Private Wealth Partners, LLC
MILL VALLEY CA · SEC CIK 0001335851
$12.98亿2026Q1 申报市值
169持仓数
48.9%前十大占比 · 第一大 8.4%
9 / 9新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
SCHW 加仓+$919.40万
ORCL 加仓+$556.03万
BRK/B 加仓+$182.86万
NXPI 加仓+$140.64万
VMC 新建仓+$108.92万
2026Q1 卖出最多 按季末市值估算
NVDA 减仓-$2,416.24万
ADBE 减仓-$529.04万
SOLS 减仓-$514.03万
META 减仓-$280.71万
GOOGL 减仓-$234.59万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | $152.20万 | 0.12% | 2,547 | -16 | -0.6% | -$9,561 | 减仓 |
| KR | KROGER CO | $159.00万 | 0.12% | 21,974 | 0 | 0.0% | — | 不变 |
| QDPL | PACER FDS TR | $160.35万 | 0.12% | 39,950 | 0 | 0.0% | — | 不变 |
| REGN | REGENERON PHARMACEUTICALS | $161.87万 | 0.12% | 2,095 | -175 | -7.7% | -$13.52万 | 减仓 |
| ABT | ABBOTT LABORATORIES | $168.04万 | 0.13% | 16,367 | -17,294 | -51.4% | -$177.56万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $175.23万 | 0.13% | 5,462 | -2,968 | -35.2% | -$95.22万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $181.27万 | 0.14% | 11,307 | 5,889 | 108.7% | $94.41万 | 加仓 |
| GTOP | GOLDMAN SACHS ETF TR | $181.95万 | 0.14% | 50,252 | 2,000 | 4.1% | $7.24万 | 加仓 |
| ET | ENERGY TRANSFER L P | $186.25万 | 0.14% | 96,500 | 0 | 0.0% | — | 不变 |
| DUK | DUKE ENERGY CORP NEW | $189.75万 | 0.15% | 14,491 | 18 | 0.1% | $2,357 | 加仓 |
| JTEK | J P MORGAN EXCHANGE TRADED F | $190.14万 | 0.15% | 23,905 | -540 | -2.2% | -$4.30万 | 减仓 |
| NXPI | NXP SEMICONDUCTORS N V | $209.70万 | 0.16% | 10,652 | 7,144 | 203.6% | $140.64万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $216.53万 | 0.17% | 23,313 | 16 | 0.1% | $1,486 | 加仓 |
| CCJ | CAMECO CORP | $219.39万 | 0.17% | 20,200 | 0 | 0.0% | — | 不变 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $221.56万 | 0.17% | 6,556 | 1,088 | 19.9% | $36.77万 | 加仓 |
| OXY | OCCIDENTAL PETE CORP | $222.75万 | 0.17% | 34,270 | -5,215 | -13.2% | -$33.90万 | 减仓 |
| AVGO | BROADCOM INC | $231.88万 | 0.18% | 7,492 | 2,438 | 48.2% | $75.46万 | 加仓 |
| WMT | WALMART INC | $234.26万 | 0.18% | 18,849 | -255 | -1.3% | -$3.17万 | 减仓 |
| — | BANK AMERICA CORP | $238.31万 | 0.18% | 2,000 | 0 | 0.0% | — | 不变 |
| META | META PLATFORMS INC | $238.42万 | 0.18% | 4,167 | -4,906 | -54.1% | -$280.71万 | 减仓 |
| JGRO | J P MORGAN EXCHANGE TRADED F | $242.57万 | 0.19% | 28,700 | -8,800 | -23.5% | -$74.38万 | 减仓 |
| XGDVX | GABELLI DIVID & INCOME TR | $255.46万 | 0.20% | 94,859 | 750 | 0.8% | $2.02万 | 加仓 |
| CRM | SALESFORCE INC | $275.94万 | 0.21% | 14,782 | -3,607 | -19.6% | -$67.33万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $292.65万 | 0.23% | 9,675 | 1,073 | 12.5% | $32.46万 | 加仓 |
| BKR | BAKER HUGHES COMPANY | $296.09万 | 0.23% | 48,500 | 0 | 0.0% | — | 不变 |
| IVV | ISHARES TR | $306.62万 | 0.24% | 4,694 | -1,187 | -20.2% | -$77.54万 | 减仓 |
| SPGI | S&P GLOBAL INC | $315.43万 | 0.24% | 7,416 | -536 | -6.7% | -$22.80万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $324.92万 | 0.25% | 22,495 | -747 | -3.2% | -$10.79万 | 减仓 |
| TSLA | TESLA INC | $327.29万 | 0.25% | 8,804 | 2,664 | 43.4% | $99.03万 | 加仓 |
| MCD | MCDONALDS CORP | $329.47万 | 0.25% | 10,601 | 340 | 3.3% | $10.57万 | 加仓 |
| ETN | EATON CORP PLC | $352.73万 | 0.27% | 9,862 | 2,162 | 28.1% | $77.33万 | 加仓 |
| BX | BLACKSTONE INC | $354.39万 | 0.27% | 30,819 | 2,875 | 10.3% | $33.06万 | 加仓 |
| GPIX | GOLDMAN SACHS ETF TR | $383.58万 | 0.30% | 76,654 | 7,500 | 10.8% | $37.53万 | 加仓 |
| LOW | LOWES COS INC | $386.91万 | 0.30% | 16,375 | 25 | 0.2% | $5,907 | 加仓 |
| PEP | PEPSICO INC | $389.02万 | 0.30% | 25,051 | -1,365 | -5.2% | -$21.20万 | 减仓 |
| GLD | SPDR GOLD TR | $409.46万 | 0.32% | 9,516 | -100 | -1.0% | -$4.30万 | 减仓 |
| LLY | ELI LILLY & CO | $429.99万 | 0.33% | 4,675 | -724 | -13.4% | -$66.59万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $444.64万 | 0.34% | 6,837 | -95 | -1.4% | -$6.18万 | 减仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $450.67万 | 0.35% | 119,100 | 1,800 | 1.5% | $6.81万 | 加仓 |
| ZTS | ZOETIS INC | $500.71万 | 0.39% | 42,358 | -1,878 | -4.2% | -$22.20万 | 减仓 |
| MPLX | MPLX LP | $538.74万 | 0.41% | 94,400 | 0 | 0.0% | — | 不变 |
| MRVL | MARVELL TECHNOLOGY INC | $583.08万 | 0.45% | 58,867 | -1,425 | -2.4% | -$14.11万 | 减仓 |
| ADBE | ADOBE INC | $598.46万 | 0.46% | 24,620 | -21,764 | -46.9% | -$529.04万 | 减仓 |
| FTNT | FORTINET INC | $735.48万 | 0.57% | 90,000 | 0 | 0.0% | — | 不变 |
| DIS | DISNEY WALT CO | $776.25万 | 0.60% | 80,540 | -237 | -0.3% | -$2.28万 | 减仓 |
| ADI | ANALOG DEVICES INC | $812.91万 | 0.63% | 25,552 | -113 | -0.4% | -$3.59万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $815.94万 | 0.63% | 16,330 | 1,587 | 10.8% | $79.30万 | 加仓 |
| ORCL | ORACLE CORP | $830.73万 | 0.64% | 56,470 | 37,797 | 202.4% | $556.03万 | 加仓 |
| MS | MORGAN STANLEY | $844.84万 | 0.65% | 51,336 | -462 | -0.9% | -$7.60万 | 减仓 |
| KMI | KINDER MORGAN INC DEL | $855.50万 | 0.66% | 255,145 | -5,645 | -2.2% | -$18.93万 | 减仓 |
| TPG | TPG INC | $982.81万 | 0.76% | 242,610 | 19,710 | 8.8% | $79.85万 | 加仓 |
| KKR | KKR & CO INC | $1,012.55万 | 0.78% | 109,465 | -235 | -0.2% | -$2.17万 | 减仓 |
| SYK | STRYKER CORPORATION | $1,020.92万 | 0.79% | 31,070 | 141 | 0.5% | $4.63万 | 加仓 |
| FCX | FREEPORT MCMORAN INC | $1,104.08万 | 0.85% | 187,832 | -2,925 | -1.5% | -$17.19万 | 减仓 |
| HD | HOME DEPOT INC | $1,198.95万 | 0.92% | 36,455 | -931 | -2.5% | -$30.62万 | 减仓 |
| BSX | BOSTON SCIENTIFIC CORP | $1,236.71万 | 0.95% | 197,086 | 862 | 0.4% | $5.41万 | 加仓 |
| QCOM | QUALCOMM INC | $1,503.32万 | 1.16% | 116,736 | -3,349 | -2.8% | -$43.13万 | 减仓 |
| QQQ | INVESCO QQQ TR | $1,611.55万 | 1.24% | 27,921 | -4,031 | -12.6% | -$232.66万 | 减仓 |
| PFE | PFIZER INC | $1,698.50万 | 1.31% | 604,878 | 28,031 | 4.9% | $78.71万 | 加仓 |
| DHR | DANAHER CORP DEL | $1,779.42万 | 1.37% | 93,851 | -1,178 | -1.2% | -$22.33万 | 减仓 |
| SOLS | SOLSTICE ADVANCED MATLS INC | $1,810.47万 | 1.39% | 237,719 | -67,494 | -22.1% | -$514.03万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $1,871.20万 | 1.44% | 76,551 | -656 | -0.8% | -$16.04万 | 减仓 |
| SCHW | SCHWAB CHARLES CORP | $1,919.52万 | 1.48% | 204,248 | 97,829 | 91.9% | $919.40万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $2,253.82万 | 1.74% | 110,791 | -1,226 | -1.1% | -$24.94万 | 减仓 |
| MCK | MCKESSON CORP | $2,621.87万 | 2.02% | 30,298 | -253 | -0.8% | -$21.89万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $3,080.21万 | 2.37% | 30,912 | -265 | -0.8% | -$26.41万 | 减仓 |
| — | HONEYWELL INTL INC | $3,089.76万 | 2.38% | 136,697 | -1,715 | -1.2% | -$38.76万 | 减仓 |
| ABBV | ABBVIE INC | $3,108.27万 | 2.39% | 142,915 | 206 | 0.1% | $4.48万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $3,110.66万 | 2.40% | 63,285 | -29 | -0.0% | -$1.43万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $3,139.93万 | 2.42% | 37,115 | -1,585 | -4.1% | -$134.09万 | 减仓 |
| CVX | CHEVRON CORPORATION | $3,375.57万 | 2.60% | 163,150 | -5,091 | -3.0% | -$105.33万 | 减仓 |
| GOOG | ALPHABET INC | $3,381.45万 | 2.60% | 117,878 | -4,602 | -3.8% | -$132.01万 | 减仓 |
| MRK | MERCK & CO INC | $3,721.02万 | 2.87% | 309,338 | -2,449 | -0.8% | -$29.46万 | 减仓 |
| V | VISA INC | $4,181.97万 | 3.22% | 138,366 | -229 | -0.2% | -$6.92万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $4,437.65万 | 3.42% | 150,859 | -3,073 | -2.0% | -$90.40万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $4,841.31万 | 3.73% | 101,029 | 3,816 | 3.9% | $182.86万 | 加仓 |
| AMZN | AMAZON COM INC | $5,759.31万 | 4.44% | 276,531 | 4,246 | 1.6% | $88.43万 | 加仓 |
| MSFT | MICROSOFT CORP | $7,456.83万 | 5.74% | 201,443 | 626 | 0.3% | $23.17万 | 加仓 |
| GOOGL | ALPHABET INC | $8,650.49万 | 6.66% | 300,824 | -8,158 | -2.6% | -$234.59万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $1.01亿 | 7.80% | 580,328 | -138,546 | -19.3% | -$2,416.24万 | 减仓 |
| AAPL | APPLE INC | $1.09亿 | 8.38% | 428,458 | -8,009 | -1.8% | -$203.26万 | 减仓 |