Primoris Wealth Advisors, LLC 13F 持仓 · 2026年Q2
Primoris Wealth Advisors 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 125 只证券，申报市值合计 2.19 亿美元。前几大持仓：FTEC（5.37%）、LRCX（5.17%）、AMD（4.87%）。本季前 25 大持仓中：新建仓 4 只、增持 15 只、减持 6 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | FTEC | FIDELITY COVINGTON TRUST | $11.8M | 5.37% | 41,251 | 增持 |
| 2 | LRCX | LAM RESEARCH CORP | $11.3M | 5.17% | 26,147 | 减持 |
| 3 | AMD | ADVANCED MICRO DEVICES INC | $10.7M | 4.87% | 18,398 | 减持 |
| 4 | VOO | VANGUARD INDEX FDS | $10.5M | 4.80% | 15,330 | 增持 |
| 5 | VUG | VANGUARD INDEX FDS | $9.7M | 4.42% | 112,573 | 增持 |
| 6 | MU | MICRON TECHNOLOGY INC | $9.6M | 4.37% | 8,293 | 减持 |
| 7 | AXGN | AXOGEN INC | $6.5M | 2.97% | 141,009 | 增持 |
| 8 | AMZN | AMAZON COM INC | $6.4M | 2.92% | 26,847 | 增持 |
| 9 | AAPL | APPLE INC | $6.3M | 2.85% | 21,630 | 增持 |
| 10 | FBND | FIDELITY MERRIMACK STR TR | $5.7M | 2.62% | 126,399 | 增持 |
| 11 | GOOG | ALPHABET INC | $5.5M | 2.52% | 15,642 | 增持 |
| 12 | NVDA | NVIDIA CORPORATION | $4.5M | 2.07% | 22,729 | 增持 |
| 13 | MRVL | MARVELL TECHNOLOGY INC | $4.4M | 1.99% | 14,613 | 新建仓 |
| 14 | INTC | INTEL CORP | $4.1M | 1.89% | 29,609 | 新建仓 |
| 15 | FUTY | FIDELITY COVINGTON TRUST | $3.8M | 1.74% | 65,425 | 减持 |
| 16 | XLV | SELECT SECTOR SPDR TR | $3.7M | 1.68% | 23,166 | 增持 |
| 17 | FVAL | FIDELITY COVINGTON TRUST | $3.6M | 1.66% | 46,798 | 增持 |
| 18 | PM | PHILIP MORRIS INTL INC | $3.5M | 1.59% | 19,298 | 增持 |
| 19 | LLY | ELI LILLY & CO | $3.2M | 1.46% | 2,666 | 增持 |
| 20 | NEE | NEXTERA ENERGY INC | $3.2M | 1.46% | 36,597 | 增持 |
| 21 | SHMD | SCHMID GROUP N.V. | $3.1M | 1.43% | 502,560 | 新建仓 |
| 22 | CLOX | SERIES PORTFOLIOS TR | $2.9M | 1.34% | 114,650 | 增持 |
| 23 | JNJ | JOHNSON & JOHNSON | $2.7M | 1.21% | 10,464 | 减持 |
| 24 | DBJP | DBX ETF TR | $2.5M | 1.15% | 22,000 | 新建仓 |
| 25 | PLTR | PALANTIR TECHNOLOGIES INC | $2.5M | 1.15% | 21,575 | 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