Provenance Wealth Advisors, LLC
FORT LAUDERDALE FL · SEC CIK 0002081584
$9.45亿2026Q1 申报市值
412持仓数
76.4%前十大占比 · 第一大 22.8%
13 / 20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
EVTR 新建仓+$7,129.69万
FLHY 新建仓+$1,987.25万
IEFA 加仓+$1,072.16万
V 加仓+$58.03万
AAPL 加仓+$38.58万
2026Q1 卖出最多 按季末市值估算
ITOT 减仓-$1,374.15万
MOAT 减仓-$244.62万
SPY 减仓-$240.37万
VIG 减仓-$223.10万
VXUS 减仓-$209.89万
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 |
|---|---|---|---|---|---|---|---|---|
| IJT | ISHARES TR S&P SML 600 GWT | $434 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| BHF | BRIGHTHOUSE FINL INCORPORATED | $419 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| DEA | EASTERLY GOVT PPTYS INCORPORATED COM SHS REIT | $407 | 0.00% | 19 | 0 | 0.0% | — | 不变 |
| FREL | FIDELITY MSCI REAL ESTATE INDEX ETF | $404 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| MOH | MOLINA HEALTHCARE INCORPORATED | $400 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| INN | SUMMIT HOTEL PPTYS REIT | $340 | 0.00% | 77 | 0 | 0.0% | — | 不变 |
| CIM | CHIMERA INVT CORPORATION COM SHS REIT | $314 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| LUMN | LUMEN TECHNOLOGIES INCORPORATED | $264 | 0.00% | 38 | 0 | 0.0% | — | 不变 |
| UAA | UNDER ARMOUR INCORPORATED CLASS A | $260 | 0.00% | 44 | 0 | 0.0% | — | 不变 |
| — | NET LEASE OFFICE PROPERTIES REIT | $69 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| — | THERAPEUTICSMD INCORPORATED COM NEW | $40 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| — | GIFTIFY INCORPORATED | $1 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| HYG | ISHARES TR IBOXX HI YD ETF | $0 | 0.00% | 0 | -18,428 | -100.0% | -$148.59万 | 清仓 |
| CHRD | CHORD ENERGY CORPORATION COM NEW | $0 | 0.00% | 0 | -3,532 | -100.0% | -$32.74万 | 清仓 |
| IXJ | ISHARES TR GLOB HLTHCRE ETF | $0 | 0.00% | 0 | -1,117 | -100.0% | -$10.88万 | 清仓 |
| SJNK | STATE STREET SPDR BLOOMBERG SHORT TERM HIGH YIELD BOND ETF | $0 | 0.00% | 0 | -3,208 | -100.0% | -$8.12万 | 清仓 |
| KR | KROGER COMPANY | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| WELL | WELLTOWER INCORPORATED REIT | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| AVAV | AEROVIRONMENT INCORPORATED | $0 | 0.00% | 0 | -104 | -100.0% | -$2.52万 | 清仓 |
| FE | FIRSTENERGY CORPORATION | $0 | 0.00% | 0 | -515 | -100.0% | -$2.31万 | 清仓 |
| PPL | PPL CORPORATION | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| CM | CANADIAN IMPERIAL BANK OF COMM (CANADA) | $0 | 0.00% | 0 | -160 | -100.0% | -$1.45万 | 清仓 |
| JD | JD.COM INCORPORATED SPON ADS CLASS A (CAYMAN ISLANDS) | $0 | 0.00% | 0 | -429 | -100.0% | -$1.23万 | 清仓 |
| AD | ARRAY DIGITAL INFRASTRUCTURE I | $0 | 0.00% | 0 | -200 | -100.0% | -$1.07万 | 清仓 |
| EW | EDWARDS LIFESCIENCES CORPORATION | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| KMB | KIMBERLY-CLARK CORPORATION | $0 | 0.00% | 0 | -101 | -100.0% | -$1.02万 | 清仓 |
| F | FORD MTR COMPANY | $0 | 0.00% | 0 | -603 | -100.0% | -$7,911 | 清仓 |
| LMT | LOCKHEED MARTIN CORPORATION | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| PEG | PUBLIC SVC ENTERPRISE GRP INCORPORATED | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | CYBERARK SOFTWARE LIMITED SHS (ISRAEL) | $0 | 0.00% | 0 | -8 | -100.0% | -$3,568 | 清仓 |
| CTVA | CORTEVA INCORPORATED | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | PIPER SANDLER COMPANIES | $0 | 0.00% | 0 | -36 | -100.0% | -$3,057 | 清仓 |
| QQQM | INVESCO NASDAQ 100 ETF | $0 | 0.00% | 0 | -11 | -100.0% | -$2,782 | 清仓 |
| IQLT | ISHARES TR MSCI INTL QUALTY | $0 | 0.00% | 0 | -43 | -100.0% | -$1,954 | 清仓 |
| — | PINNACLE FINL PARTNERS INCORPORATED | $0 | 0.00% | 0 | -19 | -100.0% | -$1,813 | 清仓 |
| QUAL | ISHARES TR MSCI USA QLT FCT | $0 | 0.00% | 0 | -9 | -100.0% | -$1,788 | 清仓 |
| AVLV | AVANTIS US LARGE CAP VALUE ETF | $0 | 0.00% | 0 | -21 | -100.0% | -$1,591 | 清仓 |
| VCIT | VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF | $0 | 0.00% | 0 | -14 | -100.0% | -$1,172 | 清仓 |
| MBB | ISHARES TR MBS ETF | $0 | 0.00% | 0 | -10 | -100.0% | -$952 | 清仓 |