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 |
|---|---|---|---|---|---|---|---|---|
| VRT | VERTIV HOLDINGS CO | $43.12万 | 0.01% | 1,288 | 0 | 0.0% | — | 不变 |
| ICF | ISHARES TR | $43.54万 | 0.01% | 6,438 | 6,438 | — | $43.54万 | 新建仓 |
| COF | CAPITAL ONE FINL CORP | $44.30万 | 0.01% | 2,208 | 14 | 0.6% | $2,809 | 加仓 |
| PFF | ISHARES TR | $44.32万 | 0.01% | 14,537 | 9 | 0.1% | $274 | 加仓 |
| IVE | ISHARES TR | $44.63万 | 0.01% | 1,966 | 8 | 0.4% | $1,816 | 加仓 |
| IEFA | ISHARES TR | $45.36万 | 0.01% | 4,696 | 481 | 11.4% | $4.65万 | 加仓 |
| CRM | SALESFORCE INC | $45.87万 | 0.01% | 2,928 | -1,067 | -26.7% | -$16.72万 | 减仓 |
| DBEF | DBX ETF TR | $47.22万 | 0.01% | 8,644 | 8,644 | — | $47.22万 | 新建仓 |
| ECL | ECOLAB INC | $47.78万 | 0.01% | 1,715 | -61 | -3.4% | -$1.70万 | 减仓 |
| EEM | ISHARES TR | $48.08万 | 0.01% | 7,028 | 7,028 | — | $48.08万 | 新建仓 |
| — | WISDOMTREE TR | $48.87万 | 0.01% | 3,727 | 0 | 0.0% | — | 不变 |
| SDY | SPDR SERIES TRUST | $49.48万 | 0.01% | 3,252 | 1 | 0.0% | $152 | 加仓 |
| EWJ | ISHARES INC | $49.58万 | 0.01% | 5,315 | 12 | 0.2% | $1,119 | 加仓 |
| LNT | ALLIANT ENERGY CORP | $50.90万 | 0.01% | 6,672 | 22 | 0.3% | $1,678 | 加仓 |
| RTX | RTX CORPORATION | $51.61万 | 0.01% | 2,720 | -465 | -14.6% | -$8.82万 | 减仓 |
| SBUX | STARBUCKS CORP | $53.75万 | 0.01% | 5,260 | 249 | 5.0% | $2.54万 | 加仓 |
| AAL | AMERICAN AIRLINES GROUP INC | $54.72万 | 0.01% | 30,284 | 169 | 0.6% | $3,054 | 加仓 |
| SPCX | SPACE EXPLORATION TECHN CORP | $59.89万 | 0.01% | 3,505 | 3,505 | — | $59.89万 | 新建仓 |
| MET | METLIFE INC | $60.50万 | 0.02% | 7,151 | 6 | 0.1% | $508 | 加仓 |
| PGR | PROGRESSIVE CORP | $61.28万 | 0.02% | 2,805 | 14 | 0.5% | $3,058 | 加仓 |
| ACN | ACCENTURE PLC IRELAND | $62.42万 | 0.02% | 5,016 | -1,190 | -19.2% | -$14.81万 | 减仓 |
| IRM | IRON MTN INC DEL | $62.56万 | 0.02% | 4,953 | 12 | 0.2% | $1,516 | 加仓 |
| QCOM | QUALCOMM INC | $64.03万 | 0.02% | 3,465 | -235 | -6.4% | -$4.34万 | 减仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $64.47万 | 0.02% | 17,538 | 165 | 0.9% | $6,065 | 加仓 |
| IWO | ISHARES TR | $65.32万 | 0.02% | 1,658 | 0 | 0.0% | — | 不变 |
| APO | APOLLO GLOBAL MGMT INC | $65.49万 | 0.02% | 5,536 | -2,050 | -27.0% | -$24.25万 | 减仓 |
| NTRS | NORTHERN TR CORP | $65.56万 | 0.02% | 3,771 | 13 | 0.3% | $2,260 | 加仓 |
| RRX | REGAL REXNORD CORPORATION | $66.60万 | 0.02% | 2,796 | 15 | 0.5% | $3,573 | 加仓 |
| DVA | DAVITA INC | $66.74万 | 0.02% | 3,000 | 0 | 0.0% | — | 不变 |
| ITW | ILLINOIS TOOL WKS INC | $67.75万 | 0.02% | 2,505 | 26 | 1.0% | $7,032 | 加仓 |
| IJJ | ISHARES TR | $68.68万 | 0.02% | 4,649 | 0 | 0.0% | — | 不变 |
| APH | AMPHENOL CORP | $69.28万 | 0.02% | 3,929 | 67 | 1.7% | $1.18万 | 加仓 |
| SLV | ISHARES SILVER TR | $69.39万 | 0.02% | 12,977 | -77 | -0.6% | -$4,117 | 减仓 |
| CORP | PIMCO ETF TR | $69.54万 | 0.02% | 7,176 | -18 | -0.3% | -$1,744 | 减仓 |
| BND | VANGUARD BD INDEX FDS | $69.73万 | 0.02% | 9,499 | 1,151 | 13.8% | $8.45万 | 加仓 |
| NFLX | NETFLIX INC. | $73.47万 | 0.02% | 10,290 | -4,986 | -32.6% | -$35.60万 | 减仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $74.89万 | 0.02% | 1 | 0 | 0.0% | — | 不变 |
| UPS | UNITED PARCEL SVCS INC | $75.07万 | 0.02% | 6,983 | 17 | 0.2% | $1,827 | 加仓 |
| BA | BOEING CO | $75.35万 | 0.02% | 3,481 | 20 | 0.6% | $4,329 | 加仓 |
| IWD | ISHARES TR | $76.15万 | 0.02% | 3,141 | 0 | 0.0% | — | 不变 |
| GD | GENERAL DYNAMICS CORP | $76.94万 | 0.02% | 2,172 | 5 | 0.2% | $1,771 | 加仓 |
| MCD | MCDONALDS CORP | $77.01万 | 0.02% | 2,849 | -5,507 | -65.9% | -$148.86万 | 减仓 |
| CMI | CUMMINS INC | $79.45万 | 0.02% | 1,114 | 5 | 0.5% | $3,566 | 加仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $79.92万 | 0.02% | 1,609 | 8 | 0.5% | $3,974 | 加仓 |
| IJT | ISHARES TR | $82.55万 | 0.02% | 4,622 | 0 | 0.0% | — | 不变 |
| IJR | ISHARES TR | $83.71万 | 0.02% | 5,644 | 3,897 | 223.1% | $57.80万 | 加仓 |
| CSCO | CISCO SYS INC | $87.89万 | 0.02% | 7,482 | 124 | 1.7% | $1.46万 | 加仓 |
| ROST | ROSS STORES INC | $88.61万 | 0.02% | 4,163 | 15 | 0.4% | $3,193 | 加仓 |
| SOXX | ISHARES TR | $93.68万 | 0.02% | 1,462 | 808 | 123.5% | $51.77万 | 加仓 |
| NVMI | NOVA LTD | $96.37万 | 0.02% | 1,775 | 0 | 0.0% | — | 不变 |
| XLK | SELECT SECTOR SPDR TR | $98.05万 | 0.02% | 5,147 | -57 | -1.1% | -$1.09万 | 减仓 |
| AGG | ISHARES TR | $101.57万 | 0.03% | 10,262 | 5,484 | 114.8% | $54.28万 | 加仓 |
| GRBK | GREEN BRICK PARTNERS INC | $104.20万 | 0.03% | 13,018 | 18 | 0.1% | $1,441 | 加仓 |
| MRVL | MARVELL TECHNOLOGY INC | $104.72万 | 0.03% | 3,515 | -1 | -0.0% | -$298 | 减仓 |
| AMGN | AMGEN INC | $107.89万 | 0.03% | 2,979 | -24 | -0.8% | -$8,692 | 减仓 |
| WPM | WHEATON PRECIOUS METALS CORP | $108.50万 | 0.03% | 9,660 | 0 | 0.0% | — | 不变 |
| MCK | MCKESSON CORP | $108.88万 | 0.03% | 1,441 | -103 | -6.7% | -$7.78万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $116.33万 | 0.03% | 2,265 | 555 | 32.5% | $28.50万 | 加仓 |
| PEB | PEBBLEBROOK HOTEL TR | $118.36万 | 0.03% | 60,979 | 0 | 0.0% | — | 不变 |
| NVO | NOVO-NORDISK A S | $119.68万 | 0.03% | 24,964 | -126 | -0.5% | -$6,040 | 减仓 |
| VGT | VANGUARD WORLD FD | $120.99万 | 0.03% | 10,123 | 83 | 0.8% | $9,920 | 加仓 |
| PG | PROCTER & GAMBLE CO | $121.64万 | 0.03% | 8,295 | -793 | -8.7% | -$11.63万 | 减仓 |
| DVY | ISHARES TR | $124.59万 | 0.03% | 7,971 | -493 | -5.8% | -$7.71万 | 减仓 |
| TIP | ISHARES TR | $125.79万 | 0.03% | 11,495 | 3,006 | 35.4% | $32.89万 | 加仓 |
| IJH | ISHARES TR | $125.91万 | 0.03% | 16,329 | 8,992 | 122.6% | $69.34万 | 加仓 |
| ULTA | ULTA BEAUTY INC | $138.90万 | 0.03% | 3,080 | -30 | -1.0% | -$1.35万 | 减仓 |
| IWN | ISHARES TR | $142.25万 | 0.04% | 6,431 | 0 | 0.0% | — | 不变 |
| MS | MORGAN STANLEY | $146.29万 | 0.04% | 6,998 | 3,463 | 98.0% | $72.39万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $146.97万 | 0.04% | 33,132 | 33,132 | — | $146.97万 | 新建仓 |
| JNJ | JOHNSON & JOHNSON | $147.82万 | 0.04% | 5,820 | -230 | -3.8% | -$5.84万 | 减仓 |
| CM | CANADIAN IMPERIAL BANK OF CO | $148.88万 | 0.04% | 12,946 | -1,500 | -10.4% | -$17.25万 | 减仓 |
| TFPM | TRIPLE FLAG PRECIOUS METAL | $151.44万 | 0.04% | 50,531 | 0 | 0.0% | — | 不变 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $159.17万 | 0.04% | 3,333 | 482 | 16.9% | $23.02万 | 加仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $159.18万 | 0.04% | 5,254 | 68 | 1.3% | $2.06万 | 加仓 |
| AEM | AGNICO EAGLE MINES LTD | $160.62万 | 0.04% | 10,354 | 10 | 0.1% | $1,551 | 加仓 |
| TXN | TEXAS INSTRS INC | $163.70万 | 0.04% | 5,492 | 592 | 12.1% | $17.65万 | 加仓 |
| XLU | SELECT SECTOR SPDR TR | $171.22万 | 0.04% | 37,763 | -2,683 | -6.6% | -$12.16万 | 减仓 |
| IWS | ISHARES TR | $171.56万 | 0.04% | 10,423 | -117 | -1.1% | -$1.93万 | 减仓 |
| DXCM | DEXCOM INC | $174.02万 | 0.04% | 25,838 | 2,734 | 11.8% | $18.41万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $191.41万 | 0.05% | 5,173 | -153 | -2.9% | -$5.66万 | 减仓 |
| IDXX | IDEXX LABS INC | $195.15万 | 0.05% | 3,707 | -11 | -0.3% | -$5,791 | 减仓 |
| ABT | ABBOTT LABORATORIES | $199.89万 | 0.05% | 22,029 | 2,435 | 12.4% | $22.10万 | 加仓 |
| IVV | ISHARES TR | $233.20万 | 0.06% | 3,114 | 19 | 0.6% | $1.42万 | 加仓 |
| IWF | ISHARES TR | $246.39万 | 0.06% | 19,843 | 531 | 2.7% | $6.59万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $252.79万 | 0.06% | 4,962 | -68 | -1.4% | -$3.46万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $253.75万 | 0.06% | 7,441 | -133 | -1.8% | -$4.54万 | 减仓 |
| CME | CME GROUP INC | $269.68万 | 0.07% | 12,212 | 1,021 | 9.1% | $22.55万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $287.40万 | 0.07% | 10,220 | 71 | 0.7% | $2.00万 | 加仓 |
| IJK | ISHARES TR | $292.55万 | 0.07% | 24,898 | -424 | -1.7% | -$4.98万 | 减仓 |
| XLV | SELECT SECTOR SPDR TR | $295.28万 | 0.07% | 18,611 | -2,694 | -12.6% | -$42.74万 | 减仓 |
| BSV | VANGUARD BD INDEX FDS | $297.55万 | 0.07% | 38,192 | -312 | -0.8% | -$2.43万 | 减仓 |
| FSLR | FIRST SOLAR INC | $303.28万 | 0.08% | 12,853 | 0 | 0.0% | — | 不变 |
| MU | MICRON TECHNOLOGY INC | $303.81万 | 0.08% | 2,632 | 1,823 | 225.3% | $210.43万 | 加仓 |
| VTIP | VANGUARD MALVERN FDS | $311.89万 | 0.08% | 62,092 | 20,697 | 50.0% | $103.96万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $334.31万 | 0.08% | 28,654 | -1,994 | -6.5% | -$23.26万 | 减仓 |
| KO | COCA COLA CO | $342.56万 | 0.09% | 42,151 | 14,006 | 49.8% | $113.83万 | 加仓 |
| — | FIRST TR EXCHANGE-TRADED FD | $343.02万 | 0.09% | 38,113 | 38,113 | — | $343.02万 | 新建仓 |
| SCHP | SCHWAB STRATEGIC TR | $349.66万 | 0.09% | 131,947 | -509 | -0.4% | -$1.35万 | 减仓 |
| QQQ | INVESCO QQQ TR | $352.39万 | 0.09% | 4,785 | -139 | -2.8% | -$10.24万 | 减仓 |
| SHY | ISHARES TR | $362.07万 | 0.09% | 44,095 | 3,050 | 7.4% | $25.04万 | 加仓 |