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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
24Q4 调仓
2024-09-30 → 2024-12-31 · 共 150 项
建仓 15
增持 58
减持 62
清仓 15
方向
标的
Δ市值
现股数(环比)
清仓
—
ISHARES IBONDS
-$6.9M
0
-100%
减持
SPTL
SPDR PORTFOLIO
-$5.9M
2,884
-99%
增持
TLT
ISHARES 20YR
+$5.5M
64,129
+9706%
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。
清仓
—
ISHARES IBONDS
-$3.1M
0
-100%
增持
JEPQ
JP MORGAN
+$2.6M
337,379
+13%
清仓
—
VISTA OUTDOOR INC
-$2.5M
0
-100%
清仓
—
ISHARES IBONDS
-$2.5M
0
-100%
增持
QQQ
INVSC QQQ TRUST SRS 1
+$2.2M
63,514
+2%
减持
SHY
ISHARES 1-3YR
-$1.8M
82,729
-20%
增持
—
ISHARES IBONDS
+$1.8M
140,461
+92%
增持
KNG
FIRST TRUST
+$1.6M
281,859
+22%
增持
SPYM
SPDR PORTFOLIO S&P 500
+$1.5M
510,805
+2%
增持
—
ISHARES IBONDS
+$1.3M
248,072
+31%
增持
BUFR
FIRST TRUST
+$925.8K
409,275
+6%
减持
TSLA
TESLA INC
+$902.3K
6,959
-5%
减持
ET
ENERGY TRANSFER L P LP
+$778.2K
262,219
-3%
减持
DGRO
ISHARES CORE DIVIDEND
-$676.5K
181,065
-4%
增持
AMZN
AMAZON.COM INC
+$603.5K
18,239
+0%
减持
XLRE
SELECT SECTOR
-$519.7K
109,742
-2%
增持
NVDA
NVIDIA CORP
+$494.7K
32,176
+2%
建仓
WHR
WHIRLPOOL CORP
+$487.5K
4,258
减持
AAPL
APPLE INC
+$466.1K
30,643
-1%
建仓
USFR
WISDOMTREE FLOATING
+$396.5K
7,880
减持
SWKS
SKYWORKS SOLUTIONS INC
-$393.1K
12,822
-17%
增持
SDVY
FRST TRST SMID CAP RSNG
+$388.7K
197,075
+7%
增持
COWZ
PACER US CASH COWS 100
+$366.6K
247,678
+5%
增持
SPYG
SPDR S&P 500 GROWTH ETF
+$357.3K
63,778
+1%
减持
CVS
CVS HEALTH CORP
-$349.7K
12,142
-15%
减持
LOW
LOWES COMPANIES
-$338.6K
1,702
-39%
减持
IBTG
ISHARES IBONDS
-$291.1K
51,358
-19%
减持
IJT
ISHARES S&P
-$287.0K
14,384
-10%
增持
MOAT
VANECK MORNINGSTAR WIDE
+$280.1K
45,120
+12%
增持
AMD
ADVANCED MICRO DEVICE IN
-$272.3K
8,251
+7%
减持
USMV
ISHARES MSCI
-$238.3K
6,373
-28%
减持
MMM
3M COMPANY
-$230.3K
528
-76%
增持
—
TORM PLC F
+$220.1K
42,367
+140%
清仓
VFIAX
VANGUARD 500 INDEX ADMIR
-$215.2K
0
-100%
增持
SPMD
SPDR PORTFOLIO S&P 400
+$210.9K
185,071
+2%
减持
BIL
SPDR BLOOMBERG 1 3 MNTH
-$210.3K
32,420
-6%
减持
GOOGL
ALPHABET INC
+$206.4K
10,321
-2%
增持
XMMO
INVESCO S&P
+$200.4K
18,043
+7%
减持
IEP
ICAHN ENTERPRISES L P LP
-$193.7K
26,795
-15%
建仓
SCHZ
SCHWAB US AGGREGATE BOND
+$187.0K
8,236
减持
IJH
ISHARES CORE S&P MID CAP
-$180.9K
23,794
-11%
建仓
IUSB
ISHARES TOTAL USD BOND
+$175.7K
3,887
清仓
TYG
TORTOISE ENERGY INFRASTR
-$173.7K
0
-100%
减持
VZ
VERIZON COMMUNICATIONS I
-$153.3K
16,145
-9%
建仓
XOP
SPDR SERIES
+$151.8K
1,147
增持
UPS
UNITED PARCEL SVC INC
+$149.7K
1,456
+485%
减持
XLK
SECTOR TECHNOLOGY
-$146.4K
613
-52%
增持
XMHQ
INVESCO S&P
-$145.3K
45,654
+1%
减持
CIEN
CIENA CORP
+$143.9K
6,396
-1%
减持
SLV
ISHARES SILVER
-$138.5K
2,838
-62%
增持
JPM
JPMORGAN CHASE & CO
+$131.9K
4,560
+0%
清仓
LSGRX
LOOMIS SAYLES GROWTH Y
-$131.3K
0
-100%
增持
XLF
SELECT STR FINANCIAL
+$124.1K
27,869
+3%
减持
UBER
UBER TECHNOLOGIES INC
-$120.3K
7,503
-2%
增持
TGT
TARGET CORP
-$117.6K
6,352
+1%
增持
SG
SWEETGREEN INC
+$114.9K
11,008
+64%
清仓
VSMAX
VANGUARD SMALL CAP INDEX
-$114.8K
0
-100%
清仓
VDADX
VANGUARD DIVIDEND APPREC
-$112.7K
0
-100%
减持
SLYG
SPDR SERIES
-$112.6K
9,777
-9%
增持
MBB
ISHARES MBS ETF
+$110.7K
2,057
+153%
减持
CRM
SALESFORCE INC
-$107.4K
1,213
-35%
减持
MCD
MCDONALDS CORP
-$106.9K
3,410
-5%
减持
DUK
DUKE ENERGY CORP NEW
-$105.8K
5,013
-11%
清仓
VIMAX
VANGUARD MID CAP INDEX A
-$103.7K
0
-100%
减持
PFG
PRINCIPAL FINANCIAL
-$102.8K
10,084
-2%
增持
BINC
ISHARES FLEXIBLE INCME
+$93.4K
2,455
+283%
减持
CLIP
GLOBAL X
-$92.0K
1
-100%
增持
GOOG
ALPHABET INC
+$91.9K
3,227
+3%
增持
UNH
UNITEDHEALTH GROUP INC
+$88.2K
557
+68%
减持
C
CITIGROUP INC
+$87.2K
18,107
-5%
建仓
DHI
DR HORTON
+$87.1K
623
增持
XLG
INVESCO S&P
+$85.1K
25,296
+2%
减持
SPTI
SPDR INTERMEDIATE
-$84.5K
53,956
-1%
减持
IBMO
ISHARES IBONDS
-$84.4K
51,074
-5%
增持
MSTR
MICROSTRATEGY INC
+$82.6K
460
+53%
清仓
POGRX
PRIMECAP ODYSSEY GROWTH
-$81.5K
0
-100%
增持
LLY
ELI LILLY AND CO
-$78.9K
3,235
+11%
减持
SLB
SCHLUMBERGER LTD
-$77.3K
6,319
-17%
减持
FTSM
FIRST TRUST
-$76.8K
33
-97%
减持
IVV
ISHARES CORE S&P 500
-$76.5K
4,324
-5%
增持
ABBV
ABBVIE INC
-$75.7K
3,835
+0%
增持
FLRT
PACER PACIFIC
+$75.2K
17,504
+10%
减持
—
EXXON MOBIL
-$73.9K
6,947
-1%
增持
IVW
ISHARES S&P 500 GROWTH
+$73.6K
3,282
+21%
减持
JNJ
JOHNSON & JOHNSON
-$72.9K
2,788
-5%
增持
QLTA
ISHARES AAA A RATED COR
+$69.8K
1,705
+744%
建仓
FELV
FIDELITY COVINGTON
+$69.1K
2,267
增持
SGI
TEMPUR SEALY
+$69.1K
1,700
+240%
增持
XLE
SECTOR ENERGY
+$68.1K
5,758
+19%
减持
PG
PROCTER & GAMBLE CO
-$67.1K
3,201
-8%
增持
WMT
WALMART INC
+$66.2K
6,263
+1%
增持
ADP
AUTOMATIC DATA
+$66.0K
231
+3750%
减持
DOL
WISDOMTREE INTL
-$64.2K
1,297
-45%
清仓
—
VIRTUS KAR MID-CAP CORE
-$63.8K
0
-100%
减持
XLV
SECTOR HEALTHCARE
-$62.6K
584
-37%
建仓
IBTH
ISHARES IBONDS
+$60.8K
2,740
增持
HD
HOME DEPOT INC
+$60.5K
2,223
+12%
增持
VTV
VANGUARD VALUE ETF
+$59.6K
1,145
+49%
建仓
DYNF
ISHS US EQTY FACTR
+$59.0K
1,151
增持
SPYV
SPDR S&P 500 VALUE ETF
-$58.6K
54,224
+1%
减持
NFLX
NETFLIX INC
+$56.7K
409
-6%
清仓
—
MARATHON OIL
-$56.0K
0
-100%
增持
PFE
PFIZER INC
-$55.9K
27,823
+1%
增持
DOW
DOW INC
-$55.9K
9,213
+18%
减持
XLY
CONSUMER DISCRETIONARY
-$54.8K
64
-81%
增持
LQD
ISHARES IBOXX INVT GRADE
+$54.4K
705
+281%
减持
T
AT&T INC
-$54.3K
3,000
-46%
增持
GDX
VANECK GOLD
-$53.0K
9,302
+1%
增持
QUAL
ISHARES MSCI USA QLTY
+$51.6K
441
+194%
增持
SPSM
SPDR PORTFOLIO S&P 600
+$51.2K
168,848
+2%
减持
BMY
BRISTOL MYERS SQUIBB CO
-$50.5K
4,550
-24%
减持
FPE
FIRST TRUST
-$49.7K
27,760
-7%
减持
JPC
NUVEEN PREFERRED INCOME
-$49.4K
10,258
-36%
减持
MRK
MERCK & COMPANY
-$49.3K
2,658
-4%
增持
V
VISA INC
+$49.0K
522
+24%
建仓
HYGW
ISHARES HG YLD CORP BD
+$48.3K
1,520
减持
XLI
INDUSTRIAL SELECT
-$48.3K
608
-36%
减持
SHOP
SHOPIFY INC
+$47.2K
3,869
-15%
增持
RWK
INVESCO S P MIDCAP 400
+$46.0K
909
+77%
增持
PLTR
PALANTIR TECHNOLOGIES
+$45.3K
795
+100%
增持
NNN
NNN REIT
-$44.4K
6,369
+1%
增持
EFV
ISHARES MSCI EAFE VALUE
+$44.2K
934
+1025%
建仓
ANET
ARISTA NETWORKS
+$44.2K
400
增持
VGT
VANGUARD INFORMATION
+$44.1K
302
+23%
建仓
EFG
ISHARES MSCI EAFE GROWTH
+$43.9K
453
增持
XLU
SELECT UTILITIES
-$42.9K
11,635
+2%
建仓
IBTJ
ISHARES IBONDS
+$42.7K
2,000
减持
BP
BP PLC
-$42.3K
4,921
-18%
建仓
IBTI
ISHARES IBONDS
+$41.6K
1,900
减持
SPY
SPDR S&P 500 ETF IV
-$40.4K
716
-11%
减持
ITOT
ISHARES CORE
-$40.4K
149
-69%
减持
SUN
SUNOCO LTD
-$40.2K
9,201
-4%
减持
VV
VANGUARD LARGE
-$40.1K
344
-32%
减持
GE
GE AEROSPACE
-$40.0K
763
-14%
增持
VB
VANGUARD SMALL CAP ETF
+$39.6K
493
+48%
建仓
JEPI
JPMORGAN
+$39.4K
685
增持
COP
CONOCOPHILLIPS
+$39.3K
2,825
+24%
减持
OKE
ONEOK INC NEW
+$39.2K
4,725
-1%
清仓
—
ARISTA NETWORKS
-$38.4K
0
-100%
清仓
—
BARON GROWTH INSTL
-$36.8K
0
-100%
减持
CL
COLGATE-PALMOLIVE
-$36.6K
7
-98%
减持
IJR
ISHARES CORE S&P SMALL
-$36.5K
4,909
-5%
增持
GLD
SPDR GOLD SHARES ETF
+$36.3K
465
+48%
减持
AGG
ISHARES CORE
-$36.2K
1,219
-20%
减持
—
ISHARES IBONDS
-$35.9K
68,255
-2%
减持
WTAI
WISDOMTREE TR
-$35.7K
488
-79%
减持
QQQM
INVESCO NASDAQ
+$35.3K
5,224
-1%
