13F 机构持仓

Prime Capital Investment Advisors, LLC

OVERLAND PARK KS · SEC CIK 0001731446

2026Q22026Q1 更早 9 个季度 🔒
$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
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

IVV 6.9%
VTI 3.8%
AGG 3.6%
IEFA 2.6%
SCHX 2.5%
ITOT 2.4%
NVDA 2.2%
AVUS 2.2%
AAPL 2.2%
XTEN 1.8%

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
CRDO CREDO TECHNOLOGY GROUP HOLDI ORDINARY SHARES $146.61万0.01%5,391 2214.3% $6.01万 加仓
DFUV DIMENSIONAL ETF TRUST US MKTWIDE VALUE $147.14万0.01%26,748 -5,620-17.4% -$30.92万 减仓
AKAM AKAMAI TECHNOLOGIES INC COM $147.36万0.01%12,466 12,466— $147.36万 新建仓
BMY BRISTOL-MYERS SQUIBB CO COM $148.51万0.01%25,774 -129-0.5% -$7,433 减仓
UL UNILEVER PLC SPON ADR NEW $149.05万0.01%24,792 -895-3.5% -$5.38万 减仓
FIX COMFORT SYS USA INC COM $149.07万0.01%752 -118-13.6% -$23.39万 减仓
IGEB ISHARES TR INVT GRAD SY ETF $149.64万0.01%33,171 2150.7% $9,699 加仓
BRK/A BERKSHIRE HATHAWAY INC DEL CL A $149.77万0.01%2 2— $149.77万 新建仓
DGRO ISHARES TR CORE DIV GRWTH $150.35万0.01%19,838 -1,245-5.9% -$9.44万 减仓
IWS ISHARES TR RUS MDCP VAL ETF $150.62万0.01%9,151 4,23186.0% $69.64万 加仓
VGSR MANAGER DIRECTED PORTFOLIOS VERT GLB SUST RE $150.81万0.01%132,462 2620.2% $2,983 加仓
— FIRST TR EXCHNG TRADED FD VI FT VEST U.S. $151.13万0.01%36,969 31,674598.2% $129.48万 加仓
VCLT VANGUARD SCOTTSDALE FDS LG-TERM COR BD $151.28万0.01%20,103 2501.3% $1.88万 加仓
VIS VANGUARD WORLD FD INDUSTRIAL ETF $153.71万0.01%4,265 -588-12.1% -$21.19万 减仓
— DIMENSIONAL ETF TRUST US TARGETED VLU $154.14万0.01%22,051 -555-2.5% -$3.88万 减仓
VHT VANGUARD WORLD FD HEALTH CAR ETF $154.51万0.01%5,168 -687-11.7% -$20.54万 减仓
ACWX ISHARES TR MSCI ACWI EX US $154.69万0.01%20,324 970.5% $7,383 加仓
WAT WATERS CORP COM $155.51万0.02%4,147 120.3% $4,500 加仓
FIW FIRST TR EXCHANGE-TRADED FD WTR ETF $158.26万0.02%14,450 -270-1.8% -$2.96万 减仓
IWP ISHARES TR RUS MD CP GR ETF $159.07万0.02%10,865 1531.4% $2.24万 加仓
URI UNITED RENTALS INC COM $163.78万0.02%1,446 -39-2.6% -$4.42万 减仓
UPS UNITED PARCEL SVCS INC CL B $164.07万0.02%15,262 -485-3.1% -$5.21万 减仓
DDOG DATADOG INC CL A COM $164.57万0.02%6,321 3,399116.3% $88.49万 加仓
VDC VANGUARD WORLD FD CONSUM STP ETF $164.66万0.02%7,302 -339-4.4% -$7.64万 减仓
ING ING GROEP N.V. SPONSORED ADR $166.23万0.02%52,973 -1,407-2.6% -$4.42万 减仓
COHR COHERENT CORP COM $166.82万0.02%4,229 561.3% $2.21万 加仓
SHW SHERWIN WILLIAMS CO COM $168.64万0.02%4,898 -113-2.3% -$3.89万 减仓
TGT TARGET CORP COM $170.02万0.02%13,017 1,47412.8% $19.25万 加仓
LMBS FIRST TR EXCHANGE-TRADED FD FST LOW OPPT EFT $170.10万0.02%34,170 4781.4% $2.38万 加仓
ACWI ISHARES TR MSCI ACWI ETF $170.52万0.02%10,863 -694-6.0% -$10.89万 减仓
MUFG MITSUBISHI UFJ FINANCIAL GRO SPONSORED ADS $171.36万0.02%86,156 -4,127-4.6% -$8.21万 减仓
NDAQ NASDAQ INC COM $172.27万0.02%21,856 -1,282-5.5% -$10.10万 减仓
CTAS CINTAS CORP COM $172.68万0.02%10,153 -890-8.1% -$15.14万 减仓
SMCI SUPER MICRO COMPUTER INC COM NEW $173.27万0.02%59,075 -6,451-9.8% -$18.92万 减仓
SHOP SHOPIFY INC CL A SUB VTG SHS $174.22万0.02%15,258 5,27252.8% $60.20万 加仓
DHR DANAHER CORP DEL COM $174.45万0.02%9,158 -285-3.0% -$5.43万 减仓
SCHW SCHWAB CHARLES CORP COM $175.40万0.02%19,009 1961.0% $1.81万 加仓
DFUS DIMENSIONAL ETF TRUST US EQUI MARK ETF $175.45万0.02%21,413 00.0% — 不变
APH AMPHENOL CORP CL A $175.57万0.02%9,957 -9-0.1% -$1,587 减仓
AZN ASTRAZENECA PLC ORD $176.49万0.02%9,308 -202-2.1% -$3.83万 减仓
PAAS PAN AMERN SILVER CORP COM $176.67万0.02%39,444 39,444— $176.67万 新建仓
OEF ISHARES TR S&P 100 ETF $177.12万0.02%4,841 00.0% — 不变
WELL WELLTOWER INC COM $178.20万0.02%7,851 1,39121.5% $31.57万 加仓
TD TORONTO DOMINION BK ONT COM NEW $178.43万0.02%14,694 -689-4.5% -$8.37万 减仓
XLF SELECT SECTOR SPDR TR ST STR FINL ETF $178.68万0.02%33,330 -29,345-46.8% -$157.32万 减仓
PH PARKER-HANNIFIN CORP COM $180.08万0.02%1,841 -60-3.2% -$5.87万 减仓
CAH CARDINAL HEALTH INC COM $180.42万0.02%7,595 630.8% $1.50万 加仓
FSCO FS CREDIT OPPORTUNITIES CORP COMMON STOCK $182.93万0.02%366,595 -32,382-8.1% -$16.16万 减仓
VYMI VANGUARD WHITEHALL FDS INTL HIGH ETF $183.26万0.02%18,662 1,6049.4% $15.75万 加仓
DAL DELTA AIR LINES INC COM NEW $186.68万0.02%19,932 -6,409-24.3% -$60.03万 减仓
FDX FEDEX CORP COM $188.08万0.02%6,006 -47-0.8% -$1.47万 减仓
GILD GILEAD SCIENCES INC COM $190.59万0.02%15,085 -967-6.0% -$12.22万 减仓
CGMS CAPITAL GRP FIXED INCM ETF T US MULTI-SECTOR $190.81万0.02%69,818 2800.4% $7,652 加仓
VGSH VANGUARD SCOTTSDALE FDS SHORT TERM TREAS $191.83万0.02%32,960 8992.8% $5.23万 加仓
DRAM ROUNDHILL ETF TRUST MEMORY ETF $196.99万0.02%26,674 26,674— $196.99万 新建仓
SLV ISHARES SILVER TR ISHARES $198.60万0.02%37,142 -541-1.4% -$2.89万 减仓
PGR PROGRESSIVE CORP COM $199.12万0.02%9,115 -586-6.0% -$12.80万 减仓
PWR QUANTA SVCS INC COM $199.30万0.02%2,768 -327-10.6% -$23.54万 减仓
AFL AFLAC INC COM $200.99万0.02%17,142 -151-0.9% -$1.77万 减仓
O REALTY INCOME CORP COM $203.28万0.02%32,807 2,0846.8% $12.91万 加仓
AGX ARGAN INC COM $204.38万0.02%2,559 -268-9.5% -$21.40万 减仓
RWJ INVESCO EXCH TRADED FD TR II S&P SMALLCAP 600 $204.90万0.02%34,437 -756-2.1% -$4.50万 减仓
VGIT VANGUARD SCOTTSDALE FDS INTER TERM TREAS $205.00万0.02%34,758 1450.4% $8,552 加仓
BKNG BOOKING HOLDINGS INC COM $205.36万0.02%11,522 -1,303-10.2% -$23.22万 减仓
BTI BRITISH AMERN TOB PLC SPONSORED ADR $206.12万0.02%33,374 7,08326.9% $43.74万 加仓
XSD SPDR SERIES TRUST ST STR SP SEMI $206.27万0.02%3,307 2478.1% $15.41万 加仓
IDXX IDEXX LABS INC COM $208.04万0.02%3,952 471.2% $2.47万 加仓
JBND J P MORGAN EXCHANGE TRADED F ACTIVE BOND ETF $212.15万0.02%39,654 3,80710.6% $20.37万 加仓
IJT ISHARES TR S&P SML 600 GWT $212.34万0.02%11,889 -688-5.5% -$12.29万 减仓
ENB ENBRIDGE INC COM $216.20万0.02%39,881 -705-1.7% -$3.82万 减仓
USB US BANCORP COM NEW $217.15万0.02%35,952 -1,761-4.7% -$10.64万 减仓
TMUS T-MOBILE US INC COM $217.38万0.02%12,960 -1,883-12.7% -$31.58万 减仓
CGXU CAPITAL GROUP INTL FOCUS EQT SHS CREAT UNIT $218.38万0.02%63,079 15,93733.8% $55.17万 加仓
HONA HONEYWELL AEROSPACE INC COM $219.38万0.02%9,923 9,923— $219.38万 新建仓
RY ROYAL BK CDA COM $221.21万0.02%10,688 -521-4.6% -$10.78万 减仓
GSK GSK PLC SPONSORED ADR $221.35万0.02%42,227 -16,384-28.0% -$85.89万 减仓
APP APPLOVIN CORP COM CL A $222.17万0.02%4,312 2,343119.0% $120.72万 加仓
HON HONEYWELL INTL INC COM $222.34万0.02%9,930 -8,362-45.7% -$187.23万 减仓
SOXL DIREXION SHARES ETF TRUST DAI SEM BUL ETF $222.55万0.02%8,344 -5,054-37.7% -$134.80万 减仓
NOC NORTHROP GRUMMAN CORP COM $223.33万0.02%4,385 -513-10.5% -$26.13万 减仓
APLD APPLIED DIGITAL CORP COM NEW $224.97万0.02%60,314 10,60621.3% $39.56万 加仓
AMT AMERICAN TOWER CORP COM $227.22万0.02%13,891 -105-0.8% -$1.72万 减仓
VWO VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF $227.45万0.02%38,106 5,60117.2% $33.43万 加仓
WCN WASTE CONNECTIONS INC COM $230.08万0.02%13,803 -1,914-12.2% -$31.90万 减仓
USSG DBX ETF TR XTRACKERS MSCI $231.59万0.02%33,341 9593.0% $6.66万 加仓
KMI KINDER MORGAN INC DEL COM $235.82万0.02%73,764 -2,927-3.8% -$9.36万 减仓
JCI JOHNSON CONTROLS INTERNATION SHS $238.23万0.02%16,305 -992-5.7% -$14.49万 减仓
OBDC BLUE OWL CAPITAL CORPORATION COM $238.31万0.02%219,236 75,07352.1% $81.60万 加仓
ITW ILLINOIS TOOL WKS INC COM $239.69万0.02%8,862 -654-6.9% -$17.69万 减仓
ERO ERO COPPER CORP COM $245.46万0.02%91,759 43,15488.8% $115.44万 加仓
VFLO VICTORY PORTFOLIOS II SHS FR CA FL ETF $246.19万0.02%53,813 7,72316.8% $35.33万 加仓
COP CONOCOPHILLIPS COM $247.71万0.02%23,827 -3,563-13.0% -$37.04万 减仓
CRM SALESFORCE INC COM $250.39万0.02%15,983 -34,445-68.3% -$539.62万 减仓
VLO VALERO ENERGY CORP COM $250.49万0.02%9,618 -2,887-23.1% -$75.19万 减仓
DFIC DIMENSIONAL ETF TRUST INTL CORE EQUITY $256.11万0.02%68,736 -574-0.8% -$2.14万 减仓
FFIN FIRST FINL BANKSHARES INC COM $258.72万0.03%74,775 -4-0.0% -$138 减仓
SPTS SPDR SERIES TRUST ST SHO TREAS ETF $259.75万0.03%89,537 -297-0.3% -$8,616 减仓
NVS NOVARTIS AG SPONSORED ADR $259.80万0.03%16,577 4302.7% $6.74万 加仓
SYK STRYKER CORPORATION COM $263.62万0.03%8,373 -1,150-12.1% -$36.21万 减仓
SMMU PIMCO ETF TR SHTRM MUN BD ACT $264.95万0.03%52,465 4,5409.5% $22.93万 加仓