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 |
|---|---|---|---|---|---|---|---|---|
| FIVE | FIVE BELOW INC | $22.19万 | 0.16% | 1,234 | 0 | 0.0% | — | 不变 |
| EVRG | EVERGY INC | $22.08万 | 0.16% | 2,555 | 0 | 0.0% | — | 不变 |
| SNOW | SNOWFLAKE INC | $21.94万 | 0.16% | 862 | -313 | -26.6% | -$7.97万 | 重新持有 |
| CCL | CARNIVAL CORP LTD | $21.78万 | 0.16% | 7,624 | 7,624 | — | $21.78万 | 新建仓 |
| EXPE | EXPEDIA GROUP INC | $21.65万 | 0.16% | 846 | -293 | -25.7% | -$7.50万 | 重新持有 |
| UTHR | UNITED THERAPEUTICS CORP DEL | $21.56万 | 0.16% | 398 | 0 | 0.0% | — | 不变 |
| AGX | ARGAN INC | $21.32万 | 0.16% | 267 | 267 | — | $21.32万 | 新建仓 |
| RGLD | ROYAL GOLD INC | $21.32万 | 0.16% | 1,068 | 0 | 0.0% | — | 不变 |
| SPYI | NEOS ETF TRUST | $21.31万 | 0.16% | 4,013 | -500 | -11.1% | -$2.65万 | 重新持有 |
| KMX | CARMAX INC | $20.97万 | 0.16% | 3,965 | -884 | -18.2% | -$4.68万 | 减仓 |
| WOOF | PETCO HEALTH & WELLNESS CO I | $5.49万 | 0.04% | 20,199 | 0 | 0.0% | — | 不变 |
| — | ALIGHT INC | $1.04万 | 0.01% | 18,643 | -18,302 | -49.5% | -$1.02万 | 减仓 |
| — | PRAIRIE OPER CO | $7,509 | 0.01% | 10,408 | 10,408 | — | $7,509 | 新建仓 |
| 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 |