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 |
|---|---|---|---|---|---|---|---|---|
| AXP | AMERICAN EXPRESS CO | $26.29万 | 0.21% | 869 | 177 | 25.6% | $5.35万 | 加仓 |
| CARR | CARRIER GLOBAL CORPORATION | $26.18万 | 0.21% | 4,650 | 208 | 4.7% | $1.17万 | 加仓 |
| CL | COLGATE PALMOLIVE CO | $26.15万 | 0.21% | 3,068 | 106 | 3.6% | $9,034 | 加仓 |
| MCK | MCKESSON CORP | $25.96万 | 0.21% | 300 | 25 | 9.1% | $2.16万 | 加仓 |
| DISV | DIMENSIONAL ETF TRUST | $25.76万 | 0.21% | 6,532 | 6,532 | — | $25.76万 | 新建仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $25.70万 | 0.21% | 656 | 656 | — | $25.70万 | 新建仓 |
| VLO | VALERO ENERGY CORP | $25.67万 | 0.21% | 1,039 | 1,039 | — | $25.67万 | 新建仓 |
| KO | COCA COLA CO | $25.48万 | 0.20% | 3,351 | 305 | 10.0% | $2.32万 | 加仓 |
| SNDK | SANDISK CORP | $24.84万 | 0.20% | 391 | 391 | — | $24.84万 | 新建仓 |
| DFEV | DIMENSIONAL ETF TRUST | $24.81万 | 0.20% | 6,934 | 6,934 | — | $24.81万 | 新建仓 |
| RCL | ROYAL CARIBBEAN GROUP | $24.68万 | 0.20% | 897 | 70 | 8.5% | $1.93万 | 加仓 |
| CNI | CANADIAN NATL RY CO | $24.66万 | 0.20% | 2,400 | 0 | 0.0% | — | 不变 |
| SLB | SLB LIMITED | $24.48万 | 0.20% | 4,763 | 4,763 | — | $24.48万 | 新建仓 |
| APP | APPLOVIN CORP | $23.92万 | 0.19% | 601 | -82 | -12.0% | -$3.26万 | 减仓 |
| LOW | LOWES COS INC | $23.60万 | 0.19% | 999 | 58 | 6.2% | $1.37万 | 加仓 |
| FITB | FIFTH THIRD BANCORP | $23.10万 | 0.19% | 4,971 | 4,971 | — | $23.10万 | 新建仓 |
| MUB | ISHARES TR | $23.06万 | 0.19% | 2,172 | 0 | 0.0% | — | 不变 |
| ISRG | INTUITIVE SURGICAL INC | $22.96万 | 0.18% | 498 | 84 | 20.3% | $3.87万 | 加仓 |
| MMM | 3M CO | $22.93万 | 0.18% | 1,579 | -6 | -0.4% | -$871 | 减仓 |
| MGK | VANGUARD WORLD FD | $22.82万 | 0.18% | 621 | 0 | 0.0% | — | 不变 |
| SYY | SYSCO CORP | $22.66万 | 0.18% | 3,177 | 11 | 0.3% | $785 | 加仓 |
| UNP | UNION PAC CORP | $22.32万 | 0.18% | 920 | 920 | — | $22.32万 | 新建仓 |
| RTX | RTX CORPORATION | $22.30万 | 0.18% | 1,156 | 1,156 | — | $22.30万 | 新建仓 |
| VMBS | VANGUARD SCOTTSDALE FDS | $22.30万 | 0.18% | 4,749 | 4,749 | — | $22.30万 | 新建仓 |
| COF | CAPITAL ONE FINL CORP | $21.95万 | 0.18% | 1,203 | 173 | 16.8% | $3.16万 | 加仓 |
| HAL | HALLIBURTON CO | $21.24万 | 0.17% | 5,448 | 5,448 | — | $21.24万 | 新建仓 |
| MRX | MAREX GROUP PLC | $21.23万 | 0.17% | 4,762 | 4,762 | — | $21.23万 | 新建仓 |
| GPC | GENUINE PARTS CO | $21.16万 | 0.17% | 2,001 | 143 | 7.7% | $1.51万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $21.14万 | 0.17% | 423 | -339 | -44.5% | -$16.94万 | 减仓 |
| IDXX | IDEXX LABS INC | $20.79万 | 0.17% | 370 | 37 | 11.1% | $2.08万 | 加仓 |
| ATI | ATI INC | $20.76万 | 0.17% | 1,427 | 1,427 | — | $20.76万 | 新建仓 |
| CB | CHUBB LTD SWITZ | $20.53万 | 0.17% | 630 | 630 | — | $20.53万 | 新建仓 |
| INTU | INTUIT | $20.45万 | 0.16% | 473 | 128 | 37.1% | $5.53万 | 加仓 |
| LIN | LINDE PLC | $20.13万 | 0.16% | 406 | 406 | — | $20.13万 | 新建仓 |
| SNPS | SYNOPSYS INC | $20.06万 | 0.16% | 506 | 506 | — | $20.06万 | 新建仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $20.03万 | 0.16% | 721 | 67 | 10.2% | $1.86万 | 加仓 |
| VSTS | VESTIS CORPORATION | $15.63万 | 0.13% | 19,882 | 7,226 | 57.1% | $5.68万 | 加仓 |
| NWL | NEWELL BRANDS INC | $4.31万 | 0.03% | 12,555 | 12,555 | — | $4.31万 | 新建仓 |
| 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 |