小隐寺数据中心
概览
新闻
情绪
Reddit 热门
散户社区提及与热度榜
机构
机构目录
全部机构
机构持仓
机构真实持仓
事件
新股 IPO
定价、上市与申报追踪
内部人买卖
高管与董事交易
重大事件
并购/高管/退市等重大报告
举牌
主动或被动披露
财务
季报
10-Q 季度财报申报流
年报
10-K 年度财报申报流
公司
公司目录
上市公司高管与档案
势力阵营
即将上线
校友与资本关系图谱
人物
明星投资人
知名基金经理与持仓动向
政客交易
国会议员持仓披露
API
小隐寺主站
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
25Q4 调仓
2025-09-30 → 2025-12-31 · 共 150 项
建仓 44
增持 87
减持 9
清仓 10
方向
标的
Δ市值
现股数(环比)
增持
IVV
ISHARES CORE S&P 500 ETF
+$5.4M
151,384
+3%
增持
IWD
ISHARES RUSSELL 1000 VALUE ETF
+$2.7M
147,901
+5%
增持
IWF
ISHARES RUSSELL 1000 GROWTH ETF
+$1.7M
107,071
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。
+2%
增持
IJR
ISHARES CORE S&P SMALL CAP ETF
+$1.3M
222,180
+3%
增持
QQQ
INVSC QQQ TRUST SRS 1 ETF
+$1.0M
30,646
+3%
增持
GOOGL
ALPHABET INC CLASS CLASS A
+$967.0K
13,757
+0%
增持
AVUV
AVANTIS US SMALL CAP VALUE ETF
+$952.7K
111,191
+6%
增持
IBIT
ISHARES BITCOIN ETF
-$820.7K
192,217
+20%
增持
VEA
VANGUARD FTSE DEVELOPED MARKETS ETF
+$817.5K
73,952
+16%
增持
IEI
ISHARES 3-7 YEAR TRERY BOND ETF
+$696.4K
62,998
+10%
增持
AVDE
AVANTIS INTERNATIONAL EQUITY ETF
+$663.4K
79,624
+6%
增持
MUB
ISHARES NATIONAL MUNI BOND ETF
+$647.8K
63,461
+10%
增持
IEFA
ISHARES CORE MSCI EAFE ETF
+$575.4K
172,672
+1%
增持
VWO
VANGUARD FTSE EMERGING MARKETS ETF
+$382.7K
161,548
+5%
增持
NFLX
NETFLIX INC
-$349.4K
13,510
+902%
增持
TSM
TAIWAN SEMICONDUCTOR M FSPONSORED ADR 1 ADR REPS 5 ORD SHS
+$275.2K
1,140
+347%
清仓
DFUS
DIMENSIONAL US EQUITY MARKET ETF
-$272.8K
0
-100%
增持
MSFT
MICROSOFT CORP
-$267.0K
11,649
+2%
增持
SPY
SPDR S&P 500 ETF
+$247.3K
2,976
+11%
增持
AMZN
AMAZON.COM INC
+$218.2K
13,441
+2%
增持
AXP
AMERICAN EXPRESS CO
+$211.5K
4,591
+3%
增持
NEAR
ISHARES SHORT DURATN BNDACTV ETF
+$202.8K
155,835
+3%
增持
AAPL
APPLE INC
+$174.6K
4,481
+9%
增持
VYM
VANGUARD HIGH DIVIDEND YIELD ETF
+$169.2K
1,207
+4062%
清仓
DFAX
DIMENSIONAL WLD EX US CREQ 2 ETF
-$148.9K
0
-100%
增持
C
CITIGROUP INC
+$142.4K
8,036
+3%
减持
CSGP
COSTAR GROUP INC
-$139.1K
21
-99%
增持
WMT
WALMART INC
+$117.6K
13,464
+0%
增持
BX
BLACKSTONE INC
+$109.1K
1,370
+129%
建仓
VOO
VANGUARD S&P 500 ETF
+$101.6K
162
增持
META
META PLATFORMS INC CLASS A
-$96.8K
1,976
+4%
增持
GOOG
ALPHABET INC CLASS CLASS C
+$95.1K
375
+303%
增持
KO
THE COCA-COLA CO
+$90.5K
12,195
+6%
清仓
DFIV
DIMENSIONAL INTERNATIONAL VAL ETF
-$89.7K
0
-100%
增持
PGR
PROGRESSIVE CORP OH
-$87.1K
5,037
+1%
增持
IBM
IBM CORP
+$85.4K
4,787
+1%
增持
—
ASML HLDG N V FSPONSORED ADR 1 ADR REPS 1 ORD SHS
+$85.1K
170
+70%
增持
BIIB
BIOGEN INC
+$81.3K
2,108
+2%
建仓
JPC
NUVEEN PREFERRED INCOME
+$80.2K
9,888
增持
JPM
JPMORGAN CHASE & CO
+$75.4K
5,479
+2%
增持
AMD
ADVANCED MICRO DEVIC
+$74.0K
759
+39%
增持
VIG
VANGUARD DIVIDEND APPRECIATION ETF
+$72.2K
348
+1557%
增持
MS
MORGAN STANLEY
+$67.6K
3,320
+1%
增持
AVGO
BROADCOM INC
+$65.7K
695
+31%
增持
IAU
ISHARES GOLD ETF
+$63.8K
2,773
+25%
减持
SLV
ISHARES SILVER TRUST ETF
+$63.2K
3,537
-9%
增持
V
VISA INC CLASS CLASS A
+$60.7K
2,719
+4%
清仓
CPRT
COPART INC
-$60.6K
0
-100%
减持
BMY
BRISTOL MYERS SQUIBB CO
-$59.7K
930
-62%
增持
TSLA
TESLA INC
+$57.7K
2,467
+4%
清仓
PZA
INVESCO NATIONAL AMT-FREE MUNICIPAL BOND ETF
-$55.1K
0
-100%
增持
CSCO
CISCO SYS INC
+$51.6K
5,542
+1%
建仓
AME
AMETEK INC NEW
+$51.3K
250
建仓
SLB
SLB LIMITED F
+$50.9K
1,327
增持
BND
VANGUARD TOTAL BOND MARKET ETF
+$50.5K
1,297
+112%
增持
APO
APOLLO GLOBAL MGMT INC NCLASS CLASS A
+$47.4K
717
+70%
建仓
APH
AMPHENOL CORP NEW CLASS CLASS A
+$47.3K
350
增持
T
AT&T INC
+$46.9K
2,769
+257%
建仓
BINC
ISHARES FLEXIBLE INCME ACTIVE ETF
+$40.4K
765
建仓
MMM
3M CO
+$40.0K
250
增持
BAC
BANK OF AMERICA CORP
+$37.5K
1,151
+130%
增持
NEE
NEXTERA ENERGY INC
+$35.2K
631
+208%
减持
EEM
ISHARES MSCI EMERGING MARKETS ETF
-$35.1K
3,260
-18%
增持
JNJ
JOHNSON & JOHNSON
+$32.3K
1,307
+2%
增持
PG
PROCTER & GAMBLE CO
-$31.5K
5,281
+3%
增持
VT
VANGUARD TOTAL WORLD STOCK ETF
+$31.1K
233
+1564%
增持
VHT
VANGUARD HEALTH CARE ETF
+$30.4K
109
+2625%
减持
MMKT
TEXAS CAPITAL GOVRNT MNYMKT ETF
-$30.2K
164
-65%
建仓
VFMV
VANGUARD US MINIMUM VOLATILTY ETF
+$30.0K
229
增持
VFH
VANGUARD FINANCIALS ETF
+$29.7K
230
+2775%
增持
VZ
VERIZON COMMUNICATIONS I
-$29.6K
20,534
+4%
增持
LOW
LOWES COS INC
-$25.7K
3,160
+1%
清仓
ENTG
ENTEGRIS INC
-$24.4K
0
-100%
清仓
CART
MAPLEBEAR INC
-$24.4K
0
-100%
增持
HD
HOME DEPOT INC
-$23.6K
659
+7%
增持
COST
COSTCO WHSL CORP NEW
+$22.5K
217
+22%
建仓
—
BANK OF AMER 5.375 PFDPFD SER KK
+$22.0K
1,000
增持
NKE
NIKE INC CLASS B
-$21.8K
6,954
+4%
增持
UBER
UBER TECHNOLOGIES INC
-$21.8K
1,532
+2%
增持
—
EXXON MOBIL CORP
+$21.8K
2,330
+2%
增持
TXN
TEXAS INSTRS INC
-$20.2K
3,901
+3%
建仓
—
METLIFE INC 4 4.75 PFDPFD SER F
+$19.7K
1,000
建仓
INTU
INTUIT
+$19.2K
29
增持
PLD
PROLOGIS INC REIT
+$19.0K
1,084
+4%
增持
UNH
UNITEDHEALTH GROUP INC
-$18.9K
1,388
+0%
清仓
—
MEDTRONIC PLC F
-$18.9K
0
-100%
建仓
UL
UNILEVER PLC FSPONSORED ADR 1 ADR REPS 1 ORD SHS
+$18.6K
285
建仓
VDC
VANGUARD CONSUMER STAPLES ETF
+$18.4K
87
建仓
IGSB
ISHARES TR IS 1-5 YR IN GR CR BD ETF
+$18.2K
344
增持
SBUX
STARBUCKS CORP
+$17.9K
6,806
+4%
清仓
—
UNILEVER PLC FSPONSORED ADR 1 ADR REPS 1 ORD SHS
-$17.7K
0
-100%
增持
ADI
ANALOG DEVICES INC
+$17.5K
627
+1%
增持
MCD
MCDONALDS CORP
+$16.1K
496
+11%
增持
SYK
STRYKER CORP
-$16.0K
1,026
+1%
减持
MO
ALTRIA GROUP INC
-$15.9K
500
-26%
增持
USB
US BANCORP DEL
+$15.7K
2,166
+5%
增持
NOW
SERVICENOW INC
+$13.3K
255
+811%
增持
ANET
ARISTA NETWORKS INC
-$13.1K
1,012
+1%
增持
NUE
NUCOR CORP
+$12.8K
454
+0%
建仓
—
JPMORGAN CHASE & 6 PFDPFD SER EE
+$12.6K
500
建仓
—
U.S. BANCORP 4 4 PFDPFD SER M
+$12.3K
750
增持
MA
MASTERCARD INC CLASS CLASS A
+$12.1K
1,338
+1%
减持
IVW
ISHARES S&P 500 GROWTH ETF
-$11.4K
1,896
-7%
增持
SO
SOUTHERN CO
-$11.4K
1,807
+1%
建仓
BP
BP P L C FSPONSORED ADR 1 ADR REPS 6 ORD SHS
+$10.4K
299
增持
CRM
SALESFORCE INC
+$10.1K
272
+4%
增持
SCHW
CHARLES SCHWAB CORP
+$9.2K
1,263
+3%
增持
PFE
PFIZER INC
+$9.1K
17,302
+5%
减持
NVDA
NVIDIA CORP
-$8.7K
15,943
-0%
减持
TFC
TRUIST FINL CORP
-$8.5K
89
-68%
增持
CMG
CHIPOTLE MEXICAN GRILL I
-$8.3K
15,833
+4%
建仓
SMCI
SUPER MICRO COMPUTER INC
+$8.2K
280
增持
CVS
CVS HEALTH CORP
+$8.1K
1,768
+1%
清仓
CCI
CROWN CASTLE INC REIT REIT
-$7.6K
0
-100%
建仓
GSK
GSK PLC ADR FSPONSORED ADR 1 ADR REPS 2 ORD SHS
+$7.2K
147
增持
PEP
PEPSICO INC
+$5.7K
634
+4%
建仓
KKR
KKR & CO INC
+$5.7K
45
建仓
—
TOTALENERGIES F
+$5.7K
87
建仓
NGG
NTNL GRID PLC ADR FSPONSORED ADR 1 ADR REPS 5 ORD SHS
+$5.5K
71
增持
REG
REGENCY CTRS CORP REIT
-$5.5K
1,736
+1%
增持
RSG
REPUBLIC SVCS INC
-$5.4K
317
+0%
建仓
FLG
FLAGSTAR BANK NTNL ASSOC
+$5.2K
416
建仓
ENB
ENBRIDGE INC F
+$5.2K
109
建仓
PNC
PNC FINL SERVICES
+$5.0K
24
建仓
AMGN
AMGEN INC
+$4.9K
15
建仓
BTI
BRITISH AMERN TOB PLC FUNSPONSORED ADR 1 ADR REPS 1 ORD SHS
+$4.9K
86
建仓
BSOL
BITWISE SOLANA STAKING ETF
+$4.5K
276
建仓
—
NEBIUS GROUP N V A FCLASS A
+$4.5K
54
建仓
SNY
SANOFI FSPONSORED ADR 1 ADR REPS 0.5 ORD SHS
+$4.3K
88
增持
PLTR
PALANTIR TECHNOLOGIES INCLASS CLASS A
+$4.2K
108
+32%
建仓
XEL
XCEL ENERGY INC
+$4.2K
57
建仓
GM
GENERAL MTRS CO
+$4.1K
51
增持
TJX
TJX COS INC NEW
+$4.1K
429
+0%
增持
IEMG
ISHARES CORE MSCI EMERGING ETF
+$4.0K
2,861
+0%
建仓
BDX
BECTON DICKINSON & CO
+$3.7K
19
增持
RF
REGIONS FINL CORP NEW
+$3.6K
3,664
+1%
建仓
FE
FIRSTENERGY CORP
+$3.6K
80
增持
AOM
ISHARES CORE 40 60 MOD ALL ETF
+$3.5K
3,719
+2%
增持
VNQ
VANGUARD REAL ESTATE ETF
+$3.5K
97
+70%
建仓
TRP
TC ENERGY CORP F
+$3.4K
62
建仓
KEYS
KEYSIGHT TECHNOLOGIES IN
+$3.3K
16
建仓
ICE
INTERCONTINENTAL EXCHANG
+$3.2K
20
建仓
—
AMCOR PLC F
+$3.2K
387
建仓
HLT
HILTON WORLDWIDE HLDGS I
+$3.2K
11
建仓
AEP
AMERICAN ELEC PWR CO INC
+$3.1K
27
建仓
HBAN
HUNTINGTON BANCSHARES IN
+$3.1K
178
建仓
TMO
THERMO FISHER SCIENTIFIC
+$2.9K
5
建仓
ISRG
INTUITIVE SURGICAL INC
+$2.8K
5
建仓
—
ASHTEAD GROUP PLC FUNSPONSORED ADR 1 ADR REPS 1 ORD SHS
+$2.8K
40
增持
PM
PHILIP MORRIS INTL INC
+$2.8K
1,703
+2%
