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Pitti Group Wealth Management, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心

Pitti Group Wealth Management, LLC

报告期 2026-03-31 · CIK 0001909664

持仓数

81

前50大市值合计

$115.0M

报告期

2026-03-31

当前持仓调仓

前 50 大持仓

标的

类型

市值

股数

占比*

EFA ISHARES TR

MSCI EAFE ETF

$17.1M

175,562

14.8%

ZALT INNOVATOR ETFS TRUST

U S EQ 10 BUFFER

$12.1M

372,509

10.5%

FHDG FIRST TR EXCHNG TRADED FD VI

FT VEST US EQUIT

$11.2M

332,514

9.8%

VTI VANGUARD INDEX FDS

TOTAL STK MKT

$8.0M

24,887

6.9%

JNJ JOHNSON & JOHNSON

COM

$5.1M

20,891

4.4%

BUFQ FIRST TR EXCHNG TRADED FD VI

FT VEST LADDERED

$3.9M

110,923

3.4%

META META PLATFORMS INC

CL A

$3.2M

5,579

2.8%

IJH ISHARES TR

CORE S&P MCP ETF

$3.0M

44,141

2.6%

GOOGL ALPHABET INC

CAP STK CL A

$2.7M

9,243

2.3%

SPYM SPDR SERIES TRUST

STATE STREET SPD

$2.6M

33,839

2.3%

— EXXON MOBIL CORP

COM

$2.5M

14,857

2.2%

VIG VANGUARD SPECIALIZED FUNDS

DIV APP ETF

$2.4M

11,232

2.1%

BA BOEING CO

COM

$2.3M

11,603

2.0%

NFLX NETFLIX INC.

COM

$2.1M

22,343

1.9%

NVDA NVIDIA CORPORATION

COM

$2.1M

11,805

1.8%

AMZN AMAZON COM INC

COM

$1.8M

8,670

1.6%

SPY STATE STR SPDR S&P 500 ETF T

TR UNIT

$1.8M

2,751

1.6%

RDVY FIRST TR EXCHANGE TRADED FD

RISNG DIVD ACHIV

$1.7M

24,785

1.5%

VXUS VANGUARD STAR FDS

VG TL INTL STK F

$1.7M

21,863

1.5%

GSY INVESCO ACTIVELY MANAGED EXC

ULTRA SHRT DUR

$1.6M

32,294

1.4%

AAPL APPLE INC

COM

$1.6M

6,248

1.4%

IVV ISHARES TR

CORE S&P500 ETF

$1.6M

2,377

1.4%

ISPY PROSHARES TR

S&P 500 HIGH INC

$1.5M

35,061

1.3%

IMCB ISHARES TR

MRGSTR MD CP ETF

$1.5M

17,674

1.3%

LLY ELI LILLY & CO

COM

$1.4M

1,505

1.2%

IWM ISHARES TR

RUSSELL 2000 ETF

$1.3M

5,192

1.1%

MSFT MICROSOFT CORP

COM

$1.3M

3,415

1.1%

BND VANGUARD BD INDEX FDS

TOTAL BND MRKT

$1.1M

14,764

0.9%

DDTO INNOVATOR ETFS TRUST

EQUITY DUAL DIRE

$1.1M

51,029

0.9%

BAC BANK AMERICA CORP

COM

$1.0M

21,241

0.9%

IBUF INNOVATOR ETFS TRUST

INTL DVLPD 10 BU

$828.6K

28,068

0.7%

LOW LOWES COS INC

COM

$825.7K

3,495

0.7%

FNOV FIRST TR EXCHNG TRADED FD VI

FT VEST US EQT

$800.3K

14,989

0.7%

— MEDTRONIC PLC

SHS

$757.4K

8,741

0.7%

SDVY FIRST TR EXCHANGE TRADED FD

SMID RISNG ETF

$754.2K

19,128

0.7%

QQQM INVESCO EXCH TRADED FD TR II

NASDAQ 100 ETF

$746.1K

3,140

0.6%

GOOG ALPHABET INC

CAP STK CL C

$743.0K

2,590

0.6%

MAR MARRIOTT INTL INC NEW

CL A

$729.3K

2,230

0.6%

AVUV AMERICAN CENTY ETF TR

US SML CP VALU

$694.2K

6,284

0.6%

JPM JPMORGAN CHASE & CO

COM

$658.2K

2,238

0.6%

QQQ INVESCO QQQ TR

UNIT SER 1

$643.0K

1,114

0.6%

EBUF INNOVATOR ETFS TRUST

EMERGING MRKT 10

$626.5K

21,236

0.5%

XDSQ INNOVATOR ETFS TRUST

US EQUITY ACCELE

$568.8K

14,370

0.5%

FOCT FIRST TR EXCHNG TRADED FD VI

FT VEST US EQT

$538.9K

11,302

0.5%

XJUN FIRST TR EXCHNG TRADED FD VI

FT VEST U.S

$516.6K

12,025

0.4%

NEE NEXTERA ENERGY INC

COM

$509.8K

5,489

0.4%

VZ VERIZON COMMUNICATIONS INC

COM

$503.0K

10,020

0.4%

FDEC FIRST TR EXCHNG TRADED FD VI

FT VEST UQ EQT

$483.2K

9,718

0.4%

QCOM QUALCOMM INC

COM

$481.2K

3,737

0.4%

PYPL PAYPAL HLDGS INC

COM

$465.1K

10,283

0.4%

* 占比按本页前 50 大持仓市值合计计算

持仓集中度按前 50 大市值

50%前 6 大占比

EFA14.8%ZALT10.5%FHDG9.8%VTI6.9%JNJ4.4%BUFQ3.4%