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
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
24Q1 调仓
2023-12-31 → 2024-03-31 · 共 150 项
建仓 4
增持 51
减持 72
清仓 23
方向
标的
Δ市值
现股数(环比)
增持
BUFR
FIRST TRUST
+$7.9M
381,105
+262%
减持
FVD
FIRST TRUST
-$6.6M
12,301
-93%
减持
SPTI
SPDR INTERMEDIATE
-$5.2M
60,498
-75%
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
BIL
SPDR BLOOMBERG 1 3 MNTH
-$4.5M
39,147
-56%
增持
JEPQ
JP MORGAN
+$4.3M
175,888
+68%
增持
KNG
FIRST TRUST
+$3.8M
126,189
+118%
增持
COWZ
PACER US CASH COWS 100
+$3.7M
148,217
+57%
减持
USMV
ISHARES MSCI
-$3.4M
37,197
-56%
增持
CALF
PACER US SMALL CAP CASH
+$2.1M
73,867
+138%
减持
SPYM
SPDR PORTFOLIO S&P 500
+$1.9M
491,150
-3%
减持
QQQ
INVSC QQQ TRUST SRS 1
+$1.8M
62,530
-1%
减持
IJR
ISHARES CORE
-$1.6M
29,019
-35%
增持
—
ISHARES IBONDS
+$1.6M
165,546
+68%
增持
SDVY
FIRST TRUST
+$1.3M
142,617
+28%
增持
—
ISHARES IBONDS
+$1.1M
119,362
+55%
减持
NVDA
NVIDIA CORP
+$1.1M
2,884
-7%
增持
XMHQ
INVESCO S&P
+$888.8K
41,446
+0%
减持
AAPL
APPLE INC
-$832.0K
34,240
-2%
减持
XLP
SECTOR CONSUMER
-$827.3K
438
-96%
减持
DGRO
ISHARES CORE
+$799.6K
201,675
-1%
减持
CRM
SALESFORCE INC
-$755.9K
1,081
-74%
建仓
FLRT
PACER PACIFIC
+$595.9K
12,529
减持
UBER
UBER TECHNOLOGIES INC
-$574.6K
6,035
-64%
减持
SPSM
SPDR PORTFOLIO S&P 600
-$556.8K
150,426
-10%
减持
LLY
ELI LILLY AND CO
+$535.7K
2,908
-2%
增持
PREF
PRINCIPAL SPECTRUM PREF
+$490.4K
170,406
+15%
减持
SDY
SPDR SERIES
-$429.7K
4,521
-45%
增持
TSLA
TESLA INC
-$391.1K
7,203
+8%
减持
MU
MICRON TECHNOLOGY INC
-$375.5K
3,867
-60%
增持
MOAT
VANECK MORNINGSTAR
+$351.9K
11,306
+44%
减持
ET
ENERGY TRANSFER L P LP
+$324.7K
284,205
-5%
减持
INTC
INTEL CORP
-$317.7K
3,160
-65%
增持
ADBE
ADOBE INC
+$316.5K
982
+227%
增持
XMMO
INVESCO S&P
+$316.2K
11,514
+3%
减持
AMZN
AMAZON.COM INC
+$314.4K
18,402
-7%
减持
META
META PLATFORMS INC
+$291.8K
2,237
-0%
减持
IVV
ISHARES CORE S&P 500
-$288.0K
6,092
-17%
清仓
MHYIX
MAINSTAY MACKAY HIGH YIELD CORP BD I
-$276.4K
0
-100%
增持
—
EXXON MOBIL
+$235.1K
8,741
+12%
增持
XLG
INVESCO S&P
+$229.5K
23,089
+17%
减持
FPE
FIRST TRUST
-$223.8K
61,940
-19%
减持
C
CITIGROUP INC
+$221.2K
22,110
-3%
减持
TGT
TARGET CORP
+$218.3K
6,337
-0%
增持
—
ISHARES IBONDS
+$211.7K
52,808
+21%
清仓
PTTRX
PIMCO TOTAL RETURN INSTL
-$207.7K
0
-100%
清仓
SSIRX
SIERRA TACTICAL CORE INCOME INSTL
-$202.1K
0
-100%
减持
HD
HOME DEPOT
-$188.3K
1,856
-29%
减持
—
VISTA OUTDOOR INC
+$183.7K
68,397
-2%
减持
SWVXX
SCHWAB VALUE ADVANTAGE M
-$182.1K
502,696
-27%
减持
SPYG
SPDR S&P 500 GROWTH ETF
+$176.0K
56,798
-7%
减持
SPYV
SPDR S&P 500 VALUE ETF
-$173.1K
43,040
-14%
减持
DUK
DUKE ENERGY
-$167.5K
6,276
-21%
增持
—
ISHARES IBONDS
+$157.6K
53,368
+13%
减持
VFIAX
VANGUARD 500 INDEX ADMIR
-$155.5K
24
-94%
增持
TTD
TRADE DESK
+$143.4K
4,800
+25%
减持
MS
MORGAN STANLEY
-$138.9K
1,018
-60%
增持
GIS
GENERAL MILLS
+$133.4K
3,333
+117%
增持
SLV
ISHARES SILVER TRUST
+$128.7K
51,335
+8%
减持
BA
BOEING COMPANY
-$119.5K
1,257
-10%
增持
SO
SOUTHERN COMPANY
+$119.4K
8,331
+22%
减持
SWKS
SKYWORKS SOLUTIONS
-$118.9K
17,453
-2%
增持
CVX
CHEVRON CORP
+$118.5K
11,952
+1%
减持
JPM
JPMORGAN CHASE & CO
-$110.9K
4,606
-24%
清仓
—
EATON VANCE EMERGING MARKETS DBT OPPS I
-$109.9K
0
-100%
清仓
PIMIX
PIMCO INCOME INSTL
-$105.7K
0
-100%
清仓
VSMAX
VANGUARD SMALL CAP INDEX ADM
-$104.3K
0
-100%
减持
ORCL
ORACLE CORP
-$101.4K
1,193
-50%
增持
PEG
PUBLIC SERVICE
+$100.2K
3,055
+80%
减持
XLRE
SELECT SECTOR
-$96.8K
126,137
-1%
清仓
VIMAX
VANGUARD MID CAP INDEX ADMIRAL
-$91.9K
0
-100%
清仓
LSGRX
LOOMIS SAYLES GROWTH Y
-$89.1K
0
-100%
增持
SPTL
SPDR PORTFOLIO
+$87.4K
6,653
+96%
减持
AMD
ADVANCED MICRO DEVICE IN
-$86.7K
4,927
-26%
增持
—
TORM PLC
+$83.0K
3,245
+225%
增持
IEP
ICAHN ENTERPRISES L P LP
+$82.9K
29,065
+21%
减持
PFE
PFIZER INC
-$82.7K
27,635
-6%
减持
MA
MASTERCARD INC
+$82.5K
1,793
-2%
减持
BRK/B
BERKSHIRE HATHAWAY
-$81.4K
317
-47%
减持
IJT
ISHARES S&P
-$76.5K
20,786
-7%
增持
QYLD
GLOBAL X
+$70.8K
26,827
+14%
减持
XLU
SELECT UTILITIES
-$70.0K
7,682
-15%
减持
MEIIX
MFS VALUE I
-$69.8K
88
-94%
减持
VZ
VERIZON COMMUNICATIONS
+$69.0K
28,968
-5%
减持
MSFT
MICROSOFT CORP
-$62.6K
6,674
-13%
增持
CAVA
CAVA GROUP
+$61.6K
925
+1133%
增持
FDX
FEDEX CORP
+$61.0K
1,317
+4%
清仓
—
ARTISAN MID CAP ADVISOR
-$60.4K
0
-100%
减持
BP
BP PLC
-$59.7K
6,784
-24%
减持
EPD
ENTERPRISE PRODUCTS
+$55.9K
20,649
-0%
增持
IDV
ISHARES INTL
+$55.4K
5,347
+58%
减持
IBM
INTL BUSINESS
+$51.1K
2,008
-1%
减持
ES
EVERSOURCE ENERGY
-$49.6K
708
-52%
减持
KMB
KIMBERLY CLARK
-$48.0K
647
-40%
减持
GOOGL
ALPHABET INC.
-$47.6K
10,528
-10%
减持
MRK
MERCK & COMPANY
+$47.2K
2,909
-6%
减持
T
AT&T INC
-$47.1K
8,849
-27%
清仓
—
MFS EMERGING MARKETS DEBT I
-$44.7K
0
-100%
清仓
EIBAX
EATON VANCE TOTAL RETURN BOND I
-$44.0K
0
-100%
减持
JPC
NUVEEN PREFERRED INCOME
-$41.8K
6,500
-50%
增持
NIO
NIO INC
-$41.6K
11,078
+10%
清仓
IEF
ISHARES 7-10 YEAR TREASURY BOND ETF
-$41.4K
0
-100%
清仓
WDAY
WORKDAY INC CLASS A
-$41.4K
0
-100%
减持
NFLX
NETFLIX INC
+$40.6K
434
-5%
清仓
CHD
CHURCH & DWIGHT
-$40.2K
0
-100%
清仓
VIGAX
VANGUARD GROWTH INDEX ADMIRAL
-$39.9K
0
-100%
减持
DOL
WISDOMTREE INTL
-$39.4K
5,441
-16%
增持
BAC
BANK OF AMERICA CORP
+$38.7K
9,029
+0%
减持
GE
GENERAL ELECTRIC
+$38.1K
810
-1%
减持
FNX
FIRST TRUST
-$37.3K
458
-46%
增持
XYLD
GLOBAL X
+$36.6K
6,666
+12%
增持
EQWL
INVESCO S&P
+$36.1K
2,628
+8%
增持
TSM
TAIWAN SEMICONDUCTR F
+$36.1K
343
+236%
减持
OKE
ONEOK INC
-$36.0K
4,968
-20%
增持
IEFA
ISHARES CORE
+$36.0K
2,377
+19%
建仓
SCHX
SCHWAB US
+$35.6K
574
清仓
VPADX
VANGUARD PACIFIC STOCK INDEX ADMIRAL
-$35.6K
0
-100%
增持
SOXX
ISHARES SEMICONDUCTOR
+$35.4K
2,236
+174%
减持
GOOG
ALPHABET INC
+$35.4K
3,248
-0%
减持
QCOM
QUALCOMM INC
+$34.5K
1,779
-4%
清仓
WTRG
ESSENTIAL UTILITIES
-$33.3K
0
-100%
减持
MCD
MCDONALDS CORP
-$32.8K
1,887
-1%
减持
QQQM
INVESCO NASDAQ
-$32.0K
5,585
-11%
增持
USB
U S BANCORP DE
+$31.8K
1,109
+170%
增持
CL
COLGATE-PALMOLIVE
+$31.4K
355
+4971%
增持
LYFT
LYFT INC
+$30.9K
6,400
+3%
清仓
VSGAX
VANGUARD SMALL CAP GROWTH INDEX ADMIRAL
-$30.9K
0
-100%
增持
BXSL
BLACKSTONE SECURED
+$30.9K
2,100
+68%
增持
MDIV
FIRST TRUST
+$30.6K
15,077
+14%
增持
—
DISCOVER FINANCIAL
+$30.0K
400
+100%
减持
CIEN
CIENA CORP
+$28.9K
6,771
-0%
减持
V
VISA INC
-$28.6K
428
-25%
增持
XLK
SECTOR TECHNOLOGY
+$28.4K
1,313
+3%
清仓
TEAM
ATLASSIAN CORP CLASS A
-$27.8K
0
-100%
增持
BMY
BRISTOL-MYERS SQUIBB
+$27.7K
6,036
+3%
增持
HFXI
INDEXIQ IQ
+$27.4K
4,569
+19%
增持
TBIL
RBB US
+$27.3K
1,301
+72%
减持
SPY
SPDR S&P
-$27.3K
651
-16%
清仓
—
VANGUARD LONG-TERM CORPORATE BD IDX ADM
-$26.2K
0
-100%
增持
PTNQ
PACER TRENDPILOT
+$26.1K
683
+114%
清仓
—
AMERICAN FUNDS CORPORATE BOND F2
-$25.9K
0
-100%
清仓
VGSLX
VANGUARD REAL ESTATE INDEX ADMIRAL
-$25.7K
0
-100%
增持
REGL
PROSHARES S&P
+$25.6K
4,534
+1%
减持
EVRG
EVERGY INC
-$25.5K
500
-50%
减持
JPST
JPMORGAN
-$25.3K
1,410
-27%
建仓
IPAY
AMPLIFY TR
+$25.3K
480
清仓
SHW
SHERWIN WILLIAMS CO
-$25.3K
0
-100%
减持
SNOW
SNOWFLAKE INC
-$25.1K
229
-27%
减持
VV
VANGUARD LARGE
-$25.0K
502
-25%
增持
SPAB
SPDR PORTFOLIO
+$24.8K
3,010
+51%
建仓
PCAR
PACCAR INC
+$24.8K
200
