13F 机构持仓

Precision Wealth Strategies, LLC

SAINT LOUIS MO · SEC CIK 0001844197

2026Q22026Q1 更早 9 个季度 🔒
$3.32亿2026Q2 申报市值
170持仓数
35.8%前十大占比 · 第一大 9.9%
36 / 24新建仓 / 清仓
申报市值走势$3.32亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

VOO 9.9%
MU 4.4%
MAR 3.7%
BELPOINTE PREP 3.2%
PYLD 3.2%
BIL 2.5%
WDC 2.3%
SNDK 2.3%
GOOGL 2.2%
IEFA 2.1%

2026Q2 买入最多 按季末市值估算

SNDK 新建仓+$758.29万
GLW 新建仓+$683.53万
WDC 加仓+$298.54万
MAR 加仓+$264.15万
CALI 新建仓+$246.40万

2026Q2 卖出最多 按季末市值估算

GE 减仓-$1,105.68万
BIL 减仓-$443.20万
META 减仓-$392.71万
NEM 清仓-$298.93万
CSHI 减仓-$237.82万

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
VOO VANGUARD INDEX FDS $3,283.01万9.89%47,801 -1,090-2.2% -$74.86万 减仓
MU MICRON TECHNOLOGY INC $1,452.56万4.38%12,584 -383-3.0% -$44.21万 减仓
MAR MARRIOTT INTL INC NEW $1,240.76万3.74%33,481 7,12827.0% $264.15万 加仓
— BELPOINTE PREP LLC $1,064.32万3.21%235,002 -5,687-2.4% -$25.76万 减仓
PYLD PIMCO ETF TR $1,064.14万3.21%401,260 -51,548-11.4% -$136.71万 减仓
BIL SPDR SERIES TRUST $829.81万2.50%90,551 -48,363-34.8% -$443.20万 减仓
WDC WESTERN DIGITAL CORP $767.49万2.31%12,016 4,67463.7% $298.54万 加仓
SNDK SANDISK CORP $758.29万2.29%3,335 3,335— $758.29万 新建仓
GOOGL ALPHABET INC $731.72万2.20%20,475 2,56214.3% $91.56万 加仓
IEFA ISHARES TR $700.19万2.11%72,498 -436-0.6% -$4.21万 减仓
GLW CORNING INC $683.53万2.06%26,760 26,760— $683.53万 新建仓
CAT CATERPILLAR INC $678.14万2.04%6,368 86415.7% $92.01万 加仓
LRCX LAM RESEARCH CORP $645.97万1.95%14,907 -175-1.2% -$7.58万 减仓
BSV VANGUARD BD INDEX FDS $618.03万1.86%79,326 -9,965-11.2% -$77.64万 减仓
CSHI NEOS ETF TRUST $613.42万1.85%123,152 -47,745-27.9% -$237.82万 减仓
UYLD ANGEL OAK FUNDS TRUST $609.41万1.84%119,480 -45,631-27.6% -$232.74万 减仓
NVDA NVIDIA CORPORATION $603.98万1.82%30,185 -475-1.5% -$9.50万 减仓
HEFA ISHARES TR $554.26万1.67%118,116 2,1531.9% $10.10万 加仓
CSCO CISCO SYS INC $492.88万1.49%41,961 -175-0.4% -$2.06万 减仓
JNJ JOHNSON & JOHNSON $460.58万1.39%18,135 3,29722.2% $83.73万 加仓
RTX RTX CORPORATION $441.35万1.33%23,262 4,22022.2% $80.07万 加仓
CARY ANGEL OAK FUNDS TRUST $432.54万1.30%208,150 -21,833-9.5% -$45.37万 减仓
BIV VANGUARD BD INDEX FDS $390.32万1.18%50,889 -5,455-9.7% -$41.84万 减仓
WMT WALMART INC $382.00万1.15%33,728 1,2844.0% $14.54万 加仓
IJR ISHARES TR $351.78万1.06%23,719 -1,216-4.9% -$18.03万 减仓
JAAA JANUS DETROIT STR TR $315.53万0.95%62,494 -6,232-9.1% -$31.47万 减仓
JNK SPDR SERIES TRUST $297.78万0.90%30,900 -469-1.5% -$4.52万 减仓
AAPL APPLE INC $296.03万0.89%10,231 -75-0.7% -$2.17万 减仓
SCCO SOUTHERN COPPER CORP $284.07万0.86%16,301 2061.3% $3.59万 加仓
VTV VANGUARD INDEX FDS $262.31万0.79%12,036 -436-3.5% -$9.50万 减仓
CALI BLACKROCK ETF TRUST II $246.40万0.74%48,758 48,758— $246.40万 新建仓
IEMG ISHARES INC $235.08万0.71%28,377 -1,535-5.1% -$12.72万 减仓
IVV ISHARES TR $227.32万0.69%3,035 -782-20.5% -$58.57万 减仓
SHM SPDR SERIES TRUST $215.49万0.65%44,926 -47,610-51.5% -$228.36万 减仓
HYS PIMCO ETF TR $215.40万0.65%23,033 -3,487-13.1% -$32.61万 减仓
MSFT MICROSOFT CORP $188.24万0.57%5,046 -199-3.8% -$7.42万 减仓
NTRA NATERA INC $187.03万0.56%6,890 1,09618.9% $29.75万 加仓
AMZN AMAZON COM INC $185.91万0.56%7,800 -94-1.2% -$2.24万 减仓
CIEN CIENA CORP $170.86万0.51%3,483 50617.0% $24.82万 加仓
BILZ PIMCO ETF TR $170.14万0.51%16,857 -6,613-28.2% -$66.75万 减仓
SPNT SIRIUSPOINT LTD $168.94万0.51%70,392 -8,582-10.9% -$20.60万 减仓
BITB BITWISE BITCOIN ETF TR $159.91万0.48%50,192 12,13931.9% $38.67万 加仓
HSHP HIMALAYA SHIPPING LTD $157.40万0.47%117,816 117,816— $157.40万 新建仓
ECO OKEANIS ECO TANKERS COR $156.94万0.47%31,313 31,313— $156.94万 新建仓
CLIP GLOBAL X FDS $154.29万0.46%15,377 -6,036-28.2% -$60.57万 减仓
VBR VANGUARD INDEX FDS $151.06万0.46%6,217 -211-3.3% -$5.13万 减仓
FBTC FIDELITY WISE ORIGIN BITCOIN $145.27万0.44%28,456 7,32834.7% $37.41万 加仓
MINT PIMCO ETF TR $144.54万0.44%14,337 -2,414-14.4% -$24.34万 减仓
AVGO BROADCOM INC $144.27万0.43%3,819 1955.4% $7.37万 加仓
KNSA KINIKSA PHARMACEUTICALS INTL $142.92万0.43%22,348 8,28558.9% $52.98万 加仓
VUG VANGUARD INDEX FDS $140.54万0.42%16,315 -677-4.0% -$5.83万 减仓
GOOG ALPHABET INC $137.64万0.41%3,896 -25-0.6% -$8,832 减仓
THG HANOVER INS GROUP INC $137.00万0.41%6,398 1,68735.8% $36.12万 加仓
VIRT VIRTU FINL INC $135.07万0.41%22,674 22,674— $135.07万 新建仓
TPR TAPESTRY INC $132.55万0.40%9,055 97912.1% $14.33万 加仓
GMED GLOBUS MED INC $128.81万0.39%16,303 6,91073.6% $54.60万 加仓
ATI ATI INC $127.80万0.39%6,484 -455-6.6% -$8.97万 减仓
FIX COMFORT SYS USA INC $127.24万0.38%642 -22-3.3% -$4.36万 减仓
NTRS NORTHERN TR CORP $126.99万0.38%7,305 4406.4% $7.65万 加仓
APH AMPHENOL CORP $125.75万0.38%7,132 -3,808-34.8% -$67.14万 减仓
VRT VERTIV HOLDINGS CO $125.49万0.38%3,748 -1,860-33.2% -$62.28万 减仓
LFUS LITTELFUSE INC $121.57万0.37%2,670 47121.4% $21.45万 加仓
AUPH AURINIA PHARMACEUTICALS INC $120.51万0.36%71,014 16,83831.1% $28.57万 重新持有
PWR QUANTA SVCS INC $120.46万0.36%1,673 34425.9% $24.77万 加仓
CMF ISHARES TR $120.45万0.36%20,897 20,897— $120.45万 新建仓
VNQ VANGUARD INDEX FDS $118.65万0.36%12,304 4343.7% $4.19万 加仓
GOLD GOLD COM INC $114.96万0.35%27,628 27,628— $114.96万 新建仓
INSW INTERNATIONAL SEAWAYS INC $112.86万0.34%14,736 14,736— $112.86万 新建仓
FIVE FIVE BELOW INC $112.51万0.34%6,258 6,258— $112.51万 新建仓
FIGS FIGS INC $110.23万0.33%107,752 107,752— $110.23万 新建仓
VNQI VANGUARD INTL EQUITY INDEX F $109.06万0.33%24,317 -741-3.0% -$3.32万 减仓
CSTM CONSTELLIUM SE $108.98万0.33%34,195 6,38022.9% $20.33万 加仓
BG BUNGE GLOBAL SA $108.18万0.33%10,136 5,624124.6% $60.03万 加仓
CF CF INDUSTRIES HOLD $106.89万0.32%9,873 5,281115.0% $57.17万 加仓
ASML ASML HLDG NV $106.85万0.32%537 -2-0.4% -$3,979 减仓
MUB ISHARES TR $105.81万0.32%9,832 -10,885-52.5% -$117.14万 减仓
NFLX NETFLIX INC. $98.90万0.30%13,852 -147-1.1% -$1.05万 减仓
BPOP POPULAR INC $98.16万0.30%5,979 50.1% $821 加仓
IBKR INTERACTIVE BROKERS GROUP IN $98.06万0.30%11,266 -4,252-27.4% -$37.01万 减仓
TSM TAIWAN SEMICONDUCTOR MANUFAC $97.26万0.29%2,037 1337.0% $6.35万 加仓
MSM MSC INDL DIRECT INC $95.00万0.29%7,986 1,14716.8% $13.64万 加仓
IWR ISHARES TR $94.14万0.28%8,533 00.0% — 不变
CGAU CENTERRA GOLD INC $93.37万0.28%58,872 -52,893-47.3% -$83.89万 减仓
TIGO MILLICOM INTL CELLULAR S A $91.10万0.27%10,037 -127-1.2% -$1.15万 减仓
SCHG SCHWAB STRATEGIC TR $90.70万0.27%26,803 -28,937-51.9% -$97.92万 减仓
QQQM INVESCO EXCH TRADED FD TR II $89.53万0.27%2,955 -118-3.8% -$3.58万 减仓
DBEF DBX ETF TR $87.38万0.26%15,994 -821-4.9% -$4.49万 减仓
EME EMCOR GROUP INC $87.22万0.26%1,051 18020.7% $14.94万 加仓
GS GOLDMAN SACHS GROUP INC $86.58万0.26%856 -16-1.8% -$1.62万 减仓
BRK/B BERKSHIRE HATHAWAY INC DEL $85.87万0.26%1,716 -11-0.6% -$5,504 减仓
ALL ALLSTATE CORP $83.76万0.25%3,520 -1,529-30.3% -$36.38万 减仓
IWF ISHARES TR $83.29万0.25%6,708 00.0% — 不变
ECG EVERUS CONSTR GROUP $82.59万0.25%4,977 -4,025-44.7% -$66.79万 减仓
LGND LIGAND PHARMACEUTICALS INC $81.68万0.25%2,584 2,584— $81.68万 新建仓
ANET ARISTA NETWORKS INC $78.43万0.24%4,617 -67-1.4% -$1.14万 减仓
META META PLATFORMS INC $78.33万0.24%1,391 -6,974-83.4% -$392.71万 减仓
LLY ELI LILLY & CO $75.58万0.23%630 152.4% $1.80万 加仓
EXEL EXELIXIS INC $73.80万0.22%13,564 880.7% $4,788 加仓
AU ANGLOGOLD ASHANTI PLC $73.58万0.22%9,096 -2,365-20.6% -$19.13万 减仓
MSGE MADISON SQUARE GARDEN ENTMT $72.45万0.22%8,957 8,957— $72.45万 新建仓