PREVAIL INNOVATIVE WEALTH ADVISORS, LLC
LEAWOOD KS · SEC CIK 0001989941
$5.94亿2026Q1 申报市值
178持仓数
18.3%前十大占比 · 第一大 2.3%
51 / 53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
JBND 新建仓+$1,363.33万
MLPA 新建仓+$829.49万
ROKU 新建仓+$763.02万
AVGO 加仓+$757.30万
CDNS 新建仓+$745.30万
2026Q1 卖出最多 按季末市值估算
FLBL 清仓-$1,690.01万
SRLN 减仓-$1,436.72万
VRTX 清仓-$707.83万
SPY 减仓-$700.35万
HELO 减仓-$690.52万
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 |
|---|---|---|---|---|---|---|---|---|
| FLBL | FRANKLIN TEMPLETON ETF TR | $0 | 0.00% | 0 | -721,609 | -100.0% | -$1,690.01万 | 清仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $0 | 0.00% | 0 | -15,613 | -100.0% | -$707.83万 | 清仓 |
| TLT | ISHARES TR | $0 | 0.00% | 0 | -78,264 | -100.0% | -$682.15万 | 清仓 |
| MA | MASTERCARD INCORPORATED | $0 | 0.00% | 0 | -10,531 | -100.0% | -$601.19万 | 清仓 |
| VST | VISTRA CORP | $0 | 0.00% | 0 | -34,898 | -100.0% | -$563.01万 | 清仓 |
| EXLS | EXLSERVICE HOLDINGS INC | $0 | 0.00% | 0 | -119,659 | -100.0% | -$507.83万 | 清仓 |
| SCHW | SCHWAB CHARLES CORP | $0 | 0.00% | 0 | -50,679 | -100.0% | -$506.33万 | 清仓 |
| SPGI | S&P GLOBAL INC | $0 | 0.00% | 0 | -9,451 | -100.0% | -$493.90万 | 清仓 |
| AVDE | AMERICAN CENTY ETF TR | $0 | 0.00% | 0 | -59,829 | -100.0% | -$492.51万 | 清仓 |
| EVR | EVERCORE INC | $0 | 0.00% | 0 | -14,450 | -100.0% | -$491.66万 | 清仓 |
| GFS | GLOBALFOUNDRIES INC | $0 | 0.00% | 0 | -137,640 | -100.0% | -$480.64万 | 清仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| HTGC | HERCULES CAPITAL INC | $0 | 0.00% | 0 | -239,614 | -100.0% | -$450.95万 | 清仓 |
| GPIX | GOLDMAN SACHS ETF TR | $0 | 0.00% | 0 | -84,091 | -100.0% | -$444.00万 | 清仓 |
| USDU | WISDOMTREE TR | $0 | 0.00% | 0 | -171,248 | -100.0% | -$441.82万 | 清仓 |
| MPLX | MPLX LP | $0 | 0.00% | 0 | -75,091 | -100.0% | -$400.76万 | 清仓 |
| XYLD | GLOBAL X FDS | $0 | 0.00% | 0 | -98,292 | -100.0% | -$399.36万 | 清仓 |
| WES | WESTERN MIDSTREAM PARTNERS L | $0 | 0.00% | 0 | -99,699 | -100.0% | -$393.81万 | 清仓 |
| CCL | CARNIVAL CORP | $0 | 0.00% | 0 | -128,102 | -100.0% | -$391.22万 | 清仓 |
| WAB | WABTEC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| EFC | ELLINGTON FINANCIAL INC | $0 | 0.00% | 0 | -241,273 | -100.0% | -$327.65万 | 清仓 |
| REM | ISHARES TR | $0 | 0.00% | 0 | -147,360 | -100.0% | -$326.84万 | 清仓 |
| BALI | BLACKROCK ETF TRUST | $0 | 0.00% | 0 | -102,684 | -100.0% | -$325.30万 | 清仓 |
| CLOA | BLACKROCK ETF TRUST II | $0 | 0.00% | 0 | -59,612 | -100.0% | -$308.46万 | 清仓 |
| NFJ | VIRTUS DIVIDEND INTEREST & P | $0 | 0.00% | 0 | -211,538 | -100.0% | -$272.67万 | 清仓 |
| XJQCX | NUVEEN CR STRATEGIES INCOME | $0 | 0.00% | 0 | -453,908 | -100.0% | -$227.86万 | 清仓 |
| XAODX | ABRDN TOTAL DYNAMIC DIVIDEND | $0 | 0.00% | 0 | -232,599 | -100.0% | -$226.78万 | 清仓 |
| XEVTX | EATON VANCE TAX ADVT DIV INC | $0 | 0.00% | 0 | -88,666 | -100.0% | -$223.26万 | 清仓 |
| XAWFX | ALLIANCEBERNSTEIN GLOBAL HIG | $0 | 0.00% | 0 | -207,247 | -100.0% | -$221.55万 | 清仓 |
| ETV | EATON VANCE TAX-MANAGED BUY- | $0 | 0.00% | 0 | -153,023 | -100.0% | -$219.74万 | 清仓 |
| DPG | DUFF & PHELPS UTLITY AND INF | $0 | 0.00% | 0 | -167,434 | -100.0% | -$212.81万 | 清仓 |
| HQH | ABRDN HEALTHCARE INVESTORS | $0 | 0.00% | 0 | -110,374 | -100.0% | -$209.05万 | 清仓 |
| WIW | WESTERN AST INFL LKD OPP & I | $0 | 0.00% | 0 | -238,911 | -100.0% | -$205.22万 | 清仓 |
| XEVVX | EATON VANCE LIMITED DURATION | $0 | 0.00% | 0 | -206,016 | -100.0% | -$204.16万 | 清仓 |
| RA | BROOKFIELD REAL ASSETS INCOM | $0 | 0.00% | 0 | -155,725 | -100.0% | -$201.82万 | 清仓 |
| JRI | NUVEEN REAL ASSET INCOME & G | $0 | 0.00% | 0 | -148,015 | -100.0% | -$201.45万 | 清仓 |
| LNC | LINCOLN NATL CORP IND | $0 | 0.00% | 0 | -45,131 | -100.0% | -$200.97万 | 清仓 |
| TRIN | TRINITY CAP INC | $0 | 0.00% | 0 | -136,762 | -100.0% | -$200.36万 | 清仓 |
| CVS | CVS HEALTH CORP | $0 | 0.00% | 0 | -25,144 | -100.0% | -$199.54万 | 清仓 |
| — | VIRTUS CONVERTIBLE & INC FD | $0 | 0.00% | 0 | -144,549 | -100.0% | -$199.19万 | 清仓 |
| JFR | NUVEEN FLOATING RATE INCOME | $0 | 0.00% | 0 | -252,524 | -100.0% | -$197.73万 | 清仓 |
| KYN | KAYNE ANDERSON ENERGY INFRST | $0 | 0.00% | 0 | -152,749 | -100.0% | -$189.10万 | 清仓 |
| WDI | WESTERN ASSET DIVERSIFIED IN | $0 | 0.00% | 0 | -135,929 | -100.0% | -$187.72万 | 清仓 |
| TGT | TARGET CORP | $0 | 0.00% | 0 | -17,322 | -100.0% | -$169.32万 | 清仓 |
| VICI | VICI PPTYS INC | $0 | 0.00% | 0 | -53,245 | -100.0% | -$149.72万 | 清仓 |
| DFIP | DIMENSIONAL ETF TRUST | $0 | 0.00% | 0 | -33,840 | -100.0% | -$140.62万 | 清仓 |
| PFXF | VANECK ETF TRUST | $0 | 0.00% | 0 | -79,064 | -100.0% | -$139.63万 | 清仓 |
| BXSL | BLACKSTONE SECD LENDING FD | $0 | 0.00% | 0 | -51,815 | -100.0% | -$136.43万 | 清仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $0 | 0.00% | 0 | -12,829 | -100.0% | -$102.29万 | 清仓 |
| BTZ | BLACKROCK CR ALLOCATION INCO | $0 | 0.00% | 0 | -91,191 | -100.0% | -$98.76万 | 清仓 |
| — | NUVEEN DOW 30 DYNMC OVERWRT | $0 | 0.00% | 0 | -57,026 | -100.0% | -$87.02万 | 清仓 |
| — | HONEYWELL INTL INC | $0 | 0.00% | 0 | -4,247 | -100.0% | -$82.86万 | 清仓 |
| CII | BLACKROCK ENHANCED LARGE CAP | $0 | 0.00% | 0 | -27,660 | -100.0% | -$64.64万 | 清仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $0 | 0.00% | 0 | -9,646 | -100.0% | -$57.81万 | 清仓 |
| LLY | ELI LILLY & CO | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| TMO | THERMO FISHER SCIENTIFIC INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ORCL | ORACLE CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ADX | ADAMS DIVERSIFIED EQUITY FD | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| WM | WASTE MGMT INC DEL | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| VGT | VANGUARD WORLD FD | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| AGNC | AGNC INVT CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | CLEARSIGN TECHNOLOGIES CORP | $0 | 0.00% | 0 | -38,306 | -100.0% | -$2.13万 | 清仓 |
| — | CUE BIOPHARMA INC | $4,365 | 0.00% | 18,987 | 0 | 0.0% | — | 不变 |
| — | MOBILE INFRASTRUCTURE CORP | $3.88万 | 0.01% | 17,329 | 0 | 0.0% | — | 不变 |
| — | PSQ HOLDINGS INC | $6.14万 | 0.01% | 115,810 | 0 | 0.0% | — | 不变 |
| IVV | ISHARES TR | $20.97万 | 0.04% | 321 | 321 | — | $20.97万 | 新建仓 |
| GLD | SPDR GOLD TR | $21.21万 | 0.04% | 493 | 493 | — | $21.21万 | 新建仓 |
| JCPI | J P MORGAN EXCHANGE TRADED F | $21.46万 | 0.04% | 4,435 | 4,435 | — | $21.46万 | 新建仓 |
| ABBV | ABBVIE INC | $21.60万 | 0.04% | 993 | -6,169 | -86.1% | -$134.17万 | 减仓 |
| CTOS | CUSTOM TRUCK ONE SOURCE INC | $21.83万 | 0.04% | 33,221 | 33,221 | — | $21.83万 | 新建仓 |
| QYLD | GLOBAL X FDS | $21.83万 | 0.04% | 12,728 | -220,350 | -94.5% | -$377.90万 | 减仓 |
| META | META PLATFORMS INC | $22.08万 | 0.04% | 386 | -10,208 | -96.4% | -$584.03万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $22.54万 | 0.04% | 373 | -3,836 | -91.1% | -$231.84万 | 减仓 |
| ITOT | ISHARES TR | $22.79万 | 0.04% | 1,600 | 0 | 0.0% | — | 不变 |
| DELL | DELL TECHNOLOGIES INC | $22.86万 | 0.04% | 1,393 | -7,705 | -84.7% | -$126.46万 | 减仓 |
| SO | SOUTHERN CO | $23.32万 | 0.04% | 2,416 | 11 | 0.5% | $1,062 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $24.22万 | 0.04% | 9,787 | 455 | 4.9% | $1.13万 | 加仓 |
| TMUS | T-MOBILE US INC | $25.01万 | 0.04% | 1,191 | 1,191 | — | $25.01万 | 新建仓 |
| SLB | SLB LIMITED | $25.95万 | 0.04% | 5,050 | 5,050 | — | $25.95万 | 新建仓 |
| ADBE | ADOBE INC | $26.08万 | 0.04% | 1,073 | 1,073 | — | $26.08万 | 新建仓 |
| SPYM | SPDR SERIES TRUST | $26.50万 | 0.04% | 3,462 | 3,462 | — | $26.50万 | 新建仓 |
| VXUS | VANGUARD STAR FDS | $26.87万 | 0.05% | 3,484 | 3,484 | — | $26.87万 | 新建仓 |
| BRO | BROWN & BROWN INC | $26.96万 | 0.05% | 4,134 | -103 | -2.4% | -$6,717 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $27.45万 | 0.05% | 1,712 | -1,577 | -47.9% | -$25.28万 | 减仓 |
| DAR | DARLING INGREDIENTS INC | $27.72万 | 0.05% | 4,482 | 4,482 | — | $27.72万 | 新建仓 |
| VO | VANGUARD INDEX FDS | $29.32万 | 0.05% | 1,021 | -35 | -3.3% | -$1.01万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $29.41万 | 0.05% | 1,499 | 0 | 0.0% | — | 不变 |
| COP | CONOCOPHILLIPS | $29.46万 | 0.05% | 2,232 | -76 | -3.3% | -$1.00万 | 减仓 |
| IWF | ISHARES TR | $29.81万 | 0.05% | 699 | 0 | 0.0% | — | 不变 |
| VZ | VERIZON COMMUNICATIONS INC | $30.31万 | 0.05% | 6,037 | -39,401 | -86.7% | -$197.79万 | 减仓 |
| BSCS | INVESCO EXCH TRD SLF IDX FD | $30.79万 | 0.05% | 15,075 | -1,458 | -8.8% | -$2.98万 | 减仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $30.97万 | 0.05% | 5,579 | 331 | 6.3% | $1.84万 | 加仓 |
| USFR | WISDOMTREE TR | $31.10万 | 0.05% | 6,178 | -20,516 | -76.9% | -$103.28万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $32.06万 | 0.05% | 734 | 32 | 4.6% | $1.40万 | 加仓 |
| TSLA | TESLA INC | $32.49万 | 0.05% | 874 | -39 | -4.3% | -$1.45万 | 减仓 |
| BUFR | FIRST TR EXCHNG TRADED FD VI | $32.78万 | 0.06% | 9,706 | -9,705 | -50.0% | -$32.77万 | 减仓 |
| SF | STIFEL FINL CORP | $33.26万 | 0.06% | 4,500 | 4,500 | — | $33.26万 | 新建仓 |
| AMD | ADVANCED MICRO DEVICES INC | $37.37万 | 0.06% | 1,837 | 50 | 2.8% | $1.02万 | 加仓 |
| IEFA | ISHARES TR | $37.57万 | 0.06% | 4,150 | -21 | -0.5% | -$1,901 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $39.27万 | 0.07% | 12,800 | 0 | 0.0% | — | 不变 |