Park Square Financial Group, LLC
ROSWELL GA · SEC CIK 0002058285
$1,316.96万2026Q1 申报市值
245持仓数
62.5%前十大占比 · 第一大 8.4%
61 / 87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
QQQ 新建仓+$54.54万
LVHI 加仓+$47.08万
FEMB 新建仓+$20.47万
LGOV 加仓+$5.04万
ILF 新建仓+$4.24万
2026Q1 卖出最多 按季末市值估算
HYG 减仓-$67.97万
FDL 减仓-$64.09万
GLD 减仓-$61.14万
INV QQQ 清仓-$59.10万
SPY 减仓-$52.42万
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 |
|---|---|---|---|---|---|---|---|---|
| DIS | WALT DISNEY CO | $6,361 | 0.05% | 66 | -82 | -55.4% | -$7,903 | 减仓 |
| VSS | VNGRD ALL WRLD SMCP ETF | $6,415 | 0.05% | 44 | -219 | -83.3% | -$3.19万 | 减仓 |
| PPG | PPG INDUSTRIES INC | $6,520 | 0.05% | 61 | 61 | — | $6,520 | 新建仓 |
| EME | EMCOR GROUP INC | $6,645 | 0.05% | 9 | -29 | -76.3% | -$2.14万 | 减仓 |
| BLK | BLACKROCK FDG INC | $6,732 | 0.05% | 7 | -29 | -80.6% | -$2.79万 | 减仓 |
| DGX | QUEST DIAGNOSTICS INC | $6,860 | 0.05% | 35 | 35 | — | $6,860 | 新建仓 |
| SPG | SIMON PPTY GRP INC NEW | $6,902 | 0.05% | 37 | -43 | -53.8% | -$8,021 | 重新持有 |
| RY | ROYAL BANK CDA MONTREAL | $6,956 | 0.05% | 43 | -102 | -70.3% | -$1.65万 | 减仓 |
| CHKP | CHECK POINT SFTWARE TECH | $7,000 | 0.05% | 49 | -8 | -14.0% | -$1,143 | 减仓 |
| WFC | WELLS FARGO & CO NEW | $7,006 | 0.05% | 88 | -371 | -80.8% | -$2.95万 | 减仓 |
| IRM | IRON MOUNTAIN INC | $7,048 | 0.05% | 69 | 69 | — | $7,048 | 新建仓 |
| TEL | TE CONNECTIVITY PLC | $7,107 | 0.05% | 34 | -57 | -62.6% | -$1.19万 | 重新持有 |
| NTRS | NORTHERN TRUST CORP | $7,118 | 0.05% | 51 | 51 | — | $7,118 | 新建仓 |
| SDVY | FRST TRST SMID CAP RSNG DIV ACH ETF | $7,137 | 0.05% | 181 | -76 | -29.6% | -$2,997 | 减仓 |
| — | FT VEST NASDAQ 100 CON BUF ETF | $7,173 | 0.05% | 333 | 333 | — | $7,173 | 新建仓 |
| FJAN | FT VEST US EQUITY BUF ETF | $7,209 | 0.05% | 143 | 143 | — | $7,209 | 新建仓 |
| NGG | NATL GRID ADR NEW 2017 | $7,275 | 0.06% | 86 | -103 | -54.5% | -$8,713 | 减仓 |
| FN | FABRINET | $7,301 | 0.06% | 14 | -44 | -75.9% | -$2.29万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $7,306 | 0.06% | 27 | -37 | -57.8% | -$1.00万 | 减仓 |
| GE | GENERAL ELECTRIC COMPANY | $7,378 | 0.06% | 26 | -103 | -79.8% | -$2.92万 | 减仓 |
| SMFG | SUMITOMO MITSUI FINL | $7,446 | 0.06% | 377 | -1,252 | -76.9% | -$2.47万 | 减仓 |
| SAN | BANCO SANTANDER S A ADR | $7,524 | 0.06% | 667 | -1,109 | -62.4% | -$1.25万 | 重新持有 |
| MCHP | MICROCHIP TECHNOLOGY INC | $7,560 | 0.06% | 117 | 117 | — | $7,560 | 新建仓 |
| HIG | HARTFORD INS GROUP INC | $7,573 | 0.06% | 56 | -4 | -6.7% | -$541 | 减仓 |
| — | FIRST TR CONSUMR STAPLS ALPHADEX ETF | $7,583 | 0.06% | 119 | -582 | -83.0% | -$3.71万 | 减仓 |
| EBAY | EBAY INC | $7,645 | 0.06% | 84 | 84 | — | $7,645 | 新建仓 |
| BBVA | BANCO BILBAO VIZCAYA ADR | $7,711 | 0.06% | 356 | -1,059 | -74.8% | -$2.29万 | 减仓 |
| MCK | MCKESSON CORP | $7,789 | 0.06% | 9 | -29 | -76.3% | -$2.51万 | 减仓 |
| RPRX | ROYALTY PHARMA PLC A | $7,867 | 0.06% | 164 | -269 | -62.1% | -$1.29万 | 重新持有 |
| FITB | FIFTH THIRD BANCORP | $8,130 | 0.06% | 175 | -551 | -75.9% | -$2.56万 | 减仓 |
| SO | SOUTHERN COMPANY | $8,204 | 0.06% | 85 | -270 | -76.1% | -$2.61万 | 减仓 |
| TM | TOYOTA MOTOR ADR REP 10 CORP | $8,244 | 0.06% | 40 | 4 | 11.1% | $824 | 加仓 |
| FXD | FT CNSMR DSCR ALPHDX ETF | $8,579 | 0.07% | 134 | 0 | 0.0% | — | 不变 |
| PM | PHILIP MORRIS INTERNATIONAL INC | $8,598 | 0.07% | 52 | -101 | -66.0% | -$1.67万 | 减仓 |
| NRG | NRG ENERGY INC NEW | $8,768 | 0.07% | 60 | 9 | 17.6% | $1,315 | 加仓 |
| G | GENPACT LTD | $8,791 | 0.07% | 236 | -226 | -48.9% | -$8,418 | 重新持有 |
| UTHR | UNITED THERAPEUTICS CORP | $8,895 | 0.07% | 15 | -31 | -67.4% | -$1.84万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $9,122 | 0.07% | 27 | 27 | — | $9,122 | 新建仓 |
| — | FT VEST US EQUITY EQL WGT BUF ETF | $9,448 | 0.07% | 431 | 431 | — | $9,448 | 新建仓 |
| HSY | HERSHEY COMPANY | $9,771 | 0.07% | 47 | -29 | -38.2% | -$6,029 | 重新持有 |
| SYK | STRYKER CORP | $9,858 | 0.07% | 30 | -37 | -55.2% | -$1.22万 | 减仓 |
| CWB | ST STR BLOOMBERG CV ETF | $9,884 | 0.08% | 108 | -182 | -62.8% | -$1.67万 | 减仓 |
| TD | TORONTO DOMINION BK | $9,891 | 0.08% | 106 | -173 | -62.0% | -$1.61万 | 重新持有 |
| — | FT VEST EMERGING MARKETS BUF ETF | $9,957 | 0.08% | 409 | 409 | — | $9,957 | 新建仓 |
| LQD | ISHS INVSTMNT BD ETF | $1.00万 | 0.08% | 92 | -106 | -53.5% | -$1.16万 | 减仓 |
| FCX | FREEPORT MCMORAN INC | $1.01万 | 0.08% | 171 | 171 | — | $1.01万 | 新建仓 |
| OMC | OMNICOM GROUP INC | $1.01万 | 0.08% | 134 | -143 | -51.6% | -$1.08万 | 减仓 |
| FXH | FIRST TRUST HEALTH CARE ALPHADEX ETF | $1.01万 | 0.08% | 92 | 0 | 0.0% | — | 不变 |
| HD | HOME DEPOT INC | $1.02万 | 0.08% | 31 | -17 | -35.4% | -$5,591 | 重新持有 |
| SHY | ISHS 1-3YR TRSRY ETF | $1.03万 | 0.08% | 125 | -438 | -77.8% | -$3.62万 | 减仓 |
| CEG | CONSTELLATN ENERGY CORP | $1.03万 | 0.08% | 37 | -12 | -24.5% | -$3,351 | 重新持有 |
| FOXA | FOX CORP | $1.04万 | 0.08% | 178 | 45 | 33.8% | $2,628 | 加仓 |
| SPTM | ST STR SPDR 1500 COM ETF | $1.05万 | 0.08% | 133 | 133 | — | $1.05万 | 新建仓 |
| ABBV | ABBVIE INC | $1.09万 | 0.08% | 50 | -124 | -71.3% | -$2.70万 | 重新持有 |
| WSM | WILLIAMS SONOMA INC | $1.09万 | 0.08% | 60 | -50 | -45.5% | -$9,117 | 重新持有 |
| NEM | NEWMONT CORP | $1.10万 | 0.08% | 102 | 69 | 209.1% | $7,470 | 重新持有 |
| CVX | CHEVRON CORP | $1.12万 | 0.08% | 54 | -75 | -58.1% | -$1.55万 | 减仓 |
| MRK | MERCK & COMPANY INC | $1.12万 | 0.08% | 94 | -37 | -28.2% | -$4,403 | 减仓 |
| ACGL | ARCH CAPITAL GROUP LTD | $1.12万 | 0.09% | 117 | -52 | -30.8% | -$4,992 | 减仓 |
| AEE | AMEREN CORP | $1.13万 | 0.09% | 103 | 103 | — | $1.13万 | 新建仓 |
| CAT | CATERPILLAR INC | $1.13万 | 0.09% | 16 | 16 | — | $1.13万 | 新建仓 |
| MCD | MCDONALDS CORP | $1.15万 | 0.09% | 37 | -19 | -33.9% | -$5,905 | 减仓 |
| AMAT | APPLIED MATERIALS INC | $1.16万 | 0.09% | 34 | 0 | 0.0% | — | 不变 |
| AZN | ASTRAZENECA PLC | $1.16万 | 0.09% | 59 | 59 | — | $1.16万 | 新建仓 |
| GS | GOLDMAN SACHS GROUP INC | $1.18万 | 0.09% | 14 | -45 | -76.3% | -$3.81万 | 减仓 |
| WM | WASTE MANAGEMENT, INC. | $1.19万 | 0.09% | 52 | -31 | -37.3% | -$7,123 | 减仓 |
| — | FT GOLD STR QTR BUF ETF | $1.21万 | 0.09% | 704 | -1,013 | -59.0% | -$1.74万 | 减仓 |
| HAL | HALLIBURTON COMPANY | $1.21万 | 0.09% | 311 | 311 | — | $1.21万 | 新建仓 |
| KO | COCA COLA COMPANY | $1.22万 | 0.09% | 160 | -131 | -45.0% | -$9,962 | 减仓 |
| IBM | INTL BUSINESS MACHS CORP | $1.26万 | 0.10% | 52 | -19 | -26.8% | -$4,605 | 重新持有 |
| LIN | LINDE PLC NEW | $1.29万 | 0.10% | 26 | -43 | -62.3% | -$2.13万 | 减仓 |
| WMT | WALMART INC | $1.32万 | 0.10% | 106 | -184 | -63.4% | -$2.29万 | 减仓 |
| TLT | ISHS 20 TRSY ETF | $1.33万 | 0.10% | 154 | 102 | 196.2% | $8,842 | 加仓 |
| BAC | BANK AMERICA CORP | $1.34万 | 0.10% | 275 | -423 | -60.6% | -$2.06万 | 减仓 |
| TIP | ISHS TIPS BD ETF | $1.35万 | 0.10% | 122 | -134 | -52.3% | -$1.48万 | 减仓 |
| AFL | AFLAC INC | $1.36万 | 0.10% | 124 | -230 | -65.0% | -$2.52万 | 减仓 |
| AVGO | BROADCOM INC | $1.36万 | 0.10% | 44 | -126 | -74.1% | -$3.90万 | 减仓 |
| CSCO | CISCO SYSTEMS INC | $1.43万 | 0.11% | 184 | -282 | -60.5% | -$2.19万 | 减仓 |
| DUK | DUKE ENERGY CORP | $1.44万 | 0.11% | 110 | -43 | -28.1% | -$5,630 | 减仓 |
| CMI | CUMMINS INC | $1.45万 | 0.11% | 27 | -35 | -56.5% | -$1.88万 | 重新持有 |
| RTX | RAYTHEON TECHNOLOGIES CORP | $1.47万 | 0.11% | 76 | -87 | -53.4% | -$1.68万 | 重新持有 |
| PG | PROCTER & GAMBLE CO | $1.49万 | 0.11% | 103 | -77 | -42.8% | -$1.11万 | 减仓 |
| IJR | ISHS CORE S&P SMCP ETF | $1.50万 | 0.11% | 121 | -462 | -79.2% | -$5.74万 | 减仓 |
| WMB | WILLIAMS COS INC DEL | $1.51万 | 0.11% | 208 | -192 | -48.0% | -$1.40万 | 减仓 |
| CBOE | CBOE GLOBAL MARKETS INC | $1.52万 | 0.12% | 54 | 13 | 31.7% | $3,654 | 加仓 |
| — | FT VEST INTRL EQT MODRT ETF | $1.54万 | 0.12% | 586 | 586 | — | $1.54万 | 新建仓 |
| PLD | PROLOGIS, INC. | $1.56万 | 0.12% | 118 | -135 | -53.4% | -$1.78万 | 减仓 |
| PH | PARKER HANNIFIN CORP | $1.61万 | 0.12% | 18 | -48 | -72.7% | -$4.30万 | 减仓 |
| AXP | AMERN EXPRESS CO | $1.63万 | 0.12% | 54 | -112 | -67.5% | -$3.39万 | 减仓 |
| TSM | TAIWAN SEMICON MFG CO | $1.69万 | 0.13% | 50 | -92 | -64.8% | -$3.11万 | 减仓 |
| FDN | FT DJ INTERNET INDX ETF | $1.73万 | 0.13% | 74 | 0 | 0.0% | — | 不变 |
| MS | MORGAN STANLEY | $1.78万 | 0.13% | 108 | -140 | -56.5% | -$2.30万 | 减仓 |
| T | AT&T INC | $1.86万 | 0.14% | 642 | -281 | -30.4% | -$8,146 | 减仓 |
| META | META PLATFORMS INC A | $1.89万 | 0.14% | 33 | -34 | -50.7% | -$1.95万 | 减仓 |
| HEGD | SWAN HEDGED EQUITY US LARGE CAP ETF | $1.97万 | 0.15% | 799 | -5,028 | -86.3% | -$12.42万 | 减仓 |
| CB | CHUBB LTD | $2.05万 | 0.16% | 63 | -95 | -60.1% | -$3.10万 | 减仓 |
| KBWB | INVSC KBW BANK ETF | $2.10万 | 0.16% | 265 | -460 | -63.4% | -$3.64万 | 重新持有 |
| NVT | NVENT ELECTRIC PLC | $2.12万 | 0.16% | 179 | -240 | -57.3% | -$2.84万 | 减仓 |
| — | EXXON MOBIL CORP | $2.15万 | 0.16% | 127 | -215 | -62.9% | -$3.65万 | 减仓 |
| GDX | VANECK GOLD MINERS ETF | $2.19万 | 0.17% | 239 | 215 | 895.8% | $1.97万 | 加仓 |