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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
25Q4 调仓
2025-09-30 → 2025-12-31 · 共 128 项
建仓 12
增持 70
减持 39
清仓 7
方向
标的
Δ市值
现股数(环比)
清仓
SCZ
ISHARES TR
-$6.0M
0
-100%
增持
VOO
VANGUARD INDEX FDS
+$5.8M
20,988
+75%
增持
SPTM
SPDR SERIES TRUST
+$4.2M
1,638,866
+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。
清仓
UNH
UNITEDHEALTH GROUP INC
-$1.5M
0
-100%
增持
MA
MASTERCARD INCORPORATED
+$1.5M
3,076
+523%
减持
TFLO
ISHARES TR
-$1.2M
51,460
-31%
建仓
LQD
ISHARES TR
+$1.1M
10,148
建仓
UUP
INVESCO DB US DLR INDEX TR
+$1.1M
40,793
清仓
TLT
ISHARES TR
-$1.0M
0
-100%
清仓
RSP
INVESCO EXCHANGE TRADED FD T
-$1.0M
0
-100%
增持
GLD
SPDR GOLD TR
+$727.7K
11,004
+8%
增持
VXUS
VANGUARD STAR FDS
+$650.2K
296,914
+0%
增持
AGG
ISHARES TR
+$642.7K
691,115
+1%
增持
NTSI
WISDOMTREE TR
+$637.4K
271,558
+2%
减持
GOOG
ALPHABET INC
+$571.2K
9,678
-4%
增持
BNDW
VANGUARD SCOTTSDALE FDS
+$502.0K
86,450
+11%
建仓
JSCP
J P MORGAN EXCHANGE TRADED F
+$485.9K
10,217
建仓
NEAR
ISHARES U S ETF TR
+$481.9K
9,430
增持
BIL
SPDR SERIES TRUST
+$406.9K
105,138
+5%
减持
SLV
ISHARES SILVER TR
-$397.2K
29,431
-46%
增持
DBMF
LITMAN GREGORY FDS TR
+$358.4K
200,182
+4%
增持
COF
CAPITAL ONE FINL CORP
+$350.9K
7,782
+8%
建仓
BPRE
BLUEROCK PVT REAL ESTATE FD
+$332.9K
22,196
增持
MMTM
SPDR SERIES TRUST
+$321.7K
20,350
+3%
减持
RSST
TIDAL TRUST II
+$319.5K
216,641
-2%
增持
QQQ
INVESCO QQQ TR
+$316.2K
3,500
+15%
增持
CTA
SIMPLIFY EXCHANGE TRADED FUN
+$308.8K
41,503
+41%
建仓
VGK
VANGUARD INTL EQUITY INDEX F
+$284.9K
3,408
增持
GDX
VANECK ETF TRUST
+$254.8K
25,601
+1%
建仓
IWM
ISHARES TR
+$246.0K
1,000
建仓
EWJ
ISHARES INC
+$244.7K
3,031
建仓
BND
VANGUARD BD INDEX FDS
+$241.8K
3,265
减持
UNP
UNION PAC CORP
-$241.8K
18,635
-3%
增持
AMZN
AMAZON COM INC
+$231.6K
11,144
+5%
减持
SPMO
INVESCO EXCH TRADED FD TR II
-$219.7K
48,653
-2%
清仓
—
DORIAN LPG LTD
-$219.0K
0
-100%
建仓
VGIT
VANGUARD SCOTTSDALE FDS
+$214.3K
3,575
增持
AAPL
APPLE INC
+$212.6K
12,289
+0%
增持
SGOV
ISHARES TR
+$210.7K
72,693
+3%
增持
BOXX
EA SERIES TRUST
+$210.5K
5,512
+48%
建仓
SPAB
SPDR SERIES TRUST
+$210.0K
8,155
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$207.3K
5,857
+4%
清仓
VLU
SPDR SERIES TRUST
-$205.9K
0
-100%
建仓
SPMD
SPDR SERIES TRUST
+$203.6K
3,516
清仓
LMT
LOCKHEED MARTIN CORP
-$201.8K
0
-100%
增持
MSFT
MICROSOFT CORP
-$201.3K
6,935
+1%
增持
GAA
CAMBRIA ETF TR
+$199.3K
54,914
+9%
增持
META
META PLATFORMS INC
-$193.3K
3,202
+2%
增持
RSBT
TIDAL TRUST II
+$187.5K
83,760
+11%
减持
VTI
VANGUARD INDEX FDS
+$176.4K
30,686
-0%
增持
IEMG
ISHARES INC
+$173.1K
22,232
+11%
增持
WMT
WALMART INC
+$172.6K
20,600
+0%
增持
DGRO
ISHARES TR
+$170.8K
102,674
+0%
增持
IQLT
ISHARES TR
+$170.8K
66,566
+3%
增持
USFR
WISDOMTREE TR
+$167.0K
49,572
+7%
减持
NTSX
WISDOMTREE TR
+$161.0K
488,331
-1%
减持
MTUM
ISHARES TR
-$156.9K
22,606
-0%
增持
ORCL
ORACLE CORP
-$149.0K
1,736
+0%
增持
VEU
VANGUARD INTL EQUITY INDEX F
+$148.9K
55,218
+1%
增持
V
VISA INC
+$145.7K
4,988
+6%
增持
JNK
SPDR SERIES TRUST
+$141.7K
11,138
+16%
增持
NTSE
WISDOMTREE TR
+$137.6K
71,203
+1%
增持
SSO
PROSHARES TR
+$124.6K
53,325
+102%
减持
QLTA
ISHARES TR
-$113.1K
5,213
-31%
增持
SCHW
SCHWAB CHARLES CORP
+$96.8K
21,512
+0%
减持
QPX
ADVISORSHARES TR
+$93.9K
63,713
-0%
增持
MUB
ISHARES TR
+$85.9K
21,306
+3%
减持
DGRE
WISDOMTREE TR
+$82.4K
41,607
-2%
减持
SPGM
SPDR INDEX SHS FDS
-$79.1K
7,303
-14%
增持
UGA
UNITED STS GASOLINE FD LP
+$78.7K
16,893
+13%
增持
AMAT
APPLIED MATLS INC
+$76.1K
1,446
+0%
增持
TSLA
TESLA INC
+$72.8K
2,287
+6%
增持
GOOGL
ALPHABET INC
+$70.5K
1,007
+0%
增持
PFIX
SIMPLIFY EXCHANGE TRADED FUN
+$58.9K
18,721
+8%
减持
ILF
ISHARES TR
+$58.0K
37,548
-0%
增持
SPDW
SPDR INDEX SHS FDS
+$57.0K
19,083
+3%
增持
VIGI
VANGUARD WHITEHALL FDS
+$53.7K
19,862
+1%
减持
VFQY
VANGUARD WELLINGTON FD
+$52.7K
27,663
-0%
增持
RSSB
TIDAL TRUST II
+$46.4K
89,053
+2%
增持
JMOM
J P MORGAN EXCHANGE TRADED F
+$45.1K
20,978
+3%
增持
ITOT
ISHARES TR
+$44.1K
11,547
+1%
增持
WFC
WELLS FARGO CO NEW
+$42.7K
4,364
+0%
减持
CGDV
CAPITAL GROUP DIVIDEND VALUE
+$42.2K
35,997
-1%
增持
DFUV
DIMENSIONAL ETF TRUST
+$38.3K
18,603
+0%
减持
SPY
SPDR S&P 500 ETF TR
-$37.1K
392
-14%
增持
DELL
DELL TECHNOLOGIES INC
-$36.9K
2,387
+0%
减持
IDMO
INVESCO EXCH TRADED FD TR II
+$36.5K
66,906
-2%
增持
PG
PROCTER AND GAMBLE CO
-$33.5K
3,280
+0%
增持
DFUS
DIMENSIONAL ETF TRUST
+$33.4K
17,734
+0%
减持
FMF
FIRST TR EXCHANGE-TRADED FD
-$32.0K
10,296
-3%
增持
TAIL
CAMBRIA ETF TR
+$30.9K
170,668
+5%
增持
HD
HOME DEPOT INC
-$30.2K
827
+7%
减持
MUNI
PIMCO ETF TR
-$29.9K
5,274
-10%
减持
GLDM
WORLD GOLD TR
+$28.7K
3,305
-0%
减持
FLOT
ISHARES TR
-$25.5K
11,361
-4%
增持
TUA
SIMPLIFY EXCHANGE TRADED FUN
+$21.7K
26,250
+4%
减持
FBND
FIDELITY MERRIMACK STR TR
-$21.5K
53,241
-0%
增持
DFAS
DIMENSIONAL ETF TRUST
+$17.5K
8,909
+1%
增持
VOE
VANGUARD INDEX FDS
+$16.6K
2,886
+2%
增持
EFV
ISHARES TR
+$16.2K
3,942
+1%
增持
NVDA
NVIDIA CORPORATION
+$16.0K
2,877
+3%
减持
QVMT
INVESCO EXCH TRADED FD TR II
+$14.7K
7,900
-1%
增持
EFG
ISHARES TR
+$11.9K
1,879
+6%
增持
ACWV
ISHARES INC
+$11.2K
10,321
+2%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$11.2K
10,505
+0%
减持
—
PUTNAM ETF TRUST
-$11.2K
6,100
-3%
减持
CGGO
CAPITAL GROUP GBL GROWTH EQT
+$10.5K
37,866
-1%
增持
CAG
CONAGRA BRANDS INC
-$8.6K
45,578
+5%
减持
IMTM
ISHARES TR
-$8.5K
29,536
-1%
减持
CGGR
CAPITAL GROUP GROWTH ETF
+$8.2K
29,654
-1%
减持
SPYM
SPDR SERIES TRUST
+$8.2K
15,943
-2%
减持
GMOM
CAMBRIA ETF TR
+$7.3K
8,193
-1%
增持
SPEM
SPDR INDEX SHS FDS
+$5.7K
15,029
+1%
增持
BIV
VANGUARD BD INDEX FDS
+$5.4K
8,951
+1%
减持
IJR
ISHARES TR
+$5.3K
5,957
-0%
减持
IVE
ISHARES TR
+$5.0K
6,113
-2%
增持
USMV
ISHARES TR
-$4.9K
6,857
+0%
增持
ABBV
ABBVIE INC
-$4.7K
1,658
+0%
增持
ANET
ARISTA NETWORKS INC
-$4.7K
1,998
+9%
减持
IJJ
ISHARES TR
+$4.6K
4,622
-1%
减持
TYA
SIMPLIFY EXCHANGE TRADED FUN
-$4.2K
19,955
-1%
减持
SCHZ
SCHWAB STRATEGIC TR
-$4.1K
9,657
-1%
增持
QMOM
EA SERIES TRUST
+$3.7K
3,222
+0%
减持
PGRO
PUTNAM ETF TRUST
-$1.6K
74,915
-0%
减持
SMMV
ISHARES TR
-$1.0K
7,278
-1%
减持
SPSM
SPDR SERIES TRUST
+$975
4,513
-1%
减持
VBK
VANGUARD INDEX FDS
+$927
1,183
-1%
增持
IUSB
ISHARES TR
-$479
4,885
+0%
