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 |
|---|---|---|---|---|---|---|---|---|
| NEE | NEXTERA ENERGY INC | $100.79万 | 0.62% | 11,484 | 736 | 6.8% | $6.46万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $101.22万 | 0.62% | 5,313 | 518 | 10.8% | $9.87万 | 加仓 |
| META | META PLATFORMS INC | $101.56万 | 0.62% | 1,803 | 66 | 3.8% | $3.72万 | 加仓 |
| QQQ | INVESCO QQQ TR | $106.19万 | 0.65% | 1,442 | 47 | 3.4% | $3.46万 | 加仓 |
| KO | COCA COLA CO | $107.89万 | 0.66% | 13,276 | 399 | 3.1% | $3.24万 | 加仓 |
| IWM | ISHARES TR | $111.14万 | 0.68% | 3,699 | -156 | -4.0% | -$4.69万 | 减仓 |
| IBTP | ISHARES TR | $113.34万 | 0.69% | 44,648 | 3,505 | 8.5% | $8.90万 | 加仓 |
| SYK | STRYKER CORPORATION | $114.71万 | 0.70% | 3,643 | 82 | 2.3% | $2.58万 | 加仓 |
| IEFA | ISHARES TR | $117.37万 | 0.72% | 12,153 | -1,230 | -9.2% | -$11.88万 | 减仓 |
| TXN | TEXAS INSTRS INC | $119.02万 | 0.73% | 3,993 | 5 | 0.1% | $1,490 | 加仓 |
| LOW | LOWES COS INC | $120.13万 | 0.73% | 5,448 | 207 | 3.9% | $4.56万 | 加仓 |
| TJX | TJX COS INC NEW | $125.25万 | 0.77% | 8,268 | 1,742 | 26.7% | $26.39万 | 加仓 |
| ADI | ANALOG DEVICES INC | $133.11万 | 0.81% | 3,351 | -1,504 | -31.0% | -$59.74万 | 减仓 |
| PULS | PGIM ETF TR | $138.01万 | 0.84% | 27,853 | 950 | 3.5% | $4.71万 | 加仓 |
| EMR | EMERSON ELEC CO | $148.18万 | 0.91% | 10,351 | 424 | 4.3% | $6.07万 | 加仓 |
| RTX | RTX CORPORATION | $150.39万 | 0.92% | 7,926 | 53 | 0.7% | $1.01万 | 加仓 |
| PSX | PHILLIPS 66 | $150.76万 | 0.92% | 8,918 | 276 | 3.2% | $4.67万 | 加仓 |
| BLK | BLACKROCK INC | $154.07万 | 0.94% | 1,602 | 3 | 0.2% | $2,885 | 加仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $164.48万 | 1.01% | 5,660 | 188 | 3.4% | $5.46万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $172.86万 | 1.06% | 1,848 | 70 | 3.9% | $6.55万 | 加仓 |
| BAC | BANK OF AMER CORP | $181.03万 | 1.11% | 31,772 | 242 | 0.8% | $1.38万 | 加仓 |
| — | HARBOR ETF TRUST | $181.63万 | 1.11% | 45,360 | 2,945 | 6.9% | $11.79万 | 加仓 |
| SGOV | ISHARES TR | $183.01万 | 1.12% | 18,179 | 11,074 | 155.9% | $111.48万 | 加仓 |
| GOOGL | ALPHABET INC | $187.23万 | 1.15% | 5,239 | -490 | -8.6% | -$17.51万 | 减仓 |
| AMGN | AMGEN INC | $187.42万 | 1.15% | 5,176 | -576 | -10.0% | -$20.86万 | 减仓 |
| AMZN | AMAZON COM INC | $201.35万 | 1.23% | 8,448 | 114 | 1.4% | $2.72万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $236.08万 | 1.44% | 4,064 | -582 | -12.5% | -$33.81万 | 减仓 |
| GOOG | ALPHABET INC | $242.00万 | 1.48% | 6,849 | -84 | -1.2% | -$2.97万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $247.66万 | 1.51% | 7,566 | 110 | 1.5% | $3.60万 | 加仓 |
| IVV | ISHARES TR | $252.15万 | 1.54% | 3,367 | 193 | 6.1% | $14.45万 | 加仓 |
| CSCO | CISCO SYS INC | $269.61万 | 1.65% | 22,953 | 380 | 1.7% | $4.46万 | 加仓 |
| AVEM | AMERICAN CENTY ETF TR | $270.75万 | 1.66% | 28,060 | 4,119 | 17.2% | $39.74万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $338.13万 | 2.07% | 56,648 | -1,406 | -2.4% | -$8.39万 | 减仓 |
| COWZ | PACER FDS TR | $338.38万 | 2.07% | 54,403 | 4,520 | 9.1% | $28.11万 | 加仓 |
| MSFT | MICROSOFT CORP | $370.68万 | 2.27% | 9,937 | 234 | 2.4% | $8.73万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $371.19万 | 2.27% | 8,931 | 2,455 | 37.9% | $102.03万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $394.09万 | 2.41% | 19,696 | -208 | -1.0% | -$4.16万 | 减仓 |
| SHY | ISHARES TR | $400.76万 | 2.45% | 48,808 | 8,380 | 20.7% | $68.81万 | 加仓 |
| IJH | ISHARES TR | $423.52万 | 2.59% | 54,924 | 2,983 | 5.7% | $23.00万 | 加仓 |
| VO | VANGUARD INDEX FDS | $532.84万 | 3.26% | 66,134 | -7,714 | -10.4% | -$62.15万 | 减仓 |
| QGRO | AMERICAN CENTY ETF TR | $548.47万 | 3.35% | 46,461 | 2,370 | 5.4% | $27.98万 | 加仓 |
| KLAC | KLA CORP | $559.18万 | 3.42% | 18,534 | -3,956 | -17.6% | -$119.35万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $620.11万 | 3.79% | 87,034 | 2,887 | 3.4% | $20.57万 | 加仓 |
| AAPL | APPLE INC | $788.87万 | 4.82% | 27,263 | 608 | 2.3% | $17.59万 | 加仓 |
| AVDE | AMERICAN CENTY ETF TR | $797.05万 | 4.87% | 89,355 | 10,909 | 13.9% | $97.31万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $945.54万 | 5.78% | 12,662 | 251 | 2.0% | $18.74万 | 加仓 |