13F 机构持仓

PREVAIL INNOVATIVE WEALTH ADVISORS, LLC

LEAWOOD KS · SEC CIK 0001989941

2026Q22026Q1 更早 9 个季度 🔒
$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
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

RSP 4.2%
QQQM 2.8%
SPHQ 2.6%
AVSC 2.6%
XMHQ 2.5%
LLY 1.8%
PIT 1.8%
SPYI 1.7%
JPM 1.6%
ORLY 1.6%

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
HONA HONEYWELL AEROSPACE INC $172.75万0.26%7,814 7,814— $172.75万 新建仓
QQQ INVESCO QQQ TR $169.67万0.25%2,304 652.9% $4.79万 加仓
HON HONEYWELL INTL INC $167.61万0.25%7,486 7,486— $167.61万 新建仓
MU MICRON TECHNOLOGY INC $163.10万0.24%1,413 -12,669-90.0% -$1,462.37万 减仓
SCHB SCHWAB STRATEGIC TR $155.73万0.23%53,774 -840-1.5% -$2.43万 减仓
BSCS INVESCO EXCH TRD SLF IDX FD $155.25万0.23%76,234 61,159405.7% $124.55万 加仓
SPDW SPDR INDEX SHS FDS $154.66万0.23%30,692 7,07630.0% $35.66万 加仓
AIQ GLOBAL X FDS $150.54万0.22%22,944 4,60825.1% $30.23万 加仓
WINN HARBOR ETF TRUST $139.62万0.21%43,000 43,000— $139.62万 新建仓
IWF ISHARES TR $109.69万0.16%8,834 6,038216.0% $74.98万 加仓
BRK/B BERKSHIRE HATHAWAY INC DEL $107.08万0.16%2,140 62241.0% $31.12万 加仓
JCPI J P MORGAN EXCHANGE TRADED F $106.93万0.16%22,347 17,912403.9% $85.71万 加仓
NLR VANECK ETF TRUST $104.14万0.16%8,979 2,80145.3% $32.49万 加仓
JMUB J P MORGAN EXCHANGE TRADED F $104.08万0.16%20,546 20,546— $104.08万 新建仓
CRWV COREWEAVE INC $103.06万0.15%10,354 10,354— $103.06万 新建仓
JMST J P MORGAN EXCHANGE TRADED F $101.05万0.15%19,813 19,813— $101.05万 新建仓
VTI VANGUARD INDEX FDS $98.36万0.15%2,658 -555-17.3% -$20.54万 减仓
— EXXON MOBIL CORP $97.76万0.15%7,150 -69,795-90.7% -$954.28万 减仓
GOOGL ALPHABET INC $88.91万0.13%2,488 -2,711-52.1% -$96.88万 减仓
SPY STATE STR SPDR S&P 500 ETF T $82.14万0.12%1,100 -388-26.1% -$28.97万 减仓
SPYM SPDR SERIES TRUST $73.59万0.11%8,374 4,912141.9% $43.17万 加仓
VRP INVESCO EXCH TRADED FD TR II $70.66万0.11%29,065 -62,947-68.4% -$153.02万 减仓
AVGO BROADCOM INC $70.14万0.10%1,857 -23,240-92.6% -$877.78万 减仓
TSLA TESLA INC $68.81万0.10%1,636 76287.2% $32.05万 加仓
TMUS T-MOBILE US INC $65.55万0.10%3,908 2,717228.1% $45.57万 加仓
PANW PALO ALTO NETWORKS INC $59.51万0.09%1,745 331.9% $1.13万 加仓
ADX ADAMS DIVERSIFIED EQUITY FD $57.35万0.09%22,448 12,602128.0% $32.20万 重新持有
META META PLATFORMS INC $52.22万0.08%927 541140.2% $30.47万 加仓
HD HOME DEPOT INC $51.29万0.08%1,454 -5,490-79.1% -$193.65万 减仓
SCHZ SCHWAB STRATEGIC TR $50.93万0.08%22,018 -861-3.8% -$1.99万 减仓
DELL DELL TECHNOLOGIES INC $49.62万0.07%1,150 -243-17.4% -$10.48万 减仓
IBM INTERNATIONAL BUSINESS MACHS $48.76万0.07%1,734 1,734— $48.76万 新建仓
IVV ISHARES TR $47.63万0.07%636 31598.1% $23.59万 加仓
GE GE AEROSPACE $46.75万0.07%1,251 -15,720-92.6% -$587.50万 减仓
ABBV ABBVIE INC $43.71万0.07%1,737 74474.9% $18.72万 加仓
AMD ADVANCED MICRO DEVICES INC $43.45万0.06%748 -1,089-59.3% -$63.26万 减仓
LMT LOCKHEED MARTIN CORP $41.47万0.06%814 441118.2% $22.47万 加仓
SCHD SCHWAB STRATEGIC TR $40.59万0.06%12,800 00.0% — 不变
IWD ISHARES TR $40.51万0.06%1,671 1,671— $40.51万 新建仓
ICSH ISHARES TR $39.06万0.06%7,723 -25,750-76.9% -$130.24万 减仓
VZ VERIZON COMMUNICATIONS INC $37.43万0.06%8,840 2,80346.4% $11.87万 加仓
BTX BLACKROCK TECH AND PRIVATE E $36.75万0.05%40,697 40,697— $36.75万 新建仓
BSTZ BLACKROCK SCIENCE & TECHNOLO $36.44万0.05%12,136 12,136— $36.44万 新建仓
ET ENERGY TRANSFER L P $35.93万0.05%18,789 -2,300-10.9% -$4.40万 减仓
USA LIBERTY ALL STAR EQUITY FD $35.71万0.05%61,471 61,471— $35.71万 新建仓
RVT ROYCE SMALL CAP TRUST INC $35.68万0.05%19,316 19,316— $35.68万 新建仓
BUFR FIRST TR EXCHNG TRADED FD VI $35.46万0.05%9,706 00.0% — 不变
CVX CHEVRON CORPORATION $35.45万0.05%2,138 -11,321-84.1% -$187.69万 减仓
BST BLACKROCK SCIENCE & TECHNOLO $35.06万0.05%6,914 6,914— $35.06万 新建仓
TXN TEXAS INSTRS INC $35.02万0.05%1,175 1,175— $35.02万 新建仓
CSCO CISCO SYS INC $34.70万0.05%2,954 2,954— $34.70万 新建仓
SF STIFEL FINL CORP $33.98万0.05%4,870 3708.2% $2.58万 加仓
CAT CATERPILLAR INC $33.35万0.05%313 313— $33.35万 新建仓
VUG VANGUARD INDEX FDS $33.13万0.05%3,846 -558-12.7% -$4.81万 减仓
WDC WESTERN DIGITAL CORP $32.13万0.05%503 503— $32.13万 新建仓
IEFA ISHARES TR $31.55万0.05%3,267 -883-21.3% -$8.53万 减仓
JEPI J P MORGAN EXCHANGE TRADED F $31.16万0.05%5,517 -92,402-94.4% -$521.89万 减仓
COST COSTCO WHOLESALE CORPORATION $31.15万0.05%333 333— $31.15万 新建仓
VO VANGUARD INDEX FDS $30.65万0.05%3,804 -280-6.9% -$2.26万 减仓
XLK SELECT SECTOR SPDR TR $30.58万0.05%1,605 1,605— $30.58万 新建仓
GLD SPDR GOLD TR $30.35万0.05%824 33167.1% $12.19万 加仓
VTV VANGUARD INDEX FDS $29.16万0.04%1,338 -161-10.7% -$3.51万 减仓
CMI CUMMINS INC $28.10万0.04%394 394— $28.10万 新建仓
DAR DARLING INGREDIENTS INC $27.76万0.04%5,082 60013.4% $3.28万 加仓
DHR DANAHER CORP DEL $27.75万0.04%1,457 1,457— $27.75万 新建仓
BRO BROWN & BROWN INC $27.51万0.04%4,289 1553.7% $9,943 加仓
USFR WISDOMTREE TR $27.41万0.04%5,444 -734-11.9% -$3.70万 减仓
SCHF SCHWAB STRATEGIC TR $26.91万0.04%9,716 -71-0.7% -$1,967 减仓
ADBE ADOBE INC $26.78万0.04%1,306 23321.7% $4.78万 加仓
AMAT APPLIED MATLS INC $26.68万0.04%369 369— $26.68万 新建仓
CL COLGATE PALMOLIVE CO $26.34万0.04%2,873 2,873— $26.34万 新建仓
ITOT ISHARES TR $26.28万0.04%1,600 00.0% — 不变
GRMN GARMIN LTD $25.87万0.04%1,089 1,089— $25.87万 新建仓
VGT VANGUARD WORLD FD $25.72万0.04%2,152 1,883700.0% $22.51万 重新持有
LRCX LAM RESEARCH CORP $25.35万0.04%585 -33,232-98.3% -$1,440.04万 减仓
MRSH MARSH & MCLENNAN COS INC $24.97万0.04%1,498 1,498— $24.97万 新建仓
INTC INTEL CORP $24.60万0.04%1,762 1,762— $24.60万 新建仓
PFFA ETFIS SER TR I $24.55万0.04%11,934 -35,277-74.7% -$72.56万 减仓
SLB SLB LIMITED $24.24万0.04%5,214 1643.2% $7,624 加仓
ORCL ORACLE CORP $23.48万0.03%1,602 31924.9% $4.67万 重新持有
SO SOUTHERN CO $23.46万0.03%2,451 351.4% $3,350 加仓
QYLD GLOBAL X FDS $23.38万0.03%12,688 -40-0.3% -$737 减仓
TJX TJX COS INC NEW $23.30万0.03%1,538 1,538— $23.30万 新建仓
ITW ILLINOIS TOOL WKS INC $22.80万0.03%843 843— $22.80万 新建仓
TMO THERMO FISHER SCIENTIFIC INC $21.21万0.03%423 -87-17.1% -$4.36万 重新持有
APH AMPHENOL CORP $21.11万0.03%1,197 1,197— $21.11万 新建仓
FIX COMFORT SYS USA INC $21.01万0.03%106 106— $21.01万 新建仓
PLTR PALANTIR TECHNOLOGIES INC $21.00万0.03%1,800 1,800— $21.00万 新建仓
LITE LUMENTUM HLDGS INC $20.77万0.03%242 242— $20.77万 新建仓
COF CAPITAL ONE FINL CORP $20.50万0.03%1,022 1,022— $20.50万 新建仓
STX SEAGATE TECHNOLOGY HLDNGS PL $20.36万0.03%211 211— $20.36万 新建仓
PM PHILIP MORRIS INTL INC $20.33万0.03%1,124 1,124— $20.33万 新建仓
CR CRANE COMPANY $20.25万0.03%908 908— $20.25万 新建仓
PCG PG&E CORP $17.72万0.03%10,533 10,533— $17.72万 新建仓
— AUDIOEYE INC $14.24万0.02%24,517 24,517— $14.24万 新建仓
— PSQ HOLDINGS INC $4.66万0.01%115,810 00.0% — 不变
— MOBILE INFRASTRUCTURE CORP $2.39万0.00%17,329 00.0% — 不变
JBND J P MORGAN EXCHANGE TRADED F $00.00%0 -253,549-100.0% -$1,363.33万 清仓
SJNK SPDR SERIES TRUST $00.00%0 -352,024-100.0% -$879.36万 清仓
BKR BAKER HUGHES COMPANY $00.00%0 -138,362-100.0% -$844.70万 清仓