Prossimo Advisors, LLC
SAN LUIS OBISPO CA · SEC CIK 0001965307
$1,733.34万2026Q2 申报市值
24持仓数
72.0%前十大占比 · 第一大 20.8%
2 / 2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
KLAC 新建仓+$25.74万
EWJ 新建仓+$21.66万
NVDA 加仓+$7.28万
EZU 加仓+$4.99万
AVGO 加仓+$3.74万
2026Q2 卖出最多 按季末市值估算
CTAS 清仓-$54.29万
LPLA 清仓-$39.11万
IVV 减仓-$19.10万
BAC 减仓-$1.98万
2026Q2 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 | $360.94万 | 20.82% | 5,255 | 0 | 0.0% | — | 不变 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $213.37万 | 12.31% | 4,264 | 10 | 0.2% | $5,004 | 加仓 |
| NVDA | NVIDIA CORPORATION | $122.54万 | 7.07% | 6,124 | 364 | 6.3% | $7.28万 | 加仓 |
| HYG | ISHARES TR | $105.75万 | 6.10% | 13,224 | 25 | 0.2% | $1,999 | 加仓 |
| PJUL | INNOVATOR ETFS TRUST | $105.21万 | 6.07% | 21,554 | 0 | 0.0% | — | 不变 |
| MSFT | MICROSOFT CORP | $85.75万 | 4.95% | 2,299 | 38 | 1.7% | $1.42万 | 加仓 |
| IGIB | ISHARES TR | $75.88万 | 4.38% | 14,272 | 427 | 3.1% | $2.27万 | 加仓 |
| SCHP | SCHWAB STRATEGIC TR | $60.95万 | 3.52% | 23,000 | 0 | 0.0% | — | 不变 |
| AAPL | APPLE INC | $59.72万 | 3.45% | 2,064 | 88 | 4.5% | $2.55万 | 加仓 |
| ICSH | ISHARES TR | $57.30万 | 3.31% | 11,329 | 0 | 0.0% | — | 不变 |
| JPST | J P MORGAN EXCHANGE TRADED F | $56.88万 | 3.28% | 11,248 | 0 | 0.0% | — | 不变 |
| EZU | ISHARES INC | $45.69万 | 2.64% | 6,574 | 718 | 12.3% | $4.99万 | 加仓 |
| IVV | ISHARES TR | $44.93万 | 2.59% | 600 | -255 | -29.8% | -$19.10万 | 减仓 |
| GOOGL | ALPHABET INC | $42.38万 | 2.45% | 1,186 | 45 | 3.9% | $1.61万 | 加仓 |
| J | JACOBS SOLUTIONS INC | $37.80万 | 2.18% | 3,000 | 0 | 0.0% | — | 不变 |
| AVGO | BROADCOM INC | $36.38万 | 2.10% | 963 | 99 | 11.5% | $3.74万 | 加仓 |
| AMZN | AMAZON COM INC | $35.56万 | 2.05% | 1,492 | 62 | 4.3% | $1.48万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $35.25万 | 2.03% | 1,077 | 0 | 0.0% | — | 不变 |
| JNJ | JOHNSON & JOHNSON | $26.77万 | 1.54% | 1,054 | 0 | 0.0% | — | 不变 |
| EMOP | AB ACTIVE ETFS INC | $26.62万 | 1.54% | 5,097 | 307 | 6.4% | $1.60万 | 加仓 |
| ILOW | AB ACTIVE ETFS INC | $25.84万 | 1.49% | 5,684 | 0 | 0.0% | — | 不变 |
| KLAC | KLA CORP | $25.74万 | 1.48% | 853 | 853 | — | $25.74万 | 新建仓 |
| BAC | BANK OF AMER CORP | $24.43万 | 1.41% | 4,287 | -348 | -7.5% | -$1.98万 | 减仓 |
| EWJ | ISHARES INC | $21.66万 | 1.25% | 2,322 | 2,322 | — | $21.66万 | 新建仓 |
| CTAS | CINTAS CORP | $0 | 0.00% | 0 | -3,210 | -100.0% | -$54.29万 | 清仓 |
| LPLA | LPL FINL HLDGS INC | $0 | 0.00% | 0 | -1,300 | -100.0% | -$39.11万 | 清仓 |