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 |
|---|---|---|---|---|---|---|---|---|
| BALI | BLACKROCK ETF TRUST | $0 | 0.00% | 0 | -102,684 | -100.0% | -$325.30万 | 清仓 |
| CLOA | BLACKROCK ETF TRUST II | $0 | 0.00% | 0 | -59,612 | -100.0% | -$308.46万 | 清仓 |
| NFJ | VIRTUS DIVIDEND INTEREST & P | $0 | 0.00% | 0 | -211,538 | -100.0% | -$272.67万 | 清仓 |
| XJQCX | NUVEEN CR STRATEGIES INCOME | $0 | 0.00% | 0 | -453,908 | -100.0% | -$227.86万 | 清仓 |
| XAODX | ABRDN TOTAL DYNAMIC DIVIDEND | $0 | 0.00% | 0 | -232,599 | -100.0% | -$226.78万 | 清仓 |
| XEVTX | EATON VANCE TAX ADVT DIV INC | $0 | 0.00% | 0 | -88,666 | -100.0% | -$223.26万 | 清仓 |
| XAWFX | ALLIANCEBERNSTEIN GLOBAL HIG | $0 | 0.00% | 0 | -207,247 | -100.0% | -$221.55万 | 清仓 |
| ETV | EATON VANCE TAX-MANAGED BUY- | $0 | 0.00% | 0 | -153,023 | -100.0% | -$219.74万 | 清仓 |
| DPG | DUFF & PHELPS UTLITY AND INF | $0 | 0.00% | 0 | -167,434 | -100.0% | -$212.81万 | 清仓 |
| HQH | ABRDN HEALTHCARE INVESTORS | $0 | 0.00% | 0 | -110,374 | -100.0% | -$209.05万 | 清仓 |
| WIW | WESTERN AST INFL LKD OPP & I | $0 | 0.00% | 0 | -238,911 | -100.0% | -$205.22万 | 清仓 |
| XEVVX | EATON VANCE LIMITED DURATION | $0 | 0.00% | 0 | -206,016 | -100.0% | -$204.16万 | 清仓 |
| RA | BROOKFIELD REAL ASSETS INCOM | $0 | 0.00% | 0 | -155,725 | -100.0% | -$201.82万 | 清仓 |
| JRI | NUVEEN REAL ASSET INCOME & G | $0 | 0.00% | 0 | -148,015 | -100.0% | -$201.45万 | 清仓 |
| LNC | LINCOLN NATL CORP IND | $0 | 0.00% | 0 | -45,131 | -100.0% | -$200.97万 | 清仓 |
| TRIN | TRINITY CAP INC | $0 | 0.00% | 0 | -136,762 | -100.0% | -$200.36万 | 清仓 |
| CVS | CVS HEALTH CORP | $0 | 0.00% | 0 | -25,144 | -100.0% | -$199.54万 | 清仓 |
| — | VIRTUS CONVERTIBLE & INC FD | $0 | 0.00% | 0 | -144,549 | -100.0% | -$199.19万 | 清仓 |
| JFR | NUVEEN FLOATING RATE INCOME | $0 | 0.00% | 0 | -252,524 | -100.0% | -$197.73万 | 清仓 |
| KYN | KAYNE ANDERSON ENERGY INFRST | $0 | 0.00% | 0 | -152,749 | -100.0% | -$189.10万 | 清仓 |
| WDI | WESTERN ASSET DIVERSIFIED IN | $0 | 0.00% | 0 | -135,929 | -100.0% | -$187.72万 | 清仓 |
| TGT | TARGET CORP | $0 | 0.00% | 0 | -17,322 | -100.0% | -$169.32万 | 清仓 |
| VICI | VICI PPTYS INC | $0 | 0.00% | 0 | -53,245 | -100.0% | -$149.72万 | 清仓 |
| DFIP | DIMENSIONAL ETF TRUST | $0 | 0.00% | 0 | -33,840 | -100.0% | -$140.62万 | 清仓 |
| PFXF | VANECK ETF TRUST | $0 | 0.00% | 0 | -79,064 | -100.0% | -$139.63万 | 清仓 |
| BXSL | BLACKSTONE SECD LENDING FD | $0 | 0.00% | 0 | -51,815 | -100.0% | -$136.43万 | 清仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $0 | 0.00% | 0 | -12,829 | -100.0% | -$102.29万 | 清仓 |
| BTZ | BLACKROCK CR ALLOCATION INCO | $0 | 0.00% | 0 | -91,191 | -100.0% | -$98.76万 | 清仓 |
| — | NUVEEN DOW 30 DYNMC OVERWRT | $0 | 0.00% | 0 | -57,026 | -100.0% | -$87.02万 | 清仓 |
| — | HONEYWELL INTL INC | $0 | 0.00% | 0 | -4,247 | -100.0% | -$82.86万 | 清仓 |
| CII | BLACKROCK ENHANCED LARGE CAP | $0 | 0.00% | 0 | -27,660 | -100.0% | -$64.64万 | 清仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $0 | 0.00% | 0 | -9,646 | -100.0% | -$57.81万 | 清仓 |
| LLY | ELI LILLY & CO | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| TMO | THERMO FISHER SCIENTIFIC INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ORCL | ORACLE CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ADX | ADAMS DIVERSIFIED EQUITY FD | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| WM | WASTE MGMT INC DEL | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| VGT | VANGUARD WORLD FD | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| AGNC | AGNC INVT CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | CLEARSIGN TECHNOLOGIES CORP | $0 | 0.00% | 0 | -38,306 | -100.0% | -$2.13万 | 清仓 |