Prossimo Advisors, LLC
SAN LUIS OBISPO CA · SEC CIK 0001965307
$1,644.15万2026Q1 申报市值
24持仓数
70.3%前十大占比 · 第一大 19.1%
8 / 20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
VOO 新建仓+$314.03万
BRK/B 新建仓+$203.85万
PJUL 新建仓+$99.08万
IVV 新建仓+$55.85万
J 新建仓+$38.18万
2026Q1 卖出最多 按季末市值估算
NVDA 减仓-$58.16万
META 清仓-$50.43万
AMZN 减仓-$33.03万
MPLX 清仓-$31.99万
USB 清仓-$30.51万
2026Q1 持仓明细 点表头排序
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 | $314.03万 | 19.10% | 5,255 | 5,255 | — | $314.03万 | 新建仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $203.85万 | 12.40% | 4,254 | 4,254 | — | $203.85万 | 新建仓 |
| HYG | ISHARES TR | $105.01万 | 6.39% | 13,199 | 270 | 2.1% | $2.15万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $100.45万 | 6.11% | 5,760 | -3,335 | -36.7% | -$58.16万 | 减仓 |
| PJUL | INNOVATOR ETFS TRUST | $99.08万 | 6.03% | 21,554 | 21,554 | — | $99.08万 | 新建仓 |
| MSFT | MICROSOFT CORP | $83.69万 | 5.09% | 2,261 | 289 | 14.7% | $10.70万 | 加仓 |
| IGIB | ISHARES TR | $73.68万 | 4.48% | 13,845 | 0 | 0.0% | — | 不变 |
| SCHP | SCHWAB STRATEGIC TR | $61.20万 | 3.72% | 23,000 | 0 | 0.0% | — | 不变 |
| ICSH | ISHARES TR | $57.35万 | 3.49% | 11,329 | 0 | 0.0% | — | 不变 |
| JPST | J P MORGAN EXCHANGE TRADED F | $56.93万 | 3.46% | 11,248 | 0 | 0.0% | — | 不变 |
| IVV | ISHARES TR | $55.85万 | 3.40% | 855 | 855 | — | $55.85万 | 新建仓 |
| CTAS | CINTAS CORP | $54.29万 | 3.30% | 3,210 | -86 | -2.6% | -$1.45万 | 减仓 |
| AAPL | APPLE INC | $50.15万 | 3.05% | 1,976 | -856 | -30.2% | -$21.72万 | 减仓 |
| LPLA | LPL FINL HLDGS INC | $39.11万 | 2.38% | 1,300 | 0 | 0.0% | — | 不变 |
| J | JACOBS SOLUTIONS INC | $38.18万 | 2.32% | 3,000 | 3,000 | — | $38.18万 | 新建仓 |
| EZU | ISHARES INC | $36.68万 | 2.23% | 5,856 | 5,856 | — | $36.68万 | 新建仓 |
| GOOGL | ALPHABET INC | $32.81万 | 2.00% | 1,141 | -490 | -30.0% | -$14.09万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $31.68万 | 1.93% | 1,077 | 11 | 1.0% | $3,236 | 加仓 |
| AMZN | AMAZON COM INC | $29.78万 | 1.81% | 1,430 | -1,586 | -52.6% | -$33.03万 | 减仓 |
| AVGO | BROADCOM INC | $26.74万 | 1.63% | 864 | -160 | -15.6% | -$4.95万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $25.76万 | 1.57% | 1,054 | 0 | 0.0% | — | 不变 |
| ILOW | AB ACTIVE ETFS INC | $24.25万 | 1.47% | 5,684 | 5,684 | — | $24.25万 | 新建仓 |
| BAC | BANK AMERICA CORP | $22.60万 | 1.37% | 4,635 | 494 | 11.9% | $2.41万 | 加仓 |
| EMOP | AB ACTIVE ETFS INC | $20.99万 | 1.28% | 4,790 | 4,790 | — | $20.99万 | 新建仓 |
| META | META PLATFORMS INC | $0 | 0.00% | 0 | -764 | -100.0% | -$50.43万 | 清仓 |
| MPLX | MPLX LP | $0 | 0.00% | 0 | -5,994 | -100.0% | -$31.99万 | 清仓 |
| USB | US BANCORP DEL | $0 | 0.00% | 0 | -5,717 | -100.0% | -$30.51万 | 清仓 |
| CSCO | CISCO SYS INC | $0 | 0.00% | 0 | -3,730 | -100.0% | -$28.73万 | 清仓 |
| ETR | ENTERGY CORP NEW | $0 | 0.00% | 0 | -3,068 | -100.0% | -$28.36万 | 清仓 |
| LIN | LINDE PLC | $0 | 0.00% | 0 | -621 | -100.0% | -$26.48万 | 清仓 |
| V | VISA INC | $0 | 0.00% | 0 | -755 | -100.0% | -$26.48万 | 清仓 |
| CB | CHUBB LIMITED | $0 | 0.00% | 0 | -838 | -100.0% | -$26.16万 | 清仓 |
| TSLA | TESLA INC | $0 | 0.00% | 0 | -567 | -100.0% | -$25.50万 | 清仓 |
| ET | ENERGY TRANSFER L P | $0 | 0.00% | 0 | -14,563 | -100.0% | -$24.01万 | 清仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $0 | 0.00% | 0 | -7,407 | -100.0% | -$23.75万 | 清仓 |
| PAA | PLAINS ALL AMERN PIPELINE L | $0 | 0.00% | 0 | -12,343 | -100.0% | -$22.17万 | 清仓 |
| HD | HOME DEPOT INC | $0 | 0.00% | 0 | -636 | -100.0% | -$21.88万 | 清仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $0 | 0.00% | 0 | -376 | -100.0% | -$21.79万 | 清仓 |
| WES | WESTERN MIDSTREAM PARTNERS L | $0 | 0.00% | 0 | -5,409 | -100.0% | -$21.37万 | 清仓 |
| NFLX | NETFLIX INC | $0 | 0.00% | 0 | -2,272 | -100.0% | -$21.30万 | 清仓 |
| ACN | ACCENTURE PLC IRELAND | $0 | 0.00% | 0 | -787 | -100.0% | -$21.12万 | 清仓 |
| ISRG | INTUITIVE SURGICAL INC | $0 | 0.00% | 0 | -369 | -100.0% | -$20.90万 | 清仓 |
| WMB | WILLIAMS COS INC | $0 | 0.00% | 0 | -3,409 | -100.0% | -$20.49万 | 清仓 |
| SNA | SNAP ON INC | $0 | 0.00% | 0 | -588 | -100.0% | -$20.26万 | 清仓 |