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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
$389.3M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($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
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 128 项
建仓 5
增持 74
减持 46
清仓 3
方向
标的
Δ市值
现股数(环比)
建仓
PHYS
SPROTT PHYSICAL GOLD TR
+$2.7M
110,882
建仓
BMY
BRISTOL-MYERS SQUIBB CO
+$2.3M
37,972
清仓
ABT
ABBOTT LABS
-$2.2M
0
-100%
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。
减持
GLD
SPDR GOLD TR
-$2.1M
4,577
-68%
建仓
EMLP
FIRST TR EXCHANGE-TRADED FD
+$1.6M
43,022
清仓
FXD
FIRST TR EXCHANGE TRADED FD
-$1.6M
0
-100%
增持
FXU
FIRST TR EXCHANGE TRADED FD
+$1.5M
57,453
+155%
减持
FVD
FIRST TR VALUE LINE DIVID IN
-$1.2M
106,027
-22%
增持
NVDA
NVIDIA CORPORATION
-$957.0K
55,128
+7%
增持
TSLA
TESLA INC
-$879.0K
6,174
+1%
增持
QQQ
INVESCO QQQ TR
+$825.0K
4,872
+71%
增持
WINN
HARBOR ETF TRUST
+$802.0K
47,410
+258%
减持
AAPL
APPLE INC
-$636.0K
20,726
-1%
减持
GOOGL
ALPHABET INC
-$626.0K
15,657
-3%
增持
FV
FIRST TR EXCHANGE TRADED FD
-$624.0K
309,595
+4%
增持
BX
BLACKSTONE INC
-$546.0K
19,411
+3%
减持
AMZN
AMAZON COM INC
-$536.0K
14,971
-3%
减持
FYT
FIRST TR EXCHANGE-TRADED ALP
-$491.0K
71,731
-3%
减持
SLV
ISHARES SILVER TR
+$476.0K
112,322
-2%
增持
FTSM
FIRST TR EXCHANGE-TRADED FD
+$428.0K
64,182
+12%
增持
MSFT
MICROSOFT CORP
-$408.0K
9,134
+0%
减持
PANW
PALO ALTO NETWORKS INC
-$385.0K
20,371
-4%
增持
KO
COCA COLA CO
+$371.0K
33,205
+3%
增持
COWZ
PACER FDS TR
+$366.0K
54,831
+17%
减持
FDN
FIRST TR EXCHANGE-TRADED FD
-$356.0K
13,517
-2%
减持
FXL
FIRST TR EXCHANGE TRADED FD
-$328.0K
16,262
-3%
减持
DIS
DISNEY WALT CO
-$325.0K
17,109
-5%
增持
FTLS
FIRST TR EXCH TRADED FD III
+$322.0K
84,591
+9%
减持
FXR
FIRST TR EXCHANGE TRADED FD
-$294.0K
55,181
-0%
建仓
BABA
ALIBABA GROUP HLDG LTD
+$279.0K
2,107
减持
—
MEDTRONIC PLC
+$271.0K
28,373
-1%
增持
AVUV
AMERICAN CENTY ETF TR
+$262.0K
19,300
+31%
增持
SKYY
FIRST TR EXCHANGE TRADED FD
-$250.0K
17,413
+2%
减持
META
META PLATFORMS INC
-$246.0K
1,858
-17%
增持
CRWD
CROWDSTRIKE HLDGS INC
+$245.0K
2,894
+28%
清仓
IJR
ISHARES TR
-$217.0K
0
-100%
减持
FPX
FIRST TR EXCHANGE-TRADED FD
-$212.0K
21,734
-2%
增持
QTEC
FIRST TR NASDAQ 100 TECH IND
-$205.0K
13,917
+0%
增持
VMC
VULCAN MATLS CO
-$203.0K
11,358
+2%
建仓
IGSB
ISHARES TR
+$202.0K
3,858
减持
FDL
FIRST TR MORNINGSTAR DIVID L
+$190.0K
77,169
-2%
增持
TBIL
RBB FD INC
+$190.0K
126,653
+3%
增持
AMGN
AMGEN INC
+$184.0K
3,488
+1%
增持
ANET
ARISTA NETWORKS INC
-$167.0K
6,565
+7%
减持
FNX
FIRST TR MID CAP CORE ALPHAD
-$153.0K
12,198
-5%
减持
SDVY
FIRST TR EXCHANGE-TRADED FD
-$143.0K
57,138
-0%
增持
IWF
ISHARES TR
-$132.0K
3,319
+0%
减持
FTGS
FIRST TR EXCHANGE-TRADED FD
-$130.0K
60,294
-2%
减持
KNG
FIRST TR EXCHANGE-TRADED FD
-$127.0K
33,862
-7%
增持
LLY
ELI LILLY & CO
+$124.0K
1,324
+5%
增持
NOW
SERVICENOW INC
-$119.0K
473
+1%
减持
AMD
ADVANCED MICRO DEVICES INC
-$114.0K
4,880
-4%
减持
ILCG
ISHARES TR
-$106.0K
9,700
-3%
减持
FTC
FIRST TRUST LRGCP GWT ALPHAD
-$104.0K
10,131
-2%
增持
IWP
ISHARES TR
-$89.0K
9,779
+0%
减持
FCVT
FIRST TR EXCHANGE-TRADED FD
-$86.0K
42,615
-0%
减持
FXO
FIRST TR EXCHANGE TRADED FD
-$85.0K
40,657
-2%
增持
AIRR
FIRST TR EXCHANGE TRADED FD
+$85.0K
35,206
+17%
减持
RVNU
DBX ETF TR
-$78.0K
50,097
-4%
增持
MAR
MARRIOTT INTL INC NEW
-$76.0K
2,552
+4%
减持
FSK
FS KKR CAP CORP
-$75.0K
63,766
-2%
增持
IVW
ISHARES TR
-$74.0K
9,343
+1%
增持
QQQM
INVESCO EXCH TRADED FD TR II
-$72.0K
4,219
+0%
减持
OMFS
INVESCO EXCH TRD SLF IDX FD
-$67.0K
33,862
-1%
增持
KR
KROGER CO
+$67.0K
7,004
+5%
减持
RDVY
FIRST TR EXCHANGE TRADED FD
-$56.0K
65,979
-0%
减持
IJH
ISHARES TR
-$54.0K
13,654
-0%
增持
PTNQ
PACER FDS TR
-$48.0K
21,222
+1%
减持
OMFL
INVESCO EXCH TRD SLF IDX FD
-$48.0K
52,252
-0%
增持
CIBR
FIRST TR EXCHANGE TRADED FD
+$47.0K
32,269
+3%
增持
—
EXXON MOBIL CORP
+$43.0K
3,445
+1%
减持
CVX
CHEVRON CORP NEW
+$43.0K
2,502
-4%
增持
EMR
EMERSON ELEC CO
-$41.0K
4,226
+4%
减持
GRID
FIRST TR EXCHANGE TRADED FD
-$39.0K
5,076
-1%
增持
NXTG
FIRST TR EXCHANGE TRADED FD
+$39.0K
7,975
+7%
增持
VUG
VANGUARD INDEX FDS
-$38.0K
1,286
+2%
减持
CTAS
CINTAS CORP
+$37.0K
3,573
-6%
减持
NEE
NEXTERA ENERGY INC
-$32.0K
8,118
-4%
增持
RWJ
INVESCO EXCH TRADED FD TR II
-$32.0K
6,268
+0%
减持
FEX
FIRST TR LRGE CP CORE ALPHA
-$31.0K
4,107
-5%
减持
SRVR
PACER FDS TR
-$30.0K
12,602
-5%
增持
NFLX
NETFLIX INC
+$29.0K
257
+8%
增持
IWO
ISHARES TR
-$27.0K
843
+0%
增持
LOW
LOWES COS INC
-$24.0K
1,920
+0%
增持
VTV
VANGUARD INDEX FDS
+$24.0K
1,651
+7%
减持
PLTR
PALANTIR TECHNOLOGIES INC
+$23.0K
4,300
-4%
减持
—
PACER FDS TR
-$23.0K
11,717
-0%
增持
FGD
FIRST TR EXCHANGE TRADED FD
+$22.0K
10,947
+0%
增持
HAPI
HARBOR ETF TRUST
-$22.0K
27,342
+2%
增持
FAB
FIRST TR MULTI CP VAL ALPHA
-$22.0K
7,995
+0%
增持
WMT
WALMART INC
+$22.0K
17,154
+4%
减持
PCAR
PACCAR INC
-$21.0K
2,541
-2%
增持
ROBT
FIRST TR EXCHANGE TRADED FD
-$21.0K
6,140
+2%
增持
ONEV
SPDR SER TR
+$21.0K
11,324
+0%
增持
QQQJ
INVESCO EXCH TRADED FD TR II
-$21.0K
13,771
+1%
减持
NET
CLOUDFLARE INC
+$20.0K
10,615
-3%
增持
TDIV
FIRST TR EXCHANGE TRADED FD
-$19.0K
4,050
+0%
增持
BLK
BLACKROCK INC
-$19.0K
257
+1%
增持
KEY
KEYCORP
-$17.0K
18,122
+1%
增持
DBMF
LITMAN GREGORY FDS TR
-$16.0K
21,584
+1%
减持
OMC
OMNICOM GROUP INC
-$15.0K
3,432
-2%
增持
IVV
ISHARES TR
-$15.0K
1,101
+2%
增持
FXG
FIRST TR EXCHANGE TRADED FD
+$14.0K
8,661
+0%
增持
ODFL
OLD DOMINION FREIGHT LINE IN
-$13.0K
1,279
+0%
减持
PTLC
PACER FDS TR
-$13.0K
4,419
-2%
增持
BAC
BANK AMERICA CORP
-$12.0K
6,368
+1%
增持
LDSF
FIRST TR EXCHNG TRADED FD VI
+$11.0K
39,666
+1%
增持
VMBS
VANGUARD SCOTTSDALE FDS
+$10.0K
5,743
+2%
减持
IMCB
ISHARES TR
-$10.0K
4,242
-0%
增持
ISRG
INTUITIVE SURGICAL INC
-$9.0K
917
+3%
增持
FCEF
FIRST TR EXCHNG TRADED FD VI
+$9.0K
29,305
+1%
增持
QDPL
PACER FDS TR
-$8.0K
5,924
+1%
增持
IWD
ISHARES TR
+$5.0K
1,329
+0%
增持
AVGO
BROADCOM INC
-$5.0K
1,206
+35%
增持
ILCV
ISHARES TR
+$4.0K
4,371
+0%
增持
FTA
FIRST TR LRG CP VL ALPHADEX
+$4.0K
5,525
+1%
增持
HD
HOME DEPOT INC
-$4.0K
2,181
+6%
增持
LMBS
FIRST TR EXCHANGE-TRADED FD
+$4.0K
4,598
+1%
增持
—
INTERPUBLIC GROUP COS INC
-$3.0K
11,342
+2%
增持
HYLS
FIRST TR EXCHANGE-TRADED FD
+$3.0K
8,622
+2%
减持
FTCS
FIRST TR EXCHANGE-TRADED FD
+$2.0K
9,374
-2%
增持
FPE
FIRST TR EXCH TRADED FD III
+$2.0K
15,745
+1%
增持
FVC
FIRST TR EXCHANGE TRADED FD
-$2.0K
8,468
+3%
增持
FTSL
FIRST TR EXCHANGE-TRADED FD
+$2.0K
6,828
+2%
增持
FIW
FIRST TR EXCHANGE-TRADED FD
-$2.0K
2,151
+0%
增持
IFRA
ISHARES TR
-$1.0K
6,366
+2%
增持
TMO
THERMO FISHER SCIENTIFIC INC
-$1.0K
786
+4%
减持
HISF
FIRST TR EXCHANGE-TRADED FD
+$1.0K
12,485
-1%
