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 |
|---|---|---|---|---|---|---|---|---|
| OKE | ONEOK INC NEW | $32.03万 | 0.20% | 3,684 | 52 | 1.4% | $4,521 | 加仓 |
| NOW | SERVICENOW INC | $31.40万 | 0.19% | 3,163 | 3,163 | — | $31.40万 | 新建仓 |
| TTC | TORO CO | $31.39万 | 0.19% | 3,222 | -714 | -18.1% | -$6.96万 | 减仓 |
| NOC | NORTHROP GRUMMAN CORP | $31.37万 | 0.19% | 616 | 122 | 24.7% | $6.21万 | 加仓 |
| — | EXXON MOBIL CORP | $31.16万 | 0.19% | 2,279 | -94 | -4.0% | -$1.29万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $30.68万 | 0.19% | 1,208 | 40 | 3.4% | $1.02万 | 加仓 |
| SPGI | S&P GLOBAL INC | $30.54万 | 0.19% | 750 | -19 | -2.5% | -$7,738 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $30.28万 | 0.19% | 634 | -144 | -18.5% | -$6.88万 | 减仓 |
| AMAT | APPLIED MATLS INC | $29.79万 | 0.18% | 412 | 412 | — | $29.79万 | 新建仓 |
| RBC | RBC BEARINGS INC | $29.69万 | 0.18% | 461 | -94 | -16.9% | -$6.05万 | 减仓 |
| GRNY | TIDAL TRUST I | $28.27万 | 0.17% | 10,225 | 1,589 | 18.4% | $4.39万 | 重新持有 |
| LSTR | LANDSTAR SYS INC | $27.11万 | 0.17% | 1,311 | -237 | -15.3% | -$4.90万 | 减仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $27.02万 | 0.17% | 280 | 280 | — | $27.02万 | 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 |
| CF | CF INDUSTRIES HOLD | $26.63万 | 0.16% | 2,460 | 2,460 | — | $26.63万 | 新建仓 |
| XLRE | SELECT SECTOR SPDR TR | $26.30万 | 0.16% | 5,974 | 171 | 2.9% | $7,529 | 加仓 |
| MRK | MERCK & CO INC | $26.02万 | 0.16% | 2,025 | -55 | -2.6% | -$7,066 | 减仓 |
| NUMG | NUSHARES ETF TR | $25.74万 | 0.16% | 5,481 | -981 | -15.2% | -$4.61万 | 减仓 |
| PHYL | PGIM ETF TR | $25.03万 | 0.15% | 7,176 | -2,351 | -24.7% | -$8.20万 | 减仓 |
| IWR | ISHARES TR | $24.97万 | 0.15% | 2,263 | -123 | -5.2% | -$1.36万 | 减仓 |
| EMB | ISHARES TR | $22.70万 | 0.14% | 2,354 | -540 | -18.7% | -$5.21万 | 减仓 |
| DVY | ISHARES TR | $22.60万 | 0.14% | 1,446 | -54 | -3.6% | -$8,441 | 减仓 |
| XLC | SELECT SECTOR SPDR TR | $22.12万 | 0.14% | 2,065 | 311 | 17.7% | $3.33万 | 重新持有 |
| FDL | FIRST TR EXCHANGE-TRADED FD | $21.79万 | 0.13% | 4,477 | 0 | 0.0% | — | 不变 |
| AWK | AMERICAN WTR WKS CO INC NEW | $21.69万 | 0.13% | 1,649 | -93 | -5.3% | -$1.22万 | 减仓 |
| LRCX | LAM RESEARCH CORP | $21.54万 | 0.13% | 497 | -2,694 | -84.4% | -$116.74万 | 重新持有 |
| FCN | FTI CONSULTING INC | $21.06万 | 0.13% | 1,413 | -314 | -18.2% | -$4.68万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $20.70万 | 0.13% | 403 | -61 | -13.1% | -$3.13万 | 减仓 |
| TGT | TARGET CORP | $20.61万 | 0.13% | 1,578 | 1,578 | — | $20.61万 | 新建仓 |
| EME | EMCOR GROUP INC | $20.58万 | 0.13% | 248 | -45 | -15.4% | -$3.73万 | 减仓 |
| LIN | LINDE PLC | $20.24万 | 0.12% | 390 | -20 | -4.9% | -$1.04万 | 减仓 |
| USHY | ISHARES TR | $20.18万 | 0.12% | 5,451 | -1,277 | -19.0% | -$4.73万 | 减仓 |
| VGT | VANGUARD WORLD FD | $20.10万 | 0.12% | 1,682 | 1,682 | — | $20.10万 | 新建仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL 看跌期权 | $9.65万 | 0.06% | 100 | 100 | — | $9.65万 | 新建仓 |
| 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 |