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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
25Q4 调仓
2025-09-30 → 2025-12-31 · 共 136 项
建仓 10
增持 58
减持 43
清仓 25
方向
标的
Δ市值
现股数(环比)
清仓
—
ISHARES IBONDS
-$8.4M
0
-100%
清仓
—
ISHARES IBONDS
-$6.1M
0
-100%
增持
IBTG
ISHARES IBONDS
+$6.0M
312,794
+542%
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
IBMP
ISHARES IBONDS
+$3.3M
131,846
建仓
IBMQ
ISHARES IBONDS
+$2.8M
109,100
增持
SPYM
STATE STREET
+$2.3M
604,159
+3%
增持
QQQ
VANECK MORNINGSTAR
+$2.3M
89,688
+12%
增持
JEPQ
JPMORGAN
+$1.9M
496,715
+6%
增持
LLY
ELI LILLY
+$1.9M
5,524
+4%
清仓
—
ISHARES IBONDS
-$1.6M
0
-100%
建仓
IBMR
ISHARES IBONDS
+$1.3M
50,800
增持
QQQI
NEOS NASDAQ
+$1.2M
68,777
+49%
增持
BUFR
FIRST TRUST
+$1.2M
558,502
+4%
增持
NVDA
NVIDIA CORP
+$1.2M
20,883
+36%
减持
AAPL
APPLE INC
-$927.6K
29,572
-16%
增持
WMT
WALMART INC
+$927.5K
13,068
+155%
增持
KNG
FIRST TRUST
+$875.2K
430,836
+5%
增持
ORCL
ORACLE CORP
+$769.4K
5,754
+360%
增持
IBMO
ISHARES IBONDS
+$730.2K
131,848
+28%
清仓
SWVXX
SCHWAB PRIME ADVANTAGE MONEY INVESTOR
-$688.2K
0
-100%
增持
SPTI
STATE STREET
+$601.5K
355,489
+6%
减持
SPYG
STATE STREET
-$595.1K
63,842
-10%
减持
XLRE
STATE STREET
-$592.8K
107,033
-8%
增持
GOOGL
ALPHABET INC
+$579.4K
7,019
+5%
清仓
—
ATLANTICUS H 7.625 PFDPFD SER B
-$546.0K
0
-100%
增持
IBDR
ISHARES IBONDS
+$517.5K
45,226
+90%
减持
SPMD
STATE STREET
-$511.9K
185,953
-6%
减持
SPYV
STATE STREET
-$491.3K
44,641
-18%
增持
UBER
UBER TECHNOLOGIES
+$469.3K
11,174
+147%
清仓
—
SERITAGE GROWTH 7 PFDPFD SER A
-$419.2K
0
-100%
清仓
—
NAVIENT CORP 6 12 6PFD
-$416.4K
0
-100%
增持
EQWL
INVESCO S&P
+$411.4K
8,462
+65%
增持
SDVY
FIRST TRUST
+$398.3K
250,663
+3%
清仓
USFR
WISDOMTREE FLOATING
-$394.5K
0
-100%
减持
PSC
PRINCIPAL US
-$378.7K
134,848
-6%
清仓
VTV
VANGUARD VALUE ETF
-$367.8K
0
-100%
清仓
LSGRX
LOOMIS SAYLES GROWTH Y
-$360.9K
0
-100%
增持
DGRO
ISHARES CORE
+$359.9K
219,296
+0%
增持
AGG
ISHARES CORE
+$358.7K
11,032
+49%
增持
SOXX
ISHARES SEMICONDUCTOR
+$356.2K
6,355
+194%
清仓
—
VIA RENEWA 11.1572 PFDPFD SER A
-$352.0K
0
-100%
清仓
—
PITNEY BOWES INC 6.7PFD
-$326.0K
0
-100%
建仓
NFLX
NETFLIX INC
+$314.7K
3,356
增持
BIL
STATE STREET
+$314.3K
47,224
+9%
清仓
—
ACRES COMMER 7.875 PFDPFD SER D
-$308.4K
0
-100%
清仓
—
TRITON INTER 6.875 PFDPFD SER D
-$301.4K
0
-100%
增持
XLU
STATE STREET
-$283.6K
14,959
+41%
清仓
—
ARMOUR RESIDENTI 7 PFDPFD SER C
-$283.1K
0
-100%
减持
AMD
ADVANCED MICRO
-$277.5K
4,254
-42%
清仓
DOW
DOW INC
-$273.4K
0
-100%
减持
CIEN
CIENA CORP
+$265.6K
5,076
-20%
清仓
AGGY
WISDOMTREE YIELD ENHNC US AGGRE ETF
-$262.7K
0
-100%
建仓
SLV
ISHARES SILVER
+$256.7K
3,985
增持
PREF
PRINCIPAL SPECTRUM
+$255.8K
291,119
+2%
增持
MOAT
VANECK MORNINGSTAR
+$240.2K
44,599
+1%
清仓
VFIAX
VANGUARD 500 INDEX ADMIRAL
-$234.7K
0
-100%
清仓
—
GASLOG PAR 10.1384 PFDPFD SER B
-$228.3K
0
-100%
建仓
CRM
SALESFORCE INC
+$218.6K
825
清仓
SCHZ
SCHWAB US AGGREGATE BONDETF
-$218.0K
0
-100%
增持
AMZN
AMAZON COM
+$214.9K
9,422
+6%
增持
MSFT
MICROSOFT CORP
+$208.3K
6,349
+15%
建仓
QCOM
QUALCOMM INC
+$203.4K
1,189
建仓
VIG
VANGUARD DIVIDEND
+$202.2K
920
减持
PFE
PFIZER INC
-$199.1K
13,805
-35%
清仓
PIMIX
PIMCO INCOME INSTL
-$198.2K
0
-100%
增持
VLY
VALLEY NATIONAL
+$194.6K
30,500
+100%
增持
QDPL
PACER METAURUS
+$186.2K
16,103
+36%
减持
XLF
STATE STREET
-$183.2K
23,698
-14%
减持
WHR
WHIRLPOOL CORP
-$156.7K
5,965
-20%
增持
IBTH
ISHARES IBONDS
+$152.5K
34,590
+25%
减持
ET
ENERGY TRANSFER
-$147.9K
212,935
-0%
建仓
IEP
ICAHN ENTERPRISES
+$139.1K
18,421
增持
GOOG
ALPHABET INC
+$133.9K
1,733
+3%
减持
COWZ
PACER US
+$127.5K
271,843
-4%
增持
PFG
PRINCIPAL FINANCIAL
+$113.2K
13,681
+4%
清仓
MDHIX
NYLI MACKAY SHORT DURATION HIGH INC CL I
-$106.0K
0
-100%
清仓
MHYIX
NYLI MACKAY HIGH YIELD CORPORATE BD CL I
-$104.9K
0
-100%
减持
XMHQ
INVESCO S&P
-$102.5K
49,183
-4%
增持
META
META PLATFORMS
+$99.5K
1,675
+22%
增持
IVV
ISHARES CORE
+$99.4K
3,207
+2%
增持
FLRT
PACER ARISTOTOLE
+$98.2K
54,166
+5%
增持
TLT
ISHARES 20
+$95.3K
70,913
+4%
减持
CAT
CATERPILLAR INC
+$93.8K
1,578
-7%
增持
QQQM
INVESCO NASDAQ
+$93.0K
5,388
+5%
增持
QYLD
GLOBAL X
+$90.7K
49,000
+8%
减持
CVX
CHEVRON CORP
-$87.5K
8,343
-5%
减持
ADBE
ADOBE INC
-$87.1K
1,540
-13%
建仓
SG
SWEETGREEN INC
+$83.0K
12,274
增持
JPM
JPMORGAN CHASE
+$79.6K
3,971
+4%
减持
MU
MICRON TECHNOLOGY INC
+$77.9K
1,510
-28%
清仓
—
SOTHERLY HOTELS
-$77.6K
0
-100%
增持
XYLD
GLOBAL X
+$75.3K
29,671
+3%
减持
PLTR
PALANTIR TECHNOLOGIES
-$73.2K
4,344
-6%
减持
GIS
GENERAL MILLS
-$69.4K
4,850
-17%
增持
IDV
ISHARES INTL
+$66.6K
13,738
+6%
增持
VZ
VERIZON COMMUNICATIONS
-$64.4K
22,747
+1%
增持
C
CITIGROUP INC
+$57.5K
3,452
+1%
减持
IJT
ISHARES S&P
-$57.3K
11,492
-3%
减持
MCD
MCDONALDS CORP
-$53.6K
3,961
-5%
减持
OKE
ONEOK INC
-$49.6K
2,777
-20%
减持
TGT
TARGET CORP
-$48.1K
5,095
-16%
增持
ESPR
ESPERION THERAPEUTICS
+$46.9K
22,344
+66%
增持
TTD
TRADE DESK
+$44.5K
6,620
+57%
减持
SO
SOUTHERN COMPANY
-$42.8K
5,214
-1%
减持
SLYG
STATE STREET
-$33.7K
10,676
-3%
增持
AVGO
BROADCOM INC
+$32.7K
755
+9%
增持
HD
HOME DEPOT
+$31.8K
2,000
+23%
减持
IBM
INTL BUSINESS
+$30.2K
2,171
-0%
增持
LOW
LOWES COMPANIES
+$29.6K
1,542
+13%
增持
NNN
NNN REIT
-$29.4K
12,652
+1%
增持
CSCO
CISCO SYSTEMS
+$28.4K
3,230
+0%
增持
XSD
STATE STREET
+$27.5K
771
+12%
减持
DE
DEERE & CO
-$24.1K
2,605
-4%
减持
CVS
CVS HEALTH
-$23.5K
3,586
-12%
减持
—
EXXON MOBIL
+$20.5K
6,129
-4%
减持
JNJ
JOHNSON & JOHNSON
+$20.5K
2,122
-6%
增持
MDIV
FIRST TRUST
+$20.2K
35,132
+6%
减持
IJH
ISHARES CORE
-$18.1K
12,960
-3%
减持
XMMO
INVESCO S&P
+$18.1K
20,642
-2%
减持
IWMI
NEOS RUSSELL
-$17.7K
4,256
-8%
减持
ABBV
ABBVIE INC
-$15.2K
3,772
-0%
减持
SUN
SUNOCO LTD
+$14.4K
8,892
-2%
增持
—
TORM PLC
+$14.3K
59,701
+7%
增持
UNH
UNITEDHEALTH GROUP
+$12.2K
1,128
+8%
减持
CALF
PACER U S
-$8.5K
170,541
-2%
减持
IJR
ISHARES CORE
-$6.3K
3,355
-3%
增持
PG
PROCTER & GAMBLE
+$4.6K
1,727
+9%
增持
SPSM
STATE STREET
+$3.5K
5,515
+0%
减持
MA
MASTERCARD INC
-$3.5K
1,332
-1%
减持
TSLA
TESLA INC
+$3.2K
3,569
-1%
增持
TDIV
FIRST TRUST
-$2.6K
2,922
+1%
减持
DIS
WALT DISNEY
-$2.1K
2,204
-0%
减持
EES
WISDOMTREE U S
+$1.9K
5,893
-1%
增持
XLE
STATE STREET
-$1.7K
10,234
+99%
减持
EZM
WISDOMTREE U S
-$1.1K
7,556
-2%
清仓
—
IMRIS INC F
+$0
0
-100%
