PCG Wealth Advisors, LLC
OVERLAND PARK KS · SEC CIK 0001905393
$3.95亿2026Q1 申报市值
164持仓数
32.4%前十大占比 · 第一大 7.0%
23 / 10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
CGDV 加仓+$2,164.90万
FDVV 加仓+$953.02万
XMHQ 加仓+$855.47万
CGBL 加仓+$416.52万
OIH 新建仓+$397.95万
2026Q1 卖出最多 按季末市值估算
GDX 减仓-$738.34万
FVD 减仓-$733.11万
SIL 减仓-$636.44万
SPYM 减仓-$553.01万
FCG 减仓-$347.85万
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 |
|---|---|---|---|---|---|---|---|---|
| AVGO | BROADCOM INC | $63.43万 | 0.16% | 2,050 | 299 | 17.1% | $9.25万 | 加仓 |
| — | AMERICAN BITCOIN CORP. | $63.42万 | 0.16% | 686,033 | 354,991 | 107.2% | $32.82万 | 加仓 |
| TTEQ | T ROWE PRICE ETF INC | $63.28万 | 0.16% | 20,915 | 20,915 | — | $63.28万 | 新建仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $60.80万 | 0.15% | 9,488 | 286 | 3.1% | $1.83万 | 加仓 |
| CGGR | CAPITAL GROUP GROWTH ETF | $59.13万 | 0.15% | 14,713 | -38,084 | -72.1% | -$153.06万 | 减仓 |
| HCA | HCA HEALTHCARE INC | $56.51万 | 0.14% | 1,194 | -15 | -1.2% | -$7,099 | 减仓 |
| SPHQ | INVESCO EXCHANGE TRADED FD T | $55.29万 | 0.14% | 7,353 | 7,353 | — | $55.29万 | 新建仓 |
| COST | COSTCO WHOLESALE CORPORATION | $53.72万 | 0.14% | 539 | 0 | 0.0% | — | 不变 |
| — | FIRST TR EXCHANGE TRADED FD | $52.48万 | 0.13% | 15,068 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL CORP | $51.35万 | 0.13% | 3,027 | 36 | 1.2% | $6,107 | 加仓 |
| VTV | VANGUARD INDEX FDS | $50.80万 | 0.13% | 2,589 | 49 | 1.9% | $9,614 | 加仓 |
| DFUS | DIMENSIONAL ETF TRUST | $50.73万 | 0.13% | 7,154 | 0 | 0.0% | — | 不变 |
| BKGI | BNY MELLON ETF TRUST | $48.14万 | 0.12% | 10,809 | 1,963 | 22.2% | $8.74万 | 加仓 |
| SHY | ISHARES TR | $47.96万 | 0.12% | 5,808 | -247 | -4.1% | -$2.04万 | 减仓 |
| AMAT | APPLIED MATLS INC | $47.49万 | 0.12% | 1,390 | 38 | 2.8% | $1.30万 | 加仓 |
| — | INVESCO EXCHANGE TRADED FD T | $46.77万 | 0.12% | 11,930 | -1,000 | -7.7% | -$3.92万 | 减仓 |
| PEP | PEPSICO INC | $46.72万 | 0.12% | 3,008 | 0 | 0.0% | — | 不变 |
| GRMN | GARMIN LTD | $43.80万 | 0.11% | 1,888 | 0 | 0.0% | — | 不变 |
| WMT | WALMART INC | $43.51万 | 0.11% | 3,501 | 0 | 0.0% | — | 不变 |
| IBIT | ISHARES BITCOIN TRUST ETF | $43.25万 | 0.11% | 11,258 | 11,258 | — | $43.25万 | 新建仓 |
| ITA | ISHARES TR | $40.67万 | 0.10% | 1,859 | 670 | 56.3% | $14.66万 | 加仓 |
| XAR | SPDR SERIES TRUST | $40.51万 | 0.10% | 1,595 | 79 | 5.2% | $2.01万 | 加仓 |
| — | ISHARES ETHEREUM TR | $40.17万 | 0.10% | 25,376 | 4,402 | 21.0% | $6.97万 | 加仓 |
| IJK | ISHARES TR | $39.57万 | 0.10% | 3,933 | -638 | -14.0% | -$6.42万 | 减仓 |
| BLOK | AMPLIFY ETF TR | $39.21万 | 0.10% | 7,871 | -1,038 | -11.7% | -$5.17万 | 减仓 |
| QTUM | ETF SER SOLUTIONS | $38.84万 | 0.10% | 3,620 | 902 | 33.2% | $9.68万 | 加仓 |
| ET | ENERGY TRANSFER L P | $38.73万 | 0.10% | 20,068 | 6,335 | 46.1% | $12.23万 | 加仓 |
| T | AT&T INC | $37.45万 | 0.09% | 12,920 | -706 | -5.2% | -$2.05万 | 减仓 |
| DIA | STATE STR SPDR DOW JONES IND | $34.51万 | 0.09% | 745 | 0 | 0.0% | — | 不变 |
| OKE | ONEOK INC NEW | $32.89万 | 0.08% | 3,639 | 0 | 0.0% | — | 不变 |
| BP | BP PLC | $32.33万 | 0.08% | 6,878 | 0 | 0.0% | — | 不变 |
| — | VANECK ETF TRUST | $31.62万 | 0.08% | 6,400 | 6,400 | — | $31.62万 | 新建仓 |
| IHI | ISHARES TR | $31.16万 | 0.08% | 5,840 | 2 | 0.0% | $107 | 加仓 |
| SPSM | SPDR SERIES TRUST | $31.07万 | 0.08% | 6,430 | 200 | 3.2% | $9,665 | 加仓 |
| HUT | HUT 8 CORP | $30.81万 | 0.08% | 6,567 | 6,567 | — | $30.81万 | 新建仓 |
| TRGP | TARGA RES CORP | $30.34万 | 0.08% | 1,210 | 0 | 0.0% | — | 不变 |
| VUG | VANGUARD INDEX FDS | $30.31万 | 0.08% | 694 | 57 | 8.9% | $2.49万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $29.71万 | 0.08% | 620 | -234 | -27.4% | -$11.21万 | 减仓 |
| TGT | TARGET CORP | $29.22万 | 0.07% | 2,411 | 275 | 12.9% | $3.33万 | 加仓 |
| SPMD | SPDR SERIES TRUST | $29.02万 | 0.07% | 4,900 | 61 | 1.3% | $3,612 | 加仓 |
| UNP | UNION PAC CORP | $27.93万 | 0.07% | 1,151 | 0 | 0.0% | — | 不变 |
| META | META PLATFORMS INC | $27.62万 | 0.07% | 483 | 14 | 3.0% | $8,005 | 加仓 |
| FYX | FIRST TR EXCHANGE-TRADED ALP | $27.59万 | 0.07% | 2,312 | -20 | -0.9% | -$2,387 | 减仓 |
| PG | PROCTER & GAMBLE CO | $27.28万 | 0.07% | 1,888 | -59 | -3.0% | -$8,524 | 减仓 |
| JMEE | J P MORGAN EXCHANGE TRADED F | $26.76万 | 0.07% | 4,008 | -8,783 | -68.7% | -$58.64万 | 减仓 |
| — | FIRST TR EXCHANGE-TRADED FD | $26.24万 | 0.07% | 14,702 | -61 | -0.4% | -$1,089 | 减仓 |
| AVUS | AMERICAN CENTY ETF TR | $25.58万 | 0.06% | 2,301 | 0 | 0.0% | — | 不变 |
| OUNZ | VANECK MERK GOLD ETF | $24.98万 | 0.06% | 5,546 | 5,546 | — | $24.98万 | 新建仓 |
| B | BARRICK MNG CORP | $24.68万 | 0.06% | 6,050 | -1,450 | -19.3% | -$5.91万 | 减仓 |
| DLN | WISDOMTREE TR | $24.20万 | 0.06% | 2,709 | 260 | 10.6% | $2.32万 | 加仓 |
| CIEN | CIENA CORP | $23.88万 | 0.06% | 615 | 615 | — | $23.88万 | 新建仓 |
| SLB | SLB LIMITED | $23.64万 | 0.06% | 4,601 | 4,601 | — | $23.64万 | 新建仓 |
| JSI | JANUS DETROIT STR TR | $23.51万 | 0.06% | 4,560 | -2,408 | -34.6% | -$12.41万 | 减仓 |
| SQQQ | PROSHARES TR | $23.19万 | 0.06% | 2,881 | -270 | -8.6% | -$2.17万 | 减仓 |
| CVX | CHEVRON CORPORATION | $22.67万 | 0.06% | 1,096 | 1,096 | — | $22.67万 | 新建仓 |
| JNJ | JOHNSON & JOHNSON | $22.57万 | 0.06% | 923 | 923 | — | $22.57万 | 新建仓 |
| APLD | APPLIED DIGITAL CORP | $21.84万 | 0.06% | 9,200 | 9,200 | — | $21.84万 | 新建仓 |
| AOR | ISHARES TR | $21.12万 | 0.05% | 3,282 | 0 | 0.0% | — | 不变 |
| IGSB | ISHARES TR | $21.02万 | 0.05% | 4,000 | 0 | 0.0% | — | 不变 |
| LLY | ELI LILLY & CO | $20.99万 | 0.05% | 228 | 228 | — | $20.99万 | 新建仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $20.74万 | 0.05% | 5,480 | 5,480 | — | $20.74万 | 新建仓 |
| NFLX | NETFLIX INC. | $20.67万 | 0.05% | 2,150 | -100 | -4.4% | -$9,615 | 减仓 |
| NXTG | FIRST TR EXCHANGE-TRADED FD | $20.00万 | 0.05% | 1,787 | 1,787 | — | $20.00万 | 新建仓 |
| — | CANOPY GROWTH CORPORATION | $2.70万 | 0.01% | 28,440 | 0 | 0.0% | — | 不变 |
| VNLA | JANUS DETROIT STR TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| FCX | FREEPORT-MCMORAN INC | $0 | 0.00% | 0 | -31,494 | -100.0% | -$159.96万 | 清仓 |
| REPX | RILEY EXPLORATION PERMIAN IN | $0 | 0.00% | 0 | -37,168 | -100.0% | -$98.12万 | 清仓 |
| CNR | CORE NATURAL RESOURCES INC | $0 | 0.00% | 0 | -5,955 | -100.0% | -$52.71万 | 清仓 |
| PSP | INVESCO EXCHANGE TRADED FD T | $0 | 0.00% | 0 | -6,507 | -100.0% | -$43.64万 | 清仓 |
| ARCC | ARES CAPITAL CORP | $0 | 0.00% | 0 | -20,193 | -100.0% | -$40.85万 | 清仓 |
| AR | ANTERO RESOURCES CORP | $0 | 0.00% | 0 | -8,340 | -100.0% | -$28.74万 | 清仓 |
| NEE | NEXTERA ENERGY INC | $0 | 0.00% | 0 | -3,206 | -100.0% | -$25.74万 | 清仓 |
| OXY | OCCIDENTAL PETE CORP | $0 | 0.00% | 0 | -5,722 | -100.0% | -$23.53万 | 清仓 |
| EPI | WISDOMTREE TR | $0 | 0.00% | 0 | -4,805 | -100.0% | -$22.24万 | 清仓 |
| FMB | FIRST TR EXCH TRADED FD III | $0 | 0.00% | 0 | -3,952 | -100.0% | -$20.21万 | 清仓 |