Prime Capital Investment Advisors, LLC
OVERLAND PARK KS · SEC CIK 0001731446
$103.15亿2026Q2 申报市值
1,087持仓数
30.2%前十大占比 · 第一大 6.9%
81 / 53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
IVV 加仓+$3.59亿
AVUS 新建仓+$2.26亿
IEFA 加仓+$2.06亿
XTEN 加仓+$9,795.46万
IUSB 加仓+$7,472.35万
2026Q2 卖出最多 按季末市值估算
AVLV 清仓-$9,380.32万
DGRW 减仓-$8,001.83万
MGK 减仓-$7,812.53万
VGLT 减仓-$5,641.74万
ITOT 减仓-$1,629.13万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| EFA | ISHARES TR MSCI EAFE ETF | $6,108.71万 | 0.59% | 588,054 | 16,309 | 2.9% | $169.42万 | 加仓 |
| SCHP | SCHWAB STRATEGIC TR US TIPS ETF | $6,156.85万 | 0.60% | 2,323,341 | 57,833 | 2.6% | $153.26万 | 加仓 |
| WMT | WALMART INC COM | $6,371.65万 | 0.62% | 562,568 | 1,166 | 0.2% | $13.21万 | 加仓 |
| SCHM | SCHWAB STRATEGIC TR US MID-CAP ETF | $6,750.83万 | 0.65% | 1,830,982 | -43,211 | -2.3% | -$159.32万 | 减仓 |
| GOOG | ALPHABET INC CAP STK CL C | $6,786.79万 | 0.66% | 192,081 | 12,253 | 6.8% | $432.93万 | 加仓 |
| BNDX | VANGUARD CHARLOTTE FDS TOTAL INT BD ETF | $6,894.89万 | 0.67% | 1,423,682 | 49,540 | 3.6% | $239.92万 | 加仓 |
| MUB | ISHARES TR NATIONAL MUN ETF | $6,928.22万 | 0.67% | 643,767 | -2,048 | -0.3% | -$22.04万 | 减仓 |
| SCHG | SCHWAB STRATEGIC TR US LCAP GR ETF | $7,203.40万 | 0.70% | 2,128,665 | -55,689 | -2.5% | -$188.45万 | 减仓 |
| AVEM | AMERICAN CENTY ETF TR AVANTIS EMGMKT | $7,243.76万 | 0.70% | 750,726 | -5,275 | -0.7% | -$50.90万 | 减仓 |
| IJH | ISHARES TR CORE S&P MCP ETF | $7,290.63万 | 0.71% | 945,484 | 789,978 | 508.0% | $6,091.52万 | 加仓 |
| IEMG | ISHARES INC CORE MSCI EMKT | $7,312.92万 | 0.71% | 882,776 | -15,598 | -1.7% | -$129.21万 | 减仓 |
| VPL | VANGUARD INTL EQUITY INDEX F FTSE PACIFIC ETF | $7,349.63万 | 0.71% | 635,287 | -19,313 | -3.0% | -$223.43万 | 减仓 |
| LLY | ELI LILLY & CO COM | $7,574.61万 | 0.73% | 63,152 | -2,005 | -3.1% | -$240.48万 | 减仓 |
| IUSB | ISHARES TR CORE UNIVRSL USD | $7,651.31万 | 0.74% | 1,657,922 | 1,619,144 | 4,175.4% | $7,472.35万 | 加仓 |
| GOOGL | ALPHABET INC CAP STK CL A | $9,190.10万 | 0.89% | 257,159 | -4,282 | -1.6% | -$153.03万 | 减仓 |
| QUAL | ISHARES TR MSCI USA QLT FCT | $9,592.21万 | 0.93% | 437,142 | -22,301 | -4.9% | -$489.35万 | 减仓 |
| VTEB | VANGUARD MUN BD FDS TAX EXEMPT BD | $9,871.19万 | 0.96% | 1,951,599 | 55,466 | 2.9% | $280.55万 | 加仓 |
| AVGO | BROADCOM INC COM | $9,900.35万 | 0.96% | 262,087 | 8,496 | 3.4% | $320.94万 | 加仓 |
| IJS | ISHARES TR SP SMCP600VL ETF | $1.03亿 | 1.00% | 756,315 | -18,688 | -2.4% | -$255.43万 | 减仓 |
| BND | VANGUARD BD INDEX FDS TOTAL BND MRKT | $1.06亿 | 1.03% | 1,443,141 | 39,284 | 2.8% | $288.38万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T TR UNIT | $1.13亿 | 1.10% | 151,678 | -5,853 | -3.7% | -$437.08万 | 减仓 |
| AMZN | AMAZON COM INC COM | $1.19亿 | 1.16% | 500,000 | -13,831 | -2.7% | -$329.65万 | 减仓 |
| SCHF | SCHWAB STRATEGIC TR INTL EQTY ETF | $1.20亿 | 1.16% | 4,325,445 | -104,852 | -2.4% | -$290.44万 | 减仓 |
| MSFT | MICROSOFT CORP COM | $1.23亿 | 1.19% | 330,356 | 6,100 | 1.9% | $227.54万 | 加仓 |
| VOO | VANGUARD INDEX FDS S&P 500 ETF SHS | $1.28亿 | 1.24% | 185,817 | -17,718 | -8.7% | -$1,216.89万 | 减仓 |
| IXUS | ISHARES TR CORE MSCI TOTAL | $1.34亿 | 1.30% | 1,404,457 | 240,877 | 20.7% | $2,298.93万 | 加仓 |
| FESM | FIDELITY COVINGTON TRUST ENHANCED SML CAP | $1.40亿 | 1.35% | 2,890,540 | -222,524 | -7.1% | -$1,074.57万 | 减仓 |
| VTV | VANGUARD INDEX FDS VALUE ETF | $1.44亿 | 1.40% | 661,224 | -15,469 | -2.3% | -$337.12万 | 减仓 |
| QQQ | INVESCO QQQ TR UNIT SER 1 | $1.48亿 | 1.43% | 200,376 | -4,026 | -2.0% | -$296.48万 | 减仓 |
| VGK | VANGUARD INTL EQUITY INDEX F FTSE EUROPE ETF | $1.67亿 | 1.62% | 1,888,476 | -38,994 | -2.0% | -$345.25万 | 减仓 |
| XTEN | BONDBLOXX ETF TRUST BLOOMBERG TEN YR | $1.89亿 | 1.83% | 4,136,120 | 2,149,069 | 108.2% | $9,795.46万 | 加仓 |
| AAPL | APPLE INC COM | $2.22亿 | 2.15% | 766,662 | -13,379 | -1.7% | -$387.13万 | 减仓 |
| AVUS | AMERICAN CENTY ETF TR EMERGING | $2.26亿 | 2.19% | 1,763,123 | 1,763,123 | — | $2.26亿 | 新建仓 |
| NVDA | NVIDIA CORPORATION COM | $2.27亿 | 2.20% | 1,133,586 | 2,543 | 0.2% | $50.88万 | 加仓 |
| ITOT | ISHARES TR CORE S&P TTL STK | $2.49亿 | 2.42% | 1,517,244 | -99,174 | -6.1% | -$1,629.13万 | 减仓 |
| SCHX | SCHWAB STRATEGIC TR US LRG CAP ETF | $2.56亿 | 2.48% | 8,704,919 | -195,746 | -2.2% | -$576.08万 | 减仓 |
| IEFA | ISHARES TR CORE MSCI EAFE | $2.68亿 | 2.59% | 2,770,947 | 2,133,219 | 334.5% | $2.06亿 | 加仓 |
| AGG | ISHARES TR CORE US AGGBD ET | $3.76亿 | 3.64% | 3,796,233 | 116,760 | 3.2% | $1,155.69万 | 加仓 |
| VTI | VANGUARD INDEX FDS TOTAL STK MKT | $3.94亿 | 3.82% | 1,064,003 | -19,780 | -1.8% | -$731.94万 | 减仓 |
| IVV | ISHARES TR CORE S&P500 ETF | $7.08亿 | 6.87% | 945,895 | 478,902 | 102.6% | $3.59亿 | 加仓 |