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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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 150 项
建仓 16
增持 34
减持 15
清仓 85
方向
标的
Δ市值
现股数(环比)
减持
QQQ
INVESCO QQQ TRUST
-$30.2M
623
-99%
清仓
JEPQ
JPMORGAN
-$20.2M
0
-100%
清仓
KNG
FIRST TRUST
-$16.8M
0
-100%
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
BUFR
FIRST TRUST
-$12.1M
0
-100%
增持
SPYM
SPDR PORTFOLIO S&P 500 ETF
+$8.1M
583,010
+12%
增持
SPTI
SPDR INTERMEDIATE
+$7.5M
316,243
+467%
建仓
PSC
PRINCIPAL US
+$7.4M
138,032
清仓
SDVY
FIRST TRUST SMID CAP RISING DIVI ETF
-$7.0M
0
-100%
减持
SPSM
SPDR PORTFOLIO
-$6.9M
5,477
-97%
清仓
CALF
PACER US SMALL CAP CASH COWS ETF
-$6.7M
0
-100%
清仓
—
ISHARES IBONDS
-$5.5M
0
-100%
清仓
PREF
PRINCIPAL SPECTRUM
-$4.8M
0
-100%
清仓
—
ISHARES IBONDS
-$4.5M
0
-100%
增持
MOAT
VANECK MORNINGSTAR
+$4.4M
84,532
+109%
清仓
XMHQ
INVESCO S&P
-$4.3M
0
-100%
增持
MSFT
MICROSOFT CORP
+$3.4M
10,798
+103%
清仓
BIL
SPDR BLOOMBERG 1 3 MNTH T BLL ETF
-$2.9M
0
-100%
清仓
XMMO
INVESCO S&P
-$2.3M
0
-100%
增持
DGRO
ISHARES CORE
+$1.9M
207,343
+13%
增持
COWZ
PACER US
+$1.6M
283,443
+10%
清仓
FLRT
PACER PACIFIC
-$1.5M
0
-100%
清仓
IBMO
ISHARES IBONDS
-$1.5M
0
-100%
增持
IJT
ISHARES S&P
+$1.4M
21,932
+81%
增持
SPYG
SPDR S&P 500 GROWTH ETF
+$1.3M
63,860
+8%
清仓
IBTG
ISHARES IBONDS
-$1.1M
0
-100%
建仓
AME
AMETEK INC
+$1.0M
5,734
清仓
QQQM
INVESCO NASDAQ
-$987.9K
0
-100%
增持
NVDA
NVIDIA CORP
+$937.4K
18,249
+2%
清仓
—
TORM PLC FCLASS A
-$863.3K
0
-100%
增持
LLY
ELI LILLY
+$755.7K
4,754
+33%
增持
SPMD
SPDR PORTFOLIO S&P 400 MID CAP ETF
+$703.2K
193,557
+1%
建仓
SWVXX
SCHWAB PRIME ADVANTAGE MONEY INVESTOR
+$675.2K
675,193
清仓
UBER
UBER TECHNOLOGIES INC
-$649.1K
0
-100%
清仓
SWKS
SKYWORKS SOLUTIONS INC
-$636.0K
0
-100%
增持
GOOGL
ALPHABET INC
+$572.9K
10,629
+26%
增持
AAPL
APPLE INC
+$568.8K
33,367
+18%
清仓
QYLD
GLOBAL X
-$557.2K
0
-100%
减持
ET
ENERGY TRANSFER
-$537.8K
226,929
-9%
清仓
XYLD
GLOBAL X
-$480.1K
0
-100%
建仓
—
ATLANTICUS H PFDPFD SER B
+$473.1K
21,455
增持
AMZN
AMAZON COM
+$456.2K
7,516
+20%
建仓
—
VIA RENEWA PFDPFD SER A
+$434.8K
16,897
清仓
USFR
WISDOMTREE FLOATING RATETREASRY ETF
-$431.8K
0
-100%
清仓
SG
SWEETGREEN INC CLASS A
-$401.6K
0
-100%
清仓
PLTR
PALANTIR TECHNOLOGIES INCLASS A
-$391.0K
0
-100%
建仓
—
SERITAGE GROWTH PFDPFD SER A
+$389.2K
17,247
清仓
EQWL
INVESCO S&P
-$361.2K
0
-100%
增持
AMD
ADVANCED MICRO
+$356.0K
8,851
+1%
建仓
—
NAVIENT CORP SUBJ TO XTRO REDEMPTION
+$351.5K
19,262
清仓
GDX
VANECK GOLD
-$349.4K
0
-100%
增持
DIS
WALT DISNEY
+$329.2K
4,416
+100%
清仓
IBTH
ISHARES IBONDS
-$314.8K
0
-100%
减持
CVX
CHEVRON CORP
-$313.5K
8,775
-6%
清仓
DOW
DOW INC
-$313.1K
0
-100%
增持
JNJ
JOHNSON & JOHNSON
+$303.9K
4,514
+94%
建仓
—
PITNEY BOWES INC SUBJ TO XTRO REDEMPTION
+$296.5K
15,906
清仓
BMY
BRISTOL MYERS SQUIBB CO
-$296.1K
0
-100%
增持
DE
DEERE & CO
+$293.6K
2,705
+17%
增持
MCD
MCDONALDS CORP
+$293.1K
4,145
+41%
增持
TSLA
TESLA INC
+$272.7K
3,120
+13%
增持
NNN
NNN REIT
+$272.3K
12,290
+103%
建仓
—
ACRES COMMER PFDPFD SER D
+$270.9K
12,268
清仓
SLB
SCHLUMBERGER LTD
-$262.0K
0
-100%
增持
XLRE
REAL ESTATE
+$260.0K
116,577
+7%
增持
AGG
ISHARES CORE
+$253.0K
3,227
+375%
清仓
UNH
UNITEDHEALTH GROUP INC
-$252.3K
0
-100%
清仓
PEG
PUBLIC SVC ENTERPRISE GR
-$251.4K
0
-100%
建仓
—
ARMOUR RESIDENTI PFDPFD SER C
+$250.6K
12,283
建仓
—
GASLOG PAR PFDPFD SER B
+$238.9K
9,334
增持
CSCO
CISCO SYSTEMS
+$235.7K
6,542
+85%
建仓
PIMIX
PIMCO INCOME INSTL
+$228.4K
21,203
清仓
COP
CONOCOPHILLIPS
-$224.0K
0
-100%
建仓
—
TRITON INTER PFDPFD SER D
+$222.3K
9,995
清仓
GIS
GENERAL MILLS
-$215.2K
0
-100%
清仓
BRK/B
BERKSHIRE HATHAWAY CLASS B
-$207.2K
0
-100%
减持
META
META PLATFORMS
+$201.7K
1,365
-2%
清仓
VIG
VANGUARD DIVIDEND
-$178.5K
0
-100%
减持
CVS
CVS HEALTH
-$177.6K
5,861
-32%
清仓
GM
GENERAL MTRS CO
-$174.2K
0
-100%
增持
PFG
PRINCIPAL FINANCIAL
+$173.5K
13,190
+27%
清仓
CAVA
CAVA GROUP INC
-$170.9K
0
-100%
清仓
MEIIX
MFS VALUE I
-$167.0K
0
-100%
清仓
BAC
BANK OF AMERICA CORP
-$164.4K
0
-100%
增持
QCOM
QUALCOMM INC
+$164.3K
2,578
+61%
清仓
RJF
RAYMOND JAMES
-$160.7K
0
-100%
增持
IDV
ISHARES INTL
+$159.8K
13,006
+40%
增持
MDIV
FIRST TRUST
+$155.5K
32,851
+48%
清仓
MBB
ISHARES MBS ETF
-$155.4K
0
-100%
增持
LSGRX
LOOMIS SAYLES GROWTH Y
+$154.5K
10,310
+60%
清仓
WM
WASTE MANAGEMENT
-$152.8K
0
-100%
清仓
DODGX
DODGE & COX STOCK I
-$149.7K
0
-100%
减持
OKE
ONEOK INC
-$149.4K
3,877
-17%
清仓
WFC
WELLS FARGO
-$144.4K
0
-100%
增持
UPS
UNITED PARCEL
+$143.7K
3,850
+73%
减持
ABBV
ABBVIE INC
-$140.7K
3,872
-6%
清仓
RFV
INVESCO S&P
-$137.3K
0
-100%
清仓
BINC
ISHARES FLEXIBLE INCME ACTIVE ETF
-$137.0K
0
-100%
增持
VLY
VALLEY NATIONAL
+$136.8K
30,500
+100%
清仓
ABT
ABBOTT LABORATORIES
-$134.2K
0
-100%
清仓
GS
GOLDMAN SACHS
-$132.5K
0
-100%
增持
WHR
WHIRLPOOL CORP
+$131.7K
7,019
+9%
清仓
TRGP
TARGA RESOURCES
-$131.5K
0
-100%
减持
JPM
JPMORGAN CHASE
+$131.4K
4,084
-5%
清仓
—
BLACKROCK DYNAMIC HIGH INCOME INSTL
-$131.0K
0
-100%
清仓
DHI
DR HORTON
-$130.1K
0
-100%
清仓
BP
BP PLC
-$128.8K
0
-100%
清仓
XLK
TECHNOLOGY SELECT
-$128.3K
0
-100%
清仓
QLTA
ISHARES AAA A RATED COR BOND ETF
-$128.1K
0
-100%
清仓
MRK
MERCK & COMPANY
-$125.3K
0
-100%
清仓
MS
MORGAN STANLEY
-$124.6K
0
-100%
清仓
COST
COSTCO WHSL CORP NEW
-$123.9K
0
-100%
清仓
DON
WISDOMTREE U S
-$123.0K
0
-100%
清仓
VBR
VANGUARD SMALL
-$122.8K
0
-100%
清仓
VGT
VANGUARD INFORMATION TECHNOLOGY ETF
-$122.0K
0
-100%
清仓
AMGN
AMGEN INC
-$120.3K
0
-100%
清仓
AVGO
BROADCOM INC
-$117.2K
0
-100%
减持
EPD
ENTERPRISE PRODUCTS
-$117.2K
17,504
-9%
减持
XLE
ENERGY SELECT
-$116.5K
5,140
-13%
清仓
MSTR
MICROSTRATEGY INC
-$116.2K
0
-100%
清仓
SPYD
SPDR PORTFOLIO
-$115.1K
0
-100%
增持
SPYV
SPDR S&P 500 VALUE ETF
+$114.7K
52,916
+2%
清仓
SDY
SPDR SERIES
-$113.8K
0
-100%
清仓
SLYV
SPDR S&P
-$112.8K
0
-100%
清仓
CMG
CHIPOTLE MEXICAN
-$111.5K
0
-100%
减持
FVD
FIRST TRUST
-$111.1K
8,410
-23%
清仓
AGGY
WISDOMTREE YIELD ENHNC US AGGRE ETF
-$111.1K
0
-100%
清仓
YLD
PRINCIPAL ACTIVE
-$110.9K
0
-100%
清仓
VDADX
VANGUARD DIVIDEND APPRECIATION INDEX ADM
-$110.3K
0
-100%
清仓
RPG
INVESCO S&P
-$108.6K
0
-100%
清仓
VSMAX
VANGUARD SMALL CAP INDEX ADMIRAL SHARES
-$107.2K
0
-100%
清仓
IBDS
ISHARES IBONDS
-$106.4K
0
-100%
建仓
MDHIX
NYLI MACKAY SHORT DURATION HIGH INC CL I
+$104.5K
10,963
减持
IVV
ISHARES CORE
+$104.0K
3,149
-4%
建仓
MHYIX
NYLI MACKAY HIGH YIELD CORPORATE BD CL I
+$103.3K
19,744
减持
MU
MICRON TECHNOLOGY INC
+$103.1K
2,910
-1%
清仓
V
VISA INC
-$102.5K
0
-100%
减持
IJH
ISHARES CORE
-$101.9K
13,960
-16%
清仓
VIMAX
VANGUARD MID CAP INDEX ADMIRAL
-$101.6K
0
-100%
清仓
UFOX
DEFIANCE CONNECTIVE TECNLG ETF
-$99.0K
0
-100%
增持
VZ
VERIZON COMMUNICATIONS
+$97.9K
21,321
+17%
清仓
VOT
VANGUARD MID
-$97.9K
0
-100%
清仓
IEFA
ISHARES CORE
-$97.7K
0
-100%
清仓
VOO
VANGUARD S&P
-$97.0K
0
-100%
清仓
BA
BOEING COMPANY
-$96.4K
0
-100%
清仓
SCHG
SCHWAB US LARGE CAP GROWTH ETF
-$95.5K
0
-100%
清仓
QUAL
ISHARES MSCI USA QLTY FACT ETF
-$93.6K
0
-100%
清仓
DLN
WISDOMTREE U S
-$92.5K
0
-100%
清仓
ES
EVERSOURCE ENERGY
-$92.0K
0
-100%
建仓
BHYIX
BLACKROCK HIGH YIELD INSTL
+$91.2K
12,690
清仓
NEE
NEXTERA ENERGY
-$90.5K
0
-100%
