45万 | 8.91% | 419,556 | -3,729 | -0.9% | -$26.17万 | 减仓 |
| SCHG | SCHWAB STRATEGIC TR | $3,741.86万 | 11.32% | 1,284,540 | 3,087 | 0.2% | $8.99万 | 加仓 |
| COWZ | PACER FDS TR | $5,116.54万 | 15.48% | 817,861 | -1,853 | -0.2% | -$11.59万 | 减仓 |
| TSPA | T ROWE PRICE ETF INC | $5,608.31万 | 16.96% | 1,371,224 | -10,922 | -0.8% | -$44.67万 | 减仓 |