POINCIANA ADVISORS GROUP, LLC
PALM BEACH GARDENS FL · SEC CIK 0002054543
$1.35亿2026Q2 申报市值
113持仓数
55.7%前十大占比 · 第一大 13.7%
6 / 30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
AVUS 加仓+$1,771.47万
MU 新建仓+$55.41万
DFUS 加仓+$44.42万
VGIT 加仓+$43.51万
GEV 新建仓+$24.79万
2026Q2 卖出最多 按季末市值估算
AVUV 清仓-$1,577.51万
DIMENSIONAL ETF 减仓-$175.94万
DFIV 减仓-$92.26万
BSVO 减仓-$90.46万
TER 减仓-$79.01万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| AVUV | AMERICAN CENTY ETF TR | $0 | 0.00% | 0 | -142,800 | -100.0% | -$1,577.51万 | 清仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $0 | 0.00% | 0 | -11,229 | -100.0% | -$68.10万 | 清仓 |
| AMZN | AMAZON COM INC | $0 | 0.00% | 0 | -3,187 | -100.0% | -$66.38万 | 清仓 |
| T | AT&T INC | $0 | 0.00% | 0 | -12,767 | -100.0% | -$37.01万 | 清仓 |
| BKNG | BOOKING HOLDINGS INC | $0 | 0.00% | 0 | -2,150 | -100.0% | -$36.21万 | 清仓 |
| PCG | PG&E CORP | $0 | 0.00% | 0 | -20,487 | -100.0% | -$36.00万 | 清仓 |
| ADBE | ADOBE INC | $0 | 0.00% | 0 | -1,374 | -100.0% | -$33.40万 | 清仓 |
| EIX | EDISON INTL | $0 | 0.00% | 0 | -4,339 | -100.0% | -$31.75万 | 清仓 |
| UPS | UNITED PARCEL SVCS INC | $0 | 0.00% | 0 | -3,087 | -100.0% | -$30.37万 | 清仓 |
| CME | CME GROUP INC | $0 | 0.00% | 0 | -1,005 | -100.0% | -$29.68万 | 清仓 |
| LMT | LOCKHEED MARTIN CORP | $0 | 0.00% | 0 | -479 | -100.0% | -$28.95万 | 清仓 |
| META | META PLATFORMS INC | $0 | 0.00% | 0 | -498 | -100.0% | -$28.49万 | 清仓 |
| AME | AMETEK INC | $0 | 0.00% | 0 | -1,292 | -100.0% | -$27.70万 | 清仓 |
| VMC | VULCAN MATLS CO | $0 | 0.00% | 0 | -985 | -100.0% | -$26.82万 | 清仓 |
| MCK | MCKESSON CORP | $0 | 0.00% | 0 | -299 | -100.0% | -$25.87万 | 清仓 |
| MDT | MEDTRONIC PLC | $0 | 0.00% | 0 | -2,814 | -100.0% | -$24.38万 | 清仓 |
| ULTA | ULTA BEAUTY INC | $0 | 0.00% | 0 | -465 | -100.0% | -$24.31万 | 清仓 |
| BLK | BLACKROCK INC | $0 | 0.00% | 0 | -251 | -100.0% | -$24.14万 | 清仓 |
| PG | PROCTER & GAMBLE CO | $0 | 0.00% | 0 | -1,647 | -100.0% | -$23.79万 | 清仓 |
| GOOG | ALPHABET INC | $0 | 0.00% | 0 | -819 | -100.0% | -$23.49万 | 清仓 |
| OSK | OSHKOSH CORP | $0 | 0.00% | 0 | -1,565 | -100.0% | -$23.04万 | 清仓 |
| DKNG | DRAFTKINGS INC NEW | $0 | 0.00% | 0 | -10,427 | -100.0% | -$22.54万 | 清仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $0 | 0.00% | 0 | -1,515 | -100.0% | -$22.17万 | 清仓 |
| VZ | VERIZON COMMUNICATIONS INC | $0 | 0.00% | 0 | -4,379 | -100.0% | -$21.98万 | 清仓 |
| DVN | DEVON ENERGY CORP NEW | $0 | 0.00% | 0 | -4,268 | -100.0% | -$21.48万 | 清仓 |
| BURL | BURLINGTON STORES INC | $0 | 0.00% | 0 | -657 | -100.0% | -$21.38万 | 清仓 |
| NFLX | NETFLIX INC. | $0 | 0.00% | 0 | -2,220 | -100.0% | -$21.35万 | 清仓 |
| CMG | CHIPOTLE MEXICAN GRILL INC | $0 | 0.00% | 0 | -6,374 | -100.0% | -$20.40万 | 清仓 |
| ADT | ADT INC DEL | $0 | 0.00% | 0 | -13,315 | -100.0% | -$8.75万 | 清仓 |
| NWL | NEWELL BRANDS INC | $0 | 0.00% | 0 | -18,442 | -100.0% | -$6.33万 | 清仓 |
| — | PRAIRIE OPER CO | $7,509 | 0.01% | 10,408 | 10,408 | — | $7,509 | 新建仓 |
| — | ALIGHT INC | $1.04万 | 0.01% | 18,643 | -18,302 | -49.5% | -$1.02万 | 减仓 |
| WOOF | PETCO HEALTH & WELLNESS CO I | $5.49万 | 0.04% | 20,199 | 0 | 0.0% | — | 不变 |
| KMX | CARMAX INC | $20.97万 | 0.16% | 3,965 | -884 | -18.2% | -$4.68万 | 减仓 |
| SPYI | NEOS ETF TRUST | $21.31万 | 0.16% | 4,013 | -500 | -11.1% | -$2.65万 | 重新持有 |
| RGLD | ROYAL GOLD INC | $21.32万 | 0.16% | 1,068 | 0 | 0.0% | — | 不变 |
| AGX | ARGAN INC | $21.32万 | 0.16% | 267 | 267 | — | $21.32万 | 新建仓 |
| UTHR | UNITED THERAPEUTICS CORP DEL | $21.56万 | 0.16% | 398 | 0 | 0.0% | — | 不变 |
| EXPE | EXPEDIA GROUP INC | $21.65万 | 0.16% | 846 | -293 | -25.7% | -$7.50万 | 重新持有 |
| CCL | CARNIVAL CORP LTD | $21.78万 | 0.16% | 7,624 | 7,624 | — | $21.78万 | 新建仓 |
| SNOW | SNOWFLAKE INC | $21.94万 | 0.16% | 862 | -313 | -26.6% | -$7.97万 | 重新持有 |
| EVRG | EVERGY INC | $22.08万 | 0.16% | 2,555 | 0 | 0.0% | — | 不变 |
| FIVE | FIVE BELOW INC | $22.19万 | 0.16% | 1,234 | 0 | 0.0% | — | 不变 |
| HAL | HALLIBURTON CO | $22.54万 | 0.17% | 6,640 | 0 | 0.0% | — | 不变 |
| LNG | CHENIERE ENERGY INC | $23.18万 | 0.17% | 970 | 0 | 0.0% | — | 不变 |
| GL | GLOBE LIFE INC | $23.55万 | 0.17% | 1,318 | 1,318 | — | $23.55万 | 新建仓 |
| TGT | TARGET CORP | $23.63万 | 0.18% | 1,809 | 0 | 0.0% | — | 不变 |
| VTV | VANGUARD INDEX FDS | $24.08万 | 0.18% | 1,105 | 0 | 0.0% | — | 不变 |
| EXEL | EXELIXIS INC | $24.11万 | 0.18% | 4,431 | -723 | -14.0% | -$3.93万 | 重新持有 |
| CINF | CINCINNATI FINL CORP | $24.12万 | 0.18% | 1,303 | 0 | 0.0% | — | 不变 |
| TOL | TOLL BROTHERS INC | $24.22万 | 0.18% | 1,470 | 0 | 0.0% | — | 不变 |
| LLY | ELI LILLY & CO | $24.23万 | 0.18% | 202 | -43 | -17.6% | -$5.16万 | 减仓 |
| TWLO | TWILIO INC | $24.55万 | 0.18% | 1,190 | -286 | -19.4% | -$5.90万 | 重新持有 |
| GEV | GE VERNOVA INC | $24.79万 | 0.18% | 211 | 211 | — | $24.79万 | 新建仓 |
| SYF | SYNCHRONY FINANCIAL | $25.07万 | 0.19% | 3,297 | 0 | 0.0% | — | 不变 |
| GM | GENERAL MTRS CO | $25.36万 | 0.19% | 3,290 | 0 | 0.0% | — | 不变 |
| ZM | ZOOM COMMUNICATIONS INC | $25.58万 | 0.19% | 2,964 | -1,342 | -31.2% | -$11.58万 | 减仓 |
| ALNY | ALNYLAM PHARMACEUTICALS INC | $25.62万 | 0.19% | 851 | 0 | 0.0% | — | 不变 |
| IEFA | ISHARES TR | $25.86万 | 0.19% | 2,678 | 0 | 0.0% | — | 不变 |
| VOO | VANGUARD INDEX FDS | $26.22万 | 0.19% | 382 | 0 | 0.0% | — | 不变 |
| CVS | CVS HEALTH CORP | $26.31万 | 0.20% | 2,543 | 0 | 0.0% | — | 重新持有 |
| FCX | FREEPORT MCMORAN INC | $26.96万 | 0.20% | 4,287 | 0 | 0.0% | — | 不变 |
| MO | ALTRIA GROUP INC | $27.45万 | 0.20% | 3,815 | 0 | 0.0% | — | 不变 |
| HOOD | ROBINHOOD MKTS INC | $27.72万 | 0.21% | 2,764 | 0 | 0.0% | — | 重新持有 |
| HLT | HILTON WORLDWIDE HLDGS INC | $27.73万 | 0.21% | 839 | 0 | 0.0% | — | 不变 |
| VRSN | VERISIGN INC | $28.33万 | 0.21% | 1,126 | 0 | 0.0% | — | 不变 |
| INCY | INCYTE CORP | $29.22万 | 0.22% | 2,578 | 0 | 0.0% | — | 不变 |
| MSFT | MICROSOFT CORP | $29.32万 | 0.22% | 786 | -117 | -13.0% | -$4.36万 | 减仓 |
| WMT | WALMART INC | $29.49万 | 0.22% | 2,603 | -153 | -5.6% | -$1.73万 | 减仓 |
| BKR | BAKER HUGHES COMPANY | $29.76万 | 0.22% | 5,363 | 0 | 0.0% | — | 不变 |
| WAB | WABTEC | $29.82万 | 0.22% | 1,106 | 0 | 0.0% | — | 不变 |
| FDX | FEDEX CORP | $29.84万 | 0.22% | 953 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA INC | $30.62万 | 0.23% | 728 | -42 | -5.5% | -$1.77万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $31.31万 | 0.23% | 3,803 | 0 | 0.0% | — | 不变 |
| SNDK | SANDISK CORP | $32.51万 | 0.24% | 143 | -288 | -66.8% | -$65.48万 | 减仓 |
| BIIB | BIOGEN INC | $33.29万 | 0.25% | 1,541 | 0 | 0.0% | — | 不变 |
| FHN | FIRST HORIZON CORPORATION | $33.40万 | 0.25% | 13,025 | 0 | 0.0% | — | 不变 |
| APH | AMPHENOL CORP | $33.47万 | 0.25% | 1,898 | 0 | 0.0% | — | 不变 |
| COHR | COHERENT CORP | $34.56万 | 0.26% | 876 | 0 | 0.0% | — | 不变 |
| CFG | CITIZENS FINL GROUP INC | $34.81万 | 0.26% | 4,968 | 0 | 0.0% | — | 不变 |
| FTI | TECHNIPFMC PLC | $34.95万 | 0.26% | 5,271 | 0 | 0.0% | — | 不变 |
| XEL | XCEL ENERGY INC | $36.33万 | 0.27% | 4,524 | 0 | 0.0% | — | 不变 |
| AXS | AXIS CAP HLDGS LTD | $39.30万 | 0.29% | 3,658 | 0 | 0.0% | — | 不变 |
| EME | EMCOR GROUP INC | $39.92万 | 0.30% | 481 | 0 | 0.0% | — | 不变 |
| BIV | VANGUARD BD INDEX FDS | $40.00万 | 0.30% | 5,216 | 57 | 1.1% | $4,372 | 加仓 |
| GILD | GILEAD SCIENCES INC | $40.38万 | 0.30% | 3,196 | 0 | 0.0% | — | 不变 |
| DFAE | DIMENSIONAL ETF TRUST | $40.93万 | 0.30% | 10,180 | -245 | -2.4% | -$9,851 | 减仓 |
| SCHH | SCHWAB STRATEGIC TR | $41.45万 | 0.31% | 17,503 | 1,846 | 11.8% | $4.37万 | 加仓 |
| MMM | 3M CO | $43.59万 | 0.32% | 2,692 | 0 | 0.0% | — | 不变 |
| CNC | CENTENE CORP DEL | $44.61万 | 0.33% | 6,949 | -2,902 | -29.5% | -$18.63万 | 减仓 |
| NTRA | NATERA INC | $46.80万 | 0.35% | 1,724 | 0 | 0.0% | — | 不变 |
| VRT | VERTIV HOLDINGS CO | $48.78万 | 0.36% | 1,457 | -166 | -10.2% | -$5.56万 | 减仓 |
| ILMN | ILLUMINA INC | $49.36万 | 0.37% | 2,807 | -508 | -15.3% | -$8.93万 | 减仓 |
| ANET | ARISTA NETWORKS INC | $49.86万 | 0.37% | 2,935 | -417 | -12.4% | -$7.08万 | 减仓 |
| TPR | TAPESTRY INC | $50.38万 | 0.37% | 3,442 | 0 | 0.0% | — | 不变 |
| CMI | CUMMINS INC | $50.57万 | 0.38% | 709 | 0 | 0.0% | — | 不变 |
| DELL | DELL TECHNOLOGIES INC | $50.91万 | 0.38% | 1,180 | -498 | -29.7% | -$21.49万 | 减仓 |
| CIEN | CIENA CORP | $51.66万 | 0.38% | 1,053 | -976 | -48.1% | -$47.88万 | 减仓 |
| BAC | BANK OF AMER CORP | $51.78万 | 0.38% | 9,088 | 0 | 0.0% | — | 不变 |
| FTNT | FORTINET INC | $52.89万 | 0.39% | 3,443 | 0 | 0.0% | — | 不变 |