小隐寺数据中心
概览
新闻
情绪
Reddit 热门
散户社区提及与热度榜
机构
机构目录
全部机构
机构持仓
机构真实持仓
事件
新股 IPO
定价、上市与申报追踪
内部人买卖
高管与董事交易
重大事件
并购/高管/退市等重大报告
举牌
主动或被动披露
财务
季报
10-Q 季度财报申报流
年报
10-K 年度财报申报流
公司
公司目录
上市公司高管与档案
势力阵营
即将上线
校友与资本关系图谱
人物
明星投资人
知名基金经理与持仓动向
政客交易
国会议员持仓披露
API
小隐寺主站
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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 94 项
建仓 14
增持 27
减持 44
清仓 9
方向
标的
Δ市值
现股数(环比)
减持
SPMO
INVESCO EXCH TRADED FD TR II
-$4.9M
2,615
-95%
建仓
MOO
VANECK ETF TRUST
+$3.9M
53,175
增持
GLD
SPDR GOLD TR
+$3.7M
14,067
+636%
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。
减持
IWO
ISHARES TR
-$3.5M
6,901
-68%
清仓
ROBO
EXCHANGE TRADED CONCEPTS TRU
-$2.8M
0
-100%
建仓
GDX
VANECK ETF TRUST
+$2.3M
44,450
增持
SLV
ISHARES SILVER TR
+$2.0M
77,830
+310%
增持
FTEC
FIDELITY COVINGTON TRUST
+$1.9M
34,168
+13%
清仓
EWG
ISHARES INC
-$1.8M
0
-100%
增持
VUG
VANGUARD INDEX FDS
+$1.8M
7,433
+91%
建仓
INDA
ISHARES TR
+$1.8M
31,676
增持
AMD
ADVANCED MICRO DEVICES INC
+$1.6M
23,211
+37%
增持
NVDA
NVIDIA CORPORATION
+$1.5M
25,576
+8%
增持
PM
PHILIP MORRIS INTL INC
+$1.5M
20,813
+42%
建仓
EWZS
ISHARES TR
+$1.4M
105,700
增持
FUTY
FIDELITY COVINGTON TRUST
+$1.3M
46,425
+110%
减持
META
META PLATFORMS INC
+$1.3M
8,168
-1%
建仓
EWZ
ISHARES INC
+$1.2M
40,500
减持
PLTR
PALANTIR TECHNOLOGIES INC
+$1.0M
27,800
-14%
增持
VOO
VANGUARD INDEX FDS
+$1.0M
12,042
+6%
减持
SNOW
SNOWFLAKE INC
-$994.5K
1,983
-80%
增持
FVAL
FIDELITY COVINGTON TRUST
+$970.2K
45,482
+40%
增持
MSFT
MICROSOFT CORP
+$892.0K
6,723
+3%
减持
CRWD
CROWDSTRIKE HLDGS INC
+$712.0K
9,584
-19%
清仓
INSE
INSPIRED ENTMT INC
-$696.0K
0
-100%
减持
HACK
AMPLIFY ETF TR
+$671.0K
50,978
-2%
减持
VGK
VANGUARD INTL EQUITY INDEX F
-$644.8K
40,603
-25%
减持
FBND
FIDELITY MERRIMACK STR TR
-$616.5K
127,193
-10%
清仓
ARGT
GLOBAL X FDS
-$582.0K
0
-100%
建仓
AAAU
GOLDMAN SACHS PHYSICAL GOLD
+$523.7K
16,025
减持
AMZN
AMAZON COM INC
+$491.0K
22,857
-4%
建仓
DVY
ISHARES TR
+$405.2K
3,051
减持
BBN
BLACKROCK TAX MUNICPAL BD TR
-$369.9K
78,233
-20%
增持
CLOZ
SERIES PORTFOLIOS TR
+$354.7K
23,500
+128%
增持
AAPL
APPLE INC
-$334.8K
22,323
+1%
减持
CLX
CLOROX CO DEL
-$323.8K
2,680
-39%
建仓
FNCL
FIDELITY COVINGTON TRUST
+$312.8K
4,225
建仓
MP
MP MATERIALS CORP
+$282.8K
8,500
清仓
CCD
CALAMOS DYNAMIC CONV & INCOM
-$275.7K
0
-100%
减持
AGG
ISHARES TR
-$273.5K
2,069
-57%
建仓
COF
CAPITAL ONE FINL CORP
+$256.2K
1,204
建仓
FENY
FIDELITY COVINGTON TRUST
+$246.2K
10,500
减持
—
BLACKROCK INVT QUALITY MUN T
-$245.8K
88,500
-16%
增持
NOW
SERVICENOW INC
+$242.9K
999
+1%
清仓
EFNL
ISHARES TR
-$239.1K
0
-100%
清仓
QTUM
ETF SER SOLUTIONS
-$236.6K
0
-100%
清仓
DJT
TRUMP MEDIA & TECHNOLOGY GRO
-$225.0K
0
-100%
清仓
XBMEX
BLACKROCK HEALTH SCIENCES TR
-$221.9K
0
-100%
建仓
UBER
UBER TECHNOLOGIES INC
+$207.7K
2,226
建仓
LLY
ELI LILLY & CO
+$203.5K
261
建仓
VZ
VERIZON COMMUNICATIONS INC
+$201.6K
4,660
减持
EUAD
SPINNAKER ETF SERIES
+$199.3K
68,920
-17%
增持
SPY
SPDR S&P 500 ETF TR
+$158.5K
2,520
+1%
减持
XLP
SELECT SECTOR SPDR TR
-$151.9K
25,017
-6%
增持
SCHF
SCHWAB STRATEGIC TR
+$121.1K
42,343
+3%
减持
MCD
MCDONALDS CORP
-$115.9K
1,329
-18%
减持
SO
SOUTHERN CO
-$112.4K
17,294
-6%
增持
AXGN
AXOGEN INC
-$106.2K
15,700
+9%
减持
POWW
OUTDOOR HOLDING CO
-$106.0K
48,950
-60%
减持
THW
ABRDN WORLD HEALTHCARE FUND
-$99.1K
12,433
-37%
减持
WMT
WALMART INC
+$95.2K
10,413
-1%
减持
DIA
SPDR DOW JONES INDL AVERAGE
-$94.6K
500
-33%
增持
GOOGL
ALPHABET INC
+$91.7K
3,024
+6%
减持
DKNG
DRAFTKINGS INC NEW
-$84.6K
4,810
-45%
减持
MQY
BLACKROCK MUNIYILD QULT FD I
-$84.4K
45,100
-10%
减持
NZF
NUVEEN MUNICIPAL CREDIT INC
-$80.0K
60,755
-8%
增持
QQQ
INVESCO QQQ TR
+$63.7K
708
+2%
减持
PFF
ISHARES TR
-$61.0K
37,821
-5%
减持
WM
WASTE MGMT INC DEL
-$58.6K
2,414
-9%
减持
THC
TENET HEALTHCARE CORP
+$56.1K
3,115
-15%
减持
XLU
SELECT SECTOR SPDR TR
-$46.4K
14,881
-7%
增持
IJH
ISHARES TR
+$45.7K
12,434
+0%
减持
XLV
SELECT SECTOR SPDR TR
-$38.8K
2,306
-4%
减持
FIDU
FIDELITY COVINGTON TRUST
-$36.6K
7,479
-17%
减持
NDMO
NUVEEN DYNAMIC MUN OPPORTUNI
-$36.5K
57,040
-4%
减持
BA
BOEING CO
+$28.6K
4,933
-16%
增持
IJR
ISHARES TR
+$21.3K
4,501
+0%
减持
HD
HOME DEPOT INC
-$20.6K
1,595
-3%
减持
USA
LIBERTY ALL STAR EQUITY FD
-$18.8K
15,057
-19%
减持
FDVV
FIDELITY COVINGTON TRUST
-$18.0K
37,208
-6%
增持
NEE
NEXTERA ENERGY INC
-$17.1K
35,573
+1%
减持
GFI
GOLD FIELDS LTD
-$17.0K
18,507
-10%
增持
V
VISA INC
+$16.2K
2,543
+1%
增持
TJX
TJX COS INC NEW
+$15.9K
4,074
+2%
减持
VWO
VANGUARD INTL EQUITY INDEX F
+$15.0K
5,502
-3%
减持
IBIT
ISHARES BITCOIN TRUST ETF
-$13.6K
3,772
-28%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$10.6K
1,048
+18%
增持
ETJ
EATON VANCE RISK-MANAGED DIV
+$9.3K
16,067
+0%
增持
SRLN
SSGA ACTIVE ETF TR
+$6.6K
14,096
+0%
减持
GOOG
ALPHABET INC
+$6.0K
14,830
-12%
减持
UTF
COHEN & STEERS INFRASTRUCTUR
-$5.9K
15,019
-7%
减持
DE
DEERE & CO
+$1.8K
706
-7%
减持
IHI
ISHARES TR
-$1.7K
6,686
-4%
减持
LMT
LOCKHEED MARTIN CORP
-$87
456
-4%
