Prism Advisors, Inc. 13F 持仓 · 2026年Q3

Prism Advisors 在 2026年Q3（报告期截至 2026-09-30）的 SEC 13F 申报中报告了 82 只证券，申报市值合计 3.99 亿美元。前几大持仓：USEW（10.40%）、DFIV（4.68%）、VTV（4.56%）。本季前 25 大持仓中：新建仓 3 只、增持 3 只、减持 18 只。

排名	代码	公司	市值	占组合	股数	变动
1	USEW	CAMBRIA US EW ETF	$41.5M	10.40%	739,013	减持
2	DFIV	DIMENSIONAL INTERNATIONAL VALUE ETF	$18.7M	4.68%	337,438	减持
3	VTV	VANGUARD MORNINGSTAR VALUE ETF	$18.2M	4.56%	82,769	减持
4	AVUV	AVANTIS U.S. SMALL CAP VALUE ETF	$17.2M	4.32%	143,316	新建仓
5	WCMI	FIRST TRUST WCM INTERNATIONAL EQUITY ETF	$17.0M	4.26%	900,182	减持
6	LMBS	FIRST TRUST LOW DURATION OPPORTUNITIES ETF	$16.7M	4.20%	344,206	增持
7	WTV	WISDOMTREE US VALUE FUND OF BENEF INTEREST	$16.7M	4.20%	160,605	减持
8	XCEM	COLUMBIA EM CORE EX-CHINA ETF	$16.7M	4.20%	327,714	减持
9	EVSD	EATON VANCE SHORT DURATION INCOME ETF	$16.7M	4.18%	333,565	增持
10	JVAL	JPMORGAN U.S. VALUE FACTOR ETF US VALUE FACTOR FUND	$13.6M	3.42%	232,402	新建仓
11	IWD	ISHARES RUSSELL 1000 VALUE ETF	$13.4M	3.36%	53,196	减持
12	JQUA	JPMORGAN U.S. QUALITY FACTOR ETF	$12.5M	3.13%	165,503	减持
13	NLR	VANECK URANIUM AND NUCLEAR ETF	$12.1M	3.04%	118,239	增持
14	PHO	INVESCO WATER RESOURCES ETF	$12.0M	3.02%	176,546	减持
15	RSP	INVESCO S&P 500 EQUAL WEIGHT ETF	$11.8M	2.97%	55,913	减持
16	DEXC	DIMENSIONAL EMERGING MARKETS EX CHINA CORE EQUITY ETF	$10.0M	2.50%	125,648	减持
17	SDCI	USCF SUMMERHAVEN DYNAMIC COMMODITY STRATEGY NO K-1 FUND	$9.8M	2.46%	314,126	新建仓
18	EFA	ISHARES MSCI EAFE ETF	$8.9M	2.25%	87,130	减持
19	GXC	STATE STREET SPDR S&P CHINA ETF	$7.9M	1.99%	93,609	减持
20	NOBL	PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF	$7.0M	1.75%	126,968	减持
21	QQQM	INVESCO NASDAQ 100 ETF	$6.0M	1.52%	19,638	减持
22	EEM	ISHARES MSCI EMERGING MARKETS ETF	$5.3M	1.34%	80,684	持平
23	IEFA	ISHARES CORE MSCI EAFE ETF	$5.1M	1.28%	53,358	减持
24	QQQ	INVESCO QQQ TRUST SERIES I	$4.8M	1.20%	6,405	减持
25	SPY	STATE STREET SPDR S&P 500 ETF	$4.8M	1.20%	6,199	减持

来源：SEC 13F 申报文件 · 截至 2026-09-30

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