PrairieView Partners, LLC
CIK 1726673 · 在 SEC EDGAR 上查看 ↗
- 投资组合价值
- $1.0M
- 持仓
- 394
- 截至
- 2025年6月30日 数据截至 Q2 2025
按 13F 价值排名第 9159（共 9443） · 前 97.0%
投资组合价值同比（季度）：+7.9% 13F不披露现金
- 前十大持仓权重
- 66.23%
- 前二十五大持仓权重
- 86.32%
- 持仓高于 1%
- 17
- 有效持仓数量
- 15.1
仅基于13F多头股票持仓（现金、债券、空头未披露）
周转率 Q2 2025: 1.56% 估计买入 $26753 · 卖出 $15568
- 新仓位
- 18
- 增加
- 79
- 减少
- 64
- 已结清
- 10
本页内容
行业细分
Technology
1.0%
Industrials
0.9%
Health Care
0.4%
Communication Services
0.3%
Retail
0.3%
Financials
0.2%
Materials
0.1%
Financial Services
0.1%
Utilities
0.1%
Consumer Discretionary
0.1%
Consumer Staples
0.1%
Energy
0.1%
Consumer products
0.0%
Communications
0.0%
Telecommunication
0.0%
Diversified Consumer Services
0.0%
Logistics & Transportation
0.0%
其他/未映射
96.3%
完整投资组合 394 持仓
| 类型 | 连胜 | 8个季度趋势 | |||||
|---|---|---|---|---|---|---|---|
| VTI | $174076 | 16.84% | 572751 | $18460 | 上涨 ×1 | ||
| AVSF | $125264 | 12.11% | 2663499 | $2617 | 上涨 ×1 | ||
| AVLV | $84083 | 8.13% | 1232715 | $5476 | 上涨 ×1 | ||
| AVIV | $66224 | 6.40% | 1064106 | $4835 | 下跌 ×1 | ||
| DFGX Dimensional Global ex US Core Fixed Income ETF | $45367 | 4.39% | 850209 | $1940 | 上涨 ×2 | ||
| VGIT Vanguard Intermediate-Term Treasury ETF | $45328 | 4.38% | 757870 | $1223 | 上涨 ×2 | ||
| VTV | $38568 | 3.73% | 218223 | $2483 | 上涨 ×2 | ||
| AVDV | $38232 | 3.70% | 482251 | $3294 | 下跌 ×1 | ||
| VSS | $34046 | 3.29% | 253342 | $3817 | 下跌 ×1 | ||
| VEA | $33586 | 3.25% | 589130 | $3760 | 上涨 ×2 | ||
| AVUV | $31166 | 3.01% | 342112 | $2162 | 上涨 ×1 | ||
| AVSC | $24142 | 2.33% | 468157 | $5245 | 上涨 ×1 | ||
| AVEM | $23840 | 2.31% | 347829 | $2558 | 下跌 ×1 | ||
| ITOT | $20986 | 2.03% | 155411 | $4727 | 上涨 ×2 | ||
| VWO | $20866 | 2.02% | 421881 | $1585 | 下跌 ×2 | ||
| SCHB | $15559 | 1.50% | 652952 | $2112 | 上涨 ×1 | ||
| AVDE | $11661 | 1.13% | 157570 | $1205 | 下跌 ×2 | ||
| VB | $10233 | 0.99% | 43181 | $-1910 | 下跌 ×1 | ||
| SCHC | $8691 | 0.84% | 204064 | $2215 | 上涨 ×2 | ||
| VBR | $8471 | 0.82% | 43439 | $414 | 上涨 ×2 | ||
| SUB | $6584 | 0.64% | 61915 | $913 | 上涨 ×1 | ||
| EFV | $6534 | 0.63% | 102940 | $328 | 下跌 ×2 | ||
| IUSV iShares Core S&P U.S. Value ETF | $6528 | 0.63% | 68988 | $688 | 上涨 ×1 | ||
| MMM 3M Company Common Stock | $6296 | 0.61% | 41359 | $729 | 上涨 ×1 | ||
| SCHV | $6185 | 0.60% | 223537 | $153 | 下跌 ×2 | ||
| SMB | $5680 | 0.55% | 329136 | $659 | 上涨 ×1 | ||
| AAPL Apple Inc. - Common Stock | $5178 | 0.50% | 25240 | $-623 | 下跌 ×1 | ||
| DLS | $4471 | 0.43% | 59532 | $1002 | 上涨 ×1 | ||
| IEFA | $4113 | 0.40% | 49279 | $527 | 上涨 ×2 | ||
| FNDF | $3968 | 0.38% | 99158 | $382 | 下跌 ×2 | ||
| DFSD | $3644 | 0.35% | 75908 | $315 | 上涨 ×2 | ||
| IEMG | $3615 | 0.35% | 60222 | $426 | 上涨 ×2 | ||
| VV | $3545 | 0.34% | 12429 | $351 | |||
| IJR | $3495 | 0.34% | 31984 | $83 | 下跌 ×1 | ||
| VCSH Vanguard Short-Term Corporate Bond ETF | $3315 | 0.32% | 41703 | $-439 | 下跌 ×2 | ||
| SCHA | $3306 | 0.32% | 130701 | $354 | 上涨 ×1 | ||
| DFNM | $3141 | 0.30% | 66227 | $-297 | 下跌 ×1 | ||
| VTEB | $3012 | 0.29% | 61434 | $-1312 | 下跌 ×1 | ||
| VTES | $2984 | 0.29% | 29572 | $-1123 | 下跌 ×1 | ||
| FNDA | $2874 | 0.28% | 100341 | $434 | 上涨 ×1 | ||
| SCHE | $2838 | 0.27% | 94173 | $137 | 下跌 ×2 | ||
| SCHF | $2767 | 0.27% | 125209 | $284 | 下跌 ×2 | ||
| BSV | $2747 | 0.27% | 34907 | $-307 | 下跌 ×2 | ||
| MSFT Microsoft Corporation - Common Stock | $2742 | 0.27% | 5514 | $673 | 上涨 ×2 | ||
| SCZ iShares MSCI EAFE Small-Cap ETF | $2623 | 0.25% | 36097 | $417 | 上涨 ×1 | ||
| FNDC | $2565 | 0.25% | 61019 | $278 | 下跌 ×2 | ||
| SCHR | $2552 | 0.25% | 101966 | $-72 | 下跌 ×1 | ||
| AVMU | $2480 | 0.24% | 55420 | $658 | 上涨 ×1 | ||
| AVSU | $2141 | 0.21% | 31217 | $169 | 下跌 ×2 | ||
| IJS | $2093 | 0.20% | 21047 | $27 | 下跌 ×2 | ||
| DFAE | $2077 | 0.20% | 71750 | $589 | 上涨 ×1 | ||
| BNDX Vanguard Total International Bond ETF | $2059 | 0.20% | 41589 | $18 | 下跌 ×2 | ||
| MUB | $1890 | 0.18% | 18096 | $613 | 上涨 ×1 | ||
| GOOGL Alphabet Inc. - Class A Common Stock | $1787 | 0.17% | 10141 | $192 | 下跌 ×2 | ||
| SUSB iShares ESG Aware 1-5 Year USD Corporate Bond ETF | $1617 | 0.16% | 64261 | $100 | 上涨 ×1 | ||
| IWF | $1521 | 0.15% | 3583 | $197 | 下跌 ×2 | ||
| BRKA | $1457 | 0.14% | 2 | $-3333 | 下跌 ×1 | ||
| DTH | $1425 | 0.14% | 30773 | $118 | 下跌 ×1 | ||
| NULV | $1289 | 0.12% | 30771 | $43 | 下跌 ×2 | ||
| ABT Abbott Laboratories Common Stock | $1119 | 0.11% | 8231 | $28 | |||
| GOOG Alphabet Inc. - Class C Capital Stock | $1114 | 0.11% | 6281 | $102 | 下跌 ×1 | ||
| SLQD iShares 0-5 Year Investment Grade Corporate Bond ETF | $1062 | 0.10% | 20994 | $-60 | 下跌 ×2 | ||
| SPY SPY | $1040 | 0.10% | 1685 | $104 | 上涨 ×1 | ||
| COST Costco Wholesale Corporation - Common Stock | $990 | 0.10% | 1001 | $47 | 上涨 ×2 | ||
| DFIV | $929 | 0.09% | 21708 | $233 | 上涨 ×2 | ||
| DISV | $915 | 0.09% | 27832 | $420 | 上涨 ×2 | ||
| AMZN Amazon.com, Inc. - Common Stock | $897 | 0.09% | 4092 | $159 | 上涨 ×2 | ||
| AVUS | $857 | 0.08% | 8501 | $72 | |||
| QQQ Invesco QQQ Trust, Series 1 | $832 | 0.08% | 1508 | $43 | 下跌 ×2 | ||
| AVSD | $821 | 0.08% | 12160 | $56 | 下跌 ×2 | ||
| SOLV Solventum Corporation Common Stock | $812 | 0.08% | 10713 | $93 | 上涨 ×1 | ||
| IAGG | $789 | 0.08% | 15447 | $-21 | 下跌 ×2 | ||
| SHW Sherwin-Williams Company (The) Common Stock | $755 | 0.07% | 2200 | $-33 | 下跌 ×2 | ||
| VOO | $750 | 0.07% | 1322 | $263 | 上涨 ×1 | ||
| MGK | $727 | 0.07% | 1988 | $113 | |||
| VIG | $715 | 0.07% | 3497 | $38 | 上涨 ×1 | ||
| SCHO | $713 | 0.07% | 29261 | $-95 | 下跌 ×2 | ||
| BGRN iShares USD Green Bond ETF | $710 | 0.07% | 14915 | $26 | 上涨 ×2 | ||
| NVDA NVIDIA Corporation - Common Stock | $700 | 0.07% | 4431 | $221 | 上涨 ×1 | ||
| ECL Ecolab Inc. Common Stock | $698 | 0.07% | 2594 | $41 | |||
| LLY Eli Lilly and Company Common Stock | $667 | 0.06% | 856 | $-40 | |||
| DE Deere & Company Common Stock | $638 | 0.06% | 1256 | $49 | |||
| AGG | $636 | 0.06% | 6412 | $47 | 上涨 ×2 | ||
| SHM | $600 | 0.06% | 12553 | $-96 | 下跌 ×2 | ||
| VEU | $590 | 0.06% | 8784 | $123 | 上涨 ×1 | ||
| AVES | $550 | 0.05% | 10280 | $22 | 下跌 ×1 | ||
| IWD | $535 | 0.05% | 2759 | $16 | |||
| HD Home Depot, Inc. (The) Common Stock | $532 | 0.05% | 1453 | $0 | |||
| IWV | $507 | 0.05% | 1446 | $48 | |||
| DFAS | $497 | 0.05% | 7812 | $31 | |||
| UMBF UMB Financial Corporation - Common Stock | $470 | 0.05% | 4476 | $18 | |||
| UNH UnitedHealth Group Incorporated Common Stock (DE) | $469 | 0.05% | 1506 | $-246 | 上涨 ×1 | ||
| TRV The Travelers Companies, Inc. Common Stock | $464 | 0.04% | 1735 | $6 | |||
| IEI iShares 3-7 Year Treasury Bond ETF | $450 | 0.04% | 3779 | $24 | 上涨 ×2 | ||
| V Visa Inc. | $447 | 0.04% | 1260 | $6 | |||
| SPTM | $444 | 0.04% | 5936 | $41 | |||
| JPM JP Morgan Chase & Co. Common Stock | $391 | 0.04% | 1350 | $60 | |||
| VONV Vanguard Russell 1000 Value ETF | $388 | 0.04% | 4565 | $12 | |||
| ESML | $383 | 0.04% | 9271 | $27 | 下跌 ×1 | ||
| VT | $372 | 0.04% | 2895 | $39 | 上涨 ×1 | ||
| 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。
季度涨幅榜
| 证券 | 操作 | 股份变动 | 价值变动 |
|---|---|---|---|
| VTI | 增持 | +7K | +$18K |
| AVLV | 增持 | +27K | +$5K |
| AVSC | 增持 | +78K | +$5K |
| AVIV | 削减 | -19K | +$5K |
| ITOT | 增持 | +22K | +$5K |
| VSS | 削减 | -8K | +$4K |
| VEA | 增持 | +2K | +$4K |
| BRKA | 削减 | -4 | -$3K |
| AVDV | 削减 | -19K | +$3K |
| AVSF | 增持 | +39K | +$3K |
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 |
|---|---|---|---|---|
| HTLF | 2025年3月31日 | 40551 | $2485 | 不再跟踪 |
| EMR | 2025年3月31日 | 426 | $52 | 42.3% |
| SPSB | 2025年3月31日 | 1426 | $42 | 不再跟踪 |
| AMD | 2025年3月31日 | 300 | $36 | 358.2% |
| GVA | 2025年3月31日 | 400 | $35 | 64.6% |
| HSIC | 2025年3月31日 | 313 | $21 | 29.0% |
| XLG | 2025年6月30日 | 400 | $18 | 不再跟踪 |
| DHR | 2025年3月31日 | 75 | $17 | 4.4% |
| BYRN | 2025年6月30日 | 1000 | $16 | -88.2% |
| MDYV | 2025年3月31日 | 155 | $12 | 不再跟踪 |
| SLYG | 2025年3月31日 | 134 | $12 | 不再跟踪 |
| ITB | 2025年3月31日 | 114 | $11 | 不再跟踪 |
| JWN | 2025年6月30日 | 418 | $10 | 不再跟踪 |
| SGOV | 2025年3月31日 | 85 | $8 | 0.0% |
| KMI | 2025年6月30日 | 271 | $7 | 7.4% |
| GEAR | 2025年3月31日 | 324 | $6 | 不再跟踪 |
| BUD | 2025年6月30日 | 35 | $2 | 13.4% |
| MDYG | 2025年3月31日 | 20 | $1 | 不再跟踪 |
| REZI | 2025年3月31日 | 61 | $1 | 15.0% |
| ALB | 2025年6月30日 | 1 | $0 | 126.9% |
| ASIX | 2025年3月31日 | 14 | $0 | -22.6% |
| GOLD | 2025年6月30日 | 15 | $0 | 110.5% |
| GTX | 2025年3月31日 | 36 | $0 | 221.4% |
| MP | 2025年6月30日 | 7 | $0 | 72.8% |
| SNDL | 2025年6月30日 | 40 | $0 | 9.9% |
| X | 2025年6月30日 | 4 | $0 | 不再跟踪 |