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 |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | $388.01万 | 0.10% | 5,649 | -5 | -0.1% | -$3,434 | 减仓 |
| AMAT | APPLIED MATLS INC | $396.74万 | 0.10% | 5,487 | 10 | 0.2% | $7,230 | 加仓 |
| FNDE | SCHWAB STRATEGIC TR | $397.56万 | 0.10% | 100,191 | 24,714 | 32.7% | $98.07万 | 加仓 |
| GLW | CORNING INC | $412.73万 | 0.10% | 16,158 | 6 | 0.0% | $1,533 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $433.51万 | 0.11% | 81,626 | -463,175 | -85.0% | -$2,459.91万 | 减仓 |
| BE | BLOOM ENERGY CORP | $449.84万 | 0.11% | 14,861 | 14,861 | — | $449.84万 | 新建仓 |
| CAT | CATERPILLAR INC | $464.51万 | 0.12% | 4,362 | 1,927 | 79.1% | $205.21万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $471.50万 | 0.12% | 66,175 | 17,313 | 35.4% | $123.36万 | 加仓 |
| IDMO | INVESCO EXCH TRADED FD TR II | $501.55万 | 0.12% | 83,189 | 17,814 | 27.2% | $107.40万 | 加仓 |
| CVX | CHEVRON CORPORATION | $507.90万 | 0.13% | 30,641 | 3,328 | 12.2% | $55.16万 | 加仓 |
| USMV | ISHARES TR | $532.15万 | 0.13% | 55,168 | 10,870 | 24.5% | $104.85万 | 加仓 |
| LLY | ELI LILLY & CO | $548.17万 | 0.14% | 4,570 | 151 | 3.4% | $18.11万 | 加仓 |
| STIP | ISHARES TR | $553.84万 | 0.14% | 54,213 | 309 | 0.6% | $3.16万 | 加仓 |
| TSLA | TESLA INC | $559.31万 | 0.14% | 13,298 | -378 | -2.8% | -$15.90万 | 减仓 |
| BAC | BANK OF AMER CORP | $592.12万 | 0.15% | 103,917 | 10,441 | 11.2% | $59.49万 | 加仓 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $627.49万 | 0.16% | 77,411 | 77,411 | — | $627.49万 | 新建仓 |
| PH | PARKER-HANNIFIN CORP | $630.82万 | 0.16% | 6,449 | 705 | 12.3% | $68.96万 | 加仓 |
| SDVY | FIRST TR EXCHANGE TRADED FD | $677.97万 | 0.17% | 157,156 | 157,156 | — | $677.97万 | 新建仓 |
| META | META PLATFORMS INC | $683.68万 | 0.17% | 12,137 | -64,559 | -84.2% | -$3,636.63万 | 减仓 |
| GE | GE AEROSPACE | $690.80万 | 0.17% | 18,484 | 2,657 | 16.8% | $99.30万 | 加仓 |
| ABBV | ABBVIE INC | $935.12万 | 0.23% | 37,161 | 10,843 | 41.2% | $272.85万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $1,026.48万 | 0.25% | 17,670 | -263 | -1.5% | -$15.28万 | 减仓 |
| AIPO | TIDAL TRUST II | $1,177.64万 | 0.29% | 352,481 | 352,481 | — | $1,177.64万 | 新建仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $1,178.76万 | 0.29% | 15,785 | -203 | -1.3% | -$15.16万 | 减仓 |
| VBK | VANGUARD INDEX FDS | $1,226.46万 | 0.30% | 33,537 | -1,265 | -3.6% | -$46.26万 | 减仓 |
| FDVV | FIDELITY COVINGTON TRUST | $1,322.36万 | 0.33% | 219,333 | 37,671 | 20.7% | $227.12万 | 加仓 |
| GOOGL | ALPHABET INC | $1,483.44万 | 0.37% | 41,510 | 517 | 1.3% | $18.48万 | 加仓 |
| WMT | WALMART INC | $1,778.72万 | 0.44% | 157,048 | 12,389 | 8.6% | $140.32万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $1,878.82万 | 0.47% | 118,890 | -17,482 | -12.8% | -$276.27万 | 减仓 |
| VB | VANGUARD INDEX FDS | $1,888.77万 | 0.47% | 62,311 | 8,852 | 16.6% | $268.32万 | 加仓 |
| V | VISA INC | $2,063.08万 | 0.51% | 60,132 | 1,242 | 2.1% | $42.61万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $2,473.78万 | 0.61% | 113,513 | 28,995 | 34.3% | $631.89万 | 加仓 |
| IWY | ISHARES TR | $2,607.00万 | 0.65% | 89,705 | 11,441 | 14.6% | $332.50万 | 加仓 |
| SMH | VANECK ETF TRUST | $4,580.43万 | 1.14% | 69,835 | 69,835 | — | $4,580.43万 | 新建仓 |
| COST | COSTCO WHOLESALE CORPORATION | $6,287.27万 | 1.56% | 67,210 | -197 | -0.3% | -$18.43万 | 减仓 |
| AVGO | BROADCOM INC | $6,842.05万 | 1.70% | 181,126 | 7,249 | 4.2% | $273.83万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $6,990.05万 | 1.74% | 139,692 | -36,218 | -20.6% | -$1,812.31万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $7,182.00万 | 1.78% | 219,412 | 3,120 | 1.4% | $102.13万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $7,646.53万 | 1.90% | 323,157 | 5,768 | 1.8% | $136.48万 | 加仓 |
| MSFT | MICROSOFT CORP | $1.18亿 | 2.93% | 316,280 | -138,818 | -30.5% | -$5,178.19万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $1.42亿 | 3.54% | 140,897 | 1,659 | 1.2% | $167.79万 | 加仓 |
| GEV | GE VERNOVA INC | $1.45亿 | 3.60% | 123,244 | 3,138 | 2.6% | $368.67万 | 加仓 |
| SPMO | INVESCO EXCH TRADED FD TR II | $1.47亿 | 3.66% | 912,173 | 557,997 | 157.5% | $9,013.89万 | 加仓 |
| AMZN | AMAZON COM INC | $2.40亿 | 5.95% | 1,005,472 | 2,287 | 0.2% | $54.51万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $2.85亿 | 7.08% | 1,425,507 | 12,768 | 0.9% | $255.47万 | 加仓 |
| GOOG | ALPHABET INC | $2.88亿 | 7.15% | 815,271 | 2,228 | 0.3% | $78.72万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $6.56亿 | 16.30% | 7,621,304 | -25,000 | -0.3% | -$215.35万 | 减仓 |
| AAPL | APPLE INC | $11.38亿 | 28.26% | 3,933,000 | 8,388 | 0.2% | $242.72万 | 加仓 |