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 |
|---|---|---|---|---|---|---|---|---|
| VYM | VANGUARD WHITEHALL FDS | $2,019.67万 | 0.59% | 136,372 | -235 | -0.2% | -$3.48万 | 减仓 |
| XLE | SELECT SECTOR SPDR TR | $3,337.45万 | 0.97% | 544,801 | 544,801 | — | $3,337.45万 | 新建仓 |
| SPMO | INVESCO EXCH TRADED FD TR II | $3,970.67万 | 1.15% | 354,176 | 16,034 | 4.7% | $179.76万 | 加仓 |
| META | META PLATFORMS INC | $4,387.99万 | 1.27% | 76,696 | -2,075 | -2.6% | -$118.72万 | 减仓 |
| AVGO | BROADCOM INC | $5,381.66万 | 1.56% | 173,877 | 4,121 | 2.4% | $127.55万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $6,362.45万 | 1.85% | 216,292 | 2,998 | 1.4% | $88.19万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $6,716.68万 | 1.95% | 67,407 | -421 | -0.6% | -$41.95万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $6,825.77万 | 1.98% | 317,389 | 2,805 | 0.9% | $60.32万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $8,429.61万 | 2.45% | 175,910 | -2,140 | -1.2% | -$102.55万 | 减仓 |
| GEV | GE VERNOVA INC | $1.05亿 | 3.04% | 120,106 | 25,835 | 27.4% | $2,255.14万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $1.18亿 | 3.42% | 139,238 | 1,647 | 1.2% | $139.33万 | 加仓 |
| MSFT | MICROSOFT CORP | $1.68亿 | 4.89% | 455,098 | -7,387 | -1.6% | -$273.44万 | 减仓 |
| AMZN | AMAZON COM INC | $2.09亿 | 6.06% | 1,003,185 | -11,438 | -1.1% | -$238.22万 | 减仓 |
| GOOG | ALPHABET INC | $2.33亿 | 6.77% | 813,043 | -2,143 | -0.3% | -$61.47万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $2.46亿 | 7.15% | 1,412,739 | 1,570 | 0.1% | $27.38万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $5.57亿 | 16.15% | 1,274,384 | -5,133 | -0.4% | -$224.20万 | 减仓 |
| AAPL | APPLE INC | $9.96亿 | 28.90% | 3,924,612 | -33,667 | -0.9% | -$854.43万 | 减仓 |