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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

24Q3 调仓2024-06-30 → 2024-09-30 · 共 150 项建仓 19增持 64减持 60清仓 7

方向

标的

Δ市值

现股数(环比)

增持

SPTL SPDR PORTFOLIO

+$5.5M

206,843 +910%

增持

KNG FIRST TRUST

+$3.0M

230,420 +21%

增持

JEPQ JP MORGAN

+$2.7M

299,591 +21%

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

+$1.9M

235,557 +9%

减持

SPYM SPDR PORTFOLIO S&P 500

+$1.6M

499,850 -0%

增持

CALF PACER US SMALL CAP CASH

+$1.1M

168,963 +8%

增持

SDVY FRST TRST SMID CAP RSNG

+$993.9K

183,520 +8%

减持

SHY ISHARES 1-3YR

-$894.5K

103,478 -11%

增持

SPMD SPDR PORTFOLIO S&P 400

+$777.6K

181,247 +2%

增持

MOAT VANECK MORNINGSTAR WIDE

+$743.9K

40,265 +10%

增持

SPSM SPDR PORTFOLIO S&P 600

+$742.3K

165,532 +1%

增持

NVDA NVIDIA CORP

+$580.5K

31,508 +20%

减持

DGRO ISHARES CORE DIVIDEND

+$508.7K

187,957 -4%

增持

— ISHARES IBONDS

+$508.1K

93,919 +26%

增持

XMMO INVESCO S&P

+$468.1K

16,858 +23%

减持

XLRE SELECT SECTOR

+$460.2K

111,549 -5%

减持

TSLA TESLA INC

+$431.7K

7,293 -2%

减持

TTD TRADE DESK

-$413.7K

770 -85%

增持

XMHQ INVESCO S&P

+$344.6K

45,241 +2%

增持

SPYV SPDR S&P 500 VALUE ETF

+$338.6K

53,569 +5%

减持

QQQ INVSC QQQ TRUST SRS 1

+$317.7K

62,015 -1%

增持

PREF PRINCIPAL SPECTRUM

+$293.2K

214,725 +4%

增持

SPTI SPDR INTERMEDIATE

+$276.5K

54,674 +17%

减持

USMV ISHARES MSCI

-$257.1K

8,806 -30%

减持

SWKS SKYWORKS SOLUTIONS INC

-$255.6K

15,492 -8%

增持

XLU SELECT UTILITIES

+$250.9K

11,433 +16%

建仓

SG SWEETGREEN INC

+$238.0K

6,713

减持

AAPL APPLE INC

-$232.3K

30,933 -12%

减持

IJH ISHARES CORE S&P MID CAP

-$224.0K

26,693 -17%

增持

— TORM PLC F

+$223.6K

17,665 +80%

增持

AMD ADVANCED MICRO DEVICE IN

+$216.9K

7,734 +19%

增持

SPYG SPDR S&P 500 GROWTH ETF

+$215.6K

63,285 +1%

建仓

VFIAX VANGUARD 500 INDEX ADMIR

+$215.2K

406

增持

— ISHARES IBONDS

+$213.8K

69,549 +13%

减持

GOOGL ALPHABET INC

-$212.7K

10,536 -2%

减持

AMZN AMAZON.COM INC

-$204.7K

18,236 -2%

减持

MSFT MICROSOFT CORP

-$201.9K

6,178 -3%

增持

— ISHARES IBONDS

+$191.4K

189,404 +4%

减持

FDX FEDEX CORP

-$189.3K

851 -40%

清仓

— PRINCIPAL HEALTHCARE

-$178.9K

0 -100%

减持

ET ENERGY TRANSFER L P LP

-$169.8K

271,565 -3%

增持

CAT CATERPILLAR INC

+$164.1K

2,337 +4%

增持

— ISHARES IBONDS

+$153.8K

288,235 +2%

减持

IJT ISHARES S&P

-$144.3K

16,017 -14%

减持

PG PROCTER & GAMBLE CO

-$144.2K

3,486 -23%

减持

GDX VANECK GOLD

-$142.3K

9,251 -39%

减持

MCD MCDONALDS CORP

+$141.1K

3,598 -4%

增持

FLRT PACER PACIFIC

+$140.4K

15,939 +23%

减持

META META PLATFORMS INC

+$138.2K

2,200 -1%

建仓

LSGRX LOOMIS SAYLES GROWTH Y

+$131.3K

4,603

增持

XLF SELECT STR FINANCIAL

+$124.9K

26,981 +1%

减持

BUFR FIRST TRUST

+$123.3K

386,244 -2%

减持

LOW LOWES COS INC

+$119.3K

2,801 -3%

增持

DE DEERE & CO

+$117.2K

1,998 +4%

增持

QYLD GLOBAL X

+$115.8K

33,306 +21%

建仓

VSMAX VANGUARD SMALL CAP INDEX

+$114.8K

1,010

增持

IDV ISHARES INTL

+$113.7K

8,869 +59%

建仓

VDADX VANGUARD DIVIDEND APPREC

+$112.7K

2,096

减持

JNJ JOHNSON & JOHNSON

-$104.4K

2,938 -26%

建仓

VIMAX VANGUARD MID CAP INDEX A

+$103.7K

318

增持

UBER UBER TECHNOLOGIES INC

+$99.4K

7,622 +17%

减持

ABBV ABBVIE INC

+$87.7K

3,834 -2%

减持

IBM INTL BUSINESS

+$83.6K

1,951 -3%

减持

IVV ISHARES CORE S&P 500

-$81.5K

4,545 -8%

建仓

POGRX PRIMECAP ODYSSEY GROWTH

+$81.5K

2,007

增持

WMT WALMART INC

+$81.0K

6,188 +0%

增持

CVX CHEVRON CORP NEW

-$80.5K

12,946 +2%

增持

XYLD GLOBAL X

+$77.3K

8,685 +24%

减持

CIEN CIENA CORP

+$77.1K

6,471 -3%

增持

VTV VANGUARD VALUE ETF

+$69.8K

769 +91%

减持

C CITIGROUP INC

-$69.6K

18,967 -4%

增持

IEP ICAHN ENTERPRISES L P LP

-$69.3K

31,510 +5%

减持

SO SOUTHERN COMPANY

+$68.2K

6,021 -2%

减持

BA BOEING COMPANY

-$67.1K

1,184 -13%

减持

QCOM QUALCOMM INC

-$66.7K

1,786 -4%

建仓

— VIRTUS KAR MID-CAP CORE

+$63.8K

1,033

减持

BP BP PLC

-$60.7K

5,983 -13%

增持

MDIV FIRST TRUST

+$60.4K

18,114 +18%

减持

MA MASTERCARD INC

+$59.7K

1,663 -4%

建仓

RWK INVESCO S P MIDCAP 400

+$59.7K

513

增持

LMT LOCKHEED MARTIN CORP

+$59.1K

503 +0%

减持

— VISTA OUTDOOR INC

-$56.5K

64,319 -6%

增持

XLE SECTOR ENERGY

+$56.1K

4,842 +20%

增持

IBTG ISHARES IBONDS

+$55.9K

63,413 +2%

增持

DOW DOW INC

+$54.8K

7,792 +11%

减持

SBUX STARBUCKS CORP

+$54.2K

3,015 -2%

减持

VZ VERIZON COMMUNICATIONS I

-$53.4K

17,791 -14%

减持

MMM 3M COMPANY

+$51.5K

2,183 -10%

建仓

MSTR MICROSTRATEGY INC

+$50.6K

300

减持

BAC BANK OF AMERICA CORP

-$50.3K

6,718 -16%

减持

CUBE CUBESMART

-$50.1K

85 -93%

增持

SPY SPDR S&P 500 ETF

+$49.9K

801 +6%

增持

JPC NUVEEN PREFERRED INCOME

+$49.3K

16,116 +49%

减持

HD HOME DEPOT INC

+$47.5K

1,985 -10%

增持

REGL PROSHARES S&P

+$45.7K

4,739 +2%

减持

AMLP ALPS ALERIAN

-$45.5K

2,195 -29%

增持

LLY ELI LILLY AND CO

-$44.8K

2,908 +0%

减持

SLB SCHLUMBERGER LTD

-$43.8K

7,618 -1%

增持

— EXXON MOBIL

+$43.6K

7,006 +4%

增持

EES WISDOMTREE U S

+$43.2K

7,351 +1%

增持

CMG CHIPOTLE MEXICAN

+$43.1K

2,650 +51%

建仓

CLOI VANECK CLO

+$41.6K

784

减持

ROBT FT NASDAQ ARTIFIC

-$41.0K

951 -51%

减持

T AT&T INC

-$40.8K

5,574 -35%

增持

NNN NNN REIT

+$40.3K

6,282 +1%

减持

INTC INTEL CORP

-$40.3K

2,309 -24%

增持

FXU FIRST TRUST

+$40.1K

7,120 +1%

减持

QQQM INVESCO NASDAQ

-$39.7K

5,298 -5%

增持

JPM JPMORGAN CHASE & CO

+$39.5K

4,558 +0%

建仓

SMH VANECK SEMICONDUCTOR

+$39.3K

160

增持

BIL SPDR BLOOMBERG 1 3 MNTH

+$38.9K

34,576 +1%

建仓

— BARON GROWTH INSTL

+$36.8K

340

增持

MBB ISHARES MBS ETF

+$36.2K

813 +79%

增持

IBDR ISHARES IBONDS

+$36.2K

18,526 +7%

清仓

CE CELANESE CORP

-$35.7K

0 -100%

清仓

KMX CARMAX INC

-$34.5K

0 -100%

建仓

VSGAX VANGUARD SMALL CAP GROWT

+$33.7K

359

减持

OKE ONEOK INC NEW

+$33.4K

4,775 -3%

增持

EQWL INVESCO S&P

+$33.0K

2,885 +4%

增持

PTLC PACER TRENDPILOT

+$33.0K

3,804 +13%

清仓

— ALLEGION PUBLIC

-$31.9K

0 -100%

减持

COP CONOCOPHILLIPS

-$31.6K

2,287 -4%

减持

DOL WISDOMTREE INTL

-$31.5K

2,378 -25%

增持

CRM SALESFORCE INC

+$31.1K

1,874 +0%

减持

— ISHARES IBONDS

-$31.0K

123,360 -1%

清仓

NHTC NATURAL HEALTH

-$29.4K

0 -100%

减持

CAVA CAVA GROUP INC

+$29.1K

1,323 -9%

增持

IBHF ISHARES IBONDS

+$28.6K

2,605 +84%

增持

ADBE ADOBE INC

-$28.5K

1,491 +3%

增持

GOOG ALPHABET INC

-$28.5K

3,126 +4%

建仓

IWO ISHARES RUSSELL

+$28.4K

100

减持

IEFA ISHARES CORE

-$28.3K

1,849 -22%

减持

BMY BRISTOL MYERS SQUIBB CO

+$28.3K

5,950 -12%

建仓

VGSLX VANGUARD REAL ESTATE IND

+$28.1K

204

增持

MRK MERCK & COMPANY

-$27.6K

2,763 +0%

增持

UPS UNITED PARCEL SVC INC

+$27.2K

249 +408%

建仓

ELV ELEVANCE HEALTH INC

+$27.0K

52

增持

SUN SUNOCO LTD

-$26.8K

9,566 +0%

减持

YLD PRINCIPAL ACTIVE

-$26.7K

5,824 -21%

减持

FSCO FS CREDIT

-$26.5K

3,500 -54%

清仓

CZR CAESARS ENTERTAINMENT

-$26.5K

0 -100%

增持

TLT ISHARES 20yr

+$26.3K

654 +58%

减持

CHTR CHARTER COMMUNICATIONS

-$26.2K

3 -97%

减持

FPE FIRST TRUST

-$25.8K

29,895 -8%

清仓

POOL POOL CORP

-$25.5K

0 -100%

减持

SPAB SPDR PORTFOLIO

-$23.2K

2,000 -34%

建仓

— SUPER MICRO

+$22.9K

55

减持

NFE NEW FORTRESS ENERGY A

-$22.8K

150 -86%

建仓

JVMIX JHANCOCK DISCIPLINED VAL

+$22.4K

728

增持

SLV ISHARES SILVER

+$21.8K

7,505 +4%