13F 机构持仓

PROATHLETE WEALTH MANAGEMENT LLC

BOCA RATON FL · SEC CIK 0002012065

2026Q22026Q1 更早 9 个季度 🔒
$3.61亿2026Q1 申报市值
296持仓数
78.1%前十大占比 · 第一大 28.2%
6 / 25新建仓 / 清仓
申报市值走势$4.04亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

IVV 28.2%
IWF 13.1%
IWD 9.1%
IJR 7.8%
QQQ 5.0%
IEFA 4.2%
AVUV 3.5%
VWO 2.5%
IBIT 2.3%
NEAR 2.3%

2026Q1 买入最多 按季末市值估算

IVV 加仓+$260.81万
IWF 加仓+$144.77万
IWD 加仓+$121.40万
IBIT 加仓+$95.23万
IJR 加仓+$59.08万

2026Q1 卖出最多 按季末市值估算

IEFA 减仓-$38.06万
TSM 减仓-$29.91万
VYM 减仓-$17.32万
MSFT 减仓-$11.99万
VZ 减仓-$11.46万

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
PRU PRUDENTIAL FINL INC $4.30万0.01%440 00.0% — 不变
APH AMPHENOL CORP NEW CLASS CLASS A $4.42万0.01%350 00.0% — 不变
AEIS ADVANCED ENERGY INDS INC $4.44万0.01%137 00.0% — 不变
VTWO VANGUARD RUSSELL 2000 INDEX FUND ETF SHARES $4.59万0.01%458 00.0% — 不变
APO APOLLO GLOBAL MGMT INC NCLASS CLASS A $4.74万0.01%425 -292-40.7% -$3.26万 减仓
SJNK STATE STREET SPDR BLOOMBERG SHORT TERM HIGH YIELD BOND ETF $4.76万0.01%1,905 00.0% — 不变
STAG STAG INDL INC REIT $4.89万0.01%1,355 50.4% $180 加仓
GRNY FUNDSTRAT GRANNY SHOTS US LARGE CAP ETF $5.26万0.01%2,202 00.0% — 不变
AME AMETEK INC NEW $5.36万0.01%250 00.0% — 不变
BAC BANK OF AMERICA CORP $5.61万0.02%1,151 00.0% — 不变
BMY BRISTOL MYERS SQUIBB CO $5.64万0.02%930 00.0% — 不变
HAL HALLIBURTON CO $6.36万0.02%1,632 1,632— $6.36万 新建仓
VONV VANGUARD RUSSELL 1000 VALUE INDEX FUND ETF SHARES $6.51万0.02%694 00.0% — 不变
SYY SYSCO CORP $6.86万0.02%961 00.0% — 不变
TJX TJX COS INC NEW $6.88万0.02%430 10.2% $160 加仓
RSG REPUBLIC SVCS INC $6.98万0.02%318 10.3% $219 加仓
BX BLACKSTONE INC $7.02万0.02%610 -760-55.5% -$8.75万 减仓
NUE NUCOR CORP $7.71万0.02%455 10.2% $169 加仓
WPC W P CAREY INC REIT $7.88万0.02%1,160 161.4% $1,087 加仓
TSM TAIWAN SEMICONDUCTOR M FSPONSORED ADR 1 ADR REPS 5 ORD SHS $8.62万0.02%255 -885-77.6% -$29.91万 减仓
MDLZ MONDELEZ INTL INC CLASS A $8.64万0.02%1,498 00.0% — 不变
PANW PALO ALTO NETWORKS INC $9.30万0.03%580 00.0% — 不变
BND VANGUARD TOTAL BOND MARKET INDEX FUND ETF SHARES $9.35万0.03%1,256 -41-3.2% -$3,053 减仓
— ISHARES ETHEREUM TRUST ETF $9.43万0.03%5,960 68713.0% $1.09万 加仓
O REALTY INCOME CORP REIT $9.52万0.03%1,555 191.2% $1,164 加仓
RF REGIONS FINL CORP NEW $9.67万0.03%3,700 361.0% $940 加仓
PEP PEPSICO INC $9.86万0.03%634 00.0% — 不变
VO VANGUARD MID-CAP INDEX FUND ETF SHARES $9.91万0.03%345 00.0% — 不变
MET METLIFE INC $9.98万0.03%1,410 00.0% — 不变
AJG GALLAGHER ARTHUR J & CO $10.12万0.03%467 00.0% — 不变
EOG EOG RES INC $10.46万0.03%723 00.0% — 不变
GOOG ALPHABET INC CLASS CLASS C $10.78万0.03%375 00.0% — 不变
UBER UBER TECHNOLOGIES INC $11.11万0.03%1,544 120.8% $863 加仓
USB US BANCORP DEL $11.27万0.03%2,166 00.0% — 不变
MRK MERCK & CO. INC. $11.51万0.03%956 00.0% — 不变
SCHW CHARLES SCHWAB CORP $11.90万0.03%1,265 20.2% $188 加仓
— BLACKROCK PRIVATE CREDIT FUND CLASS INSTITUTIONAL SHARES $12.13万0.03%5,155 1252.5% $2,942 加仓
ANET ARISTA NETWORKS INC $12.43万0.03%1,012 00.0% — 不变
SLB SLB LIMITED F $12.60万0.03%2,452 1,12584.8% $5.78万 加仓
CVS CVS HEALTH CORP $12.81万0.04%1,784 160.9% $1,149 加仓
CB CHUBB LTD F $13.00万0.04%399 00.0% — 不变
REG REGENCY CTRS CORP REIT $13.28万0.04%1,755 191.1% $1,438 加仓
CAT CATERPILLAR INC $13.33万0.04%188 00.0% — 不变
WFC WELLS FARGO & CO $13.38万0.04%1,681 00.0% — 不变
UAL UNITED AIRLINES HLDG $13.81万0.04%1,500 00.0% — 不变
PLD PROLOGIS INC REIT $14.37万0.04%1,087 30.3% $397 加仓
SLV ISHARES SILVER TRUST $14.70万0.04%2,157 -1,380-39.0% -$9.40万 减仓
MCD MCDONALDS CORP $15.44万0.04%496 00.0% — 不变
AMD ADVANCED MICRO DEVIC $15.44万0.04%759 00.0% — 不变
VUG VANGUARD GROWTH INDEX FUND ETF SHARES $16.85万0.05%385 00.0% — 不变
SO SOUTHERN CO $17.55万0.05%1,817 100.6% $966 加仓
AOM ISHARES CORE 40/60 MODERATE ALLOCATION ETF $17.62万0.05%3,719 00.0% — 不变
EEM ISHARES MSCI EMERGING MARKETS ETF $18.52万0.05%3,260 00.0% — 不变
IVW ISHARES S&P 500 GROWTH ETF $18.97万0.05%1,677 -219-11.6% -$2.48万 减仓
ASML ASML HLDG N V FSPONSORED ADR 1 ADR REPS 1 ORD SHS $19.15万0.05%145 -25-14.7% -$3.30万 减仓
BLK BLACKROCK INC NEW $19.95万0.06%207 00.0% — 不变
ADI ANALOG DEVICES INC $19.95万0.06%627 00.0% — 不变
IEMG ISHARES CORE MSCI EMERGING MARKETS ETF $19.96万0.06%2,861 00.0% — 不变
CVX CHEVRON CORP NEW $20.25万0.06%978 00.0% — 不变
GD GENERAL DYNAMICS CORP $20.72万0.06%603 00.0% — 不变
LLY ELI LILLY AND CO $21.40万0.06%232 6337.3% $5.81万 加仓
ABBV ABBVIE INC $21.41万0.06%984 00.0% — 不变
AVGO BROADCOM INC $21.51万0.06%695 00.0% — 不变
HD HOME DEPOT INC $21.72万0.06%660 10.2% $329 加仓
COST COSTCO WHSL CORP NEW $21.72万0.06%217 00.0% — 不变
JNK STATE STREET SPDR BLOOMBERG HIGH YIELD BOND ETF $22.70万0.06%2,371 00.0% — 不变
PFF ISHARES PREFERRED AND INCOME SECURITIES ETF $27.62万0.08%9,110 00.0% — 不变
PM PHILIP MORRIS INTL INC $28.16万0.08%1,703 00.0% — 不变
COP CONOCOPHILLIPS $31.35万0.09%2,373 30.1% $396 加仓
JNJ JOHNSON & JOHNSON $32.01万0.09%1,308 10.1% $245 加仓
UNH UNITEDHEALTH GROUP INC $32.86万0.09%1,213 -175-12.6% -$4.74万 减仓
SYK STRYKER CORP $34.27万0.10%1,042 161.6% $5,263 加仓
BIIB BIOGEN INC $35.64万0.10%1,944 -164-7.8% -$3.01万 减仓
NKE NIKE INC CLASS CLASS B $36.96万0.10%6,996 420.6% $2,219 加仓
— EXXON MOBIL CORP $39.54万0.11%2,330 00.0% — 不变
CSCO CISCO SYS INC $43.45万0.12%5,600 581.0% $4,500 加仓
ACWX ISHARES MSCI ACWI EX U.S. ETF $45.96万0.13%6,712 00.0% — 不变
PFE PFIZER INC $45.98万0.13%16,374 -928-5.4% -$2.61万 减仓
CMG CHIPOTLE MEXICAN GRILL I $50.68万0.14%15,832 -1-0.0% -$32 减仓
MS MORGAN STANLEY $54.87万0.15%3,333 130.4% $2,140 加仓
HYG ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF $54.89万0.15%6,899 00.0% — 不变
SBUX STARBUCKS CORP $60.96万0.17%6,804 -2-0.0% -$179 减仓
MA MASTERCARD INC CLASS CLASS A $62.42万0.17%1,248 -90-6.7% -$4.50万 减仓
VYMI VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD INDEX FUND ETF SHARES $66.42万0.18%7,048 00.0% — 不变
LOW LOWES COS INC $74.89万0.21%3,168 80.3% $1,891 加仓
TXN TEXAS INSTRS INC $75.11万0.21%3,868 -33-0.8% -$6,408 减仓
PG PROCTER & GAMBLE CO $75.97万0.21%5,258 -23-0.4% -$3,323 减仓
IAU ISHARES GOLD TRUST $80.83万0.22%9,169 6,396230.7% $56.39万 加仓
V VISA INC CLASS CLASS A $80.84万0.22%2,673 -46-1.7% -$1.39万 减仓
TSLA TESLA INC $83.16万0.23%2,237 -230-9.3% -$8.55万 减仓
C CITIGROUP INC $91.50万0.25%8,067 310.4% $3,516 加仓
VZ VERIZON COMMUNICATIONS I $91.63万0.25%18,251 -2,283-11.1% -$11.46万 减仓
KO THE COCA-COLA CO $92.98万0.26%12,225 300.2% $2,282 加仓
PGR PROGRESSIVE CORP OH $98.21万0.27%4,954 -83-1.6% -$1.65万 减仓
META META PLATFORMS INC CLASS CLASS A $110.42万0.31%1,929 -47-2.4% -$2.69万 减仓
AAPL APPLE INC $113.25万0.31%4,461 -20-0.4% -$5,078 减仓
IBM IBM CORP $114.45万0.32%4,721 -66-1.4% -$1.60万 减仓
NFLX NETFLIX INC $128.40万0.36%13,354 -156-1.2% -$1.50万 减仓
AXP AMERICAN EXPRESS CO $139.44万0.39%4,609 180.4% $5,446 加仓
JPM JPMORGAN CHASE & CO $160.32万0.44%5,450 -29-0.5% -$8,531 减仓