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
24Q2 调仓
2024-03-31 → 2024-06-30 · 共 150 项
建仓 18
增持 73
减持 53
清仓 6
方向
标的
Δ市值
现股数(环比)
建仓
SHY
ISHARES 1-3YR
+$9.5M
116,334
增持
JEPQ
JP MORGAN
+$4.2M
247,381
+41%
增持
CALF
PACER US SMALL CAP CASH
+$3.2M
155,955
+111%
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
COWZ
PACER US CASH COWS 100
+$3.2M
215,918
+46%
增持
—
ISHARES IBONDS
+$3.0M
182,794
+246%
增持
KNG
FIRST TRUST
+$2.8M
189,702
+50%
增持
—
ISHARES IBONDS
+$2.8M
282,062
+70%
减持
IJR
ISHARES CORE S&P SMALL
-$2.6M
5,749
-80%
减持
QQQ
INVSC QQQ TRUST SRS 1
+$2.2M
62,512
-0%
增持
MOAT
VANECK MORNINGSTAR
+$2.1M
36,483
+223%
减持
USMV
ISHARES MSCI
-$2.0M
12,639
-66%
建仓
—
ISHARES IBONDS
+$1.9M
74,610
建仓
—
ISHARES IBONDS
+$1.9M
73,161
增持
SPYM
SPDR PORTFOLIO S&P 500
+$1.9M
501,628
+2%
增持
AAPL
APPLE INC
+$1.6M
35,322
+3%
建仓
IBMO
ISHARES IBONDS
+$1.4M
53,974
增持
IBTG
ISHARES IBONDS
+$1.3M
62,093
+1512%
减持
GDX
VANECK GOLD
-$1.2M
15,051
-72%
减持
SLV
ISHARES SILVER
-$976.4K
7,205
-86%
增持
SPYG
SPDR S&P 500 GROWTH ETF
+$878.5K
62,814
+11%
建仓
—
PUBLIX SUPER MARKETS INC
+$810.6K
49,883
增持
BUFR
FIRST TRUST
+$765.8K
394,935
+4%
增持
SDVY
FRST TRST SMID CAP RSNG
+$716.6K
170,238
+19%
增持
PREF
PRINCIPAL SPECTRUM
+$652.9K
205,588
+21%
增持
NVDA
NVIDIA CORP
+$640.1K
26,273
+811%
减持
FPE
FIRST TRUST
-$505.9K
32,656
-47%
清仓
SWVXX
SCHWAB VALUE ADVANTAGE M
-$502.7K
0
-100%
减持
IVV
ISHARES CORE S&P 500
-$499.8K
4,940
-19%
减持
SDY
SPDR SERIES
-$486.7K
839
-81%
减持
CVS
CVS HEALTH CORP
-$474.0K
14,989
-12%
减持
XLRE
SELECT SECTOR
-$463.6K
117,746
-7%
减持
BIL
SPDR BLOOMBERG 1 3 MNTH
-$458.2K
34,163
-13%
增持
SPMD
SPDR PORTFOLIO S&P 400
+$457.6K
178,032
+9%
减持
DGRO
ISHARES CORE DIVIDEND
-$435.0K
195,701
-3%
增持
MCD
MCDONALDS CORP
+$422.1K
3,745
+98%
减持
SPTI
SPDR INTERMEDIATE
-$392.5K
46,836
-23%
增持
SPTL
SPDR PORTFOLIO
+$371.6K
20,479
+208%
增持
GOOGL
ALPHABET INC.
+$371.0K
10,761
+2%
减持
VZ
VERIZON COMMUNICATN
-$363.2K
20,668
-29%
减持
LLY
ELI LILLY AND CO
+$358.8K
2,895
-0%
减持
IJT
ISHARES S&P
-$338.8K
18,520
-11%
增持
SPYV
SPDR S&P 500 VALUE ETF
+$336.8K
51,151
+19%
增持
—
VISTA OUTDOOR INC
+$334.5K
68,434
+0%
增持
SPSM
SPDR PORTFOLIO S&P 600
+$316.9K
163,525
+9%
增持
ADBE
ADOBE INC
+$305.0K
1,441
+47%
增持
AMZN
AMAZON.COM INC
+$283.2K
18,642
+1%
增持
—
TORM PLC
+$266.9K
9,810
+202%
增持
XMHQ
INVESCO S&P
-$264.9K
44,278
+7%
减持
WMT
WALMART INC
-$257.0K
6,184
-45%
减持
IJH
ISHARES CORE S&P MID CAP
-$249.2K
32,254
-8%
减持
—
EXXON MOBIL
-$238.5K
6,755
-23%
增持
XMMO
INVESCO S&P
+$237.9K
13,689
+19%
增持
TSLA
TESLA INC
+$210.2K
7,461
+4%
增持
—
ISHARES IBONDS
+$207.8K
61,619
+15%
减持
RTX
RTX CORP
-$194.3K
610
-77%
减持
WCLD
WISDOMTREE CLOUD
-$186.0K
1,294
-80%
增持
XLG
INVESCO S&P
+$185.6K
25,320
+10%
增持
XLU
SELECT UTILITIES
+$168.4K
9,873
+29%
减持
GIS
GENERAL MILLS
-$167.8K
1,034
-69%
增持
AMD
ADVANCED MICRO DEVICE IN
+$162.8K
6,486
+32%
增持
TGT
TARGET CORP
-$162.5K
6,489
+2%
减持
MU
MICRON TECHNOLOGY INC
-$157.7K
2,267
-41%
增持
CRM
SALESFORCE INC
+$156.0K
1,873
+73%
增持
—
ISHARES IBONDS
+$150.9K
124,987
+5%
减持
C
CITIGROUP INC
-$141.3K
19,807
-10%
减持
SO
SOUTHERN COMPANY
-$122.9K
6,121
-27%
减持
DOL
WISDOMTREE INTL
-$121.5K
3,151
-42%
增持
XLF
SELECT STR FINANCIAL
+$117.7K
26,707
+15%
减持
DIS
WALT DISNEY CO
-$108.9K
2,800
-11%
减持
SWKS
SKYWORKS SOLUTIONS
-$104.8K
16,755
-4%
清仓
VDADX
VANGUARD DIVIDEND APPREC
-$103.9K
0
-100%
减持
MA
MASTERCARD INC
-$102.4K
1,726
-4%
增持
CVX
CHEVRON CORP
+$101.7K
12,703
+6%
清仓
FBRT
FRANKLIN BSP
-$96.2K
0
-100%
建仓
CLIP
GLOBAL X
+$92.2K
918
减持
SLB
SCHLUMBERGER LTD
-$91.5K
7,701
-7%
增持
QQQM
INVESCO NASDAQ
+$83.5K
5,600
+0%
清仓
—
LABORATORY CORP
-$80.0K
0
-100%
增持
LOW
LOWES COMPANIES INC
-$78.7K
2,900
+3%
增持
TTD
TRADE DESK
+$78.5K
5,100
+6%
增持
SOXX
ISHARES SEMICONDUCTOR
+$75.4K
2,354
+5%
建仓
LH
LABCORP HOLDINGS
+$74.8K
368
增持
FTSM
FIRST TRUST
+$74.5K
1,316
+1894%
清仓
SNSXX
SCHWAB US TREASURY MONEY
-$70.7K
0
-100%
增持
CAVA
CAVA GROUP INC
+$70.0K
1,453
+57%
增持
QCOM
QUALCOMM INC
+$69.1K
1,860
+5%
增持
SPY
SPDR S&P 500 ETF
+$68.8K
753
+16%
增持
JNJ
JOHNSON & JOHNSON
+$68.5K
3,972
+23%
减持
—
SOTHERLY HOTELS INC.
-$66.3K
90,519
-23%
减持
WPC
W P CAREY
-$65.2K
709
-62%
建仓
VTV
VANGUARD VALUE ETF
+$64.5K
402
增持
CAT
CATERPILLAR INC
-$62.2K
2,251
+2%
减持
YLD
PRINCIPAL ACTIVE
-$60.4K
7,374
-30%
减持
ET
ENERGY TRANSFER L P LP
+$57.9K
279,189
-2%
减持
GOOG
ALPHABET INC
+$56.5K
3,005
-7%
增持
AVGO
BROADCOM INC
+$56.1K
63
+85%
减持
TDIV
FIRST TRUST
-$56.0K
2,213
-31%
增持
UNH
UNITEDHEALTH GRP INC
+$54.9K
355
+40%
减持
MSFT
MICROSOFT CORP
+$51.5K
6,398
-4%
建仓
IEF
ISHARES 7-10 YEAR TRSURY
+$50.9K
544
减持
NOBL
PROSHARES TRUST
-$49.1K
106
-82%
增持
SHOP
SHOPIFY INC
-$48.3K
5,344
+3%
增持
BMY
BRISTOL-MYERS SQUIBB
-$47.9K
6,730
+11%
增持
SBUX
STARBUCKS CORP
+$46.6K
3,079
+46%
减持
INTC
INTEL CORP
-$45.2K
3,049
-4%
增持
CSCO
CISCO SYSTEMS INC
+$45.2K
6,784
+22%
增持
HD
HOME DEPOT INC
+$44.6K
2,198
+18%
减持
SUN
SUNOCO LTD
-$44.3K
9,557
-1%
减持
MRK
MERCK & COMPANY
-$42.6K
2,757
-5%
增持
ES
EVERSOURCE ENERGY
+$42.1K
1,489
+110%
减持
VBK
VANGUARD SMALL
-$41.8K
250
-38%
增持
IBDR
ISHARES IBONDS
+$41.7K
17,381
+11%
增持
FDX
FEDEX CORP
+$40.5K
1,408
+7%
减持
FVD
FIRST TRUST
-$40.1K
11,763
-4%
增持
MBB
ISHARES MBS ETF
+$39.9K
454
+2289%
增持
GRPM
INVESCO S&P MIDCAP 400A
+$38.7K
554
+170%
建仓
WDAY
WORKDAY INC
+$38.0K
170
清仓
VTMGX
VANGUARD DEVELOPED MARKE
-$37.6K
0
-100%
建仓
GEV
GE VERNOVA INC
+$37.6K
219
减持
AMLP
ALPS ALERIAN
-$37.0K
3,104
-21%
增持
CMG
CHIPOTLE MEXICAN
+$37.0K
1,750
+6900%
增持
PTNQ
PACER TRENDPILOT
+$36.6K
1,158
+70%
增持
IBM
INTL BUSINESS
-$35.9K
2,010
+0%
增持
BRK/B
BERKSHIRE HATHAWAY
+$35.5K
415
+31%
增持
PG
PROCTER & GAMBLE
+$35.3K
4,535
+3%
减持
META
META PLATFORMS INC
+$34.5K
2,223
-1%
增持
JPC
NUVEEN PREFERRED INCOME
+$34.1K
10,816
+66%
减持
COP
CONOCOPHILLIPS
-$33.8K
2,382
-1%
减持
USB
U S BANCORP DE
-$33.3K
410
-63%
减持
GM
GENERAL MOTORS CO
-$32.3K
3,605
-18%
减持
AGG
ISHARES CORE
-$30.1K
1,523
-16%
增持
DE
DEERE & CO
-$30.1K
1,918
+6%
增持
XMLV
INVESCO EXCHANGE
+$29.7K
923
+144%
建仓
NHTC
NATURAL HEALTH
+$29.4K
4,143
减持
CINF
CINCINNATI FINL
-$29.3K
737
-21%
增持
ABBV
ABBVIE INC
-$27.3K
3,903
+2%
增持
TSM
TAIWAN SEMICONDUCTR F
+$27.0K
424
+24%
建仓
ECL
ECOLAB INC
+$26.7K
112
减持
—
DISCOVER FINANCIAL
-$26.3K
200
-50%
增持
EVRG
EVERGY INC
+$26.2K
999
+100%
增持
PTLC
PACER TRENDPILOT
+$25.9K
3,354
+14%
增持
OZK
BANK OZK
+$25.7K
631
+20933%
减持
BAC
BANK OF AMERICA CORP
-$25.5K
7,968
-12%
建仓
MGK
VANGUARD MEGA CAP GROWTH
+$24.5K
78
减持
ITOT
ISHARES CORE
-$24.3K
474
-32%
增持
VYM
VANGUARD HIGH DIVIDEND
+$24.3K
677
+46%
建仓
NFE
NEW FORTRESS
+$24.2K
1,100
建仓
SHW
SHERWIN WILLIAMS CO
+$24.2K
81
建仓
BINC
BLACKROCK FLEXIBLE
+$23.8K
455
建仓
—
ISHARES IBONDS
+$23.2K
1,000
