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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
24Q2 调仓
2024-03-31 → 2024-06-30 · 共 98 项
建仓 3
增持 66
减持 26
清仓 3
方向
标的
Δ市值
现股数(环比)
增持
SPTM
SPDR SER TR
+$4.4M
1,489,700
+1%
建仓
UBER
UBER TECHNOLOGIES INC
+$1.3M
17,620
增持
NTSX
WISDOMTREE TR
+$1.2M
437,765
+3%
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。
清仓
UNH
UNITEDHEALTH GROUP INC
-$1.1M
0
-100%
增持
TFLO
ISHARES TR
+$700.0K
53,079
+35%
增持
BIL
SPDR SER TR
+$669.6K
55,067
+15%
增持
VXUS
VANGUARD STAR FDS
+$662.3K
238,877
+5%
增持
AAPL
APPLE INC
+$575.2K
13,870
+1%
增持
VOO
VANGUARD INDEX FDS
+$542.0K
23,206
+1%
减持
USFR
WISDOMTREE TR
-$449.4K
43,141
-17%
增持
UNP
UNION PAC CORP
-$321.8K
19,455
+1%
增持
VTI
VANGUARD INDEX FDS
+$314.1K
35,030
+1%
增持
GOOG
ALPHABET INC
+$312.7K
9,661
+1%
减持
SPMO
INVESCO EXCH TRADED FD TR II
+$283.8K
46,446
-1%
增持
GLD
SPDR GOLD TR
+$274.7K
8,928
+12%
增持
QQQ
INVESCO QQQ TR
+$266.7K
3,435
+11%
增持
MMTM
SPDR SER TR
+$260.3K
17,044
+1%
增持
MTUM
ISHARES TR
+$258.8K
20,868
+3%
增持
DBMF
LITMAN GREGORY FDS TR
+$247.0K
144,867
+1%
增持
MSFT
MICROSOFT CORP
+$241.4K
5,847
+4%
增持
SGOV
ISHARES TR
+$239.8K
52,041
+5%
增持
RSST
TIDAL TR II
+$223.4K
178,527
+0%
建仓
MGK
VANGUARD WORLD FD
+$214.9K
684
清仓
ROK
ROCKWELL AUTOMATION INC
-$203.9K
0
-100%
建仓
FV
FIRST TR EXCHANGE-TRADED FD
+$200.1K
3,494
增持
SLV
ISHARES SILVER TR
+$188.5K
46,511
+1%
增持
KMX
CARMAX INC
-$185.7K
16,978
+3%
清仓
T
AT&T INC
-$184.0K
0
-100%
增持
WMT
WALMART INC
+$180.8K
21,702
+1%
增持
MUB
ISHARES TR
+$164.7K
16,090
+12%
减持
PGRO
PUTNAM ETF TRUST
+$162.9K
68,655
-1%
增持
AMZN
AMAZON COM INC
+$150.5K
10,413
+1%
减持
NTSI
WISDOMTREE TR
-$150.0K
213,443
-0%
增持
UGA
UNITED STS GASOLINE FD LP
+$125.5K
12,678
+23%
增持
DGRO
ISHARES TR
+$114.3K
91,050
+3%
增持
NTSE
WISDOMTREE TR
+$114.2K
62,020
+2%
增持
EPP
ISHARES INC
+$102.3K
18,807
+14%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$95.2K
9,547
+1%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$94.7K
4,958
+17%
增持
IJR
ISHARES TR
+$90.2K
6,257
+20%
减持
SSO
PROSHARES TR
+$83.8K
25,083
-2%
增持
KKR
KKR & CO INC
+$83.6K
13,548
+2%
增持
QPX
ADVISORSHARES TR
+$82.6K
65,582
+0%
增持
SPY
SPDR S&P 500 ETF TR
+$77.8K
842
+16%
增持
META
META PLATFORMS INC
+$76.3K
3,669
+0%
减持
FLOT
ISHARES TR
-$69.4K
15,437
-8%
增持
MA
MASTERCARD INCORPORATED
-$66.1K
2,849
+4%
增持
VIGI
VANGUARD WHITEHALL FDS
+$62.4K
15,771
+5%
增持
RSSB
TIDAL TR II
+$58.7K
78,121
+2%
增持
DELL
DELL TECHNOLOGIES INC
+$56.4K
2,334
+0%
增持
SCHW
SCHWAB CHARLES CORP
+$52.0K
19,063
+2%
减持
SPYM
SPDR SER TR
+$47.8K
24,291
-1%
增持
ILF
ISHARES TR
+$47.1K
30,452
+23%
增持
AMAT
APPLIED MATLS INC
+$42.7K
1,420
+0%
增持
VFQY
VANGUARD WELLINGTON FD
-$41.8K
24,014
+1%
减持
GDX
VANECK ETF TRUST
+$41.5K
18,989
-0%
增持
FMF
FIRST TR EXCHANGE-TRADED FD
+$38.2K
15,987
+9%
增持
VEU
VANGUARD INTL EQUITY INDEX F
+$37.6K
50,010
+1%
增持
DGRE
WISDOMTREE TR
+$36.3K
34,974
+1%
增持
GAA
CAMBRIA ETF TR
+$36.0K
53,610
+4%
减持
ITOT
ISHARES TR
+$32.5K
11,492
-1%
减持
ESGU
ISHARES TR
-$31.0K
2,163
-14%
减持
IVE
ISHARES TR
-$30.8K
5,017
-1%
增持
BNDW
VANGUARD SCOTTSDALE FDS
-$27.8K
56,343
+0%
增持
ORCL
ORACLE CORP
+$27.3K
1,702
+0%
减持
VOE
VANGUARD INDEX FDS
-$24.1K
2,880
-2%
增持
IQLT
ISHARES TR
+$23.5K
52,935
+3%
增持
IMTM
ISHARES TR
+$22.4K
26,462
+4%
减持
PFIX
SIMPLIFY EXCHANGE TRADED FUN
+$22.0K
14,940
-3%
减持
SPEM
SPDR INDEX SHS FDS
+$21.9K
16,266
-0%
减持
CGGR
CAPITAL GROUP GROWTH ETF
+$20.6K
29,884
-1%
减持
JMOM
J P MORGAN EXCHANGE TRADED F
+$19.8K
22,105
-0%
增持
IJJ
ISHARES TR
-$19.7K
4,281
+0%
减持
SPDW
SPDR INDEX SHS FDS
-$19.1K
20,096
-1%
增持
TAIL
CAMBRIA ETF TR
+$17.7K
105,518
+6%
增持
PG
PROCTER AND GAMBLE CO
+$16.8K
3,260
+2%
增持
ABBV
ABBVIE INC
-$16.4K
1,584
+0%
增持
QVMT
INVESCO EXCH TRADED FD TR II
-$13.9K
7,877
+0%
增持
—
PUTNAM ETF TRUST
+$13.9K
7,506
+4%
增持
FBND
FIDELITY MERRIMACK STR TR
+$13.7K
32,979
+2%
增持
SPGM
SPDR INDEX SHS FDS
+$13.2K
10,231
+0%
增持
TUA
SIMPLIFY EXCHANGE TRADED FUN
+$12.7K
15,557
+7%
减持
CGGO
CAPITAL GROUP GBL GROWTH EQT
+$11.1K
34,559
-1%
减持
GMOM
CAMBRIA ETF TR
-$9.6K
8,383
-2%
增持
SPSM
SPDR SER TR
-$8.2K
5,570
+0%
减持
RSBT
TIDAL TR II
+$7.6K
57,936
-0%
增持
ACWV
ISHARES INC
+$7.5K
11,524
+1%
增持
WFC
WELLS FARGO CO NEW
+$7.4K
4,231
+1%
减持
TSLA
TESLA INC
+$5.0K
2,071
-10%
增持
AGG
ISHARES TR
+$4.3K
650,598
+1%
减持
VLU
SPDR SER TR
-$4.1K
1,198
-0%
减持
BIV
VANGUARD BD INDEX FDS
-$3.7K
3,294
-1%
减持
CGDV
CAPITAL GROUP DIVIDEND VALUE
+$2.9K
31,165
-1%
减持
SPAB
SPDR SER TR
-$2.5K
9,984
-0%
减持
USMV
ISHARES TR
-$1.9K
5,623
-1%
增持
TYA
SIMPLIFY EXCHANGE TRADED FUN
-$1.6K
18,146
+2%
增持
MUNI
PIMCO ETF TR
-$820
5,902
+1%
增持
IDMO
INVESCO EXCH TRADED FD TR II
+$95
56,057
+2%
