Prairie Wealth Advisors, Inc.
CIK 2022783 · 在 SEC EDGAR 上查看 ↗
- 投资组合价值
- $418.1M
- 持仓
- 256
- 截至
- 2026年6月30日
按 13F 价值排名第 4249（共 9443） · 前 45.0%
投资组合价值同比（季度）：+82.2% 13F不披露现金
- 前十大持仓权重
- 38.58%
- 前二十五大持仓权重
- 54.64%
- 持仓高于 1%
- 18
- 有效持仓数量
- 36.0
仅基于13F多头股票持仓（现金、债券、空头未披露）
周转率 Q2 2026: 0.57% 估计买入 $100757260 · 卖出 $1850075
中位数持有期：4.0 季度 跟踪时间 Q4 2024–Q2 2026 · 87.7% 仍持有
- 新仓位
- 110
- 增加
- 1
- 减少
- 1
- 已结清
- 5
看跌期权名义敞口：0.1% 看跌期权 13F以标的资产名义价值报告期权头寸——可能包含对冲，不一定是看跌头寸
本页内容
行业细分
Technology
19.2%
Industrials
16.4%
Retail
6.2%
Consumer Discretionary
4.2%
Communication Services
3.6%
Financial Services
2.3%
Healthcare
2.3%
Financials
1.7%
Utilities
1.2%
N/A
1.1%
Communications
1.1%
Energy
0.6%
Consumer Staples
0.4%
Materials
0.4%
Logistics & Transportation
0.3%
Consumer products
0.1%
其他/未映射
38.9%
完整投资组合 256 持仓
| 类型 | 连胜 | 8个季度趋势 | |||||
|---|---|---|---|---|---|---|---|
| LNN Lindsay Corporation Common Stock | $47495375 | 11.36% | 0 | $1803334 | |||
| NVDA NVIDIA Corporation - Common Stock | $33952334 | 8.12% | 0 | $10307028 | |||
| GLD | $15218149 | 3.64% | 0 | $-2247585 | |||
| AAPL Apple Inc. - Common Stock | $12241954 | 2.93% | 0 | $8346531 | |||
| AMZN Amazon.com, Inc. - Common Stock | $11396704 | 2.73% | 0 | $3800056 | |||
| SMH SMH | $10345025 | 2.47% | 0 | $7289519 | |||
| CGIC | $8634146 | 2.07% | 0 | 上涨 ×1 | |||
| IAU | $8498849 | 2.03% | 0 | $-1567540 | |||
| GOOG Alphabet Inc. - Class C Capital Stock | $6915243 | 1.65% | 0 | $1565179 | |||
| WCMI | $6605345 | 1.58% | 0 | 上涨 ×1 | |||
| VGT | $6568476 | 1.57% | 0 | 上涨 ×1 | |||
| BALT | $6083317 | 1.45% | 0 | $-82782 | |||
| MSFT Microsoft Corporation - Common Stock | $5917389 | 1.42% | 0 | $4018247 | |||
| TSLA Tesla, Inc. - Common Stock | $4804304 | 1.15% | 0 | $4327906 | |||
| AVGO Broadcom Inc. - Common Stock | $4790248 | 1.15% | 0 | $2399283 | |||
| BRKB | $4789233 | 1.15% | 0 | $3350675 | |||
| VTI | $4618391 | 1.10% | 0 | $3555355 | |||
| SPY SPY | $4553126 | 1.09% | 0 | $4037007 | |||
| V Visa Inc. | $3991166 | 0.95% | 0 | $2203114 | |||
| SHOP Shopify Inc. - Class A Subordinate Voting Shares | $3765200 | 0.90% | 0 | $-509865 | |||
| SDVY First Trust SMID Cap Rising Dividend Achievers ETF | $3727469 | 0.89% | 0 | 上涨 ×1 | |||
| AMD Advanced Micro Devices, Inc. - Common Stock | $3541227 | 0.85% | 0 | $2771244 | |||
| TYG Tortoise Energy Infrastructure Corporation Common Stock | $3367481 | 0.81% | 0 | 上涨 ×1 | |||
| GOOGL Alphabet Inc. - Class A Common Stock | $3313345 | 0.79% | 0 | $2966412 | |||
| UAPR | $3308643 | 0.79% | 0 | $147712 | |||
| FSYD | $3300201 | 0.79% | 0 | $118732 | |||
| VEA | $3275146 | 0.78% | 0 | 上涨 ×1 | |||
| CSQ Calamos Strategic Total Return Fund - Closed End Fund | $3169026 | 0.76% | 0 | $600418 | |||
| BUI BlackRock Utility, Infrastructure & Power Opportunities Trust | $3103297 | 0.74% | 0 | $352566 | |||
| KR Kroger Company (The) Common Stock | $3059814 | 0.73% | 0 | 上涨 ×1 | |||
| PANW Palo Alto Networks, Inc. - Common Stock | $2988358 | 0.71% | 0 | $2687277 | |||
| META Meta Platforms, Inc. - Class A Common Stock | $2984310 | 0.71% | 0 | $1824602 | |||
| UJAN | $2949910 | 0.71% | 0 | $183650 | |||
| JPM JP Morgan Chase & Co. Common Stock | $2858246 | 0.68% | 0 | $2568498 | |||
| LLY Eli Lilly and Company Common Stock | $2745919 | 0.66% | 0 | $625212 | |||
| ITA ITA | $2593314 | 0.62% | 0 | $244685 | |||
| CSCO Cisco Systems, Inc. - Common Stock | $2552832 | 0.61% | 0 | $1300946 | |||
| EQBK Equity Bancshares, Inc. Class A Common Stock | $2484038 | 0.59% | 0 | 上涨 ×1 | |||
| CASY Caseys General Stores, Inc. - Common Stock | $2475903 | 0.59% | 0 | $54192 | |||
| SPYM | $2395257 | 0.57% | 0 | 上涨 ×1 | |||
| APH Amphenol Corporation Common Stock | $2220762 | 0.53% | 0 | $1498804 | |||
| NEE NextEra Energy, Inc. Common Stock | $2206647 | 0.53% | 0 | $1219345 | |||
| SGOL | $2082885 | 0.50% | 0 | 上涨 ×1 | |||
| IJR | $1999792 | 0.48% | 0 | 上涨 ×1 | |||
| HD Home Depot, Inc. (The) Common Stock | $1947763 | 0.47% | 0 | $1734067 | |||
| ANET Arista Networks, Inc. Common Stock | $1893822 | 0.45% | 0 | $576884 | |||
| PULS | $1850940 | 0.44% | 0 | 上涨 ×1 | |||
| IVV | $1819167 | 0.44% | 0 | $1043118 | |||
| XLK XLK | $1779838 | 0.43% | 0 | 上涨 ×1 | |||
| NOC Northrop Grumman Corporation Common Stock | $1774525 | 0.42% | 0 | $-262080 | |||
| TXN Texas Instruments Incorporated - Common Stock | $1709133 | 0.41% | 0 | 上涨 ×1 | |||
| WMT Walmart Inc. - Common Stock | $1638088 | 0.39% | 0 | $648318 | |||
| AMGN Amgen Inc. - Common Stock | $1629721 | 0.39% | 0 | $1152085 | |||
| PNOV | $1606273 | 0.38% | 0 | $126401 | |||
| KO Coca-Cola Company (The) Common Stock | $1583653 | 0.38% | 0 | $1157256 | |||
| PAPR | $1564455 | 0.37% | 0 | $88974 | |||
| XLF XLF | $1529815 | 0.37% | 0 | 上涨 ×1 | |||
| CAT Caterpillar, Inc. Common Stock | $1482341 | 0.35% | 0 | 上涨 ×1 | |||
| VRSN VeriSign, Inc. - Common Stock | $1481076 | 0.35% | 0 | $-137627 | |||
| STIP | $1480410 | 0.35% | 0 | $-18201 | |||
| DGRO | $1436296 | 0.34% | 0 | 上涨 ×1 | |||
| RTX RTX Corporation Common Stock | $1406089 | 0.34% | 0 | $687344 | |||
| IWM | $1388458 | 0.33% | 0 | $243805 | |||
| PLTR Palantir Technologies Inc. - Class A Common Stock | $1372739 | 0.33% | 0 | $-308603 | |||
| NFLX Netflix, Inc. - Common Stock | $1341392 | 0.32% | 0 | $388065 | |||
| HACK | $1330016 | 0.32% | 0 | $378230 | |||
| JNJ Johnson & Johnson Common Stock | $1328009 | 0.32% | 0 | $849884 | |||
| CGO Calamos Global Total Return Fund - Closed End Fund | $1307604 | 0.31% | 0 | $319993 | |||
| FN Fabrinet Ordinary Shares | $1305150 | 0.31% | 0 | $191183 | |||
| VB | $1265829 | 0.30% | 0 | 上涨 ×1 | |||
| PSLV | $1265762 | 0.30% | 0 | 上涨 ×1 | |||
| QQQ Invesco QQQ Trust, Series 1 | $1256496 | 0.30% | 0 | ||||
| ADI Analog Devices, Inc. - Common Stock | $1239568 | 0.30% | 0 | 上涨 ×1 | |||
| FDX FedEx Corporation Common Stock | $1230709 | 0.29% | 0 | $189290 | |||
| COPX | $1222822 | 0.29% | 0 | 上涨 ×1 | |||
| BXSL Blackstone Secured Lending Fund Common Shares of Beneficial Interest | $1196533 | 0.29% | 0 | $-251085 | |||
| COST Costco Wholesale Corporation - Common Stock | $1191789 | 0.29% | 0 | $82762 | |||
| NAPR | $1156839 | 0.28% | 0 | $89499 | |||
| MELI MercadoLibre, Inc. - Common Stock | $1115185 | 0.27% | 0 | $-292237 | |||
| INTC Intel Corporation - Common Stock | $1115085 | 0.27% | 0 | 上涨 ×1 | |||
| FNDX | $1112509 | 0.27% | 0 | 上涨 ×1 | |||
| IJH | $1098764 | 0.26% | 0 | 上涨 ×1 | |||
| VIG | $1096881 | 0.26% | 0 | 上涨 ×1 | |||
| MCD McDonald's Corporation Common Stock | $1083279 | 0.26% | 0 | $745934 | |||
| XOM Exxon Mobil Corporation Common Stock | $1080109 | 0.26% | 0 | ||||
| UNP Union Pacific Corporation Common Stock | $1061888 | 0.25% | 0 | 上涨 ×1 | |||
| DON | $1055323 | 0.25% | 0 | $74412 | |||
| MS Morgan Stanley Common Stock | $1035166 | 0.25% | 0 | $656655 | |||
| XME XME | $1024817 | 0.25% | 0 | 上涨 ×1 | |||
| TGT Target Corporation Common Stock | $1018889 | 0.24% | 0 | $95709 | |||
| FTEC | $1013468 | 0.24% | 0 | $373975 | |||
| GBTC | $1007039 | 0.24% | 0 | $-172305 | |||
| DE Deere & Company Common Stock | $1002091 | 0.24% | 0 | $474283 | |||
| FUTY | $1000497 | 0.24% | 0 | $-13967 | |||
| SBUX Starbucks Corporation - Common Stock | $983415 | 0.24% | 0 | $730291 | |||
| VO | $978102 | 0.23% | 0 | $724015 | |||
| TER Teradyne, Inc. - Common Stock | $933811 | 0.22% | 0 | $370537 | |||
| MU Micron Technology, Inc. - Common Stock | $910735 | 0.22% | 0 | ||||
| TSM Taiwan Semiconductor Manufacturing Company Ltd. | $909648 | 0.22% | 0 | $660235 | |||
| ABBV AbbVie Inc. Common Stock | $909175 | 0.22% | 0 | $537267 | |||
| 无匹配项 | |||||||
最大新仓位
本季度新开仓位，按规模从大到小排序。
| 证券 | 价值 | 股份 | % 占投资组合 |
|---|---|---|---|
| CGIC | $8634146 | 0 | 2.07% |
| WCMI | $6605345 | 0 | 1.58% |
| VGT | $6568476 | 0 | 1.57% |
| SDVY | $3727469 | 0 | 0.89% |
| TYG | $3367481 | 0 | 0.81% |
| VEA | $3275146 | 0 | 0.78% |
| KR | $3059814 | 0 | 0.73% |
| EQBK | $2484038 | 0 | 0.59% |
| SPYM | $2395257 | 0 | 0.57% |
| SGOL | $2082885 | 0 | 0.50% |
| IJR | $1999792 | 0 | 0.48% |
| PULS | $1850940 | 0 | 0.44% |
| XLK | $1779838 | 0 | 0.43% |
| TXN | $1709133 | 0 | 0.41% |
| XLF | $1529815 | 0 | 0.37% |
季度涨幅榜
| 证券 | 操作 | 股份变动 | 价值变动 |
|---|---|---|---|
| NVDA | 仅价格变动 | +0 | +$10.3M |
| AAPL | 仅价格变动 | +0 | +$8.3M |
| SMH | 仅价格变动 | +0 | +$7.3M |
| MSFT | 仅价格变动 | +0 | +$4.0M |
| AMZN | 仅价格变动 | +0 | +$3.8M |
| VTI | 仅价格变动 | +0 | +$3.6M |
| BRKB | 仅价格变动 | +0 | +$3.4M |
| AMD | 仅价格变动 | +0 | +$2.8M |
| AVGO | 仅价格变动 | +0 | +$2.4M |
| GLD | 仅价格变动 | +0 | -$2.2M |
5 个持仓已隐藏（数据完整性检查）
已退出持仓
包含公司事件（合并、退市）——并非所有退出都是卖出
已关闭的头寸反映了 13F 报告的变更；对于指数管理人来说，这些通常是机械性的（退市、并购、指数再平衡），而不是主动决策。
| 证券 | 季度 | 先前持股数 | 先前价值 | 退出后价格 |
|---|---|---|---|---|
| PAUG | 2025年9月30日 | 58106 | $2350969 | 不再跟踪 |
| NSEP | 2025年9月30日 | 59140 | $1615439 | 不再跟踪 |
| HON | 2026年6月30日 | 0 | $757200 | -1.9% |
| PFF | 2025年6月30日 | 23785 | $730913 | |
| XYZ | 2025年3月31日 | 5808 | $493656 | 47.4% |
| ZBRA | 2025年3月31日 | 1200 | $463464 | 27.3% |
| PYPL | 2025年12月31日 | 6797 | $455773 | 6.6% |
| INTU | 2026年3月31日 | 0 | $445809 | -16.6% |
| EJUL | 2025年9月30日 | 13949 | $386107 | 不再跟踪 |
| IPG | 2025年12月31日 | 13100 | $365621 | 不再跟踪 |
| CMG | 2025年9月30日 | 5650 | $317248 | -8.4% |
| SE | 2026年6月30日 | 0 | $315092 | 21.8% |
| ETHE | 2026年6月30日 | 0 | $311032 | 不再跟踪 |
| ZM | 2025年12月31日 | 3549 | $292793 | 22.7% |
| XOM | 2025年3月31日 | 2702 | $290693 | 39.9% |
| CVX | 2025年12月31日 | 1788 | $277643 | 35.5% |
| DOCU | 2026年3月31日 | 0 | $272779 | 28.5% |
| LYV | 2025年12月31日 | 1665 | $272061 | 27.9% |
| DIS | 2025年3月31日 | 2429 | $271673 | 8.5% |
| IPAY | 2026年3月31日 | 0 | $271283 | 不再跟踪 |
| GNRC | 2025年3月31日 | 1598 | $247770 | 66.5% |
| HOOD | 2026年3月31日 | 0 | $245993 | 53.4% |
| PEP | 2026年3月31日 | 0 | $233901 | -8.2% |
| ADBE | 2025年9月30日 | 604 | $233676 | -22.6% |
| ULTA | 2026年6月30日 | 0 | $233651 | 15.0% |
| XOP | 2025年9月30日 | 1857 | $233611 | 不再跟踪 |
| OKTA | 2025年9月30日 | 2335 | $233430 | 44.7% |
| OC | 2025年3月31日 | 1350 | $229932 | 3.7% |
| IEMG | 2026年3月31日 | 0 | $229572 | 不再跟踪 |
| COIN | 2026年6月30日 | 0 | $227517 | 28.2% |
| DIS | 2025年9月30日 | 1823 | $226857 | -6.4% |
| FSMD | 2025年9月30日 | 5431 | $225212 | 不再跟踪 |
| IGV | 2026年3月31日 | 0 | $224486 | 不再跟踪 |
| LMT | 2025年3月31日 | 460 | $223532 | 27.3% |
| CARR | 2025年12月31日 | 3726 | $222442 | 15.3% |
| CRM | 2025年9月30日 | 798 | $217938 | -13.3% |
| TT | 2025年3月31日 | 580 | $214223 | 35.0% |
| IGV | 2025年3月31日 | 2117 | $211955 | 不再跟踪 |
| UNH | 2025年12月31日 | 612 | $211153 | 17.3% |
| TT | 2025年12月31日 | 500 | $210980 | 16.9% |
| SYY | 2026年3月31日 | 0 | $209501 | 17.9% |
| CRWD | 2025年12月31日 | 426 | $208902 | -60.1% |
| MU | 2025年3月31日 | 2472 | $208311 | 1033.2% |
| ULTA | 2025年3月31日 | 477 | $207462 | 41.4% |
| KMB | 2026年3月31日 | 0 | $206878 | 12.4% |
| HERO | 2025年12月31日 | 6092 | $206418 | |
| FNF | 2025年6月30日 | 3120 | $203050 | -11.9% |
| BTC | 2025年12月31日 | 3973 | $201153 | 不再跟踪 |
| QQQ | 2025年3月31日 | 393 | $201041 | |
| KBWD | 2025年3月31日 | 11175 | $163937 |