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 |
|---|---|---|---|---|---|---|---|---|
| INTC | INTEL CORP | $31.21万 | 0.06% | 2,235 | 2,235 | — | $31.21万 | 新建仓 |
| AMGN | AMGEN INC | $30.31万 | 0.06% | 837 | 0 | 0.0% | — | 不变 |
| NPO | ENPRO INC | $30.15万 | 0.06% | 800 | -394 | -33.0% | -$14.85万 | 减仓 |
| ISRG | INTUITIVE SURGICAL INC | $28.99万 | 0.06% | 729 | -5 | -0.7% | -$1,988 | 减仓 |
| LOW | LOWES COS INC | $28.88万 | 0.06% | 1,310 | -25 | -1.9% | -$5,512 | 减仓 |
| SHW | SHERWIN WILLIAMS CO | $27.41万 | 0.06% | 796 | 67 | 9.2% | $2.31万 | 加仓 |
| BLK | BLACKROCK INC | $27.02万 | 0.06% | 281 | 12 | 4.5% | $1.15万 | 加仓 |
| ACN | ACCENTURE PLC IRELAND | $26.28万 | 0.05% | 2,112 | -27 | -1.3% | -$3,360 | 减仓 |
| CRDO | CREDO TECHNOLOGY GROUP HOLDI | $26.27万 | 0.05% | 966 | 966 | — | $26.27万 | 新建仓 |
| J | JACOBS SOLUTIONS INC | $25.59万 | 0.05% | 2,031 | -27 | -1.3% | -$3,402 | 减仓 |
| HON | HONEYWELL INTL INC | $25.50万 | 0.05% | 1,139 | -1,142 | -50.1% | -$25.57万 | 减仓 |
| CG | CARLYLE GROUP INC | $24.84万 | 0.05% | 5,899 | 29 | 0.5% | $1,221 | 加仓 |
| AOK | ISHARES TR | $23.54万 | 0.05% | 5,675 | 158 | 2.9% | $6,554 | 加仓 |
| INTU | INTUIT | $22.92万 | 0.05% | 878 | 2 | 0.2% | $522 | 加仓 |
| ZS | ZSCALER INC | $22.75万 | 0.05% | 1,612 | 302 | 23.1% | $4.26万 | 重新持有 |
| DHR | DANAHER CORP DEL | $22.53万 | 0.05% | 1,183 | 15 | 1.3% | $2,857 | 加仓 |
| XLB | SELECT SECTOR SPDR TR | $22.47万 | 0.05% | 4,421 | -102 | -2.3% | -$5,185 | 减仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $21.93万 | 0.05% | 4,336 | -987 | -18.5% | -$4.99万 | 减仓 |
| NOW | SERVICENOW INC | $20.89万 | 0.04% | 2,104 | -3 | -0.1% | -$298 | 减仓 |
| MDLZ | MONDELEZ INTL INC | $20.71万 | 0.04% | 3,580 | -35 | -1.0% | -$2,024 | 减仓 |
| PAYX | PAYCHEX INC | $20.23万 | 0.04% | 2,058 | -1,168 | -36.2% | -$11.48万 | 减仓 |
| ADI | ANALOG DEVICES INC | $20.14万 | 0.04% | 507 | 507 | — | $20.14万 | 新建仓 |
| GS | GOLDMAN SACHS GROUP INC 看跌期权 | $8.65万 | 0.02% | 2,000 | 2,000 | — | $8.65万 | 新建仓 |
| AAPL | APPLE INC 看跌期权 | $2.09万 | 0.00% | 1,700 | 1,700 | — | $2.09万 | 新建仓 |
| NPO | ENPRO INC 看跌期权 | $1.40万 | 0.00% | 800 | -300 | -27.3% | -$5,250 | 减仓 |
| NVDA | NVIDIA CORPORATION 看跌期权 | $9,790 | 0.00% | 2,200 | 0 | 0.0% | — | 不变 |