PERSPECTIVE WEALTH ADVISORS LLC
LOVELAND CO · SEC CIK 0002080427
$1.82亿2026Q2 申报市值
70持仓数
58.6%前十大占比 · 第一大 14.8%
21 / 6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
VEA 加仓+$1,310.44万
JMST 新建仓+$366.67万
TAFI 新建仓+$247.63万
MEAR 新建仓+$197.17万
IDMO 加仓+$161.19万
2026Q2 卖出最多 按季末市值估算
HEFA 清仓-$1,112.61万
MINT 减仓-$402.67万
GSY 减仓-$399.70万
FLDR 减仓-$275.99万
SJNK 减仓-$263.66万
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 |
|---|---|---|---|---|---|---|---|---|
| SPY | STATE STR SPDR S&P 500 ETF T | $2,696.06万 | 14.83% | 36,103 | 1,520 | 4.4% | $113.51万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $1,511.45万 | 8.31% | 212,133 | 183,921 | 651.9% | $1,310.44万 | 加仓 |
| QQQ | INVESCO QQQ TR | $1,118.36万 | 6.15% | 15,187 | 1,406 | 10.2% | $103.54万 | 加仓 |
| IJH | ISHARES TR | $1,050.89万 | 5.78% | 136,284 | 8,553 | 6.7% | $65.95万 | 加仓 |
| SPMO | INVESCO EXCH TRADED FD TR II | $913.61万 | 5.02% | 56,556 | 9,534 | 20.3% | $154.01万 | 加仓 |
| IJR | ISHARES TR | $722.91万 | 3.98% | 48,743 | 2,139 | 4.6% | $31.72万 | 加仓 |
| FNDE | SCHWAB STRATEGIC TR | $718.22万 | 3.95% | 181,003 | 12,722 | 7.6% | $50.48万 | 加仓 |
| IVV | ISHARES TR | $702.32万 | 3.86% | 9,378 | 577 | 6.6% | $43.21万 | 加仓 |
| IDMO | INVESCO EXCH TRADED FD TR II | $642.45万 | 3.53% | 106,560 | 26,736 | 33.5% | $161.19万 | 加仓 |
| SJNK | SPDR SERIES TRUST | $587.23万 | 3.23% | 234,611 | -105,338 | -31.0% | -$263.66万 | 减仓 |
| XMMO | INVESCO EXCHANGE TRADED FD T | $462.58万 | 2.54% | 27,188 | 3,728 | 15.9% | $63.43万 | 加仓 |
| JMST | J P MORGAN EXCHANGE TRADED F | $366.67万 | 2.02% | 71,896 | 71,896 | — | $366.67万 | 新建仓 |
| FLDR | FIDELITY MERRIMACK STR TR | $343.29万 | 1.89% | 68,508 | -55,077 | -44.6% | -$275.99万 | 减仓 |
| LVHD | LEGG MASON ETF INVT | $317.51万 | 1.75% | 72,158 | 3,606 | 5.3% | $15.87万 | 加仓 |
| XSMO | INVESCO EXCHANGE TRADED FD T | $316.87万 | 1.74% | 33,843 | 4,741 | 16.3% | $44.39万 | 加仓 |
| LVHI | LEGG MASON ETF INVT | $307.04万 | 1.69% | 75,653 | 3,698 | 5.1% | $15.01万 | 加仓 |
| RWK | INVESCO EXCH TRADED FD TR II | $303.56万 | 1.67% | 20,755 | -195 | -0.9% | -$2.85万 | 减仓 |
| SPHQ | INVESCO EXCHANGE TRADED FD T | $290.64万 | 1.60% | 32,257 | 956 | 3.1% | $8.61万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $271.18万 | 1.49% | 85,520 | 8,153 | 10.5% | $25.85万 | 加仓 |
| IWY | ISHARES TR | $255.58万 | 1.41% | 8,794 | 164 | 1.9% | $4.77万 | 加仓 |
| TAFI | AB ACTIVE ETFS INC | $247.63万 | 1.36% | 98,187 | 98,187 | — | $247.63万 | 新建仓 |
| RWJ | INVESCO EXCH TRADED FD TR II | $234.13万 | 1.29% | 39,349 | -1,185 | -2.9% | -$7.05万 | 减仓 |
| FLRN | SPDR SERIES TRUST | $228.86万 | 1.26% | 74,184 | 5,163 | 7.5% | $15.93万 | 加仓 |
| ANGL | VANECK ETF TRUST | $215.11万 | 1.18% | 73,568 | 1,285 | 1.8% | $3.76万 | 加仓 |
| MEAR | ISHARES U S ETF TR | $197.17万 | 1.08% | 39,136 | 39,136 | — | $197.17万 | 新建仓 |
| PNC | PNC FINL SVCS GROUP INC | $191.68万 | 1.05% | 7,785 | 16 | 0.2% | $3,939 | 加仓 |
| SCHY | SCHWAB STRATEGIC TR | $190.62万 | 1.05% | 60,077 | 6,122 | 11.3% | $19.42万 | 加仓 |
| IDHQ | INVESCO EXCH TRADED FD TR II | $162.80万 | 0.90% | 37,246 | -242 | -0.6% | -$1.06万 | 减仓 |
| SGVT | SCHWAB STRATEGIC TR | $154.76万 | 0.85% | 15,362 | 15,362 | — | $154.76万 | 新建仓 |
| IHDG | WISDOMTREE TR | $151.33万 | 0.83% | 28,890 | -4,253 | -12.8% | -$22.28万 | 减仓 |
| SPIB | SPDR SERIES TRUST | $136.48万 | 0.75% | 40,788 | 40,788 | — | $136.48万 | 新建仓 |
| SCHF | SCHWAB STRATEGIC TR | $104.75万 | 0.58% | 37,815 | -688 | -1.8% | -$1.91万 | 减仓 |
| SPMD | SPDR SERIES TRUST | $103.58万 | 0.57% | 15,331 | -10 | -0.1% | -$676 | 减仓 |
| JAAA | JANUS DETROIT STR TR | $99.90万 | 0.55% | 19,787 | 19,787 | — | $99.90万 | 新建仓 |
| FLOT | ISHARES TR | $97.29万 | 0.54% | 19,058 | 19,058 | — | $97.29万 | 新建仓 |
| IGSB | ISHARES TR | $93.21万 | 0.51% | 17,784 | -22,806 | -56.2% | -$119.53万 | 减仓 |
| SPYM | SPDR SERIES TRUST | $91.30万 | 0.50% | 10,389 | -528 | -4.8% | -$4.64万 | 减仓 |
| HIMU | BLACKROCK ETF TRUST II | $80.94万 | 0.45% | 16,253 | 16,253 | — | $80.94万 | 新建仓 |
| DGRW | WISDOMTREE TR | $80.06万 | 0.44% | 8,373 | -2,243 | -21.1% | -$21.45万 | 减仓 |
| VIGI | VANGUARD WHITEHALL FDS | $79.30万 | 0.44% | 8,492 | -5,365 | -38.7% | -$50.10万 | 减仓 |
| SPSM | SPDR SERIES TRUST | $78.24万 | 0.43% | 13,567 | 949 | 7.5% | $5.47万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $73.51万 | 0.40% | 12,316 | -620 | -4.8% | -$3.70万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $72.02万 | 0.40% | 3,599 | 95 | 2.7% | $1.90万 | 加仓 |
| GSY | INVESCO ACTIVELY MANAGED EXC | $70.27万 | 0.39% | 14,011 | -79,701 | -85.0% | -$399.70万 | 减仓 |
| DIVI | FRANKLIN TEMPLETON ETF TR | $69.35万 | 0.38% | 16,233 | -848 | -5.0% | -$3.62万 | 减仓 |
| EDIV | SPDR INDEX SHS FDS | $69.12万 | 0.38% | 16,876 | 903 | 5.7% | $3.70万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $61.68万 | 0.34% | 898 | 898 | — | $61.68万 | 新建仓 |
| REGL | PROSHARES TR | $59.00万 | 0.32% | 6,443 | -3,538 | -35.4% | -$32.40万 | 减仓 |
| TSLA | TESLA INC | $52.92万 | 0.29% | 1,258 | 47 | 3.9% | $1.98万 | 加仓 |
| CGSM | CAPITAL GRP FIXED INCM ETF T | $52.39万 | 0.29% | 19,857 | 19,857 | — | $52.39万 | 新建仓 |
| AAPL | APPLE INC | $49.10万 | 0.27% | 1,697 | 219 | 14.8% | $6.34万 | 加仓 |
| HDEF | DBX ETF TR | $49.08万 | 0.27% | 15,270 | 1,066 | 7.5% | $3.43万 | 加仓 |
| CGMU | CAPITAL GRP FIXED INCM ETF T | $42.00万 | 0.23% | 15,290 | 15,290 | — | $42.00万 | 新建仓 |
| PULS | PGIM ETF TR | $41.69万 | 0.23% | 8,413 | 8,413 | — | $41.69万 | 新建仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $40.97万 | 0.23% | 8,102 | 8,102 | — | $40.97万 | 新建仓 |
| IQLT | ISHARES TR | $38.27万 | 0.21% | 7,724 | 0 | 0.0% | — | 不变 |
| DES | WISDOMTREE TR | $36.92万 | 0.20% | 9,075 | 9,075 | — | $36.92万 | 新建仓 |
| DVY | ISHARES TR | $35.68万 | 0.20% | 2,283 | 2,283 | — | $35.68万 | 新建仓 |
| VYM | VANGUARD WHITEHALL FDS | $35.68万 | 0.20% | 2,258 | 47 | 2.1% | $7,427 | 加仓 |
| — | CAPITAL GRP FIXED INCM ETF T | $35.63万 | 0.20% | 14,065 | 14,065 | — | $35.63万 | 新建仓 |
| SHYM | BLACKROCK ETF TRUST II | $34.93万 | 0.19% | 15,557 | 15,557 | — | $34.93万 | 新建仓 |
| SPYD | SPDR SERIES TRUST | $30.71万 | 0.17% | 6,437 | -1,777 | -21.6% | -$8.48万 | 减仓 |
| DON | WISDOMTREE TR | $30.38万 | 0.17% | 5,375 | 5,375 | — | $30.38万 | 新建仓 |
| SPCX | SPACE EXPLORATION TECHN CORP | $30.05万 | 0.17% | 1,759 | 1,759 | — | $30.05万 | 新建仓 |
| SCHX | SCHWAB STRATEGIC TR | $29.39万 | 0.16% | 9,986 | 293 | 3.0% | $8,623 | 加仓 |
| AMZN | AMAZON COM INC | $26.17万 | 0.14% | 1,098 | 1,098 | — | $26.17万 | 新建仓 |
| MSFT | MICROSOFT CORP | $25.67万 | 0.14% | 688 | 49 | 7.7% | $1.83万 | 加仓 |
| MINT | PIMCO ETF TR | $25.66万 | 0.14% | 2,545 | -39,942 | -94.0% | -$402.67万 | 减仓 |
| IVE | ISHARES TR | $24.68万 | 0.14% | 1,087 | 0 | 0.0% | — | 不变 |
| GOOGL | ALPHABET INC | $21.14万 | 0.12% | 592 | 592 | — | $21.14万 | 新建仓 |
| HEFA | ISHARES TR | $0 | 0.00% | 0 | -261,821 | -100.0% | -$1,112.61万 | 清仓 |
| SHY | ISHARES TR | $0 | 0.00% | 0 | -25,944 | -100.0% | -$214.22万 | 清仓 |
| SHYD | VANECK ETF TRUST | $0 | 0.00% | 0 | -15,083 | -100.0% | -$34.18万 | 清仓 |
| OBIL | RBB FD INC | $0 | 0.00% | 0 | -6,562 | -100.0% | -$32.86万 | 清仓 |
| UTWO | RBB FD INC | $0 | 0.00% | 0 | -5,004 | -100.0% | -$24.16万 | 清仓 |
| — | RBB FD INC | $0 | 0.00% | 0 | -4,065 | -100.0% | -$20.11万 | 清仓 |