Persium Advisors, LLC
ATLANTA GA · SEC CIK 0002033683
$1.53亿2026Q2 申报市值
69持仓数
70.2%前十大占比 · 第一大 25.1%
11 / 3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
HECA 新建仓+$157.25万
CAMBRIA TAIL RIS 新建仓+$154.03万
KRANESHARES MOUN 新建仓+$79.67万
AON 新建仓+$73.04万
AAPL 加仓+$66.70万
2026Q2 卖出最多 按季末市值估算
SCHV 减仓-$93.30万
HONEYWELL INTL I 清仓-$88.74万
ABT 清仓-$80.82万
MRSH 清仓-$70.20万
SCHG 减仓-$68.11万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| SCHF | SCHWAB INTERNATIONAL EQUITY ETF | $3,851.65万 | 25.12% | 1,390,488 | 16,420 | 1.2% | $45.48万 | 加仓 |
| SCHV | SCHWAB US LARGE CAP VALUE ETF | $2,791.14万 | 18.21% | 801,823 | -26,803 | -3.2% | -$93.30万 | 减仓 |
| SCHG | SCHWAB US LARGE CAP GROWTH ETF | $2,677.12万 | 17.46% | 791,112 | -20,127 | -2.5% | -$68.11万 | 减仓 |
| DELL | DELL TECHNOLOGIES INC CL C | $304.52万 | 1.99% | 7,058 | -688 | -8.9% | -$29.68万 | 减仓 |
| AAPL | APPLE INC | $245.35万 | 1.60% | 8,479 | 2,305 | 37.3% | $66.70万 | 加仓 |
| HD | HOME DEPOT | $219.09万 | 1.43% | 6,212 | 0 | 0.0% | — | 不变 |
| AMAT | APPLIED MATLS INC COM | $176.63万 | 1.15% | 2,443 | -15 | -0.6% | -$1.08万 | 减仓 |
| LRCX | LAM RESEARCH CORP | $170.95万 | 1.12% | 3,945 | 139 | 3.7% | $6.02万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC COM | $166.76万 | 1.09% | 4,890 | 221 | 4.7% | $7.54万 | 加仓 |
| HECA | HEDGEYE CAPITAL ALLOCATION ETF | $157.25万 | 1.03% | 57,600 | 57,600 | — | $157.25万 | 新建仓 |
| CSCO | CISCO SYS INC | $155.65万 | 1.02% | 13,251 | 397 | 3.1% | $4.66万 | 加仓 |
| — | CAMBRIA TAIL RISK ETF | $154.03万 | 1.00% | 144,900 | 144,900 | — | $154.03万 | 新建仓 |
| BHP | BHP BILLITON LIMITED SPONSORED ADS | $138.09万 | 0.90% | 16,575 | 1,086 | 7.0% | $9.05万 | 加仓 |
| JPM | JPMORGAN CHASE & CO COM | $126.25万 | 0.82% | 3,857 | 320 | 9.0% | $10.47万 | 加仓 |
| IBM | INTL BUSINESS MACHINES | $124.24万 | 0.81% | 4,418 | 655 | 17.4% | $18.42万 | 加仓 |
| AMZN | AMAZON COM INC | $119.60万 | 0.78% | 5,018 | 351 | 7.5% | $8.37万 | 加仓 |
| MSFT | MICROSOFT | $118.69万 | 0.77% | 3,182 | -30 | -0.9% | -$1.12万 | 减仓 |
| UNH | UNITEDHEALTH GROUP | $116.79万 | 0.76% | 2,810 | -361 | -11.4% | -$15.00万 | 减仓 |
| GOOGL | GOOGLE INC | $109.50万 | 0.71% | 3,064 | 178 | 6.2% | $6.36万 | 加仓 |
| CVS | CVS HEALTH CORP COM | $109.11万 | 0.71% | 10,547 | 1,033 | 10.9% | $10.69万 | 加仓 |
| MET | METLIFE INC COM | $107.88万 | 0.70% | 12,750 | 1,076 | 9.2% | $9.10万 | 加仓 |
| — | EXXON MOBIL CORP COM | $107.13万 | 0.70% | 7,836 | 608 | 8.4% | $8.31万 | 加仓 |
| DUK | DUKE ENERGY CORP NEW COM NEW | $103.47万 | 0.67% | 8,174 | 842 | 11.5% | $10.66万 | 加仓 |
| AVGO | BROADCOM INC COM | $103.24万 | 0.67% | 2,733 | 145 | 5.6% | $5.48万 | 加仓 |
| RTX | RTX CORPORATION COM | $103.06万 | 0.67% | 5,432 | 730 | 15.5% | $13.85万 | 加仓 |
| WMT | WALMART INC COM | $102.10万 | 0.67% | 9,015 | 853 | 10.5% | $9.66万 | 加仓 |
| TTE | TOTALENERGIES SE ACT | $99.99万 | 0.65% | 12,859 | 186 | 1.5% | $1.45万 | 加仓 |
| BUD | ANHEUSER BUSCH INBEV SA NV SPONSORED ADR | $98.80万 | 0.64% | 11,990 | 1,100 | 10.1% | $9.06万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS | $96.16万 | 0.63% | 22,712 | 2,172 | 10.6% | $9.20万 | 加仓 |
| UNP | UNION PAC CORP COM | $95.20万 | 0.62% | 3,500 | 374 | 12.0% | $10.17万 | 加仓 |
| HMC | HONDA MOTOR CO LTD ADR ECH CNV IN 3 | $94.10万 | 0.61% | 34,709 | 4,163 | 13.6% | $11.29万 | 加仓 |
| T | AT&T INC COM | $93.74万 | 0.61% | 45,285 | 3,239 | 7.7% | $6.70万 | 加仓 |
| GD | GENERAL DYNAMICS CORP COM | $93.73万 | 0.61% | 2,646 | 292 | 12.4% | $10.34万 | 加仓 |
| MDT | MEDTRONIC PLC SHS | $92.05万 | 0.60% | 11,767 | 2,401 | 25.6% | $18.78万 | 加仓 |
| SYY | SYSCO CORP COM | $90.92万 | 0.59% | 10,878 | 1,735 | 19.0% | $14.50万 | 加仓 |
| V | VISA INC | $90.85万 | 0.59% | 2,648 | 333 | 14.4% | $11.42万 | 加仓 |
| PFE | PFIZER INC COM | $90.53万 | 0.59% | 37,597 | 3,720 | 11.0% | $8.96万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL CL B NEW | $89.72万 | 0.59% | 1,793 | 226 | 14.4% | $11.31万 | 加仓 |
| BKNG | BOOKING HOLDINGS INC COM | $89.57万 | 0.58% | 5,025 | 800 | 18.9% | $14.26万 | 加仓 |
| META | META PLATFORMS INC CL A | $82.24万 | 0.54% | 1,460 | 155 | 11.9% | $8.73万 | 加仓 |
| LOW | LOWES COS INC COM | $81.78万 | 0.53% | 3,709 | 877 | 31.0% | $19.34万 | 加仓 |
| MCD | MCDONALDS CORP COM | $79.96万 | 0.52% | 2,958 | 624 | 26.7% | $16.87万 | 加仓 |
| — | KRANESHARES MOUNT LUCAS MGD FUTR INDX STRAE ETF | $79.67万 | 0.52% | 28,950 | 28,950 | — | $79.67万 | 新建仓 |
| IWF | ISHARES RUSSELL 1000 GROWTH ETF | $78.28万 | 0.51% | 6,304 | 0 | 0.0% | — | 不变 |
| NFLX | NETFLIX INC COM | $76.46万 | 0.50% | 10,708 | 1,313 | 14.0% | $9.37万 | 加仓 |
| AON | AON PLC SHS CL A | $73.04万 | 0.48% | 2,202 | 2,202 | — | $73.04万 | 新建仓 |
| CRM | SALESFORCE COM | $68.10万 | 0.44% | 4,347 | 653 | 17.7% | $10.23万 | 加仓 |
| BTAL | AGF U S MARKET NEUTRAL ANTI-BETA FUND | $64.22万 | 0.42% | 57,600 | 57,600 | — | $64.22万 | 新建仓 |
| BSX | BOSTON SCIENTIFIC CORP | $60.80万 | 0.40% | 14,245 | 14,245 | — | $60.80万 | 新建仓 |
| COP | CONOCOPHILLIPS COM | $59.24万 | 0.39% | 5,698 | 0 | 0.0% | — | 不变 |
| FXU | FIRST TRUST UTILITIES ALPHADEX FUND | $52.55万 | 0.34% | 10,650 | 10,650 | — | $52.55万 | 新建仓 |
| PSX | PHILLIPS 66 | $49.06万 | 0.32% | 2,902 | 0 | 0.0% | — | 不变 |
| INBX | INHIBRX BIOSCIENCES INC COM | $46.19万 | 0.30% | 4,875 | 4,875 | — | $46.19万 | 新建仓 |
| GOOG | ALPHABET INC CAP STK CL C | $45.97万 | 0.30% | 1,301 | 0 | 0.0% | — | 不变 |
| VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | $43.16万 | 0.28% | 6,057 | 0 | 0.0% | — | 不变 |
| — | HEDGEYE QUALITY GROWTH ETF | $40.44万 | 0.26% | 12,900 | 12,900 | — | $40.44万 | 新建仓 |
| LLY | ELI LILLY & CO COM | $37.18万 | 0.24% | 310 | -5 | -1.6% | -$5,997 | 减仓 |
| TEX | TEREX CORP NEW COM | $33.34万 | 0.22% | 4,605 | 0 | 0.0% | — | 不变 |
| BND | VANGUARD TOTAL BOND MARKET ETF | $33.03万 | 0.22% | 4,499 | 0 | 0.0% | — | 不变 |
| VTI | VANGUARD TOTAL STOCK MARKET ETF | $31.38万 | 0.20% | 848 | 110 | 14.9% | $4.07万 | 加仓 |
| IWD | ISHARES RUSSELL 1000 VALUE ETF | $30.21万 | 0.20% | 1,246 | 0 | 0.0% | — | 不变 |
| MDYV | STATE STREET SPDR S&P 400 MID CAP VALUE ETF | $30.11万 | 0.20% | 3,175 | 0 | 0.0% | — | 不变 |
| NVDA | NVIDIA CORPORATION COM | $29.34万 | 0.19% | 1,466 | 50 | 3.5% | $1.00万 | 加仓 |
| IWM | ISHARES RUSSELL 2000 ETF | $28.48万 | 0.19% | 948 | 0 | 0.0% | — | 不变 |
| GLD | SPDR GOLD ETF | $25.86万 | 0.17% | 702 | 702 | — | $25.86万 | 新建仓 |
| KO | COCA COLA CO COM | $25.76万 | 0.17% | 3,170 | 0 | 0.0% | — | 不变 |
| IWY | ISHARES RUSSELL TOP 200 GROWTH ETF | $24.32万 | 0.16% | 837 | 0 | 0.0% | — | 不变 |
| SLV | ISHARES SILVER TRUST | $23.16万 | 0.15% | 4,332 | 4,332 | — | $23.16万 | 新建仓 |
| TSLA | TESLA INC COM | $22.59万 | 0.15% | 537 | 20 | 3.9% | $8,414 | 重新持有 |
| — | HONEYWELL INTL INC | $0 | 0.00% | 0 | -3,926 | -100.0% | -$88.74万 | 清仓 |
| ABT | ABBOTT LABORATORIES COM | $0 | 0.00% | 0 | -7,872 | -100.0% | -$80.82万 | 清仓 |
| MRSH | MARSH & MCLENNAN COS INC COM | $0 | 0.00% | 0 | -4,047 | -100.0% | -$70.20万 | 清仓 |