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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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 150 项
建仓 11
增持 70
减持 64
清仓 5
方向
标的
Δ市值
现股数(环比)
增持
IVV
ISHARES TR CORE S&P500 ETF
+$143.3M
466,993
+98%
减持
AGG
ISHARES TR CORE US AGGBD ET
-$124.7M
3,679,473
-25%
增持
FESM
FIDELITY COVINGTON TRUST ENHANCED SMALL
+$104.4M
3,113,064
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。
+747%
建仓
AVEM
AMERICAN CENTY ETF TR AVANTIS EMGMKT
+$60.9M
756,001
增持
IEMG
ISHARES INC CORE MSCI EMKT
+$50.0M
898,374
+379%
建仓
PSQO
PALMER SQUARE FUNDS TR CR OPPORTUNITIES
+$48.9M
2,385,079
增持
USRT
ISHARES TR CRE U S REIT ETF
+$45.5M
774,046
+12631%
建仓
PYLD
PIMCO ETF TR MULTISECTOR BD
+$45.2M
1,724,346
减持
DGRW
WISDOMTREE TR US QTLY DIV GRT
-$42.5M
1,079,247
-30%
减持
SCHX
SCHWAB STRATEGIC TR US LRG CAP ETF
-$41.0M
8,900,665
-11%
减持
MSFT
MICROSOFT CORP COM
-$40.3M
328,256
-1%
增持
JPIB
J P MORGAN EXCHANGE TRADED F INTL BD OPP ETF
+$39.1M
927,039
+763%
增持
BINC
BLACKROCK ETF TRUST II ISHARES FLEXIBLE
+$37.5M
743,242
+3617%
增持
AVDE
AMERICAN CENTY ETF TR INTL EQT ETF
+$30.7M
366,255
+8467%
减持
SCHF
SCHWAB STRATEGIC TR INTL EQTY ETF
-$30.6M
4,430,297
-24%
增持
BUFD
FIRST TR EXCHNG TRADED FD VI FT VEST LADDERED
+$30.4M
1,097,887
+8155%
建仓
AGGY
WISDOMTREE TR YIELD ENHANCD US
+$29.4M
675,916
减持
VTI
VANGUARD INDEX FDS TOTAL STK MKT
-$25.7M
1,083,783
-3%
减持
AVUV
AMERICAN CENTY ETF TR US SML CP VALU
-$25.7M
439,214
-40%
增持
XTEN
BONDBLOXX ETF TRUST BLOOMBERG TEN YR
+$23.3M
1,987,051
+35%
增持
FTEC
FIDELITY COVINGTON TRUST MSCI INFO TECH I
+$21.3M
105,576
+3473%
减持
AAPL
APPLE INC COM
-$20.4M
780,141
-3%
增持
IAGG
ISHARES TR CORE INTL AGGR
+$18.1M
896,069
+67%
增持
JEPI
J P MORGAN EXCHANGE TRADED F EQUITY PREMIUM
+$17.6M
500,267
+166%
增持
BUFR
FIRST TR EXCHNG TRADED FD VI FT VEST LADDERED
+$17.5M
547,760
+1785%
增持
MTUM
ISHARES TR MSCI USA MMENTM
+$16.3M
94,000
+273%
减持
LLY
ELI LILLY & CO COM
-$16.1M
65,157
-8%
增持
TAXF
AMERICAN CENTY ETF TR DIVERSIFIED MU
+$15.4M
339,492
+958%
减持
AMZN
AMAZON COM INC COM
-$15.2M
513,831
-3%
增持
—
EATON CORP PLC SHS
+$14.9M
88,739
+68%
减持
GOOG
ALPHABET INC CAP STK CL C
-$14.6M
179,828
-15%
建仓
JMST
J P MORGAN EXCHANGE TRADED F ULTRA SHT MUNCPL
+$14.6M
285,841
增持
CVX
CHEVRON CORPORATION COM
+$13.9M
172,421
+21%
增持
SCHG
SCHWAB STRATEGIC TR US LCAP GR ETF
+$13.4M
2,184,354
+42%
减持
AVGO
BROADCOM INC COM
-$13.1M
259,591
-3%
减持
—
EXXON MOBIL CORP COM
+$12.2M
281,666
-5%
增持
NVDA
NVIDIA CORPORATION COM
-$12.1M
1,138,443
+0%
减持
VGK
VANGUARD INTL EQUITY INDEX F FTSE EUROPE ETF
-$11.5M
1,927,470
-5%
减持
BX
BLACKSTONE INC COM
-$11.2M
22,566
-75%
减持
JPEM
J P MORGAN EXCHANGE TRADED F DIV RTN EM EQT
-$10.6M
4,562
-97%
增持
GEV
GE VERNOVA INC COM
+$10.2M
44,110
+2%
增持
IVW
ISHARES TR S&P 500 GRWT ETF
+$9.7M
183,538
+105%
减持
GOOGL
ALPHABET INC CAP STK CL A
-$9.6M
261,441
-3%
减持
PLTR
PALANTIR TECHNOLOGIES INC CL A
-$9.2M
229,758
-4%
增持
CLOA
BLACKROCK ETF TRUST II ISHARES AAA CLO
+$8.6M
195,748
+566%
增持
SCHM
SCHWAB STRATEGIC TR US MID-CAP ETF
+$8.6M
1,874,193
+14%
减持
META
META PLATFORMS INC CL A
-$8.3M
84,590
-3%
增持
FBND
FIDELITY MERRIMACK STR TR TOTAL BD ETF
+$8.0M
392,277
+82%
增持
SHV
ISHARES TR TRUST ISHARE 0-1
+$8.0M
94,040
+328%
增持
DYNF
BLACKROCK ETF TRUST ISHARES US EQUIT
+$7.9M
141,268
+2589%
建仓
HIMU
BLACKROCK ETF TRUST II ISHARES HIGH YIE
+$7.8M
163,332
减持
QUAL
ISHARES TR MSCI USA QLT FCT
-$7.8M
459,443
-5%
增持
MGK
VANGUARD WORLD FD MEGA GRWTH IND
-$7.5M
185,052
+1%
减持
FLOT
ISHARES TR FLTG RATE NT ETF
-$7.4M
20,341
-88%
减持
VOO
VANGUARD INDEX FDS S&P 500 ETF SHS
-$7.4M
203,535
-1%
建仓
USFR
WISDOMTREE TR FLOATNG RAT TREA
+$7.0M
138,562
建仓
NUKZ
EXCHANGE TRADED CONCEPTS TRU RANGE NUCLEAR RE
+$6.8M
102,995
增持
CAIE
CALAMOS ETF TR AUTOCALLABLE INC
+$6.7M
471,706
+147%
增持
GRID
FIRST TR EXCHANGE-TRADED FD NASDQ CLN EDGE
+$6.7M
63,949
+160%
增持
DUSB
DIMENSIONAL ETF TRUST ULTRASHORT FIXED
+$6.2M
129,381
+1730%
增持
QQQ
INVESCO QQQ TR UNIT SER 1
-$6.1M
204,402
+1%
增持
COST
COSTCO WHOLESALE CORPORATION COM
+$6.1M
45,829
+0%
减持
WMT
WALMART INC COM
+$6.1M
561,402
-2%
建仓
SBAR
SIMPLIFY EXCHANGE TRADED FUN BARRIER INCOME
+$6.1M
247,287
增持
MAR
MARRIOTT INTL INC NEW CL A
+$5.8M
46,860
+52%
增持
CLX
CLOROX CO DEL COM
+$5.7M
57,117
+2637%
减持
SNPS
SYNOPSYS INC COM
-$5.6M
18,283
-34%
增持
TSLA
TESLA INC COM
-$5.5M
86,695
+1%
减持
AXP
AMERICAN EXPRESS CO COM
-$5.4M
65,494
-4%
增持
CAT
CATERPILLAR INC COM
+$5.3M
29,615
+8%
增持
BND
VANGUARD BD INDEX FDS TOTAL BND MRKT
+$5.3M
1,403,857
+6%
增持
DUK
DUKE ENERGY CORP NEW COM NEW
+$5.2M
71,001
+104%
减持
V
VISA INC COM CL A
-$5.1M
96,159
-1%
增持
NFLX
NETFLIX INC. COM
+$4.9M
337,952
+13%
增持
JNJ
JOHNSON & JOHNSON COM
+$4.7M
92,822
+7%
减持
GOF
GUGGENHEIM STRATEGIC OPPORTU COM SBI
-$4.7M
68,999
-84%
减持
JPM
JPMORGAN CHASE & CO COM
-$4.6M
144,493
-1%
减持
IEFA
ISHARES TR CORE MSCI EAFE
-$4.6M
637,728
-8%
减持
LQDW
ISHARES TR INVT GRD CORP BD
-$4.4M
143,131
-55%
减持
SPGI
S&P GLOBAL INC COM
-$4.2M
26,193
-11%
减持
HON
HONEYWELL INTL INC COM
-$4.1M
23,092
-48%
增持
BNDX
VANGUARD CHARLOTTE FDS TOTAL INT BD ETF
+$4.1M
1,374,142
+7%
减持
GOVT
ISHARES TR US TREAS BD ETF
-$4.0M
1,416,524
-11%
减持
INTU
INTUIT COM
-$3.9M
2,955
-62%
减持
FSLR
FIRST SOLAR INC COM
-$3.8M
13,811
-44%
清仓
LQDH
ISHARES U S ETF TR INT RT HDG C B
-$3.8M
0
-100%
减持
FLDR
FIDELITY MERRIMACK STR TR LOW DURTIN ETF
-$3.6M
92,599
-44%
增持
HOOD
ROBINHOOD MKTS INC COM CL A
-$3.6M
140,405
+19%
增持
SCHP
SCHWAB STRATEGIC TR US TIPS ETF
+$3.6M
2,265,508
+6%
减持
TMO
THERMO FISHER SCIENTIFIC INC COM
-$3.5M
32,995
-3%
建仓
CPSL
CALAMOS ETF TR LADDERED S&P 500
+$3.2M
117,199
清仓
VNLA
JANUS DETROIT STR TR HENDRSN SHRT ETF
-$3.2M
0
-100%
减持
UBER
UBER TECHNOLOGIES INC COM
-$3.1M
244,800
-3%
增持
CRM
SALESFORCE INC COM
-$3.1M
50,428
+7%
增持
IXUS
ISHARES TR CORE MSCI TOTAL
+$3.0M
1,163,580
+1%
增持
INTC
INTEL CORP COM
+$3.0M
97,275
+177%
减持
ISRG
INTUITIVE SURGICAL INC COM NEW
-$3.0M
7,314
-35%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL CL B NEW
-$2.9M
127,562
+0%
减持
VPL
VANGUARD INTL EQUITY INDEX F FTSE PACIFIC ETF
+$2.9M
654,600
-3%
减持
PANW
PALO ALTO NETWORKS INC COM
-$2.9M
88,226
-5%
减持
ABT
ABBOTT LABORATORIES COM
-$2.8M
117,570
-1%
增持
SPY
STATE STR SPDR S&P 500 ETF T TR UNIT
+$2.7M
160,331
+5%
增持
ORCL
ORACLE CORP COM
-$2.6M
56,439
+0%
增持
IWF
ISHARES TR RUS 1000 GRW ETF
+$2.6M
48,249
+27%
减持
BKNG
BOOKING HOLDINGS INC COM
-$2.6M
513
-42%
减持
ADP
AUTOMATIC DATA PROCESSING IN COM
-$2.6M
23,724
-18%
减持
AVLV
AMERICAN CENTY ETF TR US LARGE CAP VLU
-$2.6M
1,163,667
-9%
增持
LNG
CHENIERE ENERGY INC COM NEW
+$2.6M
25,258
+7%
减持
IJS
ISHARES TR SP SMCP600VL ETF
+$2.6M
775,003
-1%
减持
VUG
VANGUARD INDEX FDS GROWTH ETF
-$2.6M
41,377
-2%
增持
IAU
ISHARES GOLD TR ISHARES NEW
+$2.5M
315,598
+1%
增持
RTX
RTX CORPORATION COM
+$2.4M
182,357
+2%
增持
DIA
STATE STR SPDR DOW JONES IND UT SER 1
+$2.4M
12,352
+76%
减持
MA
MASTERCARD INCORPORATED CL A
-$2.3M
29,264
-1%
减持
KKR
KKR & CO INC COM
-$2.3M
6,633
-71%
减持
—
SEAGATE TECHNOLOGY HLDNGS PL ORD SHS
+$2.2M
29,042
-13%
减持
UNH
UNITEDHEALTH GROUP INC COM
-$2.2M
26,682
-7%
减持
ET
ENERGY TRANSFER L P COM UT LTD PTN
+$2.2M
871,669
-2%
增持
IWR
ISHARES TR RUS MID CAP ETF
+$2.2M
130,840
+20%
减持
BAC
BANK AMERICA CORP COM
-$2.1M
206,814
-7%
增持
IBM
INTERNATIONAL BUSINESS MACHS COM
-$2.1M
39,843
+0%
增持
MO
ALTRIA GROUP INC COM
+$2.1M
60,855
+80%
减持
MPC
MARATHON PETE CORP COM
+$2.1M
25,646
-1%
减持
SNOW
SNOWFLAKE INC COM SHS
-$2.1M
3,148
-73%
增持
LOW
LOWES COS INC COM
+$2.0M
26,297
+52%
增持
MRK
MERCK & CO INC COM
+$2.0M
46,549
+37%
减持
QCOM
QUALCOMM INC COM
-$2.0M
27,801
-15%
减持
HD
HOME DEPOT INC COM
-$2.0M
118,608
-0%
减持
IEF
ISHARES TR 7-10 YR TRSY BD
-$1.9M
176,531
-10%
减持
AKRE
PROFESIONALLY MANAGED PORTFO AKRE FOCUS ETF
-$1.9M
121,591
-4%
清仓
—
ASTRAZENECA PLC SPONSORED ADR
-$1.9M
0
-100%
建仓
—
ASTRAZENECA PLC ORD
+$1.9M
9,510
清仓
WHR
WHIRLPOOL CORP COM
-$1.9M
0
-100%
增持
NOW
SERVICENOW INC COM
-$1.8M
102,282
+25%
增持
ENB
ENBRIDGE INC COM
+$1.8M
40,586
+435%
减持
JPST
J P MORGAN EXCHANGE TRADED F ULTRA SHRT ETF
-$1.8M
210,354
-15%
增持
GSK
GSK PLC SPONSORED ADR
+$1.8M
58,611
+94%
增持
JMUB
J P MORGAN EXCHANGE TRADED F MUNICIPAL ETF
+$1.7M
103,166
+52%
增持
VRT
VERTIV HOLDINGS CO COM CL A
+$1.7M
18,036
+5%
增持
SPYG
SPDR SERIES TRUST STATE STREET SPD
-$1.7M
235,300
+1%
减持
EFA
ISHARES TR MSCI EAFE ETF
-$1.7M
587,845
-3%
减持
GS
GOLDMAN SACHS GROUP INC COM
-$1.7M
11,262
-12%
增持
TIP
ISHARES TR TIPS BD ETF
+$1.7M
270,514
+6%
增持
STIP
ISHARES TR 0-5 YR TIPS ETF
+$1.7M
302,644
+5%
增持
XLE
SELECT SECTOR SPDR TR STATE STREET ENE
+$1.7M
90,537
+4%
增持
MU
MICRON TECHNOLOGY INC COM
+$1.6M
42,136
+23%
增持
PM
PHILIP MORRIS INTL INC COM
+$1.6M
33,959
+37%
清仓
BUCK
SIMPLIFY EXCHANGE TRADED FUN TREASURY OPT INC
-$1.6M
0
-100%
减持
TSM
TAIWAN SEMICONDUCTOR MANUFAC SPONSORED ADS
+$1.6M
80,797
-4%
减持
FSSL
FS SPECIALTY LENDING FD COM SH BEN INT
-$1.6M
98,647
-51%
