13F 机构持仓

Professional Financial Advisors, LLC

NORTH PLATTE NE · SEC CIK 0001798221

2026Q22026Q1 更早 9 个季度 🔒
$4.91亿2026Q1 申报市值
137持仓数
61.3%前十大占比 · 第一大 24.7%
17 / 14新建仓 / 清仓
申报市值走势$5.78亿2026Q2
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

SPTM 24.7%
AGG 14.1%
NTSX 5.4%
VXUS 5.1%
VTI 2.6%
RSSB 2.4%
NTSI 2.1%
DBMF 1.9%
BIL 1.6%
DGRO 1.6%

2026Q1 买入最多 按季末市值估算

RSSB 加仓+$919.23万
SIMPLIFY EXCHANG 新建仓+$528.91万
IUS 新建仓+$431.79万
TLT 重新持有+$367.35万
DFGP 新建仓+$354.27万

2026Q1 卖出最多 按季末市值估算

VOO 减仓-$1,114.75万
SPTM 减仓-$839.01万
SGOV 减仓-$640.31万
VFQY 减仓-$377.37万
BNDW 减仓-$376.06万

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
— CAMBRIA ETF TR $00.00%0 -170,668-100.0% -$196.10万 清仓
— WISDOMTREE TR $00.00%0 -41,607-100.0% -$130.26万 清仓
LQD ISHARES TR $00.00%0 -10,148-100.0% -$111.82万 清仓
UUP INVESCO DB US DLR INDEX TR $00.00%0 -40,793-100.0% -$110.26万 清仓
— SIMPLIFY EXCHANGE TRADED FUN $00.00%0 -18,721-100.0% -$89.73万 清仓
TUA SIMPLIFY EXCHANGE TRADED FUN $00.00%0 -26,250-100.0% -$57.49万 清仓
VOE VANGUARD INDEX FDS $00.00%0 -2,886-100.0% -$51.20万 清仓
FMF FIRST TR EXCHANGE-TRADED FD $00.00%0 -10,296-100.0% -$48.44万 清仓
BPRE BLUEROCK PVT REAL ESTATE FD $00.00%0 -22,196-100.0% -$33.29万 清仓
QUAL ISHARES TR $00.00%0 -1,512-100.0% -$30.03万 清仓
— SIMPLIFY EXCHANGE TRADED FUN $00.00%0 -19,955-100.0% -$26.94万 清仓
BND VANGUARD BD INDEX FDS $00.00%0 -3,265-100.0% -$24.18万 清仓
AXP AMERICAN EXPRESS CO $00.00%0 —— — 申报中断
EFG ISHARES TR $00.00%0 -1,879-100.0% -$21.40万 清仓
SPMD SPDR SERIES TRUST $00.00%0 -3,516-100.0% -$20.36万 清仓
EFV ISHARES TR $20.28万0.04%2,728 -1,214-30.8% -$9.03万 减仓
SPSM SPDR SERIES TRUST $20.91万0.04%4,327 -186-4.1% -$8,988 减仓
QMOM EA SERIES TRUST $22.01万0.04%3,222 00.0% — 不变
SCHZ SCHWAB STRATEGIC TR $22.27万0.05%9,592 -65-0.7% -$1,509 减仓
SMMV ISHARES TR $22.56万0.05%5,172 -2,106-28.9% -$9.19万 减仓
— TIDAL TRUST II $23.03万0.05%11,095 11,095— $23.03万 新建仓
VGIT VANGUARD SCOTTSDALE FDS $23.62万0.05%3,967 39211.0% $2.33万 加仓
COF CAPITAL ONE FINL CORP $23.75万0.05%1,302 -6,480-83.3% -$118.22万 减仓
IVV ISHARES TR $24.78万0.05%379 215.9% $1.37万 加仓
QLTA ISHARES TR $24.81万0.05%5,213 00.0% — 不变
XLG INVESCO EXCHANGE TRADED FD T $24.94万0.05%4,572 4,572— $24.94万 新建仓
LMT LOCKHEED MARTIN CORP $25.04万0.05%414 102.5% $6,048 重新持有
ROK ROCKWELL AUTOMATION INC $25.12万0.05%700 00.0% — 不变
LPG DORIAN LPG LTD $25.13万0.05%7,349 00.0% — 重新持有
ORCL ORACLE CORP $25.49万0.05%1,733 -3-0.2% -$441 减仓
TSM TAIWAN SEMICONDUCTOR MANUFAC $25.65万0.05%759 -5,098-87.0% -$172.29万 减仓
VBK VANGUARD INDEX FDS $26.04万0.05%862 -321-27.1% -$9.70万 减仓
MUNI PIMCO ETF TR $26.51万0.05%5,079 -195-3.7% -$1.02万 减仓
IWM ISHARES TR $26.75万0.05%1,079 797.9% $1.96万 加仓
IVW ISHARES TR $26.92万0.05%2,380 -22-0.9% -$2,488 减仓
EWJ ISHARES INC $27.42万0.06%3,247 2167.1% $1.82万 加仓
ANET ARISTA NETWORKS INC $27.50万0.06%2,240 24212.1% $2.97万 加仓
HD HOME DEPOT INC $27.98万0.06%851 242.9% $7,892 加仓
— TIDAL TRUST II $28.96万0.06%15,364 -68,396-81.7% -$128.93万 减仓
— PUTNAM ETF TRUST $29.02万0.06%5,749 -351-5.8% -$1.77万 减仓
— CAMBRIA ETF TR $29.10万0.06%8,135 -58-0.7% -$2,075 减仓
GOOGL ALPHABET INC $29.34万0.06%1,020 131.3% $3,740 加仓
RAAX VANECK ETF TRUST $29.81万0.06%7,323 7,323— $29.81万 新建仓
IBM INTERNATIONAL BUSINESS MACHS $29.99万0.06%1,237 514.3% $1.24万 加仓
SPY STATE STR SPDR S&P 500 ETF T $30.13万0.06%463 7118.1% $4.62万 加仓
VGK VANGUARD INTL EQUITY INDEX F $30.16万0.06%3,659 2517.4% $2.07万 加仓
GLDM WORLD GOLD TR $30.83万0.06%3,326 210.6% $1,946 加仓
ET ENERGY TRANSFER L P $31.65万0.06%16,401 00.0% — 不变
DYNF BLACKROCK ETF TRUST $32.52万0.07%5,590 1,09524.4% $6.37万 加仓
SPEM SPDR INDEX SHS FDS $32.76万0.07%6,984 -8,045-53.5% -$37.74万 减仓
SPAB SPDR SERIES TRUST $33.01万0.07%12,886 4,73158.0% $12.12万 加仓
VFQY VANGUARD WELLINGTON FD $35.41万0.07%2,373 -25,290-91.4% -$377.37万 减仓
WFC WELLS FARGO & CO $35.92万0.07%4,512 1483.4% $1.18万 加仓
FEGE RBB FUND TRUST $37.45万0.08%7,969 7,969— $37.45万 新建仓
ABBV ABBVIE INC $39.16万0.08%1,801 1438.6% $3.11万 加仓
DELL DELL TECHNOLOGIES INC $39.34万0.08%2,397 100.4% $1,641 加仓
— INVESCO EXCH TRADED FD TR II $46.96万0.10%7,900 00.0% — 不变
PG PROCTER & GAMBLE CO $47.05万0.10%3,257 -23-0.7% -$3,322 减仓
AMAT APPLIED MATLS INC $49.29万0.10%1,442 -4-0.3% -$1,367 减仓
JSCP J P MORGAN EXCHANGE TRADED F $50.10万0.10%10,591 3743.7% $1.77万 加仓
SPGM SPDR INDEX SHS FDS $56.12万0.11%7,413 1101.5% $8,328 加仓
USFR WISDOMTREE TR $56.85万0.12%11,292 -38,280-77.2% -$192.71万 减仓
NVDA NVIDIA CORPORATION $59.73万0.12%3,425 54819.0% $9.56万 加仓
IJJ ISHARES TR $61.03万0.12%4,606 -16-0.3% -$2,120 减仓
USMV ISHARES TR $63.49万0.13%6,846 -11-0.2% -$1,020 减仓
— DIMENSIONAL ETF TRUST $63.54万0.13%8,933 240.3% $1,707 加仓
LW LAMB WESTON HLDGS INC $65.14万0.13%15,414 00.0% — 不变
META META PLATFORMS INC $65.78万0.13%1,150 -2,052-64.1% -$117.38万 减仓
FLOT ISHARES TR $66.85万0.14%13,122 1,76115.5% $8.97万 加仓
IJR ISHARES TR $71.12万0.14%5,721 -236-4.0% -$2.93万 减仓
CAG CONAGRA BRANDS INC $71.68万0.15%45,597 190.0% $299 加仓
ORLY OREILLY AUTOMOTIVE INC $80.06万0.16%8,673 8,673— $80.06万 新建仓
SPDW SPDR INDEX SHS FDS $82.90万0.17%18,159 -924-4.8% -$4.22万 减仓
PDBC INVESCO ACTVELY MNGD ETC FD $85.90万0.17%49,598 49,598— $85.90万 新建仓
DFUV DIMENSIONAL ETF TRUST $90.48万0.18%18,671 680.4% $3,295 加仓
SGOV ISHARES TR $91.45万0.19%9,085 -63,608-87.5% -$640.31万 减仓
TSLA TESLA INC $92.13万0.19%2,478 1918.4% $7.10万 加仓
AMZN AMAZON COM INC $95.06万0.19%4,564 -6,580-59.0% -$137.04万 减仓
CPRT COPART INC $102.36万0.21%30,830 30,830— $102.36万 新建仓
SPYM SPDR SERIES TRUST $107.48万0.22%14,042 -1,901-11.9% -$14.55万 减仓
AMT AMERICAN TOWER CORP $110.10万0.22%6,379 6,379— $110.10万 新建仓
ITOT ISHARES TR $117.87万0.24%8,276 -3,271-28.3% -$46.59万 减仓
CGGR CAPITAL GROUP GROWTH ETF $118.30万0.24%29,434 -220-0.7% -$8,842 减仓
BOKF BOK FINL CORP $120.99万0.25%9,448 9,448— $120.99万 新建仓
IEMG ISHARES INC $121.73万0.25%17,453 -4,779-21.5% -$33.33万 减仓
BOXX EA SERIES TRUST $125.05万0.25%10,753 5,24195.1% $60.95万 加仓
DFUS DIMENSIONAL ETF TRUST $126.80万0.26%17,881 1470.8% $1.04万 加仓
RSP INVESCO EXCHANGE TRADED FD T $127.70万0.26%6,654 1,30124.3% $24.97万 重新持有
CGGO CAPITAL GROUP GBL GROWTH EQT $127.99万0.26%38,354 4881.3% $1.63万 加仓
GBTC GRAYSCALE BITCOIN TRUST ETF $133.94万0.27%25,386 25,386— $133.94万 新建仓
JNK SPDR SERIES TRUST $135.02万0.27%14,106 2,96826.6% $28.41万 加仓
ILF ISHARES TR $136.23万0.28%38,353 8052.1% $2.86万 加仓
VOO VANGUARD INDEX FDS $139.48万0.28%2,334 -18,654-88.9% -$1,114.75万 减仓
SBAR SIMPLIFY EXCHANGE TRADED FUN $141.29万0.29%57,576 57,576— $141.29万 新建仓
ACWV ISHARES INC $150.27万0.31%12,574 2,25321.8% $26.93万 加仓
CGDV CAPITAL GROUP DIVIDEND VALUE $156.44万0.32%36,775 7782.2% $3.31万 加仓
IVE ISHARES TR $158.26万0.32%7,495 1,38222.6% $29.18万 加仓
V VISA INC $165.86万0.34%5,488 50010.0% $15.11万 加仓
JMOM J P MORGAN EXCHANGE TRADED F $166.62万0.34%24,532 3,55416.9% $24.14万 加仓
MA MASTERCARD INCORPORATED $167.02万0.34%3,343 2678.7% $13.34万 加仓