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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
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 150 项
建仓 16
增持 39
减持 73
清仓 22
方向
标的
Δ市值
现股数(环比)
减持
SHY
ISHARES 1-3 YEAR TREASRYBOND ETF
-$6.8M
229
-100%
减持
AMZN
AMAZON.COM INC
-$2.8M
6,269
-66%
增持
KNG
FIRST TRUST
+$2.6M
332,223
+18%
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
NVDA
NVIDIA CORP
-$2.4M
17,953
-44%
减持
TSLA
TESLA INC
-$2.1M
2,772
-60%
增持
QQQ
INVESCO QQQ TRUST
-$1.9M
65,089
+2%
减持
AAPL
APPLE INC
-$1.4M
28,259
-8%
减持
XLG
INVSC S P 500 TOP 50 ETF
-$1.3M
274
-99%
减持
CALF
PACER US SMALL CAP CASH COWS ETF
-$1.2M
177,421
-1%
增持
JEPQ
JPMORGAN
+$1.2M
390,008
+16%
增持
SPYM
SPDR PORTFOLIO S&P 500 ETF
-$971.4K
520,736
+2%
减持
C
CITIGROUP INC
-$935.2K
4,780
-74%
减持
SPYG
SPDR S&P 500 GROWTH ETF
-$867.0K
58,966
-8%
增持
—
ISHARES IBONDS
+$777.5K
168,817
+20%
增持
PREF
PRINCIPAL SPECTRUM
+$707.5K
254,234
+17%
减持
IVV
ISHARES CORE S&P 500 ETF
-$693.6K
3,295
-24%
减持
GOOGL
ALPHABET INC CLASS A
-$653.4K
8,408
-19%
减持
MSFT
MICROSOFT CORP
-$649.9K
5,308
-15%
增持
FLRT
PACER PACIFIC
+$622.8K
30,898
+77%
减持
MOAT
VANECK MORNINGSTAR WIDE MOAT ETF
-$619.6K
40,501
-10%
减持
USMV
ISHARES MSCI
-$537.0K
307
-95%
减持
IJH
ISHARES CORE S&P MID CAPETF
-$514.8K
16,585
-30%
减持
SWKS
SKYWORKS SOLUTIONS INC
-$501.0K
9,841
-23%
清仓
FPE
FIRST TRUST
-$491.4K
0
-100%
减持
ET
ENERGY TRANSFER L P LP
-$484.8K
250,245
-5%
减持
META
META PLATFORMS INC CLASS A
-$470.4K
1,398
-36%
增持
LLY
ELI LILLY AND CO
+$452.7K
3,572
+10%
减持
IJT
ISHARES S&P
-$435.2K
12,144
-16%
增持
SPSM
SPDR PORTFOLIO S&P 600 SMALL CAP ETF
-$430.0K
175,532
+4%
清仓
SHOP
SHOPIFY INC
-$411.4K
0
-100%
减持
GOOG
ALPHABET INC
-$359.4K
1,633
-49%
减持
BUFR
FIRST TRUST
-$338.8K
408,616
-0%
减持
CVX
CHEVRON CORP NEW
-$335.3K
9,385
-29%
增持
PLTR
PALANTIR TECHNOLOGIES INCLASS A
+$330.9K
4,633
+483%
减持
NFLX
NETFLIX INC
-$305.8K
63
-85%
增持
SPMD
SPDR PORTFOLIO S&P 400 MID CAP ETF
-$299.2K
191,919
+4%
减持
CAT
CATERPILLAR INC
-$276.7K
1,880
-24%
清仓
FXU
FIRST TRUST
-$271.2K
0
-100%
减持
—
ISHARES IBONDS
-$265.3K
236,190
-5%
增持
DE
DEERE & CO
+$262.0K
2,305
+19%
增持
IBTH
ISHARES IBONDS
+$254.0K
14,040
+412%
增持
DGRO
ISHARES CORE DIVIDEND GROWTH ETF
+$253.5K
183,878
+2%
增持
XMHQ
INVESCO S&P
-$238.7K
46,507
+2%
减持
PG
PROCTER & GAMBLE CO
-$236.5K
1,761
-45%
清仓
PTLC
PACER TRENDPILOT
-$211.3K
0
-100%
减持
HD
HOME DEPOT INC
-$202.2K
1,807
-19%
建仓
VFIAX
VANGUARD 500 INDEX ADMIRAL
+$196.9K
380
增持
UBER
UBER TECHNOLOGIES INC
+$196.5K
8,909
+19%
减持
TLT
ISHARES 20YR
+$186.4K
63,570
-1%
减持
DUK
DUKE ENERGY CORP NEW
-$186.3K
2,901
-42%
清仓
FXG
FIRST TRUST
-$180.5K
0
-100%
增持
VZ
VERIZON COMMUNICATIONS I
+$179.0K
18,180
+13%
增持
ABBV
ABBVIE INC
+$178.0K
4,102
+7%
建仓
LSGRX
LOOMIS SAYLES GROWTH Y
+$173.2K
6,463
增持
TGT
TARGET CORP EQUITY CLASS EQUITY
-$173.1K
6,568
+3%
清仓
RSP
INVESCO S&P
-$171.8K
0
-100%
建仓
MEIIX
MFS VALUE I
+$167.0K
3,309
增持
XLF
SELECT STR FINANCIAL SELECT SPDR ETF
+$161.0K
30,273
+9%
减持
FDL
FIRST TRUST
-$157.2K
622
-86%
减持
PFE
PFIZER INC
-$156.2K
22,964
-17%
增持
IBMO
ISHARES IBONDS
+$153.4K
56,874
+11%
清仓
XOP
SPDR SERIES
-$151.8K
0
-100%
建仓
DODGX
DODGE & COX STOCK I
+$149.7K
571
清仓
—
ROYAL CARIBBEAN
-$144.5K
0
-100%
减持
IJR
ISHARES CORE S&P SMALL CAP ETF
-$143.8K
4,033
-18%
减持
MRK
MERCK & COMPANY
-$139.0K
1,396
-47%
增持
XYLD
GLOBAL X
+$137.1K
12,157
+48%
减持
WMT
WALMART INC
-$131.3K
4,950
-21%
建仓
—
BLACKROCK DYNAMIC HIGH INCOME INSTL
+$131.0K
15,408
减持
CRM
SALESFORCE INC
-$130.4K
1,024
-16%
减持
BAC
BANK OF AMERICA CORP
-$127.1K
3,940
-41%
增持
TTD
TRADE DESK
+$124.4K
3,218
+631%
增持
GIS
GENERAL MILLS
+$124.2K
3,600
+152%
清仓
HFXI
NEW YORK LIFE
-$122.1K
0
-100%
减持
SPYV
SPDR S&P 500 VALUE ETF
-$118.2K
51,985
-4%
减持
QQQM
INVESCO NASDAQ
-$111.5K
5,118
-2%
建仓
AGGY
WISDOMTREE YIELD ENHNC US AGGRE ETF
+$111.1K
2,558
建仓
VDADX
VANGUARD DIVIDEND APPRECIATION INDEX ADM
+$110.3K
2,095
建仓
VSMAX
VANGUARD SMALL CAP INDEX ADMIRAL SHARES
+$107.2K
1,009
清仓
IWP
ISHARES RUSSELL
-$106.5K
0
-100%
减持
XLRE
REAL ESTATE
+$105.4K
109,165
-1%
减持
LOW
LOWES COMPANIES
-$102.2K
1,362
-20%
建仓
VIMAX
VANGUARD MID CAP INDEX ADMIRAL
+$101.6K
317
减持
—
ACCENTURE PLC
-$100.9K
4
-99%
减持
SPY
SPDR S&P 500 ETF
-$98.6K
573
-20%
增持
AMD
ADVANCED MICRO DEVIC
-$96.6K
8,760
+6%
清仓
NZF
NUVEEN MUNICIPAL
-$95.7K
0
-100%
增持
VOO
VANGUARD S&P
+$95.3K
189
+4625%
增持
PFG
PRINCIPAL FINANCIAL
+$93.6K
10,361
+3%
增持
WHR
WHIRLPOOL CORP
+$92.7K
6,437
+51%
减持
GE
GE AEROSPACE
-$92.2K
175
-77%
增持
SPTI
SPDR INTERMEDIATE
+$90.7K
55,808
+3%
建仓
—
VIRTUS KAR MID-CAP CORE I
+$87.0K
1,513
清仓
PTNQ
PACER TRENDPILOT
-$85.7K
0
-100%
减持
CNC
CENTENE CORP
-$84.6K
342
-80%
减持
LH
LABCORP HOLDINGS
-$83.4K
6
-98%
减持
AEP
AMERICAN ELECTRIC
-$83.3K
176
-84%
减持
VV
VANGUARD LARGE
-$83.1K
37
-89%
减持
IUSG
ISHARES S&P
-$82.7K
287
-66%
建仓
MTGP
WISDOMTREE TRUST MORTGAGE ETF
+$81.4K
1,858
减持
EES
WISDOMTREE U S
-$81.4K
5,971
-14%
减持
SOXX
ISHARES SEMICONDUCTOR
-$80.4K
2,723
-1%
减持
VB
VANGUARD SMALL CAP ETF
-$79.5K
175
-65%
增持
SDVY
FIRST TRUST SMID CAP RISING DIVI ETF
-$79.2K
208,535
+6%
增持
COWZ
PACER US CASH COWS 100 ETF
+$76.8K
256,859
+4%
减持
UAL
UNITED AIRLINES
-$76.4K
646
-48%
减持
TSM
TAIWAN SEMICONDUCTOR M FSPONSORED ADR 1 ADR REPS 5 ORD SHS
-$75.8K
52
-88%
建仓
XTEN
BNDBLXX BLMBRG 10 YR TRGUS TR ETF
+$75.8K
1,627
减持
CMG
CHIPOTLE MEXICAN
-$75.5K
2,220
-28%
建仓
—
BLACKROCK HIGH EQUITY INCOME INSTL
+$74.4K
2,651
清仓
EQRR
PROSHARES EQUITIES
-$74.3K
0
-100%
增持
JPC
NUVEEN PREFERRED INCOME
+$74.0K
19,427
+89%
增持
VTV
VANGUARD VALUE ETF
+$73.7K
1,549
+35%
清仓
ILCB
ISHARES MORNINGSTAR
-$73.4K
0
-100%
清仓
TILT
FLEXSHARES MORNINGSTAR
-$72.9K
0
-100%
减持
DIS
WALT DISNEY
-$71.5K
2,212
-15%
减持
SLYV
SPDR S&P
-$71.5K
1,439
-32%
减持
CSCO
CISCO SYSTEMS
-$70.6K
3,536
-28%
减持
MCD
MCDONALDS CORP
-$70.5K
2,939
-14%
清仓
FELV
FIDELITY COVINGTON
-$69.1K
0
-100%
建仓
IBMP
ISHARES IBONDS
+$68.3K
2,700
增持
MDIV
FIRST TRUST
+$67.8K
22,255
+21%
清仓
MAR
MARRIOTT INTL
-$67.1K
0
-100%
减持
VGT
VANGUARD INFORMATION TECHNOLOGY ETF
-$65.7K
225
-25%
减持
XEL
XCEL ENERGY
-$65.5K
629
-61%
清仓
DOL
WISDOMTREE INTL
-$64.1K
0
-100%
减持
SPTL
SPDR PORTFOLIO
-$63.2K
453
-84%
减持
IEFA
ISHARES CORE
-$62.9K
1,291
-43%
减持
V
VISA INC
-$62.3K
293
-44%
减持
BA
BOEING COMPANY
-$61.8K
565
-37%
增持
SUN
SUNOCO LTD
+$61.5K
9,210
+0%
增持
UPS
UNITED PARCEL SVC INC CLASS B
+$61.3K
2,227
+53%
减持
SGI
SOMNIGROUP INTERNATIONAL
-$60.4K
600
-65%
建仓
POGRX
PRIMECAP ODYSSEY GROWTH
+$59.4K
1,785
清仓
XMLV
INVESCO EXCHANGE
-$59.3K
0
-100%
增持
XLE
ENERGY SELECT SECTOR SPDR ETF
+$59.2K
5,912
+3%
清仓
SPLV
INVESCO EXCHANGE
-$59.2K
0
-100%
增持
EQWL
INVESCO S&P
+$56.9K
3,504
+18%
减持
GLD
SPDR GOLD SHARES ETF
-$56.7K
194
-58%
减持
DOW
DOW INC
-$56.7K
8,965
-3%
减持
COP
CONOCOPHILLIPS
-$56.0K
2,133
-24%
减持
IJK
ISHARES S&P MID CAP 400 GRWTH ETF
-$55.2K
75
-89%
清仓
FNX
FIRST TRUST
-$53.6K
0
-100%
减持
IBTG
ISHARES IBONDS
-$53.0K
48,758
-5%
减持
AGG
ISHARES CORE
-$50.9K
679
-44%
清仓
DKNG
DRAFTKINGS INC
-$50.2K
0
-100%
减持
ARKK
ARK INNOVATION ETF IV
-$49.8K
49
-95%
增持
QYLD
GLOBAL X
-$49.7K
33,503
+1%
建仓
IMCB
ISHARES MORNINGSTAR MID CAP ETF
+$49.0K
662
减持
LMT
LOCKHEED MARTIN CORP
-$48.9K
473
-12%
