Private Advisory Group LLC
REDMOND WA · SEC CIK 0001632965
$15.24亿2026Q1 申报市值
275持仓数
31.7%前十大占比 · 第一大 5.1%
74 / 47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
VUG 加仓+$1,564.33万
IWD 新建仓+$1,317.79万
SPMB 新建仓+$1,314.68万
GOOG 加仓+$1,285.50万
UNH 加仓+$1,152.82万
2026Q1 卖出最多 按季末市值估算
POWL 减仓-$1,007.38万
TGT 清仓-$992.96万
FTNT 清仓-$931.83万
FISV 清仓-$928.33万
SGOV 减仓-$912.99万
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 |
|---|---|---|---|---|---|---|---|---|
| VYM | VANGUARD WHITEHALL FDS | $1,387.56万 | 0.91% | 93,691 | -7,116 | -7.1% | -$105.39万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $1,417.95万 | 0.93% | 21,803 | 2,631 | 13.7% | $171.11万 | 加仓 |
| LLY | ELI LILLY & CO | $1,460.23万 | 0.96% | 15,876 | -466 | -2.9% | -$42.86万 | 减仓 |
| — | EXXON MOBIL CORP | $1,477.48万 | 0.97% | 87,085 | -50,402 | -36.7% | -$855.12万 | 减仓 |
| IJH | ISHARES TR | $1,536.74万 | 1.01% | 227,564 | 44,657 | 24.4% | $301.57万 | 加仓 |
| FDM | FIRST TR EXCHANGE-TRADED FD | $1,554.18万 | 1.02% | 189,337 | -1,663 | -0.9% | -$13.65万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $1,603.07万 | 1.05% | 47,435 | -4,999 | -9.5% | -$168.94万 | 减仓 |
| NVO | NOVO-NORDISK A S | $1,654.32万 | 1.09% | 450,155 | 217,141 | 93.2% | $797.99万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $1,683.27万 | 1.10% | 38,537 | 35,814 | 1,315.2% | $1,564.33万 | 加仓 |
| ASML | ASML HLDG NV | $1,795.80万 | 1.18% | 13,596 | -2,726 | -16.7% | -$360.06万 | 减仓 |
| NET | CLOUDFLARE INC | $1,804.67万 | 1.18% | 87,461 | 3,575 | 4.3% | $73.77万 | 加仓 |
| VRT | VERTIV HOLDINGS CO | $1,963.80万 | 1.29% | 78,370 | 895 | 1.2% | $22.43万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $1,970.28万 | 1.29% | 58,320 | -16,220 | -21.8% | -$547.98万 | 减仓 |
| TSLA | TESLA INC | $2,059.76万 | 1.35% | 55,407 | 6,468 | 13.2% | $240.45万 | 加仓 |
| EUSA | ISHARES INC | $2,107.37万 | 1.38% | 207,072 | -6,608 | -3.1% | -$67.25万 | 减仓 |
| AVGO | BROADCOM INC | $2,562.06万 | 1.68% | 82,778 | 4,478 | 5.7% | $138.60万 | 加仓 |
| NFLX | NETFLIX INC. | $2,616.99万 | 1.72% | 272,178 | 67,909 | 33.2% | $652.95万 | 加仓 |
| EWY | ISHARES INC | $2,697.29万 | 1.77% | 219,274 | -5,865 | -2.6% | -$72.15万 | 减仓 |
| META | META PLATFORMS INC | $2,745.15万 | 1.80% | 47,981 | -665 | -1.4% | -$38.05万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $2,750.37万 | 1.80% | 27,602 | 3,556 | 14.8% | $354.33万 | 加仓 |
| QQQ | INVESCO QQQ TR | $3,887.19万 | 2.55% | 67,348 | -2,686 | -3.8% | -$155.03万 | 减仓 |
| AMZN | AMAZON COM INC | $4,500.26万 | 2.95% | 216,078 | 17,934 | 9.1% | $373.51万 | 加仓 |
| GOOG | ALPHABET INC | $4,784.90万 | 3.14% | 166,803 | 44,813 | 36.7% | $1,285.50万 | 加仓 |
| AAPL | APPLE INC | $5,991.88万 | 3.93% | 236,096 | 4,160 | 1.8% | $105.58万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $6,391.89万 | 4.19% | 366,508 | -9,446 | -2.5% | -$164.74万 | 减仓 |
| MSFT | MICROSOFT CORP | $6,697.76万 | 4.39% | 180,938 | 22,951 | 14.5% | $849.58万 | 加仓 |
| QQQ | INVESCO QQQ TR 看涨期权 | $7,791.93万 | 5.11% | 135,000 | 135,000 | — | $7,791.93万 | 新建仓 |