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 |
|---|---|---|---|---|---|---|---|---|
| SPY | STATE STR SPDR S&P 500 ETF T | $807.13万 | 5.75% | 12,411 | 879 | 7.6% | $57.16万 | 加仓 |
| AAPL | APPLE INC | $676.47万 | 4.82% | 26,655 | -4,636 | -14.8% | -$117.66万 | 减仓 |
| AVDE | AMERICAN CENTY ETF TR | $665.54万 | 4.74% | 78,446 | 7,536 | 10.6% | $63.94万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $539.21万 | 3.84% | 84,147 | 10,166 | 13.7% | $65.14万 | 加仓 |
| VO | VANGUARD INDEX FDS | $530.20万 | 3.78% | 18,462 | 1,560 | 9.2% | $44.80万 | 加仓 |
| QGRO | AMERICAN CENTY ETF TR | $463.09万 | 3.30% | 44,091 | 8,009 | 22.2% | $84.12万 | 加仓 |
| MSFT | MICROSOFT CORP | $359.18万 | 2.56% | 9,703 | -1,280 | -11.7% | -$47.38万 | 减仓 |
| IJH | ISHARES TR | $350.76万 | 2.50% | 51,941 | 4,314 | 9.1% | $29.13万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $347.13万 | 2.47% | 19,904 | -5,804 | -22.6% | -$101.22万 | 减仓 |
| SHY | ISHARES TR | $333.81万 | 2.38% | 40,428 | 40,428 | — | $333.81万 | 新建仓 |
| KLAC | KLA CORP | $331.16万 | 2.36% | 2,249 | -253 | -10.1% | -$37.25万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $313.78万 | 2.24% | 58,054 | 2,103 | 3.8% | $11.37万 | 加仓 |
| COWZ | PACER FDS TR | $312.07万 | 2.22% | 49,883 | 4,493 | 9.9% | $28.11万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $219.31万 | 1.56% | 7,456 | -641 | -7.9% | -$18.85万 | 减仓 |
| IVV | ISHARES TR | $207.33万 | 1.48% | 3,174 | -614 | -16.2% | -$40.11万 | 减仓 |
| AMGN | AMGEN INC | $202.39万 | 1.44% | 5,752 | 1,078 | 23.1% | $37.93万 | 加仓 |
| GOOG | ALPHABET INC | $198.88万 | 1.42% | 6,933 | -2,402 | -25.7% | -$68.90万 | 减仓 |
| AVEM | AMERICAN CENTY ETF TR | $192.91万 | 1.37% | 23,941 | 2,580 | 12.1% | $20.79万 | 加仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $188.86万 | 1.35% | 5,472 | 652 | 13.5% | $22.50万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $177.15万 | 1.26% | 1,778 | -66 | -3.6% | -$6.58万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $175.22万 | 1.25% | 6,476 | 163 | 2.6% | $4.41万 | 加仓 |
| CSCO | CISCO SYS INC | $175.14万 | 1.25% | 22,573 | -25 | -0.1% | -$1,940 | 减仓 |
| AMZN | AMAZON COM INC | $173.57万 | 1.24% | 8,334 | -2,478 | -22.9% | -$51.61万 | 减仓 |
| GOOGL | ALPHABET INC | $164.74万 | 1.17% | 5,729 | -2,251 | -28.2% | -$64.73万 | 减仓 |
| PSX | PHILLIPS 66 | $157.45万 | 1.12% | 8,642 | 1,226 | 16.5% | $22.34万 | 加仓 |
| ADI | ANALOG DEVICES INC | $154.47万 | 1.10% | 4,855 | 21 | 0.4% | $6,681 | 加仓 |
| BLK | BLACKROCK INC | $153.80万 | 1.10% | 1,599 | 156 | 10.8% | $15.00万 | 加仓 |
| BAC | BANK AMERICA CORP | $153.71万 | 1.10% | 31,530 | 2,090 | 7.1% | $10.19万 | 加仓 |
| RTX | RTX CORPORATION | $151.86万 | 1.08% | 7,873 | 739 | 10.4% | $14.25万 | 加仓 |
| — | HARBOR ETF TRUST | $148.80万 | 1.06% | 42,415 | 5,104 | 13.7% | $17.91万 | 加仓 |
| AGG | ISHARES TR | $138.63万 | 0.99% | 13,965 | -813 | -5.5% | -$8.07万 | 减仓 |
| PULS | PGIM ETF TR | $133.17万 | 0.95% | 26,903 | 1,372 | 5.4% | $6.79万 | 加仓 |
| EMR | EMERSON ELEC CO | $130.07万 | 0.93% | 9,927 | -2,333 | -19.0% | -$30.57万 | 减仓 |
| LOW | LOWES COS INC | $123.83万 | 0.88% | 5,241 | 482 | 10.1% | $11.39万 | 加仓 |
| IEFA | ISHARES TR | $121.16万 | 0.86% | 13,383 | -1,991 | -13.0% | -$18.02万 | 减仓 |
| SYK | STRYKER CORPORATION | $117.02万 | 0.83% | 3,561 | 191 | 5.7% | $6.28万 | 加仓 |
| IBTP | ISHARES TR | $105.45万 | 0.75% | 41,143 | 21,098 | 105.3% | $54.07万 | 加仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $105.07万 | 0.75% | 6,681 | 651 | 10.8% | $10.24万 | 加仓 |
| TJX | TJX COS INC NEW | $104.22万 | 0.74% | 6,526 | -110 | -1.7% | -$1.76万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $99.82万 | 0.71% | 10,748 | 1,517 | 16.4% | $14.09万 | 加仓 |
| META | META PLATFORMS INC | $99.38万 | 0.71% | 1,737 | -339 | -16.3% | -$19.40万 | 减仓 |
| IUSB | ISHARES TR | $98.30万 | 0.70% | 21,282 | -2,069 | -8.9% | -$9.56万 | 减仓 |
| KO | COCA COLA CO | $97.93万 | 0.70% | 12,877 | 8,536 | 196.6% | $64.91万 | 加仓 |
| IWM | ISHARES TR | $95.60万 | 0.68% | 3,855 | -359 | -8.5% | -$8.90万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $94.51万 | 0.67% | 4,646 | -981 | -17.4% | -$19.96万 | 减仓 |
| TMUS | T-MOBILE US INC | $89.88万 | 0.64% | 4,279 | 892 | 26.3% | $18.74万 | 加仓 |
| WMT | WALMART INC | $87.78万 | 0.63% | 7,063 | -2,528 | -26.4% | -$31.42万 | 减仓 |
| ISRG | INTUITIVE SURGICAL INC | $84.45万 | 0.60% | 1,832 | -84 | -4.4% | -$3.87万 | 减仓 |
| QQQ | INVESCO QQQ TR | $80.52万 | 0.57% | 1,395 | 11 | 0.8% | $6,349 | 加仓 |
| AVGO | BROADCOM INC | $77.59万 | 0.55% | 2,507 | -905 | -26.5% | -$28.01万 | 减仓 |
| TXN | TEXAS INSTRS INC | $77.41万 | 0.55% | 3,988 | 312 | 8.5% | $6.06万 | 加仓 |
| GSLC | GOLDMAN SACHS ETF TR | $76.00万 | 0.54% | 6,074 | -2,264 | -27.2% | -$28.33万 | 减仓 |
| SGOV | ISHARES TR | $71.52万 | 0.51% | 7,105 | 7,105 | — | $71.52万 | 新建仓 |
| ITOT | ISHARES TR | $71.46万 | 0.51% | 5,017 | -3,291 | -39.6% | -$46.88万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $63.73万 | 0.45% | 4,795 | -355 | -6.9% | -$4.72万 | 减仓 |
| TSLA | TESLA INC | $62.12万 | 0.44% | 1,671 | -1,054 | -38.7% | -$39.18万 | 减仓 |
| NFLX | NETFLIX INC. | $56.10万 | 0.40% | 5,835 | -1,140 | -16.3% | -$10.96万 | 减仓 |
| CAT | CATERPILLAR INC | $54.77万 | 0.39% | 773 | -548 | -41.5% | -$38.82万 | 减仓 |
| IEMG | ISHARES INC | $54.37万 | 0.39% | 7,795 | -1,971 | -20.2% | -$13.75万 | 减仓 |
| CVX | CHEVRON CORPORATION | $50.77万 | 0.36% | 2,454 | 2,454 | — | $50.77万 | 新建仓 |
| DE | DEERE & CO | $49.12万 | 0.35% | 872 | -432 | -33.1% | -$24.33万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $48.59万 | 0.35% | 1,014 | -467 | -31.5% | -$22.38万 | 减仓 |
| GD | GENERAL DYNAMICS CORP | $48.43万 | 0.35% | 1,411 | -34 | -2.4% | -$1.17万 | 减仓 |
| AMT | AMERICAN TOWER CORP | $48.16万 | 0.34% | 2,790 | 421 | 17.8% | $7.27万 | 加仓 |
| IJR | ISHARES TR | $47.67万 | 0.34% | 3,834 | -1,466 | -27.7% | -$18.23万 | 减仓 |
| GGG | GRACO INC | $47.05万 | 0.34% | 5,558 | -423 | -7.1% | -$3.58万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $46.98万 | 0.33% | 1,938 | -1,207 | -38.4% | -$29.26万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $46.41万 | 0.33% | 3,173 | -819 | -20.5% | -$11.98万 | 减仓 |
| GEV | GE VERNOVA INC | $45.30万 | 0.32% | 519 | -396 | -43.3% | -$34.57万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $44.71万 | 0.32% | 1,478 | -494 | -25.1% | -$14.94万 | 减仓 |
| ETN | EATON CORP PLC | $44.06万 | 0.31% | 1,232 | -373 | -23.2% | -$13.34万 | 减仓 |
| WFC | WELLS FARGO & CO | $42.62万 | 0.30% | 5,353 | -1,223 | -18.6% | -$9.74万 | 减仓 |
| ANET | ARISTA NETWORKS INC | $40.79万 | 0.29% | 3,322 | -844 | -20.3% | -$10.36万 | 减仓 |
| — | EXXON MOBIL CORP | $40.26万 | 0.29% | 2,373 | -36 | -1.5% | -$6,108 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $39.93万 | 0.28% | 472 | -301 | -38.9% | -$25.46万 | 减仓 |
| V | VISA INC | $39.62万 | 0.28% | 1,311 | -770 | -37.0% | -$23.27万 | 减仓 |
| BX | BLACKSTONE INC | $39.45万 | 0.28% | 3,431 | -113 | -3.2% | -$1.30万 | 减仓 |
| BNY | BANK NEW YORK MELLON CORP | $38.61万 | 0.28% | 3,255 | -1,121 | -25.6% | -$13.30万 | 减仓 |
| SSD | SIMPSON MFG INC | $38.55万 | 0.27% | 2,246 | 108 | 5.1% | $1.85万 | 加仓 |
| GE | GE AEROSPACE | $37.83万 | 0.27% | 1,333 | -769 | -36.6% | -$21.82万 | 减仓 |
| XEL | XCEL ENERGY INC | $37.50万 | 0.27% | 4,720 | -1,000 | -17.5% | -$7.94万 | 减仓 |
| TTC | TORO CO | $36.78万 | 0.26% | 3,936 | 181 | 4.8% | $1.69万 | 加仓 |
| PWR | QUANTA SVCS INC | $36.35万 | 0.26% | 662 | -397 | -37.5% | -$21.80万 | 减仓 |
| PKG | PACKAGING CORP AMER | $35.50万 | 0.25% | 1,673 | 1,673 | — | $35.50万 | 新建仓 |
| WTS | WATTS WATER TECHNOLOGIES INC | $35.44万 | 0.25% | 1,221 | 64 | 5.5% | $1.86万 | 加仓 |
| PRI | PRIMERICA INC | $35.19万 | 0.25% | 1,405 | 70 | 5.2% | $1.75万 | 加仓 |
| ASML | ASML HLDG NV | $35.00万 | 0.25% | 265 | -25 | -8.6% | -$3.30万 | 减仓 |
| UNP | UNION PAC CORP | $34.14万 | 0.24% | 1,407 | 1,407 | — | $34.14万 | 新建仓 |
| NOC | NORTHROP GRUMMAN CORP | $33.70万 | 0.24% | 494 | 494 | — | $33.70万 | 新建仓 |
| GOLF | ACUSHNET HLDGS CORP | $33.36万 | 0.24% | 3,569 | 186 | 5.5% | $1.74万 | 加仓 |
| PHYL | PGIM ETF TR | $32.99万 | 0.24% | 9,527 | -9,098 | -48.8% | -$31.51万 | 减仓 |
| OKE | ONEOK INC NEW | $32.83万 | 0.23% | 3,632 | 3,632 | — | $32.83万 | 新建仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $32.74万 | 0.23% | 1,127 | 1,127 | — | $32.74万 | 新建仓 |
| SPGI | S&P GLOBAL INC | $32.71万 | 0.23% | 769 | -732 | -48.8% | -$31.14万 | 减仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $32.59万 | 0.23% | 1,173 | -241 | -17.0% | -$6.70万 | 减仓 |
| PNC | PNC FINL SVCS GROUP INC | $32.15万 | 0.23% | 1,545 | -907 | -37.0% | -$18.87万 | 减仓 |
| FCN | FTI CONSULTING INC | $30.53万 | 0.22% | 1,727 | 92 | 5.6% | $1.63万 | 加仓 |
| RBC | RBC BEARINGS INC | $30.14万 | 0.21% | 555 | -23 | -4.0% | -$1.25万 | 减仓 |
| HOOD | ROBINHOOD MKTS INC | $30.06万 | 0.21% | 4,337 | 570 | 15.1% | $3.95万 | 加仓 |
| TPL | TEXAS PACIFIC LAND CORPORATI | $29.71万 | 0.21% | 626 | 626 | — | $29.71万 | 新建仓 |