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 |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES CORE S&P 500 ETF | $1.02亿 | 28.19% | 155,371 | 3,987 | 2.6% | $260.81万 | 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 |
| IWD | ISHARES RUSSELL 1000 VALUE ETF | $3,290.97万 | 9.13% | 153,566 | 5,665 | 3.8% | $121.40万 | 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 |
| QQQ | INVESCO QQQ TR | $1,809.85万 | 5.02% | 31,325 | 679 | 2.2% | $39.23万 | 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 |
| AVUV | AVANTIS US SMALL CAP VALUE ETF | $1,266.26万 | 3.51% | 113,960 | 2,769 | 2.5% | $30.77万 | 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 |
| IBIT | ISHARES BITCOIN TRUST ETF | $839.76万 | 2.33% | 216,802 | 24,585 | 12.8% | $95.23万 | 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 |
| IEI | ISHARES 3-7 YEAR TREASURY BOND ETF | $776.02万 | 2.15% | 65,399 | 2,401 | 3.8% | $28.49万 | 加仓 |
| MUB | ISHARES NATIONAL MUNI BOND ETF | $706.82万 | 1.96% | 66,561 | 3,100 | 4.9% | $32.92万 | 加仓 |
| AVDE | AVANTIS INTERNATIONAL EQUITY ETF | $699.64万 | 1.94% | 82,374 | 2,750 | 3.5% | $23.36万 | 加仓 |
| 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 |
| MSFT | MICROSOFT CORP | $419.25万 | 1.16% | 11,325 | -324 | -2.8% | -$11.99万 | 减仓 |
| GOOGL | ALPHABET INC CLASS CLASS A | $384.48万 | 1.07% | 13,369 | -388 | -2.8% | -$11.16万 | 减仓 |
| NVDA | NVIDIA CORP | $273.42万 | 0.76% | 15,677 | -266 | -1.7% | -$4.64万 | 减仓 |
| AMZN | AMAZON.COM INC | $272.79万 | 0.76% | 13,098 | -343 | -2.6% | -$7.14万 | 减仓 |
| SPY | STATE STREET SPDR S&P 500 ETF TRUST | $193.95万 | 0.54% | 2,982 | 6 | 0.2% | $3,902 | 加仓 |
| SPYD | STATE STREET SPDR PORTFOLIO S&P 500 HIGH DIVIDEND ETF | $183.83万 | 0.51% | 40,384 | 0 | 0.0% | — | 不变 |
| WMT | WALMART INC | $164.45万 | 0.46% | 13,231 | -233 | -1.7% | -$2.90万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $160.32万 | 0.44% | 5,450 | -29 | -0.5% | -$8,531 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $139.44万 | 0.39% | 4,609 | 18 | 0.4% | $5,446 | 加仓 |
| NFLX | NETFLIX INC | $128.40万 | 0.36% | 13,354 | -156 | -1.2% | -$1.50万 | 减仓 |
| IBM | IBM CORP | $114.45万 | 0.32% | 4,721 | -66 | -1.4% | -$1.60万 | 减仓 |
| AAPL | APPLE INC | $113.25万 | 0.31% | 4,461 | -20 | -0.4% | -$5,078 | 减仓 |
| META | META PLATFORMS INC CLASS CLASS A | $110.42万 | 0.31% | 1,929 | -47 | -2.4% | -$2.69万 | 减仓 |
| PGR | PROGRESSIVE CORP OH | $98.21万 | 0.27% | 4,954 | -83 | -1.6% | -$1.65万 | 减仓 |
| KO | THE COCA-COLA CO | $92.98万 | 0.26% | 12,225 | 30 | 0.2% | $2,282 | 加仓 |
| VZ | VERIZON COMMUNICATIONS I | $91.63万 | 0.25% | 18,251 | -2,283 | -11.1% | -$11.46万 | 减仓 |
| C | CITIGROUP INC | $91.50万 | 0.25% | 8,067 | 31 | 0.4% | $3,516 | 加仓 |
| TSLA | TESLA INC | $83.16万 | 0.23% | 2,237 | -230 | -9.3% | -$8.55万 | 减仓 |
| V | VISA INC CLASS CLASS A | $80.84万 | 0.22% | 2,673 | -46 | -1.7% | -$1.39万 | 减仓 |
| IAU | ISHARES GOLD TRUST | $80.83万 | 0.22% | 9,169 | 6,396 | 230.7% | $56.39万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $75.97万 | 0.21% | 5,258 | -23 | -0.4% | -$3,323 | 减仓 |
| TXN | TEXAS INSTRS INC | $75.11万 | 0.21% | 3,868 | -33 | -0.8% | -$6,408 | 减仓 |
| LOW | LOWES COS INC | $74.89万 | 0.21% | 3,168 | 8 | 0.3% | $1,891 | 加仓 |
| VYMI | VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD INDEX FUND ETF SHARES | $66.42万 | 0.18% | 7,048 | 0 | 0.0% | — | 不变 |
| MA | MASTERCARD INC CLASS CLASS A | $62.42万 | 0.17% | 1,248 | -90 | -6.7% | -$4.50万 | 减仓 |
| SBUX | STARBUCKS CORP | $60.96万 | 0.17% | 6,804 | -2 | -0.0% | -$179 | 减仓 |
| HYG | ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF | $54.89万 | 0.15% | 6,899 | 0 | 0.0% | — | 不变 |
| MS | MORGAN STANLEY | $54.87万 | 0.15% | 3,333 | 13 | 0.4% | $2,140 | 加仓 |
| CMG | CHIPOTLE MEXICAN GRILL I | $50.68万 | 0.14% | 15,832 | -1 | -0.0% | -$32 | 减仓 |
| PFE | PFIZER INC | $45.98万 | 0.13% | 16,374 | -928 | -5.4% | -$2.61万 | 减仓 |
| ACWX | ISHARES MSCI ACWI EX U.S. ETF | $45.96万 | 0.13% | 6,712 | 0 | 0.0% | — | 不变 |
| CSCO | CISCO SYS INC | $43.45万 | 0.12% | 5,600 | 58 | 1.0% | $4,500 | 加仓 |
| — | EXXON MOBIL CORP | $39.54万 | 0.11% | 2,330 | 0 | 0.0% | — | 不变 |
| NKE | NIKE INC CLASS CLASS B | $36.96万 | 0.10% | 6,996 | 42 | 0.6% | $2,219 | 加仓 |
| BIIB | BIOGEN INC | $35.64万 | 0.10% | 1,944 | -164 | -7.8% | -$3.01万 | 减仓 |
| SYK | STRYKER CORP | $34.27万 | 0.10% | 1,042 | 16 | 1.6% | $5,263 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $32.86万 | 0.09% | 1,213 | -175 | -12.6% | -$4.74万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $32.01万 | 0.09% | 1,308 | 1 | 0.1% | $245 | 加仓 |
| COP | CONOCOPHILLIPS | $31.35万 | 0.09% | 2,373 | 3 | 0.1% | $396 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $28.16万 | 0.08% | 1,703 | 0 | 0.0% | — | 不变 |
| PFF | ISHARES PREFERRED AND INCOME SECURITIES ETF | $27.62万 | 0.08% | 9,110 | 0 | 0.0% | — | 不变 |
| JNK | STATE STREET SPDR BLOOMBERG HIGH YIELD BOND ETF | $22.70万 | 0.06% | 2,371 | 0 | 0.0% | — | 不变 |
| COST | COSTCO WHSL CORP NEW | $21.72万 | 0.06% | 217 | 0 | 0.0% | — | 不变 |
| HD | HOME DEPOT INC | $21.72万 | 0.06% | 660 | 1 | 0.2% | $329 | 加仓 |
| AVGO | BROADCOM INC | $21.51万 | 0.06% | 695 | 0 | 0.0% | — | 不变 |
| ABBV | ABBVIE INC | $21.41万 | 0.06% | 984 | 0 | 0.0% | — | 不变 |
| LLY | ELI LILLY AND CO | $21.40万 | 0.06% | 232 | 63 | 37.3% | $5.81万 | 加仓 |
| GD | GENERAL DYNAMICS CORP | $20.72万 | 0.06% | 603 | 0 | 0.0% | — | 不变 |
| CVX | CHEVRON CORP NEW | $20.25万 | 0.06% | 978 | 0 | 0.0% | — | 不变 |
| IEMG | ISHARES CORE MSCI EMERGING MARKETS ETF | $19.96万 | 0.06% | 2,861 | 0 | 0.0% | — | 不变 |
| ADI | ANALOG DEVICES INC | $19.95万 | 0.06% | 627 | 0 | 0.0% | — | 不变 |
| BLK | BLACKROCK INC NEW | $19.95万 | 0.06% | 207 | 0 | 0.0% | — | 不变 |
| 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 |
| IVW | ISHARES S&P 500 GROWTH ETF | $18.97万 | 0.05% | 1,677 | -219 | -11.6% | -$2.48万 | 减仓 |
| EEM | ISHARES MSCI EMERGING MARKETS ETF | $18.52万 | 0.05% | 3,260 | 0 | 0.0% | — | 不变 |
| AOM | ISHARES CORE 40/60 MODERATE ALLOCATION ETF | $17.62万 | 0.05% | 3,719 | 0 | 0.0% | — | 不变 |
| SO | SOUTHERN CO | $17.55万 | 0.05% | 1,817 | 10 | 0.6% | $966 | 加仓 |
| VUG | VANGUARD GROWTH INDEX FUND ETF SHARES | $16.85万 | 0.05% | 385 | 0 | 0.0% | — | 不变 |
| AMD | ADVANCED MICRO DEVIC | $15.44万 | 0.04% | 759 | 0 | 0.0% | — | 不变 |
| MCD | MCDONALDS CORP | $15.44万 | 0.04% | 496 | 0 | 0.0% | — | 不变 |
| SLV | ISHARES SILVER TRUST | $14.70万 | 0.04% | 2,157 | -1,380 | -39.0% | -$9.40万 | 减仓 |
| PLD | PROLOGIS INC REIT | $14.37万 | 0.04% | 1,087 | 3 | 0.3% | $397 | 加仓 |
| UAL | UNITED AIRLINES HLDG | $13.81万 | 0.04% | 1,500 | 0 | 0.0% | — | 不变 |
| WFC | WELLS FARGO & CO | $13.38万 | 0.04% | 1,681 | 0 | 0.0% | — | 不变 |
| CAT | CATERPILLAR INC | $13.33万 | 0.04% | 188 | 0 | 0.0% | — | 不变 |
| REG | REGENCY CTRS CORP REIT | $13.28万 | 0.04% | 1,755 | 19 | 1.1% | $1,438 | 加仓 |
| CB | CHUBB LTD F | $13.00万 | 0.04% | 399 | 0 | 0.0% | — | 不变 |
| CVS | CVS HEALTH CORP | $12.81万 | 0.04% | 1,784 | 16 | 0.9% | $1,149 | 加仓 |
| SLB | SLB LIMITED F | $12.60万 | 0.03% | 2,452 | 1,125 | 84.8% | $5.78万 | 加仓 |
| ANET | ARISTA NETWORKS INC | $12.43万 | 0.03% | 1,012 | 0 | 0.0% | — | 不变 |
| — | BLACKROCK PRIVATE CREDIT FUND CLASS INSTITUTIONAL SHARES | $12.13万 | 0.03% | 5,155 | 125 | 2.5% | $2,942 | 加仓 |
| SCHW | CHARLES SCHWAB CORP | $11.90万 | 0.03% | 1,265 | 2 | 0.2% | $188 | 加仓 |
| MRK | MERCK & CO. INC. | $11.51万 | 0.03% | 956 | 0 | 0.0% | — | 不变 |
| USB | US BANCORP DEL | $11.27万 | 0.03% | 2,166 | 0 | 0.0% | — | 不变 |
| UBER | UBER TECHNOLOGIES INC | $11.11万 | 0.03% | 1,544 | 12 | 0.8% | $863 | 加仓 |
| GOOG | ALPHABET INC CLASS CLASS C | $10.78万 | 0.03% | 375 | 0 | 0.0% | — | 不变 |
| EOG | EOG RES INC | $10.46万 | 0.03% | 723 | 0 | 0.0% | — | 不变 |
| AJG | GALLAGHER ARTHUR J & CO | $10.12万 | 0.03% | 467 | 0 | 0.0% | — | 不变 |
| MET | METLIFE INC | $9.98万 | 0.03% | 1,410 | 0 | 0.0% | — | 不变 |
| VO | VANGUARD MID-CAP INDEX FUND ETF SHARES | $9.91万 | 0.03% | 345 | 0 | 0.0% | — | 不变 |
| PEP | PEPSICO INC | $9.86万 | 0.03% | 634 | 0 | 0.0% | — | 不变 |
| RF | REGIONS FINL CORP NEW | $9.67万 | 0.03% | 3,700 | 36 | 1.0% | $940 | 加仓 |
| O | REALTY INCOME CORP REIT | $9.52万 | 0.03% | 1,555 | 19 | 1.2% | $1,164 | 加仓 |
| — | ISHARES ETHEREUM TRUST ETF | $9.43万 | 0.03% | 5,960 | 687 | 13.0% | $1.09万 | 加仓 |
| BND | VANGUARD TOTAL BOND MARKET INDEX FUND ETF SHARES | $9.35万 | 0.03% | 1,256 | -41 | -3.2% | -$3,053 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $9.30万 | 0.03% | 580 | 0 | 0.0% | — | 不变 |