PW

Performance Wealth Partners, LLC

行业集中型趋势追踪型长期持有型

申报总市值

US$34.5亿

申报季度: 2026-03-31 · 持股只数: 212

Performance Wealth Partners, LLC在最新一期 13F 报告中披露了 212 项持股，申报期为 2026-03-31，总持股市值约为 US$34.5亿，季度换手率为 15.0%。

机构性格雪花图

集中度
52.01
持仓稳定性
15.03
动能／逆势
100
行业集中度
100
多样化
100
仓位均衡度
48.34

近期动向

  • 减仓 ORCL

    -99.4%　-US$5317.9万

  • 加仓 GEV

    +27.4%　US$4322.8万

  • 减仓 MSFT

    -1.6%　-US$5520.4万

  • 减仓 VUG

    -0.4%　-US$6758.7万

  • 减仓 KKR

    -98.7%　-US$2221.2万

  • 加仓 COST

    -0.6%　US$867.6万

持仓地图

新建仓加仓不变减仓

前十大持股占比

本季完整持股清单

#代码标的名称资产子类别占比占比变动持仓量变化4Q Trend
1AAPLApple INC股票-科技28.90%-0.27%-0.85%
2VUGVanguard Growth ETFETF-其他16.15%-0.77%-0.40%
3NVDANvidia CORP股票-科技7.15%+0.02%+0.11%
4GOOGAlphabet Inc-cl C股票-通信服务6.77%-0.16%-0.26%
5AMZNAmazon.com INC股票-周期性消费6.06%-0.29%-1.13%
6MSFTMicrosoft CORP股票-科技4.89%-1.17%-1.60%
7GSGoldman Sachs Group INC股票-金融3.42%+0.14%+1.20%
8GEVGE Vernova INC股票-工业3.04%+1.37%+27.41%
9BRK-BBerkshire Hathaway Inc-cl B股票-其他2.45%+0.02%-1.20%
10VIGVanguard Dividend Apprec ETFETF-其他1.98%+0.11%+0.89%
11COSTCostco Wholesale CORP股票-非周期性消费1.95%+0.36%-0.62%
12JPMJpmorgan Chase & Co股票-金融1.85%-0.01%+1.41%
13AVGOBroadcom INC股票-科技1.56%-0.03%+2.43%
14METAMeta Platforms Inc-class A股票-通信服务1.27%-0.14%-2.63%
15SPMOInvesco S&p 500 Momentum ETFETF-大型股与成长1.15%+0.06%+4.74%
16XLESs Energy Select SectorETF-其他0.97%+0.97%NEW
17VYMVanguard High Dvd Yield ETFETF-其他0.59%+0.06%-0.17%
18IWYIshares Russell Top 200 GrowETF-其他0.57%—+10.31%
19WMTWalmart INC股票-非周期性消费0.52%+0.14%+16.24%
20VVisa Inc-class A Shares股票-金融0.52%-0.02%+3.84%
21VTVVanguard Value ETFETF-其他0.48%+0.11%+17.73%
22VBVanguard Small-cap ETFETF-其他0.41%+0.34%+416.16%
23GOOGLAlphabet Inc-cl A股票-通信服务0.34%—+2.40%
24VBKVanguard Small-cap Grwth ETFETF-其他0.31%—-1.25%
25SPYSs Spdr S&p 500 ETF Trust-usETF-大型股与成长0.30%—-0.64%
26FDVVFidelity High Dividend ETFETF-其他0.29%+0.06%+21.35%
27XOMExxon Mobil CORP股票-能源0.23%+0.21%+865.34%
28ABBVAbbvie INC股票-医疗保健0.17%—-3.33%
29CVXChevron CORP股票-能源0.16%+0.16%NEW
30STIPIshares 0-5 Year Tips Bond EETF-其他0.16%—-0.85%
31PHParker Hannifin CORP股票-工业0.15%—-4.62%
32TSLATesla INC股票-周期性消费0.15%-0.01%+1.15%
33BACBank Of America CORP股票-金融0.13%+0.05%+68.81%
34GEGeneral Electric股票-工业0.13%+0.04%+42.20%
35PLTRPalantir Technologies Inc-a股票-科技0.13%-0.02%+1.31%
36USMVIshares Msci USA Min Vol FacETF-其他0.12%+0.03%+23.53%
37LLYEli Lilly & Co股票-医疗保健0.12%-0.01%+2.72%
38AMDAdvanced Micro Devices股票-科技0.11%—+3.62%
39IDMOInvesco S&p International DeETF-其他0.10%+0.04%+71.11%
40SCHPSchwab U.s. Tips ETFETF-其他0.10%—-4.40%
41SHYIshares 1-3 Year Treasury BoETF-政府公债0.10%—+3.91%
42VOOVanguard S&p 500 ETFETF-大型股与成长0.10%—+2.22%
43CMECme Group INC股票-金融0.10%—+0.20%
44HDHome Depot INC股票-周期性消费0.09%—+14.67%
45VEAVanguard Ftse Developed ETFETF-其他0.09%+0.07%+246.96%
46XLVSs Health Care Select SectorETF-其他0.09%+0.07%+260.73%
47LMTLockheed Martin CORP股票-工业0.09%+0.03%+3.52%
48BSVVanguard Short-term Bond ETFETF-其他0.09%——
49FNDESchwab Fndmntl Em Mrk Eq ETFETF-其他0.08%+0.03%+49.43%
50QQQInvesco Qqq Trust Series 1ETF-科技型0.08%—-4.07%
1–50 of 212

本季持股变动

Performance Wealth Partners, LLC 在 2026-03-31 最显著的持仓异动： 新建仓: Ss Energy Select Sector (XLE); 新建仓: Chevron CORP (CVX); 新建仓: Johnson & Johnson (JNJ); 清仓: Cyberark Software LTD; 减仓: Oracle CORP (ORCL) — 股数 -99.36%.

Performance Wealth Partners, LLC 于截至 2026-03-31 该季申报之持仓异动，含代码、发行人、权重变化、股数变化与操作类型
#代码标的名称占比变动持仓量变化异动类型
1GEVGE Vernova INC+1.4%+27.41%加仓
2COSTCostco Wholesale CORP+0.4%-0.62%减仓
3VBVanguard Small-cap ETF+0.3%+416.16%加仓
4XOMExxon Mobil CORP+0.2%+865.34%加仓
5WMTWalmart INC+0.1%+16.24%加仓
6GSGoldman Sachs Group INC+0.1%+1.20%加仓
7VTVVanguard Value ETF+0.1%+17.73%加仓
8VIGVanguard Dividend Apprec ETF+0.1%+0.89%加仓
9VEAVanguard Ftse Developed ETF+0.1%+246.96%加仓
10XLVSs Health Care Select Sector+0.1%+260.73%加仓
11FDVVFidelity High Dividend ETF+0.1%+21.35%加仓
12SPMOInvesco S&p 500 Momentum ETF+0.1%+4.74%加仓
13VYMVanguard High Dvd Yield ETF+0.1%-0.17%减仓
14MCDMcdonald's CORP+0.1%+161.21%加仓
15BACBank Of America CORP+0.1%+68.81%加仓
16IDMOInvesco S&p International De0%+71.11%加仓
17GEGeneral Electric0%+42.20%加仓
18KOCoca-cola Co/the0%+100.18%加仓
19FNDESchwab Fndmntl Em Mrk Eq ETF0%+49.43%加仓
20SCHWSchwab (charles) CORP0%+144.31%加仓
21USMVIshares Msci USA Min Vol Fac0%+23.53%加仓
22LMTLockheed Martin CORP0%+3.52%加仓
23NVDANvidia CORP0%+0.11%加仓
24BRK-BBerkshire Hathaway Inc-cl B0%-1.20%减仓
25NFLXNetflix INC0%+103.54%加仓
26PANWPalo Alto Networks INC0%+117.71%加仓
27GOOGLAlphabet Inc-cl A—+2.40%加仓
28SPYSs Spdr S&p 500 ETF Trust-us—-0.64%减仓
29JPMJpmorgan Chase & Co0%+1.41%加仓
30TSLATesla INC0%+1.15%加仓
31IBMIntl Business Machines CORP0%-3.08%减仓
32LLYEli Lilly & Co0%+2.72%加仓
33VVisa Inc-class A Shares0%+3.84%加仓
34FSLRFirst Solar INC0%-2.46%减仓
35PLTRPalantir Technologies Inc-a0%+1.31%加仓
36NOWServicenow INC0%-68.58%减仓
37CRMSalesforce INC0%-22.32%减仓
38AVGOBroadcom INC0%+2.43%加仓
39METAMeta Platforms Inc-class A-0.1%-2.63%减仓
40GOOGAlphabet Inc-cl C-0.2%-0.26%减仓
41AAPLApple INC-0.3%-0.85%减仓
42AMZNAmazon.com INC-0.3%-1.13%减仓
43KKRKkr & Co INC-0.6%-98.65%减仓
44VUGVanguard Growth ETF-0.8%-0.40%减仓
45MSFTMicrosoft CORP-1.2%-1.60%减仓
46ORCLOracle CORP-1.4%-99.36%减仓
47XLESs Energy Select Sector—NEW新建仓
48CVXChevron CORP—NEW新建仓
49JNJJohnson & Johnson—NEW新建仓
50✓ Cyberark Software LTD—EXIT清仓

FAQ

Performance Wealth Partners, LLC 是什么机构？属于哪种投资人类型？
Performance Wealth Partners, LLC 是一家投资管理机构，每季依规定向 SEC 申报 Form 13F，披露其在美国上市股票的持仓信息。根据最新一期申报（2026-03-31），该机构追踪的股票投资组合估值约为 US$34.5亿，分布在 212 个已申报仓位之中。
Performance Wealth Partners, LLC 目前前几大持股有哪些？
根据最新 13F 申报，Performance Wealth Partners, LLC 按市值排列的前几大持股为： 1. Apple INC (AAPL) — US$10.0亿 (28.9%) 2. Vanguard Growth ETF (VUG) — US$5.6亿 (16.1%) 3. Nvidia CORP (NVDA) — US$2.5亿 (7.2%) 4. Alphabet Inc-cl C (GOOG) — US$2.3亿 (6.8%) 5. Amazon.com INC (AMZN) — US$2.1亿 (6.1%)
Performance Wealth Partners, LLC 在最新一期 13F 申报中做了哪些操作？
在最新申报季度中，Performance Wealth Partners, LLC 共进行了 50 项显著调整：新建仓 3 个仓位、加仓 30 个既有持股、减仓 16 个仓位，并完全清仓 1 个持股。 其中幅度最大的异动：新建仓: Ss Energy Select Sector (XLE); 新建仓: Chevron CORP (CVX); 新建仓: Johnson & Johnson (JNJ); 清仓: Cyberark Software LTD; 减仓: Oracle CORP (ORCL) — 股数 -99.36%
Performance Wealth Partners, LLC 主要集中投资哪些行业板块？
根据目前已申报的股票投资组合，Performance Wealth Partners, LLC 的主要板块分布如下： • Information Technology: 58.0% • Financials: 11.7% • Communication Services: 11.3% • Consumer Discretionary: 8.7% • Industrials: 5.0% • Consumer Staples: 3.5%