Performance Wealth Partners, LLC
HINSDALE IL · SEC CIK 0001908765
$40.26亿2026Q2 申报市值
235持仓数
80.4%前十大占比 · 第一大 28.3%
36 / 13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
SPMO 加仓+$9,013.89万
SMH 新建仓+$4,580.43万
AIPO 新建仓+$1,177.64万
SDVY 新建仓+$677.97万
VTV 加仓+$631.89万
2026Q2 卖出最多 按季末市值估算
MSFT 减仓-$5,178.19万
META 减仓-$3,636.63万
XLE 减仓-$2,459.91万
BRK/B 减仓-$1,812.31万
EXXON MOBIL CORP 清仓-$788.77万
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 |
|---|---|---|---|---|---|---|---|---|
| — | EXXON MOBIL CORP | $0 | 0.00% | 0 | -46,491 | -100.0% | -$788.77万 | 清仓 |
| UBER | UBER TECHNOLOGIES INC | $0 | 0.00% | 0 | -8,053 | -100.0% | -$57.93万 | 清仓 |
| LULU | LULULEMON ATHLETICA INC | $0 | 0.00% | 0 | -2,550 | -100.0% | -$39.04万 | 清仓 |
| BMO | BANK MONTREAL MEDIUM | $0 | 0.00% | 0 | -2,500 | -100.0% | -$33.84万 | 清仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $0 | 0.00% | 0 | -8,104 | -100.0% | -$31.14万 | 清仓 |
| CEG | CONSTELLATION ENERGY CORP | $0 | 0.00% | 0 | -1,090 | -100.0% | -$30.44万 | 清仓 |
| ALNY | ALNYLAM PHARMACEUTICALS INC | $0 | 0.00% | 0 | -725 | -100.0% | -$23.99万 | 清仓 |
| T | AT&T INC | $0 | 0.00% | 0 | -7,929 | -100.0% | -$22.99万 | 清仓 |
| — | ISHARES ETHEREUM TR | $0 | 0.00% | 0 | -14,390 | -100.0% | -$22.78万 | 清仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $0 | 0.00% | 0 | -617 | -100.0% | -$21.30万 | 清仓 |
| DIS | DISNEY WALT CO | $0 | 0.00% | 0 | -2,181 | -100.0% | -$21.02万 | 清仓 |
| ETN | EATON CORP PLC | $0 | 0.00% | 0 | -568 | -100.0% | -$20.32万 | 清仓 |
| OUNZ | VANECK MERK GOLD ETF | $0 | 0.00% | 0 | -4,449 | -100.0% | -$20.04万 | 清仓 |
| — | EMPERY DIGITAL INC | $7.12万 | 0.00% | 20,000 | 0 | 0.0% | — | 不变 |
| QS | QUANTUMSCAPE CORP | $9.45万 | 0.00% | 12,500 | 12,500 | — | $9.45万 | 新建仓 |
| OWL | BLUE OWL CAPITAL INC | $12.65万 | 0.00% | 14,459 | 312 | 2.2% | $2,730 | 加仓 |
| BX | BLACKSTONE INC | $20.27万 | 0.01% | 1,723 | -2,149 | -55.5% | -$25.28万 | 减仓 |
| EMR | EMERSON ELEC CO | $20.43万 | 0.01% | 1,427 | 1,427 | — | $20.43万 | 新建仓 |
| ALL | ALLSTATE CORP | $20.44万 | 0.01% | 859 | 859 | — | $20.44万 | 新建仓 |
| VWOB | VANGUARD WHITEHALL FDS | $20.45万 | 0.01% | 3,042 | 3,042 | — | $20.45万 | 新建仓 |
| FBND | FIDELITY MERRIMACK STR TR | $20.69万 | 0.01% | 4,549 | 0 | 0.0% | — | 不变 |
| MNST | MONSTER BEVERAGE CORP NEW | $20.86万 | 0.01% | 2,170 | 2,170 | — | $20.86万 | 新建仓 |
| PSX | PHILLIPS 66 | $20.93万 | 0.01% | 1,238 | 17 | 1.4% | $2,874 | 加仓 |
| COR | CENCORA INC | $20.97万 | 0.01% | 741 | 10 | 1.4% | $2,830 | 加仓 |
| NOW | SERVICENOW INC | $21.01万 | 0.01% | 2,116 | 89 | 4.4% | $8,836 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $21.05万 | 0.01% | 6,640 | 23 | 0.3% | $729 | 加仓 |
| DE | DEERE & CO | $21.13万 | 0.01% | 333 | 333 | — | $21.13万 | 新建仓 |
| LIN | LINDE PLC | $21.17万 | 0.01% | 408 | 408 | — | $21.17万 | 新建仓 |
| WEC | WEC ENERGY GROUP INC | $21.32万 | 0.01% | 1,826 | 29 | 1.6% | $3,386 | 加仓 |
| MRNA | MODERNA INC | $21.44万 | 0.01% | 3,062 | 3,062 | — | $21.44万 | 新建仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $21.47万 | 0.01% | 1,009 | 1,009 | — | $21.47万 | 新建仓 |
| PFE | PFIZER INC | $21.63万 | 0.01% | 8,982 | -355 | -3.8% | -$8,548 | 减仓 |
| VOE | VANGUARD INDEX FDS | $21.77万 | 0.01% | 1,102 | 0 | 0.0% | — | 不变 |
| KKR | KKR & CO INC | $21.82万 | 0.01% | 2,378 | 5 | 0.2% | $459 | 加仓 |
| INTC | INTEL CORP | $22.05万 | 0.01% | 1,579 | 1,579 | — | $22.05万 | 新建仓 |
| SPSM | SPDR SERIES TRUST | $22.20万 | 0.01% | 3,850 | 3,850 | — | $22.20万 | 新建仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $22.65万 | 0.01% | 3,794 | 3,794 | — | $22.65万 | 新建仓 |
| ROBO | EXCHANGE TRADED CONCEPTS TRU | $23.13万 | 0.01% | 2,700 | 2,700 | — | $23.13万 | 新建仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $23.14万 | 0.01% | 1,584 | 15 | 1.0% | $2,192 | 加仓 |
| MCHP | MICROCHIP TECHNOLOGY INC. | $23.16万 | 0.01% | 2,539 | 2,539 | — | $23.16万 | 新建仓 |
| EW | EDWARDS LIFESCIENCES CORP | $23.21万 | 0.01% | 2,566 | -194 | -7.0% | -$1.75万 | 减仓 |
| DRAM | ROUNDHILL ETF TRUST | $23.28万 | 0.01% | 3,152 | 3,152 | — | $23.28万 | 新建仓 |
| SYK | STRYKER CORPORATION | $23.52万 | 0.01% | 747 | 0 | 0.0% | — | 不变 |
| VIS | VANGUARD WORLD FD | $23.86万 | 0.01% | 662 | 0 | 0.0% | — | 不变 |
| COKE | COCA COLA CONS INC | $24.02万 | 0.01% | 1,258 | 8 | 0.6% | $1,527 | 加仓 |
| ORCL | ORACLE CORP | $24.24万 | 0.01% | 1,654 | -106 | -6.0% | -$1.55万 | 减仓 |
| RACE | FERRARI N V | $24.39万 | 0.01% | 655 | 0 | 0.0% | — | 不变 |
| WCC | WESCO INTL INC | $24.46万 | 0.01% | 708 | 708 | — | $24.46万 | 新建仓 |
| LRCX | LAM RESEARCH CORP | $24.48万 | 0.01% | 565 | 565 | — | $24.48万 | 新建仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $24.66万 | 0.01% | 2,984 | 4 | 0.1% | $331 | 加仓 |
| MO | ALTRIA GROUP INC | $25.23万 | 0.01% | 3,506 | -202 | -5.4% | -$1.45万 | 减仓 |
| RSG | REPUBLIC SVCS INC | $25.25万 | 0.01% | 1,185 | 14 | 1.2% | $2,983 | 加仓 |
| IWR | ISHARES TR | $25.55万 | 0.01% | 2,316 | 2,316 | — | $25.55万 | 新建仓 |
| ED | CONSOLIDATED EDISON INC | $25.67万 | 0.01% | 2,320 | 0 | 0.0% | — | 不变 |
| GLD | SPDR GOLD TR | $25.68万 | 0.01% | 697 | 88 | 14.4% | $3.24万 | 加仓 |
| HDV | ISHARES TR | $25.77万 | 0.01% | 9,402 | -663 | -6.6% | -$1.82万 | 减仓 |
| TMUS | T-MOBILE US INC | $26.09万 | 0.01% | 1,556 | 24 | 1.6% | $4,024 | 加仓 |
| IUSG | ISHARES TR | $26.13万 | 0.01% | 1,389 | 34 | 2.5% | $6,395 | 加仓 |
| HSY | HERSHEY CO | $26.26万 | 0.01% | 1,497 | -73 | -4.6% | -$1.28万 | 减仓 |
| URI | UNITED RENTALS INC | $26.92万 | 0.01% | 238 | 238 | — | $26.92万 | 新建仓 |
| HYG | ISHARES TR | $26.95万 | 0.01% | 3,370 | -5 | -0.1% | -$400 | 减仓 |
| OEF | ISHARES TR | $27.00万 | 0.01% | 738 | -18 | -2.4% | -$6,586 | 减仓 |
| HONA | HONEYWELL AEROSPACE INC | $28.08万 | 0.01% | 1,270 | 1,270 | — | $28.08万 | 新建仓 |
| HON | HONEYWELL INTL INC | $28.24万 | 0.01% | 1,261 | -1,257 | -49.9% | -$28.15万 | 减仓 |
| IVW | ISHARES TR | $29.21万 | 0.01% | 2,124 | 0 | 0.0% | — | 不变 |
| CRH | CRH PLC | $29.30万 | 0.01% | 2,738 | 0 | 0.0% | — | 不变 |
| HCA | HCA HEALTHCARE INC | $29.31万 | 0.01% | 752 | 0 | 0.0% | — | 不变 |
| PYPL | PAYPAL HLDGS INC | $29.49万 | 0.01% | 6,829 | 10 | 0.1% | $432 | 加仓 |
| FITB | FIFTH THIRD BANCORP | $29.86万 | 0.01% | 5,298 | 5,298 | — | $29.86万 | 新建仓 |
| VNQ | VANGUARD INDEX FDS | $30.03万 | 0.01% | 3,115 | 3,115 | — | $30.03万 | 新建仓 |
| AXON | AXON ENTERPRISE INC | $30.27万 | 0.01% | 540 | 0 | 0.0% | — | 不变 |
| AMX | AMERICA MOVIL SAB DE CV | $30.67万 | 0.01% | 11,800 | 0 | 0.0% | — | 不变 |
| SCHW | SCHWAB CHARLES CORP | $31.04万 | 0.01% | 3,364 | -15,665 | -82.3% | -$144.52万 | 减仓 |
| KLAC | KLA CORP | $31.38万 | 0.01% | 1,040 | 1,040 | — | $31.38万 | 新建仓 |
| HD | HOME DEPOT INC | $32.37万 | 0.01% | 918 | -8,774 | -90.5% | -$309.39万 | 减仓 |
| COP | CONOCOPHILLIPS | $32.53万 | 0.01% | 3,129 | 73 | 2.4% | $7,589 | 加仓 |
| WTFC | WINTRUST FINL CORP | $32.77万 | 0.01% | 2,039 | 39 | 1.9% | $6,268 | 加仓 |
| VO | VANGUARD INDEX FDS | $33.11万 | 0.01% | 4,109 | 21 | 0.5% | $1,692 | 加仓 |
| VOOG | VANGUARD ADMIRAL FDS INC | $34.01万 | 0.01% | 4,116 | 0 | 0.0% | — | 不变 |
| PWR | QUANTA SVCS INC | $34.20万 | 0.01% | 475 | 4 | 0.8% | $2,880 | 加仓 |
| ENS | ENERSYS | $35.29万 | 0.01% | 1,509 | 0 | 0.0% | — | 不变 |
| VBR | VANGUARD INDEX FDS | $35.35万 | 0.01% | 1,455 | -84 | -5.5% | -$2.04万 | 减仓 |
| XLY | SELECT SECTOR SPDR TR | $35.40万 | 0.01% | 3,018 | 76 | 2.6% | $8,913 | 加仓 |
| TJX | TJX COS INC NEW | $36.56万 | 0.01% | 2,413 | 23 | 1.0% | $3,485 | 加仓 |
| SHOP | SHOPIFY INC | $36.78万 | 0.01% | 3,221 | 324 | 11.2% | $3.70万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $36.98万 | 0.01% | 1,093 | 18 | 1.7% | $6,090 | 加仓 |
| WFC | WELLS FARGO & CO | $37.12万 | 0.01% | 4,492 | 4,492 | — | $37.12万 | 新建仓 |
| IWM | ISHARES TR | $37.39万 | 0.01% | 1,245 | 220 | 21.5% | $6.61万 | 加仓 |
| PEP | PEPSICO INC | $37.91万 | 0.01% | 2,800 | -6 | -0.2% | -$812 | 减仓 |
| PENG | PENGUIN SOLUTIONS INC | $38.07万 | 0.01% | 5,008 | 5,008 | — | $38.07万 | 新建仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $38.72万 | 0.01% | 1,729 | 10 | 0.6% | $2,240 | 加仓 |
| ALB | ALBEMARLE CORP | $38.85万 | 0.01% | 2,877 | 1,000 | 53.3% | $13.50万 | 加仓 |
| HYMB | SPDR SERIES TRUST | $39.54万 | 0.01% | 15,542 | 0 | 0.0% | — | 不变 |
| MSI | MOTOROLA SOLUTIONS INC | $39.66万 | 0.01% | 955 | 11 | 1.2% | $4,568 | 加仓 |
| AMP | AMERIPRISE FINL INC | $40.51万 | 0.01% | 883 | -7 | -0.8% | -$3,211 | 减仓 |
| FERG | FERGUSON ENTERPRISES INC | $41.41万 | 0.01% | 1,745 | 0 | 0.0% | — | 不变 |
| LQD | ISHARES TR | $41.82万 | 0.01% | 3,834 | 0 | 0.0% | — | 不变 |
| DLN | WISDOMTREE TR | $42.38万 | 0.01% | 4,400 | 0 | 0.0% | — | 不变 |
| IWP | ISHARES TR | $42.50万 | 0.01% | 2,903 | -5 | -0.2% | -$732 | 减仓 |
| WM | WASTE MGMT INC DEL | $42.90万 | 0.01% | 1,925 | 6 | 0.3% | $1,337 | 加仓 |