Petros Family Wealth, LLC
BLOOMINGTON MN · SEC CIK 0002004963
$1.40亿2026Q1 申报市值
131持仓数
36.2%前十大占比 · 第一大 5.8%
14 / 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
SHY 新建仓+$333.81万
QGRO 加仓+$84.12万
SGOV 新建仓+$71.52万
VEA 加仓+$65.14万
KO 加仓+$64.91万
2026Q1 卖出最多 按季末市值估算
AAPL 减仓-$117.66万
NVDA 减仓-$101.22万
GOOG 减仓-$68.90万
GOOGL 减仓-$64.73万
PEP 清仓-$62.66万
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 |
|---|---|---|---|---|---|---|---|---|
| PANW | PALO ALTO NETWORKS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| PEP | PEPSICO INC | $0 | 0.00% | 0 | -4,366 | -100.0% | -$62.66万 | 清仓 |
| LRCX | LAM RESEARCH CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| EXPE | EXPEDIA GROUP INC | $0 | 0.00% | 0 | -1,688 | -100.0% | -$47.82万 | 清仓 |
| AXON | AXON ENTERPRISE INC | $0 | 0.00% | 0 | -788 | -100.0% | -$44.75万 | 清仓 |
| SBUX | STARBUCKS CORP | $0 | 0.00% | 0 | -5,058 | -100.0% | -$42.59万 | 清仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $0 | 0.00% | 0 | -902 | -100.0% | -$42.28万 | 清仓 |
| SOFI | SOFI TECHNOLOGIES INC | $0 | 0.00% | 0 | -13,757 | -100.0% | -$36.02万 | 清仓 |
| ORCL | ORACLE CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| QCOM | QUALCOMM INC | $0 | 0.00% | 0 | -1,670 | -100.0% | -$28.57万 | 清仓 |
| BR | BROADRIDGE FINL SOLUTIONS IN | $0 | 0.00% | 0 | -1,221 | -100.0% | -$27.25万 | 清仓 |
| DIS | DISNEY WALT CO | $0 | 0.00% | 0 | -2,359 | -100.0% | -$26.84万 | 清仓 |
| MU | MICRON TECHNOLOGY INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| TMO | THERMO FISHER SCIENTIFIC INC | $0 | 0.00% | 0 | -456 | -100.0% | -$26.42万 | 清仓 |
| MCD | MCDONALDS CORP | $0 | 0.00% | 0 | -847 | -100.0% | -$25.89万 | 清仓 |
| AZN | ASTRAZENECA PLC | $0 | 0.00% | 0 | -1,281 | -100.0% | -$23.55万 | 清仓 |
| KMT | KENNAMETAL INC | $0 | 0.00% | 0 | -7,972 | -100.0% | -$22.65万 | 清仓 |
| FTGC | FIRST TR EXCHANGE TRAD FD VI | $0 | 0.00% | 0 | -9,563 | -100.0% | -$22.21万 | 清仓 |
| MC | MOELIS & CO | $0 | 0.00% | 0 | -3,221 | -100.0% | -$22.14万 | 清仓 |
| GRNY | TIDAL TRUST I | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| APH | AMPHENOL CORP NEW | $0 | 0.00% | 0 | -1,528 | -100.0% | -$20.65万 | 清仓 |
| XLC | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ABT | ABBOTT LABS | $0 | 0.00% | 0 | -1,628 | -100.0% | -$20.40万 | 清仓 |
| RLI | RLI CORP | $0 | 0.00% | 0 | -3,133 | -100.0% | -$20.04万 | 清仓 |
| NWG | NATWEST GROUP PLC | $0 | 0.00% | 0 | -10,374 | -100.0% | -$18.15万 | 清仓 |
| ORN | ORION GROUP HLDGS INC | $0 | 0.00% | 0 | -12,084 | -100.0% | -$12.01万 | 清仓 |
| SAN | BANCO SANTANDER SA | $13.02万 | 0.09% | 11,540 | -1,241 | -9.7% | -$1.40万 | 减仓 |
| PDBC | INVESCO ACTVELY MNGD ETC FD | $19.45万 | 0.14% | 11,231 | -7,169 | -39.0% | -$12.42万 | 减仓 |
| LIN | LINDE PLC | $20.33万 | 0.14% | 410 | -273 | -40.0% | -$13.53万 | 减仓 |
| LLY | ELI LILLY & CO | $20.42万 | 0.15% | 222 | -225 | -50.3% | -$20.69万 | 减仓 |
| — | HONEYWELL INTL INC | $20.46万 | 0.15% | 905 | -752 | -45.4% | -$17.00万 | 重新持有 |
| NUSC | NUSHARES ETF TR | $20.99万 | 0.15% | 4,659 | -93 | -2.0% | -$4,191 | 重新持有 |
| EME | EMCOR GROUP INC | $21.63万 | 0.15% | 293 | 293 | — | $21.63万 | 新建仓 |
| T | AT&T INC | $22.19万 | 0.16% | 7,656 | 7,656 | — | $22.19万 | 新建仓 |
| DVY | ISHARES TR | $22.71万 | 0.16% | 1,500 | 0 | 0.0% | — | 不变 |
| FDL | FIRST TR EXCHANGE-TRADED FD | $22.74万 | 0.16% | 4,477 | 4,477 | — | $22.74万 | 新建仓 |
| JKHY | HENRY JACK & ASSOC INC | $22.93万 | 0.16% | 1,451 | 78 | 5.7% | $1.23万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $23.18万 | 0.17% | 464 | -201 | -30.2% | -$10.04万 | 减仓 |
| IWR | ISHARES TR | $23.20万 | 0.17% | 2,386 | 0 | 0.0% | — | 不变 |
| MDT | MEDTRONIC PLC | $23.47万 | 0.17% | 2,708 | -531 | -16.4% | -$4.60万 | 减仓 |
| XLRE | SELECT SECTOR SPDR TR | $23.69万 | 0.17% | 5,803 | 319 | 5.8% | $1.30万 | 加仓 |
| AWK | AMERICAN WTR WKS CO INC NEW | $23.70万 | 0.17% | 1,742 | 23 | 1.3% | $3,130 | 加仓 |
| IBP | INSTALLED BLDG PRODS INC | $24.00万 | 0.17% | 905 | 40 | 4.6% | $1.06万 | 加仓 |
| ABBV | ABBVIE INC | $24.29万 | 0.17% | 1,117 | -914 | -45.0% | -$19.88万 | 减仓 |
| HD | HOME DEPOT INC | $24.67万 | 0.18% | 750 | -220 | -22.7% | -$7.24万 | 减仓 |
| USHY | ISHARES TR | $24.79万 | 0.18% | 6,728 | -507 | -7.0% | -$1.87万 | 减仓 |
| LSTR | LANDSTAR SYS INC | $24.82万 | 0.18% | 1,548 | 73 | 4.9% | $1.17万 | 加仓 |
| MRK | MERCK & CO INC | $25.01万 | 0.18% | 2,080 | -1,575 | -43.1% | -$18.94万 | 减仓 |
| AZN | ASTRAZENECA PLC | $25.18万 | 0.18% | 1,277 | 1,277 | — | $25.18万 | 新建仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $26.29万 | 0.19% | 778 | 21 | 2.8% | $7,097 | 加仓 |
| NUMG | NUSHARES ETF TR | $26.55万 | 0.19% | 6,462 | -115 | -1.7% | -$4,724 | 减仓 |
| PPG | PPG INDS INC | $26.86万 | 0.19% | 2,513 | 2,513 | — | $26.86万 | 新建仓 |
| EMB | ISHARES TR | $27.18万 | 0.19% | 2,894 | -511 | -15.0% | -$4.80万 | 减仓 |
| VST | VISTRA CORP | $28.08万 | 0.20% | 1,868 | -375 | -16.7% | -$5.64万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $28.55万 | 0.20% | 1,168 | -734 | -38.6% | -$17.94万 | 减仓 |
| MNST | MONSTER BEVERAGE CORP NEW | $29.44万 | 0.21% | 4,063 | -2,128 | -34.4% | -$15.42万 | 减仓 |
| JBND | J P MORGAN EXCHANGE TRADED F | $29.46万 | 0.21% | 5,479 | -175 | -3.1% | -$9,410 | 减仓 |
| TPL | TEXAS PACIFIC LAND CORPORATI | $29.71万 | 0.21% | 626 | 626 | — | $29.71万 | 新建仓 |
| HOOD | ROBINHOOD MKTS INC | $30.06万 | 0.21% | 4,337 | 570 | 15.1% | $3.95万 | 加仓 |
| RBC | RBC BEARINGS INC | $30.14万 | 0.21% | 555 | -23 | -4.0% | -$1.25万 | 减仓 |
| FCN | FTI CONSULTING INC | $30.53万 | 0.22% | 1,727 | 92 | 5.6% | $1.63万 | 加仓 |
| PNC | PNC FINL SVCS GROUP INC | $32.15万 | 0.23% | 1,545 | -907 | -37.0% | -$18.87万 | 减仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $32.59万 | 0.23% | 1,173 | -241 | -17.0% | -$6.70万 | 减仓 |
| SPGI | S&P GLOBAL INC | $32.71万 | 0.23% | 769 | -732 | -48.8% | -$31.14万 | 减仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $32.74万 | 0.23% | 1,127 | 1,127 | — | $32.74万 | 新建仓 |
| OKE | ONEOK INC NEW | $32.83万 | 0.23% | 3,632 | 3,632 | — | $32.83万 | 新建仓 |
| PHYL | PGIM ETF TR | $32.99万 | 0.24% | 9,527 | -9,098 | -48.8% | -$31.51万 | 减仓 |
| GOLF | ACUSHNET HLDGS CORP | $33.36万 | 0.24% | 3,569 | 186 | 5.5% | $1.74万 | 加仓 |
| NOC | NORTHROP GRUMMAN CORP | $33.70万 | 0.24% | 494 | 494 | — | $33.70万 | 新建仓 |
| UNP | UNION PAC CORP | $34.14万 | 0.24% | 1,407 | 1,407 | — | $34.14万 | 新建仓 |
| ASML | ASML HLDG NV | $35.00万 | 0.25% | 265 | -25 | -8.6% | -$3.30万 | 减仓 |
| PRI | PRIMERICA INC | $35.19万 | 0.25% | 1,405 | 70 | 5.2% | $1.75万 | 加仓 |
| WTS | WATTS WATER TECHNOLOGIES INC | $35.44万 | 0.25% | 1,221 | 64 | 5.5% | $1.86万 | 加仓 |
| PKG | PACKAGING CORP AMER | $35.50万 | 0.25% | 1,673 | 1,673 | — | $35.50万 | 新建仓 |
| PWR | QUANTA SVCS INC | $36.35万 | 0.26% | 662 | -397 | -37.5% | -$21.80万 | 减仓 |
| TTC | TORO CO | $36.78万 | 0.26% | 3,936 | 181 | 4.8% | $1.69万 | 加仓 |
| XEL | XCEL ENERGY INC | $37.50万 | 0.27% | 4,720 | -1,000 | -17.5% | -$7.94万 | 减仓 |
| GE | GE AEROSPACE | $37.83万 | 0.27% | 1,333 | -769 | -36.6% | -$21.82万 | 减仓 |
| SSD | SIMPSON MFG INC | $38.55万 | 0.27% | 2,246 | 108 | 5.1% | $1.85万 | 加仓 |
| BNY | BANK NEW YORK MELLON CORP | $38.61万 | 0.28% | 3,255 | -1,121 | -25.6% | -$13.30万 | 减仓 |
| BX | BLACKSTONE INC | $39.45万 | 0.28% | 3,431 | -113 | -3.2% | -$1.30万 | 减仓 |
| V | VISA INC | $39.62万 | 0.28% | 1,311 | -770 | -37.0% | -$23.27万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $39.93万 | 0.28% | 472 | -301 | -38.9% | -$25.46万 | 减仓 |
| — | EXXON MOBIL CORP | $40.26万 | 0.29% | 2,373 | -36 | -1.5% | -$6,108 | 减仓 |
| ANET | ARISTA NETWORKS INC | $40.79万 | 0.29% | 3,322 | -844 | -20.3% | -$10.36万 | 减仓 |
| WFC | WELLS FARGO & CO | $42.62万 | 0.30% | 5,353 | -1,223 | -18.6% | -$9.74万 | 减仓 |
| ETN | EATON CORP PLC | $44.06万 | 0.31% | 1,232 | -373 | -23.2% | -$13.34万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $44.71万 | 0.32% | 1,478 | -494 | -25.1% | -$14.94万 | 减仓 |
| GEV | GE VERNOVA INC | $45.30万 | 0.32% | 519 | -396 | -43.3% | -$34.57万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $46.41万 | 0.33% | 3,173 | -819 | -20.5% | -$11.98万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $46.98万 | 0.33% | 1,938 | -1,207 | -38.4% | -$29.26万 | 减仓 |
| GGG | GRACO INC | $47.05万 | 0.34% | 5,558 | -423 | -7.1% | -$3.58万 | 减仓 |
| IJR | ISHARES TR | $47.67万 | 0.34% | 3,834 | -1,466 | -27.7% | -$18.23万 | 减仓 |
| AMT | AMERICAN TOWER CORP | $48.16万 | 0.34% | 2,790 | 421 | 17.8% | $7.27万 | 加仓 |
| GD | GENERAL DYNAMICS CORP | $48.43万 | 0.35% | 1,411 | -34 | -2.4% | -$1.17万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $48.59万 | 0.35% | 1,014 | -467 | -31.5% | -$22.38万 | 减仓 |
| DE | DEERE & CO | $49.12万 | 0.35% | 872 | -432 | -33.1% | -$24.33万 | 减仓 |
| CVX | CHEVRON CORPORATION | $50.77万 | 0.36% | 2,454 | 2,454 | — | $50.77万 | 新建仓 |
| IEMG | ISHARES INC | $54.37万 | 0.39% | 7,795 | -1,971 | -20.2% | -$13.75万 | 减仓 |
| CAT | CATERPILLAR INC | $54.77万 | 0.39% | 773 | -548 | -41.5% | -$38.82万 | 减仓 |