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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
24Q4 调仓
2024-09-30 → 2024-12-31 · 共 107 项
建仓 5
增持 75
减持 23
清仓 4
方向
标的
Δ市值
现股数(环比)
减持
TLT
ISHARES TR
-$4.6M
8,793
-84%
增持
VOO
VANGUARD INDEX FDS
+$3.9M
21,811
+46%
增持
SPTM
SPDR SER TR
+$3.5M
1,525,591
+1%
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
-$2.1M
664,736
+1%
建仓
DFUS
DIMENSIONAL ETF TRUST
+$1.1M
17,565
增持
USFR
WISDOMTREE TR
+$877.7K
49,526
+54%
建仓
DFUV
DIMENSIONAL ETF TRUST
+$748.7K
18,297
增持
NTSI
WISDOMTREE TR
-$569.5K
219,711
+4%
建仓
DFAS
DIMENSIONAL ETF TRUST
+$569.0K
8,743
增持
MMTM
SPDR SER TR
+$494.3K
18,429
+8%
增持
VXUS
VANGUARD STAR FDS
-$484.8K
259,371
+6%
减持
UNP
UNION PAC CORP
-$384.6K
18,682
-1%
减持
TFLO
ISHARES TR
-$368.7K
52,520
-12%
增持
AMZN
AMAZON COM INC
+$349.3K
10,487
+0%
增持
SGOV
ISHARES TR
+$332.4K
57,218
+7%
增持
SPMO
INVESCO EXCH TRADED FD TR II
+$321.5K
48,134
+3%
增持
WMT
WALMART INC
+$284.9K
22,672
+4%
增持
TSLA
TESLA INC
+$281.9K
1,885
+3%
增持
VEU
VANGUARD INTL EQUITY INDEX F
-$281.7K
53,694
+1%
增持
NTSX
WISDOMTREE TR
+$271.8K
438,072
+2%
清仓
ESGU
ISHARES TR
-$262.0K
0
-100%
增持
BIL
SPDR SER TR
+$258.7K
58,417
+6%
增持
GOOG
ALPHABET INC
+$256.3K
10,052
+1%
清仓
—
DORIAN LPG LTD
-$253.0K
0
-100%
增持
SCHW
SCHWAB CHARLES CORP
+$231.8K
20,637
+3%
清仓
LMT
LOCKHEED MARTIN CORP
-$214.3K
0
-100%
增持
PFIX
SIMPLIFY EXCHANGE TRADED FUN
+$211.8K
16,387
+4%
建仓
NVDA
NVIDIA CORPORATION
+$210.0K
1,564
清仓
FV
FIRST TR EXCHANGE-TRADED FD
-$203.6K
0
-100%
建仓
ROK
ROCKWELL AUTOMATION INC
+$200.1K
700
减持
KKR
KKR & CO INC
+$188.2K
12,022
-1%
增持
ELV
ELEVANCE HEALTH INC
-$185.8K
2,851
+20%
增持
MUB
ISHARES TR
+$180.6K
17,079
+13%
增持
NTSE
WISDOMTREE TR
-$179.7K
63,426
+2%
减持
PGRO
PUTNAM ETF TRUST
+$165.8K
71,052
-1%
增持
MSFT
MICROSOFT CORP
+$145.3K
6,465
+8%
减持
AAPL
APPLE INC
+$139.7K
13,527
-3%
增持
RSSB
TIDAL TR II
-$135.5K
79,661
+0%
增持
VFQY
VANGUARD WELLINGTON FD
+$135.3K
24,585
+6%
增持
KMX
CARMAX INC
+$132.3K
18,161
+4%
减持
GAA
CAMBRIA ETF TR
-$130.5K
49,694
-5%
增持
MA
MASTERCARD INCORPORATED
+$128.8K
2,966
+2%
减持
SLV
ISHARES SILVER TR
-$127.1K
47,285
-2%
增持
CAG
CONAGRA BRANDS INC
-$126.9K
43,558
+6%
增持
VIGI
VANGUARD WHITEHALL FDS
-$125.3K
16,530
+1%
增持
DGRO
ISHARES TR
-$121.8K
91,888
+0%
增持
ILF
ISHARES TR
-$121.7K
31,099
+4%
减持
EPP
ISHARES INC
-$108.3K
16,501
-3%
增持
GDX
VANECK ETF TRUST
-$105.4K
22,596
+3%
增持
GLD
SPDR GOLD TR
+$96.2K
10,298
+4%
增持
BNDW
VANGUARD SCOTTSDALE FDS
-$86.6K
61,621
+1%
增持
RSBT
TIDAL TR II
-$86.2K
78,396
+2%
增持
LW
LAMB WESTON HLDGS INC
+$85.8K
15,414
+6%
增持
CGGR
CAPITAL GROUP GROWTH ETF
+$85.2K
31,361
+1%
减持
MTUM
ISHARES TR
+$82.1K
21,375
-0%
增持
IMTM
ISHARES TR
-$74.9K
27,338
+1%
减持
QQQ
INVESCO QQQ TR
+$65.6K
3,226
-1%
增持
UGA
UNITED STS GASOLINE FD LP
+$61.9K
12,164
+1%
增持
WFC
WELLS FARGO CO NEW
+$60.0K
4,279
+0%
增持
SPDW
SPDR INDEX SHS FDS
-$59.5K
20,104
+1%
增持
TAIL
CAMBRIA ETF TR
-$56.6K
118,540
+3%
增持
IVE
ISHARES TR
+$56.2K
5,706
+9%
增持
SPYM
SPDR SER TR
+$55.6K
23,745
+1%
增持
AMAT
APPLIED MATLS INC
-$55.5K
1,426
+0%
减持
RSP
INVESCO EXCHANGE TRADED FD T
-$54.5K
4,245
-5%
减持
VTI
VANGUARD INDEX FDS
+$51.9K
34,041
-2%
增持
META
META PLATFORMS INC
+$50.2K
3,383
+0%
增持
IDMO
INVESCO EXCH TRADED FD TR II
+$43.7K
62,902
+5%
增持
DGRE
WISDOMTREE TR
-$42.3K
36,375
+6%
减持
SPGM
SPDR INDEX SHS FDS
-$39.6K
9,336
-4%
减持
SSO
PROSHARES TR
+$39.3K
25,018
-1%
增持
ACWV
ISHARES INC
-$37.5K
10,745
+2%
增持
VCSH
VANGUARD SCOTTSDALE FDS
+$29.8K
11,410
+5%
增持
SPEM
SPDR INDEX SHS FDS
-$27.3K
16,149
+3%
增持
IJJ
ISHARES TR
+$25.1K
4,436
+4%
减持
ITOT
ISHARES TR
+$24.9K
11,305
-1%
增持
CGDV
CAPITAL GROUP DIVIDEND VALUE
-$24.8K
32,882
+1%
增持
SPY
SPDR S&P 500 ETF TR
+$23.3K
808
+3%
增持
TYA
SIMPLIFY EXCHANGE TRADED FUN
-$21.0K
19,544
+8%
减持
USMV
ISHARES TR
-$20.6K
5,558
-1%
增持
DBMF
LITMAN GREGORY FDS TR
+$14.3K
155,936
+8%
减持
FMF
FIRST TR EXCHANGE-TRADED FD
-$11.3K
13,963
-2%
增持
RSST
TIDAL TR II
-$9.6K
186,814
+2%
增持
IVV
ISHARES TR
+$8.8K
388
+2%
增持
BIV
VANGUARD BD INDEX FDS
-$8.4K
3,378
+2%
减持
FLOT
ISHARES TR
-$8.3K
14,903
-1%
减持
MUNI
PIMCO ETF TR
-$7.9K
5,476
-0%
增持
SPAB
SPDR SER TR
-$7.5K
9,117
+1%
减持
VLU
SPDR SER TR
-$7.4K
1,161
-3%
增持
DELL
DELL TECHNOLOGIES INC
-$6.9K
2,350
+0%
增持
HD
HOME DEPOT INC
-$6.8K
772
+2%
增持
GMOM
CAMBRIA ETF TR
-$6.5K
8,367
+0%
增持
IJR
ISHARES TR
-$6.3K
6,452
+1%
增持
VOE
VANGUARD INDEX FDS
-$6.0K
2,960
+2%
减持
—
PUTNAM ETF TRUST
-$5.9K
7,419
-1%
增持
ORCL
ORACLE CORP
-$5.8K
1,711
+0%
减持
JMOM
J P MORGAN EXCHANGE TRADED F
+$4.9K
20,817
-2%
增持
FBND
FIDELITY MERRIMACK STR TR
-$3.8K
45,849
+4%
增持
CGGO
CAPITAL GROUP GBL GROWTH EQT
-$3.7K
35,773
+3%
增持
SPSM
SPDR SER TR
-$2.9K
5,361
+0%
增持
QVMT
INVESCO EXCH TRADED FD TR II
-$2.8K
7,954
+0%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$1.6K
10,010
+2%
增持
PG
PROCTER AND GAMBLE CO
-$1.6K
3,308
+3%
增持
TUA
SIMPLIFY EXCHANGE TRADED FUN
-$848
17,939
+8%
增持
IWM
ISHARES TR
+$383
928
+0%
增持
IQLT
ISHARES TR
-$288
59,161
+12%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$65
1,186
+1%
