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 |
|---|---|---|---|---|---|---|---|---|
| SPYM | SPDR SERIES TRUST | $5,972.19万 | 12.02% | 679,582 | 53,678 | 8.6% | $471.72万 | 加仓 |
| GTO | INVESCO ACTIVELY MANAGED EXC | $2,390.95万 | 4.81% | 510,124 | 20,388 | 4.2% | $95.56万 | 加仓 |
| IEFA | ISHARES TR | $2,196.25万 | 4.42% | 227,404 | 14,258 | 6.7% | $137.70万 | 加仓 |
| IUSG | ISHARES TR | $1,974.59万 | 3.97% | 104,982 | -16,637 | -13.7% | -$312.92万 | 减仓 |
| SPYG | SPDR SERIES TRUST | $1,839.61万 | 3.70% | 154,601 | 20,041 | 14.9% | $238.47万 | 加仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $1,815.63万 | 3.65% | 59,924 | 5,571 | 10.2% | $168.79万 | 加仓 |
| GOVI | INVESCO EXCH TRADED FD TR II | $1,786.27万 | 3.60% | 657,924 | 11,331 | 1.8% | $30.76万 | 加仓 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $1,570.34万 | 3.16% | 193,726 | 12,330 | 6.8% | $99.95万 | 加仓 |
| FTSM | FIRST TR EXCHANGE-TRADED FD | $1,457.88万 | 2.93% | 244,081 | 22,992 | 10.4% | $137.33万 | 加仓 |
| IUSV | ISHARES TR | $1,418.61万 | 2.86% | 128,789 | -15,425 | -10.7% | -$169.91万 | 减仓 |
| RWL | INVESCO EXCH TRADED FD TR II | $1,403.26万 | 2.82% | 109,836 | 6,860 | 6.7% | $87.64万 | 加仓 |
| FVD | FIRST TR EXCHANGE-TRADED FD | $1,377.90万 | 2.77% | 285,990 | -38,777 | -11.9% | -$186.83万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $1,093.55万 | 2.20% | 126,950 | -10,138 | -7.4% | -$87.33万 | 减仓 |
| IJH | ISHARES TR | $1,090.83万 | 2.20% | 141,465 | -13,773 | -8.9% | -$106.20万 | 减仓 |
| JAAA | JANUS DETROIT STR TR | $1,068.05万 | 2.15% | 211,536 | -32,291 | -13.2% | -$163.04万 | 减仓 |
| LMBS | FIRST TR EXCHANGE-TRADED FD | $1,033.53万 | 2.08% | 207,621 | -5,888 | -2.8% | -$29.31万 | 减仓 |
| QQQ | INVESCO QQQ TR | $1,022.37万 | 2.06% | 13,883 | -110 | -0.8% | -$8.10万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $1,007.12万 | 2.03% | 27,215 | 888 | 3.4% | $32.86万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $990.45万 | 1.99% | 134,921 | -3,943 | -2.8% | -$28.95万 | 减仓 |
| FTGC | FIRST TR EXCHANGE TRAD FD VI | $855.88万 | 1.72% | 316,406 | -14,601 | -4.4% | -$39.50万 | 减仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $823.38万 | 1.66% | 99,623 | -6,383 | -6.0% | -$52.76万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $746.93万 | 1.50% | 7,984 | 0 | 0.0% | — | 不变 |
| CWB | SPDR SERIES TRUST | $740.19万 | 1.49% | 68,652 | -2,440 | -3.4% | -$26.31万 | 减仓 |
| AAPL | APPLE INC | $677.39万 | 1.36% | 23,409 | 56 | 0.2% | $1.62万 | 加仓 |
| FTSL | FIRST TR EXCHANGE-TRADED FD | $640.89万 | 1.29% | 143,213 | 7,287 | 5.4% | $32.61万 | 加仓 |
| FALN | ISHARES TR | $639.25万 | 1.29% | 234,674 | -11,796 | -4.8% | -$32.13万 | 减仓 |
| PZA | INVESCO EXCH TRADED FD TR II | $485.00万 | 0.98% | 206,208 | 17,730 | 9.4% | $41.70万 | 加仓 |
| FV | FIRST TR EXCHANGE TRADED FD | $413.20万 | 0.83% | 54,454 | 4,204 | 8.4% | $31.90万 | 加仓 |
| SRLN | SSGA ACTIVE ETF TR | $407.27万 | 0.82% | 101,087 | -6,169 | -5.8% | -$24.85万 | 减仓 |
| VB | VANGUARD INDEX FDS | $401.18万 | 0.81% | 13,237 | -123 | -0.9% | -$3.73万 | 减仓 |
| VOE | VANGUARD INDEX FDS | $376.22万 | 0.76% | 19,039 | -2,710 | -12.5% | -$53.55万 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $369.95万 | 0.74% | 23,410 | -2,019 | -7.9% | -$31.91万 | 减仓 |
| USMV | ISHARES TR | $335.87万 | 0.68% | 34,820 | -490 | -1.4% | -$4.73万 | 减仓 |
| PWR | QUANTA SVCS INC | $304.14万 | 0.61% | 4,224 | 0 | 0.0% | — | 不变 |
| XLE | SELECT SECTOR SPDR TR | $299.66万 | 0.60% | 56,424 | -9,239 | -14.1% | -$49.07万 | 减仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $296.29万 | 0.60% | 61,179 | -2,383 | -3.7% | -$11.54万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $254.71万 | 0.51% | 10,764 | 1,591 | 17.3% | $37.65万 | 加仓 |
| QCOM | QUALCOMM INC | $243.03万 | 0.49% | 13,152 | 0 | 0.0% | — | 不变 |
| IWF | ISHARES TR | $240.26万 | 0.48% | 19,348 | -4 | -0.0% | -$497 | 减仓 |
| NVDA | NVIDIA CORPORATION | $221.67万 | 0.45% | 11,079 | 764 | 7.4% | $15.29万 | 加仓 |
| VO | VANGUARD INDEX FDS | $212.27万 | 0.43% | 26,345 | -459 | -1.7% | -$3.70万 | 减仓 |
| VHT | VANGUARD WORLD FD | $196.81万 | 0.40% | 6,582 | -92 | -1.4% | -$2.75万 | 减仓 |
| MSFT | MICROSOFT CORP | $196.10万 | 0.39% | 5,256 | 150 | 2.9% | $5.60万 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $192.28万 | 0.39% | 19,940 | -2,980 | -13.0% | -$28.74万 | 减仓 |
| SRE | SEMPRA | $191.85万 | 0.39% | 20,694 | 0 | 0.0% | — | 不变 |
| IDV | ISHARES TR | $184.28万 | 0.37% | 44,479 | -108 | -0.2% | -$4,474 | 减仓 |
| ICLO | INVESCO ACTIVELY MANAGED EXC | $173.63万 | 0.35% | 67,878 | 67,878 | — | $173.63万 | 新建仓 |
| AMD | ADVANCED MICRO DEVICES INC | $160.16万 | 0.32% | 2,757 | 78 | 2.9% | $4.53万 | 加仓 |
| GLDM | WORLD GOLD TR | $159.57万 | 0.32% | 20,092 | -362 | -1.8% | -$2.88万 | 减仓 |
| MGV | VANGUARD WORLD FD | $158.55万 | 0.32% | 9,700 | 0 | 0.0% | — | 不变 |
| NOBL | PROSHARES TR | $157.35万 | 0.32% | 28,019 | 63 | 0.2% | $3,538 | 加仓 |
| GOOGL | ALPHABET INC | $154.28万 | 0.31% | 4,317 | 0 | 0.0% | — | 不变 |
| CAT | CATERPILLAR INC | $146.53万 | 0.29% | 1,376 | 2 | 0.1% | $2,130 | 加仓 |
| IYW | ISHARES TR | $145.25万 | 0.29% | 5,758 | 0 | 0.0% | — | 不变 |
| AVGO | BROADCOM INC | $140.86万 | 0.28% | 3,729 | 0 | 0.0% | — | 不变 |
| MCD | MCDONALDS CORP | $135.64万 | 0.27% | 5,018 | 0 | 0.0% | — | 不变 |
| INTC | INTEL CORP | $133.23万 | 0.27% | 9,542 | 815 | 9.3% | $11.38万 | 加仓 |
| IVW | ISHARES TR | $127.88万 | 0.26% | 9,298 | -6 | -0.1% | -$825 | 减仓 |
| IWM | ISHARES TR | $126.25万 | 0.25% | 4,202 | -1,026 | -19.6% | -$30.83万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $124.49万 | 0.25% | 5,712 | -834 | -12.7% | -$18.18万 | 减仓 |
| OMFL | INVESCO EXCH TRD SLF IDX FD | $114.06万 | 0.23% | 16,642 | -260 | -1.5% | -$1.78万 | 减仓 |
| VBR | VANGUARD INDEX FDS | $111.97万 | 0.23% | 4,608 | -762 | -14.2% | -$18.52万 | 减仓 |
| LLY | ELI LILLY & CO | $106.75万 | 0.21% | 890 | 0 | 0.0% | — | 不变 |
| GLD | SPDR GOLD TR | $103.59万 | 0.21% | 2,812 | 0 | 0.0% | — | 不变 |
| JPST | J P MORGAN EXCHANGE TRADED F | $102.32万 | 0.21% | 20,234 | 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 |
| AFL | AFLAC INC | $101.07万 | 0.20% | 8,620 | 0 | 0.0% | — | 不变 |
| VWO | VANGUARD INTL EQUITY INDEX F | $99.01万 | 0.20% | 16,588 | 3 | 0.0% | $179 | 加仓 |
| GOOG | ALPHABET INC | $96.81万 | 0.19% | 2,740 | 150 | 5.8% | $5.30万 | 加仓 |
| IEMG | ISHARES INC | $90.26万 | 0.18% | 10,896 | -2,979 | -21.5% | -$24.68万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $87.41万 | 0.18% | 12,268 | -312 | -2.5% | -$2.22万 | 减仓 |
| VXF | VANGUARD INDEX FDS | $84.45万 | 0.17% | 3,430 | 0 | 0.0% | — | 不变 |
| HD | HOME DEPOT INC | $83.88万 | 0.17% | 2,379 | 2 | 0.1% | $705 | 加仓 |
| TKO | TKO GROUP HOLDINGS INC | $82.30万 | 0.17% | 4,088 | 0 | 0.0% | — | 不变 |
| BAC | BANK OF AMER CORP | $82.09万 | 0.17% | 14,406 | 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 |
| USHY | ISHARES TR | $74.68万 | 0.15% | 20,174 | 0 | 0.0% | — | 不变 |
| HYG | ISHARES TR | $70.07万 | 0.14% | 8,762 | 56 | 0.6% | $4,479 | 加仓 |
| ASML | ASML HLDG NV | $69.66万 | 0.14% | 350 | 0 | 0.0% | — | 不变 |
| AMZN | AMAZON COM INC | $69.02万 | 0.14% | 2,896 | 0 | 0.0% | — | 不变 |
| GSY | INVESCO ACTIVELY MANAGED EXC | $68.44万 | 0.14% | 13,646 | 0 | 0.0% | — | 不变 |
| TJX | TJX COS INC NEW | $67.54万 | 0.14% | 4,458 | 0 | 0.0% | — | 不变 |
| SOXX | ISHARES TR | $64.08万 | 0.13% | 1,000 | 0 | 0.0% | — | 不变 |
| VV | VANGUARD INDEX FDS | $63.19万 | 0.13% | 1,838 | 0 | 0.0% | — | 不变 |
| VBK | VANGUARD INDEX FDS | $62.53万 | 0.13% | 1,710 | 0 | 0.0% | — | 不变 |
| KO | COCA COLA CO | $60.38万 | 0.12% | 7,430 | 0 | 0.0% | — | 不变 |
| META | META PLATFORMS INC | $59.71万 | 0.12% | 1,060 | 0 | 0.0% | — | 不变 |
| VGT | VANGUARD WORLD FD | $56.65万 | 0.11% | 4,739 | -93 | -1.9% | -$1.11万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $55.52万 | 0.11% | 1,696 | 0 | 0.0% | — | 不变 |
| XMLV | INVESCO EXCH TRADED FD TR II | $51.27万 | 0.10% | 7,730 | 2 | 0.0% | $133 | 加仓 |
| VOT | VANGUARD INDEX FDS | $50.05万 | 0.10% | 1,634 | -424 | -20.6% | -$12.99万 | 减仓 |
| JMST | J P MORGAN EXCHANGE TRADED F | $50.01万 | 0.10% | 9,806 | 9,806 | — | $50.01万 | 新建仓 |
| TER | TERADYNE INC | $48.38万 | 0.10% | 1,000 | 0 | 0.0% | — | 不变 |
| ABBV | ABBVIE INC | $47.06万 | 0.09% | 1,870 | 0 | 0.0% | — | 不变 |
| SLV | ISHARES SILVER TR | $46.91万 | 0.09% | 8,774 | 222 | 2.6% | $1.19万 | 加仓 |
| GOVT | ISHARES TR | $46.29万 | 0.09% | 20,321 | 2,402 | 13.4% | $5.47万 | 加仓 |
| BIV | VANGUARD BD INDEX FDS | $45.20万 | 0.09% | 5,893 | -331 | -5.3% | -$2.54万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $44.34万 | 0.09% | 3,024 | 0 | 0.0% | — | 不变 |
| WM | WASTE MGMT INC DEL | $43.77万 | 0.09% | 1,964 | 0 | 0.0% | — | 不变 |
| SPY | STATE STR SPDR S&P 500 ETF T | $38.38万 | 0.08% | 514 | 0 | 0.0% | — | 不变 |