Professional Financial Advisors, LLC
NORTH PLATTE NE · SEC CIK 0001798221
$5.78亿2026Q2 申报市值
146持仓数
63.0%前十大占比 · 第一大 35.2%
19 / 11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
SPTM 加仓+$6,458.12万
VOO 加仓+$504.67万
TSM 加仓+$176.21万
COF 加仓+$168.68万
META 加仓+$138.64万
2026Q2 卖出最多 按季末市值估算
AGG 减仓-$3,396.13万
TLT 减仓-$311.17万
SCHW 减仓-$165.74万
VTI 减仓-$140.02万
JNK 清仓-$135.02万
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 |
|---|---|---|---|---|---|---|---|---|
| DYNF | BLACKROCK ETF TRUST | $37.56万 | 0.06% | 5,523 | -67 | -1.2% | -$4,557 | 减仓 |
| SPEM | SPDR INDEX SHS FDS | $37.00万 | 0.06% | 7,145 | 161 | 2.3% | $8,336 | 加仓 |
| WFC | WELLS FARGO & CO | $36.45万 | 0.06% | 4,410 | -102 | -2.3% | -$8,430 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $36.09万 | 0.06% | 483 | 20 | 4.3% | $1.49万 | 加仓 |
| CGBL | CAPITAL GROUP CORE BALANCED | $36.00万 | 0.06% | 9,483 | 9,483 | — | $36.00万 | 新建仓 |
| GOOGL | ALPHABET INC | $35.73万 | 0.06% | 1,000 | -20 | -2.0% | -$7,147 | 减仓 |
| CGDG | CAPITAL GROUP DIVIDEND GROWE | $35.36万 | 0.06% | 9,428 | 9,428 | — | $35.36万 | 新建仓 |
| SCHW | SCHWAB CHARLES CORP | $35.33万 | 0.06% | 3,829 | -17,962 | -82.4% | -$165.74万 | 减仓 |
| IVW | ISHARES TR | $33.46万 | 0.06% | 2,433 | 53 | 2.2% | $7,289 | 加仓 |
| ET | ENERGY TRANSFER L P | $31.36万 | 0.05% | 16,401 | 0 | 0.0% | — | 不变 |
| — | VEGASHARES ETF TRUS | $30.51万 | 0.05% | 12,298 | 12,298 | — | $30.51万 | 新建仓 |
| MUNI | PIMCO ETF TR | $30.11万 | 0.05% | 5,724 | 645 | 12.7% | $3.39万 | 加仓 |
| RAAX | VANECK ETF TRUST | $29.92万 | 0.05% | 7,541 | 218 | 3.0% | $8,648 | 加仓 |
| — | CAMBRIA ETF TR | $28.97万 | 0.05% | 8,135 | 0 | 0.0% | — | 不变 |
| SPAB | SPDR SERIES TRUST | $28.79万 | 0.05% | 11,280 | -1,606 | -12.5% | -$4.10万 | 减仓 |
| VBK | VANGUARD INDEX FDS | $28.78万 | 0.05% | 787 | -75 | -8.7% | -$2.74万 | 减仓 |
| — | TIDAL TRUST II | $28.72万 | 0.05% | 15,083 | -281 | -1.8% | -$5,350 | 减仓 |
| IVV | ISHARES TR | $28.43万 | 0.05% | 380 | 1 | 0.3% | $748 | 加仓 |
| XLG | INVESCO EXCHANGE TRADED FD T | $27.99万 | 0.05% | 4,572 | 0 | 0.0% | — | 不变 |
| GLDM | WORLD GOLD TR | $26.89万 | 0.05% | 3,386 | 60 | 1.8% | $4,765 | 加仓 |
| SPHQ | INVESCO EXCHANGE TRADED FD T | $26.59万 | 0.05% | 2,951 | 2,951 | — | $26.59万 | 新建仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $26.16万 | 0.05% | 4,436 | 469 | 11.8% | $2.77万 | 加仓 |
| SCHZ | SCHWAB STRATEGIC TR | $26.15万 | 0.05% | 11,307 | 1,715 | 17.9% | $3.97万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $25.83万 | 0.04% | 596 | 596 | — | $25.83万 | 新建仓 |
| SPSM | SPDR SERIES TRUST | $25.79万 | 0.04% | 4,471 | 144 | 3.3% | $8,305 | 加仓 |
| ORCL | ORACLE CORP | $25.67万 | 0.04% | 1,751 | 18 | 1.0% | $2,639 | 加仓 |
| LPG | DORIAN LPG LTD | $25.56万 | 0.04% | 7,349 | 0 | 0.0% | — | 不变 |
| QMOM | EA SERIES TRUST | $25.37万 | 0.04% | 3,222 | 0 | 0.0% | — | 不变 |
| MEAR | ISHARES U S ETF TR | $25.13万 | 0.04% | 4,988 | 4,988 | — | $25.13万 | 新建仓 |
| SMMV | ISHARES TR | $24.01万 | 0.04% | 5,215 | 43 | 0.8% | $1,980 | 加仓 |
| EWJ | ISHARES INC | $23.87万 | 0.04% | 2,559 | -688 | -21.2% | -$6.42万 | 减仓 |
| QLTA | ISHARES TR | $23.82万 | 0.04% | 5,012 | -201 | -3.9% | -$9,552 | 减仓 |
| IWM | ISHARES TR | $23.00万 | 0.04% | 766 | -313 | -29.0% | -$9.40万 | 减仓 |
| SMH | VANECK ETF TRUST | $22.89万 | 0.04% | 349 | 349 | — | $22.89万 | 新建仓 |
| — | TIDAL TRUST II | $22.68万 | 0.04% | 10,774 | -321 | -2.9% | -$6,758 | 减仓 |
| FV | FIRST TR EXCHANGE TRADED FD | $22.62万 | 0.04% | 2,981 | 2,981 | — | $22.62万 | 新建仓 |
| BAI | BLACKROCK ETF TRUST | $22.47万 | 0.04% | 4,263 | 4,263 | — | $22.47万 | 新建仓 |
| IEF | ISHARES TR | $22.04万 | 0.04% | 2,331 | 2,331 | — | $22.04万 | 新建仓 |
| EFV | ISHARES TR | $21.33万 | 0.04% | 2,787 | 59 | 2.2% | $4,516 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $21.25万 | 0.04% | 417 | 3 | 0.7% | $1,528 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $21.20万 | 0.04% | 2,976 | 2,976 | — | $21.20万 | 新建仓 |
| GWW | WW GRAINGER INC | $21.09万 | 0.04% | 155 | 155 | — | $21.09万 | 新建仓 |
| AXP | AMERICAN EXPRESS CO | $20.97万 | 0.04% | 620 | 0 | 0.0% | — | 重新持有 |
| — | TIDAL TRUST II | $20.82万 | 0.04% | 9,061 | 9,061 | — | $20.82万 | 新建仓 |
| SCHF | SCHWAB STRATEGIC TR | $20.76万 | 0.04% | 7,496 | 7,496 | — | $20.76万 | 新建仓 |
| VLU | SPDR SERIES TRUST | $20.73万 | 0.04% | 870 | 870 | — | $20.73万 | 新建仓 |
| JNK | SPDR SERIES TRUST | $0 | 0.00% | 0 | -14,106 | -100.0% | -$135.02万 | 清仓 |
| BOKF | BOK FINL CORP | $0 | 0.00% | 0 | -9,448 | -100.0% | -$120.99万 | 清仓 |
| AMT | AMERICAN TOWER CORP | $0 | 0.00% | 0 | -6,379 | -100.0% | -$110.10万 | 清仓 |
| CPRT | COPART INC | $0 | 0.00% | 0 | -30,830 | -100.0% | -$102.36万 | 清仓 |
| CAG | CONAGRA BRANDS INC | $0 | 0.00% | 0 | -45,597 | -100.0% | -$71.68万 | 清仓 |
| LW | LAMB WESTON HLDGS INC | $0 | 0.00% | 0 | -15,414 | -100.0% | -$65.14万 | 清仓 |
| VGK | VANGUARD INTL EQUITY INDEX F | $0 | 0.00% | 0 | -3,659 | -100.0% | -$30.16万 | 清仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $0 | 0.00% | 0 | -1,237 | -100.0% | -$29.99万 | 清仓 |
| — | PUTNAM ETF TRUST | $0 | 0.00% | 0 | -5,749 | -100.0% | -$29.02万 | 清仓 |
| HD | HOME DEPOT INC | $0 | 0.00% | 0 | -851 | -100.0% | -$27.98万 | 清仓 |
| ROK | ROCKWELL AUTOMATION INC | $0 | 0.00% | 0 | -700 | -100.0% | -$25.12万 | 清仓 |