13FBOX
Petros Family Wealth, LLC · 13F 持仓分析
期权收益计算器 机构排行

Petros Family Wealth, LLC

No.7848 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$1.64亿
环比变动 Q1 2026
+$2,320.6万+16.5%
持仓股票数
133
新买入
14
加仓
61
减仓
56
清仓
12
持股不变
2
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
SSPDR标普500 ETFSPY
5.78%5.75%$945.5万1.3万股$807.1万1.2万股+251股+2.02%加仓
AVANTIS INTLNGG
4.87%4.74%$797.1万8.9万股$665.5万7.8万股+1.1万股+13.91%加仓
苹果AAPL
4.82%4.82%$788.9万2.7万股$676.5万2.7万股+608股+2.28%加仓
V先锋领航·FTSEVEA
3.79%3.84%$620.1万8.7万股$539.2万8.4万股+2,887股+3.43%加仓
科磊KLAC
3.42%2.36%$559.2万1.9万股$331.2万2,249股+1.6万股+724.10%加仓
AAMERICAN CENTY ETF TR US QUALITY GROWQGRO
3.35%3.3%$548.5万4.6万股$463.1万4.4万股+2,370股+5.38%加仓
V先锋领航·MIDVO
3.26%3.78%$532.8万6.6万股$530.2万1.8万股+4.8万股+258.22%加仓
IiShares安硕·COREIJH
2.59%2.5%$423.5万5.5万股$350.8万5.2万股+2,983股+5.74%加仓
IiShares安硕·1-3 YEAR TREASURY BOND ETFSHY
2.45%2.38%$400.8万4.9万股$333.8万4.0万股+8,380股+20.73%加仓
英伟达NVDA
2.41%2.47%$394.1万2.0万股$347.1万2.0万股-208股-1.05%减仓
联合健康UNH
2.27%1.25%$371.2万8,931股$175.2万6,476股+2,455股+37.91%加仓
微软MSFT
2.27%2.56%$370.7万9,937股$359.2万9,703股+234股+2.41%加仓
PPacer基金信托COWZ
2.07%2.22%$338.4万5.4万股$312.1万5.0万股+4,520股+9.06%加仓
V先锋领航·FSTEVWO
2.07%2.24%$338.1万5.7万股$313.8万5.8万股-1,406股-2.42%减仓
A美国世纪ETF信托AVEM
1.66%1.37%$270.8万2.8万股$192.9万2.4万股+4,119股+17.20%加仓
思科CSCO
1.65%1.25%$269.6万2.3万股$175.1万2.3万股+380股+1.68%加仓
IiShares安硕信托IVV
1.54%1.48%$252.2万3,367股$207.3万3,174股+193股+6.08%加仓
摩根大通JPM
1.51%1.56%$247.7万7,566股$219.3万7,456股+110股+1.48%加仓
AAlphabet Inc Class CGOOG
1.48%1.42%$242.0万6,849股$198.9万6,933股-84股-1.21%减仓
AMD超威AMD
1.44%0.67%$236.1万4,064股$94.5万4,646股-582股-12.53%减仓
亚马逊AMZN
1.23%1.24%$201.3万8,448股$173.6万8,334股+114股+1.37%加仓
AMGEN COMAMGN
1.15%1.44%$187.4万5,176股$202.4万5,752股-576股-10.01%减仓
谷歌AGOOGL
1.15%1.17%$187.2万5,239股$164.7万5,729股-490股-8.55%减仓
IiShares安硕信托SGOV
1.12%0.51%$183.0万1.8万股$71.5万7,105股+1.1万股+155.86%加仓
HHARBOR ETF TRUSTEBIT
1.11%1.06%$181.6万4.5万股$148.8万4.2万股+2,945股+6.94%加仓
BBANK OF AMERBAC
1.11%1.1%$181.0万3.2万股$153.7万3.2万股+242股+0.77%加仓
好市多COST
1.06%1.26%$172.9万1,848股$177.2万1,778股+70股+3.94%加仓
L3哈里斯LHX
1.01%1.35%$164.5万5,660股$188.9万5,472股+188股+3.44%加仓
贝莱德·INC COMBLK
0.94%1.1%$154.1万1,602股$153.8万1,599股+3股+0.19%加仓
Phillips 66PSX
0.92%1.12%$150.8万8,918股$157.4万8,642股+276股+3.19%加仓
雷神技术RTX
0.92%1.08%$150.4万7,926股$151.9万7,873股+53股+0.67%加仓
艾默生电气EMR
0.91%0.93%$148.2万1.0万股$130.1万9,927股+424股+4.27%加仓
PPGIM ULTRAPULS
0.84%0.95%$138.0万2.8万股$133.2万2.7万股+950股+3.53%加仓
ANALOG DEVICES COMADI
0.81%1.1%$133.1万3,351股$154.5万4,855股-1,504股-30.98%减仓
TJXTJX
0.77%0.74%$125.3万8,268股$104.2万6,526股+1,742股+26.69%加仓
LOWES COS COMLOW
0.73%0.88%$120.1万5,448股$123.8万5,241股+207股+3.95%加仓
德州仪器TXN
0.73%0.55%$119.0万3,993股$77.4万3,988股+5股+0.13%加仓
IiShares安硕信托IEFA
0.72%0.86%$117.4万1.2万股$121.2万1.3万股-1,230股-9.19%减仓
史赛克SYK
0.7%0.83%$114.7万3,643股$117.0万3,561股+82股+2.30%加仓
IiShares安硕信托IBTP
0.69%0.75%$113.3万4.5万股$105.4万4.1万股+3,505股+8.52%加仓
IiShares安硕·RUSSELLIWM
0.68%0.68%$111.1万3,699股$95.6万3,855股-156股-4.05%减仓
可口可乐KO
0.66%0.7%$107.9万1.3万股$97.9万1.3万股+399股+3.10%加仓
V先锋领航指数基金VOO
0.65%0.57%$106.2万1,442股$80.5万1,395股+47股+3.37%加仓
Meta平台META
0.62%0.71%$101.6万1,803股$99.4万1,737股+66股+3.80%加仓
SSPDR行业精选信托XLK
0.62%0.45%$101.2万5,313股$63.7万4,795股+518股+10.80%加仓
N新纪元能源NEE
0.62%0.71%$100.8万1.1万股$99.8万1.1万股+736股+6.85%加仓
IiShares安硕信托IUSB
0.57%0.7%$93.0万2.0万股$98.3万2.1万股-1,121股-5.27%减仓
直觉外科ISRG
0.56%0.6%$91.7万2,305股$84.5万1,832股+473股+25.82%加仓
博通AVGO
0.56%0.55%$91.3万2,418股$77.6万2,507股-89股-3.55%减仓
IiShares安硕信托AGG
0.55%0.99%$89.7万9,058股$138.6万1.4万股-4,907股-35.14%减仓

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