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 |
|---|---|---|---|---|---|---|---|---|
| — | CYBERARK SOFTWARE LTD | $0 | 0.00% | 0 | -1,816 | -100.0% | -$81.00万 | 清仓 |
| VCLT | VANGUARD SCOTTSDALE FDS | $0 | 0.00% | 0 | -4,291 | -100.0% | -$32.55万 | 清仓 |
| INTU | INTUIT | $0 | 0.00% | 0 | -448 | -100.0% | -$29.68万 | 清仓 |
| WDAY | WORKDAY INC | $0 | 0.00% | 0 | -1,000 | -100.0% | -$21.48万 | 清仓 |
| SSRM | SSR MINING IN | $0 | 0.00% | 0 | -9,410 | -100.0% | -$20.63万 | 清仓 |
| — | EMPERY DIGITAL INC | $8.46万 | 0.00% | 20,000 | 0 | 0.0% | — | 不变 |
| OWL | BLUE OWL CAPITAL INC | $12.92万 | 0.00% | 14,147 | -13,839 | -49.4% | -$12.63万 | 减仓 |
| OUNZ | VANECK MERK GOLD ETF | $20.04万 | 0.01% | 4,449 | 4,449 | — | $20.04万 | 新建仓 |
| VOE | VANGUARD INDEX FDS | $20.30万 | 0.01% | 1,102 | 1,102 | — | $20.30万 | 新建仓 |
| SCHD | SCHWAB STRATEGIC TR | $20.30万 | 0.01% | 6,617 | 6,617 | — | $20.30万 | 新建仓 |
| ETN | EATON CORP PLC | $20.32万 | 0.01% | 568 | -139 | -19.7% | -$4.97万 | 减仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $20.55万 | 0.01% | 1,569 | 1,569 | — | $20.55万 | 新建仓 |
| VIS | VANGUARD WORLD FD | $20.67万 | 0.01% | 662 | -31 | -4.5% | -$9,679 | 减仓 |
| FBND | FIDELITY MERRIMACK STR TR | $20.75万 | 0.01% | 4,549 | 0 | 0.0% | — | 不变 |
| WEC | WEC ENERGY GROUP INC | $20.80万 | 0.01% | 1,797 | 1,797 | — | $20.80万 | 新建仓 |
| IUSG | ISHARES TR | $21.02万 | 0.01% | 1,355 | 0 | 0.0% | — | 不变 |
| DIS | DISNEY WALT CO | $21.02万 | 0.01% | 2,181 | 2,181 | — | $21.02万 | 新建仓 |
| NOW | SERVICENOW INC | $21.19万 | 0.01% | 2,027 | -4,425 | -68.6% | -$46.26万 | 减仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $21.30万 | 0.01% | 617 | 617 | — | $21.30万 | 新建仓 |
| SOXX | ISHARES TR | $21.49万 | 0.01% | 654 | 654 | — | $21.49万 | 新建仓 |
| IJR | ISHARES TR | $21.72万 | 0.01% | 1,747 | 82 | 4.9% | $1.02万 | 加仓 |
| KKR | KKR & CO INC | $21.95万 | 0.01% | 2,373 | -173,585 | -98.7% | -$1,605.69万 | 减仓 |
| EW | EDWARDS LIFESCIENCES CORP | $22.10万 | 0.01% | 2,760 | -500 | -15.3% | -$4.00万 | 减仓 |
| RACE | FERRARI N V | $22.17万 | 0.01% | 655 | -5 | -0.8% | -$1,692 | 减仓 |
| PSX | PHILLIPS 66 | $22.24万 | 0.01% | 1,221 | 1,221 | — | $22.24万 | 新建仓 |
| — | ISHARES ETHEREUM TR | $22.78万 | 0.01% | 14,390 | 0 | 0.0% | — | 不变 |
| AXON | AXON ENTERPRISE INC | $22.93万 | 0.01% | 540 | -47 | -8.0% | -$2.00万 | 减仓 |
| COR | CENCORA INC | $22.96万 | 0.01% | 731 | 1 | 0.1% | $314 | 加仓 |
| T | AT&T INC | $22.99万 | 0.01% | 7,929 | 301 | 3.9% | $8,726 | 重新持有 |
| COKE | COCA COLA CONS INC | $23.97万 | 0.01% | 1,250 | 1,250 | — | $23.97万 | 新建仓 |
| ALNY | ALNYLAM PHARMACEUTICALS INC | $23.99万 | 0.01% | 725 | 0 | 0.0% | — | 不变 |
| IVW | ISHARES TR | $24.02万 | 0.01% | 2,124 | 0 | 0.0% | — | 不变 |
| OEF | ISHARES TR | $24.05万 | 0.01% | 756 | 0 | 0.0% | — | 不变 |
| MO | ALTRIA GROUP INC | $24.47万 | 0.01% | 3,708 | 7 | 0.2% | $462 | 加仓 |
| SYK | STRYKER CORPORATION | $24.54万 | 0.01% | 747 | -61 | -7.5% | -$2.00万 | 减仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $24.66万 | 0.01% | 2,980 | 115 | 4.0% | $9,516 | 加仓 |
| IWM | ISHARES TR | $25.41万 | 0.01% | 1,025 | 1,025 | — | $25.41万 | 新建仓 |
| RSG | REPUBLIC SVCS INC | $25.65万 | 0.01% | 1,171 | 6 | 0.5% | $1,314 | 加仓 |
| PWR | QUANTA SVCS INC | $25.86万 | 0.01% | 471 | 471 | — | $25.86万 | 新建仓 |
| ORCL | ORACLE CORP | $25.90万 | 0.01% | 1,760 | -272,409 | -99.4% | -$4,008.20万 | 减仓 |
| GLD | SPDR GOLD TR | $26.20万 | 0.01% | 609 | 609 | — | $26.20万 | 新建仓 |
| ENS | ENERSYS | $26.22万 | 0.01% | 1,509 | 2 | 0.1% | $347 | 加仓 |
| PFE | PFIZER INC | $26.22万 | 0.01% | 9,337 | -175 | -1.8% | -$4,914 | 减仓 |
| ED | CONSOLIDATED EDISON INC | $26.26万 | 0.01% | 2,320 | 0 | 0.0% | — | 不变 |
| HYG | ISHARES TR | $26.85万 | 0.01% | 3,375 | 0 | 0.0% | — | 不变 |
| HDV | ISHARES TR | $27.32万 | 0.01% | 2,013 | -114 | -5.4% | -$1.55万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $27.33万 | 0.01% | 809 | 63 | 8.4% | $2.13万 | 加仓 |
| WTFC | WINTRUST FINL CORP | $27.79万 | 0.01% | 2,000 | 0 | 0.0% | — | 不变 |
| VOOG | VANGUARD ADMIRAL FDS INC | $27.97万 | 0.01% | 686 | 0 | 0.0% | — | 不变 |
| CRH | CRH PLC | $28.78万 | 0.01% | 2,738 | 1 | 0.0% | $105 | 加仓 |
| VO | VANGUARD INDEX FDS | $29.35万 | 0.01% | 1,022 | -29 | -2.8% | -$8,329 | 减仓 |
| AMX | AMERICA MOVIL SAB DE CV | $30.07万 | 0.01% | 11,800 | 0 | 0.0% | — | 不变 |
| CEG | CONSTELLATION ENERGY CORP | $30.44万 | 0.01% | 1,090 | 1 | 0.1% | $279 | 加仓 |
| PYPL | PAYPAL HLDGS INC | $30.84万 | 0.01% | 6,819 | -490 | -6.7% | -$2.22万 | 减仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $31.14万 | 0.01% | 8,104 | 895 | 12.4% | $3.44万 | 加仓 |
| XLY | SELECT SECTOR SPDR TR | $32.06万 | 0.01% | 2,942 | 0 | 0.0% | — | 不变 |
| TMUS | T-MOBILE US INC | $32.18万 | 0.01% | 1,532 | 7 | 0.5% | $1,470 | 加仓 |
| VRT | VERTIV HOLDINGS CO | $32.27万 | 0.01% | 1,288 | 11 | 0.9% | $2,756 | 加仓 |
| AAL | AMERICAN AIRLINES GROUP INC | $32.34万 | 0.01% | 30,115 | 0 | 0.0% | — | 不变 |
| AXP | AMERICAN EXPRESS CO | $32.52万 | 0.01% | 1,075 | 0 | 0.0% | — | 不变 |
| HSY | HERSHEY CO | $32.64万 | 0.01% | 1,570 | 32 | 2.1% | $6,652 | 加仓 |
| VBR | VANGUARD INDEX FDS | $33.43万 | 0.01% | 1,539 | 488 | 46.4% | $10.60万 | 加仓 |
| ALB | ALBEMARLE CORP | $33.70万 | 0.01% | 1,877 | -123 | -6.2% | -$2.21万 | 减仓 |
| BMO | BANK MONTREAL MEDIUM | $33.84万 | 0.01% | 2,500 | 0 | 0.0% | — | 不变 |
| SHOP | SHOPIFY INC | $34.36万 | 0.01% | 2,897 | -683 | -19.1% | -$8.10万 | 减仓 |
| MRVL | MARVELL TECHNOLOGY INC | $34.83万 | 0.01% | 3,516 | 473 | 15.5% | $4.69万 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $34.93万 | 0.01% | 1,719 | -39 | -2.2% | -$7,924 | 减仓 |
| HCA | HCA HEALTHCARE INC | $35.58万 | 0.01% | 752 | 9 | 1.2% | $4,259 | 加仓 |
| IWP | ISHARES TR | $37.26万 | 0.01% | 2,908 | -97 | -3.2% | -$1.24万 | 减仓 |
| IEFA | ISHARES TR | $38.16万 | 0.01% | 4,215 | 4,215 | — | $38.16万 | 新建仓 |
| TJX | TJX COS INC NEW | $38.17万 | 0.01% | 2,390 | 183 | 8.3% | $2.92万 | 加仓 |
| HYMB | SPDR SERIES TRUST | $38.54万 | 0.01% | 15,542 | 0 | 0.0% | — | 不变 |
| LULU | LULULEMON ATHLETICA INC | $39.04万 | 0.01% | 2,550 | 2,550 | — | $39.04万 | 新建仓 |
| DLN | WISDOMTREE TR | $39.31万 | 0.01% | 4,400 | -350 | -7.4% | -$3.13万 | 减仓 |
| AMP | AMERIPRISE FINL INC | $39.55万 | 0.01% | 890 | 0 | 0.0% | — | 不变 |
| COF | CAPITAL ONE FINL CORP | $40.02万 | 0.01% | 2,194 | 15 | 0.7% | $2,736 | 加仓 |
| COP | CONOCOPHILLIPS | $40.33万 | 0.01% | 3,056 | 20 | 0.7% | $2,640 | 加仓 |
| FERG | FERGUSON ENTERPRISES INC | $40.70万 | 0.01% | 1,745 | 15 | 0.9% | $3,499 | 加仓 |
| MSI | MOTOROLA SOLUTIONS INC | $40.97万 | 0.01% | 944 | 79 | 9.1% | $3.43万 | 加仓 |
| IVE | ISHARES TR | $41.35万 | 0.01% | 1,958 | 6 | 0.3% | $1,267 | 加仓 |
| LQD | ISHARES TR | $41.79万 | 0.01% | 3,834 | 0 | 0.0% | — | 不变 |
| — | WISDOMTREE TR | $43.12万 | 0.01% | 3,727 | -20 | -0.5% | -$2,314 | 减仓 |
| PEP | PEPSICO INC | $43.57万 | 0.01% | 2,806 | -24 | -0.8% | -$3,727 | 减仓 |
| PFF | ISHARES TR | $44.05万 | 0.01% | 14,528 | 625 | 4.5% | $1.90万 | 加仓 |
| WM | WASTE MGMT INC DEL | $44.10万 | 0.01% | 1,919 | 2 | 0.1% | $460 | 加仓 |
| BX | BLACKSTONE INC | $44.52万 | 0.01% | 3,872 | -663 | -14.6% | -$7.62万 | 减仓 |
| EWJ | ISHARES INC | $44.78万 | 0.01% | 5,303 | 13 | 0.2% | $1,098 | 加仓 |
| SBUX | STARBUCKS CORP | $44.90万 | 0.01% | 5,011 | 247 | 5.2% | $2.21万 | 加仓 |
| DVA | DAVITA INC | $46.11万 | 0.01% | 3,000 | 0 | 0.0% | — | 不变 |
| ECL | ECOLAB INC | $47.25万 | 0.01% | 1,776 | -101 | -5.4% | -$2.69万 | 减仓 |
| AGG | ISHARES TR | $47.43万 | 0.01% | 4,778 | -393 | -7.6% | -$3.90万 | 减仓 |
| SDY | SPDR SERIES TRUST | $47.45万 | 0.01% | 3,251 | -220 | -6.3% | -$3.21万 | 减仓 |
| QCOM | QUALCOMM INC | $47.65万 | 0.01% | 3,700 | -7 | -0.2% | -$901 | 减仓 |
| LNT | ALLIANT ENERGY CORP | $47.72万 | 0.01% | 6,650 | 3 | 0.0% | $215 | 加仓 |
| APH | AMPHENOL CORP | $48.80万 | 0.01% | 3,862 | 496 | 14.7% | $6.27万 | 加仓 |
| IJH | ISHARES TR | $49.55万 | 0.01% | 7,337 | 631 | 9.4% | $4.26万 | 加仓 |
| IRM | IRON MTN INC DEL | $50.47万 | 0.01% | 4,941 | 2 | 0.0% | $204 | 加仓 |
| MET | METLIFE INC | $50.53万 | 0.01% | 7,145 | 22 | 0.3% | $1,556 | 加仓 |
| IWO | ISHARES TR | $52.03万 | 0.02% | 1,658 | 0 | 0.0% | — | 不变 |
| RRX | REGAL REXNORD CORPORATION | $52.08万 | 0.02% | 2,781 | 21 | 0.8% | $3,932 | 加仓 |