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PSI Advisors, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
PSI Advisors, LLC
报告期 2026-03-31 · CIK 0001779040
持仓数
167
前50大市值合计
$360.5M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($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
21Q3
21Q2
23Q4 调仓
2023-09-30 → 2023-12-31 · 共 150 项
建仓 7
增持 81
减持 56
清仓 6
方向
标的
Δ市值
现股数(环比)
建仓
JEPQ
JP MORGAN
+$5.2M
104,913
增持
SPYM
SPDR PORTFOLIO S&P 500 ETF
+$5.0M
506,962
+9%
增持
COWZ
PACER US CASH COWS 100 ETF
+$4.4M
94,263
+762%
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。
增持
QQQ
INVSC QQQ TRUST SRS 1 ETF IV
+$3.4M
63,413
+1%
清仓
—
ISHARES IBONDS
-$3.4M
0
-100%
减持
USMV
ISHARES MSCI
-$3.0M
83,780
-36%
增持
KNG
FIRST TRUST
+$2.4M
57,910
+390%
增持
SPMD
SPDR PORTFOLIO S&P 400 MID CAP ETF
+$2.4M
177,891
+24%
增持
SPSM
SPDR PORTFOLIO S&P 600 SMALL CAP ETF
+$2.3M
166,695
+30%
增持
DGRO
ISHARES CORE
+$1.2M
202,706
+3%
增持
CALF
PACER US SMALL CAP CASH COWS 100 ETF
+$1.1M
30,998
+259%
清仓
—
ISHARES IBONDS
-$1.1M
0
-100%
增持
SLYG
SPDR SERIES
+$993.4K
11,923
+23278%
增持
SDVY
FIRST TRUST
+$874.3K
111,249
+13%
增持
FVD
FIRST TRUST
+$795.3K
176,556
+4%
增持
SPYV
SPDR S&P 500 VALUE ETF
+$766.3K
49,955
+32%
减持
AAPL
APPLE INC
+$738.2K
34,818
-0%
减持
XLRE
SELECT SECTOR
+$725.9K
126,885
-1%
增持
SPYG
SPDR S&P 500 GROWTH ETF
+$725.4K
61,155
+11%
增持
—
ISHARES IBONDS
+$634.0K
77,052
+48%
增持
SWVXX
SCHWAB VALUE ADVANTAGE MONEY INV
+$552.3K
684,763
+417%
减持
IJR
ISHARES CORE S&P SMALL-CAP ETF
+$532.0K
44,869
-2%
增持
—
ISHARES IBONDS
+$506.5K
98,373
+27%
减持
AMZN
AMAZON.COM INC
+$479.9K
19,777
-0%
增持
XLU
SELECT UTILITIES
+$475.8K
9,069
+443%
减持
RDVY
FIRST TRUST
-$408.3K
1,208
-88%
增持
—
ISHARES IBONDS
+$400.3K
47,112
+50%
减持
MSFT
MICROSOFT CORP
+$376.5K
7,635
-3%
增持
—
ISHARES IBONDS
+$360.7K
43,603
+54%
增持
PREF
PRINCIPAL SPECTRUM PREF SC AC ETF
+$346.8K
148,627
+11%
增持
XMHQ
INVESCO S&P
+$340.7K
41,398
+0%
减持
SDY
SPDR SERIES
-$338.0K
8,187
-31%
增持
XLG
INVESCO S&P
+$307.3K
19,706
+53%
减持
IJT
ISHARES S&P SMLL CAP 600GRTH ETF
+$306.5K
22,325
-2%
增持
BUFR
FIRST TRUST
+$305.3K
105,294
+3%
增持
LLY
LILLY ELI & CO
+$278.0K
2,962
+10%
减持
—
VISTA OUTDOOR INC
-$268.0K
69,609
-1%
减持
UBER
UBER TECHNOLOGIES INC
+$244.6K
16,879
-2%
增持
IBDR
ISHARES IBONDS
+$233.1K
15,610
+160%
减持
SWKS
SKYWORKS SOLUTIONS
+$233.0K
17,874
-1%
减持
IDV
ISHARES INTL
-$230.5K
3,379
-74%
增持
GDX
VANECK GOLD MINERS ETF
+$225.2K
54,734
+0%
增持
NVDA
NVIDIA CORP
+$202.9K
3,109
+1%
增持
DE
DEERE & CO
+$200.8K
1,880
+29%
减持
MCD
MCDONALDS CORP
-$190.5K
1,906
-34%
减持
C
CITIGROUP INC
+$188.8K
22,881
-5%
减持
IJH
ISHARES CORE S&P MID-CAPETF
+$179.6K
7,668
-2%
减持
CRM
SALESFORCE INC
+$158.0K
4,110
-10%
增持
GOOGL
ALPHABET INC. CLASS A
+$155.8K
11,716
+4%
减持
OKE
ONEOK INC
-$151.0K
6,185
-33%
增持
TSLA
TESLA INC
+$148.3K
6,670
+11%
清仓
FTGC
FIRST TRUST
-$146.4K
0
-100%
增持
CAT
CATERPILLAR INC
+$143.0K
2,664
+13%
增持
META
META PLATFORMS INC CLASS A
+$142.2K
2,244
+3%
减持
BP
BP PLC FSPONSORED ADR 1 ADR REPS 6 ORD SHS
-$142.1K
8,908
-25%
减持
FDL
FIRST TRUST
-$140.2K
5,563
-45%
减持
VZ
VERIZON COMMUNICATN
+$139.7K
30,412
-2%
增持
EQWL
INVESCO S&P
+$139.5K
2,436
+159%
增持
INTC
INTEL CORP
+$136.9K
9,100
+1%
减持
JPM
JPMORGAN CHASE & CO
+$136.8K
6,076
-2%
增持
XLF
SELECT STR FINANCIAL SELECT SPDR ETF
+$128.3K
25,437
+2%
减持
AMD
ADVANCED MICRO DEVICE IN
+$124.1K
6,621
-20%
增持
—
EXXON MOBIL
+$119.7K
7,812
+39%
增持
DUK
DUKE ENERGY CORP
+$115.6K
7,981
+7%
减持
CVS
CVS HEALTH CORP
+$111.8K
17,475
-4%
增持
MOAT
VANECK MORNINGSTAR
+$108.4K
7,830
+7%
减持
XMMO
INVESCO S&P
+$99.7K
11,206
-0%
减持
VYM
VANGUARD HIGH DIVIDEND YIELD ETF
-$99.0K
602
-63%
增持
SPTL
SPDR PORTFOLIO
+$97.9K
3,395
+13480%
增持
BIL
SPDR BLOOMBERG 1 3 MNTH T BLL ETF
+$96.8K
88,328
+2%
增持
CVX
CHEVRON CORP
-$96.5K
11,845
+7%
减持
BA
BOEING COMPANY
-$93.0K
1,390
-41%
减持
SLB
SCHLUMBERGER LTD
-$89.8K
8,298
-7%
建仓
LSGRX
LOOMIS SAYLES GROWTH Y
+$89.1K
3,835
建仓
JPC
NUVEEN PREFERRED INCOME
+$88.5K
13,096
减持
HD
HOME DEPOT INC
+$85.5K
2,598
-4%
减持
CUBE
CUBESMART
-$85.4K
1,210
-67%
减持
TYG
TORTOISE ENERGY INFRASTR
-$80.7K
6,786
-29%
减持
SPTI
SPDR INTERMEDIATE
+$80.4K
241,649
-2%
减持
IVV
ISHARES CORE S&P 500 ETF
-$80.2K
7,309
-12%
减持
—
ROYAL CARIBBEAN
-$76.1K
800
-59%
建仓
MEIIX
MFS VALUE I
+$74.4K
1,563
增持
RTX
RTX CORP
+$71.5K
2,620
+27%
增持
GE
GENERAL ELECTRIC
+$70.3K
816
+167%
增持
IBM
INTL BUSINESS
+$70.2K
2,033
+9%
减持
QQQM
INVESCO NASDAQ
+$68.0K
6,244
-6%
减持
SNSXX
SCHWAB US TREASURY MONEY INVESTOR
-$67.8K
72,755
-48%
增持
QYLD
GLOBAL X
+$65.4K
23,628
+15%
减持
SUN
SUNOCO LTD
+$64.3K
9,689
-8%
减持
QCOM
QUALCOMM INC
+$61.5K
1,844
-0%
减持
BMY
BRISTOL-MYERS SQUIBB
-$61.2K
5,840
-6%
增持
ORCL
ORACLE CORP
+$60.4K
2,384
+32%
增持
SPY
SPDR S&P 500 ETF
+$58.5K
775
+7%
增持
BAC
BANK OF AMERICA CORP
+$57.0K
9,020
+0%
增持
AGG
ISHARES CORE
+$56.5K
1,796
+39%
增持
ET
ENERGY TRANSFER L P LP
+$56.1K
300,423
+3%
增持
MMM
3M COMPANY
+$53.5K
2,329
+8%
减持
BX
BLACKSTONE INC
-$53.2K
100
-84%
增持
—
ARTISAN MID CAP ADVISOR
+$52.3K
1,701
+586%
增持
MS
MORGAN STANLEY
+$52.0K
2,518
+13%
减持
SLV
ISHARES SILVER TRUST ETF
+$52.0K
47,710
-2%
增持
REGL
PROSHARES S&P
+$52.0K
4,494
+8%
增持
LOW
LOWES COMPANIES
+$51.0K
3,237
+0%
增持
EES
WISDOMTREE U S
+$50.6K
7,611
+0%
增持
NNN
NNN REIT
+$49.9K
6,039
+1%
增持
XLE
SECTOR ENERGY
+$49.2K
4,305
+25%
减持
—
NORWEGIAN CRUISE
-$49.1K
100
-97%
增持
IBDS
ISHARES IBONDS
+$47.7K
4,400
+77%
减持
TGT
TARGET CORP
+$46.6K
6,352
-18%
增持
SO
SOUTHERN COMPANY
+$44.6K
6,822
+2%
增持
ESPR
ESPERION THERAPEUTICS
+$44.5K
17,000
+162%
增持
XLP
SECTOR CONSUMER
+$42.1K
11,950
+0%
增持
IEP
ICAHN ENTERPRISES L P LP
-$41.6K
23,940
+4%
减持
DIS
WALT DISNEY CO
-$41.4K
4,042
-19%
减持
AMGN
AMGEN INC
-$40.8K
384
-32%
增持
MDIV
FIRST TRUST
+$39.5K
13,256
+15%
建仓
TBIL
RBB US
+$37.8K
758
增持
ABBV
ABBVIE INC
+$36.9K
4,481
+2%
增持
ADBE
ADOBE INC
+$36.2K
300
+7%
清仓
XHE
SPDR S&P
-$35.5K
0
-100%
减持
—
DORIAN LPG
+$35.5K
2,675
-6%
减持
MU
MICRON TECHNOLOGY INC
-$35.4K
9,742
-24%
增持
GIS
GENERAL MILLS INC
+$33.8K
1,533
+49%
增持
DOW
DOW INC
+$33.8K
7,127
+3%
增持
LMT
LOCKHEED MARTIN CORP
+$32.1K
538
+4%
增持
PTLC
PACER TRENDPILOT
+$31.9K
2,924
+23%
增持
XYLD
GLOBAL X
+$31.6K
5,967
+14%
增持
V
VISA INC
+$31.4K
569
+12%
减持
—
PRINCIPAL HLTHCR INOVTR ETF IV
+$30.9K
5,199
-1%
减持
WCLD
WISDOMTREE CLOUD
+$30.8K
6,515
-2%
减持
EPD
ENTERPRISE PRODUCTS
-$30.5K
20,744
-2%
建仓
—
TORM PLC
+$30.4K
1,000
减持
WFC
WELLS FARGO
-$30.0K
3,009
-31%
增持
WTAI
WISDOMTREE TR
+$29.0K
1,538
+861%
减持
UNH
UNITEDHEALTH GRP INC
-$28.8K
259
-21%
增持
DOL
WISDOMTREE INTL
+$28.5K
6,512
+2%
增持
TDIV
FIRST TRUST
+$28.3K
3,382
+1%
减持
GSK
GSK PLC
-$28.0K
121
-86%
减持
WPC
W P CAREY
-$27.7K
1,846
-32%
增持
PFE
PFIZER INC
+$27.6K
29,508
+19%
增持
—
INVESCO BULLETSHARES
+$27.6K
2,092
+168%
增持
GD
GENERAL DYNAMICS
+$26.8K
240
+50%
增持
RSP
INVESCO S&P
+$26.3K
949
+9%
建仓
—
AMERICAN FUNDS CORPORATE BOND F2
+$25.9K
2,710
增持
PDI
PIMCO DYNAMIC
+$25.3K
1,608
+677%
清仓
—
ETF MANAGERS
-$25.3K
0
-100%
减持
FPE
FIRST TRUST
+$24.9K
76,903
-3%
减持
HAL
HALLIBURTON COMPANY
-$24.8K
1,819
-19%
增持
—
EATON VANCE EMERGING MARKETS DBT OPPS I
+$24.5K
14,596
+26%
清仓
—
EATON VANCE NATIONAL MUNICIPAL INCOME A
-$24.2K
0
-100%
