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 |
|---|---|---|---|---|---|---|---|---|
| UFO | PROCURE ETF TRUST II | $32.43万 | 0.15% | 6,400 | 6,400 | — | $32.43万 | 新建仓 |
| DIA | STATE STR SPDR DOW JONES IND | $32.07万 | 0.15% | 614 | 114 | 22.8% | $5.96万 | 加仓 |
| ZROZ | PIMCO ETF TR | $32.05万 | 0.15% | 5,000 | 5,000 | — | $32.05万 | 新建仓 |
| EIX | EDISON INTL | $31.28万 | 0.14% | 4,201 | 0 | 0.0% | — | 不变 |
| UNH | UNITEDHEALTH GROUP INC | $29.72万 | 0.14% | 715 | 715 | — | $29.72万 | 新建仓 |
| IHI | ISHARES TR | $29.42万 | 0.13% | 5,955 | -232 | -3.7% | -$1.15万 | 减仓 |
| ET | ENERGY TRANSFER L P | $28.68万 | 0.13% | 15,000 | 0 | 0.0% | — | 不变 |
| CAT | CATERPILLAR INC | $28.33万 | 0.13% | 266 | -2,000 | -88.3% | -$212.98万 | 重新持有 |
| AMAT | APPLIED MATLS INC | $27.91万 | 0.13% | 386 | 386 | — | $27.91万 | 新建仓 |
| IHF | ISHARES TR | $24.90万 | 0.11% | 4,500 | 0 | 0.0% | — | 重新持有 |
| COF | CAPITAL ONE FINL CORP | $24.15万 | 0.11% | 1,204 | 0 | 0.0% | — | 不变 |
| JPM | JPMORGAN CHASE & CO | $22.16万 | 0.10% | 677 | -6 | -0.9% | -$1,964 | 重新持有 |
| MSTR | STRATEGY INC | $21.66万 | 0.10% | 2,492 | 0 | 0.0% | — | 不变 |
| NGG | NATIONAL GRID PLC | $21.31万 | 0.10% | 2,572 | 0 | 0.0% | — | 不变 |
| MSI | MOTOROLA SOLUTIONS INC | $20.85万 | 0.10% | 502 | 0 | 0.0% | — | 不变 |
| ROBO | EXCHANGE TRADED CONCEPTS TRU | $20.13万 | 0.09% | 2,350 | 2,350 | — | $20.13万 | 新建仓 |
| SJM | SMUCKER J M CO | $20.10万 | 0.09% | 1,787 | 1,787 | — | $20.10万 | 新建仓 |
| — | EATON VANCE RISK-MANAGED DIV | $13.30万 | 0.06% | 16,083 | 4 | 0.0% | $33 | 加仓 |
| SG | SWEETGREEN INC | $8.81万 | 0.04% | 10,000 | 10,000 | — | $8.81万 | 新建仓 |
| USA | LIBERTY ALL STAR EQUITY FD | $7.19万 | 0.03% | 12,376 | -125 | -1.0% | -$726 | 减仓 |
| POWW | OUTDOOR HOLDING CO | $3.26万 | 0.01% | 14,300 | 0 | 0.0% | — | 不变 |
| — | WETOUCH TECHNOLOGY INC | $2.42万 | 0.01% | 20,000 | -1,500 | -7.0% | -$1,815 | 减仓 |
| NAK | NORTHERN DYNASTY MINERALS LT | $1.92万 | 0.01% | 10,000 | 0 | 0.0% | — | 不变 |
| — | ESS TECH INC | $1.57万 | 0.01% | 16,500 | 0 | 0.0% | — | 不变 |
| — | TELA BIO INC | $1.52万 | 0.01% | 20,300 | 20,300 | — | $1.52万 | 新建仓 |
| — | 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 |