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 |
|---|---|---|---|---|---|---|---|---|
| SPY | STATE STR SPDR S&P 500 ETF T | $945.54万 | 5.78% | 12,662 | 251 | 2.0% | $18.74万 | 加仓 |
| AVDE | AMERICAN CENTY ETF TR | $797.05万 | 4.87% | 89,355 | 10,909 | 13.9% | $97.31万 | 加仓 |
| AAPL | APPLE INC | $788.87万 | 4.82% | 27,263 | 608 | 2.3% | $17.59万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $620.11万 | 3.79% | 87,034 | 2,887 | 3.4% | $20.57万 | 加仓 |
| KLAC | KLA CORP | $559.18万 | 3.42% | 18,534 | -3,956 | -17.6% | -$119.35万 | 减仓 |
| QGRO | AMERICAN CENTY ETF TR | $548.47万 | 3.35% | 46,461 | 2,370 | 5.4% | $27.98万 | 加仓 |
| VO | VANGUARD INDEX FDS | $532.84万 | 3.26% | 66,134 | -7,714 | -10.4% | -$62.15万 | 减仓 |
| IJH | ISHARES TR | $423.52万 | 2.59% | 54,924 | 2,983 | 5.7% | $23.00万 | 加仓 |
| SHY | ISHARES TR | $400.76万 | 2.45% | 48,808 | 8,380 | 20.7% | $68.81万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $394.09万 | 2.41% | 19,696 | -208 | -1.0% | -$4.16万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $371.19万 | 2.27% | 8,931 | 2,455 | 37.9% | $102.03万 | 加仓 |
| MSFT | MICROSOFT CORP | $370.68万 | 2.27% | 9,937 | 234 | 2.4% | $8.73万 | 加仓 |
| COWZ | PACER FDS TR | $338.38万 | 2.07% | 54,403 | 4,520 | 9.1% | $28.11万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $338.13万 | 2.07% | 56,648 | -1,406 | -2.4% | -$8.39万 | 减仓 |
| AVEM | AMERICAN CENTY ETF TR | $270.75万 | 1.66% | 28,060 | 4,119 | 17.2% | $39.74万 | 加仓 |
| CSCO | CISCO SYS INC | $269.61万 | 1.65% | 22,953 | 380 | 1.7% | $4.46万 | 加仓 |
| IVV | ISHARES TR | $252.15万 | 1.54% | 3,367 | 193 | 6.1% | $14.45万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $247.66万 | 1.51% | 7,566 | 110 | 1.5% | $3.60万 | 加仓 |
| GOOG | ALPHABET INC | $242.00万 | 1.48% | 6,849 | -84 | -1.2% | -$2.97万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $236.08万 | 1.44% | 4,064 | -582 | -12.5% | -$33.81万 | 减仓 |
| AMZN | AMAZON COM INC | $201.35万 | 1.23% | 8,448 | 114 | 1.4% | $2.72万 | 加仓 |
| AMGN | AMGEN INC | $187.42万 | 1.15% | 5,176 | -576 | -10.0% | -$20.86万 | 减仓 |
| GOOGL | ALPHABET INC | $187.23万 | 1.15% | 5,239 | -490 | -8.6% | -$17.51万 | 减仓 |
| SGOV | ISHARES TR | $183.01万 | 1.12% | 18,179 | 11,074 | 155.9% | $111.48万 | 加仓 |
| — | HARBOR ETF TRUST | $181.63万 | 1.11% | 45,360 | 2,945 | 6.9% | $11.79万 | 加仓 |
| BAC | BANK OF AMER CORP | $181.03万 | 1.11% | 31,772 | 242 | 0.8% | $1.38万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $172.86万 | 1.06% | 1,848 | 70 | 3.9% | $6.55万 | 加仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $164.48万 | 1.01% | 5,660 | 188 | 3.4% | $5.46万 | 加仓 |
| BLK | BLACKROCK INC | $154.07万 | 0.94% | 1,602 | 3 | 0.2% | $2,885 | 加仓 |
| PSX | PHILLIPS 66 | $150.76万 | 0.92% | 8,918 | 276 | 3.2% | $4.67万 | 加仓 |
| RTX | RTX CORPORATION | $150.39万 | 0.92% | 7,926 | 53 | 0.7% | $1.01万 | 加仓 |
| EMR | EMERSON ELEC CO | $148.18万 | 0.91% | 10,351 | 424 | 4.3% | $6.07万 | 加仓 |
| PULS | PGIM ETF TR | $138.01万 | 0.84% | 27,853 | 950 | 3.5% | $4.71万 | 加仓 |
| ADI | ANALOG DEVICES INC | $133.11万 | 0.81% | 3,351 | -1,504 | -31.0% | -$59.74万 | 减仓 |
| TJX | TJX COS INC NEW | $125.25万 | 0.77% | 8,268 | 1,742 | 26.7% | $26.39万 | 加仓 |
| LOW | LOWES COS INC | $120.13万 | 0.73% | 5,448 | 207 | 3.9% | $4.56万 | 加仓 |
| TXN | TEXAS INSTRS INC | $119.02万 | 0.73% | 3,993 | 5 | 0.1% | $1,490 | 加仓 |
| IEFA | ISHARES TR | $117.37万 | 0.72% | 12,153 | -1,230 | -9.2% | -$11.88万 | 减仓 |
| SYK | STRYKER CORPORATION | $114.71万 | 0.70% | 3,643 | 82 | 2.3% | $2.58万 | 加仓 |
| IBTP | ISHARES TR | $113.34万 | 0.69% | 44,648 | 3,505 | 8.5% | $8.90万 | 加仓 |
| IWM | ISHARES TR | $111.14万 | 0.68% | 3,699 | -156 | -4.0% | -$4.69万 | 减仓 |
| KO | COCA COLA CO | $107.89万 | 0.66% | 13,276 | 399 | 3.1% | $3.24万 | 加仓 |
| QQQ | INVESCO QQQ TR | $106.19万 | 0.65% | 1,442 | 47 | 3.4% | $3.46万 | 加仓 |
| META | META PLATFORMS INC | $101.56万 | 0.62% | 1,803 | 66 | 3.8% | $3.72万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $101.22万 | 0.62% | 5,313 | 518 | 10.8% | $9.87万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $100.79万 | 0.62% | 11,484 | 736 | 6.8% | $6.46万 | 加仓 |
| IUSB | ISHARES TR | $93.04万 | 0.57% | 20,161 | -1,121 | -5.3% | -$5.17万 | 减仓 |
| ISRG | INTUITIVE SURGICAL INC | $91.67万 | 0.56% | 2,305 | 473 | 25.8% | $18.81万 | 加仓 |
| AVGO | BROADCOM INC | $91.34万 | 0.56% | 2,418 | -89 | -3.6% | -$3.36万 | 减仓 |
| AGG | ISHARES TR | $89.66万 | 0.55% | 9,058 | -4,907 | -35.1% | -$48.57万 | 减仓 |
| TMUS | T-MOBILE US INC | $88.36万 | 0.54% | 5,268 | 989 | 23.1% | $16.59万 | 加仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $84.99万 | 0.52% | 6,903 | 222 | 3.3% | $2.73万 | 加仓 |
| GSLC | GOLDMAN SACHS ETF TR | $82.48万 | 0.50% | 5,813 | -261 | -4.3% | -$3.70万 | 减仓 |
| CAT | CATERPILLAR INC | $82.11万 | 0.50% | 771 | -2 | -0.3% | -$2,130 | 减仓 |
| ITOT | ISHARES TR | $81.69万 | 0.50% | 4,973 | -44 | -0.9% | -$7,228 | 减仓 |
| WMT | WALMART INC | $79.94万 | 0.49% | 7,058 | -5 | -0.1% | -$566 | 减仓 |
| TSLA | TESLA INC | $70.24万 | 0.43% | 1,670 | -1 | -0.1% | -$421 | 减仓 |
| LLY | ELI LILLY & CO | $69.21万 | 0.42% | 577 | 355 | 159.9% | $42.58万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $67.99万 | 0.42% | 589 | -346 | -37.0% | -$39.94万 | 重新持有 |
| FTRB | FEDERATED HERMES ETF TRUST | $67.96万 | 0.42% | 27,082 | 27,082 | — | $67.96万 | 新建仓 |
| DE | DEERE & CO | $62.35万 | 0.38% | 983 | 111 | 12.7% | $7.04万 | 加仓 |
| IJR | ISHARES TR | $58.00万 | 0.35% | 3,911 | 77 | 2.0% | $1.14万 | 加仓 |
| IEMG | ISHARES INC | $56.35万 | 0.34% | 6,802 | -993 | -12.7% | -$8.23万 | 减仓 |
| GEV | GE VERNOVA INC | $55.45万 | 0.34% | 472 | -47 | -9.1% | -$5.52万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $54.83万 | 0.34% | 1,621 | 143 | 9.7% | $4.84万 | 加仓 |
| GE | GE AEROSPACE | $54.27万 | 0.33% | 1,452 | 119 | 8.9% | $4.45万 | 加仓 |
| ETN | EATON CORP PLC | $54.20万 | 0.33% | 1,272 | 40 | 3.2% | $1.70万 | 加仓 |
| GD | GENERAL DYNAMICS CORP | $51.47万 | 0.31% | 1,453 | 42 | 3.0% | $1.49万 | 加仓 |
| ANET | ARISTA NETWORKS INC | $50.90万 | 0.31% | 2,996 | -326 | -9.8% | -$5.54万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $50.48万 | 0.31% | 1,795 | -143 | -7.4% | -$4.02万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $48.44万 | 0.30% | 968 | -46 | -4.5% | -$2.30万 | 减仓 |
| HOOD | ROBINHOOD MKTS INC | $47.72万 | 0.29% | 4,759 | 422 | 9.7% | $4.23万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $46.52万 | 0.28% | 460 | -12 | -2.5% | -$1.21万 | 减仓 |
| AMT | AMERICAN TOWER CORP | $45.44万 | 0.28% | 2,778 | -12 | -0.4% | -$1,963 | 减仓 |
| ASML | ASML HLDG NV | $44.96万 | 0.27% | 226 | -39 | -14.7% | -$7.76万 | 减仓 |
| BNY | BANK OF NY MELLON CORP | $44.42万 | 0.27% | 3,072 | -183 | -5.6% | -$2.65万 | 减仓 |
| PKG | PACKAGING CORP AMER | $43.68万 | 0.27% | 1,833 | 160 | 9.6% | $3.81万 | 加仓 |
| V | VISA INC | $42.41万 | 0.26% | 1,236 | -75 | -5.7% | -$2.57万 | 减仓 |
| PWR | QUANTA SVCS INC | $42.27万 | 0.26% | 587 | -75 | -11.3% | -$5.40万 | 减仓 |
| WFC | WELLS FARGO & CO | $41.63万 | 0.25% | 5,037 | -316 | -5.9% | -$2.61万 | 减仓 |
| PNC | PNC FINL SVCS GROUP INC | $41.14万 | 0.25% | 1,671 | 126 | 8.2% | $3.10万 | 加仓 |
| UNP | UNION PAC CORP | $40.96万 | 0.25% | 1,506 | 99 | 7.0% | $2.69万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $40.51万 | 0.25% | 2,239 | 2,239 | — | $40.51万 | 新建仓 |
| MNST | MONSTER BEVERAGE CORP NEW | $39.70万 | 0.24% | 4,130 | 67 | 1.6% | $6,440 | 加仓 |
| NFLX | NETFLIX INC. | $39.60万 | 0.24% | 5,546 | -289 | -5.0% | -$2.06万 | 减仓 |
| WTS | WATTS WATER TECHNOLOGIES INC | $39.42万 | 0.24% | 1,007 | -214 | -17.5% | -$8.38万 | 减仓 |
| GGG | GRACO INC | $38.77万 | 0.24% | 5,127 | -431 | -7.8% | -$3.26万 | 减仓 |
| SSD | SIMPSON MFG INC | $38.73万 | 0.24% | 1,850 | -396 | -17.6% | -$8.29万 | 减仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $38.58万 | 0.24% | 1,028 | -145 | -12.4% | -$5.44万 | 减仓 |
| XEL | XCEL ENERGY INC | $37.90万 | 0.23% | 4,720 | 0 | 0.0% | — | 不变 |
| PLTR | PALANTIR TECHNOLOGIES INC | $37.81万 | 0.23% | 3,241 | 68 | 2.1% | $7,934 | 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 |
| APD | AIR PRODUCTS AND CHEMICALS I | $35.03万 | 0.21% | 1,195 | 68 | 6.0% | $1.99万 | 加仓 |
| GOLF | ACUSHNET HLDGS CORP | $34.90万 | 0.21% | 2,944 | -625 | -17.5% | -$7.41万 | 减仓 |
| ORCL | ORACLE CORP | $33.98万 | 0.21% | 2,319 | 526 | 29.3% | $7.71万 | 重新持有 |
| VST | VISTRA CORP | $33.14万 | 0.20% | 2,089 | 221 | 11.8% | $3.51万 | 加仓 |
| PRI | PRIMERICA INC | $32.85万 | 0.20% | 1,156 | -249 | -17.7% | -$7.08万 | 减仓 |
| ABBV | ABBVIE INC | $32.58万 | 0.20% | 1,295 | 178 | 15.9% | $4.48万 | 加仓 |
| TPL | TEXAS PACIFIC LAND CORPORATI | $32.34万 | 0.20% | 739 | 113 | 18.1% | $4.95万 | 加仓 |
| BX | BLACKSTONE INC | $32.06万 | 0.20% | 2,725 | -706 | -20.6% | -$8.31万 | 减仓 |