Presper Financial Architects, LLC
AKRON OH · SEC CIK 0002066674
$1.68亿2026Q1 申报市值
50持仓数
86.6%前十大占比 · 第一大 16.7%
4 / 9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
MAGS 新建仓+$1,971.28万
CGMM 新建仓+$1,884.04万
CGNG 新建仓+$1,495.46万
FSMD 加仓+$787.93万
FBND 加仓+$166.88万
2026Q1 卖出最多 按季末市值估算
KCE 清仓-$2,123.92万
IJH 减仓-$1,945.57万
QUS 减仓-$1,216.48万
IJR 减仓-$841.05万
EFA 减仓-$284.33万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| FBND | FIDELITY MERRIMACK STR TR | $2,805.52万 | 16.67% | 614,977 | 36,580 | 6.3% | $166.88万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $2,271.65万 | 13.50% | 170,929 | 2,640 | 1.6% | $35.09万 | 加仓 |
| MAGS | LISTED FDS TR | $1,971.28万 | 11.71% | 340,227 | 340,227 | — | $1,971.28万 | 新建仓 |
| CGMM | CAPITAL GROUP EQUITY ETF TR | $1,884.04万 | 11.20% | 641,703 | 641,703 | — | $1,884.04万 | 新建仓 |
| CGNG | CAPITAL GROUP NEW GEOGRAPHY | $1,495.46万 | 8.89% | 473,695 | 473,695 | — | $1,495.46万 | 新建仓 |
| EFA | ISHARES TR | $1,341.26万 | 7.97% | 138,089 | -29,273 | -17.5% | -$284.33万 | 减仓 |
| FSMD | FIDELITY COVINGTON TRUST | $1,103.98万 | 6.56% | 246,864 | 176,191 | 249.3% | $787.93万 | 加仓 |
| IWF | ISHARES TR | $971.37万 | 5.77% | 22,781 | 517 | 2.3% | $22.04万 | 加仓 |
| IJR | ISHARES TR | $476.84万 | 2.83% | 38,359 | -67,658 | -63.8% | -$841.05万 | 减仓 |
| AAPL | APPLE INC | $249.27万 | 1.48% | 9,822 | 62 | 0.6% | $1.57万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $210.16万 | 1.25% | 3,517 | -118 | -3.2% | -$7.05万 | 减仓 |
| VIOO | VANGUARD ADMIRAL FDS INC | $157.66万 | 0.94% | 13,730 | 0 | 0.0% | — | 不变 |
| QUS | SPDR SERIES TRUST | $148.54万 | 0.88% | 8,654 | -70,874 | -89.1% | -$1,216.48万 | 减仓 |
| AGG | ISHARES TR | $144.44万 | 0.86% | 14,550 | -369 | -2.5% | -$3.66万 | 减仓 |
| IJH | ISHARES TR | $136.99万 | 0.81% | 20,286 | -288,104 | -93.4% | -$1,945.57万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $125.46万 | 0.75% | 5,176 | 12 | 0.2% | $2,909 | 加仓 |
| — | EXXON MOBIL CORP | $86.54万 | 0.51% | 5,101 | 1 | 0.0% | $170 | 加仓 |
| MSFT | MICROSOFT CORP | $86.15万 | 0.51% | 2,327 | 106 | 4.8% | $3.92万 | 加仓 |
| BIL | SPDR SERIES TRUST | $80.48万 | 0.48% | 8,782 | 26 | 0.3% | $2,383 | 加仓 |
| HBAN | HUNTINGTON BANCSHARES INC | $75.75万 | 0.45% | 48,406 | 0 | 0.0% | — | 不变 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $71.81万 | 0.43% | 1 | 0 | 0.0% | — | 不变 |
| PG | PROCTER & GAMBLE CO | $59.64万 | 0.35% | 4,129 | 417 | 11.2% | $6.02万 | 加仓 |
| T | AT&T INC | $56.57万 | 0.34% | 19,512 | 310 | 1.6% | $8,987 | 加仓 |
| SPYM | SPDR SERIES TRUST | $54.71万 | 0.33% | 7,148 | -598 | -7.7% | -$4.58万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $48.57万 | 0.29% | 1,651 | -149 | -8.3% | -$4.38万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $47.40万 | 0.28% | 1,939 | 18 | 0.9% | $4,400 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $42.70万 | 0.25% | 891 | -67 | -7.0% | -$3.21万 | 减仓 |
| IVV | ISHARES TR | $39.67万 | 0.24% | 607 | 27 | 4.7% | $1.76万 | 加仓 |
| TCAF | T ROWE PRICE ETF INC | $34.69万 | 0.21% | 9,746 | -13,507 | -58.1% | -$48.07万 | 减仓 |
| QQQ | INVESCO QQQ TR | $33.39万 | 0.20% | 578 | 91 | 18.7% | $5.26万 | 加仓 |
| CGGO | CAPITAL GROUP GBL GROWTH EQT | $32.92万 | 0.20% | 9,866 | -13,881 | -58.5% | -$46.32万 | 减仓 |
| KO | COCA COLA CO | $31.74万 | 0.19% | 4,174 | 49 | 1.2% | $3,727 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $31.29万 | 0.19% | 314 | 16 | 5.4% | $1.59万 | 加仓 |
| FE | FIRSTENERGY CORP | $30.23万 | 0.18% | 5,967 | -3,226 | -35.1% | -$16.34万 | 减仓 |
| PEP | PEPSICO INC | $29.84万 | 0.18% | 1,921 | 0 | 0.0% | — | 不变 |
| META | META PLATFORMS INC | $28.38万 | 0.17% | 496 | 52 | 11.7% | $2.98万 | 加仓 |
| V | VISA INC | $27.75万 | 0.16% | 918 | 10 | 1.1% | $3,023 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $27.58万 | 0.16% | 5,494 | 38 | 0.7% | $1,907 | 重新持有 |
| XAR | SPDR SERIES TRUST | $26.97万 | 0.16% | 1,062 | 0 | 0.0% | — | 不变 |
| GOOGL | ALPHABET INC | $25.08万 | 0.15% | 872 | 15 | 1.8% | $4,313 | 加仓 |
| PGR | PROGRESSIVE CORP | $24.42万 | 0.15% | 1,232 | 22 | 1.8% | $4,361 | 加仓 |
| ED | CONSOLIDATED EDISON INC | $24.36万 | 0.14% | 2,152 | 54 | 2.6% | $6,112 | 加仓 |
| NEE | NEXTERA ENERGY INC | $23.78万 | 0.14% | 2,560 | 3 | 0.1% | $279 | 加仓 |
| TJX | TJX COS INC NEW | $23.75万 | 0.14% | 1,487 | 143 | 10.6% | $2.28万 | 加仓 |
| SO | SOUTHERN CO | $21.74万 | 0.13% | 2,252 | -25 | -1.1% | -$2,413 | 重新持有 |
| NVDA | NVIDIA CORPORATION | $21.71万 | 0.13% | 1,245 | 99 | 8.6% | $1.73万 | 加仓 |
| YUM | YUM BRANDS INC | $21.64万 | 0.13% | 1,392 | 0 | 0.0% | — | 不变 |
| GLD | SPDR GOLD TR | $21.60万 | 0.13% | 502 | 502 | — | $21.60万 | 新建仓 |
| DIS | DISNEY WALT CO | $20.47万 | 0.12% | 2,124 | 4 | 0.2% | $386 | 加仓 |
| ETG | EATON VANCE TX ADV GLBL DIV | $20.14万 | 0.12% | 10,010 | -34,894 | -77.7% | -$70.21万 | 减仓 |
| KCE | SPDR SERIES TRUST | $0 | 0.00% | 0 | -141,662 | -100.0% | -$2,123.92万 | 清仓 |
| HTD | HANCOCK JOHN TAX-ADVANTAGED | $0 | 0.00% | 0 | -42,581 | -100.0% | -$100.75万 | 清仓 |
| HYT | BLACKROCK CORPOR HI YLD FD I | $0 | 0.00% | 0 | -67,757 | -100.0% | -$60.30万 | 清仓 |
| PTY | PIMCO CORPORATE & INCOME OPP | $0 | 0.00% | 0 | -45,638 | -100.0% | -$58.87万 | 清仓 |
| HYMB | SPDR SERIES TRUST | $0 | 0.00% | 0 | -18,097 | -100.0% | -$45.13万 | 清仓 |
| GOF | GUGGENHEIM STRATEGIC OPPORTU | $0 | 0.00% | 0 | -27,749 | -100.0% | -$35.74万 | 清仓 |
| — | PIMCO HIGH INCOME FD | $0 | 0.00% | 0 | -72,543 | -100.0% | -$35.26万 | 清仓 |
| NZF | NUVEEN MUNICIPAL CREDIT INC | $0 | 0.00% | 0 | -22,126 | -100.0% | -$27.83万 | 清仓 |
| TKR | TIMKEN CO | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ORCL | ORACLE CORP | $0 | 0.00% | 0 | -1,110 | -100.0% | -$21.64万 | 清仓 |