13FBOX
Performance Wealth 合伙人 · 13F 持仓分析
期权收益计算器 机构排行

Performance Wealth 合伙人

Performance Wealth Partners, LLCNo.1118 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$40.26亿
环比变动 Q1 2026
+$5.80亿+16.8%
持仓股票数
235
新买入
36
加仓
110
减仓
58
清仓
13
持股不变
31
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
苹果AAPL
28.26%28.9%$11.38亿393.3万股$9.96亿392.5万股+8,388股+0.21%加仓
V先锋领航指数基金VUG
16.3%16.15%$6.56亿762.1万股$5.57亿127.4万股+634.7万股+498.04%加仓
AAlphabet Inc Class CGOOG
7.15%6.77%$2.88亿81.5万股$2.33亿81.3万股+2,228股+0.27%加仓
英伟达NVDA
7.08%7.15%$2.85亿142.6万股$2.46亿141.3万股+1.3万股+0.90%加仓
亚马逊AMZN
5.95%6.06%$2.40亿100.5万股$2.09亿100.3万股+2,287股+0.23%加仓
I景顺交易所交易基金IISPMO
3.66%1.15%$1.47亿91.2万股$3,970.7万35.4万股+55.8万股+157.55%加仓
GE VernovaGEV
3.6%3.04%$1.45亿12.3万股$1.05亿12.0万股+3,138股+2.61%加仓
高盛GS
3.54%3.42%$1.42亿14.1万股$1.18亿13.9万股+1,659股+1.19%加仓
微软MSFT
2.93%4.89%$1.18亿31.6万股$1.68亿45.5万股-13.9万股-30.50%减仓
V先锋领航·SPECIALIZED FUNDSVIG
1.9%1.98%$7,646.5万32.3万股$6,825.8万31.7万股+5,768股+1.82%加仓
摩根大通JPM
1.78%1.85%$7,182.0万21.9万股$6,362.5万21.6万股+3,120股+1.44%加仓
伯克希尔哈撒韦BRK.B
1.74%2.45%$6,990.0万14.0万股$8,429.6万17.6万股-3.6万股-20.59%减仓
博通AVGO
1.7%1.56%$6,842.0万18.1万股$5,381.7万17.4万股+7,249股+4.17%加仓
好市多COST
1.56%1.95%$6,287.3万6.7万股$6,716.7万6.7万股-197股-0.29%减仓
VanEck ETF信托SMH
1.14%$4,580.4万7.0万股$00股+7.0万股新买入
IiShares安硕信托IWY
0.65%0.57%$2,607.0万9.0万股$1,947.5万7.8万股+1.1万股+14.62%加仓
V先锋领航指数基金VTV
0.61%0.48%$2,473.8万11.4万股$1,658.2万8.5万股+2.9万股+34.31%加仓
VisaV
0.51%0.52%$2,063.1万6.0万股$1,779.9万5.9万股+1,242股+2.11%加仓
V先锋领航指数基金VB
0.47%0.41%$1,888.8万6.2万股$1,400.2万5.3万股+8,852股+16.56%加仓
V先锋领航白厅基金VYM
0.47%0.59%$1,878.8万11.9万股$2,019.7万13.6万股-1.7万股-12.82%减仓
沃尔玛WMT
0.44%0.52%$1,778.7万15.7万股$1,797.8万14.5万股+1.2万股+8.56%加仓
谷歌AGOOGL
0.37%0.34%$1,483.4万4.2万股$1,178.8万4.1万股+517股+1.26%加仓
F富达Covington信托FDVV
0.33%0.29%$1,322.4万21.9万股$1,003.5万18.2万股+3.8万股+20.74%加仓
V先锋领航指数基金VBK
0.3%0.31%$1,226.5万3.4万股$1,051.9万3.5万股-1,265股-3.63%减仓
SSPDR标普500 ETFSPY
0.29%0.3%$1,178.8万1.6万股$1,039.8万1.6万股-203股-1.27%减仓
DDefiance·AI & POWER INFRASTRUCTURE ETFAIPO
0.29%$1,177.6万35.2万股$00股+35.2万股新买入
AMD超威AMD
0.25%0.11%$1,026.5万1.8万股$364.8万1.8万股-263股-1.47%减仓
艾伯维ABBV
0.23%0.17%$935.1万3.7万股$572.4万2.6万股+1.1万股+41.20%加仓
GE航空GE
0.17%0.13%$690.8万1.8万股$449.1万1.6万股+2,657股+16.79%加仓
Meta平台META
0.17%1.27%$683.7万1.2万股$4,388.0万7.7万股-6.5万股-84.18%减仓
F第一信托交易所交易基金SDVY
0.17%$678.0万15.7万股$00股+15.7万股新买入
派克汉尼汾PH
0.16%0.15%$630.8万6,449股$514.2万5,744股+705股+12.27%加仓
F第一信托交易所交易基金RDVY
0.16%$627.5万7.7万股$00股+7.7万股新买入
BBANK OF AMERBAC
0.15%0.13%$592.1万10.4万股$455.7万9.3万股+1.0万股+11.17%加仓
特斯拉TSLA
0.14%0.15%$559.3万1.3万股$508.4万1.4万股-378股-2.76%减仓
IiShares安硕信托STIP
0.14%0.16%$553.8万5.4万股$557.5万5.4万股+309股+0.57%加仓
礼来LLY
0.14%0.12%$548.2万4,570股$406.4万4,419股+151股+3.42%加仓
IiShares安硕信托USMV
0.13%0.12%$532.2万5.5万股$410.8万4.4万股+1.1万股+24.54%加仓
雪佛龙CVX
0.13%0.16%$507.9万3.1万股$565.1万2.7万股+3,328股+12.18%加仓
I景顺·S&PIDMO
0.12%0.1%$501.5万8.3万股$358.5万6.5万股+1.8万股+27.25%加仓
V先锋领航·FTSEVEA
0.12%0.09%$471.5万6.6万股$313.1万4.9万股+1.7万股+35.43%加仓
卡特彼勒CAT
0.12%0.05%$464.5万4,362股$172.5万2,435股+1,927股+79.14%加仓
Bloom EnergyBE
0.11%$449.8万1.5万股$00股+1.5万股新买入
SSPDR行业精选信托XLE
0.11%0.97%$433.5万8.2万股$3,337.5万54.5万股-46.3万股-85.02%减仓
康宁GLW
0.1%0.06%$412.7万1.6万股$219.6万1.6万股+6股+0.04%加仓
S嘉信·FUNDAMENTAL EMERGING MARKETS EQUITY ETFFNDE
0.1%0.08%$397.6万10.0万股$288.8万7.5万股+2.5万股+32.74%加仓
应用材料AMAT
0.1%0.05%$396.7万5,487股$187.2万5,477股+10股+0.18%加仓
V先锋领航指数基金VOO
0.1%0.1%$388.0万5,649股$337.9万5,654股-5股-0.09%减仓
IiShares安硕·1-3 YEAR TREASURY BOND ETFSHY
0.09%0.1%$362.1万4.4万股$338.9万4.1万股+3,050股+7.43%加仓
I景顺QQQ信托VOO
0.09%0.08%$352.4万4,785股$284.2万4,924股-139股-2.82%减仓

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