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Petix & Botte Co 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Petix & Botte Co
报告期 2026-03-31 · CIK 0001803255
持仓数
137
前50大市值合计
$402.7M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
21Q2
24Q2 调仓
2024-03-31 → 2024-06-30 · 共 150 项
建仓 26
增持 57
减持 22
清仓 45
方向
标的
Δ市值
现股数(环比)
减持
VTV
VANGUARD INDEX FDS
-$17.0M
5,990
-95%
增持
IUSG
ISHARES TR
+$16.6M
254,373
+89%
减持
IEFA
ISHARES TR
-$12.9M
40,243
-81%
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
增持
IUSV
ISHARES TR
+$12.6M
300,893
+95%
减持
GOVT
ISHARES TR
-$11.6M
26,564
-95%
增持
FVD
FIRST TR VALUE LINE DIVID IN
+$11.0M
564,212
+98%
增持
LMBS
FIRST TR EXCHANGE-TRADED FD
+$10.7M
451,574
+99%
清仓
LQD
ISHARES TR
-$10.1M
0
-100%
减持
IJR
ISHARES TR
-$9.5M
2,363
-97%
减持
IWF
ISHARES TR
-$9.3M
4,764
-85%
减持
VUG
VANGUARD INDEX FDS
-$8.7M
26,745
-51%
增持
FTGC
FIRST TR EXCHANGE TRAD FD VI
+$8.3M
703,693
+96%
增持
BND
VANGUARD BD INDEX FDS
+$7.9M
243,494
+83%
减持
VEA
VANGUARD TAX-MANAGED FDS
-$6.7M
16,624
-89%
减持
BNDX
VANGUARD CHARLOTTE FDS
-$6.6M
127,350
-51%
增持
VCIT
VANGUARD SCOTTSDALE FDS
+$6.5M
217,159
+62%
减持
USHY
ISHARES TR
-$6.3M
20,938
-89%
增持
COST
COSTCO WHSL CORP NEW
+$5.8M
11,918
+100%
减持
HYG
ISHARES TR
-$5.5M
14,533
-83%
增持
FTSM
FIRST TR EXCHANGE-TRADED FD
+$5.5M
187,156
+96%
清仓
IWB
ISHARES TR
-$5.3M
0
-100%
清仓
SPDW
SPDR INDEX SHS FDS
-$4.8M
0
-100%
增持
CWB
SPDR SER TR
+$4.7M
133,754
+100%
清仓
SCHG
SCHWAB STRATEGIC TR
-$4.7M
0
-100%
清仓
SPYV
SPDR SER TR
-$4.7M
0
-100%
清仓
USRT
ISHARES TR
-$4.5M
0
-100%
减持
VV
VANGUARD INDEX FDS
-$4.4M
2,982
-86%
增持
SRLN
SSGA ACTIVE ETF TR
+$4.2M
204,095
+100%
清仓
IWD
ISHARES TR
-$4.0M
0
-100%
增持
VTI
VANGUARD INDEX FDS
+$3.9M
30,871
+83%
增持
QQQ
INVESCO QQQ TR
+$3.7M
14,644
+97%
清仓
SHY
ISHARES TR
-$3.6M
0
-100%
增持
AAPL
APPLE INC
+$3.4M
31,424
+67%
清仓
IGOV
ISHARES TR
-$3.4M
0
-100%
清仓
VCSH
VANGUARD SCOTTSDALE FDS
-$3.3M
0
-100%
减持
VWO
VANGUARD INTL EQUITY INDEX F
-$3.3M
18,379
-81%
清仓
IVV
ISHARES TR
-$3.0M
0
-100%
清仓
VONE
VANGUARD SCOTTSDALE FDS
-$3.0M
0
-100%
增持
XLE
SELECT SECTOR SPDR TR
+$2.9M
66,678
+99%
减持
VB
VANGUARD INDEX FDS
-$2.9M
14,618
-45%
清仓
VONV
VANGUARD SCOTTSDALE FDS
-$2.8M
0
-100%
增持
USMV
ISHARES TR
+$2.6M
63,078
+97%
清仓
IAGG
ISHARES TR
-$2.5M
0
-100%
清仓
ESGV
VANGUARD WORLD FD
-$2.3M
0
-100%
减持
VO
VANGUARD INDEX FDS
-$2.0M
7,742
-50%
清仓
DSI
ISHARES TR
-$2.0M
0
-100%
清仓
SPSM
SPDR SER TR
-$1.9M
0
-100%
增持
VOE
VANGUARD INDEX FDS
+$1.8M
40,503
+49%
增持
VYM
VANGUARD WHITEHALL FDS
+$1.7M
30,818
+89%
清仓
SPEM
SPDR INDEX SHS FDS
-$1.6M
0
-100%
增持
QCOM
QUALCOMM INC
+$1.5M
14,462
+84%
清仓
SUSC
ISHARES TR
-$1.5M
0
-100%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$1.3M
14,316
+100%
清仓
TIP
ISHARES TR
-$1.3M
0
-100%
减持
VBK
VANGUARD INDEX FDS
-$1.2M
1,860
-71%
清仓
DJP
BARCLAYS BANK PLC
-$1.2M
0
-100%
增持
MSFT
MICROSOFT CORP
+$1.2M
4,868
+100%
清仓
ECL
ECOLAB INC
-$1.1M
0
-100%
增持
VHT
VANGUARD WORLD FD
+$1.1M
8,392
+100%
增持
IJH
ISHARES TR
+$1.1M
301,223
+11%
清仓
VGIT
VANGUARD SCOTTSDALE FDS
-$1.1M
0
-100%
清仓
VSGX
VANGUARD WORLD FD
-$1.0M
0
-100%
清仓
VTWV
VANGUARD SCOTTSDALE FDS
-$1.0M
0
-100%
清仓
CMF
ISHARES TR
-$977.8K
0
-100%
增持
SRE
SEMPRA
+$968.0K
23,980
+101%
清仓
ESML
ISHARES TR
-$957.1K
0
-100%
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$956.5K
34,221
+124%
增持
GLDM
WORLD GOLD TR
+$955.4K
39,228
+103%
增持
MGV
VANGUARD WORLD FD
+$920.8K
15,675
+100%
减持
VOT
VANGUARD INDEX FDS
-$853.4K
2,212
-62%
增持
NVDA
NVIDIA CORPORATION
+$823.6K
10,280
+1981%
清仓
SLYG
SPDR SER TR
-$778.8K
0
-100%
增持
PZA
INVESCO EXCH TRADED FD TR II
+$746.5K
63,452
+100%
增持
IWM
ISHARES TR
+$741.2K
8,375
+84%
增持
VNQ
VANGUARD INDEX FDS
+$727.2K
48,430
+26%
增持
ABBV
ABBVIE INC
+$693.5K
8,618
+100%
清仓
STIP
ISHARES TR
-$641.6K
0
-100%
增持
PWR
QUANTA SVCS INC
+$626.4K
5,044
+100%
增持
NOBL
PROSHARES TR
+$621.3K
13,678
+100%
清仓
BSV
VANGUARD BD INDEX FDS
-$618.8K
0
-100%
清仓
HYXF
ISHARES TR
-$612.9K
0
-100%
增持
IDV
ISHARES TR
+$608.5K
44,572
+100%
增持
GSY
POWERSHARES ACTIVELY MANAGED
+$601.8K
24,269
+99%
减持
IEMG
ISHARES INC
-$593.1K
23,446
-35%
增持
MCD
MCDONALDS CORP
+$564.3K
4,956
+100%
增持
LLY
ELI LILLY & CO
+$545.6K
936
+141%
减持
VBR
VANGUARD INDEX FDS
-$524.5K
7,711
-23%
减持
AGG
ISHARES TR
-$514.4K
3,708
-58%
清仓
XJH
ISHARES TR
-$513.0K
0
-100%
增持
OMFL
INVESCO EXCH TRD SLF IDX FD
+$498.2K
16,484
+148%
增持
GOOGL
ALPHABET INC
+$487.6K
4,570
+100%
增持
AFL
AFLAC INC
+$465.1K
10,028
+100%
增持
HD
HOME DEPOT INC
+$453.2K
3,034
+97%
建仓
TKO
TKO GROUP HOLDINGS INC
+$441.5K
4,088
清仓
SCHP
SCHWAB STRATEGIC TR
-$436.2K
0
-100%
增持
PFF
ISHARES TR
+$422.4K
27,154
+102%
清仓
NEE
NEXTERA ENERGY INC
-$403.0K
0
-100%
增持
GLD
SPDR GOLD TR
+$393.9K
3,512
+100%
增持
ABT
ABBOTT LABS
+$391.2K
8,310
+100%
增持
VXF
VANGUARD INDEX FDS
+$377.4K
4,651
+100%
增持
RDVY
FIRST TR EXCHANGE-TRADED FD
+$355.7K
13,338
+100%
减持
EFA
ISHARES TR
-$347.6K
5,546
-43%
建仓
EMB
ISHARES TR
+$342.0K
3,865
增持
IVW
ISHARES TR
+$331.5K
6,597
+100%
建仓
JPM
JPMORGAN CHASE & CO.
+$326.9K
1,616
建仓
IYW
ISHARES TR
+$321.0K
2,133
增持
MDY
SPDR S&P MIDCAP 400 ETF TR
+$319.6K
1,450
+77%
建仓
O
REALTY INCOME CORP
+$318.4K
6,028
建仓
ORCL
ORACLE CORP
+$309.8K
2,194
建仓
SFM
SPROUTS FMRS MKT INC
+$307.4K
3,674
清仓
ESGD
ISHARES TR
-$301.0K
0
-100%
增持
BAC
BANK AMERICA CORP
+$298.3K
14,334
+100%
清仓
EEM
ISHARES TR
-$297.8K
0
-100%
建仓
NFLX
NETFLIX INC
+$295.6K
438
清仓
IWR
ISHARES TR
-$295.5K
0
-100%
建仓
SYK
STRYKER CORPORATION
+$292.6K
860
建仓
PFE
PFIZER INC
+$289.0K
10,328
建仓
SCHX
SCHWAB STRATEGIC TR
+$288.4K
4,488
清仓
XVV
ISHARES TR
-$283.0K
0
-100%
建仓
FXZ
FIRST TR EXCHANGE TRADED FD
+$280.0K
4,320
清仓
SLQD
ISHARES TR
-$277.1K
0
-100%
增持
AMZN
AMAZON COM INC
+$276.2K
2,680
+100%
建仓
FSK
FS KKR CAP CORP
+$275.7K
13,976
减持
SPY
SPDR S&P 500 ETF TR
-$266.1K
570
-48%
建仓
INTU
INTUIT
+$262.9K
400
清仓
AOA
ISHARES TR
-$257.5K
0
-100%
增持
TJX
TJX COS INC NEW
+$252.9K
4,258
+100%
增持
FMF
FIRST TR EXCHANGE-TRADED FD
+$246.6K
10,550
+100%
增持
PG
PROCTER AND GAMBLE CO
+$244.7K
2,920
+100%
建仓
HRL
HORMEL FOODS CORP
+$244.4K
8,014
清仓
VOO
VANGUARD INDEX FDS
-$242.8K
0
-100%
清仓
MUB
ISHARES TR
-$241.1K
0
-100%
建仓
TSLA
TESLA INC
+$239.4K
1,210
清仓
SPIB
SPDR SER TR
-$238.5K
0
-100%
建仓
VDE
VANGUARD WORLD FD
+$235.2K
1,844
增持
GOOG
ALPHABET INC
+$234.5K
2,590
+64%
建仓
FDN
FIRST TR EXCHANGE-TRADED FD
+$232.8K
1,136
建仓
VT
VANGUARD INTL EQUITY INDEX F
+$232.2K
2,062
建仓
VRP
INVESCO EXCH TRADED FD TR II
+$230.8K
9,632
建仓
WFC
WELLS FARGO CO NEW
+$227.3K
3,828
建仓
PSA
PUBLIC STORAGE OPER CO
+$219.8K
764
建仓
FDT
FIRST TR EXCH TRD ALPHDX FD
+$218.7K
3,972
清仓
ESGE
ISHARES INC
-$216.6K
0
-100%
建仓
FXO
FIRST TR EXCHANGE TRADED FD
+$216.3K
4,672
建仓
VZ
VERIZON COMMUNICATIONS INC
+$215.8K
5,234
建仓
NSC
NORFOLK SOUTHN CORP
+$214.7K
1,000
增持
PKW
INVESCO EXCHANGE TRADED FD T
+$213.9K
4,296
+100%
减持
VTIP
VANGUARD MALVERN FDS
-$212.5K
6,450
-41%
增持
BIV
VANGUARD BD INDEX FDS
+$211.2K
8,285
+53%
清仓
TOTL
SSGA ACTIVE ETF TR
-$209.9K
0
-100%
