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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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 150 项
建仓 6
增持 13
减持 126
清仓 5
方向
标的
Δ市值
现股数(环比)
增持
AGG
ISHARES TR CORE US AGGBD ET
+$109.7M
3,199,109
+52%
建仓
AVLV
AMERICAN CENTY ETF TR EMERGING
+$105.1M
1,540,491
减持
XTEN
BONDBLOXX ETF TRUST BLOOMBERG TEN YR
-$97.7M
1,373,413
-60%
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。
减持
GOVT
ISHARES TR US TREAS BD ETF
-$90.8M
2,036,185
-66%
减持
SCHX
SCHWAB STRATEGIC TR US LRG CAP ETF
-$80.8M
11,090,995
-30%
减持
AAPL
APPLE INC COM
-$65.0M
800,859
-23%
减持
SCHF
SCHWAB STRATEGIC TR INTL EQTY ETF
-$53.5M
6,553,549
-35%
增持
VGLT
VANGUARD SCOTTSDALE FDS LONG TERM TREAS
+$51.2M
936,819
+3757%
减持
VTV
VANGUARD INDEX FDS VALUE ETF
-$43.1M
716,208
-27%
减持
JEPI
J P MORGAN EXCHANGE TRADED F EQUITY PREMIUM
-$40.3M
231,368
-75%
增持
DGRW
WISDOMTREE TR US QTLY DIV GRT
+$36.8M
1,401,381
+39%
减持
ITOT
ISHARES TR CORE S&P TTL STK
-$33.4M
1,566,681
-22%
建仓
CGBD
CARLYLE SECURED LENDING INC COM
+$30.2M
2,204,508
减持
NVDA
NVIDIA CORPORATION COM
+$29.5M
1,170,222
-19%
减持
QUAL
ISHARES TR MSCI USA QLT FCT
-$28.9M
464,670
-30%
减持
UNH
UNITEDHEALTH GROUP INC COM
-$28.9M
67,137
-29%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL CL B NEW
-$27.5M
117,335
-26%
减持
IVV
ISHARES TR CORE S&P500 ETF
-$24.7M
219,209
-23%
减持
IGIB
ISHARES TR ISHS 5-10YR INVT
-$22.8M
213,669
-67%
减持
AVGO
BROADCOM INC COM
+$22.1M
275,036
-14%
减持
IAGG
ISHARES TR CORE INTL AGGR
-$20.9M
500,070
-46%
减持
VTI
VANGUARD INDEX FDS TOTAL STK MKT
+$20.0M
1,192,935
-4%
减持
SCHM
SCHWAB STRATEGIC TR US MID-CAP ETF
-$19.9M
2,066,956
-30%
减持
—
EXXON MOBIL CORP COM
-$19.4M
291,609
-32%
减持
SCHV
SCHWAB STRATEGIC TR US LCAP VA ETF
-$19.3M
802,341
-49%
减持
VOO
VANGUARD INDEX FDS S&P 500 ETF SHS
-$18.7M
218,102
-21%
减持
LLY
ELI LILLY & CO COM
-$18.5M
64,204
-23%
减持
DFUV
DIMENSIONAL ETF TRUST US MKTWIDE VALUE
-$18.4M
31,800
-93%
减持
SCHG
SCHWAB STRATEGIC TR US LCAP GR ETF
-$17.4M
1,787,599
-36%
减持
AGGH
SIMPLIFY EXCHANGE TRADED FUN AGGREGATE BOND E
-$17.2M
17,207
-98%
减持
VUG
VANGUARD INDEX FDS GROWTH ETF
-$14.9M
41,549
-53%
减持
IGSB
ISHARES TR ISHS 1-5YR INVS
-$14.7M
544,773
-34%
减持
V
VISA INC COM CL A
-$14.6M
97,677
-30%
减持
MRK
MERCK & CO INC COM
-$14.4M
75,233
-67%
减持
QQQ
INVESCO QQQ TR UNIT SER 1
-$14.3M
212,121
-24%
减持
LMT
LOCKHEED MARTIN CORP COM
-$14.1M
15,456
-68%
减持
SPY
SPDR S&P 500 ETF TR TR UNIT
-$13.8M
191,951
-18%
增持
RDVI
FIRST TR EXCHANGE-TRADED FD FT VEST RIS
+$13.5M
564,607
+3213%
减持
MGK
VANGUARD WORLD FD MEGA GRWTH IND
+$13.4M
337,161
-4%
减持
AMLP
ALPS ETF TR ALERIAN MLP
-$13.3M
228,688
-51%
减持
MA
MASTERCARD INCORPORATED CL A
-$13.1M
36,806
-40%
增持
IEF
ISHARES TR 7-10 YR TRSY BD
+$12.8M
443,464
+42%
减持
SPMB
SPDR SERIES TRUST PORT MTG BK ETF
-$12.3M
35,551
-94%
增持
SGOV
ISHARES TR 0-3 MNTH TREASRY
+$12.1M
125,143
+2332%
减持
NOBL
PROSHARES TR S&P 500 DV ARIST
-$11.9M
55,403
-68%
减持
PG
PROCTER AND GAMBLE CO COM
-$11.4M
166,853
-25%
减持
SPYV
SPDR SERIES TRUST PRTFLO S&P500 VL
-$11.0M
67,119
-76%
减持
HD
HOME DEPOT INC COM
-$10.7M
112,498
-21%
减持
BINC
BLACKROCK ETF TRUST II ISHARES FLEXIBLE
-$10.7M
20,244
-91%
减持
BSV
VANGUARD BD INDEX FDS SHORT TRM BOND
-$9.5M
707,235
-15%
减持
IJR
ISHARES TR CORE S&P SCP ETF
-$9.5M
147,130
-40%
减持
IWD
ISHARES TR RUS 1000 VAL ETF
-$9.4M
26,491
-66%
减持
ABBV
ABBVIE INC COM
-$9.4M
124,831
-20%
减持
AVUV
AMERICAN CENTY ETF TR US SML CP VALU
-$9.3M
1,078,386
-13%
减持
PLTR
PALANTIR TECHNOLOGIES INC CL A
+$9.1M
273,639
-18%
增持
—
EATON CORP PLC SHS
+$8.9M
43,060
+81%
减持
UNP
UNION PAC CORP COM
-$8.9M
53,052
-41%
减持
COST
COSTCO WHSL CORP NEW COM
-$8.9M
44,893
-20%
减持
CVX
CHEVRON CORP NEW COM
-$8.8M
140,367
-19%
减持
GEV
GE VERNOVA INC COM
+$8.4M
38,543
-2%
减持
SCHE
SCHWAB STRATEGIC TR EMRG MKTEQ ETF
-$8.3M
348,518
-49%
减持
XT
ISHARES TR EXPONENTIAL TECH
-$8.3M
5,351
-96%
减持
MUB
ISHARES TR NATIONAL MUN ETF
-$8.3M
563,950
-12%
减持
GLD
SPDR GOLD TR GOLD SHS
-$8.2M
24,723
-56%
减持
SHV
ISHARES TR SHORT TREAS BD
-$8.1M
96,741
-43%
减持
BND
VANGUARD BD INDEX FDS TOTAL BND MRKT
-$7.8M
1,274,541
-8%
减持
MAGS
LISTED FDS TR ROUNDHILL MAGNIF
-$7.8M
5,780
-97%
减持
CRM
SALESFORCE INC COM
-$7.6M
68,461
-30%
减持
LQDW
ISHARES TR INVT GRD CORP BD
-$6.9M
315,920
-44%
减持
GOOG
ALPHABET INC CAP STK CL C
-$6.8M
221,090
-26%
增持
SMIG
ETF SER SOLUTIONS BAHL GAYNOR SML
+$6.7M
295,975
+349%
减持
VGK
VANGUARD INTL EQUITY INDEX F FTSE EUROPE ETF
+$6.5M
2,086,490
-5%
减持
IEFA
ISHARES TR CORE MSCI EAFE
-$6.5M
682,883
-19%
减持
AMZN
AMAZON COM INC COM
-$6.4M
523,916
-18%
减持
PEP
PEPSICO INC COM
-$6.2M
94,233
-24%
减持
ZTS
ZOETIS INC CL A
-$6.1M
50,205
-41%
减持
IJH
ISHARES TR CORE S&P MCP ETF
-$6.0M
140,004
-44%
减持
DFAC
DIMENSIONAL ETF TRUST US CORE EQUITY 2
-$5.9M
353,940
-37%
减持
TMO
THERMO FISHER SCIENTIFIC INC COM
-$5.8M
25,676
-21%
减持
WMT
WALMART INC COM
-$5.6M
579,996
-18%
减持
FDVV
FIDELITY COVINGTON TRUST HIGH DIVID ETF
-$5.5M
300,474
-30%
减持
VPL
VANGUARD INTL EQUITY INDEX F FTSE PACIFIC ETF
+$5.4M
715,865
-3%
减持
KOMP
SPDR SERIES TRUST S&P KENSHO NEW
-$5.3M
13,351
-90%
减持
MSFT
MICROSOFT CORP COM
+$5.3M
325,731
-22%
减持
CDX
SIMPLIFY EXCHANGE TRADED FUN HIGH YIELD ETF
-$5.2M
277,694
-46%
减持
IBOC
INTERNATIONAL BANCSHARES COR COM
-$5.2M
3,786
-96%
减持
PANW
PALO ALTO NETWORKS INC COM
-$5.2M
73,527
-38%
减持
HYG
ISHARES TR IBOXX HI YD ETF
-$5.1M
196,988
-26%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS
+$5.1M
77,845
+3%
减持
LQD
ISHARES TR IBOXX INV CP ETF
-$5.1M
17,683
-73%
减持
FESM
FIDELITY COVINGTON TRUST ENHANCED SMALL
-$5.0M
363,126
-36%
减持
GOF
GUGGENHEIM STRATEGIC OPPORTU COM SBI
-$5.0M
424,839
-42%
减持
HOOD
ROBINHOOD MKTS INC COM CL A
+$5.0M
101,784
-7%
减持
JNJ
JOHNSON & JOHNSON COM
-$5.0M
83,719
-22%
减持
NFLX
NETFLIX INC COM
+$5.0M
19,065
-15%
减持
IEI
ISHARES TR 3 7 YR TREAS BD
-$4.9M
5,814
-88%
减持
ADBE
ADOBE INC COM
-$4.8M
27,343
-32%
减持
SPDW
SPDR INDEX SHS FDS PORTFOLIO DEVLPD
-$4.7M
73,602
-65%
建仓
RKLB
ROCKET LAB CORP COM
+$4.7M
130,153
减持
SHM
SPDR SERIES TRUST NUVEEN ICE SHORT
-$4.6M
253,667
-28%
减持
ODFL
OLD DOMINION FREIGHT LINE IN COM
-$4.6M
36,993
-42%
减持
SCHD
SCHWAB STRATEGIC TR US DIVIDEND EQ
-$4.6M
94,797
-62%
减持
JPM
JPMORGAN CHASE & CO. COM
-$4.5M
161,123
-23%
减持
BIV
VANGUARD BD INDEX FDS INTERMED TERM
-$4.4M
249,313
-19%
清仓
YMAG
TIDAL TR II YIELDMAX MAGNIFI
-$4.2M
0
-100%
建仓
EMLP
FIRST TR EXCHANGE-TRADED FD NO AMER ENERGY
+$4.2M
112,314
减持
SCHP
SCHWAB STRATEGIC TR US TIPS ETF
-$4.2M
2,009,989
-7%
减持
XLP
SELECT SECTOR SPDR TR SBI CONS STPLS
-$4.2M
118,700
-30%
减持
VNQ
VANGUARD INDEX FDS REAL ESTATE ETF
-$4.2M
369,145
-10%
减持
DBEF
DBX ETF TR XTRACK MSCI EAFE
-$3.9M
187,874
-33%
减持
FISV
FISERV INC COM
-$3.9M
27,878
-30%
减持
SCHA
SCHWAB STRATEGIC TR US SML CAP ETF
-$3.9M
536,870
-28%
减持
ORCL
ORACLE CORP COM
+$3.9M
54,658
-5%
减持
JPST
J P MORGAN EXCHANGE TRADED F ULTRA SHRT ETF
-$3.6M
241,612
-23%
减持
GOOGL
ALPHABET INC CAP STK CL A
-$3.6M
260,079
-19%
减持
XLU
SELECT SECTOR SPDR TR SBI INT-UTILS
-$3.6M
105,458
-32%
增持
ORLY
OREILLY AUTOMOTIVE INC COM
-$3.6M
107,892
+1063%
清仓
SCHH
SCHWAB STRATEGIC TR US REIT ETF
-$3.5M
0
-100%
减持
VCSH
VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD
-$3.5M
6,656
-87%
增持
IAU
ISHARES GOLD TR ISHARES NEW
+$3.5M
298,223
+16%
减持
PPH
VANECK ETF TRUST PHARMACEUTCL ETF
-$3.5M
96,870
-26%
减持
FLOT
ISHARES TR FLTG RATE NT ETF
-$3.4M
164,134
-29%
减持
HEFA
ISHARES TR HDG MSCI EAFE
-$3.4M
360,693
-24%
减持
SPYG
SPDR SERIES TRUST PRTFLO S&P500 GW
-$3.4M
233,236
-27%
减持
MCD
MCDONALDS CORP COM
-$3.4M
39,090
-18%
减持
AMD
ADVANCED MICRO DEVICES INC COM
-$3.4M
139,831
-38%
减持
LRCX
LAM RESEARCH CORP COM NEW
-$3.3M
48,096
-56%
减持
DVY
ISHARES TR SELECT DIVID ETF
-$3.3M
47,872
-34%
减持
AMAT
APPLIED MATLS INC COM
-$3.3M
84,006
-35%
减持
CTA
SIMPLIFY EXCHANGE TRADED FUN MANAGED FUTURES
-$3.3M
20,431
-84%
清仓
DFAW
DIMENSIONAL ETF TRUST WORLD EQUITY ETF
-$3.3M
0
-100%
减持
SCHZ
SCHWAB STRATEGIC TR US AGGREGATE B
-$3.3M
36,706
-79%
减持
JNK
SPDR SERIES TRUST BLOOMBERG HIGH Y
-$3.3M
121,322
-23%
减持
AMGN
AMGEN INC COM
-$3.3M
18,141
-32%
建仓
FTCB
FIRST TR EXCHANGE-TRADED FD CORE INVESTMENT
+$3.2M
153,472
增持
FTSM
FIRST TR EXCHANGE-TRADED FD FIRST TR ENH NEW
+$3.2M
58,894
+870%
增持
SUB
ISHARES TR SHRT NAT MUN ETF
+$3.1M
134,037
+27%
减持
MU
MICRON TECHNOLOGY INC COM
-$3.0M
21,203
-67%
减持
JPEM
J P MORGAN EXCHANGE TRADED F DIV RTN EM EQT
-$3.0M
173,935
-28%
减持
BDX
BECTON DICKINSON & CO COM
-$3.0M
52,614
-0%
减持
XLV
SELECT SECTOR SPDR TR SBI HEALTHCARE
-$2.9M
43,585
-28%
清仓
PDI
PIMCO DYNAMIC INCOME FD SHS
-$2.8M
0
-100%
减持
HWM
HOWMET AEROSPACE INC COM
+$2.8M
63,112
-8%
减持
VEA
VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT
-$2.8M
89,732
-42%
清仓
SPTL
SPDR SER TR PORTFOLIO LN TSR
-$2.8M
0
-100%
建仓
FFIN
FIRST FINL BANKSHARES INC COM
+$2.7M
74,781
减持
VWO
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF
-$2.7M
31,885
-66%
减持
VNLA
JANUS DETROIT STR TR HENDRSN SHRT ETF
-$2.6M
64,283
-46%
减持
FQAL
FIDELITY COVINGTON TRUST QLTY FCTOR ETF
-$2.6M
12,619
-77%
减持
IXUS
ISHARES TR CORE MSCI TOTAL
-$2.6M
1,127,400
-12%
