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 |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | $1.17亿 | 8.37% | 405,885 | -22,573 | -5.3% | -$653.17万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $1.13亿 | 8.07% | 566,203 | -14,125 | -2.4% | -$282.63万 | 减仓 |
| GOOGL | ALPHABET INC | $9,875.99万 | 7.04% | 276,352 | -24,472 | -8.1% | -$874.56万 | 减仓 |
| MSFT | MICROSOFT CORP | $6,995.49万 | 4.99% | 187,537 | -13,906 | -6.9% | -$518.72万 | 减仓 |
| AMZN | AMAZON COM INC | $6,321.99万 | 4.51% | 265,251 | -11,280 | -4.1% | -$268.85万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $5,808.40万 | 4.14% | 99,988 | -10,803 | -9.8% | -$627.56万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $5,764.64万 | 4.11% | 115,203 | 14,174 | 14.0% | $709.25万 | 加仓 |
| V | VISA INC | $4,621.08万 | 3.29% | 134,690 | -3,676 | -2.7% | -$126.12万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $4,590.83万 | 3.27% | 140,251 | -10,608 | -7.0% | -$347.23万 | 减仓 |
| GOOG | ALPHABET INC | $4,107.71万 | 2.93% | 116,257 | -1,621 | -1.4% | -$57.27万 | 减仓 |
| MRK | MERCK & CO INC | $3,877.49万 | 2.76% | 301,750 | -7,588 | -2.5% | -$97.51万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $3,532.17万 | 2.52% | 34,925 | -2,190 | -5.9% | -$221.49万 | 减仓 |
| ABBV | ABBVIE INC | $3,447.00万 | 2.46% | 136,981 | -5,934 | -4.2% | -$149.32万 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $2,816.55万 | 2.01% | 56,178 | -7,107 | -11.2% | -$356.32万 | 减仓 |
| CVX | CHEVRON CORPORATION | $2,564.59万 | 1.83% | 154,717 | -8,433 | -5.2% | -$139.79万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $2,365.57万 | 1.69% | 25,287 | -5,625 | -18.2% | -$526.21万 | 减仓 |
| SOLS | SOLSTICE ADVANCED MATLS INC | $2,093.34万 | 1.49% | 236,269 | -1,450 | -0.6% | -$12.85万 | 减仓 |
| QQQ | INVESCO QQQ TR | $2,028.79万 | 1.45% | 27,550 | -371 | -1.3% | -$27.32万 | 减仓 |
| MCK | MCKESSON CORP | $2,022.21万 | 1.44% | 26,763 | -3,535 | -11.7% | -$267.10万 | 减仓 |
| QCOM | QUALCOMM INC | $2,013.97万 | 1.44% | 108,987 | -7,749 | -6.6% | -$143.19万 | 减仓 |
| SCHW | SCHWAB CHARLES CORP | $1,833.58万 | 1.31% | 198,719 | -5,529 | -2.7% | -$51.02万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $1,827.29万 | 1.30% | 71,949 | -4,602 | -6.0% | -$116.88万 | 减仓 |
| HON | HONEYWELL INTL INC | $1,684.56万 | 1.20% | 75,237 | -61,460 | -45.0% | -$1,376.09万 | 减仓 |
| DHR | DANAHER CORP DEL | $1,675.75万 | 1.19% | 87,975 | -5,876 | -6.3% | -$111.93万 | 减仓 |
| HONA | HONEYWELL AEROSPACE INC | $1,669.97万 | 1.19% | 75,537 | 75,537 | — | $1,669.97万 | 新建仓 |
| MRVL | MARVELL TECHNOLOGY INC | $1,520.37万 | 1.08% | 51,038 | -7,829 | -13.3% | -$233.22万 | 减仓 |
| PFE | PFIZER INC | $1,492.57万 | 1.06% | 619,840 | 14,962 | 2.5% | $36.03万 | 加仓 |
| FTNT | FORTINET INC | $1,382.58万 | 0.99% | 90,000 | 0 | 0.0% | — | 不变 |
| KKR | KKR & CO INC | $1,161.13万 | 0.83% | 126,512 | 17,047 | 15.6% | $156.46万 | 加仓 |
| FCX | FREEPORT MCMORAN INC | $1,156.78万 | 0.82% | 183,937 | -3,895 | -2.1% | -$24.50万 | 减仓 |
| MS | MORGAN STANLEY | $1,077.50万 | 0.77% | 51,545 | 209 | 0.4% | $4.37万 | 加仓 |
| HD | HOME DEPOT INC | $1,058.63万 | 0.75% | 30,017 | -6,438 | -17.7% | -$227.05万 | 减仓 |
| SYK | STRYKER CORPORATION | $932.36万 | 0.66% | 29,614 | -1,456 | -4.7% | -$45.84万 | 减仓 |
| ADI | ANALOG DEVICES INC | $850.62万 | 0.61% | 21,417 | -4,135 | -16.2% | -$164.23万 | 减仓 |
| KMI | KINDER MORGAN INC DEL | $795.72万 | 0.57% | 248,895 | -6,250 | -2.4% | -$19.98万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $783.75万 | 0.56% | 15,260 | -1,070 | -6.6% | -$54.96万 | 减仓 |
| BSX | BOSTON SCIENTIFIC CORP | $778.89万 | 0.56% | 182,496 | -14,590 | -7.4% | -$62.27万 | 减仓 |
| ORCL | ORACLE CORP | $715.08万 | 0.51% | 48,794 | -7,676 | -13.6% | -$112.49万 | 减仓 |
| NVDA | NVIDIA CORPORATION 看跌期权 | $690.31万 | 0.49% | 34,500 | 24,500 | 245.0% | $490.22万 | 重新持有 |
| JTEK | J P MORGAN EXCHANGE TRADED F | $666.47万 | 0.48% | 59,745 | 35,840 | 149.9% | $399.80万 | 加仓 |
| TPG | TPG INC | $631.13万 | 0.45% | 155,643 | -86,967 | -35.8% | -$352.65万 | 减仓 |
| DIS | DISNEY WALT CO | $619.61万 | 0.44% | 64,375 | -16,165 | -20.1% | -$155.59万 | 减仓 |
| LLY | ELI LILLY & CO | $533.51万 | 0.38% | 4,448 | -227 | -4.9% | -$27.23万 | 减仓 |
| MPLX | MPLX LP | $531.76万 | 0.38% | 94,400 | 0 | 0.0% | — | 不变 |
| SPY | STATE STR SPDR S&P 500 ETF T | $504.44万 | 0.36% | 6,755 | -82 | -1.2% | -$6.12万 | 减仓 |
| BX | BLACKSTONE INC | $459.51万 | 0.33% | 39,050 | 8,231 | 26.7% | $96.86万 | 加仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $437.81万 | 0.31% | 119,100 | 0 | 0.0% | — | 不变 |
| ETN | EATON CORP PLC | $410.35万 | 0.29% | 9,630 | -232 | -2.4% | -$9.89万 | 减仓 |
| GPIX | GOLDMAN SACHS ETF TR | $405.96万 | 0.29% | 73,054 | -3,600 | -4.7% | -$20.01万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $392.24万 | 0.28% | 11,502 | 195 | 1.7% | $6.65万 | 加仓 |
| INTC | INTEL CORP | $358.79万 | 0.26% | 25,696 | -4,334 | -14.4% | -$60.52万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $351.59万 | 0.25% | 7,362 | 806 | 12.3% | $38.49万 | 加仓 |
| GLD | SPDR GOLD TR | $350.55万 | 0.25% | 9,516 | 0 | 0.0% | — | 不变 |
| IVV | ISHARES TR | $350.41万 | 0.25% | 4,679 | -15 | -0.3% | -$1.12万 | 减仓 |
| TSLA | TESLA INC | $349.35万 | 0.25% | 8,306 | -498 | -5.7% | -$20.95万 | 减仓 |
| PEP | PEPSICO INC | $332.42万 | 0.24% | 24,551 | -500 | -2.0% | -$6.77万 | 减仓 |
| LOW | LOWES COS INC | $321.32万 | 0.23% | 14,573 | -1,802 | -11.0% | -$39.73万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $319.41万 | 0.23% | 21,782 | -713 | -3.2% | -$10.46万 | 减仓 |
| MCD | MCDONALDS CORP | $276.45万 | 0.20% | 10,227 | -374 | -3.5% | -$10.11万 | 减仓 |
| GOOGL | ALPHABET INC 看跌期权 | $275.17万 | 0.20% | 7,700 | 7,700 | — | $275.17万 | 新建仓 |
| NXPI | NXP SEMICONDUCTORS N V | $265.80万 | 0.19% | 9,458 | -1,194 | -11.2% | -$33.55万 | 减仓 |
| GTOP | GOLDMAN SACHS ETF TR | $262.67万 | 0.19% | 52,752 | 2,500 | 5.0% | $12.45万 | 加仓 |
| JGRO | J P MORGAN EXCHANGE TRADED F | $257.32万 | 0.18% | 26,100 | -2,600 | -9.1% | -$25.63万 | 减仓 |
| — | BANK OF AMER CORP | $250.90万 | 0.18% | 2,000 | 0 | 0.0% | — | 不变 |
| AVGO | BROADCOM INC | $248.18万 | 0.18% | 6,570 | -922 | -12.3% | -$34.83万 | 减仓 |
| XGDVX | GABELLI DIVID & INCOME TR | $234.79万 | 0.17% | 79,859 | -15,000 | -15.8% | -$44.10万 | 减仓 |
| ADBE | ADOBE INC | $222.59万 | 0.16% | 10,857 | -13,763 | -55.9% | -$282.17万 | 减仓 |
| CRM | SALESFORCE INC | $220.67万 | 0.16% | 14,086 | -696 | -4.7% | -$10.90万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $217.16万 | 0.15% | 6,420 | -3,255 | -33.6% | -$110.10万 | 减仓 |
| WMT | WALMART INC | $210.75万 | 0.15% | 18,608 | -241 | -1.3% | -$2.73万 | 减仓 |
| CCJ | CAMECO CORP | $205.76万 | 0.15% | 20,200 | 0 | 0.0% | — | 不变 |
| VTI | VANGUARD INDEX FDS | $202.12万 | 0.14% | 5,462 | 0 | 0.0% | — | 不变 |
| SPGI | S&P GLOBAL INC | $197.44万 | 0.14% | 4,848 | -2,568 | -34.6% | -$104.58万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $187.33万 | 0.13% | 21,343 | -1,970 | -8.5% | -$17.29万 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $186.30万 | 0.13% | 10,298 | 2,115 | 25.8% | $38.26万 | 加仓 |
| ET | ENERGY TRANSFER L P | $184.51万 | 0.13% | 96,500 | 0 | 0.0% | — | 不变 |
| META | META PLATFORMS INC | $179.37万 | 0.13% | 3,184 | -983 | -23.6% | -$55.38万 | 减仓 |
| DUK | DUKE ENERGY CORP NEW | $177.38万 | 0.13% | 14,013 | -478 | -3.3% | -$6.05万 | 减仓 |
| OXY | OCCIDENTAL PETE CORP | $168.00万 | 0.12% | 34,590 | 320 | 0.9% | $1.55万 | 加仓 |
| QDPL | PACER FDS TR | $166.53万 | 0.12% | 36,950 | -3,000 | -7.5% | -$13.52万 | 减仓 |
| JQUA | J P MORGAN EXCHANGE TRADED F | $161.25万 | 0.11% | 22,309 | 0 | 0.0% | — | 不变 |
| GPIQ | GOLDMAN SACHS ETF TR | $157.79万 | 0.11% | 26,604 | -596 | -2.2% | -$3.53万 | 减仓 |
| NVO | NOVO-NORDISK A S | $147.34万 | 0.11% | 30,735 | 1,900 | 6.6% | $9.11万 | 加仓 |
| ABT | ABBOTT LABORATORIES | $143.52万 | 0.10% | 15,817 | -550 | -3.4% | -$4.99万 | 减仓 |
| MAR | MARRIOTT INTL INC NEW | $141.53万 | 0.10% | 3,819 | -50 | -1.3% | -$1.85万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $140.66万 | 0.10% | 2,048 | -499 | -19.6% | -$34.27万 | 减仓 |
| FDVV | FIDELITY COVINGTON TRUST | $137.46万 | 0.10% | 22,800 | 0 | 0.0% | — | 不变 |
| NNE | NANO NUCLEAR ENERGY INC | $129.02万 | 0.09% | 61,030 | 22,830 | 59.8% | $48.26万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $128.70万 | 0.09% | 2,970 | -340 | -10.3% | -$14.73万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $123.93万 | 0.09% | 1,074 | -158 | -12.8% | -$18.23万 | 减仓 |
| KR | KROGER CO | $122.02万 | 0.09% | 21,974 | 0 | 0.0% | — | 不变 |
| CL | COLGATE PALMOLIVE CO | $121.71万 | 0.09% | 13,275 | -400 | -2.9% | -$3.67万 | 减仓 |
| VGT | VANGUARD WORLD FD | $119.04万 | 0.08% | 9,960 | 0 | 0.0% | — | 不变 |
| VZ | VERIZON COMMUNICATIONS INC | $118.34万 | 0.08% | 27,950 | 55 | 0.2% | $2,329 | 加仓 |
| NLR | VANECK ETF TRUST | $115.98万 | 0.08% | 10,000 | 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 |
| IUSG | ISHARES TR | $113.38万 | 0.08% | 6,028 | 0 | 0.0% | — | 不变 |
| ETR | ENTERGY CORP NEW | $111.41万 | 0.08% | 9,700 | 250 | 2.6% | $2.87万 | 加仓 |
| CAT | CATERPILLAR INC | $107.24万 | 0.08% | 1,007 | -20 | -1.9% | -$2.13万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $106.42万 | 0.08% | 5,586 | 0 | 0.0% | — | 不变 |