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 |
|---|---|---|---|---|---|---|---|---|
| AXP | AMERICAN EXPRESS CO | $25.29万 | 0.04% | 748 | 1 | 0.1% | $338 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $24.61万 | 0.04% | 752 | 4 | 0.5% | $1,309 | 加仓 |
| AFL | AFLAC INC | $24.36万 | 0.04% | 2,077 | 11 | 0.5% | $1,290 | 加仓 |
| PPG | PPG INDS INC | $23.13万 | 0.04% | 1,906 | 10 | 0.5% | $1,213 | 加仓 |
| ASML | ASML HLDG NV | $23.12万 | 0.04% | 116 | 116 | — | $23.12万 | 新建仓 |
| VLO | VALERO ENERGY CORP | $23.00万 | 0.04% | 884 | 884 | — | $23.00万 | 新建仓 |
| BSV | VANGUARD BD INDEX FDS | $22.93万 | 0.04% | 2,940 | -39 | -1.3% | -$3,041 | 减仓 |
| MCD | MCDONALDS CORP | $22.15万 | 0.04% | 819 | 4 | 0.5% | $1,082 | 加仓 |
| FDVV | FIDELITY COVINGTON TRUST | $21.97万 | 0.04% | 3,644 | 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 |
| AMLP | ALPS ETF TR | $21.61万 | 0.03% | 4,168 | 0 | 0.0% | — | 不变 |
| EFV | ISHARES TR | $21.19万 | 0.03% | 2,768 | -678 | -19.7% | -$5.19万 | 减仓 |
| IXN | ISHARES TR | $20.86万 | 0.03% | 1,445 | 1,445 | — | $20.86万 | 新建仓 |
| BF/B | BROWN FORMAN CORP | $20.76万 | 0.03% | 7,790 | 68 | 0.9% | $1,812 | 加仓 |
| — | HARBOR ETF TRUST | $20.67万 | 0.03% | 4,536 | 68 | 1.5% | $3,099 | 加仓 |
| GTO | INVESCO ACTIVELY MANAGED EXC | $20.59万 | 0.03% | 4,391 | 48 | 1.1% | $2,250 | 加仓 |
| VTIP | VANGUARD MALVERN FDS | $20.40万 | 0.03% | 4,060 | -78 | -1.9% | -$3,918 | 减仓 |
| IMCG | ISHARES TR | $20.27万 | 0.03% | 2,062 | 2,062 | — | $20.27万 | 新建仓 |
| PGX | INVESCO EXCH TRADED FD TR II | $15.48万 | 0.02% | 14,283 | 206 | 1.5% | $2,233 | 加仓 |
| QUBT | QUANTUM COMPUTING INC | $13.58万 | 0.02% | 14,000 | 14,000 | — | $13.58万 | 新建仓 |
| — | CARDIFF ONCOLOGY INC | $2.60万 | 0.00% | 20,000 | 0 | 0.0% | — | 不变 |
| EVGO | EVGO INC | $1.91万 | 0.00% | 10,000 | 0 | 0.0% | — | 不变 |
| — | 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 |