Prism Advisors, Inc.
STUDIO CITY CA · SEC CIK 0001717027
$4.12亿2026Q2 申报市值
77持仓数
52.2%前十大占比 · 第一大 10.3%
3 / 4新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
NLR 新建仓+$913.11万
EVSD 加仓+$66.12万
LMBS 加仓+$25.45万
IHE 新建仓+$20.87万
RSP 加仓+$10.57万
2026Q2 卖出最多 按季末市值估算
XCEM 减仓-$430.28万
DFIV 减仓-$234.18万
WCMI 减仓-$206.43万
QQQM 减仓-$69.35万
DIMENSIONAL U.S. 减仓-$64.18万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| JPST | JPMORGAN ULTRA-SHORT INCOME ETF | $0 | 0.00% | 0 | -8,227 | -100.0% | -$41.64万 | 清仓 |
| MCD | MCDONALDS CORP COM | $0 | 0.00% | 0 | -723 | -100.0% | -$22.47万 | 清仓 |
| RCL | ROYAL CARIBBEAN GROUP COM | $0 | 0.00% | 0 | -814 | -100.0% | -$22.40万 | 清仓 |
| RING | ISHARES MSCI GLOBAL GOLD MINERS ETF | $0 | 0.00% | 0 | -2,778 | -100.0% | -$21.94万 | 清仓 |
| — | XEROX HOLDINGS CORP WT EXP 021128 | $4,271 | 0.00% | 15,535 | 1,050 | 7.2% | $289 | 加仓 |
| TSLA | TESLA INC COM | $2.78万 | 0.01% | 66 | 0 | 0.0% | — | 不变 |
| BGS | B & G FOODS INC COM | $4.74万 | 0.01% | 11,900 | 0 | 0.0% | — | 不变 |
| INTC | INTEL CORP COM | $6.26万 | 0.02% | 448 | 448 | — | $6.26万 | 新建仓 |
| XRX | XEROX HOLDINGS CORP COM NEW | $9.10万 | 0.02% | 29,071 | 100 | 0.3% | $313 | 加仓 |
| VNM | VANECK VIETNAM ETF | $20.23万 | 0.05% | 10,953 | 0 | 0.0% | — | 不变 |
| DLX | DELUXE CORP MEDIUM TERM NTS COM | $20.78万 | 0.05% | 8,700 | 0 | 0.0% | — | 不变 |
| IHE | ISHARES U.S. PHARMACEUTICALS ETF | $20.87万 | 0.05% | 2,108 | 2,108 | — | $20.87万 | 新建仓 |
| — | VANECK LOW CARBON ENERGY ETF | $21.11万 | 0.05% | 1,445 | -13 | -0.9% | -$1,899 | 减仓 |
| IBB | ISHARES BIOTECHNOLOGY ETF | $21.21万 | 0.05% | 1,115 | -323 | -22.5% | -$6.14万 | 重新持有 |
| IIPR | INNOVATIVE INDL PPTYS INC COM | $22.31万 | 0.05% | 3,599 | -400 | -10.0% | -$2.48万 | 减仓 |
| AMZN | AMAZON COM INC COM | $22.43万 | 0.05% | 941 | 0 | 0.0% | — | 重新持有 |
| GOOGL | ALPHABET INC CAP STK CL A | $23.80万 | 0.06% | 666 | 0 | 0.0% | — | 重新持有 |
| JNJ | JOHNSON & JOHNSON COM | $26.03万 | 0.06% | 1,025 | 0 | 0.0% | — | 不变 |
| — | NUVEEN ESG DIVIDEND ETF | $26.80万 | 0.07% | 8,233 | 0 | 0.0% | — | 不变 |
| PBW | INVESCO WILDERHILL CLEAN ENERGY ETF | $31.92万 | 0.08% | 8,183 | 18 | 0.2% | $702 | 加仓 |
| JCPI | JPMORGAN INFLATION MANAGED BOND ETF | $32.24万 | 0.08% | 6,737 | 123 | 1.9% | $5,886 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL CL B NEW | $37.53万 | 0.09% | 750 | 0 | 0.0% | — | 不变 |
| GLD | SPDR GOLD SHARES | $55.26万 | 0.13% | 1,500 | 0 | 0.0% | — | 不变 |
| FXI | ISHARES CHINA LARGE-CAP ETF | $55.49万 | 0.13% | 17,567 | 0 | 0.0% | — | 不变 |
| NVDA | NVIDIA CORPORATION COM | $63.50万 | 0.15% | 3,174 | -392 | -11.0% | -$7.84万 | 减仓 |
| DSI | ISHARES ESG MSCI KLD 400 ETF | $81.86万 | 0.20% | 5,749 | -153 | -2.6% | -$2.18万 | 减仓 |
| NULG | NUVEEN ESG LARGE-CAP GROWTH ETF | $88.10万 | 0.21% | 7,526 | -280 | -3.6% | -$3.28万 | 减仓 |
| CVSB | CALVERT ULTRA-SHORT INVESTMENT GRADE ETF | $89.39万 | 0.22% | 17,652 | 322 | 1.9% | $1.63万 | 加仓 |
| — | INVESCO ESG NASDAQ 100 ETF | $89.57万 | 0.22% | 17,484 | -496 | -2.8% | -$2.54万 | 减仓 |
| IBMO | ISHARES IBONDS DEC 2026 TERM MUNI BOND ETF | $91.45万 | 0.22% | 35,665 | 0 | 0.0% | — | 不变 |
| ESGE | ISHARES ESG AWARE MSCI EM ETF | $98.56万 | 0.24% | 18,021 | 0 | 0.0% | — | 不变 |
| QQQE | DIREXION NASDAQ-100 EQUAL WEIGHTED INDEX ETF | $98.86万 | 0.24% | 8,103 | -573 | -6.6% | -$6.99万 | 减仓 |
| RWK | INVESCO S&P MIDCAP 400 REVENUE ETF | $106.23万 | 0.26% | 7,263 | -61 | -0.8% | -$8,922 | 减仓 |
| — | CAMBRIA GLOBAL EW ETF | $112.46万 | 0.27% | 20,560 | 0 | 0.0% | — | 不变 |
| AAPL | APPLE INC COM | $113.62万 | 0.28% | 3,927 | -199 | -4.8% | -$5.76万 | 减仓 |
| IBMP | ISHARES IBONDS DEC 2027 TERM MUNI BOND ETF | $113.67万 | 0.28% | 44,715 | 0 | 0.0% | — | 不变 |
| NUDM | NUVEEN ESG INTERNATIONAL DEVELOPED MARKETS EQUITY ETF | $113.98万 | 0.28% | 28,480 | -1,293 | -4.3% | -$5.17万 | 减仓 |
| CGW | INVESCO S&P GLOBAL WATER INDEX ETF | $137.97万 | 0.34% | 20,990 | -1 | -0.0% | -$66 | 减仓 |
| VGK | VANGUARD FTSE EUROPE ETF | $153.72万 | 0.37% | 17,362 | 0 | 0.0% | — | 不变 |
| IEF | ISHARES 7-10 YEAR TREASURY BOND ETF | $155.27万 | 0.38% | 16,419 | 309 | 1.9% | $2.92万 | 加仓 |
| FRDM | FREEDOM 100 EMERGING MARKETS ETF | $161.15万 | 0.39% | 22,106 | -1,405 | -6.0% | -$10.24万 | 减仓 |
| FVD | FIRST TRUST VALUE LINE DIVIDEND INDEX FUND | $176.71万 | 0.43% | 36,677 | -491 | -1.3% | -$2.37万 | 减仓 |
| EQIN | COLUMBIA U.S. EQUITY INCOME ETF | $177.80万 | 0.43% | 34,658 | 163 | 0.5% | $8,362 | 加仓 |
| MDYV | STATE STREET SPDR S&P 400 MID CAP VALUE ETF | $190.25万 | 0.46% | 20,058 | -130 | -0.6% | -$1.23万 | 减仓 |
| RDVY | FIRST TRUST RISING DIVIDEND ACHIEVERS ETF | $196.12万 | 0.48% | 24,194 | 105 | 0.4% | $8,511 | 加仓 |
| DGRO | ISHARES CORE DIVIDEND GROWTH ETF | $213.85万 | 0.52% | 28,216 | 214 | 0.8% | $1.62万 | 加仓 |
| PWB | INVESCO LARGE CAP GROWTH ETF | $231.92万 | 0.56% | 13,767 | -542 | -3.8% | -$9.13万 | 减仓 |
| — | ISHARES MSCI CHINA A ETF | $252.47万 | 0.61% | 65,920 | -704 | -1.1% | -$2.70万 | 减仓 |
| FVAL | FIDELITY VALUE FACTOR ETF | $258.63万 | 0.63% | 33,185 | -7 | -0.0% | -$546 | 减仓 |
| EFAV | ISHARES MSCI EAFE MIN VOL FACTOR ETF | $265.88万 | 0.65% | 30,314 | 170 | 0.6% | $1.49万 | 加仓 |
| SPYV | STATE STREET SPDR PORTFOLIO S&P 500 VALUE ETF | $279.51万 | 0.68% | 45,980 | -9,231 | -16.7% | -$56.12万 | 减仓 |
| BUFR | FT VEST LADDERED BUFFER ETF | $321.54万 | 0.78% | 88,022 | -991 | -1.1% | -$3.62万 | 减仓 |
| VOE | VANGUARD MID-CAP VALUE ETF | $372.00万 | 0.90% | 18,826 | -1,092 | -5.5% | -$21.58万 | 减仓 |
| IHDG | WISDOMTREE INTERNATIONAL HEDGED QUALITY DIVIDEND GROWTH FUND | $379.88万 | 0.92% | 72,524 | -910 | -1.2% | -$4.77万 | 减仓 |
| JIG | JPMORGAN INTERNATIONAL GROWTH ETF | $454.20万 | 1.10% | 52,102 | -4,667 | -8.2% | -$40.68万 | 减仓 |
| SPY | STATE STREET SPDR S&P 500 ETF | $474.56万 | 1.15% | 6,355 | -106 | -1.6% | -$7.92万 | 减仓 |
| FIW | FIRST TRUST WATER ETF | $487.14万 | 1.18% | 44,480 | -1,365 | -3.0% | -$14.95万 | 减仓 |
| QQQ | INVESCO QQQ TRUST SERIES I | $491.80万 | 1.19% | 6,678 | -94 | -1.4% | -$6.92万 | 减仓 |
| IEFA | ISHARES CORE MSCI EAFE ETF | $519.00万 | 1.26% | 53,738 | -437 | -0.8% | -$4.22万 | 减仓 |
| EEM | ISHARES MSCI EMERGING MARKETS ETF | $551.96万 | 1.34% | 80,684 | -7,420 | -8.4% | -$50.76万 | 减仓 |
| BUFQ | FT VEST LADDERED NASDAQ BUFFER ETF | $632.60万 | 1.54% | 161,091 | -5,097 | -3.1% | -$20.02万 | 减仓 |
| QQQM | INVESCO NASDAQ 100 ETF | $667.97万 | 1.62% | 22,047 | -2,289 | -9.4% | -$69.35万 | 减仓 |
| NOBL | PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF | $721.32万 | 1.75% | 128,441 | 281 | 0.2% | $1.58万 | 加仓 |
| GXC | STATE STREET SPDR S&P CHINA ETF | $838.27万 | 2.04% | 96,887 | -1,526 | -1.6% | -$13.20万 | 减仓 |
| NLR | VANECK URANIUM AND NUCLEAR ETF | $913.11万 | 2.22% | 78,730 | 78,730 | — | $913.11万 | 新建仓 |
| EFA | ISHARES MSCI EAFE ETF | $926.73万 | 2.25% | 89,211 | -2,654 | -2.9% | -$27.57万 | 减仓 |
| DEXC | DIMENSIONAL EMERGING MARKETS EX CHINA CORE EQUITY ETF | $1,137.38万 | 2.76% | 137,678 | -5,168 | -3.6% | -$42.69万 | 减仓 |
| PHO | INVESCO WATER RESOURCES ETF | $1,237.37万 | 3.01% | 179,122 | -7,306 | -3.9% | -$50.47万 | 减仓 |
| RSP | INVESCO S&P 500 EQUAL WEIGHT ETF | $1,273.98万 | 3.10% | 59,876 | 497 | 0.8% | $10.57万 | 加仓 |
| IWD | ISHARES RUSSELL 1000 VALUE ETF | $1,342.24万 | 3.26% | 55,366 | -222 | -0.4% | -$5.38万 | 减仓 |
| JQUA | JPMORGAN U.S. QUALITY FACTOR ETF | $1,358.47万 | 3.30% | 187,945 | 377 | 0.2% | $2.72万 | 加仓 |
| LMBS | FIRST TRUST LOW DURATION OPPORTUNITIES ETF | $1,575.89万 | 3.83% | 316,571 | 5,112 | 1.6% | $25.45万 | 加仓 |
| EVSD | EATON VANCE SHORT DURATION INCOME ETF | $1,586.58万 | 3.85% | 311,981 | 13,002 | 4.3% | $66.12万 | 加仓 |
| WTV | WISDOMTREE US VALUE FUND OF BENEF INTEREST | $1,881.00万 | 4.57% | 184,919 | 312 | 0.2% | $3.17万 | 加仓 |
| JAVA | JPMORGAN ACTIVE VALUE ETF | $1,929.54万 | 4.69% | 242,984 | -1,894 | -0.8% | -$15.04万 | 减仓 |
| DFIV | DIMENSIONAL INTERNATIONAL VALUE ETF | $2,020.41万 | 4.91% | 374,012 | -43,351 | -10.4% | -$234.18万 | 减仓 |
| WCMI | FIRST TRUST WCM INTERNATIONAL EQUITY ETF | $2,031.94万 | 4.94% | 1,038,292 | -105,483 | -9.2% | -$206.43万 | 减仓 |
| — | DIMENSIONAL U.S. TARGETED VALUE ETF | $2,054.76万 | 4.99% | 293,957 | -9,182 | -3.0% | -$64.18万 | 减仓 |
| VTV | VANGUARD VALUE ETF | $2,063.12万 | 5.01% | 94,669 | -1,834 | -1.9% | -$39.97万 | 减仓 |
| XCEM | COLUMBIA EM CORE EX-CHINA ETF | $2,109.91万 | 5.13% | 398,999 | -81,369 | -16.9% | -$430.28万 | 减仓 |
| USEW | CAMBRIA US EW ETF | $4,229.71万 | 10.28% | 757,627 | 1 | 0.0% | $56 | 加仓 |