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 |
|---|---|---|---|---|---|---|---|---|
| AVUV | AMERICAN CENTY ETF TR | $1,577.51万 | 12.45% | 142,800 | 1,161 | 0.8% | $12.83万 | 加仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $885.62万 | 6.99% | 148,719 | 6,619 | 4.7% | $39.42万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $880.75万 | 6.95% | 226,646 | 2,400 | 1.1% | $9.33万 | 加仓 |
| AVDV | AMERICAN CENTY ETF TR | $858.96万 | 6.78% | 86,016 | -934 | -1.1% | -$9.33万 | 减仓 |
| BSVO | EA SERIES TRUST | $622.24万 | 4.91% | 245,266 | -2,121 | -0.9% | -$5.38万 | 减仓 |
| VTIP | VANGUARD MALVERN FDS | $508.75万 | 4.02% | 101,851 | 2,745 | 2.8% | $13.71万 | 加仓 |
| DFIV | DIMENSIONAL ETF TRUST | $471.99万 | 3.73% | 89,425 | -3,499 | -3.8% | -$18.47万 | 减仓 |
| AVEM | AMERICAN CENTY ETF TR | $400.50万 | 3.16% | 49,702 | -231 | -0.5% | -$1.86万 | 减仓 |
| DFUS | DIMENSIONAL ETF TRUST | $277.75万 | 2.19% | 39,169 | -548 | -1.4% | -$3.89万 | 减仓 |
| DFAI | DIMENSIONAL ETF TRUST | $277.17万 | 2.19% | 71,142 | 1,805 | 2.6% | $7.03万 | 加仓 |
| DFUV | DIMENSIONAL ETF TRUST | $276.41万 | 2.18% | 57,039 | 842 | 1.5% | $4.08万 | 加仓 |
| DFGR | DIMENSIONAL ETF TRUST | $205.87万 | 1.62% | 77,454 | 3,009 | 4.0% | $8.00万 | 加仓 |
| EEM | ISHARES TR | $202.13万 | 1.60% | 35,592 | -8,194 | -18.7% | -$46.53万 | 减仓 |
| DFAX | DIMENSIONAL ETF TRUST | $202.10万 | 1.60% | 59,494 | -6,862 | -10.3% | -$23.31万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $188.50万 | 1.49% | 7,712 | -330 | -4.1% | -$8.07万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $173.21万 | 1.37% | 27,735 | 0 | 0.0% | — | 不变 |
| NVDA | NVIDIA CORPORATION | $160.63万 | 1.27% | 9,210 | -70 | -0.8% | -$1.22万 | 减仓 |
| DFEM | DIMENSIONAL ETF TRUST | $146.55万 | 1.16% | 42,418 | 331 | 0.8% | $1.14万 | 加仓 |
| AVDE | AMERICAN CENTY ETF TR | $141.25万 | 1.11% | 16,648 | -1,842 | -10.0% | -$15.63万 | 减仓 |
| DFSD | DIMENSIONAL ETF TRUST | $124.51万 | 0.98% | 26,004 | 3,110 | 13.6% | $14.89万 | 加仓 |
| IVV | ISHARES TR | $112.95万 | 0.89% | 1,729 | 0 | 0.0% | — | 不变 |
| SPY | STATE STR SPDR S&P 500 ETF T | $110.36万 | 0.87% | 1,697 | 0 | 0.0% | — | 不变 |
| VTI | VANGUARD INDEX FDS | $101.83万 | 0.80% | 3,174 | -58 | -1.8% | -$1.86万 | 减仓 |
| TER | TERADYNE INC | $89.38万 | 0.71% | 3,015 | -119 | -3.8% | -$3.53万 | 减仓 |
| VNQI | VANGUARD INTL EQUITY INDEX F | $86.70万 | 0.68% | 19,505 | 0 | 0.0% | — | 不变 |
| DISV | DIMENSIONAL ETF TRUST | $81.17万 | 0.64% | 20,580 | 0 | 0.0% | — | 不变 |
| CIEN | CIENA CORP | $78.77万 | 0.62% | 2,029 | -1,193 | -37.0% | -$46.32万 | 减仓 |
| ITOT | ISHARES TR | $72.38万 | 0.57% | 5,082 | -42 | -0.8% | -$5,982 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $71.35万 | 0.56% | 19,411 | 0 | 0.0% | — | 不变 |
| AVUS | AMERICAN CENTY ETF TR | $69.20万 | 0.55% | 6,225 | 3 | 0.0% | $334 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $68.10万 | 0.54% | 11,229 | 0 | 0.0% | — | 不变 |
| DIHP | DIMENSIONAL ETF TRUST | $66.90万 | 0.53% | 20,765 | -24 | -0.1% | -$773 | 减仓 |
| AVRE | AMERICAN CENTY ETF TR | $66.66万 | 0.53% | 15,144 | 831 | 5.8% | $3.66万 | 加仓 |
| AMZN | AMAZON COM INC | $66.38万 | 0.52% | 3,187 | 508 | 19.0% | $10.58万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $62.11万 | 0.49% | 2,907 | 0 | 0.0% | — | 不变 |
| GE | GE AEROSPACE | $60.07万 | 0.47% | 2,117 | 0 | 0.0% | — | 不变 |
| IWV | ISHARES TR | $58.83万 | 0.46% | 1,587 | 0 | 0.0% | — | 不变 |
| AAPL | APPLE INC | $54.49万 | 0.43% | 2,147 | -25 | -1.2% | -$6,345 | 减仓 |
| RL | RALPH LAUREN CORP | $51.60万 | 0.41% | 1,500 | 0 | 0.0% | — | 不变 |
| AVGO | BROADCOM INC | $50.91万 | 0.40% | 1,645 | 0 | 0.0% | — | 不变 |
| HWM | HOWMET AEROSPACE INC | $49.13万 | 0.39% | 2,132 | 0 | 0.0% | — | 不变 |
| TPR | TAPESTRY INC | $48.57万 | 0.38% | 3,442 | 0 | 0.0% | — | 不变 |
| DINO | HF SINCLAIR CORP | $47.78万 | 0.38% | 7,658 | -851 | -10.0% | -$5.31万 | 减仓 |
| DAL | DELTA AIR LINES INC | $47.60万 | 0.38% | 7,160 | 0 | 0.0% | — | 不变 |
| GILD | GILEAD SCIENCES INC | $44.54万 | 0.35% | 3,196 | 0 | 0.0% | — | 不变 |
| BAC | BANK AMERICA CORP | $44.30万 | 0.35% | 9,088 | 0 | 0.0% | — | 不变 |
| MTZ | MASTEC INC | $42.79万 | 0.34% | 1,330 | 0 | 0.0% | — | 不变 |
| ANET | ARISTA NETWORKS INC | $41.16万 | 0.32% | 3,352 | 0 | 0.0% | — | 不变 |
| ILMN | ILLUMINA INC | $40.86万 | 0.32% | 3,315 | 0 | 0.0% | — | 不变 |
| VRT | VERTIV HOLDINGS CO | $40.67万 | 0.32% | 1,623 | 0 | 0.0% | — | 不变 |
| BIV | VANGUARD BD INDEX FDS | $39.82万 | 0.31% | 5,159 | 34 | 0.7% | $2,624 | 加仓 |
| MMM | 3M CO | $39.10万 | 0.31% | 2,692 | 0 | 0.0% | — | 不变 |
| FIX | COMFORT SYS USA INC | $38.89万 | 0.31% | 282 | 0 | 0.0% | — | 不变 |
| CMI | CUMMINS INC | $38.15万 | 0.30% | 709 | 0 | 0.0% | — | 不变 |
| AXS | AXIS CAP HLDGS LTD | $37.10万 | 0.29% | 3,658 | 0 | 0.0% | — | 不变 |
| T | AT&T INC | $37.01万 | 0.29% | 12,767 | 0 | 0.0% | — | 不变 |
| FTI | TECHNIPFMC PLC | $36.44万 | 0.29% | 5,271 | 0 | 0.0% | — | 不变 |
| INTC | INTEL CORP | $36.29万 | 0.29% | 8,224 | -1,001 | -10.9% | -$4.42万 | 减仓 |
| BKNG | BOOKING HOLDINGS INC | $36.21万 | 0.29% | 86 | 21 | 32.3% | $8.84万 | 加仓 |
| PCG | PG&E CORP | $36.00万 | 0.28% | 20,487 | 2,447 | 13.6% | $4.30万 | 重新持有 |
| XEL | XCEL ENERGY INC | $35.94万 | 0.28% | 4,524 | 0 | 0.0% | — | 不变 |
| EME | EMCOR GROUP INC | $35.51万 | 0.28% | 481 | 0 | 0.0% | — | 不变 |
| DFAE | DIMENSIONAL ETF TRUST | $35.30万 | 0.28% | 10,425 | 0 | 0.0% | — | 不变 |
| ZM | ZOOM COMMUNICATIONS INC | $34.62万 | 0.27% | 4,306 | 0 | 0.0% | — | 不变 |
| NTRA | NATERA INC | $34.48万 | 0.27% | 1,724 | 0 | 0.0% | — | 不变 |
| WMT | WALMART INC | $34.26万 | 0.27% | 2,756 | 0 | 0.0% | — | 不变 |
| FDX | FEDEX CORP | $33.94万 | 0.27% | 953 | 0 | 0.0% | — | 不变 |
| SCHH | SCHWAB STRATEGIC TR | $33.65万 | 0.27% | 15,657 | 2,198 | 16.3% | $4.72万 | 加仓 |
| MSFT | MICROSOFT CORP | $33.43万 | 0.26% | 903 | -342 | -27.5% | -$12.66万 | 减仓 |
| ADBE | ADOBE INC | $33.40万 | 0.26% | 1,374 | 1,374 | — | $33.40万 | 新建仓 |
| BKR | BAKER HUGHES COMPANY | $32.74万 | 0.26% | 5,363 | 0 | 0.0% | — | 不变 |
| CNC | CENTENE CORP DEL | $32.25万 | 0.25% | 9,851 | -1,620 | -14.1% | -$5.30万 | 减仓 |
| EIX | EDISON INTL | $31.75万 | 0.25% | 4,339 | 533 | 14.0% | $3.90万 | 加仓 |
| UPS | UNITED PARCEL SVCS INC | $30.37万 | 0.24% | 3,087 | 0 | 0.0% | — | 不变 |
| CFG | CITIZENS FINL GROUP INC | $29.79万 | 0.24% | 4,968 | 0 | 0.0% | — | 不变 |
| CME | CME GROUP INC | $29.68万 | 0.23% | 1,005 | 0 | 0.0% | — | 不变 |
| FHN | FIRST HORIZON CORPORATION | $29.64万 | 0.23% | 13,025 | 0 | 0.0% | — | 不变 |
| LMT | LOCKHEED MARTIN CORP | $28.95万 | 0.23% | 479 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA INC | $28.64万 | 0.23% | 770 | 25 | 3.4% | $9,299 | 加仓 |
| META | META PLATFORMS INC | $28.49万 | 0.22% | 498 | -110 | -18.1% | -$6.29万 | 减仓 |
| BIIB | BIOGEN INC | $28.25万 | 0.22% | 1,541 | 0 | 0.0% | — | 不变 |
| FIVE | FIVE BELOW INC | $28.19万 | 0.22% | 1,234 | 0 | 0.0% | — | 不变 |
| ALNY | ALNYLAM PHARMACEUTICALS INC | $28.16万 | 0.22% | 851 | 0 | 0.0% | — | 不变 |
| FTNT | FORTINET INC | $28.14万 | 0.22% | 3,443 | 0 | 0.0% | — | 不变 |
| VRSN | VERISIGN INC | $27.97万 | 0.22% | 1,126 | 0 | 0.0% | — | 不变 |
| AME | AMETEK INC | $27.70万 | 0.22% | 1,292 | 0 | 0.0% | — | 不变 |
| WAB | WABTEC | $27.64万 | 0.22% | 1,106 | 0 | 0.0% | — | 不变 |
| DELL | DELL TECHNOLOGIES INC | $27.54万 | 0.22% | 1,678 | -399 | -19.2% | -$6.55万 | 减仓 |
| LNG | CHENIERE ENERGY INC | $27.52万 | 0.22% | 970 | -9 | -0.9% | -$2,554 | 重新持有 |
| SNDK | SANDISK CORP | $27.38万 | 0.22% | 431 | 431 | — | $27.38万 | 新建仓 |
| RGLD | ROYAL GOLD INC | $27.18万 | 0.21% | 1,068 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL ETF TRUST | $27.05万 | 0.21% | 3,803 | 0 | 0.0% | — | 不变 |
| VMC | VULCAN MATLS CO | $26.82万 | 0.21% | 985 | 0 | 0.0% | — | 不变 |
| HAL | HALLIBURTON CO | $25.89万 | 0.20% | 6,640 | 6,640 | — | $25.89万 | 新建仓 |
| MCK | MCKESSON CORP | $25.87万 | 0.20% | 299 | 0 | 0.0% | — | 不变 |
| HLT | HILTON WORLDWIDE HLDGS INC | $25.51万 | 0.20% | 839 | 0 | 0.0% | — | 不变 |
| FCX | FREEPORT MCMORAN INC | $25.20万 | 0.20% | 4,287 | 0 | 0.0% | — | 不变 |
| MO | ALTRIA GROUP INC | $25.17万 | 0.20% | 3,815 | 332 | 9.5% | $2.19万 | 加仓 |
| GM | GENERAL MTRS CO | $24.51万 | 0.19% | 3,290 | 0 | 0.0% | — | 不变 |
| MDT | MEDTRONIC PLC | $24.38万 | 0.19% | 2,814 | -1,447 | -34.0% | -$12.54万 | 减仓 |