PRAIRIEVIEW WEALTH PARTNERS, LLC
FRANKFORT IL · SEC CIK 0002011194
$1.22亿2026Q1 申报市值
30持仓数
89.6%前十大占比 · 第一大 21.4%
1 / 1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
HTRB 加仓+$1,103.21万
MUNI 新建仓+$113.07万
AGG 加仓+$60.59万
JPLD 加仓+$46.13万
VTEB 加仓+$28.07万
2026Q1 卖出最多 按季末市值估算
MUB 减仓-$23.61万
SPYM 清仓-$22.73万
CCOI 减仓-$9.42万
USTB 减仓-$6.40万
VGIT 减仓-$6.10万
2026Q1 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 | $2,606.87万 | 21.37% | 39,909 | 377 | 1.0% | $24.63万 | 加仓 |
| AGG | ISHARES CORE U.S. AGGREGATE BOND ETF | $1,481.96万 | 12.15% | 149,286 | 6,104 | 4.3% | $60.59万 | 加仓 |
| HTRB | HARTFORD TOTAL RETURN BOND ETF | $1,183.56万 | 9.70% | 350,787 | 326,973 | 1,373.0% | $1,103.21万 | 加仓 |
| IWR | ISHARES RUSSELL MIDCAP ETF | $1,077.76万 | 8.84% | 110,846 | 1,863 | 1.7% | $18.11万 | 加仓 |
| VTV | VANGUARD VALUE ETF | $1,015.02万 | 8.32% | 51,734 | 595 | 1.2% | $11.67万 | 加仓 |
| MUB | ISHARES NATIONAL MUNI BOND ETF | $864.03万 | 7.08% | 81,397 | -2,224 | -2.7% | -$23.61万 | 减仓 |
| VTWO | VANGUARD RUSSELL 2000 ETF | $852.79万 | 6.99% | 85,134 | 1,650 | 2.0% | $16.53万 | 加仓 |
| HELO | JPMORGAN HEDGED EQUITY LADDERED OVERLAY ETF | $763.87万 | 6.26% | 119,523 | 3,622 | 3.1% | $23.15万 | 加仓 |
| SPYG | STATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETF | $630.45万 | 5.17% | 64,390 | 247 | 0.4% | $2.42万 | 加仓 |
| IXUS | ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF | $453.96万 | 3.72% | 52,396 | 421 | 0.8% | $3.65万 | 加仓 |
| VTEB | VANGUARD TAX-EXEMPT BOND ETF | $227.21万 | 1.86% | 45,543 | 5,626 | 14.1% | $28.07万 | 加仓 |
| IJR | ISHARES CORE S&P SMALL CAP ETF | $143.02万 | 1.17% | 11,505 | -273 | -2.3% | -$3.39万 | 减仓 |
| MUNI | PIMCO INTERMEDIATE MUNICIPAL BOND ACTIVE EXCHANGE-TRADED FUND | $113.07万 | 0.93% | 21,666 | 21,666 | — | $113.07万 | 新建仓 |
| JPLD | JPMORGAN LIMITED DURATION BOND ETF | $90.53万 | 0.74% | 17,347 | 8,839 | 103.9% | $46.13万 | 加仓 |
| XYLD | GLOBAL X S&P 500 COVERED CALL ETF | $77.57万 | 0.64% | 19,824 | -62 | -0.3% | -$2,426 | 减仓 |
| AXP | AMERICAN EXPRESS CO COM | $57.14万 | 0.47% | 1,889 | 0 | 0.0% | — | 不变 |
| CCOI | COGENT COMM HOLDINGS INC COM NEW | $56.03万 | 0.46% | 29,742 | -5,000 | -14.4% | -$9.42万 | 减仓 |
| RLY | STATE STREET MULTI-ASSET REAL RETURN ETF | $51.61万 | 0.42% | 14,276 | -171 | -1.2% | -$6,182 | 减仓 |
| USRT | ISHARES CORE U.S. REIT ETF | $49.99万 | 0.41% | 8,446 | -73 | -0.9% | -$4,321 | 减仓 |
| HYMB | STATE STREET SPDR NUVEEN ICE HIGH YIELD MUNICIPAL BOND ETF | $47.47万 | 0.39% | 19,141 | -29 | -0.2% | -$719 | 减仓 |
| QQQ | INVESCO QQQ TRUST SERIES I | $44.86万 | 0.37% | 777 | -97 | -11.1% | -$5.60万 | 减仓 |
| SPYV | STATE STREET SPDR PORTFOLIO S&P 500 VALUE ETF | $44.21万 | 0.36% | 7,815 | 350 | 4.7% | $1.98万 | 加仓 |
| WWD | WOODWARD INC COM | $43.09万 | 0.35% | 1,204 | 0 | 0.0% | — | 不变 |
| EEM | ISHARES MSCI EMERGING MARKETS ETF | $43.07万 | 0.35% | 7,584 | -44 | -0.6% | -$2,499 | 减仓 |
| NVDA | NVIDIA CORPORATION COM | $37.34万 | 0.31% | 2,141 | 0 | 0.0% | — | 不变 |
| MSFT | MICROSOFT CORP COM | $33.35万 | 0.27% | 901 | 0 | 0.0% | — | 不变 |
| SCHE | SCHWAB EMERGING MARKETS EQUITY ETF | $32.85万 | 0.27% | 9,971 | -53 | -0.5% | -$1,746 | 减仓 |
| VGIT | VANGUARD INTERMEDIATE-TERM TREASURY ETF | $25.86万 | 0.21% | 4,343 | -1,024 | -19.1% | -$6.10万 | 减仓 |
| USTB | VICTORYSHARES SHORT-TERM BOND ETF | $25.36万 | 0.21% | 5,013 | -1,266 | -20.2% | -$6.40万 | 减仓 |
| IWB | ISHARES RUSSELL 1000 ETF | $24.39万 | 0.20% | 684 | 0 | 0.0% | — | 不变 |
| SPYM | STATE STREET SPDR PORTFOLIO S&P 500 ETF | $0 | 0.00% | 0 | -2,834 | -100.0% | -$22.73万 | 清仓 |