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 |
|---|---|---|---|---|---|---|---|---|
| FDVV | FIDELITY COVINGTON TRUST | $195.96万 | 0.89% | 32,503 | -1,544 | -4.5% | -$9.31万 | 减仓 |
| XLP | SELECT SECTOR SPDR TR | $199.06万 | 0.91% | 23,963 | -826 | -3.3% | -$6.86万 | 减仓 |
| — | VS TRUST | $202.40万 | 0.92% | 655,000 | 655,000 | — | $202.40万 | 新建仓 |
| TLT | ISHARES TR | $223.12万 | 1.02% | 25,818 | 25,818 | — | $223.12万 | 新建仓 |
| USHY | ISHARES TR | $228.41万 | 1.04% | 61,700 | 25,000 | 68.1% | $92.55万 | 加仓 |
| HQY | HEALTHEQUITY INC | $230.32万 | 1.05% | 25,500 | 25,500 | — | $230.32万 | 新建仓 |
| XHB | SPDR SERIES TRUST | $242.10万 | 1.10% | 20,950 | 20,950 | — | $242.10万 | 新建仓 |
| CLOZ | SERIES PORTFOLIOS TR | $244.25万 | 1.11% | 92,450 | 41,000 | 79.7% | $108.32万 | 加仓 |
| BRKR | BRUKER CORP | $249.75万 | 1.14% | 41,500 | 41,500 | — | $249.75万 | 新建仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $251.72万 | 1.15% | 21,575 | -3,593 | -14.3% | -$41.92万 | 减仓 |
| XLRE | SELECT SECTOR SPDR TR | $251.85万 | 1.15% | 57,200 | 57,200 | — | $251.85万 | 新建仓 |
| DBJP | DBX ETF TR | $252.54万 | 1.15% | 22,000 | 22,000 | — | $252.54万 | 新建仓 |
| JNJ | JOHNSON & JOHNSON | $265.75万 | 1.21% | 10,464 | -300 | -2.8% | -$7.62万 | 减仓 |
| — | SERIES PORTFOLIOS TR | $293.68万 | 1.34% | 114,650 | 102,200 | 820.9% | $261.79万 | 加仓 |
| — | SCHMID GROUP N.V. | $314.60万 | 1.43% | 502,560 | 502,560 | — | $314.60万 | 新建仓 |
| LLY | ELI LILLY & CO | $319.77万 | 1.46% | 2,666 | 2,402 | 909.8% | $288.10万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $321.21万 | 1.46% | 36,597 | 1,317 | 3.7% | $11.56万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $349.12万 | 1.59% | 19,298 | 1,585 | 8.9% | $28.67万 | 加仓 |
| FVAL | FIDELITY COVINGTON TRUST | $364.72万 | 1.66% | 46,798 | 1,175 | 2.6% | $9.16万 | 加仓 |
| XLV | SELECT SECTOR SPDR TR | $367.55万 | 1.68% | 23,166 | 21,073 | 1,006.8% | $334.34万 | 加仓 |
| FUTY | FIDELITY COVINGTON TRUST | $382.21万 | 1.74% | 65,425 | -28,900 | -30.6% | -$168.83万 | 减仓 |
| INTC | INTEL CORP | $413.43万 | 1.89% | 29,609 | 29,609 | — | $413.43万 | 新建仓 |
| MRVL | MARVELL TECHNOLOGY INC | $435.31万 | 1.99% | 14,613 | 14,613 | — | $435.31万 | 新建仓 |
| NVDA | NVIDIA CORPORATION | $454.79万 | 2.07% | 22,729 | 185 | 0.8% | $3.70万 | 加仓 |
| GOOG | ALPHABET INC | $552.68万 | 2.52% | 15,642 | 475 | 3.1% | $16.78万 | 加仓 |
| FBND | FIDELITY MERRIMACK STR TR | $574.99万 | 2.62% | 126,399 | 284 | 0.2% | $1.29万 | 加仓 |
| AAPL | APPLE INC | $625.89万 | 2.85% | 21,630 | 39 | 0.2% | $1.13万 | 加仓 |
| AMZN | AMAZON COM INC | $639.87万 | 2.92% | 26,847 | 4,175 | 18.4% | $99.51万 | 加仓 |
| AXGN | AXOGEN INC | $651.32万 | 2.97% | 141,009 | 1,809 | 1.3% | $8.36万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $957.25万 | 4.37% | 8,293 | -6,795 | -45.0% | -$784.34万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $969.70万 | 4.42% | 112,573 | 52,237 | 86.6% | $449.97万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $1,052.89万 | 4.80% | 15,330 | 2,011 | 15.1% | $138.12万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $1,068.76万 | 4.87% | 18,398 | -3,180 | -14.7% | -$184.73万 | 减仓 |
| LRCX | LAM RESEARCH CORP | $1,133.01万 | 5.17% | 26,147 | -6,925 | -20.9% | -$300.08万 | 减仓 |
| FTEC | FIDELITY COVINGTON TRUST | $1,178.06万 | 5.37% | 41,251 | 4,796 | 13.2% | $136.97万 | 加仓 |