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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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 113 项
建仓 12
增持 71
减持 26
清仓 4
方向
标的
Δ市值
现股数(环比)
增持
SPTM
SPDR SERIES TRUST
+$13.0M
1,579,615
+2%
建仓
SCZ
ISHARES TR
+$5.5M
75,772
建仓
IEF
ISHARES TR
+$5.4M
56,573
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
VOO
VANGUARD INDEX FDS
-$5.0M
10,922
-50%
减持
VTI
VANGUARD INDEX FDS
-$4.0M
16,656
-49%
增持
NTSX
WISDOMTREE TR
+$3.4M
477,465
+6%
增持
VXUS
VANGUARD STAR FDS
+$2.4M
285,515
+3%
建仓
COF
CAPITAL ONE FINL CORP
+$1.4M
6,564
增持
NTSI
WISDOMTREE TR
+$1.3M
251,005
+6%
减持
VEU
VANGUARD INTL EQUITY INDEX F
-$1.2M
31,274
-42%
减持
KKR
KKR & CO INC
-$1.1M
1,680
-86%
增持
TFLO
ISHARES TR
+$1.1M
77,424
+40%
增持
SPMO
INVESCO EXCH TRADED FD TR II
+$1.0M
48,259
+2%
增持
MTUM
ISHARES TR
+$1.0M
21,694
+4%
增持
MSFT
MICROSOFT CORP
+$838.9K
6,714
+1%
增持
AGG
ISHARES TR
+$830.5K
675,358
+1%
减持
TLT
ISHARES TR
-$789.1K
4,785
-64%
清仓
ILF
ISHARES TR
-$787.5K
0
-100%
增持
USFR
WISDOMTREE TR
+$763.8K
51,784
+42%
建仓
JNK
SPDR SERIES TRUST
+$749.9K
7,709
增持
PGRO
PUTNAM ETF TRUST
+$649.8K
75,676
+6%
增持
MMTM
SPDR SERIES TRUST
+$557.5K
18,998
+2%
增持
IDMO
INVESCO EXCH TRADED FD TR II
+$542.7K
68,136
+2%
增持
RSST
TIDAL TR II
+$536.8K
209,472
+6%
增持
META
META PLATFORMS INC
+$525.5K
3,074
+2%
增持
BIL
SPDR SERIES TRUST
+$500.1K
77,146
+8%
增持
DGRO
ISHARES TR
+$478.2K
100,024
+4%
减持
AAPL
APPLE INC
-$470.5K
12,392
-9%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$458.2K
10,198
+0%
增持
SSO
PROSHARES TR
+$452.0K
25,478
+4%
增持
DBMF
LITMAN GREGORY FDS TR
+$436.4K
179,591
+8%
增持
VFQY
VANGUARD WELLINGTON FD
+$399.6K
26,999
+4%
建仓
NVDA
NVIDIA CORPORATION
+$396.9K
2,512
建仓
CTA
SIMPLIFY EXCHANGE TRADED FUN
+$325.8K
12,184
增持
AMZN
AMAZON COM INC
+$310.6K
10,191
+1%
增持
RSSB
TIDAL TR II
+$303.3K
83,524
+4%
增持
GDX
VANECK ETF TRUST
+$293.0K
25,269
+14%
增持
NTSE
WISDOMTREE TR
+$289.7K
66,970
+4%
增持
CGDV
CAPITAL GROUP DIVIDEND VALUE
+$289.1K
37,038
+12%
增持
IQLT
ISHARES TR
+$286.0K
64,219
+2%
增持
FBND
FIDELITY MERRIMACK STR TR
+$277.7K
58,287
+11%
减持
QPX
ADVISORSHARES TR
+$275.8K
64,840
-0%
增持
BIV
VANGUARD BD INDEX FDS
+$268.8K
6,952
+98%
减持
SCHW
SCHWAB CHARLES CORP
+$263.7K
20,857
-0%
清仓
EFG
ISHARES TR
-$235.2K
0
-100%
增持
BNDW
VANGUARD SCOTTSDALE FDS
+$235.2K
70,528
+4%
增持
CGGO
CAPITAL GROUP GBL GROWTH EQT
+$235.1K
38,922
+9%
增持
SGOV
ISHARES TR
+$233.9K
66,626
+4%
建仓
ROK
ROCKWELL AUTOMATION INC
+$232.5K
700
建仓
VBK
VANGUARD INDEX FDS
+$228.5K
825
清仓
SCHZ
SCHWAB STRATEGIC TR
-$228.5K
0
-100%
增持
JMOM
J P MORGAN EXCHANGE TRADED F
+$226.8K
22,158
+4%
建仓
IEMG
ISHARES INC
+$223.5K
3,724
建仓
GLDM
WORLD GOLD TR
+$213.7K
3,262
建仓
QMOM
EA SERIES TRUST
+$208.4K
3,208
增持
CGGR
CAPITAL GROUP GROWTH ETF
+$208.0K
31,051
+1%
清仓
VLU
SPDR SER TR
-$206.6K
0
-100%
建仓
SMMV
ISHARES TR
+$203.6K
4,846
增持
ITOT
ISHARES TR
+$193.9K
11,487
+3%
增持
IMTM
ISHARES TR
+$179.8K
27,709
+2%
减持
GOOG
ALPHABET INC
+$174.9K
9,923
-2%
增持
VIGI
VANGUARD WHITEHALL FDS
+$170.8K
18,266
+3%
增持
DGRE
WISDOMTREE TR
+$170.7K
41,540
+4%
增持
TSLA
TESLA INC
+$156.0K
2,250
+4%
增持
ELV
ELEVANCE HEALTH INC
-$149.0K
3,840
+2%
增持
SLV
ISHARES SILVER TR
+$142.1K
50,100
+3%
增持
ORCL
ORACLE CORP
+$137.1K
1,728
+0%
减持
SPY
SPDR S&P 500 ETF TR
-$125.3K
478
-36%
增持
DFUS
DIMENSIONAL ETF TRUST
+$118.3K
17,652
+0%
增持
IVE
ISHARES TR
+$106.8K
6,435
+7%
增持
PFIX
SIMPLIFY EXCHANGE TRADED FUN
+$103.3K
16,486
+4%
减持
SPYM
SPDR SERIES TRUST
-$83.9K
16,286
-16%
减持
QQQ
INVESCO QQQ TR
+$81.6K
2,799
-10%
增持
TAIL
CAMBRIA ETF TR
+$79.7K
150,885
+3%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$77.4K
4,498
+5%
减持
FLOT
ISHARES TR
-$76.7K
12,675
-11%
增持
DELL
DELL TECHNOLOGIES INC
+$75.7K
2,371
+1%
增持
MUB
ISHARES TR
+$74.3K
19,333
+5%
增持
IJJ
ISHARES TR
+$73.4K
4,884
+10%
减持
FMF
FIRST TR EXCHANGE-TRADED FD
-$67.3K
11,693
-10%
减持
GAA
CAMBRIA ETF TR
+$55.5K
49,449
-1%
增持
AMAT
APPLIED MATLS INC
+$55.2K
1,440
+0%
增持
SPEM
SPDR INDEX SHS FDS
+$53.0K
15,070
+0%
增持
MA
MASTERCARD INCORPORATED
+$51.6K
2,926
+1%
减持
SPDW
SPDR INDEX SHS FDS
+$49.5K
18,618
-4%
增持
V
VISA INC
+$40.9K
4,311
+1%
增持
EFV
ISHARES TR
+$38.0K
3,861
+10%
增持
WFC
WELLS FARGO CO NEW
+$37.6K
4,321
+1%
增持
QUAL
ISHARES TR
+$36.5K
1,481
+8%
增持
UNP
UNION PAC CORP
-$36.4K
19,117
+2%
增持
DFAS
DIMENSIONAL ETF TRUST
+$36.2K
8,786
+0%
减持
IUSB
ISHARES TR
-$35.2K
4,535
-15%
减持
IVW
ISHARES TR
+$34.3K
2,360
-3%
增持
TUA
SIMPLIFY EXCHANGE TRADED FUN
+$31.2K
22,458
+6%
增持
PG
PROCTER AND GAMBLE CO
-$31.2K
3,280
+1%
减持
GLD
SPDR GOLD TR
+$29.2K
10,209
-5%
减持
—
PUTNAM ETF TRUST
-$24.0K
6,726
-7%
增持
DFUV
DIMENSIONAL ETF TRUST
+$23.3K
18,456
+0%
减持
SPGM
SPDR INDEX SHS FDS
+$23.2K
8,712
-6%
减持
WMT
WALMART INC
+$19.2K
20,590
-9%
增持
ABBV
ABBVIE INC
-$18.1K
1,769
+7%
增持
VCSH
VANGUARD SCOTTSDALE FDS
+$16.3K
11,610
+1%
增持
VOE
VANGUARD INDEX FDS
+$16.1K
2,837
+1%
减持
GMOM
CAMBRIA ETF TR
+$8.6K
8,396
-0%
增持
TYA
SIMPLIFY EXCHANGE TRADED FUN
+$8.3K
20,752
+1%
减持
SPSM
SPDR SERIES TRUST
+$7.7K
5,266
-1%
增持
RSBT
TIDAL TR II
+$6.0K
86,070
+5%
减持
IJR
ISHARES TR
+$5.0K
6,044
-4%
减持
ACWV
ISHARES INC
+$3.8K
10,577
-2%
增持
UGA
UNITED STS GASOLINE FD LP
-$3.4K
12,650
+6%
增持
USMV
ISHARES TR
+$3.0K
6,819
+0%
增持
HD
HOME DEPOT INC
+$1.7K
776
+1%
增持
MUNI
PIMCO ETF TR
-$555
5,531
+0%
