Prism Advisors, Inc.
STUDIO CITY CA · SEC CIK 0001717027
$3.75亿2026Q1 申报市值
75持仓数
53.8%前十大占比 · 第一大 9.9%
7 / 5新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
EVSD 新建仓+$1,523.00万
PHO 加仓+$133.13万
RSP 加仓+$109.07万
JQUA 加仓+$89.04万
BUFQ 加仓+$82.44万
2026Q1 卖出最多 按季末市值估算
JPST 减仓-$1,512.63万
DIMENSIONAL U.S. 减仓-$132.84万
WTV 减仓-$110.09万
VTV 减仓-$100.73万
XCEM 减仓-$93.68万
2026Q1 持仓明细 点表头排序
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 |
|---|---|---|---|---|---|---|---|---|
| MA | MASTERCARD INCORPORATED CL A | $0 | 0.00% | 0 | -1,100 | -100.0% | -$62.80万 | 清仓 |
| V | VISA INC COM CL A | $0 | 0.00% | 0 | -1,002 | -100.0% | -$35.14万 | 清仓 |
| STIP | ISHARES 0-5 YEAR TIPS BOND ETF | $0 | 0.00% | 0 | -2,674 | -100.0% | -$27.38万 | 清仓 |
| MSFT | MICROSOFT CORP COM | $0 | 0.00% | 0 | -503 | -100.0% | -$24.33万 | 清仓 |
| IBB | ISHARES BIOTECHNOLOGY ETF | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| AMZN | AMAZON COM INC COM | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| GOOGL | ALPHABET INC CAP STK CL A | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| IVV | ISHARES CORE S&P 500 ETF | $0 | 0.00% | 0 | -302 | -100.0% | -$20.69万 | 清仓 |
| — | XEROX HOLDINGS CORP WT EXP 021128 | $1,311 | 0.00% | 14,485 | 14,485 | — | $1,311 | 新建仓 |
| TSLA | TESLA INC COM | $2.45万 | 0.01% | 66 | 0 | 0.0% | — | 不变 |
| XRX | XEROX HOLDINGS CORP COM NEW | $3.74万 | 0.01% | 28,971 | 14,800 | 104.4% | $1.91万 | 加仓 |
| BGS | B & G FOODS INC COM | $5.72万 | 0.02% | 11,900 | 0 | 0.0% | — | 不变 |
| VNM | VANECK VIETNAM ETF | $18.96万 | 0.05% | 10,953 | 0 | 0.0% | — | 不变 |
| IIPR | INNOVATIVE INDL PPTYS INC COM | $20.06万 | 0.05% | 3,999 | 3,999 | — | $20.06万 | 新建仓 |
| — | VANECK LOW CARBON ENERGY ETF | $20.23万 | 0.05% | 1,458 | 1,458 | — | $20.23万 | 新建仓 |
| RING | ISHARES MSCI GLOBAL GOLD MINERS ETF | $21.94万 | 0.06% | 2,778 | 0 | 0.0% | — | 不变 |
| RCL | ROYAL CARIBBEAN GROUP COM | $22.40万 | 0.06% | 814 | 814 | — | $22.40万 | 新建仓 |
| MCD | MCDONALDS CORP COM | $22.47万 | 0.06% | 723 | -49 | -6.3% | -$1.52万 | 减仓 |
| DLX | DELUXE CORP MEDIUM TERM NTS COM | $23.96万 | 0.06% | 8,700 | 8,700 | — | $23.96万 | 新建仓 |
| JNJ | JOHNSON & JOHNSON COM | $25.06万 | 0.07% | 1,025 | -116 | -10.2% | -$2.84万 | 减仓 |
| — | NUVEEN ESG DIVIDEND ETF | $25.32万 | 0.07% | 8,233 | 0 | 0.0% | — | 不变 |
| PBW | INVESCO WILDERHILL CLEAN ENERGY ETF | $25.79万 | 0.07% | 8,165 | 20 | 0.2% | $632 | 加仓 |
| JCPI | JPMORGAN INFLATION MANAGED BOND ETF | $32.00万 | 0.09% | 6,614 | 6,614 | — | $32.00万 | 新建仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL CL B NEW | $35.94万 | 0.10% | 750 | 0 | 0.0% | — | 不变 |
| JPST | JPMORGAN ULTRA-SHORT INCOME ETF | $41.64万 | 0.11% | 8,227 | -298,875 | -97.3% | -$1,512.63万 | 减仓 |
| NVDA | NVIDIA CORPORATION COM | $62.20万 | 0.17% | 3,566 | 72 | 2.1% | $1.26万 | 加仓 |
| FXI | ISHARES CHINA LARGE-CAP ETF | $63.07万 | 0.17% | 17,567 | 0 | 0.0% | — | 不变 |
| GLD | SPDR GOLD SHARES | $64.54万 | 0.17% | 1,500 | 0 | 0.0% | — | 不变 |
| NULG | NUVEEN ESG LARGE-CAP GROWTH ETF | $70.99万 | 0.19% | 7,806 | 2,478 | 46.5% | $22.53万 | 加仓 |
| — | INVESCO ESG NASDAQ 100 ETF | $71.12万 | 0.19% | 17,980 | 5,595 | 45.2% | $22.13万 | 加仓 |
| DSI | ISHARES ESG MSCI KLD 400 ETF | $71.53万 | 0.19% | 5,902 | 1,711 | 40.8% | $20.74万 | 加仓 |
| ESGE | ISHARES ESG AWARE MSCI EM ETF | $81.94万 | 0.22% | 18,021 | -72 | -0.4% | -$3,274 | 减仓 |
| QQQE | DIREXION NASDAQ-100 EQUAL WEIGHTED INDEX ETF | $85.48万 | 0.23% | 8,676 | 430 | 5.2% | $4.24万 | 加仓 |
| CVSB | CALVERT ULTRA-SHORT INVESTMENT GRADE ETF | $87.70万 | 0.23% | 17,330 | 673 | 4.0% | $3.41万 | 加仓 |
| IBMO | ISHARES IBONDS DEC 2026 TERM MUNI BOND ETF | $91.41万 | 0.24% | 35,665 | 0 | 0.0% | — | 不变 |
| RWK | INVESCO S&P MIDCAP 400 REVENUE ETF | $93.94万 | 0.25% | 7,324 | -146 | -2.0% | -$1.87万 | 减仓 |
| — | CAMBRIA GLOBAL EW ETF | $103.68万 | 0.28% | 20,560 | 0 | 0.0% | — | 不变 |
| AAPL | APPLE INC COM | $104.73万 | 0.28% | 4,126 | 0 | 0.0% | — | 不变 |
| NUDM | NUVEEN ESG INTERNATIONAL DEVELOPED MARKETS EQUITY ETF | $107.51万 | 0.29% | 29,773 | -334 | -1.1% | -$1.21万 | 减仓 |
| IBMP | ISHARES IBONDS DEC 2027 TERM MUNI BOND ETF | $113.75万 | 0.30% | 44,715 | 0 | 0.0% | — | 不变 |
| FRDM | FREEDOM 100 EMERGING MARKETS ETF | $128.49万 | 0.34% | 23,511 | -4,968 | -17.4% | -$27.15万 | 减仓 |
| CGW | INVESCO S&P GLOBAL WATER INDEX ETF | $134.22万 | 0.36% | 20,991 | 0 | 0.0% | — | 不变 |
| VGK | VANGUARD FTSE EUROPE ETF | $143.12万 | 0.38% | 17,362 | 0 | 0.0% | — | 不变 |
| IEF | ISHARES 7-10 YEAR TREASURY BOND ETF | $153.75万 | 0.41% | 16,110 | 609 | 3.9% | $5.81万 | 加仓 |
| RDVY | FIRST TRUST RISING DIVIDEND ACHIEVERS ETF | $164.48万 | 0.44% | 24,089 | -997 | -4.0% | -$6.81万 | 减仓 |
| EQIN | COLUMBIA U.S. EQUITY INCOME ETF | $169.54万 | 0.45% | 34,495 | -1,469 | -4.1% | -$7.22万 | 减仓 |
| MDYV | STATE STREET SPDR S&P 400 MID CAP VALUE ETF | $171.90万 | 0.46% | 20,188 | -789 | -3.8% | -$6.72万 | 减仓 |
| FVD | FIRST TRUST VALUE LINE DIVIDEND INDEX FUND | $174.80万 | 0.47% | 37,168 | -2,170 | -5.5% | -$10.21万 | 减仓 |
| PWB | INVESCO LARGE CAP GROWTH ETF | $180.19万 | 0.48% | 14,309 | -472 | -3.2% | -$5.94万 | 减仓 |
| DGRO | ISHARES CORE DIVIDEND GROWTH ETF | $196.52万 | 0.52% | 28,002 | 0 | 0.0% | — | 不变 |
| — | ISHARES MSCI CHINA A ETF | $227.72万 | 0.61% | 66,624 | 102 | 0.2% | $3,486 | 加仓 |
| FVAL | FIDELITY VALUE FACTOR ETF | $230.36万 | 0.62% | 33,192 | 0 | 0.0% | — | 不变 |
| EFAV | ISHARES MSCI EAFE MIN VOL FACTOR ETF | $275.43万 | 0.74% | 30,144 | 0 | 0.0% | — | 不变 |
| BUFR | FT VEST LADDERED BUFFER ETF | $300.60万 | 0.80% | 89,013 | -926 | -1.0% | -$3.13万 | 减仓 |
| SPYV | STATE STREET SPDR PORTFOLIO S&P 500 VALUE ETF | $312.38万 | 0.83% | 55,211 | 0 | 0.0% | — | 不变 |
| IHDG | WISDOMTREE INTERNATIONAL HEDGED QUALITY DIVIDEND GROWTH FUND | $353.58万 | 0.94% | 73,434 | -1,313 | -1.8% | -$6.32万 | 减仓 |
| VOE | VANGUARD MID-CAP VALUE ETF | $367.05万 | 0.98% | 19,918 | -20 | -0.1% | -$3,686 | 减仓 |
| QQQ | INVESCO QQQ TRUST SERIES I | $390.87万 | 1.04% | 6,772 | -4 | -0.1% | -$2,309 | 减仓 |
| SPY | STATE STREET SPDR S&P 500 ETF | $420.24万 | 1.12% | 6,461 | -5 | -0.1% | -$3,252 | 减仓 |
| JIG | JPMORGAN INTERNATIONAL GROWTH ETF | $421.45万 | 1.13% | 56,769 | 187 | 0.3% | $1.39万 | 加仓 |
| FIW | FIRST TRUST WATER ETF | $472.80万 | 1.26% | 45,845 | 186 | 0.4% | $1.92万 | 加仓 |
| IEFA | ISHARES CORE MSCI EAFE ETF | $490.45万 | 1.31% | 54,175 | 1 | 0.0% | $91 | 加仓 |
| EEM | ISHARES MSCI EMERGING MARKETS ETF | $500.35万 | 1.34% | 88,104 | 0 | 0.0% | — | 不变 |
| QQQM | INVESCO NASDAQ 100 ETF | $578.28万 | 1.54% | 24,336 | 1,257 | 5.4% | $29.87万 | 加仓 |
| BUFQ | FT VEST LADDERED NASDAQ BUFFER ETF | $586.98万 | 1.57% | 166,188 | 23,340 | 16.3% | $82.44万 | 加仓 |
| NOBL | PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF | $679.31万 | 1.81% | 64,080 | 0 | 0.0% | — | 不变 |
| EFA | ISHARES MSCI EAFE ETF | $892.28万 | 2.38% | 91,865 | -1,656 | -1.8% | -$16.08万 | 减仓 |
| GXC | STATE STREET SPDR S&P CHINA ETF | $916.42万 | 2.45% | 98,413 | 4,012 | 4.2% | $37.36万 | 加仓 |
| DEXC | DIMENSIONAL EMERGING MARKETS EX CHINA CORE EQUITY ETF | $926.50万 | 2.47% | 142,846 | -1,112 | -0.8% | -$7.21万 | 减仓 |
| RSP | INVESCO S&P 500 EQUAL WEIGHT ETF | $1,139.61万 | 3.04% | 59,379 | 5,683 | 10.6% | $109.07万 | 加仓 |
| JQUA | JPMORGAN U.S. QUALITY FACTOR ETF | $1,150.17万 | 3.07% | 187,568 | 14,521 | 8.4% | $89.04万 | 加仓 |
| IWD | ISHARES RUSSELL 1000 VALUE ETF | $1,187.75万 | 3.17% | 55,588 | -740 | -1.3% | -$15.81万 | 减仓 |
| PHO | INVESCO WATER RESOURCES ETF | $1,246.46万 | 3.33% | 186,428 | 19,912 | 12.0% | $133.13万 | 加仓 |
| EVSD | EATON VANCE SHORT DURATION INCOME ETF | $1,523.00万 | 4.07% | 298,979 | 298,979 | — | $1,523.00万 | 新建仓 |
| LMBS | FIRST TRUST LOW DURATION OPPORTUNITIES ETF | $1,551.38万 | 4.14% | 311,459 | 6,065 | 2.0% | $30.21万 | 加仓 |
| WTV | WISDOMTREE US VALUE FUND OF BENEF INTEREST | $1,748.78万 | 4.67% | 184,607 | -11,621 | -5.9% | -$110.09万 | 减仓 |
| JAVA | JPMORGAN ACTIVE VALUE ETF | $1,757.00万 | 4.69% | 244,878 | -9,983 | -3.9% | -$71.63万 | 减仓 |
| — | DIMENSIONAL U.S. TARGETED VALUE ETF | $1,893.10万 | 5.05% | 303,139 | -21,271 | -6.6% | -$132.84万 | 减仓 |
| VTV | VANGUARD VALUE ETF | $1,893.39万 | 5.05% | 96,503 | -5,134 | -5.1% | -$100.73万 | 减仓 |
| WCMI | FIRST TRUST WCM INTERNATIONAL EQUITY ETF | $1,918.11万 | 5.12% | 1,143,775 | 5,855 | 0.5% | $9.82万 | 加仓 |
| XCEM | COLUMBIA EM CORE EX-CHINA ETF | $1,960.38万 | 5.23% | 480,368 | -22,955 | -4.6% | -$93.68万 | 减仓 |
| DFIV | DIMENSIONAL INTERNATIONAL VALUE ETF | $2,202.84万 | 5.88% | 417,363 | -13,892 | -3.2% | -$73.32万 | 减仓 |
| USEW | CAMBRIA US EW ETF | $3,703.29万 | 9.89% | 757,626 | 0 | 0.0% | — | 不变 |