Performance Wealth Partners, LLC
HINSDALE IL · SEC CIK 0001908765
$34.47亿2026Q1 申报市值
212持仓数
80.8%前十大占比 · 第一大 28.9%
17 / 5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
XLE 新建仓+$3,337.45万
GEV 加仓+$2,255.14万
VB 加仓+$1,128.93万
EXXON MOBIL CORP 加仓+$707.07万
CVX 重新持有+$529.80万
2026Q1 卖出最多 按季末市值估算
ORCL 减仓-$4,008.20万
KKR 减仓-$1,605.69万
AAPL 减仓-$854.43万
MSFT 减仓-$273.44万
AMZN 减仓-$238.22万
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 |
|---|---|---|---|---|---|---|---|---|
| NTRS | NORTHERN TR CORP | $52.45万 | 0.02% | 3,758 | 53 | 1.4% | $7,397 | 加仓 |
| PGR | PROGRESSIVE CORP | $55.33万 | 0.02% | 2,791 | -75 | -2.6% | -$1.49万 | 减仓 |
| — | HONEYWELL INTL INC | $56.91万 | 0.02% | 2,518 | 5 | 0.2% | $1,130 | 加仓 |
| CSCO | CISCO SYS INC | $57.09万 | 0.02% | 7,358 | 1,485 | 25.3% | $11.52万 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $57.93万 | 0.02% | 8,053 | -89 | -1.1% | -$6,402 | 减仓 |
| MS | MORGAN STANLEY | $58.18万 | 0.02% | 3,535 | 93 | 2.7% | $1.53万 | 加仓 |
| CMI | CUMMINS INC | $59.67万 | 0.02% | 1,109 | 50 | 4.7% | $2.69万 | 加仓 |
| RTX | RTX CORPORATION | $61.44万 | 0.02% | 3,185 | -259 | -7.5% | -$5.00万 | 减仓 |
| BND | VANGUARD BD INDEX FDS | $61.47万 | 0.02% | 8,348 | 1,430 | 20.7% | $10.53万 | 加仓 |
| IJJ | ISHARES TR | $61.60万 | 0.02% | 4,649 | 0 | 0.0% | — | 不变 |
| ITW | ILLINOIS TOOL WKS INC | $64.53万 | 0.02% | 2,479 | -150 | -5.7% | -$3.90万 | 减仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $65.74万 | 0.02% | 17,373 | 230 | 1.3% | $8,703 | 加仓 |
| IJT | ISHARES TR | $66.89万 | 0.02% | 4,622 | 0 | 0.0% | — | 不变 |
| IWD | ISHARES TR | $67.11万 | 0.02% | 3,141 | 0 | 0.0% | — | 不变 |
| UPS | UNITED PARCEL SVCS INC | $68.53万 | 0.02% | 6,966 | 330 | 5.0% | $3.25万 | 加仓 |
| BA | BOEING CO | $68.88万 | 0.02% | 3,461 | -39 | -1.1% | -$7,762 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $69.17万 | 0.02% | 5,204 | 283 | 5.8% | $3.76万 | 加仓 |
| CORP | PIMCO ETF TR | $69.64万 | 0.02% | 7,194 | 0 | 0.0% | — | 不变 |
| VRTX | VERTEX PHARMACEUTICALS INC | $71.49万 | 0.02% | 1,601 | 1 | 0.1% | $447 | 加仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $71.81万 | 0.02% | 1 | 0 | 0.0% | — | 不变 |
| GD | GENERAL DYNAMICS CORP | $74.37万 | 0.02% | 2,167 | -121 | -5.3% | -$4.15万 | 减仓 |
| CRM | SALESFORCE INC | $74.57万 | 0.02% | 3,995 | -1,148 | -22.3% | -$21.43万 | 减仓 |
| PEB | PEBBLEBROOK HOTEL TR | $77.02万 | 0.02% | 60,979 | 10,223 | 20.1% | $12.91万 | 加仓 |
| NVMI | NOVA LTD | $77.08万 | 0.02% | 1,775 | 0 | 0.0% | — | 不变 |
| GRBK | GREEN BRICK PARTNERS INC | $83.78万 | 0.02% | 13,000 | 0 | 0.0% | — | 不变 |
| APO | APOLLO GLOBAL MGMT INC | $84.53万 | 0.02% | 7,586 | 16 | 0.2% | $1,783 | 加仓 |
| MA | MASTERCARD INCORPORATED | $85.44万 | 0.02% | 1,710 | -196 | -10.3% | -$9.79万 | 减仓 |
| VGT | VANGUARD WORLD FD | $87.56万 | 0.03% | 1,255 | -12 | -0.9% | -$8,373 | 减仓 |
| SLV | ISHARES SILVER TR | $88.95万 | 0.03% | 13,054 | 957 | 7.9% | $6.52万 | 加仓 |
| ROST | ROSS STORES INC | $89.85万 | 0.03% | 4,148 | -462 | -10.0% | -$10.01万 | 减仓 |
| NVO | NOVO-NORDISK A S | $92.21万 | 0.03% | 25,090 | -319 | -1.3% | -$1.17万 | 减仓 |
| TIP | ISHARES TR | $93.68万 | 0.03% | 8,489 | -70 | -0.8% | -$7,725 | 减仓 |
| TXN | TEXAS INSTRS INC | $95.13万 | 0.03% | 4,900 | -701 | -12.5% | -$13.61万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $96.35万 | 0.03% | 2,851 | 392 | 15.9% | $13.25万 | 加仓 |
| AMGN | AMGEN INC | $105.67万 | 0.03% | 3,003 | 4 | 0.1% | $1,408 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $121.43万 | 0.04% | 7,574 | 4,095 | 117.7% | $65.65万 | 加仓 |
| IWN | ISHARES TR | $121.93万 | 0.04% | 6,431 | -459 | -6.7% | -$8.70万 | 减仓 |
| ACN | ACCENTURE PLC IRELAND | $123.06万 | 0.04% | 6,206 | -70 | -1.1% | -$1.39万 | 减仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $123.23万 | 0.04% | 5,186 | 14 | 0.3% | $3,327 | 加仓 |
| WPM | WHEATON PRECIOUS METALS CORP | $126.56万 | 0.04% | 9,660 | 0 | 0.0% | — | 不变 |
| DVY | ISHARES TR | $128.16万 | 0.04% | 8,464 | 297 | 3.6% | $4.50万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $131.27万 | 0.04% | 9,088 | 2,611 | 40.3% | $37.71万 | 加仓 |
| MCK | MCKESSON CORP | $133.61万 | 0.04% | 1,544 | 100 | 6.9% | $8.65万 | 加仓 |
| CM | CANADIAN IMPERIAL BANK OF CO | $136.88万 | 0.04% | 14,446 | 0 | 0.0% | — | 不变 |
| DXCM | DEXCOM INC | $145.09万 | 0.04% | 23,104 | -2,020 | -8.0% | -$12.69万 | 减仓 |
| NFLX | NETFLIX INC. | $146.88万 | 0.04% | 15,276 | 7,771 | 103.5% | $74.72万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $147.89万 | 0.04% | 6,050 | 6,050 | — | $147.89万 | 新建仓 |
| IWS | ISHARES TR | $153.61万 | 0.04% | 10,540 | -1,321 | -11.1% | -$19.25万 | 减仓 |
| ULTA | ULTA BEAUTY INC | $162.56万 | 0.05% | 3,110 | -165 | -5.0% | -$8.62万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $170.85万 | 0.05% | 5,326 | 920 | 20.9% | $29.51万 | 加仓 |
| CAT | CATERPILLAR INC | $172.53万 | 0.05% | 2,435 | 162 | 7.1% | $11.48万 | 加仓 |
| TFPM | TRIPLE FLAG PRECIOUS METAL | $175.39万 | 0.05% | 50,531 | 0 | 0.0% | — | 不变 |
| SCHW | SCHWAB CHARLES CORP | $178.83万 | 0.05% | 19,029 | 11,240 | 144.3% | $105.63万 | 加仓 |
| XLU | SELECT SECTOR SPDR TR | $185.61万 | 0.05% | 40,446 | 8 | 0.0% | $367 | 加仓 |
| AMAT | APPLIED MATLS INC | $187.21万 | 0.05% | 5,477 | 148 | 2.8% | $5.06万 | 加仓 |
| ABT | ABBOTT LABORATORIES | $201.17万 | 0.06% | 19,594 | 2,660 | 15.7% | $27.31万 | 加仓 |
| IVV | ISHARES TR | $202.17万 | 0.06% | 3,095 | 34 | 1.1% | $2.22万 | 加仓 |
| IWF | ISHARES TR | $205.86万 | 0.06% | 4,828 | -35 | -0.7% | -$1.49万 | 减仓 |
| VTIP | VANGUARD MALVERN FDS | $206.77万 | 0.06% | 41,395 | 45 | 0.1% | $2,248 | 加仓 |
| IDXX | IDEXX LABS INC | $208.91万 | 0.06% | 3,718 | 1 | 0.0% | $562 | 加仓 |
| AEM | AGNICO EAGLE MINES LTD | $209.96万 | 0.06% | 10,344 | 0 | 0.0% | — | 不变 |
| KO | COCA COLA CO | $214.04万 | 0.06% | 28,145 | 14,085 | 100.2% | $107.11万 | 加仓 |
| GLW | CORNING INC | $219.62万 | 0.06% | 16,152 | -2,980 | -15.6% | -$40.52万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $246.01万 | 0.07% | 10,149 | -322 | -3.1% | -$7.81万 | 减仓 |
| FSLR | FIRST SOLAR INC | $253.54万 | 0.07% | 12,853 | -324 | -2.5% | -$6.39万 | 减仓 |
| IJK | ISHARES TR | $254.79万 | 0.07% | 25,322 | -739 | -2.8% | -$7.44万 | 减仓 |
| MCD | MCDONALDS CORP | $259.70万 | 0.08% | 8,356 | 5,157 | 161.2% | $160.28万 | 加仓 |
| QQQ | INVESCO QQQ TR | $284.22万 | 0.08% | 4,924 | -209 | -4.1% | -$12.06万 | 减仓 |
| FNDE | SCHWAB STRATEGIC TR | $288.78万 | 0.08% | 75,477 | 24,967 | 49.4% | $95.52万 | 加仓 |
| BSV | VANGUARD BD INDEX FDS | $301.91万 | 0.09% | 38,504 | 0 | 0.0% | — | 不变 |
| LMT | LOCKHEED MARTIN CORP | $304.01万 | 0.09% | 5,030 | 171 | 3.5% | $10.34万 | 加仓 |
| XLV | SELECT SECTOR SPDR TR | $312.35万 | 0.09% | 21,305 | 15,399 | 260.7% | $225.76万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $313.11万 | 0.09% | 48,862 | 34,779 | 247.0% | $222.87万 | 加仓 |
| HD | HOME DEPOT INC | $318.77万 | 0.09% | 9,692 | 1,240 | 14.7% | $40.78万 | 加仓 |
| CME | CME GROUP INC | $330.53万 | 0.10% | 11,191 | 22 | 0.2% | $6,498 | 加仓 |
| VOO | VANGUARD INDEX FDS | $337.87万 | 0.10% | 5,654 | 123 | 2.2% | $7.35万 | 加仓 |
| SHY | ISHARES TR | $338.91万 | 0.10% | 41,045 | 1,543 | 3.9% | $12.74万 | 加仓 |
| SCHP | SCHWAB STRATEGIC TR | $352.47万 | 0.10% | 132,456 | -6,095 | -4.4% | -$16.22万 | 减仓 |
| IDMO | INVESCO EXCH TRADED FD TR II | $358.52万 | 0.10% | 65,375 | 27,169 | 71.1% | $148.99万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $364.81万 | 0.11% | 17,933 | 627 | 3.6% | $12.76万 | 加仓 |
| LLY | ELI LILLY & CO | $406.44万 | 0.12% | 4,419 | 117 | 2.7% | $10.76万 | 加仓 |
| USMV | ISHARES TR | $410.82万 | 0.12% | 44,298 | 8,437 | 23.5% | $78.24万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $448.32万 | 0.13% | 30,648 | 395 | 1.3% | $5.78万 | 加仓 |
| GE | GE AEROSPACE | $449.12万 | 0.13% | 15,827 | 4,697 | 42.2% | $133.28万 | 加仓 |
| BAC | BANK AMERICA CORP | $455.70万 | 0.13% | 93,476 | 38,103 | 68.8% | $185.75万 | 加仓 |
| TSLA | TESLA INC | $508.41万 | 0.15% | 13,676 | 156 | 1.2% | $5.80万 | 加仓 |
| PH | PARKER-HANNIFIN CORP | $514.21万 | 0.15% | 5,744 | -278 | -4.6% | -$24.89万 | 减仓 |
| STIP | ISHARES TR | $557.52万 | 0.16% | 53,904 | -460 | -0.8% | -$4.76万 | 减仓 |
| CVX | CHEVRON CORPORATION | $565.12万 | 0.16% | 27,313 | 25,606 | 1,500.1% | $529.80万 | 重新持有 |
| ABBV | ABBVIE INC | $572.40万 | 0.17% | 26,318 | -906 | -3.3% | -$19.70万 | 减仓 |
| — | EXXON MOBIL CORP | $788.77万 | 0.23% | 46,491 | 41,675 | 865.3% | $707.07万 | 加仓 |
| FDVV | FIDELITY COVINGTON TRUST | $1,003.50万 | 0.29% | 181,662 | 31,960 | 21.3% | $176.55万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $1,039.79万 | 0.30% | 15,988 | -103 | -0.6% | -$6.70万 | 减仓 |
| VBK | VANGUARD INDEX FDS | $1,051.90万 | 0.31% | 34,802 | -442 | -1.3% | -$13.36万 | 减仓 |
| GOOGL | ALPHABET INC | $1,178.79万 | 0.34% | 40,993 | 960 | 2.4% | $27.61万 | 加仓 |
| VB | VANGUARD INDEX FDS | $1,400.19万 | 0.41% | 53,459 | 43,102 | 416.2% | $1,128.93万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $1,658.24万 | 0.48% | 84,518 | 12,730 | 17.7% | $249.76万 | 加仓 |
| V | VISA INC | $1,779.90万 | 0.52% | 58,890 | 2,179 | 3.8% | $65.86万 | 加仓 |
| WMT | WALMART INC | $1,797.83万 | 0.52% | 144,659 | 20,208 | 16.2% | $251.15万 | 加仓 |
| IWY | ISHARES TR | $1,947.51万 | 0.57% | 78,264 | 7,314 | 10.3% | $182.00万 | 加仓 |