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 |
|---|---|---|---|---|---|---|---|---|
| — | FIRST TR EXCHANGE-TRADED FD | $109.97万 | 0.21% | 17,258 | 8,588 | 99.1% | $54.72万 | 加仓 |
| KR | KROGER CO | $109.15万 | 0.21% | 15,085 | 7,265 | 92.9% | $52.57万 | 加仓 |
| FTA | FIRST TR EXCHANGE-TRADED ALP | $103.98万 | 0.20% | 11,258 | 5,651 | 100.8% | $52.19万 | 加仓 |
| QQQJ | INVESCO EXCH TRADED FD TR II | $101.68万 | 0.19% | 28,080 | 14,061 | 100.3% | $50.92万 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC | $99.76万 | 0.19% | 2,164 | 1,077 | 99.1% | $49.65万 | 加仓 |
| AVDE | AMERICAN CENTY ETF TR | $93.93万 | 0.18% | 11,069 | 11,069 | — | $93.93万 | 新建仓 |
| DELL | DELL TECHNOLOGIES INC | $93.35万 | 0.18% | 5,688 | 5,688 | — | $93.35万 | 新建仓 |
| CNEQ | THE ALGER ETF TRUST | $92.55万 | 0.17% | 29,740 | 29,740 | — | $92.55万 | 新建仓 |
| CTAS | CINTAS CORP | $90.52万 | 0.17% | 5,352 | 2,682 | 100.4% | $45.36万 | 加仓 |
| ILCV | ISHARES TR | $82.38万 | 0.15% | 8,844 | 4,438 | 100.7% | $41.34万 | 加仓 |
| — | FIRST TR EXCHANGE-TRADED FD | $79.09万 | 0.15% | 17,836 | 8,894 | 99.5% | $39.44万 | 加仓 |
| — | PACER FDS TR | $78.92万 | 0.15% | 22,140 | 11,163 | 101.7% | $39.79万 | 加仓 |
| FEX | FIRST TR EXCHANGE-TRADED ALP | $77.91万 | 0.15% | 6,389 | 3,202 | 100.5% | $39.05万 | 加仓 |
| SRVR | PACER FDS TR | $77.64万 | 0.15% | 24,869 | 12,424 | 99.8% | $38.79万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $76.27万 | 0.14% | 1,549 | 804 | 107.9% | $39.59万 | 加仓 |
| KEY | KEYCORP | $73.66万 | 0.14% | 36,741 | 18,563 | 102.1% | $37.22万 | 加仓 |
| IMCB | ISHARES TR | $71.79万 | 0.13% | 8,604 | 4,314 | 100.6% | $35.99万 | 加仓 |
| FGD | FIRST TR EXCHANGE-TRADED FD | $70.15万 | 0.13% | 21,970 | 10,986 | 100.0% | $35.08万 | 加仓 |
| MDIV | FIRST TR EXCHANGE TRADED FD | $69.95万 | 0.13% | 43,260 | 21,630 | 100.0% | $34.98万 | 加仓 |
| LOW | LOWES COS INC | $67.62万 | 0.13% | 2,862 | 1,437 | 100.8% | $33.95万 | 加仓 |
| GLD | SPDR GOLD TR | $67.04万 | 0.13% | 1,558 | 381 | 32.4% | $16.39万 | 加仓 |
| HYLS | FIRST TR EXCHANGE-TRADED FD | $66.57万 | 0.13% | 16,409 | 8,241 | 100.9% | $33.43万 | 加仓 |
| VMBS | VANGUARD SCOTTSDALE FDS | $66.20万 | 0.12% | 14,098 | 8,544 | 153.8% | $40.12万 | 加仓 |
| TDIV | FIRST TR EXCHANGE TRADED FD | $65.60万 | 0.12% | 7,004 | 3,513 | 100.6% | $32.90万 | 加仓 |
| SNOW | SNOWFLAKE INC | $62.71万 | 0.12% | 4,158 | 4,158 | — | $62.71万 | 新建仓 |
| VXUS | VANGUARD STAR FDS | $62.48万 | 0.12% | 8,102 | 3,543 | 77.7% | $27.32万 | 加仓 |
| BAC | BANK AMERICA CORP | $62.19万 | 0.12% | 12,757 | 6,415 | 101.2% | $31.27万 | 加仓 |
| RWJ | INVESCO EXCH TRADED FD TR II | $62.10万 | 0.12% | 12,302 | 6,152 | 100.0% | $31.05万 | 加仓 |
| FTSL | FIRST TR EXCHANGE-TRADED FD | $61.15万 | 0.11% | 13,651 | 6,684 | 95.9% | $29.94万 | 加仓 |
| AGIX | KRANESHARES TRUST | $60.10万 | 0.11% | 18,340 | 18,340 | — | $60.10万 | 新建仓 |
| — | FIRST TR EXCHANGE TRADED FD | $58.19万 | 0.11% | 16,709 | 8,118 | 94.5% | $28.27万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $58.06万 | 0.11% | 581 | 343 | 144.1% | $34.28万 | 加仓 |
| IWD | ISHARES TR | $57.79万 | 0.11% | 2,704 | 1,357 | 100.7% | $29.00万 | 加仓 |
| AHR | AMERICAN HEALTHCARE REIT INC | $52.92万 | 0.10% | 11,220 | 5,635 | 100.9% | $26.58万 | 加仓 |
| CAT | CATERPILLAR INC | $52.28万 | 0.10% | 737 | 737 | — | $52.28万 | 新建仓 |
| BABA | ALIBABA GROUP HLDG LTD | $51.13万 | 0.10% | 4,076 | 2,037 | 99.9% | $25.55万 | 加仓 |
| FNY | FIRST TR EXCHANGE-TRADED ALP | $51.09万 | 0.10% | 5,646 | 2,699 | 91.6% | $24.42万 | 加仓 |
| DKS | DICKS SPORTING GOODS INC | $50.66万 | 0.10% | 2,554 | 1,277 | 100.0% | $25.33万 | 加仓 |
| IWO | ISHARES TR | $50.56万 | 0.10% | 1,612 | 776 | 92.8% | $24.34万 | 加仓 |
| ODFL | OLD DOMINION FREIGHT LINE IN | $50.35万 | 0.09% | 2,575 | 1,289 | 100.2% | $25.20万 | 加仓 |
| ESGU | ISHARES TR | $49.35万 | 0.09% | 3,489 | 1,749 | 100.5% | $24.74万 | 加仓 |
| IJR | ISHARES TR | $49.33万 | 0.09% | 3,966 | 2,109 | 113.6% | $26.23万 | 加仓 |
| FPE | FIRST TR EXCH TRADED FD III | $49.16万 | 0.09% | 27,698 | 13,434 | 94.2% | $23.84万 | 加仓 |
| NOW | SERVICENOW INC | $48.93万 | 0.09% | 4,680 | 2,165 | 86.1% | $22.64万 | 加仓 |
| DIVO | AMPLIFY ETF TR | $48.32万 | 0.09% | 10,775 | 5,452 | 102.4% | $24.45万 | 加仓 |
| ROBT | FIRST TR EXCHANGE TRADED FD | $46.92万 | 0.09% | 10,166 | 4,833 | 90.6% | $22.31万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $46.01万 | 0.09% | 8,509 | 8,509 | — | $46.01万 | 新建仓 |
| VOO | VANGUARD INDEX FDS | $45.90万 | 0.09% | 767 | 384 | 100.3% | $22.98万 | 加仓 |
| LMBS | FIRST TR EXCHANGE-TRADED FD | $45.87万 | 0.09% | 9,209 | 4,519 | 96.4% | $22.51万 | 加仓 |
| FTGC | FIRST TR EXCHANGE TRAD FD VI | $45.70万 | 0.09% | 15,918 | 15,918 | — | $45.70万 | 新建仓 |
| PTLC | PACER FDS TR | $45.45万 | 0.09% | 8,664 | 4,378 | 102.1% | $22.97万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $45.01万 | 0.08% | 691 | 362 | 110.0% | $23.58万 | 加仓 |
| FIW | FIRST TR EXCHANGE-TRADED FD | $44.70万 | 0.08% | 4,335 | 2,172 | 100.4% | $22.40万 | 加仓 |
| OMC | OMNICOM GROUP INC | $43.20万 | 0.08% | 5,737 | 2,769 | 93.3% | $20.85万 | 加仓 |
| RDVI | FIRST TR EXCHANGE-TRADED FD | $43.16万 | 0.08% | 16,894 | 8,625 | 104.3% | $22.04万 | 加仓 |
| IGSB | ISHARES TR | $42.19万 | 0.08% | 8,026 | 4,042 | 101.5% | $21.25万 | 加仓 |
| — | FIRST TR EXCHANGE TRADED FD | $41.41万 | 0.08% | 11,494 | 5,750 | 100.1% | $20.71万 | 加仓 |
| — | FIRST TR EXCHANGE-TRADED FD | $40.74万 | 0.08% | 5,042 | 5,042 | — | $40.74万 | 新建仓 |
| GE | GE AEROSPACE | $39.23万 | 0.07% | 1,382 | 691 | 100.0% | $19.61万 | 加仓 |
| LALT | FIRST TR EXCHNG TRADED FD VI | $37.78万 | 0.07% | 15,547 | 15,547 | — | $37.78万 | 新建仓 |
| VB | VANGUARD INDEX FDS | $37.55万 | 0.07% | 1,432 | 1,432 | — | $37.55万 | 新建仓 |
| IFRA | ISHARES TR | $37.44万 | 0.07% | 6,545 | 1,612 | 32.7% | $9.22万 | 加仓 |
| BWX | SPDR SERIES TRUST | $37.34万 | 0.07% | 17,011 | 17,011 | — | $37.34万 | 新建仓 |
| SO | SOUTHERN CO | $36.97万 | 0.07% | 3,830 | 3,830 | — | $36.97万 | 新建仓 |
| GSK | GSK PLC | $36.91万 | 0.07% | 6,688 | 6,688 | — | $36.91万 | 新建仓 |
| UCON | FIRST TR EXCHNG TRADED FD VI | $36.87万 | 0.07% | 14,884 | 14,884 | — | $36.87万 | 新建仓 |
| IMAX | IMAX CORP | $36.49万 | 0.07% | 9,600 | 9,600 | — | $36.49万 | 新建仓 |
| GOOG | ALPHABET INC | $35.81万 | 0.07% | 1,248 | 1,248 | — | $35.81万 | 新建仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $34.94万 | 0.07% | 7,272 | 7,272 | — | $34.94万 | 新建仓 |
| EDOW | FIRST TR EXCHANGE-TRADED FD | $33.69万 | 0.06% | 8,304 | 8,304 | — | $33.69万 | 新建仓 |
| QQEW | FIRST TR EXCHANGE-TRADED FD | $32.97万 | 0.06% | 2,595 | 2,595 | — | $32.97万 | 新建仓 |
| DOV | DOVER CORP | $32.77万 | 0.06% | 1,572 | 1,572 | — | $32.77万 | 新建仓 |
| SCHW | SCHWAB CHARLES CORP | $32.68万 | 0.06% | 3,478 | 3,478 | — | $32.68万 | 新建仓 |
| SHOP | SHOPIFY INC | $32.03万 | 0.06% | 2,700 | 1,350 | 100.0% | $16.01万 | 加仓 |
| QDPL | PACER FDS TR | $31.86万 | 0.06% | 7,936 | 7,936 | — | $31.86万 | 新建仓 |
| IUSB | ISHARES TR | $31.35万 | 0.06% | 6,786 | 6,786 | — | $31.35万 | 新建仓 |
| PEP | PEPSICO INC | $29.82万 | 0.06% | 1,920 | 1,920 | — | $29.82万 | 新建仓 |
| GEV | GE VERNOVA INC | $29.76万 | 0.06% | 340 | 340 | — | $29.76万 | 新建仓 |
| IVE | ISHARES TR | $29.66万 | 0.06% | 1,405 | 1,405 | — | $29.66万 | 新建仓 |
| FMB | FIRST TR EXCH TRADED FD III | $29.33万 | 0.06% | 5,791 | 5,791 | — | $29.33万 | 新建仓 |
| DYNF | BLACKROCK ETF TRUST | $28.89万 | 0.05% | 4,965 | 4,965 | — | $28.89万 | 新建仓 |
| QUAL | ISHARES TR | $27.17万 | 0.05% | 1,416 | 1,416 | — | $27.17万 | 新建仓 |
| SYY | SYSCO CORP | $26.52万 | 0.05% | 3,718 | 3,718 | — | $26.52万 | 新建仓 |
| F | FORD MTR CO | $25.93万 | 0.05% | 22,467 | 12,283 | 120.6% | $14.17万 | 加仓 |
| EFG | ISHARES TR | $25.62万 | 0.05% | 2,300 | 2,300 | — | $25.62万 | 新建仓 |
| EFV | ISHARES TR | $25.62万 | 0.05% | 3,446 | 3,446 | — | $25.62万 | 新建仓 |
| OXY | OCCIDENTAL PETE CORP | $25.42万 | 0.05% | 3,912 | 3,912 | — | $25.42万 | 新建仓 |
| MCD | MCDONALDS CORP | $25.31万 | 0.05% | 815 | 815 | — | $25.31万 | 新建仓 |
| IJS | ISHARES TR | $25.09万 | 0.05% | 2,118 | 2,118 | — | $25.09万 | 新建仓 |
| JNJ | JOHNSON & JOHNSON | $24.45万 | 0.05% | 1,001 | 1,001 | — | $24.45万 | 新建仓 |
| FFA | FIRST TR ENHANCED EQUITY | $23.66万 | 0.04% | 11,598 | 11,598 | — | $23.66万 | 新建仓 |
| V | VISA INC | $23.50万 | 0.04% | 778 | 778 | — | $23.50万 | 新建仓 |
| BSV | VANGUARD BD INDEX FDS | $23.37万 | 0.04% | 2,979 | 2,979 | — | $23.37万 | 新建仓 |
| AFL | AFLAC INC | $22.67万 | 0.04% | 2,066 | 2,066 | — | $22.67万 | 新建仓 |
| IEMG | ISHARES INC | $22.62万 | 0.04% | 3,244 | 3,244 | — | $22.62万 | 新建仓 |
| AXP | AMERICAN EXPRESS CO | $22.56万 | 0.04% | 747 | 747 | — | $22.56万 | 新建仓 |
| JPM | JPMORGAN CHASE & CO | $22.01万 | 0.04% | 748 | 748 | — | $22.01万 | 新建仓 |
| AMLP | ALPS ETF TR | $21.94万 | 0.04% | 4,168 | 4,168 | — | $21.94万 | 新建仓 |
| VTIP | VANGUARD MALVERN FDS | $20.67万 | 0.04% | 4,138 | 4,138 | — | $20.67万 | 新建仓 |
| BF/B | BROWN FORMAN CORP | $20.42万 | 0.04% | 7,722 | 7,722 | — | $20.42万 | 新建仓 |