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Professional Financial Advisors, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Professional Financial Advisors, LLC
报告期 2026-03-31 · CIK 0001798221
持仓数
137
前50大市值合计
$431.3M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($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
22Q1
21Q4
21Q3
21Q2
21Q3 调仓
2021-06-30 → 2021-09-30 · 共 150 项
建仓 24
增持 74
减持 33
清仓 19
方向
标的
Δ市值
现股数(环比)
增持
SPTM
SPDR SER TR
+$20.7M
869,618
+81%
减持
ITOT
ISHARES TR
-$20.2M
3,400
-98%
减持
VOO
VANGUARD INDEX FDS
-$7.9M
37,158
-35%
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。
增持
UNP
UNION PAC CORP
-$453.0K
20,591
+0%
增持
MTUM
ISHARES TR
+$445.0K
34,383
+6%
增持
QQQ
INVESCO QQQ TR
+$397.0K
1,471
+305%
减持
—
KORNIT DIGITAL LTD
-$375.0K
74
-98%
建仓
NOW
SERVICENOW INC
+$369.0K
593
减持
EEM
ISHARES TR
-$367.0K
31
-100%
减持
FATE
FATE THERAPEUTICS INC
-$365.0K
98
-98%
清仓
—
CONNS INC
-$364.0K
0
-100%
减持
ARGX
ARGENX SE
-$356.0K
46
-96%
建仓
DT
DYNATRACE INC
+$354.0K
4,985
增持
AAPL
APPLE INC
+$349.0K
15,434
+15%
增持
MELI
MERCADOLIBRE INC
+$341.0K
206
+6767%
增持
DGRO
ISHARES TR
+$341.0K
121,503
+6%
增持
GOOG
ALPHABET INC
+$337.0K
601
+20%
减持
WDAY
WORKDAY INC
-$332.0K
22
-98%
减持
ISRG
INTUITIVE SURGICAL INC
-$330.0K
13
-97%
建仓
CRM
SALESFORCE COM INC
+$330.0K
1,217
减持
SNOW
SNOWFLAKE INC
-$327.0K
32
-98%
建仓
—
SMARTSHEET INC
+$325.0K
4,721
清仓
MTUS
TIMKENSTEEL CORPORATION
-$323.0K
0
-100%
减持
NFLX
NETFLIX INC
-$315.0K
94
-87%
增持
MA
MASTERCARD INCORPORATED
+$304.0K
982
+882%
建仓
CHTR
CHARTER COMMUNICATIONS INC N
+$298.0K
410
清仓
MOV
MOVADO GROUP INC
-$287.0K
0
-100%
清仓
—
ALLEGIANCE BANCSHARES INC
-$286.0K
0
-100%
增持
V
VISA INC
+$281.0K
5,729
+36%
清仓
KOP
KOPPERS HOLDINGS INC
-$278.0K
0
-100%
建仓
SQ
SQUARE INC
+$278.0K
1,160
清仓
CPF
CENTRAL PAC FINL CORP
-$276.0K
0
-100%
建仓
SHOP
SHOPIFY INC
+$275.0K
203
清仓
ETD
ETHAN ALLEN INTERIORS INC
-$269.0K
0
-100%
清仓
ZEUS
OLYMPIC STEEL INC
-$262.0K
0
-100%
增持
PYPL
PAYPAL HLDGS INC
+$261.0K
1,030
+4192%
增持
META
FACEBOOK INC
+$256.0K
4,474
+25%
清仓
UFI
UNIFI INC
-$253.0K
0
-100%
增持
AMZN
AMAZON COM INC
+$203.0K
237
+42%
建仓
ROKU
ROKU INC
+$203.0K
649
增持
SPMO
INVESCO EXCH TRADED FD TR II
+$169.0K
57,783
+3%
清仓
LUMN
LUMEN TECHNOLOGIES INC
-$133.0K
0
-100%
增持
VXUS
VANGUARD STAR FDS
+$131.0K
25,809
+14%
增持
ACWV
ISHARES INC
+$126.0K
21,329
+6%
增持
XSOE
WISDOMTREE TR
-$122.0K
46,774
+6%
增持
VTI
VANGUARD INDEX FDS
+$117.0K
63,034
+1%
增持
IQLT
ISHARES TR
+$109.0K
52,851
+9%
增持
VEU
VANGUARD INTL EQUITY INDEX F
-$102.0K
83,410
+3%
增持
SSO
PROSHARES TR
+$82.0K
951
+251%
建仓
DFAC
DIMENSIONAL ETF TRUST
+$79.0K
2,988
减持
CCD
CALAMOS DYNAMIC CONV & INCOM
-$77.0K
42,142
-3%
减持
PGX
INVESCO EXCH TRADED FD TR II
-$71.0K
92,344
-3%
增持
DBC
INVESCO DB COMMDY INDX TRCK
+$61.0K
46,132
+1%
减持
MSFT
MICROSOFT CORP
+$61.0K
7,543
-1%
增持
VNQ
VANGUARD INDEX FDS
+$55.0K
4,267
+15%
增持
—
NORTHERN LTS FD TR IV
-$53.0K
42,929
+0%
增持
VIGI
VANGUARD WHITEHALL FDS
+$52.0K
23,360
+4%
减持
TSLA
TESLA INC
+$50.0K
539
-0%
减持
—
BARCLAYS BANK PLC
-$45.0K
30,865
-15%
建仓
ISCV
ISHARES TR
+$43.0K
759
增持
EFG
ISHARES TR
+$40.0K
17,605
+4%
增持
SPY
SPDR S&P 500 ETF TR
+$38.0K
1,035
+9%
增持
VGK
VANGUARD INTL EQUITY INDEX F
+$36.0K
5,954
+14%
减持
GOOGL
ALPHABET INC
+$35.0K
167
-1%
减持
TRMB
TRIMBLE INC
-$33.0K
1,200
-25%
增持
SMMV
ISHARES TR
+$33.0K
51,443
+4%
增持
SPEM
SPDR INDEX SHS FDS
-$33.0K
11,766
+1%
增持
AOK
ISHARES TR
+$31.0K
10,700
+9%
增持
KKR
KKR & CO INC
+$30.0K
16,846
+2%
增持
IWM
ISHARES TR
+$30.0K
1,801
+14%
建仓
IBCP
INDEPENDENT BK CORP MICH
+$30.0K
1,379
减持
FV
FIRST TR EXCHANGE-TRADED FD
-$30.0K
14,774
-1%
增持
IMTM
ISHARES TR
+$29.0K
51,313
+4%
建仓
FSK
FS KKR CAP CORP
+$28.0K
1,265
清仓
GD
GENERAL DYNAMICS CORP
-$27.0K
0
-100%
增持
IJR
ISHARES TR
-$25.0K
7,705
+0%
增持
AOR
ISHARES TR
+$24.0K
17,866
+4%
清仓
VFC
V F CORP
-$23.0K
0
-100%
增持
DGRE
WISDOMTREE TR
-$23.0K
29,686
+5%
增持
SYLD
CAMBRIA ETF TR
+$22.0K
678
+131%
减持
SE
SEA LTD
+$21.0K
1,236
-5%
增持
PG
PROCTER AND GAMBLE CO
+$19.0K
3,273
+0%
增持
SCHW
SCHWAB CHARLES CORP
+$19.0K
15,910
+2%
增持
AMAT
APPLIED MATLS INC
-$18.0K
1,390
+0%
建仓
IMOM
ALPHA ARCHITECT ETF TR
+$18.0K
529
清仓
SPIP
SPDR SER TR
-$17.0K
0
-100%
增持
T
AT&T INC
-$16.0K
10,870
+0%
增持
VWO
VANGUARD INTL EQUITY INDEX F
-$16.0K
3,466
+0%
减持
GLD
SPDR GOLD TR
-$16.0K
3,808
-2%
增持
KMX
CARMAX INC
-$15.0K
8,933
+1%
增持
ORCL
ORACLE CORP
+$15.0K
1,633
+0%
减持
—
WORLD GOLD TR
-$13.0K
5,400
-11%
增持
XLSR
SSGA ACTIVE TR
+$13.0K
9,980
+3%
清仓
DRN
DIREXION SHS ETF TR
-$12.0K
0
-100%
增持
XRAY
DENTSPLY SIRONA INC
-$12.0K
2,409
+0%
清仓
CMCSA
COMCAST CORP NEW
-$12.0K
0
-100%
增持
SPYM
SPDR SER TR
+$11.0K
20,417
+1%
清仓
SPSB
SPDR SER TR
-$11.0K
0
-100%
减持
FYC
FIRST TR EXCHANGE-TRADED ALP
-$11.0K
4,015
-1%
减持
RWJ
INVESCO EXCH TRADED FD TR II
-$11.0K
3,465
-1%
增持
GVAL
CAMBRIA ETF TR
+$10.0K
2,179
+24%
增持
BX
BLACKSTONE INC
+$10.0K
522
+1%
增持
LMT
LOCKHEED MARTIN CORP
-$9.0K
334
+1%
减持
—
AMC ENTMT HLDGS INC
-$9.0K
175
-40%
增持
GMOM
CAMBRIA ETF TR
-$9.0K
10,508
+0%
增持
TSN
TYSON FOODS INC
+$8.0K
1,422
+0%
减持
FYX
FIRST TR SML CP CORE ALPHA F
-$8.0K
3,014
-1%
减持
FVC
FIRST TR EXCHANGE-TRADED FD
-$8.0K
1,182
-14%
增持
WFC
WELLS FARGO CO NEW
+$7.0K
3,965
+0%
建仓
MLM
MARTIN MARIETTA MATLS INC
+$7.0K
20
减持
XSMO
INVESCO EXCHANGE TRADED FD T
-$7.0K
415
-22%
增持
CTSH
COGNIZANT TECHNOLOGY SOLUTIO
+$7.0K
1,810
+0%
建仓
VDE
VANGUARD WORLD FDS
+$6.0K
76
建仓
VAW
VANGUARD WORLD FDS
+$5.0K
26
增持
PEP
PEPSICO INC
+$5.0K
609
+2%
增持
EXC
EXELON CORP
+$5.0K
1,148
+1%
减持
WMT
WALMART INC
-$5.0K
6,046
-2%
建仓
VIS
VANGUARD WORLD FDS
+$5.0K
24
建仓
REGN
REGENERON PHARMACEUTICALS
+$5.0K
8
建仓
VFH
VANGUARD WORLD FDS
+$5.0K
57
减持
—
ETF SER SOLUTIONS
-$5.0K
19,622
-0%
增持
SPDW
SPDR INDEX SHS FDS
-$5.0K
28,029
+2%
增持
VTWO
VANGUARD SCOTTSDALE FDS
-$5.0K
1,368
+0%
建仓
VOX
VANGUARD WORLD FDS
+$5.0K
34
增持
HCA
HCA HEALTHCARE INC
+$5.0K
126
+1%
减持
AOM
ISHARES TR
-$5.0K
3,324
-3%
清仓
TQQQ
PROSHARES TR
-$4.0K
0
-100%
建仓
VCR
VANGUARD WORLD FDS
+$4.0K
14
增持
PFE
PFIZER INC
+$4.0K
932
+0%
增持
COP
CONOCOPHILLIPS
+$4.0K
398
+1%
增持
UNH
UNITEDHEALTH GROUP INC
+$4.0K
2,532
+2%
减持
QVMT
INVESCO EXCH TRADED FD TR II
-$4.0K
4,286
-1%
增持
REET
ISHARES TR
-$4.0K
7,824
+0%
增持
KSS
KOHLS CORP
-$4.0K
515
+1%
清仓
FAS
DIREXION SHS ETF TR
-$4.0K
0
-100%
建仓
VDC
VANGUARD WORLD FDS
+$3.0K
18
清仓
URTY
PROSHARES TR
-$3.0K
0
-100%
减持
UWM
PROSHARES TR
-$3.0K
298
-6%
增持
VLUE
ISHARES TR
-$3.0K
696
+0%
增持
VOE
VANGUARD INDEX FDS
+$3.0K
2,038
+1%
增持
SPMD
SPDR SER TR
+$3.0K
1,009
+7%
建仓
VPU
VANGUARD WORLD FDS
+$3.0K
22
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$3.0K
10,599
+1%
建仓
—
DIREXION SHS ETF TR
+$3.0K
116
增持
IVV
ISHARES TR
+$3.0K
291
+2%
减持
ESGU
ISHARES TR
-$2.0K
2,908
-0%
增持
INTC
INTEL CORP
-$2.0K
696
+0%
增持
VT
VANGUARD INTL EQUITY INDEX F
-$2.0K
933
+0%
增持
GAA
CAMBRIA ETF TR
-$2.0K
56,115
+2%
增持
PSX
PHILLIPS 66
-$2.0K
157
+1%
