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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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 150 项
建仓 30
增持 119
减持 1
方向
标的
Δ市值
现股数(环比)
增持
FV
FIRST TR EXCHANGE TRADED FD
+$17.1M
609,498
+94%
增持
NVDA
NVIDIA CORPORATION
+$11.4M
132,665
+111%
增持
TBIL
RBB FD INC
+$9.3M
331,021
+129%
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。
增持
PSLV
SPROTT ASSET MANAGEMENT LP
+$7.2M
571,348
+100%
增持
FTLS
FIRST TR EXCH TRADED FD III
+$6.5M
182,051
+106%
增持
AAPL
APPLE INC
+$6.5M
50,631
+115%
增持
PHYS
SPROTT ASSET MANAGEMENT LP
+$5.4M
286,988
+100%
增持
QQQ
INVESCO QQQ TR
+$5.2M
16,913
+128%
增持
FVD
FIRST TR EXCHANGE-TRADED FD
+$5.0M
207,927
+99%
增持
PANW
PALO ALTO NETWORKS INC
+$4.9M
64,004
+118%
增持
KO
COCA COLA CO
+$4.8M
107,208
+121%
增持
WMT
WALMART INC
+$4.6M
60,758
+126%
增持
FDL
FIRST TR EXCHANGE-TRADED FD
+$4.5M
156,256
+100%
增持
NFLX
NETFLIX INC.
+$4.4M
72,132
+168%
增持
GOOGL
ALPHABET INC
+$4.4M
32,643
+104%
增持
RDVY
FIRST TR EXCHANGE TRADED FD
+$4.3M
127,271
+100%
增持
AIRR
FIRST TR EXCHANGE TRADED FD
+$4.2M
69,270
+97%
增持
MISL
FIRST TR EXCHANGE-TRADED FD
+$4.2M
191,122
+89%
增持
META
META PLATFORMS INC
+$4.1M
9,646
+333%
增持
FYT
FIRST TR EXCHANGE-TRADED ALP
+$4.0M
122,605
+96%
增持
FTSM
FIRST TR EXCHANGE-TRADED FD
+$4.0M
133,525
+99%
增持
HGER
HARBOR ETF TRUST
+$4.0M
189,644
+146%
增持
AMZN
AMAZON COM INC
+$3.9M
37,752
+117%
增持
COWZ
PACER FDS TR
+$3.8M
117,042
+100%
增持
LLY
ELI LILLY & CO
+$3.8M
9,106
+112%
增持
VMC
VULCAN MATLS CO
+$3.7M
26,850
+115%
增持
OSEA
HARBOR ETF TRUST
+$3.7M
229,294
+137%
增持
MSFT
MICROSOFT CORP
+$3.5M
22,988
+120%
增持
FPX
FIRST TR EXCHANGE-TRADED FD
+$3.1M
40,613
+100%
增持
AVUV
AMERICAN CENTY ETF TR
+$3.1M
48,292
+118%
增持
WINN
HARBOR ETF TRUST
+$3.0M
217,364
+127%
建仓
FBT
FIRST TR EXCHANGE-TRADED FD
+$2.8M
14,098
增持
NET
CLOUDFLARE INC
+$2.7M
23,360
+117%
建仓
ALAI
THE ALGER ETF TRUST
+$2.7M
81,658
增持
BX
BLACKSTONE INC
+$2.4M
53,095
+124%
增持
FDN
FIRST TR EXCHANGE-TRADED FD
+$2.3M
24,796
+90%
增持
EMLP
FIRST TR EXCHANGE-TRADED FD
+$2.2M
91,380
+97%
增持
FXL
FIRST TR EXCHANGE-TRADED FD
+$2.2M
31,169
+92%
增持
SDVY
FIRST TR EXCHANGE TRADED FD
+$2.2M
110,418
+98%
增持
QQXT
FIRST TR EXCHANGE-TRADED FD
+$2.1M
46,047
+94%
增持
—
MEDTRONIC PLC
+$2.1M
54,380
+101%
增持
HD
HOME DEPOT INC
+$1.9M
11,342
+118%
增持
FXO
FIRST TR EXCHANGE-TRADED FD
+$1.9M
77,429
+92%
增持
FCVT
FIRST TR EXCHANGE-TRADED FD
+$1.8M
83,220
+93%
增持
FTGS
FIRST TR EXCHANGE-TRADED FD
+$1.8M
113,813
+94%
增持
KVLE
KRANESHARES TRUST
+$1.7M
99,356
+224%
增持
ONEV
SPDR SERIES TRUST
+$1.6M
23,041
+100%
增持
CRWD
CROWDSTRIKE HLDGS INC
+$1.6M
8,426
+127%
增持
FTC
FIRST TR EXCHANGE-TRADED ALP
+$1.5M
20,776
+98%
增持
OMFL
INVESCO EXCH TRD SLF IDX FD
+$1.5M
50,069
+101%
增持
FNX
FIRST TR EXCHANGE-TRADED ALP
+$1.4M
22,592
+92%
增持
CIBR
FIRST TR EXCHANGE-TRADED FD
+$1.4M
54,409
+91%
增持
KNG
FIRST TR EXCHANGE-TRADED FD
+$1.4M
57,797
+97%
增持
LRGG
NOMURA ETF TR
+$1.4M
95,940
+161%
增持
AMGN
AMGEN INC
+$1.4M
7,142
+101%
增持
SKYY
FIRST TR EXCHANGE-TRADED FD
+$1.3M
30,708
+97%
增持
SYM
SYMBOTIC INC
+$1.3M
41,334
+180%
增持
ANET
ARISTA NETWORKS INC
+$1.3M
21,728
+102%
增持
VUG
VANGUARD INDEX FDS
+$1.2M
4,319
+208%
增持
VTV
VANGUARD INDEX FDS
+$1.2M
7,928
+313%
建仓
FRTY
THE ALGER ETF TRUST
+$1.2M
60,830
增持
TJX
TJX COS INC NEW
+$1.2M
9,887
+268%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$1.2M
21,877
+478%
增持
IWF
ISHARES TR
+$1.2M
6,162
+98%
增持
KMB
KIMBERLY-CLARK CORP
+$1.1M
25,342
+97%
增持
HAPI
HARBOR ETF TRUST
+$1.1M
58,660
+101%
增持
IWP
ISHARES TR
+$1.1M
19,042
+97%
增持
RVNU
DBX ETF TR
+$1.1M
92,995
+93%
增持
FYC
FIRST TR EXCHANGE-TRADED ALP
+$1.1M
21,809
+100%
增持
—
EXXON MOBIL CORP
+$1.1M
9,612
+102%
增持
EMEQ
NOMURA ETF TR
+$1.0M
41,270
+104%
增持
CRWV
COREWEAVE INC
+$1.0M
19,358
+188%
增持
AMD
ADVANCED MICRO DEVICES INC
+$977.2K
10,142
+100%
增持
IVW
ISHARES TR
+$965.8K
18,149
+106%
增持
FTCS
FIRST TR EXCHANGE-TRADED FD
+$964.6K
20,008
+108%
建仓
AVDE
AMERICAN CENTY ETF TR
+$939.3K
11,069
建仓
DELL
DELL TECHNOLOGIES INC
+$933.5K
5,688
建仓
CNEQ
THE ALGER ETF TRUST
+$925.5K
29,740
增持
VTI
VANGUARD INDEX FDS
+$917.0K
5,894
+103%
增持
IJH
ISHARES TR
+$889.8K
25,854
+99%
增持
QQQM
INVESCO EXCH TRADED FD TR II
+$872.9K
8,085
+95%
增持
FAD
FIRST TR EXCHANGE-TRADED ALP
+$832.7K
10,674
+100%
增持
MAR
MARRIOTT INTL INC NEW
+$825.9K
4,796
+101%
增持
FAB
FIRST TR EXCHANGE-TRADED ALP
+$821.7K
16,387
+101%
增持
IVV
ISHARES TR
+$805.1K
2,381
+117%
增持
ILCG
ISHARES TR
+$791.3K
18,468
+98%
增持
ILDR
FIRST TR EXCHNG TRADED FD VI
+$783.7K
41,756
+200%
增持
NEE
NEXTERA ENERGY INC
+$778.3K
14,683
+101%
增持
OMFS
INVESCO EXCH TRD SLF IDX FD
+$726.7K
31,661
+99%
增持
NXTG
FIRST TR EXCHANGE-TRADED FD
+$702.7K
12,458
+94%
增持
CVX
CHEVRON CORPORATION
+$695.1K
5,348
+98%
增持
EMR
EMERSON ELEC CO
+$693.5K
10,683
+101%
增持
GRID
FIRST TR EXCHANGE-TRADED FD
+$674.8K
7,877
+96%
增持
LDSF
FIRST TR EXCHNG TRADED FD VI
+$662.8K
74,492
+91%
减持
FXU
FIRST TR EXCHANGE-TRADED FD
-$660.3K
35,891
-34%
建仓
SNOW
SNOWFLAKE INC
+$627.1K
4,158
增持
FCEF
FIRST TR EXCHNG TRADED FD VI
+$627.0K
56,393
+102%
增持
KR
KROGER CO
+$603.0K
15,085
+93%
建仓
AGIX
KRANESHARES TRUST
+$601.0K
18,340
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$588.5K
2,582
+100%
增持
FXG
FIRST TR EXCHANGE-TRADED FD
+$573.6K
17,258
+99%
增持
DBMF
LITMAN GREGORY FDS TR
+$565.4K
37,439
+86%
增持
FTA
FIRST TR EXCHANGE-TRADED ALP
+$556.7K
11,258
+101%
增持
AVGO
BROADCOM INC
+$549.8K
4,108
+97%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$539.6K
8,130
+122%
建仓
CAT
CATERPILLAR INC
+$522.8K
737
增持
QQQJ
INVESCO EXCH TRADED FD TR II
+$500.2K
28,080
+100%
增持
TSLA
TESLA INC
+$462.8K
8,876
+41%
建仓
VWO
VANGUARD INTL EQUITY INDEX F
+$460.1K
8,509
建仓
FTGC
FIRST TR EXCHANGE TRAD FD VI
+$457.0K
15,918
增持
SRVR
PACER FDS TR
+$420.0K
24,869
+100%
增持
ILCV
ISHARES TR
+$408.1K
8,844
+101%
建仓
CARZ
FIRST TR EXCHANGE-TRADED FD
+$407.4K
5,042
增持
—
PACER FDS TR
+$406.0K
22,140
+102%
增持
CTAS
CINTAS CORP
+$403.1K
5,352
+100%
增持
FEX
FIRST TR EXCHANGE-TRADED ALP
+$401.0K
6,389
+100%
增持
VMBS
VANGUARD SCOTTSDALE FDS
+$400.5K
14,098
+154%
增持
HISF
FIRST TR EXCHANGE-TRADED FD
+$386.3K
17,836
+99%
增持
ISRG
INTUITIVE SURGICAL INC
+$381.9K
2,164
+99%
建仓
LALT
FIRST TR EXCHNG TRADED FD VI
+$377.8K
15,547
建仓
VB
VANGUARD INDEX FDS
+$375.5K
1,432
增持
COST
COSTCO WHOLESALE CORPORATION
+$375.4K
581
+144%
增持
FSK
FS KKR CAP CORP
+$373.5K
136,189
+99%
建仓
BWX
SPDR SERIES TRUST
+$373.4K
17,011
建仓
SO
SOUTHERN CO
+$369.7K
3,830
建仓
GSK
GSK PLC
+$369.1K
6,688
增持
FGD
FIRST TR EXCHANGE-TRADED FD
+$369.0K
21,970
+100%
建仓
UCON
FIRST TR EXCHNG TRADED FD VI
+$368.7K
14,884
建仓
IMAX
IMAX CORP
+$364.9K
9,600
增持
IMCB
ISHARES TR
+$363.0K
8,604
+101%
增持
KEY
KEYCORP
+$361.5K
36,741
+102%
增持
MDIV
FIRST TR EXCHANGE TRADED FD
+$359.5K
43,260
+100%
建仓
GOOG
ALPHABET INC
+$358.1K
1,248
建仓
BNDX
VANGUARD CHARLOTTE FDS
+$349.4K
7,272
建仓
EDOW
FIRST TR EXCHANGE-TRADED FD
+$336.9K
8,304
增持
LOW
LOWES COS INC
+$332.6K
2,862
+101%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$330.8K
1,549
+108%
建仓
QQEW
FIRST TR EXCHANGE-TRADED FD
+$329.7K
2,595
建仓
DOV
DOVER CORP
+$327.7K
1,572
建仓
SCHW
SCHWAB CHARLES CORP
+$326.8K
3,478
增持
HYLS
FIRST TR EXCHANGE-TRADED FD
+$323.8K
16,409
+101%
增持
RWJ
INVESCO EXCH TRADED FD TR II
+$321.4K
12,302
+100%
建仓
QDPL
PACER FDS TR
+$318.6K
7,936
增持
TDIV
FIRST TR EXCHANGE TRADED FD
+$318.0K
7,004
+101%
建仓
IUSB
ISHARES TR
+$313.5K
6,786
增持
ODFL
OLD DOMINION FREIGHT LINE IN
+$301.8K
2,575
+100%
建仓
PEP
PEPSICO INC
+$298.2K
1,920
建仓
GEV
GE VERNOVA INC
+$297.6K
340
建仓
IVE
ISHARES TR
+$296.6K
1,405
增持
IWD
ISHARES TR
+$294.5K
2,704
+101%
