Private Wealth Partners, LLC
MILL VALLEY CA · SEC CIK 0001335851
$14.03亿2026Q2 申报市值
183持仓数
50.7%前十大占比 · 第一大 8.4%
23 / 12新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
HONA 新建仓+$1,669.97万
BRK/B 加仓+$709.25万
JTEK 加仓+$399.80万
KKR 加仓+$156.46万
CIEN 新建仓+$96.89万
2026Q2 卖出最多 按季末市值估算
HON 减仓-$1,376.09万
GOOGL 减仓-$874.56万
AAPL 减仓-$653.17万
AMD 减仓-$627.56万
COST 减仓-$526.21万
2026Q2 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| ZTS | ZOETIS INC | $0 | 0.00% | 0 | -42,358 | -100.0% | -$500.71万 | 清仓 |
| VMC | VULCAN MATLS CO | $0 | 0.00% | 0 | -4,000 | -100.0% | -$108.92万 | 清仓 |
| BITB | BITWISE BITCOIN ETF TR | $0 | 0.00% | 0 | -26,670 | -100.0% | -$98.17万 | 清仓 |
| SNOW | SNOWFLAKE INC | $0 | 0.00% | 0 | -6,390 | -100.0% | -$96.37万 | 清仓 |
| DASH | DOORDASH INC | $0 | 0.00% | 0 | -4,810 | -100.0% | -$72.22万 | 清仓 |
| NOW | SERVICENOW INC | $0 | 0.00% | 0 | -4,835 | -100.0% | -$50.55万 | 清仓 |
| NOC | NORTHROP GRUMMAN CORP | $0 | 0.00% | 0 | -739 | -100.0% | -$50.42万 | 清仓 |
| GEHC | GE HEALTHCARE TECHNOLOGIES I | $0 | 0.00% | 0 | -5,900 | -100.0% | -$42.00万 | 清仓 |
| ECHO | ECHOSTAR CORP | $0 | 0.00% | 0 | -2,200 | -100.0% | -$25.76万 | 清仓 |
| WYNN | WYNN RESORTS LTD | $0 | 0.00% | 0 | -2,510 | -100.0% | -$25.49万 | 清仓 |
| VLTO | VERALTO CORP | $0 | 0.00% | 0 | -2,821 | -100.0% | -$24.94万 | 清仓 |
| TMC | TMC THE METALS COMPANY INC 看涨期权 | $0 | 0.00% | 0 | -40,000 | -100.0% | -$18.68万 | 清仓 |
| PACB | PACIFIC BIOSCIENCES CALIF IN | $4.20万 | 0.00% | 25,000 | 0 | 0.0% | — | 不变 |
| NU | NU HLDGS LTD | $18.57万 | 0.01% | 13,900 | 0 | 0.0% | — | 不变 |
| COF | CAPITAL ONE FINL CORP | $20.06万 | 0.01% | 1,000 | 0 | 0.0% | — | 重新持有 |
| SO | SOUTHERN CO | $20.10万 | 0.01% | 2,100 | 0 | 0.0% | — | 不变 |
| BABA | ALIBABA GROUP HLDG LTD | $20.40万 | 0.01% | 2,125 | 2,125 | — | $20.40万 | 新建仓 |
| IYW | ISHARES TR | $20.43万 | 0.01% | 810 | 810 | — | $20.43万 | 新建仓 |
| NVS | NOVARTIS AG | $20.56万 | 0.01% | 1,312 | 0 | 0.0% | — | 不变 |
| IQLT | ISHARES TR | $20.65万 | 0.01% | 4,168 | 4,168 | — | $20.65万 | 新建仓 |
| SCHX | SCHWAB STRATEGIC TR | $20.90万 | 0.01% | 7,102 | 7,102 | — | $20.90万 | 新建仓 |
| IVW | ISHARES TR | $21.04万 | 0.01% | 1,530 | 1,530 | — | $21.04万 | 新建仓 |
| GEV | GE VERNOVA INC | $21.15万 | 0.02% | 180 | 180 | — | $21.15万 | 新建仓 |
| EFA | ISHARES TR | $21.37万 | 0.02% | 2,057 | 2,057 | — | $21.37万 | 新建仓 |
| BXDC | BLACKSTONE DIGITAL INFRASTRU | $21.63万 | 0.02% | 10,000 | 10,000 | — | $21.63万 | 新建仓 |
| DVY | ISHARES TR | $21.88万 | 0.02% | 1,400 | 0 | 0.0% | — | 不变 |
| XLF | SELECT SECTOR SPDR TR | $22.38万 | 0.02% | 4,175 | 0 | 0.0% | — | 不变 |
| APO | APOLLO GLOBAL MGMT INC | $22.38万 | 0.02% | 1,892 | -350 | -15.6% | -$4.14万 | 减仓 |
| REGN | REGENERON PHARMACEUTICALS | $22.45万 | 0.02% | 360 | -1,735 | -82.8% | -$108.18万 | 减仓 |
| AMGN | AMGEN INC | $22.45万 | 0.02% | 620 | 0 | 0.0% | — | 不变 |
| VYM | VANGUARD WHITEHALL FDS | $22.49万 | 0.02% | 1,423 | 0 | 0.0% | — | 不变 |
| GSST | GOLDMAN SACHS ETF TR | $22.76万 | 0.02% | 4,500 | -6,600 | -59.5% | -$33.38万 | 减仓 |
| GE | GE AEROSPACE | $22.83万 | 0.02% | 611 | 611 | — | $22.83万 | 新建仓 |
| AMD | ADVANCED MICRO DEVICES INC 看跌期权 | $23.24万 | 0.02% | 400 | 400 | — | $23.24万 | 新建仓 |
| EXPD | EXPEDITORS INTL WASH INC | $23.63万 | 0.02% | 1,450 | 0 | 0.0% | — | 不变 |
| AMZN | AMAZON COM INC 看跌期权 | $23.83万 | 0.02% | 1,000 | 1,000 | — | $23.83万 | 新建仓 |
| NUKZ | EXCHANGE TRADED CONCEPTS TRU | $23.86万 | 0.02% | 3,500 | 3,500 | — | $23.86万 | 新建仓 |
| — | PROSHARES TR | $24.23万 | 0.02% | 10,000 | 0 | 0.0% | — | 不变 |
| SMR | NUSCALE PWR CORP | $24.74万 | 0.02% | 24,670 | -45,575 | -64.9% | -$45.71万 | 减仓 |
| KO | COCA COLA CO | $24.77万 | 0.02% | 3,048 | 0 | 0.0% | — | 不变 |
| VFMO | VANGUARD WELLINGTON FD | $25.15万 | 0.02% | 1,008 | 1,008 | — | $25.15万 | 新建仓 |
| JAVA | J P MORGAN EXCHANGE TRADED F | $25.41万 | 0.02% | 3,200 | 0 | 0.0% | — | 不变 |
| ALGN | ALIGN TECHNOLOGY INC | $26.31万 | 0.02% | 1,560 | 0 | 0.0% | — | 不变 |
| AEM | AGNICO EAGLE MINES LTD | $26.68万 | 0.02% | 1,720 | 0 | 0.0% | — | 不变 |
| RSPN | INVESCO EXCHANGE TRADED FD T | $27.20万 | 0.02% | 4,250 | 4,250 | — | $27.20万 | 新建仓 |
| CEG | CONSTELLATION ENERGY CORP | $27.25万 | 0.02% | 1,097 | 1,097 | — | $27.25万 | 新建仓 |
| AAPL | APPLE INC 看跌期权 | $28.94万 | 0.02% | 1,000 | 1,000 | — | $28.94万 | 新建仓 |
| UBER | UBER TECHNOLOGIES INC | $29.29万 | 0.02% | 4,059 | 1,009 | 33.1% | $7.28万 | 加仓 |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $29.41万 | 0.02% | 840 | 0 | 0.0% | — | 不变 |
| SBUX | STARBUCKS CORP | $29.41万 | 0.02% | 2,878 | 282 | 10.9% | $2.88万 | 加仓 |
| — | GOLDMAN SACHS ETF TR | $29.86万 | 0.02% | 6,617 | 0 | 0.0% | — | 不变 |
| ADP | AUTOMATIC DATA PROCESSING IN | $29.90万 | 0.02% | 1,335 | -1 | -0.1% | -$224 | 减仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $30.54万 | 0.02% | 5,300 | -300 | -5.4% | -$1.73万 | 减仓 |
| XLY | SELECT SECTOR SPDR TR | $30.56万 | 0.02% | 2,606 | 0 | 0.0% | — | 不变 |
| BA | BOEING CO | $30.98万 | 0.02% | 1,431 | -2,624 | -64.7% | -$56.80万 | 减仓 |
| INSM | INSMED INC | $31.99万 | 0.02% | 3,000 | 3,000 | — | $31.99万 | 新建仓 |
| HLT | HILTON WORLDWIDE HLDGS INC | $33.05万 | 0.02% | 1,000 | 0 | 0.0% | — | 不变 |
| XLV | SELECT SECTOR SPDR TR | $33.93万 | 0.02% | 2,139 | 0 | 0.0% | — | 不变 |
| TT | TRANE TECHNOLOGIES PLC | $35.36万 | 0.03% | 720 | 100 | 16.1% | $4.91万 | 加仓 |
| EOG | EOG RES INC | $38.27万 | 0.03% | 2,950 | 0 | 0.0% | — | 不变 |
| VO | VANGUARD INDEX FDS | $38.29万 | 0.03% | 4,752 | 0 | 0.0% | — | 不变 |
| CLX | CLOROX CO DEL | $40.08万 | 0.03% | 4,200 | -200 | -4.5% | -$1.91万 | 减仓 |
| IYY | ISHARES TR | $40.10万 | 0.03% | 2,200 | -620 | -22.0% | -$11.30万 | 减仓 |
| DELL | DELL TECHNOLOGIES INC | $45.78万 | 0.03% | 1,061 | 1,061 | — | $45.78万 | 新建仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $46.01万 | 0.03% | 1,636 | -1,090 | -40.0% | -$30.65万 | 减仓 |
| KMB | KIMBERLY-CLARK CORP | $47.59万 | 0.03% | 4,335 | 0 | 0.0% | — | 不变 |
| D | DOMINION ENERGY INC | $48.14万 | 0.03% | 7,050 | 100 | 1.4% | $6,829 | 加仓 |
| ACN | ACCENTURE PLC IRELAND | $49.70万 | 0.04% | 3,994 | -2,044 | -33.9% | -$25.44万 | 减仓 |
| IWD | ISHARES TR | $51.64万 | 0.04% | 2,130 | 621 | 41.2% | $15.05万 | 加仓 |
| — | BLACKROCK ETF TRUST | $52.00万 | 0.04% | 12,200 | -35,500 | -74.4% | -$151.30万 | 重新持有 |
| IJH | ISHARES TR | $52.90万 | 0.04% | 6,860 | -102 | -1.5% | -$7,865 | 减仓 |
| HELO | J P MORGAN EXCHANGE TRADED F | $54.06万 | 0.04% | 8,000 | 0 | 0.0% | — | 不变 |
| STT | STATE STR CORP | $57.16万 | 0.04% | 3,370 | 0 | 0.0% | — | 不变 |
| AWK | AMERICAN WTR WKS CO INC NEW | $60.66万 | 0.04% | 4,610 | -4,000 | -46.5% | -$52.63万 | 减仓 |
| GSLC | GOLDMAN SACHS ETF TR | $60.73万 | 0.04% | 4,280 | 0 | 0.0% | — | 不变 |
| ISRG | INTUITIVE SURGICAL INC | $62.71万 | 0.04% | 1,577 | 227 | 16.8% | $9.03万 | 加仓 |
| BAC | BANK OF AMER CORP | $65.90万 | 0.05% | 11,565 | 1,582 | 15.8% | $9.01万 | 加仓 |
| GSEW | GOLDMAN SACHS ETF TR | $66.47万 | 0.05% | 7,040 | 0 | 0.0% | — | 不变 |
| OKLO | OKLO INC | $68.03万 | 0.05% | 13,000 | 6,000 | 85.7% | $31.40万 | 加仓 |
| NTRS | NORTHERN TR CORP | $70.84万 | 0.05% | 4,075 | 0 | 0.0% | — | 不变 |
| MMM | 3M CO | $72.05万 | 0.05% | 4,450 | -4,500 | -50.3% | -$72.86万 | 减仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $74.89万 | 0.05% | 1 | 0 | 0.0% | — | 不变 |
| GILD | GILEAD SCIENCES INC | $76.03万 | 0.05% | 6,018 | 18 | 0.3% | $2,274 | 加仓 |
| NFLX | NETFLIX INC. | $79.89万 | 0.06% | 11,189 | 1,674 | 17.6% | $11.95万 | 加仓 |
| ASML | ASML HLDG NV | $86.34万 | 0.06% | 434 | -198 | -31.3% | -$39.39万 | 减仓 |
| COP | CONOCOPHILLIPS | $89.41万 | 0.06% | 8,600 | -100 | -1.1% | -$1.04万 | 减仓 |
| KLAC | KLA CORP | $90.51万 | 0.06% | 3,000 | 0 | 0.0% | — | 不变 |
| ANET | ARISTA NETWORKS INC | $90.92万 | 0.06% | 5,352 | -1,420 | -21.0% | -$24.12万 | 减仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $93.04万 | 0.07% | 1,873 | 488 | 35.2% | $24.24万 | 加仓 |
| — | EXXON MOBIL CORP | $93.17万 | 0.07% | 6,815 | 715 | 11.7% | $9.78万 | 加仓 |
| — | GOLDMAN SACHS ETF TR | $95.70万 | 0.07% | 21,250 | 21,250 | — | $95.70万 | 新建仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $95.71万 | 0.07% | 2,550 | 2,550 | — | $95.71万 | 新建仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $96.02万 | 0.07% | 17,002 | -4,636 | -21.4% | -$26.18万 | 减仓 |
| CIEN | CIENA CORP | $96.89万 | 0.07% | 1,975 | 1,975 | — | $96.89万 | 新建仓 |
| BMRC | BANK OF MARIN BANCORP | $102.44万 | 0.07% | 36,983 | 0 | 0.0% | — | 不变 |
| XLK | SELECT SECTOR SPDR TR | $106.42万 | 0.08% | 5,586 | 0 | 0.0% | — | 不变 |
| CAT | CATERPILLAR INC | $107.24万 | 0.08% | 1,007 | -20 | -1.9% | -$2.13万 | 减仓 |
| ETR | ENTERGY CORP NEW | $111.41万 | 0.08% | 9,700 | 250 | 2.6% | $2.87万 | 加仓 |
| IUSG | ISHARES TR | $113.38万 | 0.08% | 6,028 | 0 | 0.0% | — | 不变 |
| BKR | BAKER HUGHES COMPANY | $114.33万 | 0.08% | 20,600 | -27,900 | -57.5% | -$154.84万 | 减仓 |