Forza Wealth Management, LLC
SARASOTA FL · SEC CIK 0001963030
$2.87亿2026Q1 申报市值
188持仓数
29.3%前十大占比 · 第一大 6.1%
5 / 1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
EQWL 加仓+$133.67万
PANW 新建仓+$74.56万
DUSB 加仓+$68.46万
DFAI 加仓+$63.23万
VCSH 加仓+$58.38万
2026Q1 卖出最多 按季末市值估算
IAU 减仓-$100.15万
CYBERARK SOFTWAR 清仓-$94.34万
JPST 减仓-$35.33万
EXXON MOBIL CORP 减仓-$15.97万
VYM 减仓-$11.86万
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 |
|---|---|---|---|---|---|---|---|---|
| GE | GE AEROSPACE | $67.96万 | 0.24% | 2,395 | 0 | 0.0% | — | 不变 |
| UPS | UNITED PARCEL SVCS INC | $67.69万 | 0.24% | 6,880 | 308 | 4.7% | $3.03万 | 加仓 |
| WM | WASTE MGMT INC DEL | $66.69万 | 0.23% | 2,902 | 0 | 0.0% | — | 不变 |
| LHX | L3HARRIS TECHNOLOGIES INC | $66.65万 | 0.23% | 1,931 | 0 | 0.0% | — | 不变 |
| PEP | PEPSICO INC | $64.83万 | 0.23% | 4,175 | 0 | 0.0% | — | 不变 |
| SPAB | SPDR SERIES TRUST | $64.43万 | 0.22% | 25,150 | 0 | 0.0% | — | 不变 |
| GPC | GENUINE PARTS CO | $64.33万 | 0.22% | 6,083 | 235 | 4.0% | $2.49万 | 加仓 |
| LYB | LYONDELLBASELL INDUSTRIES NV | $63.08万 | 0.22% | 7,830 | -1,455 | -15.7% | -$11.72万 | 减仓 |
| SLB | SLB LIMITED | $62.62万 | 0.22% | 12,186 | 1,284 | 11.8% | $6.60万 | 加仓 |
| CAT | CATERPILLAR INC | $62.10万 | 0.22% | 876 | 254 | 40.8% | $18.01万 | 加仓 |
| SPIB | SPDR SERIES TRUST | $62.08万 | 0.22% | 18,510 | 0 | 0.0% | — | 不变 |
| GUNR | FLEXSHARES TR | $61.99万 | 0.22% | 11,238 | 0 | 0.0% | — | 不变 |
| MDT | MEDTRONIC PLC | $61.41万 | 0.21% | 7,087 | 288 | 4.2% | $2.50万 | 加仓 |
| PSX | PHILLIPS 66 | $60.67万 | 0.21% | 3,330 | 163 | 5.1% | $2.97万 | 加仓 |
| ECG | EVERUS CONSTR GROUP | $60.40万 | 0.21% | 5,116 | 0 | 0.0% | — | 不变 |
| COHR | COHERENT CORP | $58.62万 | 0.20% | 2,461 | 0 | 0.0% | — | 不变 |
| USB | US BANCORP | $56.78万 | 0.20% | 10,917 | 0 | 0.0% | — | 不变 |
| PPL | PPL CORP | $55.83万 | 0.19% | 14,616 | 0 | 0.0% | — | 不变 |
| PRU | PRUDENTIAL FINL INC | $55.17万 | 0.19% | 5,647 | 0 | 0.0% | — | 不变 |
| GEV | GE VERNOVA INC | $53.33万 | 0.19% | 611 | 0 | 0.0% | — | 不变 |
| PAYX | PAYCHEX INC | $52.84万 | 0.18% | 5,736 | 0 | 0.0% | — | 不变 |
| WMT | WALMART INC | $51.86万 | 0.18% | 4,173 | 0 | 0.0% | — | 不变 |
| GM | GENERAL MTRS CO | $51.63万 | 0.18% | 6,930 | -630 | -8.3% | -$4.69万 | 减仓 |
| AWK | AMERICAN WTR WKS CO INC NEW | $51.39万 | 0.18% | 3,776 | 0 | 0.0% | — | 不变 |
| QQQ | INVESCO QQQ TR | $51.36万 | 0.18% | 890 | 290 | 48.3% | $16.74万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $49.78万 | 0.17% | 2,594 | 0 | 0.0% | — | 不变 |
| XYL | XYLEM INC | $49.72万 | 0.17% | 4,161 | -125 | -2.9% | -$1.49万 | 减仓 |
| EFA | ISHARES TR | $48.56万 | 0.17% | 5,000 | 0 | 0.0% | — | 不变 |
| GNRC | GENERAC HLDGS INC | $48.17万 | 0.17% | 2,466 | 575 | 30.4% | $11.23万 | 加仓 |
| GOOG | ALPHABET INC | $48.05万 | 0.17% | 1,675 | 121 | 7.8% | $3.47万 | 加仓 |
| KO | COCA COLA CO | $47.14万 | 0.16% | 6,198 | 0 | 0.0% | — | 不变 |
| QCOM | QUALCOMM INC | $46.95万 | 0.16% | 3,646 | 0 | 0.0% | — | 不变 |
| MTZ | MASTEC INC | $46.49万 | 0.16% | 1,445 | 0 | 0.0% | — | 不变 |
| VWO | VANGUARD INTL EQUITY INDEX F | $45.53万 | 0.16% | 8,424 | 27 | 0.3% | $1,459 | 加仓 |
| TAP | MOLSON COORS BEVERAGE CO | $45.08万 | 0.16% | 10,469 | -700 | -6.3% | -$3.01万 | 减仓 |
| UNP | UNION PAC CORP | $44.52万 | 0.15% | 1,835 | 0 | 0.0% | — | 不变 |
| GEN | GEN DIGITAL INC | $43.66万 | 0.15% | 23,189 | 481 | 2.1% | $9,057 | 加仓 |
| BG | BUNGE GLOBAL SA | $43.25万 | 0.15% | 3,400 | -40 | -1.2% | -$5,088 | 减仓 |
| MO | ALTRIA GROUP INC | $42.85万 | 0.15% | 6,494 | 433 | 7.1% | $2.86万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $42.83万 | 0.15% | 1,416 | 0 | 0.0% | — | 不变 |
| MDU | MDU RES GROUP INC | $42.44万 | 0.15% | 20,485 | 0 | 0.0% | — | 不变 |
| ABT | ABBOTT LABORATORIES | $42.06万 | 0.15% | 4,097 | 0 | 0.0% | — | 不变 |
| KNF | KNIFE RIVER CORP | $41.77万 | 0.15% | 5,116 | 0 | 0.0% | — | 不变 |
| PHYS | SPROTT ASSET MANAGEMENT LP | $41.16万 | 0.14% | 11,613 | 0 | 0.0% | — | 不变 |
| VRTX | VERTEX PHARMACEUTICALS INC | $39.34万 | 0.14% | 881 | 0 | 0.0% | — | 不变 |
| SNY | SANOFI SA | $39.24万 | 0.14% | 8,145 | 0 | 0.0% | — | 不变 |
| AMZN | AMAZON COM INC | $39.18万 | 0.14% | 1,881 | 0 | 0.0% | — | 不变 |
| HD | HOME DEPOT INC | $39.04万 | 0.14% | 1,187 | 0 | 0.0% | — | 不变 |
| CMCSA | COMCAST CORP NEW | $38.88万 | 0.14% | 13,541 | 0 | 0.0% | — | 不变 |
| EBAY | EBAY INC. | $37.61万 | 0.13% | 4,132 | 54 | 1.3% | $4,915 | 加仓 |
| VB | VANGUARD INDEX FDS | $36.93万 | 0.13% | 1,410 | 0 | 0.0% | — | 不变 |
| SPDW | SPDR INDEX SHS FDS | $34.44万 | 0.12% | 7,545 | 0 | 0.0% | — | 不变 |
| LNG | CHENIERE ENERGY INC | $34.05万 | 0.12% | 1,200 | 0 | 0.0% | — | 不变 |
| SBUX | STARBUCKS CORP | $33.26万 | 0.12% | 3,712 | -766 | -17.1% | -$6.86万 | 减仓 |
| PYPL | PAYPAL HLDGS INC | $32.54万 | 0.11% | 7,195 | -863 | -10.7% | -$3.90万 | 减仓 |
| ETN | EATON CORP PLC | $31.55万 | 0.11% | 882 | -90 | -9.3% | -$3.22万 | 减仓 |
| V | VISA INC | $30.47万 | 0.11% | 1,008 | 0 | 0.0% | — | 不变 |
| SYK | STRYKER CORPORATION | $30.36万 | 0.11% | 924 | 0 | 0.0% | — | 不变 |
| NEM | NEWMONT CORP | $30.28万 | 0.11% | 2,797 | 0 | 0.0% | — | 不变 |
| NTRS | NORTHERN TR CORP | $30.13万 | 0.10% | 2,159 | 0 | 0.0% | — | 不变 |
| SCHV | SCHWAB STRATEGIC TR | $29.79万 | 0.10% | 9,768 | 0 | 0.0% | — | 不变 |
| — | HONEYWELL INTL INC | $29.70万 | 0.10% | 1,314 | 0 | 0.0% | — | 不变 |
| NVO | NOVO-NORDISK A S | $29.28万 | 0.10% | 7,966 | 0 | 0.0% | — | 不变 |
| BR | BROADRIDGE FINL SOLUTIONS IN | $29.25万 | 0.10% | 1,800 | 0 | 0.0% | — | 不变 |
| SUSA | ISHARES TR | $28.96万 | 0.10% | 2,192 | 0 | 0.0% | — | 不变 |
| VONG | VANGUARD SCOTTSDALE FDS | $28.35万 | 0.10% | 2,584 | 2,584 | — | $28.35万 | 新建仓 |
| ADM | ARCHER DANIELS MIDLAND CO | $27.81万 | 0.10% | 3,826 | 193 | 5.3% | $1.40万 | 加仓 |
| ICSH | ISHARES TR | $27.71万 | 0.10% | 5,475 | 5,475 | — | $27.71万 | 新建仓 |
| PM | PHILIP MORRIS INTL INC | $26.77万 | 0.09% | 1,619 | 0 | 0.0% | — | 不变 |
| TW | TRADEWEB MKTS INC | $26.69万 | 0.09% | 2,268 | 0 | 0.0% | — | 不变 |
| ITA | ISHARES TR | $26.47万 | 0.09% | 1,210 | 0 | 0.0% | — | 不变 |
| ZTS | ZOETIS INC | $26.18万 | 0.09% | 2,215 | 400 | 22.0% | $4.73万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $25.76万 | 0.09% | 1,477 | 277 | 23.1% | $4.83万 | 加仓 |
| TSN | TYSON FOODS INC | $25.63万 | 0.09% | 4,001 | -150 | -3.6% | -$9,610 | 减仓 |
| WFC | WELLS FARGO & CO | $25.19万 | 0.09% | 3,164 | 0 | 0.0% | — | 不变 |
| NEE | NEXTERA ENERGY INC | $24.14万 | 0.08% | 2,599 | 2,599 | — | $24.14万 | 新建仓 |
| SCHF | SCHWAB STRATEGIC TR | $23.84万 | 0.08% | 9,634 | 0 | 0.0% | — | 不变 |
| SPYV | SPDR SERIES TRUST | $23.57万 | 0.08% | 4,165 | 0 | 0.0% | — | 不变 |
| SHYG | ISHARES TR | $21.05万 | 0.07% | 4,975 | 0 | 0.0% | — | 不变 |
| FAST | FASTENAL CO | $20.95万 | 0.07% | 4,514 | 258 | 6.1% | $1.20万 | 重新持有 |
| META | META PLATFORMS INC | $20.71万 | 0.07% | 362 | -40 | -10.0% | -$2.29万 | 减仓 |
| SPSM | SPDR SERIES TRUST | $20.53万 | 0.07% | 4,249 | -200 | -4.5% | -$9,664 | 重新持有 |
| IXUS | ISHARES TR | $20.31万 | 0.07% | 2,344 | -275 | -10.5% | -$2.38万 | 减仓 |
| SCHG | SCHWAB STRATEGIC TR | $20.24万 | 0.07% | 6,948 | 0 | 0.0% | — | 不变 |
| CRM | SALESFORCE INC | $20.20万 | 0.07% | 1,082 | 0 | 0.0% | — | 不变 |
| TMUS | T-MOBILE US INC | $20.04万 | 0.07% | 954 | 10 | 1.1% | $2,100 | 重新持有 |
| ADI | ANALOG DEVICES INC | $20.01万 | 0.07% | 629 | 629 | — | $20.01万 | 新建仓 |
| VTRS | VIATRIS INC | $19.00万 | 0.07% | 14,062 | -581 | -4.0% | -$7,849 | 减仓 |
| — | CYBERARK SOFTWARE LTD | $0 | 0.00% | 0 | -2,115 | -100.0% | -$94.34万 | 清仓 |
| SNOW | SNOWFLAKE INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ADBE | ADOBE INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |