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 |
|---|---|---|---|---|---|---|---|---|
| WINN | HARBOR ETF TRUST | $716.93万 | 1.15% | 220,794 | 3,430 | 1.6% | $11.14万 | 加仓 |
| AVUV | AMERICAN CENTY ETF TR | $719.41万 | 1.15% | 57,654 | 9,362 | 19.4% | $116.82万 | 加仓 |
| FDL | FIRST TR EXCHANGE-TRADED FD | $764.72万 | 1.23% | 157,158 | 902 | 0.6% | $4.39万 | 加仓 |
| FTSM | FIRST TR EXCHANGE-TRADED FD | $773.03万 | 1.24% | 129,422 | -4,103 | -3.1% | -$24.51万 | 减仓 |
| OSEA | HARBOR ETF TRUST | $818.10万 | 1.31% | 267,870 | 38,576 | 16.8% | $117.82万 | 加仓 |
| VMC | VULCAN MATLS CO | $827.14万 | 1.33% | 28,036 | 1,186 | 4.4% | $34.99万 | 加仓 |
| — | FIRST TR EXCHANGE-TRADED ALP | $833.23万 | 1.34% | 119,349 | -3,256 | -2.7% | -$22.73万 | 减仓 |
| FPX | FIRST TR EXCHANGE-TRADED FD | $834.34万 | 1.34% | 40,464 | -149 | -0.4% | -$3.07万 | 减仓 |
| PHYS | SPROTT ASSET MANAGEMENT LP | $866.14万 | 1.39% | 287,086 | 98 | 0.0% | $2,957 | 加仓 |
| MISL | FIRST TR EXCHANGE-TRADED FD | $870.03万 | 1.40% | 190,085 | -1,037 | -0.5% | -$4.75万 | 减仓 |
| KO | COCA COLA CO | $913.25万 | 1.47% | 112,373 | 5,165 | 4.8% | $41.98万 | 加仓 |
| AIRR | FIRST TR EXCHANGE TRADED FD | $928.43万 | 1.49% | 69,651 | 381 | 0.6% | $5.08万 | 加仓 |
| AMZN | AMAZON COM INC | $948.69万 | 1.52% | 39,804 | 2,052 | 5.4% | $48.91万 | 加仓 |
| MSFT | MICROSOFT CORP | $962.16万 | 1.54% | 25,783 | 2,795 | 12.2% | $104.30万 | 加仓 |
| FVD | FIRST TR EXCHANGE-TRADED FD | $998.74万 | 1.60% | 207,292 | -635 | -0.3% | -$3.06万 | 减仓 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $1,023.12万 | 1.64% | 126,221 | -1,050 | -0.8% | -$8.51万 | 减仓 |
| PSLV | SPROTT ASSET MANAGEMENT LP | $1,074.65万 | 1.72% | 569,500 | -1,848 | -0.3% | -$3.49万 | 减仓 |
| LLY | ELI LILLY & CO | $1,161.04万 | 1.86% | 9,669 | 563 | 6.2% | $67.60万 | 加仓 |
| GOOGL | ALPHABET INC | $1,179.68万 | 1.89% | 33,012 | 369 | 1.1% | $13.19万 | 加仓 |
| QQQ | INVESCO QQQ TR | $1,273.63万 | 2.04% | 17,273 | 360 | 2.1% | $26.54万 | 加仓 |
| FTLS | FIRST TR EXCH TRADED FD III | $1,340.14万 | 2.15% | 181,593 | -458 | -0.3% | -$3.38万 | 减仓 |
| TBIL | RBB FD INC | $1,657.10万 | 2.66% | 332,352 | 1,331 | 0.4% | $6.64万 | 加仓 |
| AAPL | APPLE INC | $1,666.72万 | 2.67% | 57,593 | 6,962 | 13.8% | $201.48万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $2,294.32万 | 3.68% | 67,278 | 3,274 | 5.1% | $111.65万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $2,790.42万 | 4.48% | 139,435 | 6,770 | 5.1% | $135.48万 | 加仓 |
| FV | FIRST TR EXCHANGE TRADED FD | $4,589.70万 | 7.37% | 604,871 | -4,627 | -0.8% | -$35.11万 | 减仓 |