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 |
|---|---|---|---|---|---|---|---|---|
| VPL | VANGUARD INTL EQUITY INDEX F | $10.55万 | 0.03% | 1,079 | 0 | 0.0% | — | 不变 |
| EXI | ISHARES TR | $9.05万 | 0.03% | 500 | 0 | 0.0% | — | 不变 |
| IWS | ISHARES TR | $8.69万 | 0.03% | 596 | 0 | 0.0% | — | 不变 |
| DVY | ISHARES TR | $8.34万 | 0.03% | 551 | -149 | -21.3% | -$2.26万 | 减仓 |
| XOP | SPDR SERIES TRUST | $8.27万 | 0.03% | 455 | 0 | 0.0% | — | 不变 |
| EFAV | ISHARES TR | $7.99万 | 0.02% | 875 | 0 | 0.0% | — | 不变 |
| DXJ | WISDOMTREE TR | $7.93万 | 0.02% | 500 | 0 | 0.0% | — | 不变 |
| XLC | SELECT SECTOR SPDR TR | $7.88万 | 0.02% | 711 | 0 | 0.0% | — | 不变 |
| SMMV | ISHARES TR | $7.65万 | 0.02% | 1,753 | 0 | 0.0% | — | 不变 |
| KBE | SPDR SERIES TRUST | $7.44万 | 0.02% | 1,250 | 0 | 0.0% | — | 不变 |
| XLRE | SELECT SECTOR SPDR TR | $7.15万 | 0.02% | 1,750 | 0 | 0.0% | — | 不变 |
| IXG | ISHARES TR | $6.84万 | 0.02% | 600 | 0 | 0.0% | — | 不变 |
| UPRO | PROSHARES TR | $6.64万 | 0.02% | 685 | 0 | 0.0% | — | 不变 |
| IWF | ISHARES TR | $6.40万 | 0.02% | 150 | 0 | 0.0% | — | 不变 |
| KRE | SPDR SERIES TRUST | $5.86万 | 0.02% | 900 | 0 | 0.0% | — | 不变 |
| XES | SPDR SERIES TRUST | $4.65万 | 0.01% | 400 | 0 | 0.0% | — | 不变 |
| IWR | ISHARES TR | $4.47万 | 0.01% | 460 | 0 | 0.0% | — | 不变 |
| KIE | SPDR SERIES TRUST | $4.40万 | 0.01% | 800 | 0 | 0.0% | — | 不变 |
| XLY | SELECT SECTOR SPDR TR | $4.32万 | 0.01% | 396 | 0 | 0.0% | — | 不变 |
| XBI | SPDR SERIES TRUST | $3.83万 | 0.01% | 300 | 0 | 0.0% | — | 不变 |
| IEMG | ISHARES INC | $3.61万 | 0.01% | 518 | 3 | 0.6% | $209 | 加仓 |
| — | SOLITARIO RESOURCES CORP | $2.41万 | 0.01% | 29,332 | 0 | 0.0% | — | 不变 |
| BIL | SPDR SERIES TRUST | $2.26万 | 0.01% | 247 | 25 | 11.3% | $2,291 | 加仓 |
| IWM | ISHARES TR | $1.41万 | 0.00% | 57 | 0 | 0.0% | — | 不变 |
| IUSB | ISHARES TR | $1.34万 | 0.00% | 291 | 0 | 0.0% | — | 不变 |
| VWO | VANGUARD INTL EQUITY INDEX F | $9,567 | 0.00% | 177 | 0 | 0.0% | — | 不变 |
| FLOT | ISHARES TR | $3,210 | 0.00% | 63 | 0 | 0.0% | — | 不变 |
| EFV | ISHARES TR | $2,528 | 0.00% | 34 | 0 | 0.0% | — | 不变 |
| EFG | ISHARES TR | $1,448 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| HEFA | ISHARES TR | $510 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| XMLV | INVESCO EXCH TRADED FD TR II | $126 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| MDYV | SPDR SERIES TRUST | $85 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| IMCG | ISHARES TR | $79 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| DON | WISDOMTREE TR | $53 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| IBIT | ISHARES BITCOIN TRUST ETF | $0 | 0.00% | 0 | -5,000 | -100.0% | -$24.82万 | 清仓 |
| — | MAINSTREET BANCSHARES INC | $0 | 0.00% | 0 | -10,932 | -100.0% | -$22.26万 | 清仓 |
| V | VISA INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | PINNACLE FINL PARTNERS INC | $0 | 0.00% | 0 | -2,165 | -100.0% | -$20.66万 | 清仓 |
| AMZN | AMAZON COM INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| AVGO | BROADCOM INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |