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 |
|---|---|---|---|---|---|---|---|---|
| SPYM | SPDR SERIES TRUST | $4,790.65万 | 10.67% | 625,904 | 67,849 | 12.2% | $519.31万 | 加仓 |
| GTO | INVESCO ACTIVELY MANAGED EXC | $2,293.44万 | 5.11% | 489,736 | 30,121 | 6.6% | $141.06万 | 加仓 |
| IEFA | ISHARES TR | $1,929.60万 | 4.30% | 213,146 | 18,916 | 9.7% | $171.25万 | 加仓 |
| IUSG | ISHARES TR | $1,886.44万 | 4.20% | 121,619 | -7,350 | -5.7% | -$114.01万 | 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 |
| FVD | FIRST TR EXCHANGE-TRADED FD | $1,527.38万 | 3.40% | 324,767 | -14,106 | -4.2% | -$66.34万 | 减仓 |
| IUSV | ISHARES TR | $1,474.57万 | 3.29% | 144,214 | -8,257 | -5.4% | -$84.43万 | 减仓 |
| FTSM | FIRST TR EXCHANGE-TRADED FD | $1,321.69万 | 2.94% | 221,089 | -2,113 | -0.9% | -$12.63万 | 减仓 |
| SPYG | SPDR SERIES TRUST | $1,317.44万 | 2.94% | 134,560 | 19,539 | 17.0% | $191.30万 | 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 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $1,238.57万 | 2.76% | 181,396 | 18,021 | 11.0% | $123.05万 | 加仓 |
| JAAA | JANUS DETROIT STR TR | $1,228.16万 | 2.74% | 243,827 | 20,801 | 9.3% | $104.77万 | 加仓 |
| RWL | INVESCO EXCH TRADED FD TR II | $1,183.29万 | 2.64% | 102,976 | 10,808 | 11.7% | $124.19万 | 加仓 |
| LMBS | FIRST TR EXCHANGE-TRADED FD | $1,063.48万 | 2.37% | 213,509 | -12,533 | -5.5% | -$62.43万 | 减仓 |
| IJH | ISHARES TR | $1,048.32万 | 2.34% | 155,238 | -9,513 | -5.8% | -$64.24万 | 减仓 |
| BND | VANGUARD BD INDEX FDS | $1,022.57万 | 2.28% | 138,864 | -6,528 | -4.5% | -$48.07万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $997.98万 | 2.22% | 22,848 | -110 | -0.5% | -$4.80万 | 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 |
| VCIT | VANGUARD SCOTTSDALE FDS | $877.21万 | 1.95% | 106,006 | -7,700 | -6.8% | -$63.72万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $844.62万 | 1.88% | 26,327 | 909 | 3.6% | $29.16万 | 加仓 |
| QQQ | INVESCO QQQ TR | $807.70万 | 1.80% | 13,993 | -45 | -0.3% | -$2.60万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $795.54万 | 1.77% | 7,984 | 23 | 0.3% | $2.29万 | 加仓 |
| FALN | ISHARES TR | $658.56万 | 1.47% | 246,470 | 24,802 | 11.2% | $66.27万 | 加仓 |
| CWB | SPDR SERIES TRUST | $650.61万 | 1.45% | 71,092 | -4,119 | -5.5% | -$37.70万 | 减仓 |
| FTSL | FIRST TR EXCHANGE-TRADED FD | $608.94万 | 1.36% | 135,926 | 11,811 | 9.5% | $52.91万 | 加仓 |
| AAPL | APPLE INC | $592.70万 | 1.32% | 23,353 | -4,083 | -14.9% | -$103.63万 | 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 |
| SRLN | SSGA ACTIVE ETF TR | $430.52万 | 0.96% | 107,256 | -5,634 | -5.0% | -$22.61万 | 减仓 |
| XLE | SELECT SECTOR SPDR TR | $402.25万 | 0.90% | 65,663 | -2,562 | -3.8% | -$15.69万 | 减仓 |
| VOE | VANGUARD INDEX FDS | $400.76万 | 0.89% | 21,749 | -522 | -2.3% | -$9.62万 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $376.61万 | 0.84% | 25,429 | 522 | 2.1% | $7.73万 | 加仓 |
| VB | VANGUARD INDEX FDS | $349.88万 | 0.78% | 13,360 | -908 | -6.4% | -$23.78万 | 减仓 |
| USMV | ISHARES TR | $327.46万 | 0.73% | 35,310 | -1,642 | -4.4% | -$15.23万 | 减仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $305.41万 | 0.68% | 63,562 | -7,265 | -10.3% | -$34.91万 | 减仓 |
| FV | FIRST TR EXCHANGE TRADED FD | $303.69万 | 0.68% | 50,250 | 6,270 | 14.3% | $37.89万 | 加仓 |
| PWR | QUANTA SVCS INC | $231.91万 | 0.52% | 4,224 | -230 | -5.2% | -$12.63万 | 减仓 |
| IWF | ISHARES TR | $206.26万 | 0.46% | 4,838 | 0 | 0.0% | — | 不变 |
| VNQ | VANGUARD INDEX FDS | $203.30万 | 0.45% | 22,920 | -1,923 | -7.7% | -$17.06万 | 减仓 |
| SRE | SEMPRA | $201.08万 | 0.45% | 20,694 | -1,092 | -5.0% | -$10.61万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $197.27万 | 0.44% | 9,173 | 2,402 | 35.5% | $51.66万 | 加仓 |
| VO | VANGUARD INDEX FDS | $192.41万 | 0.43% | 6,701 | -489 | -6.8% | -$14.04万 | 减仓 |
| IDV | ISHARES TR | $189.76万 | 0.42% | 44,587 | 1 | 0.0% | $43 | 加仓 |
| GLDM | WORLD GOLD TR | $189.59万 | 0.42% | 20,454 | 954 | 4.9% | $8.84万 | 加仓 |
| MSFT | MICROSOFT CORP | $189.04万 | 0.42% | 5,106 | 126 | 2.5% | $4.66万 | 加仓 |
| VHT | VANGUARD WORLD FD | $181.75万 | 0.40% | 6,674 | 300 | 4.7% | $8.17万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $179.90万 | 0.40% | 10,315 | -218 | -2.1% | -$3.80万 | 减仓 |
| QCOM | QUALCOMM INC | $169.37万 | 0.38% | 13,152 | -548 | -4.0% | -$7.06万 | 减仓 |
| MCD | MCDONALDS CORP | $155.95万 | 0.35% | 5,018 | 0 | 0.0% | — | 不变 |
| NOBL | PROSHARES TR | $148.18万 | 0.33% | 13,978 | 28 | 0.2% | $2,968 | 加仓 |
| MGV | VANGUARD WORLD FD | $140.60万 | 0.31% | 9,700 | 0 | 0.0% | — | 不变 |
| IWM | ISHARES TR | $129.64万 | 0.29% | 5,228 | -692 | -11.7% | -$17.16万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $128.43万 | 0.29% | 6,546 | 1,584 | 31.9% | $31.08万 | 加仓 |
| GOOGL | ALPHABET INC | $124.14万 | 0.28% | 4,317 | 320 | 8.0% | $9.20万 | 加仓 |
| GLD | SPDR GOLD TR | $121.00万 | 0.27% | 2,812 | 0 | 0.0% | — | 不变 |
| VBR | VANGUARD INDEX FDS | $116.67万 | 0.26% | 5,370 | -136 | -2.5% | -$2.95万 | 减仓 |
| AVGO | BROADCOM INC | $115.42万 | 0.26% | 3,729 | 3,729 | — | $115.42万 | 新建仓 |
| IVW | ISHARES TR | $105.24万 | 0.23% | 9,304 | 0 | 0.0% | — | 不变 |
| IYW | ISHARES TR | $104.47万 | 0.23% | 5,758 | -16 | -0.3% | -$2,903 | 减仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $102.40万 | 0.23% | 20,234 | -410 | -2.0% | -$2.07万 | 减仓 |
| OMFL | INVESCO EXCH TRD SLF IDX FD | $101.61万 | 0.23% | 16,902 | 316 | 1.9% | $1.90万 | 加仓 |
| CAT | CATERPILLAR INC | $97.34万 | 0.22% | 1,374 | 62 | 4.7% | $4.39万 | 加仓 |
| IEMG | ISHARES INC | $96.79万 | 0.22% | 13,875 | -1,353 | -8.9% | -$9.44万 | 减仓 |
| AFL | AFLAC INC | $94.57万 | 0.21% | 8,620 | -258 | -2.9% | -$2.83万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $89.64万 | 0.20% | 16,585 | -130 | -0.8% | -$7,026 | 减仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $89.43万 | 0.20% | 1,450 | 0 | 0.0% | — | 不变 |
| TKO | TKO GROUP HOLDINGS INC | $82.43万 | 0.18% | 4,088 | 0 | 0.0% | — | 不变 |
| LLY | ELI LILLY & CO | $81.86万 | 0.18% | 890 | 0 | 0.0% | — | 不变 |
| VEA | VANGUARD TAX-MANAGED FDS | $80.61万 | 0.18% | 12,580 | -308 | -2.4% | -$1.97万 | 减仓 |
| HD | HOME DEPOT INC | $78.18万 | 0.17% | 2,377 | 67 | 2.9% | $2.20万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $77.53万 | 0.17% | 1,618 | 1,007 | 164.8% | $48.26万 | 加仓 |
| USHY | ISHARES TR | $74.32万 | 0.17% | 20,174 | 0 | 0.0% | — | 不变 |
| GOOG | ALPHABET INC | $74.30万 | 0.17% | 2,590 | -122 | -4.5% | -$3.50万 | 减仓 |
| TJX | TJX COS INC NEW | $71.19万 | 0.16% | 4,458 | 0 | 0.0% | — | 不变 |
| VXF | VANGUARD INDEX FDS | $70.59万 | 0.16% | 3,430 | 0 | 0.0% | — | 不变 |
| BAC | BANK AMERICA CORP | $70.23万 | 0.16% | 14,406 | 0 | 0.0% | — | 不变 |
| HYG | ISHARES TR | $69.27万 | 0.15% | 8,706 | 36 | 0.4% | $2,864 | 加仓 |
| GSY | INVESCO ACTIVELY MANAGED EXC | $68.40万 | 0.15% | 13,646 | -326 | -2.3% | -$1.63万 | 减仓 |
| META | META PLATFORMS INC | $60.65万 | 0.14% | 1,060 | -42 | -3.8% | -$2.40万 | 减仓 |
| AMZN | AMAZON COM INC | $60.31万 | 0.13% | 2,896 | 136 | 4.9% | $2.83万 | 加仓 |
| SLV | ISHARES SILVER TR | $58.27万 | 0.13% | 8,552 | 2,506 | 41.4% | $17.08万 | 加仓 |
| KO | COCA COLA CO | $56.51万 | 0.13% | 7,430 | 7,430 | — | $56.51万 | 新建仓 |
| VV | VANGUARD INDEX FDS | $54.91万 | 0.12% | 1,838 | 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 |
| VOT | VANGUARD INDEX FDS | $52.96万 | 0.12% | 2,058 | 0 | 0.0% | — | 不变 |
| VBK | VANGUARD INDEX FDS | $51.68万 | 0.12% | 1,710 | 0 | 0.0% | — | 不变 |
| JPM | JPMORGAN CHASE & CO | $49.89万 | 0.11% | 1,696 | 80 | 5.0% | $2.35万 | 加仓 |
| XMLV | INVESCO EXCH TRADED FD TR II | $48.67万 | 0.11% | 7,728 | 0 | 0.0% | — | 不变 |
| BIV | VANGUARD BD INDEX FDS | $48.04万 | 0.11% | 6,224 | 8 | 0.1% | $617 | 加仓 |
| ASML | ASML HLDG NV | $46.24万 | 0.10% | 350 | 350 | — | $46.24万 | 新建仓 |
| WM | WASTE MGMT INC DEL | $45.13万 | 0.10% | 1,964 | 0 | 0.0% | — | 不变 |
| NFLX | NETFLIX INC. | $45.12万 | 0.10% | 4,693 | 260 | 5.9% | $2.50万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $43.68万 | 0.10% | 3,024 | 74 | 2.5% | $1.07万 | 加仓 |
| VGT | VANGUARD WORLD FD | $42.21万 | 0.09% | 604 | 6 | 1.0% | $4,193 | 加仓 |
| GOVT | ISHARES TR | $41.05万 | 0.09% | 17,919 | -3,063 | -14.6% | -$7.02万 | 减仓 |
| ABBV | ABBVIE INC | $40.67万 | 0.09% | 1,870 | 0 | 0.0% | — | 不变 |
| MBB | ISHARES TR | $40.45万 | 0.09% | 4,260 | -267 | -5.9% | -$2.54万 | 减仓 |
| INTC | INTEL CORP | $38.51万 | 0.09% | 8,727 | 51 | 0.6% | $2,251 | 加仓 |
| LEU | CENTRUS ENERGY CORP | $37.81万 | 0.08% | 2,178 | 1,340 | 159.9% | $23.26万 | 加仓 |
| PFF | ISHARES TR | $36.99万 | 0.08% | 12,200 | 8 | 0.1% | $243 | 加仓 |
| PEP | PEPSICO INC | $36.43万 | 0.08% | 2,346 | 2,346 | — | $36.43万 | 新建仓 |