Gaddis Premier Wealth Advisors LLC

报告期 2026-03-31 · CIK 0002087873

持仓数

前50大市值合计

$125.0M

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

26Q1 调仓2025-12-31 → 2026-03-31 · 共 82 项建仓 14增持 27减持 29清仓 12

方向

标的

Δ市值

现股数(环比)

清仓

— CREDO TECHNOLOGY GROUP HOLDI

-$963.9K

0 -100%

建仓

CRS CARPENTER TECHNOLOGY CORP

+$865.2K

2,195

建仓

FCFS FIRSTCASH HOLDINGS INC

+$840.0K

4,468

建仓

C CITIGROUP INC

+$812.1K

7,161

建仓

MPWR MONOLITHIC PWR SYS INC

+$811.3K

742

建仓

MCK MCKESSON CORP

+$799.6K

924

清仓

COHR COHERENT CORP

-$753.0K

0 -100%

增持

LRN STRIDE INC

+$721.2K

10,533 +230%

建仓

APG API GROUP CORP

+$716.6K

17,684

清仓

MTZ MASTEC INC

-$706.0K

0 -100%

清仓

GS GOLDMAN SACHS GROUP INC

-$683.9K

0 -100%

建仓

VSEC VSE CORP

+$676.2K

3,667

建仓

AMKR AMKOR TECHNOLOGY INC

+$672.1K

14,926

增持

AIRR FIRST TR EXCHANGE TRADED FD

+$670.9K

49,347 +1%

建仓

SNDA SONIDA SENIOR LIVING INC

+$656.8K

20,366

清仓

DELL DELL TECHNOLOGIES INC

-$609.7K

0 -100%

清仓

AIT APPLIED INDL TECHNOLOGIES IN

-$607.8K

0 -100%

建仓

ADBE ADOBE INC

+$537.5K

2,211

清仓

WAB WABTEC

-$514.2K

0 -100%

增持

FFSM FIDELITY COVINGTON TRUST

+$485.7K

214,864 +3%

增持

GRID FIRST TR EXCHANGE-TRADED FD

+$442.9K

30,881 +3%

减持

— EXXON MOBIL CORP

+$407.2K

8,445 -1%

减持

MSFT MICROSOFT CORP

-$405.5K

3,553 -0%

增持

CIBR FIRST TR EXCHANGE-TRADED FD

-$329.6K

67,667 +6%

增持

SPY STATE STR SPDR S&P 500 ETF T

+$310.8K

961 +108%

增持

SURG SURGEPAYS INC

-$302.0K

438,287 +16%

减持

CVX CHEVRON CORPORATION

+$295.8K

5,798 -2%

清仓

IRM IRON MTN INC DEL

-$284.1K

0 -100%

增持

PTLC PACER FDS TR

-$282.4K

105,654 +1%

增持

SDVY FIRST TR EXCHANGE TRADED FD

+$275.4K

152,033 +2%

减持

VOO VANGUARD INDEX FDS

-$235.2K

1,656 -15%

清仓

PG PROCTER AND GAMBLE CO

-$234.5K

0 -100%

清仓

AXON AXON ENTERPRISE INC

-$228.9K

0 -100%

建仓

BKH BLACK HILLS CORP

+$210.2K

3,029

建仓

KMI KINDER MORGAN INC DEL

+$206.7K

6,163

建仓

JNJ JOHNSON & JOHNSON

+$206.6K

845

清仓

FPEI FIRST TR EXCH TRADED FD III

-$199.3K

0 -100%

减持

NVDA NVIDIA CORPORATION

-$194.3K

15,275 -0%

清仓

PRMB PRIMO BRANDS CORPORATION

-$184.4K

0 -100%

增持

CGDV CAPITAL GROUP DIVIDEND VALUE

+$166.9K

268,054 +4%

建仓

SVOL SIMPLIFY EXCHANGE TRADED FUN

+$161.1K

10,500

减持

META META PLATFORMS INC

-$153.8K

1,351 -4%

减持

COP CONOCOPHILLIPS

+$145.1K

3,782 -0%

增持

UCON FIRST TR EXCHNG TRADED FD VI

+$123.7K

243,498 +4%

减持

AMZN AMAZON COM INC

-$114.7K

4,831 -1%

增持

FENI FIDELITY COVINGTON TRUST

+$105.4K

27,795 +9%

增持

IHDG WISDOMTREE TR

+$104.0K

310,807 +2%

增持

ET ENERGY TRANSFER L P

+$103.4K

35,182 +1%

减持

QQQ INVESCO QQQ TR

-$98.4K

2,414 -1%

增持

DGRW WISDOMTREE TR

+$97.4K

135,309 +3%

减持

QQQM INVESCO EXCH TRADED FD TR II

-$92.2K

3,319 -5%

增持

BRK/B BERKSHIRE HATHAWAY INC DEL

+$90.7K

1,900 +16%

减持

FTCS FIRST TR EXCHANGE-TRADED FD

-$89.8K

4,034 -20%

增持

JEPI J P MORGAN EXCHANGE TRADED F

+$80.3K

6,843 +27%

减持

OGE OGE ENERGY CORP

+$76.5K

31,416 -6%

增持

PHYL PGIM ETF TR

+$74.1K

10,619 +28%

减持

BPRE BLUEROCK PVT REAL ESTATE FD

-$64.8K

10,350 -34%

增持

RDVY FIRST TR EXCHANGE TRADED FD

-$63.4K

128,736 +1%

减持

PEP PEPSICO INC

-$63.2K

1,604 -26%

减持

OKE ONEOK INC NEW

-$62.1K

4,802 -29%

增持

TCAF T ROWE PRICE ETF INC

+$60.8K

8,541 +34%

减持

OCTW AIM ETF PRODUCTS TRUST

-$55.3K

5,697 -19%

减持

GTO INVESCO ACTIVELY MANAGED EXC

-$54.9K

17,538 -5%

减持

FTEC FIDELITY COVINGTON TRUST

-$49.6K

2,268 -2%

增持

JSI JANUS DETROIT STR TR

+$48.0K

6,361 +18%

减持

CALF PACER FDS TR

-$45.9K

6,955 -14%

增持

COWZ PACER FDS TR

+$36.1K

10,043 +2%

增持

PTNQ PACER FDS TR

-$32.7K

5,788 +0%

减持

ICOW PACER FDS TR

+$30.8K

13,494 -4%

增持

PLTR PALANTIR TECHNOLOGIES INC

-$29.9K

2,215 +11%

增持

FDVV FIDELITY COVINGTON TRUST

+$29.7K

12,478 +7%

减持

GOOGL ALPHABET INC

-$24.4K

801 -2%

减持

DIA STATE STR SPDR DOW JONES IND

-$20.6K

451 -5%

减持

DJUL FIRST TR EXCHNG TRADED FD VI

-$17.9K

18,564 -0%

减持

TRND PACER FDS TR

-$17.7K

19,262 -1%

减持

FBND FIDELITY MERRIMACK STR TR

-$15.9K

37,246 -0%

增持

FBCG FIDELITY COVINGTON TRUST

+$10.9K

25,478 +10%

减持

WMT WALMART INC

-$9.3K

5,137 -12%

减持

JHMM JOHN HANCOCK EXCHANGE TRADED

+$9.0K

23,538 -2%

增持

DFAC DIMENSIONAL ETF TRUST

-$7.2K

11,430 +0%

减持

DEUS DBX ETF TR

+$6.7K

17,735 -2%

减持

T AT&T INC

-$6.5K

23,805 -15%

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。