POINCIANA ADVISORS GROUP, LLC
PALM BEACH GARDENS FL · SEC CIK 0002054543
$1.27亿2026Q1 申报市值
130持仓数
53.4%前十大占比 · 第一大 12.4%
15 / 20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
VGIT 加仓+$39.42万
ADBE 新建仓+$33.40万
SNDK 新建仓+$27.38万
HAL 新建仓+$25.89万
PG 新建仓+$23.79万
2026Q1 卖出最多 按季末市值估算
BF/A 清仓-$137.67万
TEAM 清仓-$48.01万
EEM 减仓-$46.53万
CIEN 减仓-$46.32万
RBLX 清仓-$35.80万
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 |
|---|---|---|---|---|---|---|---|---|
| BF/A | BROWN FORMAN CORP | $0 | 0.00% | 0 | -52,325 | -100.0% | -$137.67万 | 清仓 |
| TEAM | ATLASSIAN CORPORATION | $0 | 0.00% | 0 | -2,961 | -100.0% | -$48.01万 | 清仓 |
| RBLX | ROBLOX CORP | $0 | 0.00% | 0 | -4,418 | -100.0% | -$35.80万 | 清仓 |
| EXPE | EXPEDIA GROUP INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| HOOD | ROBINHOOD MKTS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| NOW | SERVICENOW INC | $0 | 0.00% | 0 | -1,965 | -100.0% | -$30.10万 | 清仓 |
| LYFT | LYFT INC | $0 | 0.00% | 0 | -14,607 | -100.0% | -$28.29万 | 清仓 |
| SNOW | SNOWFLAKE INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| PYPL | PAYPAL HLDGS INC | $0 | 0.00% | 0 | -4,406 | -100.0% | -$25.72万 | 清仓 |
| ACN | ACCENTURE PLC IRELAND | $0 | 0.00% | 0 | -937 | -100.0% | -$25.14万 | 清仓 |
| MTCH | MATCH GROUP INC NEW | $0 | 0.00% | 0 | -7,647 | -100.0% | -$24.69万 | 清仓 |
| AMT | AMERICAN TOWER CORP NEW | $0 | 0.00% | 0 | -1,372 | -100.0% | -$24.10万 | 清仓 |
| SPYI | NEOS ETF TRUST | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| CCL | CARNIVAL CORP | $0 | 0.00% | 0 | -7,624 | -100.0% | -$23.28万 | 清仓 |
| VEEV | VEEVA SYS INC | $0 | 0.00% | 0 | -1,039 | -100.0% | -$23.19万 | 清仓 |
| EXEL | EXELIXIS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| TRMB | TRIMBLE INC | $0 | 0.00% | 0 | -2,808 | -100.0% | -$22.00万 | 清仓 |
| MKTX | MARKETAXESS HLDGS INC | $0 | 0.00% | 0 | -1,206 | -100.0% | -$21.86万 | 清仓 |
| GWRE | GUIDEWIRE SOFTWARE INC | $0 | 0.00% | 0 | -1,077 | -100.0% | -$21.65万 | 清仓 |
| ZS | ZSCALER INC | $0 | 0.00% | 0 | -962 | -100.0% | -$21.64万 | 清仓 |
| UBER | UBER TECHNOLOGIES INC | $0 | 0.00% | 0 | -2,632 | -100.0% | -$21.51万 | 清仓 |
| OLLI | OLLIES BARGAIN OUTLET HLDGS | $0 | 0.00% | 0 | -1,947 | -100.0% | -$21.34万 | 清仓 |
| TWLO | TWILIO INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| LVS | LAS VEGAS SANDS CORP | $0 | 0.00% | 0 | -3,211 | -100.0% | -$20.90万 | 清仓 |
| CVS | CVS HEALTH CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| HBAN | HUNTINGTON BANCSHARES INC | $0 | 0.00% | 0 | -11,404 | -100.0% | -$19.79万 | 清仓 |
| — | AGILON HEALTH INC | $0 | 0.00% | 0 | -18,301 | -100.0% | -$1.26万 | 清仓 |
| — | ALIGHT INC | $2.15万 | 0.02% | 36,945 | 36,945 | — | $2.15万 | 新建仓 |
| WOOF | PETCO HEALTH & WELLNESS CO I | $5.62万 | 0.04% | 20,199 | 0 | 0.0% | — | 不变 |
| NWL | NEWELL BRANDS INC | $6.33万 | 0.05% | 18,442 | 2,224 | 13.7% | $7,628 | 加仓 |
| ADT | ADT INC DEL | $8.75万 | 0.07% | 13,315 | -2,759 | -17.2% | -$1.81万 | 减仓 |
| TOL | TOLL BROTHERS INC | $20.06万 | 0.16% | 1,470 | -12 | -0.8% | -$1,638 | 重新持有 |
| KMX | CARMAX INC | $20.16万 | 0.16% | 4,849 | 4,849 | — | $20.16万 | 新建仓 |
| CMG | CHIPOTLE MEXICAN GRILL INC | $20.40万 | 0.16% | 6,374 | -906 | -12.4% | -$2.90万 | 减仓 |
| CINF | CINCINNATI FINL CORP | $20.50万 | 0.16% | 1,303 | 0 | 0.0% | — | 不变 |
| COHR | COHERENT CORP | $20.87万 | 0.16% | 876 | 876 | — | $20.87万 | 新建仓 |
| EVRG | EVERGY INC | $20.93万 | 0.17% | 2,555 | 2,555 | — | $20.93万 | 新建仓 |
| NFLX | NETFLIX INC. | $21.35万 | 0.17% | 2,220 | 0 | 0.0% | — | 不变 |
| BURL | BURLINGTON STORES INC | $21.38万 | 0.17% | 657 | 657 | — | $21.38万 | 新建仓 |
| DVN | DEVON ENERGY CORP NEW | $21.48万 | 0.17% | 4,268 | 4,268 | — | $21.48万 | 新建仓 |
| VTV | VANGUARD INDEX FDS | $21.68万 | 0.17% | 1,105 | 0 | 0.0% | — | 不变 |
| TGT | TARGET CORP | $21.93万 | 0.17% | 1,809 | 1,809 | — | $21.93万 | 新建仓 |
| VZ | VERIZON COMMUNICATIONS INC | $21.98万 | 0.17% | 4,379 | 4,379 | — | $21.98万 | 新建仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $22.17万 | 0.17% | 1,515 | -222 | -12.8% | -$3.25万 | 减仓 |
| SYF | SYNCHRONY FINANCIAL | $22.43万 | 0.18% | 3,297 | 0 | 0.0% | — | 不变 |
| LLY | ELI LILLY & CO | $22.53万 | 0.18% | 245 | 43 | 21.3% | $3.96万 | 加仓 |
| DKNG | DRAFTKINGS INC NEW | $22.54万 | 0.18% | 10,427 | 10,427 | — | $22.54万 | 新建仓 |
| VOO | VANGUARD INDEX FDS | $22.82万 | 0.18% | 382 | 0 | 0.0% | — | 不变 |
| OSK | OSHKOSH CORP | $23.04万 | 0.18% | 1,565 | -1 | -0.1% | -$147 | 重新持有 |
| GOOG | ALPHABET INC | $23.49万 | 0.19% | 819 | 819 | — | $23.49万 | 新建仓 |
| UTHR | UNITED THERAPEUTICS CORP DEL | $23.60万 | 0.19% | 398 | 398 | — | $23.60万 | 新建仓 |
| PG | PROCTER & GAMBLE CO | $23.79万 | 0.19% | 1,647 | 1,647 | — | $23.79万 | 新建仓 |
| APH | AMPHENOL CORP | $23.98万 | 0.19% | 1,898 | 0 | 0.0% | — | 不变 |
| BLK | BLACKROCK INC | $24.14万 | 0.19% | 251 | 0 | 0.0% | — | 不变 |
| IEFA | ISHARES TR | $24.24万 | 0.19% | 2,678 | 0 | 0.0% | — | 不变 |
| INCY | INCYTE CORP | $24.26万 | 0.19% | 2,578 | 0 | 0.0% | — | 不变 |
| ULTA | ULTA BEAUTY INC | $24.31万 | 0.19% | 465 | 0 | 0.0% | — | 不变 |
| MDT | MEDTRONIC PLC | $24.38万 | 0.19% | 2,814 | -1,447 | -34.0% | -$12.54万 | 减仓 |
| GM | GENERAL MTRS CO | $24.51万 | 0.19% | 3,290 | 0 | 0.0% | — | 不变 |
| MO | ALTRIA GROUP INC | $25.17万 | 0.20% | 3,815 | 332 | 9.5% | $2.19万 | 加仓 |
| FCX | FREEPORT MCMORAN INC | $25.20万 | 0.20% | 4,287 | 0 | 0.0% | — | 不变 |
| HLT | HILTON WORLDWIDE HLDGS INC | $25.51万 | 0.20% | 839 | 0 | 0.0% | — | 不变 |
| MCK | MCKESSON CORP | $25.87万 | 0.20% | 299 | 0 | 0.0% | — | 不变 |
| HAL | HALLIBURTON CO | $25.89万 | 0.20% | 6,640 | 6,640 | — | $25.89万 | 新建仓 |
| VMC | VULCAN MATLS CO | $26.82万 | 0.21% | 985 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL ETF TRUST | $27.05万 | 0.21% | 3,803 | 0 | 0.0% | — | 不变 |
| RGLD | ROYAL GOLD INC | $27.18万 | 0.21% | 1,068 | 0 | 0.0% | — | 不变 |
| SNDK | SANDISK CORP | $27.38万 | 0.22% | 431 | 431 | — | $27.38万 | 新建仓 |
| LNG | CHENIERE ENERGY INC | $27.52万 | 0.22% | 970 | -9 | -0.9% | -$2,554 | 重新持有 |
| DELL | DELL TECHNOLOGIES INC | $27.54万 | 0.22% | 1,678 | -399 | -19.2% | -$6.55万 | 减仓 |
| WAB | WABTEC | $27.64万 | 0.22% | 1,106 | 0 | 0.0% | — | 不变 |
| AME | AMETEK INC | $27.70万 | 0.22% | 1,292 | 0 | 0.0% | — | 不变 |
| VRSN | VERISIGN INC | $27.97万 | 0.22% | 1,126 | 0 | 0.0% | — | 不变 |
| FTNT | FORTINET INC | $28.14万 | 0.22% | 3,443 | 0 | 0.0% | — | 不变 |
| ALNY | ALNYLAM PHARMACEUTICALS INC | $28.16万 | 0.22% | 851 | 0 | 0.0% | — | 不变 |
| FIVE | FIVE BELOW INC | $28.19万 | 0.22% | 1,234 | 0 | 0.0% | — | 不变 |
| BIIB | BIOGEN INC | $28.25万 | 0.22% | 1,541 | 0 | 0.0% | — | 不变 |
| META | META PLATFORMS INC | $28.49万 | 0.22% | 498 | -110 | -18.1% | -$6.29万 | 减仓 |
| TSLA | TESLA INC | $28.64万 | 0.23% | 770 | 25 | 3.4% | $9,299 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $28.95万 | 0.23% | 479 | 0 | 0.0% | — | 不变 |
| FHN | FIRST HORIZON CORPORATION | $29.64万 | 0.23% | 13,025 | 0 | 0.0% | — | 不变 |
| CME | CME GROUP INC | $29.68万 | 0.23% | 1,005 | 0 | 0.0% | — | 不变 |
| CFG | CITIZENS FINL GROUP INC | $29.79万 | 0.24% | 4,968 | 0 | 0.0% | — | 不变 |
| UPS | UNITED PARCEL SVCS INC | $30.37万 | 0.24% | 3,087 | 0 | 0.0% | — | 不变 |
| EIX | EDISON INTL | $31.75万 | 0.25% | 4,339 | 533 | 14.0% | $3.90万 | 加仓 |
| CNC | CENTENE CORP DEL | $32.25万 | 0.25% | 9,851 | -1,620 | -14.1% | -$5.30万 | 减仓 |
| BKR | BAKER HUGHES COMPANY | $32.74万 | 0.26% | 5,363 | 0 | 0.0% | — | 不变 |
| ADBE | ADOBE INC | $33.40万 | 0.26% | 1,374 | 1,374 | — | $33.40万 | 新建仓 |
| MSFT | MICROSOFT CORP | $33.43万 | 0.26% | 903 | -342 | -27.5% | -$12.66万 | 减仓 |
| SCHH | SCHWAB STRATEGIC TR | $33.65万 | 0.27% | 15,657 | 2,198 | 16.3% | $4.72万 | 加仓 |
| FDX | FEDEX CORP | $33.94万 | 0.27% | 953 | 0 | 0.0% | — | 不变 |
| WMT | WALMART INC | $34.26万 | 0.27% | 2,756 | 0 | 0.0% | — | 不变 |
| NTRA | NATERA INC | $34.48万 | 0.27% | 1,724 | 0 | 0.0% | — | 不变 |
| ZM | ZOOM COMMUNICATIONS INC | $34.62万 | 0.27% | 4,306 | 0 | 0.0% | — | 不变 |
| DFAE | DIMENSIONAL ETF TRUST | $35.30万 | 0.28% | 10,425 | 0 | 0.0% | — | 不变 |
| EME | EMCOR GROUP INC | $35.51万 | 0.28% | 481 | 0 | 0.0% | — | 不变 |
| XEL | XCEL ENERGY INC | $35.94万 | 0.28% | 4,524 | 0 | 0.0% | — | 不变 |
| PCG | PG&E CORP | $36.00万 | 0.28% | 20,487 | 2,447 | 13.6% | $4.30万 | 重新持有 |
| BKNG | BOOKING HOLDINGS INC | $36.21万 | 0.29% | 86 | 21 | 32.3% | $8.84万 | 加仓 |
| INTC | INTEL CORP | $36.29万 | 0.29% | 8,224 | -1,001 | -10.9% | -$4.42万 | 减仓 |