13F 机构持仓

Princeton Global Asset Management LLC

PRINCETON NJ · SEC CIK 0001767349

2026Q22026Q1 更早 9 个季度 🔒
$6.13亿2026Q1 申报市值
829持仓数
33.4%前十大占比 · 第一大 5.9%
45 / 41新建仓 / 清仓
申报市值走势$6.98亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

AVGO 5.9%
TSM 5.4%
MSFT 4.3%
PWR 3.2%
JPM 3.1%
GOOGL 3.0%
AAPL 2.3%
BX 2.2%
ETR 2.1%
CRH 2.0%

2026Q1 买入最多 按季末市值估算

NVDA 加仓+$795.14万
TTE 新建仓+$357.48万
NDAQ 新建仓+$352.34万
LLY 加仓+$277.96万
VONG 加仓+$129.34万

2026Q1 卖出最多 按季末市值估算

INTU 减仓-$574.88万
DGRO 减仓-$310.58万
ACN 减仓-$238.68万
ADBE 减仓-$124.07万
SCHD 减仓-$111.64万

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
EXC EXELON CORP COM $2.15万0.00%438 00.0% — 不变
GEM GOLDMAN SACHS ACTIVEBETA EMERGING MARKETS EQUITY ETF $2.15万0.00%497 00.0% — 不变
CIEN CIENA CORP COM NEW $2.17万0.00%56 00.0% — 不变
DGRW WISDOMTREE US QUALITY DIVIDEND GROWTH FUND $2.20万0.00%250 00.0% — 不变
— PACER AMERICAN ENERGY INFRASTRUCTURE ETF $2.21万0.00%470 00.0% — 不变
DHR DANAHER CORP DEL COM $2.21万0.00%117 00.0% — 不变
ADSK AUTODESK INC COM $2.23万0.00%93 -19-17.0% -$4,549 减仓
CL COLGATE PALMOLIVE CO COM $2.24万0.00%263 -40-13.2% -$3,409 减仓
ICE INTERCONTINENTAL EXCHANGE INC COM $2.25万0.00%143 00.0% — 不变
MLPX GLOBAL X MLP & ENERGY INFRASTRUCTURE ETF $2.29万0.00%310 00.0% — 不变
HLT HILTON WORLDWIDE HLDGS INC COM $2.31万0.00%76 00.0% — 不变
CMG CHIPOTLE MEXICAN GRILL INC COM $2.32万0.00%725 -50-6.5% -$1,600 减仓
STLD STEEL DYNAMICS INC COM $2.32万0.00%129 00.0% — 不变
KOMP STATE STREET SPDR S&P KENSHO NEW ECONOMIES COMPOSITE ETF $2.34万0.00%400 00.0% — 不变
OUSA ALPS O'SHARES U.S. QUALITY DIVIDEND ETF $2.36万0.00%424 00.0% — 不变
AJG GALLAGHER ARTHUR J & CO COM $2.43万0.00%112 00.0% — 不变
ITOT ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF $2.44万0.00%171 00.0% — 不变
VEU VANGUARD FTSE ALL-WORLD EX-US INDEX FUND $2.44万0.00%325 00.0% — 不变
PPG PPG INDS INC COM $2.48万0.00%232 00.0% — 不变
LEA LEAR CORP COM NEW $2.48万0.00%205 00.0% — 不变
MDYV STATE STREET SPDR S&P 400 MID CAP VALUE ETF $2.51万0.00%294 -36-10.9% -$3,070 减仓
IYF ISHARES U.S. FINANCIALS ETF $2.53万0.00%215 00.0% — 不变
— NUVEEN NEW JERSEY COM $2.53万0.00%2,060 00.0% — 不变
SNPS SYNOPSYS INC COM $2.54万0.00%64 00.0% — 不变
FISV FISERV INC COM $2.54万0.00%455 00.0% — 不变
HCA HCA HEALTHCARE INC COM $2.56万0.00%54 00.0% — 不变
CACI CACI INTL INC CL A $2.61万0.00%48 00.0% — 不变
SCHW SCHWAB CHARLES CORP COM $2.62万0.00%279 00.0% — 不变
— XTRACKERS S&P DIVIDEND ARISTOCRATS SCREENED ETF $2.65万0.00%950 00.0% — 不变
GDX VANECK GOLD MINERS ETF $2.66万0.00%290 290— $2.66万 新建仓
DOV DOVER CORP COM $2.66万0.00%128 00.0% — 不变
SWK STANLEY BLACK & DECKER INC COM $2.66万0.00%375 00.0% — 不变
TER TERADYNE INC COM $2.67万0.00%90 00.0% — 不变
SOLS SOLSTICE ADVANCED MATLS INC COM SHS $2.69万0.00%353 353— $2.69万 新建仓
CHWY CHEWY INC CL A $2.70万0.00%1,000 00.0% — 不变
GDXJ VANECK JUNIOR GOLD MINERS ETF $2.70万0.00%225 225— $2.70万 新建仓
HIG HARTFORD INSURANCE GROUP INC COM $2.70万0.00%200 00.0% — 不变
PFE PFIZER INC COM $2.74万0.00%976 373.9% $1,039 加仓
VPL VANGUARD FTSE PACIFIC ETF $2.75万0.00%282 00.0% — 不变
— COTERRA ENERGY INC COM $2.78万0.00%792 00.0% — 不变
WTRG ESSENTIAL UTILS INC COM $2.84万0.00%705 00.0% — 不变
UPSD APTUS LARGE CAP UPSIDE ETF $2.88万0.00%1,130 1,130— $2.88万 新建仓
ESS ESSEX PPTY TR INC COM $2.90万0.00%120 00.0% — 不变
IBTH ISHARES IBONDS DEC 2027 TERM TREASURY ETF $2.99万0.00%1,335 1,335— $2.99万 新建仓
NMRK NEWMARK GROUP INC CL A $3.00万0.00%2,000 00.0% — 不变
EBAY EBAY INC. COM $3.00万0.00%330 -1-0.3% -$91 减仓
DASH DOORDASH INC CL A $3.00万0.00%200 00.0% — 不变
ARKK ARK INNOVATION ETF $3.01万0.00%445 00.0% — 不变
KR KROGER CO COM $3.01万0.00%416 00.0% — 不变
LMT LOCKHEED MARTIN CORP COM $3.02万0.00%50 12.0% $604 加仓
IBMR ISHARES IBONDS DEC 2029 TERM MUNI BOND ETF $3.04万0.00%1,200 00.0% — 不变
WEC WEC ENERGY GROUP INC COM $3.06万0.00%265 10.4% $116 加仓
SRE SEMPRA COM $3.07万0.01%316 00.0% — 不变
CMCSA COMCAST CORP NEW CL A $3.08万0.01%1,074 19422.0% $5,572 加仓
TXRH TEXAS ROADHOUSE INC COM $3.10万0.01%188 00.0% — 不变
ALL ALLSTATE CORP COM $3.13万0.01%151 00.0% — 不变
WST WEST PHARMACEUTICAL SVSC INC COM $3.13万0.01%125 00.0% — 不变
TEL TE CONNECTIVITY PLC ORD SHS $3.14万0.01%150 -6-3.8% -$1,254 减仓
RF REGIONS FINANCIAL CORP NEW COM $3.14万0.01%1,201 191.6% $496 加仓
EVSM EATON VANCE SHORT DURATION MUNICIPAL INCOME ETF $3.16万0.01%629 30.5% $151 加仓
XSD STATE STREET SPDR S&P SEMICONDUCTOR ETF $3.16万0.01%97 00.0% — 不变
BEPC BROOKFIELD RENEWABLE CORP CL A EX SUB VTG $3.19万0.01%800 00.0% — 不变
IHI ISHARES U.S. MEDICAL DEVICES ETF $3.20万0.01%600 00.0% — 不变
EFAV ISHARES MSCI EAFE MIN VOL FACTOR ETF $3.23万0.01%354 00.0% — 不变
ATO ATMOS ENERGY CORP COM $3.25万0.01%176 21.1% $369 加仓
AES AES CORP COM $3.25万0.01%2,308 00.0% — 不变
MLI MUELLER INDS INC COM $3.34万0.01%302 00.0% — 不变
SCHX SCHWAB U.S. LARGE-CAP ETF $3.38万0.01%1,319 40.3% $103 加仓
SAN BANCO SANTANDER SA ADR $3.38万0.01%3,000 00.0% — 不变
NOW SERVICENOW INC COM $3.45万0.01%330 -75-18.5% -$7,841 减仓
AMT AMERICAN TOWER CORP COM $3.50万0.01%203 -10-4.7% -$1,723 减仓
CDNS CADENCE DESIGN SYSTEM INC COM $3.50万0.01%126 00.0% — 不变
BIP BROOKFIELD INFRASTRUCTURE PART LP INT UNIT $3.51万0.01%972 00.0% — 不变
BKAG BNY MELLON CORE BOND ETF $3.52万0.01%833 00.0% — 不变
NJR NEW JERSEY RES CORP COM $3.52万0.01%641 00.0% — 不变
MRSH MARSH & MCLENNAN COS INC COM $3.59万0.01%207 -124-37.5% -$2.15万 减仓
VGT VANGUARD INFORMATION TECHNOLOGY ETF $3.63万0.01%52 00.0% — 不变
UGI UGI CORP NEW COM $3.64万0.01%1,000 00.0% — 不变
BDX BECTON DICKINSON & CO COM $3.79万0.01%241 00.0% — 不变
VNQ VANGUARD REAL ESTATE ETF $3.81万0.01%430 -57-11.7% -$5,057 减仓
— BLACKROCK MUNIHLDGS NJ QLTY FD COM $3.86万0.01%3,337 00.0% — 不变
MSI MOTOROLA SOLUTIONS INC COM NEW $3.87万0.01%89 00.0% — 不变
PFG PRINCIPAL FINANCIAL GROUP INC COM $3.87万0.01%430 61.4% $541 加仓
MNST MONSTER BEVERAGE CORP NEW COM $3.89万0.01%537 -37-6.4% -$2,681 减仓
EMR EMERSON ELEC CO COM $3.92万0.01%299 113.8% $1,441 加仓
DRI DARDEN RESTAURANTS INC COM $3.92万0.01%200 00.0% — 不变
IJJ ISHARES S&P MID-CAP 400 VALUE ETF $3.98万0.01%300 00.0% — 不变
L LOEWS CORP COM $4.02万0.01%377 00.0% — 不变
TSCO TRACTOR SUPPLY CO COM $4.04万0.01%892 40.5% $181 加仓
— EATON VANCE TAX MNGED BUY WRIT COM $4.06万0.01%2,813 00.0% — 不变
OXY OCCIDENTAL PETE CORP COM $4.06万0.01%625 00.0% — 不变
IEF ISHARES 7-10 YEAR TREASURY BOND ETF $4.16万0.01%436 00.0% — 不变
CARR CARRIER GLOBAL CORPORATION COM $4.17万0.01%741 00.0% — 不变
— WISDOMTREE EMERGING MARKETS QUALITY DIVIDEND GROWTH FUND $4.17万0.01%1,260 -1,200-48.8% -$3.97万 减仓
FRBA FIRST BK WILLIAMSTOWN NEW JERS COM $4.19万0.01%2,618 00.0% — 不变
ADBE ADOBE INC COM $4.21万0.01%173 -5,104-96.7% -$124.07万 减仓
EPAM EPAM SYS INC COM $4.22万0.01%312 -324-50.9% -$4.39万 减仓
ESGE ISHARES ESG AWARE MSCI EM ETF $4.25万0.01%934 934— $4.25万 新建仓
TPYP TORTOISE NORTH AMERICAN PIPELINE ETF $4.26万0.01%1,005 00.0% — 不变
SPIP STATE STREET SPDR PORTFOLIO TIPS ETF $4.29万0.01%1,649 00.0% — 不变