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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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 138 项
建仓 11
增持 72
减持 49
清仓 6
方向
标的
Δ市值
现股数(环比)
清仓
SLV
ISHARES SILVER TR
-$3.5M
0
-100%
建仓
PSLV
SPROTT PHYSICAL SILVER TR
+$3.1M
252,927
增持
NVDA
NVIDIA CORPORATION
+$3.1M
57,222
+4%
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。
清仓
QTEC
FIRST TR NASDAQ 100 TECH IND
-$2.4M
0
-100%
建仓
QQXT
FIRST TR EXCHANGE-TRADED FD
+$2.4M
23,955
建仓
OSEA
HARBOR ETF TRUST
+$2.2M
76,654
增持
FV
FIRST TR EXCHANGE TRADED FD
+$1.6M
314,250
+2%
减持
OMFL
INVESCO EXCH TRD SLF IDX FD
-$1.3M
25,939
-50%
建仓
HGER
HARBOR ETF TRUST
+$1.3M
52,893
减持
MSFT
MICROSOFT CORP
+$1.1M
9,088
-1%
增持
PANW
PALO ALTO NETWORKS INC
+$1.1M
22,192
+9%
增持
QQQ
INVESCO QQQ TR
+$1.1M
6,053
+24%
增持
HD
HOME DEPOT INC
+$1.1M
5,056
+132%
减持
GLD
SPDR GOLD TR
-$1.0M
968
-79%
增持
WINN
HARBOR ETF TRUST
+$832.0K
68,447
+44%
增持
PHYS
SPROTT PHYSICAL GOLD TR
+$765.0K
135,416
+22%
建仓
FYC
FIRST TR EXCHANGE-TRADED ALP
+$753.0K
9,464
增持
CRWD
CROWDSTRIKE HLDGS INC
+$750.0K
3,475
+20%
增持
AMZN
AMAZON COM INC
+$609.0K
15,758
+5%
增持
ANET
ARISTA NETWORKS INC
+$591.0K
10,750
+64%
增持
WMT
WALMART INC
+$537.0K
20,890
+22%
减持
FDN
FIRST TR EXCHANGE-TRADED FD
+$520.0K
13,082
-3%
增持
AIRR
FIRST TR EXCHANGE TRADED FD
+$518.0K
35,865
+2%
减持
FPX
FIRST TR EXCHANGE-TRADED FD
+$503.0K
20,231
-7%
增持
BMY
BRISTOL-MYERS SQUIBB CO
-$479.0K
39,689
+5%
增持
VMC
VULCAN MATLS CO
+$460.0K
11,923
+5%
增持
BX
BLACKSTONE INC
+$407.0K
20,855
+7%
减持
FXL
FIRST TR EXCHANGE TRADED FD
+$405.0K
16,242
-0%
减持
CIBR
FIRST TR EXCHANGE TRADED FD
+$397.0K
32,146
-0%
增持
KO
COCA COLA CO
+$374.0K
38,897
+17%
减持
AAPL
APPLE INC
-$374.0K
20,616
-1%
增持
FTLS
FIRST TR EXCH TRADED FD III
+$352.0K
87,093
+3%
建仓
KVLE
KRANESHARES TRUST
+$340.0K
13,080
增持
GOOGL
ALPHABET INC
+$339.0K
15,664
+0%
减持
SKYY
FIRST TR EXCHANGE TRADED FD
+$333.0K
17,370
-0%
减持
TSLA
TESLA INC
+$315.0K
6,027
-2%
建仓
LRGG
MACQUARIE ETF TRUST
+$278.0K
9,680
建仓
TJX
TJX COS INC NEW
+$271.0K
2,195
增持
FTGS
FIRST TR EXCHANGE-TRADED FD
+$268.0K
60,300
+0%
减持
META
META PLATFORMS INC
+$264.0K
1,809
-3%
减持
DIS
DISNEY WALT CO
+$247.0K
15,613
-9%
清仓
PCAR
PACCAR INC
-$247.0K
0
-100%
清仓
BLK
BLACKROCK INC
-$243.0K
0
-100%
增持
AVUV
AMERICAN CENTY ETF TR
+$237.0K
21,066
+9%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$233.0K
4,375
+2%
减持
FXR
FIRST TR EXCHANGE TRADED FD
+$232.0K
54,911
-0%
清仓
FISV
FISERV INC
-$221.0K
0
-100%
建仓
DIVO
AMPLIFY ETF TR
+$217.0K
5,105
清仓
QDPL
PACER FDS TR
-$216.0K
0
-100%
增持
EMR
EMERSON ELEC CO
+$209.0K
5,042
+19%
建仓
IJR
ISHARES TR
+$206.0K
1,885
增持
AMD
ADVANCED MICRO DEVICES INC
+$203.0K
4,961
+2%
建仓
BWX
SPDR SERIES TRUST
+$201.0K
8,571
减持
IWP
ISHARES TR
+$198.0K
9,714
-1%
减持
FTC
FIRST TR EXCHANGE-TRADED ALP
+$194.0K
10,098
-0%
减持
—
MEDTRONIC PLC
-$182.0K
27,168
-4%
增持
FCVT
FIRST TR EXCHANGE-TRADED FD
+$171.0K
42,750
+0%
增持
QQQM
INVESCO EXCH TRADED FD TR II
+$164.0K
4,305
+2%
增持
EMLP
FIRST TR EXCHANGE-TRADED FD
+$162.0K
47,323
+10%
增持
HAPI
HARBOR ETF TRUST
+$161.0K
28,637
+5%
减持
IWF
ISHARES TR
+$158.0K
3,197
-4%
增持
NOW
SERVICENOW INC
+$156.0K
518
+10%
减持
RDVY
FIRST TR EXCHANGE TRADED FD
+$152.0K
63,974
-3%
减持
ILCG
ISHARES TR
+$150.0K
9,660
-0%
增持
NFLX
NETFLIX INC
+$142.0K
285
+11%
减持
CTAS
CINTAS CORP
-$142.0K
2,658
-26%
增持
AVGO
BROADCOM INC
+$142.0K
1,248
+3%
减持
LOW
LOWES COS INC
-$135.0K
1,410
-27%
增持
FXO
FIRST TR EXCHANGE TRADED FD
+$131.0K
40,773
+0%
增持
AMGN
AMGEN INC
-$112.0K
3,492
+0%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$101.0K
714
-9%
增持
VUG
VANGUARD INDEX FDS
+$99.0K
1,314
+2%
减持
SDVY
FIRST TR EXCHANGE-TRADED FD
+$98.0K
57,031
-0%
减持
IVW
ISHARES TR
+$97.0K
8,753
-6%
增持
FDL
FIRST TR EXCHANGE-TRADED FD
-$97.0K
77,732
+1%
增持
—
EXXON MOBIL CORP
+$95.0K
4,681
+36%
减持
PTNQ
PACER FDS TR
-$94.0K
19,802
-7%
增持
FAD
FIRST TR EXCHANGE-TRADED ALP
+$93.0K
5,318
+0%
增持
FTSM
FIRST TR EXCHANGE-TRADED FD
+$90.0K
65,663
+2%
增持
TBIL
RBB FD INC
+$85.0K
128,401
+1%
增持
COWZ
PACER FDS TR
+$78.0K
55,924
+2%
增持
FNX
FIRST TR EXCHANGE-TRADED ALP
+$75.0K
12,226
+0%
增持
ISRG
INTUITIVE SURGICAL INC
+$71.0K
967
+5%
增持
TDIV
FIRST TR EXCHANGE TRADED FD
+$68.0K
4,064
+0%
减持
FYT
FIRST TR EXCHANGE-TRADED ALP
-$68.0K
69,381
-3%
增持
KR
KROGER CO
+$68.0K
7,563
+8%
增持
BAC
BANK AMERICA CORP
+$67.0K
7,036
+10%
减持
KNG
FIRST TR EXCHANGE-TRADED FD
-$60.0K
33,622
-1%
减持
FVD
FIRST TR EXCHANGE-TRADED FD
-$59.0K
104,457
-1%
减持
OMC
OMNICOM GROUP INC
-$57.0K
3,170
-8%
减持
IVV
ISHARES TR
+$53.0K
1,082
-2%
减持
BABA
ALIBABA GROUP HLDG LTD
-$52.0K
2,000
-5%
增持
QQQJ
INVESCO EXCH TRADED FD TR II
+$52.0K
14,149
+3%
增持
IJH
ISHARES TR
+$52.0K
13,697
+0%
减持
NXTG
FIRST TR EXCHANGE-TRADED FD
-$51.0K
6,438
-19%
减持
—
INTERPUBLIC GROUP COS INC
-$47.0K
10,664
-6%
减持
IFRA
ISHARES TR
-$47.0K
4,885
-23%
减持
MAR
MARRIOTT INTL INC NEW
+$42.0K
2,381
-7%
减持
DBMF
LITMAN GREGORY FDS TR
-$42.0K
19,545
-9%
增持
SRVR
PACER FDS TR
+$39.0K
12,646
+0%
减持
OMFS
INVESCO EXCH TRD SLF IDX FD
+$38.0K
33,038
-2%
增持
FGD
FIRST TR EXCHANGE TRADED FD
+$37.0K
10,951
+0%
增持
CVX
CHEVRON CORP NEW
-$36.0K
2,673
+7%
增持
FEX
FIRST TR EXCHANGE-TRADED ALP
+$32.0K
4,117
+0%
减持
FXU
FIRST TR EXCHANGE TRADED FD
+$28.0K
56,250
-2%
增持
IWO
ISHARES TR
+$26.0K
844
+0%
增持
IMCB
ISHARES TR
+$25.0K
4,256
+0%
增持
RVNU
DBX ETF TR
-$24.0K
50,441
+1%
减持
FSK
FS KKR CAP CORP
-$21.0K
63,360
-1%
减持
KEY
KEYCORP
+$20.0K
17,810
-2%
增持
FTCS
FIRST TR EXCHANGE-TRADED FD
+$19.0K
9,453
+1%
减持
ONEV
SPDR SERIES TRUST
+$18.0K
11,263
-1%
减持
FXG
FIRST TR EXCHANGE TRADED FD
-$18.0K
8,658
-0%
减持
ROBT
FIRST TR EXCHANGE TRADED FD
+$17.0K
5,533
-10%
增持
FAB
FIRST TR EXCHANGE-TRADED ALP
+$16.0K
8,026
+0%
增持
FIW
FIRST TR EXCHANGE-TRADED FD
+$16.0K
2,156
+0%
减持
RWJ
INVESCO EXCH TRADED FD TR II
+$15.0K
6,230
-1%
增持
FTA
FIRST TR EXCHANGE-TRADED ALP
+$12.0K
5,547
+0%
减持
GRID
FIRST TR EXCHANGE TRADED FD
-$11.0K
4,048
-20%
增持
ILCV
ISHARES TR
+$10.0K
4,392
+0%
增持
HYLS
FIRST TR EXCHANGE-TRADED FD
+$10.0K
8,699
+1%
减持
PTLC
PACER FDS TR
-$9.0K
4,287
-3%
增持
IWD
ISHARES TR
+$9.0K
1,335
+0%
减持
VTV
VANGUARD INDEX FDS
-$8.0K
1,568
-5%
减持
FCEF
FIRST TR EXCHNG TRADED FD VI
+$8.0K
28,701
-2%
增持
LDSF
FIRST TR EXCHNG TRADED FD VI
+$7.0K
39,717
+0%
增持
NEE
NEXTERA ENERGY INC
-$7.0K
8,179
+1%
增持
FPE
FIRST TR EXCH TRADED FD III
+$7.0K
15,966
+1%
增持
FTSL
FIRST TR EXCHANGE-TRADED FD
+$7.0K
6,944
+2%
增持
FVC
FIRST TR EXCHANGE TRADED FD
+$5.0K
8,526
+1%
增持
ODFL
OLD DOMINION FREIGHT LINE IN
-$4.0K
1,282
+0%
增持
IGSB
ISHARES TR
+$4.0K
3,901
+1%
减持
HISF
FIRST TR EXCHANGE-TRADED FD
-$4.0K
12,264
-2%
增持
VMBS
VANGUARD SCOTTSDALE FDS
+$3.0K
5,806
+1%
增持
LMBS
FIRST TR EXCHANGE-TRADED FD
+$3.0K
4,645
+1%
增持
LLY
ELI LILLY & CO
-$3.0K
1,398
+6%
增持
—
PACER FDS TR
-$2.0K
11,736
+0%
增持
DKS
DICKS SPORTING GOODS INC
-$1.0K
1,263
+1%
