13F 机构持仓

POINCIANA ADVISORS GROUP, LLC

PALM BEACH GARDENS FL · SEC CIK 0002054543

2026Q22026Q1 更早 9 个季度 🔒
$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
申报市值走势$1.35亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

AVUV 12.4%
VGIT 7.0%
DIMENSIONAL ET 7.0%
AVDV 6.8%
BSVO 4.9%
VTIP 4.0%
DFIV 3.7%
AVEM 3.2%
DFUS 2.2%
DFAI 2.2%

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 $00.00%0 -52,325-100.0% -$137.67万 清仓
TEAM ATLASSIAN CORPORATION $00.00%0 -2,961-100.0% -$48.01万 清仓
RBLX ROBLOX CORP $00.00%0 -4,418-100.0% -$35.80万 清仓
EXPE EXPEDIA GROUP INC $00.00%0 —— — 申报中断
HOOD ROBINHOOD MKTS INC $00.00%0 —— — 申报中断
NOW SERVICENOW INC $00.00%0 -1,965-100.0% -$30.10万 清仓
LYFT LYFT INC $00.00%0 -14,607-100.0% -$28.29万 清仓
SNOW SNOWFLAKE INC $00.00%0 —— — 申报中断
PYPL PAYPAL HLDGS INC $00.00%0 -4,406-100.0% -$25.72万 清仓
ACN ACCENTURE PLC IRELAND $00.00%0 -937-100.0% -$25.14万 清仓
MTCH MATCH GROUP INC NEW $00.00%0 -7,647-100.0% -$24.69万 清仓
AMT AMERICAN TOWER CORP NEW $00.00%0 -1,372-100.0% -$24.10万 清仓
SPYI NEOS ETF TRUST $00.00%0 —— — 申报中断
CCL CARNIVAL CORP $00.00%0 -7,624-100.0% -$23.28万 清仓
VEEV VEEVA SYS INC $00.00%0 -1,039-100.0% -$23.19万 清仓
EXEL EXELIXIS INC $00.00%0 —— — 申报中断
TRMB TRIMBLE INC $00.00%0 -2,808-100.0% -$22.00万 清仓
MKTX MARKETAXESS HLDGS INC $00.00%0 -1,206-100.0% -$21.86万 清仓
GWRE GUIDEWIRE SOFTWARE INC $00.00%0 -1,077-100.0% -$21.65万 清仓
ZS ZSCALER INC $00.00%0 -962-100.0% -$21.64万 清仓
UBER UBER TECHNOLOGIES INC $00.00%0 -2,632-100.0% -$21.51万 清仓
OLLI OLLIES BARGAIN OUTLET HLDGS $00.00%0 -1,947-100.0% -$21.34万 清仓
TWLO TWILIO INC $00.00%0 —— — 申报中断
LVS LAS VEGAS SANDS CORP $00.00%0 -3,211-100.0% -$20.90万 清仓
CVS CVS HEALTH CORP $00.00%0 —— — 申报中断
HBAN HUNTINGTON BANCSHARES INC $00.00%0 -11,404-100.0% -$19.79万 清仓
— AGILON HEALTH INC $00.00%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 00.0% — 不变
NWL NEWELL BRANDS INC $6.33万0.05%18,442 2,22413.7% $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 00.0% — 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 00.0% — 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 00.0% — 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 00.0% — 不变
LLY ELI LILLY & CO $22.53万0.18%245 4321.3% $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 00.0% — 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 00.0% — 不变
BLK BLACKROCK INC $24.14万0.19%251 00.0% — 不变
IEFA ISHARES TR $24.24万0.19%2,678 00.0% — 不变
INCY INCYTE CORP $24.26万0.19%2,578 00.0% — 不变
ULTA ULTA BEAUTY INC $24.31万0.19%465 00.0% — 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 00.0% — 不变
MO ALTRIA GROUP INC $25.17万0.20%3,815 3329.5% $2.19万 加仓
FCX FREEPORT MCMORAN INC $25.20万0.20%4,287 00.0% — 不变
HLT HILTON WORLDWIDE HLDGS INC $25.51万0.20%839 00.0% — 不变
MCK MCKESSON CORP $25.87万0.20%299 00.0% — 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 00.0% — 不变
— DIMENSIONAL ETF TRUST $27.05万0.21%3,803 00.0% — 不变
RGLD ROYAL GOLD INC $27.18万0.21%1,068 00.0% — 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 00.0% — 不变
AME AMETEK INC $27.70万0.22%1,292 00.0% — 不变
VRSN VERISIGN INC $27.97万0.22%1,126 00.0% — 不变
FTNT FORTINET INC $28.14万0.22%3,443 00.0% — 不变
ALNY ALNYLAM PHARMACEUTICALS INC $28.16万0.22%851 00.0% — 不变
FIVE FIVE BELOW INC $28.19万0.22%1,234 00.0% — 不变
BIIB BIOGEN INC $28.25万0.22%1,541 00.0% — 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%770 253.4% $9,299 加仓
LMT LOCKHEED MARTIN CORP $28.95万0.23%479 00.0% — 不变
FHN FIRST HORIZON CORPORATION $29.64万0.23%13,025 00.0% — 不变
CME CME GROUP INC $29.68万0.23%1,005 00.0% — 不变
CFG CITIZENS FINL GROUP INC $29.79万0.24%4,968 00.0% — 不变
UPS UNITED PARCEL SVCS INC $30.37万0.24%3,087 00.0% — 不变
EIX EDISON INTL $31.75万0.25%4,339 53314.0% $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 00.0% — 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 2,19816.3% $4.72万 加仓
FDX FEDEX CORP $33.94万0.27%953 00.0% — 不变
WMT WALMART INC $34.26万0.27%2,756 00.0% — 不变
NTRA NATERA INC $34.48万0.27%1,724 00.0% — 不变
ZM ZOOM COMMUNICATIONS INC $34.62万0.27%4,306 00.0% — 不变
DFAE DIMENSIONAL ETF TRUST $35.30万0.28%10,425 00.0% — 不变
EME EMCOR GROUP INC $35.51万0.28%481 00.0% — 不变
XEL XCEL ENERGY INC $35.94万0.28%4,524 00.0% — 不变
PCG PG&E CORP $36.00万0.28%20,487 2,44713.6% $4.30万 重新持有
BKNG BOOKING HOLDINGS INC $36.21万0.29%86 2132.3% $8.84万 加仓
INTC INTEL CORP $36.29万0.29%8,224 -1,001-10.9% -$4.42万 减仓