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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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 150 项
建仓 43
增持 93
减持 6
清仓 8
方向
标的
Δ市值
现股数(环比)
增持
IVV
ISHARES CORE S&P 500
+$20.3M
142,016
+17%
清仓
IJH
ISHARES CORE S&P MID CAP
-$19.9M
0
-100%
增持
IWF
ISHARES RUSSELL 1000
+$17.6M
101,770
+44%
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
IWD
ISHARES RUSSELL 1000
+$12.5M
132,614
+89%
清仓
AVMC
AVANTIS US MID CAP
-$9.2M
0
-100%
增持
QQQ
INVESCO QQQ TRUST
+$2.8M
28,848
+3%
增持
IBIT
ISHARES BITCOIN ETF
+$2.4M
149,430
+3%
增持
IJR
ISHARES CORE S&P SMALL
+$2.1M
206,056
+5%
增持
IEFA
ISHARES CORE MSCI EAFE
+$1.5M
170,579
+1%
增持
MSFT
MICROSOFT CORP
+$1.4M
11,388
+0%
增持
AVUV
AVANTIS US SMALL CAP
+$1.0M
99,022
+8%
增持
VWO
VANGUARD FTSE EMERGING
+$883.8K
147,708
+4%
增持
AVDE
AVANTIS INTERNATIONAL
+$818.2K
70,629
+6%
增持
VEA
VANGUARD FTSE DEVELOPED
+$712.2K
55,173
+15%
减持
NVDA
NVIDIA CORP
+$649.9K
16,102
-8%
减持
NFLX
NETFLIX INC
+$547.0K
1,350
-0%
增持
AMZN
AMAZON.COM INC
+$381.6K
12,971
+0%
增持
IEI
ISHARES 3-7 YEAR TRERY
+$355.1K
53,020
+5%
增持
UNH
UNITEDHEALTH GROUP INC
-$349.4K
1,673
+1%
增持
META
META PLATFORMS INC
+$319.1K
1,916
+1%
增持
GOOGL
ALPHABET INC
+$299.6K
13,733
+0%
减持
NEAR
ISHARES SHORT DURATN BND
-$287.2K
143,482
-4%
增持
MUB
ISHARES NATIONAL MUNI
+$261.8K
54,430
+6%
增持
JPM
JPMORGAN CHASE & CO
+$251.3K
5,341
+1%
增持
AXP
AMERICAN EXPRESS CO
+$231.4K
4,455
+1%
增持
IBM
IBM CORP
+$224.9K
4,694
+1%
增持
TSLA
TESLA INC
+$156.2K
2,382
+3%
减持
SPY
SPDR S&P 500 ETF
+$151.1K
2,668
-0%
增持
WMT
WALMART INC
+$136.2K
13,377
+0%
增持
TXN
TEXAS INSTRS INC
+$115.0K
3,747
+1%
增持
C
CITIGROUP INC
+$110.8K
7,619
+1%
增持
CMG
CHIPOTLE MEXICAN GRILL I
+$96.7K
15,153
+1%
增持
IVW
ISHARES S&P 500 GROWTH
+$83.5K
2,575
+20%
增持
MS
MORGAN STANLEY
+$80.8K
3,269
+0%
增持
PGR
PROGRESSIVE CORP OH
-$80.6K
5,018
+0%
增持
NKE
NIKE INC
+$68.2K
6,625
+4%
建仓
MGK
VANGUARD MEGA CAP GROWTH
+$64.4K
176
增持
AVGO
BROADCOM INC
+$62.6K
549
+4%
建仓
NUE
NUCOR CORP
+$58.4K
451
增持
VUG
VANGUARD GROWTH ETF
+$53.5K
362
+27%
增持
PG
PROCTER & GAMBLE CO
-$53.3K
5,050
+0%
增持
CSCO
CISCO SYS INC
+$46.3K
5,347
+2%
建仓
IVE
ISHARES S&P 500 VALUE
+$42.2K
216
增持
AAPL
APPLE INC
-$40.7K
4,098
+3%
增持
PM
PHILIP MORRIS INTL INC
+$40.3K
1,674
+0%
增持
IEMG
ISHARES CORE MSCI
+$39.7K
2,856
+17%
建仓
IGIB
ISHARES TRT IS 5-10 INV
+$39.5K
742
增持
COP
CONOCOPHILLIPS
-$37.2K
2,465
+0%
建仓
VIG
VANGUARD DIVIDEND
+$35.4K
173
建仓
CHYM
CHIME FINL INC
+$34.5K
1,000
增持
VZ
VERIZON COMMUNICATIONS I
-$32.4K
19,481
+1%
增持
UBER
UBER TECHNOLOGIES INC
+$31.8K
1,512
+1%
增持
SBUX
STARBUCKS CORP
-$31.1K
6,467
+2%
建仓
IWM
ISHARES RUSSELL 2000
+$30.4K
141
增持
LLY
ELI LILLY AND CO
+$29.2K
172
+35%
增持
SYK
STRYKER CORP
+$29.2K
1,012
+1%
建仓
IWV
ISHARES RUSSELL 3000
+$26.7K
76
建仓
VBK
VANGUARD SMALL CAP
+$26.0K
94
增持
DFUS
DIMENSIONAL US EQUITY
+$25.2K
3,756
+0%
建仓
DGRO
ISHARES CORE DIVIDEND
+$25.1K
392
建仓
MGV
VANGUARD MEGA CAP VALUE
+$24.9K
190
增持
VO
VANGUARD MID CAP ETF
+$24.3K
403
+18%
建仓
VGT
VANGUARD INFORMATION
+$23.9K
36
增持
BIIB
BIOGEN INC
-$23.0K
2,069
+0%
增持
AMD
ADVANCED MICRO DEVIC
+$23.0K
558
+2%
建仓
IWP
ISHARES RUSSELL MID CAP
+$22.7K
164
增持
BLK
BLACKROCK INC NEW
+$22.4K
208
+0%
增持
ABBV
ABBVIE INC
-$21.6K
972
+1%
清仓
RTX
RTX CORP
-$21.2K
0
-100%
增持
PANW
PALO ALTO NETWORKS INC
+$20.7K
585
+1%
增持
EEM
ISHARES MSCI EMERGING
+$19.8K
3,998
+1%
建仓
TDIV
FIRST TR NASDAQ TECH DIV
+$19.4K
215
建仓
VHT
VANGUARD HEALTH CARE
+$19.4K
78
增持
MA
MASTERCARD INC
+$19.0K
1,318
+0%
增持
JNJ
JOHNSON & JOHNSON
+$18.7K
1,299
+20%
清仓
XLK
TECHNOLOGY SELECT SECTOR
-$18.6K
0
-100%
增持
TSM
TAIWAN SEMICONDUCTOR M F
+$17.5K
264
+4%
建仓
VFH
VANGUARD FINANCIALS ETF
+$17.3K
136
增持
LOW
LOWES COS INC
-$17.3K
3,099
+3%
增持
V
VISA INC
+$17.3K
2,603
+1%
增持
SCHW
CHARLES SCHWAB CORP
+$17.1K
1,236
+1%
增持
SCHD
SCHWAB US DIVIDEND
+$17.0K
686
+1573%
清仓
KVUE
KENVUE INC
-$16.6K
0
-100%
增持
DFAX
DIMENSIONAL WLD EX US CR
+$16.5K
4,716
+1%
建仓
DVY
ISHARES SELECT DIVIDEND
+$16.2K
122
增持
—
ASML HLDG N V F
+$15.8K
104
+2%
建仓
BSCS
INVESCO BULLETSHARS 2028
+$15.6K
761
建仓
BSCR
INVSC BULLETSHR 2027 CRP
+$15.6K
792
建仓
BSCQ
INVSC BULLETSHA 2026 CRP
+$15.5K
796
清仓
VICI
VICI PPTYS INC
-$15.3K
0
-100%
增持
CAT
CATERPILLAR INC
+$12.5K
192
+2%
增持
ETHA
ISHARES ETHEREUM TRUST
+$10.9K
1,668
+10%
增持
AJG
GALLAGHER ARTHUR J & CO
-$10.5K
471
+1%
增持
PEP
PEPSICO INC
-$9.7K
616
+1%
增持
MRK
MERCK & CO. INC.
-$9.3K
967
+1%
建仓
HIMS
HIMS & HERS HEALTH INC
+$9.2K
185
增持
CPRT
COPART INC
-$9.2K
1,367
+1%
增持
QQQM
INVESCO NASDAQ 100 ETF
+$9.2K
42
+2000%
增持
AOA
ISHARES CORE 80 20 AGG
+$9.0K
302
+43%
增持
PFE
PFIZER INC
-$8.7K
16,343
+2%
减持
MMKT
TEXAS CAPITAL GOVRNT MNY
-$8.7K
464
-16%
清仓
BCE
BCE INC F
-$8.2K
0
-100%
增持
AOM
ISHARES CORE 40 60 MOD
+$8.2K
3,627
+0%
建仓
VOE
VANGUARD MID CAP VALUE
+$8.1K
49
增持
DFIV
DIMENSIONAL
+$8.0K
1,936
+2%
增持
RF
REGIONS FINL CORP NEW
+$7.3K
3,590
+1%
增持
PLD
PROLOGIS INC
-$6.5K
1,038
+0%
增持
BX
BLACKSTONE INC
+$6.4K
594
+1%
增持
GOOG
ALPHABET INC
+$5.4K
112
+20%
清仓
WULF
TERAWULF INC
-$5.1K
0
-100%
建仓
VNQ
VANGUARD REAL ESTATE
+$5.0K
56
增持
PLTR
PALANTIR TECHNOLOGIES IN
+$5.0K
71
+27%
增持
BAC
BANK OF AMERICA CORP
+$4.6K
539
+8%
建仓
SMH
VANECK SEMICONDUCTOR
+$4.5K
16
建仓
—
YIELDMAX MSTR OPT INCM
+$4.2K
188
建仓
CIBR
FIRST TRUST NASDAQ
+$3.4K
45
增持
CVS
CVS HEALTH CORP
+$3.2K
1,735
+1%
增持
NVS
NOVARTIS AG F
+$3.1K
175
+8%
增持
REG
REGENCY CTRS CORP
-$3.1K
1,702
+1%
减持
VTWO
RUSSELL 2000 ETF
+$2.9K
458
-0%
增持
APO
APOLLO GLOBAL MGMT INC N
+$2.2K
422
+0%
增持
T
AT&T INC
+$2.2K
833
+7%
增持
TJX
TJX COS INC NEW
+$2.1K
437
+3%
建仓
GS
GOLDMAN SACHS GROUP INC
+$2.1K
3
建仓
SPGI
S&P GLOBAL INC
+$2.1K
4
建仓
PH
PARKER-HANNIFIN CORP
+$2.1K
3
增持
VYM
VANGUARD HIGH DIVIDEND
+$2.1K
26
+136%
增持
NVO
NOVO-NORDISK A S F
+$1.9K
31
+675%
增持
BND
VANGUARD TOTAL BOND
+$1.8K
553
+5%
建仓
DIS
DISNEY WALT CO
+$1.7K
14
增持
ABT
ABBOTT LABS
+$1.7K
71
+18%
增持
RSG
REPUBLIC SVCS INC
+$1.6K
315
+0%
增持
—
UNILEVER PLC F
+$1.6K
316
+6%
建仓
INTU
INTUIT
+$1.6K
2
增持
DOW
DOW INC
-$1.6K
302
+10%
建仓
ADSK
AUTODESK INC
+$1.5K
5
建仓
ADP
AUTOMATIC DATA PROCESSIN
+$1.5K
5
建仓
DE
DEERE & CO
+$1.5K
3
建仓
VTI
VANGUARD TOTAL STOCK
+$1.5K
5
增持
—
BLACKROCK PRIVATE CREDIT
+$1.5K
4,778
+3%
增持
VT
VANGUARD TOTAL WORLD
+$1.4K
12
+1100%
建仓
MAR
MARRIOTT INTL INC NEW
+$1.4K
5
建仓
BABA
ALIBABA GROUP HLDG LTD F
+$1.4K
12
增持
KO
THE COCA-COLA CO
+$1.3K
11,372
+1%
建仓
—
ASTRAZENECA PLC F
+$1.3K
19
建仓
ORCL
ORACLE CORP
+$1.3K
6
建仓
BSX
BOSTON SCIENTIFIC CORP
+$1.3K
12
建仓
AMAT
APPLIED MATLS INC
+$1.3K
7
建仓
COF
CAPITAL ONE FINL CORP
+$1.3K
6
建仓
QCOM
QUALCOMM INC
+$1.3K
8
