Professional Financial Advisors, LLC
NORTH PLATTE NE · SEC CIK 0001798221
$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
26Q126Q2
前十大持仓 占组合比例
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 |
|---|---|---|---|---|---|---|---|---|
| SPTM | SPDR SERIES TRUST | $1.21亿 | 24.67% | 1,532,743 | -106,123 | -6.5% | -$839.01万 | 减仓 |
| AGG | ISHARES TR | $6,903.47万 | 14.06% | 695,423 | 4,308 | 0.6% | $42.77万 | 加仓 |
| NTSX | WISDOMTREE TR | $2,651.08万 | 5.40% | 508,357 | 20,026 | 4.1% | $104.44万 | 加仓 |
| VXUS | VANGUARD STAR FDS | $2,495.48万 | 5.08% | 323,626 | 26,712 | 9.0% | $205.98万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $1,252.85万 | 2.55% | 39,053 | 8,367 | 27.3% | $268.42万 | 加仓 |
| RSSB | TIDAL TRUST II | $1,161.55万 | 2.37% | 426,882 | 337,829 | 379.4% | $919.23万 | 加仓 |
| NTSI | WISDOMTREE TR | $1,046.48万 | 2.13% | 237,783 | -33,775 | -12.4% | -$148.64万 | 减仓 |
| DBMF | LITMAN GREGORY FDS TR | $955.51万 | 1.95% | 316,920 | 116,738 | 58.3% | $351.97万 | 加仓 |
| BIL | SPDR SERIES TRUST | $771.04万 | 1.57% | 84,138 | -21,000 | -20.0% | -$192.45万 | 减仓 |
| DGRO | ISHARES TR | $767.26万 | 1.56% | 109,328 | 6,654 | 6.5% | $46.70万 | 加仓 |
| MTUM | ISHARES TR | $609.66万 | 1.24% | 25,404 | 2,798 | 12.4% | $67.15万 | 加仓 |
| — | SPDR SERIES TRUST | $609.12万 | 1.24% | 21,739 | 1,389 | 6.8% | $38.92万 | 加仓 |
| SPMO | INVESCO EXCH TRADED FD TR II | $541.91万 | 1.10% | 48,338 | -315 | -0.6% | -$3.53万 | 减仓 |
| — | SIMPLIFY EXCHANGE TRADED FUN | $528.91万 | 1.08% | 127,184 | 127,184 | — | $528.91万 | 新建仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $512.99万 | 1.04% | 10,705 | 200 | 1.9% | $9.58万 | 加仓 |
| GLD | SPDR GOLD TR | $481.80万 | 0.98% | 11,197 | 193 | 1.8% | $8.30万 | 加仓 |
| TLT | ISHARES TR | $468.99万 | 0.95% | 54,100 | 42,375 | 361.4% | $367.35万 | 重新持有 |
| SCZ | ISHARES TR | $458.64万 | 0.93% | 58,492 | -19,435 | -24.9% | -$152.39万 | 重新持有 |
| UNP | UNION PAC CORP | $444.42万 | 0.90% | 18,318 | -317 | -1.7% | -$7.69万 | 减仓 |
| IUS | INVESCO EXCH TRD SLF IDX FD | $431.79万 | 0.88% | 74,557 | 74,557 | — | $431.79万 | 新建仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $419.65万 | 0.85% | 55,879 | 661 | 1.2% | $4.96万 | 加仓 |
| RSST | TIDAL TRUST II | $419.61万 | 0.85% | 148,375 | -68,266 | -31.5% | -$193.06万 | 减仓 |
| BIV | VANGUARD BD INDEX FDS | $397.81万 | 0.81% | 51,543 | 42,592 | 475.8% | $328.73万 | 加仓 |
| IDMO | INVESCO EXCH TRADED FD TR II | $360.16万 | 0.73% | 65,675 | -1,231 | -1.8% | -$6.75万 | 减仓 |
| DFGP | DIMENSIONAL ETF TRUST | $354.27万 | 0.72% | 65,617 | 65,617 | — | $354.27万 | 新建仓 |
| AAPL | APPLE INC | $311.54万 | 0.63% | 12,275 | -14 | -0.1% | -$3,553 | 减仓 |
| — | PUTNAM ETF TRUST | $301.02万 | 0.61% | 74,714 | -201 | -0.3% | -$8,098 | 减仓 |
| IQLT | ISHARES TR | $292.63万 | 0.60% | 63,298 | -3,268 | -4.9% | -$15.11万 | 减仓 |
| MSFT | MICROSOFT CORP | $278.10万 | 0.57% | 7,513 | 578 | 8.3% | $21.39万 | 加仓 |
| — | ADVISORSHARES TR | $274.14万 | 0.56% | 64,745 | 1,032 | 1.6% | $4.37万 | 加仓 |
| IUSB | ISHARES TR | $267.09万 | 0.54% | 57,824 | 52,939 | 1,083.7% | $244.53万 | 加仓 |
| SSO | PROSHARES TR | $259.67万 | 0.53% | 50,052 | -3,273 | -6.1% | -$16.98万 | 减仓 |
| FBND | FIDELITY MERRIMACK STR TR | $259.26万 | 0.53% | 56,831 | 3,590 | 6.7% | $16.38万 | 加仓 |
| MUB | ISHARES TR | $257.53万 | 0.52% | 24,261 | 2,955 | 13.9% | $31.37万 | 加仓 |
| TFLO | ISHARES TR | $254.13万 | 0.52% | 50,194 | -1,266 | -2.5% | -$6.41万 | 减仓 |
| WMT | WALMART INC | $253.90万 | 0.52% | 20,430 | -170 | -0.8% | -$2.11万 | 减仓 |
| VSDM | VANGUARD MUN BD FDS | $248.44万 | 0.51% | 32,565 | 32,565 | — | $248.44万 | 新建仓 |
| GDX | VANECK ETF TRUST | $235.06万 | 0.48% | 25,613 | 12 | 0.0% | $1,101 | 加仓 |
| GOOG | ALPHABET INC | $234.07万 | 0.48% | 8,160 | -1,518 | -15.7% | -$43.54万 | 减仓 |
| CTA | SIMPLIFY EXCHANGE TRADED FUN | $230.99万 | 0.47% | 76,437 | 34,934 | 84.2% | $105.57万 | 加仓 |
| BNDW | VANGUARD SCOTTSDALE FDS | $214.82万 | 0.44% | 31,430 | -55,020 | -63.6% | -$376.06万 | 减仓 |
| SLV | ISHARES SILVER TR | $205.79万 | 0.42% | 30,201 | 770 | 2.6% | $5.25万 | 加仓 |
| — | SIMPLIFY EXCHANGE TRADED FUN | $205.71万 | 0.42% | 76,807 | 76,807 | — | $205.71万 | 新建仓 |
| VIGI | VANGUARD WHITEHALL FDS | $205.03万 | 0.42% | 23,178 | 3,316 | 16.7% | $29.33万 | 加仓 |
| SCHW | SCHWAB CHARLES CORP | $204.79万 | 0.42% | 21,791 | 279 | 1.3% | $2.62万 | 加仓 |
| — | WISDOMTREE TR | $204.10万 | 0.42% | 51,346 | -19,857 | -27.9% | -$78.93万 | 减仓 |
| QQQ | INVESCO QQQ TR | $199.31万 | 0.41% | 3,453 | -47 | -1.3% | -$2.71万 | 减仓 |
| — | CAMBRIA ETF TR | $197.34万 | 0.40% | 58,990 | 4,076 | 7.4% | $13.64万 | 加仓 |
| NEAR | ISHARES U S ETF TR | $189.77万 | 0.39% | 37,331 | 27,901 | 295.9% | $141.83万 | 加仓 |
| IMTM | ISHARES TR | $187.24万 | 0.38% | 38,993 | 9,457 | 32.0% | $45.41万 | 加仓 |
| — | UNITED STS GASOLINE FD LP | $183.87万 | 0.37% | 17,793 | 900 | 5.3% | $9.30万 | 加仓 |
| VXF | VANGUARD INDEX FDS | $172.92万 | 0.35% | 8,402 | 8,402 | — | $172.92万 | 新建仓 |
| MA | MASTERCARD INCORPORATED | $167.02万 | 0.34% | 3,343 | 267 | 8.7% | $13.34万 | 加仓 |
| JMOM | J P MORGAN EXCHANGE TRADED F | $166.62万 | 0.34% | 24,532 | 3,554 | 16.9% | $24.14万 | 加仓 |
| V | VISA INC | $165.86万 | 0.34% | 5,488 | 500 | 10.0% | $15.11万 | 加仓 |
| IVE | ISHARES TR | $158.26万 | 0.32% | 7,495 | 1,382 | 22.6% | $29.18万 | 加仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $156.44万 | 0.32% | 36,775 | 778 | 2.2% | $3.31万 | 加仓 |
| ACWV | ISHARES INC | $150.27万 | 0.31% | 12,574 | 2,253 | 21.8% | $26.93万 | 加仓 |
| SBAR | SIMPLIFY EXCHANGE TRADED FUN | $141.29万 | 0.29% | 57,576 | 57,576 | — | $141.29万 | 新建仓 |
| VOO | VANGUARD INDEX FDS | $139.48万 | 0.28% | 2,334 | -18,654 | -88.9% | -$1,114.75万 | 减仓 |
| ILF | ISHARES TR | $136.23万 | 0.28% | 38,353 | 805 | 2.1% | $2.86万 | 加仓 |
| JNK | SPDR SERIES TRUST | $135.02万 | 0.27% | 14,106 | 2,968 | 26.6% | $28.41万 | 加仓 |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | $133.94万 | 0.27% | 25,386 | 25,386 | — | $133.94万 | 新建仓 |
| CGGO | CAPITAL GROUP GBL GROWTH EQT | $127.99万 | 0.26% | 38,354 | 488 | 1.3% | $1.63万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $127.70万 | 0.26% | 6,654 | 1,301 | 24.3% | $24.97万 | 重新持有 |
| DFUS | DIMENSIONAL ETF TRUST | $126.80万 | 0.26% | 17,881 | 147 | 0.8% | $1.04万 | 加仓 |
| BOXX | EA SERIES TRUST | $125.05万 | 0.25% | 10,753 | 5,241 | 95.1% | $60.95万 | 加仓 |
| IEMG | ISHARES INC | $121.73万 | 0.25% | 17,453 | -4,779 | -21.5% | -$33.33万 | 减仓 |
| BOKF | BOK FINL CORP | $120.99万 | 0.25% | 9,448 | 9,448 | — | $120.99万 | 新建仓 |
| CGGR | CAPITAL GROUP GROWTH ETF | $118.30万 | 0.24% | 29,434 | -220 | -0.7% | -$8,842 | 减仓 |
| ITOT | ISHARES TR | $117.87万 | 0.24% | 8,276 | -3,271 | -28.3% | -$46.59万 | 减仓 |
| AMT | AMERICAN TOWER CORP | $110.10万 | 0.22% | 6,379 | 6,379 | — | $110.10万 | 新建仓 |
| SPYM | SPDR SERIES TRUST | $107.48万 | 0.22% | 14,042 | -1,901 | -11.9% | -$14.55万 | 减仓 |
| CPRT | COPART INC | $102.36万 | 0.21% | 30,830 | 30,830 | — | $102.36万 | 新建仓 |
| AMZN | AMAZON COM INC | $95.06万 | 0.19% | 4,564 | -6,580 | -59.0% | -$137.04万 | 减仓 |
| TSLA | TESLA INC | $92.13万 | 0.19% | 2,478 | 191 | 8.4% | $7.10万 | 加仓 |
| SGOV | ISHARES TR | $91.45万 | 0.19% | 9,085 | -63,608 | -87.5% | -$640.31万 | 减仓 |
| DFUV | DIMENSIONAL ETF TRUST | $90.48万 | 0.18% | 18,671 | 68 | 0.4% | $3,295 | 加仓 |
| PDBC | INVESCO ACTVELY MNGD ETC FD | $85.90万 | 0.17% | 49,598 | 49,598 | — | $85.90万 | 新建仓 |
| SPDW | SPDR INDEX SHS FDS | $82.90万 | 0.17% | 18,159 | -924 | -4.8% | -$4.22万 | 减仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $80.06万 | 0.16% | 8,673 | 8,673 | — | $80.06万 | 新建仓 |
| CAG | CONAGRA BRANDS INC | $71.68万 | 0.15% | 45,597 | 19 | 0.0% | $299 | 加仓 |
| IJR | ISHARES TR | $71.12万 | 0.14% | 5,721 | -236 | -4.0% | -$2.93万 | 减仓 |
| FLOT | ISHARES TR | $66.85万 | 0.14% | 13,122 | 1,761 | 15.5% | $8.97万 | 加仓 |
| META | META PLATFORMS INC | $65.78万 | 0.13% | 1,150 | -2,052 | -64.1% | -$117.38万 | 减仓 |
| LW | LAMB WESTON HLDGS INC | $65.14万 | 0.13% | 15,414 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL ETF TRUST | $63.54万 | 0.13% | 8,933 | 24 | 0.3% | $1,707 | 加仓 |
| USMV | ISHARES TR | $63.49万 | 0.13% | 6,846 | -11 | -0.2% | -$1,020 | 减仓 |
| IJJ | ISHARES TR | $61.03万 | 0.12% | 4,606 | -16 | -0.3% | -$2,120 | 减仓 |
| NVDA | NVIDIA CORPORATION | $59.73万 | 0.12% | 3,425 | 548 | 19.0% | $9.56万 | 加仓 |
| USFR | WISDOMTREE TR | $56.85万 | 0.12% | 11,292 | -38,280 | -77.2% | -$192.71万 | 减仓 |
| SPGM | SPDR INDEX SHS FDS | $56.12万 | 0.11% | 7,413 | 110 | 1.5% | $8,328 | 加仓 |
| JSCP | J P MORGAN EXCHANGE TRADED F | $50.10万 | 0.10% | 10,591 | 374 | 3.7% | $1.77万 | 加仓 |
| AMAT | APPLIED MATLS INC | $49.29万 | 0.10% | 1,442 | -4 | -0.3% | -$1,367 | 减仓 |
| PG | PROCTER & GAMBLE CO | $47.05万 | 0.10% | 3,257 | -23 | -0.7% | -$3,322 | 减仓 |
| — | INVESCO EXCH TRADED FD TR II | $46.96万 | 0.10% | 7,900 | 0 | 0.0% | — | 不变 |
| DELL | DELL TECHNOLOGIES INC | $39.34万 | 0.08% | 2,397 | 10 | 0.4% | $1,641 | 加仓 |
| ABBV | ABBVIE INC | $39.16万 | 0.08% | 1,801 | 143 | 8.6% | $3.11万 | 加仓 |
| FEGE | RBB FUND TRUST | $37.45万 | 0.08% | 7,969 | 7,969 | — | $37.45万 | 新建仓 |
| WFC | WELLS FARGO & CO | $35.92万 | 0.07% | 4,512 | 148 | 3.4% | $1.18万 | 加仓 |