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PROATHLETE WEALTH MANAGEMENT LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
PROATHLETE WEALTH MANAGEMENT LLC
报告期 2026-03-31 · CIK 0002012065
持仓数
296
前50大市值合计
$349.9M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($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
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 150 项
建仓 103
增持 43
减持 4
方向
标的
Δ市值
现股数(环比)
增持
IWD
ISHARES RUSSELL 1000
+$1.4M
70,202
+10%
增持
IWF
ISHARES RUSSELL 1000
-$1.2M
70,801
+6%
增持
IEFA
ISHARES CORE MSCI EAFE
+$1.1M
168,357
+2%
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
AVDE
AVANTIS INTERNATIONAL
+$758.6K
66,537
+12%
增持
IJR
ISHARES CORE S&P SMALL
-$666.5K
195,698
+7%
增持
IBIT
ISHARES BITCOIN ETF
-$566.6K
144,408
+5%
增持
IEI
ISHARES 3-7 YEAR TRERY
+$561.9K
50,452
+8%
减持
MSFT
MICROSOFT CORP
-$529.1K
11,356
-0%
增持
VWO
VANGUARD FTSE EMERGING
+$522.2K
141,906
+6%
减持
NVDA
NVIDIA CORP
-$461.2K
17,480
-0%
增持
GOOGL
ALPHABET INC
-$454.5K
13,715
+1%
增持
IVV
ISHARES CORE S&P 500
+$437.4K
120,866
+5%
增持
VEA
VANGUARD FTSE DEVELOPED
+$425.6K
47,875
+14%
增持
AMZN
AMAZON.COM INC
-$355.8K
12,951
+1%
增持
MUB
ISHARES NATIONAL MUNI
+$334.3K
51,452
+8%
增持
QQQ
INVESCO QQQ TRUST
-$309.5K
28,020
+6%
增持
TSLA
TESLA INC
-$280.7K
2,317
+6%
增持
PGR
PROGRESSIVE CORP OH
+$224.1K
5,017
+0%
增持
NEAR
ISHARES SHORT DURATN BND
+$208.1K
149,778
+2%
建仓
ABBV
ABBVIE INC
+$202.0K
964
建仓
JNJ
JOHNSON & JOHNSON
+$179.9K
1,084
建仓
EEM
ISHARES MSCI EMERGING
+$173.1K
3,959
建仓
GD
GENERAL DYNAMICS CORP
+$164.6K
603
建仓
SO
SOUTHERN CO
+$162.2K
1,763
增持
AVMC
AVANTIS US MID CAP
+$161.8K
147,669
+7%
建仓
AJG
GALLAGHER ARTHUR J & CO
+$161.4K
467
建仓
CVX
CHEVRON CORP NEW
+$159.0K
950
建仓
AOM
ISHARES CORE 40 60 MOD
+$158.9K
3,620
增持
IBM
IBM CORP
+$155.9K
4,663
+2%
建仓
BMY
BRISTOL MYERS SQUIBB CO
+$148.6K
2,436
建仓
MCD
MCDONALDS CORP
+$139.5K
446
建仓
CSGP
COSTAR GROUP INC
+$132.0K
1,666
建仓
IEMG
ISHARES CORE MSCI
+$131.9K
2,441
建仓
ADI
ANALOG DEVICES INC
+$125.3K
621
建仓
REG
REGENCY CTRS CORP
+$124.4K
1,686
建仓
DFAX
DIMENSIONAL WLD EX US CR
+$122.0K
4,657
建仓
COST
COSTCO WHSL CORP NEW
+$121.2K
127
增持
KO
THE COCA-COLA CO
+$121.0K
11,217
+2%
建仓
WFC
WELLS FARGO & CO
+$120.7K
1,681
建仓
—
CHUBB LTD F
+$120.5K
399
建仓
SLV
ISHARES SILVER TRUST
+$120.5K
3,887
建仓
O
REALTY INCOME CORP
+$117.2K
2,020
建仓
CVS
CVS HEALTH CORP
+$116.5K
1,719
建仓
PLD
PROLOGIS INC
+$115.8K
1,035
建仓
—
BLACKROCK PRIVATE CREDIT
+$114.5K
4,644
建仓
MET
METLIFE INC
+$113.3K
1,410
增持
VZ
VERIZON COMMUNICATIONS I
+$111.8K
19,291
+1%
增持
CMG
CHIPOTLE MEXICAN GRILL I
-$111.2K
15,019
+5%
建仓
UBER
UBER TECHNOLOGIES INC
+$109.3K
1,500
建仓
VUG
VANGUARD GROWTH ETF
+$105.3K
284
建仓
LLY
ELI LILLY AND CO
+$105.1K
127
增持
AAPL
APPLE INC
-$104.9K
3,964
+0%
增持
AXP
AMERICAN EXPRESS CO
-$104.7K
4,424
+1%
建仓
UAL
UNITED AIRLINES HLDG
+$103.6K
1,500
建仓
MDLZ
MONDELEZ INTL INC
+$101.7K
1,498
增持
V
VISA INC
+$99.0K
2,589
+1%
建仓
PANW
PALO ALTO NETWORKS INC
+$99.0K
580
建仓
SCHW
CHARLES SCHWAB CORP
+$95.8K
1,223
建仓
EOG
EOG RES INC
+$92.8K
723
建仓
PEP
PEPSICO INC
+$91.1K
607
增持
IJH
ISHARES CORE S&P MID CAP
-$89.9K
340,235
+6%
建仓
AVGO
BROADCOM INC
+$88.7K
530
建仓
VO
VANGUARD MID CAP ETF
+$88.4K
342
建仓
USB
US BANCORP DEL
+$87.2K
2,066
建仓
MRK
MERCK & CO. INC.
+$85.9K
956
建仓
IAU
ISHARES GOLD ETF
+$85.8K
1,456
增持
SBUX
STARBUCKS CORP
+$83.9K
6,361
+7%
建仓
BX
BLACKSTONE INC
+$82.6K
590
建仓
ANET
ARISTA NETWORKS INC
+$77.5K
1,000
建仓
RF
REGIONS FINL CORP NEW
+$77.1K
3,548
建仓
RSG
REPUBLIC SVCS INC
+$76.3K
314
建仓
CPRT
COPART INC
+$76.3K
1,348
增持
NFLX
NETFLIX INC
+$76.2K
1,352
+2%
建仓
DFIV
DIMENSIONAL
+$74.9K
1,902
建仓
SYY
SYSCO CORP
+$72.1K
961
建仓
VONV
VANGUARD RUSSELL 1000
+$71.9K
871
建仓
CRM
SALESFORCE INC
+$70.2K
260
建仓
WPC
W P CAREY INC
+$69.3K
1,097
建仓
VTV
VANGUARD VALUE ETF
+$68.8K
398
建仓
—
ASML HLDG N V F
+$67.6K
102
增持
SPY
SPDR S&P 500 ETF
-$66.5K
2,675
+0%
增持
SYK
STRYKER CORP
+$65.6K
999
+17%
建仓
CAT
CATERPILLAR INC
+$62.0K
188
增持
JPM
JPMORGAN CHASE & CO
+$58.5K
5,293
+2%
建仓
APO
APOLLO GLOBAL MGMT INC N
+$57.8K
421
建仓
AMD
ADVANCED MICRO DEVIC
+$56.2K
547
建仓
MMKT
TEXAS CAPITAL GOVRNT MNY
+$55.3K
551
建仓
PZA
INVESCO NATIONAL
+$55.0K
2,387
建仓
TJX
TJX COS INC NEW
+$51.9K
425
增持
PG
PROCTER & GAMBLE CO
+$49.9K
5,031
+4%
建仓
TOST
TOAST INC
+$49.8K
1,500
建仓
PRU
PRUDENTIAL FINL INC
+$49.2K
440
增持
CSCO
CISCO SYS INC
+$48.0K
5,260
+12%
建仓
SJNK
SPDR BLMRG SHR TR HG YLD
+$47.9K
1,905
建仓
STAG
STAG INDL INC
+$47.3K
1,309
增持
AVUV
AVANTIS US SMALL CAP
-$43.9K
91,585
+10%
建仓
TSM
TAIWAN SEMICONDUCTOR M F
+$42.3K
255
建仓
MO
ALTRIA GROUP INC
+$40.7K
677
建仓
BND
VANGUARD TOTAL BOND
+$39.1K
529
建仓
VTWO
VANGUARD RUSSELL 2000
+$37.0K
459
建仓
VONG
VANGUARD RUSSELL 1000
+$35.3K
380
建仓
BA
BOEING CO
+$34.1K
200
建仓
AVB
AVALONBAY CMNTYS INC
+$29.2K
135
减持
MA
MASTERCARD INC
+$29.1K
1,317
-0%
建仓
TLT
ISHARES 20 PLS YEAR
+$28.1K
309
增持
MS
MORGAN STANLEY
-$27.8K
3,255
+0%
建仓
CART
MAPLEBEAR INC
+$26.5K
664
增持
—
EXXON MOBIL CORP
+$26.3K
2,294
+0%
减持
IVW
ISHARES S&P 500 GROWTH
-$26.1K
2,154
-4%
建仓
ORLY
O REILLY AUTOMOTIVE INC
+$24.4K
17
增持
C
CITIGROUP INC
+$23.2K
7,576
+3%
建仓
ENTG
ENTEGRIS INC
+$23.0K
262
建仓
NOW
SERVICENOW INC
+$22.3K
28
建仓
T
AT&T INC
+$21.9K
775
建仓
—
JOHNSON CONTROLS INT F
+$21.5K
269
建仓
RTX
RTX CORP
+$21.2K
160
建仓
ETHA
ISHARES ETHEREUM TRUST
+$20.9K
1,515
建仓
BAC
BANK OF AMERICA CORP
+$20.9K
501
建仓
DUK
DUKE ENERGY CORP NEW
+$20.5K
168
增持
NKE
NIKE INC
-$20.3K
6,341
+13%
建仓
—
ACCENTURE PLC IRELAND F
+$19.3K
62
建仓
XLK
TECHNOLOGY SELECT SECTOR
+$18.6K
90
建仓
NVS
NOVARTIS AG F
+$18.1K
162
建仓
—
MEDTRONIC PLC F
+$17.8K
198
建仓
—
UNILEVER PLC F
+$17.7K
298
建仓
SIEGY
SIEMENS A G F
+$16.7K
145
建仓
KVUE
KENVUE INC
+$16.6K
693
建仓
AOA
ISHARES CORE 80 20 AGG
+$16.2K
211
建仓
ZTS
ZOETIS INC
+$15.6K
94
建仓
VICI
VICI PPTYS INC
+$15.3K
469
增持
COP
CONOCOPHILLIPS
+$14.8K
2,461
+0%
建仓
GOOG
ALPHABET INC
+$14.6K
93
建仓
NEE
NEXTERA ENERGY INC
+$14.5K
205
增持
TXN
TEXAS INSTRS INC
+$14.2K
3,694
+6%
建仓
CMCSA
COMCAST CORP NEW
+$13.4K
362
建仓
AEIS
ADVANCED ENERGY INDS INC
+$13.1K
137
建仓
CG
CARLYLE GROUP INC
+$12.9K
297
建仓
ARE
ALEXANDRIA REAL ESTATE E
+$12.4K
133
增持
HD
HOME DEPOT INC
-$12.3K
565
+0%
建仓
GPC
GENUINE PARTS CO
+$11.8K
99
增持
PFE
PFIZER INC
+$11.7K
15,981
+8%
增持
DFUS
DIMENSIONAL US EQUITY
-$11.7K
3,746
+0%
建仓
TFC
TRUIST FINL CORP
+$11.6K
281
建仓
DOC
HEALTHPEAK PPTYS INC
+$11.4K
564
建仓
TRV
TRAVELERS COS INC
+$11.4K
43
建仓
ONTO
ONTO INNOVATION INC
+$11.3K
93
建仓
FSBC
FIVE STAR BANCORP
+$10.8K
387
建仓
TGT
TARGET CORP EQUITY
+$9.7K
93
建仓
DOW
DOW INC
+$9.6K
274
建仓
LTPZ
PIMCO 15 YEAR U.S. TIPS
+$9.5K
174
