Proactive Wealth Strategies LLC
MARIETTA GA · SEC CIK 0002043129
$5.32亿2026Q1 申报市值
210持仓数
29.3%前十大占比 · 第一大 6.9%
57 / 0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
FV 加仓+$1,788.91万
NVDA 加仓+$1,216.48万
TBIL 加仓+$929.22万
PSLV 加仓+$696.52万
AAPL 加仓+$687.52万
2026Q1 卖出最多 按季末市值估算
FXU 减仓-$90.87万
FDVV 重新持有-$1,602
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 |
|---|---|---|---|---|---|---|---|---|
| ILCV | ISHARES TR | $82.38万 | 0.15% | 8,844 | 4,438 | 100.7% | $41.34万 | 加仓 |
| CTAS | CINTAS CORP | $90.52万 | 0.17% | 5,352 | 2,682 | 100.4% | $45.36万 | 加仓 |
| CNEQ | THE ALGER ETF TRUST | $92.55万 | 0.17% | 29,740 | 29,740 | — | $92.55万 | 新建仓 |
| DELL | DELL TECHNOLOGIES INC | $93.35万 | 0.18% | 5,688 | 5,688 | — | $93.35万 | 新建仓 |
| AVDE | AMERICAN CENTY ETF TR | $93.93万 | 0.18% | 11,069 | 11,069 | — | $93.93万 | 新建仓 |
| ISRG | INTUITIVE SURGICAL INC | $99.76万 | 0.19% | 2,164 | 1,077 | 99.1% | $49.65万 | 加仓 |
| QQQJ | INVESCO EXCH TRADED FD TR II | $101.68万 | 0.19% | 28,080 | 14,061 | 100.3% | $50.92万 | 加仓 |
| FTA | FIRST TR EXCHANGE-TRADED ALP | $103.98万 | 0.20% | 11,258 | 5,651 | 100.8% | $52.19万 | 加仓 |
| KR | KROGER CO | $109.15万 | 0.21% | 15,085 | 7,265 | 92.9% | $52.57万 | 加仓 |
| — | FIRST TR EXCHANGE-TRADED FD | $109.97万 | 0.21% | 17,258 | 8,588 | 99.1% | $54.72万 | 加仓 |
| CVX | CHEVRON CORPORATION | $110.64万 | 0.21% | 5,348 | 2,649 | 98.1% | $54.80万 | 加仓 |
| DBMF | LITMAN GREGORY FDS TR | $112.88万 | 0.21% | 37,439 | 17,361 | 86.5% | $52.34万 | 加仓 |
| — | THE ALGER ETF TRUST | $118.50万 | 0.22% | 60,830 | 60,830 | — | $118.50万 | 新建仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $118.93万 | 0.22% | 8,130 | 4,475 | 122.4% | $65.46万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $123.75万 | 0.23% | 2,582 | 1,291 | 100.0% | $61.88万 | 加仓 |
| ILDR | FIRST TR EXCHNG TRADED FD VI | $124.35万 | 0.23% | 41,756 | 27,818 | 199.6% | $82.84万 | 加仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $126.92万 | 0.24% | 56,393 | 28,436 | 101.7% | $64.00万 | 加仓 |
| AVGO | BROADCOM INC | $127.14万 | 0.24% | 4,108 | 2,023 | 97.0% | $62.61万 | 加仓 |
| GRID | FIRST TR EXCHANGE-TRADED FD | $128.86万 | 0.24% | 7,877 | 3,866 | 96.4% | $63.24万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $136.38万 | 0.26% | 14,683 | 7,390 | 101.3% | $68.64万 | 加仓 |
| FSK | FS KKR CAP CORP | $138.64万 | 0.26% | 136,189 | 67,795 | 99.1% | $69.02万 | 加仓 |
| NXTG | FIRST TR EXCHANGE-TRADED FD | $139.40万 | 0.26% | 12,458 | 6,043 | 94.2% | $67.62万 | 加仓 |
| EMR | EMERSON ELEC CO | $139.98万 | 0.26% | 10,683 | 5,361 | 100.7% | $70.24万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $140.19万 | 0.26% | 21,877 | 18,091 | 477.8% | $115.93万 | 加仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $140.94万 | 0.26% | 74,492 | 35,518 | 91.1% | $67.20万 | 加仓 |
| OMFS | INVESCO EXCH TRD SLF IDX FD | $143.30万 | 0.27% | 31,661 | 15,780 | 99.4% | $71.42万 | 加仓 |
| CRWV | COREWEAVE INC | $149.97万 | 0.28% | 19,358 | 12,631 | 187.8% | $97.85万 | 加仓 |
| — | FIRST TR EXCHANGE-TRADED ALP | $154.95万 | 0.29% | 16,387 | 8,224 | 100.7% | $77.76万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $155.48万 | 0.29% | 7,928 | 6,008 | 312.9% | $117.82万 | 加仓 |
| IVV | ISHARES TR | $155.50万 | 0.29% | 2,381 | 1,286 | 117.4% | $83.99万 | 加仓 |
| MAR | MARRIOTT INTL INC NEW | $156.81万 | 0.29% | 4,796 | 2,404 | 100.5% | $78.60万 | 加仓 |
| TJX | TJX COS INC NEW | $157.94万 | 0.30% | 9,887 | 7,197 | 267.5% | $114.97万 | 加仓 |
| — | EXXON MOBIL CORP | $163.06万 | 0.31% | 9,612 | 4,849 | 101.8% | $82.26万 | 加仓 |
| FAD | FIRST TR EXCHANGE-TRADED ALP | $169.64万 | 0.32% | 10,674 | 5,337 | 100.0% | $84.82万 | 加仓 |
| PTNQ | PACER FDS TR | $173.30万 | 0.33% | 23,753 | 3,951 | 20.0% | $28.83万 | 加仓 |
| IJH | ISHARES TR | $174.59万 | 0.33% | 25,854 | 12,882 | 99.3% | $86.99万 | 加仓 |
| ILCG | ISHARES TR | $176.33万 | 0.33% | 18,468 | 9,125 | 97.7% | $87.12万 | 加仓 |
| FXU | FIRST TR EXCHANGE-TRADED FD | $177.99万 | 0.33% | 35,891 | -18,323 | -33.8% | -$90.87万 | 减仓 |
| FTCS | FIRST TR EXCHANGE-TRADED FD | $185.59万 | 0.35% | 20,008 | 10,373 | 107.7% | $96.22万 | 加仓 |
| EMEQ | NOMURA ETF TR | $186.14万 | 0.35% | 41,270 | 21,010 | 103.7% | $94.76万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $188.92万 | 0.36% | 4,319 | 2,916 | 207.8% | $127.55万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $189.11万 | 0.36% | 5,894 | 2,989 | 102.9% | $95.90万 | 加仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $192.14万 | 0.36% | 8,085 | 3,939 | 95.0% | $93.61万 | 加仓 |
| IVW | ISHARES TR | $205.26万 | 0.39% | 18,149 | 9,332 | 105.8% | $105.54万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $206.32万 | 0.39% | 10,142 | 5,071 | 100.0% | $103.16万 | 加仓 |
| FYC | FIRST TR EXCHANGE-TRADED ALP | $211.50万 | 0.40% | 21,809 | 10,904 | 100.0% | $105.75万 | 加仓 |
| SYM | SYMBOTIC INC | $219.90万 | 0.41% | 41,334 | 26,549 | 179.6% | $141.24万 | 加仓 |
| — | DBX ETF TR | $229.10万 | 0.43% | 92,995 | 44,895 | 93.3% | $110.60万 | 加仓 |
| HAPI | HARBOR ETF TRUST | $232.67万 | 0.44% | 58,660 | 29,468 | 100.9% | $116.88万 | 加仓 |
| IWP | ISHARES TR | $243.97万 | 0.46% | 19,042 | 9,352 | 96.5% | $119.82万 | 加仓 |
| KMB | KIMBERLY-CLARK CORP | $244.51万 | 0.46% | 25,342 | 12,492 | 97.2% | $120.53万 | 加仓 |
| LRGG | NOMURA ETF TR | $245.80万 | 0.46% | 95,940 | 59,153 | 160.8% | $151.55万 | 加仓 |
| — | KRANESHARES TRUST | $247.20万 | 0.46% | 99,356 | 68,651 | 223.6% | $170.80万 | 加仓 |
| AMGN | AMGEN INC | $251.28万 | 0.47% | 7,142 | 3,595 | 101.4% | $126.48万 | 加仓 |
| IWF | ISHARES TR | $262.76万 | 0.49% | 6,162 | 3,049 | 97.9% | $130.01万 | 加仓 |
| ANET | ARISTA NETWORKS INC | $266.78万 | 0.50% | 21,728 | 10,979 | 102.1% | $134.80万 | 加仓 |
| ALAI | THE ALGER ETF TRUST | $269.80万 | 0.51% | 81,658 | 81,658 | — | $269.80万 | 新建仓 |
| KNG | FIRST TR EXCHANGE-TRADED FD | $281.53万 | 0.53% | 57,797 | 28,518 | 97.4% | $138.91万 | 加仓 |
| FBT | FIRST TR EXCHANGE-TRADED FD | $283.12万 | 0.53% | 14,098 | 14,098 | — | $283.12万 | 新建仓 |
| FNX | FIRST TR EXCHANGE-TRADED ALP | $289.72万 | 0.54% | 22,592 | 10,821 | 91.9% | $138.77万 | 加仓 |
| OMFL | INVESCO EXCH TRD SLF IDX FD | $300.98万 | 0.57% | 50,069 | 25,211 | 101.4% | $151.55万 | 加仓 |
| ONEV | SPDR SERIES TRUST | $309.14万 | 0.58% | 23,041 | 11,533 | 100.2% | $154.74万 | 加仓 |
| FTC | FIRST TR EXCHANGE-TRADED ALP | $320.26万 | 0.60% | 20,776 | 10,272 | 97.8% | $158.34万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $328.96万 | 0.62% | 8,426 | 4,721 | 127.4% | $184.31万 | 加仓 |
| TSLA | TESLA INC | $329.97万 | 0.62% | 8,876 | 2,568 | 40.7% | $95.47万 | 加仓 |
| SKYY | FIRST TR EXCHANGE-TRADED FD | $335.79万 | 0.63% | 30,708 | 15,089 | 96.6% | $165.00万 | 加仓 |
| CIBR | FIRST TR EXCHANGE-TRADED FD | $341.02万 | 0.64% | 54,409 | 25,955 | 91.2% | $162.68万 | 加仓 |
| — | FIRST TR EXCHANGE-TRADED FD | $367.64万 | 0.69% | 83,220 | 40,173 | 93.3% | $177.47万 | 加仓 |
| HD | HOME DEPOT INC | $373.13万 | 0.70% | 11,342 | 6,143 | 118.2% | $202.09万 | 加仓 |
| FTGS | FIRST TR EXCHANGE-TRADED FD | $387.47万 | 0.73% | 113,813 | 55,121 | 93.9% | $187.66万 | 加仓 |
| EMLP | FIRST TR EXCHANGE-TRADED FD | $398.96万 | 0.75% | 91,380 | 45,003 | 97.0% | $196.48万 | 加仓 |
| FXO | FIRST TR EXCHANGE-TRADED FD | $435.07万 | 0.82% | 77,429 | 37,098 | 92.0% | $208.45万 | 加仓 |
| SDVY | FIRST TR EXCHANGE TRADED FD | $435.37万 | 0.82% | 110,418 | 54,599 | 97.8% | $215.28万 | 加仓 |
| — | FIRST TR EXCHANGE-TRADED FD | $449.55万 | 0.84% | 46,047 | 22,307 | 94.0% | $217.78万 | 加仓 |
| MDT | MEDTRONIC PLC | $471.23万 | 0.89% | 54,380 | 27,380 | 101.4% | $237.26万 | 加仓 |
| NET | CLOUDFLARE INC | $482.01万 | 0.91% | 23,360 | 12,610 | 117.3% | $260.19万 | 加仓 |
| FXL | FIRST TR EXCHANGE-TRADED FD | $495.24万 | 0.93% | 31,169 | 14,972 | 92.4% | $237.89万 | 加仓 |
| AVUV | AMERICAN CENTY ETF TR | $533.45万 | 1.00% | 48,292 | 26,105 | 117.7% | $288.36万 | 加仓 |
| META | META PLATFORMS INC | $552.16万 | 1.04% | 9,646 | 7,419 | 333.1% | $424.68万 | 加仓 |
| FDN | FIRST TR EXCHANGE-TRADED FD | $580.30万 | 1.09% | 24,796 | 11,764 | 90.3% | $275.31万 | 加仓 |
| HGER | HARBOR ETF TRUST | $588.10万 | 1.11% | 189,644 | 112,432 | 145.6% | $348.66万 | 加仓 |
| WINN | HARBOR ETF TRUST | $602.71万 | 1.13% | 217,364 | 121,417 | 126.5% | $336.67万 | 加仓 |
| BX | BLACKSTONE INC | $610.47万 | 1.15% | 53,095 | 29,345 | 123.6% | $337.40万 | 加仓 |
| FPX | FIRST TR EXCHANGE-TRADED FD | $645.01万 | 1.21% | 40,613 | 20,275 | 99.7% | $322.01万 | 加仓 |
| OSEA | HARBOR ETF TRUST | $663.84万 | 1.25% | 229,294 | 132,502 | 136.9% | $383.61万 | 加仓 |
| NFLX | NETFLIX INC. | $693.55万 | 1.30% | 72,132 | 45,197 | 167.8% | $434.57万 | 加仓 |
| VMC | VULCAN MATLS CO | $731.02万 | 1.37% | 26,850 | 14,363 | 115.0% | $391.05万 | 加仓 |
| COWZ | PACER FDS TR | $732.21万 | 1.38% | 117,042 | 58,486 | 99.9% | $365.89万 | 加仓 |
| WMT | WALMART INC | $755.10万 | 1.42% | 60,758 | 33,931 | 126.5% | $421.69万 | 加仓 |
| — | FIRST TR EXCHANGE-TRADED ALP | $757.60万 | 1.42% | 122,605 | 59,926 | 95.6% | $370.30万 | 加仓 |
| AIRR | FIRST TR EXCHANGE TRADED FD | $767.66万 | 1.44% | 69,270 | 34,118 | 97.1% | $378.10万 | 加仓 |
| AMZN | AMAZON COM INC | $786.26万 | 1.48% | 37,752 | 20,382 | 117.3% | $424.50万 | 加仓 |
| FDL | FIRST TR EXCHANGE-TRADED FD | $793.78万 | 1.49% | 156,256 | 78,143 | 100.0% | $396.97万 | 加仓 |
| FTSM | FIRST TR EXCHANGE-TRADED FD | $798.17万 | 1.50% | 133,525 | 66,550 | 99.4% | $397.81万 | 加仓 |
| KO | COCA COLA CO | $815.28万 | 1.53% | 107,208 | 58,625 | 120.7% | $445.82万 | 加仓 |
| LLY | ELI LILLY & CO | $838.57万 | 1.58% | 9,106 | 4,810 | 112.0% | $442.95万 | 加仓 |
| MSFT | MICROSOFT CORP | $851.35万 | 1.60% | 22,988 | 12,521 | 119.6% | $463.71万 | 加仓 |
| MISL | FIRST TR EXCHANGE-TRADED FD | $854.51万 | 1.61% | 191,122 | 89,793 | 88.6% | $401.47万 | 加仓 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $868.93万 | 1.63% | 127,271 | 63,577 | 99.8% | $434.07万 | 加仓 |
| GOOGL | ALPHABET INC | $938.72万 | 1.76% | 32,643 | 16,605 | 103.5% | $477.51万 | 加仓 |