Prime Capital Investment Advisors, LLC
OVERLAND PARK KS · SEC CIK 0001731446
$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
26Q126Q2
前十大持仓 占组合比例
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 |
|---|---|---|---|---|---|---|---|---|
| AGG | ISHARES TR CORE US AGGBD ET | $3.65亿 | 4.22% | 3,679,473 | -1,225,933 | -25.0% | -$1.22亿 | 减仓 |
| VTI | VANGUARD INDEX FDS TOTAL STK MKT | $3.48亿 | 4.02% | 1,083,783 | -30,013 | -2.7% | -$962.85万 | 减仓 |
| IVV | ISHARES TR CORE S&P500 ETF | $3.05亿 | 3.53% | 466,993 | 230,806 | 97.7% | $1.51亿 | 加仓 |
| ITOT | ISHARES TR CORE S&P TTL STK | $2.30亿 | 2.66% | 1,616,418 | 68,712 | 4.4% | $978.66万 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR US LRG CAP ETF | $2.28亿 | 2.64% | 8,900,665 | -1,105,166 | -11.0% | -$2,833.65万 | 减仓 |
| AAPL | APPLE INC COM | $1.98亿 | 2.29% | 780,041 | -23,140 | -2.9% | -$587.27万 | 减仓 |
| NVDA | NVIDIA CORPORATION COM | $1.97亿 | 2.28% | 1,131,043 | 9,816 | 0.9% | $171.19万 | 加仓 |
| VGK | VANGUARD INTL EQUITY INDEX F FTSE EUROPE ETF | $1.59亿 | 1.84% | 1,927,470 | -110,724 | -5.4% | -$912.70万 | 减仓 |
| VTV | VANGUARD INDEX FDS VALUE ETF | $1.33亿 | 1.54% | 676,693 | -20,221 | -2.9% | -$396.74万 | 减仓 |
| VOO | VANGUARD INDEX FDS S&P 500 ETF SHS | $1.22亿 | 1.41% | 203,535 | -2,196 | -1.1% | -$131.22万 | 减仓 |
| MSFT | MICROSOFT CORP COM | $1.20亿 | 1.39% | 324,256 | -7,196 | -2.2% | -$266.37万 | 减仓 |
| FESM | FIDELITY COVINGTON TRUST ENHANCED SMALL | $1.18亿 | 1.37% | 3,113,064 | 2,745,327 | 746.5% | $1.04亿 | 加仓 |
| QQQ | INVESCO QQQ TR UNIT SER 1 | $1.18亿 | 1.36% | 204,402 | 2,358 | 1.2% | $136.10万 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR INTL EQTY ETF | $1.10亿 | 1.27% | 4,430,297 | -1,403,120 | -24.1% | -$3,472.72万 | 减仓 |
| AMZN | AMAZON COM INC COM | $1.07亿 | 1.24% | 513,831 | -15,500 | -2.9% | -$322.82万 | 减仓 |
| BND | VANGUARD BD INDEX FDS TOTAL BND MRKT | $1.03亿 | 1.20% | 1,403,857 | 79,661 | 6.0% | $586.62万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T TR UNIT | $1.02亿 | 1.18% | 157,531 | 11,393 | 7.8% | $740.93万 | 加仓 |
| IXUS | ISHARES TR CORE MSCI TOTAL | $1.01亿 | 1.17% | 1,163,580 | 8,383 | 0.7% | $72.63万 | 加仓 |
| DGRW | WISDOMTREE TR US QTLY DIV GRT | $9,480.10万 | 1.10% | 1,079,247 | -456,062 | -29.7% | -$4,006.05万 | 减仓 |
| VTEB | VANGUARD MUN BD FDS TAX EXEMPT BD | $9,459.81万 | 1.09% | 1,896,133 | -15,240 | -0.8% | -$76.03万 | 减仓 |
| AVLV | AMERICAN CENTY ETF TR US LARGE CAP VLU | $9,380.32万 | 1.08% | 1,163,667 | -108,334 | -8.5% | -$873.28万 | 减仓 |
| IJS | ISHARES TR SP SMCP600VL ETF | $9,179.92万 | 1.06% | 775,003 | -9,677 | -1.2% | -$114.62万 | 减仓 |
| XTEN | BONDBLOXX ETF TRUST BLOOMBERG TEN YR | $9,112.62万 | 1.05% | 1,987,051 | 519,309 | 35.4% | $2,381.55万 | 加仓 |
| QUAL | ISHARES TR MSCI USA QLT FCT | $8,812.57万 | 1.02% | 459,443 | -23,571 | -4.9% | -$452.12万 | 减仓 |
| AVGO | BROADCOM INC COM | $7,848.89万 | 0.91% | 253,591 | -11,065 | -4.2% | -$342.47万 | 减仓 |
| GOOGL | ALPHABET INC CAP STK CL A | $7,518.00万 | 0.87% | 261,441 | -9,391 | -3.5% | -$270.05万 | 减仓 |
| WMT | WALMART INC COM | $6,977.11万 | 0.81% | 561,402 | -10,095 | -1.8% | -$125.46万 | 减仓 |
| MUB | ISHARES TR NATIONAL MUN ETF | $6,855.33万 | 0.79% | 645,815 | 1,348 | 0.2% | $14.31万 | 加仓 |
| MGK | VANGUARD WORLD FD MEGA GRWTH IND | $6,799.57万 | 0.79% | 185,052 | 2,124 | 1.2% | $78.04万 | 加仓 |
| BNDX | VANGUARD CHARLOTTE FDS TOTAL INT BD ETF | $6,602.75万 | 0.76% | 1,374,142 | 92,283 | 7.2% | $443.42万 | 加仓 |
| VPL | VANGUARD INTL EQUITY INDEX F FTSE PACIFIC ETF | $6,397.41万 | 0.74% | 654,600 | -20,859 | -3.1% | -$203.86万 | 减仓 |
| SCHG | SCHWAB STRATEGIC TR US LCAP GR ETF | $6,363.02万 | 0.74% | 2,184,354 | 643,908 | 41.8% | $1,875.70万 | 加仓 |
| IEMG | ISHARES INC CORE MSCI EMKT | $6,266.16万 | 0.72% | 898,374 | 710,636 | 378.5% | $4,956.69万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL CL B NEW | $6,112.75万 | 0.71% | 127,562 | 89 | 0.1% | $4.26万 | 加仓 |
| AVEM | AMERICAN CENTY ETF TR AVANTIS EMGMKT | $6,091.85万 | 0.70% | 756,001 | 756,001 | — | $6,091.85万 | 新建仓 |
| SCHP | SCHWAB STRATEGIC TR US TIPS ETF | $6,028.52万 | 0.70% | 2,265,508 | 124,469 | 5.8% | $331.21万 | 加仓 |
| LLY | ELI LILLY & CO COM | $5,992.90万 | 0.69% | 65,157 | -5,565 | -7.9% | -$511.85万 | 减仓 |
| SCHM | SCHWAB STRATEGIC TR US MID-CAP ETF | $5,802.50万 | 0.67% | 1,874,193 | 230,181 | 14.0% | $712.64万 | 加仓 |
| IEFA | ISHARES TR CORE MSCI EAFE | $5,773.35万 | 0.67% | 637,728 | -58,623 | -8.4% | -$530.71万 | 减仓 |
| VGLT | VANGUARD SCOTTSDALE FDS LONG TERM TREAS | $5,735.93万 | 0.66% | 1,036,209 | -8,069 | -0.8% | -$44.67万 | 减仓 |
| BSV | VANGUARD BD INDEX FDS SHORT TRM BOND | $5,689.80万 | 0.66% | 725,647 | 3,239 | 0.4% | $25.40万 | 加仓 |
| EFA | ISHARES TR MSCI EAFE ETF | $5,553.36万 | 0.64% | 571,745 | -24,136 | -4.1% | -$234.43万 | 减仓 |
| GOOG | ALPHABET INC CAP STK CL C | $5,158.54万 | 0.60% | 179,828 | -31,034 | -14.7% | -$890.24万 | 减仓 |
| PSQO | PALMER SQUARE FUNDS TR CR OPPORTUNITIES | $4,894.18万 | 0.57% | 2,385,079 | 2,385,079 | — | $4,894.18万 | 新建仓 |
| AVUV | AMERICAN CENTY ETF TR US SML CP VALU | $4,852.00万 | 0.56% | 439,214 | -288,293 | -39.6% | -$3,184.77万 | 减仓 |
| — | EXXON MOBIL CORP COM | $4,778.75万 | 0.55% | 281,666 | -14,037 | -4.7% | -$238.15万 | 减仓 |
| META | META PLATFORMS INC CL A | $4,753.81万 | 0.55% | 83,090 | -1,237 | -1.5% | -$70.77万 | 减仓 |
| USRT | ISHARES TR CRE U S REIT ETF | $4,581.58万 | 0.53% | 774,046 | 767,966 | 12,631.0% | $4,545.59万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION COM | $4,556.61万 | 0.53% | 45,729 | 1 | 0.0% | $996 | 加仓 |
| PYLD | PIMCO ETF TR MULTISECTOR BD | $4,517.79万 | 0.52% | 1,724,346 | 1,724,346 | — | $4,517.79万 | 新建仓 |
| IAGG | ISHARES TR CORE INTL AGGR | $4,483.93万 | 0.52% | 896,069 | 360,471 | 67.3% | $1,803.80万 | 加仓 |
| JPIB | J P MORGAN EXCHANGE TRADED F INTL BD OPP ETF | $4,433.10万 | 0.51% | 927,039 | 819,609 | 762.9% | $3,919.37万 | 加仓 |
| JPM | JPMORGAN CHASE & CO COM | $4,250.40万 | 0.49% | 144,493 | -1,582 | -1.1% | -$46.54万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS DIV APP ETF | $4,187.18万 | 0.48% | 194,698 | 5,936 | 3.1% | $127.66万 | 加仓 |
| USHY | ISHARES TR BROAD USD HIGH | $3,987.46万 | 0.46% | 1,082,373 | 54,953 | 5.3% | $202.45万 | 加仓 |
| HD | HOME DEPOT INC COM | $3,900.89万 | 0.45% | 118,608 | -435 | -0.4% | -$14.31万 | 减仓 |
| BINC | BLACKROCK ETF TRUST II ISHARES FLEXIBLE | $3,859.66万 | 0.45% | 743,242 | 723,248 | 3,617.3% | $3,755.83万 | 加仓 |
| GEV | GE VERNOVA INC COM | $3,850.36万 | 0.45% | 44,110 | 799 | 1.8% | $69.74万 | 加仓 |
| CVX | CHEVRON CORPORATION COM | $3,567.39万 | 0.41% | 172,421 | 29,614 | 20.7% | $612.71万 | 加仓 |
| RTX | RTX CORPORATION COM | $3,517.67万 | 0.41% | 182,357 | 3,604 | 2.0% | $69.52万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC CL A | $3,317.01万 | 0.38% | 226,758 | -11,889 | -5.0% | -$173.91万 | 减仓 |
| GOVT | ISHARES TR US TREAS BD ETF | $3,245.26万 | 0.38% | 1,416,524 | -167,729 | -10.6% | -$384.27万 | 减仓 |
| TSLA | TESLA INC COM | $3,215.45万 | 0.37% | 86,495 | 2,800 | 3.3% | $104.09万 | 加仓 |
| ETN | EATON CORP PLC SHS | $3,173.92万 | 0.37% | 88,739 | 35,803 | 67.6% | $1,280.56万 | 加仓 |
| STIP | ISHARES TR 0-5 YR TIPS ETF | $3,130.25万 | 0.36% | 302,644 | 13,134 | 4.5% | $135.84万 | 加仓 |
| AVDE | AMERICAN CENTY ETF TR INTL EQT ETF | $3,107.31万 | 0.36% | 366,255 | 361,980 | 8,467.4% | $3,071.04万 | 加仓 |
| NFLX | NETFLIX INC. COM | $3,105.19万 | 0.36% | 322,952 | 42,927 | 15.3% | $412.74万 | 加仓 |
| VNQ | VANGUARD INDEX FDS REAL ESTATE ETF | $3,103.97万 | 0.36% | 349,940 | -3 | -0.0% | -$266 | 减仓 |
| BUFD | FIRST TR EXCHNG TRADED FD VI FT VEST LADDERED | $3,074.08万 | 0.36% | 1,097,887 | 1,084,588 | 8,155.4% | $3,036.85万 | 加仓 |
| IGSB | ISHARES TR ISHS 1-5YR INVS | $2,991.71万 | 0.35% | 569,198 | 14,546 | 2.6% | $76.45万 | 加仓 |
| TIP | ISHARES TR TIPS BD ETF | $2,985.39万 | 0.35% | 270,514 | 14,150 | 5.5% | $156.16万 | 加仓 |
| AGGY | WISDOMTREE TR YIELD ENHANCD US | $2,936.85万 | 0.34% | 675,916 | 675,916 | — | $2,936.85万 | 新建仓 |
| V | VISA INC COM CL A | $2,906.31万 | 0.34% | 96,159 | -1,376 | -1.4% | -$41.59万 | 减仓 |
| DFAE | DIMENSIONAL ETF TRUST EMGR CRE EQT MNG | $2,880.65万 | 0.33% | 850,754 | -10,143 | -1.2% | -$34.34万 | 减仓 |
| ABBV | ABBVIE INC COM | $2,860.00万 | 0.33% | 131,500 | 1,882 | 1.5% | $40.93万 | 加仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F EQUITY PREMIUM | $2,835.51万 | 0.33% | 500,267 | 312,018 | 165.7% | $1,768.52万 | 加仓 |
| IAU | ISHARES GOLD TR ISHARES NEW | $2,782.31万 | 0.32% | 315,598 | 3,589 | 1.2% | $31.64万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC SPONSORED ADS | $2,730.54万 | 0.32% | 80,797 | -3,761 | -4.4% | -$127.10万 | 减仓 |
| AVDV | AMERICAN CENTY ETF TR INTL SMCP VLU | $2,611.88万 | 0.30% | 261,555 | -11,771 | -4.3% | -$117.54万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC COM | $2,477.23万 | 0.29% | 121,773 | 1,460 | 1.2% | $29.70万 | 加仓 |
| PG | PROCTER & GAMBLE CO COM | $2,379.94万 | 0.28% | 164,770 | 2,178 | 1.3% | $31.46万 | 加仓 |
| SPYG | SPDR SERIES TRUST STATE STREET SPD | $2,303.82万 | 0.27% | 235,300 | 3,342 | 1.4% | $32.72万 | 加仓 |
| JNJ | JOHNSON & JOHNSON COM | $2,268.95万 | 0.26% | 92,822 | 6,015 | 6.9% | $147.03万 | 加仓 |
| MTUM | ISHARES TR MSCI USA MMENTM | $2,255.92万 | 0.26% | 94,000 | 68,817 | 273.3% | $1,651.55万 | 加仓 |
| FTEC | FIDELITY COVINGTON TRUST MSCI INFO TECH I | $2,196.50万 | 0.25% | 105,576 | 102,621 | 3,472.8% | $2,135.02万 | 加仓 |
| CAT | CATERPILLAR INC COM | $2,098.12万 | 0.24% | 29,615 | 2,271 | 8.3% | $160.89万 | 加仓 |
| IVW | ISHARES TR S&P 500 GRWT ETF | $2,076.00万 | 0.24% | 183,538 | 93,880 | 104.7% | $1,061.88万 | 加仓 |
| IWF | ISHARES TR RUS 1000 GRW ETF | $2,057.32万 | 0.24% | 48,249 | 10,320 | 27.2% | $440.04万 | 加仓 |
| SCHV | SCHWAB STRATEGIC TR US LCAP VA ETF | $2,012.10万 | 0.23% | 659,706 | -48,996 | -6.9% | -$149.44万 | 减仓 |
| AXP | AMERICAN EXPRESS CO COM | $1,981.07万 | 0.23% | 65,494 | -2,760 | -4.0% | -$83.48万 | 减仓 |
| IEUR | ISHARES TR CORE MSCI EURO | $1,896.45万 | 0.22% | 269,881 | -2,701 | -1.0% | -$18.98万 | 减仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F NASDAQ EQT PREM | $1,870.85万 | 0.22% | 336,969 | 24,602 | 7.9% | $136.59万 | 加仓 |
| BUFR | FIRST TR EXCHNG TRADED FD VI FT VEST LADDERED | $1,849.79万 | 0.21% | 547,760 | 518,700 | 1,784.9% | $1,751.65万 | 加仓 |
| VUG | VANGUARD INDEX FDS GROWTH ETF | $1,807.32万 | 0.21% | 41,377 | -898 | -2.1% | -$39.22万 | 减仓 |
| BIV | VANGUARD BD INDEX FDS INTERMED TERM | $1,799.99万 | 0.21% | 233,220 | -4,352 | -1.8% | -$33.59万 | 减仓 |
| FBND | FIDELITY MERRIMACK STR TR TOTAL BD ETF | $1,789.57万 | 0.21% | 392,277 | 176,600 | 81.9% | $805.65万 | 加仓 |
| UBER | UBER TECHNOLOGIES INC COM | $1,760.85万 | 0.20% | 244,800 | -8,718 | -3.4% | -$62.71万 | 减仓 |
| BGIG | ETF SER SOLUTIONS BAHL & GAYNOR IN | $1,753.45万 | 0.20% | 527,196 | 20,575 | 4.1% | $68.43万 | 加仓 |
| — | WISDOMTREE TR US SHT TRM CORP | $1,735.00万 | 0.20% | 357,584 | 5,378 | 1.5% | $26.09万 | 加仓 |
| TAXF | AMERICAN CENTY ETF TR DIVERSIFIED MU | $1,699.16万 | 0.20% | 339,492 | 307,402 | 957.9% | $1,538.55万 | 加仓 |