13F 机构持仓

Prime Capital Investment Advisors, LLC

OVERLAND PARK KS · SEC CIK 0001731446

2026Q22026Q1 更早 9 个季度 🔒
$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
申报市值走势$103.15亿2026Q2
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

AGG 4.2%
VTI 4.0%
IVV 3.5%
ITOT 2.7%
SCHX 2.6%
AAPL 2.3%
NVDA 2.3%
VGK 1.8%
VTV 1.5%
VOO 1.4%

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
— DIMENSIONAL ETF TRUST US TARGETED VLU $141.18万0.02%22,606 00.0% — 不变
ING ING GROEP N.V. SPONSORED ADR $141.66万0.02%54,380 -6,180-10.2% -$16.10万 减仓
TD TORONTO DOMINION BK ONT COM NEW $143.54万0.02%15,383 -835-5.1% -$7.79万 减仓
PFF ISHARES TR PFD AND INCM SEC $143.82万0.02%47,433 6401.4% $1.94万 加仓
UL UNILEVER PLC SPON ADR NEW $146.34万0.02%25,687 -981-3.7% -$5.59万 减仓
VCIT VANGUARD SCOTTSDALE FDS INT-TERM CORP $146.79万0.02%17,739 1,63910.2% $13.56万 加仓
DGRO ISHARES TR CORE DIV GRWTH $147.96万0.02%21,083 -540-2.5% -$3.79万 减仓
VCLT VANGUARD SCOTTSDALE FDS LG-TERM COR BD $148.34万0.02%19,853 2,00011.2% $14.94万 加仓
IGEB ISHARES TR INVESTMENT GRADE $148.50万0.02%32,956 7132.2% $3.21万 加仓
SMCI SUPER MICRO COMPUTER INC COM NEW $149.20万0.02%65,526 -5,274-7.4% -$12.01万 减仓
VIS VANGUARD WORLD FD INDUSTRIAL ETF $151.52万0.02%4,853 751.6% $2.34万 加仓
FIW FIRST TR EXCHANGE-TRADED FD WTR ETF $151.81万0.02%14,720 90.1% $928 加仓
DFUS DIMENSIONAL ETF TRUST US EQUITY MARKET $151.84万0.02%21,413 00.0% — 不变
MUFG MITSUBISHI UFJ FINANCIAL GRO SPONSORED ADS $153.21万0.02%90,283 -8,909-9.0% -$15.12万 减仓
BTI BRITISH AMERN TOB PLC SPONSORED ADR $153.73万0.02%26,291 170.1% $994 加仓
TENB TENABLE HLDGS INC COM $153.80万0.02%90,928 -19,880-17.9% -$33.63万 减仓
AGX ARGAN INC COM $153.97万0.02%2,827 -498-15.0% -$27.12万 减仓
OEF ISHARES TR S&P 100 ETF $153.98万0.02%4,841 -786-14.0% -$25.00万 减仓
SRE SEMPRA COM $154.16万0.02%15,865 5283.4% $5.13万 加仓
UPS UNITED PARCEL SVCS INC CL B $154.91万0.02%15,747 2471.6% $2.43万 加仓
TM TOYOTA MOTOR CORP ADS $155.46万0.02%7,543 -447-5.6% -$9.21万 减仓
DFUV DIMENSIONAL ETF TRUST US MKTWIDE VALUE $156.86万0.02%32,368 1710.5% $8,287 加仓
BMY BRISTOL-MYERS SQUIBB CO COM $157.10万0.02%25,903 8173.3% $4.96万 加仓
SAP SAP SE SPON ADR $158.75万0.02%9,272 1,19214.8% $20.41万 加仓
CAH CARDINAL HEALTH INC COM $159.17万0.02%7,532 6759.8% $14.26万 加仓
OBDC BLUE OWL CAPITAL CORPORATION COM $159.44万0.02%144,163 131,3531,025.4% $145.28万 加仓
VHT VANGUARD WORLD FD HEALTH CAR ETF $159.45万0.02%5,855 -293-4.8% -$7.98万 减仓
ACWI ISHARES TR MSCI ACWI ETF $159.91万0.02%11,557 2482.2% $3.43万 加仓
SHW SHERWIN WILLIAMS CO COM $160.61万0.02%5,011 61213.9% $19.62万 加仓
VYMI VANGUARD WHITEHALL FDS INTL HIGH ETF $160.76万0.02%17,058 1671.0% $1.57万 加仓
AJG GALLAGHER ARTHUR J & CO COM $162.75万0.02%7,515 4396.2% $9.51万 加仓
GLW CORNING INC COM $163.90万0.02%12,054 2,38524.7% $32.43万 加仓
ACN ACCENTURE PLC IRELAND SHS CLASS A $165.28万0.02%8,335 -2,464-22.8% -$48.86万 减仓
PBR PETROLEO BRASILEIRO S A SPONSORED ADR $165.75万0.02%79,878 -13,920-14.8% -$28.88万 减仓
LMBS FIRST TR EXCHANGE-TRADED FD FST LOW OPPT EFT $167.82万0.02%33,692 -2,589-7.1% -$12.90万 减仓
PWR QUANTA SVCS INC COM $169.94万0.02%3,095 -196-6.0% -$10.76万 减仓
PH PARKER-HANNIFIN CORP COM $170.16万0.02%1,901 -36-1.9% -$3.22万 减仓
IBIT ISHARES BITCOIN TRUST ETF SHS BEN INT $170.54万0.02%44,388 -15,611-26.0% -$59.98万 减仓
VDC VANGUARD WORLD FD CONSUM STP ETF $171.60万0.02%7,641 -60-0.8% -$1.35万 减仓
SBUX STARBUCKS CORP COM $172.36万0.02%19,238 -6,655-25.7% -$59.62万 减仓
TLH ISHARES TR 10-20 YR TRS ETF $172.82万0.02%17,158 1,85212.1% $18.65万 加仓
DAL DELTA AIR LINES INC COM NEW $175.11万0.02%26,341 1570.6% $1.04万 加仓
VWO VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF $175.69万0.02%32,505 1,6775.4% $9.06万 加仓
FCX FREEPORT MCMORAN INC CL B $176.77万0.02%30,073 9,10943.5% $53.54万 加仓
SCHW SCHWAB CHARLES CORP COM $176.81万0.02%18,813 -2,599-12.1% -$24.43万 减仓
TER TERADYNE INC COM $177.43万0.02%5,985 2855.0% $8.45万 加仓
RWJ INVESCO EXCH TRADED FD TR II S&P SMALLCAP 600 $177.65万0.02%35,193 7152.1% $3.61万 加仓
DHR DANAHER CORP DEL COM $179.03万0.02%9,443 -1,145-10.8% -$21.71万 减仓
IUSB ISHARES TR CORE UNIVRSL USD $179.12万0.02%38,778 5,55116.7% $25.64万 加仓
LIN LINDE PLC SHS $180.40万0.02%3,639 1203.4% $5.95万 加仓
RY ROYAL BK CDA COM $181.35万0.02%11,209 -334-2.9% -$5.40万 减仓
VFLO VICTORY PORTFOLIOS II SHARES FREE CASH $181.96万0.02%46,090 9,56526.2% $37.76万 加仓
IJT ISHARES TR S&P SML 600 GWT $182.01万0.02%12,577 -129-1.0% -$1.87万 减仓
KLAC KLA CORP COM NEW $182.04万0.02%1,236 302.5% $4.42万 加仓
LQD ISHARES TR IBOXX INV CP ETF $184.85万0.02%16,960 610.4% $6,648 加仓
CTAS CINTAS CORP COM $186.78万0.02%11,043 -60-0.5% -$1.01万 减仓
AZN ASTRAZENECA PLC ORD $187.55万0.02%9,510 9,510— $187.55万 新建仓
VGSH VANGUARD SCOTTSDALE FDS SHORT TERM TREAS $187.68万0.02%32,061 -1,123-3.4% -$6.57万 减仓
O REALTY INCOME CORP COM $187.96万0.02%30,723 3,52012.9% $21.54万 加仓
IGV ISHARES TR EXPANDED TECH $188.31万0.02%23,524 10,85485.7% $86.89万 加仓
CGMS CAPITAL GRP FIXED INCM ETF T US MULTI-SECTOR $189.35万0.02%69,538 11,70520.2% $31.87万 加仓
AFL AFLAC INC COM $189.73万0.02%17,293 100.1% $1,097 加仓
PGR PROGRESSIVE CORP COM $192.32万0.02%9,701 1151.2% $2.28万 加仓
JBND J P MORGAN EXCHANGE TRADED F ACTIVE BOND ETF $192.75万0.02%35,847 7,81227.9% $42.01万 加仓
USSG DBX ETF TR XTRACKERS MSCI $193.26万0.02%32,382 -8,107-20.0% -$48.38万 减仓
USB US BANCORP COM NEW $196.14万0.02%37,713 24,956195.6% $129.80万 加仓
NDAQ NASDAQ INC COM $196.42万0.02%23,138 -135-0.6% -$1.15万 减仓
SPHY STATE STREET SPDR PORTFOLIO HIGH YIELD $198.97万0.02%85,322 -2,641-3.0% -$6.16万 减仓
SHEL SHELL PLC SPON ADS $203.31万0.02%21,862 -382-1.7% -$3.55万 减仓
FSCO FS CREDIT OPPORTUNITIES CORP COMMON STOCK $203.48万0.02%398,977 -26,973-6.3% -$13.76万 减仓
— KRANESHARES TRUST GLOBAL HUMANOID $205.89万0.02%65,989 3,2195.1% $10.04万 加仓
VGIT VANGUARD SCOTTSDALE FDS INTER TERM TREAS $206.12万0.02%34,613 -498-1.4% -$2.97万 减仓
CME CME GROUP INC COM $209.65万0.02%7,098 -1,956-21.6% -$57.77万 减仓
NVO NOVO-NORDISK A S ADR $212.80万0.02%57,905 3650.6% $1.34万 加仓
FDX FEDEX CORP COM $215.61万0.02%6,053 -172-2.8% -$6.13万 减仓
BKNG BOOKING HOLDINGS INC COM $215.91万0.02%513 -379-42.5% -$159.51万 减仓
IDXX IDEXX LABS INC COM $219.39万0.03%3,905 -18-0.5% -$1.01万 减仓
ENB ENBRIDGE INC COM $219.73万0.03%40,586 32,995434.7% $178.64万 加仓
FFIN FIRST FINL BANKSHARES INC COM $220.22万0.03%74,779 240.0% $707 加仓
SOXX ISHARES TR ISHARES SEMICDTR $223.18万0.03%6,791 1291.9% $4.24万 加仓
GILD GILEAD SCIENCES INC COM $223.72万0.03%16,052 -3,202-16.6% -$44.63万 减仓
VONG VANGUARD SCOTTSDALE FDS VNG RUS1000GRW $224.94万0.03%20,507 -1,377-6.3% -$15.10万 减仓
DVN DEVON ENERGY CORP NEW COM $225.18万0.03%44,751 -6,425-12.6% -$32.33万 减仓
JCI JOHNSON CONTROLS INTERNATION SHS $226.50万0.03%17,297 -229-1.3% -$3.00万 减仓
FTNT FORTINET INC COM $227.69万0.03%27,862 -2,390-7.9% -$19.53万 减仓
JUCY ETF SER SOLUTIONS APTUS ENHANCED $227.85万0.03%102,869 15,59817.9% $34.55万 加仓
OKLO OKLO INC COM CL A $229.93万0.03%46,366 28,820164.3% $142.92万 加仓
LAMR LAMAR ADVERTISING CO CL A $230.31万0.03%18,184 -771-4.1% -$9.77万 减仓
CSX CSX CORP COM $230.51万0.03%56,153 4510.8% $1.85万 加仓
SPEM SPDR INDEX SHS FDS STATE STREET SPD $236.40万0.03%50,395 9,20522.3% $43.18万 加仓
AMT AMERICAN TOWER CORP COM $241.55万0.03%13,996 7,965132.1% $137.46万 加仓
SMMU PIMCO ETF TR SHTRM MUN BD ACT $241.78万0.03%47,925 13,86040.7% $69.92万 加仓
HSBC HSBC HLDGS PLC SPON ADR NEW $243.16万0.03%29,477 -10,407-26.1% -$85.85万 减仓
DFIC DIMENSIONAL ETF TRUST INTL CORE EQUITY $246.26万0.03%69,310 -403-0.6% -$1.43万 减仓
NVS NOVARTIS AG SPONSORED ADR $246.64万0.03%16,147 -682-4.1% -$10.42万 减仓
ITW ILLINOIS TOOL WKS INC COM $247.68万0.03%9,516 -182-1.9% -$4.74万 减仓
— INVESTMENT MANAGERS SER TR I AXS GREEN ALPHA $248.25万0.03%63,366 -25,785-28.9% -$101.02万 减仓
DUBS ETF SER SOLUTIONS APTUS LARGE CAP $248.73万0.03%68,978 11,54020.1% $41.61万 加仓
IWB ISHARES TR RUS 1000 ETF $249.96万0.03%7,010 -562-7.4% -$20.04万 减仓
HYG ISHARES TR IBOXX HI YD ETF $250.16万0.03%31,443 2,3027.9% $18.31万 加仓