13F 机构持仓

Provident Living Financial Services, Inc.

LEHI UT · SEC CIK 0002083149

2026Q22026Q1 更早 9 个季度 🔒
$1.01亿2026Q2 申报市值
50持仓数
67.7%前十大占比 · 第一大 14.2%
3 / 1新建仓 / 清仓
申报市值走势$1.01亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

SOFI 14.2%
FBND 11.6%
FEGE 11.0%
C 7.3%
VTI 5.7%
BAC 5.3%
HYDB 4.4%
AAPL 3.4%
AMD 2.6%
GOOGL 2.2%

2026Q2 买入最多 按季末市值估算

FBND 加仓+$192.34万
XOM 新建仓+$107.01万
SOFI 加仓+$105.87万
FEGE 加仓+$42.48万
HYDB 加仓+$32.77万

2026Q2 卖出最多 按季末市值估算

PBR 减仓-$208.81万
EXXON MOBIL CORP 清仓-$124.92万
AMD 减仓-$63.84万
C 减仓-$44.10万
AAPL 减仓-$40.60万

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
SOFI SOFI TECHNOLOGIES INC $1,443.87万14.23%888,439 65,1437.9% $105.87万 加仓
FBND FIDELITY MERRIMACK STR TR $1,176.61万11.60%258,653 42,28119.5% $192.34万 加仓
FEGE RBB FUND TRUST $1,111.19万10.95%227,144 8,6844.0% $42.48万 加仓
C CITIGROUP INC $739.21万7.29%52,816 -3,151-5.6% -$44.10万 减仓
VTI VANGUARD INDEX FDS $577.20万5.69%15,598 -339-2.1% -$12.54万 减仓
BAC BANK OF AMER CORP $540.59万5.33%94,874 -5,869-5.8% -$33.44万 减仓
HYDB ISHARES TR $451.04万4.45%96,437 7,0077.8% $32.77万 加仓
AAPL APPLE INC $349.40万3.44%12,075 -1,403-10.4% -$40.60万 减仓
AMD ADVANCED MICRO DEVICES INC $259.38万2.56%4,465 -1,099-19.8% -$63.84万 减仓
GOOGL ALPHABET INC $223.66万2.20%6,259 -98-1.5% -$3.50万 减仓
FCX FREEPORT MCMORAN INC $201.30万1.98%42,473 300.1% $1,422 加仓
AMZN AMAZON COM INC $200.88万1.98%8,428 1962.4% $4.67万 加仓
CRWD CROWDSTRIKE HLDGS INC $179.41万1.77%2,351 -9-0.4% -$6,868 减仓
SCHB SCHWAB STRATEGIC TR $159.16万1.57%54,958 1730.3% $5,010 加仓
META META PLATFORMS INC $158.56万1.56%2,815 42317.7% $23.83万 加仓
NVDA NVIDIA CORPORATION $143.57万1.42%7,175 -189-2.6% -$3.78万 减仓
BRK/B BERKSHIRE HATHAWAY INC DEL $138.41万1.36%2,766 -494-15.2% -$24.72万 减仓
JNJ JOHNSON & JOHNSON $125.77万1.24%4,952 1433.0% $3.63万 加仓
MSFT MICROSOFT CORP $121.41万1.20%3,255 54520.1% $20.33万 加仓
ETSY ETSY INC $120.50万1.19%15,996 9296.2% $7.00万 加仓
XOM EXXON MOBIL CORP $107.01万1.05%7,827 7,827— $107.01万 新建仓
CVS CVS HEALTH CORP $100.34万0.99%9,699 2,98244.4% $30.85万 加仓
VOT VANGUARD INDEX FDS $94.82万0.93%3,096 -1-0.0% -$306 减仓
T AT&T INC $89.65万0.88%43,311 -1,074-2.4% -$2.22万 减仓
CVX CHEVRON CORPORATION $84.34万0.83%5,088 2585.3% $4.28万 加仓
QQQ INVESCO QQQ TR $82.49万0.81%1,120 -3-0.3% -$2,209 减仓
PG PROCTER & GAMBLE CO $75.94万0.75%5,179 83919.3% $12.30万 加仓
BNDX VANGUARD CHARLOTTE FDS $75.21万0.74%15,529 -144-0.9% -$6,974 减仓
BILL BILL HOLDINGS INC $73.15万0.72%20,229 1,6028.6% $5.79万 加仓
HEFA ISHARES TR $71.29万0.70%15,192 00.0% — 不变
VBR VANGUARD INDEX FDS $69.62万0.69%2,865 -38-1.3% -$9,234 减仓
VZ VERIZON COMMUNICATIONS INC $64.50万0.64%15,233 -689-4.3% -$2.92万 减仓
VOO VANGUARD INDEX FDS $62.71万0.62%913 12716.2% $8.72万 加仓
NICE NICE LTD $59.33万0.58%6,530 2,61967.0% $23.79万 加仓
COWZ PACER FDS TR $56.39万0.56%9,066 5746.8% $3.57万 加仓
ORCL ORACLE CORP $55.79万0.55%3,807 94032.8% $13.78万 加仓
IVV ISHARES TR $51.52万0.51%688 -11-1.6% -$8,238 减仓
WMT WALMART INC $51.03万0.50%4,506 -84-1.8% -$9,514 减仓
HUBS HUBSPOT INC $47.56万0.47%2,606 1,351107.6% $24.66万 加仓
PYPL PAYPAL HLDGS INC $47.55万0.47%11,012 2,55630.2% $11.04万 加仓
NOW SERVICENOW INC $40.87万0.40%4,117 1,27044.6% $12.61万 加仓
VTIP VANGUARD MALVERN FDS $38.85万0.38%7,734 -171-2.2% -$8,589 减仓
PBR PETROLEO BRASILEIRO S A $38.82万0.38%24,020 -129,215-84.3% -$208.81万 减仓
PFG PRINCIPAL FINANCIAL GROUP IN $32.77万0.32%3,040 -335-9.9% -$3.61万 减仓
COIN COINBASE GLOBAL INC $31.97万0.32%2,187 41523.4% $6.07万 加仓
VOD VODAFONE GROUP PLC $30.63万0.30%23,162 -6,380-21.6% -$8.44万 减仓
EWX SPDR INDEX SHS FDS $28.61万0.28%3,850 -86-2.2% -$6,390 减仓
MRVL MARVELL TECHNOLOGY INC $23.09万0.23%775 775— $23.09万 新建仓
XMVM INVESCO EXCHANGE TRADED FD T $22.95万0.23%3,236 3,236— $22.95万 新建仓
RUN SUNRUN INC $15.13万0.15%11,306 -48-0.4% -$642 减仓
— EXXON MOBIL CORP $00.00%0 -7,363-100.0% -$124.92万 清仓