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 |
|---|---|---|---|---|---|---|---|---|
| GS | GOLDMAN SACHS GROUP INC | $1,163.78万 | 0.63% | 11,507 | -347 | -2.9% | -$35.09万 | 减仓 |
| TBLL | INVESCO EXCH TRADED FD TR II | $1,228.74万 | 0.66% | 116,391 | 58,616 | 101.5% | $618.81万 | 加仓 |
| — | EXXON MOBIL CORP | $1,256.32万 | 0.68% | 91,890 | 4,805 | 5.5% | $65.69万 | 加仓 |
| MP | MP MATERIALS CORP | $1,277.52万 | 0.69% | 228,088 | 3,400 | 1.5% | $19.04万 | 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 |
| AXP | AMERICAN EXPRESS CO | $1,292.04万 | 0.70% | 38,198 | 4,130 | 12.1% | $139.70万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $1,384.70万 | 0.75% | 27,672 | 347 | 1.3% | $17.36万 | 加仓 |
| POWL | POWELL INDS INC | $1,415.76万 | 0.76% | 49,440 | 9 | 0.0% | $2,577 | 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 |
| CERY | SPDR SERIES TRUST | $1,461.34万 | 0.79% | 437,134 | 258,728 | 145.0% | $864.93万 | 加仓 |
| SPMB | SPDR SERIES TRUST | $1,464.20万 | 0.79% | 656,299 | 69,124 | 11.8% | $154.22万 | 加仓 |
| NFLX | NETFLIX INC. | $1,495.79万 | 0.81% | 209,494 | -62,684 | -23.0% | -$447.56万 | 减仓 |
| LQD | ISHARES TR | $1,499.93万 | 0.81% | 137,520 | 17,007 | 14.1% | $185.49万 | 加仓 |
| NVO | NOVO-NORDISK A S | $1,599.34万 | 0.86% | 333,612 | -116,543 | -25.9% | -$558.71万 | 减仓 |
| — | PROSHARES TR | $1,603.14万 | 0.86% | 188,008 | 188,008 | — | $1,603.14万 | 新建仓 |
| RSST | TIDAL TRUST II | $1,648.18万 | 0.89% | 504,186 | 55,100 | 12.3% | $180.12万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $1,675.16万 | 0.90% | 51,177 | 5,500 | 12.0% | $180.03万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $1,687.37万 | 0.91% | 40,598 | -3,461 | -7.9% | -$143.85万 | 减仓 |
| ANET | ARISTA NETWORKS INC | $1,702.38万 | 0.92% | 100,211 | 13,888 | 16.1% | $235.93万 | 加仓 |
| IWD | ISHARES TR | $1,742.45万 | 0.94% | 71,874 | 10,200 | 16.5% | $247.28万 | 加仓 |
| IJH | ISHARES TR | $1,804.82万 | 0.97% | 234,057 | 6,493 | 2.9% | $50.07万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $1,915.07万 | 1.03% | 20,472 | -7,130 | -25.8% | -$666.98万 | 减仓 |
| EUSA | ISHARES INC | $1,919.41万 | 1.04% | 168,089 | -38,983 | -18.8% | -$445.15万 | 减仓 |
| TER | TERADYNE INC | $2,056.51万 | 1.11% | 42,504 | 33,294 | 361.5% | $1,610.90万 | 加仓 |
| LLY | ELI LILLY & CO | $2,150.82万 | 1.16% | 17,932 | 2,056 | 13.0% | $246.60万 | 加仓 |
| GLW | CORNING INC | $2,167.35万 | 1.17% | 84,851 | 72,640 | 594.9% | $1,855.44万 | 加仓 |
| ASML | ASML HLDG NV | $2,306.16万 | 1.24% | 11,592 | -2,004 | -14.7% | -$398.68万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $2,333.54万 | 1.26% | 270,900 | 39,678 | 17.2% | $341.79万 | 加仓 |
| SGOV | ISHARES TR | $2,392.09万 | 1.29% | 237,617 | 142,198 | 149.0% | $1,431.51万 | 加仓 |
| VRT | VERTIV HOLDINGS CO | $2,456.41万 | 1.33% | 73,365 | -5,005 | -6.4% | -$167.58万 | 减仓 |
| META | META PLATFORMS INC | $2,458.89万 | 1.33% | 43,652 | -4,329 | -9.0% | -$243.85万 | 减仓 |
| TSLA | TESLA INC | $2,491.21万 | 1.34% | 59,230 | 3,823 | 6.9% | $160.80万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $2,909.40万 | 1.57% | 60,921 | 13,486 | 28.4% | $644.05万 | 加仓 |
| TSLA | TESLA INC 看涨期权 | $3,057.76万 | 1.65% | 72,700 | 72,700 | — | $3,057.76万 | 新建仓 |
| AVGO | BROADCOM INC | $3,323.88万 | 1.79% | 87,992 | 5,214 | 6.3% | $196.96万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $3,621.42万 | 1.95% | 62,340 | -1,897 | -3.0% | -$110.20万 | 减仓 |
| INTC | INTEL CORP | $3,633.26万 | 1.96% | 260,206 | 9,631 | 3.8% | $134.48万 | 加仓 |
| EWY | ISHARES INC | $3,992.03万 | 2.15% | 197,723 | -21,551 | -9.8% | -$435.11万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $4,306.31万 | 2.32% | 37,307 | -21,013 | -36.0% | -$2,425.51万 | 减仓 |
| MSFT | MICROSOFT CORP | $5,082.01万 | 2.74% | 136,240 | -44,698 | -24.7% | -$1,667.32万 | 减仓 |
| AMZN | AMAZON COM INC | $5,348.02万 | 2.89% | 224,386 | 8,308 | 3.8% | $198.01万 | 加仓 |
| QQQ | INVESCO QQQ TR | $5,469.40万 | 2.95% | 74,272 | 6,924 | 10.3% | $509.88万 | 加仓 |
| GOOG | ALPHABET INC | $6,796.29万 | 3.67% | 192,350 | 25,547 | 15.3% | $902.65万 | 加仓 |
| AAPL | APPLE INC | $8,153.15万 | 4.40% | 281,765 | 45,669 | 19.3% | $1,321.48万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $8,714.20万 | 4.70% | 435,514 | 69,006 | 18.8% | $1,380.74万 | 加仓 |