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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
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 150 项
建仓 4
增持 65
减持 63
清仓 18
方向
标的
Δ市值
现股数(环比)
增持
IVV
ISHARES CORE S&P 500 ETF
+$10.3M
147,133
+4%
增持
IWF
ISHARES RUSSELL 1000 GROWTH ETF
+$5.8M
104,754
+3%
增持
IJR
ISHARES CORE S&P SMALL CAP ETF
+$3.0M
214,721
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。
+4%
增持
IWD
ISHARES RUSSELL 1000 VALUE ETF
+$2.8M
140,218
+6%
增持
QQQ
INVSC QQQ TRUST SRS 1 ETF
+$1.9M
29,773
+3%
增持
AVUV
AVANTIS US SMALL CAP VALUE ETF
+$1.4M
104,767
+6%
增持
IBIT
ISHARES BITCOIN ETF
+$1.2M
159,848
+7%
增持
VWO
VANGUARD FTSE EMERGING MARKETS ETF
+$1.0M
153,651
+4%
增持
GOOGL
ALPHABET INC CLASS CLASS A
+$917.1K
13,736
+0%
增持
VEA
VANGUARD FTSE DEVELOPED MARKETS ETF
+$681.7K
63,894
+16%
增持
AVDE
AVANTIS INTERNATIONAL EQUITY ETF
+$674.5K
74,832
+6%
减持
IEFA
ISHARES CORE MSCI EAFE ETF
+$628.8K
170,334
-0%
增持
IEI
ISHARES 3-7 YEAR TRERY BOND ETF
+$534.0K
57,338
+8%
增持
MUB
ISHARES NATIONAL MUNI BOND ETF
+$475.0K
57,883
+6%
增持
NEAR
ISHARES SHORT DURATN BNDACTV ETF
+$449.6K
151,802
+6%
减持
NVDA
NVIDIA CORP
+$437.2K
15,982
-1%
减持
TSLA
TESLA INC
+$295.1K
2,365
-1%
增持
CMG
CHIPOTLE MEXICAN GRILL I
-$256.8K
15,159
+0%
增持
MSFT
MICROSOFT CORP
+$227.1K
11,393
+0%
减持
NFLX
NETFLIX INC
-$191.7K
1,348
-0%
增持
C
CITIGROUP INC
+$145.8K
7,835
+3%
增持
JPM
JPMORGAN CHASE & CO
+$136.5K
5,358
+0%
增持
SPY
SPDR S&P 500 ETF
+$133.6K
2,675
+0%
减持
PGR
PROGRESSIVE CORP OH
-$108.4K
4,997
-0%
增持
LOW
LOWES COS INC
+$97.8K
3,135
+1%
增持
TXN
TEXAS INSTRS INC
-$84.5K
3,793
+1%
增持
ETHA
ISHARES ETHEREUM TRUST ETF IV
+$83.9K
3,673
+120%
增持
WMT
WALMART INC
+$72.8K
13,413
+0%
增持
IAU
ISHARES GOLD ETF
+$70.5K
2,217
+52%
增持
AXP
AMERICAN EXPRESS CO
+$61.4K
4,476
+0%
增持
MS
MORGAN STANLEY
+$61.4K
3,283
+0%
减持
MGK
VANGUARD MEGA CAP GROWTHETF
-$60.0K
11
-94%
增持
IBM
IBM CORP
-$56.0K
4,722
+1%
建仓
GRNY
FUNDSTRAT GRANNY SHT US LG CP ETF
+$55.0K
2,202
减持
UNH
UNITEDHEALTH GROUP INC
-$45.6K
1,382
-17%
增持
KO
THE COCA-COLA CO
-$43.7K
11,491
+1%
减持
ABBV
ABBVIE INC
+$42.8K
964
-1%
增持
HD
HOME DEPOT INC
+$42.5K
617
+9%
清仓
BA
BOEING CO
-$41.9K
0
-100%
减持
JNJ
JOHNSON & JOHNSON
+$39.8K
1,285
-1%
减持
IVE
ISHARES S&P 500 VALUE ETF
-$39.5K
13
-94%
减持
IVW
ISHARES S&P 500 GROWTH ETF
-$38.9K
2,030
-21%
增持
SBUX
STARBUCKS CORP
-$38.8K
6,563
+1%
增持
AMZN
AMAZON.COM INC
+$38.6K
13,136
+1%
减持
VTV
VANGUARD VALUE ETF
-$38.5K
171
-57%
增持
COST
COSTCO WHSL CORP NEW
+$38.3K
178
+40%
减持
IGIB
ISHARES TRT IS 5-10 INV GR CR BD ETF
-$37.2K
43
-94%
增持
V
VISA INC CLASS A
-$35.7K
2,616
+0%
减持
PM
PHILIP MORRIS INTL INC
-$34.5K
1,667
-0%
减持
VIG
VANGUARD DIVIDEND APPRECIATION ETF
-$30.9K
21
-88%
减持
BIIB
BIOGEN INC
+$29.9K
2,068
-0%
减持
O
REALTY INCOME CORP REIT
-$29.5K
1,457
-29%
减持
IWM
ISHARES RUSSELL 2000 ETF
-$28.5K
8
-94%
清仓
TLT
ISHARES 20 PLS YEAR
-$27.3K
0
-100%
增持
VUG
VANGUARD GROWTH ETF
+$26.0K
385
+6%
增持
SYK
STRYKER CORP
-$25.5K
1,019
+1%
增持
PFE
PFIZER INC
+$25.2K
16,549
+1%
减持
IWV
ISHARES RUSSELL 3000 ETF
-$24.8K
5
-93%
减持
VBK
VANGUARD SMALL CAP GROWTH ETF
-$24.2K
6
-94%
减持
AVGO
BROADCOM INC
+$23.5K
530
-3%
减持
DGRO
ISHARES CORE DIVIDEND GROWTH ETF
-$23.5K
23
-94%
减持
MGV
VANGUARD MEGA CAP VALUE ETF
-$23.4K
11
-94%
减持
BLK
BLACKROCK INC NEW
+$23.1K
207
-0%
增持
VZ
VERIZON COMMUNICATIONS I
+$22.5K
19,703
+1%
减持
VGT
VANGUARD INFORMATION TECHNOLOGY ETF
-$21.6K
3
-92%
减持
IWP
ISHARES RUSSELL MID CAP GROWTH ETF
-$21.3K
10
-94%
增持
DFUS
DIMENSIONAL US EQUITY MARKET ETF
+$21.0K
3,765
+0%
增持
PG
PROCTER & GAMBLE CO
-$19.2K
5,131
+2%
减持
VHT
VANGUARD HEALTH CARE ETF
-$18.3K
4
-95%
减持
TDIV
FIRST TR NASDAQ TECH DIVIDX ETF
-$18.2K
12
-94%
减持
META
META PLATFORMS INC CLASS A
-$17.3K
1,908
-0%
增持
IEMG
ISHARES CORE MSCI EMERGING ETF
+$16.8K
2,857
+0%
减持
VFH
VANGUARD FINANCIALS ETF
-$16.3K
8
-94%
减持
DVY
ISHARES SELECT DIVIDEND ETF
-$15.2K
7
-94%
减持
CAT
CATERPILLAR INC
+$15.2K
188
-2%
减持
SCHD
SCHWAB US DIVIDEND EQUITY ETF
-$14.9K
120
-83%
减持
BSCS
INVESCO BULLETSHARS 2028CORP BD ETF
-$14.7K
43
-94%
减持
BSCR
INVSC BULLETSHR 2027 CRPBND ETF IV
-$14.6K
46
-94%
减持
BSCQ
INVSC BULLETSHA 2026 CRPBND ETF IV
-$14.6K
46
-94%
减持
—
ASML HLDG N V FSPONSORED ADR 1 ADR REPS 1 ORD SHS
+$13.5K
100
-4%
增持
BX
BLACKSTONE INC
+$13.3K
598
+1%
增持
CVS
CVS HEALTH CORP
+$12.5K
1,753
+1%
减持
VONV
VANGUARD RUSSELL 1000 VALUE ETF
-$12.2K
694
-20%
清仓
GPC
GENUINE PARTS CO
-$12.0K
0
-100%
减持
VO
VANGUARD MID CAP ETF
-$11.4K
345
-14%
减持
TSM
TAIWAN SEMICONDUCTOR M FSPONSORED ADR 1 ADR REPS 5 ORD SHS
+$11.4K
255
-3%
增持
RF
REGIONS FINL CORP NEW
+$11.2K
3,628
+1%
增持
DFAX
DIMENSIONAL WLD EX US CREQ 2 ETF
+$10.4K
4,744
+1%
增持
PLD
PROLOGIS INC REIT
+$10.2K
1,043
+0%
清仓
DOC
HEALTHPEAK PPTYS INC
-$9.9K
0
-100%
增持
MA
MASTERCARD INC CLASS A
+$9.8K
1,322
+0%
清仓
ARE
ALEXANDRIA REAL ESTATE E
-$9.7K
0
-100%
减持
AMD
ADVANCED MICRO DEVIC
+$9.3K
547
-2%
增持
CRM
SALESFORCE INC
-$9.2K
262
+1%
清仓
LTPZ
PIMCO 15 YEAR U.S. TIPS
-$9.1K
0
-100%
减持
MDLZ
MONDELEZ INTL INC CLASS A
-$8.7K
1,498
-1%
减持
TJX
TJX COS INC NEW
+$7.9K
428
-2%
清仓
UPS
UNITED PARCEL SVC INC
-$7.7K
0
-100%
减持
VOE
VANGUARD MID CAP VALUE ETF
-$7.5K
3
-94%
减持
ACWX
ISHARES MSCI ACWI EX US ETF
+$7.1K
6,712
-5%
增持
AOM
ISHARES CORE 40 60 MOD ALL ETF
+$7.0K
3,657
+1%
增持
NKE
NIKE INC CLASS CLASS B
-$7.0K
6,666
+1%
增持
WPC
W P CAREY INC REIT
+$6.9K
1,129
+1%
增持
DFIV
DIMENSIONAL INTERNATIONAL VAL ETF
+$6.8K
1,944
+0%
减持
CPRT
COPART INC
-$6.5K
1,348
-1%
增持
SO
SOUTHERN CO
+$6.1K
1,783
+1%
减持
AJG
GALLAGHER ARTHUR J & CO
-$6.1K
467
-1%
减持
UBER
UBER TECHNOLOGIES INC
+$5.9K
1,500
-1%
增持
PLTR
PALANTIR TECHNOLOGIES INCLASS A
+$5.3K
82
+15%
增持
RSG
REPUBLIC SVCS INC
-$5.2K
316
+0%
减持
LLY
ELI LILLY AND CO
-$5.1K
169
-2%
增持
BND
VANGUARD TOTAL BOND MARKET ETF
+$4.7K
613
+11%
减持
—
ACCENTURE PLC IRELAND FCLASS A
-$4.4K
62
-6%
减持
SCHW
CHARLES SCHWAB CORP
+$4.2K
1,226
-1%
清仓
—
YIELDMAX MSTR OPT INCM
-$4.2K
0
-100%
减持
SMH
VANECK SEMICONDUCTOR ETF
-$4.1K
1
-94%
增持
REG
REGENCY CTRS CORP REIT
+$4.1K
1,719
+1%
增持
CSCO
CISCO SYS INC
+$4.0K
5,485
+3%
减持
PEP
PEPSICO INC
+$3.9K
607
-1%
减持
MRK
MERCK & CO. INC.
+$3.7K
956
-1%
增持
APO
APOLLO GLOBAL MGMT INC N
-$3.5K
423
+0%
减持
ORLY
O REILLY AUTOMOTIVE INC
+$3.3K
255
-5%
增持
ENTG
ENTEGRIS INC
+$3.1K
264
+1%
增持
NUE
NUCOR CORP
+$2.9K
452
+0%
增持
QQQM
INVESCO NASDAQ 100 ETF
+$2.8K
50
+19%
减持
GOOG
ALPHABET INC CLASS C
+$2.8K
93
-17%
增持
—
BLACKROCK PRIVATE CREDIT FUND CLASS I
+$2.8K
4,909
+3%
减持
CMCSA
COMCAST CORP NEW CLASS A
-$2.4K
362
-6%
减持
COP
CONOCOPHILLIPS
+$2.3K
2,365
-4%
减持
T
AT&T INC
-$2.2K
775
-7%
建仓
IONQ
IONQ INC
+$2.2K
36
清仓
GS
GOLDMAN SACHS GROUP INC
-$2.1K
0
-100%
清仓
SPGI
S&P GLOBAL INC
-$2.1K
0
-100%
清仓
PH
PARKER-HANNIFIN CORP
-$2.1K
0
-100%
清仓
DIS
DISNEY WALT CO
-$1.7K
0
-100%
减持
DOW
DOW INC
-$1.7K
274
-9%
建仓
PATH
UIPATH INC CLASS A
+$1.7K
127
减持
—
UNILEVER PLC FSPONSORED ADR 1 ADR REPS 1 ORD SHS
-$1.7K
298
-6%
增持
AOA
ISHARES CORE 80 20 AGG ALL ETF
+$1.6K
304
+1%
减持
ABT
ABBOTT LABS
-$1.6K
60
-15%
减持
PANW
PALO ALTO NETWORKS INC
-$1.6K
580
-1%
清仓
INTU
INTUIT
-$1.6K
0
-100%
清仓
ADSK
AUTODESK INC
-$1.5K
0
-100%
清仓
ADP
AUTOMATIC DATA PROCESSIN
-$1.5K
0
-100%
清仓
DE
DEERE & CO
-$1.5K
0
-100%
增持
FSBC
FIVE STAR BANCORP
+$1.5K
392
+1%
建仓
HOOD
ROBINHOOD MKTS INC CLASS A
+$1.4K
10
增持
BKCH
GLOBAL X BLOCKCHAIN ETF
+$1.4K
26
+63%
清仓
MAR
MARRIOTT INTL INC NEW
-$1.4K
0
-100%
清仓
BABA
ALIBABA GROUP HLDG LTD F
-$1.4K
0
-100%
