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 |
|---|---|---|---|---|---|---|---|---|
| AVUS | AMERICAN CENTY ETF TR | $1,851.02万 | 13.74% | 144,854 | 138,629 | 2,227.0% | $1,771.47万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $977.82万 | 7.26% | 192,085 | -34,561 | -15.2% | -$175.94万 | 减仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $920.66万 | 6.83% | 156,096 | 7,377 | 5.0% | $43.51万 | 加仓 |
| AVDV | AMERICAN CENTY ETF TR | $905.62万 | 6.72% | 82,511 | -3,505 | -4.1% | -$38.47万 | 减仓 |
| BSVO | EA SERIES TRUST | $724.56万 | 5.38% | 218,043 | -27,223 | -11.1% | -$90.46万 | 减仓 |
| VTIP | VANGUARD MALVERN FDS | $519.39万 | 3.85% | 103,402 | 1,551 | 1.5% | $7.79万 | 加仓 |
| AVEM | AMERICAN CENTY ETF TR | $478.07万 | 3.55% | 45,405 | -4,297 | -8.6% | -$45.24万 | 减仓 |
| DFIV | DIMENSIONAL ETF TRUST | $457.76万 | 3.40% | 74,425 | -15,000 | -16.8% | -$92.26万 | 减仓 |
| DFUS | DIMENSIONAL ETF TRUST | $365.37万 | 2.71% | 44,590 | 5,421 | 13.8% | $44.42万 | 加仓 |
| DFAI | DIMENSIONAL ETF TRUST | $310.29万 | 2.30% | 69,909 | -1,233 | -1.7% | -$5.47万 | 减仓 |
| DFUV | DIMENSIONAL ETF TRUST | $291.56万 | 2.16% | 48,038 | -9,001 | -15.8% | -$54.63万 | 减仓 |
| EEM | ISHARES TR | $242.19万 | 1.80% | 34,742 | -850 | -2.4% | -$5.93万 | 减仓 |
| DFGR | DIMENSIONAL ETF TRUST | $221.28万 | 1.64% | 76,384 | -1,070 | -1.4% | -$3.10万 | 减仓 |
| DFAX | DIMENSIONAL ETF TRUST | $215.47万 | 1.60% | 46,397 | -13,097 | -22.0% | -$60.82万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $195.85万 | 1.45% | 7,712 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL ETF TRUST | $192.88万 | 1.43% | 27,593 | -142 | -0.5% | -$9,926 | 减仓 |
| NVDA | NVIDIA CORPORATION | $184.29万 | 1.37% | 9,210 | 0 | 0.0% | — | 不变 |
| DFEM | DIMENSIONAL ETF TRUST | $172.11万 | 1.28% | 42,349 | -69 | -0.2% | -$2,804 | 减仓 |
| AVDE | AMERICAN CENTY ETF TR | $148.59万 | 1.10% | 16,659 | 11 | 0.1% | $981 | 加仓 |
| DFSD | DIMENSIONAL ETF TRUST | $148.26万 | 1.10% | 31,048 | 5,044 | 19.4% | $24.09万 | 加仓 |
| IVV | ISHARES TR | $129.49万 | 0.96% | 1,642 | -87 | -5.0% | -$6.86万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $126.72万 | 0.94% | 1,697 | 0 | 0.0% | — | 不变 |
| LRCX | LAM RESEARCH CORP | $125.97万 | 0.93% | 2,907 | 0 | 0.0% | — | 不变 |
| VTI | VANGUARD INDEX FDS | $117.45万 | 0.87% | 3,174 | 0 | 0.0% | — | 不变 |
| VNQI | VANGUARD INTL EQUITY INDEX F | $87.48万 | 0.65% | 15,648 | -3,857 | -19.8% | -$21.56万 | 减仓 |
| DIHP | DIMENSIONAL ETF TRUST | $84.39万 | 0.63% | 24,729 | 3,964 | 19.1% | $13.53万 | 加仓 |
| DISV | DIMENSIONAL ETF TRUST | $82.59万 | 0.61% | 20,580 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL ETF TRUST | $82.45万 | 0.61% | 19,757 | 346 | 1.8% | $1.44万 | 加仓 |
| ITOT | ISHARES TR | $80.55万 | 0.60% | 4,903 | -179 | -3.5% | -$2.94万 | 减仓 |
| INTC | INTEL CORP | $79.68万 | 0.59% | 5,706 | -2,518 | -30.6% | -$35.16万 | 减仓 |
| GE | GE AEROSPACE | $79.12万 | 0.59% | 2,117 | 0 | 0.0% | — | 不变 |
| AVRE | AMERICAN CENTY ETF TR | $71.75万 | 0.53% | 15,144 | 0 | 0.0% | — | 不变 |
| IWV | ISHARES TR | $67.67万 | 0.50% | 1,587 | 0 | 0.0% | — | 不变 |
| DAL | DELTA AIR LINES INC | $67.06万 | 0.50% | 7,160 | 0 | 0.0% | — | 不变 |
| TER | TERADYNE INC | $66.87万 | 0.50% | 1,382 | -1,633 | -54.2% | -$79.01万 | 减仓 |
| AVGO | BROADCOM INC | $62.14万 | 0.46% | 1,645 | 0 | 0.0% | — | 不变 |
| RL | RALPH LAUREN CORP | $60.21万 | 0.45% | 1,500 | 0 | 0.0% | — | 不变 |
| HWM | HOWMET AEROSPACE INC | $57.32万 | 0.43% | 2,132 | 0 | 0.0% | — | 不变 |
| FIX | COMFORT SYS USA INC | $55.89万 | 0.41% | 282 | 0 | 0.0% | — | 不变 |
| MU | MICRON TECHNOLOGY INC | $55.41万 | 0.41% | 480 | 480 | — | $55.41万 | 新建仓 |
| MTZ | MASTEC INC | $55.34万 | 0.41% | 1,330 | 0 | 0.0% | — | 不变 |
| AAPL | APPLE INC | $54.23万 | 0.40% | 1,874 | -273 | -12.7% | -$7.90万 | 减仓 |
| DINO | HF SINCLAIR CORP | $53.34万 | 0.40% | 7,658 | 0 | 0.0% | — | 不变 |
| FTNT | FORTINET INC | $52.89万 | 0.39% | 3,443 | 0 | 0.0% | — | 不变 |
| BAC | BANK OF AMER CORP | $51.78万 | 0.38% | 9,088 | 0 | 0.0% | — | 不变 |
| CIEN | CIENA CORP | $51.66万 | 0.38% | 1,053 | -976 | -48.1% | -$47.88万 | 减仓 |
| DELL | DELL TECHNOLOGIES INC | $50.91万 | 0.38% | 1,180 | -498 | -29.7% | -$21.49万 | 减仓 |
| CMI | CUMMINS INC | $50.57万 | 0.38% | 709 | 0 | 0.0% | — | 不变 |
| TPR | TAPESTRY INC | $50.38万 | 0.37% | 3,442 | 0 | 0.0% | — | 不变 |
| ANET | ARISTA NETWORKS INC | $49.86万 | 0.37% | 2,935 | -417 | -12.4% | -$7.08万 | 减仓 |
| ILMN | ILLUMINA INC | $49.36万 | 0.37% | 2,807 | -508 | -15.3% | -$8.93万 | 减仓 |
| VRT | VERTIV HOLDINGS CO | $48.78万 | 0.36% | 1,457 | -166 | -10.2% | -$5.56万 | 减仓 |
| NTRA | NATERA INC | $46.80万 | 0.35% | 1,724 | 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 |
| MMM | 3M CO | $43.59万 | 0.32% | 2,692 | 0 | 0.0% | — | 不变 |
| SCHH | SCHWAB STRATEGIC TR | $41.45万 | 0.31% | 17,503 | 1,846 | 11.8% | $4.37万 | 加仓 |
| DFAE | DIMENSIONAL ETF TRUST | $40.93万 | 0.30% | 10,180 | -245 | -2.4% | -$9,851 | 减仓 |
| GILD | GILEAD SCIENCES INC | $40.38万 | 0.30% | 3,196 | 0 | 0.0% | — | 不变 |
| BIV | VANGUARD BD INDEX FDS | $40.00万 | 0.30% | 5,216 | 57 | 1.1% | $4,372 | 加仓 |
| EME | EMCOR GROUP INC | $39.92万 | 0.30% | 481 | 0 | 0.0% | — | 不变 |
| AXS | AXIS CAP HLDGS LTD | $39.30万 | 0.29% | 3,658 | 0 | 0.0% | — | 不变 |
| XEL | XCEL ENERGY INC | $36.33万 | 0.27% | 4,524 | 0 | 0.0% | — | 不变 |
| FTI | TECHNIPFMC PLC | $34.95万 | 0.26% | 5,271 | 0 | 0.0% | — | 不变 |
| CFG | CITIZENS FINL GROUP INC | $34.81万 | 0.26% | 4,968 | 0 | 0.0% | — | 不变 |
| COHR | COHERENT CORP | $34.56万 | 0.26% | 876 | 0 | 0.0% | — | 不变 |
| APH | AMPHENOL CORP | $33.47万 | 0.25% | 1,898 | 0 | 0.0% | — | 不变 |
| FHN | FIRST HORIZON CORPORATION | $33.40万 | 0.25% | 13,025 | 0 | 0.0% | — | 不变 |
| BIIB | BIOGEN INC | $33.29万 | 0.25% | 1,541 | 0 | 0.0% | — | 不变 |
| SNDK | SANDISK CORP | $32.51万 | 0.24% | 143 | -288 | -66.8% | -$65.48万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $31.31万 | 0.23% | 3,803 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA INC | $30.62万 | 0.23% | 728 | -42 | -5.5% | -$1.77万 | 减仓 |
| FDX | FEDEX CORP | $29.84万 | 0.22% | 953 | 0 | 0.0% | — | 不变 |
| WAB | WABTEC | $29.82万 | 0.22% | 1,106 | 0 | 0.0% | — | 不变 |
| BKR | BAKER HUGHES COMPANY | $29.76万 | 0.22% | 5,363 | 0 | 0.0% | — | 不变 |
| WMT | WALMART INC | $29.49万 | 0.22% | 2,603 | -153 | -5.6% | -$1.73万 | 减仓 |
| MSFT | MICROSOFT CORP | $29.32万 | 0.22% | 786 | -117 | -13.0% | -$4.36万 | 减仓 |
| INCY | INCYTE CORP | $29.22万 | 0.22% | 2,578 | 0 | 0.0% | — | 不变 |
| VRSN | VERISIGN INC | $28.33万 | 0.21% | 1,126 | 0 | 0.0% | — | 不变 |
| HLT | HILTON WORLDWIDE HLDGS INC | $27.73万 | 0.21% | 839 | 0 | 0.0% | — | 不变 |
| HOOD | ROBINHOOD MKTS INC | $27.72万 | 0.21% | 2,764 | 0 | 0.0% | — | 重新持有 |
| MO | ALTRIA GROUP INC | $27.45万 | 0.20% | 3,815 | 0 | 0.0% | — | 不变 |
| FCX | FREEPORT MCMORAN INC | $26.96万 | 0.20% | 4,287 | 0 | 0.0% | — | 不变 |
| CVS | CVS HEALTH CORP | $26.31万 | 0.20% | 2,543 | 0 | 0.0% | — | 重新持有 |
| VOO | VANGUARD INDEX FDS | $26.22万 | 0.19% | 382 | 0 | 0.0% | — | 不变 |
| IEFA | ISHARES TR | $25.86万 | 0.19% | 2,678 | 0 | 0.0% | — | 不变 |
| ALNY | ALNYLAM PHARMACEUTICALS INC | $25.62万 | 0.19% | 851 | 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 |
| GM | GENERAL MTRS CO | $25.36万 | 0.19% | 3,290 | 0 | 0.0% | — | 不变 |
| SYF | SYNCHRONY FINANCIAL | $25.07万 | 0.19% | 3,297 | 0 | 0.0% | — | 不变 |
| GEV | GE VERNOVA INC | $24.79万 | 0.18% | 211 | 211 | — | $24.79万 | 新建仓 |
| TWLO | TWILIO INC | $24.55万 | 0.18% | 1,190 | -286 | -19.4% | -$5.90万 | 重新持有 |
| LLY | ELI LILLY & CO | $24.23万 | 0.18% | 202 | -43 | -17.6% | -$5.16万 | 减仓 |
| TOL | TOLL BROTHERS INC | $24.22万 | 0.18% | 1,470 | 0 | 0.0% | — | 不变 |
| CINF | CINCINNATI FINL CORP | $24.12万 | 0.18% | 1,303 | 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 |
| VTV | VANGUARD INDEX FDS | $24.08万 | 0.18% | 1,105 | 0 | 0.0% | — | 不变 |
| TGT | TARGET CORP | $23.63万 | 0.18% | 1,809 | 0 | 0.0% | — | 不变 |
| GL | GLOBE LIFE INC | $23.55万 | 0.17% | 1,318 | 1,318 | — | $23.55万 | 新建仓 |
| LNG | CHENIERE ENERGY INC | $23.18万 | 0.17% | 970 | 0 | 0.0% | — | 不变 |
| HAL | HALLIBURTON CO | $22.54万 | 0.17% | 6,640 | 0 | 0.0% | — | 不变 |