PREVAIL INNOVATIVE WEALTH ADVISORS, LLC
LEAWOOD KS · SEC CIK 0001989941
$6.71亿2026Q2 申报市值
197持仓数
23.2%前十大占比 · 第一大 4.2%
58 / 48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
RSP 重新持有+$2,321.87万
LLY 重新持有+$1,164.77万
GOOG 新建仓+$976.08万
ANET 新建仓+$956.00万
NEE 新建仓+$951.67万
2026Q2 卖出最多 按季末市值估算
MU 减仓-$1,462.37万
LRCX 减仓-$1,440.04万
JBND 清仓-$1,363.33万
EXXON MOBIL CORP 减仓-$954.28万
SJNK 清仓-$879.36万
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 |
|---|---|---|---|---|---|---|---|---|
| USA | LIBERTY ALL STAR EQUITY FD | $35.71万 | 0.05% | 61,471 | 61,471 | — | $35.71万 | 新建仓 |
| ET | ENERGY TRANSFER L P | $35.93万 | 0.05% | 18,789 | -2,300 | -10.9% | -$4.40万 | 减仓 |
| BSTZ | BLACKROCK SCIENCE & TECHNOLO | $36.44万 | 0.05% | 12,136 | 12,136 | — | $36.44万 | 新建仓 |
| BTX | BLACKROCK TECH AND PRIVATE E | $36.75万 | 0.05% | 40,697 | 40,697 | — | $36.75万 | 新建仓 |
| VZ | VERIZON COMMUNICATIONS INC | $37.43万 | 0.06% | 8,840 | 2,803 | 46.4% | $11.87万 | 加仓 |
| ICSH | ISHARES TR | $39.06万 | 0.06% | 7,723 | -25,750 | -76.9% | -$130.24万 | 减仓 |
| IWD | ISHARES TR | $40.51万 | 0.06% | 1,671 | 1,671 | — | $40.51万 | 新建仓 |
| SCHD | SCHWAB STRATEGIC TR | $40.59万 | 0.06% | 12,800 | 0 | 0.0% | — | 不变 |
| LMT | LOCKHEED MARTIN CORP | $41.47万 | 0.06% | 814 | 441 | 118.2% | $22.47万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $43.45万 | 0.06% | 748 | -1,089 | -59.3% | -$63.26万 | 减仓 |
| ABBV | ABBVIE INC | $43.71万 | 0.07% | 1,737 | 744 | 74.9% | $18.72万 | 加仓 |
| GE | GE AEROSPACE | $46.75万 | 0.07% | 1,251 | -15,720 | -92.6% | -$587.50万 | 减仓 |
| IVV | ISHARES TR | $47.63万 | 0.07% | 636 | 315 | 98.1% | $23.59万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $48.76万 | 0.07% | 1,734 | 1,734 | — | $48.76万 | 新建仓 |
| DELL | DELL TECHNOLOGIES INC | $49.62万 | 0.07% | 1,150 | -243 | -17.4% | -$10.48万 | 减仓 |
| SCHZ | SCHWAB STRATEGIC TR | $50.93万 | 0.08% | 22,018 | -861 | -3.8% | -$1.99万 | 减仓 |
| HD | HOME DEPOT INC | $51.29万 | 0.08% | 1,454 | -5,490 | -79.1% | -$193.65万 | 减仓 |
| META | META PLATFORMS INC | $52.22万 | 0.08% | 927 | 541 | 140.2% | $30.47万 | 加仓 |
| ADX | ADAMS DIVERSIFIED EQUITY FD | $57.35万 | 0.09% | 22,448 | 12,602 | 128.0% | $32.20万 | 重新持有 |
| PANW | PALO ALTO NETWORKS INC | $59.51万 | 0.09% | 1,745 | 33 | 1.9% | $1.13万 | 加仓 |
| TMUS | T-MOBILE US INC | $65.55万 | 0.10% | 3,908 | 2,717 | 228.1% | $45.57万 | 加仓 |
| TSLA | TESLA INC | $68.81万 | 0.10% | 1,636 | 762 | 87.2% | $32.05万 | 加仓 |
| AVGO | BROADCOM INC | $70.14万 | 0.10% | 1,857 | -23,240 | -92.6% | -$877.78万 | 减仓 |
| VRP | INVESCO EXCH TRADED FD TR II | $70.66万 | 0.11% | 29,065 | -62,947 | -68.4% | -$153.02万 | 减仓 |
| SPYM | SPDR SERIES TRUST | $73.59万 | 0.11% | 8,374 | 4,912 | 141.9% | $43.17万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $82.14万 | 0.12% | 1,100 | -388 | -26.1% | -$28.97万 | 减仓 |
| GOOGL | ALPHABET INC | $88.91万 | 0.13% | 2,488 | -2,711 | -52.1% | -$96.88万 | 减仓 |
| — | EXXON MOBIL CORP | $97.76万 | 0.15% | 7,150 | -69,795 | -90.7% | -$954.28万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $98.36万 | 0.15% | 2,658 | -555 | -17.3% | -$20.54万 | 减仓 |
| JMST | J P MORGAN EXCHANGE TRADED F | $101.05万 | 0.15% | 19,813 | 19,813 | — | $101.05万 | 新建仓 |
| CRWV | COREWEAVE INC | $103.06万 | 0.15% | 10,354 | 10,354 | — | $103.06万 | 新建仓 |
| JMUB | J P MORGAN EXCHANGE TRADED F | $104.08万 | 0.16% | 20,546 | 20,546 | — | $104.08万 | 新建仓 |
| NLR | VANECK ETF TRUST | $104.14万 | 0.16% | 8,979 | 2,801 | 45.3% | $32.49万 | 加仓 |
| JCPI | J P MORGAN EXCHANGE TRADED F | $106.93万 | 0.16% | 22,347 | 17,912 | 403.9% | $85.71万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $107.08万 | 0.16% | 2,140 | 622 | 41.0% | $31.12万 | 加仓 |
| IWF | ISHARES TR | $109.69万 | 0.16% | 8,834 | 6,038 | 216.0% | $74.98万 | 加仓 |
| WINN | HARBOR ETF TRUST | $139.62万 | 0.21% | 43,000 | 43,000 | — | $139.62万 | 新建仓 |
| AIQ | GLOBAL X FDS | $150.54万 | 0.22% | 22,944 | 4,608 | 25.1% | $30.23万 | 加仓 |
| SPDW | SPDR INDEX SHS FDS | $154.66万 | 0.23% | 30,692 | 7,076 | 30.0% | $35.66万 | 加仓 |
| BSCS | INVESCO EXCH TRD SLF IDX FD | $155.25万 | 0.23% | 76,234 | 61,159 | 405.7% | $124.55万 | 加仓 |
| SCHB | SCHWAB STRATEGIC TR | $155.73万 | 0.23% | 53,774 | -840 | -1.5% | -$2.43万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $163.10万 | 0.24% | 1,413 | -12,669 | -90.0% | -$1,462.37万 | 减仓 |
| HON | HONEYWELL INTL INC | $167.61万 | 0.25% | 7,486 | 7,486 | — | $167.61万 | 新建仓 |
| QQQ | INVESCO QQQ TR | $169.67万 | 0.25% | 2,304 | 65 | 2.9% | $4.79万 | 加仓 |
| HONA | HONEYWELL AEROSPACE INC | $172.75万 | 0.26% | 7,814 | 7,814 | — | $172.75万 | 新建仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $183.56万 | 0.27% | 55,140 | 16,767 | 43.7% | $55.82万 | 加仓 |
| RAAX | VANECK ETF TRUST | $207.77万 | 0.31% | 52,375 | 10,559 | 25.3% | $41.89万 | 加仓 |
| MSFT | MICROSOFT CORP | $210.57万 | 0.31% | 5,645 | -22,942 | -80.3% | -$855.78万 | 减仓 |
| AVDV | AMERICAN CENTY ETF TR | $214.52万 | 0.32% | 20,817 | 6,506 | 45.5% | $67.04万 | 加仓 |
| MDLZ | MONDELEZ INTL INC | $236.87万 | 0.35% | 40,953 | 25,610 | 166.9% | $148.13万 | 加仓 |
| IVZ | INVESCO LTD | $254.68万 | 0.38% | 96,506 | 96,506 | — | $254.68万 | 新建仓 |
| UNP | UNION PAC CORP | $271.18万 | 0.40% | 9,970 | 9,970 | — | $271.18万 | 新建仓 |
| — | DIMENSIONAL ETF TRUST | $271.47万 | 0.40% | 32,969 | 7,044 | 27.2% | $58.00万 | 加仓 |
| WM | WASTE MGMT INC DEL | $282.48万 | 0.42% | 12,674 | 11,684 | 1,180.2% | $260.42万 | 重新持有 |
| ABT | ABBOTT LABORATORIES | $282.91万 | 0.42% | 31,178 | 31,178 | — | $282.91万 | 新建仓 |
| JNJ | JOHNSON & JOHNSON | $303.49万 | 0.45% | 11,950 | 5,144 | 75.6% | $130.64万 | 加仓 |
| VRIG | INVESCO ACTIVELY MANAGED EXC | $303.65万 | 0.45% | 121,119 | 26,990 | 28.7% | $67.66万 | 加仓 |
| INTU | INTUIT | $308.87万 | 0.46% | 11,834 | 11,834 | — | $308.87万 | 新建仓 |
| FCFS | FIRSTCASH HOLDINGS INC | $313.86万 | 0.47% | 14,509 | -242 | -1.6% | -$5.23万 | 减仓 |
| QGRO | AMERICAN CENTY ETF TR | $317.42万 | 0.47% | 26,889 | 10,886 | 68.0% | $128.51万 | 加仓 |
| MOD | MODINE MFG CO | $317.78万 | 0.47% | 11,901 | -13,159 | -52.5% | -$351.37万 | 减仓 |
| LRN | STRIDE INC | $321.82万 | 0.48% | 37,317 | 4,634 | 14.2% | $39.96万 | 加仓 |
| MCK | MCKESSON CORP | $324.23万 | 0.48% | 4,291 | 1,376 | 47.2% | $103.97万 | 加仓 |
| XEL | XCEL ENERGY INC | $325.43万 | 0.48% | 40,527 | 12,559 | 44.9% | $100.85万 | 加仓 |
| TLTW | ISHARES TR | $329.87万 | 0.49% | 147,659 | -267,959 | -64.5% | -$598.62万 | 减仓 |
| APG | API GROUP CORP | $333.19万 | 0.50% | 78,676 | 12,213 | 18.4% | $51.72万 | 加仓 |
| LOW | LOWES COS INC | $336.45万 | 0.50% | 15,259 | 15,259 | — | $336.45万 | 新建仓 |
| ISPY | PROSHARES TR | $342.54万 | 0.51% | 71,082 | 21,242 | 42.6% | $102.37万 | 加仓 |
| MO | ALTRIA GROUP INC | $343.27万 | 0.51% | 47,710 | 12,240 | 34.5% | $88.07万 | 加仓 |
| EVRG | EVERGY INC | $347.27万 | 0.52% | 40,179 | 11,530 | 40.2% | $99.65万 | 加仓 |
| TFC | TRUIST FINL CORP | $349.67万 | 0.52% | 70,187 | 18,992 | 37.1% | $94.62万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $350.85万 | 0.52% | 3,469 | 2,134 | 159.9% | $215.83万 | 加仓 |
| USB | US BANCORP | $355.37万 | 0.53% | 58,836 | 15,283 | 35.1% | $92.31万 | 加仓 |
| KO | COCA COLA CO | $356.74万 | 0.53% | 43,896 | 15,103 | 52.5% | $122.74万 | 加仓 |
| PEP | PEPSICO INC | $359.20万 | 0.54% | 26,529 | 26,529 | — | $359.20万 | 新建仓 |
| AAPL | APPLE INC | $360.61万 | 0.54% | 12,462 | -802 | -6.0% | -$23.21万 | 减仓 |
| AGNC | AGNC INVT CORP | $363.06万 | 0.54% | 333,084 | 321,207 | 2,704.4% | $350.12万 | 重新持有 |
| QQA | INVESCO ACTIVELY MANAGED EXC | $371.41万 | 0.55% | 64,445 | -70,766 | -52.3% | -$407.84万 | 减仓 |
| QQQI | NEOS ETF TRUST | $371.50万 | 0.55% | 65,417 | -67,558 | -50.8% | -$383.66万 | 减仓 |
| C | CITIGROUP INC | $376.81万 | 0.56% | 26,923 | -11,431 | -29.8% | -$159.99万 | 减仓 |
| MRK | MERCK & CO INC | $378.54万 | 0.56% | 29,458 | 9,145 | 45.0% | $117.51万 | 加仓 |
| PULS | PGIM ETF TR | $384.56万 | 0.57% | 77,610 | 53,531 | 222.3% | $265.25万 | 加仓 |
| WMT | WALMART INC | $389.73万 | 0.58% | 34,410 | 30,296 | 736.4% | $343.13万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $391.21万 | 0.58% | 5,696 | 1,920 | 50.8% | $131.87万 | 加仓 |
| STRL | STERLING INFRASTRUCTURE INC | $418.00万 | 0.62% | 4,980 | -9,271 | -65.1% | -$778.17万 | 减仓 |
| V | VISA INC | $420.32万 | 0.63% | 12,251 | 10,637 | 659.0% | $364.95万 | 加仓 |
| DFIV | DIMENSIONAL ETF TRUST | $431.31万 | 0.64% | 79,842 | 37,358 | 87.9% | $201.81万 | 加仓 |
| VSEC | VSE CORP | $432.92万 | 0.64% | 18,946 | 5,679 | 42.8% | $129.77万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $434.26万 | 0.65% | 10,448 | 3,069 | 41.6% | $127.56万 | 加仓 |
| WAB | WABTEC | $441.42万 | 0.66% | 16,373 | -1,514 | -8.5% | -$40.82万 | 重新持有 |
| VIAV | VIAVI SOLUTIONS INC | $445.76万 | 0.66% | 93,352 | 93,352 | — | $445.76万 | 新建仓 |
| AVUS | AMERICAN CENTY ETF TR | $451.71万 | 0.67% | 35,268 | 11,226 | 46.7% | $143.78万 | 加仓 |
| PINK | SIMPLIFY EXCHANGE TRADED FUN | $462.97万 | 0.69% | 118,256 | 118,256 | — | $462.97万 | 新建仓 |
| NVT | NVENT ELEC PLC | $466.29万 | 0.69% | 27,492 | 27,492 | — | $466.29万 | 新建仓 |
| CRS | CARPENTER TECHNOLOGY CORP | $468.92万 | 0.70% | 7,602 | 344 | 4.7% | $21.22万 | 加仓 |
| AVEM | AMERICAN CENTY ETF TR | $470.30万 | 0.70% | 48,741 | 15,261 | 45.6% | $147.25万 | 加仓 |
| ETN | EATON CORP PLC | $470.73万 | 0.70% | 11,047 | 11,047 | — | $470.73万 | 新建仓 |
| VRT | VERTIV HOLDINGS CO | $478.46万 | 0.71% | 14,290 | -2,562 | -15.2% | -$85.78万 | 减仓 |
| CCI | CROWN CASTLE INC | $484.25万 | 0.72% | 63,944 | 63,944 | — | $484.25万 | 新建仓 |
| MTZ | MASTEC INC | $489.33万 | 0.73% | 11,761 | -2,467 | -17.3% | -$102.64万 | 减仓 |