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PRIMORIS WEALTH ADVISORS, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
PRIMORIS WEALTH ADVISORS, LLC
报告期 2026-03-31 · CIK 0001909619
持仓数
96
前50大市值合计
$128.5M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($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
22Q3
22Q2
22Q1
21Q4
22Q2 调仓
2022-03-31 → 2022-06-30 · 共 79 项
建仓 14
增持 24
减持 27
清仓 14
方向
标的
Δ市值
现股数(环比)
减持
BA
BOEING CO
-$4.7M
6,105
-79%
减持
AMD
ADVANCED MICRO DEVICES INC
-$4.2M
33,260
-46%
减持
SLV
ISHARES SILVER TR
-$3.9M
53,018
-75%
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
NVDA
NVIDIA CORPORATION
-$3.2M
22,031
-7%
建仓
ASHR
DBX ETF TR
+$3.0M
7,110
减持
SEDG
SOLAREDGE TECHNOLOGIES INC
-$2.4M
9,020
-45%
减持
GDX
VANECK ETF TRUST
-$2.4M
32,253
-62%
清仓
TTD
THE TRADE DESK INC
-$2.3M
0
-100%
清仓
DVN
DEVON ENERGY CORP NEW
-$2.3M
0
-100%
减持
CF
CF INDS HLDGS INC
-$1.9M
27,560
-34%
建仓
—
TEUCRIUM COMMODITY TR
+$1.8M
196,850
增持
AMZN
AMAZON COM INC
-$1.8M
3,300
+405%
清仓
VMC
VULCAN MATLS CO
-$1.7M
0
-100%
减持
META
META PLATFORMS INC
-$1.7M
15,290
-18%
减持
—
PIONEER NAT RES CO
-$1.5M
2,755
-67%
减持
RBLX
ROBLOX CORP
-$1.4M
10,415
-72%
清仓
FANG
DIAMONDBACK ENERGY INC
-$1.2M
0
-100%
清仓
FCX
FREEPORT-MCMORAN INC
-$1.2M
0
-100%
增持
XLU
SELECT SECTOR SPDR TR
+$792.0K
24,530
+94%
建仓
—
PARAMOUNT GROUP INC
+$779.0K
106,900
减持
SWBI
SMITH & WESSON BRANDS INC
-$755.0K
29,214
-61%
建仓
GLD
SPDR GOLD TR
+$749.0K
4,450
建仓
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$694.0K
2,545
减持
MPC
MARATHON PETE CORP
-$668.0K
4,869
-61%
增持
—
LAM RESEARCH CORP
-$620.0K
5,666
+0%
增持
AAPL
APPLE INC
-$615.0K
26,209
+9%
减持
ABNB
AIRBNB INC
-$530.0K
5,332
-9%
建仓
SJB
PROSHARES TR
+$479.0K
17,250
增持
MSFT
MICROSOFT CORP
-$449.0K
9,800
+2%
清仓
SPT
SPROUT SOCIAL INC
-$417.0K
0
-100%
减持
HBAN
HUNTINGTON BANCSHARES INC
-$395.0K
86,617
-12%
减持
FTEC
FIDELITY COVINGTON TRUST
-$391.0K
12,983
-3%
建仓
VOO
VANGUARD INDEX FDS
+$388.0K
1,124
减持
IHI
ISHARES TR
-$362.0K
31,827
-1%
清仓
MU
MICRON TECHNOLOGY INC
-$312.0K
0
-100%
减持
FVAL
FIDELITY COVINGTON TRUST
-$296.0K
35,172
-1%
建仓
XLRE
SELECT SECTOR SPDR TR
+$296.0K
7,250
清仓
—
DRAFTKINGS INC
-$280.0K
0
-100%
清仓
IJR
ISHARES TR
-$265.0K
0
-100%
清仓
FENY
FIDELITY COVINGTON TRUST
-$259.0K
0
-100%
建仓
TLT
ISHARES TR
+$256.0K
2,230
减持
POWW
AMMO INC
-$244.0K
243,700
-3%
增持
FDVV
FIDELITY COVINGTON TRUST
-$243.0K
44,243
+0%
减持
WMT
WALMART INC
-$242.0K
2,780
-29%
增持
NOW
SERVICENOW INC
-$240.0K
3,027
+0%
建仓
ITA
ISHARES TR
+$229.0K
2,300
减持
PAVE
GLOBAL X FDS
-$224.0K
16,004
-23%
建仓
IBM
INTERNATIONAL BUSINESS MACHS
+$218.0K
1,553
减持
SRLN
SSGA ACTIVE ETF TR
-$214.0K
18,280
-16%
清仓
MS
MORGAN STANLEY
-$212.0K
0
-100%
清仓
FMAT
FIDELITY COVINGTON TRUST
-$204.0K
0
-100%
建仓
VUG
VANGUARD INDEX FDS
+$203.0K
905
减持
TRIP
TRIPADVISOR INC
-$202.0K
12,645
-21%
减持
LMT
LOCKHEED MARTIN CORP
-$192.0K
9,698
-2%
建仓
DKNG
DRAFTKINGS INC NEW
+$175.0K
14,855
减持
FDRR
FIDELITY COVINGTON TRUST
-$155.0K
27,345
-2%
清仓
—
NUVEEN ENHANCED MUN VALUE FD
-$143.0K
0
-100%
建仓
NZF
NUVEEN MUNICIPAL CREDIT INC
+$129.0K
10,234
减持
—
NORWEGIAN CRUISE LINE HLDG L
-$119.0K
11,073
-0%
清仓
—
NEW YORK CMNTY BANCORP INC
-$107.0K
0
-100%
增持
GIS
GENERAL MLS INC
+$103.0K
13,136
+0%
增持
SPY
SPDR S&P 500 ETF TR
+$98.0K
2,706
+32%
增持
UTF
COHEN & STEERS INFRASTRUCTUR
-$95.0K
31,018
+0%
增持
JNJ
JOHNSON & JOHNSON
+$94.0K
19,978
+2%
增持
QQQ
INVESCO QQQ TR
+$49.0K
1,239
+51%
增持
VZ
VERIZON COMMUNICATIONS INC
+$49.0K
5,695
+21%
增持
USA
LIBERTY ALL STAR EQUITY FD
-$46.0K
25,035
+0%
增持
THW
TEKLA WORLD HEALTHCARE FD
-$43.0K
34,910
+0%
增持
NGG
NATIONAL GRID PLC
-$41.0K
4,076
+2%
减持
ETJ
EATON VANCE RISK-MANAGED DIV
-$39.0K
19,900
-3%
增持
XBMEX
BLACKROCK HEALTH SCIENCES TR
-$34.0K
8,556
+0%
增持
NEE
NEXTERA ENERGY INC
-$31.0K
5,492
+2%
增持
EIX
EDISON INTL
-$28.0K
4,206
+0%
减持
IBB
ISHARES TR
-$27.0K
1,987
-1%
增持
XLK
SELECT SECTOR SPDR TR
-$23.0K
1,681
+12%
增持
WM
WASTE MGMT INC DEL
-$19.0K
2,928
+1%
增持
HD
HOME DEPOT INC
-$16.0K
1,613
+5%
增持
PG
PROCTER AND GAMBLE CO
-$6.0K
2,318
+4%
增持
GOOGL
ALPHABET INC
+$6.0K
221
+29%