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
BGIG ETF SER SOLUTIONS BAHL GA GROW ETF $1,874.00万0.18%522,151 -5,045-1.0% -$18.11万 减仓
— DIMENSIONAL ETF TRUST US COR EQU 2 ETF $1,865.37万0.18%420,508 2890.1% $1.28万 加仓
XLK SELECT SECTOR SPDR TR ST STR TECHN ETF $1,835.98万0.18%96,367 -5,218-5.1% -$99.41万 减仓
HWM HOWMET AEROSPACE INC COM $1,822.33万0.18%67,780 -185-0.3% -$4.97万 减仓
TAXF AMERICAN CENTY ETF TR DIVERSIFIED MU $1,784.33万0.17%351,005 11,5133.4% $58.53万 加仓
MAR MARRIOTT INTL INC NEW CL A $1,776.64万0.17%47,941 1,0812.3% $40.06万 加仓
SCHA SCHWAB STRATEGIC TR US SML CAP ETF $1,731.71万0.17%479,299 -8,332-1.7% -$30.10万 减仓
— WISDOMTREE TR US SHT TRM CORP $1,728.32万0.17%357,636 520.0% $2,513 加仓
RKLB ROCKET LAB CORP COM $1,694.39万0.16%166,688 -20,073-10.7% -$204.04万 减仓
FDVV FIDELITY COVINGTON TRUST HIGH DIVID ETF $1,690.87万0.16%280,456 -9,797-3.4% -$59.07万 减仓
JEPQ J P MORGAN EXCHANGE TRADED F NASDAQ EQT PREM $1,678.65万0.16%273,129 -63,840-18.9% -$392.36万 减仓
CAIE CALAMOS ETF TR AUTOC INCOM ETF $1,659.53万0.16%609,896 138,19029.3% $376.02万 加仓
ET ENERGY TRANSFER L P COM UT LTD PTN $1,652.28万0.16%864,161 -7,508-0.9% -$14.36万 减仓
MA MASTERCARD INCORPORATED CL A $1,630.61万0.16%31,749 2,4858.5% $127.63万 加仓
SUB ISHARES TR SHRT NAT MUN ETF $1,603.06万0.16%150,565 3,5522.4% $37.82万 加仓
ANET ARISTA NETWORKS INC COM SHS $1,578.08万0.15%92,894 -22,715-19.6% -$385.88万 减仓
HOOD ROBINHOOD MKTS INC COM CL A $1,527.34万0.15%152,308 11,9038.5% $119.36万 加仓
PG PROCTER & GAMBLE CO COM $1,518.87万0.15%103,578 -61,192-37.1% -$897.32万 减仓
IWR ISHARES TR RUS MID CAP ETF $1,505.39万0.15%136,456 5,6164.3% $61.96万 加仓
IWY ISHARES TR RUS TP200 GR ETF $1,498.80万0.15%51,573 4430.9% $12.87万 加仓
JMST J P MORGAN EXCHANGE TRADED F ULTRA SHT MUNCPL $1,475.40万0.14%289,295 3,4541.2% $17.62万 加仓
ILCG ISHARES TR MORNINGSTAR GRWT $1,471.52万0.14%125,749 3,5982.9% $42.10万 加仓
SMIG ETF SER SOLUTIONS BAHL GAYNOR SML $1,466.03万0.14%446,824 110,18832.7% $361.53万 加仓
GRID FIRST TR EXCHANGE-TRADED FD NASDQ CLN EDGE $1,447.21万0.14%75,474 11,52518.0% $220.99万 加仓
IQDG WISDOMTREE TR INTL QULTY DIV $1,396.61万0.14%324,190 99,36944.2% $428.08万 加仓
INTC INTEL CORP COM $1,394.40万0.14%99,864 2,5892.7% $36.15万 加仓
FLRN SPDR SERIES TRUST ST STR RATE ETF $1,348.20万0.13%437,018 -12,384-2.8% -$38.20万 减仓
FENI FIDELITY COVINGTON TRUST ENHANCED INTL $1,271.27万0.12%316,789 303,7112,322.3% $1,218.79万 加仓
ACYN FIRST TR EXCHANGE-TRADED FD VEST LADDERED $1,268.67万0.12%610,231 610,231— $1,268.67万 新建仓
RDVI FIRST TR EXCHANGE-TRADED FD FT VEST RIS $1,245.99万0.12%423,807 -198,182-31.9% -$582.65万 减仓
VEA VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT $1,244.54万0.12%174,673 15,7289.9% $112.06万 加仓
IEF ISHARES TR 7-10 YR TRSY BD $1,236.75万0.12%130,776 -45,755-25.9% -$432.71万 减仓
IVW ISHARES TR S&P 500 GRWT ETF $1,216.15万0.12%88,428 -95,110-51.8% -$1,308.04万 减仓
BAC BANK OF AMER CORP COM $1,206.23万0.12%211,693 4,8792.4% $27.80万 加仓
IYW ISHARES TR U.S. TECH ETF $1,205.70万0.12%47,802 -1,190-2.4% -$30.02万 减仓
TMO THERMO FISHER SCIENTIFIC INC COM $1,193.94万0.12%23,814 -9,181-27.8% -$460.30万 减仓
ACIO ETF SER SOLUTIONS APTUS COLLRD INV $1,153.76万0.11%250,056 45,00221.9% $207.64万 加仓
SCHB SCHWAB STRATEGIC TR US BRD MKT ETF $1,137.37万0.11%392,740 -1,650-0.4% -$4.78万 减仓
ASML ASML HLDG NV N Y REGISTRY SHS $1,117.08万0.11%5,615 1252.3% $24.87万 加仓
AMAT APPLIED MATLS INC COM $1,113.54万0.11%15,402 -133-0.9% -$9.62万 减仓
KO COCA COLA CO COM $1,112.27万0.11%136,861 -2,620-1.9% -$21.29万 减仓
GS GOLDMAN SACHS GROUP INC COM $1,109.68万0.11%10,972 -290-2.6% -$29.33万 减仓
AMLP ALPS ETF TR ALERIAN MLP $1,100.00万0.11%212,150 -8,590-3.9% -$44.54万 减仓
CLOA BLACKROCK ETF TRUST II ISHARES AAA CLO $1,089.41万0.11%209,865 14,1177.2% $73.28万 加仓
JPST J P MORGAN EXCHANGE TRADED F ULTRA SHRT ETF $1,083.56万0.11%214,270 3,9161.9% $19.80万 加仓
SPYM SPDR SERIES TRUST ST STR P500ETF $1,070.88万0.10%121,857 18,54317.9% $162.96万 加仓
SCHE SCHWAB STRATEGIC TR EMRG MKTEQ ETF $1,070.44万0.10%295,212 -4,851-1.6% -$17.59万 减仓
ITA ISHARES TR US AER DEF ETF $1,063.96万0.10%43,889 22,459104.8% $544.45万 加仓
MCD MCDONALDS CORP COM $1,057.98万0.10%39,139 -2,737-6.5% -$73.98万 减仓
ORLY OREILLY AUTOMOTIVE INC COM $1,049.35万0.10%113,948 -9,410-7.6% -$86.66万 减仓
REGN REGENERON PHARMACEUTICALS COM $1,033.34万0.10%16,572 2,65619.1% $165.61万 加仓
IBM INTERNATIONAL BUSINESS MACHS COM $1,028.19万0.10%36,563 -3,280-8.2% -$92.24万 减仓
UBER UBER TECHNOLOGIES INC COM $1,015.45万0.10%140,723 -104,077-42.5% -$751.02万 减仓
CRWD CROWDSTRIKE HLDGS INC CL A $1,014.98万0.10%13,300 -4-0.0% -$3,053 减仓
PEP PEPSICO INC COM $1,012.20万0.10%74,756 5220.7% $7.07万 加仓
UNH UNITEDHEALTH GROUP INC COM $988.06万0.10%23,773 -2,909-10.9% -$120.91万 减仓
ROK ROCKWELL AUTOMATION INC COM $986.88万0.10%19,934 160.1% $7,921 加仓
QQQM INVESCO EXCH TRADED FD TR II NASDAQ 100 ETF $986.76万0.10%32,570 17,878121.7% $541.64万 加仓
USFR WISDOMTREE TR FLOATNG RAT TREA $970.58万0.09%192,766 54,20439.1% $272.92万 加仓
HEFA ISHARES TR HDG MSCI EAFE $962.60万0.09%205,135 -106,688-34.2% -$500.63万 减仓
SPCX SPACE EXPLORATION TECHN CORP CLASS A COM STK $958.64万0.09%56,107 56,107— $958.64万 新建仓
SHM SPDR SERIES TRUST ST NUVE TERM ETF $950.18万0.09%198,099 -10,348-5.0% -$49.63万 减仓
CGDV CAPITAL GROUP DIVIDEND VALUE SHS CREAT UNIT $939.32万0.09%190,608 6,7113.6% $33.07万 加仓
XLE SELECT SECTOR SPDR TR ST STR ENERG ETF $930.73万0.09%175,246 84,70993.6% $449.89万 加仓
DYNF BLACKROCK ETF TRUST ISHARES US EQUIT $927.80万0.09%136,422 -4,846-3.4% -$32.96万 减仓
DRSK ETF SER SOLUTIONS APTUS DEFINED $920.88万0.09%320,306 64,15225.0% $184.44万 加仓
RWL INVESCO EXCH TRADED FD TR II S&P 500 REVENUE $919.62万0.09%71,980 -1,616-2.2% -$20.65万 减仓
XOVR ENTREPRENEURSHARES SERIES TR ERSH PRI PUB ETF $909.05万0.09%431,852 431,852— $909.05万 新建仓
SHV ISHARES TR TRUST ISHARE 0-1 $876.62万0.08%79,440 -14,600-15.5% -$161.11万 减仓
DE DEERE & CO COM $872.43万0.08%13,754 2371.8% $15.03万 加仓
TJX TJX COS INC NEW COM $862.79万0.08%56,950 4880.9% $7.39万 加仓
IWM ISHARES TR RUSSELL 2000 ETF $862.63万0.08%28,711 9283.3% $27.88万 加仓
DUK DUKE ENERGY CORP NEW COM NEW $849.30万0.08%67,096 -3,905-5.5% -$49.43万 减仓
SNDK SANDISK CORP COM $840.88万0.08%3,698 1,69985.0% $386.33万 加仓
CSCO CISCO SYS INC COM $837.14万0.08%71,271 -516-0.7% -$6.06万 减仓
HIMU BLACKROCK ETF TRUST II ISH HIG MUN ETF $832.50万0.08%167,169 3,8372.3% $19.11万 加仓
PNC PNC FINL SVCS GROUP INC COM $830.31万0.08%33,722 8142.5% $20.04万 加仓
VO VANGUARD INDEX FDS MID CAP ETF $810.59万0.08%100,607 -1,269-1.2% -$10.22万 减仓
DELL DELL TECHNOLOGIES INC CL C $804.68万0.08%18,650 -3,171-14.5% -$136.82万 减仓
NOW SERVICENOW INC COM $801.98万0.08%80,780 -21,502-21.0% -$213.47万 减仓
ORCL ORACLE CORP COM $794.12万0.08%54,187 -2,252-4.0% -$33.00万 减仓
VGT VANGUARD WORLD FD INF TECH ETF $782.49万0.08%65,470 -4,042-5.8% -$48.31万 减仓
LIN LINDE PLC SHS $770.08万0.07%14,839 11,200307.8% $581.23万 加仓
NUKZ EXCHANGE TRADED CONCEPTS TRU RANG NUCL RE ETF $762.69万0.07%111,897 8,9028.6% $60.68万 加仓
VXF VANGUARD INDEX FDS EXTEND MKT ETF $752.82万0.07%30,576 -1,532-4.8% -$37.72万 减仓
GLD SPDR GOLD TR GOLD SHS $750.40万0.07%20,370 -5,547-21.4% -$204.34万 减仓
KFY KORN FERRY COM NEW $750.33万0.07%112,696 4090.4% $2.72万 加仓
VYM VANGUARD WHITEHALL FDS HIGH DIV YLD $749.58万0.07%47,433 -361-0.8% -$5.70万 减仓
SPGI S&P GLOBAL INC COM $743.40万0.07%18,254 -7,939-30.3% -$323.32万 减仓
DBEF DBX ETF TR XTRACK MSCI EAFE $731.61万0.07%133,921 -42,653-24.2% -$233.01万 减仓
DVY ISHARES TR SELECT DIVID ETF $726.16万0.07%46,459 1470.3% $2.30万 加仓
CEG CONSTELLATION ENERGY CORP COM $725.81万0.07%29,223 17,198143.0% $427.15万 加仓
IGIB ISHARES TR ISHS 5-10YR INVT $719.00万0.07%135,227 -61,533-31.3% -$327.17万 减仓
CMI CUMMINS INC COM $718.84万0.07%10,079 6086.4% $43.36万 加仓
SNPS SYNOPSYS INC COM $701.06万0.07%15,716 -2,567-14.0% -$114.51万 减仓
MS MORGAN STANLEY COM NEW $699.11万0.07%33,444 1,4084.4% $29.43万 加仓
ISRG INTUITIVE SURGICAL INC COM NEW $698.02万0.07%17,552 10,238140.0% $407.15万 加仓
MBB ISHARES TR MBS ETF $692.12万0.07%73,225 9,52014.9% $89.98万 加仓
BA BOEING CO COM $690.29万0.07%31,889 -3,176-9.1% -$68.75万 减仓
IWD ISHARES TR RUS 1000 VAL ETF $683.81万0.07%28,206 800.3% $1.94万 加仓