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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
24Q4 调仓
2024-09-30 → 2024-12-31 · 共 89 项
建仓 10
增持 22
减持 37
清仓 20
方向
标的
Δ市值
现股数(环比)
增持
FTEC
FIDELITY COVINGTON TRUST
+$5.1M
53,567
+93%
增持
IWO
ISHARES TR
+$4.7M
21,784
+288%
增持
AMD
ADVANCED MICRO DEVICES INC
+$3.7M
33,205
+1650%
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
SMIN
ISHARES TR
-$3.6M
0
-100%
减持
GLD
SPDR GOLD TR
-$3.5M
1,713
-89%
清仓
—
LAM RESEARCH CORP
-$2.9M
0
-100%
清仓
FENY
FIDELITY COVINGTON TRUST
-$2.8M
0
-100%
建仓
LRCX
LAM RESEARCH CORP
+$2.5M
35,272
建仓
CRWD
CROWDSTRIKE HLDGS INC
+$2.2M
6,331
清仓
INDA
ISHARES TR
-$2.0M
0
-100%
建仓
FIDU
FIDELITY COVINGTON TRUST
+$1.9M
27,125
减持
XLU
SELECT SECTOR SPDR TR
-$1.9M
49,679
-29%
减持
PLTR
PALANTIR TECHNOLOGIES INC
+$1.7M
46,550
-5%
清仓
XLRE
SELECT SECTOR SPDR TR
-$1.7M
0
-100%
清仓
FAF
FIRST AMERN FINL CORP
-$1.6M
0
-100%
清仓
OXY
OCCIDENTAL PETE CORP
-$1.6M
0
-100%
减持
MU
MICRON TECHNOLOGY INC
-$1.4M
3,110
-81%
清仓
ORLY
OREILLY AUTOMOTIVE INC
-$1.3M
0
-100%
减持
THC
TENET HEALTHCARE CORP
-$1.1M
5,785
-47%
减持
XLV
SELECT SECTOR SPDR TR
-$1.1M
2,790
-71%
建仓
TQQQ
PROSHARES TR
+$1.1M
13,500
减持
LMT
LOCKHEED MARTIN CORP
-$1.1M
8,067
-5%
清仓
PEP
PEPSICO INC
-$1.0M
0
-100%
清仓
RTX
RTX CORPORATION
-$1.0M
0
-100%
建仓
INSE
INSPIRED ENTMT INC
+$986.5K
109,000
增持
AMZN
AMAZON COM INC
+$848.8K
23,488
+2%
增持
USHY
ISHARES TR
+$817.2K
36,950
+157%
清仓
BABA
ALIBABA GROUP HLDG LTD
-$803.3K
0
-100%
增持
META
META PLATFORMS INC
+$782.9K
8,252
+17%
清仓
NEM
NEWMONT CORP
-$748.3K
0
-100%
建仓
TNA
DIREXION SHS ETF TR
+$732.9K
17,500
增持
VOO
VANGUARD INDEX FDS
+$702.9K
9,811
+12%
清仓
GD
GENERAL DYNAMICS CORP
-$694.1K
0
-100%
减持
NEE
NEXTERA ENERGY INC
-$560.3K
36,724
-3%
减持
FUTY
FIDELITY COVINGTON TRUST
-$534.1K
49,375
-13%
建仓
FBTC
FIDELITY WISE ORIGIN BITCOIN
+$513.5K
6,295
减持
PM
PHILIP MORRIS INTL INC
-$421.5K
19,913
-13%
增持
VUG
VANGUARD INDEX FDS
+$374.3K
3,405
+27%
减持
AAPL
APPLE INC
+$357.0K
21,955
-0%
减持
JNJ
JOHNSON & JOHNSON
-$321.6K
12,159
-5%
清仓
TLT
ISHARES TR
-$278.3K
0
-100%
建仓
IBIT
ISHARES BITCOIN TRUST ETF
+$274.4K
5,173
增持
AMLP
ALPS ETF TR
+$271.6K
39,212
+14%
增持
GOOGL
ALPHABET INC
+$266.4K
3,935
+36%
清仓
FNV
FRANCO NEV CORP
-$259.9K
0
-100%
清仓
DUK
DUKE ENERGY CORP NEW
-$247.7K
0
-100%
建仓
—
LINDE PLC
+$247.0K
590
清仓
—
RLJ LODGING TR
-$232.8K
0
-100%
清仓
NGG
NATIONAL GRID PLC
-$230.6K
0
-100%
增持
FBND
FIDELITY MERRIMACK STR TR
-$228.4K
142,483
+1%
建仓
MSTR
MICROSTRATEGY INC
+$217.2K
750
减持
SLV
ISHARES SILVER TR
-$198.7K
14,660
-29%
减持
GOOG
ALPHABET INC
+$196.5K
16,725
-6%
减持
XLP
SELECT SECTOR SPDR TR
-$176.3K
26,783
-3%
增持
—
BLACKROCK INVT QUALITY MUN T
-$155.8K
99,000
+2%
减持
GIS
GENERAL MLS INC
-$131.9K
13,031
-0%
减持
DKNG
DRAFTKINGS INC NEW
-$127.1K
8,980
-24%
减持
THW
ABRDN WORLD HEALTHCARE FUND
-$125.8K
20,377
-23%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$114.8K
830
-9%
减持
POWW
AMMO INC
-$111.8K
133,500
-26%
减持
MCD
MCDONALDS CORP
-$105.4K
2,001
-11%
减持
GFI
GOLD FIELDS LTD
-$97.2K
20,600
-14%
清仓
IDX
VANECK ETF TRUST
-$90.7K
0
-100%
减持
PFF
ISHARES TR
-$84.8K
44,581
-0%
增持
SCHF
SCHWAB STRATEGIC TR
-$83.5K
40,552
+100%
减持
BA
BOEING CO
+$78.2K
6,443
-8%
减持
WMT
WALMART INC
+$78.1K
10,449
-3%
减持
PG
PROCTER AND GAMBLE CO
-$68.5K
1,390
-7%
增持
NDMO
NUVEEN DYNAMIC MUN OPPORTUNI
-$63.8K
63,000
+1%
减持
XBMEX
BLACKROCK HEALTH SCIENCES TR
-$62.5K
5,941
-13%
增持
MQY
BLACKROCK MUNIYILD QULT FD I
+$62.3K
51,500
+27%
减持
FVAL
FIDELITY COVINGTON TRUST
-$60.5K
31,691
-4%
减持
UTF
COHEN & STEERS INFRASTRUCTUR
-$57.7K
22,735
-2%
减持
MSFT
MICROSOFT CORP
-$57.7K
6,461
-0%
增持
BBN
BLACKROCK TAX MUNICPAL BD TR
-$52.7K
101,750
+3%
增持
NZF
NUVEEN MUNICIPAL CREDIT INC
-$48.1K
65,755
+2%
增持
HON
HONEYWELL INTL INC
+$42.7K
2,213
+0%
减持
NVDA
NVIDIA CORPORATION
-$36.3K
32,758
-7%
减持
AXGN
AXOGEN INC
+$30.5K
14,400
-2%
减持
IHI
ISHARES TR
-$20.9K
6,986
-3%
减持
CLX
CLOROX CO DEL
-$18.5K
4,408
-2%
减持
USA
LIBERTY ALL STAR EQUITY FD
-$17.2K
19,957
-9%
增持
FDVV
FIDELITY COVINGTON TRUST
-$17.1K
39,376
+1%
增持
SRLN
SSGA ACTIVE ETF TR
+$12.3K
14,491
+2%
增持
IJR
ISHARES TR
-$7.8K
4,624
+0%
减持
SPMO
INVESCO EXCH TRADED FD TR II
+$4.5K
3,100
-3%
增持
ETJ
EATON VANCE RISK-MANAGED DIV
+$2.2K
21,453
+0%
清仓
—
VERB TECHNOLOGY CO INC
-$480
0
-100%
减持
IJH
ISHARES TR
-$426
11,690
-0%