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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
$5.24B
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
22Q3
22Q2
22Q1
21Q4
21Q2
23Q3 调仓
2023-06-30 → 2023-09-30 · 共 150 项
建仓 6
增持 52
减持 83
清仓 9
方向
标的
Δ市值
现股数(环比)
增持
VTV
VANGUARD INDEX FDS VALUE ETF
+$73.3M
542,272
+4976%
减持
DVY
ISHARES TR SELECT DIVID ETF
-$58.6M
128,882
-80%
增持
IEF
ISHARES TR 7-10 YR TRSY BD
+$50.2M
1,628,453
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
+59%
减持
SHV
ISHARES TR SHORT TREAS BD
-$36.5M
545,065
-38%
减持
AAPL
APPLE INC COM
-$33.0M
787,372
-9%
增持
IQDG
WISDOMTREE TR INTL QULTY DIV
+$32.2M
1,472,097
+240%
清仓
DFUV
DIMENSIONAL ETF TRUST US MKTWIDE VALUE
-$30.7M
0
-100%
建仓
TLH
ISHARES TR 10-20 YR TRS ETF
+$29.7M
301,809
减持
SPY
SPDR S&P 500 ETF TR TR UNIT
-$27.2M
401,161
-11%
增持
SCHF
SCHWAB STRATEGIC TR INTL EQTY ETF
+$26.2M
3,591,645
+34%
增持
AGG
ISHARES TR CORE US AGGBD ET
+$24.9M
1,041,564
+40%
减持
JEPQ
J P MORGAN EXCHANGE TRADED F NASDAQ EQT PREM
-$20.0M
524,744
-43%
减持
VTI
VANGUARD INDEX FDS TOTAL STK MKT
-$19.6M
1,449,795
-3%
清仓
BRK/A
BERKSHIRE HATHAWAY INC DEL CL A
-$18.6M
0
-100%
增持
QUAL
ISHARES TR MSCI USA QLT FCT
+$15.6M
453,837
+38%
减持
GLD
SPDR GOLD TR GOLD SHS
-$13.8M
36,658
-67%
减持
SCHA
SCHWAB STRATEGIC TR US SML CAP ETF
-$13.2M
617,431
-30%
减持
BSV
VANGUARD BD INDEX FDS SHORT TRM BOND
-$12.8M
281,875
-37%
增持
XLE
SELECT SECTOR SPDR TR ENERGY
+$10.6M
142,553
+411%
减持
JNJ
JOHNSON & JOHNSON COM
-$9.3M
153,853
-23%
增持
LLY
ELI LILLY & CO COM
+$8.9M
69,089
+15%
减持
DGRW
WISDOMTREE TR US QTLY DIV GRT
-$8.6M
558,275
-16%
减持
SCHM
SCHWAB STRATEGIC TR US MID-CAP ETF
-$8.5M
1,712,958
-2%
增持
XLF
SELECT SECTOR SPDR TR FINANCIAL
+$8.4M
290,699
+711%
减持
RTX
RTX CORPORATION COM
-$8.3M
226,372
-10%
减持
IJS
ISHARES TR SP SMCP600VL ETF
-$8.1M
965,688
-3%
减持
JEPI
J P MORGAN EXCHANGE TRADED F EQUITY PREMIUM
-$7.9M
592,642
-17%
减持
VTEB
VANGUARD MUN BD FDS TAX EXEMPT BD
-$7.6M
2,246,006
-2%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL CL B NEW
+$7.2M
105,054
+21%
增持
IXUS
ISHARES TR CORE MSCI TOTAL
+$6.9M
1,186,001
+16%
减持
SCHG
SCHWAB STRATEGIC TR US LCAP GR ETF
-$6.4M
591,030
-10%
减持
VZ
VERIZON COMMUNICATIONS INC COM
-$6.1M
100,818
-60%
减持
—
EATON CORP PLC SHS
-$6.0M
13,822
-69%
增持
WMT
WALMART INC COM
+$6.0M
177,814
+24%
清仓
FPX
FIRST TR EXCHANGE TRADED FD US EQTY OPPT ETF
-$5.9M
0
-100%
减持
HD
HOME DEPOT INC COM
-$5.9M
98,876
-14%
增持
MSFT
MICROSOFT CORP COM
-$5.7M
295,546
+2%
建仓
IWY
ISHARES TR RUS TP200 GR ETF
+$5.6M
36,398
减持
TIP
ISHARES TR TIPS BD ETF
-$5.4M
179,394
-20%
减持
XLP
SELECT SECTOR SPDR TR SBI CONS STPLS
-$5.4M
342,730
-12%
增持
BA
BOEING CO COM
+$5.1M
82,499
+63%
减持
COST
COSTCO WHSL CORP NEW COM
-$5.1M
37,454
-23%
增持
ADBE
ADOBE INC COM
+$5.1M
36,385
+32%
减持
V
VISA INC COM CL A
-$5.0M
78,510
-19%
减持
VGK
VANGUARD INTL EQUITY INDEX F FTSE EUROPE ETF
-$4.9M
908,923
-3%
增持
FDX
FEDEX CORP COM
+$4.5M
21,663
+329%
增持
—
ASML HOLDING N V N Y REGISTRY SHS
+$4.4M
8,773
+701%
减持
DG
DOLLAR GEN CORP NEW COM
-$4.4M
4,797
-83%
减持
QCOM
QUALCOMM INC COM
-$4.3M
22,696
-61%
增持
SCHW
SCHWAB CHARLES CORP COM
+$4.2M
93,058
+479%
增持
CVX
CHEVRON CORP NEW COM
+$4.2M
176,920
+8%
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS
-$4.0M
23,292
-61%
增持
—
EXXON MOBIL CORP COM
+$4.0M
212,745
+8%
减持
STIP
ISHARES TR 0-5 YR TIPS ETF
-$3.8M
186,820
-17%
减持
VPL
VANGUARD INTL EQUITY INDEX F FTSE PACIFIC ETF
-$3.7M
799,738
-3%
增持
XLI
SELECT SECTOR SPDR TR INDL
+$3.6M
43,353
+452%
减持
XLU
SELECT SECTOR SPDR TR SBI INT-UTILS
-$3.5M
149,347
-20%
减持
XLV
SELECT SECTOR SPDR TR SBI HEALTHCARE
-$3.4M
271,407
-6%
减持
STZ
CONSTELLATION BRANDS INC CL A
-$3.2M
20,614
-39%
清仓
GDX
VANECK ETF TRUST GOLD MINERS ETF
-$3.2M
0
-100%
减持
DAL
DELTA AIR LINES INC DEL COM NEW
-$3.1M
25,448
-70%
减持
CAT
CATERPILLAR INC COM
-$3.0M
25,452
-37%
减持
SQ
BLOCK INC CL A
-$2.9M
10,407
-80%
增持
COP
CONOCOPHILLIPS COM
+$2.9M
49,684
+67%
减持
SPDW
SPDR INDEX SHS FDS PORTFOLIO DEVLPD
-$2.9M
107,258
-44%
增持
SCHV
SCHWAB STRATEGIC TR US LCAP VA ETF
+$2.8M
305,609
+21%
减持
SUB
ISHARES TR SHRT NAT MUN ETF
-$2.8M
130,378
-16%
建仓
UAL
UNITED AIRLS HLDGS INC COM
+$2.8M
65,160
减持
DUK
DUKE ENERGY CORP NEW COM NEW
-$2.7M
25,008
-54%
减持
GOOGL
ALPHABET INC CAP STK CL A
+$2.7M
254,529
-0%
减持
MPC
MARATHON PETE CORP COM
-$2.7M
5,887
-81%
增持
IBB
ISHARES TR ISHARES BIOTECH
+$2.7M
38,890
+135%
增持
AMD
ADVANCED MICRO DEVICES INC COM
+$2.6M
163,732
+31%
减持
DE
DEERE & CO COM
-$2.5M
47,021
-6%
清仓
—
REATA PHARMACEUTICALS INC CL A
-$2.5M
0
-100%
减持
SPYV
SPDR SER TR PRTFLO S&P500 VL
-$2.4M
49,757
-52%
减持
—
ACTIVISION BLIZZARD INC COM
-$2.4M
10,212
-74%
增持
VNQ
VANGUARD INDEX FDS REAL ESTATE ETF
-$2.4M
354,838
+1%
增持
TSLA
TESLA INC COM
+$2.4M
70,457
+21%
减持
RMD
RESMED INC COM
-$2.3M
20,513
-16%
减持
QSIG
WISDOMTREE TR US SHT TRM CORP
-$2.3M
255,218
-15%
增持
LOW
LOWES COS INC COM
+$2.2M
33,346
+61%
增持
TMO
THERMO FISHER SCIENTIFIC INC COM
+$2.2M
13,133
+55%
增持
BX
BLACKSTONE INC COM
+$2.2M
91,460
+12%
增持
META
META PLATFORMS INC CL A
+$2.1M
60,356
+8%
增持
AMGN
AMGEN INC COM
+$2.1M
38,842
+4%
减持
SPYG
SPDR SER TR PRTFLO S&P500 GW
-$2.1M
184,699
-14%
增持
AMZN
AMAZON COM INC COM
+$2.0M
455,785
+6%
减持
AXP
AMERICAN EXPRESS CO COM
-$2.0M
62,972
-4%
减持
TGT
TARGET CORP COM
-$1.9M
58,828
-8%
减持
AVGO
BROADCOM INC COM
-$1.8M
27,759
-3%
增持
URTY
PROSHARES TR ULTR RUSSL2000
+$1.8M
112,017
+129%
增持
MRK
MERCK & CO INC COM
-$1.7M
172,244
+2%
减持
NFLX
NETFLIX INC COM
-$1.7M
19,386
-6%
减持
ORCL
ORACLE CORP COM
-$1.7M
56,957
-13%
减持
SHW
SHERWIN WILLIAMS CO COM
-$1.7M
14,456
-29%
减持
FLRN
SPDR SER TR BLOOMBERG INVT
-$1.7M
299,243
-16%
减持
SHOP
SHOPIFY INC CL A
-$1.7M
18,054
-57%
减持
SCHK
SCHWAB STRATEGIC TR 1000 INDEX ETF
-$1.7M
10,075
-80%
清仓
—
APELLIS PHARMACEUTICALS INC COM
-$1.7M
0
-100%
增持
BND
VANGUARD BD INDEX FDS TOTAL BND MRKT
-$1.6M
806,109
+1%
减持
GOOG
ALPHABET INC CAP STK CL C
+$1.6M
155,171
-0%
减持
HUBS
HUBSPOT INC COM
-$1.6M
1,524
-65%
减持
IAGG
ISHARES TR CORE INTL AGGR
-$1.6M
696,905
-3%
减持
NXTE
INVESTMENT MANAGERS SER TR I AXS GREEN ALPHA
-$1.6M
361,401
-1%
建仓
ENPH
ENPHASE ENERGY INC COM
+$1.6M
12,975
增持
PEP
PEPSICO INC COM
-$1.5M
150,149
+3%
减持
SPMB
SPDR SER TR PORT MTG BK ETF
-$1.5M
20,012
-77%
减持
IYW
ISHARES TR U.S. TECH ETF
-$1.5M
70,696
-13%
增持
VGT
VANGUARD WORLD FDS INF TECH ETF
+$1.5M
7,030
+115%
增持
NKE
NIKE INC CL B
-$1.5M
123,607
+3%
减持
FTNT
FORTINET INC COM
-$1.5M
28,528
-31%
减持
SNOW
SNOWFLAKE INC CL A
-$1.4M
23,950
-17%
减持
LMT
LOCKHEED MARTIN CORP COM
-$1.4M
27,964
-0%
减持
MRNA
MODERNA INC COM
-$1.4M
17,273
-35%
增持
VDE
VANGUARD WORLD FDS ENERGY ETF
+$1.4M
14,280
+335%
减持
BKNG
BOOKING HOLDINGS INC COM
-$1.4M
688
-47%
清仓
—
CANADIAN PAC RY LTD COM
-$1.4M
0
-100%
减持
CVS
CVS HEALTH CORP COM
-$1.4M
69,031
-23%
减持
COF
CAPITAL ONE FINL CORP COM
-$1.3M
6,709
-62%
减持
IGIB
ISHARES TR ISHS 5-10YR INVT
-$1.3M
111,422
-16%
增持
QQQ
INVESCO QQQ TR UNIT SER 1
+$1.3M
427,738
+4%
建仓
VAW
VANGUARD WORLD FDS MATERIALS ETF
+$1.3M
7,252
减持
SPSM
SPDR SER TR PORTFOLIO S&P600
-$1.2M
18,200
-63%
减持
JPST
J P MORGAN EXCHANGE TRADED F ULTRA SHRT INC
-$1.2M
234,382
-10%
增持
MCD
MCDONALDS CORP COM
-$1.2M
48,183
+3%
建仓
CP
CANADIAN PACIFIC KANSAS CITY COM
+$1.2M
16,364
增持
VFH
VANGUARD WORLD FDS FINANCIALS ETF
+$1.2M
21,473
+243%
减持
AMLP
ALPS ETF TR ALERIAN MLP
+$1.2M
414,825
-0%
增持
VOX
VANGUARD WORLD FDS COMM SRVC ETF
+$1.2M
14,905
+333%
增持
VCR
VANGUARD WORLD FDS CONSUM DIS ETF
+$1.2M
5,458
+439%
增持
VDC
VANGUARD WORLD FDS CONSUM STP ETF
+$1.2M
9,165
+262%
增持
ACWX
ISHARES TR MSCI ACWI EX US
+$1.2M
34,879
+268%
清仓
MDGL
MADRIGAL PHARMACEUTICALS INC COM
-$1.2M
0
-100%
增持
VIS
VANGUARD WORLD FDS INDUSTRIAL ETF
+$1.2M
9,332
+186%
减持
TJX
TJX COS INC NEW COM
-$1.1M
24,473
-37%
增持
HON
HONEYWELL INTL INC COM
-$1.1M
67,981
+3%
增持
VHT
VANGUARD WORLD FDS HEALTH CAR ETF
+$1.1M
7,855
+172%
减持
XMLV
INVESCO EXCH TRADED FD TR II S&P MIDCP LOW
-$1.1M
50,276
-28%
减持
PANW
PALO ALTO NETWORKS INC COM
-$1.1M
27,510
-7%
减持
—
INTRA-CELLULAR THERAPIES INC COM
-$1.1M
6,425
-72%
增持
VPU
VANGUARD WORLD FDS UTILITIES ETF
+$1.1M
10,835
+387%
清仓
PHM
PULTE GROUP INC COM
-$1.1M
0
-100%
减持
WCN
WASTE CONNECTIONS INC COM
-$1.1M
23,436
-20%
减持
GPC
GENUINE PARTS CO COM
-$1.0M
19,905
-14%
减持
NEM
NEWMONT CORP COM
-$1.0M
159,677
-2%
减持
USHY
ISHARES TR BROAD USD HIGH
-$1.0M
604,572
-3%
减持
EXAS
EXACT SCIENCES CORP COM
-$1.0M
8,856
-48%
减持
UPS
UNITED PARCEL SERVICE INC CL B
-$988.7K
19,760
-13%
增持
IBM
INTERNATIONAL BUSINESS MACHS COM
+$966.0K
34,356
+19%
