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
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 128 项
建仓 33
增持 46
减持 40
清仓 9
方向
标的
Δ市值
现股数(环比)
增持
QQQ
INVSC QQQ TRUST SRS 1 ETF
+$47.7M
79,981
+12738%
建仓
JEPQ
JPMORGAN
+$27.0M
468,632
建仓
KNG
FIRST TRUST
+$20.3M
411,689
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。
建仓
BUFR
FIRST TRUST
+$17.9M
536,667
建仓
SDVY
FIRST TRUST
+$9.3M
243,505
建仓
—
ISHARES IBONDS
+$8.4M
312,292
建仓
CALF
PACER U S
+$7.6M
174,352
建仓
—
ISHARES IBONDS
+$6.1M
261,279
建仓
PREF
PRINCIPAL SPECTRUM
+$5.5M
285,922
建仓
XMHQ
INVESCO S&P
+$5.4M
51,165
建仓
BIL
SPDR BLOOMBERG
+$4.0M
43,238
增持
SPYM
SPDR PORTFOLIO S&P 500 ETF
+$3.8M
589,242
+1%
减持
MOAT
VANECK MORNINGSTAR
-$3.5M
44,177
-48%
建仓
XMMO
INVESCO S&P
+$2.8M
21,001
建仓
IBMO
ISHARES IBONDS
+$2.7M
103,274
减持
MSFT
MICROSOFT CORP
-$2.5M
5,526
-49%
建仓
QQQI
NEOS NASDAQ
+$2.5M
46,184
建仓
FLRT
PACER ARISTOTOLE
+$2.5M
51,803
增持
AAPL
APPLE INC
+$2.1M
35,216
+6%
增持
DGRO
ISHARES CORE
+$1.6M
218,325
+5%
增持
SPYG
SPDR S&P 500 GROWTH ETF
+$1.3M
70,874
+11%
建仓
QQQM
INVESCO NASDAQ
+$1.3M
5,138
减持
IJT
ISHARES S&P
-$1.2M
11,869
-46%
建仓
—
TORM PLC
+$1.2M
55,994
建仓
XYLD
GLOBAL X
+$1.1M
28,789
建仓
IBTG
ISHARES IBONDS
+$1.1M
48,708
清仓
—
PUBLIX SUPER MARKETS INC
-$1.0M
0
-100%
建仓
PLTR
PALANTIR TECHNOLOGIES
+$845.3K
4,634
增持
PSC
PRINCIPAL US
+$809.1K
143,294
+4%
建仓
QYLD
GLOBAL X
+$775.1K
45,567
增持
SPMD
SPDR PORTFOLIO S&P 400 MID CAP ETF
+$754.8K
197,245
+2%
建仓
IBTH
ISHARES IBONDS
+$624.7K
27,740
减持
COWZ
PACER US
+$611.5K
282,396
-0%
增持
TSLA
TESLA INC
+$610.8K
3,602
+15%
建仓
EQWL
INVESCO S&P
+$588.4K
5,131
增持
SPTI
SPDR INTERMEDIATE
+$552.5K
333,936
+6%
建仓
QDPL
PACER METAURUS
+$497.9K
11,882
减持
ET
ENERGY TRANSFER
-$455.0K
213,243
-6%
建仓
UBER
UBER TECHNOLOGIES
+$443.7K
4,529
增持
AGG
ISHARES CORE
+$423.0K
7,413
+130%
清仓
QCOM
QUALCOMM INC
-$410.6K
0
-100%
减持
CIEN
CIENA CORP
+$401.3K
6,326
-1%
建仓
USFR
WISDOMTREE FLOATING
+$394.5K
7,847
清仓
UPS
UNITED PARCEL
-$388.6K
0
-100%
建仓
UNH
UNITEDHEALTH GROUP
+$360.1K
1,043
增持
LLY
ELI LILLY
+$345.6K
5,310
+12%
增持
TLT
ISHARES 20
+$344.1K
68,093
+5%
增持
AMZN
AMAZON COM
+$310.9K
8,926
+19%
建仓
GIS
GENERAL MILLS
+$295.0K
5,850
减持
DIS
WALT DISNEY
-$294.7K
2,208
-50%
建仓
DOW
DOW INC
+$273.4K
11,925
减持
JNJ
JOHNSON & JOHNSON
-$271.0K
2,258
-50%
建仓
AGGY
WISDOMTREE YIELD ENHNC US AGGRE ETF
+$262.7K
5,935
增持
SPYV
SPDR S&P 500 VALUE ETF
+$257.7K
54,714
+3%
减持
GOOGL
ALPHABET INC
-$255.6K
6,654
-37%
减持
CSCO
CISCO SYSTEMS
-$233.5K
3,222
-51%
建仓
AVGO
BROADCOM INC
+$228.6K
693
清仓
CRM
SALESFORCE INC
-$225.0K
0
-100%
建仓
IWMI
NEOS RUSSELL
+$224.9K
4,631
建仓
XSD
SPDR SERIES
+$220.3K
690
清仓
IUSB
ISHARES CORE TOTAL USD BOND MARK ETF
-$213.2K
0
-100%
建仓
IBDS
ISHARES IBONDS
+$206.9K
8,500
增持
CAT
CATERPILLAR INC
+$168.5K
1,698
+3%
清仓
IEP
ICAHN ENTERPRISES
-$160.7K
0
-100%
减持
ABBV
ABBVIE INC
+$158.4K
3,788
-2%
清仓
JPC
NUVEEN PREFERRED INCOME
-$157.7K
0
-100%
增持
ORCL
ORACLE CORP
+$151.0K
1,252
+36%
减持
IVV
ISHARES CORE
+$142.0K
3,134
-0%
增持
WHR
WHIRLPOOL CORP
-$124.8K
7,469
+6%
增持
IBDR
ISHARES IBONDS
+$119.0K
23,801
+26%
增持
GOOG
ALPHABET INC
+$118.3K
1,683
+2%
减持
VLY
VALLEY NATIONAL
-$110.7K
15,250
-50%
增持
SLYG
SPDR SERIES
+$108.4K
11,020
+5%
减持
CVX
CHEVRON CORP
+$102.6K
8,752
-0%
减持
CVS
CVS HEALTH
-$96.2K
4,086
-30%
清仓
BHYIX
BLACKROCK HIGH YIELD INSTL
-$91.2K
0
-100%
增持
XLRE
REAL ESTATE
+$82.9K
116,581
+0%
减持
—
VIA RENEWA 11.1572 PFDPFD SER A
-$82.7K
13,595
-20%
增持
—
TRITON INTER 6.875 PFDPFD SER D
+$79.1K
13,367
+34%
增持
—
ATLANTICUS H 7.625 PFDPFD SER B
+$72.9K
22,236
+4%
增持
TDIV
FIRST TRUST
+$69.2K
2,897
+21%
减持
—
ISHARES IBONDS
-$69.1K
65,485
-4%
减持
ADBE
ADOBE INC
-$68.3K
1,775
-1%
增持
VZ
VERIZON COMMUNICATIONS
+$68.3K
22,545
+6%
减持
AMD
ADVANCED MICRO
-$67.5K
7,346
-17%
增持
—
NAVIENT CORP 6 12 6PFD
+$64.9K
20,822
+8%
减持
OKE
ONEOK INC
-$62.8K
3,477
-10%
增持
MCD
MCDONALDS CORP
+$53.1K
4,160
+0%
增持
IBM
INTL BUSINESS
+$51.1K
2,173
+14%
减持
HD
HOME DEPOT
+$50.0K
1,620
-2%
减持
—
SOTHERLY HOTELS
-$47.8K
97,023
-27%
减持
XLU
UTILITIES SELECT
+$43.9K
10,575
-2%
减持
SUN
SUNOCO LTD
-$42.5K
9,031
-2%
减持
SCHZ
SCHWAB US AGGREGATE BONDETF
-$40.3K
9,288
-16%
增持
—
ACRES COMMER 7.875 PFDPFD SER D
+$37.5K
13,825
+13%
减持
C
CITIGROUP INC
+$35.6K
3,402
-7%
增持
LSGRX
LOOMIS SAYLES GROWTH Y
+$33.2K
10,649
+3%
增持
—
ARMOUR RESIDENTI 7 PFDPFD SER C
+$32.6K
13,163
+7%
减持
PIMIX
PIMCO INCOME INSTL
-$30.2K
18,217
-14%
增持
—
SERITAGE GROWTH 7 PFDPFD SER A
+$30.1K
17,578
+2%
增持
—
PITNEY BOWES INC 6.7PFD
+$29.5K
16,829
+6%
增持
PFE
PFIZER INC
+$28.8K
21,305
+0%
增持
DUK
DUKE ENERGY
+$26.7K
2,583
+4%
增持
TTD
TRADE DESK
-$26.2K
4,220
+30%
增持
REGL
PROSHARES S&P
+$23.9K
5,026
+1%
增持
XLE
ENERGY SELECT
+$23.4K
5,141
+0%
增持
SPSM
SPDR PORTFOLIO
+$21.6K
5,504
+0%
减持
NVDA
NVIDIA CORP
-$18.2K
15,355
-16%
减持
JPM
JPMORGAN CHASE
+$15.9K
3,804
-7%
减持
VTV
VANGUARD VALUE ETF
+$15.3K
1,972
-1%
增持
SWVXX
SCHWAB PRIME ADVANTAGE MONEY INVESTOR
+$13.0K
688,185
+2%
增持
MDIV
FIRST TRUST
+$12.7K
33,172
+1%
减持
—
GASLOG PAR 10.1384 PFDPFD SER B
-$10.6K
8,782
-6%
减持
IJH
ISHARES CORE
+$7.7K
13,385
-4%
减持
MU
MICRON TECHNOLOGY INC
-$5.6K
2,110
-27%
减持
IJR
ISHARES CORE
+$5.6K
3,446
-7%
减持
XLF
SELECT STR FINANCIAL SELECT SPDR ETF
-$5.5K
27,495
-3%
减持
EPD
ENTERPRISE PRODUCTS
-$4.8K
17,204
-2%
减持
IVW
ISHARES S&P
-$4.0K
2,361
-10%
减持
—
EXXON MOBIL
+$2.0K
6,359
-4%
减持
ESPR
ESPERION THERAPEUTICS
-$1.8K
13,500
-65%
增持
MHYIX
NYLI MACKAY HIGH YIELD CORPORATE BD CL I
+$1.6K
20,020
+1%
减持
SOXX
ISHARES SEMICONDUCTOR
-$1.6K
2,159
-12%
增持
MDHIX
NYLI MACKAY SHORT DURATION HIGH INC CL I
+$1.6K
11,139
+2%
增持
META
META PLATFORMS
-$1.4K
1,370
+0%
增持
PG
PROCTER & GAMBLE
-$997
1,581
+3%
增持
NNN
NNN REIT
+$122
12,470
+1%
清仓
—
100000TH PUBLIX SUPER MAFLORIDA
-$9
0
-100%
