Precision Wealth Strategies, LLC
SAINT LOUIS MO · SEC CIK 0001844197
$3.01亿2026Q1 申报市值
156持仓数
38.0%前十大占比 · 第一大 9.7%
27 / 30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
BIL 加仓+$369.00万
LRCX 新建仓+$322.24万
NEM 新建仓+$298.93万
MU 加仓+$296.59万
CAT 加仓+$285.87万
2026Q1 卖出最多 按季末市值估算
NFLX 减仓-$605.48万
PLTR 清仓-$496.78万
BKNG 清仓-$442.93万
VOO 减仓-$385.42万
HOOD 清仓-$288.85万
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 |
|---|---|---|---|---|---|---|---|---|
| RDVT | RED VIOLET INC | $73.84万 | 0.24% | 21,341 | 21,341 | — | $73.84万 | 新建仓 |
| LFUS | LITTELFUSE INC | $74.62万 | 0.25% | 2,199 | 177 | 8.8% | $6.01万 | 加仓 |
| ITOT | ISHARES TR | $75.45万 | 0.25% | 5,297 | 0 | 0.0% | — | 不变 |
| DDS | DILLARDS INC | $75.92万 | 0.25% | 1,327 | 0 | 0.0% | — | 不变 |
| TIGO | MILLICOM INTL CELLULAR S A | $76.17万 | 0.25% | 10,164 | -8,580 | -45.8% | -$64.30万 | 减仓 |
| BPOP | POPULAR INC | $80.15万 | 0.27% | 5,974 | 41 | 0.7% | $5,501 | 加仓 |
| GMED | GLOBUS MED INC | $80.93万 | 0.27% | 9,393 | 3,128 | 49.9% | $26.95万 | 加仓 |
| THG | HANOVER INS GROUP INC | $81.67万 | 0.27% | 4,711 | 1,840 | 64.1% | $31.90万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $82.76万 | 0.27% | 1,727 | -426 | -19.8% | -$20.41万 | 减仓 |
| IWR | ISHARES TR | $82.97万 | 0.28% | 8,533 | 0 | 0.0% | — | 不变 |
| DBEF | DBX ETF TR | $83.07万 | 0.28% | 16,815 | -4,112 | -19.6% | -$20.31万 | 减仓 |
| USB | US BANCORP | $87.66万 | 0.29% | 16,855 | -20 | -0.1% | -$1,040 | 减仓 |
| AVAH | AVEANNA HEALTHCARE HLDGS INC | $88.68万 | 0.29% | 137,706 | 6,115 | 4.6% | $3.94万 | 加仓 |
| FIX | COMFORT SYS USA INC | $91.56万 | 0.30% | 664 | -772 | -53.8% | -$106.46万 | 减仓 |
| HCI | HCI GROUP INC | $93.35万 | 0.31% | 6,038 | 6,038 | — | $93.35万 | 新建仓 |
| NTRS | NORTHERN TR CORP | $95.81万 | 0.32% | 6,865 | 2,098 | 44.0% | $29.28万 | 加仓 |
| ATI | ATI INC | $100.93万 | 0.33% | 6,939 | 6,939 | — | $100.93万 | 新建仓 |
| — | THERAVANCE BIOPHARMA INC | $101.95万 | 0.34% | 62,815 | 62,815 | — | $101.95万 | 新建仓 |
| HYMB | SPDR SERIES TRUST | $102.57万 | 0.34% | 41,358 | -8,425 | -16.9% | -$20.89万 | 减仓 |
| IBKR | INTERACTIVE BROKERS GROUP IN | $104.08万 | 0.35% | 15,518 | 2,988 | 23.8% | $20.04万 | 加仓 |
| ALL | ALLSTATE CORP | $104.69万 | 0.35% | 5,049 | 686 | 15.7% | $14.22万 | 加仓 |
| MDT | MEDTRONIC PLC | $105.04万 | 0.35% | 12,122 | -1,597 | -11.6% | -$13.84万 | 减仓 |
| VNQ | VANGUARD INDEX FDS | $105.29万 | 0.35% | 11,870 | -1,963 | -14.2% | -$17.41万 | 减仓 |
| ECG | EVERUS CONSTR GROUP | $106.28万 | 0.35% | 9,002 | -1,331 | -12.9% | -$15.71万 | 减仓 |
| VNQI | VANGUARD INTL EQUITY INDEX F | $111.38万 | 0.37% | 25,058 | -4,007 | -13.8% | -$17.81万 | 减仓 |
| FTI | TECHNIPFMC PLC | $111.44万 | 0.37% | 16,121 | 16,121 | — | $111.44万 | 新建仓 |
| AU | ANGLOGOLD ASHANTI PLC | $111.59万 | 0.37% | 11,461 | 1,285 | 12.6% | $12.51万 | 加仓 |
| AVGO | BROADCOM INC | $112.17万 | 0.37% | 3,624 | -564 | -13.5% | -$17.46万 | 减仓 |
| GOOG | ALPHABET INC | $112.47万 | 0.37% | 3,921 | -92 | -2.3% | -$2.64万 | 减仓 |
| TPR | TAPESTRY INC | $113.96万 | 0.38% | 8,076 | 8,076 | — | $113.96万 | 新建仓 |
| CIEN | CIENA CORP | $115.58万 | 0.38% | 2,977 | 2,977 | — | $115.58万 | 新建仓 |
| NTRA | NATERA INC | $115.87万 | 0.38% | 5,794 | 0 | 0.0% | — | 不变 |
| SEI | SOLARIS ENERGY INFRAS INC | $120.54万 | 0.40% | 21,330 | 21,330 | — | $120.54万 | 新建仓 |
| VUG | VANGUARD INDEX FDS | $123.68万 | 0.41% | 2,832 | -490 | -14.8% | -$21.40万 | 减仓 |
| FBTC | FIDELITY WISE ORIGIN BITCOIN | $124.72万 | 0.41% | 21,128 | 7,478 | 54.8% | $44.14万 | 加仓 |
| NFLX | NETFLIX INC. | $134.60万 | 0.45% | 13,999 | -62,975 | -81.8% | -$605.48万 | 减仓 |
| APH | AMPHENOL CORP | $138.23万 | 0.46% | 10,940 | 33 | 0.3% | $4,170 | 加仓 |
| RERE | ATRENEW INC | $139.01万 | 0.46% | 296,399 | 44,659 | 17.7% | $20.95万 | 加仓 |
| VBR | VANGUARD INDEX FDS | $139.65万 | 0.46% | 6,428 | -637 | -9.0% | -$13.84万 | 减仓 |
| BITB | BITWISE BITCOIN ETF TR | $140.07万 | 0.46% | 38,053 | 12,379 | 48.2% | $45.57万 | 加仓 |
| VRT | VERTIV HOLDINGS CO | $140.53万 | 0.47% | 5,608 | 6 | 0.1% | $1,503 | 加仓 |
| SSRM | SSR MINING IN | $148.27万 | 0.49% | 50,478 | -22,843 | -31.2% | -$67.10万 | 减仓 |
| SCHG | SCHWAB STRATEGIC TR | $162.37万 | 0.54% | 55,740 | -7,603 | -12.0% | -$22.15万 | 减仓 |
| PAHC | PHIBRO ANIMAL HEALTH CORP | $162.74万 | 0.54% | 29,423 | -12,550 | -29.9% | -$69.41万 | 减仓 |
| AMZN | AMAZON COM INC | $164.42万 | 0.55% | 7,894 | 215 | 2.8% | $4.48万 | 加仓 |
| MINT | PIMCO ETF TR | $168.47万 | 0.56% | 16,751 | 38 | 0.2% | $3,822 | 加仓 |
| SPNT | SIRIUSPOINT LTD | $170.11万 | 0.56% | 78,974 | 78,974 | — | $170.11万 | 新建仓 |
| BELFB | BEL FUSE INC | $186.42万 | 0.62% | 9,416 | 9,416 | — | $186.42万 | 新建仓 |
| MSFT | MICROSOFT CORP | $194.17万 | 0.64% | 5,245 | -642 | -10.9% | -$23.77万 | 减仓 |
| WDC | WESTERN DIGITAL CORP | $198.59万 | 0.66% | 7,342 | 1,704 | 30.2% | $46.09万 | 加仓 |
| CGAU | CENTERRA GOLD INC | $198.83万 | 0.66% | 111,765 | 111,765 | — | $198.83万 | 新建仓 |
| IEMG | ISHARES INC | $208.63万 | 0.69% | 29,912 | -5,852 | -16.4% | -$40.82万 | 减仓 |
| CLIP | GLOBAL X FDS | $214.90万 | 0.71% | 21,413 | 4,940 | 30.0% | $49.58万 | 加仓 |
| MUB | ISHARES TR | $219.91万 | 0.73% | 20,717 | -2,302 | -10.0% | -$24.44万 | 减仓 |
| BILZ | PIMCO ETF TR | $236.98万 | 0.79% | 23,470 | 5,657 | 31.8% | $57.12万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $244.70万 | 0.81% | 12,472 | -2,248 | -15.3% | -$44.11万 | 减仓 |
| HYS | PIMCO ETF TR | $247.35万 | 0.82% | 26,520 | 421 | 1.6% | $3.93万 | 加仓 |
| IVV | ISHARES TR | $249.33万 | 0.83% | 3,817 | -454 | -10.6% | -$29.66万 | 减仓 |
| AAPL | APPLE INC | $261.57万 | 0.87% | 10,306 | -755 | -6.8% | -$19.16万 | 减仓 |
| SCCO | SOUTHERN COPPER CORP | $276.93万 | 0.92% | 16,095 | 16,095 | — | $276.93万 | 新建仓 |
| NEM | NEWMONT CORP | $298.93万 | 0.99% | 27,615 | 27,615 | — | $298.93万 | 新建仓 |
| JNK | SPDR SERIES TRUST | $300.26万 | 1.00% | 31,369 | -7,196 | -18.7% | -$68.88万 | 减仓 |
| IJR | ISHARES TR | $309.96万 | 1.03% | 24,935 | -4,281 | -14.7% | -$53.22万 | 减仓 |
| LRCX | LAM RESEARCH CORP | $322.24万 | 1.07% | 15,082 | 15,082 | — | $322.24万 | 新建仓 |
| CSCO | CISCO SYS INC | $326.93万 | 1.08% | 42,136 | 3,110 | 8.0% | $24.13万 | 加仓 |
| JAAA | JANUS DETROIT STR TR | $346.17万 | 1.15% | 68,726 | 7,059 | 11.4% | $35.56万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $362.70万 | 1.20% | 14,838 | 10,701 | 258.7% | $261.57万 | 加仓 |
| RTX | RTX CORPORATION | $367.32万 | 1.22% | 19,042 | 704 | 3.8% | $13.58万 | 加仓 |
| CAT | CATERPILLAR INC | $389.94万 | 1.29% | 5,504 | 4,035 | 274.7% | $285.87万 | 加仓 |
| WMT | WALMART INC | $403.21万 | 1.34% | 32,444 | 3,725 | 13.0% | $46.29万 | 加仓 |
| BIV | VANGUARD BD INDEX FDS | $434.86万 | 1.44% | 56,344 | -6,266 | -10.0% | -$48.36万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $438.08万 | 1.45% | 12,967 | 8,779 | 209.6% | $296.59万 | 加仓 |
| SHM | SPDR SERIES TRUST | $442.60万 | 1.47% | 92,536 | -12,493 | -11.9% | -$59.75万 | 减仓 |
| CARY | ANGEL OAK FUNDS TRUST | $477.74万 | 1.58% | 229,983 | 16,646 | 7.8% | $34.58万 | 加仓 |
| META | META PLATFORMS INC | $478.56万 | 1.59% | 8,365 | -1,670 | -16.6% | -$95.54万 | 减仓 |
| HEFA | ISHARES TR | $492.78万 | 1.63% | 115,963 | -15,487 | -11.8% | -$65.81万 | 减仓 |
| GOOGL | ALPHABET INC | $515.11万 | 1.71% | 17,913 | 9,229 | 106.3% | $265.39万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $534.71万 | 1.77% | 30,660 | 543 | 1.8% | $9.47万 | 加仓 |
| IEFA | ISHARES TR | $660.27万 | 2.19% | 72,934 | -13,969 | -16.1% | -$126.46万 | 减仓 |
| BSV | VANGUARD BD INDEX FDS | $700.13万 | 2.32% | 89,291 | -17,634 | -16.5% | -$138.27万 | 减仓 |
| UYLD | ANGEL OAK FUNDS TRUST | $842.65万 | 2.80% | 165,111 | 42,784 | 35.0% | $218.35万 | 加仓 |
| CSHI | NEOS ETF TRUST | $850.72万 | 2.82% | 170,897 | 45,051 | 35.8% | $224.26万 | 加仓 |
| MAR | MARRIOTT INTL INC NEW | $861.93万 | 2.86% | 26,353 | 5,932 | 29.0% | $194.02万 | 加仓 |
| GE | GE AEROSPACE | $871.75万 | 2.89% | 30,720 | 2,517 | 8.9% | $71.43万 | 加仓 |
| PYLD | PIMCO ETF TR | $1,186.36万 | 3.94% | 452,808 | 30,385 | 7.2% | $79.61万 | 加仓 |
| BIL | SPDR SERIES TRUST | $1,273.01万 | 4.22% | 138,914 | 40,266 | 40.8% | $369.00万 | 加仓 |
| — | BELPOINTE PREP LLC | $1,280.47万 | 4.25% | 240,689 | -6,273 | -2.5% | -$33.37万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $2,921.46万 | 9.69% | 48,891 | -6,450 | -11.7% | -$385.42万 | 减仓 |