Portfolio Design Labs, LLC
ENCINO CA · SEC CIK 0002010278
$5.62亿2026Q1 申报市值
232持仓数
39.5%前十大占比 · 第一大 7.4%
34 / 8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 加仓+$482.13万
TFLO 加仓+$463.89万
IEI 加仓+$299.01万
STIP 加仓+$275.68万
MSFT 加仓+$173.83万
2026Q1 卖出最多 按季末市值估算
AAPL 减仓-$384.34万
GOOG 减仓-$372.20万
GLD 减仓-$348.19万
BIL 减仓-$230.16万
MU 减仓-$211.25万
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 |
|---|---|---|---|---|---|---|---|---|
| BAC | BANK AMERICA CORP | $239.79万 | 0.43% | 49,188 | -2,709 | -5.2% | -$13.21万 | 减仓 |
| ABBV | ABBVIE INC | $241.12万 | 0.43% | 11,086 | -1,082 | -8.9% | -$23.53万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $247.33万 | 0.44% | 4,950 | -968 | -16.4% | -$48.37万 | 减仓 |
| PPL | PPL CORP | $250.48万 | 0.45% | 65,570 | -3,982 | -5.7% | -$15.21万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $252.25万 | 0.45% | 12,400 | -2,349 | -15.9% | -$47.79万 | 减仓 |
| KO | COCA COLA CO | $253.04万 | 0.45% | 33,273 | -5,647 | -14.5% | -$42.95万 | 减仓 |
| GE | GE AEROSPACE | $253.75万 | 0.45% | 8,942 | -1,761 | -16.5% | -$49.97万 | 减仓 |
| LIN | LINDE PLC | $260.14万 | 0.46% | 5,247 | -257 | -4.7% | -$12.74万 | 减仓 |
| ROST | ROSS STORES INC | $277.05万 | 0.49% | 12,789 | -63 | -0.5% | -$1.36万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $295.54万 | 0.53% | 2,966 | -251 | -7.8% | -$25.01万 | 减仓 |
| TMUS | T-MOBILE US INC | $310.82万 | 0.55% | 14,799 | 271 | 1.9% | $5.69万 | 加仓 |
| WMT | WALMART INC | $332.23万 | 0.59% | 26,732 | -3,469 | -11.5% | -$43.11万 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $380.09万 | 0.68% | 22,988 | -1,446 | -5.9% | -$23.91万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $398.13万 | 0.71% | 27,563 | -982 | -3.4% | -$14.18万 | 减仓 |
| WELL | WELLTOWER INC | $405.33万 | 0.72% | 20,501 | -2,157 | -9.5% | -$42.65万 | 减仓 |
| RTX | RTX CORPORATION | $422.09万 | 0.75% | 21,881 | -1,734 | -7.3% | -$33.45万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $463.53万 | 0.82% | 9,673 | -1,831 | -15.9% | -$87.74万 | 减仓 |
| CVX | CHEVRON CORPORATION | $498.28万 | 0.89% | 24,083 | -4,439 | -15.6% | -$91.84万 | 减仓 |
| TJX | TJX COS INC NEW | $517.82万 | 0.92% | 32,424 | -1,282 | -3.8% | -$20.47万 | 减仓 |
| NFLX | NETFLIX INC. | $531.43万 | 0.95% | 55,271 | 2,859 | 5.5% | $27.49万 | 加仓 |
| MEAR | ISHARES U S ETF TR | $561.84万 | 1.00% | 111,610 | -218 | -0.2% | -$1.10万 | 减仓 |
| V | VISA INC | $598.80万 | 1.06% | 19,812 | -1,924 | -8.9% | -$58.15万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $630.69万 | 1.12% | 21,440 | -1,884 | -8.1% | -$55.42万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $664.99万 | 1.18% | 27,205 | -2,835 | -9.4% | -$69.30万 | 减仓 |
| — | EXXON MOBIL CORP | $748.50万 | 1.33% | 44,118 | -9,049 | -17.0% | -$153.52万 | 减仓 |
| LLY | ELI LILLY & CO | $807.84万 | 1.44% | 8,783 | -1,380 | -13.6% | -$126.93万 | 减仓 |
| USMV | ISHARES TR | $938.55万 | 1.67% | 101,202 | -11,734 | -10.4% | -$108.82万 | 减仓 |
| IEI | ISHARES TR | $1,088.53万 | 1.94% | 91,782 | 25,212 | 37.9% | $299.01万 | 加仓 |
| SSO | PROSHARES TR | $1,178.01万 | 2.09% | 227,064 | -8,212 | -3.5% | -$42.60万 | 减仓 |
| AVGO | BROADCOM INC | $1,209.55万 | 2.15% | 39,079 | -2,769 | -6.6% | -$85.70万 | 减仓 |
| STIP | ISHARES TR | $1,254.96万 | 2.23% | 121,334 | 26,654 | 28.2% | $275.68万 | 加仓 |
| META | META PLATFORMS INC | $1,300.63万 | 2.31% | 22,733 | 1,078 | 5.0% | $61.68万 | 加仓 |
| EFAV | ISHARES TR | $1,594.10万 | 2.83% | 174,466 | -1,691 | -1.0% | -$15.45万 | 减仓 |
| AMZN | AMAZON COM INC | $1,658.97万 | 2.95% | 79,655 | -5,660 | -6.6% | -$117.88万 | 减仓 |
| SHY | ISHARES TR | $1,700.60万 | 3.02% | 205,958 | 58,390 | 39.6% | $482.13万 | 加仓 |
| TFLO | ISHARES TR | $1,717.89万 | 3.06% | 339,302 | 91,623 | 37.0% | $463.89万 | 加仓 |
| GOOG | ALPHABET INC | $2,094.29万 | 3.72% | 73,007 | -12,975 | -15.1% | -$372.20万 | 减仓 |
| MSFT | MICROSOFT CORP | $2,473.83万 | 4.40% | 66,829 | 4,696 | 7.6% | $173.83万 | 加仓 |
| AAPL | APPLE INC | $2,554.83万 | 4.54% | 100,667 | -15,144 | -13.1% | -$384.34万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $2,933.06万 | 5.22% | 168,180 | -6,951 | -4.0% | -$121.23万 | 减仓 |
| GLD | SPDR GOLD TR | $4,158.93万 | 7.40% | 96,654 | -8,092 | -7.7% | -$348.19万 | 减仓 |