Persium Advisors, LLC
ATLANTA GA · SEC CIK 0002033683
$1.27亿2026Q1 申报市值
60持仓数
72.9%前十大占比 · 第一大 26.8%
3 / 4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
TTE 新建仓+$115.30万
NFLX 新建仓+$90.33万
SCHG 加仓+$71.99万
UNH 加仓+$53.44万
TEX 新建仓+$27.22万
2026Q1 卖出最多 按季末市值估算
TLT 清仓-$1,161.39万
LRCX 减仓-$58.97万
SCHV 减仓-$50.50万
AMAT 减仓-$50.41万
SCHF 减仓-$47.67万
2026Q1 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 | $3,400.82万 | 26.77% | 1,374,068 | -19,260 | -1.4% | -$47.67万 | 减仓 |
| SCHV | SCHWAB US LARGE CAP VALUE ETF | $2,527.31万 | 19.90% | 828,626 | -16,558 | -2.0% | -$50.50万 | 减仓 |
| SCHG | SCHWAB US LARGE CAP GROWTH ETF | $2,363.14万 | 18.60% | 811,239 | 24,715 | 3.1% | $71.99万 | 加仓 |
| HD | HOME DEPOT | $204.31万 | 1.61% | 6,212 | -130 | -2.0% | -$4.28万 | 减仓 |
| AAPL | APPLE INC | $156.69万 | 1.23% | 6,174 | -153 | -2.4% | -$3.88万 | 减仓 |
| DELL | DELL TECHNOLOGIES INC CL C | $127.14万 | 1.00% | 7,746 | 283 | 3.8% | $4.64万 | 加仓 |
| — | EXXON MOBIL CORP COM | $122.63万 | 0.97% | 7,228 | -376 | -4.9% | -$6.38万 | 减仓 |
| T | AT&T INC COM | $121.89万 | 0.96% | 42,046 | 2,099 | 5.3% | $6.09万 | 加仓 |
| MSFT | MICROSOFT | $118.90万 | 0.94% | 3,212 | 725 | 29.2% | $26.84万 | 加仓 |
| TTE | TOTALENERGIES SE ACT | $115.30万 | 0.91% | 12,673 | 12,673 | — | $115.30万 | 新建仓 |
| BHP | BHP BILLITON LIMITED SPONSORED ADS | $112.67万 | 0.89% | 15,489 | 196 | 1.3% | $1.43万 | 加仓 |
| JPM | JPMORGAN CHASE & CO COM | $104.04万 | 0.82% | 3,537 | 45 | 1.3% | $1.32万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS | $103.11万 | 0.81% | 20,540 | -31 | -0.2% | -$1,556 | 减仓 |
| WMT | WALMART INC COM | $101.44万 | 0.80% | 8,162 | -644 | -7.3% | -$8.00万 | 减仓 |
| CSCO | CISCO SYS INC | $99.73万 | 0.79% | 12,854 | 646 | 5.3% | $5.01万 | 加仓 |
| AMZN | AMAZON COM INC | $97.20万 | 0.77% | 4,667 | 416 | 9.8% | $8.66万 | 加仓 |
| DUK | DUKE ENERGY CORP NEW COM NEW | $96.01万 | 0.76% | 7,332 | 343 | 4.9% | $4.49万 | 加仓 |
| PFE | PFIZER INC COM | $95.13万 | 0.75% | 33,877 | 2,194 | 6.9% | $6.16万 | 加仓 |
| IBM | INTL BUSINESS MACHINES | $91.21万 | 0.72% | 3,763 | 417 | 12.5% | $10.11万 | 加仓 |
| RTX | RTX CORPORATION COM | $90.70万 | 0.71% | 4,702 | -317 | -6.3% | -$6.11万 | 减仓 |
| NFLX | NETFLIX INC COM | $90.33万 | 0.71% | 9,395 | 9,395 | — | $90.33万 | 新建仓 |
| — | HONEYWELL INTL INC | $88.74万 | 0.70% | 3,926 | -10 | -0.3% | -$2,260 | 减仓 |
| UNH | UNITEDHEALTH GROUP | $85.80万 | 0.68% | 3,171 | 1,975 | 165.1% | $53.44万 | 加仓 |
| AMAT | APPLIED MATLS INC COM | $84.01万 | 0.66% | 2,458 | -1,475 | -37.5% | -$50.41万 | 减仓 |
| GOOGL | GOOGLE INC | $82.99万 | 0.65% | 2,886 | 80 | 2.9% | $2.30万 | 加仓 |
| MET | METLIFE INC COM | $82.56万 | 0.65% | 11,674 | 1,166 | 11.1% | $8.25万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $81.32万 | 0.64% | 3,806 | -2,760 | -42.0% | -$58.97万 | 减仓 |
| MDT | MEDTRONIC PLC SHS | $81.16万 | 0.64% | 9,366 | 538 | 6.1% | $4.66万 | 加仓 |
| ABT | ABBOTT LABORATORIES COM | $80.82万 | 0.64% | 7,872 | 1,073 | 15.8% | $11.02万 | 加仓 |
| GD | GENERAL DYNAMICS CORP COM | $80.79万 | 0.64% | 2,354 | 85 | 3.7% | $2.92万 | 加仓 |
| AVGO | BROADCOM INC COM | $80.10万 | 0.63% | 2,588 | 229 | 9.7% | $7.09万 | 加仓 |
| UNP | UNION PAC CORP COM | $75.84万 | 0.60% | 3,126 | 143 | 4.8% | $3.47万 | 加仓 |
| BUD | ANHEUSER BUSCH INBEV SA NV SPONSORED ADR | $75.54万 | 0.59% | 10,890 | 152 | 1.4% | $1.05万 | 加仓 |
| COP | CONOCOPHILLIPS COM | $75.21万 | 0.59% | 5,698 | 0 | 0.0% | — | 不变 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL CL B NEW | $75.09万 | 0.59% | 1,567 | 75 | 5.0% | $3.59万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC COM | $74.85万 | 0.59% | 4,669 | 1,083 | 30.2% | $17.36万 | 加仓 |
| META | META PLATFORMS INC CL A | $74.66万 | 0.59% | 1,305 | 117 | 9.8% | $6.69万 | 加仓 |
| HMC | HONDA MOTOR CO LTD ADR ECH CNV IN 3 | $74.26万 | 0.58% | 30,546 | 4,068 | 15.4% | $9.89万 | 加仓 |
| MCD | MCDONALDS CORP COM | $72.54万 | 0.57% | 2,334 | 131 | 5.9% | $4.07万 | 加仓 |
| BKNG | BOOKING HOLDINGS INC COM | $71.15万 | 0.56% | 169 | 35 | 26.1% | $14.74万 | 加仓 |
| MRSH | MARSH & MCLENNAN COS INC COM | $70.20万 | 0.55% | 4,047 | 350 | 9.5% | $6.07万 | 加仓 |
| V | VISA INC | $69.97万 | 0.55% | 2,315 | 334 | 16.9% | $10.09万 | 加仓 |
| CRM | SALESFORCE COM | $68.96万 | 0.54% | 3,694 | 1,015 | 37.9% | $18.95万 | 加仓 |
| CVS | CVS HEALTH CORP COM | $68.33万 | 0.54% | 9,514 | 493 | 5.5% | $3.54万 | 加仓 |
| IWF | ISHARES RUSSELL 1000 GROWTH ETF | $67.20万 | 0.53% | 1,576 | -198 | -11.2% | -$8.44万 | 减仓 |
| LOW | LOWES COS INC COM | $66.91万 | 0.53% | 2,832 | -14 | -0.5% | -$3,308 | 减仓 |
| SYY | SYSCO CORP COM | $65.22万 | 0.51% | 9,143 | 478 | 5.5% | $3.41万 | 加仓 |
| PSX | PHILLIPS 66 | $52.87万 | 0.42% | 2,902 | -15 | -0.5% | -$2,733 | 减仓 |
| VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | $38.81万 | 0.31% | 6,057 | 0 | 0.0% | — | 不变 |
| GOOG | ALPHABET INC CAP STK CL C | $37.32万 | 0.29% | 1,301 | 0 | 0.0% | — | 不变 |
| BND | VANGUARD TOTAL BOND MARKET ETF | $33.13万 | 0.26% | 4,499 | 0 | 0.0% | — | 不变 |
| LLY | ELI LILLY & CO COM | $28.97万 | 0.23% | 315 | -25 | -7.4% | -$2.30万 | 减仓 |
| TEX | TEREX CORP NEW COM | $27.22万 | 0.21% | 4,605 | 4,605 | — | $27.22万 | 新建仓 |
| MDYV | STATE STREET SPDR S&P 400 MID CAP VALUE ETF | $27.04万 | 0.21% | 3,175 | 0 | 0.0% | — | 不变 |
| IWD | ISHARES RUSSELL 1000 VALUE ETF | $26.62万 | 0.21% | 1,246 | -23 | -1.8% | -$4,914 | 减仓 |
| NVDA | NVIDIA CORPORATION COM | $24.70万 | 0.19% | 1,416 | -30 | -2.1% | -$5,232 | 减仓 |
| KO | COCA COLA CO COM | $24.10万 | 0.19% | 3,170 | 0 | 0.0% | — | 不变 |
| VTI | VANGUARD TOTAL COM MARKET ETF | $23.68万 | 0.19% | 738 | 0 | 0.0% | — | 不变 |
| IWM | ISHARES RUSSELL 2000 ETF | $23.51万 | 0.19% | 948 | -185 | -16.3% | -$4.59万 | 减仓 |
| IWY | ISHARES RUSSELL TOP 200 GROWTH ETF | $20.83万 | 0.16% | 837 | 0 | 0.0% | — | 不变 |
| TLT | ISHARES 20 YEAR TREASURY BOND ETF | $0 | 0.00% | 0 | -133,248 | -100.0% | -$1,161.39万 | 清仓 |
| QQQ | POWERSHARES QQQ TR 看跌期权 | $0 | 0.00% | 0 | -2,600 | -100.0% | -$159.72万 | 清仓 |
| — | REV GROUP INC COM | $0 | 0.00% | 0 | -4,695 | -100.0% | -$28.55万 | 清仓 |
| KMX | CARMAX INC | $0 | 0.00% | 0 | -6,220 | -100.0% | -$24.03万 | 清仓 |
| TSLA | TESLA INC COM | $0 | 0.00% | 0 | — | — | — | 申报中断 |