Petix & Botte Co
LA MESA CA · SEC CIK 0001803255
$4.97亿2026Q2 申报市值
144持仓数
45.1%前十大占比 · 第一大 12.0%
8 / 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
SPYM 加仓+$471.72万
SPYG 加仓+$238.47万
ICLO 新建仓+$173.63万
QQQM 加仓+$168.79万
IEFA 加仓+$137.70万
2026Q2 卖出最多 按季末市值估算
IUSG 减仓-$312.92万
FVD 减仓-$186.83万
IUSV 减仓-$169.91万
JAAA 减仓-$163.04万
IJH 减仓-$106.20万
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 |
|---|---|---|---|---|---|---|---|---|
| ABT | ABBOTT LABORATORIES | $0 | 0.00% | 0 | -2,018 | -100.0% | -$20.71万 | 清仓 |
| FSK | FS KKR CAP CORP | $11.48万 | 0.02% | 10,934 | 0 | 0.0% | — | 不变 |
| SFM | SPROUTS FMRS MKT INC | $20.93万 | 0.04% | 2,474 | 2,474 | — | $20.93万 | 新建仓 |
| WELL | WELLTOWER INC | $21.15万 | 0.04% | 932 | 932 | — | $21.15万 | 新建仓 |
| ITW | ILLINOIS TOOL WKS INC | $21.56万 | 0.04% | 797 | 0 | 0.0% | — | 不变 |
| MA | MASTERCARD INCORPORATED | $22.39万 | 0.05% | 436 | 0 | 0.0% | — | 不变 |
| C | CITIGROUP INC | $22.56万 | 0.05% | 1,612 | 1,612 | — | $22.56万 | 新建仓 |
| RTX | RTX CORPORATION | $23.34万 | 0.05% | 1,230 | 0 | 0.0% | — | 不变 |
| PSA | PUBLIC STORAGE | $24.19万 | 0.05% | 760 | 0 | 0.0% | — | 不变 |
| NSC | NORFOLK SOUTHN CORP | $25.17万 | 0.05% | 800 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL ETF TRUST | $25.50万 | 0.05% | 5,748 | 0 | 0.0% | — | 不变 |
| MU | MICRON TECHNOLOGY INC | $25.97万 | 0.05% | 225 | 225 | — | $25.97万 | 新建仓 |
| COF | CAPITAL ONE FINL CORP | $26.44万 | 0.05% | 1,318 | 0 | 0.0% | — | 不变 |
| IWB | ISHARES TR | $26.95万 | 0.05% | 658 | 0 | 0.0% | — | 不变 |
| FXZ | FIRST TR EXCHANGE-TRADED FD | $27.15万 | 0.05% | 3,418 | 0 | 0.0% | — | 不变 |
| LEU | CENTRUS ENERGY CORP | $27.53万 | 0.06% | 1,640 | -538 | -24.7% | -$9.03万 | 减仓 |
| VDE | VANGUARD WORLD FD | $27.68万 | 0.06% | 1,844 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA INC | $28.01万 | 0.06% | 666 | 0 | 0.0% | — | 不变 |
| FTCS | FIRST TR EXCHANGE-TRADED FD | $28.12万 | 0.06% | 2,994 | 0 | 0.0% | — | 不变 |
| FXO | FIRST TR EXCHANGE-TRADED FD | $29.18万 | 0.06% | 4,672 | 0 | 0.0% | — | 不变 |
| ROK | ROCKWELL AUTOMATION INC | $29.70万 | 0.06% | 600 | 0 | 0.0% | — | 不变 |
| SYK | STRYKER CORPORATION | $29.78万 | 0.06% | 946 | 0 | 0.0% | — | 不变 |
| VONV | VANGUARD SCOTTSDALE FDS | $30.53万 | 0.06% | 2,872 | -104 | -3.5% | -$1.11万 | 减仓 |
| DIS | DISNEY WALT CO | $30.99万 | 0.06% | 3,220 | -102 | -3.1% | -$9,818 | 减仓 |
| IJR | ISHARES TR | $31.37万 | 0.06% | 2,115 | -33 | -1.5% | -$4,894 | 减仓 |
| WFC | WELLS FARGO & CO | $31.63万 | 0.06% | 3,828 | 0 | 0.0% | — | 不变 |
| PEP | PEPSICO INC | $31.76万 | 0.06% | 2,346 | 0 | 0.0% | — | 不变 |
| FTGS | FIRST TR EXCHANGE-TRADED FD | $31.92万 | 0.06% | 8,626 | 0 | 0.0% | — | 不变 |
| VT | VANGUARD INTL EQUITY INDEX F | $32.36万 | 0.07% | 2,062 | 0 | 0.0% | — | 不变 |
| EMB | ISHARES TR | $32.44万 | 0.07% | 3,364 | -32 | -0.9% | -$3,086 | 减仓 |
| AGG | ISHARES TR | $32.63万 | 0.07% | 3,296 | -78 | -2.3% | -$7,722 | 减仓 |
| EFA | ISHARES TR | $32.76万 | 0.07% | 3,154 | 0 | 0.0% | — | 不变 |
| ORCL | ORACLE CORP | $32.94万 | 0.07% | 2,248 | 0 | 0.0% | — | 不变 |
| AIRR | FIRST TR EXCHANGE TRADED FD | $33.58万 | 0.07% | 2,520 | -78 | -3.0% | -$1.04万 | 减仓 |
| FTXL | FIRST TR EXCHANGE TRADED FD | $33.68万 | 0.07% | 1,182 | 1,182 | — | $33.68万 | 新建仓 |
| NFLX | NETFLIX INC. | $33.79万 | 0.07% | 4,733 | 40 | 0.9% | $2,856 | 加仓 |
| MBB | ISHARES TR | $34.67万 | 0.07% | 3,668 | -592 | -13.9% | -$5.60万 | 减仓 |
| FDN | FIRST TR EXCHANGE-TRADED FD | $34.89万 | 0.07% | 1,318 | 34 | 2.6% | $9,000 | 加仓 |
| AXSM | AXSOME THERAPEUTICS INC. | $35.00万 | 0.07% | 1,430 | 0 | 0.0% | — | 不变 |
| FDT | FIRST TR EXCH TRD ALPHDX FD | $35.43万 | 0.07% | 3,742 | 0 | 0.0% | — | 不变 |
| CSCO | CISCO SYS INC | $36.18万 | 0.07% | 3,080 | 258 | 9.1% | $3.03万 | 加仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $36.62万 | 0.07% | 4,372 | 6 | 0.1% | $503 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $36.98万 | 0.07% | 1,456 | 0 | 0.0% | — | 不变 |
| PFF | ISHARES TR | $37.24万 | 0.07% | 12,217 | 17 | 0.1% | $518 | 加仓 |
| STM | STMICROELECTRONICS N V | $37.45万 | 0.08% | 5,000 | 5,000 | — | $37.45万 | 新建仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $38.38万 | 0.08% | 514 | 0 | 0.0% | — | 不变 |
| WM | WASTE MGMT INC DEL | $43.77万 | 0.09% | 1,964 | 0 | 0.0% | — | 不变 |
| PG | PROCTER & GAMBLE CO | $44.34万 | 0.09% | 3,024 | 0 | 0.0% | — | 不变 |
| BIV | VANGUARD BD INDEX FDS | $45.20万 | 0.09% | 5,893 | -331 | -5.3% | -$2.54万 | 减仓 |
| GOVT | ISHARES TR | $46.29万 | 0.09% | 20,321 | 2,402 | 13.4% | $5.47万 | 加仓 |
| SLV | ISHARES SILVER TR | $46.91万 | 0.09% | 8,774 | 222 | 2.6% | $1.19万 | 加仓 |
| ABBV | ABBVIE INC | $47.06万 | 0.09% | 1,870 | 0 | 0.0% | — | 不变 |
| TER | TERADYNE INC | $48.38万 | 0.10% | 1,000 | 0 | 0.0% | — | 不变 |
| JMST | J P MORGAN EXCHANGE TRADED F | $50.01万 | 0.10% | 9,806 | 9,806 | — | $50.01万 | 新建仓 |
| VOT | VANGUARD INDEX FDS | $50.05万 | 0.10% | 1,634 | -424 | -20.6% | -$12.99万 | 减仓 |
| XMLV | INVESCO EXCH TRADED FD TR II | $51.27万 | 0.10% | 7,730 | 2 | 0.0% | $133 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $55.52万 | 0.11% | 1,696 | 0 | 0.0% | — | 不变 |
| VGT | VANGUARD WORLD FD | $56.65万 | 0.11% | 4,739 | -93 | -1.9% | -$1.11万 | 减仓 |
| META | META PLATFORMS INC | $59.71万 | 0.12% | 1,060 | 0 | 0.0% | — | 不变 |
| KO | COCA COLA CO | $60.38万 | 0.12% | 7,430 | 0 | 0.0% | — | 不变 |
| VBK | VANGUARD INDEX FDS | $62.53万 | 0.13% | 1,710 | 0 | 0.0% | — | 不变 |
| VV | VANGUARD INDEX FDS | $63.19万 | 0.13% | 1,838 | 0 | 0.0% | — | 不变 |
| SOXX | ISHARES TR | $64.08万 | 0.13% | 1,000 | 0 | 0.0% | — | 不变 |
| TJX | TJX COS INC NEW | $67.54万 | 0.14% | 4,458 | 0 | 0.0% | — | 不变 |
| GSY | INVESCO ACTIVELY MANAGED EXC | $68.44万 | 0.14% | 13,646 | 0 | 0.0% | — | 不变 |
| AMZN | AMAZON COM INC | $69.02万 | 0.14% | 2,896 | 0 | 0.0% | — | 不变 |
| ASML | ASML HLDG NV | $69.66万 | 0.14% | 350 | 0 | 0.0% | — | 不变 |
| HYG | ISHARES TR | $70.07万 | 0.14% | 8,762 | 56 | 0.6% | $4,479 | 加仓 |
| USHY | ISHARES TR | $74.68万 | 0.15% | 20,174 | 0 | 0.0% | — | 不变 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $80.71万 | 0.16% | 1,613 | -5 | -0.3% | -$2,502 | 减仓 |
| BAC | BANK OF AMER CORP | $82.09万 | 0.17% | 14,406 | 0 | 0.0% | — | 不变 |
| TKO | TKO GROUP HOLDINGS INC | $82.30万 | 0.17% | 4,088 | 0 | 0.0% | — | 不变 |
| HD | HOME DEPOT INC | $83.88万 | 0.17% | 2,379 | 2 | 0.1% | $705 | 加仓 |
| VXF | VANGUARD INDEX FDS | $84.45万 | 0.17% | 3,430 | 0 | 0.0% | — | 不变 |
| VEA | VANGUARD TAX-MANAGED FDS | $87.41万 | 0.18% | 12,268 | -312 | -2.5% | -$2.22万 | 减仓 |
| IEMG | ISHARES INC | $90.26万 | 0.18% | 10,896 | -2,979 | -21.5% | -$24.68万 | 减仓 |
| GOOG | ALPHABET INC | $96.81万 | 0.19% | 2,740 | 150 | 5.8% | $5.30万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $99.01万 | 0.20% | 16,588 | 3 | 0.0% | $179 | 加仓 |
| AFL | AFLAC INC | $101.07万 | 0.20% | 8,620 | 0 | 0.0% | — | 不变 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $101.98万 | 0.21% | 1,450 | 0 | 0.0% | — | 不变 |
| JPST | J P MORGAN EXCHANGE TRADED F | $102.32万 | 0.21% | 20,234 | 0 | 0.0% | — | 不变 |
| GLD | SPDR GOLD TR | $103.59万 | 0.21% | 2,812 | 0 | 0.0% | — | 不变 |
| LLY | ELI LILLY & CO | $106.75万 | 0.21% | 890 | 0 | 0.0% | — | 不变 |
| VBR | VANGUARD INDEX FDS | $111.97万 | 0.23% | 4,608 | -762 | -14.2% | -$18.52万 | 减仓 |
| OMFL | INVESCO EXCH TRD SLF IDX FD | $114.06万 | 0.23% | 16,642 | -260 | -1.5% | -$1.78万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $124.49万 | 0.25% | 5,712 | -834 | -12.7% | -$18.18万 | 减仓 |
| IWM | ISHARES TR | $126.25万 | 0.25% | 4,202 | -1,026 | -19.6% | -$30.83万 | 减仓 |
| IVW | ISHARES TR | $127.88万 | 0.26% | 9,298 | -6 | -0.1% | -$825 | 减仓 |
| INTC | INTEL CORP | $133.23万 | 0.27% | 9,542 | 815 | 9.3% | $11.38万 | 加仓 |
| MCD | MCDONALDS CORP | $135.64万 | 0.27% | 5,018 | 0 | 0.0% | — | 不变 |
| AVGO | BROADCOM INC | $140.86万 | 0.28% | 3,729 | 0 | 0.0% | — | 不变 |
| IYW | ISHARES TR | $145.25万 | 0.29% | 5,758 | 0 | 0.0% | — | 不变 |
| CAT | CATERPILLAR INC | $146.53万 | 0.29% | 1,376 | 2 | 0.1% | $2,130 | 加仓 |
| GOOGL | ALPHABET INC | $154.28万 | 0.31% | 4,317 | 0 | 0.0% | — | 不变 |
| NOBL | PROSHARES TR | $157.35万 | 0.32% | 28,019 | 63 | 0.2% | $3,538 | 加仓 |
| MGV | VANGUARD WORLD FD | $158.55万 | 0.32% | 9,700 | 0 | 0.0% | — | 不变 |
| GLDM | WORLD GOLD TR | $159.57万 | 0.32% | 20,092 | -362 | -1.8% | -$2.88万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $160.16万 | 0.32% | 2,757 | 78 | 2.9% | $4.53万 | 加仓 |
| ICLO | INVESCO ACTIVELY MANAGED EXC | $173.63万 | 0.35% | 67,878 | 67,878 | — | $173.63万 | 新建仓 |
| IDV | ISHARES TR | $184.28万 | 0.37% | 44,479 | -108 | -0.2% | -$4,474 | 减仓 |