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 |
|---|---|---|---|---|---|---|---|---|
| VXUS | VANGUARD STAR FDS | $68.39万 | 0.11% | 8,000 | -102 | -1.3% | -$8,720 | 减仓 |
| — | FIRST TR EXCHANGE TRADED FD | $69.94万 | 0.11% | 15,969 | -740 | -4.4% | -$3.24万 | 减仓 |
| MDIV | FIRST TR EXCHANGE TRADED FD | $71.49万 | 0.11% | 43,260 | 0 | 0.0% | — | 不变 |
| RWJ | INVESCO EXCH TRADED FD TR II | $72.60万 | 0.12% | 12,202 | -100 | -0.8% | -$5,950 | 减仓 |
| BAC | BANK OF AMER CORP | $74.45万 | 0.12% | 13,065 | 308 | 2.4% | $1.76万 | 加仓 |
| — | FIRST TR EXCHANGE-TRADED FD | $76.36万 | 0.12% | 17,227 | -609 | -3.4% | -$2.70万 | 减仓 |
| SRVR | PACER FDS TR | $79.18万 | 0.13% | 24,923 | 54 | 0.2% | $1,716 | 加仓 |
| IMCB | ISHARES TR | $80.11万 | 0.13% | 8,297 | -307 | -3.6% | -$2.96万 | 减仓 |
| FNY | FIRST TR EXCHANGE-TRADED ALP | $80.39万 | 0.13% | 7,252 | 1,606 | 28.4% | $17.80万 | 加仓 |
| TDIV | FIRST TR EXCHANGE TRADED FD | $80.75万 | 0.13% | 7,029 | 25 | 0.4% | $2,872 | 加仓 |
| KR | KROGER CO | $84.23万 | 0.14% | 15,167 | 82 | 0.5% | $4,554 | 加仓 |
| ILCV | ISHARES TR | $84.60万 | 0.14% | 8,353 | -491 | -5.6% | -$4.97万 | 减仓 |
| KEY | KEYCORP | $85.44万 | 0.14% | 37,067 | 326 | 0.9% | $7,515 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC | $86.54万 | 0.14% | 2,176 | 12 | 0.6% | $4,772 | 加仓 |
| CVX | CHEVRON CORPORATION | $89.48万 | 0.14% | 5,398 | 50 | 0.9% | $8,288 | 加仓 |
| FEX | FIRST TR EXCHANGE-TRADED ALP | $89.55万 | 0.14% | 6,403 | 14 | 0.2% | $1,958 | 加仓 |
| CTAS | CINTAS CORP | $91.26万 | 0.15% | 5,366 | 14 | 0.3% | $2,381 | 加仓 |
| VOO | VANGUARD INDEX FDS | $93.67万 | 0.15% | 1,364 | 597 | 77.8% | $41.00万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $97.54万 | 0.16% | 8,360 | 230 | 2.8% | $2.68万 | 加仓 |
| — | FIRST TR EXCHANGE-TRADED FD | $107.59万 | 0.17% | 17,182 | -76 | -0.4% | -$4,759 | 减仓 |
| FTA | FIRST TR EXCHANGE-TRADED ALP | $109.36万 | 0.18% | 11,299 | 41 | 0.4% | $3,968 | 加仓 |
| DBMF | LITMAN GREGORY FDS TR | $109.88万 | 0.18% | 35,899 | -1,540 | -4.1% | -$4.71万 | 减仓 |
| SNOW | SNOWFLAKE INC | $118.80万 | 0.19% | 4,668 | 510 | 12.3% | $12.98万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $122.30万 | 0.20% | 13,934 | -749 | -5.1% | -$6.57万 | 减仓 |
| QQQJ | INVESCO EXCH TRADED FD TR II | $123.46万 | 0.20% | 27,168 | -912 | -3.2% | -$4.14万 | 减仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $129.84万 | 0.21% | 53,981 | -2,412 | -4.3% | -$5.80万 | 减仓 |
| — | EXXON MOBIL CORP | $131.19万 | 0.21% | 9,596 | -16 | -0.2% | -$2,187 | 减仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $133.18万 | 0.21% | 70,470 | -4,022 | -5.4% | -$7.60万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $134.23万 | 0.22% | 2,682 | 100 | 3.9% | $5.00万 | 加仓 |
| AVDE | AMERICAN CENTY ETF TR | $134.32万 | 0.22% | 15,063 | 3,994 | 36.1% | $35.62万 | 加仓 |
| FSK | FS KKR CAP CORP | $138.30万 | 0.22% | 131,711 | -4,478 | -3.3% | -$4.70万 | 减仓 |
| GRID | FIRST TR EXCHANGE-TRADED FD | $151.63万 | 0.24% | 7,906 | 29 | 0.4% | $5,562 | 加仓 |
| AVGO | BROADCOM INC | $153.43万 | 0.25% | 4,060 | -48 | -1.2% | -$1.81万 | 减仓 |
| EMR | EMERSON ELEC CO | $153.51万 | 0.25% | 10,726 | 43 | 0.4% | $6,154 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $155.55万 | 0.25% | 21,831 | -46 | -0.2% | -$3,278 | 减仓 |
| CAT | CATERPILLAR INC | $156.12万 | 0.25% | 1,464 | 727 | 98.6% | $77.53万 | 加仓 |
| — | FIRST TR EXCHANGE-TRADED ALP | $157.74万 | 0.25% | 15,543 | -844 | -5.2% | -$8.57万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $169.04万 | 0.27% | 7,760 | -168 | -2.1% | -$3.66万 | 减仓 |
| ILDR | FIRST TR EXCHNG TRADED FD VI | $169.13万 | 0.27% | 43,096 | 1,340 | 3.2% | $5.26万 | 加仓 |
| OMFS | INVESCO EXCH TRD SLF IDX FD | $169.45万 | 0.27% | 31,765 | 104 | 0.3% | $5,548 | 加仓 |
| FXU | FIRST TR EXCHANGE-TRADED FD | $176.62万 | 0.28% | 35,797 | -94 | -0.3% | -$4,638 | 减仓 |
| MAR | MARRIOTT INTL INC NEW | $180.99万 | 0.29% | 4,882 | 86 | 1.8% | $3.19万 | 加仓 |
| IVV | ISHARES TR | $188.71万 | 0.30% | 2,522 | 141 | 5.9% | $10.55万 | 加仓 |
| FTCS | FIRST TR EXCHANGE-TRADED FD | $192.22万 | 0.31% | 20,463 | 455 | 2.3% | $4.27万 | 加仓 |
| ILCG | ISHARES TR | $193.16万 | 0.31% | 16,508 | -1,960 | -10.6% | -$22.93万 | 减仓 |
| NXTG | FIRST TR EXCHANGE-TRADED FD | $197.72万 | 0.32% | 12,895 | 437 | 3.5% | $6.70万 | 加仓 |
| — | DBX ETF TR | $202.53万 | 0.33% | 80,022 | -12,973 | -14.0% | -$32.83万 | 减仓 |
| CNEQ | THE ALGER ETF TRUST | $204.69万 | 0.33% | 49,598 | 19,858 | 66.8% | $81.95万 | 加仓 |
| IJH | ISHARES TR | $204.94万 | 0.33% | 26,580 | 726 | 2.8% | $5.60万 | 加仓 |
| SYM | SYMBOTIC INC | $207.55万 | 0.33% | 46,174 | 4,840 | 11.7% | $21.76万 | 加仓 |
| PTNQ | PACER FDS TR | $210.57万 | 0.34% | 23,753 | 0 | 0.0% | — | 不变 |
| FAD | FIRST TR EXCHANGE-TRADED ALP | $213.53万 | 0.34% | 10,678 | 4 | 0.0% | $800 | 加仓 |
| — | THE ALGER ETF TRUST | $214.25万 | 0.34% | 86,330 | 25,500 | 41.9% | $63.28万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $218.44万 | 0.35% | 5,903 | 9 | 0.2% | $3,330 | 加仓 |
| VUG | VANGUARD INDEX FDS | $219.35万 | 0.35% | 25,466 | -448 | -1.7% | -$3.86万 | 减仓 |
| CRWV | COREWEAVE INC | $221.70万 | 0.36% | 22,272 | 2,914 | 15.1% | $29.01万 | 加仓 |
| TJX | TJX COS INC NEW | $227.94万 | 0.37% | 15,042 | 5,155 | 52.1% | $78.12万 | 加仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $240.90万 | 0.39% | 7,949 | -136 | -1.7% | -$4.12万 | 减仓 |
| IVW | ISHARES TR | $248.43万 | 0.40% | 18,063 | -86 | -0.5% | -$1.18万 | 减仓 |
| DELL | DELL TECHNOLOGIES INC | $259.24万 | 0.42% | 6,007 | 319 | 5.6% | $13.77万 | 加仓 |
| AMGN | AMGEN INC | $260.43万 | 0.42% | 7,193 | 51 | 0.7% | $1.85万 | 加仓 |
| HAPI | HARBOR ETF TRUST | $261.11万 | 0.42% | 58,824 | 164 | 0.3% | $7,280 | 加仓 |
| LRGG | NOMURA ETF TR | $262.09万 | 0.42% | 95,330 | -610 | -0.6% | -$1.68万 | 减仓 |
| IWP | ISHARES TR | $274.29万 | 0.44% | 18,735 | -307 | -1.6% | -$4.49万 | 减仓 |
| KNG | FIRST TR EXCHANGE-TRADED FD | $279.95万 | 0.45% | 55,436 | -2,361 | -4.1% | -$11.92万 | 减仓 |
| COWZ | PACER FDS TR | $281.99万 | 0.45% | 45,329 | -71,713 | -61.3% | -$446.13万 | 减仓 |
| KMB | KIMBERLY-CLARK CORP | $287.61万 | 0.46% | 26,203 | 861 | 3.4% | $9.45万 | 加仓 |
| — | KRANESHARES TRUST | $289.52万 | 0.46% | 102,806 | 3,450 | 3.5% | $9.72万 | 加仓 |
| FYC | FIRST TR EXCHANGE-TRADED ALP | $293.22万 | 0.47% | 23,024 | 1,215 | 5.6% | $15.47万 | 加仓 |
| IWF | ISHARES TR | $302.06万 | 0.48% | 24,327 | -321 | -1.3% | -$3.99万 | 减仓 |
| FBT | FIRST TR EXCHANGE-TRADED FD | $326.03万 | 0.52% | 13,152 | -946 | -6.7% | -$23.45万 | 减仓 |
| ONEV | SPDR SERIES TRUST | $329.66万 | 0.53% | 23,042 | 1 | 0.0% | $143 | 加仓 |
| FNX | FIRST TR EXCHANGE-TRADED ALP | $331.23万 | 0.53% | 22,633 | 41 | 0.2% | $6,000 | 加仓 |
| OMFL | INVESCO EXCH TRD SLF IDX FD | $340.62万 | 0.55% | 49,694 | -375 | -0.7% | -$2.57万 | 减仓 |
| ANET | ARISTA NETWORKS INC | $369.96万 | 0.59% | 21,778 | 50 | 0.2% | $8,494 | 加仓 |
| AGIX | KRANESHARES TRUST | $372.65万 | 0.60% | 79,472 | 61,132 | 333.3% | $286.65万 | 加仓 |
| TSLA | TESLA INC | $373.49万 | 0.60% | 8,880 | 4 | 0.0% | $1,682 | 加仓 |
| MDT | MEDTRONIC PLC | $374.11万 | 0.60% | 47,819 | -6,561 | -12.1% | -$51.33万 | 减仓 |
| HD | HOME DEPOT INC | $390.37万 | 0.63% | 11,071 | -271 | -2.4% | -$9.56万 | 减仓 |
| EMEQ | NOMURA ETF TR | $392.98万 | 0.63% | 53,934 | 12,664 | 30.7% | $92.27万 | 加仓 |
| EMLP | FIRST TR EXCHANGE-TRADED FD | $396.72万 | 0.64% | 91,203 | -177 | -0.2% | -$7,699 | 减仓 |
| FTC | FIRST TR EXCHANGE-TRADED ALP | $400.73万 | 0.64% | 20,681 | -95 | -0.5% | -$1.84万 | 减仓 |
| SKYY | FIRST TR EXCHANGE-TRADED FD | $413.17万 | 0.66% | 30,708 | 0 | 0.0% | — | 不变 |
| FTGS | FIRST TR EXCHANGE-TRADED FD | $415.01万 | 0.67% | 112,161 | -1,652 | -1.5% | -$6.11万 | 减仓 |
| — | FIRST TR EXCHANGE-TRADED FD | $423.35万 | 0.68% | 43,370 | -2,677 | -5.8% | -$26.13万 | 减仓 |
| — | FIRST TR EXCHANGE-TRADED FD | $439.35万 | 0.71% | 81,703 | -1,517 | -1.8% | -$8.16万 | 减仓 |
| FXO | FIRST TR EXCHANGE-TRADED FD | $447.04万 | 0.72% | 71,574 | -5,855 | -7.6% | -$36.57万 | 减仓 |
| SDVY | FIRST TR EXCHANGE TRADED FD | $467.46万 | 0.75% | 108,364 | -2,054 | -1.9% | -$8.86万 | 减仓 |
| CIBR | FIRST TR EXCHANGE-TRADED FD | $483.54万 | 0.78% | 53,815 | -594 | -1.1% | -$5.34万 | 减仓 |
| ALAI | THE ALGER ETF TRUST | $516.32万 | 0.83% | 113,128 | 31,470 | 38.5% | $143.63万 | 加仓 |
| NFLX | NETFLIX INC. | $570.80万 | 0.92% | 79,944 | 7,812 | 10.8% | $55.78万 | 加仓 |
| NET | CLOUDFLARE INC | $574.94万 | 0.92% | 23,440 | 80 | 0.3% | $1.96万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $585.79万 | 0.94% | 10,084 | -58 | -0.6% | -$3.37万 | 减仓 |
| HGER | HARBOR ETF TRUST | $642.90万 | 1.03% | 219,119 | 29,475 | 15.5% | $86.48万 | 加仓 |
| META | META PLATFORMS INC | $650.06万 | 1.04% | 11,533 | 1,887 | 19.6% | $106.36万 | 加仓 |
| FDN | FIRST TR EXCHANGE-TRADED FD | $652.27万 | 1.05% | 24,640 | -156 | -0.6% | -$4.13万 | 减仓 |
| BX | BLACKSTONE INC | $662.74万 | 1.06% | 56,331 | 3,236 | 6.1% | $38.07万 | 加仓 |
| FXL | FIRST TR EXCHANGE-TRADED FD | $674.05万 | 1.08% | 31,027 | -142 | -0.5% | -$3.08万 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $675.99万 | 1.08% | 8,858 | 432 | 5.1% | $32.97万 | 加仓 |
| WMT | WALMART INC | $681.83万 | 1.09% | 60,206 | -552 | -0.9% | -$6.25万 | 减仓 |