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Provident Wealth Management, LLC · 13F 持仓分析
期权收益计算器 机构排行

Provident Wealth Management, LLC

No.4967 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$3.88亿
环比变动 Q1 2026
+$5,781.0万+17.5%
持仓股票数
161
新买入
30
加仓
39
减仓
34
清仓
3
持股不变
58
持仓市值走势图
持仓板块构成
股票 历史所有权投资组合占比上一季度占比Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
TT. Rowe Price Exchangetraded Funds Inc U.S. Equity Research ETFTSPA
16.51%16.96%$6,413.0万134.9万股$5,608.3万137.1万股-2.2万股-1.60%减仓
PPacer基金信托COWZ
13.31%15.48%$5,168.8万83.1万股$5,116.5万81.8万股+1.3万股+1.61%加仓
S嘉信·U.S. LARGE-CAP GROWTH ETFSCHG
11.13%11.32%$4,323.2万127.8万股$3,741.9万128.5万股-6,995股-0.54%减仓
IiShares安硕信托DGRO
8.23%8.91%$3,195.9万42.2万股$2,944.4万42.0万股+2,122股+0.51%加仓
S嘉信·USSCHX
8.07%8.37%$3,136.3万106.6万股$2,766.5万107.9万股-1.3万股-1.23%减仓
V先锋领航指数基金VOT
4.34%2.19%$1,683.8万5.5万股$723.7万2.8万股+2.7万股+95.47%加仓
VVANGUARD MORNINGSTAR MID-CAP VALUE ETFVOE
3.27%3.54%$1,271.9万6.4万股$1,169.9万6.3万股+880股+1.39%加仓
I景顺交易所交易基金信托XSMO
2.42%2.34%$938.2万10.0万股$773.9万10.2万股-1,599股-1.57%减仓
IiShares安硕·COREIJR
2.31%2.27%$897.8万6.1万股$750.4万6.0万股+172股+0.28%加仓
F富达Covington信托FSMD
2.22%2.23%$864.1万16.3万股$736.3万16.5万股-1,153股-0.70%减仓
AAvantis·U SAVUV
2.16%2.27%$838.5万6.7万股$748.8万6.8万股-578股-0.85%减仓
F富达·ENHANCED LARGE CAP CORE ETFFBCV
2.04%$793.9万19.6万股$00股+19.6万股新买入
WWisdomTree信托EZM
1.99%2.02%$772.2万10.2万股$669.4万10.0万股+2,307股+2.32%加仓
LLAZARD INTERNATIONAL DYNAMIC EQUITY ETFIDEQ
1.58%1.5%$612.2万17.5万股$496.1万15.6万股+1.8万股+11.73%加仓
F第一信托交易所交易基金SDVY
1.57%1.67%$609.9万14.1万股$553.4万14.0万股+1,027股+0.73%加仓
SSPDR道富系列信托ONEV
1.53%1.65%$595.2万4.2万股$545.1万4.1万股+971股+2.39%加仓
IiShares安硕·MSCI EMERGING MARKETS EX CHINA ETFEMXC
0.75%0.62%$291.8万2.9万股$205.5万2.6万股+2,392股+9.15%加仓
苹果AAPL
0.75%0.72%$289.6万1.0万股$237.8万9,368股+639股+6.82%加仓
IiShares安硕信托ICVT
0.65%0.66%$251.7万2.1万股$218.3万2.1万股-773股-3.60%减仓
PPUTNAM ETF TRUSTPVAL
0.64%0.7%$249.7万4.9万股$232.9万5.0万股-1,187股-2.37%减仓
F富兰克林·INTERNATIONAL LOW VOLATILITY HIGH DIVIDEND INDEX ETFLVHI
0.64%0.68%$248.1万6.1万股$224.8万5.5万股+5,673股+10.23%加仓
DDimensional维度ETF信托DFIS
0.6%0.61%$233.0万6.7万股$202.3万6.0万股+6,435股+10.71%加仓
I景顺交易所交易基金信托RSP
0.6%0.65%$231.2万1.1万股$216.3万1.1万股-407股-3.61%减仓
宝洁PG
0.57%0.66%$222.0万1.5万股$219.6万1.5万股-70股-0.46%减仓
HHARBOR LONG-TERM GROWERSETFWINN
0.55%0.57%$213.1万6.6万股$187.4万6.8万股-1,980股-2.93%减仓
V先锋领航债券指数基金BSV
0.55%0.67%$212.4万2.7万股$221.3万2.8万股-963股-3.41%减仓
WWISDOMTREE INTERNATIONALHEDGED QUALITY DIVIDEND GROWTH FUNDIHDG
0.54%0.53%$211.6万4.0万股$176.0万3.7万股+3,853股+10.54%加仓
V先锋领航债券指数基金BIV
0.53%0.64%$204.4万2.7万股$212.2万2.7万股-841股-3.06%减仓
VVanEck Russia ETFBBH
0.5%0.57%$194.6万1.9万股$189.6万2.0万股-883股-4.50%减仓
GALLAGHER ARTHUR J & COMAJG
0.46%0.51%$179.5万7,819股$169.3万7,819股00.00%持仓不变
礼来LLY
0.41%0.37%$160.0万1,334股$122.1万1,328股+6股+0.45%加仓
PPIMCO 25 YEAR ZERO COUPON US TREASURY INDEX EXCHANGE-TRADED FUNDZROZ
0.41%0.48%$158.7万2.5万股$159.0万2.5万股-76股-0.31%减仓
IiShares安硕信托USMV
0.32%0.38%$124.5万1.3万股$124.6万1.3万股-533股-3.97%减仓
埃克森美孚XOM
0.3%0.35%$117.0万8,557股$115.6万6,814股+1,743股+25.58%加仓
IiShares安硕·S&P 100 ETFIWO
0.26%0.27%$100.9万2,759股$89.6万2,817股-58股-2.06%减仓
IISHARES HIGH YIELD MUNI ACTIVE ETFHIMU
0.26%0.3%$100.9万2.0万股$100.1万2.1万股-585股-2.81%减仓
微软MSFT
0.24%0.28%$93.8万2,514股$92.8万2,508股+6股+0.24%加仓
IiShares安硕·BROAD USD HIGH YIELD CORPORATE BOND ETFUSHY
0.23%0.15%$90.3万2.4万股$50.1万1.4万股+1.1万股+79.29%加仓
强生JNJ
0.19%0.15%$72.6万2,860股$48.7万1,992股+868股+43.57%加仓
英伟达NVDA
0.18%0.1%$71.6万3,578股$33.3万1,912股+1,666股+87.13%加仓
PProShares信托UDOW
0.17%0.14%$66.2万9,449股$47.4万9,449股00.00%持仓不变
谷歌AGOOGL
0.17%0.06%$64.3万1,798股$20.0万694股+1,104股+159.08%加仓
S道富SPYM
0.16%0.16%$62.7万7,132股$53.8万7,027股+105股+1.49%加仓
I景顺QQQ信托VOO
0.16%0.15%$62.7万851股$49.1万851股00.00%持仓不变
V先锋领航指数基金VBK
0.16%0.15%$61.4万1,678股$49.0万1,620股+58股+3.58%加仓
可口可乐KO
0.15%0.16%$56.5万6,957股$52.9万6,957股00.00%持仓不变
F第一信托·UST LONG/SHORT EQUITY ETFFTLS
0.14%0.16%$54.0万7,321股$53.6万7,617股-296股-3.89%减仓
FFLEXSHARES MORNINGSTAR GLOBAL UPSTREAM NATURAL RESOURCES INDEX FUNDGUNR
0.13%0.18%$51.7万1.0万股$60.2万1.1万股-425股-3.89%减仓
V先锋领航·SMALLVBR
0.13%0.13%$49.4万2,035股$43.2万1,989股+46股+2.31%加仓
沃尔玛WMT
0.12%0.1%$46.3万4,092股$33.5万2,694股+1,398股+51.89%加仓

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