Petix & Botte Co
LA MESA CA · SEC CIK 0001803255
$4.49亿2026Q1 申报市值
137持仓数
43.7%前十大占比 · 第一大 10.7%
10 / 7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
SPYM 加仓+$519.31万
SPYG 加仓+$191.30万
IEFA 加仓+$171.25万
QQQM 加仓+$162.56万
GTO 加仓+$141.06万
2026Q1 卖出最多 按季末市值估算
IUSG 减仓-$114.01万
AAPL 减仓-$103.63万
IUSV 减仓-$84.43万
FTGC 减仓-$75.27万
FVD 减仓-$66.34万
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 |
|---|---|---|---|---|---|---|---|---|
| MSFT | MICROSOFT CORP | $189.04万 | 0.42% | 5,106 | 126 | 2.5% | $4.66万 | 加仓 |
| GLDM | WORLD GOLD TR | $189.59万 | 0.42% | 20,454 | 954 | 4.9% | $8.84万 | 加仓 |
| IDV | ISHARES TR | $189.76万 | 0.42% | 44,587 | 1 | 0.0% | $43 | 加仓 |
| VO | VANGUARD INDEX FDS | $192.41万 | 0.43% | 6,701 | -489 | -6.8% | -$14.04万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $197.27万 | 0.44% | 9,173 | 2,402 | 35.5% | $51.66万 | 加仓 |
| SRE | SEMPRA | $201.08万 | 0.45% | 20,694 | -1,092 | -5.0% | -$10.61万 | 减仓 |
| VNQ | VANGUARD INDEX FDS | $203.30万 | 0.45% | 22,920 | -1,923 | -7.7% | -$17.06万 | 减仓 |
| IWF | ISHARES TR | $206.26万 | 0.46% | 4,838 | 0 | 0.0% | — | 不变 |
| PWR | QUANTA SVCS INC | $231.91万 | 0.52% | 4,224 | -230 | -5.2% | -$12.63万 | 减仓 |
| FV | FIRST TR EXCHANGE TRADED FD | $303.69万 | 0.68% | 50,250 | 6,270 | 14.3% | $37.89万 | 加仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $305.41万 | 0.68% | 63,562 | -7,265 | -10.3% | -$34.91万 | 减仓 |
| USMV | ISHARES TR | $327.46万 | 0.73% | 35,310 | -1,642 | -4.4% | -$15.23万 | 减仓 |
| VB | VANGUARD INDEX FDS | $349.88万 | 0.78% | 13,360 | -908 | -6.4% | -$23.78万 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $376.61万 | 0.84% | 25,429 | 522 | 2.1% | $7.73万 | 加仓 |
| VOE | VANGUARD INDEX FDS | $400.76万 | 0.89% | 21,749 | -522 | -2.3% | -$9.62万 | 减仓 |
| XLE | SELECT SECTOR SPDR TR | $402.25万 | 0.90% | 65,663 | -2,562 | -3.8% | -$15.69万 | 减仓 |
| SRLN | SSGA ACTIVE ETF TR | $430.52万 | 0.96% | 107,256 | -5,634 | -5.0% | -$22.61万 | 减仓 |
| PZA | INVESCO EXCH TRADED FD TR II | $433.12万 | 0.96% | 188,478 | 6,210 | 3.4% | $14.27万 | 加仓 |
| AAPL | APPLE INC | $592.70万 | 1.32% | 23,353 | -4,083 | -14.9% | -$103.63万 | 减仓 |
| FTSL | FIRST TR EXCHANGE-TRADED FD | $608.94万 | 1.36% | 135,926 | 11,811 | 9.5% | $52.91万 | 加仓 |
| CWB | SPDR SERIES TRUST | $650.61万 | 1.45% | 71,092 | -4,119 | -5.5% | -$37.70万 | 减仓 |
| FALN | ISHARES TR | $658.56万 | 1.47% | 246,470 | 24,802 | 11.2% | $66.27万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $795.54万 | 1.77% | 7,984 | 23 | 0.3% | $2.29万 | 加仓 |
| QQQ | INVESCO QQQ TR | $807.70万 | 1.80% | 13,993 | -45 | -0.3% | -$2.60万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $844.62万 | 1.88% | 26,327 | 909 | 3.6% | $29.16万 | 加仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $877.21万 | 1.95% | 106,006 | -7,700 | -6.8% | -$63.72万 | 减仓 |
| FTGC | FIRST TR EXCHANGE TRAD FD VI | $950.32万 | 2.12% | 331,007 | -26,217 | -7.3% | -$75.27万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $997.98万 | 2.22% | 22,848 | -110 | -0.5% | -$4.80万 | 减仓 |
| BND | VANGUARD BD INDEX FDS | $1,022.57万 | 2.28% | 138,864 | -6,528 | -4.5% | -$48.07万 | 减仓 |
| IJH | ISHARES TR | $1,048.32万 | 2.34% | 155,238 | -9,513 | -5.8% | -$64.24万 | 减仓 |
| LMBS | FIRST TR EXCHANGE-TRADED FD | $1,063.48万 | 2.37% | 213,509 | -12,533 | -5.5% | -$62.43万 | 减仓 |
| RWL | INVESCO EXCH TRADED FD TR II | $1,183.29万 | 2.64% | 102,976 | 10,808 | 11.7% | $124.19万 | 加仓 |
| JAAA | JANUS DETROIT STR TR | $1,228.16万 | 2.74% | 243,827 | 20,801 | 9.3% | $104.77万 | 加仓 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $1,238.57万 | 2.76% | 181,396 | 18,021 | 11.0% | $123.05万 | 加仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $1,291.59万 | 2.88% | 54,353 | 6,841 | 14.4% | $162.56万 | 加仓 |
| SPYG | SPDR SERIES TRUST | $1,317.44万 | 2.94% | 134,560 | 19,539 | 17.0% | $191.30万 | 加仓 |
| FTSM | FIRST TR EXCHANGE-TRADED FD | $1,321.69万 | 2.94% | 221,089 | -2,113 | -0.9% | -$12.63万 | 减仓 |
| IUSV | ISHARES TR | $1,474.57万 | 3.29% | 144,214 | -8,257 | -5.4% | -$84.43万 | 减仓 |
| FVD | FIRST TR EXCHANGE-TRADED FD | $1,527.38万 | 3.40% | 324,767 | -14,106 | -4.2% | -$66.34万 | 减仓 |
| GOVI | INVESCO EXCH TRADED FD TR II | $1,763.88万 | 3.93% | 646,593 | 45,524 | 7.6% | $124.19万 | 加仓 |
| IUSG | ISHARES TR | $1,886.44万 | 4.20% | 121,619 | -7,350 | -5.7% | -$114.01万 | 减仓 |
| IEFA | ISHARES TR | $1,929.60万 | 4.30% | 213,146 | 18,916 | 9.7% | $171.25万 | 加仓 |
| GTO | INVESCO ACTIVELY MANAGED EXC | $2,293.44万 | 5.11% | 489,736 | 30,121 | 6.6% | $141.06万 | 加仓 |
| SPYM | SPDR SERIES TRUST | $4,790.65万 | 10.67% | 625,904 | 67,849 | 12.2% | $519.31万 | 加仓 |