小隐寺数据中心API 小隐寺主站

Prime Capital Investment Advisors, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心

Prime Capital Investment Advisors, LLC

报告期 2026-03-31 · CIK 0001731446

持仓数

1,046

前50大市值合计

$5.24B

报告期

2026-03-31

当前持仓调仓

前 50 大持仓

标的

类型

市值

股数

占比*

AGG ISHARES TR CORE US AGGBD ET

ETF

$365.3M

3,679,473

7.0%

VTI VANGUARD INDEX FDS TOTAL STK MKT

ETF

$347.7M

1,083,783

6.6%

IVV ISHARES TR CORE S&P500 ETF

ETF

$305.0M

466,993

5.8%

ITOT ISHARES TR CORE S&P TTL STK

ETF

$230.2M

1,616,418

4.4%

SCHX SCHWAB STRATEGIC TR US LRG CAP ETF

ETF

$228.2M

8,900,665

4.4%

AAPL APPLE INC COM

Option

$198.0M

780,041

3.8%

NVDA NVIDIA CORPORATION COM

Option

$197.3M

1,131,043

3.8%

VGK VANGUARD INTL EQUITY INDEX F FTSE EUROPE ETF

ETF

$158.9M

1,927,470

3.0%

VTV VANGUARD INDEX FDS VALUE ETF

ETF

$132.8M

676,693

2.5%

VOO VANGUARD INDEX FDS S&P 500 ETF SHS

ETF

$121.6M

203,535

2.3%

MSFT MICROSOFT CORP COM

Stock

$120.0M

324,256

2.3%

FESM FIDELITY COVINGTON TRUST ENHANCED SMALL

ETF

$118.3M

3,113,064

2.3%

QQQ INVESCO QQQ TR UNIT SER 1

Option

$118.0M

204,402

2.2%

SCHF SCHWAB STRATEGIC TR INTL EQTY ETF

ETF

$109.6M

4,430,297

2.1%

AMZN AMAZON COM INC COM

Stock

$107.0M

513,831

2.0%

BND VANGUARD BD INDEX FDS TOTAL BND MRKT

ETF

$103.4M

1,403,857

2.0%

SPY STATE STR SPDR S&P 500 ETF T TR UNIT

ETF

$102.4M

157,531

2.0%

IXUS ISHARES TR CORE MSCI TOTAL

ETF

$100.8M

1,163,580

1.9%

DGRW WISDOMTREE TR US QTLY DIV GRT

ETF

$94.8M

1,079,247

1.8%

VTEB VANGUARD MUN BD FDS TAX EXEMPT BD

ETF

$94.6M

1,896,133

1.8%

AVLV AMERICAN CENTY ETF TR US LARGE CAP VLU

ETF

$93.8M

1,163,667

1.8%

IJS ISHARES TR SP SMCP600VL ETF

ETF

$91.8M

775,003

1.8%

XTEN BONDBLOXX ETF TRUST BLOOMBERG TEN YR

ETF

$91.1M

1,987,051

1.7%

QUAL ISHARES TR MSCI USA QLT FCT

ETF

$88.1M

459,443

1.7%

AVGO BROADCOM INC COM

Stock

$78.5M

253,591

1.5%

GOOGL ALPHABET INC CAP STK CL A

Stock

$75.2M

261,441

1.4%

WMT WALMART INC COM

Stock

$69.8M

561,402

1.3%

MUB ISHARES TR NATIONAL MUN ETF

ETF

$68.6M

645,815

1.3%

MGK VANGUARD WORLD FD MEGA GRWTH IND

ETF

$68.0M

185,052

1.3%

BNDX VANGUARD CHARLOTTE FDS TOTAL INT BD ETF

ETF

$66.0M

1,374,142

1.3%

VPL VANGUARD INTL EQUITY INDEX F FTSE PACIFIC ETF

ETF

$64.0M

654,600

1.2%

SCHG SCHWAB STRATEGIC TR US LCAP GR ETF

ETF

$63.6M

2,184,354

1.2%

IEMG ISHARES INC CORE MSCI EMKT

ETF

$62.7M

898,374

1.2%

BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW

Stock

$61.1M

127,562

1.2%

AVEM AMERICAN CENTY ETF TR AVANTIS EMGMKT

ETF

$60.9M

756,001

1.2%

SCHP SCHWAB STRATEGIC TR US TIPS ETF

ETF

$60.3M

2,265,508

1.1%

LLY ELI LILLY & CO COM

Stock

$59.9M

65,157

1.1%

SCHM SCHWAB STRATEGIC TR US MID-CAP ETF

ETF

$58.0M

1,874,193

1.1%

IEFA ISHARES TR CORE MSCI EAFE

ETF

$57.7M

637,728

1.1%

VGLT VANGUARD SCOTTSDALE FDS LONG TERM TREAS

ETF

$57.4M

1,036,209

1.1%

BSV VANGUARD BD INDEX FDS SHORT TRM BOND

ETF

$56.9M

725,647

1.1%

EFA ISHARES TR MSCI EAFE ETF

ETF

$55.5M

571,745

1.1%

GOOG ALPHABET INC CAP STK CL C

Stock

$51.6M

179,828

1.0%

PSQO PALMER SQUARE FUNDS TR CR OPPORTUNITIES

ETF

$48.9M

2,385,079

0.9%

AVUV AMERICAN CENTY ETF TR US SML CP VALU

ETF

$48.5M

439,214

0.9%

— EXXON MOBIL CORP COM

Stock

$47.8M

281,666

0.9%

META META PLATFORMS INC CL A

Stock

$47.5M

83,090

0.9%

USRT ISHARES TR CRE U S REIT ETF

ETF

$45.8M

774,046

0.9%

COST COSTCO WHOLESALE CORPORATION COM

Stock

$45.6M

45,729

0.9%

PYLD PIMCO ETF TR MULTISECTOR BD

Stock

$45.2M

1,724,346

0.9%

* 占比按本页前 50 大持仓市值合计计算

持仓集中度按前 50 大市值

32%前 6 大占比

AGG7.0%VTI6.6%IVV5.8%ITOT4.4%SCHX4.4%AAPL3.8%