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 |
|---|---|---|---|---|---|---|---|---|
| ET | ENERGY TRANSFER L P | $40.70万 | 0.07% | 21,089 | -2,977 | -12.4% | -$5.75万 | 减仓 |
| V | VISA INC | $48.78万 | 0.08% | 1,614 | -67 | -4.0% | -$2.03万 | 减仓 |
| HELO | J P MORGAN EXCHANGE TRADED F | $50.53万 | 0.09% | 7,907 | -108,045 | -93.2% | -$690.52万 | 减仓 |
| WMT | WALMART INC | $51.13万 | 0.09% | 4,114 | -280 | -6.4% | -$3.48万 | 减仓 |
| SCHZ | SCHWAB STRATEGIC TR | $53.12万 | 0.09% | 22,879 | 2,626 | 13.0% | $6.10万 | 加仓 |
| IEF | ISHARES TR | $60.59万 | 0.10% | 6,349 | 1,124 | 21.5% | $10.73万 | 加仓 |
| SRLN | SSGA ACTIVE ETF TR | $67.94万 | 0.11% | 16,926 | -357,928 | -95.5% | -$1,436.72万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $72.74万 | 0.12% | 1,518 | -181 | -10.7% | -$8.67万 | 减仓 |
| NLR | VANECK ETF TRUST | $82.28万 | 0.14% | 6,178 | 6,178 | — | $82.28万 | 新建仓 |
| AIQ | GLOBAL X FDS | $85.57万 | 0.14% | 18,336 | 18,336 | — | $85.57万 | 新建仓 |
| MDLZ | MONDELEZ INTL INC | $88.44万 | 0.15% | 15,343 | 15,343 | — | $88.44万 | 新建仓 |
| VNLA | JANUS DETROIT STR TR | $90.80万 | 0.15% | 18,584 | 765 | 4.3% | $3.74万 | 加仓 |
| PFFA | ETFIS SER TR I | $96.12万 | 0.16% | 47,211 | -215,834 | -82.1% | -$439.44万 | 减仓 |
| SPY | SPDR S&P 500 ETF TR | $96.77万 | 0.16% | 1,488 | -10,769 | -87.9% | -$700.35万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $103.08万 | 0.17% | 3,213 | -14 | -0.4% | -$4,491 | 减仓 |
| SPDW | SPDR INDEX SHS FDS | $107.81万 | 0.18% | 23,616 | 1,284 | 5.7% | $5.86万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $112.93万 | 0.19% | 1,335 | 664 | 99.0% | $56.17万 | 加仓 |
| JEMB | JANUS DETROIT STR TR | $117.72万 | 0.20% | 22,440 | 22,440 | — | $117.72万 | 新建仓 |
| AVY | AVERY DENNISON CORP | $118.39万 | 0.20% | 6,856 | 6,856 | — | $118.39万 | 新建仓 |
| PULS | PGIM ETF TR | $119.19万 | 0.20% | 24,079 | 2,092 | 9.5% | $10.36万 | 加仓 |
| QQQ | INVESCO QQQ TR | $129.23万 | 0.22% | 2,239 | -2 | -0.1% | -$1,154 | 减仓 |
| AMLP | ALPS ETF TR | $131.15万 | 0.22% | 24,915 | -36,075 | -59.1% | -$189.90万 | 减仓 |
| SCHB | SCHWAB STRATEGIC TR | $137.08万 | 0.23% | 54,614 | 3,382 | 6.6% | $8.49万 | 加仓 |
| AVDV | AMERICAN CENTY ETF TR | $142.91万 | 0.24% | 14,311 | 14,311 | — | $142.91万 | 新建仓 |
| AVIG | AMERICAN CENTY ETF TR | $147.22万 | 0.25% | 35,441 | 1,791 | 5.3% | $7.44万 | 加仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $147.43万 | 0.25% | 38,373 | 16,474 | 75.2% | $63.29万 | 加仓 |
| JSI | JANUS DETROIT STR TR | $148.64万 | 0.25% | 28,835 | -34,496 | -54.5% | -$177.83万 | 减仓 |
| CSPF | COHEN & STEERS ETF TRUST | $148.88万 | 0.25% | 58,077 | 58,077 | — | $148.88万 | 新建仓 |
| GOOGL | ALPHABET INC | $149.51万 | 0.25% | 5,199 | 28 | 0.5% | $8,052 | 加仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $149.85万 | 0.25% | 31,186 | 6,007 | 23.9% | $28.86万 | 加仓 |
| CNS | COHEN & STEERS INC | $162.64万 | 0.27% | 26,002 | 26,002 | — | $162.64万 | 新建仓 |
| JNJ | JOHNSON & JOHNSON | $166.36万 | 0.28% | 6,806 | 295 | 4.5% | $7.21万 | 加仓 |
| QGRO | AMERICAN CENTY ETF TR | $168.08万 | 0.28% | 16,003 | -3,758 | -19.0% | -$39.47万 | 减仓 |
| ICSH | ISHARES TR | $169.44万 | 0.29% | 33,473 | -77,298 | -69.8% | -$391.28万 | 减仓 |
| RAAX | VANECK ETF TRUST | $170.23万 | 0.29% | 41,816 | 9,002 | 27.4% | $36.65万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $184.40万 | 0.31% | 25,925 | -5,395 | -17.2% | -$38.37万 | 减仓 |
| BSJS | INVESCO EXCH TRD SLF IDX FD | $195.36万 | 0.33% | 90,092 | 4,292 | 5.0% | $9.31万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $199.66万 | 0.34% | 7,379 | 7,379 | — | $199.66万 | 新建仓 |
| — | NEOS ETF TRUST | $199.67万 | 0.34% | 42,304 | 42,304 | — | $199.67万 | 新建仓 |
| KORP | AMERICAN CENTY ETF TR | $200.98万 | 0.34% | 43,120 | 13,252 | 44.4% | $61.77万 | 加仓 |
| STWD | STARWOOD PPTY TR INC | $211.74万 | 0.36% | 122,959 | 41,919 | 51.7% | $72.18万 | 加仓 |
| IQQQ | PROSHARES TR | $214.39万 | 0.36% | 51,422 | 51,422 | — | $214.39万 | 新建仓 |
| — | LXP INDUSTRIAL TRUST | $214.82万 | 0.36% | 46,438 | 46,438 | — | $214.82万 | 新建仓 |
| ISPY | PROSHARES TR | $216.05万 | 0.36% | 49,840 | 49,840 | — | $216.05万 | 新建仓 |
| APLE | APPLE HOSPITALITY REIT INC | $216.14万 | 0.36% | 187,783 | 187,783 | — | $216.14万 | 新建仓 |
| KO | COCA COLA CO | $218.97万 | 0.37% | 28,793 | 28,793 | — | $218.97万 | 新建仓 |
| JBBB | JANUS DETROIT STR TR | $220.62万 | 0.37% | 47,338 | 6,840 | 16.9% | $31.88万 | 加仓 |
| VRP | INVESCO EXCH TRADED FD TR II | $220.64万 | 0.37% | 92,012 | 6,441 | 7.5% | $15.45万 | 加仓 |
| EVSD | MORGAN STANLEY ETF TRUST | $221.83万 | 0.37% | 43,548 | -14,138 | -24.5% | -$72.02万 | 减仓 |
| XEL | XCEL ENERGY INC | $222.18万 | 0.37% | 27,968 | 27,968 | — | $222.18万 | 新建仓 |
| O | REALTY INCOME CORP | $222.84万 | 0.38% | 36,423 | 7,585 | 26.3% | $46.40万 | 加仓 |
| DFIV | DIMENSIONAL ETF TRUST | $224.23万 | 0.38% | 42,484 | 9,846 | 30.2% | $51.97万 | 加仓 |
| TNL | TRAVEL PLUS LEISURE CO | $224.25万 | 0.38% | 32,411 | 3,092 | 10.5% | $21.39万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $225.64万 | 0.38% | 3,776 | -1,264 | -25.1% | -$75.53万 | 减仓 |
| USB | US BANCORP DEL | $226.52万 | 0.38% | 43,553 | 5,454 | 14.3% | $28.37万 | 加仓 |
| HD | HOME DEPOT INC | $228.39万 | 0.38% | 6,944 | 6,082 | 705.6% | $200.04万 | 加仓 |
| KEY | KEYCORP | $230.37万 | 0.39% | 114,897 | 13,712 | 13.6% | $27.49万 | 加仓 |
| MO | ALTRIA GROUP INC | $234.07万 | 0.39% | 35,470 | 7,885 | 28.6% | $52.03万 | 加仓 |
| EVRG | EVERGY INC | $234.69万 | 0.40% | 28,649 | 3,923 | 15.9% | $32.14万 | 加仓 |
| TFC | TRUIST FINL CORP | $235.34万 | 0.40% | 51,195 | 8,578 | 20.1% | $39.43万 | 加仓 |
| VRIG | INVESCO ACTIVELY MANAGED EXC | $235.65万 | 0.40% | 94,129 | -11,667 | -11.0% | -$29.21万 | 减仓 |
| MRK | MERCK & CO INC | $244.35万 | 0.41% | 20,313 | 20,313 | — | $244.35万 | 新建仓 |
| JMBS | JANUS DETROIT STR TR | $244.53万 | 0.41% | 54,123 | 1,700 | 3.2% | $7.68万 | 加仓 |
| VSEC | VSE CORP | $244.64万 | 0.41% | 13,267 | 13,267 | — | $244.64万 | 新建仓 |
| SPHY | SPDR SERIES TRUST | $246.59万 | 0.42% | 105,742 | 30,638 | 40.8% | $71.45万 | 加仓 |
| IAU | ISHARES GOLD TR | $250.89万 | 0.42% | 28,458 | 28,458 | — | $250.89万 | 新建仓 |
| MCK | MCKESSON CORP | $252.25万 | 0.42% | 2,915 | 2,915 | — | $252.25万 | 新建仓 |
| AVUS | AMERICAN CENTY ETF TR | $267.30万 | 0.45% | 24,042 | -4,209 | -14.9% | -$46.80万 | 减仓 |
| MPWR | MONOLITHIC PWR SYS INC | $267.32万 | 0.45% | 2,445 | 2,445 | — | $267.32万 | 新建仓 |
| APG | API GROUP CORP | $269.31万 | 0.45% | 66,463 | 66,463 | — | $269.31万 | 新建仓 |
| AVEM | AMERICAN CENTY ETF TR | $269.79万 | 0.45% | 33,480 | 2,705 | 8.8% | $21.80万 | 加仓 |
| JPIE | J P MORGAN EXCHANGE TRADED F | $272.42万 | 0.46% | 59,131 | 2,127 | 3.7% | $9.80万 | 加仓 |
| FCFS | FIRSTCASH HOLDINGS INC | $277.32万 | 0.47% | 14,751 | 14,751 | — | $277.32万 | 新建仓 |
| CVX | CHEVRON CORP NEW | $278.47万 | 0.47% | 13,459 | 1,301 | 10.7% | $26.92万 | 加仓 |
| GLPI | GAMING & LEISURE PPTYS INC | $279.36万 | 0.47% | 62,962 | -16,875 | -21.1% | -$74.87万 | 减仓 |
| AMKR | AMKOR TECHNOLOGY INC | $282.87万 | 0.48% | 62,817 | 62,817 | — | $282.87万 | 新建仓 |
| CRS | CARPENTER TECHNOLOGY CORP | $286.07万 | 0.48% | 7,258 | 7,258 | — | $286.07万 | 新建仓 |
| LRN | STRIDE INC | $288.17万 | 0.49% | 32,683 | 32,683 | — | $288.17万 | 新建仓 |
| AAPL | APPLE INC | $336.64万 | 0.57% | 13,264 | -713 | -5.1% | -$18.10万 | 减仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $369.72万 | 0.62% | 40,052 | -219 | -0.5% | -$2.02万 | 减仓 |
| SDSI | AMERICAN CENTY ETF TR | $418.30万 | 0.70% | 81,557 | -1,410 | -1.7% | -$7.23万 | 减仓 |
| VRT | VERTIV HOLDINGS CO | $422.28万 | 0.71% | 16,852 | -5,087 | -23.2% | -$127.47万 | 减仓 |
| C | CITIGROUP INC | $434.97万 | 0.73% | 38,354 | 38,354 | — | $434.97万 | 新建仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $435.66万 | 0.73% | 86,082 | 42,095 | 95.7% | $213.04万 | 加仓 |
| IWMI | NEOS ETF TRUST | $441.15万 | 0.74% | 93,070 | 93,070 | — | $441.15万 | 新建仓 |
| NLY | ANNALY CAPITAL MANAGEMENT IN | $457.37万 | 0.77% | 216,252 | 216,252 | — | $457.37万 | 新建仓 |
| MTZ | MASTEC INC | $457.77万 | 0.77% | 14,228 | -3,362 | -19.1% | -$108.17万 | 减仓 |
| NOW | SERVICENOW INC | $475.16万 | 0.80% | 45,448 | 44,292 | 3,831.5% | $463.07万 | 重新持有 |
| MU | MICRON TECHNOLOGY INC | $475.75万 | 0.80% | 14,082 | 8,877 | 170.5% | $299.90万 | 加仓 |
| GE | GE AEROSPACE | $481.59万 | 0.81% | 16,971 | 1,171 | 7.4% | $33.23万 | 加仓 |
| RITM | RITHM CAPITAL CORP | $495.34万 | 0.83% | 522,511 | 522,511 | — | $495.34万 | 新建仓 |
| FTGC | FIRST TR EXCHANGE TRAD FD VI | $509.36万 | 0.86% | 177,415 | 177,415 | — | $509.36万 | 新建仓 |
| PAAA | PGIM ETF TR | $516.66万 | 0.87% | 100,950 | 25,855 | 34.4% | $132.33万 | 加仓 |
| FTAI | FTAI AVIATION LTD | $529.35万 | 0.89% | 21,606 | -5,442 | -20.1% | -$133.33万 | 减仓 |
| NFLX | NETFLIX INC | $531.03万 | 0.89% | 55,229 | 55,229 | — | $531.03万 | 新建仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $534.67万 | 0.90% | 15,491 | -926 | -5.6% | -$31.96万 | 减仓 |
| MOD | MODINE MFG CO | $543.08万 | 0.91% | 25,060 | 25,060 | — | $543.08万 | 新建仓 |
| FRT | FEDERAL RLTY INVT TR NEW | $547.42万 | 0.92% | 51,541 | 3,105 | 6.4% | $32.98万 | 加仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $555.00万 | 0.93% | 97,919 | 21,777 | 28.6% | $123.43万 | 加仓 |
| STRL | STERLING INFRASTRUCTURE INC | $580.40万 | 0.98% | 14,251 | -1,330 | -8.5% | -$54.17万 | 减仓 |