Petros Family Wealth, LLC
BLOOMINGTON MN · SEC CIK 0002004963
$1.64亿2026Q2 申报市值
134持仓数
36.8%前十大占比 · 第一大 5.8%
9 / 12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
SGOV 加仓+$111.48万
UNH 加仓+$102.03万
AVDE 加仓+$97.31万
SHY 加仓+$68.81万
FTRB 新建仓+$67.96万
2026Q2 卖出最多 按季末市值估算
KLAC 减仓-$119.35万
LRCX 重新持有-$116.74万
PANW 重新持有-$79.73万
VO 减仓-$62.15万
ADI 减仓-$59.74万
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 |
|---|---|---|---|---|---|---|---|---|
| CVX | CHEVRON CORPORATION | $0 | 0.00% | 0 | -2,454 | -100.0% | -$50.77万 | 清仓 |
| PPG | PPG INDS INC | $0 | 0.00% | 0 | -2,513 | -100.0% | -$26.86万 | 清仓 |
| AZN | ASTRAZENECA PLC | $0 | 0.00% | 0 | -1,277 | -100.0% | -$25.18万 | 清仓 |
| HD | HOME DEPOT INC | $0 | 0.00% | 0 | -750 | -100.0% | -$24.67万 | 清仓 |
| IBP | INSTALLED BLDG PRODS INC | $0 | 0.00% | 0 | -905 | -100.0% | -$24.00万 | 清仓 |
| MDT | MEDTRONIC PLC | $0 | 0.00% | 0 | -2,708 | -100.0% | -$23.47万 | 清仓 |
| JKHY | HENRY JACK & ASSOC INC | $0 | 0.00% | 0 | -1,451 | -100.0% | -$22.93万 | 清仓 |
| T | AT&T INC | $0 | 0.00% | 0 | -7,656 | -100.0% | -$22.19万 | 清仓 |
| NUSC | NUSHARES ETF TR | $0 | 0.00% | 0 | -4,659 | -100.0% | -$20.99万 | 清仓 |
| — | HONEYWELL INTL INC | $0 | 0.00% | 0 | -905 | -100.0% | -$20.46万 | 清仓 |
| PDBC | INVESCO ACTVELY MNGD ETC FD | $0 | 0.00% | 0 | -11,231 | -100.0% | -$19.45万 | 清仓 |
| SAN | BANCO SANTANDER SA | $0 | 0.00% | 0 | -11,540 | -100.0% | -$13.02万 | 清仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL 看跌期权 | $9.65万 | 0.06% | 100 | 100 | — | $9.65万 | 新建仓 |
| VGT | VANGUARD WORLD FD | $20.10万 | 0.12% | 1,682 | 1,682 | — | $20.10万 | 新建仓 |
| USHY | ISHARES TR | $20.18万 | 0.12% | 5,451 | -1,277 | -19.0% | -$4.73万 | 减仓 |
| LIN | LINDE PLC | $20.24万 | 0.12% | 390 | -20 | -4.9% | -$1.04万 | 减仓 |
| EME | EMCOR GROUP INC | $20.58万 | 0.13% | 248 | -45 | -15.4% | -$3.73万 | 减仓 |
| TGT | TARGET CORP | $20.61万 | 0.13% | 1,578 | 1,578 | — | $20.61万 | 新建仓 |
| MA | MASTERCARD INCORPORATED | $20.70万 | 0.13% | 403 | -61 | -13.1% | -$3.13万 | 减仓 |
| FCN | FTI CONSULTING INC | $21.06万 | 0.13% | 1,413 | -314 | -18.2% | -$4.68万 | 减仓 |
| LRCX | LAM RESEARCH CORP | $21.54万 | 0.13% | 497 | -2,694 | -84.4% | -$116.74万 | 重新持有 |
| AWK | AMERICAN WTR WKS CO INC NEW | $21.69万 | 0.13% | 1,649 | -93 | -5.3% | -$1.22万 | 减仓 |
| FDL | FIRST TR EXCHANGE-TRADED FD | $21.79万 | 0.13% | 4,477 | 0 | 0.0% | — | 不变 |
| XLC | SELECT SECTOR SPDR TR | $22.12万 | 0.14% | 2,065 | 311 | 17.7% | $3.33万 | 重新持有 |
| DVY | ISHARES TR | $22.60万 | 0.14% | 1,446 | -54 | -3.6% | -$8,441 | 减仓 |
| EMB | ISHARES TR | $22.70万 | 0.14% | 2,354 | -540 | -18.7% | -$5.21万 | 减仓 |
| IWR | ISHARES TR | $24.97万 | 0.15% | 2,263 | -123 | -5.2% | -$1.36万 | 减仓 |
| PHYL | PGIM ETF TR | $25.03万 | 0.15% | 7,176 | -2,351 | -24.7% | -$8.20万 | 减仓 |
| NUMG | NUSHARES ETF TR | $25.74万 | 0.16% | 5,481 | -981 | -15.2% | -$4.61万 | 减仓 |
| MRK | MERCK & CO INC | $26.02万 | 0.16% | 2,025 | -55 | -2.6% | -$7,066 | 减仓 |
| XLRE | SELECT SECTOR SPDR TR | $26.30万 | 0.16% | 5,974 | 171 | 2.9% | $7,529 | 加仓 |
| CF | CF INDUSTRIES HOLD | $26.63万 | 0.16% | 2,460 | 2,460 | — | $26.63万 | 新建仓 |
| JBND | J P MORGAN EXCHANGE TRADED F | $26.95万 | 0.16% | 5,037 | -442 | -8.1% | -$2.36万 | 减仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $27.02万 | 0.17% | 280 | 280 | — | $27.02万 | 新建仓 |
| LSTR | LANDSTAR SYS INC | $27.11万 | 0.17% | 1,311 | -237 | -15.3% | -$4.90万 | 减仓 |
| GRNY | TIDAL TRUST I | $28.27万 | 0.17% | 10,225 | 1,589 | 18.4% | $4.39万 | 重新持有 |
| RBC | RBC BEARINGS INC | $29.69万 | 0.18% | 461 | -94 | -16.9% | -$6.05万 | 减仓 |
| AMAT | APPLIED MATLS INC | $29.79万 | 0.18% | 412 | 412 | — | $29.79万 | 新建仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $30.28万 | 0.19% | 634 | -144 | -18.5% | -$6.88万 | 减仓 |
| SPGI | S&P GLOBAL INC | $30.54万 | 0.19% | 750 | -19 | -2.5% | -$7,738 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $30.68万 | 0.19% | 1,208 | 40 | 3.4% | $1.02万 | 加仓 |
| — | EXXON MOBIL CORP | $31.16万 | 0.19% | 2,279 | -94 | -4.0% | -$1.29万 | 减仓 |
| NOC | NORTHROP GRUMMAN CORP | $31.37万 | 0.19% | 616 | 122 | 24.7% | $6.21万 | 加仓 |
| TTC | TORO CO | $31.39万 | 0.19% | 3,222 | -714 | -18.1% | -$6.96万 | 减仓 |
| NOW | SERVICENOW INC | $31.40万 | 0.19% | 3,163 | 3,163 | — | $31.40万 | 新建仓 |
| OKE | ONEOK INC NEW | $32.03万 | 0.20% | 3,684 | 52 | 1.4% | $4,521 | 加仓 |
| BX | BLACKSTONE INC | $32.06万 | 0.20% | 2,725 | -706 | -20.6% | -$8.31万 | 减仓 |
| TPL | TEXAS PACIFIC LAND CORPORATI | $32.34万 | 0.20% | 739 | 113 | 18.1% | $4.95万 | 加仓 |
| ABBV | ABBVIE INC | $32.58万 | 0.20% | 1,295 | 178 | 15.9% | $4.48万 | 加仓 |
| PRI | PRIMERICA INC | $32.85万 | 0.20% | 1,156 | -249 | -17.7% | -$7.08万 | 减仓 |
| VST | VISTRA CORP | $33.14万 | 0.20% | 2,089 | 221 | 11.8% | $3.51万 | 加仓 |
| ORCL | ORACLE CORP | $33.98万 | 0.21% | 2,319 | 526 | 29.3% | $7.71万 | 重新持有 |
| GOLF | ACUSHNET HLDGS CORP | $34.90万 | 0.21% | 2,944 | -625 | -17.5% | -$7.41万 | 减仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $35.03万 | 0.21% | 1,195 | 68 | 6.0% | $1.99万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $37.61万 | 0.23% | 1,103 | -2,338 | -67.9% | -$79.73万 | 重新持有 |
| PLTR | PALANTIR TECHNOLOGIES INC | $37.81万 | 0.23% | 3,241 | 68 | 2.1% | $7,934 | 加仓 |
| XEL | XCEL ENERGY INC | $37.90万 | 0.23% | 4,720 | 0 | 0.0% | — | 不变 |
| CDNS | CADENCE DESIGN SYSTEM INC | $38.58万 | 0.24% | 1,028 | -145 | -12.4% | -$5.44万 | 减仓 |
| SSD | SIMPSON MFG INC | $38.73万 | 0.24% | 1,850 | -396 | -17.6% | -$8.29万 | 减仓 |
| GGG | GRACO INC | $38.77万 | 0.24% | 5,127 | -431 | -7.8% | -$3.26万 | 减仓 |
| WTS | WATTS WATER TECHNOLOGIES INC | $39.42万 | 0.24% | 1,007 | -214 | -17.5% | -$8.38万 | 减仓 |
| NFLX | NETFLIX INC. | $39.60万 | 0.24% | 5,546 | -289 | -5.0% | -$2.06万 | 减仓 |
| MNST | MONSTER BEVERAGE CORP NEW | $39.70万 | 0.24% | 4,130 | 67 | 1.6% | $6,440 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $40.51万 | 0.25% | 2,239 | 2,239 | — | $40.51万 | 新建仓 |
| UNP | UNION PAC CORP | $40.96万 | 0.25% | 1,506 | 99 | 7.0% | $2.69万 | 加仓 |
| PNC | PNC FINL SVCS GROUP INC | $41.14万 | 0.25% | 1,671 | 126 | 8.2% | $3.10万 | 加仓 |
| WFC | WELLS FARGO & CO | $41.63万 | 0.25% | 5,037 | -316 | -5.9% | -$2.61万 | 减仓 |
| PWR | QUANTA SVCS INC | $42.27万 | 0.26% | 587 | -75 | -11.3% | -$5.40万 | 减仓 |
| V | VISA INC | $42.41万 | 0.26% | 1,236 | -75 | -5.7% | -$2.57万 | 减仓 |
| PKG | PACKAGING CORP AMER | $43.68万 | 0.27% | 1,833 | 160 | 9.6% | $3.81万 | 加仓 |
| BNY | BANK OF NY MELLON CORP | $44.42万 | 0.27% | 3,072 | -183 | -5.6% | -$2.65万 | 减仓 |
| ASML | ASML HLDG NV | $44.96万 | 0.27% | 226 | -39 | -14.7% | -$7.76万 | 减仓 |
| AMT | AMERICAN TOWER CORP | $45.44万 | 0.28% | 2,778 | -12 | -0.4% | -$1,963 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $46.52万 | 0.28% | 460 | -12 | -2.5% | -$1.21万 | 减仓 |
| HOOD | ROBINHOOD MKTS INC | $47.72万 | 0.29% | 4,759 | 422 | 9.7% | $4.23万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $48.44万 | 0.30% | 968 | -46 | -4.5% | -$2.30万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $50.48万 | 0.31% | 1,795 | -143 | -7.4% | -$4.02万 | 减仓 |
| ANET | ARISTA NETWORKS INC | $50.90万 | 0.31% | 2,996 | -326 | -9.8% | -$5.54万 | 减仓 |
| GD | GENERAL DYNAMICS CORP | $51.47万 | 0.31% | 1,453 | 42 | 3.0% | $1.49万 | 加仓 |
| ETN | EATON CORP PLC | $54.20万 | 0.33% | 1,272 | 40 | 3.2% | $1.70万 | 加仓 |
| GE | GE AEROSPACE | $54.27万 | 0.33% | 1,452 | 119 | 8.9% | $4.45万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $54.83万 | 0.34% | 1,621 | 143 | 9.7% | $4.84万 | 加仓 |
| GEV | GE VERNOVA INC | $55.45万 | 0.34% | 472 | -47 | -9.1% | -$5.52万 | 减仓 |
| IEMG | ISHARES INC | $56.35万 | 0.34% | 6,802 | -993 | -12.7% | -$8.23万 | 减仓 |
| IJR | ISHARES TR | $58.00万 | 0.35% | 3,911 | 77 | 2.0% | $1.14万 | 加仓 |
| DE | DEERE & CO | $62.35万 | 0.38% | 983 | 111 | 12.7% | $7.04万 | 加仓 |
| FTRB | FEDERATED HERMES ETF TRUST | $67.96万 | 0.42% | 27,082 | 27,082 | — | $67.96万 | 新建仓 |
| MU | MICRON TECHNOLOGY INC | $67.99万 | 0.42% | 589 | -346 | -37.0% | -$39.94万 | 重新持有 |
| LLY | ELI LILLY & CO | $69.21万 | 0.42% | 577 | 355 | 159.9% | $42.58万 | 加仓 |
| TSLA | TESLA INC | $70.24万 | 0.43% | 1,670 | -1 | -0.1% | -$421 | 减仓 |
| WMT | WALMART INC | $79.94万 | 0.49% | 7,058 | -5 | -0.1% | -$566 | 减仓 |
| ITOT | ISHARES TR | $81.69万 | 0.50% | 4,973 | -44 | -0.9% | -$7,228 | 减仓 |
| CAT | CATERPILLAR INC | $82.11万 | 0.50% | 771 | -2 | -0.3% | -$2,130 | 减仓 |
| GSLC | GOLDMAN SACHS ETF TR | $82.48万 | 0.50% | 5,813 | -261 | -4.3% | -$3.70万 | 减仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $84.99万 | 0.52% | 6,903 | 222 | 3.3% | $2.73万 | 加仓 |
| TMUS | T-MOBILE US INC | $88.36万 | 0.54% | 5,268 | 989 | 23.1% | $16.59万 | 加仓 |
| AGG | ISHARES TR | $89.66万 | 0.55% | 9,058 | -4,907 | -35.1% | -$48.57万 | 减仓 |
| AVGO | BROADCOM INC | $91.34万 | 0.56% | 2,418 | -89 | -3.6% | -$3.36万 | 减仓 |
| ISRG | INTUITIVE SURGICAL INC | $91.67万 | 0.56% | 2,305 | 473 | 25.8% | $18.81万 | 加仓 |
| IUSB | ISHARES TR | $93.04万 | 0.57% | 20,161 | -1,121 | -5.3% | -$5.17万 | 减仓 |