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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
25Q4 调仓
2025-09-30 → 2025-12-31 · 共 90 项
建仓 13
增持 29
减持 40
清仓 8
方向
标的
Δ市值
现股数(环比)
减持
IWM
ISHARES TR
-$4.8M
2,976
-87%
减持
FTEC
FIDELITY COVINGTON TRUST
-$3.6M
36,591
-31%
增持
PINK
SIMPLIFY EXCHANGE TRADED FUN
+$2.5M
86,075
+314%
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
KRE
SPDR SERIES TRUST
-$2.5M
5,650
-87%
增持
GLD
SPDR GOLD TR
+$2.4M
7,322
+419%
减持
AXGN
AXOGEN INC
+$2.0M
139,400
-3%
增持
GDX
VANECK ETF TRUST
+$1.9M
27,300
+406%
建仓
DGX
QUEST DIAGNOSTICS INC
+$1.9M
12,500
增持
TSLA
TESLA INC
+$1.8M
4,527
+759%
减持
MU
MICRON TECHNOLOGY INC
+$1.8M
15,653
-2%
建仓
WRBY
WARBY PARKER INC
+$1.8M
81,750
减持
DKNG
DRAFTKINGS INC NEW
-$1.4M
7,485
-84%
建仓
BHP
BHP GROUP LTD
+$1.4M
23,000
建仓
CAT
CATERPILLAR INC
+$1.3M
2,266
清仓
KWEB
KRANESHARES TRUST
-$1.3M
0
-100%
减持
SLV
ISHARES SILVER TR
+$1.1M
54,080
-4%
增持
GOOG
ALPHABET INC
+$1.1M
15,042
+1%
减持
AMD
ADVANCED MICRO DEVICES INC
+$1.1M
21,677
-2%
减持
META
META PLATFORMS INC
-$831.7K
7,399
-5%
减持
HACK
AMPLIFY ETF TR
-$757.2K
12,683
-38%
建仓
PALL
ABRDN PALLADIUM ETF TRUST
+$726.9K
5,000
建仓
LIT
GLOBAL X FDS
+$674.5K
10,400
清仓
ESPO
VANECK ETF TRUST
-$539.5K
0
-100%
清仓
EWA
ISHARES INC
-$526.5K
0
-100%
减持
CRWD
CROWDSTRIKE HLDGS INC
-$504.2K
8,055
-8%
建仓
HYG
ISHARES TR
+$495.9K
6,150
增持
HII
HUNTINGTON INGALLS INDS INC
+$477.5K
8,050
+3%
增持
GOOGL
ALPHABET INC
+$428.3K
4,980
+7%
建仓
ETHA
ISHARES ETHEREUM TR
+$416.3K
18,560
增持
VUG
VANGUARD INDEX FDS
+$398.1K
9,034
+8%
增持
VOO
VANGUARD INDEX FDS
+$360.7K
13,041
+2%
减持
IWO
ISHARES TR
-$349.7K
6,052
-16%
减持
AAPL
APPLE INC
+$346.2K
21,866
-1%
建仓
PPLT
ABRDN PLATINUM ETF TRUST
+$344.9K
1,850
增持
AMZN
AMAZON COM INC
+$300.8K
22,109
+1%
增持
TQQQ
PROSHARES TR
-$252.0K
6,400
+12%
增持
TNA
DIREXION SHS ETF TR
+$251.8K
10,000
+122%
减持
PLTR
PALANTIR TECHNOLOGIES INC
-$244.9K
27,050
-2%
减持
FIDU
FIDELITY COVINGTON TRUST
-$243.7K
4,625
-39%
清仓
MSTR
STRATEGY INC
-$241.7K
0
-100%
建仓
FBTC
FIDELITY WISE ORIGIN BITCOIN
+$239.1K
3,136
清仓
MSI
MOTOROLA SOLUTIONS INC
-$229.6K
0
-100%
清仓
FENY
FIDELITY COVINGTON TRUST
-$228.7K
0
-100%
清仓
MGV
VANGUARD WORLD FD
-$216.7K
0
-100%
减持
EUAD
SPINNAKER ETF SERIES
-$180.8K
5,725
-36%
减持
NVDA
NVIDIA CORPORATION
-$178.2K
25,379
-4%
减持
FVAL
FIDELITY COVINGTON TRUST
+$155.8K
46,342
-0%
增持
NOW
SERVICENOW INC
-$155.7K
5,045
+400%
减持
HD
HOME DEPOT INC
-$126.6K
1,528
-5%
增持
FBND
FIDELITY MERRIMACK STR TR
+$123.3K
125,641
+3%
减持
BA
BOEING CO
-$116.8K
3,131
-15%
建仓
—
CAMBRIA ETF TR
+$107.8K
17,500
增持
IVV
ISHARES TR
+$102.9K
546
+35%
减持
FNCL
FIDELITY COVINGTON TRUST
-$78.8K
7,775
-13%
减持
WMT
WALMART INC
+$65.2K
10,011
-2%
增持
XLV
SELECT SECTOR SPDR TR
+$61.1K
2,212
+10%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$58.9K
1,084
-10%
增持
SRLN
SSGA ACTIVE ETF TR
+$56.4K
15,068
+11%
减持
GIS
GENERAL MLS INC
-$55.3K
12,441
-1%
增持
XLU
SELECT SECTOR SPDR TR
-$54.1K
25,140
+94%
增持
QQQ
INVESCO QQQ TR
+$51.2K
830
+9%
减持
ET
ENERGY TRANSFER L P
-$48.1K
20,500
-9%
增持
BBN
BLACKROCK TAX MUNICPAL BD TR
+$43.9K
80,233
+5%
减持
SPY
SPDR S&P 500 ETF TR
+$36.0K
2,500
-0%
增持
HON
HONEYWELL INTL INC
-$34.1K
2,236
+0%
建仓
WETH
WETOUCH TECHNOLOGY INC
+$28.8K
21,500
减持
SCHF
SCHWAB STRATEGIC TR
+$28.3K
42,864
-0%
增持
IBIT
ISHARES BITCOIN TRUST ETF
-$28.1K
4,372
+16%
减持
UTF
COHEN & STEERS INFRASTRUCTUR
-$27.6K
13,874
-5%
减持
WM
WASTE MGMT INC DEL
-$24.7K
2,329
-4%
减持
FDVV
FIDELITY COVINGTON TRUST
-$20.8K
35,112
-3%
增持
PFF
ISHARES TR
-$19.7K
37,046
+0%
减持
XLP
SELECT SECTOR SPDR TR
-$19.7K
23,751
-0%
建仓
GWH
ESS TECH INC
+$18.8K
10,000
减持
THC
TENET HEALTHCARE CORP
-$18.0K
3,002
-1%
减持
SNOW
SNOWFLAKE INC
-$16.4K
1,737
-1%
减持
SPMO
INVESCO EXCH TRADED FD TR II
-$15.2K
2,540
-3%
减持
GFI
GOLD FIELDS LTD
-$12.2K
17,507
-5%
增持
XLK
SELECT SECTOR SPDR TR
+$9.4K
3,082
+100%
减持
IJH
ISHARES TR
+$8.5K
12,414
-0%
增持
USHY
ISHARES TR
-$6.0K
40,200
+1%
减持
IJR
ISHARES TR
-$5.8K
4,402
-2%
增持
—
BLACKROCK INVT QUALITY MUN T
-$5.3K
89,130
+1%
增持
MQY
BLACKROCK MUNIYILD QULT FD I
-$4.5K
46,101
+2%
减持
USA
LIBERTY ALL STAR EQUITY FD
-$4.5K
12,914
-4%
减持
POWW
OUTDOOR HOLDING CO
+$2.8K
18,800
-5%
增持
ETJ
EATON VANCE RISK-MANAGED DIV
-$2.7K
16,075
+0%
增持
THW
ABRDN WORLD HEALTHCARE FUND
+$2.2K
10,973
+0%
减持
DE
DEERE & CO
-$1.2K
676
-2%
清仓
—
COHEN & STEERS INFRASTRUCTUR
-$1.1K
0
-100%
