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
JBND J P MORGAN EXCHANGE TRADED F $1,363.33万2.29%253,549 253,549— $1,363.33万 新建仓
— EXXON MOBIL CORP $1,305.45万2.20%76,945 -9,583-11.1% -$162.59万 减仓
AVSC AMERICAN CENTY ETF TR $1,253.23万2.11%201,160 12,6536.7% $78.83万 加仓
MSFT MICROSOFT CORP $1,058.22万1.78%28,587 14,619104.7% $541.16万 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
XMHQ INVESCO EXCHANGE TRADED FD T $1,042.86万1.76%100,886 5,2535.5% $54.30万 加仓
MTBA SIMPLIFY EXCHANGE TRADED FUN $966.44万1.63%195,398 122,867169.4% $607.70万 加仓
SPHQ INVESCO EXCHANGE TRADED FD T $954.44万1.61%126,937 -9,321-6.8% -$70.08万 减仓
JIII JANUS DETROIT STR TR $949.77万1.60%191,568 122,471177.2% $607.19万 加仓
TLTW ISHARES TR $940.13万1.58%415,618 -239,344-36.5% -$541.40万 减仓
AMZN AMAZON COM INC $880.05万1.48%42,255 15,83960.0% $329.88万 加仓
SJNK SPDR SERIES TRUST $879.36万1.48%352,024 113,85047.8% $284.40万 加仓
BKLN INVESCO EXCH TRADED FD TR II $877.97万1.48%430,169 296,040220.7% $604.22万 加仓
PIT VANECK ETF TRUST $877.52万1.48%121,254 5,6874.9% $41.16万 加仓
AGGH SIMPLIFY EXCHANGE TRADED FUN $861.05万1.45%423,120 292,401223.7% $595.04万 加仓
BKR BAKER HUGHES COMPANY $844.70万1.42%138,362 -1,173-0.8% -$7.16万 减仓
RSPA INVESCO ACTIVELY MANAGED EXC $838.52万1.41%167,721 104,664166.0% $523.27万 加仓
EFAA INVESCO ACTIVELY MANAGED EXC $832.86万1.40%157,919 85,483118.0% $450.84万 加仓
MLPA GLOBAL X FDS $829.49万1.40%153,980 153,980— $829.49万 新建仓
KNG FIRST TR EXCHANGE-TRADED FD $822.70万1.38%168,898 121,888259.3% $593.72万 加仓
IHE ISHARES TR $807.09万1.36%93,112 39,72574.4% $344.34万 加仓
SHLD GLOBAL X FDS $780.71万1.31%110,207 1,3371.2% $9.47万 加仓
SPYI NEOS ETF TRUST $780.41万1.31%158,074 22,67216.7% $111.93万 加仓
AVGO BROADCOM INC $776.77万1.31%25,097 24,4683,890.0% $757.30万 加仓
NRG NRG ENERGY INC $764.41万1.29%52,307 24,14785.7% $352.88万 加仓
ROKU ROKU INC $763.02万1.28%80,640 80,640— $763.02万 新建仓
GEV GE VERNOVA INC $755.58万1.27%8,656 -813-8.6% -$70.97万 减仓
CDNS CADENCE DESIGN SYSTEM INC $745.30万1.25%26,822 26,822— $745.30万 新建仓
JPM JPMORGAN CHASE & CO. $736.22万1.24%25,028 4,27820.6% $125.84万 加仓
LRCX LAM RESEARCH CORP $722.53万1.22%33,817 33,817— $722.53万 新建仓
CRDO CREDO TECHNOLOGY GROUP HOLDI $704.49万1.19%75,050 75,050— $704.49万 新建仓
APP APPLOVIN CORP $699.60万1.18%17,578 17,578— $699.60万 新建仓
JPHY J P MORGAN EXCHANGE TRADED F $691.10万1.16%137,806 87,764175.4% $440.14万 加仓
CDX SIMPLIFY EXCHANGE TRADED FUN $674.94万1.14%316,279 217,670220.7% $464.51万 加仓
QQA INVESCO ACTIVELY MANAGED EXC $674.40万1.14%135,211 61,08782.4% $304.69万 加仓
NVDA NVIDIA CORPORATION $672.43万1.13%38,557 3,88811.2% $67.81万 加仓
SBAR SIMPLIFY EXCHANGE TRADED FUN $665.99万1.12%271,391 174,255179.4% $427.62万 加仓
QQQI NEOS ETF TRUST $660.75万1.11%132,975 107,445420.9% $533.89万 加仓
— NEOS ETF TRUST $656.13万1.10%138,746 110,663394.1% $523.33万 加仓
GPIQ GOLDMAN SACHS ETF TR $589.89万0.99%119,193 87,906281.0% $435.05万 加仓
STRL STERLING INFRASTRUCTURE INC $580.40万0.98%14,251 -1,330-8.5% -$54.17万 减仓
JEPI J P MORGAN EXCHANGE TRADED F $555.00万0.93%97,919 21,77728.6% $123.43万 加仓
FRT FEDERAL RLTY INVT TR NEW $547.42万0.92%51,541 3,1056.4% $32.98万 加仓
MOD MODINE MFG CO $543.08万0.91%25,060 25,060— $543.08万 新建仓
LHX L3HARRIS TECHNOLOGIES INC $534.67万0.90%15,491 -926-5.6% -$31.96万 减仓
NFLX NETFLIX INC $531.03万0.89%55,229 55,229— $531.03万 新建仓
FTAI FTAI AVIATION LTD $529.35万0.89%21,606 -5,442-20.1% -$133.33万 减仓
PAAA PGIM ETF TR $516.66万0.87%100,950 25,85534.4% $132.33万 加仓
FTGC FIRST TR EXCHANGE TRAD FD VI $509.36万0.86%177,415 177,415— $509.36万 新建仓
RITM RITHM CAPITAL CORP $495.34万0.83%522,511 522,511— $495.34万 新建仓
GE GE AEROSPACE $481.59万0.81%16,971 1,1717.4% $33.23万 加仓
MU MICRON TECHNOLOGY INC $475.75万0.80%14,082 8,877170.5% $299.90万 加仓
NOW SERVICENOW INC $475.16万0.80%45,448 44,2923,831.5% $463.07万 重新持有
MTZ MASTEC INC $457.77万0.77%14,228 -3,362-19.1% -$108.17万 减仓
NLY ANNALY CAPITAL MANAGEMENT IN $457.37万0.77%216,252 216,252— $457.37万 新建仓
IWMI NEOS ETF TRUST $441.15万0.74%93,070 93,070— $441.15万 新建仓
JPST J P MORGAN EXCHANGE TRADED F $435.66万0.73%86,082 42,09595.7% $213.04万 加仓
C CITIGROUP INC $434.97万0.73%38,354 38,354— $434.97万 新建仓
VRT VERTIV HOLDINGS CO $422.28万0.71%16,852 -5,087-23.2% -$127.47万 减仓
SDSI AMERICAN CENTY ETF TR $418.30万0.70%81,557 -1,410-1.7% -$7.23万 减仓
ORLY OREILLY AUTOMOTIVE INC $369.72万0.62%40,052 -219-0.5% -$2.02万 减仓
AAPL APPLE INC $336.64万0.57%13,264 -713-5.1% -$18.10万 减仓
LRN STRIDE INC $288.17万0.49%32,683 32,683— $288.17万 新建仓
CRS CARPENTER TECHNOLOGY CORP $286.07万0.48%7,258 7,258— $286.07万 新建仓
AMKR AMKOR TECHNOLOGY INC $282.87万0.48%62,817 62,817— $282.87万 新建仓
GLPI GAMING & LEISURE PPTYS INC $279.36万0.47%62,962 -16,875-21.1% -$74.87万 减仓
CVX CHEVRON CORP NEW $278.47万0.47%13,459 1,30110.7% $26.92万 加仓
FCFS FIRSTCASH HOLDINGS INC $277.32万0.47%14,751 14,751— $277.32万 新建仓
JPIE J P MORGAN EXCHANGE TRADED F $272.42万0.46%59,131 2,1273.7% $9.80万 加仓
AVEM AMERICAN CENTY ETF TR $269.79万0.45%33,480 2,7058.8% $21.80万 加仓
APG API GROUP CORP $269.31万0.45%66,463 66,463— $269.31万 新建仓
MPWR MONOLITHIC PWR SYS INC $267.32万0.45%2,445 2,445— $267.32万 新建仓
AVUS AMERICAN CENTY ETF TR $267.30万0.45%24,042 -4,209-14.9% -$46.80万 减仓
MCK MCKESSON CORP $252.25万0.42%2,915 2,915— $252.25万 新建仓
IAU ISHARES GOLD TR $250.89万0.42%28,458 28,458— $250.89万 新建仓
SPHY SPDR SERIES TRUST $246.59万0.42%105,742 30,63840.8% $71.45万 加仓
VSEC VSE CORP $244.64万0.41%13,267 13,267— $244.64万 新建仓
JMBS JANUS DETROIT STR TR $244.53万0.41%54,123 1,7003.2% $7.68万 加仓
MRK MERCK & CO INC $244.35万0.41%20,313 20,313— $244.35万 新建仓
VRIG INVESCO ACTIVELY MANAGED EXC $235.65万0.40%94,129 -11,667-11.0% -$29.21万 减仓
TFC TRUIST FINL CORP $235.34万0.40%51,195 8,57820.1% $39.43万 加仓
EVRG EVERGY INC $234.69万0.40%28,649 3,92315.9% $32.14万 加仓
MO ALTRIA GROUP INC $234.07万0.39%35,470 7,88528.6% $52.03万 加仓
KEY KEYCORP $230.37万0.39%114,897 13,71213.6% $27.49万 加仓
HD HOME DEPOT INC $228.39万0.38%6,944 6,082705.6% $200.04万 加仓
USB US BANCORP DEL $226.52万0.38%43,553 5,45414.3% $28.37万 加仓
VOO VANGUARD INDEX FDS $225.64万0.38%3,776 -1,264-25.1% -$75.53万 减仓
TNL TRAVEL PLUS LEISURE CO $224.25万0.38%32,411 3,09210.5% $21.39万 加仓
DFIV DIMENSIONAL ETF TRUST $224.23万0.38%42,484 9,84630.2% $51.97万 加仓
O REALTY INCOME CORP $222.84万0.38%36,423 7,58526.3% $46.40万 加仓
XEL XCEL ENERGY INC $222.18万0.37%27,968 27,968— $222.18万 新建仓
EVSD MORGAN STANLEY ETF TRUST $221.83万0.37%43,548 -14,138-24.5% -$72.02万 减仓
VRP INVESCO EXCH TRADED FD TR II $220.64万0.37%92,012 6,4417.5% $15.45万 加仓
JBBB JANUS DETROIT STR TR $220.62万0.37%47,338 6,84016.9% $31.88万 加仓
KO COCA COLA CO $218.97万0.37%28,793 28,793— $218.97万 新建仓
APLE APPLE HOSPITALITY REIT INC $216.14万0.36%187,783 187,783— $216.14万 新建仓
ISPY PROSHARES TR $216.05万0.36%49,840 49,840— $216.05万 新建仓
— LXP INDUSTRIAL TRUST $214.82万0.36%46,438 46,438— $214.82万 新建仓
IQQQ PROSHARES TR $214.39万0.36%51,422 51,422— $214.39万 新建仓
STWD STARWOOD PPTY TR INC $211.74万0.36%122,959 41,91951.7% $72.18万 加仓