PROATHLETE WEALTH MANAGEMENT LLC
BOCA RATON FL · SEC CIK 0002012065
$4.04亿2026Q2 申报市值
300持仓数
78.7%前十大占比 · 第一大 28.5%
17 / 13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
SPCX 新建仓+$110.73万
SCHD 加仓+$85.09万
MUB 加仓+$80.70万
IBIT 加仓+$51.41万
IJR 加仓+$25.32万
2026Q2 卖出最多 按季末市值估算
IWD 减仓-$158.15万
IVV 减仓-$140.05万
IWF 减仓-$38.16万
NEAR 减仓-$22.72万
IEFA 减仓-$20.38万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES CORE S&P 500 ETF | $1.15亿 | 28.45% | 153,501 | -1,870 | -1.2% | -$140.05万 | 减仓 |
| IWF | ISHARES RUSSELL 1000 GROWTH ETF | $5,448.60万 | 13.48% | 438,767 | -3,073 | -0.7% | -$38.16万 | 减仓 |
| IWD | ISHARES RUSSELL 1000 VALUE ETF | $3,565.02万 | 8.82% | 147,043 | -6,523 | -4.2% | -$158.15万 | 减仓 |
| IJR | ISHARES CORE S&P SMALL-CAP ETF | $3,391.00万 | 8.39% | 228,635 | 1,707 | 0.8% | $25.32万 | 加仓 |
| QQQ | INVESCO QQQ TR | $2,316.70万 | 5.73% | 31,458 | 133 | 0.4% | $9.79万 | 加仓 |
| IEFA | ISHARES CORE MSCI EAFE ETF | $1,606.70万 | 3.98% | 166,358 | -2,110 | -1.3% | -$20.38万 | 减仓 |
| AVUV | AVANTIS US SMALL CAP VALUE ETF | $1,403.60万 | 3.47% | 112,496 | -1,464 | -1.3% | -$18.27万 | 减仓 |
| VWO | VANGUARD FTSE EMERGING MARKETS INDEX FUND ETF SHARES | $990.65万 | 2.45% | 165,953 | 1,432 | 0.9% | $8.55万 | 加仓 |
| MUB | ISHARES NATIONAL MUNI BOND ETF | $796.03万 | 1.97% | 74,070 | 7,509 | 11.3% | $80.70万 | 加仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $770.89万 | 1.91% | 232,293 | 15,491 | 7.1% | $51.41万 | 加仓 |
| NEAR | ISHARES SHORT DURATION BOND ACTIVE ETF | $769.98万 | 1.91% | 154,765 | -4,567 | -2.9% | -$22.72万 | 减仓 |
| IEI | ISHARES 3-7 YEAR TREASURY BOND ETF | $755.20万 | 1.87% | 64,292 | -1,107 | -1.7% | -$13.00万 | 减仓 |
| AVDE | AVANTIS INTERNATIONAL EQUITY ETF | $730.54万 | 1.81% | 81,892 | -482 | -0.6% | -$4.30万 | 减仓 |
| VEA | VANGUARD FTSE DEVELOPED MARKETS INDEX FUND ETF SHARES | $593.04万 | 1.47% | 83,217 | 1,279 | 1.6% | $9.11万 | 加仓 |
| GOOGL | ALPHABET INC CLASS A | $466.92万 | 1.16% | 13,065 | -304 | -2.3% | -$10.86万 | 减仓 |
| MSFT | MICROSOFT CORP | $417.18万 | 1.03% | 11,182 | -143 | -1.3% | -$5.34万 | 减仓 |
| NVDA | NVIDIA CORP | $308.79万 | 0.76% | 15,432 | -245 | -1.6% | -$4.90万 | 减仓 |
| AMZN | AMAZON.COM INC | $307.12万 | 0.76% | 12,871 | -227 | -1.7% | -$5.42万 | 减仓 |
| SPY | STATE STREET SPDR S&P 500 ETF TRUST | $202.75万 | 0.50% | 2,715 | -267 | -9.0% | -$19.94万 | 减仓 |
| SPYD | STATE STREET SPDR PORTFOLIO S&P 500 HIGH DIVIDEND ETF | $192.67万 | 0.48% | 40,384 | 0 | 0.0% | — | 不变 |
| JPM | JPMORGAN CHASE & CO | $179.08万 | 0.44% | 5,469 | 19 | 0.3% | $6,221 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $157.60万 | 0.39% | 4,658 | 49 | 1.1% | $1.66万 | 加仓 |
| WMT | WALMART INC | $149.58万 | 0.37% | 13,206 | -25 | -0.2% | -$2,832 | 减仓 |
| IBM | IBM CORP | $132.98万 | 0.33% | 4,728 | 7 | 0.1% | $1,969 | 加仓 |
| AAPL | APPLE INC | $129.91万 | 0.32% | 4,489 | 28 | 0.6% | $8,103 | 加仓 |
| TXN | TEXAS INSTRS INC | $115.80万 | 0.29% | 3,884 | 16 | 0.4% | $4,770 | 加仓 |
| C | CITIGROUP INC | $111.02万 | 0.27% | 7,931 | -136 | -1.7% | -$1.90万 | 减仓 |
| SPCX | SPACE EX TECH SPACEX CLASS A | $110.73万 | 0.27% | 6,481 | 6,481 | — | $110.73万 | 新建仓 |
| META | META PLATFORMS INC CLASS A | $109.90万 | 0.27% | 1,950 | 21 | 1.1% | $1.18万 | 加仓 |
| PGR | PROGRESSIVE CORP OH | $105.79万 | 0.26% | 4,842 | -112 | -2.3% | -$2.45万 | 减仓 |
| KO | THE COCA-COLA CO | $101.82万 | 0.25% | 12,528 | 303 | 2.5% | $2.46万 | 加仓 |
| NFLX | NETFLIX INC | $93.02万 | 0.23% | 13,028 | -326 | -2.4% | -$2.33万 | 减仓 |
| TSLA | TESLA INC | $91.73万 | 0.23% | 2,181 | -56 | -2.5% | -$2.36万 | 减仓 |
| V | VISA INC CLASS A | $90.95万 | 0.23% | 2,650 | -23 | -0.9% | -$7,894 | 减仓 |
| SCHD | SCHWAB U.S. DIVIDEND EQUITY ETF | $86.86万 | 0.21% | 27,431 | 26,872 | 4,807.2% | $85.09万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $78.91万 | 0.20% | 5,404 | 146 | 2.8% | $2.13万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS I | $76.00万 | 0.19% | 17,949 | -302 | -1.7% | -$1.28万 | 减仓 |
| LOW | LOWES COS INC | $72.27万 | 0.18% | 3,277 | 109 | 3.4% | $2.40万 | 加仓 |
| MS | MORGAN STANLEY | $69.92万 | 0.17% | 3,343 | 10 | 0.3% | $2,091 | 加仓 |
| SBUX | STARBUCKS CORP | $69.68万 | 0.17% | 6,817 | 13 | 0.2% | $1,329 | 加仓 |
| IAU | ISHARES GOLD TRUST | $69.23万 | 0.17% | 9,169 | 0 | 0.0% | — | 不变 |
| VYMI | VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD INDEX FUND ETF SHARES | $69.21万 | 0.17% | 7,048 | 0 | 0.0% | — | 不变 |
| CSCO | CISCO SYS INC | $67.61万 | 0.17% | 5,754 | 154 | 2.8% | $1.81万 | 加仓 |
| MA | MASTERCARD INC CLASS A | $64.24万 | 0.16% | 1,250 | 2 | 0.2% | $1,028 | 加仓 |
| HYG | ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF | $55.17万 | 0.14% | 6,899 | 0 | 0.0% | — | 不变 |
| CMG | CHIPOTLE MEXICAN GRILL I | $51.72万 | 0.13% | 15,611 | -221 | -1.4% | -$7,321 | 减仓 |
| ACWX | ISHARES MSCI ACWI EX U.S. ETF | $51.09万 | 0.13% | 6,712 | 0 | 0.0% | — | 不变 |
| UNH | UNITEDHEALTH GROUP INC | $48.53万 | 0.12% | 1,166 | -47 | -3.9% | -$1.96万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES I | $47.58万 | 0.12% | 819 | 60 | 7.9% | $3.49万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $33.29万 | 0.08% | 1,309 | 1 | 0.1% | $254 | 加仓 |
| SYK | STRYKER CORP | $32.55万 | 0.08% | 1,033 | -9 | -0.9% | -$2,836 | 减仓 |
| — | EXXON MOBIL CORP | $31.87万 | 0.08% | 2,330 | 0 | 0.0% | — | 不变 |
| PM | PHILIP MORRIS INTL INC | $30.81万 | 0.08% | 1,703 | 0 | 0.0% | — | 不变 |
| PFE | PFIZER INC | $29.51万 | 0.07% | 12,327 | -4,047 | -24.7% | -$9.69万 | 减仓 |
| ASML | ASML HLDG N V FSPONSORED ADR 1 ADR REPS 1 ORD SHS | $28.85万 | 0.07% | 145 | 0 | 0.0% | — | 不变 |
| LLY | ELI LILLY AND CO | $27.92万 | 0.07% | 232 | 0 | 0.0% | — | 不变 |
| AVGO | BROADCOM INC | $26.26万 | 0.06% | 695 | 0 | 0.0% | — | 不变 |
| ADI | ANALOG DEVICES INC | $24.91万 | 0.06% | 627 | 0 | 0.0% | — | 不变 |
| ABBV | ABBVIE INC | $24.77万 | 0.06% | 984 | 0 | 0.0% | — | 不变 |
| COP | CONOCOPHILLIPS | $24.73万 | 0.06% | 2,378 | 5 | 0.2% | $520 | 加仓 |
| BIIB | BIOGEN INC | $22.90万 | 0.06% | 1,060 | -884 | -45.5% | -$19.10万 | 减仓 |
| JNK | STATE STREET SPDR BLOOMBERG HIGH YIELD BOND ETF | $22.85万 | 0.06% | 2,371 | 0 | 0.0% | — | 不变 |
| EEM | ISHARES MSCI EMERGING MARKETS ETF | $22.42万 | 0.06% | 3,277 | 17 | 0.5% | $1,163 | 加仓 |
| PFF | ISHARES PREFERRED AND INCOME SECURITIES ETF | $22.21万 | 0.05% | 7,285 | -1,825 | -20.0% | -$5.56万 | 减仓 |
| IVW | ISHARES S&P 500 GROWTH ETF | $22.08万 | 0.05% | 1,605 | -72 | -4.3% | -$9,907 | 减仓 |
| IEMG | ISHARES CORE MSCI EMERGING MARKETS ETF | $21.84万 | 0.05% | 2,636 | -225 | -7.9% | -$1.86万 | 减仓 |
| HD | HOME DEPOT INC | $21.57万 | 0.05% | 611 | -49 | -7.4% | -$1.73万 | 减仓 |
| GD | GENERAL DYNAMICS CORP | $21.39万 | 0.05% | 603 | 0 | 0.0% | — | 不变 |
| COST | COSTCO WHSL CORP NEW | $20.42万 | 0.05% | 217 | 0 | 0.0% | — | 不变 |
| UAL | UNITED AIRLINES HLDG | $20.40万 | 0.05% | 1,500 | 0 | 0.0% | — | 不变 |
| CAT | CATERPILLAR INC | $20.03万 | 0.05% | 188 | 0 | 0.0% | — | 不变 |
| BLK | BLACKROCK INC NEW | $19.94万 | 0.05% | 207 | 0 | 0.0% | — | 不变 |
| VUG | VANGUARD GROWTH INDEX FUND ETF SHARES | $19.94万 | 0.05% | 2,314 | 4 | 0.2% | $345 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $19.92万 | 0.05% | 584 | 4 | 0.7% | $1,364 | 加仓 |
| AOM | ISHARES CORE 40/60 MODERATE ALLOCATION ETF | $18.67万 | 0.05% | 3,743 | 24 | 0.6% | $1,197 | 加仓 |
| CVS | CVS HEALTH CORP | $18.61万 | 0.05% | 1,798 | 14 | 0.8% | $1,449 | 加仓 |
| SO | SOUTHERN CO | $17.55万 | 0.04% | 1,832 | 15 | 0.8% | $1,437 | 加仓 |
| ANET | ARISTA NETWORKS INC | $17.19万 | 0.04% | 1,012 | 0 | 0.0% | — | 不变 |
| CVX | CHEVRON CORP NEW | $16.23万 | 0.04% | 978 | 0 | 0.0% | — | 不变 |
| PLD | PROLOGIS INC REIT | $14.78万 | 0.04% | 1,090 | 3 | 0.3% | $407 | 加仓 |
| NKE | NIKE INC CLASS B | $14.59万 | 0.04% | 3,579 | -3,417 | -48.8% | -$13.93万 | 减仓 |
| REG | REGENCY CTRS CORP REIT | $14.14万 | 0.03% | 1,772 | 17 | 1.0% | $1,356 | 加仓 |
| WFC | WELLS FARGO & CO | $13.89万 | 0.03% | 1,681 | 0 | 0.0% | — | 不变 |
| CB | CHUBB LTD F | $13.60万 | 0.03% | 399 | 0 | 0.0% | — | 不变 |
| MCD | MCDONALDS CORP | $13.42万 | 0.03% | 496 | 0 | 0.0% | — | 不变 |
| GOOG | ALPHABET INC CLASS C | $13.28万 | 0.03% | 375 | 0 | 0.0% | — | 不变 |
| USB | US BANCORP DEL | $13.08万 | 0.03% | 2,166 | 0 | 0.0% | — | 不变 |
| — | BLACKROCK PRIVATE CREDIT FUND CLASS INSTITUTIONAL SHARES | $12.50万 | 0.03% | 5,282 | 127 | 2.5% | $3,005 | 加仓 |
| MRK | MERCK & CO. INC. | $12.29万 | 0.03% | 956 | 0 | 0.0% | — | 不变 |
| TSM | TAIWAN SEMICONDUCTOR M FSPONSORED ADR 1 ADR REPS 5 ORD SHS | $12.18万 | 0.03% | 255 | 0 | 0.0% | — | 不变 |
| MET | METLIFE INC | $11.94万 | 0.03% | 1,410 | 0 | 0.0% | — | 不变 |
| SCHW | CHARLES SCHWAB CORP | $11.70万 | 0.03% | 1,267 | 2 | 0.2% | $185 | 加仓 |
| SLB | SLB LIMITED F | $11.47万 | 0.03% | 2,466 | 14 | 0.6% | $651 | 加仓 |
| RF | REGIONS FINL CORP NEW | $11.29万 | 0.03% | 3,737 | 37 | 1.0% | $1,118 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $11.14万 | 0.03% | 1,544 | 0 | 0.0% | — | 不变 |
| VO | VANGUARD MID-CAP INDEX FUND ETF SHARES | $11.12万 | 0.03% | 1,380 | 0 | 0.0% | — | 不变 |
| AJG | GALLAGHER ARTHUR J & CO | $10.73万 | 0.03% | 467 | 0 | 0.0% | — | 不变 |
| NUE | NUCOR CORP | $10.18万 | 0.03% | 456 | 1 | 0.2% | $223 | 加仓 |
| O | REALTY INCOME CORP REIT | $9.77万 | 0.02% | 1,576 | 21 | 1.4% | $1,301 | 加仓 |
| EOG | EOG RES INC | $9.39万 | 0.02% | 723 | 0 | 0.0% | — | 不变 |