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 |
|---|---|---|---|---|---|---|---|---|
| VFQY | VANGUARD WELLINGTON FD | $35.41万 | 0.07% | 2,373 | -25,290 | -91.4% | -$377.37万 | 减仓 |
| SPAB | SPDR SERIES TRUST | $33.01万 | 0.07% | 12,886 | 4,731 | 58.0% | $12.12万 | 加仓 |
| SPEM | SPDR INDEX SHS FDS | $32.76万 | 0.07% | 6,984 | -8,045 | -53.5% | -$37.74万 | 减仓 |
| DYNF | BLACKROCK ETF TRUST | $32.52万 | 0.07% | 5,590 | 1,095 | 24.4% | $6.37万 | 加仓 |
| ET | ENERGY TRANSFER L P | $31.65万 | 0.06% | 16,401 | 0 | 0.0% | — | 不变 |
| GLDM | WORLD GOLD TR | $30.83万 | 0.06% | 3,326 | 21 | 0.6% | $1,946 | 加仓 |
| VGK | VANGUARD INTL EQUITY INDEX F | $30.16万 | 0.06% | 3,659 | 251 | 7.4% | $2.07万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $30.13万 | 0.06% | 463 | 71 | 18.1% | $4.62万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $29.99万 | 0.06% | 1,237 | 51 | 4.3% | $1.24万 | 加仓 |
| RAAX | VANECK ETF TRUST | $29.81万 | 0.06% | 7,323 | 7,323 | — | $29.81万 | 新建仓 |
| GOOGL | ALPHABET INC | $29.34万 | 0.06% | 1,020 | 13 | 1.3% | $3,740 | 加仓 |
| — | CAMBRIA ETF TR | $29.10万 | 0.06% | 8,135 | -58 | -0.7% | -$2,075 | 减仓 |
| — | PUTNAM ETF TRUST | $29.02万 | 0.06% | 5,749 | -351 | -5.8% | -$1.77万 | 减仓 |
| — | TIDAL TRUST II | $28.96万 | 0.06% | 15,364 | -68,396 | -81.7% | -$128.93万 | 减仓 |
| HD | HOME DEPOT INC | $27.98万 | 0.06% | 851 | 24 | 2.9% | $7,892 | 加仓 |
| ANET | ARISTA NETWORKS INC | $27.50万 | 0.06% | 2,240 | 242 | 12.1% | $2.97万 | 加仓 |
| EWJ | ISHARES INC | $27.42万 | 0.06% | 3,247 | 216 | 7.1% | $1.82万 | 加仓 |
| IVW | ISHARES TR | $26.92万 | 0.05% | 2,380 | -22 | -0.9% | -$2,488 | 减仓 |
| IWM | ISHARES TR | $26.75万 | 0.05% | 1,079 | 79 | 7.9% | $1.96万 | 加仓 |
| MUNI | PIMCO ETF TR | $26.51万 | 0.05% | 5,079 | -195 | -3.7% | -$1.02万 | 减仓 |
| VBK | VANGUARD INDEX FDS | $26.04万 | 0.05% | 862 | -321 | -27.1% | -$9.70万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $25.65万 | 0.05% | 759 | -5,098 | -87.0% | -$172.29万 | 减仓 |
| ORCL | ORACLE CORP | $25.49万 | 0.05% | 1,733 | -3 | -0.2% | -$441 | 减仓 |
| LPG | DORIAN LPG LTD | $25.13万 | 0.05% | 7,349 | 0 | 0.0% | — | 重新持有 |
| ROK | ROCKWELL AUTOMATION INC | $25.12万 | 0.05% | 700 | 0 | 0.0% | — | 不变 |
| LMT | LOCKHEED MARTIN CORP | $25.04万 | 0.05% | 414 | 10 | 2.5% | $6,048 | 重新持有 |
| XLG | INVESCO EXCHANGE TRADED FD T | $24.94万 | 0.05% | 4,572 | 4,572 | — | $24.94万 | 新建仓 |
| QLTA | ISHARES TR | $24.81万 | 0.05% | 5,213 | 0 | 0.0% | — | 不变 |
| IVV | ISHARES TR | $24.78万 | 0.05% | 379 | 21 | 5.9% | $1.37万 | 加仓 |
| COF | CAPITAL ONE FINL CORP | $23.75万 | 0.05% | 1,302 | -6,480 | -83.3% | -$118.22万 | 减仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $23.62万 | 0.05% | 3,967 | 392 | 11.0% | $2.33万 | 加仓 |
| — | TIDAL TRUST II | $23.03万 | 0.05% | 11,095 | 11,095 | — | $23.03万 | 新建仓 |
| SMMV | ISHARES TR | $22.56万 | 0.05% | 5,172 | -2,106 | -28.9% | -$9.19万 | 减仓 |
| SCHZ | SCHWAB STRATEGIC TR | $22.27万 | 0.05% | 9,592 | -65 | -0.7% | -$1,509 | 减仓 |
| QMOM | EA SERIES TRUST | $22.01万 | 0.04% | 3,222 | 0 | 0.0% | — | 不变 |
| SPSM | SPDR SERIES TRUST | $20.91万 | 0.04% | 4,327 | -186 | -4.1% | -$8,988 | 减仓 |
| EFV | ISHARES TR | $20.28万 | 0.04% | 2,728 | -1,214 | -30.8% | -$9.03万 | 减仓 |
| — | CAMBRIA ETF TR | $0 | 0.00% | 0 | -170,668 | -100.0% | -$196.10万 | 清仓 |
| — | WISDOMTREE TR | $0 | 0.00% | 0 | -41,607 | -100.0% | -$130.26万 | 清仓 |
| LQD | ISHARES TR | $0 | 0.00% | 0 | -10,148 | -100.0% | -$111.82万 | 清仓 |
| UUP | INVESCO DB US DLR INDEX TR | $0 | 0.00% | 0 | -40,793 | -100.0% | -$110.26万 | 清仓 |
| — | SIMPLIFY EXCHANGE TRADED FUN | $0 | 0.00% | 0 | -18,721 | -100.0% | -$89.73万 | 清仓 |
| TUA | SIMPLIFY EXCHANGE TRADED FUN | $0 | 0.00% | 0 | -26,250 | -100.0% | -$57.49万 | 清仓 |
| VOE | VANGUARD INDEX FDS | $0 | 0.00% | 0 | -2,886 | -100.0% | -$51.20万 | 清仓 |
| FMF | FIRST TR EXCHANGE-TRADED FD | $0 | 0.00% | 0 | -10,296 | -100.0% | -$48.44万 | 清仓 |
| BPRE | BLUEROCK PVT REAL ESTATE FD | $0 | 0.00% | 0 | -22,196 | -100.0% | -$33.29万 | 清仓 |
| QUAL | ISHARES TR | $0 | 0.00% | 0 | -1,512 | -100.0% | -$30.03万 | 清仓 |
| — | SIMPLIFY EXCHANGE TRADED FUN | $0 | 0.00% | 0 | -19,955 | -100.0% | -$26.94万 | 清仓 |
| BND | VANGUARD BD INDEX FDS | $0 | 0.00% | 0 | -3,265 | -100.0% | -$24.18万 | 清仓 |
| AXP | AMERICAN EXPRESS CO | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| EFG | ISHARES TR | $0 | 0.00% | 0 | -1,879 | -100.0% | -$21.40万 | 清仓 |
| SPMD | SPDR SERIES TRUST | $0 | 0.00% | 0 | -3,516 | -100.0% | -$20.36万 | 清仓 |