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 |
|---|---|---|---|---|---|---|
| 1 | RSP | INVESCO EXCHANGE TRADED FD T | $28.5M | 4.25% | 134,059 | 新建仓 |
| 2 | QQQM | INVESCO EXCH TRADED FD TR II | $18.7M | 2.79% | 61,729 | 增持 |
| 3 | SPHQ | INVESCO EXCHANGE TRADED FD T | $17.4M | 2.59% | 192,698 | 增持 |
| 4 | AVSC | AMERICAN CENTY ETF TR | $17.1M | 2.55% | 233,664 | 增持 |
| 5 | XMHQ | INVESCO EXCHANGE TRADED FD T | $16.7M | 2.49% | 148,069 | 增持 |
| 6 | LLY | ELI LILLY & CO | $12.1M | 1.80% | 10,078 | 新建仓 |
| 7 | PIT | VANECK ETF TRUST | $11.9M | 1.77% | 180,386 | 增持 |
| 8 | SPYI | NEOS ETF TRUST | $11.7M | 1.74% | 220,325 | 增持 |
| 9 | JPM | JPMORGAN CHASE & CO | $10.9M | 1.63% | 33,415 | 增持 |
| 10 | ORLY | OREILLY AUTOMOTIVE INC | $10.5M | 1.57% | 114,437 | 增持 |
| 11 | GOOG | ALPHABET INC | $9.8M | 1.45% | 27,625 | 新建仓 |
| 12 | ANET | ARISTA NETWORKS INC | $9.6M | 1.42% | 56,275 | 新建仓 |
| 13 | MTBA | SIMPLIFY EXCHANGE TRADED FUN | $9.5M | 1.42% | 194,583 | 减持 |
| 14 | NEE | NEXTERA ENERGY INC | $9.5M | 1.42% | 108,428 | 新建仓 |
| 15 | JIII | JANUS DETROIT STR TR | $9.5M | 1.41% | 189,626 | 减持 |
| 16 | UBER | UBER TECHNOLOGIES INC | $9.5M | 1.41% | 131,375 | 新建仓 |
| 17 | IWMI | NEOS ETF TRUST | $9.4M | 1.40% | 175,355 | 增持 |
| 18 | GEV | GE VERNOVA INC | $9.1M | 1.36% | 7,758 | 减持 |
| 19 | RSPA | INVESCO ACTIVELY MANAGED EXC | $9.0M | 1.35% | 169,378 | 增持 |
| 20 | AMT | AMERICAN TOWER CORP | $8.9M | 1.33% | 54,433 | 新建仓 |
| 21 | EFAA | INVESCO ACTIVELY MANAGED EXC | $8.9M | 1.33% | 159,664 | 增持 |
| 22 | MKSI | MKS INC. | $8.8M | 1.32% | 19,862 | 新建仓 |
| 23 | MPWR | MONOLITHIC PWR SYS INC | $8.8M | 1.32% | 6,401 | 增持 |
| 24 | KNG | FIRST TR EXCHANGE-TRADED FD | $8.7M | 1.30% | 172,682 | 增持 |
| 25 | BKLN | INVESCO EXCH TRADED FD TR II | $8.7M | 1.29% | 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