Ponta Wealth Partners, LLC
WINTER PARK FL · SEC CIK 0002107740
$1.24亿2026Q1 申报市值
138持仓数
40.4%前十大占比 · 第一大 8.0%
29 / 2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
DFIC 加仓+$213.08万
SPY 新建仓+$200.30万
DFAE 新建仓+$175.66万
AAPL 加仓+$163.80万
NVDA 加仓+$115.47万
2026Q1 卖出最多 按季末市值估算
DFLV 减仓-$32.46万
DIMENSIONAL ETF 减仓-$29.43万
VWO 清仓-$25.55万
BDX 清仓-$20.77万
MA 减仓-$16.94万
2026Q1 持仓明细 点表头排序 · 每页 100 行
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 |
|---|---|---|---|---|---|---|---|---|
| VUG | VANGUARD INDEX FDS | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| PANW | PALO ALTO NETWORKS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| VWO | VANGUARD INTL EQUITY INDEX F | $0 | 0.00% | 0 | -4,753 | -100.0% | -$25.55万 | 清仓 |
| BKNG | BOOKING HOLDINGS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| BDX | BECTON DICKINSON & CO | $0 | 0.00% | 0 | -1,070 | -100.0% | -$20.77万 | 清仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| NWL | NEWELL BRANDS INC | $4.31万 | 0.03% | 12,555 | 12,555 | — | $4.31万 | 新建仓 |
| VSTS | VESTIS CORPORATION | $15.63万 | 0.13% | 19,882 | 7,226 | 57.1% | $5.68万 | 加仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $20.03万 | 0.16% | 721 | 67 | 10.2% | $1.86万 | 加仓 |
| SNPS | SYNOPSYS INC | $20.06万 | 0.16% | 506 | 506 | — | $20.06万 | 新建仓 |
| LIN | LINDE PLC | $20.13万 | 0.16% | 406 | 406 | — | $20.13万 | 新建仓 |
| INTU | INTUIT | $20.45万 | 0.16% | 473 | 128 | 37.1% | $5.53万 | 加仓 |
| CB | CHUBB LTD SWITZ | $20.53万 | 0.17% | 630 | 630 | — | $20.53万 | 新建仓 |
| ATI | ATI INC | $20.76万 | 0.17% | 1,427 | 1,427 | — | $20.76万 | 新建仓 |
| IDXX | IDEXX LABS INC | $20.79万 | 0.17% | 370 | 37 | 11.1% | $2.08万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $21.14万 | 0.17% | 423 | -339 | -44.5% | -$16.94万 | 减仓 |
| GPC | GENUINE PARTS CO | $21.16万 | 0.17% | 2,001 | 143 | 7.7% | $1.51万 | 加仓 |
| MRX | MAREX GROUP PLC | $21.23万 | 0.17% | 4,762 | 4,762 | — | $21.23万 | 新建仓 |
| HAL | HALLIBURTON CO | $21.24万 | 0.17% | 5,448 | 5,448 | — | $21.24万 | 新建仓 |
| COF | CAPITAL ONE FINL CORP | $21.95万 | 0.18% | 1,203 | 173 | 16.8% | $3.16万 | 加仓 |
| VMBS | VANGUARD SCOTTSDALE FDS | $22.30万 | 0.18% | 4,749 | 4,749 | — | $22.30万 | 新建仓 |
| RTX | RTX CORPORATION | $22.30万 | 0.18% | 1,156 | 1,156 | — | $22.30万 | 新建仓 |
| UNP | UNION PAC CORP | $22.32万 | 0.18% | 920 | 920 | — | $22.32万 | 新建仓 |
| SYY | SYSCO CORP | $22.66万 | 0.18% | 3,177 | 11 | 0.3% | $785 | 加仓 |
| MGK | VANGUARD WORLD FD | $22.82万 | 0.18% | 621 | 0 | 0.0% | — | 不变 |
| MMM | 3M CO | $22.93万 | 0.18% | 1,579 | -6 | -0.4% | -$871 | 减仓 |
| ISRG | INTUITIVE SURGICAL INC | $22.96万 | 0.18% | 498 | 84 | 20.3% | $3.87万 | 加仓 |
| MUB | ISHARES TR | $23.06万 | 0.19% | 2,172 | 0 | 0.0% | — | 不变 |
| FITB | FIFTH THIRD BANCORP | $23.10万 | 0.19% | 4,971 | 4,971 | — | $23.10万 | 新建仓 |
| LOW | LOWES COS INC | $23.60万 | 0.19% | 999 | 58 | 6.2% | $1.37万 | 加仓 |
| APP | APPLOVIN CORP | $23.92万 | 0.19% | 601 | -82 | -12.0% | -$3.26万 | 减仓 |
| SLB | SLB LIMITED | $24.48万 | 0.20% | 4,763 | 4,763 | — | $24.48万 | 新建仓 |
| CNI | CANADIAN NATL RY CO | $24.66万 | 0.20% | 2,400 | 0 | 0.0% | — | 不变 |
| RCL | ROYAL CARIBBEAN GROUP | $24.68万 | 0.20% | 897 | 70 | 8.5% | $1.93万 | 加仓 |
| DFEV | DIMENSIONAL ETF TRUST | $24.81万 | 0.20% | 6,934 | 6,934 | — | $24.81万 | 新建仓 |
| SNDK | SANDISK CORP | $24.84万 | 0.20% | 391 | 391 | — | $24.84万 | 新建仓 |
| KO | COCA COLA CO | $25.48万 | 0.20% | 3,351 | 305 | 10.0% | $2.32万 | 加仓 |
| VLO | VALERO ENERGY CORP | $25.67万 | 0.21% | 1,039 | 1,039 | — | $25.67万 | 新建仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $25.70万 | 0.21% | 656 | 656 | — | $25.70万 | 新建仓 |
| DISV | DIMENSIONAL ETF TRUST | $25.76万 | 0.21% | 6,532 | 6,532 | — | $25.76万 | 新建仓 |
| MCK | MCKESSON CORP | $25.96万 | 0.21% | 300 | 25 | 9.1% | $2.16万 | 加仓 |
| CL | COLGATE PALMOLIVE CO | $26.15万 | 0.21% | 3,068 | 106 | 3.6% | $9,034 | 加仓 |
| CARR | CARRIER GLOBAL CORPORATION | $26.18万 | 0.21% | 4,650 | 208 | 4.7% | $1.17万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $26.29万 | 0.21% | 869 | 177 | 25.6% | $5.35万 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $26.72万 | 0.21% | 2,041 | -1 | -0.0% | -$131 | 减仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $28.04万 | 0.23% | 628 | 149 | 31.1% | $6.65万 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $28.18万 | 0.23% | 4,600 | 4,600 | — | $28.18万 | 新建仓 |
| NVS | NOVARTIS AG | $28.43万 | 0.23% | 1,861 | 0 | 0.0% | — | 不变 |
| FIX | COMFORT SYS USA INC | $28.82万 | 0.23% | 209 | 209 | — | $28.82万 | 新建仓 |
| DFCF | DIMENSIONAL ETF TRUST | $29.20万 | 0.23% | 6,915 | -1,539 | -18.2% | -$6.50万 | 减仓 |
| MPC | MARATHON PETE CORP | $29.25万 | 0.24% | 1,198 | 1,198 | — | $29.25万 | 新建仓 |
| KVUE | KENVUE INC | $29.45万 | 0.24% | 17,085 | 127 | 0.7% | $2,189 | 加仓 |
| HD | HOME DEPOT INC | $29.93万 | 0.24% | 910 | 273 | 42.9% | $8.98万 | 加仓 |
| ABT | ABBOTT LABORATORIES | $30.31万 | 0.24% | 2,952 | 311 | 11.8% | $3.19万 | 加仓 |
| GEV | GE VERNOVA INC | $33.43万 | 0.27% | 383 | 60 | 18.6% | $5.24万 | 加仓 |
| CFG | CITIZENS FINL GROUP INC | $33.59万 | 0.27% | 5,601 | 5,601 | — | $33.59万 | 新建仓 |
| DFUV | DIMENSIONAL ETF TRUST | $33.67万 | 0.27% | 6,949 | 0 | 0.0% | — | 不变 |
| KLAC | KLA CORP | $33.87万 | 0.27% | 230 | 230 | — | $33.87万 | 新建仓 |
| T | AT&T INC | $33.94万 | 0.27% | 11,706 | 906 | 8.4% | $2.63万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $34.03万 | 0.27% | 2,058 | 604 | 41.5% | $9.99万 | 加仓 |
| MET | METLIFE INC | $36.12万 | 0.29% | 5,108 | 856 | 20.1% | $6.05万 | 加仓 |
| USB | US BANCORP | $36.42万 | 0.29% | 7,003 | 1,109 | 18.8% | $5.77万 | 加仓 |
| IBKR | INTERACTIVE BROKERS GROUP IN | $36.71万 | 0.29% | 5,473 | 7 | 0.1% | $469 | 加仓 |
| PEP | PEPSICO INC | $37.25万 | 0.30% | 2,399 | 147 | 6.5% | $2.28万 | 加仓 |
| ORCL | ORACLE CORP | $38.70万 | 0.31% | 2,631 | 499 | 23.4% | $7.34万 | 加仓 |
| GE | GE AEROSPACE | $39.30万 | 0.32% | 1,385 | 54 | 4.1% | $1.53万 | 加仓 |
| C | CITIGROUP INC | $39.98万 | 0.32% | 3,525 | 456 | 14.9% | $5.17万 | 加仓 |
| PNC | PNC FINL SVCS GROUP INC | $40.39万 | 0.32% | 1,941 | 294 | 17.9% | $6.12万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $41.34万 | 0.33% | 1,059 | 115 | 12.2% | $4.49万 | 加仓 |
| BX | BLACKSTONE INC | $41.65万 | 0.33% | 3,622 | -170 | -4.5% | -$1.95万 | 减仓 |
| WM | WASTE MGMT INC DEL | $42.14万 | 0.34% | 1,834 | 106 | 6.1% | $2.44万 | 加仓 |
| AMAT | APPLIED MATLS INC | $42.72万 | 0.34% | 1,250 | 249 | 24.9% | $8.51万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $42.74万 | 0.34% | 1,265 | 479 | 60.9% | $16.18万 | 加仓 |
| MS | MORGAN STANLEY | $42.80万 | 0.34% | 2,601 | 206 | 8.6% | $3.39万 | 加仓 |
| SHYG | ISHARES TR | $43.02万 | 0.35% | 10,169 | 10,169 | — | $43.02万 | 新建仓 |
| DFIV | DIMENSIONAL ETF TRUST | $43.11万 | 0.35% | 8,167 | 0 | 0.0% | — | 不变 |
| IVV | ISHARES TR | $44.81万 | 0.36% | 686 | 686 | — | $44.81万 | 新建仓 |
| AEM | AGNICO EAGLE MINES LTD | $45.49万 | 0.37% | 2,241 | 0 | 0.0% | — | 不变 |
| VBK | VANGUARD INDEX FDS | $45.67万 | 0.37% | 1,511 | 634 | 72.3% | $19.16万 | 加仓 |
| CAT | CATERPILLAR INC | $47.11万 | 0.38% | 665 | 154 | 30.1% | $10.91万 | 加仓 |
| CSCO | CISCO SYS INC | $47.12万 | 0.38% | 6,073 | 990 | 19.5% | $7.68万 | 加仓 |
| CRM | SALESFORCE INC | $47.23万 | 0.38% | 2,530 | 2,530 | — | $47.23万 | 新建仓 |
| BAC | BANK AMERICA CORP | $48.16万 | 0.39% | 9,879 | 4,032 | 69.0% | $19.66万 | 加仓 |
| EMR | EMERSON ELEC CO | $49.01万 | 0.39% | 3,741 | 186 | 5.2% | $2.44万 | 加仓 |
| WFC | WELLS FARGO & CO | $50.23万 | 0.40% | 6,309 | 764 | 13.8% | $6.08万 | 加仓 |
| ITW | ILLINOIS TOOL WKS INC | $50.94万 | 0.41% | 1,957 | 72 | 3.8% | $1.87万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $54.22万 | 0.44% | 3,754 | 412 | 12.3% | $5.95万 | 加仓 |
| DAL | DELTA AIR LINES INC | $54.38万 | 0.44% | 8,180 | 8,180 | — | $54.38万 | 新建仓 |
| CLS | CELESTICA INC | $55.07万 | 0.44% | 1,955 | 0 | 0.0% | — | 不变 |
| COP | CONOCOPHILLIPS | $55.20万 | 0.44% | 4,182 | 135 | 3.3% | $1.78万 | 加仓 |
| TRV | TRAVELERS COMPANIES INC | $57.08万 | 0.46% | 1,957 | 58 | 3.1% | $1.69万 | 加仓 |
| GILD | GILEAD SCIENCES INC | $59.18万 | 0.48% | 4,246 | 143 | 3.5% | $1.99万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $63.11万 | 0.51% | 746 | 119 | 19.0% | $10.07万 | 加仓 |
| MCD | MCDONALDS CORP | $63.31万 | 0.51% | 2,037 | 133 | 7.0% | $4.13万 | 加仓 |
| MRK | MERCK & CO INC | $65.52万 | 0.53% | 5,447 | 105 | 2.0% | $1.26万 | 加仓 |
| APO | APOLLO GLOBAL MGMT INC | $66.31万 | 0.53% | 5,951 | 28 | 0.5% | $3,120 | 加仓 |
| LRCX | LAM RESEARCH CORP | $66.85万 | 0.54% | 3,129 | 600 | 23.7% | $12.82万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $67.07万 | 0.54% | 2,744 | 460 | 20.1% | $11.24万 | 加仓 |
| ANET | ARISTA NETWORKS INC | $68.89万 | 0.55% | 5,611 | 1,318 | 30.7% | $16.18万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $69.21万 | 0.56% | 3,402 | 261 | 8.3% | $5.31万 | 加仓 |