Ponta Wealth Partners, LLC
WINTER PARK FL · SEC CIK 0002107740
$1.87亿2026Q2 申报市值
199持仓数
36.0%前十大占比 · 第一大 7.2%
62 / 5新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
NVDA 加仓+$342.39万
DFLV 加仓+$319.78万
AAPL 加仓+$147.75万
VUG 重新持有+$144.76万
PMAY 新建仓+$125.06万
2026Q2 卖出最多 按季末市值估算
DFUS 清仓-$318.79万
DFAE 减仓-$169.36万
META 减仓-$90.80万
PANW 重新持有-$27.42万
CARR 清仓-$26.18万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | $1,340.18万 | 7.17% | 66,979 | 17,112 | 34.3% | $342.39万 | 加仓 |
| AAPL | APPLE INC | $1,276.54万 | 6.83% | 44,116 | 5,106 | 13.1% | $147.75万 | 加仓 |
| GOOG | ALPHABET INC | $696.59万 | 3.73% | 19,715 | 1,550 | 8.5% | $54.77万 | 加仓 |
| MSFT | MICROSOFT CORP | $683.41万 | 3.66% | 18,321 | 3,134 | 20.6% | $116.90万 | 加仓 |
| DFIC | DIMENSIONAL ETF TRUST | $638.71万 | 3.42% | 171,420 | 14,370 | 9.1% | $53.54万 | 加仓 |
| AMZN | AMAZON COM INC | $546.23万 | 2.92% | 22,918 | 3,299 | 16.8% | $78.63万 | 加仓 |
| GOOGL | ALPHABET INC | $464.47万 | 2.49% | 12,997 | 1,681 | 14.9% | $60.07万 | 加仓 |
| DFLV | DIMENSIONAL ETF TRUST | $398.10万 | 2.13% | 100,683 | 80,876 | 408.3% | $319.78万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $376.00万 | 2.01% | 11,487 | 3,142 | 37.7% | $102.85万 | 加仓 |
| AVGO | BROADCOM INC | $315.57万 | 1.69% | 8,354 | 1,703 | 25.6% | $64.33万 | 加仓 |
| DFAX | DIMENSIONAL ETF TRUST | $294.59万 | 1.58% | 79,964 | 32,489 | 68.4% | $119.69万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $291.18万 | 1.56% | 41,657 | 10,721 | 34.7% | $74.94万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $284.70万 | 1.52% | 4,901 | 1,499 | 44.1% | $87.08万 | 加仓 |
| V | VISA INC | $279.93万 | 1.50% | 8,159 | 947 | 13.1% | $32.49万 | 加仓 |
| LLY | ELI LILLY & CO | $234.97万 | 1.26% | 1,959 | 689 | 54.3% | $82.64万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $230.01万 | 1.23% | 3,080 | 0 | 0.0% | — | 不变 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $213.52万 | 1.14% | 4,267 | 260 | 6.5% | $13.01万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $211.47万 | 1.13% | 1,832 | 567 | 44.8% | $65.45万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $193.18万 | 1.03% | 46,293 | 16,281 | 54.2% | $67.94万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $183.91万 | 0.98% | 21,350 | 16,805 | 369.7% | $144.76万 | 重新持有 |
| — | EXXON MOBIL CORP | $180.70万 | 0.97% | 13,217 | 1,470 | 12.5% | $20.10万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $170.43万 | 0.91% | 3,933 | 804 | 25.7% | $34.84万 | 加仓 |
| IWS | ISHARES TR | $158.84万 | 0.85% | 9,650 | 0 | 0.0% | — | 不变 |
| VTV | VANGUARD INDEX FDS | $151.16万 | 0.81% | 6,936 | 0 | 0.0% | — | 不变 |
| COST | COSTCO WHOLESALE CORPORATION | $139.10万 | 0.74% | 1,487 | 136 | 10.1% | $12.72万 | 加仓 |
| WMT | WALMART INC | $138.62万 | 0.74% | 12,239 | 3,142 | 34.5% | $35.59万 | 加仓 |
| TSLA | TESLA INC | $131.77万 | 0.71% | 3,133 | 746 | 31.3% | $31.38万 | 加仓 |
| META | META PLATFORMS INC | $130.01万 | 0.70% | 2,308 | -1,612 | -41.1% | -$90.80万 | 减仓 |
| PMAY | INNOVATOR ETFS TRUST | $125.06万 | 0.67% | 30,280 | 30,280 | — | $125.06万 | 新建仓 |
| PH | PARKER-HANNIFIN CORP | $124.12万 | 0.66% | 1,269 | 57 | 4.7% | $5.58万 | 加仓 |
| INTC | INTEL CORP | $122.15万 | 0.65% | 8,748 | 8,748 | — | $122.15万 | 新建仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $119.54万 | 0.64% | 10,246 | 388 | 3.9% | $4.53万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $119.13万 | 0.64% | 30,712 | 4,284 | 16.2% | $16.62万 | 加仓 |
| AMAT | APPLIED MATLS INC | $118.79万 | 0.64% | 1,643 | 393 | 31.4% | $28.41万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $109.43万 | 0.59% | 1,082 | 336 | 45.0% | $33.98万 | 加仓 |
| VBK | VANGUARD INDEX FDS | $108.54万 | 0.58% | 2,968 | 1,457 | 96.4% | $53.28万 | 加仓 |
| ETN | EATON CORP PLC | $106.96万 | 0.57% | 2,510 | 209 | 9.1% | $8.91万 | 加仓 |
| DE | DEERE & CO | $106.38万 | 0.57% | 1,677 | 133 | 8.6% | $8.44万 | 加仓 |
| TJX | TJX COS INC NEW | $101.93万 | 0.55% | 6,728 | 780 | 13.1% | $11.82万 | 加仓 |
| CAT | CATERPILLAR INC | $100.31万 | 0.54% | 942 | 277 | 41.7% | $29.50万 | 加仓 |
| KLAC | KLA CORP | $99.56万 | 0.53% | 3,300 | 1,000 | 43.5% | $30.17万 | 加仓 |
| SNDK | SANDISK CORP | $96.86万 | 0.52% | 426 | 35 | 9.0% | $7.96万 | 加仓 |
| CEG | CONSTELLATION ENERGY CORP | $96.47万 | 0.52% | 3,884 | 166 | 4.5% | $4.12万 | 加仓 |
| IMCG | ISHARES TR | $96.08万 | 0.51% | 9,774 | 0 | 0.0% | — | 不变 |
| VONG | VANGUARD SCOTTSDALE FDS | $95.30万 | 0.51% | 7,456 | 0 | 0.0% | — | 不变 |
| NFLX | NETFLIX INC. | $92.29万 | 0.49% | 12,926 | 3,247 | 33.5% | $23.18万 | 加仓 |
| NOW | SERVICENOW INC | $91.96万 | 0.49% | 9,263 | -226 | -2.4% | -$2.24万 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $90.51万 | 0.48% | 1,186 | 127 | 12.0% | $9.69万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $88.97万 | 0.48% | 3,503 | 759 | 27.7% | $19.28万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $87.47万 | 0.47% | 1,717 | 67 | 4.1% | $3.41万 | 加仓 |
| DFNM | DIMENSIONAL ETF TRUST | $87.46万 | 0.47% | 18,094 | -336 | -1.8% | -$1.62万 | 减仓 |
| ABBV | ABBVIE INC | $85.94万 | 0.46% | 3,415 | 180 | 5.6% | $4.53万 | 加仓 |
| ANET | ARISTA NETWORKS INC | $83.24万 | 0.45% | 4,900 | -711 | -12.7% | -$12.08万 | 减仓 |
| VTEB | VANGUARD MUN BD FDS | $82.44万 | 0.44% | 16,298 | 1,540 | 10.4% | $7.79万 | 加仓 |
| GE | GE AEROSPACE | $82.41万 | 0.44% | 2,205 | 820 | 59.2% | $30.65万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $81.33万 | 0.44% | 2,892 | -48 | -1.6% | -$1.35万 | 减仓 |
| CSCO | CISCO SYS INC | $80.77万 | 0.43% | 6,876 | 803 | 13.2% | $9.43万 | 加仓 |
| BAC | BANK OF AMER CORP | $79.82万 | 0.43% | 14,008 | 4,129 | 41.8% | $23.53万 | 加仓 |
| DAL | DELTA AIR LINES INC | $79.19万 | 0.42% | 8,455 | 275 | 3.4% | $2.58万 | 加仓 |
| CVX | CHEVRON CORPORATION | $78.87万 | 0.42% | 4,758 | 306 | 6.9% | $5.07万 | 加仓 |
| MS | MORGAN STANLEY | $78.47万 | 0.42% | 3,754 | 1,153 | 44.3% | $24.10万 | 加仓 |
| WFC | WELLS FARGO & CO | $76.35万 | 0.41% | 9,239 | 2,930 | 46.4% | $24.21万 | 加仓 |
| GILD | GILEAD SCIENCES INC | $76.08万 | 0.41% | 6,022 | 1,776 | 41.8% | $22.44万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $74.99万 | 0.40% | 2,199 | -804 | -26.8% | -$27.42万 | 重新持有 |
| MRK | MERCK & CO INC | $74.74万 | 0.40% | 5,816 | 369 | 6.8% | $4.74万 | 加仓 |
| C | CITIGROUP INC | $74.44万 | 0.40% | 5,319 | 1,794 | 50.9% | $25.11万 | 加仓 |
| CLS | CELESTICA INC | $71.32万 | 0.38% | 1,955 | 0 | 0.0% | — | 不变 |
| APO | APOLLO GLOBAL MGMT INC | $70.97万 | 0.38% | 5,999 | 48 | 0.8% | $5,679 | 加仓 |
| TRV | TRAVELERS COMPANIES INC | $70.32万 | 0.38% | 2,130 | 173 | 8.8% | $5.71万 | 加仓 |
| NEM | NEWMONT CORP | $69.23万 | 0.37% | 7,412 | 442 | 6.3% | $4.13万 | 加仓 |
| PAPR | INNOVATOR ETFS TRUST | $69.14万 | 0.37% | 16,385 | 16,385 | — | $69.14万 | 新建仓 |
| GEV | GE VERNOVA INC | $67.79万 | 0.36% | 577 | 194 | 50.7% | $22.79万 | 加仓 |
| DFCF | DIMENSIONAL ETF TRUST | $67.70万 | 0.36% | 16,038 | 9,123 | 131.9% | $38.51万 | 加仓 |
| MET | METLIFE INC | $67.60万 | 0.36% | 7,990 | 2,882 | 56.4% | $24.38万 | 加仓 |
| QQQI | NEOS ETF TRUST | $64.94万 | 0.35% | 11,435 | 11,435 | — | $64.94万 | 新建仓 |
| PG | PROCTER & GAMBLE CO | $64.55万 | 0.35% | 4,402 | 648 | 17.3% | $9.50万 | 加仓 |
| SPYI | NEOS ETF TRUST | $64.52万 | 0.35% | 12,153 | 12,153 | — | $64.52万 | 新建仓 |
| PJUN | INNOVATOR ETFS TRUST | $61.37万 | 0.33% | 14,195 | 14,195 | — | $61.37万 | 新建仓 |
| ITW | ILLINOIS TOOL WKS INC | $59.99万 | 0.32% | 2,218 | 261 | 13.3% | $7.06万 | 加仓 |
| DGCB | DIMENSIONAL ETF TRUST | $58.94万 | 0.32% | 10,781 | 10,781 | — | $58.94万 | 新建仓 |
| MCD | MCDONALDS CORP | $57.90万 | 0.31% | 2,142 | 105 | 5.2% | $2.84万 | 加仓 |
| BSX | BOSTON SCIENTIFIC CORP | $56.17万 | 0.30% | 13,160 | 13,160 | — | $56.17万 | 新建仓 |
| EMR | EMERSON ELEC CO | $55.54万 | 0.30% | 3,880 | 139 | 3.7% | $1.99万 | 加仓 |
| ORCL | ORACLE CORP | $54.63万 | 0.29% | 3,728 | 1,097 | 41.7% | $16.08万 | 加仓 |
| COP | CONOCOPHILLIPS | $52.91万 | 0.28% | 5,089 | 907 | 21.7% | $9.43万 | 加仓 |
| CFG | CITIZENS FINL GROUP INC | $52.34万 | 0.28% | 7,469 | 1,868 | 33.4% | $13.09万 | 加仓 |
| PNC | PNC FINL SVCS GROUP INC | $52.10万 | 0.28% | 2,116 | 175 | 9.0% | $4.31万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $51.79万 | 0.28% | 1,246 | 1,246 | — | $51.79万 | 新建仓 |
| IVV | ISHARES TR | $51.38万 | 0.27% | 686 | 0 | 0.0% | — | 不变 |
| HD | HOME DEPOT INC | $50.36万 | 0.27% | 1,428 | 518 | 56.9% | $18.27万 | 加仓 |
| CRM | SALESFORCE INC | $50.23万 | 0.27% | 3,206 | 676 | 26.7% | $10.59万 | 加仓 |
| WAY | WAYSTAR HLDG CORP | $49.20万 | 0.26% | 23,967 | 23,967 | — | $49.20万 | 新建仓 |
| MRVL | MARVELL TECHNOLOGY INC | $48.62万 | 0.26% | 1,632 | 1,632 | — | $48.62万 | 新建仓 |
| IBKR | INTERACTIVE BROKERS GROUP IN | $47.64万 | 0.25% | 5,473 | 0 | 0.0% | — | 不变 |
| FITB | FIFTH THIRD BANCORP | $45.30万 | 0.24% | 8,036 | 3,065 | 61.7% | $17.28万 | 加仓 |
| DFIV | DIMENSIONAL ETF TRUST | $44.12万 | 0.24% | 8,167 | 0 | 0.0% | — | 不变 |
| USB | US BANCORP | $44.07万 | 0.24% | 7,296 | 293 | 4.2% | $1.77万 | 加仓 |
| APP | APPLOVIN CORP | $43.54万 | 0.23% | 845 | 244 | 40.6% | $12.57万 | 加仓 |
| WM | WASTE MGMT INC DEL | $43.51万 | 0.23% | 1,952 | 118 | 6.4% | $2.63万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $43.41万 | 0.23% | 13,683 | 13,683 | — | $43.41万 | 新建仓 |