POTENTIA WEALTH
SAN JOSE CA · SEC CIK 0002052308
$2.59亿2026Q1 申报市值
89持仓数
67.1%前十大占比 · 第一大 21.3%
3 / 7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
GOOGL 加仓+$404.17万
AAPL 加仓+$376.98万
PAAA 加仓+$207.21万
CLOA 加仓+$155.70万
WMT 加仓+$67.32万
2026Q1 卖出最多 按季末市值估算
SPYV 减仓-$731.15万
MSFT 减仓-$476.21万
SPY 减仓-$201.67万
SHLD 减仓-$82.50万
JPM 清仓-$56.65万
2026Q1 持仓明细 点表头排序
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 |
|---|---|---|---|---|---|---|---|---|
| JPM | JPMORGAN CHASE & CO. | $0 | 0.00% | 0 | -1,758 | -100.0% | -$56.65万 | 清仓 |
| AMD | ADVANCED MICRO DEVICES INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ABBV | ABBVIE INC | $0 | 0.00% | 0 | -1,132 | -100.0% | -$25.87万 | 清仓 |
| AXP | AMERICAN EXPRESS CO | $0 | 0.00% | 0 | -650 | -100.0% | -$24.05万 | 清仓 |
| — | CYBERARK SOFTWARE LTD | $0 | 0.00% | 0 | -490 | -100.0% | -$21.86万 | 清仓 |
| AEP | AMERICAN ELEC PWR CO INC | $0 | 0.00% | 0 | -1,810 | -100.0% | -$20.87万 | 清仓 |
| BAC | BANK AMERICA CORP | $0 | 0.00% | 0 | -3,644 | -100.0% | -$20.04万 | 清仓 |
| F | FORD MTR CO | $0 | 0.00% | 0 | -13,288 | -100.0% | -$17.43万 | 清仓 |
| COST | COSTCO WHOLESALE CORPORATION | $20.21万 | 0.08% | 203 | -96 | -32.1% | -$9.56万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $20.88万 | 0.08% | 2,248 | 2,248 | — | $20.88万 | 新建仓 |
| VLO | VALERO ENERGY CORP | $21.26万 | 0.08% | 860 | -587 | -40.6% | -$14.51万 | 减仓 |
| BIL | SPDR SERIES TRUST | $21.43万 | 0.08% | 2,338 | -1,598 | -40.6% | -$14.64万 | 减仓 |
| ACN | ACCENTURE PLC IRELAND | $21.67万 | 0.08% | 1,093 | 44 | 4.2% | $8,725 | 加仓 |
| KLAC | KLA CORP | $22.09万 | 0.09% | 150 | -48 | -24.2% | -$7.07万 | 减仓 |
| IYW | ISHARES TR | $22.35万 | 0.09% | 1,232 | -579 | -32.0% | -$10.50万 | 减仓 |
| KTOS | KRATOS DEFENSE & SEC SOLUTIO | $22.42万 | 0.09% | 3,180 | 0 | 0.0% | — | 不变 |
| VYM | VANGUARD WHITEHALL FDS | $23.01万 | 0.09% | 1,554 | 0 | 0.0% | — | 不变 |
| ET | ENERGY TRANSFER L P | $23.77万 | 0.09% | 12,318 | 0 | 0.0% | — | 不变 |
| AGG | ISHARES TR | $24.79万 | 0.10% | 2,497 | -309 | -11.0% | -$3.07万 | 减仓 |
| CMCL | CALEDONIA MNG CORP | $26.11万 | 0.10% | 11,559 | -1,039 | -8.2% | -$2.35万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $28.60万 | 0.11% | 1,980 | -1,101 | -35.7% | -$15.90万 | 减仓 |
| USB | US BANCORP | $31.27万 | 0.12% | 6,013 | 0 | 0.0% | — | 不变 |
| GSK | GSK PLC | $31.60万 | 0.12% | 5,725 | -673 | -10.5% | -$3.71万 | 减仓 |
| QQEW | FIRST TR EXCHANGE-TRADED FD | $34.64万 | 0.13% | 2,728 | -383 | -12.3% | -$4.86万 | 减仓 |
| XLP | SELECT SECTOR SPDR TR | $35.31万 | 0.14% | 4,307 | 0 | 0.0% | — | 不变 |
| MRK | MERCK & CO INC | $36.45万 | 0.14% | 3,030 | -1,275 | -29.6% | -$15.34万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $36.73万 | 0.14% | 1,145 | 53 | 4.9% | $1.70万 | 加仓 |
| SBUX | STARBUCKS CORP | $36.95万 | 0.14% | 4,124 | -426 | -9.4% | -$3.82万 | 减仓 |
| DFCF | DIMENSIONAL ETF TRUST | $37.43万 | 0.14% | 8,865 | -96 | -1.1% | -$4,053 | 减仓 |
| SCHF | SCHWAB STRATEGIC TR | $39.56万 | 0.15% | 15,982 | 0 | 0.0% | — | 不变 |
| VO | VANGUARD INDEX FDS | $40.64万 | 0.16% | 1,415 | 0 | 0.0% | — | 不变 |
| FCX | FREEPORT MCMORAN INC | $42.56万 | 0.16% | 7,241 | 445 | 6.5% | $2.62万 | 加仓 |
| NFLX | NETFLIX INC. | $43.41万 | 0.17% | 4,515 | -200 | -4.2% | -$1.92万 | 减仓 |
| SPYM | SPDR SERIES TRUST | $43.73万 | 0.17% | 5,713 | 5,713 | — | $43.73万 | 新建仓 |
| HD | HOME DEPOT INC | $44.14万 | 0.17% | 1,342 | -71 | -5.0% | -$2.34万 | 减仓 |
| PCG | PG&E CORP | $46.48万 | 0.18% | 26,457 | -4,346 | -14.1% | -$7.64万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $46.79万 | 0.18% | 783 | -118 | -13.1% | -$7.05万 | 减仓 |
| CWBC | COMMUNITY WEST BANCSHARES NE | $46.98万 | 0.18% | 20,162 | 0 | 0.0% | — | 不变 |
| LPLA | LPL FINL HLDGS INC | $47.53万 | 0.18% | 1,580 | 1 | 0.1% | $301 | 加仓 |
| IUSG | ISHARES TR | $48.66万 | 0.19% | 3,137 | 0 | 0.0% | — | 不变 |
| DGRO | ISHARES TR | $49.58万 | 0.19% | 7,064 | 0 | 0.0% | — | 不变 |
| SYF | SYNCHRONY FINANCIAL | $49.76万 | 0.19% | 7,316 | -778 | -9.6% | -$5.29万 | 减仓 |
| EFA | ISHARES TR | $49.86万 | 0.19% | 5,133 | -83 | -1.6% | -$8,062 | 减仓 |
| RIO | RIO TINTO PLC | $49.86万 | 0.19% | 5,345 | 585 | 12.3% | $5.46万 | 加仓 |
| IVE | ISHARES TR | $50.82万 | 0.20% | 2,407 | 134 | 5.9% | $2.83万 | 加仓 |
| FFIV | F5 INC | $51.59万 | 0.20% | 1,783 | -176 | -9.0% | -$5.09万 | 减仓 |
| CHRW | C H ROBINSON WORLDWIDE IN | $56.35万 | 0.22% | 3,393 | 117 | 3.6% | $1.94万 | 加仓 |
| GD | GENERAL DYNAMICS CORP | $57.70万 | 0.22% | 1,681 | 73 | 4.5% | $2.51万 | 加仓 |
| IEMG | ISHARES INC | $58.83万 | 0.23% | 8,435 | 8,435 | — | $58.83万 | 新建仓 |
| VBR | VANGUARD INDEX FDS | $59.50万 | 0.23% | 2,739 | 0 | 0.0% | — | 不变 |
| V | VISA INC | $59.60万 | 0.23% | 1,972 | -274 | -12.2% | -$8.28万 | 减仓 |
| AOM | ISHARES TR | $65.54万 | 0.25% | 13,835 | 7,798 | 129.2% | $36.94万 | 加仓 |
| USMV | ISHARES TR | $68.52万 | 0.26% | 7,388 | 58 | 0.8% | $5,379 | 加仓 |
| FYX | FIRST TR EXCHANGE-TRADED ALP | $71.79万 | 0.28% | 6,015 | -968 | -13.9% | -$11.55万 | 减仓 |
| UL | UNILEVER PLC | $72.91万 | 0.28% | 12,798 | 518 | 4.2% | $2.95万 | 加仓 |
| QQQ | INVESCO QQQ TR | $75.21万 | 0.29% | 1,303 | -202 | -13.4% | -$11.66万 | 减仓 |
| GSLC | GOLDMAN SACHS ETF TR | $86.50万 | 0.33% | 6,913 | 0 | 0.0% | — | 不变 |
| GLD | SPDR GOLD TR | $87.87万 | 0.34% | 2,042 | 10 | 0.5% | $4,303 | 加仓 |
| FNX | FIRST TR EXCHANGE-TRADED ALP | $91.30万 | 0.35% | 7,120 | -777 | -9.8% | -$9.96万 | 减仓 |
| LLY | ELI LILLY & CO | $98.42万 | 0.38% | 1,070 | -110 | -9.3% | -$10.12万 | 减仓 |
| SPYG | SPDR SERIES TRUST | $101.88万 | 0.39% | 10,406 | -722 | -6.5% | -$7.07万 | 减仓 |
| WMT | WALMART INC | $115.78万 | 0.45% | 9,316 | 5,417 | 138.9% | $67.32万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $119.79万 | 0.46% | 4,901 | -244 | -4.7% | -$5.96万 | 减仓 |
| TSLA | TESLA INC | $120.89万 | 0.47% | 3,252 | 645 | 24.7% | $23.98万 | 加仓 |
| IUSV | ISHARES TR | $124.47万 | 0.48% | 12,173 | 0 | 0.0% | — | 不变 |
| FEX | FIRST TR EXCHANGE-TRADED ALP | $124.54万 | 0.48% | 10,214 | -1,017 | -9.1% | -$12.40万 | 减仓 |
| GBIL | GOLDMAN SACHS ETF TR | $129.53万 | 0.50% | 12,928 | -2,588 | -16.7% | -$25.93万 | 减仓 |
| WFC | WELLS FARGO & CO | $136.23万 | 0.53% | 17,112 | 0 | 0.0% | — | 不变 |
| AVGO | BROADCOM INC | $137.83万 | 0.53% | 4,453 | 399 | 9.8% | $12.35万 | 加仓 |
| ANET | ARISTA NETWORKS INC | $147.44万 | 0.57% | 12,009 | -776 | -6.1% | -$9.53万 | 减仓 |
| DSI | ISHARES TR | $151.52万 | 0.59% | 12,502 | 845 | 7.2% | $10.24万 | 加仓 |
| MSFT | MICROSOFT CORP | $161.05万 | 0.62% | 4,351 | -12,866 | -74.7% | -$476.21万 | 减仓 |
| RTX | RTX CORPORATION | $164.53万 | 0.64% | 8,529 | 99 | 1.2% | $1.91万 | 加仓 |
| AMAT | APPLIED MATLS INC | $165.39万 | 0.64% | 4,839 | -189 | -3.8% | -$6.46万 | 减仓 |
| ORCL | ORACLE CORP | $168.12万 | 0.65% | 11,428 | 93 | 0.8% | $1.37万 | 加仓 |
| SPHQ | INVESCO EXCHANGE TRADED FD T | $185.76万 | 0.72% | 24,706 | -57 | -0.2% | -$4,286 | 减仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $212.85万 | 0.82% | 42,057 | 10,292 | 32.4% | $52.09万 | 加仓 |
| AMZN | AMAZON COM INC | $218.68万 | 0.84% | 10,500 | 1,580 | 17.7% | $32.91万 | 加仓 |
| GOOG | ALPHABET INC | $224.14万 | 0.87% | 7,814 | 1,141 | 17.1% | $32.73万 | 加仓 |
| GPIX | GOLDMAN SACHS ETF TR | $261.33万 | 1.01% | 52,224 | 236 | 0.5% | $1.18万 | 加仓 |
| RWJ | INVESCO EXCH TRADED FD TR II | $289.57万 | 1.12% | 57,364 | 864 | 1.5% | $4.36万 | 加仓 |
| IVV | ISHARES TR | $297.02万 | 1.15% | 4,547 | 305 | 7.2% | $19.92万 | 加仓 |
| JTEK | J P MORGAN EXCHANGE TRADED F | $344.65万 | 1.33% | 43,330 | -1,989 | -4.4% | -$15.82万 | 减仓 |
| META | META PLATFORMS INC | $390.36万 | 1.51% | 6,823 | -785 | -10.3% | -$44.91万 | 减仓 |
| DTCR | GLOBAL X FDS | $512.58万 | 1.98% | 213,932 | -15,804 | -6.9% | -$37.87万 | 减仓 |
| IWD | ISHARES TR | $567.02万 | 2.19% | 26,537 | 173 | 0.7% | $3.70万 | 加仓 |
| CLOA | BLACKROCK ETF TRUST II | $576.97万 | 2.23% | 111,309 | 30,037 | 37.0% | $155.70万 | 加仓 |
| GOOGL | ALPHABET INC | $707.67万 | 2.73% | 24,609 | 14,055 | 133.2% | $404.17万 | 加仓 |
| GSST | GOLDMAN SACHS ETF TR | $712.59万 | 2.75% | 140,967 | 3,732 | 2.7% | $18.87万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $758.08万 | 2.93% | 43,468 | -1,515 | -3.4% | -$26.42万 | 减仓 |
| IWF | ISHARES TR | $854.35万 | 3.30% | 20,036 | 71 | 0.4% | $3.03万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $873.13万 | 3.37% | 18,221 | 754 | 4.3% | $36.13万 | 加仓 |
| SHLD | GLOBAL X FDS | $1,079.20万 | 4.17% | 152,343 | -11,646 | -7.1% | -$82.50万 | 减仓 |
| SPYV | SPDR SERIES TRUST | $1,844.15万 | 7.12% | 325,936 | -129,225 | -28.4% | -$731.15万 | 减仓 |
| PAAA | PGIM ETF TR | $2,251.52万 | 8.69% | 439,923 | 40,487 | 10.1% | $207.21万 | 加仓 |
| AAPL | APPLE INC | $2,761.83万 | 10.66% | 108,824 | 14,854 | 15.8% | $376.98万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $5,526.44万 | 21.34% | 84,978 | -3,101 | -3.5% | -$201.67万 | 减仓 |