PROATHLETE WEALTH MANAGEMENT LLC
BOCA RATON FL · SEC CIK 0002012065
$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
26Q126Q2
前十大持仓 占组合比例
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 |
|---|---|---|---|---|---|---|---|---|
| WMT | WALMART INC | $164.45万 | 0.46% | 13,231 | -233 | -1.7% | -$2.90万 | 减仓 |
| SPYD | STATE STREET SPDR PORTFOLIO S&P 500 HIGH DIVIDEND ETF | $183.83万 | 0.51% | 40,384 | 0 | 0.0% | — | 不变 |
| SPY | STATE STREET SPDR S&P 500 ETF TRUST | $193.95万 | 0.54% | 2,982 | 6 | 0.2% | $3,902 | 加仓 |
| AMZN | AMAZON.COM INC | $272.79万 | 0.76% | 13,098 | -343 | -2.6% | -$7.14万 | 减仓 |
| NVDA | NVIDIA CORP | $273.42万 | 0.76% | 15,677 | -266 | -1.7% | -$4.64万 | 减仓 |
| GOOGL | ALPHABET INC CLASS CLASS A | $384.48万 | 1.07% | 13,369 | -388 | -2.8% | -$11.16万 | 减仓 |
| MSFT | MICROSOFT CORP | $419.25万 | 1.16% | 11,325 | -324 | -2.8% | -$11.99万 | 减仓 |
| VEA | VANGUARD FTSE DEVELOPED MARKETS INDEX FUND ETF SHARES | $527.02万 | 1.46% | 81,938 | 7,986 | 10.8% | $51.36万 | 加仓 |
| AVDE | AVANTIS INTERNATIONAL EQUITY ETF | $699.64万 | 1.94% | 82,374 | 2,750 | 3.5% | $23.36万 | 加仓 |
| MUB | ISHARES NATIONAL MUNI BOND ETF | $706.82万 | 1.96% | 66,561 | 3,100 | 4.9% | $32.92万 | 加仓 |
| IEI | ISHARES 3-7 YEAR TREASURY BOND ETF | $776.02万 | 2.15% | 65,399 | 2,401 | 3.8% | $28.49万 | 加仓 |
| NEAR | ISHARES SHORT DURATION BOND ACTIVE ETF | $811.66万 | 2.25% | 159,332 | 3,497 | 2.2% | $17.81万 | 加仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $839.76万 | 2.33% | 216,802 | 24,585 | 12.8% | $95.23万 | 加仓 |
| VWO | VANGUARD FTSE EMERGING MARKETS INDEX FUND ETF SHARES | $890.29万 | 2.47% | 164,521 | 2,973 | 1.8% | $16.09万 | 加仓 |
| AVUV | AVANTIS US SMALL CAP VALUE ETF | $1,266.26万 | 3.51% | 113,960 | 2,769 | 2.5% | $30.77万 | 加仓 |
| IEFA | ISHARES CORE MSCI EAFE ETF | $1,525.19万 | 4.23% | 168,468 | -4,204 | -2.4% | -$38.06万 | 减仓 |
| QQQ | INVESCO QQQ TR | $1,809.85万 | 5.02% | 31,325 | 679 | 2.2% | $39.23万 | 加仓 |
| IJR | ISHARES CORE S&P SMALL-CAP ETF | $2,823.89万 | 7.83% | 226,928 | 4,748 | 2.1% | $59.08万 | 加仓 |
| IWD | ISHARES RUSSELL 1000 VALUE ETF | $3,290.97万 | 9.13% | 153,566 | 5,665 | 3.8% | $121.40万 | 加仓 |
| IWF | ISHARES RUSSELL 1000 GROWTH ETF | $4,718.61万 | 13.09% | 110,460 | 3,389 | 3.2% | $144.77万 | 加仓 |
| IVV | ISHARES CORE S&P 500 ETF | $1.02亿 | 28.19% | 155,371 | 3,987 | 2.6% | $260.81万 | 加仓 |