PERSPECTIVE WEALTH ADVISORS LLC
LOVELAND CO · SEC CIK 0002080427
$1.54亿2026Q1 申报市值
55持仓数
57.2%前十大占比 · 第一大 14.6%
3 / 3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
SPY 加仓+$250.97万
IDMO 加仓+$244.88万
SJNK 加仓+$237.56万
SHY 新建仓+$214.22万
IGSB 新建仓+$213.34万
2026Q1 卖出最多 按季末市值估算
SHYG 清仓-$346.35万
VIGI 减仓-$201.31万
RBB FD INC 清仓-$196.84万
RBB FD INC 清仓-$193.50万
DGRW 减仓-$22.68万
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 |
|---|---|---|---|---|---|---|---|---|
| SHYG | ISHARES TR | $0 | 0.00% | 0 | -80,791 | -100.0% | -$346.35万 | 清仓 |
| — | RBB FD INC | $0 | 0.00% | 0 | -38,408 | -100.0% | -$196.84万 | 清仓 |
| — | RBB FD INC | $0 | 0.00% | 0 | -38,083 | -100.0% | -$193.50万 | 清仓 |
| — | RBB FD INC | $20.11万 | 0.13% | 4,065 | 7 | 0.2% | $346 | 加仓 |
| IVE | ISHARES TR | $22.95万 | 0.15% | 1,087 | 0 | 0.0% | — | 不变 |
| MSFT | MICROSOFT CORP | $23.66万 | 0.15% | 639 | 161 | 33.7% | $5.96万 | 加仓 |
| UTWO | RBB FD INC | $24.16万 | 0.16% | 5,004 | -117 | -2.3% | -$5,649 | 减仓 |
| SCHX | SCHWAB STRATEGIC TR | $24.85万 | 0.16% | 9,693 | 1,492 | 18.2% | $3.83万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $32.74万 | 0.21% | 2,211 | 0 | 0.0% | — | 不变 |
| OBIL | RBB FD INC | $32.86万 | 0.21% | 6,562 | -129 | -1.9% | -$6,460 | 减仓 |
| SHYD | VANECK ETF TRUST | $34.18万 | 0.22% | 15,083 | 2,651 | 21.3% | $6.01万 | 加仓 |
| IQLT | ISHARES TR | $35.71万 | 0.23% | 7,724 | 0 | 0.0% | — | 不变 |
| SPYD | SPDR SERIES TRUST | $37.39万 | 0.24% | 8,214 | 3,257 | 65.7% | $14.83万 | 加仓 |
| AAPL | APPLE INC | $37.50万 | 0.24% | 1,478 | 362 | 32.4% | $9.19万 | 加仓 |
| TSLA | TESLA INC | $45.02万 | 0.29% | 1,211 | 109 | 9.9% | $4.05万 | 加仓 |
| HDEF | DBX ETF TR | $46.04万 | 0.30% | 14,204 | 0 | 0.0% | — | 不变 |
| SPSM | SPDR SERIES TRUST | $60.97万 | 0.40% | 12,618 | 1,314 | 11.6% | $6.35万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $61.11万 | 0.40% | 3,504 | 903 | 34.7% | $15.75万 | 加仓 |
| EDIV | SPDR INDEX SHS FDS | $63.06万 | 0.41% | 15,973 | 3,324 | 26.3% | $13.12万 | 加仓 |
| DIVI | FRANKLIN TEMPLETON ETF TR | $68.00万 | 0.44% | 17,081 | -243 | -1.4% | -$9,674 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $69.92万 | 0.45% | 12,936 | -2,302 | -15.1% | -$12.44万 | 减仓 |
| SPYM | SPDR SERIES TRUST | $83.56万 | 0.54% | 10,917 | -299 | -2.7% | -$2.29万 | 减仓 |
| REGL | PROSHARES TR | $86.25万 | 0.56% | 9,981 | 1,592 | 19.0% | $13.76万 | 加仓 |
| SPMD | SPDR SERIES TRUST | $90.85万 | 0.59% | 15,341 | 3,502 | 29.6% | $20.74万 | 加仓 |
| DGRW | WISDOMTREE TR | $93.25万 | 0.60% | 10,616 | -2,582 | -19.6% | -$22.68万 | 减仓 |
| SCHF | SCHWAB STRATEGIC TR | $95.29万 | 0.62% | 38,503 | -9,083 | -19.1% | -$22.48万 | 减仓 |
| VIGI | VANGUARD WHITEHALL FDS | $122.58万 | 0.80% | 13,857 | -22,757 | -62.2% | -$201.31万 | 减仓 |
| IDHQ | INVESCO EXCH TRADED FD TR II | $132.60万 | 0.86% | 37,488 | 6,809 | 22.2% | $24.08万 | 加仓 |
| IHDG | WISDOMTREE TR | $159.58万 | 1.04% | 33,143 | -963 | -2.8% | -$4.64万 | 减仓 |
| PNC | PNC FINL SVCS GROUP INC | $161.67万 | 1.05% | 7,769 | 7,769 | — | $161.67万 | 新建仓 |
| SCHY | SCHWAB STRATEGIC TR | $170.82万 | 1.11% | 53,955 | 8,486 | 18.7% | $26.87万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $180.78万 | 1.17% | 28,212 | -407 | -1.4% | -$2.61万 | 减仓 |
| RWJ | INVESCO EXCH TRADED FD TR II | $204.62万 | 1.33% | 40,534 | 2,523 | 6.6% | $12.74万 | 加仓 |
| ANGL | VANECK ETF TRUST | $207.60万 | 1.35% | 72,283 | 5,581 | 8.4% | $16.03万 | 加仓 |
| FLRN | SPDR SERIES TRUST | $212.45万 | 1.38% | 69,021 | 3,992 | 6.1% | $12.29万 | 加仓 |
| IGSB | ISHARES TR | $213.34万 | 1.38% | 40,590 | 40,590 | — | $213.34万 | 新建仓 |
| SHY | ISHARES TR | $214.22万 | 1.39% | 25,944 | 25,944 | — | $214.22万 | 新建仓 |
| IWY | ISHARES TR | $214.75万 | 1.39% | 8,630 | 531 | 6.6% | $13.21万 | 加仓 |
| XSMO | INVESCO EXCHANGE TRADED FD T | $221.23万 | 1.43% | 29,102 | 3,698 | 14.6% | $28.11万 | 加仓 |
| SPHQ | INVESCO EXCHANGE TRADED FD T | $235.35万 | 1.53% | 31,301 | 4,940 | 18.7% | $37.14万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $237.36万 | 1.54% | 77,367 | 8,194 | 11.8% | $25.14万 | 加仓 |
| RWK | INVESCO EXCH TRADED FD TR II | $268.70万 | 1.74% | 20,950 | 1,369 | 7.0% | $17.56万 | 加仓 |
| LVHI | LEGG MASON ETF INVT | $291.71万 | 1.89% | 71,955 | 5,017 | 7.5% | $20.34万 | 加仓 |
| LVHD | LEGG MASON ETF INVT | $291.76万 | 1.89% | 68,552 | 6,678 | 10.8% | $28.42万 | 加仓 |
| XMMO | INVESCO EXCHANGE TRADED FD T | $340.22万 | 2.21% | 23,460 | 3,144 | 15.5% | $45.59万 | 加仓 |
| MINT | PIMCO ETF TR | $427.29万 | 2.77% | 42,487 | 9,069 | 27.1% | $91.21万 | 加仓 |
| IDMO | INVESCO EXCH TRADED FD TR II | $437.75万 | 2.84% | 79,824 | 44,653 | 127.0% | $244.88万 | 加仓 |
| GSY | INVESCO ACTIVELY MANAGED EXC | $469.69万 | 3.05% | 93,712 | 6,810 | 7.8% | $34.13万 | 加仓 |
| SPMO | INVESCO EXCH TRADED FD TR II | $527.16万 | 3.42% | 47,022 | 6,721 | 16.7% | $75.35万 | 加仓 |
| IVV | ISHARES TR | $574.90万 | 3.73% | 8,801 | 166 | 1.9% | $10.84万 | 加仓 |
| IJR | ISHARES TR | $579.33万 | 3.76% | 46,604 | 3,017 | 6.9% | $37.50万 | 加仓 |
| FLDR | FIDELITY MERRIMACK STR TR | $618.54万 | 4.01% | 123,585 | 14,567 | 13.4% | $72.91万 | 加仓 |
| FNDE | SCHWAB STRATEGIC TR | $643.84万 | 4.18% | 168,281 | 16,481 | 10.9% | $63.06万 | 加仓 |
| QQQ | INVESCO QQQ TR | $795.40万 | 5.16% | 13,781 | 2,222 | 19.2% | $128.25万 | 加仓 |
| SJNK | SPDR SERIES TRUST | $849.19万 | 5.51% | 339,949 | 95,102 | 38.8% | $237.56万 | 加仓 |
| IJH | ISHARES TR | $862.57万 | 5.59% | 127,731 | 8,566 | 7.2% | $57.85万 | 加仓 |
| HEFA | ISHARES TR | $1,112.61万 | 7.22% | 261,821 | 28,437 | 12.2% | $120.84万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $2,249.07万 | 14.59% | 34,583 | 3,859 | 12.6% | $250.97万 | 加仓 |