13F 机构持仓

Probity Advisors, Inc.

DALLAS TX · SEC CIK 0001676603

2026Q22026Q1 更早 9 个季度 🔒
$6.31亿2026Q1 申报市值
230持仓数
42.8%前十大占比 · 第一大 9.9%
5 / 6新建仓 / 清仓
申报市值走势$6.99亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

IVE 9.9%
IVW 9.0%
IEFA 6.6%
IJS 3.2%
IJT 2.6%
SPYV 2.5%
SPDW 2.4%
HYG 2.3%
SPYG 2.3%
IEMG 2.0%

2026Q1 买入最多 按季末市值估算

IBDX 加仓+$405.37万
IBTM 加仓+$383.04万
IVW 加仓+$167.29万
IBTQ 加仓+$143.88万
IBCA 加仓+$141.44万

2026Q1 卖出最多 按季末市值估算

IBDT 减仓-$412.95万
IBTI 减仓-$364.91万
IBDS 减仓-$207.75万
IBTH 减仓-$200.06万
IBDR 减仓-$197.90万

2026Q1 持仓明细 点表头排序 · 每页 100 行

导出 CSV 🔒
代码名称市值 ▼占比股数变动股数变动估算买卖额操作
IVE ISHARES TR $6,274.34万9.94%297,151 4,5111.5% $95.25万 加仓
IVW ISHARES TR $5,668.50万8.98%501,149 14,7903.0% $167.29万 加仓
IEFA ISHARES TR $4,170.55万6.61%460,681 7,3121.6% $66.20万 加仓
IJS ISHARES TR $2,029.92万3.22%171,374 -1,766-1.0% -$20.92万 减仓
IJT ISHARES TR $1,618.79万2.56%111,864 1,8571.7% $26.87万 加仓
SPYV SPDR SERIES TRUST $1,586.23万2.51%280,353 2,2740.8% $12.87万 加仓
SPDW SPDR INDEX SHS FDS $1,484.62万2.35%325,218 -6,432-1.9% -$29.36万 减仓
HYG ISHARES TR $1,454.74万2.30%182,848 4,6512.6% $37.00万 加仓
SPYG SPDR SERIES TRUST $1,451.41万2.30%148,239 3,4632.4% $33.91万 加仓
IEMG ISHARES INC $1,269.58万2.01%182,019 730.0% $5,092 加仓
IBDU ISHARES TR $1,164.03万1.84%500,441 47,84710.6% $111.29万 加仓
IBDV ISHARES TR $1,136.09万1.80%519,002 53,06511.4% $116.16万 加仓
IBDW ISHARES TR $1,098.00万1.74%524,604 48,05210.1% $100.57万 加仓
IBTK ISHARES TR $1,082.16万1.71%548,764 61,82612.7% $121.92万 加仓
IBTJ ISHARES TR $1,060.57万1.68%485,542 48,15611.0% $105.19万 加仓
IBTL ISHARES TR $1,026.35万1.63%503,140 51,27611.3% $104.60万 加仓
EMB ISHARES TR $934.42万1.48%99,480 3,6153.8% $33.96万 加仓
IBDX ISHARES TR $768.45万1.22%304,095 160,414111.6% $405.37万 加仓
IBTM ISHARES TR $731.34万1.16%318,937 167,046110.0% $383.04万 加仓
FLOT ISHARES TR $717.78万1.14%140,880 4,2653.1% $21.73万 加仓
MSFT MICROSOFT CORP $673.68万1.07%18,199 -642-3.4% -$23.77万 减仓
LRCX LAM RESEARCH CORP $632.87万1.00%29,620 -2,811-8.7% -$60.06万 减仓
IBDT ISHARES TR $632.36万1.00%249,648 -163,028-39.5% -$412.95万 减仓
IBTI ISHARES TR $574.32万0.91%257,738 -163,760-38.9% -$364.91万 减仓
SPEM SPDR INDEX SHS FDS $549.34万0.87%117,105 -1,181-1.0% -$5.54万 减仓
SLYV SPDR SERIES TRUST $529.25万0.84%55,958 -856-1.5% -$8.10万 减仓
IBDZ ISHARES TR $501.28万0.79%192,357 48,98734.2% $127.66万 加仓
IBDY ISHARES TR $489.41万0.78%189,326 49,30635.2% $127.46万 加仓
IBTO ISHARES TR $480.66万0.76%197,074 54,87338.6% $133.83万 加仓
SLYG SPDR SERIES TRUST $447.26万0.71%46,291 4941.1% $4.77万 加仓
IDEV ISHARES TR $407.98万0.65%48,819 -596-1.2% -$4.98万 减仓
AVGO BROADCOM INC $388.85万0.62%12,563 -432-3.3% -$13.37万 减仓
VBK VANGUARD INDEX FDS $378.64万0.60%12,528 -593-4.5% -$17.92万 减仓
VUG VANGUARD INDEX FDS $377.53万0.60%8,643 -71-0.8% -$3.10万 减仓
IBTP ISHARES TR $375.68万0.60%146,578 36,09232.7% $92.50万 加仓
IBDS ISHARES TR $360.12万0.57%148,565 -85,704-36.6% -$207.75万 减仓
IBCA ISHARES TR $359.52万0.57%140,220 55,16464.9% $141.44万 加仓
IBTQ ISHARES TR $350.25万0.55%138,420 56,86069.7% $143.88万 加仓
IBTH ISHARES TR $339.95万0.54%151,562 -89,192-37.0% -$200.06万 减仓
GS GOLDMAN SACHS GROUP INC $326.14万0.52%3,855 -171-4.2% -$14.47万 减仓
EFA ISHARES TR $307.76万0.49%31,685 -1,324-4.0% -$12.86万 减仓
IBDR ISHARES TR $304.41万0.48%125,581 -81,642-39.4% -$197.90万 减仓
TXN TEXAS INSTRS INC $286.20万0.45%14,742 -1,425-8.8% -$27.66万 减仓
IBTG ISHARES TR $286.04万0.45%124,825 -84,277-40.3% -$193.12万 减仓
SCZ ISHARES TR $273.69万0.43%34,905 1,0193.0% $7.99万 加仓
AMZN AMAZON COM INC $269.04万0.43%12,918 8797.3% $18.31万 加仓
ABBV ABBVIE INC $267.26万0.42%12,288 -224-1.8% -$4.87万 减仓
ANET ARISTA NETWORKS INC $260.55万0.41%21,221 -553-2.5% -$6.79万 减仓
USB US BANCORP $250.96万0.40%48,253 -769-1.6% -$4.00万 减仓
LLY ELI LILLY & CO $246.04万0.39%2,675 -98-3.5% -$9.01万 减仓
VTV VANGUARD INDEX FDS $245.90万0.39%12,533 1100.9% $2.16万 加仓
MRK MERCK & CO INC $244.42万0.39%20,319 -503-2.4% -$6.05万 减仓
DGRO ISHARES TR $241.89万0.38%34,467 -216-0.6% -$1.52万 减仓
BAC BANK AMERICA CORP $236.65万0.37%48,544 -649-1.3% -$3.16万 减仓
LMT LOCKHEED MARTIN CORP $235.77万0.37%3,901 -208-5.1% -$12.57万 减仓
MCHP MICROCHIP TECHNOLOGY INC. $235.60万0.37%36,465 1,0322.9% $6.67万 加仓
CSCO CISCO SYS INC $233.91万0.37%30,147 -1,294-4.1% -$10.04万 减仓
JNJ JOHNSON & JOHNSON $230.69万0.37%9,437 -417-4.2% -$10.19万 减仓
GOOGL ALPHABET INC $228.96万0.36%7,962 -319-3.9% -$9.17万 减仓
VBR VANGUARD INDEX FDS $218.58万0.35%10,061 -158-1.5% -$3.43万 减仓
GOOG ALPHABET INC $213.68万0.34%7,449 -563-7.0% -$16.15万 减仓
CAT CATERPILLAR INC $203.68万0.32%2,875 -76-2.6% -$5.38万 减仓
TD TORONTO DOMINION BK ONT $195.40万0.31%20,941 -645-3.0% -$6.02万 减仓
SBUX STARBUCKS CORP $194.55万0.31%21,716 -829-3.7% -$7.43万 减仓
NTR NUTRIEN LTD $190.76万0.30%25,280 -797-3.1% -$6.01万 减仓
AAPL APPLE INC $188.38万0.30%7,423 -24-0.3% -$6,091 减仓
SCHD SCHWAB STRATEGIC TR $184.70万0.29%60,203 00.0% — 不变
AEP AMERICAN ELEC PWR CO INC $178.34万0.28%13,606 -186-1.3% -$2.44万 减仓
WMT WALMART INC $178.22万0.28%14,340 -449-3.0% -$5.58万 减仓
GILD GILEAD SCIENCES INC $167.54万0.27%12,021 -419-3.4% -$5.84万 减仓
DE DEERE & CO $165.22万0.26%2,933 -2-0.1% -$1,127 减仓
— EXXON MOBIL CORP $164.69万0.26%9,707 -57-0.6% -$9,671 减仓
PCY INVESCO EXCH TRADED FD TR II $163.35万0.26%78,159 -4,181-5.1% -$8.74万 减仓
BOKF BOK FINL CORP $162.56万0.26%12,694 -153-1.2% -$1.96万 减仓
BMO BANK MONTREAL MEDIUM $155.00万0.25%11,453 -332-2.8% -$4.49万 减仓
— DIMENSIONAL ETF TRUST $151.34万0.24%38,944 00.0% — 不变
VEA VANGUARD TAX-MANAGED FDS $145.67万0.23%22,732 -125-0.5% -$8,010 减仓
PLTR PALANTIR TECHNOLOGIES INC $142.36万0.23%9,732 3593.8% $5.25万 加仓
UPS UNITED PARCEL SVCS INC $139.73万0.22%14,203 2812.0% $2.76万 加仓
TGT TARGET CORP $138.86万0.22%11,457 3202.9% $3.88万 加仓
AMD ADVANCED MICRO DEVICES INC $137.84万0.22%6,776 -393-5.5% -$7.99万 减仓
PFE PFIZER INC $137.25万0.22%48,878 4,0789.1% $11.45万 加仓
URI UNITED RENTALS INC $135.00万0.21%1,853 1307.5% $9.47万 加仓
GSK GSK PLC $134.95万0.21%24,452 -323-1.3% -$1.78万 减仓
MCD MCDONALDS CORP $121.95万0.19%3,924 -255-6.1% -$7.93万 减仓
VB VANGUARD INDEX FDS $120.42万0.19%4,598 00.0% — 不变
GWX SPDR INDEX SHS FDS $119.04万0.19%28,188 -1,171-4.0% -$4.95万 减仓
CVX CHEVRON CORPORATION $118.14万0.19%5,710 -251-4.2% -$5.19万 减仓
COP CONOCOPHILLIPS $117.35万0.19%8,890 4084.8% $5.39万 加仓
JPM JPMORGAN CHASE & CO $116.37万0.18%3,956 -115-2.8% -$3.38万 减仓
MDT MEDTRONIC PLC $114.83万0.18%13,252 -163-1.2% -$1.41万 减仓
SNY SANOFI SA $114.09万0.18%23,679 1,1555.1% $5.56万 加仓
BMY BRISTOL-MYERS SQUIBB CO $112.44万0.18%18,539 1,1356.5% $6.88万 加仓
PSX PHILLIPS 66 $106.03万0.17%5,820 -346-5.6% -$6.30万 减仓
META META PLATFORMS INC $103.40万0.16%1,807 643.7% $3.66万 加仓
AMAT APPLIED MATLS INC $103.36万0.16%3,024 -153-4.8% -$5.23万 减仓
BRK/B BERKSHIRE HATHAWAY INC DEL $102.50万0.16%2,139 -60-2.7% -$2.88万 减仓
DTE DTE ENERGY CO $99.04万0.16%6,773 -80-1.2% -$1.17万 减仓
DLR DIGITAL RLTY TR INC $98.30万0.16%5,455 2705.2% $4.87万 加仓
NSC NORFOLK SOUTHN CORP $98.27万0.16%3,424 -168-4.7% -$4.82万 减仓