Provident Living Financial Services, Inc.
LEHI UT · SEC CIK 0002083149
$9,063.71万2026Q1 申报市值
48持仓数
67.5%前十大占比 · 第一大 13.2%
0 / 1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
PBR 加仓+$134.62万
VTI 加仓+$30.48万
FEGE 加仓+$6.60万
AMZN 加仓+$5.62万
VOO 加仓+$4.24万
2026Q1 卖出最多 按季末市值估算
SOFI 减仓-$180.78万
WFC 清仓-$22.54万
AAPL 减仓-$18.37万
FCX 减仓-$17.23万
BAC 减仓-$14.57万
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 |
|---|---|---|---|---|---|---|---|---|
| SOFI | SOFI TECHNOLOGIES INC | $1,199.40万 | 13.23% | 823,296 | -124,091 | -13.1% | -$180.78万 | 减仓 |
| FEGE | RBB FUND TRUST | $1,026.76万 | 11.33% | 218,460 | 1,404 | 0.6% | $6.60万 | 加仓 |
| FBND | FIDELITY MERRIMACK STR TR | $987.09万 | 10.89% | 216,372 | -1,072 | -0.5% | -$4.89万 | 减仓 |
| C | CITIGROUP INC | $634.73万 | 7.00% | 55,967 | -190 | -0.3% | -$2.15万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $511.27万 | 5.64% | 15,937 | 950 | 6.3% | $30.48万 | 加仓 |
| BAC | BANK AMERICA CORP | $491.12万 | 5.42% | 100,743 | -2,988 | -2.9% | -$14.57万 | 减仓 |
| HYDB | ISHARES TR | $416.03万 | 4.59% | 89,430 | -1,312 | -1.4% | -$6.10万 | 减仓 |
| AAPL | APPLE INC | $342.05万 | 3.77% | 13,478 | -724 | -5.1% | -$18.37万 | 减仓 |
| PBR | PETROLEO BRASILEIRO S A | $317.96万 | 3.51% | 153,235 | 64,875 | 73.4% | $134.62万 | 加仓 |
| FCX | FREEPORT MCMORAN INC | $188.96万 | 2.08% | 42,443 | -3,871 | -8.4% | -$17.23万 | 减仓 |
| GOOGL | ALPHABET INC | $182.81万 | 2.02% | 6,357 | -74 | -1.2% | -$2.13万 | 减仓 |
| AMZN | AMAZON COM INC | $171.46万 | 1.89% | 8,232 | 270 | 3.4% | $5.62万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $156.22万 | 1.72% | 3,260 | -20 | -0.6% | -$9,584 | 减仓 |
| SCHB | SCHWAB STRATEGIC TR | $137.51万 | 1.52% | 54,785 | 13 | 0.0% | $326 | 加仓 |
| META | META PLATFORMS INC | $136.84万 | 1.51% | 2,392 | -29 | -1.2% | -$1.66万 | 减仓 |
| T | AT&T INC | $128.67万 | 1.42% | 44,385 | -225 | -0.5% | -$6,523 | 减仓 |
| NVDA | NVIDIA CORPORATION | $128.43万 | 1.42% | 7,364 | -3 | -0.0% | -$523 | 减仓 |
| — | EXXON MOBIL CORP | $124.92万 | 1.38% | 7,363 | -47 | -0.6% | -$7,974 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $117.55万 | 1.30% | 4,809 | -29 | -0.6% | -$7,089 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $113.19万 | 1.25% | 5,564 | -257 | -4.4% | -$5.23万 | 减仓 |
| MSFT | MICROSOFT CORP | $100.33万 | 1.11% | 2,710 | 22 | 0.8% | $8,145 | 加仓 |
| CVX | CHEVRON CORPORATION | $99.93万 | 1.10% | 4,830 | -33 | -0.7% | -$6,828 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $92.14万 | 1.02% | 2,360 | -49 | -2.0% | -$1.91万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $79.93万 | 0.88% | 15,922 | -120 | -0.7% | -$6,024 | 减仓 |
| VOT | VANGUARD INDEX FDS | $79.70万 | 0.88% | 3,097 | -12 | -0.4% | -$3,088 | 减仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $75.31万 | 0.83% | 15,673 | -105 | -0.7% | -$5,045 | 减仓 |
| ETSY | ETSY INC | $75.30万 | 0.83% | 15,067 | -789 | -5.0% | -$3.94万 | 减仓 |
| BILL | BILL HOLDINGS INC | $71.34万 | 0.79% | 18,627 | -678 | -3.5% | -$2.60万 | 减仓 |
| QQQ | INVESCO QQQ TR | $64.83万 | 0.72% | 1,123 | 17 | 1.5% | $9,813 | 加仓 |
| HEFA | ISHARES TR | $64.56万 | 0.71% | 15,192 | -332 | -2.1% | -$1.41万 | 减仓 |
| VBR | VANGUARD INDEX FDS | $63.07万 | 0.70% | 2,903 | 18 | 0.6% | $3,911 | 加仓 |
| PG | PROCTER & GAMBLE CO | $62.69万 | 0.69% | 4,340 | -34 | -0.8% | -$4,911 | 减仓 |
| WMT | WALMART INC | $57.04万 | 0.63% | 4,590 | 0 | 0.0% | — | 不变 |
| COWZ | PACER FDS TR | $53.13万 | 0.59% | 8,492 | 209 | 2.5% | $1.31万 | 加仓 |
| CVS | CVS HEALTH CORP | $48.24万 | 0.53% | 6,717 | -74 | -1.1% | -$5,315 | 减仓 |
| VOO | VANGUARD INDEX FDS | $46.97万 | 0.52% | 786 | 71 | 9.9% | $4.24万 | 加仓 |
| IVV | ISHARES TR | $45.66万 | 0.50% | 699 | 0 | 0.0% | — | 不变 |
| VOD | VODAFONE GROUP PLC | $44.37万 | 0.49% | 29,542 | 109 | 0.4% | $1,637 | 加仓 |
| NICE | NICE LTD | $43.12万 | 0.48% | 3,911 | -113 | -2.8% | -$1.25万 | 减仓 |
| ORCL | ORACLE CORP | $42.18万 | 0.47% | 2,867 | -22 | -0.8% | -$3,236 | 减仓 |
| VTIP | VANGUARD MALVERN FDS | $39.49万 | 0.44% | 7,905 | 0 | 0.0% | — | 不变 |
| PYPL | PAYPAL HLDGS INC | $38.25万 | 0.42% | 8,456 | -76 | -0.9% | -$3,437 | 减仓 |
| COIN | COINBASE GLOBAL INC | $30.94万 | 0.34% | 1,772 | -17 | -1.0% | -$2,968 | 减仓 |
| HUBS | HUBSPOT INC | $30.63万 | 0.34% | 1,255 | -33 | -2.6% | -$8,055 | 减仓 |
| PFG | PRINCIPAL FINANCIAL GROUP IN | $30.41万 | 0.34% | 3,375 | 0 | 0.0% | — | 不变 |
| NOW | SERVICENOW INC | $29.77万 | 0.33% | 2,847 | -115 | -3.9% | -$1.20万 | 减仓 |
| EWX | SPDR INDEX SHS FDS | $26.02万 | 0.29% | 3,936 | 0 | 0.0% | — | 不变 |
| RUN | SUNRUN INC | $15.40万 | 0.17% | 11,354 | 0 | 0.0% | — | 不变 |
| WFC | WELLS FARGO CO NEW | $0 | 0.00% | 0 | -2,418 | -100.0% | -$22.54万 | 清仓 |