Private Wealth Group, LLC
Tampa FL · SEC CIK 0001512780
$2.14亿2026Q1 申报市值
71持仓数
69.4%前十大占比 · 第一大 27.2%
5 / 0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
SGOV 加仓+$420.33万
SPYM 加仓+$150.11万
SPTS 加仓+$77.37万
SPTM 加仓+$47.23万
SPYV 加仓+$39.94万
2026Q1 卖出最多 按季末市值估算
BIL 减仓-$14.80万
QQQ 减仓-$3.75万
XLP 减仓-$2.98万
XLK 减仓-$2.11万
GE 减仓-$1.76万
2026Q1 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 | $5,837.21万 | 27.22% | 762,635 | 19,612 | 2.6% | $150.11万 | 加仓 |
| SGOV | ISHARES TR | $1,866.90万 | 8.71% | 185,466 | 41,757 | 29.1% | $420.33万 | 加仓 |
| SPTS | SPDR SERIES TRUST | $1,257.82万 | 5.87% | 431,056 | 26,514 | 6.6% | $77.37万 | 加仓 |
| SPYV | SPDR SERIES TRUST | $1,163.14万 | 5.42% | 205,574 | 7,059 | 3.6% | $39.94万 | 加仓 |
| TDIV | FIRST TR EXCHANGE TRADED FD | $920.50万 | 4.29% | 98,281 | 3,999 | 4.2% | $37.45万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $904.89万 | 4.22% | 47,149 | 1,789 | 3.9% | $34.33万 | 加仓 |
| SPMD | SPDR SERIES TRUST | $758.66万 | 3.54% | 128,108 | 1,544 | 1.2% | $9.14万 | 加仓 |
| SDY | SPDR SERIES TRUST | $749.56万 | 3.50% | 51,361 | 1,290 | 2.6% | $18.83万 | 加仓 |
| SPSM | SPDR SERIES TRUST | $734.77万 | 3.43% | 152,063 | 2,028 | 1.4% | $9.80万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $696.94万 | 3.25% | 14,544 | -34 | -0.2% | -$1.63万 | 减仓 |
| SPTM | SPDR SERIES TRUST | $692.83万 | 3.23% | 87,634 | 5,974 | 7.3% | $47.23万 | 加仓 |
| SPYG | SPDR SERIES TRUST | $446.17万 | 2.08% | 45,569 | 1,141 | 2.6% | $11.17万 | 加仓 |
| SPTI | SPDR SERIES TRUST | $381.94万 | 1.78% | 133,266 | 11,875 | 9.8% | $34.03万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $324.78万 | 1.51% | 4,994 | 0 | 0.0% | — | 不变 |
| SPTL | SPDR SERIES TRUST | $320.43万 | 1.49% | 121,837 | 10,649 | 9.6% | $28.01万 | 加仓 |
| QQQ | INVESCO QQQ TR | $303.77万 | 1.42% | 5,263 | -65 | -1.2% | -$3.75万 | 减仓 |
| XNTK | SPDR SERIES TRUST | $289.54万 | 1.35% | 11,342 | 590 | 5.5% | $15.06万 | 加仓 |
| XLP | SELECT SECTOR SPDR TR | $228.45万 | 1.07% | 27,866 | -364 | -1.3% | -$2.98万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $224.56万 | 1.05% | 3,758 | 0 | 0.0% | — | 不变 |
| SPDW | SPDR INDEX SHS FDS | $223.07万 | 1.04% | 48,865 | 957 | 2.0% | $4.37万 | 加仓 |
| SPAB | SPDR SERIES TRUST | $212.74万 | 0.99% | 83,038 | 3,091 | 3.9% | $7.92万 | 加仓 |
| SPSB | SPDR SERIES TRUST | $155.62万 | 0.73% | 51,753 | 1,620 | 3.2% | $4.87万 | 加仓 |
| BIL | SPDR SERIES TRUST | $149.50万 | 0.70% | 16,314 | -1,615 | -9.0% | -$14.80万 | 减仓 |
| AGG | ISHARES TR | $137.85万 | 0.64% | 13,886 | 0 | 0.0% | — | 不变 |
| SJNK | SPDR SERIES TRUST | $129.37万 | 0.60% | 51,791 | 2,368 | 4.8% | $5.92万 | 加仓 |
| XLU | SELECT SECTOR SPDR TR | $127.44万 | 0.59% | 27,770 | 0 | 0.0% | — | 不变 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $116.38万 | 0.54% | 1,887 | 0 | 0.0% | — | 不变 |
| IJH | ISHARES TR | $115.44万 | 0.54% | 17,095 | 0 | 0.0% | — | 不变 |
| SLQD | ISHARES TR | $113.07万 | 0.53% | 22,395 | 0 | 0.0% | — | 不变 |
| MGV | VANGUARD WORLD FD | $106.60万 | 0.50% | 7,354 | 0 | 0.0% | — | 不变 |
| AAPL | APPLE INC | $106.48万 | 0.50% | 4,196 | 0 | 0.0% | — | 不变 |
| EFA | ISHARES TR | $99.67万 | 0.46% | 10,262 | 0 | 0.0% | — | 不变 |
| GOOG | ALPHABET INC | $91.55万 | 0.43% | 3,192 | 0 | 0.0% | — | 不变 |
| MGK | VANGUARD WORLD FD | $88.85万 | 0.41% | 2,418 | 0 | 0.0% | — | 不变 |
| VO | VANGUARD INDEX FDS | $79.78万 | 0.37% | 2,778 | 0 | 0.0% | — | 不变 |
| IWM | ISHARES TR | $76.66万 | 0.36% | 3,091 | 0 | 0.0% | — | 不变 |
| MMM | 3M CO | $75.80万 | 0.35% | 5,219 | 0 | 0.0% | — | 不变 |
| BIV | VANGUARD BD INDEX FDS | $74.07万 | 0.35% | 9,597 | 0 | 0.0% | — | 不变 |
| SPEM | SPDR INDEX SHS FDS | $70.07万 | 0.33% | 14,938 | 755 | 5.3% | $3.54万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $59.95万 | 0.28% | 9,356 | 0 | 0.0% | — | 不变 |
| HEI/A | HEICO CORP NEW | $49.25万 | 0.23% | 2,333 | 0 | 0.0% | — | 不变 |
| IVV | ISHARES TR | $48.93万 | 0.23% | 749 | 0 | 0.0% | — | 不变 |
| VIG | VANGUARD SPECIALIZED FUNDS | $44.99万 | 0.21% | 2,092 | 383 | 22.4% | $8.24万 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $44.03万 | 0.21% | 7,187 | 0 | 0.0% | — | 不变 |
| — | INVESCO EXCHANGE TRADED FD T | $41.65万 | 0.19% | 14,118 | 0 | 0.0% | — | 不变 |
| MSFT | MICROSOFT CORP | $37.40万 | 0.17% | 1,010 | 0 | 0.0% | — | 不变 |
| SPIB | SPDR SERIES TRUST | $36.56万 | 0.17% | 10,901 | 460 | 4.4% | $1.54万 | 加仓 |
| WFC | WELLS FARGO & CO | $35.94万 | 0.17% | 4,514 | 0 | 0.0% | — | 不变 |
| SPHY | SPDR SERIES TRUST | $34.84万 | 0.16% | 14,939 | 701 | 4.9% | $1.63万 | 加仓 |
| ABBV | ABBVIE INC | $33.68万 | 0.16% | 1,548 | 0 | 0.0% | — | 不变 |
| PM | PHILIP MORRIS INTL INC | $31.49万 | 0.15% | 1,905 | 0 | 0.0% | — | 不变 |
| VST | VISTRA CORP | $30.05万 | 0.14% | 1,999 | -8 | -0.4% | -$1,203 | 减仓 |
| JMST | J P MORGAN EXCHANGE TRADED F | $28.26万 | 0.13% | 5,544 | 95 | 1.7% | $4,843 | 加仓 |
| SMMU | PIMCO ETF TR | $28.19万 | 0.13% | 5,588 | 91 | 1.7% | $4,591 | 加仓 |
| EEM | ISHARES TR | $28.17万 | 0.13% | 4,960 | 0 | 0.0% | — | 不变 |
| MUNI | PIMCO ETF TR | $28.06万 | 0.13% | 5,376 | 84 | 1.6% | $4,384 | 加仓 |
| MUB | ISHARES TR | $27.94万 | 0.13% | 2,632 | 34 | 1.3% | $3,609 | 加仓 |
| KMI | KINDER MORGAN INC DEL | $27.24万 | 0.13% | 8,123 | 0 | 0.0% | — | 不变 |
| GOOGL | ALPHABET INC | $25.19万 | 0.12% | 876 | 0 | 0.0% | — | 不变 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $25.18万 | 0.12% | 4,536 | 4,536 | — | $25.18万 | 新建仓 |
| HDEF | DBX ETF TR | $25.08万 | 0.12% | 7,739 | 0 | 0.0% | — | 不变 |
| IWF | ISHARES TR | $23.96万 | 0.11% | 562 | 562 | — | $23.96万 | 新建仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $23.88万 | 0.11% | 4,419 | 0 | 0.0% | — | 不变 |
| GE | GE AEROSPACE | $23.16万 | 0.11% | 816 | -62 | -7.1% | -$1.76万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $23.00万 | 0.11% | 1,731 | -159 | -8.4% | -$2.11万 | 减仓 |
| MAR | MARRIOTT INTL INC NEW | $22.89万 | 0.11% | 700 | 0 | 0.0% | — | 不变 |
| HD | HOME DEPOT INC | $22.04万 | 0.10% | 670 | 670 | — | $22.04万 | 新建仓 |
| GDX | VANECK ETF TRUST | $21.37万 | 0.10% | 2,329 | 2,329 | — | $21.37万 | 新建仓 |
| CAT | CATERPILLAR INC | $20.47万 | 0.10% | 289 | 289 | — | $20.47万 | 新建仓 |
| VGT | VANGUARD WORLD FD | $20.16万 | 0.09% | 289 | 0 | 0.0% | — | 不变 |
| CSQ | CALAMOS STRATEGIC TOTAL RETU | $19.52万 | 0.09% | 11,404 | 0 | 0.0% | — | 不变 |
| SSO | PROSHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |