PRIMORIS WEALTH ADVISORS, LLC
North Palm Beach FL · SEC CIK 0001909619
$1.43亿2026Q1 申报市值
96持仓数
40.8%前十大占比 · 第一大 5.6%
10 / 22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
FUTY 加仓+$387.80万
TEUCRIUM COMMODI 新建仓+$236.44万
MOO 新建仓+$232.38万
TEUCRIUM COMMODI 新建仓+$194.45万
MQY 加仓+$96.39万
2026Q1 卖出最多 按季末市值估算
SLV 清仓-$348.38万
HII 清仓-$273.76万
CRWD 减仓-$260.05万
META 减仓-$249.62万
GDX 清仓-$234.15万
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 |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | $795.89万 | 5.58% | 13,319 | 278 | 2.1% | $16.61万 | 加仓 |
| FTEC | FIDELITY COVINGTON TRUST | $758.46万 | 5.31% | 36,455 | -136 | -0.4% | -$2.83万 | 减仓 |
| LRCX | LAM RESEARCH CORP | $706.61万 | 4.95% | 33,072 | 0 | 0.0% | — | 不变 |
| FBND | FIDELITY MERRIMACK STR TR | $575.34万 | 4.03% | 126,115 | 474 | 0.4% | $2.16万 | 加仓 |
| FUTY | FIDELITY COVINGTON TRUST | $557.18万 | 3.90% | 94,325 | 65,650 | 228.9% | $387.80万 | 加仓 |
| AAPL | APPLE INC | $547.96万 | 3.84% | 21,591 | -275 | -1.3% | -$6.98万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $509.73万 | 3.57% | 15,088 | -565 | -3.6% | -$19.09万 | 减仓 |
| AMZN | AMAZON COM INC | $472.19万 | 3.31% | 22,672 | 563 | 2.5% | $11.73万 | 加仓 |
| AXGN | AXOGEN INC | $461.17万 | 3.23% | 139,200 | -200 | -0.1% | -$6,626 | 减仓 |
| VUG | VANGUARD INDEX FDS | $439.23万 | 3.08% | 10,056 | 1,022 | 11.3% | $44.64万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $438.96万 | 3.08% | 21,578 | -99 | -0.5% | -$2.01万 | 减仓 |
| GOOG | ALPHABET INC | $435.08万 | 3.05% | 15,167 | 125 | 0.8% | $3.59万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $393.17万 | 2.75% | 22,544 | -2,835 | -11.2% | -$49.44万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $368.16万 | 2.58% | 25,168 | -1,882 | -7.0% | -$27.53万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $327.68万 | 2.30% | 35,280 | 74 | 0.2% | $6,873 | 加仓 |
| FVAL | FIDELITY COVINGTON TRUST | $316.62万 | 2.22% | 45,623 | -719 | -1.6% | -$4.99万 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $292.87万 | 2.05% | 17,713 | 0 | 0.0% | — | 不变 |
| JNJ | JOHNSON & JOHNSON | $263.12万 | 1.84% | 10,764 | -104 | -1.0% | -$2.54万 | 减仓 |
| — | TEUCRIUM COMMODITY TR | $236.44万 | 1.66% | 128,500 | 128,500 | — | $236.44万 | 新建仓 |
| MOO | VANECK ETF TRUST | $232.38万 | 1.63% | 27,500 | 27,500 | — | $232.38万 | 新建仓 |
| DGX | QUEST DIAGNOSTICS INC | $210.68万 | 1.48% | 10,750 | -1,750 | -14.0% | -$34.30万 | 减仓 |
| XLP | SELECT SECTOR SPDR TR | $203.23万 | 1.42% | 24,789 | 1,038 | 4.4% | $8.51万 | 加仓 |
| — | TEUCRIUM COMMODITY TR | $194.45万 | 1.36% | 82,500 | 82,500 | — | $194.45万 | 新建仓 |
| FDVV | FIDELITY COVINGTON TRUST | $188.08万 | 1.32% | 34,047 | -1,065 | -3.0% | -$5.88万 | 减仓 |
| MSFT | MICROSOFT CORP | $181.35万 | 1.27% | 4,899 | -1,828 | -27.2% | -$67.67万 | 减仓 |
| GLD | SPDR GOLD TR | $177.28万 | 1.24% | 4,120 | -3,202 | -43.7% | -$137.78万 | 减仓 |
| META | META PLATFORMS INC | $173.70万 | 1.22% | 3,036 | -4,363 | -59.0% | -$249.62万 | 减仓 |
| SO | SOUTHERN CO | $173.20万 | 1.21% | 17,944 | 0 | 0.0% | — | 不变 |
| SPY | STATE STR SPDR S&P 500 ETF T | $162.59万 | 1.14% | 2,500 | 0 | 0.0% | — | 不变 |
| MQY | BLACKROCK MUNIYILD QULT FD I | $147.01万 | 1.03% | 133,889 | 87,788 | 190.4% | $96.39万 | 加仓 |
| TSLA | TESLA INC | $139.85万 | 0.98% | 3,762 | -765 | -16.9% | -$28.44万 | 减仓 |
| USHY | ISHARES TR | $135.20万 | 0.95% | 36,700 | -3,500 | -8.7% | -$12.89万 | 减仓 |
| CLOZ | SERIES PORTFOLIOS TR | $131.97万 | 0.92% | 51,450 | 0 | 0.0% | — | 不变 |
| BBN | BLACKROCK TAX MUNICPAL BD TR | $124.89万 | 0.88% | 77,234 | -2,999 | -3.7% | -$4.85万 | 减仓 |
| WMT | WALMART INC | $123.34万 | 0.86% | 9,924 | -87 | -0.9% | -$1.08万 | 减仓 |
| GOOGL | ALPHABET INC | $120.66万 | 0.85% | 4,196 | -784 | -15.7% | -$22.54万 | 减仓 |
| XLU | SELECT SECTOR SPDR TR | $118.75万 | 0.83% | 25,878 | 738 | 2.9% | $3.39万 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $117.03万 | 0.82% | 47,286 | 4,422 | 10.3% | $10.94万 | 加仓 |
| PFF | ISHARES TR | $115.17万 | 0.81% | 37,986 | 940 | 2.5% | $2.85万 | 加仓 |
| VV | VANGUARD INDEX FDS | $94.23万 | 0.66% | 3,153 | 0 | 0.0% | — | 不变 |
| IJH | ISHARES TR | $84.27万 | 0.59% | 12,479 | 65 | 0.5% | $4,389 | 加仓 |
| GFI | GOLD FIELDS LTD | $79.48万 | 0.56% | 17,507 | 0 | 0.0% | — | 不变 |
| V | VISA INC | $77.86万 | 0.55% | 2,576 | -2 | -0.1% | -$604 | 减仓 |
| NZF | NUVEEN MUN CR INCOME FD | $74.00万 | 0.52% | 60,755 | 0 | 0.0% | — | 不变 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $70.73万 | 0.50% | 1,476 | 392 | 36.2% | $18.78万 | 加仓 |
| IWM | ISHARES TR | $68.72万 | 0.48% | 2,771 | -205 | -6.9% | -$5.08万 | 减仓 |
| TJX | TJX COS INC NEW | $63.88万 | 0.45% | 4,000 | 0 | 0.0% | — | 不变 |
| BA | BOEING CO | $58.59万 | 0.41% | 2,944 | -187 | -6.0% | -$3.72万 | 减仓 |
| — | NUVEEN DYNAMIC MUN OPPORTUNI | $56.12万 | 0.39% | 54,541 | 1 | 0.0% | $10 | 加仓 |
| SRLN | SSGA ACTIVE ETF TR | $55.61万 | 0.39% | 13,854 | -1,214 | -8.1% | -$4.87万 | 减仓 |
| IJR | ISHARES TR | $54.73万 | 0.38% | 4,402 | 0 | 0.0% | — | 不变 |
| CRWD | CROWDSTRIKE HLDGS INC | $54.42万 | 0.38% | 1,394 | -6,661 | -82.7% | -$260.05万 | 减仓 |
| WM | WASTE MGMT INC DEL | $50.65万 | 0.35% | 2,204 | -125 | -5.4% | -$2.87万 | 减仓 |
| — | HONEYWELL INTL INC | $50.54万 | 0.35% | 2,236 | 0 | 0.0% | — | 不变 |
| HD | HOME DEPOT INC | $50.19万 | 0.35% | 1,526 | -2 | -0.1% | -$658 | 减仓 |
| HYG | ISHARES TR | $48.93万 | 0.34% | 6,150 | 0 | 0.0% | — | 不变 |
| IVV | ISHARES TR | $48.07万 | 0.34% | 736 | 190 | 34.8% | $12.41万 | 加仓 |
| QQQ | INVESCO QQQ TR | $47.96万 | 0.34% | 831 | 1 | 0.1% | $577 | 加仓 |
| GIS | GENERAL MILLS INC | $46.31万 | 0.32% | 12,441 | 0 | 0.0% | — | 不变 |
| DVY | ISHARES TR | $45.82万 | 0.32% | 3,026 | 0 | 0.0% | — | 不变 |
| MS | MORGAN STANLEY | $42.25万 | 0.30% | 2,567 | 232 | 9.9% | $3.82万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $40.96万 | 0.29% | 3,082 | 0 | 0.0% | — | 不变 |
| HYLS | FIRST TR EXCHANGE-TRADED FD | $40.57万 | 0.28% | 10,000 | 0 | 0.0% | — | 不变 |
| — | GLOBAL X FDS | $40.12万 | 0.28% | 10,500 | 10,500 | — | $40.12万 | 新建仓 |
| HACK | AMPLIFY ETF TR | $38.66万 | 0.27% | 5,148 | -7,535 | -59.4% | -$56.58万 | 减仓 |
| FIDU | FIDELITY COVINGTON TRUST | $37.42万 | 0.26% | 4,325 | -300 | -6.5% | -$2.60万 | 减仓 |
| DE | DEERE & CO | $36.67万 | 0.26% | 651 | -25 | -3.7% | -$1.41万 | 减仓 |
| UTF | COHEN & STEERS INFRASTRUCTUR | $35.45万 | 0.25% | 13,697 | -177 | -1.3% | -$4,581 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $34.98万 | 0.25% | 1,443 | -2 | -0.1% | -$485 | 减仓 |
| IHI | ISHARES TR | $33.01万 | 0.23% | 6,187 | 1 | 0.0% | $53 | 加仓 |
| — | SERIES PORTFOLIOS TR | $31.83万 | 0.22% | 12,450 | 1,200 | 10.7% | $3.07万 | 加仓 |
| MSTR | STRATEGY INC | $31.10万 | 0.22% | 2,492 | 1,742 | 232.3% | $21.74万 | 重新持有 |
| EIX | EDISON INTL | $30.74万 | 0.22% | 4,201 | 0 | 0.0% | — | 不变 |
| XLV | SELECT SECTOR SPDR TR | $30.68万 | 0.21% | 2,093 | -119 | -5.4% | -$1.74万 | 减仓 |
| AAAU | GOLDMAN SACHS PHYSICAL GOLD | $30.14万 | 0.21% | 6,525 | 0 | 0.0% | — | 不变 |
| VWO | VANGUARD INTL EQUITY INDEX F | $29.74万 | 0.21% | 5,502 | 0 | 0.0% | — | 不变 |
| ET | ENERGY TRANSFER L P | $28.95万 | 0.20% | 15,000 | -5,500 | -26.8% | -$10.62万 | 减仓 |
| KRE | SPDR SERIES TRUST | $28.34万 | 0.20% | 4,350 | -1,300 | -23.0% | -$8.47万 | 减仓 |
| SPMO | INVESCO EXCH TRADED FD TR II | $27.08万 | 0.19% | 2,415 | -125 | -4.9% | -$1.40万 | 减仓 |
| — | TEUCRIUM COMMODITY TR | $26.10万 | 0.18% | 25,000 | 25,000 | — | $26.10万 | 新建仓 |
| MGV | VANGUARD WORLD FD | $25.57万 | 0.18% | 1,764 | 191 | 12.1% | $2.77万 | 重新持有 |
| THC | TENET HEALTHCARE CORP | $24.57万 | 0.17% | 1,302 | -1,700 | -56.6% | -$32.08万 | 减仓 |
| LLY | ELI LILLY & CO | $24.28万 | 0.17% | 264 | 0 | 0.0% | — | 不变 |
| TPYP | TORTOISE CAPITAL SERIES TRUS | $23.30万 | 0.16% | 5,500 | 5,500 | — | $23.30万 | 新建仓 |
| DIA | STATE STR SPDR DOW JONES IND | $23.16万 | 0.16% | 500 | 0 | 0.0% | — | 不变 |
| LMT | LOCKHEED MARTIN CORP | $22.08万 | 0.15% | 365 | 365 | — | $22.08万 | 新建仓 |
| COF | CAPITAL ONE FINL CORP | $21.96万 | 0.15% | 1,204 | 0 | 0.0% | — | 不变 |
| MSI | MOTOROLA SOLUTIONS INC | $21.79万 | 0.15% | 502 | 0 | 0.0% | — | 重新持有 |
| NGG | NATIONAL GRID PLC | $21.76万 | 0.15% | 2,572 | 2,572 | — | $21.76万 | 新建仓 |
| — | EATON VANCE RISK-MANAGED DIV | $13.14万 | 0.09% | 16,079 | 4 | 0.0% | $33 | 加仓 |
| PHAT | PHATHOM PHARMACEUTICALS INC | $12.72万 | 0.09% | 11,449 | 11,449 | — | $12.72万 | 新建仓 |
| USA | LIBERTY ALL STAR EQUITY FD | $6.94万 | 0.05% | 12,501 | -413 | -3.2% | -$2,292 | 减仓 |
| POWW | OUTDOOR HOLDING CO | $2.87万 | 0.02% | 14,300 | -4,500 | -23.9% | -$9,045 | 减仓 |
| — | WETOUCH TECHNOLOGY INC | $2.76万 | 0.02% | 21,500 | 0 | 0.0% | — | 不变 |
| — | ESS TECH INC | $1.93万 | 0.01% | 16,500 | 6,500 | 65.0% | $7,605 | 加仓 |
| NAK | NORTHERN DYNASTY MINERALS LT | $1.40万 | 0.01% | 10,000 | 10,000 | — | $1.40万 | 新建仓 |
| SLV | ISHARES SILVER TR | $0 | 0.00% | 0 | -54,080 | -100.0% | -$348.38万 | 清仓 |
| PINK | SIMPLIFY EXCHANGE TRADED FUN | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| HII | HUNTINGTON INGALLS INDS INC | $0 | 0.00% | 0 | -8,050 | -100.0% | -$273.76万 | 清仓 |
| GDX | VANECK ETF TRUST | $0 | 0.00% | 0 | -27,300 | -100.0% | -$234.15万 | 清仓 |