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 |
|---|---|---|---|---|---|---|---|---|
| VIK | VIKING HOLDINGS LTD | $49.42万 | 0.03% | 6,725 | 940 | 16.2% | $6.91万 | 加仓 |
| LVHD | LEGG MASON ETF INVT | $48.62万 | 0.03% | 11,423 | 11,423 | — | $48.62万 | 新建仓 |
| SPHD | INVESCO EXCH TRADED FD TR II | $48.61万 | 0.03% | 9,799 | 9,799 | — | $48.61万 | 新建仓 |
| MA | MASTERCARD INCORPORATED | $48.02万 | 0.03% | 961 | -1,421 | -59.7% | -$71.00万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $47.41万 | 0.03% | 3,282 | 979 | 42.5% | $14.14万 | 加仓 |
| BSJT | INVESCO EXCH TRD SLF IDX FD | $46.96万 | 0.03% | 22,323 | -4,487 | -16.7% | -$9.44万 | 减仓 |
| MS | MORGAN STANLEY | $46.59万 | 0.03% | 2,831 | 705 | 33.2% | $11.60万 | 加仓 |
| QCOM | QUALCOMM INC | $46.57万 | 0.03% | 3,617 | -51 | -1.4% | -$6,567 | 减仓 |
| GLD | SPDR GOLD TR | $44.32万 | 0.03% | 1,030 | 1,030 | — | $44.32万 | 新建仓 |
| MAR | MARRIOTT INTL INC NEW | $43.57万 | 0.03% | 1,332 | 48 | 3.7% | $1.57万 | 加仓 |
| ORCL | ORACLE CORP | $42.99万 | 0.03% | 2,922 | -2,173 | -42.6% | -$31.97万 | 减仓 |
| IAU | ISHARES GOLD TR | $42.76万 | 0.03% | 4,850 | -1,050 | -17.8% | -$9.26万 | 减仓 |
| SLV | ISHARES SILVER TR | $42.10万 | 0.03% | 6,178 | -2,456 | -28.4% | -$16.74万 | 减仓 |
| PEP | PEPSICO INC | $41.93万 | 0.03% | 2,700 | 782 | 40.8% | $12.14万 | 加仓 |
| — | ADVISORSHARES TR | $41.59万 | 0.03% | 9,691 | -330 | -3.3% | -$1.42万 | 减仓 |
| TMUS | T-MOBILE US INC | $41.23万 | 0.03% | 1,963 | 99 | 5.3% | $2.08万 | 加仓 |
| VBIL | VANGUARD INSTL INDEX FD | $41.02万 | 0.03% | 5,422 | -411 | -7.0% | -$3.11万 | 减仓 |
| GD | GENERAL DYNAMICS CORP | $40.48万 | 0.03% | 1,179 | 187 | 18.9% | $6.42万 | 加仓 |
| APP | APPLOVIN CORP | $39.88万 | 0.03% | 1,002 | -1,419 | -58.6% | -$56.48万 | 减仓 |
| CRWV | COREWEAVE INC | $39.74万 | 0.03% | 5,130 | -1,006 | -16.4% | -$7.79万 | 减仓 |
| LIN | LINDE PLC | $39.26万 | 0.03% | 792 | 231 | 41.2% | $11.45万 | 重新持有 |
| INSW | INTERNATIONAL SEAWAYS INC | $38.87万 | 0.03% | 5,334 | 5,334 | — | $38.87万 | 新建仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $38.71万 | 0.03% | 9,010 | 0 | 0.0% | — | 不变 |
| XDEC | FIRST TR EXCHNG TRADED FD VI | $38.66万 | 0.03% | 9,591 | 222 | 2.4% | $8,949 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $38.53万 | 0.03% | 2,634 | -5,291 | -66.8% | -$77.40万 | 减仓 |
| VXUS | VANGUARD STAR FDS | $38.21万 | 0.03% | 4,955 | 4,955 | — | $38.21万 | 新建仓 |
| NKE | NIKE INC | $37.75万 | 0.02% | 7,146 | -290 | -3.9% | -$1.53万 | 减仓 |
| AJG | GALLAGHER ARTHUR J & CO | $36.91万 | 0.02% | 1,704 | -862 | -33.6% | -$18.67万 | 减仓 |
| BILL | BILL HOLDINGS INC | $36.65万 | 0.02% | 9,569 | 9,569 | — | $36.65万 | 新建仓 |
| ADI | ANALOG DEVICES INC | $35.85万 | 0.02% | 1,127 | 362 | 47.3% | $11.52万 | 加仓 |
| CSCO | CISCO SYS INC | $34.59万 | 0.02% | 4,458 | 523 | 13.3% | $4.06万 | 加仓 |
| KLAC | KLA CORP | $34.31万 | 0.02% | 233 | 233 | — | $34.31万 | 新建仓 |
| QDEC | FIRST TR EXCHNG TRADED FD VI | $33.79万 | 0.02% | 10,742 | -235 | -2.1% | -$7,393 | 减仓 |
| RZV | INVESCO EXCHANGE TRADED FD T | $33.70万 | 0.02% | 2,709 | 0 | 0.0% | — | 不变 |
| VST | VISTRA CORP | $32.77万 | 0.02% | 2,180 | 427 | 24.4% | $6.42万 | 加仓 |
| DFSU | DIMENSIONAL ETF TRUST | $32.37万 | 0.02% | 7,877 | 2,804 | 55.3% | $11.52万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $31.97万 | 0.02% | 4,341 | 4,341 | — | $31.97万 | 新建仓 |
| WFC | WELLS FARGO & CO | $31.73万 | 0.02% | 3,985 | 3,985 | — | $31.73万 | 新建仓 |
| PIE | INVESCO EXCH TRADED FD TR II | $31.47万 | 0.02% | 12,088 | -225 | -1.8% | -$5,857 | 减仓 |
| TJX | TJX COS INC NEW | $30.63万 | 0.02% | 1,918 | 23 | 1.2% | $3,673 | 加仓 |
| CL | COLGATE PALMOLIVE CO | $30.62万 | 0.02% | 3,593 | -3,422 | -48.8% | -$29.17万 | 减仓 |
| PLD | PROLOGIS INC. | $30.16万 | 0.02% | 2,282 | 113 | 5.2% | $1.49万 | 加仓 |
| VHT | VANGUARD WORLD FD | $29.90万 | 0.02% | 1,098 | 0 | 0.0% | — | 不变 |
| PANW | PALO ALTO NETWORKS INC | $29.69万 | 0.02% | 1,852 | 685 | 58.7% | $10.98万 | 加仓 |
| GRID | FIRST TR EXCHANGE-TRADED FD | $28.76万 | 0.02% | 1,758 | 210 | 13.6% | $3.44万 | 加仓 |
| AIRR | FIRST TR EXCHANGE TRADED FD | $28.71万 | 0.02% | 2,592 | -186 | -6.7% | -$2.06万 | 减仓 |
| UBER | UBER TECHNOLOGIES INC | $28.50万 | 0.02% | 3,962 | 22 | 0.6% | $1,582 | 加仓 |
| MNTN | MNTN INC | $27.25万 | 0.02% | 30,965 | 0 | 0.0% | — | 不变 |
| — | GLOBAL X FDS | $27.21万 | 0.02% | 3,215 | -457 | -12.4% | -$3.87万 | 减仓 |
| DBP | INVESCO DB MULTI-SECTOR COMM | $27.04万 | 0.02% | 2,457 | 2,457 | — | $27.04万 | 新建仓 |
| RRX | REGAL REXNORD CORPORATION | $27.02万 | 0.02% | 1,443 | 1,443 | — | $27.02万 | 新建仓 |
| HEI | HEICO CORP NEW | $26.90万 | 0.02% | 981 | 0 | 0.0% | — | 不变 |
| TEM | TEMPUS AI INC | $25.73万 | 0.02% | 5,690 | 878 | 18.2% | $3.97万 | 加仓 |
| PPG | PPG INDS INC | $25.66万 | 0.02% | 2,401 | 33 | 1.4% | $3,527 | 加仓 |
| CVX | CHEVRON CORPORATION | $25.05万 | 0.02% | 1,211 | 1,211 | — | $25.05万 | 新建仓 |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | $25.02万 | 0.02% | 4,743 | -70 | -1.5% | -$3,693 | 减仓 |
| VFH | VANGUARD WORLD FD | $24.72万 | 0.02% | 2,046 | -39 | -1.9% | -$4,712 | 减仓 |
| ALG | ALAMO GROUP INC | $24.47万 | 0.02% | 1,483 | 0 | 0.0% | — | 不变 |
| FV | FIRST TR EXCHANGE TRADED FD | $24.35万 | 0.02% | 4,029 | -23 | -0.6% | -$1,390 | 减仓 |
| ACWI | ISHARES TR | $24.17万 | 0.02% | 1,747 | 0 | 0.0% | — | 不变 |
| SYK | STRYKER CORPORATION | $23.44万 | 0.02% | 713 | -175 | -19.7% | -$5.75万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $23.32万 | 0.02% | 3,734 | 3,734 | — | $23.32万 | 新建仓 |
| SNOW | SNOWFLAKE INC | $23.21万 | 0.02% | 1,539 | -626 | -28.9% | -$9.44万 | 减仓 |
| REGN | REGENERON PHARMACEUTICALS | $22.95万 | 0.02% | 297 | 17 | 6.1% | $1.31万 | 加仓 |
| GDX | VANECK ETF TRUST | $22.88万 | 0.02% | 2,493 | -302 | -10.8% | -$2.77万 | 减仓 |
| — | ADVISORSHARES TR | $22.58万 | 0.01% | 4,435 | -14 | -0.3% | -$713 | 减仓 |
| FIW | FIRST TR EXCHANGE-TRADED FD | $21.97万 | 0.01% | 2,130 | 195 | 10.1% | $2.01万 | 加仓 |
| C | CITIGROUP INC | $21.96万 | 0.01% | 1,936 | 1,936 | — | $21.96万 | 新建仓 |
| IWP | ISHARES TR | $21.49万 | 0.01% | 1,677 | 1,677 | — | $21.49万 | 新建仓 |
| HD | HOME DEPOT INC | $21.18万 | 0.01% | 644 | -101 | -13.6% | -$3.32万 | 重新持有 |
| SLVP | ISHARES INC | $20.80万 | 0.01% | 5,865 | -4,568 | -43.8% | -$16.20万 | 减仓 |
| MRK | MERCK & CO INC | $20.50万 | 0.01% | 1,704 | 1,704 | — | $20.50万 | 新建仓 |
| QYLD | GLOBAL X FDS | $19.46万 | 0.01% | 11,347 | 1,327 | 13.2% | $2.28万 | 加仓 |
| MFG | MIZUHO FINANCIAL GROUP INC | $9.10万 | 0.01% | 11,466 | 0 | 0.0% | — | 不变 |
| — | CO-DIAGNOSTICS INC | $7.70万 | 0.01% | 41,387 | 41,387 | — | $7.70万 | 新建仓 |
| TGT | TARGET CORP | $0 | 0.00% | 0 | -101,582 | -100.0% | -$992.96万 | 清仓 |
| FTNT | FORTINET INC | $0 | 0.00% | 0 | -117,344 | -100.0% | -$931.83万 | 清仓 |
| FISV | FISERV INC | $0 | 0.00% | 0 | -138,206 | -100.0% | -$928.33万 | 清仓 |
| DLR | DIGITAL RLTY TR INC | $0 | 0.00% | 0 | -55,402 | -100.0% | -$857.12万 | 清仓 |
| GNRC | GENERAC HLDGS INC | $0 | 0.00% | 0 | -58,781 | -100.0% | -$801.60万 | 清仓 |
| IHF | ISHARES TR | $0 | 0.00% | 0 | -151,112 | -100.0% | -$724.46万 | 清仓 |
| HIMS | HIMS & HERS HEALTH INC 看涨期权 | $0 | 0.00% | 0 | -205,100 | -100.0% | -$665.96万 | 清仓 |
| ALB | ALBEMARLE CORP | $0 | 0.00% | 0 | -18,171 | -100.0% | -$257.01万 | 清仓 |
| FOXA | FOX CORP | $0 | 0.00% | 0 | -23,013 | -100.0% | -$168.16万 | 清仓 |
| HP | HELMERICH & PAYNE INC | $0 | 0.00% | 0 | -49,057 | -100.0% | -$140.70万 | 清仓 |
| M | MACYS INC | $0 | 0.00% | 0 | -63,327 | -100.0% | -$139.64万 | 清仓 |
| APH | AMPHENOL CORP NEW | $0 | 0.00% | 0 | -9,415 | -100.0% | -$127.23万 | 清仓 |
| LUMN | LUMEN TECHNOLOGIES INC | $0 | 0.00% | 0 | -154,409 | -100.0% | -$119.98万 | 清仓 |
| CRDO | CREDO TECHNOLOGY GROUP HOLDI | $0 | 0.00% | 0 | -6,876 | -100.0% | -$98.94万 | 清仓 |
| DASH | DOORDASH INC | $0 | 0.00% | 0 | -4,247 | -100.0% | -$96.19万 | 清仓 |
| INCY | INCYTE CORP | $0 | 0.00% | 0 | -9,684 | -100.0% | -$95.65万 | 清仓 |
| FAD | FIRST TR EXCHANGE-TRADED ALP | $0 | 0.00% | 0 | -5,705 | -100.0% | -$92.34万 | 清仓 |
| FYC | FIRST TR EXCHANGE-TRADED ALP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| FPX | FIRST TR EXCHANGE-TRADED FD | $0 | 0.00% | 0 | -5,579 | -100.0% | -$91.27万 | 清仓 |
| HOOD | ROBINHOOD MKTS INC | $0 | 0.00% | 0 | -7,643 | -100.0% | -$86.44万 | 清仓 |
| SHOP | SHOPIFY INC | $0 | 0.00% | 0 | -3,904 | -100.0% | -$62.84万 | 清仓 |
| INSM | INSMED INC | $0 | 0.00% | 0 | -2,750 | -100.0% | -$47.86万 | 清仓 |
| FSLR | FIRST SOLAR INC | $0 | 0.00% | 0 | -1,624 | -100.0% | -$42.42万 | 清仓 |
| BKLN | INVESCO EXCH TRADED FD TR II | $0 | 0.00% | 0 | -19,918 | -100.0% | -$41.83万 | 清仓 |
| NTRA | NATERA INC | $0 | 0.00% | 0 | -1,799 | -100.0% | -$41.21万 | 清仓 |