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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
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 88 项
建仓 13
增持 25
减持 41
清仓 9
方向
标的
Δ市值
现股数(环比)
减持
FTEC
FIDELITY COVINGTON TRUST
-$5.0M
30,312
-43%
增持
SPMO
INVESCO EXCH TRADED FD TR II
+$4.9M
55,871
+1702%
建仓
VGK
VANGUARD INTL EQUITY INDEX F
+$3.8M
54,003
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
HACK
AMPLIFY ETF TR
+$3.7M
51,977
减持
LMT
LOCKHEED MARTIN CORP
-$3.7M
473
-94%
建仓
EUAD
SPINNAKER ETF SERIES
+$2.8M
82,750
建仓
ROBO
EXCHANGE TRADED CONCEPTS TRU
+$2.8M
53,700
减持
XLU
SELECT SECTOR SPDR TR
-$2.5M
15,998
-68%
减持
AMD
ADVANCED MICRO DEVICES INC
-$2.3M
16,891
-49%
增持
CRWD
CROWDSTRIKE HLDGS INC
+$2.0M
11,825
+87%
清仓
AMLP
ALPS ETF TR
-$1.9M
0
-100%
减持
NVDA
NVIDIA CORPORATION
-$1.8M
23,773
-27%
建仓
EWG
ISHARES INC
+$1.8M
49,000
建仓
SNOW
SNOWFLAKE INC
+$1.4M
9,890
减持
FIDU
FIDELITY COVINGTON TRUST
-$1.3M
9,004
-67%
减持
FUTY
FIDELITY COVINGTON TRUST
-$1.3M
22,075
-55%
清仓
TQQQ
PROSHARES TR
-$1.1M
0
-100%
减持
IWO
ISHARES TR
-$827.6K
21,298
-2%
减持
PLTR
PALANTIR TECHNOLOGIES INC
-$777.6K
32,500
-30%
清仓
TNA
DIREXION SHS ETF TR
-$732.9K
0
-100%
增持
AMZN
AMAZON COM INC
-$629.4K
23,776
+1%
增持
AAPL
APPLE INC
-$583.1K
22,126
+1%
建仓
ARGT
GLOBAL X FDS
+$582.0K
7,206
增持
GOOG
ALPHABET INC
-$560.4K
16,800
+0%
增持
VOO
VANGUARD INDEX FDS
+$531.2K
11,320
+15%
清仓
FBTC
FIDELITY WISE ORIGIN BITCOIN
-$513.5K
0
-100%
建仓
AGG
ISHARES TR
+$478.8K
4,840
建仓
HYLS
FIRST TR EXCHANGE-TRADED FD
+$410.4K
10,000
减持
DIA
SPDR DOW JONES INDL AVERAGE
-$323.3K
750
-50%
减持
GOOGL
ALPHABET INC
-$303.7K
2,853
-27%
清仓
BIT
BLACKROCK MULTI SECTOR INC T
-$302.9K
0
-100%
减持
INSE
INSPIRED ENTMT INC
-$290.4K
81,500
-25%
减持
NOW
SERVICENOW INC
-$274.9K
985
-1%
建仓
CLOZ
SERIES PORTFOLIOS TR
+$273.7K
10,300
增持
MSFT
MICROSOFT CORP
-$271.3K
6,532
+1%
清仓
MU
MICRON TECHNOLOGY INC
-$261.7K
0
-100%
清仓
—
EXXON MOBIL CORP
-$259.2K
0
-100%
清仓
—
LINDE PLC
-$247.0K
0
-100%
建仓
EFNL
ISHARES TR
+$239.1K
6,500
减持
THC
TENET HEALTHCARE CORP
-$238.1K
3,659
-37%
建仓
QTUM
ETF SER SOLUTIONS
+$236.6K
3,175
清仓
PG
PROCTER AND GAMBLE CO
-$233.0K
0
-100%
建仓
DJT
TRUMP MEDIA & TECHNOLOGY GRO
+$225.0K
11,515
增持
SLV
ISHARES SILVER TR
+$186.5K
18,975
+29%
减持
PFF
ISHARES TR
-$180.2K
39,746
-11%
减持
JNJ
JOHNSON & JOHNSON
+$168.3K
11,618
-4%
减持
NEE
NEXTERA ENERGY INC
-$146.2K
35,076
-4%
增持
GLD
SPDR GOLD TR
+$143.4K
1,912
+12%
减持
UTF
COHEN & STEERS INFRASTRUCTUR
-$135.9K
16,172
-29%
减持
BA
BOEING CO
-$135.3K
5,893
-9%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$122.3K
886
+7%
增持
—
BLACKROCK INVT QUALITY MUN T
+$108.3K
105,500
+7%
增持
V
VISA INC
+$91.8K
2,530
+1%
减持
MCD
MCDONALDS CORP
-$75.9K
1,614
-19%
增持
META
META PLATFORMS INC
-$74.9K
8,253
+0%
增持
USHY
ISHARES TR
+$74.4K
38,950
+5%
减持
XLP
SELECT SECTOR SPDR TR
+$72.1K
26,663
-0%
减持
WM
WASTE MGMT INC DEL
+$71.6K
2,639
-1%
减持
CLX
CLOROX CO DEL
-$70.3K
4,384
-1%
减持
PM
PHILIP MORRIS INTL INC
-$69.1K
14,663
-26%
增持
SCHF
SCHWAB STRATEGIC TR
+$64.4K
41,186
+2%
减持
ETJ
EATON VANCE RISK-MANAGED DIV
-$63.8K
16,064
-25%
减持
GIS
GENERAL MLS INC
-$63.8K
12,831
-2%
减持
IJR
ISHARES TR
-$62.1K
4,500
-3%
增持
VUG
VANGUARD INDEX FDS
+$51.3K
3,890
+14%
减持
DKNG
DRAFTKINGS INC NEW
-$43.1K
8,760
-2%
减持
FBND
FIDELITY MERRIMACK STR TR
+$42.4K
140,977
-1%
减持
HD
HOME DEPOT INC
-$38.3K
1,652
-0%
减持
XLV
SELECT SECTOR SPDR TR
-$34.1K
2,395
-14%
减持
DE
DEERE & CO
+$33.9K
761
-0%
增持
IBIT
ISHARES BITCOIN TRUST ETF
-$30.0K
5,222
+1%
减持
SRLN
SSGA ACTIVE ETF TR
-$25.0K
14,093
-3%
减持
POWW
AMMO INC
+$21.9K
122,250
-8%
增持
QQQ
INVESCO QQQ TR
-$21.3K
692
+2%
增持
WMT
WALMART INC
-$21.1K
10,513
+1%
减持
NDMO
NUVEEN DYNAMIC MUN OPPORTUNI
-$20.4K
59,540
-5%
增持
LRCX
LAM RESEARCH CORP
+$20.2K
35,322
+0%
减持
USA
LIBERTY ALL STAR EQUITY FD
-$17.4K
18,526
-7%
增持
MS
MORGAN STANLEY
-$17.4K
2,335
+1%
增持
FVAL
FIDELITY COVINGTON TRUST
-$15.0K
32,467
+2%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$14.9K
5,682
+3%
减持
IHF
ISHARES TR
+$13.3K
5,250
-5%
增持
FDVV
FIDELITY COVINGTON TRUST
-$12.9K
39,387
+0%
减持
BBN
BLACKROCK TAX MUNICPAL BD TR
-$10.0K
97,733
-4%
减持
MQY
BLACKROCK MUNIYILD QULT FD I
-$7.8K
50,000
-3%
减持
XBMEX
BLACKROCK HEALTH SCIENCES TR
-$3.5K
5,742
-3%
增持
IJH
ISHARES TR
-$2.9K
12,433
+6%
减持
THW
ABRDN WORLD HEALTHCARE FUND
+$2.3K
19,657
-4%