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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
24Q3 调仓
2024-06-30 → 2024-09-30 · 共 84 项
建仓 12
增持 23
减持 42
清仓 7
方向
标的
Δ市值
现股数(环比)
建仓
FUTY
FIDELITY COVINGTON TRUST
+$2.9M
56,875
建仓
FENY
FIDELITY COVINGTON TRUST
+$2.8M
126,063
增持
XLU
SELECT SECTOR SPDR TR
+$1.7M
69,496
+22%
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
BBN
BLACKROCK TAX MUNICPAL BD TR
+$1.7M
98,750
建仓
XLRE
SELECT SECTOR SPDR TR
+$1.7M
37,600
建仓
FAF
FIRST AMERN FINL CORP
+$1.6M
24,000
清仓
IAK
ISHARES TR
-$1.6M
0
-100%
减持
BA
BOEING CO
-$1.5M
6,987
-50%
增持
PM
PHILIP MORRIS INTL INC
+$1.4M
22,963
+70%
清仓
WYNN
WYNN RESORTS LTD
-$1.4M
0
-100%
减持
AMZN
AMAZON COM INC
-$1.3M
23,100
-20%
清仓
FSLR
FIRST SOLAR INC
-$992.0K
0
-100%
减持
NVDA
NVIDIA CORPORATION
-$986.8K
35,373
-19%
增持
GLD
SPDR GOLD TR
+$904.2K
16,175
+15%
减持
—
LAM RESEARCH CORP
-$888.1K
3,527
-0%
减持
LMT
LOCKHEED MARTIN CORP
+$802.5K
8,529
-5%
增持
MU
MICRON TECHNOLOGY INC
+$793.3K
16,400
+95%
减持
GOOGL
ALPHABET INC
-$721.0K
2,885
-56%
减持
FTEC
FIDELITY COVINGTON TRUST
-$697.4K
27,783
-13%
清仓
TQQQ
PROSHARES TR
-$696.1K
0
-100%
增持
—
BLACKROCK INVT QUALITY MUN T
+$607.3K
97,500
+79%
增持
NEE
NEXTERA ENERGY INC
+$589.1K
37,774
+3%
减持
PLTR
PALANTIR TECHNOLOGIES INC
+$566.0K
48,750
-1%
增持
PFF
ISHARES TR
+$484.0K
44,731
+41%
减持
AAPL
APPLE INC
+$469.6K
22,064
-1%
增持
SMIN
ISHARES TR
+$374.3K
41,520
+5%
减持
AMLP
ALPS ETF TR
-$366.5K
34,305
-17%
增持
PEP
PEPSICO INC
+$360.1K
4,728
+19%
减持
GOOG
ALPHABET INC
-$335.9K
17,875
-1%
增持
FBND
FIDELITY MERRIMACK STR TR
+$332.1K
141,668
+1%
清仓
BALL
BALL CORP
-$330.1K
0
-100%
减持
THC
TENET HEALTHCARE CORP
+$322.7K
11,000
-5%
建仓
—
EXXON MOBIL CORP
+$292.5K
2,410
增持
MQY
BLACKROCK MUNIYILD QULT FD I
+$291.5K
40,500
+108%
增持
VOO
VANGUARD INDEX FDS
+$290.9K
8,786
+2%
建仓
SPMO
INVESCO EXCH TRADED FD TR II
+$290.0K
3,200
建仓
TLT
ISHARES TR
+$278.3K
2,837
增持
NZF
NUVEEN MUNICIPAL CREDIT INC
+$268.7K
64,755
+38%
减持
SLV
ISHARES SILVER TR
-$258.2K
20,579
-37%
减持
BABA
ALIBABA GROUP HLDG LTD
-$249.3K
7,570
-49%
清仓
FWRG
FIRST WATCH RESTAURANT GROUP
-$231.2K
0
-100%
建仓
NGG
NATIONAL GRID PLC
+$230.6K
3,310
增持
INDA
ISHARES TR
+$229.8K
33,756
+8%
减持
MSFT
MICROSOFT CORP
-$228.3K
6,463
-4%
建仓
MSI
MOTOROLA SOLUTIONS INC
+$225.7K
502
建仓
AXGN
AXOGEN INC
+$206.8K
14,750
减持
GD
GENERAL DYNAMICS CORP
-$189.9K
2,297
-25%
减持
JNJ
JOHNSON & JOHNSON
+$174.8K
12,835
-2%
减持
XLP
SELECT SECTOR SPDR TR
+$171.1K
27,490
-0%
减持
META
META PLATFORMS INC
-$168.6K
7,070
-15%
减持
NEM
NEWMONT CORP
+$141.2K
14,000
-3%
减持
FDVV
FIDELITY COVINGTON TRUST
+$133.6K
39,159
-1%
减持
WMT
WALMART INC
+$129.7K
10,724
-1%
减持
QQQ
INVESCO QQQ TR
-$118.5K
681
-28%
减持
IWO
ISHARES TR
+$110.8K
5,615
-1%
增持
HD
HOME DEPOT INC
+$104.3K
1,655
+1%
建仓
IDX
VANECK ETF TRUST
+$90.7K
92,000
减持
MCD
MCDONALDS CORP
+$86.7K
2,251
-4%
减持
FVAL
FIDELITY COVINGTON TRUST
+$82.7K
33,171
-1%
减持
UTF
COHEN & STEERS INFRASTRUCTUR
+$79.6K
23,213
-1%
减持
DKNG
DRAFTKINGS INC NEW
-$74.6K
11,765
-16%
增持
VUG
VANGUARD INDEX FDS
+$70.3K
2,680
+5%
增持
SCHF
SCHWAB STRATEGIC TR
+$57.9K
20,276
+0%
减持
POWW
AMMO INC
-$49.5K
180,800
-1%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$46.9K
917
-16%
减持
IJR
ISHARES TR
+$45.4K
4,619
-0%
减持
AMD
ADVANCED MICRO DEVICES INC
-$38.0K
1,897
-12%
减持
XLV
SELECT SECTOR SPDR TR
-$36.2K
9,561
-8%
减持
FNV
FRANCO NEV CORP
-$33.4K
2,092
-15%
增持
NDMO
NUVEEN DYNAMIC MUN OPPORTUNI
+$30.9K
62,500
+2%
减持
PG
PROCTER AND GAMBLE CO
+$24.0K
1,491
-11%
增持
IHI
ISHARES TR
+$23.0K
7,236
+0%
清仓
EOSE
EOS ENERGY ENTERPRISES INC
-$22.2K
0
-100%
减持
WM
WASTE MGMT INC DEL
-$20.7K
2,673
-1%
减持
DE
DEERE & CO
-$11.4K
763
-16%
增持
ETJ
EATON VANCE RISK-MANAGED DIV
+$9.3K
21,450
+0%
减持
USHY
ISHARES TR
+$8.8K
14,400
-2%
增持
SRLN
SSGA ACTIVE ETF TR
+$8.0K
14,186
+1%
增持
USA
LIBERTY ALL STAR EQUITY FD
+$6.8K
21,957
+0%
减持
CLX
CLOROX CO DEL
+$5.8K
4,508
-16%
减持
RTX
RTX CORPORATION
-$4.0K
8,264
-17%
减持
XBMEX
BLACKROCK HEALTH SCIENCES TR
+$3.3K
6,864
-1%
增持
OXY
OCCIDENTAL PETE CORP
+$3.1K
30,450
+23%
减持
THW
ABRDN WORLD HEALTHCARE FUND
-$1.1K
26,385
-1%