13F 机构持仓

PCG Wealth Advisors, LLC

OVERLAND PARK KS · SEC CIK 0001905393

2026Q22026Q1 更早 9 个季度 🔒
$4.48亿2026Q2 申报市值
180持仓数
32.2%前十大占比 · 第一大 7.5%
26 / 11新建仓 / 清仓
申报市值走势$4.48亿2026Q2
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

CGDV 7.5%
SPY 5.4%
CGBL 3.4%
XMHQ 3.2%
FDVV 2.5%
AVDE 2.2%
AVLV 2.0%
GLD 2.0%
SMH 2.0%
QQQM 1.9%

2026Q2 买入最多 按季末市值估算

RAAX 加仓+$247.87万
GDX 加仓+$243.18万
SPYG 加仓+$218.55万
CGBL 加仓+$210.56万
SIL 加仓+$188.81万

2026Q2 卖出最多 按季末市值估算

VNLA 重新持有-$371.72万
QGRO 减仓-$184.66万
XMHQ 减仓-$158.96万
FCG 减仓-$154.27万
XLE 减仓-$117.45万

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
CGCV CAPITAL GROUP CONSERVATIVE E $00.00%0 -31,362-100.0% -$93.49万 清仓
SPHQ INVESCO EXCHANGE TRADED FD T $00.00%0 -7,353-100.0% -$55.29万 清仓
HUT HUT 8 CORP $00.00%0 -6,567-100.0% -$30.81万 清仓
— FIRST TR EXCHANGE-TRADED FD $00.00%0 -14,702-100.0% -$26.24万 清仓
OUNZ VANECK MERK GOLD ETF $00.00%0 -5,546-100.0% -$24.98万 清仓
SLB SLB LIMITED $00.00%0 -4,601-100.0% -$23.64万 清仓
SQQQ PROSHARES TR $00.00%0 -2,881-100.0% -$23.19万 清仓
CVX CHEVRON CORPORATION $00.00%0 -1,096-100.0% -$22.67万 清仓
APLD APPLIED DIGITAL CORP $00.00%0 -9,200-100.0% -$21.84万 清仓
EPD ENTERPRISE PRODS PARTNERS L $00.00%0 -5,480-100.0% -$20.74万 清仓
NFLX NETFLIX INC. $00.00%0 -2,150-100.0% -$20.67万 清仓
— CANOPY GROWTH CORPORATION $2.70万0.01%28,440 00.0% — 不变
— DIREXION SHARES ETF TRUST $5.48万0.01%16,899 16,899— $5.48万 新建仓
PALI PALISADE BIO INC $8.59万0.02%41,100 41,100— $8.59万 新建仓
EIDO ISHARES TR $12.61万0.03%11,150 11,150— $12.61万 新建仓
JPM JPMORGAN CHASE & CO $20.33万0.05%621 621— $20.33万 新建仓
CHAT TIDAL TRUST II $20.83万0.05%2,111 2,111— $20.83万 新建仓
AFMC FIRST TR EXCHNG TRADED FD VI $21.01万0.05%5,127 5,127— $21.01万 新建仓
BAX BAXTER INTL INC $21.22万0.05%9,955 9,955— $21.22万 新建仓
ECHO ECHOSTAR CORP $21.23万0.05%2,092 2,092— $21.23万 新建仓
GE GE AEROSPACE $21.41万0.05%573 573— $21.41万 新建仓
BA BOEING CO $21.42万0.05%989 989— $21.42万 新建仓
IHI ISHARES TR $21.83万0.05%4,419 -1,421-24.3% -$7.02万 减仓
AOR ISHARES TR $22.28万0.05%3,205 -77-2.3% -$5,352 减仓
AVUS AMERICAN CENTY ETF TR $22.57万0.05%1,762 -539-23.4% -$6.90万 减仓
SHY ISHARES TR $23.27万0.05%2,833 -2,975-51.2% -$24.43万 减仓
— VANECK ETF TRUST $23.45万0.05%5,840 5,840— $23.45万 新建仓
IGSB ISHARES TR $23.98万0.05%4,575 57514.4% $3.01万 加仓
META META PLATFORMS INC $24.89万0.06%442 -41-8.5% -$2.31万 减仓
GEV GE VERNOVA INC $24.91万0.06%212 212— $24.91万 新建仓
MU MICRON TECHNOLOGY INC $25.28万0.06%219 219— $25.28万 新建仓
BP BP PLC $25.41万0.06%6,878 00.0% — 不变
CAT CATERPILLAR INC $25.56万0.06%240 240— $25.56万 新建仓
DLN WISDOMTREE TR $26.48万0.06%2,749 401.5% $3,853 加仓
ET ENERGY TRANSFER L P $27.27万0.06%14,263 -5,805-28.9% -$11.10万 减仓
NXTG FIRST TR EXCHANGE-TRADED FD $27.40万0.06%1,787 00.0% — 不变
T AT&T INC $27.41万0.06%13,242 3222.5% $6,665 加仓
JSI JANUS DETROIT STR TR $27.70万0.06%5,410 85018.6% $4.35万 加仓
LLY ELI LILLY & CO $27.87万0.06%232 41.8% $4,805 加仓
CHRW C H ROBINSON WORLDWIDE IN $28.59万0.06%1,518 1,518— $28.59万 新建仓
TRGP TARGA RES CORP $29.20万0.07%1,089 -121-10.0% -$3.24万 减仓
LMBS FIRST TR EXCHANGE-TRADED FD $29.77万0.07%5,981 5,981— $29.77万 新建仓
XSD SPDR SERIES TRUST $30.05万0.07%482 482— $30.05万 新建仓
CIEN CIENA CORP $30.17万0.07%615 00.0% — 不变
FTQI FIRST TR EXCHANGE TRADED FD $30.24万0.07%13,690 13,690— $30.24万 新建仓
JNJ JOHNSON & JOHNSON $30.31万0.07%1,193 27029.3% $6.86万 加仓
TGT TARGET CORP $31.12万0.07%2,383 -28-1.2% -$3,657 减仓
BRK/B BERKSHIRE HATHAWAY INC DEL $31.17万0.07%623 30.5% $1,501 加仓
JMEE J P MORGAN EXCHANGE TRADED F $31.27万0.07%4,008 00.0% — 不变
UNP UNION PAC CORP $31.31万0.07%1,151 00.0% — 不变
IBIT ISHARES BITCOIN TRUST ETF $31.56万0.07%9,479 -1,779-15.8% -$5.92万 减仓
OKE ONEOK INC NEW $31.64万0.07%3,639 00.0% — 不变
FTHI FIRST TR EXCHANGE TRADED FD $31.86万0.07%13,360 13,360— $31.86万 新建仓
— VANECK ETF TRUST $32.20万0.07%6,987 5879.2% $2.70万 加仓
B BARRICK MNG CORP $32.38万0.07%8,815 2,76545.7% $10.16万 加仓
SPMD SPDR SERIES TRUST $33.10万0.07%4,900 00.0% — 不变
FYX FIRST TR EXCHANGE-TRADED ALP $33.36万0.07%2,312 00.0% — 不变
PG PROCTER & GAMBLE CO $34.15万0.08%2,329 44123.4% $6.47万 加仓
— INVESCO EXCHANGE TRADED FD T $35.20万0.08%10,390 -1,540-12.9% -$5.22万 减仓
ISRG INTUITIVE SURGICAL INC $35.23万0.08%886 886— $35.23万 新建仓
AMD ADVANCED MICRO DEVICES INC $36.66万0.08%631 631— $36.66万 新建仓
DIA STATE STR SPDR DOW JONES IND $38.92万0.09%745 00.0% — 不变
AGIX KRANESHARES TRUST $39.40万0.09%8,403 8,403— $39.40万 新建仓
WMT WALMART INC $40.04万0.09%3,535 341.0% $3,851 加仓
SPSM SPDR SERIES TRUST $41.12万0.09%7,130 70010.9% $4.04万 加仓
VUG VANGUARD INDEX FDS $41.34万0.09%4,799 63515.2% $5.47万 加仓
— ISHARES ETHEREUM TR $42.09万0.09%35,399 10,02339.5% $11.92万 加仓
GRMN GARMIN LTD $44.85万0.10%1,888 00.0% — 不变
BKDV BNY MELLON ETF TRUST II $44.94万0.10%13,420 13,420— $44.94万 新建仓
HCA HCA HEALTHCARE INC $44.95万0.10%1,153 -41-3.4% -$1.60万 减仓
PEP PEPSICO INC $45.45万0.10%3,357 34911.6% $4.73万 加仓
IJK ISHARES TR $46.22万0.10%3,933 00.0% — 不变
— EXXON MOBIL CORP $46.67万0.10%3,413 38612.8% $5.28万 加仓
COST COSTCO WHOLESALE CORPORATION $49.59万0.11%530 -9-1.7% -$8,421 减仓
AIQ GLOBAL X FDS $49.73万0.11%7,579 7,579— $49.73万 新建仓
XAR SPDR SERIES TRUST $50.94万0.11%1,795 20012.5% $5.68万 加仓
VOO VANGUARD INDEX FDS $52.08万0.12%758 -453-37.4% -$31.13万 减仓
BLOK AMPLIFY ETF TR $54.03万0.12%8,627 7569.6% $4.73万 加仓
VNLA JANUS DETROIT STR TR $57.86万0.13%11,840 -76,070-86.5% -$371.72万 重新持有
DFUS DIMENSIONAL ETF TRUST $58.62万0.13%7,154 00.0% — 不变
ITA ISHARES TR $59.01万0.13%2,434 57530.9% $13.94万 加仓
VTV VANGUARD INDEX FDS $59.65万0.13%2,737 1485.7% $3.23万 加仓
CGGR CAPITAL GROUP GROWTH ETF $62.72万0.14%13,289 -1,424-9.7% -$6.72万 减仓
QTUM ETF SER SOLUTIONS $63.33万0.14%3,829 2095.8% $3.46万 加仓
— FIRST TR EXCHANGE TRADED FD $66.00万0.15%15,068 00.0% — 不变
VEA VANGUARD TAX-MANAGED FDS $72.03万0.16%10,110 6226.6% $4.43万 加仓
MOAT VANECK ETF TRUST $77.05万0.17%7,411 -887-10.7% -$9.22万 减仓
BKGI BNY MELLON ETF TRUST $77.69万0.17%17,277 6,46859.8% $29.09万 加仓
AVGO BROADCOM INC $77.83万0.17%2,060 100.5% $3,778 加仓
XLE SELECT SECTOR SPDR TR $77.92万0.17%14,672 -22,114-60.1% -$117.45万 减仓
— AMERICAN BITCOIN CORP. $83.25万0.19%1,222,358 536,32578.2% $36.53万 加仓
URA GLOBAL X FDS $91.01万0.20%20,826 -250-1.2% -$1.09万 减仓
GOOG ALPHABET INC $91.17万0.20%2,580 -102-3.8% -$3.60万 减仓
CLOI VANECK ETF TRUST $91.96万0.21%17,367 -7,522-30.2% -$39.83万 减仓
BUFQ FIRST TR EXCHNG TRADED FD VI $93.02万0.21%23,688 -980-4.0% -$3.85万 减仓
IEO ISHARES TR $93.75万0.21%8,536 3534.3% $3.88万 加仓
PVAL PUTNAM ETF TRUST $96.12万0.21%18,865 18,865— $96.12万 新建仓
AMAT APPLIED MATLS INC $99.67万0.22%1,379 -11-0.8% -$7,950 减仓
FNY FIRST TR EXCHANGE-TRADED ALP $104.29万0.23%9,408 3453.8% $3.82万 加仓
TTEQ T ROWE PRICE EXCHANGE-TRADED $105.67万0.24%23,692 2,77713.3% $12.39万 加仓