Prime Capital Investment Advisors, LLC
OVERLAND PARK KS · SEC CIK 0001731446
$86.49亿2026Q1 申报市值
1,046持仓数
26.4%前十大占比 · 第一大 4.2%
76 / 64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
IVV 加仓+$1.51亿
FESM 加仓+$1.04亿
AVEM 新建仓+$6,091.85万
IEMG 加仓+$4,956.69万
PSQO 新建仓+$4,894.18万
2026Q1 卖出最多 按季末市值估算
AGG 减仓-$1.22亿
DGRW 减仓-$4,006.05万
SCHF 减仓-$3,472.72万
AVUV 减仓-$3,184.77万
SCHX 减仓-$2,833.65万
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 |
|---|---|---|---|---|---|---|---|---|
| XTEN | BONDBLOXX ETF TRUST BLOOMBERG TEN YR | $9,112.62万 | 1.05% | 1,987,051 | 519,309 | 35.4% | $2,381.55万 | 加仓 |
| IJS | ISHARES TR SP SMCP600VL ETF | $9,179.92万 | 1.06% | 775,003 | -9,677 | -1.2% | -$114.62万 | 减仓 |
| AVLV | AMERICAN CENTY ETF TR US LARGE CAP VLU | $9,380.32万 | 1.08% | 1,163,667 | -108,334 | -8.5% | -$873.28万 | 减仓 |
| VTEB | VANGUARD MUN BD FDS TAX EXEMPT BD | $9,459.81万 | 1.09% | 1,896,133 | -15,240 | -0.8% | -$76.03万 | 减仓 |
| DGRW | WISDOMTREE TR US QTLY DIV GRT | $9,480.10万 | 1.10% | 1,079,247 | -456,062 | -29.7% | -$4,006.05万 | 减仓 |
| IXUS | ISHARES TR CORE MSCI TOTAL | $1.01亿 | 1.17% | 1,163,580 | 8,383 | 0.7% | $72.63万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T TR UNIT | $1.02亿 | 1.18% | 157,531 | 11,393 | 7.8% | $740.93万 | 加仓 |
| BND | VANGUARD BD INDEX FDS TOTAL BND MRKT | $1.03亿 | 1.20% | 1,403,857 | 79,661 | 6.0% | $586.62万 | 加仓 |
| AMZN | AMAZON COM INC COM | $1.07亿 | 1.24% | 513,831 | -15,500 | -2.9% | -$322.82万 | 减仓 |
| SCHF | SCHWAB STRATEGIC TR INTL EQTY ETF | $1.10亿 | 1.27% | 4,430,297 | -1,403,120 | -24.1% | -$3,472.72万 | 减仓 |
| QQQ | INVESCO QQQ TR UNIT SER 1 | $1.18亿 | 1.36% | 204,402 | 2,358 | 1.2% | $136.10万 | 加仓 |
| FESM | FIDELITY COVINGTON TRUST ENHANCED SMALL | $1.18亿 | 1.37% | 3,113,064 | 2,745,327 | 746.5% | $1.04亿 | 加仓 |
| MSFT | MICROSOFT CORP COM | $1.20亿 | 1.39% | 324,256 | -7,196 | -2.2% | -$266.37万 | 减仓 |
| VOO | VANGUARD INDEX FDS S&P 500 ETF SHS | $1.22亿 | 1.41% | 203,535 | -2,196 | -1.1% | -$131.22万 | 减仓 |
| VTV | VANGUARD INDEX FDS VALUE ETF | $1.33亿 | 1.54% | 676,693 | -20,221 | -2.9% | -$396.74万 | 减仓 |
| VGK | VANGUARD INTL EQUITY INDEX F FTSE EUROPE ETF | $1.59亿 | 1.84% | 1,927,470 | -110,724 | -5.4% | -$912.70万 | 减仓 |
| NVDA | NVIDIA CORPORATION COM | $1.97亿 | 2.28% | 1,131,043 | 9,816 | 0.9% | $171.19万 | 加仓 |
| AAPL | APPLE INC COM | $1.98亿 | 2.29% | 780,041 | -23,140 | -2.9% | -$587.27万 | 减仓 |
| SCHX | SCHWAB STRATEGIC TR US LRG CAP ETF | $2.28亿 | 2.64% | 8,900,665 | -1,105,166 | -11.0% | -$2,833.65万 | 减仓 |
| ITOT | ISHARES TR CORE S&P TTL STK | $2.30亿 | 2.66% | 1,616,418 | 68,712 | 4.4% | $978.66万 | 加仓 |
| IVV | ISHARES TR CORE S&P500 ETF | $3.05亿 | 3.53% | 466,993 | 230,806 | 97.7% | $1.51亿 | 加仓 |
| VTI | VANGUARD INDEX FDS TOTAL STK MKT | $3.48亿 | 4.02% | 1,083,783 | -30,013 | -2.7% | -$962.85万 | 减仓 |
| AGG | ISHARES TR CORE US AGGBD ET | $3.65亿 | 4.22% | 3,679,473 | -1,225,933 | -25.0% | -$1.22亿 | 减仓 |