13F 机构持仓

PREVAIL INNOVATIVE WEALTH ADVISORS, LLC

LEAWOOD KS · SEC CIK 0001989941

2026Q22026Q1 更早 9 个季度 🔒
$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
申报市值走势$6.71亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

JBND 2.3%
EXXON MOBIL CO 2.2%
AVSC 2.1%
MSFT 1.8%
QQQM 1.8%
XMHQ 1.8%
MTBA 1.6%
SPHQ 1.6%
JIII 1.6%
TLTW 1.6%

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
GPIQ GOLDMAN SACHS ETF TR $589.89万0.99%119,193 87,906281.0% $435.05万 加仓
— NEOS ETF TRUST $656.13万1.10%138,746 110,663394.1% $523.33万 加仓
QQQI NEOS ETF TRUST $660.75万1.11%132,975 107,445420.9% $533.89万 加仓
SBAR SIMPLIFY EXCHANGE TRADED FUN $665.99万1.12%271,391 174,255179.4% $427.62万 加仓
NVDA NVIDIA CORPORATION $672.43万1.13%38,557 3,88811.2% $67.81万 加仓
QQA INVESCO ACTIVELY MANAGED EXC $674.40万1.14%135,211 61,08782.4% $304.69万 加仓
CDX SIMPLIFY EXCHANGE TRADED FUN $674.94万1.14%316,279 217,670220.7% $464.51万 加仓
JPHY J P MORGAN EXCHANGE TRADED F $691.10万1.16%137,806 87,764175.4% $440.14万 加仓
APP APPLOVIN CORP $699.60万1.18%17,578 17,578— $699.60万 新建仓
CRDO CREDO TECHNOLOGY GROUP HOLDI $704.49万1.19%75,050 75,050— $704.49万 新建仓
LRCX LAM RESEARCH CORP $722.53万1.22%33,817 33,817— $722.53万 新建仓
JPM JPMORGAN CHASE & CO. $736.22万1.24%25,028 4,27820.6% $125.84万 加仓
CDNS CADENCE DESIGN SYSTEM INC $745.30万1.25%26,822 26,822— $745.30万 新建仓
GEV GE VERNOVA INC $755.58万1.27%8,656 -813-8.6% -$70.97万 减仓
ROKU ROKU INC $763.02万1.28%80,640 80,640— $763.02万 新建仓
NRG NRG ENERGY INC $764.41万1.29%52,307 24,14785.7% $352.88万 加仓
AVGO BROADCOM INC $776.77万1.31%25,097 24,4683,890.0% $757.30万 加仓
SPYI NEOS ETF TRUST $780.41万1.31%158,074 22,67216.7% $111.93万 加仓
SHLD GLOBAL X FDS $780.71万1.31%110,207 1,3371.2% $9.47万 加仓
IHE ISHARES TR $807.09万1.36%93,112 39,72574.4% $344.34万 加仓
KNG FIRST TR EXCHANGE-TRADED FD $822.70万1.38%168,898 121,888259.3% $593.72万 加仓
MLPA GLOBAL X FDS $829.49万1.40%153,980 153,980— $829.49万 新建仓
EFAA INVESCO ACTIVELY MANAGED EXC $832.86万1.40%157,919 85,483118.0% $450.84万 加仓
RSPA INVESCO ACTIVELY MANAGED EXC $838.52万1.41%167,721 104,664166.0% $523.27万 加仓
BKR BAKER HUGHES COMPANY $844.70万1.42%138,362 -1,173-0.8% -$7.16万 减仓
AGGH SIMPLIFY EXCHANGE TRADED FUN $861.05万1.45%423,120 292,401223.7% $595.04万 加仓
PIT VANECK ETF TRUST $877.52万1.48%121,254 5,6874.9% $41.16万 加仓
BKLN INVESCO EXCH TRADED FD TR II $877.97万1.48%430,169 296,040220.7% $604.22万 加仓
SJNK SPDR SERIES TRUST $879.36万1.48%352,024 113,85047.8% $284.40万 加仓
AMZN AMAZON COM INC $880.05万1.48%42,255 15,83960.0% $329.88万 加仓
TLTW ISHARES TR $940.13万1.58%415,618 -239,344-36.5% -$541.40万 减仓
JIII JANUS DETROIT STR TR $949.77万1.60%191,568 122,471177.2% $607.19万 加仓
SPHQ INVESCO EXCHANGE TRADED FD T $954.44万1.61%126,937 -9,321-6.8% -$70.08万 减仓
MTBA SIMPLIFY EXCHANGE TRADED FUN $966.44万1.63%195,398 122,867169.4% $607.70万 加仓
XMHQ INVESCO EXCHANGE TRADED FD T $1,042.86万1.76%100,886 5,2535.5% $54.30万 加仓
QQQM INVESCO EXCH TRADED FD TR II $1,054.61万1.78%44,382 5,95915.5% $141.60万 加仓
MSFT MICROSOFT CORP $1,058.22万1.78%28,587 14,619104.7% $541.16万 加仓
AVSC AMERICAN CENTY ETF TR $1,253.23万2.11%201,160 12,6536.7% $78.83万 加仓
— EXXON MOBIL CORP $1,305.45万2.20%76,945 -9,583-11.1% -$162.59万 减仓
JBND J P MORGAN EXCHANGE TRADED F $1,363.33万2.29%253,549 253,549— $1,363.33万 新建仓