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 |
|---|---|---|---|---|---|---|---|---|
| DIS | DISNEY WALT CO | $21.02万 | 0.01% | 2,181 | 2,181 | — | $21.02万 | 新建仓 |
| IUSG | ISHARES TR | $21.02万 | 0.01% | 1,355 | 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 |
| FBND | FIDELITY MERRIMACK STR TR | $20.75万 | 0.01% | 4,549 | 0 | 0.0% | — | 不变 |
| VIS | VANGUARD WORLD FD | $20.67万 | 0.01% | 662 | -31 | -4.5% | -$9,679 | 减仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $20.55万 | 0.01% | 1,569 | 1,569 | — | $20.55万 | 新建仓 |
| ETN | EATON CORP PLC | $20.32万 | 0.01% | 568 | -139 | -19.7% | -$4.97万 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $20.30万 | 0.01% | 6,617 | 6,617 | — | $20.30万 | 新建仓 |
| VOE | VANGUARD INDEX FDS | $20.30万 | 0.01% | 1,102 | 1,102 | — | $20.30万 | 新建仓 |
| OUNZ | VANECK MERK GOLD ETF | $20.04万 | 0.01% | 4,449 | 4,449 | — | $20.04万 | 新建仓 |
| OWL | BLUE OWL CAPITAL INC | $12.92万 | 0.00% | 14,147 | -13,839 | -49.4% | -$12.63万 | 减仓 |
| — | EMPERY DIGITAL INC | $8.46万 | 0.00% | 20,000 | 0 | 0.0% | — | 不变 |
| — | 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 |