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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
24Q1 调仓
2023-12-31 → 2024-03-31 · 共 89 项
建仓 17
增持 35
减持 31
清仓 6
方向
标的
Δ市值
现股数(环比)
建仓
IWO
ISHARES TR
+$4.2M
15,585
清仓
OLED
UNIVERSAL DISPLAY CORP
-$3.9M
0
-100%
建仓
CLX
CLOROX CO DEL
+$3.3M
21,832
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
SMIN
ISHARES TR
+$3.2M
45,020
建仓
FWRG
FIRST WATCH RESTAURANT GROUP
+$1.8M
72,636
清仓
DLR
DIGITAL RLTY TR INC
-$1.5M
0
-100%
减持
META
META PLATFORMS INC
+$1.3M
10,445
-1%
清仓
JD
JD.COM INC
-$1.3M
0
-100%
减持
FNV
FRANCO NEV CORP
-$1.3M
2,363
-83%
增持
AMZN
AMAZON COM INC
+$1.2M
25,131
+16%
清仓
—
ARISTA NETWORKS INC
-$1.2M
0
-100%
建仓
PM
PHILIP MORRIS INTL INC
+$1.2M
13,263
建仓
EPHE
ISHARES TR
+$1.1M
40,850
减持
BA
BOEING CO
-$1.1M
14,327
-4%
减持
NVDA
NVIDIA CORPORATION
+$1.1M
4,869
-27%
建仓
EWY
ISHARES INC
+$973.1K
14,500
增持
WYNN
WYNN RESORTS LTD
+$777.1K
17,850
+55%
建仓
KSA
ISHARES TR
+$772.8K
17,500
减持
AAPL
APPLE INC
-$734.4K
24,962
-4%
增持
PFF
ISHARES TR
+$713.0K
29,546
+285%
增持
IAK
ISHARES TR
+$689.6K
19,265
+23%
增持
VOO
VANGUARD INDEX FDS
+$555.7K
7,861
+7%
增持
INDA
ISHARES TR
+$521.8K
36,688
+31%
增持
FTEC
FIDELITY COVINGTON TRUST
+$448.9K
34,443
+1%
建仓
GFI
GOLD FIELDS LTD
+$445.7K
30,050
增持
AMLP
ALPS ETF TR
+$434.8K
29,138
+34%
增持
NEE
NEXTERA ENERGY INC
+$427.0K
38,524
+15%
增持
OXY
OCCIDENTAL PETE CORP
+$424.0K
23,750
+27%
建仓
CELH
CELSIUS HLDGS INC
+$414.6K
5,000
减持
MCD
MCDONALDS CORP
-$411.5K
3,030
-29%
增持
MSFT
MICROSOFT CORP
+$404.9K
7,050
+4%
清仓
GD
GENERAL DYNAMICS CORP
-$401.7K
0
-100%
增持
FVAL
FIDELITY COVINGTON TRUST
+$355.1K
32,611
+15%
建仓
VUG
VANGUARD INDEX FDS
+$335.6K
975
增持
FBND
FIDELITY MERRIMACK STR TR
+$312.9K
138,060
+7%
减持
THC
TENET HEALTHCARE CORP
+$307.4K
12,116
-4%
增持
FDVV
FIDELITY COVINGTON TRUST
+$298.9K
39,658
+12%
减持
XLP
SELECT SECTOR SPDR TR
-$250.1K
28,172
-15%
建仓
ZS
ZSCALER INC
+$242.3K
1,258
清仓
URNM
SPROTT FDS TR
-$241.3K
0
-100%
增持
TJX
TJX COS INC NEW
+$235.8K
12,500
+14%
增持
NDMO
NUVEEN DYNAMIC MUN OPPORTUNI
+$230.3K
53,000
+51%
减持
GLD
SPDR GOLD TR
-$229.2K
11,840
-15%
建仓
FNCL
FIDELITY COVINGTON TRUST
+$203.9K
3,432
建仓
IBIT
ISHARES BITCOIN TR
+$202.6K
5,006
减持
PEP
PEPSICO INC
-$198.3K
7,828
-15%
建仓
KGC
KINROSS GOLD CORP
+$164.3K
26,800
减持
JNJ
JOHNSON & JOHNSON
-$141.2K
12,959
-7%
建仓
BDRY
AMPLIFY COMMODITY TRUST
+$138.6K
10,000
减持
FDRR
FIDELITY COVINGTON TRUST
-$135.8K
5,393
-39%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$134.9K
1,603
+10%
增持
XSVM
INVESCO EXCHANGE TRADED FD T
+$134.0K
36,935
+2%
减持
POWW
AMMO INC
+$118.4K
184,400
-3%
减持
MLCO
MELCO RESORTS AND ENTMNT LTD
-$117.1K
42,160
-11%
增持
NZF
NUVEEN MUNICIPAL CREDIT INC
+$104.8K
38,430
+24%
减持
SLV
ISHARES SILVER TR
-$104.7K
18,694
-25%
增持
—
BLACKROCK INVT QUALITY MUN T
+$95.6K
44,500
+16%
减持
DKNG
DRAFTKINGS INC NEW
+$91.5K
15,285
-8%
增持
GOOGL
ALPHABET INC
+$87.6K
4,810
+6%
增持
AMD
ADVANCED MICRO DEVICES INC
+$84.3K
2,190
+4%
增持
WMT
WALMART INC
+$81.8K
11,124
+198%
减持
XLV
SELECT SECTOR SPDR TR
+$78.4K
10,286
-3%
减持
WM
WASTE MGMT INC DEL
+$76.7K
2,698
-4%
增持
IJH
ISHARES TR
+$62.1K
11,695
+400%
增持
XLU
SELECT SECTOR SPDR TR
+$61.6K
23,729
+0%
增持
V
VISA INC
+$60.8K
2,598
+2%
增持
PG
PROCTER AND GAMBLE CO
+$55.6K
2,796
+3%
减持
ORLY
OREILLY AUTOMOTIVE INC
-$52.6K
1,300
-19%
增持
CCD
CALAMOS DYNAMIC CONV & INCOM
+$50.9K
12,950
+11%
减持
HD
HOME DEPOT INC
+$48.0K
1,632
-2%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$43.2K
1,487
+1%
减持
THW
ABRDN WORLD HEALTHCARE FUND
+$40.9K
27,757
-1%
减持
SCHF
SCHWAB STRATEGIC TR
+$32.4K
20,193
-1%
增持
MQY
BLACKROCK MUNIYILD QULT FD I
+$31.2K
12,500
+25%
减持
IHI
ISHARES TR
+$28.1K
7,235
-1%
建仓
BTG
B2GOLD CORP
+$27.9K
20,765
增持
BABA
ALIBABA GROUP HLDG LTD
+$21.3K
15,301
+9%
增持
USA
LIBERTY ALL STAR EQUITY FD
+$17.3K
21,889
+0%
减持
QQQ
INVESCO QQQ TR
+$16.4K
691
-3%
增持
ETJ
EATON VANCE RISK-MANAGED DIV
+$13.2K
22,395
+1%
减持
GOOG
ALPHABET INC
-$12.1K
17,905
-8%
增持
IHF
ISHARES TR
+$11.2K
5,500
+400%
增持
IJR
ISHARES TR
+$10.6K
4,639
+0%
减持
SRLN
SSGA ACTIVE ETF TR
-$7.8K
13,978
-2%
减持
LMT
LOCKHEED MARTIN CORP
+$6.2K
8,878
-0%
减持
BIT
BLACKROCK MULTI SECTOR INC T
-$4.2K
20,750
-7%
减持
UTF
COHEN & STEERS INFRASTRUCTUR
+$4.0K
24,445
-9%
减持
DE
DEERE & CO
+$3.9K
1,113
-2%
减持
XBMEX
BLACKROCK HEALTH SCIENCES TR
+$3.9K
7,062
-2%
