Prime Capital Investment Advisors, LLC
OVERLAND PARK KS · SEC CIK 0001731446
$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
26Q126Q2
前十大持仓 占组合比例
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 |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR CORE S&P500 ETF | $7.08亿 | 6.87% | 945,895 | 478,902 | 102.6% | $3.59亿 | 加仓 |
| VTI | VANGUARD INDEX FDS TOTAL STK MKT | $3.94亿 | 3.82% | 1,064,003 | -19,780 | -1.8% | -$731.94万 | 减仓 |
| AGG | ISHARES TR CORE US AGGBD ET | $3.76亿 | 3.64% | 3,796,233 | 116,760 | 3.2% | $1,155.69万 | 加仓 |
| IEFA | ISHARES TR CORE MSCI EAFE | $2.68亿 | 2.59% | 2,770,947 | 2,133,219 | 334.5% | $2.06亿 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR US LRG CAP ETF | $2.56亿 | 2.48% | 8,704,919 | -195,746 | -2.2% | -$576.08万 | 减仓 |
| ITOT | ISHARES TR CORE S&P TTL STK | $2.49亿 | 2.42% | 1,517,244 | -99,174 | -6.1% | -$1,629.13万 | 减仓 |
| NVDA | NVIDIA CORPORATION COM | $2.27亿 | 2.20% | 1,133,586 | 2,543 | 0.2% | $50.88万 | 加仓 |
| AVUS | AMERICAN CENTY ETF TR EMERGING | $2.26亿 | 2.19% | 1,763,123 | 1,763,123 | — | $2.26亿 | 新建仓 |
| AAPL | APPLE INC COM | $2.22亿 | 2.15% | 766,662 | -13,379 | -1.7% | -$387.13万 | 减仓 |
| XTEN | BONDBLOXX ETF TRUST BLOOMBERG TEN YR | $1.89亿 | 1.83% | 4,136,120 | 2,149,069 | 108.2% | $9,795.46万 | 加仓 |
| VGK | VANGUARD INTL EQUITY INDEX F FTSE EUROPE ETF | $1.67亿 | 1.62% | 1,888,476 | -38,994 | -2.0% | -$345.25万 | 减仓 |
| QQQ | INVESCO QQQ TR UNIT SER 1 | $1.48亿 | 1.43% | 200,376 | -4,026 | -2.0% | -$296.48万 | 减仓 |
| VTV | VANGUARD INDEX FDS VALUE ETF | $1.44亿 | 1.40% | 661,224 | -15,469 | -2.3% | -$337.12万 | 减仓 |
| FESM | FIDELITY COVINGTON TRUST ENHANCED SML CAP | $1.40亿 | 1.35% | 2,890,540 | -222,524 | -7.1% | -$1,074.57万 | 减仓 |
| IXUS | ISHARES TR CORE MSCI TOTAL | $1.34亿 | 1.30% | 1,404,457 | 240,877 | 20.7% | $2,298.93万 | 加仓 |
| VOO | VANGUARD INDEX FDS S&P 500 ETF SHS | $1.28亿 | 1.24% | 185,817 | -17,718 | -8.7% | -$1,216.89万 | 减仓 |
| MSFT | MICROSOFT CORP COM | $1.23亿 | 1.19% | 330,356 | 6,100 | 1.9% | $227.54万 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR INTL EQTY ETF | $1.20亿 | 1.16% | 4,325,445 | -104,852 | -2.4% | -$290.44万 | 减仓 |
| AMZN | AMAZON COM INC COM | $1.19亿 | 1.16% | 500,000 | -13,831 | -2.7% | -$329.65万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T TR UNIT | $1.13亿 | 1.10% | 151,678 | -5,853 | -3.7% | -$437.08万 | 减仓 |
| BND | VANGUARD BD INDEX FDS TOTAL BND MRKT | $1.06亿 | 1.03% | 1,443,141 | 39,284 | 2.8% | $288.38万 | 加仓 |
| IJS | ISHARES TR SP SMCP600VL ETF | $1.03亿 | 1.00% | 756,315 | -18,688 | -2.4% | -$255.43万 | 减仓 |
| AVGO | BROADCOM INC COM | $9,900.35万 | 0.96% | 262,087 | 8,496 | 3.4% | $320.94万 | 加仓 |
| VTEB | VANGUARD MUN BD FDS TAX EXEMPT BD | $9,871.19万 | 0.96% | 1,951,599 | 55,466 | 2.9% | $280.55万 | 加仓 |
| QUAL | ISHARES TR MSCI USA QLT FCT | $9,592.21万 | 0.93% | 437,142 | -22,301 | -4.9% | -$489.35万 | 减仓 |
| GOOGL | ALPHABET INC CAP STK CL A | $9,190.10万 | 0.89% | 257,159 | -4,282 | -1.6% | -$153.03万 | 减仓 |
| IUSB | ISHARES TR CORE UNIVRSL USD | $7,651.31万 | 0.74% | 1,657,922 | 1,619,144 | 4,175.4% | $7,472.35万 | 加仓 |
| LLY | ELI LILLY & CO COM | $7,574.61万 | 0.73% | 63,152 | -2,005 | -3.1% | -$240.48万 | 减仓 |
| VPL | VANGUARD INTL EQUITY INDEX F FTSE PACIFIC ETF | $7,349.63万 | 0.71% | 635,287 | -19,313 | -3.0% | -$223.43万 | 减仓 |
| IEMG | ISHARES INC CORE MSCI EMKT | $7,312.92万 | 0.71% | 882,776 | -15,598 | -1.7% | -$129.21万 | 减仓 |
| IJH | ISHARES TR CORE S&P MCP ETF | $7,290.63万 | 0.71% | 945,484 | 789,978 | 508.0% | $6,091.52万 | 加仓 |
| AVEM | AMERICAN CENTY ETF TR AVANTIS EMGMKT | $7,243.76万 | 0.70% | 750,726 | -5,275 | -0.7% | -$50.90万 | 减仓 |
| SCHG | SCHWAB STRATEGIC TR US LCAP GR ETF | $7,203.40万 | 0.70% | 2,128,665 | -55,689 | -2.5% | -$188.45万 | 减仓 |
| MUB | ISHARES TR NATIONAL MUN ETF | $6,928.22万 | 0.67% | 643,767 | -2,048 | -0.3% | -$22.04万 | 减仓 |
| BNDX | VANGUARD CHARLOTTE FDS TOTAL INT BD ETF | $6,894.89万 | 0.67% | 1,423,682 | 49,540 | 3.6% | $239.92万 | 加仓 |
| GOOG | ALPHABET INC CAP STK CL C | $6,786.79万 | 0.66% | 192,081 | 12,253 | 6.8% | $432.93万 | 加仓 |
| SCHM | SCHWAB STRATEGIC TR US MID-CAP ETF | $6,750.83万 | 0.65% | 1,830,982 | -43,211 | -2.3% | -$159.32万 | 减仓 |
| WMT | WALMART INC COM | $6,371.65万 | 0.62% | 562,568 | 1,166 | 0.2% | $13.21万 | 加仓 |
| SCHP | SCHWAB STRATEGIC TR US TIPS ETF | $6,156.85万 | 0.60% | 2,323,341 | 57,833 | 2.6% | $153.26万 | 加仓 |
| EFA | ISHARES TR MSCI EAFE ETF | $6,108.71万 | 0.59% | 588,054 | 16,309 | 2.9% | $169.42万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC COM | $6,096.31万 | 0.59% | 104,944 | -16,829 | -13.8% | -$977.61万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL CL B NEW | $5,708.41万 | 0.55% | 114,079 | -13,483 | -10.6% | -$674.68万 | 减仓 |
| IAGG | ISHARES TR CORE INTL AGGR | $5,509.09万 | 0.53% | 1,088,753 | 192,684 | 21.5% | $974.98万 | 加仓 |
| AVUV | AMERICAN CENTY ETF TR US SML CP VALU | $5,446.92万 | 0.53% | 436,592 | -2,622 | -0.6% | -$32.71万 | 减仓 |
| GEV | GE VERNOVA INC COM | $5,273.83万 | 0.51% | 44,889 | 779 | 1.8% | $91.52万 | 加仓 |
| USRT | ISHARES TR CRE U S REIT ETF | $5,138.11万 | 0.50% | 773,229 | -817 | -0.1% | -$5.43万 | 减仓 |
| MU | MICRON TECHNOLOGY INC COM | $4,987.55万 | 0.48% | 43,209 | 14,573 | 50.9% | $1,682.14万 | 加仓 |
| JPM | JPMORGAN CHASE & CO COM | $4,946.91万 | 0.48% | 151,129 | 6,636 | 4.6% | $217.22万 | 加仓 |
| PSQO | PALMER SQUARE FUNDS TR CR OPPOR ETF | $4,946.84万 | 0.48% | 2,393,248 | 8,169 | 0.3% | $16.89万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS DIV APP ETF | $4,639.68万 | 0.45% | 196,082 | 1,384 | 0.7% | $32.75万 | 加仓 |
| PYLD | PIMCO ETF TR MULTISECTOR BD | $4,594.81万 | 0.45% | 1,732,584 | 8,238 | 0.5% | $21.85万 | 加仓 |
| META | META PLATFORMS INC CL A | $4,560.61万 | 0.44% | 80,964 | -2,126 | -2.6% | -$119.76万 | 减仓 |
| JPIB | J P MORGAN EXCHANGE TRADED F INTL BD OPP ETF | $4,471.15万 | 0.43% | 924,746 | -2,293 | -0.2% | -$11.09万 | 减仓 |
| BSV | VANGUARD BD INDEX FDS SHORT TRM BOND | $4,299.54万 | 0.42% | 551,860 | -173,787 | -23.9% | -$1,353.98万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION COM | $4,183.24万 | 0.41% | 44,718 | -1,011 | -2.2% | -$94.58万 | 减仓 |
| AVDE | AMERICAN CENTY ETF TR INTL EQT ETF | $4,140.65万 | 0.40% | 464,198 | 97,943 | 26.7% | $873.65万 | 加仓 |
| USHY | ISHARES TR BROAD USD HIGH | $4,128.72万 | 0.40% | 1,115,267 | 32,894 | 3.0% | $121.77万 | 加仓 |
| RTX | RTX CORPORATION COM | $4,103.36万 | 0.40% | 216,274 | 33,917 | 18.6% | $643.51万 | 加仓 |
| TSLA | TESLA INC COM | $4,102.28万 | 0.40% | 97,534 | 11,039 | 12.8% | $464.30万 | 加仓 |
| BINC | BLACKROCK ETF TRUST II ISHA FLEX IN ETF | $3,893.92万 | 0.38% | 743,967 | 725 | 0.1% | $3.79万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC SPONSORED ADS | $3,877.76万 | 0.38% | 81,198 | 401 | 0.5% | $19.15万 | 加仓 |
| CAT | CATERPILLAR INC COM | $3,873.46万 | 0.38% | 36,374 | 6,759 | 22.8% | $719.76万 | 加仓 |
| BUFD | FIRST TR EXCHNG TRADED FD VI FT VEST DEEP ETF | $3,724.86万 | 0.36% | 1,253,318 | 155,431 | 14.2% | $461.94万 | 加仓 |
| ETN | EATON CORP PLC SHS | $3,593.33万 | 0.35% | 84,327 | -4,412 | -5.0% | -$188.00万 | 减仓 |
| VNQ | VANGUARD INDEX FDS REAL ESTATE ETF | $3,489.43万 | 0.34% | 361,861 | 11,921 | 3.4% | $114.95万 | 加仓 |
| — | EXXON MOBIL CORP COM | $3,472.29万 | 0.34% | 253,971 | -27,695 | -9.8% | -$378.65万 | 减仓 |
| AGGY | WISDOMTREE TR YIELD ENHANCD US | $3,388.01万 | 0.33% | 779,212 | 103,296 | 15.3% | $449.13万 | 加仓 |
| FTEC | FIDELITY COVINGTON TRUST MSCI INFO TECH I | $3,372.50万 | 0.33% | 118,093 | 12,517 | 11.9% | $357.46万 | 加仓 |
| HD | HOME DEPOT INC COM | $3,306.26万 | 0.32% | 93,747 | -24,861 | -21.0% | -$876.79万 | 减仓 |
| DFAE | DIMENSIONAL ETF TRUST EMGR CRE EQT MNG | $3,285.34万 | 0.32% | 817,044 | -33,710 | -4.0% | -$135.55万 | 减仓 |
| ABBV | ABBVIE INC COM | $3,233.80万 | 0.31% | 128,509 | -2,991 | -2.3% | -$75.27万 | 减仓 |
| JNJ | JOHNSON & JOHNSON COM | $3,231.45万 | 0.31% | 127,237 | 34,415 | 37.1% | $874.04万 | 加仓 |
| BIV | VANGUARD BD INDEX FDS INTERMED TERM | $3,184.99万 | 0.31% | 415,253 | 182,033 | 78.1% | $1,396.19万 | 加仓 |
| STIP | ISHARES TR 0-5 YR TIPS ETF | $3,153.10万 | 0.31% | 308,643 | 5,999 | 2.0% | $61.29万 | 加仓 |
| V | VISA INC COM CL A | $3,076.98万 | 0.30% | 89,684 | -6,475 | -6.7% | -$222.15万 | 减仓 |
| GOVT | ISHARES TR US TREAS BD ETF | $3,026.25万 | 0.29% | 1,328,466 | -88,058 | -6.2% | -$200.60万 | 减仓 |
| TIP | ISHARES TR TIPS BD ETF | $2,983.09万 | 0.29% | 272,602 | 2,088 | 0.8% | $22.85万 | 加仓 |
| IGSB | ISHARES TR ISHS 1-5YR INVS | $2,974.68万 | 0.29% | 567,579 | -1,619 | -0.3% | -$8.49万 | 减仓 |
| LRCX | LAM RESEARCH CORP COM NEW | $2,972.90万 | 0.29% | 68,606 | 27,590 | 67.3% | $1,195.56万 | 加仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F EQUITY PREMIUM | $2,960.35万 | 0.29% | 524,142 | 23,875 | 4.8% | $134.85万 | 加仓 |
| SPYG | SPDR SERIES TRUST ST STR P500GRW | $2,718.95万 | 0.26% | 228,502 | -6,798 | -2.9% | -$80.89万 | 减仓 |
| CVX | CHEVRON CORPORATION COM | $2,647.50万 | 0.26% | 159,719 | -12,702 | -7.4% | -$210.55万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC CL A | $2,640.38万 | 0.26% | 226,312 | -446 | -0.2% | -$5.20万 | 减仓 |
| AVDV | AMERICAN CENTY ETF TR INTL SMCP VLU | $2,617.29万 | 0.25% | 253,983 | -7,572 | -2.9% | -$78.03万 | 减仓 |
| IWF | ISHARES TR RUS 1000 GRW ETF | $2,566.19万 | 0.25% | 206,667 | 13,671 | 7.1% | $169.75万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC COM | $2,424.35万 | 0.24% | 71,091 | -17,135 | -19.4% | -$584.34万 | 减仓 |
| IAU | ISHARES GOLD TR ISHARES NEW | $2,357.84万 | 0.23% | 312,256 | -3,342 | -1.1% | -$25.24万 | 减仓 |
| DGRW | WISDOMTREE TR US QTLY DIV GRT | $2,317.95万 | 0.22% | 242,412 | -836,835 | -77.5% | -$8,001.83万 | 减仓 |
| AXP | AMERICAN EXPRESS CO COM | $2,229.72万 | 0.22% | 65,919 | 425 | 0.6% | $14.38万 | 加仓 |
| SCHV | SCHWAB STRATEGIC TR US LCAP VA ETF | $2,215.47万 | 0.21% | 636,448 | -23,258 | -3.5% | -$80.96万 | 减仓 |
| VUG | VANGUARD INDEX FDS GROWTH ETF | $2,211.54万 | 0.21% | 256,738 | 8,476 | 3.4% | $73.01万 | 加仓 |
| BUFR | FIRST TR EXCHNG TRADED FD VI FT LADD BUFF ETF | $2,201.41万 | 0.21% | 602,632 | 54,872 | 10.0% | $200.45万 | 加仓 |
| GE | GE AEROSPACE COM NEW | $2,084.33万 | 0.20% | 55,771 | 2,397 | 4.5% | $89.58万 | 加仓 |
| IEUR | ISHARES TR CORE MSCI EURO | $2,074.93万 | 0.20% | 276,032 | 6,151 | 2.3% | $46.24万 | 加仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL ORD SHS | $2,031.03万 | 0.20% | 21,047 | -7,995 | -27.5% | -$771.52万 | 减仓 |
| IJR | ISHARES TR CORE S&P SCP ETF | $1,998.91万 | 0.19% | 134,779 | 255 | 0.2% | $3.78万 | 加仓 |
| NFLX | NETFLIX INC. COM | $1,981.46万 | 0.19% | 277,515 | -45,437 | -14.1% | -$324.42万 | 减仓 |
| MTUM | ISHARES TR MSCI USA MMENTM | $1,959.49万 | 0.19% | 57,156 | -36,844 | -39.2% | -$1,263.13万 | 减仓 |
| FBND | FIDELITY MERRIMACK STR TR TOTAL BD ETF | $1,914.98万 | 0.19% | 420,968 | 28,691 | 7.3% | $130.52万 | 加仓 |
| VXUS | VANGUARD STAR FDS VG TL INTL STK F | $1,884.23万 | 0.18% | 220,404 | 66,756 | 43.4% | $570.70万 | 加仓 |