Presper Financial Architects, LLC
AKRON OH · SEC CIK 0002066674
$1.92亿2026Q2 申报市值
55持仓数
87.7%前十大占比 · 第一大 16.5%
7 / 3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
MU 新建仓+$34.74万
INTC 新建仓+$33.97万
AMAT 新建仓+$24.94万
EFA 加仓+$23.50万
APH 新建仓+$22.15万
2026Q2 卖出最多 按季末市值估算
AGG 减仓-$98.70万
XLK 减仓-$86.27万
QUS 减仓-$36.19万
VZ 清仓-$27.58万
MSFT 减仓-$23.23万
2026Q2 持仓明细 点表头排序
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 |
|---|---|---|---|---|---|---|---|---|
| VZ | VERIZON COMMUNICATIONS INC | $0 | 0.00% | 0 | -5,494 | -100.0% | -$27.58万 | 清仓 |
| SO | SOUTHERN CO | $0 | 0.00% | 0 | -2,252 | -100.0% | -$21.74万 | 清仓 |
| GLD | SPDR GOLD TR | $0 | 0.00% | 0 | -502 | -100.0% | -$21.60万 | 清仓 |
| DIS | DISNEY WALT CO | $20.44万 | 0.11% | 2,124 | 0 | 0.0% | — | 不变 |
| CGXU | CAPITAL GROUP INTL FOCUS EQT | $21.36万 | 0.11% | 6,170 | 6,170 | — | $21.36万 | 新建仓 |
| KLAC | KLA CORP | $21.42万 | 0.11% | 710 | 710 | — | $21.42万 | 新建仓 |
| SNDK | SANDISK CORP | $21.83万 | 0.11% | 96 | 96 | — | $21.83万 | 新建仓 |
| META | META PLATFORMS INC | $21.86万 | 0.11% | 388 | -108 | -21.8% | -$6.08万 | 减仓 |
| TKR | TIMKEN CO | $22.05万 | 0.12% | 1,517 | -1,065 | -41.2% | -$15.48万 | 重新持有 |
| APH | AMPHENOL CORP | $22.15万 | 0.12% | 1,256 | 1,256 | — | $22.15万 | 新建仓 |
| NEE | NEXTERA ENERGY INC | $22.50万 | 0.12% | 2,564 | 4 | 0.2% | $351 | 加仓 |
| YUM | YUM BRANDS INC | $22.60万 | 0.12% | 1,414 | 22 | 1.6% | $3,517 | 加仓 |
| ETG | EATON VANCE TX ADV GLBL DIV | $23.56万 | 0.12% | 10,010 | 0 | 0.0% | — | 不变 |
| TJX | TJX COS INC NEW | $23.72万 | 0.12% | 1,566 | 79 | 5.3% | $1.20万 | 加仓 |
| ED | CONSOLIDATED EDISON INC | $23.81万 | 0.12% | 2,152 | 0 | 0.0% | — | 不变 |
| AMAT | APPLIED MATLS INC | $24.94万 | 0.13% | 345 | 345 | — | $24.94万 | 新建仓 |
| V | VISA INC | $25.33万 | 0.13% | 738 | -180 | -19.6% | -$6.18万 | 减仓 |
| PEP | PEPSICO INC | $26.02万 | 0.14% | 1,921 | 0 | 0.0% | — | 不变 |
| NVDA | NVIDIA CORPORATION | $26.57万 | 0.14% | 1,328 | 83 | 6.7% | $1.66万 | 加仓 |
| PGR | PROGRESSIVE CORP | $26.98万 | 0.14% | 1,235 | 3 | 0.2% | $655 | 加仓 |
| FE | FIRSTENERGY CORP | $28.37万 | 0.15% | 5,967 | 0 | 0.0% | — | 不变 |
| XAR | SPDR SERIES TRUST | $30.14万 | 0.16% | 1,062 | 0 | 0.0% | — | 不变 |
| COST | COSTCO WHOLESALE CORPORATION | $30.31万 | 0.16% | 324 | 10 | 3.2% | $9,355 | 加仓 |
| GOOGL | ALPHABET INC | $32.34万 | 0.17% | 905 | 33 | 3.8% | $1.18万 | 加仓 |
| INTC | INTEL CORP | $33.97万 | 0.18% | 2,433 | 2,433 | — | $33.97万 | 新建仓 |
| KO | COCA COLA CO | $34.26万 | 0.18% | 4,215 | 41 | 1.0% | $3,332 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $34.74万 | 0.18% | 301 | 301 | — | $34.74万 | 新建仓 |
| TCAF | T ROWE PRICE EXCHANGE-TRADED | $37.67万 | 0.20% | 9,166 | -580 | -6.0% | -$2.38万 | 减仓 |
| T | AT&T INC | $38.21万 | 0.20% | 18,459 | -1,053 | -5.4% | -$2.18万 | 减仓 |
| CGGO | CAPITAL GROUP GBL GROWTH EQT | $38.37万 | 0.20% | 9,064 | -802 | -8.1% | -$3.39万 | 减仓 |
| QQQ | INVESCO QQQ TR | $42.15万 | 0.22% | 572 | -6 | -1.0% | -$4,422 | 减仓 |
| AGG | ISHARES TR | $45.31万 | 0.24% | 4,578 | -9,972 | -68.5% | -$98.70万 | 减仓 |
| IVV | ISHARES TR | $45.36万 | 0.24% | 606 | -1 | -0.2% | -$748 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $46.24万 | 0.24% | 924 | 33 | 3.7% | $1.65万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $49.56万 | 0.26% | 1,951 | 12 | 0.6% | $3,048 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $50.77万 | 0.26% | 1,551 | -100 | -6.1% | -$3.27万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $61.95万 | 0.32% | 4,225 | 96 | 2.3% | $1.41万 | 加仓 |
| SPYM | SPDR SERIES TRUST | $62.82万 | 0.33% | 7,148 | 0 | 0.0% | — | 不变 |
| MSFT | MICROSOFT CORP | $63.55万 | 0.33% | 1,704 | -623 | -26.8% | -$23.23万 | 减仓 |
| — | EXXON MOBIL CORP | $69.62万 | 0.36% | 5,092 | -9 | -0.2% | -$1,231 | 减仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $74.89万 | 0.39% | 1 | 0 | 0.0% | — | 不变 |
| BIL | SPDR SERIES TRUST | $82.85万 | 0.43% | 9,041 | 259 | 2.9% | $2.37万 | 加仓 |
| HBAN | HUNTINGTON BANCSHARES INC | $85.82万 | 0.45% | 48,406 | 0 | 0.0% | — | 不变 |
| QUS | SPDR SERIES TRUST | $125.51万 | 0.65% | 6,717 | -1,937 | -22.4% | -$36.19万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $145.28万 | 0.76% | 5,166 | -10 | -0.2% | -$2,812 | 减仓 |
| IJH | ISHARES TR | $154.78万 | 0.81% | 20,073 | -213 | -1.0% | -$1.64万 | 减仓 |
| VIOO | VANGUARD ADMIRAL FDS INC | $188.84万 | 0.99% | 13,730 | 0 | 0.0% | — | 不变 |
| VOO | VANGUARD INDEX FDS | $220.95万 | 1.15% | 3,217 | -300 | -8.5% | -$20.60万 | 减仓 |
| AAPL | APPLE INC | $273.68万 | 1.43% | 9,458 | -364 | -3.7% | -$10.53万 | 减仓 |
| IJR | ISHARES TR | $571.84万 | 2.98% | 38,557 | 198 | 0.5% | $2.94万 | 加仓 |
| IWF | ISHARES TR | $1,142.70万 | 5.96% | 92,027 | 903 | 1.0% | $11.21万 | 加仓 |
| FSMD | FIDELITY COVINGTON TRUST | $1,302.70万 | 6.80% | 246,489 | -375 | -0.2% | -$1.98万 | 减仓 |
| EFA | ISHARES TR | $1,457.96万 | 7.61% | 140,351 | 2,262 | 1.6% | $23.50万 | 加仓 |
| CGNG | CAPITAL GROUP NEW GEOGRAPHY | $1,775.22万 | 9.26% | 473,897 | 202 | 0.0% | $7,567 | 加仓 |
| CGMM | CAPITAL GROUP EQUITY ETF TR | $2,116.54万 | 11.04% | 641,960 | 257 | 0.0% | $8,473 | 加仓 |
| MAGS | LISTED FDS TR | $2,187.24万 | 11.41% | 340,161 | -66 | -0.0% | -$4,244 | 减仓 |
| FBND | FIDELITY MERRIMACK STR TR | $2,816.88万 | 14.70% | 619,230 | 4,253 | 0.7% | $19.35万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $3,170.28万 | 16.54% | 166,401 | -4,528 | -2.6% | -$86.27万 | 减仓 |