POTENTIA WEALTH
SAN JOSE CA · SEC CIK 0002052308
$2.44亿2026Q2 申报市值
60持仓数
71.1%前十大占比 · 第一大 24.5%
7 / 37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
MFSV 新建仓+$764.73万
JGRO 新建仓+$649.92万
SNPE 新建仓+$29.75万
CSCO 新建仓+$26.79万
STX 新建仓+$22.68万
2026Q2 卖出最多 按季末市值估算
GSST 清仓-$712.59万
BRK/B 减仓-$708.90万
AAPL 减仓-$678.55万
SPY 减仓-$355.01万
META 减仓-$175.86万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| SPY | STATE STR SPDR S&P 500 ETF T | $5,990.90万 | 24.53% | 80,224 | -4,754 | -5.6% | -$355.01万 | 减仓 |
| AAPL | APPLE INC | $2,470.38万 | 10.11% | 85,374 | -23,450 | -21.5% | -$678.55万 | 减仓 |
| PAAA | PGIM ETF TR | $2,102.18万 | 8.61% | 410,021 | -29,902 | -6.8% | -$153.31万 | 减仓 |
| SPYV | SPDR SERIES TRUST | $1,927.97万 | 7.89% | 317,152 | -8,784 | -2.7% | -$53.40万 | 减仓 |
| IWF | ISHARES TR | $968.83万 | 3.97% | 78,024 | -2,120 | -2.6% | -$26.32万 | 减仓 |
| SHLD | GLOBAL X FDS | $858.91万 | 3.52% | 143,846 | -8,497 | -5.6% | -$50.74万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $824.06万 | 3.37% | 41,184 | -2,284 | -5.3% | -$45.70万 | 减仓 |
| GOOGL | ALPHABET INC | $808.00万 | 3.31% | 22,610 | -1,999 | -8.1% | -$71.44万 | 减仓 |
| MFSV | MFS ACTIVE EXCHANGE TRADED F | $764.73万 | 3.13% | 267,667 | 267,667 | — | $764.73万 | 新建仓 |
| JGRO | J P MORGAN EXCHANGE TRADED F | $649.92万 | 2.66% | 65,922 | 65,922 | — | $649.92万 | 新建仓 |
| IWD | ISHARES TR | $633.79万 | 2.59% | 26,143 | -394 | -1.5% | -$9.55万 | 减仓 |
| DTCR | GLOBAL X FDS | $581.05万 | 2.38% | 191,323 | -22,609 | -10.6% | -$68.66万 | 减仓 |
| JTEK | J P MORGAN EXCHANGE TRADED F | $438.02万 | 1.79% | 39,266 | -4,064 | -9.4% | -$45.33万 | 减仓 |
| CLOA | BLACKROCK ETF TRUST II | $407.44万 | 1.67% | 78,490 | -32,819 | -29.5% | -$170.36万 | 减仓 |
| RWJ | INVESCO EXCH TRADED FD TR II | $338.65万 | 1.39% | 56,915 | -449 | -0.8% | -$2.67万 | 减仓 |
| IVV | ISHARES TR | $316.83万 | 1.30% | 4,231 | -316 | -6.9% | -$23.66万 | 减仓 |
| AMAT | APPLIED MATLS INC | $310.09万 | 1.27% | 4,289 | -550 | -11.4% | -$39.77万 | 减仓 |
| GPIX | GOLDMAN SACHS ETF TR | $285.21万 | 1.17% | 51,325 | -899 | -1.7% | -$5.00万 | 减仓 |
| SPHQ | INVESCO EXCHANGE TRADED FD T | $213.94万 | 0.88% | 23,744 | -962 | -3.9% | -$8.67万 | 减仓 |
| META | META PLATFORMS INC | $208.48万 | 0.85% | 3,701 | -3,122 | -45.8% | -$175.86万 | 减仓 |
| AMZN | AMAZON COM INC | $204.71万 | 0.84% | 8,589 | -1,911 | -18.2% | -$45.55万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $202.86万 | 0.83% | 4,054 | -14,167 | -77.8% | -$708.90万 | 减仓 |
| GOOG | ALPHABET INC | $182.12万 | 0.75% | 5,154 | -2,660 | -34.0% | -$93.99万 | 减仓 |
| AVGO | BROADCOM INC | $179.68万 | 0.74% | 4,757 | 304 | 6.8% | $11.48万 | 加仓 |
| DSI | ISHARES TR | $160.81万 | 0.66% | 11,294 | -1,208 | -9.7% | -$17.20万 | 减仓 |
| RTX | RTX CORPORATION | $157.05万 | 0.64% | 8,277 | -252 | -3.0% | -$4.78万 | 减仓 |
| TSLA | TESLA INC | $135.81万 | 0.56% | 3,229 | -23 | -0.7% | -$9,674 | 减仓 |
| IUSV | ISHARES TR | $134.09万 | 0.55% | 12,173 | 0 | 0.0% | — | 不变 |
| WFC | WELLS FARGO & CO | $132.64万 | 0.54% | 16,050 | -1,062 | -6.2% | -$8.78万 | 减仓 |
| SPYG | SPDR SERIES TRUST | $122.30万 | 0.50% | 10,279 | -127 | -1.2% | -$1.51万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $115.88万 | 0.47% | 4,563 | -338 | -6.9% | -$8.58万 | 减仓 |
| WMT | WALMART INC | $106.65万 | 0.44% | 9,416 | 100 | 1.1% | $1.13万 | 加仓 |
| QQQ | INVESCO QQQ TR | $104.06万 | 0.43% | 1,413 | 110 | 8.4% | $8.10万 | 加仓 |
| GSLC | GOLDMAN SACHS ETF TR | $98.09万 | 0.40% | 6,913 | 0 | 0.0% | — | 不变 |
| MSFT | MICROSOFT CORP | $93.61万 | 0.38% | 2,510 | -1,841 | -42.3% | -$68.66万 | 减仓 |
| IEMG | ISHARES INC | $82.08万 | 0.34% | 9,908 | 1,473 | 17.5% | $12.20万 | 加仓 |
| UL | UNILEVER PLC | $76.94万 | 0.32% | 12,798 | 0 | 0.0% | — | 不变 |
| GLD | SPDR GOLD TR | $76.51万 | 0.31% | 2,077 | 35 | 1.7% | $1.29万 | 加仓 |
| ORCL | ORACLE CORP | $76.50万 | 0.31% | 5,220 | -6,208 | -54.3% | -$90.98万 | 减仓 |
| AOM | ISHARES TR | $69.36万 | 0.28% | 13,902 | 67 | 0.5% | $3,343 | 加仓 |
| CHRW | C H ROBINSON WORLDWIDE IN | $63.90万 | 0.26% | 3,393 | 0 | 0.0% | — | 不变 |
| GD | GENERAL DYNAMICS CORP | $59.55万 | 0.24% | 1,681 | 0 | 0.0% | — | 不变 |
| IUSG | ISHARES TR | $59.00万 | 0.24% | 3,137 | 0 | 0.0% | — | 不变 |
| AMD | ADVANCED MICRO DEVICES INC | $57.16万 | 0.23% | 984 | -227 | -18.7% | -$13.19万 | 重新持有 |
| V | VISA INC | $56.48万 | 0.23% | 1,646 | -326 | -16.5% | -$11.19万 | 减仓 |
| SPYM | SPDR SERIES TRUST | $48.55万 | 0.20% | 5,524 | -189 | -3.3% | -$1.66万 | 减仓 |
| KLAC | KLA CORP | $45.26万 | 0.19% | 1,500 | 0 | 0.0% | — | 不变 |
| JPST | J P MORGAN EXCHANGE TRADED F | $43.55万 | 0.18% | 8,611 | -33,446 | -79.5% | -$169.14万 | 减仓 |
| SBUX | STARBUCKS CORP | $42.14万 | 0.17% | 4,124 | 0 | 0.0% | — | 不变 |
| VTI | VANGUARD INDEX FDS | $40.41万 | 0.17% | 1,092 | -53 | -4.6% | -$1.96万 | 减仓 |
| ANET | ARISTA NETWORKS INC | $37.92万 | 0.16% | 2,232 | -9,777 | -81.4% | -$166.09万 | 减仓 |
| DFCF | DIMENSIONAL ETF TRUST | $37.42万 | 0.15% | 8,865 | 0 | 0.0% | — | 不变 |
| NFLX | NETFLIX INC. | $35.82万 | 0.15% | 5,017 | 502 | 11.1% | $3.58万 | 加仓 |
| HD | HOME DEPOT INC | $33.54万 | 0.14% | 951 | -391 | -29.1% | -$13.79万 | 减仓 |
| IYW | ISHARES TR | $31.08万 | 0.13% | 1,232 | 0 | 0.0% | — | 不变 |
| SNPE | DBX ETF TR | $29.75万 | 0.12% | 4,321 | 4,321 | — | $29.75万 | 新建仓 |
| CSCO | CISCO SYS INC | $26.79万 | 0.11% | 2,281 | 2,281 | — | $26.79万 | 新建仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $22.68万 | 0.09% | 235 | 235 | — | $22.68万 | 新建仓 |
| MU | MICRON TECHNOLOGY INC | $21.47万 | 0.09% | 186 | 186 | — | $21.47万 | 新建仓 |
| HPE | HEWLETT PACKARD ENTERPRISE C | $20.48万 | 0.08% | 4,540 | 4,540 | — | $20.48万 | 新建仓 |
| GSST | GOLDMAN SACHS ETF TR | $0 | 0.00% | 0 | -140,967 | -100.0% | -$712.59万 | 清仓 |
| GBIL | GOLDMAN SACHS ETF TR | $0 | 0.00% | 0 | -12,928 | -100.0% | -$129.53万 | 清仓 |
| FEX | FIRST TR EXCHANGE-TRADED ALP | $0 | 0.00% | 0 | -10,214 | -100.0% | -$124.54万 | 清仓 |
| LLY | ELI LILLY & CO | $0 | 0.00% | 0 | -1,070 | -100.0% | -$98.42万 | 清仓 |
| FNX | FIRST TR EXCHANGE-TRADED ALP | $0 | 0.00% | 0 | -7,120 | -100.0% | -$91.30万 | 清仓 |
| FYX | FIRST TR EXCHANGE-TRADED ALP | $0 | 0.00% | 0 | -6,015 | -100.0% | -$71.79万 | 清仓 |
| USMV | ISHARES TR | $0 | 0.00% | 0 | -7,388 | -100.0% | -$68.52万 | 清仓 |
| VBR | VANGUARD INDEX FDS | $0 | 0.00% | 0 | -2,739 | -100.0% | -$59.50万 | 清仓 |
| FFIV | F5 INC | $0 | 0.00% | 0 | -1,783 | -100.0% | -$51.59万 | 清仓 |
| IVE | ISHARES TR | $0 | 0.00% | 0 | -2,407 | -100.0% | -$50.82万 | 清仓 |
| RIO | RIO TINTO PLC | $0 | 0.00% | 0 | -5,345 | -100.0% | -$49.86万 | 清仓 |
| EFA | ISHARES TR | $0 | 0.00% | 0 | -5,133 | -100.0% | -$49.86万 | 清仓 |
| SYF | SYNCHRONY FINANCIAL | $0 | 0.00% | 0 | -7,316 | -100.0% | -$49.76万 | 清仓 |
| DGRO | ISHARES TR | $0 | 0.00% | 0 | -7,064 | -100.0% | -$49.58万 | 清仓 |
| LPLA | LPL FINL HLDGS INC | $0 | 0.00% | 0 | -1,580 | -100.0% | -$47.53万 | 清仓 |
| CWBC | COMMUNITY WEST BANCSHARES NE | $0 | 0.00% | 0 | -20,162 | -100.0% | -$46.98万 | 清仓 |
| VOO | VANGUARD INDEX FDS | $0 | 0.00% | 0 | -783 | -100.0% | -$46.79万 | 清仓 |
| PCG | PG&E CORP | $0 | 0.00% | 0 | -26,457 | -100.0% | -$46.48万 | 清仓 |
| FCX | FREEPORT MCMORAN INC | $0 | 0.00% | 0 | -7,241 | -100.0% | -$42.56万 | 清仓 |
| VO | VANGUARD INDEX FDS | $0 | 0.00% | 0 | -5,660 | -100.0% | -$40.64万 | 清仓 |
| SCHF | SCHWAB STRATEGIC TR | $0 | 0.00% | 0 | -15,982 | -100.0% | -$39.56万 | 清仓 |
| MRK | MERCK & CO INC | $0 | 0.00% | 0 | -3,030 | -100.0% | -$36.45万 | 清仓 |
| XLP | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | -4,307 | -100.0% | -$35.31万 | 清仓 |
| QQEW | FIRST TR EXCHANGE-TRADED FD | $0 | 0.00% | 0 | -2,728 | -100.0% | -$34.64万 | 清仓 |
| GSK | GSK PLC | $0 | 0.00% | 0 | -5,725 | -100.0% | -$31.60万 | 清仓 |
| USB | US BANCORP | $0 | 0.00% | 0 | -6,013 | -100.0% | -$31.27万 | 清仓 |
| PG | PROCTER & GAMBLE CO | $0 | 0.00% | 0 | -1,980 | -100.0% | -$28.60万 | 清仓 |
| CMCL | CALEDONIA MNG CORP | $0 | 0.00% | 0 | -11,559 | -100.0% | -$26.11万 | 清仓 |
| AGG | ISHARES TR | $0 | 0.00% | 0 | -2,497 | -100.0% | -$24.79万 | 清仓 |
| ET | ENERGY TRANSFER L P | $0 | 0.00% | 0 | -12,318 | -100.0% | -$23.77万 | 清仓 |
| VYM | VANGUARD WHITEHALL FDS | $0 | 0.00% | 0 | -1,554 | -100.0% | -$23.01万 | 清仓 |
| KTOS | KRATOS DEFENSE & SEC SOLUTIO | $0 | 0.00% | 0 | -3,180 | -100.0% | -$22.42万 | 清仓 |
| ACN | ACCENTURE PLC IRELAND | $0 | 0.00% | 0 | -1,093 | -100.0% | -$21.67万 | 清仓 |
| BIL | SPDR SERIES TRUST | $0 | 0.00% | 0 | -2,338 | -100.0% | -$21.43万 | 清仓 |
| VLO | VALERO ENERGY CORP | $0 | 0.00% | 0 | -860 | -100.0% | -$21.26万 | 清仓 |
| NEE | NEXTERA ENERGY INC | $0 | 0.00% | 0 | -2,248 | -100.0% | -$20.88万 | 清仓 |
| COST | COSTCO WHOLESALE CORPORATION | $0 | 0.00% | 0 | -203 | -100.0% | -$20.21万 | 清仓 |