Private Wealth Group, LLC
Tampa FL · SEC CIK 0001512780
$2.59亿2026Q2 申报市值
76持仓数
70.5%前十大占比 · 第一大 26.8%
7 / 3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
SGOV 加仓+$640.49万
SPTS 加仓+$344.53万
SPYM 加仓+$242.00万
RSP 加仓+$225.26万
SPSM 加仓+$181.66万
2026Q2 卖出最多 按季末市值估算
SDY 减仓-$280.65万
SPTM 减仓-$40.39万
SLQD 减仓-$27.08万
IWF 清仓-$23.96万
TDIV 减仓-$23.09万
2026Q2 持仓明细 点表头排序
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 |
|---|---|---|---|---|---|---|---|---|
| SPYM | SPDR SERIES TRUST | $6,944.04万 | 26.82% | 790,173 | 27,538 | 3.6% | $242.00万 | 加仓 |
| SGOV | ISHARES TR | $2,507.58万 | 9.68% | 249,089 | 63,623 | 34.3% | $640.49万 | 加仓 |
| SPTS | SPDR SERIES TRUST | $1,595.02万 | 6.16% | 549,817 | 118,761 | 27.6% | $344.53万 | 加仓 |
| SPYV | SPDR SERIES TRUST | $1,345.99万 | 5.20% | 221,416 | 15,842 | 7.7% | $96.30万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $1,228.45万 | 4.74% | 57,736 | 10,587 | 22.5% | $225.26万 | 加仓 |
| TDIV | FIRST TR EXCHANGE TRADED FD | $1,105.96万 | 4.27% | 96,271 | -2,010 | -2.0% | -$23.09万 | 减仓 |
| SPSM | SPDR SERIES TRUST | $1,058.61万 | 4.09% | 183,563 | 31,500 | 20.7% | $181.66万 | 加仓 |
| SPMD | SPDR SERIES TRUST | $980.75万 | 3.79% | 145,167 | 17,059 | 13.3% | $115.25万 | 加仓 |
| SPTM | SPDR SERIES TRUST | $755.23万 | 2.92% | 83,185 | -4,449 | -5.1% | -$40.39万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $726.00万 | 2.80% | 14,509 | -35 | -0.2% | -$1.75万 | 减仓 |
| SPYG | SPDR SERIES TRUST | $530.05万 | 2.05% | 44,546 | -1,023 | -2.2% | -$12.17万 | 减仓 |
| SDY | SPDR SERIES TRUST | $500.95万 | 1.93% | 32,919 | -18,442 | -35.9% | -$280.65万 | 减仓 |
| QQQ | INVESCO QQQ TR | $480.87万 | 1.86% | 6,530 | 1,267 | 24.1% | $93.30万 | 加仓 |
| XNTK | SPDR SERIES TRUST | $473.51万 | 1.83% | 12,121 | 779 | 6.9% | $30.43万 | 加仓 |
| SPTI | SPDR SERIES TRUST | $394.26万 | 1.52% | 138,874 | 5,608 | 4.2% | $15.92万 | 加仓 |
| SPTL | SPDR SERIES TRUST | $378.42万 | 1.46% | 144,268 | 22,431 | 18.4% | $58.84万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $372.94万 | 1.44% | 4,994 | 0 | 0.0% | — | 不变 |
| VOO | VANGUARD INDEX FDS | $320.33万 | 1.24% | 4,664 | 906 | 24.1% | $62.22万 | 加仓 |
| SPDW | SPDR INDEX SHS FDS | $262.64万 | 1.01% | 52,122 | 3,257 | 6.7% | $16.41万 | 加仓 |
| SPAB | SPDR SERIES TRUST | $243.17万 | 0.94% | 95,287 | 12,249 | 14.8% | $31.26万 | 加仓 |
| XLP | SELECT SECTOR SPDR TR | $231.48万 | 0.89% | 27,866 | 0 | 0.0% | — | 不变 |
| SPSB | SPDR SERIES TRUST | $173.38万 | 0.67% | 57,775 | 6,022 | 11.6% | $18.07万 | 加仓 |
| SJNK | SPDR SERIES TRUST | $153.82万 | 0.59% | 61,454 | 9,663 | 18.7% | $24.19万 | 加仓 |
| IJH | ISHARES TR | $147.94万 | 0.57% | 19,186 | 2,091 | 12.2% | $16.12万 | 加仓 |
| AGG | ISHARES TR | $137.44万 | 0.53% | 13,886 | 0 | 0.0% | — | 不变 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $132.72万 | 0.51% | 1,887 | 0 | 0.0% | — | 不变 |
| BIL | SPDR SERIES TRUST | $128.18万 | 0.50% | 13,987 | -2,327 | -14.3% | -$21.32万 | 减仓 |
| XLU | SELECT SECTOR SPDR TR | $124.30万 | 0.48% | 27,414 | -356 | -1.3% | -$1.61万 | 减仓 |
| AAPL | APPLE INC | $123.46万 | 0.48% | 4,267 | 71 | 1.7% | $2.05万 | 加仓 |
| MGV | VANGUARD WORLD FD | $120.20万 | 0.46% | 7,354 | 0 | 0.0% | — | 不变 |
| GOOG | ALPHABET INC | $112.77万 | 0.44% | 3,192 | 0 | 0.0% | — | 不变 |
| EFA | ISHARES TR | $106.60万 | 0.41% | 10,262 | 0 | 0.0% | — | 不变 |
| MGK | VANGUARD WORLD FD | $106.28万 | 0.41% | 12,090 | 0 | 0.0% | — | 不变 |
| LLY | ELI LILLY & CO | $104.71万 | 0.40% | 873 | 873 | — | $104.71万 | 新建仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $93.79万 | 0.36% | 13,163 | 3,807 | 40.7% | $27.12万 | 加仓 |
| IWM | ISHARES TR | $92.87万 | 0.36% | 3,091 | 0 | 0.0% | — | 不变 |
| VO | VANGUARD INDEX FDS | $89.53万 | 0.35% | 11,112 | 0 | 0.0% | — | 不变 |
| SLQD | ISHARES TR | $85.72万 | 0.33% | 17,019 | -5,376 | -24.0% | -$27.08万 | 减仓 |
| MMM | 3M CO | $84.50万 | 0.33% | 5,219 | 0 | 0.0% | — | 不变 |
| SPEM | SPDR INDEX SHS FDS | $81.68万 | 0.32% | 15,775 | 837 | 5.6% | $4.33万 | 加仓 |
| BIV | VANGUARD BD INDEX FDS | $73.61万 | 0.28% | 9,597 | 0 | 0.0% | — | 不变 |
| HEI/A | HEICO CORP NEW | $60.17万 | 0.23% | 2,333 | 0 | 0.0% | — | 不变 |
| IVV | ISHARES TR | $56.09万 | 0.22% | 749 | 0 | 0.0% | — | 不变 |
| GE | GE AEROSPACE | $49.18万 | 0.19% | 1,316 | 500 | 61.3% | $18.69万 | 加仓 |
| SPIB | SPDR SERIES TRUST | $43.33万 | 0.17% | 12,949 | 2,048 | 18.8% | $6.85万 | 加仓 |
| SPHY | SPDR SERIES TRUST | $41.53万 | 0.16% | 17,717 | 2,778 | 18.6% | $6.51万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $40.44万 | 0.16% | 1,709 | -383 | -18.3% | -$9.06万 | 减仓 |
| ABBV | ABBVIE INC | $38.96万 | 0.15% | 1,548 | 0 | 0.0% | — | 不变 |
| GEV | GE VERNOVA INC | $38.54万 | 0.15% | 328 | 328 | — | $38.54万 | 新建仓 |
| XLE | SELECT SECTOR SPDR TR | $38.17万 | 0.15% | 7,187 | 0 | 0.0% | — | 不变 |
| MSFT | MICROSOFT CORP | $37.68万 | 0.15% | 1,010 | 0 | 0.0% | — | 不变 |
| WFC | WELLS FARGO & CO | $37.31万 | 0.14% | 4,514 | 0 | 0.0% | — | 不变 |
| IWY | ISHARES TR | $35.48万 | 0.14% | 1,221 | 1,221 | — | $35.48万 | 新建仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $34.91万 | 0.13% | 5,849 | 1,430 | 32.4% | $8.54万 | 加仓 |
| MUNI | PIMCO ETF TR | $34.55万 | 0.13% | 6,569 | 1,193 | 22.2% | $6.28万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $34.46万 | 0.13% | 1,905 | 0 | 0.0% | — | 不变 |
| EEM | ISHARES TR | $33.93万 | 0.13% | 4,960 | 0 | 0.0% | — | 不变 |
| GOOGL | ALPHABET INC | $33.09万 | 0.13% | 926 | 50 | 5.7% | $1.79万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $32.98万 | 0.13% | 1,731 | 0 | 0.0% | — | 不变 |
| — | INVESCO EXCHANGE TRADED FD T | $32.97万 | 0.13% | 10,997 | -3,121 | -22.1% | -$9.36万 | 减仓 |
| VST | VISTRA CORP | $31.71万 | 0.12% | 1,999 | 0 | 0.0% | — | 不变 |
| CAT | CATERPILLAR INC | $30.99万 | 0.12% | 291 | 2 | 0.7% | $2,130 | 加仓 |
| MUB | ISHARES TR | $30.53万 | 0.12% | 2,837 | 205 | 7.8% | $2.21万 | 加仓 |
| SMMU | PIMCO ETF TR | $30.47万 | 0.12% | 6,033 | 445 | 8.0% | $2.25万 | 加仓 |
| JMST | J P MORGAN EXCHANGE TRADED F | $30.46万 | 0.12% | 5,972 | 428 | 7.7% | $2.18万 | 加仓 |
| BAC | BANK OF AMER CORP | $28.45万 | 0.11% | 4,993 | 4,993 | — | $28.45万 | 新建仓 |
| VGT | VANGUARD WORLD FD | $27.63万 | 0.11% | 2,312 | 0 | 0.0% | — | 不变 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $26.80万 | 0.10% | 4,360 | -176 | -3.9% | -$1.08万 | 减仓 |
| MAR | MARRIOTT INTL INC NEW | $26.02万 | 0.10% | 702 | 2 | 0.3% | $741 | 加仓 |
| KMI | KINDER MORGAN INC DEL | $25.99万 | 0.10% | 8,128 | 5 | 0.1% | $160 | 加仓 |
| SSO | PROSHARES TR | $25.55万 | 0.10% | 3,792 | 0 | 0.0% | — | 重新持有 |
| HDEF | DBX ETF TR | $24.87万 | 0.10% | 7,739 | 0 | 0.0% | — | 不变 |
| SCHD | SCHWAB STRATEGIC TR | $24.29万 | 0.09% | 7,659 | 7,659 | — | $24.29万 | 新建仓 |
| CSQ | CALAMOS STRATEGIC TOTAL RETU | $23.45万 | 0.09% | 11,404 | 0 | 0.0% | — | 不变 |
| NVDA | NVIDIA CORPORATION | $22.62万 | 0.09% | 1,131 | 1,131 | — | $22.62万 | 新建仓 |
| — | SILA REALTY TRUST INC | $20.91万 | 0.08% | 6,888 | 6,888 | — | $20.91万 | 新建仓 |
| IWF | ISHARES TR | $0 | 0.00% | 0 | -2,248 | -100.0% | -$23.96万 | 清仓 |
| HD | HOME DEPOT INC | $0 | 0.00% | 0 | -670 | -100.0% | -$22.04万 | 清仓 |
| GDX | VANECK ETF TRUST | $0 | 0.00% | 0 | -2,329 | -100.0% | -$21.37万 | 清仓 |