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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
24Q2 调仓
2024-03-31 → 2024-06-30 · 共 90 项
建仓 14
增持 27
减持 35
清仓 14
方向
标的
Δ市值
现股数(环比)
减持
IWO
ISHARES TR
-$2.7M
5,652
-64%
减持
CLX
CLOROX CO DEL
-$2.6M
5,339
-76%
增持
XLU
SELECT SECTOR SPDR TR
+$2.3M
56,745
+139%
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
XSVM
INVESCO EXCHANGE TRADED FD T
-$2.1M
0
-100%
减持
FWRG
FIRST WATCH RESTAURANT GROUP
-$1.6M
13,169
-82%
建仓
SO
SOUTHERN CO
+$1.4M
18,494
建仓
PLTR
PALANTIR TECHNOLOGIES INC
+$1.2M
49,250
清仓
EPHE
ISHARES TR
-$1.1M
0
-100%
增持
AMZN
AMAZON COM INC
+$1.1M
28,903
+15%
增持
NVDA
NVIDIA CORPORATION
+$1.0M
43,890
+801%
建仓
RTX
RTX CORPORATION
+$1.0M
10,014
建仓
FSLR
FIRST SOLAR INC
+$992.0K
4,400
清仓
EWY
ISHARES INC
-$973.1K
0
-100%
建仓
MU
MICRON TECHNOLOGY INC
+$907.6K
8,400
建仓
GD
GENERAL DYNAMICS CORP
+$884.1K
3,047
减持
META
META PLATFORMS INC
-$850.7K
8,364
-20%
减持
TJX
TJX COS INC NEW
-$827.4K
4,000
-68%
清仓
KSA
ISHARES TR
-$772.8K
0
-100%
减持
PEP
PEPSICO INC
-$713.6K
3,980
-49%
减持
IAK
ISHARES TR
-$707.2K
13,765
-29%
建仓
TQQQ
PROSHARES TR
+$696.1K
9,430
增持
AMLP
ALPS ETF TR
+$624.1K
41,336
+42%
增持
VUG
VANGUARD INDEX FDS
+$617.3K
2,548
+161%
建仓
NEM
NEWMONT CORP
+$607.1K
14,500
增持
GOOG
ALPHABET INC
+$598.3K
18,125
+1%
增持
GLD
SPDR GOLD TR
+$591.7K
14,080
+19%
建仓
DIA
SPDR DOW JONES INDL AVERAGE
+$586.7K
1,500
建仓
USHY
ISHARES TR
+$533.3K
14,700
增持
VOO
VANGUARD INDEX FDS
+$513.7K
8,583
+9%
增持
GOOGL
ALPHABET INC
+$475.7K
6,585
+37%
减持
WYNN
WYNN RESORTS LTD
-$451.0K
15,350
-14%
增持
SLV
ISHARES SILVER TR
+$424.0K
32,719
+75%
清仓
CELH
CELSIUS HLDGS INC
-$414.6K
0
-100%
减持
AAPL
APPLE INC
+$390.9K
22,179
-11%
建仓
BALL
BALL CORP
+$330.1K
5,500
减持
ORLY
OREILLY AUTOMOTIVE INC
-$305.9K
1,100
-15%
清仓
MLCO
MELCO RESORTS AND ENTMNT LTD
-$303.9K
0
-100%
减持
THC
TENET HEALTHCARE CORP
+$283.6K
11,591
-4%
减持
MCD
MCDONALDS CORP
-$255.5K
2,350
-22%
清仓
FDRR
FIDELITY COVINGTON TRUST
-$251.1K
0
-100%
减持
BA
BOEING CO
-$243.8K
13,865
-3%
清仓
ZS
ZSCALER INC
-$242.3K
0
-100%
清仓
NGG
NATIONAL GRID PLC
-$225.8K
0
-100%
建仓
DUK
DUKE ENERGY CORP NEW
+$215.3K
2,148
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$211.4K
1,092
-32%
清仓
FNCL
FIDELITY COVINGTON TRUST
-$203.9K
0
-100%
清仓
IBIT
ISHARES BITCOIN TR
-$202.6K
0
-100%
减持
POWW
AMMO INC
-$199.1K
183,400
-1%
减持
PG
PROCTER AND GAMBLE CO
-$176.1K
1,683
-40%
清仓
KGC
KINROSS GOLD CORP
-$164.3K
0
-100%
增持
PM
PHILIP MORRIS INTL INC
+$154.1K
13,513
+2%
减持
INDA
ISHARES TR
-$146.9K
31,299
-15%
增持
LMT
LOCKHEED MARTIN CORP
+$145.0K
8,956
+1%
增持
JNJ
JOHNSON & JOHNSON
-$144.8K
13,035
+1%
增持
QQQ
INVESCO QQQ TR
+$144.1K
941
+36%
减持
NEE
NEXTERA ENERGY INC
+$141.9K
36,774
-5%
清仓
BDRY
AMPLIFY COMMODITY TRUST
-$138.6K
0
-100%
减持
DKNG
DRAFTKINGS INC NEW
-$135.6K
14,035
-8%
减持
DE
DEERE & CO
-$127.0K
913
-18%
减持
FTEC
FIDELITY COVINGTON TRUST
+$123.5K
32,014
-7%
增持
NZF
NUVEEN MUNICIPAL CREDIT INC
+$109.2K
46,930
+22%
增持
—
BLACKROCK INVT QUALITY MUN T
+$100.1K
54,500
+22%
减持
GFI
GOLD FIELDS LTD
-$87.4K
24,049
-20%
增持
NDMO
NUVEEN DYNAMIC MUN OPPORTUNI
+$87.0K
61,500
+16%
增持
MQY
BLACKROCK MUNIYILD QULT FD I
+$86.3K
19,500
+56%
增持
FVAL
FIDELITY COVINGTON TRUST
+$72.6K
33,471
+3%
减持
WMT
WALMART INC
+$67.0K
10,874
-2%
减持
V
VISA INC
-$62.7K
2,515
-3%
增持
HD
HOME DEPOT INC
-$56.0K
1,645
+1%
减持
BABA
ALIBABA GROUP HLDG LTD
-$54.5K
14,708
-4%
减持
FDVV
FIDELITY COVINGTON TRUST
+$52.9K
39,542
-0%
减持
UTF
COHEN & STEERS INFRASTRUCTUR
-$51.2K
23,336
-5%
增持
PFF
ISHARES TR
+$50.1K
31,771
+8%
减持
MSFT
MICROSOFT CORP
+$46.2K
6,733
-4%
减持
AMD
ADVANCED MICRO DEVICES INC
-$46.0K
2,153
-2%
减持
XLP
SELECT SECTOR SPDR TR
-$40.6K
27,560
-2%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$35.4K
1,437
-3%
增持
FBND
FIDELITY MERRIMACK STR TR
+$33.8K
139,983
+1%
减持
SMIN
ISHARES TR
+$32.8K
39,520
-12%
清仓
BTG
B2GOLD CORP
-$27.9K
0
-100%
增持
OXY
OCCIDENTAL PETE CORP
+$22.8K
24,850
+5%
建仓
EOSE
EOS ENERGY ENTERPRISES INC
+$22.2K
17,500
减持
THW
ABRDN WORLD HEALTHCARE FUND
-$16.1K
26,747
-4%
增持
FNV
FRANCO NEV CORP
+$11.8K
2,475
+5%
增持
XLV
SELECT SECTOR SPDR TR
-$10.8K
10,351
+1%
减持
XBMEX
BLACKROCK HEALTH SCIENCES TR
-$8.1K
6,963
-1%
增持
USA
LIBERTY ALL STAR EQUITY FD
-$7.5K
21,923
+0%
增持
SRLN
SSGA ACTIVE ETF TR
-$4.2K
13,982
+0%
减持
ETJ
EATON VANCE RISK-MANAGED DIV
+$1.3K
21,446
-4%
建仓
—
VERB TECHNOLOGY CO INC
+$1.2K
10,000