PRAIRIEVIEW WEALTH PARTNERS, LLC
FRANKFORT IL · SEC CIK 0002011194
$1.34亿2026Q2 申报市值
29持仓数
90.3%前十大占比 · 第一大 21.7%
1 / 2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
AGG 加仓+$180.98万
HTRB 加仓+$155.15万
FPX 新建仓+$22.58万
HELO 加仓+$22.40万
MUNI 加仓+$21.52万
2026Q2 卖出最多 按季末市值估算
IVV 减仓-$80.81万
SPYG 减仓-$67.26万
VTWO 减仓-$56.82万
QQQ 清仓-$44.86万
SPYV 清仓-$44.21万
2026Q2 持仓明细 点表头排序
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 |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES CORE S&P 500 ETF | $2,907.96万 | 21.72% | 38,830 | -1,079 | -2.7% | -$80.81万 | 减仓 |
| AGG | ISHARES CORE U.S. AGGREGATE BOND ETF | $1,658.61万 | 12.39% | 167,570 | 18,284 | 12.2% | $180.98万 | 加仓 |
| HTRB | HARTFORD TOTAL RETURN BOND ETF | $1,338.53万 | 10.00% | 396,778 | 45,991 | 13.1% | $155.15万 | 加仓 |
| IWR | ISHARES RUSSELL MIDCAP ETF | $1,216.09万 | 9.09% | 110,233 | -613 | -0.6% | -$6.76万 | 减仓 |
| VTV | VANGUARD MORNINGSTAR VALUE ETF | $1,120.36万 | 8.37% | 51,409 | -325 | -0.6% | -$7.08万 | 减仓 |
| VTWO | VANGUARD RUSSELL 2000 ETF | $976.87万 | 7.30% | 80,454 | -4,680 | -5.5% | -$56.82万 | 减仓 |
| MUB | ISHARES NATIONAL MUNI BOND ETF | $847.07万 | 6.33% | 78,709 | -2,688 | -3.3% | -$28.93万 | 减仓 |
| HELO | JPMORGAN HEDGED EQUITY LADDERED OVERLAY ETF | $830.13万 | 6.20% | 122,837 | 3,314 | 2.8% | $22.40万 | 加仓 |
| SPYG | STATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETF | $698.91万 | 5.22% | 58,737 | -5,653 | -8.8% | -$67.26万 | 减仓 |
| IXUS | ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF | $497.05万 | 3.71% | 52,080 | -316 | -0.6% | -$3.02万 | 减仓 |
| VTEB | VANGUARD TAX-EXEMPT BOND ETF | $243.12万 | 1.82% | 48,067 | 2,524 | 5.5% | $12.77万 | 加仓 |
| IJR | ISHARES CORE S&P SMALL CAP ETF | $163.48万 | 1.22% | 11,023 | -482 | -4.2% | -$7.15万 | 减仓 |
| MUNI | PIMCO INTERMEDIATE MUNICIPAL BOND ACTIVE EXCHANGE-TRADED FUND | $135.49万 | 1.01% | 25,758 | 4,092 | 18.9% | $21.52万 | 加仓 |
| JPLD | JPMORGAN LIMITED DURATION BOND ETF | $110.20万 | 0.82% | 21,115 | 3,768 | 21.7% | $19.67万 | 加仓 |
| XYLD | GLOBAL X S&P 500 COVERED CALL ETF | $78.25万 | 0.58% | 19,184 | -640 | -3.2% | -$2.61万 | 减仓 |
| AXP | AMERICAN EXPRESS CO COM | $63.90万 | 0.48% | 1,889 | 0 | 0.0% | — | 不变 |
| USRT | ISHARES CORE U.S. REIT ETF | $54.74万 | 0.41% | 8,238 | -208 | -2.5% | -$1.38万 | 减仓 |
| WWD | WOODWARD INC COM | $51.22万 | 0.38% | 1,204 | 0 | 0.0% | — | 不变 |
| EEM | ISHARES MSCI EMERGING MARKETS ETF | $50.36万 | 0.38% | 7,362 | -222 | -2.9% | -$1.52万 | 减仓 |
| HYMB | STATE STREET SPDR NUVEEN ICE HIGH YIELD MUNICIPAL BOND ETF | $47.53万 | 0.36% | 18,682 | -459 | -2.4% | -$1.17万 | 减仓 |
| RLY | STATE STREET MULTI-ASSET REAL RETURN ETF | $47.13万 | 0.35% | 13,657 | -619 | -4.3% | -$2.14万 | 减仓 |
| NVDA | NVIDIA CORPORATION COM | $43.34万 | 0.32% | 2,166 | 25 | 1.2% | $5,002 | 加仓 |
| CCOI | COGENT COMM HOLDINGS INC COM NEW | $35.73万 | 0.27% | 25,742 | -4,000 | -13.4% | -$5.55万 | 减仓 |
| SCHE | SCHWAB EMERGING MARKETS EQUITY ETF | $34.96万 | 0.26% | 9,642 | -329 | -3.3% | -$1.19万 | 减仓 |
| MSFT | MICROSOFT CORP COM | $33.94万 | 0.25% | 910 | 9 | 1.0% | $3,357 | 加仓 |
| IWB | ISHARES RUSSELL 1000 ETF | $28.01万 | 0.21% | 684 | 0 | 0.0% | — | 不变 |
| VGIT | VANGUARD INTERMEDIATE-TERM TREASURY ETF | $25.07万 | 0.19% | 4,251 | -92 | -2.1% | -$5,426 | 减仓 |
| USTB | VICTORYSHARES SHORT-TERM BOND ETF | $24.83万 | 0.19% | 4,905 | -108 | -2.2% | -$5,467 | 减仓 |
| FPX | FIRST TRUST US EQUITY OPPORTUNITIES ETF | $22.58万 | 0.17% | 1,095 | 1,095 | — | $22.58万 | 新建仓 |
| QQQ | INVESCO QQQ TRUST SERIES I | $0 | 0.00% | 0 | -777 | -100.0% | -$44.86万 | 清仓 |
| SPYV | STATE STREET SPDR PORTFOLIO S&P 500 VALUE ETF | $0 | 0.00% | 0 | -7,815 | -100.0% | -$44.21万 | 清仓 |