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
IEF ISHARES TR 7-10 YR TRSY BD $1,684.81万0.19%176,531 -18,654-9.6% -$178.03万 减仓
ET ENERGY TRANSFER L P COM UT LTD PTN $1,682.32万0.19%871,669 -13,908-1.6% -$26.84万 减仓
IJR ISHARES TR CORE S&P SCP ETF $1,672.27万0.19%134,524 -1,121-0.8% -$13.94万 减仓
— DIMENSIONAL ETF TRUST US CORE EQUITY 2 $1,632.97万0.19%420,219 -3,964-0.9% -$15.40万 减仓
TMO THERMO FISHER SCIENTIFIC INC COM $1,621.78万0.19%32,995 -979-2.9% -$48.12万 减仓
FDVV FIDELITY COVINGTON TRUST HIGH DIVID ETF $1,603.36万0.19%290,253 -8,870-3.0% -$49.00万 减仓
RDVI FIRST TR EXCHANGE-TRADED FD FT VEST RIS $1,589.18万0.18%621,989 9,7521.6% $24.92万 加仓
HWM HOWMET AEROSPACE INC COM $1,566.33万0.18%67,965 -1,438-2.1% -$33.14万 减仓
SUB ISHARES TR SHRT NAT MUN ETF $1,565.69万0.18%147,013 3360.2% $3.58万 加仓
MAR MARRIOTT INTL INC NEW CL A $1,532.65万0.18%46,860 16,06352.2% $525.37万 加仓
GE GE AEROSPACE COM NEW $1,514.60万0.18%53,374 -265-0.5% -$7.52万 减仓
UNP UNION PAC CORP COM $1,470.29万0.17%60,601 -7,089-10.5% -$171.99万 减仓
MA MASTERCARD INCORPORATED CL A $1,462.20万0.17%29,264 -391-1.3% -$19.54万 减仓
JMST J P MORGAN EXCHANGE TRADED F ULTRA SHT MUNCPL $1,457.22万0.17%285,841 285,841— $1,457.22万 新建仓
ANET ARISTA NETWORKS INC COM SHS $1,419.45万0.16%115,609 9,5659.0% $117.44万 加仓
SCHA SCHWAB STRATEGIC TR US SML CAP ETF $1,418.03万0.16%487,631 -10,950-2.2% -$31.84万 减仓
PANW PALO ALTO NETWORKS INC COM $1,414.43万0.16%88,226 -4,165-4.5% -$66.77万 减仓
FLRN SPDR SERIES TRUST STATE STREET SPD $1,383.26万0.16%449,402 12,5982.9% $38.78万 加仓
XLK SELECT SECTOR SPDR TR STATE STREET TEC $1,350.07万0.16%101,585 -951-0.9% -$12.64万 减仓
HEFA ISHARES TR HDG MSCI EAFE $1,325.09万0.15%311,823 -15,783-4.8% -$67.07万 减仓
MCD MCDONALDS CORP COM $1,301.45万0.15%41,876 -1,008-2.4% -$31.33万 减仓
IWY ISHARES TR RUS TP200 GR ETF $1,272.33万0.15%51,130 2,9186.1% $72.61万 加仓
IWR ISHARES TR RUS MID CAP ETF $1,272.16万0.15%130,840 21,56519.7% $209.68万 加仓
ABT ABBOTT LABORATORIES COM $1,207.09万0.14%117,570 -1,128-1.0% -$11.58万 减仓
RKLB ROCKET LAB CORP COM $1,199.38万0.14%186,761 -2,714-1.4% -$17.43万 减仓
CAIE CALAMOS ETF TR AUTOCALLABLE INC $1,185.87万0.14%471,706 280,509146.7% $705.20万 加仓
VXUS VANGUARD STAR FDS VG TL INTL STK F $1,184.78万0.14%153,648 2,4891.6% $19.19万 加仓
ILCG ISHARES TR MORNINGSTAR GRWT $1,166.30万0.13%122,151 5,2544.5% $50.17万 加仓
AMLP ALPS ETF TR ALERIAN MLP $1,161.98万0.13%220,740 -2,907-1.3% -$15.30万 减仓
PEP PEPSICO INC COM $1,152.78万0.13%74,234 1,3801.9% $21.43万 加仓
ORLY OREILLY AUTOMOTIVE INC COM $1,138.72万0.13%123,358 4750.4% $4.38万 加仓
STX SEAGATE TECHNOLOGY HLDNGS PL ORD SHS $1,137.76万0.13%29,042 -4,167-12.5% -$163.25万 减仓
GLD SPDR GOLD TR GOLD SHS $1,115.19万0.13%25,917 -1,231-4.5% -$52.97万 减仓
SPGI S&P GLOBAL INC COM $1,114.11万0.13%26,193 -3,155-10.8% -$134.20万 减仓
JNK SPDR SERIES TRUST STATE STREET SPD $1,077.09万0.12%112,525 -1,126-1.0% -$10.78万 减仓
REGN REGENERON PHARMACEUTICALS COM $1,075.20万0.12%13,916 1,1338.9% $87.54万 加仓
NOW SERVICENOW INC COM $1,069.36万0.12%102,282 20,40224.9% $213.30万 加仓
JPST J P MORGAN EXCHANGE TRADED F ULTRA SHRT ETF $1,064.60万0.12%210,354 -36,203-14.7% -$183.22万 减仓
KO COCA COLA CO COM $1,060.75万0.12%139,481 -6,649-4.6% -$50.57万 减仓
IJH ISHARES TR CORE S&P MCP ETF $1,050.13万0.12%155,506 5,5803.7% $37.68万 加仓
IGIB ISHARES TR ISHS 5-10YR INVT $1,047.16万0.12%196,760 -12,748-6.1% -$67.84万 减仓
GRID FIRST TR EXCHANGE-TRADED FD NASDQ CLN EDGE $1,046.08万0.12%63,949 39,396160.5% $644.44万 加仓
SHV ISHARES TR TRUST ISHARE 0-1 $1,038.10万0.12%94,040 72,090328.4% $795.80万 加仓
VEA VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT $1,018.52万0.12%158,945 14,70010.2% $94.20万 加仓
CLOA BLACKROCK ETF TRUST II ISHARES AAA CLO $1,014.66万0.12%195,748 166,369566.3% $862.37万 加仓
BAC BANK AMERICA CORP COM $1,008.22万0.12%206,814 -14,955-6.7% -$72.91万 减仓
SHM SPDR SERIES TRUST STATE STREET SPD $997.00万0.12%208,447 -14,172-6.4% -$67.78万 减仓
SCHB SCHWAB STRATEGIC TR US BRD MKT ETF $989.92万0.11%394,390 -11,783-2.9% -$29.58万 减仓
SCHE SCHWAB STRATEGIC TR EMRG MKTEQ ETF $988.71万0.11%300,063 -24,288-7.5% -$80.03万 减仓
SMIG ETF SER SOLUTIONS BAHL GAYNOR SML $988.03万0.11%336,636 17,0155.3% $49.94万 加仓
HOOD ROBINHOOD MKTS INC COM CL A $973.01万0.11%140,405 22,53419.1% $156.16万 加仓
MU MICRON TECHNOLOGY INC COM $967.44万0.11%28,636 1,3344.9% $45.07万 加仓
IBM INTERNATIONAL BUSINESS MACHS COM $965.76万0.11%39,843 1180.3% $2.86万 加仓
PPH VANECK ETF TRUST PHARMACEUTCL ETF $965.22万0.11%92,917 -1,206-1.3% -$12.53万 减仓
XLU SELECT SECTOR SPDR TR STATE STREET UTI $955.72万0.11%208,262 -2,454-1.2% -$11.26万 减仓
GS GOLDMAN SACHS GROUP INC COM $952.78万0.11%11,262 -1,497-11.7% -$126.65万 减仓
XLP SELECT SECTOR SPDR TR STATE STREET CON $947.15万0.11%115,534 -1,039-0.9% -$8.52万 减仓
CRM SALESFORCE INC COM $941.33万0.11%50,428 3,2937.0% $61.47万 加仓
DUK DUKE ENERGY CORP NEW COM NEW $929.68万0.11%71,001 36,222104.1% $474.29万 加仓
IQDG WISDOMTREE TR INTL QULTY DIV $902.43万0.10%224,821 3180.1% $1.28万 加仓
TJX TJX COS INC NEW COM $901.69万0.10%56,462 -4,595-7.5% -$73.38万 减仓
IYW ISHARES TR U.S. TECH ETF $888.81万0.10%48,992 2,0044.3% $36.36万 加仓
LRCX LAM RESEARCH CORP COM NEW $876.34万0.10%41,016 -3,163-7.2% -$67.58万 减仓
DBEF DBX ETF TR XTRACK MSCI EAFE $872.27万0.10%176,574 -6,238-3.4% -$30.82万 减仓
ACIO ETF SER SOLUTIONS APTUS COLLRD INV $860.41万0.10%205,054 36,40921.6% $152.77万 加仓
RWL INVESCO EXCH TRADED FD TR II S&P 500 REVENUE $845.70万0.10%73,596 2,9484.2% $33.88万 加仓
ORCL ORACLE CORP COM $830.28万0.10%56,439 2540.5% $3.74万 加仓
DYNF BLACKROCK ETF TRUST ISHARES US EQUIT $821.90万0.10%141,268 136,0142,588.8% $791.33万 加仓
SPYM SPDR SERIES TRUST STATE STREET SPD $790.77万0.09%103,314 20,85625.3% $159.63万 加仓
NEE NEXTERA ENERGY INC COM $785.70万0.09%84,593 1,8632.3% $17.30万 加仓
HIMU BLACKROCK ETF TRUST II ISHARES HIGH YIE $783.67万0.09%163,332 163,332— $783.67万 新建仓
CGDV CAPITAL GROUP DIVIDEND VALUE SHS CREATION UNI $782.30万0.09%183,897 26,87617.1% $114.33万 加仓
DE DEERE & CO COM $761.41万0.09%13,517 -247-1.8% -$13.91万 减仓
VO VANGUARD INDEX FDS MID CAP ETF $731.42万0.08%25,469 -313-1.2% -$8.99万 减仓
ASML ASML HLDG NV N Y REGISTRY SHS $725.18万0.08%5,490 -1,145-17.3% -$151.24万 减仓
SNPS SYNOPSYS INC COM $724.89万0.08%18,283 -9,153-33.4% -$362.90万 减仓
UNH UNITEDHEALTH GROUP INC COM $721.98万0.08%26,682 -1,928-6.7% -$52.17万 减仓
LNG CHENIERE ENERGY INC COM NEW $716.73万0.08%25,258 1,6296.9% $46.23万 加仓
ROK ROCKWELL AUTOMATION INC COM $714.80万0.08%19,918 4282.2% $15.36万 加仓
VYM VANGUARD WHITEHALL FDS HIGH DIV YLD $707.84万0.08%47,794 -1,211-2.5% -$17.94万 减仓
KFY KORN FERRY COM NEW $706.85万0.08%112,287 90.0% $567 加仓
DVY ISHARES TR SELECT DIVID ETF $701.21万0.08%46,312 1,2222.7% $18.50万 加仓
DRSK ETF SER SOLUTIONS APTUS DEFINED $700.07万0.08%256,154 35,94316.3% $98.23万 加仓
BA BOEING CO COM $697.89万0.08%35,065 3,63511.6% $72.35万 加仓
USFR WISDOMTREE TR FLOATNG RAT TREA $697.52万0.08%138,562 138,562— $697.52万 新建仓
LMT LOCKHEED MARTIN CORP COM $689.76万0.08%11,412 -395-3.3% -$23.87万 减仓
IWM ISHARES TR RUSSELL 2000 ETF $689.03万0.08%27,783 -184-0.7% -$4.56万 减仓
PNC PNC FINL SVCS GROUP INC COM $684.78万0.08%32,908 5801.8% $12.07万 加仓
NUKZ EXCHANGE TRADED CONCEPTS TRU RANGE NUCLEAR RE $677.40万0.08%102,995 102,995— $677.40万 新建仓
SCHC SCHWAB STRATEGIC TR INTL SCEQT ETF $663.67万0.08%141,991 -375-0.3% -$1.75万 减仓
VXF VANGUARD INDEX FDS EXTEND MKT ETF $660.79万0.08%32,108 1,2173.9% $25.05万 加仓
DUSB DIMENSIONAL ETF TRUST ULTRASHORT FIXED $656.09万0.08%129,381 122,3121,730.3% $620.24万 加仓
CDX SIMPLIFY EXCHANGE TRADED FUN HIGH YIELD ETF $651.81万0.08%305,439 16,1075.6% $34.37万 加仓
AKRE PROFESIONALLY MANAGED PORTFO AKRE FOCUS ETF $642.61万0.07%121,591 -5,581-4.4% -$29.50万 减仓
PKW INVESCO EXCHANGE TRADED FD T BUYBACK ACHIEV $634.98万0.07%48,380 1,4333.1% $18.81万 加仓
MPC MARATHON PETE CORP COM $626.22万0.07%25,646 -188-0.7% -$4.59万 减仓
LOW LOWES COS INC COM $621.34万0.07%26,297 8,98851.9% $212.37万 加仓
AMGN AMGEN INC COM $616.53万0.07%17,523 -1,795-9.3% -$63.16万 减仓
SBAR SIMPLIFY EXCHANGE TRADED FUN BARRIER INCOME $606.84万0.07%247,287 247,287— $606.84万 新建仓
VGT VANGUARD WORLD FD INF TECH ETF $606.23万0.07%8,689 -501-5.5% -$34.95万 减仓