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 |
|---|---|---|---|---|---|---|---|---|
| JBND | J P MORGAN EXCHANGE TRADED F | $29.46万 | 0.21% | 5,479 | -175 | -3.1% | -$9,410 | 减仓 |
| MNST | MONSTER BEVERAGE CORP NEW | $29.44万 | 0.21% | 4,063 | -2,128 | -34.4% | -$15.42万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $28.55万 | 0.20% | 1,168 | -734 | -38.6% | -$17.94万 | 减仓 |
| VST | VISTRA CORP | $28.08万 | 0.20% | 1,868 | -375 | -16.7% | -$5.64万 | 减仓 |
| EMB | ISHARES TR | $27.18万 | 0.19% | 2,894 | -511 | -15.0% | -$4.80万 | 减仓 |
| PPG | PPG INDS INC | $26.86万 | 0.19% | 2,513 | 2,513 | — | $26.86万 | 新建仓 |
| NUMG | NUSHARES ETF TR | $26.55万 | 0.19% | 6,462 | -115 | -1.7% | -$4,724 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $26.29万 | 0.19% | 778 | 21 | 2.8% | $7,097 | 加仓 |
| AZN | ASTRAZENECA PLC | $25.18万 | 0.18% | 1,277 | 1,277 | — | $25.18万 | 新建仓 |
| MRK | MERCK & CO INC | $25.01万 | 0.18% | 2,080 | -1,575 | -43.1% | -$18.94万 | 减仓 |
| LSTR | LANDSTAR SYS INC | $24.82万 | 0.18% | 1,548 | 73 | 4.9% | $1.17万 | 加仓 |
| USHY | ISHARES TR | $24.79万 | 0.18% | 6,728 | -507 | -7.0% | -$1.87万 | 减仓 |
| HD | HOME DEPOT INC | $24.67万 | 0.18% | 750 | -220 | -22.7% | -$7.24万 | 减仓 |
| ABBV | ABBVIE INC | $24.29万 | 0.17% | 1,117 | -914 | -45.0% | -$19.88万 | 减仓 |
| IBP | INSTALLED BLDG PRODS INC | $24.00万 | 0.17% | 905 | 40 | 4.6% | $1.06万 | 加仓 |
| AWK | AMERICAN WTR WKS CO INC NEW | $23.70万 | 0.17% | 1,742 | 23 | 1.3% | $3,130 | 加仓 |
| XLRE | SELECT SECTOR SPDR TR | $23.69万 | 0.17% | 5,803 | 319 | 5.8% | $1.30万 | 加仓 |
| MDT | MEDTRONIC PLC | $23.47万 | 0.17% | 2,708 | -531 | -16.4% | -$4.60万 | 减仓 |
| IWR | ISHARES TR | $23.20万 | 0.17% | 2,386 | 0 | 0.0% | — | 不变 |
| MA | MASTERCARD INCORPORATED | $23.18万 | 0.17% | 464 | -201 | -30.2% | -$10.04万 | 减仓 |
| JKHY | HENRY JACK & ASSOC INC | $22.93万 | 0.16% | 1,451 | 78 | 5.7% | $1.23万 | 加仓 |
| FDL | FIRST TR EXCHANGE-TRADED FD | $22.74万 | 0.16% | 4,477 | 4,477 | — | $22.74万 | 新建仓 |
| DVY | ISHARES TR | $22.71万 | 0.16% | 1,500 | 0 | 0.0% | — | 不变 |
| T | AT&T INC | $22.19万 | 0.16% | 7,656 | 7,656 | — | $22.19万 | 新建仓 |
| EME | EMCOR GROUP INC | $21.63万 | 0.15% | 293 | 293 | — | $21.63万 | 新建仓 |
| NUSC | NUSHARES ETF TR | $20.99万 | 0.15% | 4,659 | -93 | -2.0% | -$4,191 | 重新持有 |
| — | HONEYWELL INTL INC | $20.46万 | 0.15% | 905 | -752 | -45.4% | -$17.00万 | 重新持有 |
| LLY | ELI LILLY & CO | $20.42万 | 0.15% | 222 | -225 | -50.3% | -$20.69万 | 减仓 |
| LIN | LINDE PLC | $20.33万 | 0.14% | 410 | -273 | -40.0% | -$13.53万 | 减仓 |
| PDBC | INVESCO ACTVELY MNGD ETC FD | $19.45万 | 0.14% | 11,231 | -7,169 | -39.0% | -$12.42万 | 减仓 |
| SAN | BANCO SANTANDER SA | $13.02万 | 0.09% | 11,540 | -1,241 | -9.7% | -$1.40万 | 减仓 |
| 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 |