PC
Prime Capital Investment Advisors, LLC
分散型投资策略趋势追踪型
申报总市值
US$86.5亿
申报季度: 2026-03-31 · 持股只数: 1056
Prime Capital Investment Advisors, LLC在最新一期 13F 报告中披露了 1056 项持股，申报期为 2026-03-31，总持股市值约为 US$86.5亿，季度换手率为 23.6%。
机构性格雪花图
- 集中度
- 4.73
- 持仓稳定性
- 23.56
- 动能／逆势
- 98.3
- 行业集中度
- 50.91
- 多样化
- 100
- 仓位均衡度
- 66.65
近期动向
减仓 AGG
-25.0% -US$1.2亿
加仓 IVV
+97.7% US$1.4亿
加仓 FESM
+746.5% US$1.0亿
减仓 SCHX
-11.0% -US$4104.4万
加仓 IEMG
+378.5% US$5004.2万
减仓 DGRW
-29.7% -US$4250.2万
持仓地图
新建仓加仓不变减仓
前十大持股占比
本季完整持股清单
仅显示前 1025 大持股（共 1056 只）
| # | 代码 | 标的名称 | 资产子类别 | 占比 | 占比变动 | 持仓量变化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 4.22% | -1.75% | -24.99% | |
| 2 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 4.02% | -0.53% | -2.69% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 3.53% | +1.56% | +97.72% | |
| 4 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 2.66% | — | +4.44% | |
| 5 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 2.64% | -0.64% | -11.05% | |
| 6 | AAPL | Apple INC | 股票-科技 | 2.29% | -0.37% | -2.88% | |
| 7 | NVDA | Nvidia CORP | 股票-科技 | 2.28% | -0.27% | +0.34% | |
| 8 | VGK | Vanguard Ftse Europe ETF | ETF-其他 | 1.84% | -0.24% | -5.43% | |
| 9 | VTV | Vanguard Value ETF | ETF-其他 | 1.54% | — | -2.90% | |
| 10 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 1.41% | — | -1.07% | |
| 11 | MSFT | Microsoft CORP | 股票-科技 | 1.39% | -0.56% | -1.02% | |
| 12 | FESM | Fidelity Enhanced Small Cap | ETF-中小型股 | 1.37% | +1.20% | +746.55% | |
| 13 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.36% | — | +1.17% | |
| 14 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 1.27% | -0.44% | -24.05% | |
| 15 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.24% | -0.25% | -2.93% | |
| 16 | BND | Vanguard Total Bond Market | ETF-其他 | 1.20% | — | +6.02% | |
| 17 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.19% | — | +5.25% | |
| 18 | IXUS | Ishares Core Intl Stock ETF | ETF-其他 | 1.17% | — | +0.73% | |
| 19 | DGRW | Wisdomtree U.s. Quality Divi | ETF-其他 | 1.10% | -0.57% | -29.70% | |
| 20 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-其他 | 1.09% | — | -0.80% | |
| 21 | AVLV | Avantis US Large Cap Value | ETF-大型股与成长 | 1.08% | — | -8.52% | |
| 22 | IJS | Ishares S&p Small-cap 600 Va | ETF-其他 | 1.06% | — | -1.23% | |
| 23 | XTEN | Bondbloxx Bbg 10y US Tsy ETF | ETF-其他 | 1.05% | +0.22% | +35.38% | |
| 24 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 1.02% | — | -4.88% | |
| 25 | AVGO | Broadcom INC | 股票-科技 | 0.91% | -0.21% | -3.01% | |
| 26 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.87% | -0.16% | -3.47% | |
| 27 | WMT | Walmart INC | 股票-非周期性消费 | 0.81% | — | -1.77% | |
| 28 | MUB | Ishares National Muni Bond E | ETF-其他 | 0.79% | — | +0.21% | |
| 29 | MGK | Vanguard Mega Cap Growth ETF | ETF-其他 | 0.79% | — | +1.16% | |
| 30 | BNDX | Vanguard Total Intl Bond ETF | ETF-其他 | 0.76% | — | +7.20% | |
| 31 | VPL | Vanguard Ftse Pacific ETF | ETF-其他 | 0.74% | — | -3.09% | |
| 32 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 0.74% | +0.13% | +41.80% | |
| 33 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 0.72% | +0.57% | +378.53% | |
| 34 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.71% | — | +0.07% | |
| 35 | AVEM | Avantis Emerging Markets Eq | ETF-新兴市场 | 0.70% | +0.70% | NEW | |
| 36 | SCHP | Schwab U.s. Tips ETF | ETF-其他 | 0.70% | — | +5.81% | |
| 37 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.69% | -0.24% | -7.87% | |
| 38 | SCHM | Schwab US Mid Cap ETF | ETF-其他 | 0.67% | +0.07% | +14.00% | |
| 39 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.67% | — | -8.42% | |
| 40 | VGLT | Vanguard Long-term Treasury | ETF-政府公债 | 0.66% | — | -0.77% | |
| 41 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 0.66% | — | +0.45% | |
| 42 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.64% | — | -2.64% | |
| 43 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.60% | -0.21% | -14.72% | |
| 44 | PSQO | Plmr Sq Credit Opp ETF | ETF-其他 | 0.57% | +0.57% | NEW | |
| 45 | AVUV | Avantis US Small Cap Value | ETF-中小型股 | 0.56% | -0.34% | -39.63% | |
| 46 | XOM | Exxon Mobil CORP | 股票-能源 | 0.55% | +0.12% | -4.75% | |
| 47 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.55% | -0.13% | -3.13% | |
| 48 | USRT | Ishares Core US Reit ETF | ETF-其他 | 0.53% | +0.53% | +12631.02% | |
| 49 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.53% | — | +0.00% | |
| 50 | PYLD | Pimco Multisector Bond Actv | ETF-其他 | 0.52% | +0.52% | NEW |
1–50 of 1,025
申报总市值趋势
行业配置
历年行业分布趋势
季度历史总览
| 季度 | 持股只数 | 总市值 | 稳定性 | 主要持股 |
|---|---|---|---|---|
| 2026-03-31 | 1056 | US$86.5亿 | 24 | |
| 2025-12-31 | 1044 | US$82.1亿 | 12 | |
| 2025-09-30 | 1045 | US$79.7亿 | 33 | |
| 2025-06-30 | 973 | US$75.3亿 | 0 | |
| 2025-03-31 | 1080 | US$85.7亿 | 100 | |
| 2024-12-31 | 943 | US$68.8亿 | 0 | |
| 2024-09-30 | 944 | US$70.2亿 | 0 | |
| 2024-06-30 | 933 | US$67.5亿 | 0 | |
| 2024-03-31 | 1025 | US$71.6亿 | 0 | |
| 2023-12-31 | 976 | US$66.3亿 | 0 | |
| 2023-09-30 | 767 | US$48.8亿 | 0 | |
| 2023-06-30 | 774 | US$50.7亿 | 0 | |
| 2023-03-31 | 564 | US$24.3亿 | 0 | |
| 2022-12-31 | 523 | US$26.3亿 | 0 | |
| 2022-09-30 | 404 | US$17.4亿 | 0 | |
| 2022-06-30 | 399 | US$16.7亿 | 0 | |
| 2022-03-31 | 343 | US$18.0亿 | 0 | |
| 2021-12-31 | 343 | US$18.7亿 | 0 | |
| 2021-09-30 | 298 | US$16.0亿 | 0 | |
| 2021-06-30 | 378 | US$17.2亿 | 100 | |
| 2021-03-31 | 462 | US$13.8亿 | 25 | |
| 2020-12-31 | 452 | US$12.9亿 | 35 | |
| 2020-09-30 | 450 | US$11.9亿 | 30 | |
| 2020-06-30 | 464 | US$10.7亿 | 40 | |
| 2020-03-31 | 487 | US$8.4亿 | 44 | |
| 2019-12-31 | 584 | US$8.8亿 | 64 | |
| 2019-09-30 | 619 | US$6.5亿 | 48 | |
| 2019-06-30 | 357 | US$5.5亿 | 74 | |
| 2019-03-31 | 306 | US$3.4亿 | 62 | |
| 2018-12-31 | 356 | US$2.8亿 | 71 | |
| 2018-09-30 | 257 | US$3.2亿 | 68 | |
| 2018-06-30 | 354 | US$2.4亿 | 83 | |
| 2018-03-31 | 236 | US$1.4亿 | 56 | |
| 2017-12-31 | 250 | US$1.3亿 | — |
本季持股变动
Prime Capital Investment Advisors, LLC 在 2026-03-31 最显著的持仓异动： 新建仓: Avantis Emerging Markets Eq (AVEM); 新建仓: Plmr Sq Credit Opp ETF (PSQO); 新建仓: Pimco Multisector Bond Actv (PYLD); 新建仓: Wisdomtree Yield Enhanced US (AGGY); 新建仓: JPM Ultra-short Muni Income (JMST).
FAQ
Prime Capital Investment Advisors, LLC 是什么机构？属于哪种投资人类型？
Prime Capital Investment Advisors, LLC 是一家投资管理机构，每季依规定向 SEC 申报 Form 13F，披露其在美国上市股票的持仓信息。根据最新一期申报（2026-03-31），该机构追踪的股票投资组合估值约为 US$86.5亿，分布在 1056 个已申报仓位之中。
Prime Capital Investment Advisors, LLC 目前前几大持股有哪些？
根据最新 13F 申报，Prime Capital Investment Advisors, LLC 按市值排列的前几大持股为：
1. Ishares Core U.s. Aggregate (AGG) — US$3.7亿 (4.2%)
2. Vanguard Total Stock Mkt ETF (VTI) — US$3.5亿 (4.0%)
3. Ishares Core S&p 500 ETF (IVV) — US$3.1亿 (3.5%)
4. Ishares Core S&p Total U.s. (ITOT) — US$2.3亿 (2.7%)
5. Schwab US Large-cap ETF (SCHX) — US$2.3亿 (2.6%)
Prime Capital Investment Advisors, LLC 在最新一期 13F 申报中做了哪些操作？
在最新申报季度中，Prime Capital Investment Advisors, LLC 共进行了 50 项显著调整：新建仓 5 个仓位、加仓 26 个既有持股、减仓 19 个仓位，并完全清仓 0 个持股。 其中幅度最大的异动：新建仓: Avantis Emerging Markets Eq (AVEM); 新建仓: Plmr Sq Credit Opp ETF (PSQO); 新建仓: Pimco Multisector Bond Actv (PYLD); 新建仓: Wisdomtree Yield Enhanced US (AGGY); 新建仓: JPM Ultra-short Muni Income (JMST)
Prime Capital Investment Advisors, LLC 主要集中投资哪些行业板块？
根据目前已申报的股票投资组合，Prime Capital Investment Advisors, LLC 的主要板块分布如下：
• Information Technology: 32.9%
• Industrials: 12.3%
• Financials: 11.4%
• Consumer Discretionary: 10.0%
• Communication Services: 8.5%
• Health Care: 8.4%