Private Advisory Group LLC
REDMOND WA · SEC CIK 0001632965
$18.53亿2026Q2 申报市值
296持仓数
29.7%前十大占比 · 第一大 4.7%
65 / 49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
GLW 加仓+$1,855.44万
TER 加仓+$1,610.90万
PROSHARES TR 新建仓+$1,603.14万
SGOV 加仓+$1,431.51万
NVDA 加仓+$1,380.74万
2026Q2 卖出最多 按季末市值估算
MU 减仓-$2,425.51万
MSFT 减仓-$1,667.32万
NET 减仓-$1,551.62万
SPY 减仓-$1,300.48万
Z 清仓-$1,148.39万
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 |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | $8,714.20万 | 4.70% | 435,514 | 69,006 | 18.8% | $1,380.74万 | 加仓 |
| AAPL | APPLE INC | $8,153.15万 | 4.40% | 281,765 | 45,669 | 19.3% | $1,321.48万 | 加仓 |
| GOOG | ALPHABET INC | $6,796.29万 | 3.67% | 192,350 | 25,547 | 15.3% | $902.65万 | 加仓 |
| QQQ | INVESCO QQQ TR | $5,469.40万 | 2.95% | 74,272 | 6,924 | 10.3% | $509.88万 | 加仓 |
| AMZN | AMAZON COM INC | $5,348.02万 | 2.89% | 224,386 | 8,308 | 3.8% | $198.01万 | 加仓 |
| MSFT | MICROSOFT CORP | $5,082.01万 | 2.74% | 136,240 | -44,698 | -24.7% | -$1,667.32万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $4,306.31万 | 2.32% | 37,307 | -21,013 | -36.0% | -$2,425.51万 | 减仓 |
| EWY | ISHARES INC | $3,992.03万 | 2.15% | 197,723 | -21,551 | -9.8% | -$435.11万 | 减仓 |
| INTC | INTEL CORP | $3,633.26万 | 1.96% | 260,206 | 9,631 | 3.8% | $134.48万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $3,621.42万 | 1.95% | 62,340 | -1,897 | -3.0% | -$110.20万 | 减仓 |
| AVGO | BROADCOM INC | $3,323.88万 | 1.79% | 87,992 | 5,214 | 6.3% | $196.96万 | 加仓 |
| TSLA | TESLA INC 看涨期权 | $3,057.76万 | 1.65% | 72,700 | 72,700 | — | $3,057.76万 | 新建仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $2,909.40万 | 1.57% | 60,921 | 13,486 | 28.4% | $644.05万 | 加仓 |
| TSLA | TESLA INC | $2,491.21万 | 1.34% | 59,230 | 3,823 | 6.9% | $160.80万 | 加仓 |
| META | META PLATFORMS INC | $2,458.89万 | 1.33% | 43,652 | -4,329 | -9.0% | -$243.85万 | 减仓 |
| VRT | VERTIV HOLDINGS CO | $2,456.41万 | 1.33% | 73,365 | -5,005 | -6.4% | -$167.58万 | 减仓 |
| SGOV | ISHARES TR | $2,392.09万 | 1.29% | 237,617 | 142,198 | 149.0% | $1,431.51万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $2,333.54万 | 1.26% | 270,900 | 39,678 | 17.2% | $341.79万 | 加仓 |
| ASML | ASML HLDG NV | $2,306.16万 | 1.24% | 11,592 | -2,004 | -14.7% | -$398.68万 | 减仓 |
| GLW | CORNING INC | $2,167.35万 | 1.17% | 84,851 | 72,640 | 594.9% | $1,855.44万 | 加仓 |
| LLY | ELI LILLY & CO | $2,150.82万 | 1.16% | 17,932 | 2,056 | 13.0% | $246.60万 | 加仓 |
| TER | TERADYNE INC | $2,056.51万 | 1.11% | 42,504 | 33,294 | 361.5% | $1,610.90万 | 加仓 |
| EUSA | ISHARES INC | $1,919.41万 | 1.04% | 168,089 | -38,983 | -18.8% | -$445.15万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $1,915.07万 | 1.03% | 20,472 | -7,130 | -25.8% | -$666.98万 | 减仓 |
| IJH | ISHARES TR | $1,804.82万 | 0.97% | 234,057 | 6,493 | 2.9% | $50.07万 | 加仓 |
| IWD | ISHARES TR | $1,742.45万 | 0.94% | 71,874 | 10,200 | 16.5% | $247.28万 | 加仓 |
| ANET | ARISTA NETWORKS INC | $1,702.38万 | 0.92% | 100,211 | 13,888 | 16.1% | $235.93万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $1,687.37万 | 0.91% | 40,598 | -3,461 | -7.9% | -$143.85万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $1,675.16万 | 0.90% | 51,177 | 5,500 | 12.0% | $180.03万 | 加仓 |
| RSST | TIDAL TRUST II | $1,648.18万 | 0.89% | 504,186 | 55,100 | 12.3% | $180.12万 | 加仓 |
| — | PROSHARES TR | $1,603.14万 | 0.86% | 188,008 | 188,008 | — | $1,603.14万 | 新建仓 |
| NVO | NOVO-NORDISK A S | $1,599.34万 | 0.86% | 333,612 | -116,543 | -25.9% | -$558.71万 | 减仓 |
| LQD | ISHARES TR | $1,499.93万 | 0.81% | 137,520 | 17,007 | 14.1% | $185.49万 | 加仓 |
| NFLX | NETFLIX INC. | $1,495.79万 | 0.81% | 209,494 | -62,684 | -23.0% | -$447.56万 | 减仓 |
| SPMB | SPDR SERIES TRUST | $1,464.20万 | 0.79% | 656,299 | 69,124 | 11.8% | $154.22万 | 加仓 |
| CERY | SPDR SERIES TRUST | $1,461.34万 | 0.79% | 437,134 | 258,728 | 145.0% | $864.93万 | 加仓 |
| GEV | GE VERNOVA INC | $1,445.11万 | 0.78% | 12,300 | 11,540 | 1,518.4% | $1,355.82万 | 加仓 |
| POWL | POWELL INDS INC | $1,415.76万 | 0.76% | 49,440 | 9 | 0.0% | $2,577 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $1,384.70万 | 0.75% | 27,672 | 347 | 1.3% | $17.36万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $1,292.04万 | 0.70% | 38,198 | 4,130 | 12.1% | $139.70万 | 加仓 |
| FDM | FIRST TR EXCHANGE-TRADED FD | $1,280.83万 | 0.69% | 137,561 | -51,776 | -27.3% | -$482.09万 | 减仓 |
| MP | MP MATERIALS CORP | $1,277.52万 | 0.69% | 228,088 | 3,400 | 1.5% | $19.04万 | 加仓 |
| — | EXXON MOBIL CORP | $1,256.32万 | 0.68% | 91,890 | 4,805 | 5.5% | $65.69万 | 加仓 |
| TBLL | INVESCO EXCH TRADED FD TR II | $1,228.74万 | 0.66% | 116,391 | 58,616 | 101.5% | $618.81万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $1,163.78万 | 0.63% | 11,507 | -347 | -2.9% | -$35.09万 | 减仓 |
| WDC | WESTERN DIGITAL CORP | $1,158.32万 | 0.62% | 18,135 | 307 | 1.7% | $19.61万 | 加仓 |
| SPAB | SPDR SERIES TRUST | $1,142.19万 | 0.62% | 447,565 | 63,611 | 16.6% | $162.34万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $1,112.70万 | 0.60% | 43,812 | 41,632 | 1,909.7% | $1,057.33万 | 加仓 |
| XT | ISHARES TR | $1,110.07万 | 0.60% | 134,343 | 21,057 | 18.6% | $173.99万 | 加仓 |
| GIS | GENERAL MILLS INC | $1,107.31万 | 0.60% | 318,192 | 312,994 | 6,021.4% | $1,089.22万 | 重新持有 |
| LRCX | LAM RESEARCH CORP | $1,091.04万 | 0.59% | 25,178 | 4,250 | 20.3% | $184.17万 | 加仓 |
| DFLV | DIMENSIONAL ETF TRUST | $1,078.01万 | 0.58% | 272,639 | 272,639 | — | $1,078.01万 | 新建仓 |
| HAL | HALLIBURTON CO | $1,044.27万 | 0.56% | 307,591 | 14,079 | 4.8% | $47.80万 | 加仓 |
| NEM | NEWMONT CORP | $1,042.97万 | 0.56% | 111,667 | 17,976 | 19.2% | $167.90万 | 加仓 |
| WM | WASTE MGMT INC DEL | $1,029.17万 | 0.56% | 46,176 | 8,683 | 23.2% | $193.53万 | 加仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $1,028.92万 | 0.56% | 35,408 | 35,408 | — | $1,028.92万 | 新建仓 |
| SPSM | SPDR SERIES TRUST | $1,023.74万 | 0.55% | 177,517 | -713 | -0.4% | -$4.11万 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $1,023.51万 | 0.55% | 64,767 | -28,924 | -30.9% | -$457.08万 | 减仓 |
| GBIL | GOLDMAN SACHS ETF TR | $1,012.02万 | 0.55% | 101,040 | 43,747 | 76.4% | $438.17万 | 加仓 |
| PYLD | PIMCO ETF TR | $964.84万 | 0.52% | 363,816 | 63,454 | 21.1% | $168.28万 | 加仓 |
| IVV | ISHARES TR | $952.36万 | 0.51% | 12,717 | -855 | -6.3% | -$64.03万 | 减仓 |
| ZION | ZIONS BANCORPORATION NATL AS | $946.12万 | 0.51% | 136,742 | -34,903 | -20.3% | -$241.49万 | 减仓 |
| JBS | JBS N.V. | $886.71万 | 0.48% | 748,277 | 27,448 | 3.8% | $32.53万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $882.39万 | 0.48% | 208,405 | 16,744 | 8.7% | $70.89万 | 加仓 |
| STIP | ISHARES TR | $840.32万 | 0.45% | 82,255 | 11,989 | 17.1% | $122.48万 | 加仓 |
| MLPA | GLOBAL X FDS | $833.67万 | 0.45% | 157,059 | 58,908 | 60.0% | $312.68万 | 加仓 |
| MU | MICRON TECHNOLOGY INC 看跌期权 | $831.09万 | 0.45% | 7,200 | 7,200 | — | $831.09万 | 新建仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $801.66万 | 0.43% | 135,920 | 135,920 | — | $801.66万 | 新建仓 |
| CMCSA | COMCAST CORP NEW | $788.45万 | 0.43% | 321,162 | 80,987 | 33.7% | $198.82万 | 加仓 |
| CNA | CNA FINL CORP | $785.74万 | 0.42% | 161,642 | 120,704 | 294.8% | $586.74万 | 加仓 |
| NKE | NIKE INC | $782.29万 | 0.42% | 190,569 | 183,423 | 2,566.8% | $752.95万 | 加仓 |
| GOOGL | ALPHABET INC | $778.28万 | 0.42% | 21,778 | -3,915 | -15.2% | -$139.91万 | 减仓 |
| — | TIDAL TRUST II | $768.32万 | 0.41% | 300,995 | -8,608 | -2.8% | -$21.97万 | 减仓 |
| IJR | ISHARES TR | $760.88万 | 0.41% | 51,303 | 3,243 | 6.7% | $48.10万 | 加仓 |
| GVIP | GOLDMAN SACHS ETF TR | $743.30万 | 0.40% | 39,390 | -645 | -1.6% | -$12.17万 | 减仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $695.86万 | 0.38% | 7,211 | 550 | 8.3% | $53.08万 | 加仓 |
| HWM | HOWMET AEROSPACE INC | $677.20万 | 0.37% | 25,188 | 1,166 | 4.9% | $31.35万 | 加仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $673.20万 | 0.36% | 115,670 | 115,670 | — | $673.20万 | 新建仓 |
| BILZ | PIMCO ETF TR | $668.39万 | 0.36% | 66,223 | 1,606 | 2.5% | $16.21万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $653.14万 | 0.35% | 34,282 | -171 | -0.5% | -$3.26万 | 减仓 |
| XSHQ | INVESCO EXCH TRADED FD TR II | $630.46万 | 0.34% | 130,384 | -1,025 | -0.8% | -$4.96万 | 减仓 |
| IWM | ISHARES TR | $626.17万 | 0.34% | 20,841 | 907 | 4.6% | $27.25万 | 加仓 |
| ENB | ENBRIDGE INC | $621.70万 | 0.34% | 114,683 | 98,926 | 627.8% | $536.28万 | 加仓 |
| RSPT | INVESCO EXCHANGE TRADED FD T | $615.48万 | 0.33% | 95,424 | 95,424 | — | $615.48万 | 新建仓 |
| PFE | PFIZER INC | $612.35万 | 0.33% | 254,299 | 29,858 | 13.3% | $71.90万 | 加仓 |
| NET | CLOUDFLARE INC | $593.63万 | 0.32% | 24,202 | -63,259 | -72.3% | -$1,551.62万 | 减仓 |
| SPYV | SPDR SERIES TRUST | $570.53万 | 0.31% | 93,852 | 19,640 | 26.5% | $119.39万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T 看跌期权 | $567.55万 | 0.31% | 7,600 | 0 | 0.0% | — | 不变 |
| DFSD | DIMENSIONAL ETF TRUST | $547.74万 | 0.30% | 114,710 | 114,710 | — | $547.74万 | 新建仓 |
| CEMB | ISHARES INC | $540.56万 | 0.29% | 118,414 | 11,365 | 10.6% | $51.88万 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $534.29万 | 0.29% | 192,884 | 41,702 | 27.6% | $115.51万 | 加仓 |
| OILK | PROSHARES TR | $534.15万 | 0.29% | 112,476 | 112,476 | — | $534.15万 | 新建仓 |
| KOMP | SPDR SERIES TRUST | $511.92万 | 0.28% | 71,597 | 14,927 | 26.3% | $106.73万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $503.59万 | 0.27% | 7,332 | 1,928 | 35.7% | $132.42万 | 加仓 |
| AMAT | APPLIED MATLS INC | $491.78万 | 0.27% | 6,802 | 875 | 14.8% | $63.26万 | 加仓 |
| IVW | ISHARES TR | $481.91万 | 0.26% | 35,041 | -416 | -1.2% | -$5.72万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $472.60万 | 0.25% | 19,973 | -1,448 | -6.8% | -$34.26万 | 减仓 |
| GOOG | ALPHABET INC 看跌期权 | $462.86万 | 0.25% | 13,100 | 13,100 | — | $462.86万 | 新建仓 |
| FLTR | VANECK ETF TRUST | $459.47万 | 0.25% | 179,412 | 53,792 | 42.8% | $137.76万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $437.30万 | 0.24% | 61,376 | 61,376 | — | $437.30万 | 新建仓 |