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 |
|---|---|---|---|---|---|---|---|---|
| KORP | AMERICAN CENTY ETF TR | $200.98万 | 0.34% | 43,120 | 13,252 | 44.4% | $61.77万 | 加仓 |
| — | NEOS ETF TRUST | $199.67万 | 0.34% | 42,304 | 42,304 | — | $199.67万 | 新建仓 |
| UNH | UNITEDHEALTH GROUP INC | $199.66万 | 0.34% | 7,379 | 7,379 | — | $199.66万 | 新建仓 |
| BSJS | INVESCO EXCH TRD SLF IDX FD | $195.36万 | 0.33% | 90,092 | 4,292 | 5.0% | $9.31万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $184.40万 | 0.31% | 25,925 | -5,395 | -17.2% | -$38.37万 | 减仓 |
| RAAX | VANECK ETF TRUST | $170.23万 | 0.29% | 41,816 | 9,002 | 27.4% | $36.65万 | 加仓 |
| ICSH | ISHARES TR | $169.44万 | 0.29% | 33,473 | -77,298 | -69.8% | -$391.28万 | 减仓 |
| QGRO | AMERICAN CENTY ETF TR | $168.08万 | 0.28% | 16,003 | -3,758 | -19.0% | -$39.47万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $166.36万 | 0.28% | 6,806 | 295 | 4.5% | $7.21万 | 加仓 |
| CNS | COHEN & STEERS INC | $162.64万 | 0.27% | 26,002 | 26,002 | — | $162.64万 | 新建仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $149.85万 | 0.25% | 31,186 | 6,007 | 23.9% | $28.86万 | 加仓 |
| GOOGL | ALPHABET INC | $149.51万 | 0.25% | 5,199 | 28 | 0.5% | $8,052 | 加仓 |
| CSPF | COHEN & STEERS ETF TRUST | $148.88万 | 0.25% | 58,077 | 58,077 | — | $148.88万 | 新建仓 |
| JSI | JANUS DETROIT STR TR | $148.64万 | 0.25% | 28,835 | -34,496 | -54.5% | -$177.83万 | 减仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $147.43万 | 0.25% | 38,373 | 16,474 | 75.2% | $63.29万 | 加仓 |
| AVIG | AMERICAN CENTY ETF TR | $147.22万 | 0.25% | 35,441 | 1,791 | 5.3% | $7.44万 | 加仓 |
| AVDV | AMERICAN CENTY ETF TR | $142.91万 | 0.24% | 14,311 | 14,311 | — | $142.91万 | 新建仓 |
| SCHB | SCHWAB STRATEGIC TR | $137.08万 | 0.23% | 54,614 | 3,382 | 6.6% | $8.49万 | 加仓 |
| AMLP | ALPS ETF TR | $131.15万 | 0.22% | 24,915 | -36,075 | -59.1% | -$189.90万 | 减仓 |
| QQQ | INVESCO QQQ TR | $129.23万 | 0.22% | 2,239 | -2 | -0.1% | -$1,154 | 减仓 |
| PULS | PGIM ETF TR | $119.19万 | 0.20% | 24,079 | 2,092 | 9.5% | $10.36万 | 加仓 |
| AVY | AVERY DENNISON CORP | $118.39万 | 0.20% | 6,856 | 6,856 | — | $118.39万 | 新建仓 |
| JEMB | JANUS DETROIT STR TR | $117.72万 | 0.20% | 22,440 | 22,440 | — | $117.72万 | 新建仓 |
| GS | GOLDMAN SACHS GROUP INC | $112.93万 | 0.19% | 1,335 | 664 | 99.0% | $56.17万 | 加仓 |
| SPDW | SPDR INDEX SHS FDS | $107.81万 | 0.18% | 23,616 | 1,284 | 5.7% | $5.86万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $103.08万 | 0.17% | 3,213 | -14 | -0.4% | -$4,491 | 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 |
| PFFA | ETFIS SER TR I | $96.12万 | 0.16% | 47,211 | -215,834 | -82.1% | -$439.44万 | 减仓 |
| VNLA | JANUS DETROIT STR TR | $90.80万 | 0.15% | 18,584 | 765 | 4.3% | $3.74万 | 加仓 |
| MDLZ | MONDELEZ INTL INC | $88.44万 | 0.15% | 15,343 | 15,343 | — | $88.44万 | 新建仓 |
| AIQ | GLOBAL X FDS | $85.57万 | 0.14% | 18,336 | 18,336 | — | $85.57万 | 新建仓 |
| NLR | VANECK ETF TRUST | $82.28万 | 0.14% | 6,178 | 6,178 | — | $82.28万 | 新建仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $72.74万 | 0.12% | 1,518 | -181 | -10.7% | -$8.67万 | 减仓 |
| SRLN | SSGA ACTIVE ETF TR | $67.94万 | 0.11% | 16,926 | -357,928 | -95.5% | -$1,436.72万 | 减仓 |
| IEF | ISHARES TR | $60.59万 | 0.10% | 6,349 | 1,124 | 21.5% | $10.73万 | 加仓 |
| SCHZ | SCHWAB STRATEGIC TR | $53.12万 | 0.09% | 22,879 | 2,626 | 13.0% | $6.10万 | 加仓 |
| WMT | WALMART INC | $51.13万 | 0.09% | 4,114 | -280 | -6.4% | -$3.48万 | 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 |
| V | VISA INC | $48.78万 | 0.08% | 1,614 | -67 | -4.0% | -$2.03万 | 减仓 |
| ET | ENERGY TRANSFER L P | $40.70万 | 0.07% | 21,089 | -2,977 | -12.4% | -$5.75万 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $39.27万 | 0.07% | 12,800 | 0 | 0.0% | — | 不变 |
| IEFA | ISHARES TR | $37.57万 | 0.06% | 4,150 | -21 | -0.5% | -$1,901 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $37.37万 | 0.06% | 1,837 | 50 | 2.8% | $1.02万 | 加仓 |
| SF | STIFEL FINL CORP | $33.26万 | 0.06% | 4,500 | 4,500 | — | $33.26万 | 新建仓 |
| BUFR | FIRST TR EXCHNG TRADED FD VI | $32.78万 | 0.06% | 9,706 | -9,705 | -50.0% | -$32.77万 | 减仓 |
| TSLA | TESLA INC | $32.49万 | 0.05% | 874 | -39 | -4.3% | -$1.45万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $32.06万 | 0.05% | 734 | 32 | 4.6% | $1.40万 | 加仓 |
| USFR | WISDOMTREE TR | $31.10万 | 0.05% | 6,178 | -20,516 | -76.9% | -$103.28万 | 减仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $30.97万 | 0.05% | 5,579 | 331 | 6.3% | $1.84万 | 加仓 |
| BSCS | INVESCO EXCH TRD SLF IDX FD | $30.79万 | 0.05% | 15,075 | -1,458 | -8.8% | -$2.98万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $30.31万 | 0.05% | 6,037 | -39,401 | -86.7% | -$197.79万 | 减仓 |
| IWF | ISHARES TR | $29.81万 | 0.05% | 699 | 0 | 0.0% | — | 不变 |
| COP | CONOCOPHILLIPS | $29.46万 | 0.05% | 2,232 | -76 | -3.3% | -$1.00万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $29.41万 | 0.05% | 1,499 | 0 | 0.0% | — | 不变 |
| VO | VANGUARD INDEX FDS | $29.32万 | 0.05% | 1,021 | -35 | -3.3% | -$1.01万 | 减仓 |
| DAR | DARLING INGREDIENTS INC | $27.72万 | 0.05% | 4,482 | 4,482 | — | $27.72万 | 新建仓 |
| PANW | PALO ALTO NETWORKS INC | $27.45万 | 0.05% | 1,712 | -1,577 | -47.9% | -$25.28万 | 减仓 |
| BRO | BROWN & BROWN INC | $26.96万 | 0.05% | 4,134 | -103 | -2.4% | -$6,717 | 减仓 |
| VXUS | VANGUARD STAR FDS | $26.87万 | 0.05% | 3,484 | 3,484 | — | $26.87万 | 新建仓 |
| SPYM | SPDR SERIES TRUST | $26.50万 | 0.04% | 3,462 | 3,462 | — | $26.50万 | 新建仓 |
| ADBE | ADOBE INC | $26.08万 | 0.04% | 1,073 | 1,073 | — | $26.08万 | 新建仓 |
| SLB | SLB LIMITED | $25.95万 | 0.04% | 5,050 | 5,050 | — | $25.95万 | 新建仓 |
| TMUS | T-MOBILE US INC | $25.01万 | 0.04% | 1,191 | 1,191 | — | $25.01万 | 新建仓 |
| SCHF | SCHWAB STRATEGIC TR | $24.22万 | 0.04% | 9,787 | 455 | 4.9% | $1.13万 | 加仓 |
| SO | SOUTHERN CO | $23.32万 | 0.04% | 2,416 | 11 | 0.5% | $1,062 | 加仓 |
| DELL | DELL TECHNOLOGIES INC | $22.86万 | 0.04% | 1,393 | -7,705 | -84.7% | -$126.46万 | 减仓 |
| ITOT | ISHARES TR | $22.79万 | 0.04% | 1,600 | 0 | 0.0% | — | 不变 |
| LMT | LOCKHEED MARTIN CORP | $22.54万 | 0.04% | 373 | -3,836 | -91.1% | -$231.84万 | 减仓 |
| META | META PLATFORMS INC | $22.08万 | 0.04% | 386 | -10,208 | -96.4% | -$584.03万 | 减仓 |
| QYLD | GLOBAL X FDS | $21.83万 | 0.04% | 12,728 | -220,350 | -94.5% | -$377.90万 | 减仓 |
| CTOS | CUSTOM TRUCK ONE SOURCE INC | $21.83万 | 0.04% | 33,221 | 33,221 | — | $21.83万 | 新建仓 |
| ABBV | ABBVIE INC | $21.60万 | 0.04% | 993 | -6,169 | -86.1% | -$134.17万 | 减仓 |
| JCPI | J P MORGAN EXCHANGE TRADED F | $21.46万 | 0.04% | 4,435 | 4,435 | — | $21.46万 | 新建仓 |
| GLD | SPDR GOLD TR | $21.21万 | 0.04% | 493 | 493 | — | $21.21万 | 新建仓 |
| IVV | ISHARES TR | $20.97万 | 0.04% | 321 | 321 | — | $20.97万 | 新建仓 |
| — | PSQ HOLDINGS INC | $6.14万 | 0.01% | 115,810 | 0 | 0.0% | — | 不变 |
| — | MOBILE INFRASTRUCTURE CORP | $3.88万 | 0.01% | 17,329 | 0 | 0.0% | — | 不变 |
| — | CUE BIOPHARMA INC | $4,365 | 0.00% | 18,987 | 0 | 0.0% | — | 不变 |
| 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 |