小隐寺数据中心
概览
新闻
情绪
Reddit 热门
散户社区提及与热度榜
机构
机构目录
全部机构
机构持仓
机构真实持仓
事件
新股 IPO
定价、上市与申报追踪
内部人买卖
高管与董事交易
重大事件
并购/高管/退市等重大报告
举牌
主动或被动披露
财务
季报
10-Q 季度财报申报流
年报
10-K 年度财报申报流
公司
公司目录
上市公司高管与档案
势力阵营
即将上线
校友与资本关系图谱
人物
明星投资人
知名基金经理与持仓动向
政客交易
国会议员持仓披露
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
$5.24B
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($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
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 150 项
建仓 10
增持 126
减持 13
清仓 1
方向
标的
Δ市值
现股数(环比)
增持
VGK
VANGUARD INTL EQUITY INDEX F FTSE EUROPE ETF
+$102.6M
2,191,250
+172%
清仓
AVLV
AMERICAN CENTY ETF TR EMERGING
-$100.9M
0
-100%
增持
SCHF
SCHWAB STRATEGIC TR INTL EQTY ETF
+$94.3M
10,027,415
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。
+78%
增持
SCHX
SCHWAB STRATEGIC TR US LRG CAP ETF
+$93.7M
15,935,064
+43%
增持
AGG
ISHARES TR CORE US AGGBD ET
+$61.6M
2,098,708
+39%
增持
XTEN
BONDBLOXX ETF TRUST BLOOMBERG TEN YR
+$51.4M
3,459,499
+41%
增持
VTV
VANGUARD INDEX FDS VALUE ETF
+$46.9M
982,415
+35%
增持
ITOT
ISHARES TR CORE S&P TTL STK
+$44.8M
2,007,444
+29%
增持
IVV
ISHARES TR CORE S&P500 ETF
+$41.2M
286,112
+41%
增持
IGSB
ISHARES TR ISHS 1-5YR INVS
+$30.3M
828,976
+228%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL CL B NEW
+$29.5M
158,602
+31%
增持
QUAL
ISHARES TR MSCI USA QLT FCT
+$29.2M
666,512
+40%
增持
AAPL
APPLE INC COM
+$25.1M
1,034,606
+27%
增持
JEPI
J P MORGAN EXCHANGE TRADED F EQUITY PREMIUM
+$24.2M
936,022
+84%
增持
IGIB
ISHARES TR ISHS 5-10YR INVT
+$23.9M
651,257
+225%
增持
DGRW
WISDOMTREE TR US QTLY DIV GRT
+$23.5M
1,008,304
+43%
增持
IEF
ISHARES TR 7-10 YR TRSY BD
+$22.9M
311,537
+322%
增持
LLY
ELI LILLY & CO COM
+$21.5M
83,007
+36%
减持
VTI
VANGUARD INDEX FDS TOTAL STK MKT
-$21.1M
1,246,448
-1%
减持
USRT
ISHARES TR CRE U S REIT ETF
-$20.6M
17,058
-95%
增持
FDVV
FIDELITY COVINGTON TRUST HIGH DIVID ETF
+$20.5M
426,216
+3069%
增持
SCHM
SCHWAB STRATEGIC TR US MID-CAP ETF
+$20.0M
2,972,884
+42%
建仓
DFUV
DIMENSIONAL ETF TRUST US MKTWIDE VALUE
+$19.7M
478,335
增持
IEFA
ISHARES TR CORE MSCI EAFE
+$19.3M
839,827
+34%
增持
SHV
ISHARES TR SHORT TREAS BD
+$18.4M
169,753
+4623%
增持
SCHV
SCHWAB STRATEGIC TR US LCAP VA ETF
+$17.8M
1,563,008
+72%
建仓
AGGH
SIMPLIFY EXCHANGE TRADED FUN AGGREGATE BOND E
+$17.6M
829,936
增持
UNP
UNION PAC CORP COM
+$17.1M
89,270
+411%
增持
UBER
UBER TECHNOLOGIES INC COM
+$17.0M
370,093
+124%
增持
VOO
VANGUARD INDEX FDS S&P 500 ETF SHS
+$16.7M
277,385
+19%
建仓
FESM
FIDELITY COVINGTON TRUST ENHANCED SMALL
+$16.6M
564,464
增持
SCHG
SCHWAB STRATEGIC TR US LCAP GR ETF
+$16.5M
2,780,742
+46%
增持
UNH
UNITEDHEALTH GROUP INC COM
+$16.2M
95,143
+43%
增持
—
EXXON MOBIL CORP COM
+$15.9M
427,395
+31%
增持
V
VISA INC COM CL A
+$15.8M
140,379
+33%
增持
MA
MASTERCARD INCORPORATED CL A
+$15.8M
61,689
+80%
增持
IXUS
ISHARES TR CORE MSCI TOTAL
+$15.7M
1,285,792
+15%
增持
AVUV
AMERICAN CENTY ETF TR US SML CP VALU
+$15.2M
1,233,627
+29%
增持
VUG
VANGUARD INDEX FDS GROWTH ETF
+$14.5M
89,186
+97%
增持
MSFT
MICROSOFT CORP COM
+$14.1M
417,520
+23%
增持
PANW
PALO ALTO NETWORKS INC COM
+$13.6M
118,482
+227%
增持
META
META PLATFORMS INC CL A
+$12.8M
98,210
+31%
增持
ZTS
ZOETIS INC CL A
+$12.3M
84,390
+754%
增持
TMO
THERMO FISHER SCIENTIFIC INC COM
+$12.1M
32,604
+313%
增持
SPMB
SPDR SER TR PORT MTG BK ETF
+$12.0M
593,025
+1126%
增持
PG
PROCTER AND GAMBLE CO COM
+$11.8M
222,654
+43%
建仓
CDX
SIMPLIFY EXCHANGE TRADED FUN HIGH YIELD PLUS
+$11.7M
510,705
增持
WMT
WALMART INC COM
+$11.7M
709,393
+27%
增持
JPM
JPMORGAN CHASE & CO. COM
+$11.1M
208,395
+25%
增持
BINC
BLACKROCK ETF TRUST II ISHARES FLEXIBLE
+$11.0M
224,283
+1484%
增持
SPYV
SPDR SER TR PRTFLO S&P500 VL
+$10.8M
283,357
+292%
增持
FLOT
ISHARES TR FLTG RATE NT ETF
+$10.7M
231,569
+906%
增持
COST
COSTCO WHSL CORP NEW COM
+$10.6M
56,353
+21%
增持
QQQ
INVESCO QQQ TR UNIT SER 1
+$10.3M
280,953
+18%
减持
IJS
ISHARES TR SP SMCP600VL ETF
-$10.2M
885,958
-0%
增持
IWD
ISHARES TR RUS 1000 VAL ETF
+$10.2M
77,253
+229%
增持
ABBV
ABBVIE INC COM
+$10.0M
155,398
+23%
增持
GLD
SPDR GOLD TR GOLD SHS
+$9.5M
56,402
+120%
增持
TIP
ISHARES TR TIPS BD ETF
+$9.4M
217,349
+57%
增持
SCHE
SCHWAB STRATEGIC TR EMRG MKTEQ ETF
+$8.9M
682,274
+84%
增持
AVGO
BROADCOM INC COM
-$8.9M
320,984
+19%
增持
IAGG
ISHARES TR CORE INTL AGGR
+$8.8M
928,205
+23%
增持
HD
HOME DEPOT INC COM
+$8.7M
141,850
+28%
增持
XT
ISHARES TR EXPONENTIAL TECH
+$8.2M
150,309
+1735%
增持
LQDW
ISHARES TR INVT GRD CORP BD
+$8.1M
567,301
+120%
减持
SPY
SPDR S&P 500 ETF TR TR UNIT
-$8.1M
234,700
-1%
增持
IEUR
ISHARES TR CORE MSCI EURO
+$7.8M
265,496
+76%
增持
MAGS
LISTED FD TR ROUNDHILL MAGNIF
+$7.8M
177,322
+2786%
增持
CVX
CHEVRON CORP NEW COM
+$7.7M
172,574
+18%
增持
LULU
LULULEMON ATHLETICA INC COM
+$7.4M
29,387
+1120%
增持
BSV
VANGUARD BD INDEX FDS SHORT TRM BOND
+$7.4M
832,842
+11%
减持
DE
DEERE & CO COM
-$7.2M
15,147
-55%
增持
IJR
ISHARES TR CORE S&P SCP ETF
+$7.1M
244,803
+53%
减持
HAWX
ISHARES TR MSCI ACWI EXUS
-$6.8M
80,138
-73%
增持
BND
VANGUARD BD INDEX FDS TOTAL BND MRKT
+$6.7M
1,384,530
+5%
增持
AMLP
ALPS ETF TR ALERIAN MLP
+$6.6M
471,521
+27%
增持
SPYG
SPDR SER TR PRTFLO S&P500 GW
+$6.5M
318,984
+47%
增持
STIP
ISHARES TR 0-5 YR TIPS ETF
+$6.5M
254,315
+29%
增持
CRM
SALESFORCE INC COM
+$6.0M
97,807
+62%
增持
RTX
RTX CORPORATION COM
+$6.0M
210,539
+11%
建仓
VNLA
JANUS DETROIT STR TR HENDRSN SHRT ETF
+$5.8M
118,061
增持
LMT
LOCKHEED MARTIN CORP COM
+$5.7M
47,564
+48%
增持
SCHP
SCHWAB STRATEGIC TR US TIPS ETF
+$5.6M
2,150,883
+6%
增持
IJH
ISHARES TR CORE S&P MCP ETF
+$5.6M
251,059
+74%
减持
LQD
ISHARES TR IBOXX INV CP ETF
-$5.5M
64,756
-45%
增持
TSLA
TESLA INC COM
-$5.5M
91,534
+27%
增持
GOOG
ALPHABET INC CAP STK CL C
+$5.4M
298,703
+40%
增持
KOMP
SPDR SER TR S&P KENSHO NEW
+$5.2M
129,420
+745%
增持
IBOC
INTERNATIONAL BANCSHARES COR COM
+$5.2M
86,079
+2158%
增持
HYG
ISHARES TR IBOXX HI YD ETF
+$5.1M
266,577
+32%
增持
JPST
J P MORGAN EXCHANGE TRADED F ULTRA SHRT ETF
+$5.1M
313,846
+46%
增持
NFLX
NETFLIX INC COM
+$4.9M
22,553
+16%
减持
GOVT
ISHARES TR US TREAS BD ETF
-$4.8M
5,984,198
-3%
增持
IEI
ISHARES TR 3 7 YR TREAS BD
+$4.8M
47,328
+609%
增持
SPDW
SPDR INDEX SHS FDS PORTFOLIO DEVLPD
+$4.8M
212,162
+145%
减持
HEFA
ISHARES TR HDG MSCI EAFE
-$4.7M
471,948
-25%
增持
AMAT
APPLIED MATLS INC COM
+$4.7M
128,749
+50%
增持
JPEM
J P MORGAN EXCHANGE TRADED F DIV RTN EM EQT
+$4.7M
243,067
+55%
增持
DFAC
DIMENSIONAL ETF TRUST US CORE EQUITY 2
+$4.5M
563,624
+39%
增持
IBM
INTERNATIONAL BUSINESS MACHS COM
+$4.5M
49,207
+39%
增持
LRCX
LAM RESEARCH CORP COM NEW
+$4.4M
110,138
+119%
增持
HOOD
ROBINHOOD MKTS INC COM CL A
+$4.3M
109,037
+1532%
增持
NVDA
NVIDIA CORPORATION COM
+$4.3M
1,442,036
+28%
减持
FCX
FREEPORT-MCMORAN INC CL B
-$4.2M
25,746
-81%
增持
ORLY
OREILLY AUTOMOTIVE INC COM
+$4.2M
9,276
+21%
增持
IAU
ISHARES GOLD TR ISHARES NEW
+$4.2M
256,157
+16%
增持
QSIG
WISDOMTREE TR US SHT TRM CORP
+$4.0M
316,415
+35%
增持
PLTR
PALANTIR TECHNOLOGIES INC CL A
+$4.0M
335,190
+5%
增持
YMAG
TIDAL TR II YIELDMAX MAGNIFI
+$4.0M
283,952
+1834%
建仓
CTA
SIMPLIFY EXCHANGE TRADED FUN MANAGED FUTURES
+$3.9M
130,075
增持
ODFL
OLD DOMINION FREIGHT LINE IN COM
+$3.8M
64,063
+65%
建仓
BUCK
SIMPLIFY EXCHANGE TRADED FUN TREASURY OPT INC
+$3.7M
150,209
增持
FBND
FIDELITY MERRIMACK STR TR TOTAL BD ETF
+$3.6M
198,778
+64%
增持
MUB
ISHARES TR NATIONAL MUN ETF
+$3.5M
637,399
+7%
增持
AMZN
AMAZON COM INC COM
+$3.5M
637,717
+19%
减持
AMGN
AMGEN INC COM
-$3.5M
26,708
-41%
增持
VEA
VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT
+$3.4M
155,507
+67%
增持
VIG
VANGUARD SPECIALIZED FUNDS DIV APP ETF
+$3.4M
205,386
+10%
增持
ILCG
ISHARES TR MORNINGSTAR GRWT
+$3.4M
160,628
+50%
增持
VCSH
VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD
+$3.4M
51,088
+516%
增持
KO
COCA COLA CO COM
+$3.4M
162,588
+22%
增持
DBEF
DBX ETF TR XTRACK MSCI EAFE
+$3.4M
280,940
+32%
增持
BIV
VANGUARD BD INDEX FDS INTERMED TERM
+$3.3M
309,435
+14%
增持
SCHA
SCHWAB STRATEGIC TR US SML CAP ETF
+$3.3M
746,525
+36%
增持
SCHH
SCHWAB STRATEGIC TR US REIT ETF
+$3.3M
164,539
+1325%
增持
FLRN
SPDR SER TR BLOOMBERG INVT
+$3.3M
411,143
+35%
建仓
DFAW
DIMENSIONAL ETF TRUST WORLD EQUITY ETF
+$3.3M
53,703
增持
XLK
SELECT SECTOR SPDR TR TECHNOLOGY
+$3.2M
77,323
+40%
增持
SCHZ
SCHWAB STRATEGIC TR US AGGREGATE B
+$3.1M
178,459
+301%
增持
HWM
HOWMET AEROSPACE INC COM
+$3.0M
68,840
+27%
增持
SPYM
SPDR SER TR PORTFOLIO S&P500
+$3.0M
64,832
+258%
增持
FISV
FISERV INC COM
+$3.0M
39,552
+42%
增持
GEV
GE VERNOVA INC COM
+$2.9M
39,393
+42%
增持
T
AT&T INC COM
+$2.9M
234,557
+43%
增持
JNK
SPDR SER TR BLOOMBERG HIGH Y
+$2.9M
158,030
+24%
增持
NOW
SERVICENOW INC COM
-$2.9M
14,485
+7%
增持
QQQM
INVESCO EXCH TRADED FD TR II NASDAQ 100 ETF
+$2.9M
19,017
+392%
建仓
PDI
PIMCO DYNAMIC INCOME FD SHS
+$2.8M
142,302
增持
VWO
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF
+$2.8M
94,075
+186%
增持
KKR
KKR & CO INC COM
+$2.8M
30,090
+553%
增持
ONEQ
FIDELITY COMWLTH TR NASDAQ COMPSIT
+$2.8M
109,141
+78%
减持
HON
HONEYWELL INTL INC COM
-$2.8M
63,009
-12%
建仓
SPTL
SPDR SER TR PORTFOLIO LN TSR
+$2.8M
101,088
增持
MU
MICRON TECHNOLOGY INC COM
+$2.7M
64,797
+52%
减持
MAR
MARRIOTT INTL INC NEW CL A
-$2.7M
28,702
-16%
增持
FQAL
FIDELITY COVINGTON TRUST QLTY FCTOR ETF
+$2.6M
54,469
+318%
增持
IWR
ISHARES TR RUS MID CAP ETF
+$2.6M
133,578
+35%
增持
LNG
CHENIERE ENERGY INC COM NEW
+$2.6M
34,479
+37%
增持
MCD
MCDONALDS CORP COM
+$2.6M
47,526
+13%
增持
ABT
ABBOTT LABS COM
+$2.6M
48,627
+42%
