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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
22Q1 调仓
2021-12-31 → 2022-03-31 · 共 150 项
建仓 22
增持 46
减持 60
清仓 22
方向
标的
Δ市值
现股数(环比)
建仓
TIP
ISHARES TR
+$10.7M
86,159
减持
TLT
ISHARES TR
-$9.9M
2,417
-97%
增持
SPTM
SPDR SER TR
+$8.2M
1,076,335
+22%
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
VTI
VANGUARD INDEX FDS
-$6.8M
36,079
-42%
增持
GOVT
ISHARES TR
+$5.5M
227,956
+3876%
建仓
BSV
VANGUARD BD INDEX FDS
+$4.9M
63,421
建仓
VFQY
VANGUARD WELLINGTON FD
+$3.3M
28,242
减持
VEU
VANGUARD INTL EQUITY INDEX F
-$2.9M
39,873
-53%
减持
VOO
VANGUARD INDEX FDS
-$2.9M
27,520
-16%
增持
IEF
ISHARES TR
+$2.5M
56,626
+84%
增持
MGK
VANGUARD WORLD FD
+$2.0M
9,355
+1502%
增持
SHY
ISHARES TR
+$1.4M
31,100
+119%
减持
PGX
INVESCO EXCH TRADED FD TR II
-$820.0K
1,797
-97%
减持
CWB
SPDR SER TR
-$771.0K
2
-100%
减持
CCD
CALAMOS DYNAMIC CONV & INCOM
-$764.0K
5
-100%
减持
DGRO
ISHARES TR
-$674.0K
147,411
-4%
减持
DBC
INVESCO DB COMMDY INDX TRCK
-$656.0K
1,152
-97%
减持
MSFT
MICROSOFT CORP
-$642.0K
5,905
-19%
减持
VNQ
VANGUARD INDEX FDS
-$634.0K
145
-97%
减持
VGK
VANGUARD INTL EQUITY INDEX F
-$612.0K
71
-99%
减持
QQQ
INVESCO QQQ TR
-$599.0K
365
-80%
减持
SPY
SPDR S&P 500 ETF TR
-$591.0K
142
-90%
减持
META
META PLATFORMS INC
-$529.0K
4,430
-2%
减持
GOOG
ALPHABET INC
-$492.0K
434
-26%
减持
AAPL
APPLE INC
-$442.0K
13,151
-15%
增持
BIV
VANGUARD BD INDEX FDS
+$440.0K
62,550
+17%
增持
VXUS
VANGUARD STAR FDS
+$437.0K
40,342
+30%
减持
—
SMARTSHEET INC
-$375.0K
181
-96%
减持
AMZN
AMAZON COM INC
-$360.0K
407
-20%
减持
ACWV
ISHARES INC
-$345.0K
18,457
-12%
减持
FV
FIRST TR EXCHANGE-TRADED FD
-$340.0K
8,135
-45%
清仓
NOW
SERVICENOW INC
-$339.0K
0
-100%
减持
GOOGL
ALPHABET INC
-$327.0K
50
-69%
清仓
ROKU
ROKU INC
-$311.0K
0
-100%
减持
PYPL
PAYPAL HLDGS INC
-$309.0K
24
-99%
清仓
CRM
SALESFORCE COM INC
-$304.0K
0
-100%
增持
FMB
FIRST TR EXCH TRADED FD III
+$302.0K
17,370
+60%
清仓
DT
DYNATRACE INC
-$302.0K
0
-100%
清仓
FYC
FIRST TR EXCHANGE-TRADED ALP
-$296.0K
0
-100%
减持
MELI
MERCADOLIBRE INC
-$293.0K
3
-99%
减持
RWJ
INVESCO EXCH TRADED FD TR II
-$291.0K
1,106
-68%
清仓
FYX
FIRST TR SML CP CORE ALPHA F
-$290.0K
0
-100%
清仓
RWK
INVESCO EXCH TRADED FD TR II
-$288.0K
0
-100%
清仓
CHTR
CHARTER COMMUNICATIONS INC N
-$287.0K
0
-100%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$285.0K
9,715
-8%
增持
KMX
CARMAX INC
-$278.0K
9,047
+2%
清仓
SHOP
SHOPIFY INC
-$278.0K
0
-100%
减持
V
VISA INC
-$272.0K
4,817
-22%
减持
—
ATLASSIAN CORP PLC
-$272.0K
40
-95%
清仓
SNOW
SNOWFLAKE INC
-$271.0K
0
-100%
清仓
AGG
ISHARES TR
-$263.0K
0
-100%
增持
MUB
ISHARES TR
+$263.0K
8,401
+49%
清仓
SE
SEA LTD
-$260.0K
0
-100%
增持
BNDW
VANGUARD SCOTTSDALE FDS
-$257.0K
103,784
+2%
增持
KKR
KKR & CO INC
-$253.0K
16,117
+0%
减持
UNP
UNION PAC CORP
+$246.0K
19,811
-3%
清仓
SQ
BLOCK INC
-$224.0K
0
-100%
减持
SPAB
SPDR SER TR
-$221.0K
26,865
-18%
减持
SCHW
SCHWAB CHARLES CORP
-$215.0K
13,049
-17%
增持
XSOE
WISDOMTREE TR
+$215.0K
62,524
+26%
增持
SPMO
INVESCO EXCH TRADED FD TR II
-$193.0K
58,101
+0%
增持
FBND
FIDELITY MERRIMACK STR TR
+$182.0K
44,662
+16%
减持
SPGM
SPDR INDEX SHS FDS
-$179.0K
14,490
-14%
减持
IAGG
ISHARES TR
-$172.0K
5,399
-35%
减持
SCZ
ISHARES TR
-$160.0K
216
-91%
增持
WMT
WALMART INC
+$145.0K
6,849
+13%
增持
MTUM
ISHARES TR
-$132.0K
37,906
+6%
减持
UNH
UNITEDHEALTH GROUP INC
-$129.0K
2,238
-11%
清仓
VTWO
VANGUARD SCOTTSDALE FDS
-$124.0K
0
-100%
增持
EFG
ISHARES TR
-$117.0K
19,569
+8%
减持
—
ETF SER SOLUTIONS
-$116.0K
17,449
-10%
减持
AOK
ISHARES TR
-$115.0K
8,283
-22%
减持
IJR
ISHARES TR
-$114.0K
6,939
-8%
减持
HYD
VANECK ETF TRUST
-$111.0K
2,846
-35%
减持
RIGS
ALPS ETF TR
-$109.0K
4,693
-48%
建仓
—
CRESTWOOD EQUITY PARTNERS LP
+$107.0K
3,589
减持
SSO
PROSHARES TR
-$106.0K
510
-46%
清仓
—
OASIS MIDSTREAM PARTNERS LP
-$99.0K
0
-100%
清仓
—
WISDOMTREE TR
-$83.0K
0
-100%
增持
VBK
VANGUARD INDEX FDS
+$81.0K
8,060
+18%
减持
LQD
ISHARES TR
-$80.0K
108
-85%
增持
—
NORTHERN LTS FD TR IV
-$78.0K
43,499
+0%
减持
GMOM
CAMBRIA ETF TR
-$75.0K
7,424
-29%
建仓
IUSB
ISHARES TR
+$70.0K
1,417
减持
VWO
VANGUARD INTL EQUITY INDEX F
-$70.0K
1,870
-41%
增持
EFV
ISHARES TR
+$68.0K
3,097
+78%
建仓
EDV
VANGUARD WORLD FD
+$68.0K
561
减持
SPYM
SPDR SER TR
-$62.0K
19,921
-1%
增持
IMTM
ISHARES TR
+$60.0K
60,507
+10%
建仓
SCHP
SCHWAB STRATEGIC TR
+$59.0K
972
增持
GAA
CAMBRIA ETF TR
-$56.0K
58,636
+2%
增持
IVV
ISHARES TR
+$55.0K
597
+31%
减持
FTEC
FIDELITY COVINGTON TRUST
-$53.0K
161
-70%
增持
NTSX
WISDOMTREE TR
+$48.0K
4,701
+46%
增持
—
LEGG MASON ETF INVT TR
+$48.0K
180,534
+16%
增持
IQLT
ISHARES TR
+$46.0K
61,946
+9%
清仓
—
BARCLAYS BANK PLC
-$46.0K
0
-100%
增持
FALN
ISHARES TR
+$41.0K
1,994
+313%
建仓
IYW
ISHARES TR
+$41.0K
395
增持
XLE
SELECT SECTOR SPDR TR
+$39.0K
1,068
+38%
减持
IHI
ISHARES TR
-$38.0K
66
-90%
建仓
—
ACTIVISION BLIZZARD INC
+$38.0K
474
减持
MRNA
MODERNA INC
-$35.0K
44
-74%
增持
AMAT
APPLIED MATLS INC
-$35.0K
1,395
+0%
增持
VIGI
VANGUARD WHITEHALL FDS
-$35.0K
26,873
+6%
增持
ESGU
ISHARES TR
+$34.0K
3,472
+18%
建仓
IAU
ISHARES GOLD TR
+$34.0K
926
增持
SMMV
ISHARES TR
+$33.0K
57,386
+7%
建仓
FNDX
SCHWAB STRATEGIC TR
+$32.0K
542
增持
PG
PROCTER AND GAMBLE CO
-$32.0K
3,303
+1%
减持
HYLB
DBX ETF TR
-$31.0K
680
-53%
减持
FVC
FIRST TR EXCHANGE-TRADED FD
-$31.0K
375
-68%
建仓
IXG
ISHARES TR
+$31.0K
395
增持
LMT
LOCKHEED MARTIN CORP
+$30.0K
339
+1%
建仓
PDBC
INVESCO ACTIVLY MANGD ETC FD
+$30.0K
1,715
建仓
SCHZ
SCHWAB STRATEGIC TR
+$30.0K
602
减持
—
WORLD GOLD TR
+$29.0K
3,289
-39%
减持
SCHJ
SCHWAB STRATEGIC TR
-$28.0K
847
-38%
增持
DE
DEERE & CO
+$28.0K
301
+6%
增持
DGRE
WISDOMTREE TR
-$27.0K
32,974
+6%
减持
BA
BOEING CO
-$26.0K
50
-72%
建仓
RIO
RIO TINTO PLC
+$26.0K
329
清仓
—
CANADIAN PAC RY LTD
-$26.0K
0
-100%
建仓
IDMO
INVESCO EXCH TRADED FD TR II
+$26.0K
749
增持
SCHA
SCHWAB STRATEGIC TR
+$25.0K
1,403
+249%
建仓
—
HEALTHCARE TR AMER INC
+$24.0K
750
增持
SPDW
SPDR INDEX SHS FDS
-$24.0K
28,463
+4%
减持
AGGY
WISDOMTREE TR
-$24.0K
2,111
-13%
减持
SPTL
SPDR SER TR
-$24.0K
3,527
-5%
清仓
IGLB
ISHARES TR
-$22.0K
0
-100%
建仓
BBDC
BARINGS BDC INC
+$22.0K
2,160
增持
BND
VANGUARD BD INDEX FDS
-$21.0K
26,015
+5%
建仓
FF
FUTUREFUEL CORP
+$21.0K
2,200
减持
VZ
VERIZON COMMUNICATIONS INC
-$20.0K
1,491
-20%
清仓
IGSB
ISHARES TR
-$19.0K
0
-100%
增持
COMT
ISHARES U S ETF TR
+$19.0K
610
+284%
减持
AMR
ALPHA METALLURGICAL RESOUR I
+$18.0K
275
-6%
清仓
SPLB
SPDR SER TR
-$18.0K
0
-100%
减持
T
AT&T INC
-$18.0K
10,597
-3%
建仓
TIPX
SPDR SER TR
+$18.0K
855
建仓
EQAL
INVESCO EXCH TRADED FD TR II
+$18.0K
385
建仓
TLH
ISHARES TR
+$18.0K
137
减持
SPIB
SPDR SER TR
-$18.0K
1,142
-27%
清仓
SPIP
SPDR SER TR
-$18.0K
0
-100%
增持
ITOT
ISHARES TR
-$18.0K
3,540
+1%
增持
AOR
ISHARES TR
+$17.0K
19,710
+7%
减持
VLUE
ISHARES TR
-$17.0K
564
-19%
增持
INFY
INFOSYS LTD
+$16.0K
1,056
+160%
增持
XRAY
DENTSPLY SIRONA INC
-$16.0K
2,417
+0%
增持
SYLD
CAMBRIA ETF TR
+$16.0K
961
+37%
