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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
24Q3 调仓
2024-06-30 → 2024-09-30 · 共 102 项
建仓 6
增持 56
减持 37
清仓 3
方向
标的
Δ市值
现股数(环比)
增持
SPTM
SPDR SER TR
+$6.6M
1,504,758
+1%
建仓
TLT
ISHARES TR
+$5.3M
54,513
减持
VOO
VANGUARD INDEX FDS
-$3.7M
14,956
-36%
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
AGG
ISHARES TR
+$3.3M
656,494
+1%
增持
VXUS
VANGUARD STAR FDS
+$1.4M
243,582
+2%
清仓
UBER
UBER TECHNOLOGIES INC
-$1.3M
0
-100%
建仓
ELV
ELEVANCE HEALTH INC
+$1.2M
2,380
减持
NTSX
WISDOMTREE TR
+$959.6K
429,492
-2%
建仓
VCSH
VANGUARD SCOTTSDALE FDS
+$860.3K
10,832
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$655.1K
9,862
+3%
增持
FBND
FIDELITY MERRIMACK STR TR
+$579.4K
44,097
+34%
减持
USFR
WISDOMTREE TR
-$555.9K
32,148
-25%
减持
NTSI
WISDOMTREE TR
+$517.0K
211,247
-1%
增持
DGRO
ISHARES TR
+$512.8K
91,852
+1%
增持
GLD
SPDR GOLD TR
+$477.7K
9,863
+10%
增持
BNDW
VANGUARD SCOTTSDALE FDS
+$457.2K
60,736
+8%
减持
VTI
VANGUARD INDEX FDS
+$442.5K
34,657
-1%
增持
VEU
VANGUARD INTL EQUITY INDEX F
+$431.7K
53,401
+7%
增持
RSBT
TIDAL TR II
+$338.5K
76,949
+33%
增持
TFLO
ISHARES TR
+$330.4K
59,672
+12%
增持
AAPL
APPLE INC
+$326.3K
13,938
+0%
增持
WMT
WALMART INC
+$294.0K
21,839
+1%
减持
DBMF
LITMAN GREGORY FDS TR
-$289.7K
144,508
-0%
增持
MTUM
ISHARES TR
+$274.4K
21,409
+3%
减持
UNP
UNION PAC CORP
+$242.9K
18,845
-3%
增持
GDX
VANECK ETF TRUST
+$227.4K
21,890
+15%
建仓
IVV
ISHARES TR
+$219.8K
381
清仓
MGK
VANGUARD WORLD FD
-$214.9K
0
-100%
增持
RSSB
TIDAL TR II
+$214.5K
79,538
+2%
建仓
LMT
LOCKHEED MARTIN CORP
+$214.3K
367
建仓
IWM
ISHARES TR
+$204.6K
926
增持
SSO
PROSHARES TR
+$203.2K
25,231
+1%
增持
IDMO
INVESCO EXCH TRADED FD TR II
+$197.4K
59,710
+7%
增持
SPMO
INVESCO EXCH TRADED FD TR II
+$189.6K
46,908
+1%
增持
MA
MASTERCARD INCORPORATED
+$176.1K
2,902
+2%
增持
NTSE
WISDOMTREE TR
+$172.0K
62,113
+0%
增持
SGOV
ISHARES TR
+$166.7K
53,691
+3%
增持
VIGI
VANGUARD WHITEHALL FDS
+$165.7K
16,398
+4%
减持
KKR
KKR & CO INC
+$164.2K
12,176
-10%
增持
MMTM
SPDR SER TR
+$162.5K
17,087
+0%
增持
TAIL
CAMBRIA ETF TR
+$161.3K
114,876
+9%
增持
CGDV
CAPITAL GROUP DIVIDEND VALUE
+$155.8K
32,499
+4%
增持
PGRO
PUTNAM ETF TRUST
+$153.1K
71,809
+5%
减持
UGA
UNITED STS GASOLINE FD LP
-$152.7K
12,054
-5%
增持
SLV
ISHARES SILVER TR
+$136.3K
48,297
+4%
增持
IQLT
ISHARES TR
+$129.2K
52,937
+0%
增持
IVE
ISHARES TR
+$119.9K
5,239
+4%
增持
GOOG
ALPHABET INC
-$113.9K
9,917
+3%
增持
SCHW
SCHWAB CHARLES CORP
-$109.2K
19,991
+5%
减持
VFQY
VANGUARD WELLINGTON FD
+$108.4K
23,296
-3%
增持
KMX
CARMAX INC
+$107.3K
17,478
+3%
减持
FMF
FIRST TR EXCHANGE-TRADED FD
-$102.4K
14,224
-11%
减持
QPX
ADVISORSHARES TR
+$99.0K
65,490
-0%
增持
RSST
TIDAL TR II
+$98.7K
182,629
+2%
增持
CGGR
CAPITAL GROUP GROWTH ETF
+$97.6K
31,057
+4%
增持
IJR
ISHARES TR
+$82.4K
6,410
+2%
减持
META
META PLATFORMS INC
+$80.3K
3,372
-8%
减持
MUB
ISHARES TR
-$75.2K
15,090
-6%
增持
IMTM
ISHARES TR
+$73.5K
27,175
+3%
减持
TSLA
TESLA INC
+$69.5K
1,832
-12%
增持
PFIX
SIMPLIFY EXCHANGE TRADED FUN
-$69.0K
15,707
+5%
减持
ITOT
ISHARES TR
+$64.1K
11,376
-1%
减持
QQQ
INVESCO QQQ TR
-$62.3K
3,245
-6%
增持
AMZN
AMAZON COM INC
-$60.9K
10,473
+1%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$58.0K
1,179
+1%
增持
ABBV
ABBVIE INC
+$51.8K
1,638
+3%
增持
VOE
VANGUARD INDEX FDS
+$51.6K
2,892
+0%
增持
ORCL
ORACLE CORP
+$50.5K
1,707
+0%
增持
TUA
SIMPLIFY EXCHANGE TRADED FUN
+$49.8K
16,595
+7%
增持
HD
HOME DEPOT INC
+$47.6K
758
+1%
增持
AMAT
APPLIED MATLS INC
-$47.6K
1,423
+0%
增持
DELL
DELL TECHNOLOGIES INC
-$44.1K
2,343
+0%
增持
USMV
ISHARES TR
+$42.0K
5,630
+0%
减持
SPDW
SPDR INDEX SHS FDS
+$40.7K
19,852
-1%
减持
SPEM
SPDR INDEX SHS FDS
+$34.2K
15,672
-4%
增持
MSFT
MICROSOFT CORP
-$33.6K
5,995
+3%
增持
CGGO
CAPITAL GROUP GBL GROWTH EQT
+$31.6K
34,793
+1%
减持
DGRE
WISDOMTREE TR
+$29.4K
34,320
-2%
增持
BIL
SPDR SER TR
+$28.4K
55,358
+1%
减持
GAA
CAMBRIA ETF TR
+$26.7K
52,284
-2%
减持
SPYM
SPDR SER TR
+$26.7K
23,424
-4%
增持
TYA
SIMPLIFY EXCHANGE TRADED FUN
+$25.9K
18,157
+0%
减持
JMOM
J P MORGAN EXCHANGE TRADED F
+$23.3K
21,146
-4%
减持
EPP
ISHARES INC
+$22.5K
17,018
-10%
减持
FLOT
ISHARES TR
-$22.2K
15,018
-3%
减持
PG
PROCTER AND GAMBLE CO
+$18.5K
3,211
-2%
减持
ILF
ISHARES TR
+$17.9K
29,793
-2%
增持
QVMT
INVESCO EXCH TRADED FD TR II
+$17.0K
7,916
+0%
减持
RSP
INVESCO EXCHANGE TRADED FD T
-$16.2K
4,456
-10%
减持
MUNI
PIMCO ETF TR
-$16.1K
5,495
-7%
减持
SPAB
SPDR SER TR
-$15.2K
9,001
-10%
增持
VLU
SPDR SER TR
+$15.0K
1,199
+0%
增持
BIV
VANGUARD BD INDEX FDS
+$14.1K
3,328
+1%
减持
SPSM
SPDR SER TR
+$12.4K
5,355
-4%
增持
WFC
WELLS FARGO CO NEW
-$10.7K
4,258
+1%
减持
SPGM
SPDR INDEX SHS FDS
+$9.0K
9,740
-5%
减持
GMOM
CAMBRIA ETF TR
+$7.8K
8,340
-1%
减持
SPY
SPDR S&P 500 ETF TR
-$7.7K
785
-7%
清仓
—
BRAINSTORM CELL THERAPEUTICS
-$5.8K
0
-100%
减持
ACWV
ISHARES INC
+$5.0K
10,573
-8%
减持
ESGU
ISHARES TR
+$3.9K
2,076
-4%
减持
—
PUTNAM ETF TRUST
+$1.0K
7,491
-0%
