Proactive Wealth Strategies LLC
MARIETTA GA · SEC CIK 0002043129
$6.23亿2026Q2 申报市值
222持仓数
30.5%前十大占比 · 第一大 7.4%
16 / 4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
AGIX 加仓+$286.65万
AAPL 加仓+$201.48万
ALAI 加仓+$143.63万
NVDA 加仓+$135.48万
OSEA 加仓+$117.82万
2026Q2 卖出最多 按季末市值估算
COWZ 减仓-$446.13万
PACER FDS TR 清仓-$78.92万
MDT 减仓-$51.33万
FXO 减仓-$36.57万
FV 减仓-$35.11万
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 |
|---|---|---|---|---|---|---|---|---|
| — | PACER FDS TR | $0 | 0.00% | 0 | -22,140 | -100.0% | -$78.92万 | 清仓 |
| PEP | PEPSICO INC | $0 | 0.00% | 0 | -1,920 | -100.0% | -$29.82万 | 清仓 |
| OXY | OCCIDENTAL PETE CORP | $0 | 0.00% | 0 | -3,912 | -100.0% | -$25.42万 | 清仓 |
| BLK | BLACKROCK INC | $0 | 0.00% | 0 | -211 | -100.0% | -$20.23万 | 清仓 |
| EVGO | EVGO INC | $1.91万 | 0.00% | 10,000 | 0 | 0.0% | — | 不变 |
| — | CARDIFF ONCOLOGY INC | $2.60万 | 0.00% | 20,000 | 0 | 0.0% | — | 不变 |
| QUBT | QUANTUM COMPUTING INC | $13.58万 | 0.02% | 14,000 | 14,000 | — | $13.58万 | 新建仓 |
| PGX | INVESCO EXCH TRADED FD TR II | $15.48万 | 0.02% | 14,283 | 206 | 1.5% | $2,233 | 加仓 |
| IMCG | ISHARES TR | $20.27万 | 0.03% | 2,062 | 2,062 | — | $20.27万 | 新建仓 |
| VTIP | VANGUARD MALVERN FDS | $20.40万 | 0.03% | 4,060 | -78 | -1.9% | -$3,918 | 减仓 |
| GTO | INVESCO ACTIVELY MANAGED EXC | $20.59万 | 0.03% | 4,391 | 48 | 1.1% | $2,250 | 加仓 |
| — | HARBOR ETF TRUST | $20.67万 | 0.03% | 4,536 | 68 | 1.5% | $3,099 | 加仓 |
| BF/B | BROWN FORMAN CORP | $20.76万 | 0.03% | 7,790 | 68 | 0.9% | $1,812 | 加仓 |
| IXN | ISHARES TR | $20.86万 | 0.03% | 1,445 | 1,445 | — | $20.86万 | 新建仓 |
| EFV | ISHARES TR | $21.19万 | 0.03% | 2,768 | -678 | -19.7% | -$5.19万 | 减仓 |
| AMLP | ALPS ETF TR | $21.61万 | 0.03% | 4,168 | 0 | 0.0% | — | 不变 |
| FYX | FIRST TR EXCHANGE-TRADED ALP | $21.81万 | 0.03% | 1,512 | 1,512 | — | $21.81万 | 新建仓 |
| FDVV | FIDELITY COVINGTON TRUST | $21.97万 | 0.04% | 3,644 | 0 | 0.0% | — | 不变 |
| MCD | MCDONALDS CORP | $22.15万 | 0.04% | 819 | 4 | 0.5% | $1,082 | 加仓 |
| BSV | VANGUARD BD INDEX FDS | $22.93万 | 0.04% | 2,940 | -39 | -1.3% | -$3,041 | 减仓 |
| VLO | VALERO ENERGY CORP | $23.00万 | 0.04% | 884 | 884 | — | $23.00万 | 新建仓 |
| ASML | ASML HLDG NV | $23.12万 | 0.04% | 116 | 116 | — | $23.12万 | 新建仓 |
| PPG | PPG INDS INC | $23.13万 | 0.04% | 1,906 | 10 | 0.5% | $1,213 | 加仓 |
| AFL | AFLAC INC | $24.36万 | 0.04% | 2,077 | 11 | 0.5% | $1,290 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $24.61万 | 0.04% | 752 | 4 | 0.5% | $1,309 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $25.29万 | 0.04% | 748 | 1 | 0.1% | $338 | 加仓 |
| VFMO | VANGUARD WELLINGTON FD | $25.36万 | 0.04% | 1,016 | 1,016 | — | $25.36万 | 新建仓 |
| RY | ROYAL BK CDA | $25.45万 | 0.04% | 1,230 | 1,230 | — | $25.45万 | 新建仓 |
| JNJ | JOHNSON & JOHNSON | $25.55万 | 0.04% | 1,005 | 4 | 0.4% | $1,017 | 加仓 |
| QUAL | ISHARES TR | $26.06万 | 0.04% | 1,186 | -230 | -16.2% | -$5.05万 | 减仓 |
| FFA | FIRST TR ENHANCED EQUITY | $26.39万 | 0.04% | 11,802 | 204 | 1.8% | $4,561 | 加仓 |
| IEMG | ISHARES INC | $27.32万 | 0.04% | 3,298 | 54 | 1.7% | $4,474 | 加仓 |
| VTEB | VANGUARD MUN BD FDS | $27.46万 | 0.04% | 5,430 | 5,430 | — | $27.46万 | 新建仓 |
| V | VISA INC | $27.99万 | 0.04% | 816 | 38 | 4.9% | $1.30万 | 加仓 |
| IVE | ISHARES TR | $28.48万 | 0.05% | 1,254 | -151 | -10.7% | -$3.43万 | 减仓 |
| EFG | ISHARES TR | $28.87万 | 0.05% | 2,319 | 19 | 0.8% | $2,366 | 加仓 |
| F | FORD MTR CO | $28.88万 | 0.05% | 20,774 | -1,693 | -7.5% | -$2.35万 | 减仓 |
| IJS | ISHARES TR | $29.07万 | 0.05% | 2,127 | 9 | 0.4% | $1,230 | 加仓 |
| FMB | FIRST TR EXCH TRADED FD III | $30.01万 | 0.05% | 5,843 | 52 | 0.9% | $2,671 | 加仓 |
| SHOP | SHOPIFY INC | $30.83万 | 0.05% | 2,700 | 0 | 0.0% | — | 不变 |
| SYY | SYSCO CORP | $31.30万 | 0.05% | 3,744 | 26 | 0.7% | $2,174 | 加仓 |
| RGTI | RIGETTI COMPUTING INC | $31.76万 | 0.05% | 16,440 | 16,440 | — | $31.76万 | 新建仓 |
| SCHW | SCHWAB CHARLES CORP | $32.20万 | 0.05% | 3,489 | 11 | 0.3% | $1,015 | 加仓 |
| DYNF | BLACKROCK ETF TRUST | $32.51万 | 0.05% | 4,781 | -184 | -3.7% | -$1.25万 | 减仓 |
| USAR | USA RARE EARTH INC | $32.59万 | 0.05% | 15,100 | 2,500 | 19.8% | $5.39万 | 加仓 |
| IUSB | ISHARES TR | $33.81万 | 0.05% | 7,326 | 540 | 8.0% | $2.49万 | 加仓 |
| IONQ | IONQ INC | $33.87万 | 0.05% | 6,360 | 6,360 | — | $33.87万 | 新建仓 |
| EDOW | FIRST TR EXCHANGE-TRADED FD | $34.51万 | 0.06% | 7,827 | -477 | -5.7% | -$2.10万 | 减仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $34.70万 | 0.06% | 7,165 | -107 | -1.5% | -$5,182 | 减仓 |
| INTC | INTEL CORP | $34.70万 | 0.06% | 2,485 | 2,485 | — | $34.70万 | 新建仓 |
| AMC | AMC ENTMT HLDGS INC | $34.76万 | 0.06% | 182,948 | 0 | 0.0% | — | 不变 |
| DOV | DOVER CORP | $34.88万 | 0.06% | 1,556 | -16 | -1.0% | -$3,587 | 减仓 |
| QQEW | FIRST TR EXCHANGE-TRADED FD | $35.01万 | 0.06% | 2,193 | -402 | -15.5% | -$6.42万 | 减仓 |
| GSK | GSK PLC | $35.34万 | 0.06% | 6,742 | 54 | 0.8% | $2,831 | 加仓 |
| UTWO | RBB FD INC | $35.57万 | 0.06% | 7,416 | 7,416 | — | $35.57万 | 新建仓 |
| QDPL | PACER FDS TR | $36.15万 | 0.06% | 8,022 | 86 | 1.1% | $3,876 | 加仓 |
| OMC | OMNICOM GROUP INC | $36.82万 | 0.06% | 5,057 | -680 | -11.9% | -$4.95万 | 减仓 |
| SO | SOUTHERN CO | $36.84万 | 0.06% | 3,848 | 18 | 0.5% | $1,723 | 加仓 |
| BWX | SPDR SERIES TRUST | $37.10万 | 0.06% | 17,115 | 104 | 0.6% | $2,255 | 加仓 |
| UCON | FIRST TR EXCHNG TRADED FD VI | $37.45万 | 0.06% | 15,052 | 168 | 1.1% | $4,180 | 加仓 |
| IMAX | IMAX CORP | $38.27万 | 0.06% | 9,600 | 0 | 0.0% | — | 不变 |
| BABA | ALIBABA GROUP HLDG LTD | $39.12万 | 0.06% | 4,076 | 0 | 0.0% | — | 不变 |
| RDVI | FIRST TR EXCHANGE-TRADED FD | $39.30万 | 0.06% | 13,368 | -3,526 | -20.9% | -$10.37万 | 减仓 |
| GEV | GE VERNOVA INC | $40.07万 | 0.06% | 341 | 1 | 0.3% | $1,175 | 加仓 |
| IFRA | ISHARES TR | $41.39万 | 0.07% | 6,565 | 20 | 0.3% | $1,261 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $42.25万 | 0.07% | 366 | 366 | — | $42.25万 | 新建仓 |
| VB | VANGUARD INDEX FDS | $42.50万 | 0.07% | 1,400 | -32 | -2.2% | -$9,714 | 减仓 |
| FTGC | FIRST TR EXCHANGE TRAD FD VI | $42.51万 | 0.07% | 15,716 | -202 | -1.3% | -$5,464 | 减仓 |
| IGSB | ISHARES TR | $42.56万 | 0.07% | 8,118 | 92 | 1.1% | $4,823 | 加仓 |
| GOOG | ALPHABET INC | $44.13万 | 0.07% | 1,249 | 1 | 0.1% | $353 | 加仓 |
| LMBS | FIRST TR EXCHANGE-TRADED FD | $44.43万 | 0.07% | 8,924 | -285 | -3.1% | -$1.42万 | 减仓 |
| NOW | SERVICENOW INC | $44.48万 | 0.07% | 4,480 | -200 | -4.3% | -$1.99万 | 减仓 |
| — | FIRST TR EXCHANGE TRADED FD | $46.10万 | 0.07% | 11,506 | 12 | 0.1% | $481 | 加仓 |
| FIW | FIRST TR EXCHANGE-TRADED FD | $47.56万 | 0.08% | 4,343 | 8 | 0.2% | $876 | 加仓 |
| DIVO | AMPLIFY ETF TR | $49.83万 | 0.08% | 10,905 | 130 | 1.2% | $5,941 | 加仓 |
| GLD | SPDR GOLD TR | $50.03万 | 0.08% | 1,358 | -200 | -12.8% | -$7.37万 | 减仓 |
| FPE | FIRST TR EXCH TRADED FD III | $50.21万 | 0.08% | 28,083 | 385 | 1.4% | $6,884 | 加仓 |
| PTLC | PACER FDS TR | $50.47万 | 0.08% | 8,664 | 0 | 0.0% | — | 不变 |
| VWO | VANGUARD INTL EQUITY INDEX F | $50.51万 | 0.08% | 8,461 | -48 | -0.6% | -$2,866 | 减仓 |
| FGD | FIRST TR EXCHANGE-TRADED FD | $51.11万 | 0.08% | 15,976 | -5,994 | -27.3% | -$19.18万 | 减仓 |
| GE | GE AEROSPACE | $51.75万 | 0.08% | 1,384 | 2 | 0.1% | $748 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $52.98万 | 0.09% | 709 | 18 | 2.6% | $1.34万 | 加仓 |
| AHR | AMERICAN HEALTHCARE REIT INC | $55.12万 | 0.09% | 10,570 | -650 | -5.8% | -$3.39万 | 减仓 |
| ROBT | FIRST TR EXCHANGE TRADED FD | $55.51万 | 0.09% | 9,866 | -300 | -3.0% | -$1.69万 | 减仓 |
| ODFL | OLD DOMINION FREIGHT LINE IN | $55.88万 | 0.09% | 2,581 | 6 | 0.2% | $1,299 | 加仓 |
| — | FIRST TR EXCHANGE-TRADED FD | $56.15万 | 0.09% | 4,737 | -305 | -6.0% | -$3.62万 | 减仓 |
| ESGU | ISHARES TR | $57.24万 | 0.09% | 3,497 | 8 | 0.2% | $1,309 | 加仓 |
| DKS | DICKS SPORTING GOODS INC | $58.60万 | 0.09% | 2,584 | 30 | 1.2% | $6,803 | 加仓 |
| — | FEDERATED HERMES ETF TRUST | $59.02万 | 0.09% | 16,460 | 16,460 | — | $59.02万 | 新建仓 |
| COST | COSTCO WHOLESALE CORPORATION | $60.20万 | 0.10% | 642 | 61 | 10.5% | $5.72万 | 加仓 |
| FTSL | FIRST TR EXCHANGE-TRADED FD | $62.04万 | 0.10% | 13,864 | 213 | 1.6% | $9,532 | 加仓 |
| — | FEDERATED HERMES ETF TRUST | $62.26万 | 0.10% | 17,720 | 17,720 | — | $62.26万 | 新建仓 |
| IJR | ISHARES TR | $62.37万 | 0.10% | 4,204 | 238 | 6.0% | $3.53万 | 加仓 |
| IWO | ISHARES TR | $63.54万 | 0.10% | 1,612 | 0 | 0.0% | — | 不变 |
| LOW | LOWES COS INC | $63.73万 | 0.10% | 2,892 | 30 | 1.0% | $6,611 | 加仓 |
| IWD | ISHARES TR | $65.77万 | 0.11% | 2,712 | 8 | 0.3% | $1,940 | 加仓 |
| HYLS | FIRST TR EXCHANGE-TRADED FD | $66.08万 | 0.11% | 16,256 | -153 | -0.9% | -$6,219 | 减仓 |
| VMBS | VANGUARD SCOTTSDALE FDS | $66.09万 | 0.11% | 14,118 | 20 | 0.1% | $936 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $66.26万 | 0.11% | 1,319 | -230 | -14.8% | -$11.55万 | 减仓 |
| LALT | FIRST TR EXCHNG TRADED FD VI | $67.14万 | 0.11% | 27,940 | 12,393 | 79.7% | $29.78万 | 加仓 |