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 |
|---|---|---|---|---|---|---|---|---|
| — | BLACKROCK ETF TRUST | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| BAI | BLACKROCK ETF TRUST | $0 | 0.00% | 0 | -36,200 | -100.0% | -$120.55万 | 清仓 |
| NDAQ | NASDAQ INC | $0 | 0.00% | 0 | -5,020 | -100.0% | -$48.76万 | 清仓 |
| BDX | BECTON DICKINSON & CO | $0 | 0.00% | 0 | -1,329 | -100.0% | -$25.79万 | 清仓 |
| COF | CAPITAL ONE FINL CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| VIG | VANGUARD SPECIALIZED FUNDS | $0 | 0.00% | 0 | -999 | -100.0% | -$21.96万 | 清仓 |
| PYPL | PAYPAL HLDGS INC | $0 | 0.00% | 0 | -3,750 | -100.0% | -$21.89万 | 清仓 |
| SNPS | SYNOPSYS INC | $0 | 0.00% | 0 | -465 | -100.0% | -$21.84万 | 清仓 |
| VOX | VANGUARD WORLD FD | $0 | 0.00% | 0 | -1,059 | -100.0% | -$20.51万 | 清仓 |
| JLL | JONES LANG LASALLE INC | $0 | 0.00% | 0 | -600 | -100.0% | -$20.19万 | 清仓 |
| ACI | ALBERTSONS COS INC 看跌期权 | $0 | 0.00% | 0 | -65,000 | -100.0% | -$2.76万 | 清仓 |
| NVDA | NVIDIA CORPORATION 看跌期权 | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| PACB | PACIFIC BIOSCIENCES CALIF IN | $3.30万 | 0.00% | 25,000 | 0 | 0.0% | — | 不变 |
| TMC | TMC THE METALS COMPANY INC 看涨期权 | $18.68万 | 0.01% | 40,000 | 40,000 | — | $18.68万 | 新建仓 |
| NU | NU HLDGS LTD | $19.97万 | 0.02% | 13,900 | 0 | 0.0% | — | 不变 |
| NVS | NOVARTIS AG | $20.04万 | 0.02% | 1,312 | -500 | -27.6% | -$7.64万 | 减仓 |
| SO | SOUTHERN CO | $20.27万 | 0.02% | 2,100 | 2,100 | — | $20.27万 | 新建仓 |
| XLF | SELECT SECTOR SPDR TR | $20.61万 | 0.02% | 4,175 | 75 | 1.8% | $3,703 | 加仓 |
| EXPD | EXPEDITORS INTL WASH INC | $20.77万 | 0.02% | 1,450 | 0 | 0.0% | — | 不变 |
| VYM | VANGUARD WHITEHALL FDS | $21.07万 | 0.02% | 1,423 | 0 | 0.0% | — | 不变 |
| DVY | ISHARES TR | $21.20万 | 0.02% | 1,400 | 1,400 | — | $21.20万 | 新建仓 |
| AMGN | AMGEN INC | $21.81万 | 0.02% | 620 | -100 | -13.9% | -$3.52万 | 减仓 |
| UBER | UBER TECHNOLOGIES INC | $21.94万 | 0.02% | 3,050 | 458 | 17.7% | $3.29万 | 加仓 |
| JAVA | J P MORGAN EXCHANGE TRADED F | $22.96万 | 0.02% | 3,200 | 0 | 0.0% | — | 不变 |
| KO | COCA COLA CO | $23.18万 | 0.02% | 3,048 | -4 | -0.1% | -$304 | 减仓 |
| SBUX | STARBUCKS CORP | $23.25万 | 0.02% | 2,596 | 144 | 5.9% | $1.29万 | 加仓 |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $23.72万 | 0.02% | 840 | 840 | — | $23.72万 | 新建仓 |
| — | PROSHARES TR | $24.23万 | 0.02% | 10,000 | 0 | 0.0% | — | 不变 |
| VLTO | VERALTO CORP | $24.94万 | 0.02% | 2,821 | 0 | 0.0% | — | 不变 |
| APO | APOLLO GLOBAL MGMT INC | $24.98万 | 0.02% | 2,242 | -11,010 | -83.1% | -$122.67万 | 减仓 |
| WYNN | WYNN RESORTS LTD | $25.49万 | 0.02% | 2,510 | 0 | 0.0% | — | 不变 |
| ECHO | ECHOSTAR CORP | $25.76万 | 0.02% | 2,200 | 2,200 | — | $25.76万 | 新建仓 |
| TT | TRANE TECHNOLOGIES PLC | $25.84万 | 0.02% | 620 | 0 | 0.0% | — | 不变 |
| — | GOLDMAN SACHS ETF TR | $25.85万 | 0.02% | 6,617 | 0 | 0.0% | — | 不变 |
| ALGN | ALIGN TECHNOLOGY INC | $26.74万 | 0.02% | 1,560 | 0 | 0.0% | — | 不变 |
| ADP | AUTOMATIC DATA PROCESSING IN | $27.14万 | 0.02% | 1,336 | 1 | 0.1% | $203 | 加仓 |
| XLY | SELECT SECTOR SPDR TR | $28.40万 | 0.02% | 2,606 | 0 | 0.0% | — | 不变 |
| HLT | HILTON WORLDWIDE HLDGS INC | $30.41万 | 0.02% | 1,000 | 0 | 0.0% | — | 不变 |
| XLV | SELECT SECTOR SPDR TR | $31.35万 | 0.02% | 2,139 | -125 | -5.5% | -$1.83万 | 减仓 |
| IWD | ISHARES TR | $32.24万 | 0.02% | 1,509 | 0 | 0.0% | — | 不变 |
| BMY | BRISTOL-MYERS SQUIBB CO | $33.96万 | 0.03% | 5,600 | 0 | 0.0% | — | 不变 |
| VO | VANGUARD INDEX FDS | $34.12万 | 0.03% | 1,188 | 0 | 0.0% | — | 不变 |
| OKLO | OKLO INC | $34.71万 | 0.03% | 7,000 | 1,000 | 16.7% | $4.96万 | 加仓 |
| AEM | AGNICO EAGLE MINES LTD | $34.91万 | 0.03% | 1,720 | 0 | 0.0% | — | 不变 |
| MU | MICRON TECHNOLOGY INC | $41.61万 | 0.03% | 1,232 | -534 | -30.2% | -$18.04万 | 减仓 |
| KMB | KIMBERLY-CLARK CORP | $41.82万 | 0.03% | 4,335 | -833 | -16.1% | -$8.04万 | 减仓 |
| GEHC | GE HEALTHCARE TECHNOLOGIES I | $42.00万 | 0.03% | 5,900 | 0 | 0.0% | — | 不变 |
| EOG | EOG RES INC | $42.65万 | 0.03% | 2,950 | 378 | 14.7% | $5.46万 | 加仓 |
| STT | STATE STR CORP | $42.65万 | 0.03% | 3,370 | 0 | 0.0% | — | 不变 |
| D | DOMINION ENERGY INC | $42.96万 | 0.03% | 6,950 | -250 | -3.5% | -$1.55万 | 减仓 |
| KLAC | KLA CORP | $44.17万 | 0.03% | 300 | 0 | 0.0% | — | 不变 |
| IYY | ISHARES TR | $44.68万 | 0.03% | 2,820 | 0 | 0.0% | — | 不变 |
| CLX | CLOROX CO DEL | $45.60万 | 0.04% | 4,400 | -20 | -0.5% | -$2,073 | 减仓 |
| IJH | ISHARES TR | $47.01万 | 0.04% | 6,962 | -2,936 | -29.7% | -$19.83万 | 减仓 |
| BAC | BANK AMERICA CORP | $48.67万 | 0.04% | 9,983 | -832 | -7.7% | -$4.06万 | 减仓 |
| NOC | NORTHROP GRUMMAN CORP | $50.42万 | 0.04% | 739 | 739 | — | $50.42万 | 新建仓 |
| NOW | SERVICENOW INC | $50.55万 | 0.04% | 4,835 | 4,570 | 1,724.5% | $47.78万 | 重新持有 |
| HELO | J P MORGAN EXCHANGE TRADED F | $51.13万 | 0.04% | 8,000 | 0 | 0.0% | — | 不变 |
| GSLC | GOLDMAN SACHS ETF TR | $53.56万 | 0.04% | 4,280 | 0 | 0.0% | — | 不变 |
| GSST | GOLDMAN SACHS ETF TR | $56.11万 | 0.04% | 11,100 | -4,000 | -26.5% | -$20.22万 | 减仓 |
| NTRS | NORTHERN TR CORP | $56.87万 | 0.04% | 4,075 | -25 | -0.6% | -$3,489 | 减仓 |
| GSEW | GOLDMAN SACHS ETF TR | $59.60万 | 0.05% | 7,040 | 0 | 0.0% | — | 不变 |
| VRTX | VERTEX PHARMACEUTICALS INC | $61.85万 | 0.05% | 1,385 | 150 | 12.1% | $6.70万 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC | $62.23万 | 0.05% | 1,350 | -52 | -3.7% | -$2.40万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $66.08万 | 0.05% | 2,726 | -34 | -1.2% | -$8,241 | 减仓 |
| LRCX | LAM RESEARCH CORP | $70.72万 | 0.05% | 3,310 | 1,490 | 81.9% | $31.84万 | 加仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $71.81万 | 0.06% | 1 | 0 | 0.0% | — | 不变 |
| DASH | DOORDASH INC | $72.22万 | 0.06% | 4,810 | 4,810 | — | $72.22万 | 新建仓 |
| CAT | CATERPILLAR INC | $72.76万 | 0.06% | 1,027 | 0 | 0.0% | — | 不变 |
| XLK | SELECT SECTOR SPDR TR | $74.24万 | 0.06% | 5,586 | -48 | -0.9% | -$6,379 | 减仓 |
| SMR | NUSCALE PWR CORP | $76.15万 | 0.06% | 70,245 | -10,475 | -13.0% | -$11.35万 | 减仓 |
| NNE | NANO NUCLEAR ENERGY INC | $78.23万 | 0.06% | 38,200 | 25,100 | 191.6% | $51.40万 | 加仓 |
| BA | BOEING CO | $80.71万 | 0.06% | 4,055 | 65 | 1.6% | $1.29万 | 加仓 |
| ANET | ARISTA NETWORKS INC | $83.15万 | 0.06% | 6,772 | 1,010 | 17.5% | $12.40万 | 加仓 |
| ASML | ASML HLDG NV | $83.48万 | 0.06% | 632 | -239 | -27.4% | -$31.57万 | 减仓 |
| GILD | GILEAD SCIENCES INC | $83.62万 | 0.06% | 6,000 | 0 | 0.0% | — | 不变 |
| VGT | VANGUARD WORLD FD | $86.87万 | 0.07% | 1,245 | 0 | 0.0% | — | 不变 |
| NFLX | NETFLIX INC. | $91.49万 | 0.07% | 9,515 | 27 | 0.3% | $2,596 | 加仓 |
| IUSG | ISHARES TR | $93.50万 | 0.07% | 6,028 | 0 | 0.0% | — | 不变 |
| BMRC | BANK OF MARIN BANCORP | $94.79万 | 0.07% | 36,983 | 0 | 0.0% | — | 不变 |
| SNOW | SNOWFLAKE INC | $96.37万 | 0.07% | 6,390 | -4,485 | -41.2% | -$67.64万 | 减仓 |
| BITB | BITWISE BITCOIN ETF TR | $98.17万 | 0.08% | 26,670 | 9,520 | 55.5% | $35.04万 | 加仓 |
| — | EXXON MOBIL CORP | $103.49万 | 0.08% | 6,100 | 25 | 0.4% | $4,242 | 加仓 |
| NVO | NOVO-NORDISK A S | $105.97万 | 0.08% | 28,835 | 3,885 | 15.6% | $14.28万 | 加仓 |
| ETR | ENTERGY CORP NEW | $106.18万 | 0.08% | 9,450 | 9,450 | — | $106.18万 | 新建仓 |
| VMC | VULCAN MATLS CO | $108.92万 | 0.08% | 4,000 | 4,000 | — | $108.92万 | 新建仓 |
| COP | CONOCOPHILLIPS | $114.84万 | 0.09% | 8,700 | -400 | -4.4% | -$5.28万 | 减仓 |
| CL | COLGATE PALMOLIVE CO | $116.55万 | 0.09% | 13,675 | -1,200 | -8.1% | -$10.23万 | 减仓 |
| AWK | AMERICAN WTR WKS CO INC NEW | $117.17万 | 0.09% | 8,610 | -900 | -9.5% | -$12.25万 | 减仓 |
| ACN | ACCENTURE PLC IRELAND | $119.73万 | 0.09% | 6,038 | 2,453 | 68.4% | $48.64万 | 加仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $122.64万 | 0.09% | 21,638 | 2,333 | 12.1% | $13.22万 | 加仓 |
| FDVV | FIDELITY COVINGTON TRUST | $125.95万 | 0.10% | 22,800 | -500 | -2.1% | -$2.76万 | 减仓 |
| MAR | MARRIOTT INTL INC NEW | $126.54万 | 0.10% | 3,869 | 0 | 0.0% | — | 不变 |
| MMM | 3M CO | $129.98万 | 0.10% | 8,950 | 0 | 0.0% | — | 不变 |
| INTC | INTEL CORP | $132.52万 | 0.10% | 30,030 | 0 | 0.0% | — | 不变 |
| NLR | VANECK ETF TRUST | $133.19万 | 0.10% | 10,000 | 0 | 0.0% | — | 不变 |
| GPIQ | GOLDMAN SACHS ETF TR | $134.61万 | 0.10% | 27,200 | -14,350 | -34.5% | -$71.02万 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $135.30万 | 0.10% | 8,183 | 1,745 | 27.1% | $28.85万 | 加仓 |
| JQUA | J P MORGAN EXCHANGE TRADED F | $136.80万 | 0.11% | 22,309 | -4,100 | -15.5% | -$25.14万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $140.03万 | 0.11% | 27,895 | -54 | -0.2% | -$2,711 | 减仓 |