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Proactive Wealth Strategies LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心

Proactive Wealth Strategies LLC

报告期 2026-03-31 · CIK 0002043129

持仓数

210

前50大市值合计

$389.3M

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*

FV FIRST TR EXCHANGE TRADED FD

DORSEY WRT 5 ETF

$36.8M

609,498

9.5%

NVDA NVIDIA CORPORATION

COM

$23.1M

132,665

5.9%

TBIL RBB FD INC

F/M US TREASURY

$16.5M

331,021

4.2%

PSLV SPROTT ASSET MANAGEMENT LP

PHYSICAL SILVER

$13.9M

571,348

3.6%

AAPL APPLE INC

COM

$12.9M

50,631

3.3%

FTLS FIRST TR EXCH TRADED FD III

LNG/SHT EQUITY

$12.8M

182,051

3.3%

PANW PALO ALTO NETWORKS INC

COM

$10.3M

64,004

2.6%

PHYS SPROTT ASSET MANAGEMENT LP

PHYSICAL GOLD TR

$10.2M

286,988

2.6%

FVD FIRST TR EXCHANGE-TRADED FD

SHS

$9.8M

207,927

2.5%

QQQ INVESCO QQQ TR

UNIT SER 1

$9.8M

16,913

2.5%

GOOGL ALPHABET INC

CAP STK CL A

$9.4M

32,643

2.4%

RDVY FIRST TR EXCHANGE TRADED FD

RISNG DIVD ACHIV

$8.7M

127,271

2.2%

MISL FIRST TR EXCHANGE-TRADED FD

INDXX AEROSPACE

$8.5M

191,122

2.2%

MSFT MICROSOFT CORP

COM

$8.5M

22,988

2.2%

LLY ELI LILLY & CO

COM

$8.4M

9,106

2.2%

KO COCA COLA CO

COM

$8.2M

107,208

2.1%

FTSM FIRST TR EXCHANGE-TRADED FD

FIRST TR ENH NEW

$8.0M

133,525

2.1%

FDL FIRST TR EXCHANGE-TRADED FD

SHS

$7.9M

156,256

2.0%

AMZN AMAZON COM INC

COM

$7.9M

37,752

2.0%

AIRR FIRST TR EXCHANGE TRADED FD

RBA INDL ETF

$7.7M

69,270

2.0%

FYT FIRST TR EXCHANGE-TRADED ALP

SML CAP VAL ALPH

$7.6M

122,605

1.9%

WMT WALMART INC

COM

$7.6M

60,758

1.9%

COWZ PACER FDS TR

US CASH COWS 100

$7.3M

117,042

1.9%

VMC VULCAN MATLS CO

COM

$7.3M

26,850

1.9%

NFLX NETFLIX INC.

COM

$6.9M

72,132

1.8%

OSEA HARBOR ETF TRUST

INTERNATNAL COMP

$6.6M

229,294

1.7%

FPX FIRST TR EXCHANGE-TRADED FD

US EQTY OPPT ETF

$6.5M

40,613

1.7%

BX BLACKSTONE INC

COM

$6.1M

53,095

1.6%

WINN HARBOR ETF TRUST

LONG TERM GROWER

$6.0M

217,364

1.5%

HGER HARBOR ETF TRUST

HARBOR COMMODITY

$5.9M

189,644

1.5%

FDN FIRST TR EXCHANGE-TRADED FD

DJ INTERNT IDX

$5.8M

24,796

1.5%

META META PLATFORMS INC

CL A

$5.5M

9,646

1.4%

AVUV AMERICAN CENTY ETF TR

US SML CP VALU

$5.3M

48,292

1.4%

FXL FIRST TR EXCHANGE-TRADED FD

TECH ALPHADEX

$5.0M

31,169

1.3%

NET CLOUDFLARE INC

CL A COM

$4.8M

23,360

1.2%

— MEDTRONIC PLC

SHS

$4.7M

54,380

1.2%

QQXT FIRST TR EXCHANGE-TRADED FD

NASDAQ 100 EX

$4.5M

46,047

1.2%

SDVY FIRST TR EXCHANGE TRADED FD

SMID RISNG ETF

$4.4M

110,418

1.1%

FXO FIRST TR EXCHANGE-TRADED FD

FINLS ALPHADEX

$4.4M

77,429

1.1%

EMLP FIRST TR EXCHANGE-TRADED FD

NO AMER ENERGY

$4.0M

91,380

1.0%

FTGS FIRST TR EXCHANGE-TRADED FD

GROWTH STRENGTH

$3.9M

113,813

1.0%

HD HOME DEPOT INC

COM

$3.7M

11,342

1.0%

FCVT FIRST TR EXCHANGE-TRADED FD

SSI STRG ETF

$3.7M

83,220

0.9%

CIBR FIRST TR EXCHANGE-TRADED FD

NASDAQ CYB ETF

$3.4M

54,409

0.9%

SKYY FIRST TR EXCHANGE-TRADED FD

CLOUD COMPUTING

$3.4M

30,708

0.9%

TSLA TESLA INC

COM

$3.3M

8,876

0.8%

CRWD CROWDSTRIKE HLDGS INC

CL A

$3.3M

8,426

0.8%

FTC FIRST TR EXCHANGE-TRADED ALP

COM SHS

$3.2M

20,776

0.8%

ONEV SPDR SERIES TRUST

STATE STREET SPD

$3.1M

23,041

0.8%

OMFL INVESCO EXCH TRD SLF IDX FD

RUSL 1000 DYNM

$3.0M

50,069

0.8%

* 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

30%前 6 大占比

FV9.5%NVDA5.9%TBIL4.2%PSLV3.6%AAPL3.3%FTLS3.3%