Prentice Wealth Management LLC
Rochester NY · SEC CIK 0001864229
$4.84亿2026Q2 申报市值
126持仓数
60.3%前十大占比 · 第一大 13.9%
8 / 0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
AGG 加仓+$301.31万
FLHY 加仓+$161.03万
CGHM 加仓+$155.66万
FLBL 加仓+$144.12万
SCHP 加仓+$114.59万
2026Q2 卖出最多 按季末市值估算
J P MORGAN EXCHA 减仓-$112.61万
MU 减仓-$57.84万
HYMB 减仓-$49.66万
JMUB 减仓-$41.41万
USSG 减仓-$40.63万
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 |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | $331.36万 | 0.68% | 16,561 | 165 | 1.0% | $3.30万 | 加仓 |
| MSFT | MICROSOFT CORP | $366.93万 | 0.76% | 9,837 | 482 | 5.2% | $17.98万 | 加仓 |
| AVGO | BROADCOM INC | $379.50万 | 0.78% | 10,046 | 16 | 0.2% | $6,044 | 加仓 |
| USSG | DBX ETF TR | $382.56万 | 0.79% | 55,076 | -5,850 | -9.6% | -$40.63万 | 减仓 |
| SCHM | SCHWAB STRATEGIC TR | $391.68万 | 0.81% | 106,234 | -2,248 | -2.1% | -$8.29万 | 减仓 |
| — | J P MORGAN EXCHANGE TRADED F | $436.03万 | 0.90% | 86,116 | -22,240 | -20.5% | -$112.61万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $502.45万 | 1.04% | 4,968 | -32 | -0.6% | -$3.24万 | 减仓 |
| SHYM | BLACKROCK ETF TRUST II | $554.62万 | 1.14% | 247,048 | 30,743 | 14.2% | $69.02万 | 加仓 |
| AAPL | APPLE INC | $590.43万 | 1.22% | 20,405 | 435 | 2.2% | $12.59万 | 加仓 |
| FTMH | PUTNAM ETF TRUST | $622.88万 | 1.29% | 524,311 | 39,538 | 8.2% | $46.97万 | 加仓 |
| CGHM | CAPITAL GRP FIXED INCM ETF T | $691.90万 | 1.43% | 267,660 | 60,217 | 29.0% | $155.66万 | 加仓 |
| FLMI | FRANKLIN TEMPLETON ETF TR | $831.77万 | 1.72% | 330,459 | 41,241 | 14.3% | $103.80万 | 加仓 |
| DVYE | ISHARES INC | $864.27万 | 1.78% | 268,158 | 12,238 | 4.8% | $39.44万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $1,080.45万 | 2.23% | 45,662 | -871 | -1.9% | -$20.61万 | 减仓 |
| DBMF | LITMAN GREGORY FDS TR | $1,388.40万 | 2.87% | 453,578 | 17,884 | 4.1% | $54.74万 | 加仓 |
| VYMI | VANGUARD WHITEHALL FDS | $1,415.29万 | 2.92% | 144,123 | 4,611 | 3.3% | $45.28万 | 加仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $1,419.85万 | 2.93% | 251,390 | 9,704 | 4.0% | $54.81万 | 加仓 |
| FDVV | FIDELITY COVINGTON TRUST | $1,469.58万 | 3.03% | 243,752 | 7,205 | 3.0% | $43.44万 | 加仓 |
| FLBL | FRANKLIN TEMPLETON ETF TR | $1,482.61万 | 3.06% | 646,864 | 62,879 | 10.8% | $144.12万 | 加仓 |
| XLRE | SELECT SECTOR SPDR TR | $1,716.74万 | 3.54% | 389,903 | 9,127 | 2.4% | $40.19万 | 加仓 |
| EQWL | INVESCO EXCHANGE TRADED FD T | $1,840.41万 | 3.80% | 142,645 | 3,703 | 2.7% | $47.78万 | 加仓 |
| FLHY | FRANKLIN TEMPLETON ETF TR | $2,616.49万 | 5.40% | 1,077,190 | 66,293 | 6.6% | $161.03万 | 加仓 |
| SCHP | SCHWAB STRATEGIC TR | $2,839.83万 | 5.86% | 1,071,634 | 43,241 | 4.2% | $114.59万 | 加仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $4,437.16万 | 9.16% | 282,712 | 83 | 0.0% | $1.30万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $4,635.08万 | 9.57% | 125,259 | 2,282 | 1.9% | $84.44万 | 加仓 |
| AGG | ISHARES TR | $6,752.42万 | 13.94% | 682,200 | 30,442 | 4.7% | $301.31万 | 加仓 |