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 |
|---|---|---|---|---|---|---|---|---|
| JNJ | JOHNSON & JOHNSON | $35.59万 | 0.08% | 1,456 | -334 | -18.7% | -$8.16万 | 减仓 |
| AGG | ISHARES TR | $33.50万 | 0.07% | 3,374 | -256 | -7.1% | -$2.54万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $33.43万 | 0.07% | 514 | 0 | 0.0% | — | 不变 |
| ORCL | ORACLE CORP | $33.07万 | 0.07% | 2,248 | 54 | 2.5% | $7,944 | 加仓 |
| SOXX | ISHARES TR | $32.87万 | 0.07% | 1,000 | 1,000 | — | $32.87万 | 新建仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $32.79万 | 0.07% | 4,366 | 2 | 0.0% | $150 | 加仓 |
| FDT | FIRST TR EXCH TRD ALPHDX FD | $32.53万 | 0.07% | 3,742 | -230 | -5.8% | -$2.00万 | 减仓 |
| DIS | DISNEY WALT CO | $32.02万 | 0.07% | 3,322 | -1,122 | -25.2% | -$10.81万 | 减仓 |
| VDE | VANGUARD WORLD FD | $31.91万 | 0.07% | 1,844 | 0 | 0.0% | — | 不变 |
| EMB | ISHARES TR | $31.90万 | 0.07% | 3,396 | -386 | -10.2% | -$3.63万 | 减仓 |
| SYK | STRYKER CORPORATION | $31.08万 | 0.07% | 946 | 0 | 0.0% | — | 不变 |
| EFA | ISHARES TR | $30.63万 | 0.07% | 3,154 | 0 | 0.0% | — | 不变 |
| WFC | WELLS FARGO & CO | $30.47万 | 0.07% | 3,828 | 0 | 0.0% | — | 不变 |
| FDN | FIRST TR EXCHANGE-TRADED FD | $30.05万 | 0.07% | 1,284 | 50 | 4.1% | $1.17万 | 加仓 |
| TER | TERADYNE INC | $29.65万 | 0.07% | 1,000 | 1,000 | — | $29.65万 | 新建仓 |
| FTGS | FIRST TR EXCHANGE-TRADED FD | $29.37万 | 0.07% | 8,626 | 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 |
| VT | VANGUARD INTL EQUITY INDEX F | $28.52万 | 0.06% | 2,062 | 0 | 0.0% | — | 不变 |
| VONV | VANGUARD SCOTTSDALE FDS | $27.90万 | 0.06% | 2,976 | 2,976 | — | $27.90万 | 新建仓 |
| FTCS | FIRST TR EXCHANGE-TRADED FD | $27.77万 | 0.06% | 2,994 | 0 | 0.0% | — | 不变 |
| IJR | ISHARES TR | $26.70万 | 0.06% | 2,148 | -18 | -0.8% | -$2,238 | 减仓 |
| FXO | FIRST TR EXCHANGE-TRADED FD | $26.25万 | 0.06% | 4,672 | 0 | 0.0% | — | 不变 |
| FXZ | FIRST TR EXCHANGE-TRADED FD | $26.05万 | 0.06% | 3,418 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA INC | $24.76万 | 0.06% | 666 | -78 | -10.5% | -$2.90万 | 减仓 |
| AXSM | AXSOME THERAPEUTICS INC. | $24.17万 | 0.05% | 1,430 | 0 | 0.0% | — | 不变 |
| COF | CAPITAL ONE FINL CORP | $24.04万 | 0.05% | 1,318 | 1,318 | — | $24.04万 | 新建仓 |
| RTX | RTX CORPORATION | $23.73万 | 0.05% | 1,230 | 36 | 3.0% | $6,944 | 加仓 |
| IWB | ISHARES TR | $23.46万 | 0.05% | 658 | 0 | 0.0% | — | 不变 |
| NSC | NORFOLK SOUTHN CORP | $22.96万 | 0.05% | 800 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL ETF TRUST | $22.34万 | 0.05% | 5,748 | 0 | 0.0% | — | 不变 |
| CSCO | CISCO SYS INC | $21.90万 | 0.05% | 2,822 | 0 | 0.0% | — | 不变 |
| MA | MASTERCARD INCORPORATED | $21.79万 | 0.05% | 436 | 436 | — | $21.79万 | 新建仓 |
| ROK | ROCKWELL AUTOMATION INC | $21.53万 | 0.05% | 600 | 0 | 0.0% | — | 不变 |
| ITW | ILLINOIS TOOL WKS INC | $20.75万 | 0.05% | 797 | -19 | -2.3% | -$4,946 | 重新持有 |
| ABT | ABBOTT LABORATORIES | $20.71万 | 0.05% | 2,018 | 110 | 5.8% | $1.13万 | 加仓 |
| PSA | PUBLIC STORAGE OPER CO | $20.59万 | 0.05% | 760 | -68 | -8.2% | -$1.84万 | 减仓 |
| FSK | FS KKR CAP CORP | $11.13万 | 0.02% | 10,934 | 0 | 0.0% | — | 不变 |
| 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 |