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 |
|---|---|---|---|---|---|---|---|---|
| WMT | WALMART INC | $0 | 0.00% | 0 | -2,980 | -100.0% | -$33.20万 | 清仓 |
| INTU | INTUIT | $0 | 0.00% | 0 | -426 | -100.0% | -$28.22万 | 清仓 |
| SPOT | SPOTIFY TECHNOLOGY S A | $0 | 0.00% | 0 | -400 | -100.0% | -$23.23万 | 清仓 |
| VZ | VERIZON COMMUNICATIONS INC | $0 | 0.00% | 0 | -5,656 | -100.0% | -$23.04万 | 清仓 |
| MRK | MERCK & CO INC | $0 | 0.00% | 0 | -1,966 | -100.0% | -$20.69万 | 清仓 |
| DUK | DUKE ENERGY CORP NEW | $0 | 0.00% | 0 | -1,752 | -100.0% | -$20.54万 | 清仓 |
| JNK | SPDR SERIES TRUST | $0 | 0.00% | 0 | -2,080 | -100.0% | -$20.22万 | 清仓 |
| FSK | FS KKR CAP CORP | $11.13万 | 0.02% | 10,934 | 0 | 0.0% | — | 不变 |
| PSA | PUBLIC STORAGE OPER CO | $20.59万 | 0.05% | 760 | -68 | -8.2% | -$1.84万 | 减仓 |
| ABT | ABBOTT LABORATORIES | $20.71万 | 0.05% | 2,018 | 110 | 5.8% | $1.13万 | 加仓 |
| ITW | ILLINOIS TOOL WKS INC | $20.75万 | 0.05% | 797 | -19 | -2.3% | -$4,946 | 重新持有 |
| ROK | ROCKWELL AUTOMATION INC | $21.53万 | 0.05% | 600 | 0 | 0.0% | — | 不变 |
| MA | MASTERCARD INCORPORATED | $21.79万 | 0.05% | 436 | 436 | — | $21.79万 | 新建仓 |
| CSCO | CISCO SYS INC | $21.90万 | 0.05% | 2,822 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL ETF TRUST | $22.34万 | 0.05% | 5,748 | 0 | 0.0% | — | 不变 |
| NSC | NORFOLK SOUTHN CORP | $22.96万 | 0.05% | 800 | 0 | 0.0% | — | 不变 |
| IWB | ISHARES TR | $23.46万 | 0.05% | 658 | 0 | 0.0% | — | 不变 |
| RTX | RTX CORPORATION | $23.73万 | 0.05% | 1,230 | 36 | 3.0% | $6,944 | 加仓 |
| COF | CAPITAL ONE FINL CORP | $24.04万 | 0.05% | 1,318 | 1,318 | — | $24.04万 | 新建仓 |
| AXSM | AXSOME THERAPEUTICS INC. | $24.17万 | 0.05% | 1,430 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA INC | $24.76万 | 0.06% | 666 | -78 | -10.5% | -$2.90万 | 减仓 |
| FXZ | FIRST TR EXCHANGE-TRADED FD | $26.05万 | 0.06% | 3,418 | 0 | 0.0% | — | 不变 |
| FXO | FIRST TR EXCHANGE-TRADED FD | $26.25万 | 0.06% | 4,672 | 0 | 0.0% | — | 不变 |
| IJR | ISHARES TR | $26.70万 | 0.06% | 2,148 | -18 | -0.8% | -$2,238 | 减仓 |
| FTCS | FIRST TR EXCHANGE-TRADED FD | $27.77万 | 0.06% | 2,994 | 0 | 0.0% | — | 不变 |
| VONV | VANGUARD SCOTTSDALE FDS | $27.90万 | 0.06% | 2,976 | 2,976 | — | $27.90万 | 新建仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $28.52万 | 0.06% | 2,062 | 0 | 0.0% | — | 不变 |
| AIRR | FIRST TR EXCHANGE TRADED FD | $28.78万 | 0.06% | 2,598 | 2,598 | — | $28.78万 | 新建仓 |
| FTGS | FIRST TR EXCHANGE-TRADED FD | $29.37万 | 0.07% | 8,626 | 0 | 0.0% | — | 不变 |
| TER | TERADYNE INC | $29.65万 | 0.07% | 1,000 | 1,000 | — | $29.65万 | 新建仓 |
| FDN | FIRST TR EXCHANGE-TRADED FD | $30.05万 | 0.07% | 1,284 | 50 | 4.1% | $1.17万 | 加仓 |
| WFC | WELLS FARGO & CO | $30.47万 | 0.07% | 3,828 | 0 | 0.0% | — | 不变 |
| EFA | ISHARES TR | $30.63万 | 0.07% | 3,154 | 0 | 0.0% | — | 不变 |
| SYK | STRYKER CORPORATION | $31.08万 | 0.07% | 946 | 0 | 0.0% | — | 不变 |
| EMB | ISHARES TR | $31.90万 | 0.07% | 3,396 | -386 | -10.2% | -$3.63万 | 减仓 |
| VDE | VANGUARD WORLD FD | $31.91万 | 0.07% | 1,844 | 0 | 0.0% | — | 不变 |
| DIS | DISNEY WALT CO | $32.02万 | 0.07% | 3,322 | -1,122 | -25.2% | -$10.81万 | 减仓 |
| FDT | FIRST TR EXCH TRD ALPHDX FD | $32.53万 | 0.07% | 3,742 | -230 | -5.8% | -$2.00万 | 减仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $32.79万 | 0.07% | 4,366 | 2 | 0.0% | $150 | 加仓 |
| SOXX | ISHARES TR | $32.87万 | 0.07% | 1,000 | 1,000 | — | $32.87万 | 新建仓 |
| ORCL | ORACLE CORP | $33.07万 | 0.07% | 2,248 | 54 | 2.5% | $7,944 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $33.43万 | 0.07% | 514 | 0 | 0.0% | — | 不变 |
| AGG | ISHARES TR | $33.50万 | 0.07% | 3,374 | -256 | -7.1% | -$2.54万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $35.59万 | 0.08% | 1,456 | -334 | -18.7% | -$8.16万 | 减仓 |
| PEP | PEPSICO INC | $36.43万 | 0.08% | 2,346 | 2,346 | — | $36.43万 | 新建仓 |
| PFF | ISHARES TR | $36.99万 | 0.08% | 12,200 | 8 | 0.1% | $243 | 加仓 |
| LEU | CENTRUS ENERGY CORP | $37.81万 | 0.08% | 2,178 | 1,340 | 159.9% | $23.26万 | 加仓 |
| INTC | INTEL CORP | $38.51万 | 0.09% | 8,727 | 51 | 0.6% | $2,251 | 加仓 |
| MBB | ISHARES TR | $40.45万 | 0.09% | 4,260 | -267 | -5.9% | -$2.54万 | 减仓 |
| ABBV | ABBVIE INC | $40.67万 | 0.09% | 1,870 | 0 | 0.0% | — | 不变 |
| GOVT | ISHARES TR | $41.05万 | 0.09% | 17,919 | -3,063 | -14.6% | -$7.02万 | 减仓 |
| VGT | VANGUARD WORLD FD | $42.21万 | 0.09% | 604 | 6 | 1.0% | $4,193 | 加仓 |
| PG | PROCTER & GAMBLE CO | $43.68万 | 0.10% | 3,024 | 74 | 2.5% | $1.07万 | 加仓 |
| NFLX | NETFLIX INC. | $45.12万 | 0.10% | 4,693 | 260 | 5.9% | $2.50万 | 加仓 |
| WM | WASTE MGMT INC DEL | $45.13万 | 0.10% | 1,964 | 0 | 0.0% | — | 不变 |
| ASML | ASML HLDG NV | $46.24万 | 0.10% | 350 | 350 | — | $46.24万 | 新建仓 |
| BIV | VANGUARD BD INDEX FDS | $48.04万 | 0.11% | 6,224 | 8 | 0.1% | $617 | 加仓 |
| XMLV | INVESCO EXCH TRADED FD TR II | $48.67万 | 0.11% | 7,728 | 0 | 0.0% | — | 不变 |
| JPM | JPMORGAN CHASE & CO | $49.89万 | 0.11% | 1,696 | 80 | 5.0% | $2.35万 | 加仓 |
| VBK | VANGUARD INDEX FDS | $51.68万 | 0.12% | 1,710 | 0 | 0.0% | — | 不变 |
| VOT | VANGUARD INDEX FDS | $52.96万 | 0.12% | 2,058 | 0 | 0.0% | — | 不变 |
| AMD | ADVANCED MICRO DEVICES INC | $54.50万 | 0.12% | 2,679 | 116 | 4.5% | $2.36万 | 加仓 |
| VV | VANGUARD INDEX FDS | $54.91万 | 0.12% | 1,838 | 0 | 0.0% | — | 不变 |
| KO | COCA COLA CO | $56.51万 | 0.13% | 7,430 | 7,430 | — | $56.51万 | 新建仓 |
| SLV | ISHARES SILVER TR | $58.27万 | 0.13% | 8,552 | 2,506 | 41.4% | $17.08万 | 加仓 |
| AMZN | AMAZON COM INC | $60.31万 | 0.13% | 2,896 | 136 | 4.9% | $2.83万 | 加仓 |
| META | META PLATFORMS INC | $60.65万 | 0.14% | 1,060 | -42 | -3.8% | -$2.40万 | 减仓 |
| GSY | INVESCO ACTIVELY MANAGED EXC | $68.40万 | 0.15% | 13,646 | -326 | -2.3% | -$1.63万 | 减仓 |
| HYG | ISHARES TR | $69.27万 | 0.15% | 8,706 | 36 | 0.4% | $2,864 | 加仓 |
| BAC | BANK AMERICA CORP | $70.23万 | 0.16% | 14,406 | 0 | 0.0% | — | 不变 |
| VXF | VANGUARD INDEX FDS | $70.59万 | 0.16% | 3,430 | 0 | 0.0% | — | 不变 |
| TJX | TJX COS INC NEW | $71.19万 | 0.16% | 4,458 | 0 | 0.0% | — | 不变 |
| GOOG | ALPHABET INC | $74.30万 | 0.17% | 2,590 | -122 | -4.5% | -$3.50万 | 减仓 |
| USHY | ISHARES TR | $74.32万 | 0.17% | 20,174 | 0 | 0.0% | — | 不变 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $77.53万 | 0.17% | 1,618 | 1,007 | 164.8% | $48.26万 | 加仓 |
| HD | HOME DEPOT INC | $78.18万 | 0.17% | 2,377 | 67 | 2.9% | $2.20万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $80.61万 | 0.18% | 12,580 | -308 | -2.4% | -$1.97万 | 减仓 |
| LLY | ELI LILLY & CO | $81.86万 | 0.18% | 890 | 0 | 0.0% | — | 不变 |
| TKO | TKO GROUP HOLDINGS INC | $82.43万 | 0.18% | 4,088 | 0 | 0.0% | — | 不变 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $89.43万 | 0.20% | 1,450 | 0 | 0.0% | — | 不变 |
| VWO | VANGUARD INTL EQUITY INDEX F | $89.64万 | 0.20% | 16,585 | -130 | -0.8% | -$7,026 | 减仓 |
| AFL | AFLAC INC | $94.57万 | 0.21% | 8,620 | -258 | -2.9% | -$2.83万 | 减仓 |
| IEMG | ISHARES INC | $96.79万 | 0.22% | 13,875 | -1,353 | -8.9% | -$9.44万 | 减仓 |
| CAT | CATERPILLAR INC | $97.34万 | 0.22% | 1,374 | 62 | 4.7% | $4.39万 | 加仓 |
| OMFL | INVESCO EXCH TRD SLF IDX FD | $101.61万 | 0.23% | 16,902 | 316 | 1.9% | $1.90万 | 加仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $102.40万 | 0.23% | 20,234 | -410 | -2.0% | -$2.07万 | 减仓 |
| IYW | ISHARES TR | $104.47万 | 0.23% | 5,758 | -16 | -0.3% | -$2,903 | 减仓 |
| IVW | ISHARES TR | $105.24万 | 0.23% | 9,304 | 0 | 0.0% | — | 不变 |
| AVGO | BROADCOM INC | $115.42万 | 0.26% | 3,729 | 3,729 | — | $115.42万 | 新建仓 |
| VBR | VANGUARD INDEX FDS | $116.67万 | 0.26% | 5,370 | -136 | -2.5% | -$2.95万 | 减仓 |
| GLD | SPDR GOLD TR | $121.00万 | 0.27% | 2,812 | 0 | 0.0% | — | 不变 |
| GOOGL | ALPHABET INC | $124.14万 | 0.28% | 4,317 | 320 | 8.0% | $9.20万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $128.43万 | 0.29% | 6,546 | 1,584 | 31.9% | $31.08万 | 加仓 |
| IWM | ISHARES TR | $129.64万 | 0.29% | 5,228 | -692 | -11.7% | -$17.16万 | 减仓 |
| MGV | VANGUARD WORLD FD | $140.60万 | 0.31% | 9,700 | 0 | 0.0% | — | 不变 |
| NOBL | PROSHARES TR | $148.18万 | 0.33% | 13,978 | 28 | 0.2% | $2,968 | 加仓 |
| MCD | MCDONALDS CORP | $155.95万 | 0.35% | 5,018 | 0 | 0.0% | — | 不变 |
| QCOM | QUALCOMM INC | $169.37万 | 0.38% | 13,152 | -548 | -4.0% | -$7.06万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $179.90万 | 0.40% | 10,315 | -218 | -2.1% | -$3.80万 | 减仓 |
| VHT | VANGUARD WORLD FD | $181.75万 | 0.40% | 6,674 | 300 | 4.7% | $8.17万 | 加仓 |