Prime Capital Investment Advisors, LLC 13F 持仓 · 2026年Q2
Prime Capital Investment Advisors 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 1,068 只证券，申报市值合计 103.15 亿美元。前几大持仓：IVV（6.87%）、VTI（3.82%）、AGG（3.64%）。本季前 25 大持仓中：新建仓 1 只、增持 10 只、减持 14 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR CORE S&P500 ETF | $708.4M | 6.87% | 945,895 | 增持 |
| 2 | VTI | VANGUARD INDEX FDS TOTAL STK MKT | $393.7M | 3.82% | 1.1M | 减持 |
| 3 | AGG | ISHARES TR CORE US AGGBD ET | $375.8M | 3.64% | 3.8M | 增持 |
| 4 | IEFA | ISHARES TR CORE MSCI EAFE | $267.6M | 2.59% | 2.8M | 增持 |
| 5 | SCHX | SCHWAB STRATEGIC TR US LRG CAP ETF | $256.2M | 2.48% | 8.7M | 减持 |
| 6 | ITOT | ISHARES TR CORE S&P TTL STK | $249.2M | 2.42% | 1.5M | 减持 |
| 7 | NVDA | NVIDIA CORPORATION COM | $226.9M | 2.20% | 1.1M | 增持 |
| 8 | AVUS | AMERICAN CENTY ETF TR EMERGING | $225.8M | 2.19% | 1.8M | 新建仓 |
| 9 | AAPL | APPLE INC COM | $221.9M | 2.15% | 766,762 | 减持 |
| 10 | XTEN | BONDBLOXX ETF TRUST BLOOMBERG TEN YR | $188.5M | 1.83% | 4.1M | 增持 |
| 11 | VGK | VANGUARD INTL EQUITY INDEX F FTSE EUROPE ETF | $167.2M | 1.62% | 1.9M | 减持 |
| 12 | QQQ | INVESCO QQQ TR UNIT SER 1 | $147.6M | 1.43% | 200,376 | 减持 |
| 13 | VTV | VANGUARD INDEX FDS VALUE ETF | $144.1M | 1.40% | 661,224 | 减持 |
| 14 | FESM | FIDELITY COVINGTON TRUST ENHANCED SML CAP | $139.6M | 1.35% | 2.9M | 减持 |
| 15 | IXUS | ISHARES TR CORE MSCI TOTAL | $134.0M | 1.30% | 1.4M | 增持 |
| 16 | VOO | VANGUARD INDEX FDS S&P 500 ETF SHS | $127.6M | 1.24% | 185,817 | 减持 |
| 17 | MSFT | MICROSOFT CORP COM | $123.2M | 1.19% | 330,356 | 增持 |
| 18 | AMZN | AMAZON COM INC COM | $119.2M | 1.16% | 500,000 | 减持 |
| 19 | SCHF | SCHWAB STRATEGIC TR INTL EQTY ETF | $119.8M | 1.16% | 4.3M | 减持 |
| 20 | SPY | STATE STR SPDR S&P 500 ETF T TR UNIT | $113.3M | 1.10% | 154,278 | 减持 |
| 21 | BND | VANGUARD BD INDEX FDS TOTAL BND MRKT | $105.9M | 1.03% | 1.4M | 增持 |
| 22 | IJS | ISHARES TR SP SMCP600VL ETF | $103.4M | 1.00% | 756,315 | 减持 |
| 23 | AVGO | BROADCOM INC COM | $99.1M | 0.96% | 268,087 | 增持 |
| 24 | VTEB | VANGUARD MUN BD FDS TAX EXEMPT BD | $98.7M | 0.96% | 2.0M | 增持 |
| 25 | QUAL | ISHARES TR MSCI USA QLT FCT | $95.9M | 0.93% | 437,142 | 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