PRIMORIS WEALTH ADVISORS, LLC
North Palm Beach FL · SEC CIK 0001909619
$2.19亿2026Q2 申报市值
125持仓数
40.4%前十大占比 · 第一大 5.4%
33 / 10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
VUG 加仓+$449.97万
MRVL 新建仓+$435.31万
INTC 新建仓+$413.43万
XLV 加仓+$334.34万
SCHMID GROUP N.V 新建仓+$314.60万
2026Q2 卖出最多 按季末市值估算
MU 减仓-$784.34万
LRCX 减仓-$300.08万
PINK 重新持有-$262.60万
TEUCRIUM COMMODI 清仓-$236.44万
MOO 清仓-$232.38万
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 |
|---|---|---|---|---|---|---|---|---|
| — | TEUCRIUM COMMODITY TR | $0 | 0.00% | 0 | -128,500 | -100.0% | -$236.44万 | 清仓 |
| MOO | VANECK ETF TRUST | $0 | 0.00% | 0 | -27,500 | -100.0% | -$232.38万 | 清仓 |
| DGX | QUEST DIAGNOSTICS INC | $0 | 0.00% | 0 | -10,750 | -100.0% | -$210.68万 | 清仓 |
| — | TEUCRIUM COMMODITY TR | $0 | 0.00% | 0 | -82,500 | -100.0% | -$194.45万 | 清仓 |
| — | GLOBAL X FDS | $0 | 0.00% | 0 | -10,500 | -100.0% | -$40.12万 | 清仓 |
| — | TEUCRIUM COMMODITY TR | $0 | 0.00% | 0 | -25,000 | -100.0% | -$26.10万 | 清仓 |
| THC | TENET HEALTHCARE CORP | $0 | 0.00% | 0 | -1,302 | -100.0% | -$24.57万 | 清仓 |
| TPYP | TORTOISE CAPITAL SERIES TRUS | $0 | 0.00% | 0 | -5,500 | -100.0% | -$23.30万 | 清仓 |
| LMT | LOCKHEED MARTIN CORP | $0 | 0.00% | 0 | -365 | -100.0% | -$22.08万 | 清仓 |
| PHAT | PHATHOM PHARMACEUTICALS INC | $0 | 0.00% | 0 | -11,449 | -100.0% | -$12.72万 | 清仓 |
| — | TELA BIO INC | $1.52万 | 0.01% | 20,300 | 20,300 | — | $1.52万 | 新建仓 |
| — | ESS TECH INC | $1.57万 | 0.01% | 16,500 | 0 | 0.0% | — | 不变 |
| NAK | NORTHERN DYNASTY MINERALS LT | $1.92万 | 0.01% | 10,000 | 0 | 0.0% | — | 不变 |
| — | WETOUCH TECHNOLOGY INC | $2.42万 | 0.01% | 20,000 | -1,500 | -7.0% | -$1,815 | 减仓 |
| POWW | OUTDOOR HOLDING CO | $3.26万 | 0.01% | 14,300 | 0 | 0.0% | — | 不变 |
| USA | LIBERTY ALL STAR EQUITY FD | $7.19万 | 0.03% | 12,376 | -125 | -1.0% | -$726 | 减仓 |
| SG | SWEETGREEN INC | $8.81万 | 0.04% | 10,000 | 10,000 | — | $8.81万 | 新建仓 |
| — | EATON VANCE RISK-MANAGED DIV | $13.30万 | 0.06% | 16,083 | 4 | 0.0% | $33 | 加仓 |
| SJM | SMUCKER J M CO | $20.10万 | 0.09% | 1,787 | 1,787 | — | $20.10万 | 新建仓 |
| ROBO | EXCHANGE TRADED CONCEPTS TRU | $20.13万 | 0.09% | 2,350 | 2,350 | — | $20.13万 | 新建仓 |
| MSI | MOTOROLA SOLUTIONS INC | $20.85万 | 0.10% | 502 | 0 | 0.0% | — | 不变 |
| NGG | NATIONAL GRID PLC | $21.31万 | 0.10% | 2,572 | 0 | 0.0% | — | 不变 |
| MSTR | STRATEGY INC | $21.66万 | 0.10% | 2,492 | 0 | 0.0% | — | 不变 |
| JPM | JPMORGAN CHASE & CO | $22.16万 | 0.10% | 677 | -6 | -0.9% | -$1,964 | 重新持有 |
| COF | CAPITAL ONE FINL CORP | $24.15万 | 0.11% | 1,204 | 0 | 0.0% | — | 不变 |
| IHF | ISHARES TR | $24.90万 | 0.11% | 4,500 | 0 | 0.0% | — | 重新持有 |
| AMAT | APPLIED MATLS INC | $27.91万 | 0.13% | 386 | 386 | — | $27.91万 | 新建仓 |
| CAT | CATERPILLAR INC | $28.33万 | 0.13% | 266 | -2,000 | -88.3% | -$212.98万 | 重新持有 |
| ET | ENERGY TRANSFER L P | $28.68万 | 0.13% | 15,000 | 0 | 0.0% | — | 不变 |
| IHI | ISHARES TR | $29.42万 | 0.13% | 5,955 | -232 | -3.7% | -$1.15万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $29.72万 | 0.14% | 715 | 715 | — | $29.72万 | 新建仓 |
| EIX | EDISON INTL | $31.28万 | 0.14% | 4,201 | 0 | 0.0% | — | 不变 |
| ZROZ | PIMCO ETF TR | $32.05万 | 0.15% | 5,000 | 5,000 | — | $32.05万 | 新建仓 |
| DIA | STATE STR SPDR DOW JONES IND | $32.07万 | 0.15% | 614 | 114 | 22.8% | $5.96万 | 加仓 |
| UFO | PROCURE ETF TRUST II | $32.43万 | 0.15% | 6,400 | 6,400 | — | $32.43万 | 新建仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $32.87万 | 0.15% | 850 | 850 | — | $32.87万 | 新建仓 |
| AAAU | GOLDMAN SACHS PHYSICAL GOLD | $33.36万 | 0.15% | 8,430 | 1,905 | 29.2% | $7.54万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $33.59万 | 0.15% | 5,627 | 125 | 2.3% | $7,461 | 加仓 |
| KRE | SPDR SERIES TRUST | $34.06万 | 0.16% | 4,550 | 200 | 4.6% | $1.50万 | 加仓 |
| HONA | HONEYWELL AEROSPACE INC | $35.75万 | 0.16% | 1,617 | 1,617 | — | $35.75万 | 新建仓 |
| HON | HONEYWELL INTL INC | $36.20万 | 0.17% | 1,617 | -619 | -27.7% | -$13.86万 | 减仓 |
| UTF | COHEN & STEERS INFRASTRUCTUR | $37.11万 | 0.17% | 13,452 | -245 | -1.8% | -$6,759 | 减仓 |
| ALLW | SSGA ACTIVE TR | $37.17万 | 0.17% | 12,700 | 12,700 | — | $37.17万 | 新建仓 |
| MGV | VANGUARD WORLD FD | $38.35万 | 0.17% | 2,346 | 582 | 33.0% | $9.51万 | 加仓 |
| HACK | AMPLIFY ETF TR | $38.80万 | 0.18% | 3,698 | -1,450 | -28.2% | -$15.21万 | 减仓 |
| SPMO | INVESCO EXCH TRADED FD TR II | $39.01万 | 0.18% | 2,415 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA INC | $39.49万 | 0.18% | 939 | -2,823 | -75.0% | -$118.74万 | 减仓 |
| DE | DEERE & CO | $40.03万 | 0.18% | 631 | -20 | -3.1% | -$1.27万 | 减仓 |
| ATRO | ASTRONICS CORP | $40.63万 | 0.19% | 5,000 | 5,000 | — | $40.63万 | 新建仓 |
| FIDU | FIDELITY COVINGTON TRUST | $41.09万 | 0.19% | 4,125 | -200 | -4.6% | -$1.99万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $41.28万 | 0.19% | 1,468 | 25 | 1.7% | $7,030 | 加仓 |
| SPFI | SOUTH PLAINS FINANCIAL INC | $41.47万 | 0.19% | 9,625 | 9,625 | — | $41.47万 | 新建仓 |
| GIS | GENERAL MILLS INC | $43.29万 | 0.20% | 12,441 | 0 | 0.0% | — | 不变 |
| WM | WASTE MGMT INC DEL | $46.89万 | 0.21% | 2,104 | -100 | -4.5% | -$2.23万 | 减仓 |
| IAK | ISHARES TR | $47.09万 | 0.21% | 3,350 | 3,350 | — | $47.09万 | 新建仓 |
| DVY | ISHARES TR | $47.30万 | 0.22% | 3,026 | 0 | 0.0% | — | 不变 |
| HYG | ISHARES TR | $49.18万 | 0.22% | 6,150 | 0 | 0.0% | — | 不变 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $52.01万 | 0.24% | 539 | 539 | — | $52.01万 | 新建仓 |
| GLD | SPDR GOLD TR | $52.49万 | 0.24% | 1,425 | -2,695 | -65.4% | -$99.28万 | 减仓 |
| MS | MORGAN STANLEY | $53.66万 | 0.24% | 2,567 | 0 | 0.0% | — | 不变 |
| HD | HOME DEPOT INC | $53.82万 | 0.25% | 1,526 | 0 | 0.0% | — | 不变 |
| FLTB | FIDELITY MERRIMACK STR TR | $55.14万 | 0.25% | 11,000 | 11,000 | — | $55.14万 | 新建仓 |
| SRLN | SSGA ACTIVE ETF TR | $55.75万 | 0.25% | 13,837 | -17 | -0.1% | -$685 | 减仓 |
| IJR | ISHARES TR | $56.00万 | 0.26% | 3,776 | -626 | -14.2% | -$9.28万 | 减仓 |
| — | NUVEEN DYNAMIC MUN OPPORTUNI | $56.82万 | 0.26% | 54,582 | 41 | 0.1% | $427 | 加仓 |
| NOW | SERVICENOW INC | $57.19万 | 0.26% | 5,760 | 715 | 14.2% | $7.10万 | 重新持有 |
| XLK | SELECT SECTOR SPDR TR | $58.72万 | 0.27% | 3,082 | 0 | 0.0% | — | 不变 |
| GFI | GOLD FIELDS LTD | $58.81万 | 0.27% | 17,507 | 0 | 0.0% | — | 不变 |
| IVV | ISHARES TR | $58.86万 | 0.27% | 786 | 50 | 6.8% | $3.74万 | 加仓 |
| MSFT | MICROSOFT CORP | $59.98万 | 0.27% | 1,608 | -3,291 | -67.2% | -$122.76万 | 减仓 |
| HYLS | FIRST TR EXCHANGE-TRADED FD | $60.98万 | 0.28% | 15,000 | 5,000 | 50.0% | $20.32万 | 加仓 |
| BA | BOEING CO | $61.56万 | 0.28% | 2,844 | -100 | -3.4% | -$2.16万 | 减仓 |
| QQQ | INVESCO QQQ TR | $62.59万 | 0.29% | 850 | 19 | 2.3% | $1.40万 | 加仓 |
| DELL | DELL TECHNOLOGIES INC | $64.72万 | 0.30% | 1,500 | 1,500 | — | $64.72万 | 新建仓 |
| WRBY | WARBY PARKER INC | $69.78万 | 0.32% | 23,000 | -58,750 | -71.9% | -$178.25万 | 重新持有 |
| PAVE | GLOBAL X FDS | $70.70万 | 0.32% | 12,000 | 12,000 | — | $70.70万 | 新建仓 |
| PINK | SIMPLIFY EXCHANGE TRADED FUN | $74.39万 | 0.34% | 19,000 | -67,075 | -77.9% | -$262.60万 | 重新持有 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $87.32万 | 0.40% | 1,745 | 269 | 18.2% | $13.46万 | 加仓 |
| V | VISA INC | $88.38万 | 0.40% | 2,576 | 0 | 0.0% | — | 不变 |
| IJH | ISHARES TR | $90.49万 | 0.41% | 11,736 | -743 | -6.0% | -$5.73万 | 减仓 |
| NZF | NUVEEN MUN CR INCOME FD | $92.25万 | 0.42% | 72,755 | 12,000 | 19.8% | $15.22万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $94.78万 | 0.43% | 1,242 | -152 | -10.9% | -$11.60万 | 减仓 |
| IEF | ISHARES TR | $94.88万 | 0.43% | 10,033 | 10,033 | — | $94.88万 | 新建仓 |
| TJX | TJX COS INC NEW | $98.22万 | 0.45% | 6,483 | 2,483 | 62.1% | $37.62万 | 加仓 |
| IWM | ISHARES TR | $106.48万 | 0.49% | 3,544 | 773 | 27.9% | $23.22万 | 加仓 |
| VV | VANGUARD INDEX FDS | $108.43万 | 0.49% | 3,153 | 0 | 0.0% | — | 不变 |
| XLU | SELECT SECTOR SPDR TR | $109.98万 | 0.50% | 24,256 | -1,622 | -6.3% | -$7.35万 | 减仓 |
| WMT | WALMART INC | $111.95万 | 0.51% | 9,884 | -40 | -0.4% | -$4,530 | 减仓 |
| PFF | ISHARES TR | $112.95万 | 0.52% | 37,046 | -940 | -2.5% | -$2.87万 | 减仓 |
| BBN | BLACKROCK TAX MUNICPAL BD TR | $124.89万 | 0.57% | 77,237 | 3 | 0.0% | $49 | 加仓 |
| BUXX | EA SERIES TRUST | $128.12万 | 0.58% | 63,301 | 63,301 | — | $128.12万 | 新建仓 |
| SCHF | SCHWAB STRATEGIC TR | $133.26万 | 0.61% | 48,107 | 821 | 1.7% | $2.27万 | 加仓 |
| — | KRANESHARES TRUST | $151.71万 | 0.69% | 15,000 | 15,000 | — | $151.71万 | 新建仓 |
| MQY | BLACKROCK MUNIYILD QULT FD I | $155.31万 | 0.71% | 133,892 | 3 | 0.0% | $35 | 加仓 |
| GOOGL | ALPHABET INC | $161.68万 | 0.74% | 4,524 | 328 | 7.8% | $11.72万 | 加仓 |
| META | META PLATFORMS INC | $165.55万 | 0.76% | 2,939 | -97 | -3.2% | -$5.46万 | 减仓 |
| LQD | ISHARES TR | $165.79万 | 0.76% | 15,200 | 15,200 | — | $165.79万 | 新建仓 |
| SO | SOUTHERN CO | $171.74万 | 0.78% | 17,944 | 0 | 0.0% | — | 不变 |
| RH | RH | $172.97万 | 0.79% | 10,500 | 10,500 | — | $172.97万 | 新建仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $186.69万 | 0.85% | 2,500 | 0 | 0.0% | — | 不变 |