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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
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 107 项
建仓 8
增持 60
减持 33
清仓 6
方向
标的
Δ市值
现股数(环比)
增持
SPTM
SPDR SER TR
-$3.6M
1,548,943
+2%
增持
VXUS
VANGUARD STAR FDS
+$2.0M
278,390
+7%
增持
AGG
ISHARES TR
+$1.8M
668,874
+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。
建仓
V
VISA INC
+$1.5M
4,251
清仓
KMX
CARMAX INC
-$1.5M
0
-100%
增持
NTSI
WISDOMTREE TR
+$1.3M
237,535
+8%
增持
BIL
SPDR SER TR
+$1.2M
71,694
+23%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$874.7K
10,163
+2%
减持
VTI
VANGUARD INDEX FDS
-$821.0K
32,908
-3%
增持
SGOV
ISHARES TR
+$734.6K
64,316
+12%
清仓
EPP
ISHARES INC
-$722.9K
0
-100%
减持
USFR
WISDOMTREE TR
-$650.7K
36,588
-26%
增持
ELV
ELEVANCE HEALTH INC
+$590.7K
3,776
+32%
增持
GLD
SPDR GOLD TR
+$589.4K
10,699
+4%
增持
VOO
VANGUARD INDEX FDS
-$530.7K
21,835
+0%
增持
BNDW
VANGUARD SCOTTSDALE FDS
+$452.6K
67,644
+10%
增持
TLT
ISHARES TR
+$443.5K
13,308
+51%
减持
KKR
KKR & CO INC
-$412.6K
11,812
-2%
增持
TAIL
CAMBRIA ETF TR
+$401.8K
146,808
+24%
增持
IDMO
INVESCO EXCH TRADED FD TR II
+$392.3K
66,771
+6%
减持
AMZN
AMAZON COM INC
-$375.6K
10,118
-4%
增持
AAPL
APPLE INC
-$374.3K
13,565
+0%
减持
SPYM
SPDR SER TR
-$369.2K
19,279
-19%
增持
FBND
FIDELITY MERRIMACK STR TR
+$331.7K
52,332
+14%
增持
GOOG
ALPHABET INC
-$329.1K
10,147
+1%
增持
PGRO
PUTNAM ETF TRUST
-$296.6K
71,060
+0%
增持
IQLT
ISHARES TR
+$293.5K
62,725
+6%
增持
MMTM
SPDR SER TR
-$289.9K
18,709
+2%
增持
DGRO
ISHARES TR
+$280.9K
95,781
+4%
减持
SSO
PROSHARES TR
-$276.6K
24,616
-2%
增持
SLV
ISHARES SILVER TR
+$256.6K
48,456
+2%
减持
GDX
VANECK ETF TRUST
+$256.3K
22,243
-2%
建仓
IUSB
ISHARES TR
+$244.8K
5,313
减持
META
META PLATFORMS INC
-$237.3K
3,025
-11%
建仓
EFG
ISHARES TR
+$235.2K
2,352
建仓
QUAL
ISHARES TR
+$234.3K
1,371
建仓
SCHZ
SCHWAB STRATEGIC TR
+$228.5K
9,865
清仓
SPAB
SPDR SER TR
-$227.8K
0
-100%
建仓
IVW
ISHARES TR
+$225.6K
2,430
增持
MSFT
MICROSOFT CORP
-$224.2K
6,662
+3%
减持
MTUM
ISHARES TR
-$217.9K
20,804
-3%
建仓
DYNF
BLACKROCK ETF TRUST
+$213.3K
4,375
清仓
NVDA
NVIDIA CORPORATION
-$210.0K
0
-100%
建仓
EFV
ISHARES TR
+$207.1K
3,514
清仓
IWM
ISHARES TR
-$205.0K
0
-100%
增持
TSLA
TESLA INC
-$202.5K
2,156
+14%
清仓
ROK
ROCKWELL AUTOMATION INC
-$200.1K
0
-100%
增持
VEU
VANGUARD INTL EQUITY INDEX F
+$190.0K
53,950
+0%
减持
QQQ
INVESCO QQQ TR
-$186.7K
3,119
-3%
减持
SPMO
INVESCO EXCH TRADED FD TR II
-$182.3K
47,454
-1%
增持
UNP
UNION PAC CORP
+$174.5K
18,772
+0%
增持
TFLO
ISHARES TR
+$155.6K
55,395
+5%
增持
VIGI
VANGUARD WHITEHALL FDS
+$153.0K
17,787
+8%
增持
USMV
ISHARES TR
+$143.6K
6,803
+22%
增持
ILF
ISHARES TR
+$137.2K
33,439
+8%
增持
MUB
ISHARES TR
+$125.8K
18,452
+8%
增持
RSST
TIDAL TR II
-$116.8K
196,836
+5%
增持
NTSE
WISDOMTREE TR
+$113.6K
64,391
+2%
减持
QPX
ADVISORSHARES TR
-$112.9K
65,108
-1%
增持
SCHW
SCHWAB CHARLES CORP
+$111.9K
20,941
+1%
减持
CGGR
CAPITAL GROUP GROWTH ETF
-$111.5K
30,779
-2%
增持
DBMF
LITMAN GREGORY FDS TR
+$105.2K
165,658
+6%
减持
ITOT
ISHARES TR
-$96.8K
11,124
-2%
减持
PFIX
SIMPLIFY EXCHANGE TRADED FUN
-$89.9K
15,844
-3%
减持
IJR
ISHARES TR
-$87.8K
6,269
-3%
增持
TUA
SIMPLIFY EXCHANGE TRADED FUN
+$82.9K
21,098
+18%
增持
RSBT
TIDAL TR II
+$76.1K
81,961
+5%
减持
FMF
FIRST TR EXCHANGE-TRADED FD
-$68.4K
12,922
-7%
增持
DGRE
WISDOMTREE TR
+$64.5K
40,090
+10%
减持
IMTM
ISHARES TR
+$63.8K
27,197
-1%
增持
IVE
ISHARES TR
+$61.5K
6,038
+6%
增持
DELL
DELL TECHNOLOGIES INC
-$55.8K
2,359
+0%
增持
ABBV
ABBVIE INC
+$55.4K
1,654
+1%
增持
DFUS
DIMENSIONAL ETF TRUST
-$55.1K
17,604
+0%
增持
WMT
WALMART INC
-$54.4K
22,714
+0%
减持
SPY
SPDR S&P 500 ETF TR
-$52.9K
752
-7%
增持
DFAS
DIMENSIONAL ETF TRUST
-$45.5K
8,762
+0%
增持
ORCL
ORACLE CORP
-$44.4K
1,722
+1%
增持
NTSX
WISDOMTREE TR
+$37.5K
452,243
+3%
减持
CGGO
CAPITAL GROUP GBL GROWTH EQT
-$36.1K
35,624
-0%
减持
FLOT
ISHARES TR
-$34.9K
14,170
-5%
增持
RSSB
TIDAL TR II
+$34.6K
80,490
+1%
增持
GAA
CAMBRIA ETF TR
+$32.8K
49,981
+1%
增持
TYA
SIMPLIFY EXCHANGE TRADED FUN
+$31.7K
20,532
+5%
减持
MA
MASTERCARD INCORPORATED
+$30.9K
2,905
-2%
减持
SPEM
SPDR INDEX SHS FDS
-$28.5K
15,014
-7%
减持
VOE
VANGUARD INDEX FDS
-$28.4K
2,806
-5%
减持
IVV
ISHARES TR
-$27.7K
358
-8%
减持
SPSM
SPDR SER TR
-$24.2K
5,314
-1%
减持
IJJ
ISHARES TR
-$24.2K
4,428
-0%
增持
AMAT
APPLIED MATLS INC
-$23.6K
1,436
+1%
减持
SPDW
SPDR INDEX SHS FDS
+$18.2K
19,346
-4%
增持
VFQY
VANGUARD WELLINGTON FD
+$16.9K
26,042
+6%
增持
VCSH
VANGUARD SCOTTSDALE FDS
+$16.7K
11,487
+1%
增持
BIV
VANGUARD BD INDEX FDS
+$16.4K
3,511
+4%
增持
JMOM
J P MORGAN EXCHANGE TRADED F
-$15.2K
21,252
+2%
增持
CGDV
CAPITAL GROUP DIVIDEND VALUE
+$14.1K
32,926
+0%
减持
SPGM
SPDR INDEX SHS FDS
-$13.3K
9,259
-1%
减持
—
PUTNAM ETF TRUST
-$9.2K
7,204
-3%
增持
DFUV
DIMENSIONAL ETF TRUST
+$8.3K
18,370
+0%
增持
WFC
WELLS FARGO CO NEW
+$8.1K
4,299
+0%
减持
VLU
SPDR SER TR
-$7.2K
1,124
-3%
增持
RSP
INVESCO EXCHANGE TRADED FD T
-$3.8K
4,272
+1%
增持
MUNI
PIMCO ETF TR
+$1.3K
5,521
+1%
减持
UGA
UNITED STS GASOLINE FD LP
-$1.1K
11,909
-2%
减持
PG
PROCTER AND GAMBLE CO
-$854
3,249
-2%
增持
GMOM
CAMBRIA ETF TR
+$55
8,409
+1%
