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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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 146 项
建仓 22
增持 62
减持 47
清仓 15
方向
标的
Δ市值
现股数(环比)
减持
SPTM
SPDR SERIES TRUST
-$14.0M
1,532,743
-6%
减持
VOO
VANGUARD INDEX FDS
-$11.8M
2,334
-89%
增持
RSSB
TIDAL TRUST II
+$9.1M
426,882
+379%
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
SGOV
ISHARES TR
-$6.4M
9,085
-88%
建仓
SPBC
SIMPLIFY EXCHANGE TRADED FUN
+$5.3M
127,184
建仓
TLT
ISHARES TR
+$4.7M
54,100
建仓
SCZ
ISHARES TR
+$4.6M
58,492
建仓
IUS
INVESCO EXCH TRD SLF IDX FD
+$4.3M
74,557
增持
DBMF
LITMAN GREGORY FDS TR
+$3.9M
316,920
+58%
减持
VFQY
VANGUARD WELLINGTON FD
-$3.9M
2,373
-91%
减持
BNDW
VANGUARD SCOTTSDALE FDS
-$3.8M
31,430
-64%
建仓
DFGP
DIMENSIONAL ETF TRUST
+$3.5M
65,617
增持
BIV
VANGUARD BD INDEX FDS
+$3.3M
51,543
+476%
增持
VXUS
VANGUARD STAR FDS
+$2.6M
323,626
+9%
建仓
VSDM
VANGUARD MUN BD FDS
+$2.5M
32,565
增持
IUSB
ISHARES TR
+$2.4M
57,824
+1084%
增持
VTI
VANGUARD INDEX FDS
+$2.2M
39,053
+27%
建仓
CTAP
SIMPLIFY EXCHANGE TRADED FUN
+$2.1M
76,807
清仓
TAIL
CAMBRIA ETF TR
-$2.0M
0
-100%
减持
RSST
TIDAL TRUST II
-$1.9M
148,375
-32%
减持
USFR
WISDOMTREE TR
-$1.9M
11,292
-77%
减持
BIL
SPDR SERIES TRUST
-$1.9M
84,138
-20%
建仓
VXF
VANGUARD INDEX FDS
+$1.7M
8,402
减持
COF
CAPITAL ONE FINL CORP
-$1.6M
1,302
-83%
减持
AMZN
AMAZON COM INC
-$1.6M
4,564
-59%
减持
TSM
TAIWAN SEMICONDUCTOR MANUFAC
-$1.5M
759
-87%
减持
NTSI
WISDOMTREE TR
-$1.5M
237,783
-12%
减持
META
META PLATFORMS INC
-$1.5M
1,150
-64%
增持
NEAR
ISHARES U S ETF TR
+$1.4M
37,331
+296%
建仓
SBAR
SIMPLIFY EXCHANGE TRADED FUN
+$1.4M
57,576
建仓
GBTC
GRAYSCALE BITCOIN TRUST ETF
+$1.3M
25,386
清仓
DGRE
WISDOMTREE TR
-$1.3M
0
-100%
建仓
RSP
INVESCO EXCHANGE TRADED FD T
+$1.3M
6,654
减持
RSBT
TIDAL TRUST II
-$1.2M
15,364
-82%
建仓
BOKF
BOK FINL CORP
+$1.2M
9,448
增持
CTA
SIMPLIFY EXCHANGE TRADED FUN
+$1.2M
76,437
+84%
清仓
LQD
ISHARES TR
-$1.1M
0
-100%
清仓
UUP
INVESCO DB US DLR INDEX TR
-$1.1M
0
-100%
建仓
AMT
AMERICAN TOWER CORP
+$1.1M
6,379
建仓
CPRT
COPART INC
+$1.0M
30,830
清仓
PFIX
SIMPLIFY EXCHANGE TRADED FUN
-$897.3K
0
-100%
建仓
PDBC
INVESCO ACTVELY MNGD ETC FD
+$859.0K
49,598
建仓
ORLY
OREILLY AUTOMOTIVE INC
+$800.6K
8,673
增持
UGA
UNITED STS GASOLINE FD LP
+$795.9K
17,793
+5%
减持
GOOG
ALPHABET INC
-$696.1K
8,160
-16%
减持
NTSE
WISDOMTREE TR
-$645.5K
51,346
-28%
增持
BOXX
EA SERIES TRUST
+$616.0K
10,753
+95%
清仓
TUA
SIMPLIFY EXCHANGE TRADED FUN
-$574.9K
0
-100%
增持
MSFT
MICROSOFT CORP
-$572.8K
7,513
+8%
增持
DGRO
ISHARES TR
+$545.0K
109,328
+6%
减持
ITOT
ISHARES TR
-$538.3K
8,276
-28%
清仓
VOE
VANGUARD INDEX FDS
-$512.0K
0
-100%
减持
SSO
PROSHARES TR
-$491.9K
50,052
-6%
清仓
FMF
FIRST TR EXCHANGE-TRADED FD
-$484.4K
0
-100%
增持
GLD
SPDR GOLD TR
+$457.0K
11,197
+2%
增持
IMTM
ISHARES TR
+$455.6K
38,993
+32%
增持
MTUM
ISHARES TR
+$438.1K
25,404
+12%
减持
SPMO
INVESCO EXCH TRADED FD TR II
-$386.1K
48,338
-1%
减持
SPEM
SPDR INDEX SHS FDS
-$375.9K
6,984
-54%
建仓
FEGE
RBB FUND TRUST
+$374.5K
7,969
减持
PGRO
PUTNAM ETF TRUST
-$334.5K
74,714
-0%
清仓
BPRE
BLUEROCK PVT REAL ESTATE FD
-$332.9K
0
-100%
清仓
QUAL
ISHARES TR
-$300.3K
0
-100%
建仓
RAAX
VANECK ETF TRUST
+$298.1K
7,323
增持
MUB
ISHARES TR
+$293.3K
24,261
+14%
增持
IVE
ISHARES TR
+$286.3K
7,495
+23%
增持
ACWV
ISHARES INC
+$277.2K
12,574
+22%
减持
IEMG
ISHARES INC
-$277.1K
17,453
-21%
清仓
TYA
SIMPLIFY EXCHANGE TRADED FUN
-$269.4K
0
-100%
增持
JNK
SPDR SERIES TRUST
+$267.5K
14,106
+27%
增持
NTSX
WISDOMTREE TR
-$254.6K
508,357
+4%
建仓
—
DORIAN LPG LTD
+$251.3K
7,349
建仓
LMT
LOCKHEED MARTIN CORP
+$250.4K
414
建仓
XLG
INVESCO EXCHANGE TRADED FD T
+$249.4K
4,572
减持
WMT
WALMART INC
+$244.0K
20,430
-1%
清仓
BND
VANGUARD BD INDEX FDS
-$241.8K
0
-100%
增持
JMOM
J P MORGAN EXCHANGE TRADED F
+$236.6K
24,532
+17%
增持
VIGI
VANGUARD WHITEHALL FDS
+$234.0K
23,178
+17%
建仓
RSBA
TIDAL TRUST II
+$230.3K
11,095
清仓
AXP
AMERICAN EXPRESS CO
-$229.4K
0
-100%
减持
AAPL
APPLE INC
-$225.5K
12,275
-0%
增持
ILF
ISHARES TR
+$219.0K
38,353
+2%
清仓
EFG
ISHARES TR
-$214.0K
0
-100%
减持
SPYM
SPDR SERIES TRUST
-$204.1K
14,042
-12%
清仓
SPMD
SPDR SERIES TRUST
-$203.6K
0
-100%
增持
GAA
CAMBRIA ETF TR
+$188.1K
58,990
+7%
增持
SLV
ISHARES SILVER TR
+$162.0K
30,201
+3%
减持
QQQ
INVESCO QQQ TR
-$156.9K
3,453
-1%
增持
GDX
VANECK ETF TRUST
+$154.7K
25,613
+0%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$150.3K
10,705
+2%
增持
MMTM
SPDR SERIES TRUST
+$147.6K
21,739
+7%
增持
FBND
FIDELITY MERRIMACK STR TR
+$141.4K
56,831
+7%
减持
CGGR
CAPITAL GROUP GROWTH ETF
-$135.8K
29,434
-1%
增持
VEU
VANGUARD INTL EQUITY INDEX F
+$134.7K
55,879
+1%
减持
UNP
UNION PAC CORP
+$133.6K
18,318
-2%
减持
AMAT
APPLIED MATLS INC
+$121.2K
1,442
-0%
增持
SPAB
SPDR SERIES TRUST
+$120.1K
12,886
+58%
减持
IDMO
INVESCO EXCH TRADED FD TR II
-$116.4K
65,675
-2%
增持
TSLA
TESLA INC
-$107.2K
2,478
+8%
增持
SCHW
SCHWAB CHARLES CORP
-$101.4K
21,791
+1%
减持
IQLT
ISHARES TR
-$99.1K
63,298
-5%
减持
VBK
VANGUARD INDEX FDS
-$96.9K
862
-27%
增持
QPX
ADVISORSHARES TR
-$94.8K
64,745
+2%
增持
DELL
DELL TECHNOLOGIES INC
+$93.0K
2,397
+0%
增持
FLOT
ISHARES TR
+$90.7K
13,122
+16%
增持
V
VISA INC
-$90.6K
5,488
+10%
减持
SMMV
ISHARES TR
-$89.7K
5,172
-29%
增持
MA
MASTERCARD INCORPORATED
-$86.0K
3,343
+9%
减持
ORCL
ORACLE CORP
-$83.4K
1,733
-0%
减持
EFV
ISHARES TR
-$78.7K
2,728
-31%
增持
CAG
CONAGRA BRANDS INC
-$72.2K
45,597
+0%
增持
NVDA
NVIDIA CORPORATION
+$60.8K
3,425
+19%
减持
TFLO
ISHARES TR
-$55.3K
50,194
-2%
增持
DYNF
BLACKROCK ETF TRUST
+$51.9K
5,590
+24%
增持
IBM
INTERNATIONAL BUSINESS MACHS
-$51.5K
1,237
+4%
增持
WFC
WELLS FARGO & CO
-$47.5K
4,512
+3%
增持
DFUS
DIMENSIONAL ETF TRUST
-$47.4K
17,881
+1%
增持
DFUV
DIMENSIONAL ETF TRUST
+$38.1K
18,671
+0%
增持
SPY
STATE STR SPDR S&P 500 ETF T
+$33.8K
463
+18%
增持
CGGO
CAPITAL GROUP GBL GROWTH EQT
-$32.2K
38,354
+1%
增持
EWJ
ISHARES INC
+$29.5K
3,247
+7%
减持
IVW
ISHARES TR
-$26.9K
2,380
-1%
增持
GLDM
WORLD GOLD TR
+$26.1K
3,326
+1%
增持
VGIT
VANGUARD SCOTTSDALE FDS
+$22.0K
3,967
+11%
增持
GOOGL
ALPHABET INC
-$21.7K
1,020
+1%
增持
IWM
ISHARES TR
+$21.4K
1,079
+8%
减持
—
PUTNAM ETF TRUST
-$18.7K
5,749
-6%
减持
SPDW
SPDR INDEX SHS FDS
-$18.5K
18,159
-5%
增持
VGK
VANGUARD INTL EQUITY INDEX F
+$16.7K
3,659
+7%
减持
GMOM
CAMBRIA ETF TR
+$16.4K
8,135
-1%
增持
JSCP
J P MORGAN EXCHANGE TRADED F
+$15.1K
10,591
+4%
增持
DFAS
DIMENSIONAL ETF TRUST
+$14.7K
8,933
+0%
增持
ANET
ARISTA NETWORKS INC
+$13.2K
2,240
+12%
增持
ABBV
ABBVIE INC
+$12.7K
1,801
+9%
减持
MUNI
PIMCO ETF TR
-$11.3K
5,079
-4%
减持
USMV
ISHARES TR
-$10.8K
6,846
-0%
增持
CGDV
CAPITAL GROUP DIVIDEND VALUE
-$6.5K
36,775
+2%
增持
AGG
ISHARES TR
+$6.1K
695,423
+1%
减持
IJR
ISHARES TR
-$4.8K
5,721
-4%
增持
HD
HOME DEPOT INC
-$4.6K
851
+3%
减持
SCHZ
SCHWAB STRATEGIC TR
-$3.0K
9,592
-1%
增持
IVV
ISHARES TR
+$2.5K
379
+6%
减持
SPSM
SPDR SERIES TRUST
-$2.4K
4,327
-4%
减持
IJJ
ISHARES TR
+$2.1K
4,606
-0%
增持
SPGM
SPDR INDEX SHS FDS
+$1.0K
7,413
+2%
减持
PG
PROCTER & GAMBLE CO
+$350
3,257
-1%
