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 |
|---|---|---|---|---|---|---|---|---|
| G | GENPACT LTD | $8,791 | 0.07% | 236 | -226 | -48.9% | -$8,418 | 重新持有 |
| NRG | NRG ENERGY INC NEW | $8,768 | 0.07% | 60 | 9 | 17.6% | $1,315 | 加仓 |
| PM | PHILIP MORRIS INTERNATIONAL INC | $8,598 | 0.07% | 52 | -101 | -66.0% | -$1.67万 | 减仓 |
| FXD | FT CNSMR DSCR ALPHDX ETF | $8,579 | 0.07% | 134 | 0 | 0.0% | — | 不变 |
| TM | TOYOTA MOTOR ADR REP 10 CORP | $8,244 | 0.06% | 40 | 4 | 11.1% | $824 | 加仓 |
| SO | SOUTHERN COMPANY | $8,204 | 0.06% | 85 | -270 | -76.1% | -$2.61万 | 减仓 |
| FITB | FIFTH THIRD BANCORP | $8,130 | 0.06% | 175 | -551 | -75.9% | -$2.56万 | 减仓 |
| RPRX | ROYALTY PHARMA PLC A | $7,867 | 0.06% | 164 | -269 | -62.1% | -$1.29万 | 重新持有 |
| MCK | MCKESSON CORP | $7,789 | 0.06% | 9 | -29 | -76.3% | -$2.51万 | 减仓 |
| BBVA | BANCO BILBAO VIZCAYA ADR | $7,711 | 0.06% | 356 | -1,059 | -74.8% | -$2.29万 | 减仓 |
| EBAY | EBAY INC | $7,645 | 0.06% | 84 | 84 | — | $7,645 | 新建仓 |
| — | FIRST TR CONSUMR STAPLS ALPHADEX ETF | $7,583 | 0.06% | 119 | -582 | -83.0% | -$3.71万 | 减仓 |
| HIG | HARTFORD INS GROUP INC | $7,573 | 0.06% | 56 | -4 | -6.7% | -$541 | 减仓 |
| MCHP | MICROCHIP TECHNOLOGY INC | $7,560 | 0.06% | 117 | 117 | — | $7,560 | 新建仓 |
| SAN | BANCO SANTANDER S A ADR | $7,524 | 0.06% | 667 | -1,109 | -62.4% | -$1.25万 | 重新持有 |
| SMFG | SUMITOMO MITSUI FINL | $7,446 | 0.06% | 377 | -1,252 | -76.9% | -$2.47万 | 减仓 |
| GE | GENERAL ELECTRIC COMPANY | $7,378 | 0.06% | 26 | -103 | -79.8% | -$2.92万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $7,306 | 0.06% | 27 | -37 | -57.8% | -$1.00万 | 减仓 |
| FN | FABRINET | $7,301 | 0.06% | 14 | -44 | -75.9% | -$2.29万 | 减仓 |
| NGG | NATL GRID ADR NEW 2017 | $7,275 | 0.06% | 86 | -103 | -54.5% | -$8,713 | 减仓 |
| FJAN | FT VEST US EQUITY BUF ETF | $7,209 | 0.05% | 143 | 143 | — | $7,209 | 新建仓 |
| — | FT VEST NASDAQ 100 CON BUF ETF | $7,173 | 0.05% | 333 | 333 | — | $7,173 | 新建仓 |
| SDVY | FRST TRST SMID CAP RSNG DIV ACH ETF | $7,137 | 0.05% | 181 | -76 | -29.6% | -$2,997 | 减仓 |
| NTRS | NORTHERN TRUST CORP | $7,118 | 0.05% | 51 | 51 | — | $7,118 | 新建仓 |
| TEL | TE CONNECTIVITY PLC | $7,107 | 0.05% | 34 | -57 | -62.6% | -$1.19万 | 重新持有 |
| IRM | IRON MOUNTAIN INC | $7,048 | 0.05% | 69 | 69 | — | $7,048 | 新建仓 |
| WFC | WELLS FARGO & CO NEW | $7,006 | 0.05% | 88 | -371 | -80.8% | -$2.95万 | 减仓 |
| CHKP | CHECK POINT SFTWARE TECH | $7,000 | 0.05% | 49 | -8 | -14.0% | -$1,143 | 减仓 |
| RY | ROYAL BANK CDA MONTREAL | $6,956 | 0.05% | 43 | -102 | -70.3% | -$1.65万 | 减仓 |
| SPG | SIMON PPTY GRP INC NEW | $6,902 | 0.05% | 37 | -43 | -53.8% | -$8,021 | 重新持有 |
| DGX | QUEST DIAGNOSTICS INC | $6,860 | 0.05% | 35 | 35 | — | $6,860 | 新建仓 |
| BLK | BLACKROCK FDG INC | $6,732 | 0.05% | 7 | -29 | -80.6% | -$2.79万 | 减仓 |
| EME | EMCOR GROUP INC | $6,645 | 0.05% | 9 | -29 | -76.3% | -$2.14万 | 减仓 |
| PPG | PPG INDUSTRIES INC | $6,520 | 0.05% | 61 | 61 | — | $6,520 | 新建仓 |
| VSS | VNGRD ALL WRLD SMCP ETF | $6,415 | 0.05% | 44 | -219 | -83.3% | -$3.19万 | 减仓 |
| DIS | WALT DISNEY CO | $6,361 | 0.05% | 66 | -82 | -55.4% | -$7,903 | 减仓 |
| JFLX | JPMORGAN FLEXIBLE DEBT ETF | $6,208 | 0.05% | 125 | 125 | — | $6,208 | 新建仓 |
| AMZN | AMAZON.COM INC | $6,040 | 0.05% | 29 | -74 | -71.8% | -$1.54万 | 减仓 |
| EXEL | EXELIXIS INC | $6,005 | 0.05% | 140 | 44 | 45.8% | $1,887 | 重新持有 |
| CLS | CELESTICA INC | $5,915 | 0.04% | 21 | -133 | -86.4% | -$3.75万 | 减仓 |
| SPHY | STATE SRT SPDR PRTFL HGH YLD BND ETF | $5,830 | 0.04% | 250 | 250 | — | $5,830 | 新建仓 |
| SWK | STANLEY BLACK & DECKER, INC. | $5,827 | 0.04% | 82 | 82 | — | $5,827 | 新建仓 |
| — | FT VEST U S SML CP MDRTE ETF | $5,757 | 0.04% | 232 | 232 | — | $5,757 | 新建仓 |
| HYLS | FT TACT HI YLD ETF | $5,720 | 0.04% | 141 | 12 | 9.3% | $487 | 加仓 |
| STRL | STERLING INFRASTRUCTURE INC | $5,702 | 0.04% | 14 | -27 | -65.9% | -$1.10万 | 重新持有 |
| SLB | SLB LTD | $5,601 | 0.04% | 109 | 109 | — | $5,601 | 新建仓 |
| CTAS | CINTAS CORP | $5,582 | 0.04% | 33 | -41 | -55.4% | -$6,935 | 减仓 |
| SYF | SYNCHRONY FINANCIAL | $5,510 | 0.04% | 81 | 18 | 28.6% | $1,224 | 重新持有 |
| SHEL | SHELL PLC SA | $5,394 | 0.04% | 58 | -91 | -61.1% | -$8,463 | 减仓 |
| ASML | ASML HOLDING NV | $5,283 | 0.04% | 4 | 4 | — | $5,283 | 新建仓 |
| GFI | GOLD FIELDS LTD ADR NEW | $5,084 | 0.04% | 112 | -450 | -80.1% | -$2.04万 | 重新持有 |
| ENSG | ENSIGN GROUP INC | $5,038 | 0.04% | 25 | -53 | -67.9% | -$1.07万 | 减仓 |
| ATO | ATMOS ENERGY CORP | $4,802 | 0.04% | 26 | -32 | -55.2% | -$5,910 | 重新持有 |
| SU | SUNCOR ENERGY INC | $4,562 | 0.03% | 69 | -106 | -60.6% | -$7,008 | 减仓 |
| IDV | ISHS INTL SEL DIV ETF | $4,511 | 0.03% | 106 | -34 | -24.3% | -$1,447 | 重新持有 |
| BCS | BARCLAYS PLC ADR | $4,422 | 0.03% | 209 | 209 | — | $4,422 | 新建仓 |
| EG | EVEREST GROUP LTD | $4,249 | 0.03% | 13 | 2 | 18.2% | $654 | 加仓 |
| WTFC | WINTRUST FINANCIAL CORP | $4,168 | 0.03% | 30 | -55 | -64.7% | -$7,641 | 重新持有 |
| PHM | PULTEGROUP INC | $4,117 | 0.03% | 35 | -268 | -88.4% | -$3.15万 | 减仓 |
| CW | CURTISS WRIGHT CORP DE | $4,086 | 0.03% | 6 | -33 | -84.6% | -$2.25万 | 减仓 |
| COR | CENCORA INC | $4,084 | 0.03% | 13 | -35 | -72.9% | -$1.10万 | 减仓 |
| SEIC | SEI INVESTMENTS CO | $4,002 | 0.03% | 51 | 51 | — | $4,002 | 新建仓 |
| SNA | SNAP ON INC | $3,995 | 0.03% | 11 | -24 | -68.6% | -$8,716 | 减仓 |
| INGR | INGREDION INC | $3,944 | 0.03% | 35 | 3 | 9.4% | $338 | 加仓 |
| DHI | DR HORTON INC | $3,842 | 0.03% | 28 | -1 | -3.4% | -$137 | 减仓 |
| MTG | M G I C INVT CORP | $3,780 | 0.03% | 144 | 98 | 213.0% | $2,572 | 加仓 |
| PFF | ISHS PFD & INCM SECS ETF | $3,729 | 0.03% | 123 | -35 | -22.2% | -$1,061 | 重新持有 |
| NEE | NEXTERA ENERGY INC | $3,716 | 0.03% | 40 | -433 | -91.5% | -$4.02万 | 减仓 |
| SONY | SONY GROUP CORP ADR NEW | $3,684 | 0.03% | 178 | 178 | — | $3,684 | 新建仓 |
| NVS | NOVARTIS AG SPON ADR | $3,666 | 0.03% | 24 | -126 | -84.0% | -$1.92万 | 减仓 |
| LOGI | LOGITECH INTL SA | $3,644 | 0.03% | 40 | -71 | -64.0% | -$6,468 | 减仓 |
| CPA | COPA HOLDINGS SA CL A | $3,635 | 0.03% | 32 | -105 | -76.6% | -$1.19万 | 重新持有 |
| FLBL | FRANKLIN SENIOR LOAN ETF | $3,634 | 0.03% | 158 | 146 | 1,216.7% | $3,358 | 加仓 |
| FXO | FIRST TRUST FINANCIALS ALPHADEX ETF | $3,596 | 0.03% | 64 | 0 | 0.0% | — | 不变 |
| ANET | ARISTA NETWORKS INC | $3,561 | 0.03% | 29 | -75 | -72.1% | -$9,209 | 减仓 |
| NXT | NEXTPOWER INC A | $3,496 | 0.03% | 29 | 29 | — | $3,496 | 新建仓 |
| KB | KB FINL GRP INC SPON ADR | $3,491 | 0.03% | 35 | 35 | — | $3,491 | 新建仓 |
| FLCB | FRANKLIN TEMPLETON US CORE BOND ETF | $3,482 | 0.03% | 162 | 162 | — | $3,482 | 新建仓 |
| SIG | SIGNET JEWELERS LTD | $3,470 | 0.03% | 41 | 41 | — | $3,470 | 新建仓 |
| OSIS | OSI SYSTEMS INC | $3,452 | 0.03% | 13 | -47 | -78.3% | -$1.25万 | 减仓 |
| RL | POLO RALPH LAUREN CORP | $3,440 | 0.03% | 10 | -38 | -79.2% | -$1.31万 | 减仓 |
| KT | KT CORP SPON ADR | $3,432 | 0.03% | 160 | 160 | — | $3,432 | 新建仓 |
| BIDU | BAIDU INC A SPON ADR | $3,342 | 0.03% | 30 | 30 | — | $3,342 | 新建仓 |
| SDVD | FT VEST SMID RGG DIV ARS ETF | $3,320 | 0.03% | 153 | 153 | — | $3,320 | 新建仓 |
| KNG | FT VST S P 500 DIV ARIST TRGT ETF | $3,264 | 0.02% | 67 | 67 | — | $3,264 | 新建仓 |
| CACI | CACI INTERNATIONAL CL A INC | $3,264 | 0.02% | 6 | -13 | -68.4% | -$7,072 | 重新持有 |
| PEP | PEPSICO INC | $3,261 | 0.02% | 21 | 21 | — | $3,261 | 新建仓 |
| GRMN | GARMIN LTD | $3,248 | 0.02% | 14 | -24 | -63.2% | -$5,568 | 重新持有 |
| FLOT | ISHS FLTG RT BOND ETF | $3,210 | 0.02% | 63 | -209 | -76.8% | -$1.06万 | 减仓 |
| CRH | CRH PLC | $3,154 | 0.02% | 30 | -209 | -87.4% | -$2.20万 | 减仓 |
| EIX | EDISON INTL | $3,073 | 0.02% | 42 | 42 | — | $3,073 | 新建仓 |
| UAL | UNITED AIRLINES HOLDINGS | $3,038 | 0.02% | 33 | 7 | 26.9% | $644 | 重新持有 |
| COP | CONOCOPHILLIPS | $3,036 | 0.02% | 23 | -30 | -56.6% | -$3,960 | 减仓 |
| DVYE | ISHS EMG MKT DIV ETF | $2,991 | 0.02% | 87 | -27 | -23.7% | -$928 | 重新持有 |
| KLAC | KLA CORP | $2,944 | 0.02% | 2 | -9 | -81.8% | -$1.32万 | 重新持有 |
| — | TAYLOR MORRISON HOME A | $2,912 | 0.02% | 50 | -121 | -70.8% | -$7,047 | 减仓 |
| AM | ANTERO MIDSTREAM CORP | $2,804 | 0.02% | 123 | 123 | — | $2,804 | 新建仓 |
| PPC | PILGRIMS PRIDE CORP NEW | $2,795 | 0.02% | 74 | 17 | 29.8% | $642 | 加仓 |
| BRX | BRIXMOR PROPERTY GROUP REIT INC | $2,765 | 0.02% | 96 | -201 | -67.7% | -$5,789 | 减仓 |
| TLTW | ISHARES 20 PLS YR TRSY BD BYT ST ETF | $2,737 | 0.02% | 121 | 121 | — | $2,737 | 新建仓 |