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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
22Q4 调仓
2022-03-31 → 2022-12-31 · 共 150 项
建仓 14
增持 21
减持 28
清仓 87
方向
标的
Δ市值
现股数(环比)
清仓
TIP
ISHARES TR
-$10.7M
0
-100%
增持
SPTM
SPDR SER TR
-$7.8M
1,099,323
+2%
清仓
BNDW
VANGUARD SCOTTSDALE FDS
-$7.7M
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。
减持
VTI
VANGUARD INDEX FDS
-$7.3M
4,992
-86%
清仓
IEF
ISHARES TR
-$6.1M
0
-100%
清仓
GOVT
ISHARES TR
-$5.7M
0
-100%
清仓
BIV
VANGUARD BD INDEX FDS
-$5.1M
0
-100%
清仓
BSV
VANGUARD BD INDEX FDS
-$4.9M
0
-100%
建仓
MMTM
SPDR SER TR
+$4.4M
26,135
清仓
—
LEGG MASON ETF INVT TR
-$4.1M
0
-100%
增持
SSO
PROSHARES TR
+$3.9M
87,460
+17049%
增持
NTSX
WISDOMTREE TR
+$3.9M
124,635
+2551%
减持
VOO
VANGUARD INDEX FDS
-$3.2M
23,525
-15%
建仓
NTSI
WISDOMTREE TR
+$3.2M
99,327
减持
DGRO
ISHARES TR
-$2.9M
100,028
-32%
清仓
SHY
ISHARES TR
-$2.6M
0
-100%
减持
MTUM
ISHARES TR
-$2.3M
27,845
-27%
清仓
FBND
FIDELITY MERRIMACK STR TR
-$2.2M
0
-100%
清仓
MGK
VANGUARD WORLD FD
-$2.2M
0
-100%
清仓
BND
VANGUARD BD INDEX FDS
-$2.1M
0
-100%
减持
VEU
VANGUARD INTL EQUITY INDEX F
-$2.0M
5,581
-86%
减持
XSOE
WISDOMTREE TR
-$1.4M
24,433
-61%
减持
SMMV
ISHARES TR
-$1.4M
22,208
-61%
减持
UNP
UNION PAC CORP
-$1.3M
19,669
-1%
增持
VXUS
VANGUARD STAR FDS
+$1.3M
72,011
+79%
减持
VBK
VANGUARD INDEX FDS
-$1.3M
3,468
-57%
建仓
IVE
ISHARES TR
+$1.2M
8,318
减持
EFG
ISHARES TR
-$1.1M
9,737
-50%
减持
SPMO
INVESCO EXCH TRADED FD TR II
-$1.1M
43,952
-24%
减持
VFQY
VANGUARD WELLINGTON FD
-$1.1M
21,220
-25%
建仓
DIA
SPDR DOW JONES INDL AVERAGE
+$1.0M
3,094
减持
IMTM
ISHARES TR
-$1.0M
36,745
-39%
建仓
IJJ
ISHARES TR
+$1.0M
9,983
建仓
—
PROSHARES TR
+$970.3K
60,531
建仓
RWM
PROSHARES TR
+$965.8K
39,260
清仓
MEAR
ISHARES U S ETF TR
-$962.0K
0
-100%
建仓
DOG
PROSHARES TR
+$960.4K
28,815
建仓
NTSE
WISDOMTREE TR
+$948.3K
35,737
清仓
KKR
KKR & CO INC
-$942.0K
0
-100%
清仓
FMB
FIRST TR EXCH TRADED FD III
-$922.0K
0
-100%
清仓
MUB
ISHARES TR
-$921.0K
0
-100%
减持
VIGI
VANGUARD WHITEHALL FDS
-$890.1K
17,721
-34%
增持
SCZ
ISHARES TR
+$876.6K
15,768
+7200%
建仓
CALM
CAL MAINE FOODS INC
+$860.2K
15,798
清仓
SPAB
SPDR SER TR
-$747.0K
0
-100%
增持
MA
MASTERCARD INCORPORATED
+$722.6K
2,181
+2081%
建仓
—
SIMPLIFY EXCHANGE TRADED FUN
+$712.7K
38,639
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$707.6K
8,810
-9%
减持
V
VISA INC
-$683.8K
1,849
-62%
增持
BKNG
BOOKING HOLDINGS INC
+$614.9K
319
+2558%
增持
AMZN
AMAZON COM INC
-$604.3K
8,604
+2014%
增持
AAPL
APPLE INC
-$582.2K
13,190
+0%
减持
—
NORTHERN LTS FD TR IV
-$573.4K
28,650
-34%
清仓
—
ETF SER SOLUTIONS
-$549.0K
0
-100%
增持
IDMO
INVESCO EXCH TRADED FD TR II
+$525.5K
17,420
+2226%
增持
GOOG
ALPHABET INC
-$408.6K
9,054
+1986%
增持
DBC
INVESCO DB COMMDY INDX TRCK
+$406.1K
17,692
+1436%
建仓
AGZD
WISDOMTREE TR
+$403.4K
9,283
清仓
FV
FIRST TR EXCHANGE-TRADED FD
-$388.0K
0
-100%
增持
MSFT
MICROSOFT CORP
-$381.5K
6,002
+2%
增持
TSLA
TESLA INC
-$378.8K
1,723
+214%
增持
GLD
SPDR GOLD TR
+$376.5K
2,638
+575%
减持
AOR
ISHARES TR
-$364.0K
14,843
-25%
增持
GMOM
CAMBRIA ETF TR
+$360.4K
21,164
+185%
增持
META
META PLATFORMS INC
-$351.8K
5,262
+19%
清仓
TLT
ISHARES TR
-$319.0K
0
-100%
清仓
AOK
ISHARES TR
-$312.0K
0
-100%
减持
ACWV
ISHARES INC
-$288.2K
17,331
-6%
增持
KMX
CARMAX INC
-$283.1K
9,688
+7%
清仓
IAGG
ISHARES TR
-$281.0K
0
-100%
清仓
IVV
ISHARES TR
-$271.0K
0
-100%
减持
SPSM
SPDR SER TR
-$260.8K
12,096
-28%
减持
SPGM
SPDR INDEX SHS FDS
-$250.9K
11,647
-20%
减持
DGRE
WISDOMTREE TR
-$247.3K
28,740
-13%
清仓
REET
ISHARES TR
-$247.0K
0
-100%
增持
SPYM
SPDR SER TR
+$230.6K
28,648
+44%
建仓
—
PROSHARES TR
+$214.3K
14,557
建仓
QPX
ADVISORSHARES TR
+$209.8K
9,920
清仓
ROK
ROCKWELL AUTOMATION INC
-$196.0K
0
-100%
清仓
WFC
WELLS FARGO CO NEW
-$194.0K
0
-100%
清仓
AMAT
APPLIED MATLS INC
-$184.0K
0
-100%
清仓
QVMT
INVESCO EXCH TRADED FD TR II
-$175.0K
0
-100%
减持
IJR
ISHARES TR
-$174.8K
6,068
-13%
清仓
HYD
VANECK ETF TRUST
-$163.0K
0
-100%
清仓
CTSH
COGNIZANT TECHNOLOGY SOLUTIO
-$163.0K
0
-100%
清仓
EFV
ISHARES TR
-$156.0K
0
-100%
清仓
IBM
INTERNATIONAL BUSINESS MACHS
-$152.0K
0
-100%
清仓
LMT
LOCKHEED MARTIN CORP
-$150.0K
0
-100%
清仓
DKL
DELEK LOGISTICS PARTNERS LP
-$149.0K
0
-100%
清仓
—
DCP MIDSTREAM LP
-$148.0K
0
-100%
减持
XLSR
SSGA ACTIVE TR
-$145.5K
9,316
-17%
清仓
AOM
ISHARES TR
-$143.0K
0
-100%
减持
SPDW
SPDR INDEX SHS FDS
-$142.9K
28,061
-1%
清仓
GOOGL
ALPHABET INC
-$139.0K
0
-100%
清仓
AOA
ISHARES TR
-$139.0K
0
-100%
清仓
ORCL
ORACLE CORP
-$136.0K
0
-100%
清仓
—
NORTHERN LTS FD TR IV
-$136.0K
0
-100%
清仓
RWJ
INVESCO EXCH TRADED FD TR II
-$133.0K
0
-100%
清仓
SPTL
SPDR SER TR
-$133.0K
0
-100%
清仓
QQQ
INVESCO QQQ TR
-$132.0K
0
-100%
清仓
TSN
TYSON FOODS INC
-$128.0K
0
-100%
清仓
—
WORLD GOLD TR
-$127.0K
0
-100%
清仓
DE
DEERE & CO
-$125.0K
0
-100%
清仓
XRAY
DENTSPLY SIRONA INC
-$119.0K
0
-100%
增持
GAA
CAMBRIA ETF TR
-$115.3K
60,105
+3%
减持
UNH
UNITEDHEALTH GROUP INC
-$113.1K
1,939
-13%
清仓
RIGS
ALPS ETF TR
-$111.0K
0
-100%
清仓
—
VMWARE INC
-$111.0K
0
-100%
清仓
DELL
DELL TECHNOLOGIES INC
-$111.0K
0
-100%
清仓
VGSH
VANGUARD SCOTTSDALE FDS
-$108.0K
0
-100%
清仓
XLY
SELECT SECTOR SPDR TR
-$107.0K
0
-100%
清仓
—
CRESTWOOD EQUITY PARTNERS LP
-$107.0K
0
-100%
清仓
PEP
PEPSICO INC
-$102.0K
0
-100%
清仓
AGGY
WISDOMTREE TR
-$101.0K
0
-100%
清仓
DIS
DISNEY WALT CO
-$100.0K
0
-100%
清仓
ALL
ALLSTATE CORP
-$92.0K
0
-100%
清仓
COST
COSTCO WHSL CORP NEW
-$87.0K
0
-100%
清仓
USAC
USA COMPRESSION PARTNERS LP
-$87.0K
0
-100%
清仓
VWO
VANGUARD INTL EQUITY INDEX F
-$86.0K
0
-100%
清仓
LNN
LINDSAY CORP
-$83.0K
0
-100%
增持
HD
HOME DEPOT INC
+$82.2K
754
+45%
清仓
XLE
SELECT SECTOR SPDR TR
-$82.0K
0
-100%
清仓
DFAC
DIMENSIONAL ETF TRUST
-$82.0K
0
-100%
清仓
TRMB
TRIMBLE INC
-$79.0K
0
-100%
清仓
VIG
VANGUARD SPECIALIZED FUNDS
-$76.0K
0
-100%
清仓
VZ
VERIZON COMMUNICATIONS INC
-$76.0K
0
-100%
清仓
PSCH
INVESCO EXCH TRADED FD TR II
-$75.0K
0
-100%
清仓
ET
ENERGY TRANSFER L P
-$72.0K
0
-100%
清仓
IUSB
ISHARES TR
-$70.0K
0
-100%
清仓
EDV
VANGUARD WORLD FD
-$68.0K
0
-100%
清仓
BX
BLACKSTONE INC
-$68.0K
0
-100%
清仓
SCHA
SCHWAB STRATEGIC TR
-$66.0K
0
-100%
清仓
SPY
SPDR S&P 500 ETF TR
-$64.0K
0
-100%
清仓
SYLD
CAMBRIA ETF TR
-$61.0K
0
-100%
清仓
SCHP
SCHWAB STRATEGIC TR
-$59.0K
0
-100%
清仓
VLUE
ISHARES TR
-$59.0K
0
-100%
清仓
NEE
NEXTERA ENERGY INC
-$58.0K
0
-100%
清仓
VT
VANGUARD INTL EQUITY INDEX F
-$58.0K
0
-100%
清仓
ISCF
ISHARES TR
-$58.0K
0
-100%
清仓
JPIN
J P MORGAN EXCHANGE-TRADED F
-$58.0K
0
-100%
清仓
CATH
GLOBAL X FDS
-$57.0K
0
-100%
清仓
CAT
CATERPILLAR INC
-$57.0K
0
-100%
减持
T
AT&T INC
-$56.8K
10,494
-1%
清仓
EXC
EXELON CORP
-$56.0K
0
-100%
清仓
GAL
SSGA ACTIVE ETF TR
-$56.0K
0
-100%
清仓
AXP
AMERICAN EXPRESS CO
-$56.0K
0
-100%
清仓
FALN
ISHARES TR
-$55.0K
0
-100%
减持
VLU
SPDR SER TR
-$53.2K
1,444
-12%
清仓
MS
MORGAN STANLEY
-$53.0K
0
-100%
清仓
VIOV
VANGUARD ADMIRAL FDS INC
-$52.0K
0
-100%
