Proactive Wealth Strategies LLC 13F 持仓 · 2026年Q2

Proactive Wealth Strategies 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 222 只证券，申报市值合计 6.23 亿美元。前几大持仓：FV（7.37%）、NVDA（4.48%）、PANW（3.68%）。本季前 25 大持仓中：增持 16 只、减持 9 只。

排名	代码	公司	市值	占组合	股数	变动
1	FV	FIRST TR EXCHANGE TRADED FD	$45.9M	7.37%	604,871	减持
2	NVDA	NVIDIA CORPORATION	$27.9M	4.48%	139,435	增持
3	PANW	PALO ALTO NETWORKS INC	$22.9M	3.68%	67,278	增持
4	AAPL	APPLE INC	$16.7M	2.67%	57,593	增持
5	TBIL	RBB FD INC	$16.6M	2.66%	332,352	增持
6	FTLS	FIRST TR EXCH TRADED FD III	$13.4M	2.15%	181,593	减持
7	QQQ	INVESCO QQQ TR	$12.7M	2.04%	17,273	增持
8	GOOGL	ALPHABET INC	$11.8M	1.89%	33,012	增持
9	LLY	ELI LILLY & CO	$11.6M	1.86%	9,669	增持
10	PSLV	SPROTT ASSET MANAGEMENT LP	$10.7M	1.72%	569,500	减持
11	RDVY	FIRST TR EXCHANGE TRADED FD	$10.2M	1.64%	126,221	减持
12	FVD	FIRST TR EXCHANGE-TRADED FD	$10.0M	1.60%	207,292	减持
13	MSFT	MICROSOFT CORP	$9.6M	1.54%	25,783	增持
14	AMZN	AMAZON COM INC	$9.5M	1.52%	39,804	增持
15	AIRR	FIRST TR EXCHANGE TRADED FD	$9.3M	1.49%	69,651	增持
16	KO	COCA COLA CO	$9.1M	1.47%	112,373	增持
17	MISL	FIRST TR EXCHANGE-TRADED FD	$8.7M	1.40%	190,085	减持
18	PHYS	SPROTT ASSET MANAGEMENT LP	$8.7M	1.39%	287,086	增持
19	FPX	FIRST TR EXCHANGE-TRADED FD	$8.3M	1.34%	40,464	减持
20	FYT	FIRST TR EXCHANGE-TRADED ALP	$8.3M	1.34%	119,349	减持
21	VMC	VULCAN MATLS CO	$8.3M	1.33%	28,036	增持
22	OSEA	HARBOR ETF TRUST	$8.2M	1.31%	267,870	增持
23	FTSM	FIRST TR EXCHANGE-TRADED FD	$7.7M	1.24%	129,422	减持
24	FDL	FIRST TR EXCHANGE-TRADED FD	$7.6M	1.23%	157,158	增持
25	AVUV	AMERICAN CENTY ETF TR	$7.2M	1.15%	57,654	增持

来源：SEC 13F 申报文件 · 截至 2026-06-30

本期 13F-HR 中的全部持仓，以及相对上季度的变化。

13F 持仓，最新季度

来源SEC EDGAR13F-HR