Prasad Wealth Partners, LLC
INDEPENDENCE OH · SEC CIK 0002048885
$3.67亿2026Q1 申报市值
146持仓数
40.5%前十大占比 · 第一大 5.9%
13 / 8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
NFLX 新建仓+$144.59万
TEL 新建仓+$101.27万
ADSK 新建仓+$100.31万
VTI 加仓+$98.92万
IGIB 加仓+$61.82万
2026Q1 卖出最多 按季末市值估算
EMLP 清仓-$843.14万
INNOVATOR ETFS T 减仓-$76.55万
AMZN 减仓-$37.74万
AGNT 清仓-$36.46万
SOFI 清仓-$31.08万
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 |
|---|---|---|---|---|---|---|---|---|
| VTV | VANGUARD INDEX FDS | $32.78万 | 0.09% | 1,671 | 7 | 0.4% | $1,373 | 加仓 |
| FXH | FIRST TR EXCHANGE-TRADED FD | $32.55万 | 0.09% | 2,965 | 5 | 0.2% | $549 | 加仓 |
| XYZ | BLOCK INC | $32.35万 | 0.09% | 5,376 | -95 | -1.7% | -$5,717 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $32.31万 | 0.09% | 1,322 | 16 | 1.2% | $3,911 | 加仓 |
| PPA | INVESCO EXCHANGE TRADED FD T | $31.50万 | 0.09% | 1,901 | -63 | -3.2% | -$1.04万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $31.07万 | 0.08% | 1,527 | 3 | 0.2% | $610 | 加仓 |
| CAT | CATERPILLAR INC | $30.88万 | 0.08% | 436 | -51 | -10.5% | -$3.61万 | 减仓 |
| FOUR | SHIFT4 PMTS INC | $30.53万 | 0.08% | 6,982 | 1,615 | 30.1% | $7.06万 | 加仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $29.80万 | 0.08% | 8,900 | 8,900 | — | $29.80万 | 新建仓 |
| ABBV | ABBVIE INC | $28.89万 | 0.08% | 1,328 | 12 | 0.9% | $2,611 | 加仓 |
| — | INNOVATOR ETFS TRUST | $27.39万 | 0.07% | 10,000 | 0 | 0.0% | — | 不变 |
| WM | WASTE MGMT INC DEL | $27.34万 | 0.07% | 1,190 | -32 | -2.6% | -$7,353 | 减仓 |
| PFEB | INNOVATOR ETFS TRUST | $26.99万 | 0.07% | 6,730 | 0 | 0.0% | — | 不变 |
| — | FIRST TR EXCHANGE-TRADED ALP | $26.97万 | 0.07% | 4,365 | -156 | -3.5% | -$9,639 | 减仓 |
| MA | MASTERCARD INCORPORATED | $26.83万 | 0.07% | 537 | -42 | -7.3% | -$2.10万 | 减仓 |
| QUAL | ISHARES TR | $26.62万 | 0.07% | 1,388 | 36 | 2.7% | $6,904 | 加仓 |
| BIIB | BIOGEN INC | $26.59万 | 0.07% | 1,450 | -2 | -0.1% | -$367 | 减仓 |
| WYNN | WYNN RESORTS LTD | $25.39万 | 0.07% | 2,500 | 0 | 0.0% | — | 不变 |
| VWO | VANGUARD INTL EQUITY INDEX F | $25.34万 | 0.07% | 4,689 | 4,689 | — | $25.34万 | 新建仓 |
| GOVT | ISHARES TR | $25.10万 | 0.07% | 10,954 | 16 | 0.1% | $367 | 加仓 |
| VO | VANGUARD INDEX FDS | $24.96万 | 0.07% | 869 | 2 | 0.2% | $574 | 加仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $24.94万 | 0.07% | 7,625 | 0 | 0.0% | — | 不变 |
| GE | GE AEROSPACE | $24.52万 | 0.07% | 864 | 181 | 26.5% | $5.14万 | 加仓 |
| GLD | SPDR GOLD TR | $24.44万 | 0.07% | 568 | 0 | 0.0% | — | 不变 |
| FNCL | FIDELITY COVINGTON TRUST | $24.39万 | 0.07% | 3,475 | 0 | 0.0% | — | 不变 |
| FVD | FIRST TR EXCHANGE-TRADED FD | $24.27万 | 0.07% | 5,159 | 463 | 9.9% | $2.18万 | 加仓 |
| IJR | ISHARES TR | $24.10万 | 0.07% | 1,939 | 127 | 7.0% | $1.58万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $23.87万 | 0.06% | 706 | -1 | -0.1% | -$338 | 减仓 |
| OHI | OMEGA HEALTHCARE INVS INC | $23.72万 | 0.06% | 5,412 | 55 | 1.0% | $2,410 | 加仓 |
| IUSV | ISHARES TR | $23.51万 | 0.06% | 2,299 | -149 | -6.1% | -$1.52万 | 减仓 |
| BAC | BANK AMERICA CORP | $22.93万 | 0.06% | 4,703 | 35 | 0.7% | $1,706 | 加仓 |
| OUSM | ALPS ETF TR | $22.56万 | 0.06% | 5,157 | -2,823 | -35.4% | -$12.35万 | 减仓 |
| NXTG | FIRST TR EXCHANGE-TRADED FD | $22.48万 | 0.06% | 2,008 | 4 | 0.2% | $448 | 加仓 |
| DIA | STATE STR SPDR DOW JONES IND | $22.35万 | 0.06% | 483 | 1 | 0.2% | $463 | 加仓 |
| XLRE | SELECT SECTOR SPDR TR | $21.84万 | 0.06% | 5,349 | -582 | -9.8% | -$2.38万 | 减仓 |
| OIH | VANECK ETF TRUST | $21.32万 | 0.06% | 527 | -322 | -37.9% | -$13.03万 | 减仓 |
| VGT | VANGUARD WORLD FD | $21.22万 | 0.06% | 304 | 0 | 0.0% | — | 不变 |
| PNC | PNC FINL SVCS GROUP INC | $21.16万 | 0.06% | 1,017 | 1,017 | — | $21.16万 | 新建仓 |
| RPM | RPM INTL INC | $21.05万 | 0.06% | 2,118 | -57 | -2.6% | -$5,665 | 减仓 |
| PLD | PROLOGIS INC. | $20.93万 | 0.06% | 1,583 | 1,583 | — | $20.93万 | 新建仓 |
| D | DOMINION ENERGY INC | $20.77万 | 0.06% | 3,359 | 3,359 | — | $20.77万 | 新建仓 |
| PWR | QUANTA SVCS INC | $20.26万 | 0.06% | 369 | 369 | — | $20.26万 | 新建仓 |
| IWD | ISHARES TR | $20.16万 | 0.05% | 943 | 943 | — | $20.16万 | 新建仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $20.11万 | 0.05% | 3,315 | 3,315 | — | $20.11万 | 新建仓 |
| VZ | VERIZON COMMUNICATIONS INC | $20.08万 | 0.05% | 4,000 | 4,000 | — | $20.08万 | 新建仓 |
| TFSL | TFS FINL CORP | $16.63万 | 0.05% | 11,834 | 53 | 0.4% | $745 | 加仓 |
| EMLP | FIRST TR EXCHANGE-TRADED FD | $0 | 0.00% | 0 | -222,641 | -100.0% | -$843.14万 | 清仓 |
| AGNT | EXP WORLD HLDGS INC | $0 | 0.00% | 0 | -40,291 | -100.0% | -$36.46万 | 清仓 |
| SOFI | SOFI TECHNOLOGIES INC | $0 | 0.00% | 0 | -11,872 | -100.0% | -$31.08万 | 清仓 |
| CMG | CHIPOTLE MEXICAN GRILL INC | $0 | 0.00% | 0 | -7,415 | -100.0% | -$27.44万 | 清仓 |
| CRM | SALESFORCE INC | $0 | 0.00% | 0 | -995 | -100.0% | -$26.36万 | 清仓 |
| FISV | FISERV INC | $0 | 0.00% | 0 | -3,865 | -100.0% | -$25.96万 | 清仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $0 | 0.00% | 0 | -6,800 | -100.0% | -$22.85万 | 清仓 |
| — | INNOVATOR ETFS TRUST | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| DIS | DISNEY WALT CO | $0 | 0.00% | 0 | -1,925 | -100.0% | -$21.90万 | 清仓 |
| XLF | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| SCHB | SCHWAB STRATEGIC TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| FXO | FIRST TR EXCHANGE TRADED FD | $0 | 0.00% | 0 | — | — | — | 申报中断 |