Pitti Group Wealth Management, LLC
CIK 1909664 · 在 SEC EDGAR 上查看 ↗
- 投资组合价值
- $137.3M
- 持仓
- 84
- 截至
- 2026年6月30日
按 13F 价值排名第 7660（共 9443） · 前 81.1%
投资组合价值同比（季度）：+11.4% 13F不披露现金
- 前十大持仓权重
- 55.26%
- 前二十五大持仓权重
- 77.44%
- 持仓高于 1%
- 27
- 有效持仓数量
- 20.4
仅基于13F多头股票持仓（现金、债券、空头未披露）
周转率 Q2 2026: 0.97% 估计买入 $5344688 · 卖出 $1257855
中位数持有期：7.0 季度 跟踪时间 Q4 2024–Q2 2026 · 83.2% 仍持有
- 新仓位
- 4
- 增加
- 37
- 减少
- 33
- 已结清
- 1
本页内容
行业细分
Communication Services
6.4%
Healthcare
6.1%
Technology
4.6%
Industrials
2.5%
Retail
2.4%
Consumer Discretionary
1.7%
Energy
1.5%
Financials
1.3%
Financial Services
1.1%
Utilities
0.4%
Telecommunication
0.3%
Materials
0.2%
其他/未映射
71.5%
完整投资组合 84 持仓
| 类型 | 连胜 | 8个季度趋势 | |||||
|---|---|---|---|---|---|---|---|
| EFA | $18354327 | 13.37% | 176688 | $1302020 | 上涨 ×3 | ||
| ZALT | $12827822 | 9.34% | 378737 | $736180 | 上涨 ×2 | ||
| FHDG | $12305250 | 8.96% | 339548 | $1066879 | 上涨 ×5 | ||
| VTI | $9675706 | 7.05% | 26148 | $1691685 | 上涨 ×3 | ||
| JNJ Johnson & Johnson Common Stock | $5305886 | 3.87% | 20892 | $199184 | 上涨 ×1 | ||
| BUFQ | $4359520 | 3.18% | 111014 | $441720 | 上涨 ×1 | ||
| IJH | $3707318 | 2.70% | 48078 | $726494 | 上涨 ×6 | ||
| GOOGL Alphabet Inc. - Class A Common Stock | $3226240 | 2.35% | 9028 | $568458 | 下跌 ×1 | ||
| META Meta Platforms, Inc. - Class A Common Stock | $3088246 | 2.25% | 5483 | $-103688 | 下跌 ×1 | ||
| SPYM | $3008638 | 2.19% | 34236 | $418606 | 上涨 ×2 | ||
| VIG | $2647460 | 1.93% | 11189 | $231857 | 下跌 ×1 | ||
| VXUS Vanguard Total International Stock ETF | $2367468 | 1.72% | 27693 | $681605 | 上涨 ×2 | ||
| NVDA NVIDIA Corporation - Common Stock | $2291662 | 1.67% | 11453 | $232944 | 下跌 ×1 | ||
| SPY SPY | $2261663 | 1.65% | 3029 | $472839 | 上涨 ×2 | ||
| BA Boeing Company (The) Common Stock | $2251721 | 1.64% | 10402 | $-57624 | 下跌 ×1 | ||
| GSY | $2074011 | 1.51% | 41356 | $455451 | 上涨 ×6 | ||
| XOM Exxon Mobil Corporation Common Stock | $2030814 | 1.48% | 14854 | $-489870 | 下跌 ×1 | ||
| AMZN Amazon.com, Inc. - Common Stock | $2010517 | 1.46% | 8436 | $204920 | 下跌 ×1 | ||
| RDVY First Trust Rising Dividend Achievers ETF | $2010283 | 1.46% | 24800 | $317930 | 上涨 ×3 | ||
| ISPY | $1875581 | 1.37% | 38921 | $355676 | 上涨 ×2 | ||
| LLY Eli Lilly and Company Common Stock | $1806469 | 1.32% | 1506 | $422138 | 上涨 ×2 | ||
| IVV | $1758042 | 1.28% | 2348 | $205120 | 下跌 ×1 | ||
| IMCB | $1726155 | 1.26% | 17876 | $251571 | 上涨 ×3 | ||
| AAPL Apple Inc. - Common Stock | $1720507 | 1.25% | 5946 | $134925 | 下跌 ×1 | ||
| NFLX Netflix, Inc. - Common Stock | $1611284 | 1.17% | 22567 | $-536995 | 上涨 ×3 | ||
| IWM | $1567987 | 1.14% | 5219 | $280470 | 上涨 ×3 | ||
| BND Vanguard Total Bond Market ETF | $1389795 | 1.01% | 18932 | $302549 | 上涨 ×5 | ||
| MSFT Microsoft Corporation - Common Stock | $1266840 | 0.92% | 3396 | $2765 | 下跌 ×1 | ||
| QQQM Invesco NASDAQ 100 ETF | $1228968 | 0.90% | 4056 | $482829 | 上涨 ×2 | ||
| DDTO | $1216577 | 0.89% | 53033 | $134313 | 上涨 ×2 | ||
| BAC Bank of America Corporation Common Stock | $1083039 | 0.79% | 19007 | $47537 | 下跌 ×1 | ||
| SDVY First Trust SMID Cap Rising Dividend Achievers ETF | $1044835 | 0.76% | 24220 | $290600 | 上涨 ×2 | ||
| IBUF | $918209 | 0.67% | 29168 | $89642 | 上涨 ×4 | ||
| GOOG Alphabet Inc. - Class C Capital Stock | $906741 | 0.66% | 2566 | $163738 | 下跌 ×1 | ||
| AVUV | $887301 | 0.65% | 7112 | $193052 | 上涨 ×3 | ||
| FNOV | $876707 | 0.64% | 14989 | $76359 | |||
| MAR Marriott International - Class A Common Stock | $825222 | 0.60% | 2227 | $95944 | 下跌 ×5 | ||
| QQQ Invesco QQQ Trust, Series 1 | $820402 | 0.60% | 1114 | $177383 | |||
| JPM JP Morgan Chase & Co. Common Stock | $733238 | 0.53% | 2240 | $75051 | 上涨 ×3 | ||
| EBUF | $711402 | 0.52% | 22336 | $84904 | 上涨 ×2 | ||
| LOW Lowe's Companies, Inc. Common Stock | $702872 | 0.51% | 3188 | $-122832 | 下跌 ×1 | ||
| MDT Medtronic plc. Ordinary Shares | $682510 | 0.50% | 8724 | $-74865 | 下跌 ×1 | ||
| QCOM QUALCOMM Incorporated - Common Stock | $644464 | 0.47% | 3488 | $163240 | 下跌 ×1 | ||
| XDSQ | $617139 | 0.45% | 14367 | $48318 | 下跌 ×1 | ||
| FOCT | $581988 | 0.42% | 11130 | $43109 | 下跌 ×1 | ||
| VWO | $581788 | 0.42% | 9747 | $176408 | 上涨 ×2 | ||
| XJUN | $534271 | 0.39% | 12025 | $17648 | |||
| FDEC | $529313 | 0.39% | 9718 | $46134 | |||
| TSLA Tesla, Inc. - Common Stock | $496308 | 0.36% | 1180 | $68052 | 上涨 ×3 | ||
| NEE NextEra Energy, Inc. Common Stock | $480824 | 0.35% | 5478 | $-29016 | 下跌 ×1 | ||
| PYPL PayPal Holdings, Inc. - Common Stock | $461983 | 0.34% | 10699 | $-3117 | 上涨 ×3 | ||
| VZ Verizon Communications Inc. Common Stock | $427873 | 0.31% | 10106 | $-75139 | 上涨 ×3 | ||
| DDTJ | $425802 | 0.31% | 21200 | $32184 | |||
| PAYX Paychex, Inc. - Common Stock | $418593 | 0.30% | 4257 | $27547 | 上涨 ×6 | ||
| HD Home Depot, Inc. (The) Common Stock | $380916 | 0.28% | 1080 | $14841 | 下跌 ×1 | ||
| GLW Corning Incorporated Common Stock | $341069 | 0.25% | 1335 | 上涨 ×1 | |||
| VGT | $327007 | 0.24% | 2736 | $88387 | 上涨 ×1 | ||
| QBUF Innovator Nasdaq-100 10 Buffer ETF Quarterly | $325628 | 0.24% | 10584 | $48600 | 上涨 ×2 | ||
| UBER Uber Technologies, Inc. Common Stock | $303144 | 0.22% | 4201 | $18805 | 上涨 ×2 | ||
| XYZ Block, Inc. Class A Common Stock, | $303012 | 0.22% | 3987 | $58501 | 下跌 ×1 | ||
| DDTF | $295571 | 0.22% | 14600 | $23039 | |||
| MS Morgan Stanley Common Stock | $286766 | 0.21% | 1372 | $61225 | 上涨 ×3 | ||
| IQQQ ProShares Nasdaq-100 High Income ETF | $283886 | 0.21% | 5588 | $43520 | 下跌 ×1 | ||
| VCR | $281196 | 0.20% | 709 | $26644 | |||
| FMAR | $280845 | 0.20% | 5374 | $17447 | 下跌 ×1 | ||
| XJUL | $277473 | 0.20% | 6815 | $12034 | 下跌 ×3 | ||
| SYK Stryker Corporation Common Stock | $277387 | 0.20% | 881 | $-13100 | 下跌 ×1 | ||
| RCL Royal Caribbean Cruises Ltd. Common Stock | $275894 | 0.20% | 869 | $50646 | 上涨 ×2 | ||
| ABBV AbbVie Inc. Common Stock | $271980 | 0.20% | 1081 | $37982 | 上涨 ×3 | ||
| HLT Hilton Worldwide Holdings Inc. Common Stock | $259081 | 0.19% | 784 | $22203 | 上涨 ×2 | ||
| MA Mastercard Incorporated Common Stock | $254232 | 0.19% | 495 | $-38069 | 下跌 ×1 | ||
| WMT Walmart Inc. - Common Stock | $252256 | 0.18% | 2227 | $-30006 | 下跌 ×1 | ||
| SHW Sherwin-Williams Company (The) Common Stock | $251365 | 0.18% | 730 | $11583 | 下跌 ×1 | ||
| DDFO | $250986 | 0.18% | 11150 | $11801 | |||
| V Visa Inc. | $240222 | 0.17% | 700 | $28615 | |||
| MU Micron Technology, Inc. - Common Stock | $240092 | 0.17% | 208 | 上涨 ×1 | |||
| VB | $238330 | 0.17% | 786 | $32132 | 下跌 ×1 | ||
| XDEC | $229981 | 0.17% | 5369 | $7824 | 下跌 ×1 | ||
| SMH SMH | $229633 | 0.17% | 350 | 上涨 ×1 | |||
| QDEC | $221459 | 0.16% | 6219 | $16843 | 下跌 ×1 | ||
| SHOP Shopify Inc. - Class A Subordinate Voting Shares | $214658 | 0.16% | 1880 | $-16651 | 下跌 ×1 | ||
| XNOV | $201145 | 0.15% | 5076 | 上涨 ×1 | |||
| F Ford Motor Company Common Stock | $185715 | 0.14% | 13361 | $21562 | 下跌 ×1 | ||
| ULBI Ultralife Corporation - Common Stock | $129200 | 0.09% | 20443 | $-4088 | |||
| 无匹配项 | |||||||
重仓股
持仓连续增加3个季度以上。
持股数量按13F申报数据报告（未按拆股调整）
| 证券 | 价值 | % 占投资组合 | 连胜 |
|---|---|---|---|
| EFA | $18354327 | 13.37% | 上涨 ×3 |
| FHDG | $12305250 | 8.96% | 上涨 ×5 |
| VTI | $9675706 | 7.05% | 上涨 ×3 |
| IJH | $3707318 | 2.70% | 上涨 ×6 |
| GSY | $2074011 | 1.51% | 上涨 ×6 |
| RDVY | $2010283 | 1.46% | 上涨 ×3 |
| IMCB | $1726155 | 1.26% | 上涨 ×3 |
| NFLX | $1611284 | 1.17% | 上涨 ×3 |
| IWM | $1567987 | 1.14% | 上涨 ×3 |
| BND | $1389795 | 1.01% | 上涨 ×5 |
| IBUF | $918209 | 0.67% | 上涨 ×4 |
| AVUV | $887301 | 0.65% | 上涨 ×3 |
| JPM | $733238 | 0.53% | 上涨 ×3 |
| TSLA | $496308 | 0.36% | 上涨 ×3 |
| PYPL | $461983 | 0.34% | 上涨 ×3 |
最大新仓位
本季度新开仓位，按规模从大到小排序。
季度涨幅榜
已退出持仓
包含公司事件（合并、退市）——并非所有退出都是卖出
已关闭的头寸反映了 13F 报告的变更；对于指数管理人来说，这些通常是机械性的（退市、并购、指数再平衡），而不是主动决策。
| 证券 | 季度 | 先前持股数 | 先前价值 | 退出后价格 |
|---|---|---|---|---|
| BUFG | 2025年3月31日 | 52844 | $1294678 | 不再跟踪 |
| BP | 2025年12月31日 | 24945 | $859605 | 30.2% |
| FMC | 2025年12月31日 | 14839 | $499036 | -21.1% |
| PFE | 2025年9月30日 | 15928 | $386093 | 10.1% |
| DIA | 2025年9月30日 | 804 | $354142 | 不再跟踪 |
| AAPR | 2025年3月31日 | 11516 | $303562 | 不再跟踪 |
| SNPS | 2025年9月30日 | 535 | $274284 | -19.3% |
| STZ | 2025年3月31日 | 1225 | $270751 | -26.8% |
| JKHY | 2025年12月31日 | 1800 | $268074 | -10.1% |
| BUFR | 2025年9月30日 | 7703 | $244955 | 不再跟踪 |
| ETN | 2025年9月30日 | 675 | $240963 | 12.4% |
| FDX | 2026年6月30日 | 638 | $227268 | 5.2% |
| COST | 2025年9月30日 | 221 | $218947 | 1.9% |
| GS | 2025年9月30日 | 302 | $213538 | 28.6% |
| FJAN | 2025年3月31日 | 4651 | $213482 | 不再跟踪 |
| ABBV | 2025年6月30日 | 1018 | $213302 | 42.1% |
| HLT | 2025年3月31日 | 846 | $209097 | 45.3% |
| FEP | 2025年3月31日 | 5687 | $203666 | |
| XOCT | 2025年9月30日 | 5696 | $203618 | 不再跟踪 |