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
MLPA GLOBAL X FDS $00.00%0 -153,980-100.0% -$829.49万 清仓
IHE ISHARES TR $00.00%0 -93,112-100.0% -$807.09万 清仓
NRG NRG ENERGY INC $00.00%0 -52,307-100.0% -$764.41万 清仓
ROKU ROKU INC $00.00%0 -80,640-100.0% -$763.02万 清仓
CDNS CADENCE DESIGN SYSTEM INC $00.00%0 -26,822-100.0% -$745.30万 清仓
CRDO CREDO TECHNOLOGY GROUP HOLDI $00.00%0 -75,050-100.0% -$704.49万 清仓
APP APPLOVIN CORP $00.00%0 -17,578-100.0% -$699.60万 清仓
CDX SIMPLIFY EXCHANGE TRADED FUN $00.00%0 -316,279-100.0% -$674.94万 清仓
SBAR SIMPLIFY EXCHANGE TRADED FUN $00.00%0 -271,391-100.0% -$665.99万 清仓
NFLX NETFLIX INC $00.00%0 -55,229-100.0% -$531.03万 清仓
NOW SERVICENOW INC $00.00%0 -45,448-100.0% -$475.16万 清仓
JPST J P MORGAN EXCHANGE TRADED F $00.00%0 -86,082-100.0% -$435.66万 清仓
AMKR AMKOR TECHNOLOGY INC $00.00%0 -62,817-100.0% -$282.87万 清仓
JPIE J P MORGAN EXCHANGE TRADED F $00.00%0 -59,131-100.0% -$272.42万 清仓
IAU ISHARES GOLD TR $00.00%0 -28,458-100.0% -$250.89万 清仓
SPHY SPDR SERIES TRUST $00.00%0 -105,742-100.0% -$246.59万 清仓
JMBS JANUS DETROIT STR TR $00.00%0 -54,123-100.0% -$244.53万 清仓
KEY KEYCORP $00.00%0 -114,897-100.0% -$230.37万 清仓
TNL TRAVEL PLUS LEISURE CO $00.00%0 -32,411-100.0% -$224.25万 清仓
O REALTY INCOME CORP $00.00%0 -36,423-100.0% -$222.84万 清仓
JBBB JANUS DETROIT STR TR $00.00%0 -47,338-100.0% -$220.62万 清仓
APLE APPLE HOSPITALITY REIT INC $00.00%0 -187,783-100.0% -$216.14万 清仓
— LXP INDUSTRIAL TRUST $00.00%0 -46,438-100.0% -$214.82万 清仓
IQQQ PROSHARES TR $00.00%0 -51,422-100.0% -$214.39万 清仓
STWD STARWOOD PPTY TR INC $00.00%0 -122,959-100.0% -$211.74万 清仓
KORP AMERICAN CENTY ETF TR $00.00%0 -43,120-100.0% -$200.98万 清仓
— NEOS ETF TRUST $00.00%0 -42,304-100.0% -$199.67万 清仓
BSJS INVESCO EXCH TRD SLF IDX FD $00.00%0 -90,092-100.0% -$195.36万 清仓
CNS COHEN & STEERS INC $00.00%0 -26,002-100.0% -$162.64万 清仓
BNDX VANGUARD CHARLOTTE FDS $00.00%0 -31,186-100.0% -$149.85万 清仓
CSPF COHEN & STEERS ETF TRUST $00.00%0 -58,077-100.0% -$148.88万 清仓
JSI JANUS DETROIT STR TR $00.00%0 -28,835-100.0% -$148.64万 清仓
AVIG AMERICAN CENTY ETF TR $00.00%0 -35,441-100.0% -$147.22万 清仓
AMLP ALPS ETF TR $00.00%0 -24,915-100.0% -$131.15万 清仓
AVY AVERY DENNISON CORP $00.00%0 -6,856-100.0% -$118.39万 清仓
JEMB JANUS DETROIT STR TR $00.00%0 -22,440-100.0% -$117.72万 清仓
VNLA JANUS DETROIT STR TR $00.00%0 -18,584-100.0% -$90.80万 清仓
SRLN SSGA ACTIVE ETF TR $00.00%0 -16,926-100.0% -$67.94万 清仓
IEF ISHARES TR $00.00%0 -6,349-100.0% -$60.59万 清仓
HELO J P MORGAN EXCHANGE TRADED F $00.00%0 -7,907-100.0% -$50.53万 清仓
JEPQ J P MORGAN EXCHANGE TRADED F $00.00%0 -5,579-100.0% -$30.97万 清仓
COP CONOCOPHILLIPS $00.00%0 -2,232-100.0% -$29.46万 清仓
VXUS VANGUARD STAR FDS $00.00%0 -3,484-100.0% -$26.87万 清仓
CTOS CUSTOM TRUCK ONE SOURCE INC $00.00%0 -33,221-100.0% -$21.83万 清仓
— CUE BIOPHARMA INC $00.00%0 -18,987-100.0% -$4,365 清仓