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 |
|---|---|---|---|---|---|---|---|---|
| ROST | ROSS STORES INC | $88.61万 | 0.02% | 4,163 | 15 | 0.4% | $3,193 | 加仓 |
| CSCO | CISCO SYS INC | $87.89万 | 0.02% | 7,482 | 124 | 1.7% | $1.46万 | 加仓 |
| IJR | ISHARES TR | $83.71万 | 0.02% | 5,644 | 3,897 | 223.1% | $57.80万 | 加仓 |
| IJT | ISHARES TR | $82.55万 | 0.02% | 4,622 | 0 | 0.0% | — | 不变 |
| VRTX | VERTEX PHARMACEUTICALS INC | $79.92万 | 0.02% | 1,609 | 8 | 0.5% | $3,974 | 加仓 |
| CMI | CUMMINS INC | $79.45万 | 0.02% | 1,114 | 5 | 0.5% | $3,566 | 加仓 |
| MCD | MCDONALDS CORP | $77.01万 | 0.02% | 2,849 | -5,507 | -65.9% | -$148.86万 | 减仓 |
| GD | GENERAL DYNAMICS CORP | $76.94万 | 0.02% | 2,172 | 5 | 0.2% | $1,771 | 加仓 |
| IWD | ISHARES TR | $76.15万 | 0.02% | 3,141 | 0 | 0.0% | — | 不变 |
| BA | BOEING CO | $75.35万 | 0.02% | 3,481 | 20 | 0.6% | $4,329 | 加仓 |
| UPS | UNITED PARCEL SVCS INC | $75.07万 | 0.02% | 6,983 | 17 | 0.2% | $1,827 | 加仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $74.89万 | 0.02% | 1 | 0 | 0.0% | — | 不变 |
| NFLX | NETFLIX INC. | $73.47万 | 0.02% | 10,290 | -4,986 | -32.6% | -$35.60万 | 减仓 |
| BND | VANGUARD BD INDEX FDS | $69.73万 | 0.02% | 9,499 | 1,151 | 13.8% | $8.45万 | 加仓 |
| CORP | PIMCO ETF TR | $69.54万 | 0.02% | 7,176 | -18 | -0.3% | -$1,744 | 减仓 |
| SLV | ISHARES SILVER TR | $69.39万 | 0.02% | 12,977 | -77 | -0.6% | -$4,117 | 减仓 |
| APH | AMPHENOL CORP | $69.28万 | 0.02% | 3,929 | 67 | 1.7% | $1.18万 | 加仓 |
| IJJ | ISHARES TR | $68.68万 | 0.02% | 4,649 | 0 | 0.0% | — | 不变 |
| ITW | ILLINOIS TOOL WKS INC | $67.75万 | 0.02% | 2,505 | 26 | 1.0% | $7,032 | 加仓 |
| DVA | DAVITA INC | $66.74万 | 0.02% | 3,000 | 0 | 0.0% | — | 不变 |
| RRX | REGAL REXNORD CORPORATION | $66.60万 | 0.02% | 2,796 | 15 | 0.5% | $3,573 | 加仓 |
| NTRS | NORTHERN TR CORP | $65.56万 | 0.02% | 3,771 | 13 | 0.3% | $2,260 | 加仓 |
| APO | APOLLO GLOBAL MGMT INC | $65.49万 | 0.02% | 5,536 | -2,050 | -27.0% | -$24.25万 | 减仓 |
| IWO | ISHARES TR | $65.32万 | 0.02% | 1,658 | 0 | 0.0% | — | 不变 |
| EPD | ENTERPRISE PRODS PARTNERS L | $64.47万 | 0.02% | 17,538 | 165 | 0.9% | $6,065 | 加仓 |
| QCOM | QUALCOMM INC | $64.03万 | 0.02% | 3,465 | -235 | -6.4% | -$4.34万 | 减仓 |
| IRM | IRON MTN INC DEL | $62.56万 | 0.02% | 4,953 | 12 | 0.2% | $1,516 | 加仓 |
| ACN | ACCENTURE PLC IRELAND | $62.42万 | 0.02% | 5,016 | -1,190 | -19.2% | -$14.81万 | 减仓 |
| PGR | PROGRESSIVE CORP | $61.28万 | 0.02% | 2,805 | 14 | 0.5% | $3,058 | 加仓 |
| MET | METLIFE INC | $60.50万 | 0.02% | 7,151 | 6 | 0.1% | $508 | 加仓 |
| SPCX | SPACE EXPLORATION TECHN CORP | $59.89万 | 0.01% | 3,505 | 3,505 | — | $59.89万 | 新建仓 |
| AAL | AMERICAN AIRLINES GROUP INC | $54.72万 | 0.01% | 30,284 | 169 | 0.6% | $3,054 | 加仓 |
| SBUX | STARBUCKS CORP | $53.75万 | 0.01% | 5,260 | 249 | 5.0% | $2.54万 | 加仓 |
| RTX | RTX CORPORATION | $51.61万 | 0.01% | 2,720 | -465 | -14.6% | -$8.82万 | 减仓 |
| LNT | ALLIANT ENERGY CORP | $50.90万 | 0.01% | 6,672 | 22 | 0.3% | $1,678 | 加仓 |
| EWJ | ISHARES INC | $49.58万 | 0.01% | 5,315 | 12 | 0.2% | $1,119 | 加仓 |
| SDY | SPDR SERIES TRUST | $49.48万 | 0.01% | 3,252 | 1 | 0.0% | $152 | 加仓 |
| — | WISDOMTREE TR | $48.87万 | 0.01% | 3,727 | 0 | 0.0% | — | 不变 |
| EEM | ISHARES TR | $48.08万 | 0.01% | 7,028 | 7,028 | — | $48.08万 | 新建仓 |
| ECL | ECOLAB INC | $47.78万 | 0.01% | 1,715 | -61 | -3.4% | -$1.70万 | 减仓 |
| DBEF | DBX ETF TR | $47.22万 | 0.01% | 8,644 | 8,644 | — | $47.22万 | 新建仓 |
| CRM | SALESFORCE INC | $45.87万 | 0.01% | 2,928 | -1,067 | -26.7% | -$16.72万 | 减仓 |
| IEFA | ISHARES TR | $45.36万 | 0.01% | 4,696 | 481 | 11.4% | $4.65万 | 加仓 |
| IVE | ISHARES TR | $44.63万 | 0.01% | 1,966 | 8 | 0.4% | $1,816 | 加仓 |
| PFF | ISHARES TR | $44.32万 | 0.01% | 14,537 | 9 | 0.1% | $274 | 加仓 |
| COF | CAPITAL ONE FINL CORP | $44.30万 | 0.01% | 2,208 | 14 | 0.6% | $2,809 | 加仓 |
| ICF | ISHARES TR | $43.54万 | 0.01% | 6,438 | 6,438 | — | $43.54万 | 新建仓 |
| VRT | VERTIV HOLDINGS CO | $43.12万 | 0.01% | 1,288 | 0 | 0.0% | — | 不变 |
| WM | WASTE MGMT INC DEL | $42.90万 | 0.01% | 1,925 | 6 | 0.3% | $1,337 | 加仓 |
| IWP | ISHARES TR | $42.50万 | 0.01% | 2,903 | -5 | -0.2% | -$732 | 减仓 |
| DLN | WISDOMTREE TR | $42.38万 | 0.01% | 4,400 | 0 | 0.0% | — | 不变 |
| LQD | ISHARES TR | $41.82万 | 0.01% | 3,834 | 0 | 0.0% | — | 不变 |
| FERG | FERGUSON ENTERPRISES INC | $41.41万 | 0.01% | 1,745 | 0 | 0.0% | — | 不变 |
| AMP | AMERIPRISE FINL INC | $40.51万 | 0.01% | 883 | -7 | -0.8% | -$3,211 | 减仓 |
| MSI | MOTOROLA SOLUTIONS INC | $39.66万 | 0.01% | 955 | 11 | 1.2% | $4,568 | 加仓 |
| HYMB | SPDR SERIES TRUST | $39.54万 | 0.01% | 15,542 | 0 | 0.0% | — | 不变 |
| ALB | ALBEMARLE CORP | $38.85万 | 0.01% | 2,877 | 1,000 | 53.3% | $13.50万 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $38.72万 | 0.01% | 1,729 | 10 | 0.6% | $2,240 | 加仓 |
| PENG | PENGUIN SOLUTIONS INC | $38.07万 | 0.01% | 5,008 | 5,008 | — | $38.07万 | 新建仓 |
| PEP | PEPSICO INC | $37.91万 | 0.01% | 2,800 | -6 | -0.2% | -$812 | 减仓 |
| IWM | ISHARES TR | $37.39万 | 0.01% | 1,245 | 220 | 21.5% | $6.61万 | 加仓 |
| WFC | WELLS FARGO & CO | $37.12万 | 0.01% | 4,492 | 4,492 | — | $37.12万 | 新建仓 |
| AXP | AMERICAN EXPRESS CO | $36.98万 | 0.01% | 1,093 | 18 | 1.7% | $6,090 | 加仓 |
| SHOP | SHOPIFY INC | $36.78万 | 0.01% | 3,221 | 324 | 11.2% | $3.70万 | 加仓 |
| TJX | TJX COS INC NEW | $36.56万 | 0.01% | 2,413 | 23 | 1.0% | $3,485 | 加仓 |
| XLY | SELECT SECTOR SPDR TR | $35.40万 | 0.01% | 3,018 | 76 | 2.6% | $8,913 | 加仓 |
| VBR | VANGUARD INDEX FDS | $35.35万 | 0.01% | 1,455 | -84 | -5.5% | -$2.04万 | 减仓 |
| ENS | ENERSYS | $35.29万 | 0.01% | 1,509 | 0 | 0.0% | — | 不变 |
| PWR | QUANTA SVCS INC | $34.20万 | 0.01% | 475 | 4 | 0.8% | $2,880 | 加仓 |
| VOOG | VANGUARD ADMIRAL FDS INC | $34.01万 | 0.01% | 4,116 | 0 | 0.0% | — | 不变 |
| VO | VANGUARD INDEX FDS | $33.11万 | 0.01% | 4,109 | 21 | 0.5% | $1,692 | 加仓 |
| WTFC | WINTRUST FINL CORP | $32.77万 | 0.01% | 2,039 | 39 | 1.9% | $6,268 | 加仓 |
| COP | CONOCOPHILLIPS | $32.53万 | 0.01% | 3,129 | 73 | 2.4% | $7,589 | 加仓 |
| HD | HOME DEPOT INC | $32.37万 | 0.01% | 918 | -8,774 | -90.5% | -$309.39万 | 减仓 |
| KLAC | KLA CORP | $31.38万 | 0.01% | 1,040 | 1,040 | — | $31.38万 | 新建仓 |
| SCHW | SCHWAB CHARLES CORP | $31.04万 | 0.01% | 3,364 | -15,665 | -82.3% | -$144.52万 | 减仓 |
| AMX | AMERICA MOVIL SAB DE CV | $30.67万 | 0.01% | 11,800 | 0 | 0.0% | — | 不变 |
| AXON | AXON ENTERPRISE INC | $30.27万 | 0.01% | 540 | 0 | 0.0% | — | 不变 |
| VNQ | VANGUARD INDEX FDS | $30.03万 | 0.01% | 3,115 | 3,115 | — | $30.03万 | 新建仓 |
| FITB | FIFTH THIRD BANCORP | $29.86万 | 0.01% | 5,298 | 5,298 | — | $29.86万 | 新建仓 |
| PYPL | PAYPAL HLDGS INC | $29.49万 | 0.01% | 6,829 | 10 | 0.1% | $432 | 加仓 |
| HCA | HCA HEALTHCARE INC | $29.31万 | 0.01% | 752 | 0 | 0.0% | — | 不变 |
| CRH | CRH PLC | $29.30万 | 0.01% | 2,738 | 0 | 0.0% | — | 不变 |
| IVW | ISHARES TR | $29.21万 | 0.01% | 2,124 | 0 | 0.0% | — | 不变 |
| HON | HONEYWELL INTL INC | $28.24万 | 0.01% | 1,261 | -1,257 | -49.9% | -$28.15万 | 减仓 |
| HONA | HONEYWELL AEROSPACE INC | $28.08万 | 0.01% | 1,270 | 1,270 | — | $28.08万 | 新建仓 |
| OEF | ISHARES TR | $27.00万 | 0.01% | 738 | -18 | -2.4% | -$6,586 | 减仓 |
| HYG | ISHARES TR | $26.95万 | 0.01% | 3,370 | -5 | -0.1% | -$400 | 减仓 |
| URI | UNITED RENTALS INC | $26.92万 | 0.01% | 238 | 238 | — | $26.92万 | 新建仓 |
| HSY | HERSHEY CO | $26.26万 | 0.01% | 1,497 | -73 | -4.6% | -$1.28万 | 减仓 |
| IUSG | ISHARES TR | $26.13万 | 0.01% | 1,389 | 34 | 2.5% | $6,395 | 加仓 |
| TMUS | T-MOBILE US INC | $26.09万 | 0.01% | 1,556 | 24 | 1.6% | $4,024 | 加仓 |
| HDV | ISHARES TR | $25.77万 | 0.01% | 9,402 | -663 | -6.6% | -$1.82万 | 减仓 |
| GLD | SPDR GOLD TR | $25.68万 | 0.01% | 697 | 88 | 14.4% | $3.24万 | 加仓 |
| ED | CONSOLIDATED EDISON INC | $25.67万 | 0.01% | 2,320 | 0 | 0.0% | — | 不变 |
| IWR | ISHARES TR | $25.55万 | 0.01% | 2,316 | 2,316 | — | $25.55万 | 新建仓 |
| RSG | REPUBLIC SVCS INC | $25.25万 | 0.01% | 1,185 | 14 | 1.2% | $2,983 | 加仓 |
| MO | ALTRIA GROUP INC | $25.23万 | 0.01% | 3,506 | -202 | -5.4% | -$1.45万 | 减仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $24.66万 | 0.01% | 2,984 | 4 | 0.1% | $331 | 加仓 |
| LRCX | LAM RESEARCH CORP | $24.48万 | 0.01% | 565 | 565 | — | $24.48万 | 新建仓 |