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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
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 100 项
建仓 17
增持 29
减持 43
清仓 11
方向
标的
Δ市值
现股数(环比)
建仓
IWM
ISHARES TR
+$5.5M
22,755
增持
FTEC
FIDELITY COVINGTON TRUST
+$5.1M
53,155
+56%
清仓
MOO
VANECK ETF TRUST
-$3.9M
0
-100%
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
GLD
SPDR GOLD TR
-$3.8M
1,412
-90%
清仓
VGK
VANGUARD INTL EQUITY INDEX F
-$3.1M
0
-100%
建仓
KRE
SPDR SERIES TRUST
+$2.8M
44,500
建仓
MU
MICRON TECHNOLOGY INC
+$2.7M
15,953
减持
HACK
AMPLIFY ETF TR
-$2.6M
20,467
-60%
减持
EUAD
SPINNAKER ETF SERIES
-$2.6M
8,985
-87%
增持
AXGN
AXOGEN INC
+$2.4M
143,060
+811%
建仓
HII
HUNTINGTON INGALLS INDS INC
+$2.3M
7,850
减持
GDX
VANECK ETF TRUST
-$1.9M
5,400
-88%
清仓
INDA
ISHARES TR
-$1.8M
0
-100%
增持
DKNG
DRAFTKINGS INC NEW
+$1.5M
45,460
+845%
清仓
EWZS
ISHARES TR
-$1.4M
0
-100%
建仓
KWEB
KRANESHARES TRUST
+$1.3M
30,290
减持
PLTR
PALANTIR TECHNOLOGIES INC
+$1.3M
27,700
-0%
清仓
EWZ
ISHARES INC
-$1.2M
0
-100%
减持
AAPL
APPLE INC
+$1.0M
21,986
-2%
增持
GOOG
ALPHABET INC
+$1.0M
14,930
+1%
减持
LRCX
LAM RESEARCH CORP
+$990.1K
33,072
-6%
增持
VOO
VANGUARD INDEX FDS
+$977.5K
12,766
+6%
减持
PM
PHILIP MORRIS INTL INC
-$917.6K
17,713
-15%
增持
NVDA
NVIDIA CORPORATION
+$870.6K
26,323
+3%
减持
FUTY
FIDELITY COVINGTON TRUST
-$822.7K
28,675
-38%
增持
CLOZ
SERIES PORTFOLIOS TR
+$751.5K
51,450
+119%
增持
VUG
VANGUARD INDEX FDS
+$751.4K
8,361
+12%
建仓
PINK
SIMPLIFY EXCHANGE TRADED FUN
+$658.8K
20,775
减持
CRWD
CROWDSTRIKE HLDGS INC
-$601.2K
8,728
-9%
增持
GOOGL
ALPHABET INC
+$597.5K
4,650
+54%
建仓
TQQQ
PROSHARES TR
+$589.4K
5,700
建仓
ESPO
VANECK ETF TRUST
+$539.5K
4,450
建仓
EWA
ISHARES INC
+$526.5K
19,500
清仓
MCD
MCDONALDS CORP
-$388.3K
0
-100%
增持
FNCL
FIDELITY COVINGTON TRUST
+$370.4K
8,950
+112%
增持
IWO
ISHARES TR
+$331.9K
7,201
+4%
清仓
CLX
CLOROX CO DEL
-$321.8K
0
-100%
减持
META
META PLATFORMS INC
-$313.0K
7,783
-5%
增持
FVAL
FIDELITY COVINGTON TRUST
+$288.4K
46,367
+2%
建仓
CLOX
SERIES PORTFOLIOS TR
+$287.7K
11,250
清仓
MP
MP MATERIALS CORP
-$282.8K
0
-100%
减持
AMD
ADVANCED MICRO DEVICES INC
+$275.3K
22,059
-5%
减持
AAAU
GOLDMAN SACHS PHYSICAL GOLD
-$275.0K
6,525
-59%
建仓
IVV
ISHARES TR
+$271.0K
405
建仓
IVES
WEDBUSH SER TR
+$240.9K
7,500
减持
JNJ
JOHNSON & JOHNSON
+$240.5K
10,868
-6%
减持
BA
BOEING CO
-$237.0K
3,691
-25%
建仓
TSLA
TESLA INC
+$234.4K
527
建仓
MGV
VANGUARD WORLD FD
+$216.7K
1,573
建仓
JPM
JPMORGAN CHASE & CO.
+$215.4K
683
减持
AMZN
AMAZON COM INC
-$212.2K
21,872
-4%
清仓
LMT
LOCKHEED MARTIN CORP
-$211.3K
0
-100%
清仓
UBER
UBER TECHNOLOGIES INC
-$207.7K
0
-100%
建仓
TNA
DIREXION SHS ETF TR
+$203.6K
4,500
清仓
VZ
VERIZON COMMUNICATIONS INC
-$201.6K
0
-100%
减持
NEE
NEXTERA ENERGY INC
+$188.2K
35,206
-1%
减持
SLV
ISHARES SILVER TR
-$166.9K
56,330
-28%
减持
XLP
SELECT SECTOR SPDR TR
-$160.9K
23,794
-5%
减持
FBND
FIDELITY MERRIMACK STR TR
-$157.9K
122,431
-4%
增持
MSFT
MICROSOFT CORP
+$140.2K
6,727
+0%
增持
SO
SOUTHERN CO
+$112.4K
17,944
+4%
减持
SPY
SPDR S&P 500 ETF TR
+$111.8K
2,505
-1%
增持
NOW
SERVICENOW INC
-$98.5K
1,009
+1%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$94.7K
1,201
+15%
减持
XLU
SELECT SECTOR SPDR TR
-$87.8K
12,926
-13%
减持
FDVV
FIDELITY COVINGTON TRUST
+$75.7K
36,103
-3%
减持
TJX
TJX COS INC NEW
+$75.1K
4,000
-2%
增持
QQQ
INVESCO QQQ TR
+$68.1K
764
+8%
增持
HD
HOME DEPOT INC
+$67.6K
1,610
+1%
减持
THC
TENET HEALTHCARE CORP
+$66.4K
3,027
-3%
增持
SCHF
SCHWAB STRATEGIC TR
+$66.3K
43,046
+2%
增持
USHY
ISHARES TR
+$48.3K
39,950
+3%
减持
IHI
ISHARES TR
-$47.1K
6,186
-7%
减持
SNOW
SNOWFLAKE INC
-$46.3K
1,762
-11%
增持
FIDU
FIDELITY COVINGTON TRUST
+$45.3K
7,629
+2%
增持
HON
HONEYWELL INTL INC
-$45.1K
2,234
+1%
减持
DE
DEERE & CO
-$43.0K
691
-2%
减持
UTF
COHEN & STEERS INFRASTRUCTUR
-$42.7K
14,601
-3%
减持
IJH
ISHARES TR
+$39.6K
12,424
-0%
减持
POWW
OUTDOOR HOLDING CO
-$33.4K
19,800
-60%
减持
IHF
ISHARES TR
-$33.2K
4,500
-14%
减持
WMT
WALMART INC
+$31.9K
10,189
-2%
减持
GIS
GENERAL MLS INC
-$30.9K
12,571
-2%
减持
XLV
SELECT SECTOR SPDR TR
-$29.8K
2,020
-12%
减持
DVY
ISHARES TR
+$24.8K
3,026
-1%
增持
SPMO
INVESCO EXCH TRADED FD TR II
+$24.2K
2,629
+1%
增持
V
VISA INC
-$22.8K
2,578
+1%
减持
SRLN
SSGA ACTIVE ETF TR
-$20.8K
13,599
-4%
减持
FENY
FIDELITY COVINGTON TRUST
-$17.6K
9,250
-12%
减持
USA
LIBERTY ALL STAR EQUITY FD
-$17.0K
13,497
-10%
增持
WM
WASTE MGMT INC DEL
-$16.0K
2,429
+1%
增持
IBM
INTERNATIONAL BUSINESS MACHS
-$15.9K
1,445
+1%
减持
THW
ABRDN WORLD HEALTHCARE FUND
+$10.5K
10,958
-12%
减持
NDMO
NUVEEN DYNAMIC MUN OPPORTUNI
-$7.7K
54,540
-4%
减持
PFF
ISHARES TR
+$6.3K
36,896
-2%
减持
BBN
BLACKROCK TAX MUNICPAL BD TR
+$5.1K
76,233
-3%
增持
AGG
ISHARES TR
+$2.2K
2,070
+0%
增持
LLY
ELI LILLY & CO
-$2.0K
264
+1%
建仓
—
COHEN & STEERS INFRASTRUCTUR
+$1.1K
14,590
增持
ETJ
EATON VANCE RISK-MANAGED DIV
-$770
16,071
+0%
