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Prevail Innovative Wealth Advisors, LLC 13F 持仓 · 2026年Q2

Prevail Innovative Wealth Advisors 在 2026年Q2(报告期截至 2026-06-30)的 SEC 13F 申报中报告了 197 只证券,申报市值合计 6.71 亿美元。前几大持仓:RSP(4.25%)、QQQM(2.79%)、SPHQ(2.59%)。本季前 25 大持仓中:新建仓 8 只、增持 13 只、减持 4 只。

排名代码公司市值占组合股数变动
1RSPINVESCO EXCHANGE TRADED FD T$28.5M4.25%134,059新建仓
2QQQMINVESCO EXCH TRADED FD TR II$18.7M2.79%61,729增持
3SPHQINVESCO EXCHANGE TRADED FD T$17.4M2.59%192,698增持
4AVSCAMERICAN CENTY ETF TR$17.1M2.55%233,664增持
5XMHQINVESCO EXCHANGE TRADED FD T$16.7M2.49%148,069增持
6LLYELI LILLY & CO$12.1M1.80%10,078新建仓
7PITVANECK ETF TRUST$11.9M1.77%180,386增持
8SPYINEOS ETF TRUST$11.7M1.74%220,325增持
9JPMJPMORGAN CHASE & CO$10.9M1.63%33,415增持
10ORLYOREILLY AUTOMOTIVE INC$10.5M1.57%114,437增持
11GOOGALPHABET INC$9.8M1.45%27,625新建仓
12ANETARISTA NETWORKS INC$9.6M1.42%56,275新建仓
13MTBASIMPLIFY EXCHANGE TRADED FUN$9.5M1.42%194,583减持
14NEENEXTERA ENERGY INC$9.5M1.42%108,428新建仓
15JIIIJANUS DETROIT STR TR$9.5M1.41%189,626减持
16UBERUBER TECHNOLOGIES INC$9.5M1.41%131,375新建仓
17IWMINEOS ETF TRUST$9.4M1.40%175,355增持
18GEVGE VERNOVA INC$9.1M1.36%7,758减持
19RSPAINVESCO ACTIVELY MANAGED EXC$9.0M1.35%169,378增持
20AMTAMERICAN TOWER CORP$8.9M1.33%54,433新建仓
21EFAAINVESCO ACTIVELY MANAGED EXC$8.9M1.33%159,664增持
22MKSIMKS INC.$8.8M1.32%19,862新建仓
23MPWRMONOLITHIC PWR SYS INC$8.8M1.32%6,401增持
24KNGFIRST TR EXCHANGE-TRADED FD$8.7M1.30%172,682增持
25BKLNINVESCO EXCH TRADED FD TR II$8.7M1.29%426,236减持

来源:SEC 13F 申报文件 · 截至 2026-06-30

本期 13F-HR 中的全部持仓,以及相对上季度的变化。

13F 持仓,最新季度

来源SEC EDGAR13F-HR