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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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 101 项
建仓 13
增持 22
减持 38
清仓 28
方向
标的
Δ市值
现股数(环比)
增持
FUTY
FIDELITY COVINGTON TRUST
+$4.0M
94,325
+229%
清仓
SLV
ISHARES SILVER TR
-$3.5M
0
-100%
减持
CRWD
CROWDSTRIKE HLDGS INC
-$3.2M
1,394
-83%
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
PINK
SIMPLIFY EXCHANGE TRADED FUN
-$3.2M
0
-100%
减持
META
META PLATFORMS INC
-$3.1M
3,036
-59%
清仓
HII
HUNTINGTON INGALLS INDS INC
-$2.7M
0
-100%
建仓
CORN
TEUCRIUM COMMODITY TR
+$2.4M
128,500
清仓
GDX
VANECK ETF TRUST
-$2.3M
0
-100%
建仓
MOO
VANECK ETF TRUST
+$2.3M
27,500
清仓
IWO
ISHARES TR
-$2.0M
0
-100%
建仓
WEAT
TEUCRIUM COMMODITY TR
+$1.9M
82,500
清仓
WRBY
WARBY PARKER INC
-$1.8M
0
-100%
减持
MSFT
MICROSOFT CORP
-$1.4M
4,899
-27%
清仓
BHP
BHP GROUP LTD
-$1.4M
0
-100%
清仓
CAT
CATERPILLAR INC
-$1.3M
0
-100%
减持
GLD
SPDR GOLD TR
-$1.1M
4,120
-44%
减持
PLTR
PALANTIR TECHNOLOGIES INC
-$1.1M
25,168
-7%
清仓
—
BLACKROCK INVT QUALITY MUN T
-$998.3K
0
-100%
增持
MQY
BLACKROCK MUNIYILD QULT FD I
+$949.2K
133,889
+190%
减持
NVDA
NVIDIA CORPORATION
-$801.5K
22,544
-11%
清仓
NOW
SERVICENOW INC
-$772.8K
0
-100%
清仓
PALL
ABRDN PALLADIUM ETF TRUST
-$726.9K
0
-100%
清仓
LIT
GLOBAL X FDS
-$674.5K
0
-100%
减持
TSLA
TESLA INC
-$637.4K
3,762
-17%
减持
FTEC
FIDELITY COVINGTON TRUST
-$637.0K
36,455
-0%
减持
HACK
AMPLIFY ETF TR
-$632.8K
5,148
-59%
减持
MU
MICRON TECHNOLOGY INC
+$629.8K
15,088
-4%
清仓
FNCL
FIDELITY COVINGTON TRUST
-$604.4K
0
-100%
减持
AAPL
APPLE INC
-$464.9K
21,591
-1%
清仓
TNA
DIREXION SHS ETF TR
-$455.4K
0
-100%
增持
NEE
NEXTERA ENERGY INC
+$450.5K
35,280
+0%
清仓
ETHA
ISHARES ETHEREUM TR
-$416.3K
0
-100%
建仓
NORW
GLOBAL X FDS
+$401.2K
10,500
减持
JNJ
JOHNSON & JOHNSON
+$382.0K
10,764
-1%
增持
AMZN
AMAZON COM INC
-$381.3K
22,672
+3%
清仓
SNOW
SNOWFLAKE INC
-$381.0K
0
-100%
增持
GOOG
ALPHABET INC
-$369.4K
15,167
+1%
减持
GOOGL
ALPHABET INC
-$352.1K
4,196
-16%
减持
THC
TENET HEALTHCARE CORP
-$350.9K
1,302
-57%
清仓
PPLT
ABRDN PLATINUM ETF TRUST
-$344.9K
0
-100%
清仓
TQQQ
PROSHARES TR
-$337.4K
0
-100%
建仓
MSTR
STRATEGY INC
+$311.0K
2,492
建仓
CANE
TEUCRIUM COMMODITY TR
+$261.0K
25,000
清仓
DKNG
DRAFTKINGS INC NEW
-$257.9K
0
-100%
建仓
MGV
VANGUARD WORLD FD
+$255.7K
1,764
减持
AMD
ADVANCED MICRO DEVICES INC
-$252.7K
21,578
-0%
减持
DGX
QUEST DIAGNOSTICS INC
+$241.3K
10,750
-14%
清仓
EUAD
SPINNAKER ETF SERIES
-$241.2K
0
-100%
清仓
FBTC
FIDELITY WISE ORIGIN BITCOIN
-$239.1K
0
-100%
清仓
IVES
WEDBUSH SER TR
-$237.1K
0
-100%
建仓
TPYP
TORTOISE CAPITAL SERIES TRUS
+$233.0K
5,500
建仓
LMT
LOCKHEED MARTIN CORP
+$220.8K
365
清仓
JPM
JPMORGAN CHASE & CO.
-$220.1K
0
-100%
增持
VOO
VANGUARD INDEX FDS
-$219.6K
13,319
+2%
建仓
MSI
MOTOROLA SOLUTIONS INC
+$217.9K
502
建仓
NGG
NATIONAL GRID PLC
+$217.6K
2,572
清仓
IBIT
ISHARES BITCOIN TRUST ETF
-$217.1K
0
-100%
清仓
IHF
ISHARES TR
-$215.7K
0
-100%
清仓
AGG
ISHARES TR
-$206.8K
0
-100%
增持
XLP
SELECT SECTOR SPDR TR
+$187.3K
24,789
+4%
减持
FVAL
FIDELITY COVINGTON TRUST
-$182.9K
45,623
-2%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$162.4K
1,476
+36%
减持
USHY
ISHARES TR
-$151.3K
36,700
-9%
清仓
THW
ABRDN WORLD HEALTHCARE FUND
-$140.2K
0
-100%
增持
SCHF
SCHWAB STRATEGIC TR
+$139.9K
47,286
+10%
建仓
PHAT
PHATHOM PHARMACEUTICALS INC
+$127.2K
11,449
减持
V
VISA INC
-$125.6K
2,576
-0%
减持
WMT
WALMART INC
+$118.0K
9,924
-1%
增持
XLU
SELECT SECTOR SPDR TR
+$114.3K
25,878
+3%
减持
FDVV
FIDELITY COVINGTON TRUST
-$109.7K
34,047
-3%
清仓
—
CAMBRIA ETF TR
-$107.8K
0
-100%
增持
IVV
ISHARES TR
+$106.8K
736
+35%
减持
BA
BOEING CO
-$93.8K
2,944
-6%
减持
KRE
SPDR SERIES TRUST
-$82.8K
4,350
-23%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$78.3K
1,443
-0%
减持
SRLN
SSGA ACTIVE ETF TR
-$65.7K
13,854
-8%
减持
BBN
BLACKROCK TAX MUNICPAL BD TR
-$60.5K
77,234
-4%
增持
IHI
ISHARES TR
-$54.4K
6,187
+0%
减持
DE
DEERE & CO
+$52.0K
651
-4%
减持
IWM
ISHARES TR
-$50.3K
2,771
-7%
减持
AXGN
AXOGEN INC
+$49.1K
139,200
-0%
减持
ET
ENERGY TRANSFER L P
-$48.5K
15,000
-27%
减持
XLV
SELECT SECTOR SPDR TR
-$35.5K
2,093
-5%
减持
SPMO
INVESCO EXCH TRADED FD TR II
-$32.3K
2,415
-5%
增持
CLOX
SERIES PORTFOLIOS TR
+$31.4K
12,450
+11%
增持
FBND
FIDELITY MERRIMACK STR TR
-$31.2K
126,115
+0%
增持
QQQ
INVESCO QQQ TR
-$30.2K
831
+0%
减持
HD
HOME DEPOT INC
-$23.9K
1,526
-0%
增持
IJH
ISHARES TR
+$23.4K
12,479
+1%
减持
UTF
COHEN & STEERS INFRASTRUCTUR
+$20.0K
13,697
-1%
增持
VUG
VANGUARD INDEX FDS
-$15.9K
10,056
+11%
建仓
NAK
NORTHERN DYNASTY MINERALS LT
+$14.0K
10,000
减持
USA
LIBERTY ALL STAR EQUITY FD
-$11.7K
12,501
-3%
增持
NDMO
NUVEEN DYNAMIC MUN OPPORTUNI
+$11.5K
54,541
+0%
增持
ETJ
EATON VANCE RISK-MANAGED DIV
-$10.4K
16,079
+0%
增持
MS
MORGAN STANLEY
+$7.9K
2,567
+10%
减持
FIDU
FIDELITY COVINGTON TRUST
-$7.3K
4,325
-6%
减持
WM
WASTE MGMT INC DEL
-$5.2K
2,204
-5%
增持
PFF
ISHARES TR
+$4.8K
37,986
+3%
减持
POWW
OUTDOOR HOLDING CO
-$3.4K
14,300
-24%
增持
GWH
ESS TECH INC
+$505
16,500
+65%
