Princeton Global Asset Management LLC
PRINCETON NJ · SEC CIK 0001767349
$6.98亿2026Q2 申报市值
831持仓数
34.3%前十大占比 · 第一大 6.7%
77 / 78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
APH 加仓+$707.05万
TJX 加仓+$406.17万
BINC 新建仓+$191.56万
ISHARES TOTAL US 加仓+$167.71万
XOM 新建仓+$147.21万
2026Q2 卖出最多 按季末市值估算
LRCX 减仓-$419.80万
AVGO 减仓-$336.54万
CRDO 减仓-$197.32万
EXXON MOBIL CORP 清仓-$186.90万
ORCL 减仓-$178.18万
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 |
|---|---|---|---|---|---|---|---|---|
| AES | AES CORP COM | $3.38万 | 0.00% | 2,308 | 0 | 0.0% | — | 不变 |
| VPL | VANGUARD FTSE PACIFIC ETF | $3.40万 | 0.00% | 294 | 12 | 4.3% | $1,386 | 加仓 |
| RF | REGIONS FINANCIAL CORP NEW COM | $3.44万 | 0.00% | 1,138 | -63 | -5.2% | -$1,903 | 减仓 |
| MRSH | MARSH & MCLENNAN COS INC COM | $3.45万 | 0.00% | 207 | 0 | 0.0% | — | 不变 |
| UGI | UGI CORP NEW COM | $3.45万 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| KKR | KKR & CO INC COM | $3.48万 | 0.00% | 379 | 294 | 345.9% | $2.70万 | 重新持有 |
| ESS | ESSEX PPTY TR INC COM | $3.50万 | 0.01% | 120 | 0 | 0.0% | — | 不变 |
| BIP | BROOKFIELD INFRASTRUCTURE PART LP INT UNIT | $3.55万 | 0.01% | 972 | 0 | 0.0% | — | 不变 |
| CEF | SPROTT ASSET MANAGEMENT LP PHYSICAL GOLD AN | $3.62万 | 0.01% | 900 | 0 | 0.0% | — | 不变 |
| TXRH | TEXAS ROADHOUSE INC COM | $3.63万 | 0.01% | 188 | 0 | 0.0% | — | 不变 |
| BDX | BECTON DICKINSON & CO COM | $3.65万 | 0.01% | 241 | 0 | 0.0% | — | 不变 |
| MLI | MUELLER INDS INC COM | $3.71万 | 0.01% | 302 | 0 | 0.0% | — | 不变 |
| DASH | DOORDASH INC CL A | $3.80万 | 0.01% | 206 | 6 | 3.0% | $1,107 | 加仓 |
| EBAY | EBAY INC. COM | $3.83万 | 0.01% | 343 | 13 | 3.9% | $1,452 | 加仓 |
| SCHX | SCHWAB U.S. LARGE-CAP ETF | $3.89万 | 0.01% | 1,322 | 3 | 0.2% | $88 | 加仓 |
| ACN | ACCENTURE PLC IRELAND SHS CLASS A | $3.92万 | 0.01% | 315 | -326 | -50.9% | -$4.06万 | 减仓 |
| — | BLACKROCK MUNIHLDGS NJ QLTY FD COM | $4.11万 | 0.01% | 3,337 | 0 | 0.0% | — | 不变 |
| DRI | DARDEN RESTAURANTS INC COM | $4.12万 | 0.01% | 200 | 0 | 0.0% | — | 不变 |
| SAN | BANCO SANTANDER SA ADR | $4.14万 | 0.01% | 3,000 | 0 | 0.0% | — | 不变 |
| VNQ | VANGUARD REAL ESTATE ETF | $4.17万 | 0.01% | 433 | 3 | 0.7% | $289 | 加仓 |
| — | EATON VANCE TAX MNGED BUY WRIT COM | $4.21万 | 0.01% | 2,710 | -103 | -3.7% | -$1,601 | 减仓 |
| TPYP | TORTOISE NORTH AMERICAN PIPELINE ETF | $4.21万 | 0.01% | 1,005 | 0 | 0.0% | — | 不变 |
| PANW | PALO ALTO NETWORKS INC COM | $4.23万 | 0.01% | 124 | 0 | 0.0% | — | 不变 |
| EMR | EMERSON ELEC CO COM | $4.24万 | 0.01% | 296 | -3 | -1.0% | -$429 | 减仓 |
| DGS | WISDOMTREE EMERGING MARKETS SMALLCAP DIVIDEND FUND | $4.25万 | 0.01% | 657 | -133 | -16.8% | -$8,606 | 减仓 |
| L | LOEWS CORP COM | $4.27万 | 0.01% | 377 | 0 | 0.0% | — | 不变 |
| VB | VANGUARD SMALL-CAP ETF | $4.27万 | 0.01% | 141 | -658 | -82.4% | -$19.95万 | 减仓 |
| GSK | GSK PLC SPONSORED ADR | $4.31万 | 0.01% | 822 | 0 | 0.0% | — | 不变 |
| SCCO | SOUTHERN COPPER CORP COM | $4.43万 | 0.01% | 254 | 2 | 0.8% | $349 | 加仓 |
| BAM | BROOKFIELD ASSET MANAGMT LTD CL A LMT VTG SHS | $4.49万 | 0.01% | 1,000 | 0 | 0.0% | — | 不变 |
| STM | STMICROELECTRONICS N V NY REGISTRY | $4.49万 | 0.01% | 599 | 49 | 8.9% | $3,670 | 加仓 |
| WST | WEST PHARMACEUTICAL SVSC INC COM | $4.49万 | 0.01% | 125 | 0 | 0.0% | — | 不变 |
| AWK | AMERICAN WTR WKS CO INC NEW COM | $4.53万 | 0.01% | 344 | 0 | 0.0% | — | 不变 |
| LNG | CHENIERE ENERGY INC COM NEW | $4.54万 | 0.01% | 190 | 0 | 0.0% | — | 不变 |
| IDXX | IDEXX LABS INC COM | $4.58万 | 0.01% | 87 | 0 | 0.0% | — | 不变 |
| ZTS | ZOETIS INC CL A | $4.63万 | 0.01% | 644 | -131 | -16.9% | -$9,414 | 减仓 |
| MSI | MOTOROLA SOLUTIONS INC COM NEW | $4.67万 | 0.01% | 112 | 23 | 25.8% | $9,586 | 加仓 |
| TER | TERADYNE INC COM | $4.69万 | 0.01% | 97 | 7 | 7.8% | $3,387 | 加仓 |
| PSLV | SPROTT ASSET MANAGEMENT LP PHYSICAL SILVER | $4.72万 | 0.01% | 2,500 | 0 | 0.0% | — | 不变 |
| — | EATON VANCE RISK-MANAGED DIVER COM | $4.76万 | 0.01% | 5,752 | 0 | 0.0% | — | 不变 |
| CDNS | CADENCE DESIGN SYSTEM INC COM | $4.80万 | 0.01% | 128 | 2 | 1.6% | $751 | 加仓 |
| MDT | MEDTRONIC PLC SHS | $4.85万 | 0.01% | 620 | 50 | 8.8% | $3,912 | 加仓 |
| VGT | VANGUARD INFORMATION TECHNOLOGY ETF | $4.97万 | 0.01% | 416 | 0 | 0.0% | — | 不变 |
| CME | CME GROUP INC COM | $5.06万 | 0.01% | 229 | 2 | 0.9% | $442 | 加仓 |
| ESGE | ISHARES ESG AWARE MSCI EM ETF | $5.11万 | 0.01% | 934 | 0 | 0.0% | — | 不变 |
| — | WISDOMTREE EMERGING MARKETS QUALITY DIVIDEND GROWTH FUND | $5.15万 | 0.01% | 1,260 | 0 | 0.0% | — | 不变 |
| FIDU | FIDELITY MSCI INDUSTRIAL INDEX ETF | $5.16万 | 0.01% | 518 | 0 | 0.0% | — | 不变 |
| MNST | MONSTER BEVERAGE CORP NEW COM | $5.16万 | 0.01% | 537 | 0 | 0.0% | — | 不变 |
| EIS | ISHARES MSCI ISRAEL ETF | $5.18万 | 0.01% | 429 | 1 | 0.2% | $121 | 加仓 |
| DVY | ISHARES SELECT DIVIDEND ETF | $5.20万 | 0.01% | 333 | -54 | -14.0% | -$8,440 | 减仓 |
| STZ | CONSTELLATION BRANDS INC CL A | $5.22万 | 0.01% | 375 | 0 | 0.0% | — | 不变 |
| GNRC | GENERAC HLDGS INC COM | $5.27万 | 0.01% | 180 | -50 | -21.7% | -$1.46万 | 减仓 |
| DLR | DIGITAL RLTY TR INC COM | $5.30万 | 0.01% | 295 | 7 | 2.4% | $1,257 | 加仓 |
| DLS | WISDOMTREE INTERNATIONAL SMALLCAP DIVIDEND FUND | $5.33万 | 0.01% | 636 | 0 | 0.0% | — | 不变 |
| JUCY | APTUS ENHANCED YIELD ETF | $5.56万 | 0.01% | 2,530 | -100 | -3.8% | -$2,198 | 减仓 |
| CARR | CARRIER GLOBAL CORPORATION COM | $5.58万 | 0.01% | 761 | 20 | 2.7% | $1,467 | 加仓 |
| BNS | BANK NOVA SCOTIA B C COM | $5.64万 | 0.01% | 650 | 0 | 0.0% | — | 不变 |
| FDIS | FIDELITY MSCI CONSUMER DISCRETIONARY INDEX ETF | $5.65万 | 0.01% | 549 | -11 | -2.0% | -$1,131 | 减仓 |
| USMV | ISHARES MSCI USA MIN VOL FACTOR ETF | $5.79万 | 0.01% | 600 | 0 | 0.0% | — | 不变 |
| GM | GENERAL MTRS CO COM | $5.80万 | 0.01% | 752 | -111 | -12.9% | -$8,560 | 减仓 |
| UNP | UNION PAC CORP COM | $5.90万 | 0.01% | 217 | 15 | 7.4% | $4,080 | 加仓 |
| ORCL | ORACLE CORP COM | $5.99万 | 0.01% | 409 | -12,168 | -96.7% | -$178.18万 | 减仓 |
| HSY | HERSHEY CO COM | $6.02万 | 0.01% | 343 | 0 | 0.0% | — | 不变 |
| XSD | STATE STREET SPDR S&P SEMICONDUCTOR ETF | $6.05万 | 0.01% | 97 | 0 | 0.0% | — | 不变 |
| IBDZ | ISHARES IBONDS DEC 2034 TERM CORPORATE ETF | $6.07万 | 0.01% | 2,330 | 1,930 | 482.5% | $5.03万 | 加仓 |
| VEU | VANGUARD FTSE ALL-WORLD EX-US INDEX FUND | $6.07万 | 0.01% | 725 | 400 | 123.1% | $3.35万 | 加仓 |
| VCEB | VANGUARD ESG U.S. CORPORATE BOND ETF | $6.08万 | 0.01% | 968 | -40 | -4.0% | -$2,510 | 减仓 |
| ADME | APTUS DRAWDOWN MANAGED EQUITY ETF | $6.10万 | 0.01% | 1,096 | 0 | 0.0% | — | 不变 |
| TFC | TRUIST FINL CORP COM | $6.14万 | 0.01% | 1,232 | 15 | 1.2% | $747 | 加仓 |
| IBDY | ISHARES IBONDS DEC 2033 TERM CORPORATE ETF | $6.14万 | 0.01% | 2,385 | 1,955 | 454.7% | $5.03万 | 加仓 |
| WDC | WESTERN DIGITAL CORP COM | $6.20万 | 0.01% | 97 | 78 | 410.5% | $4.98万 | 加仓 |
| FAST | FASTENAL CO COM | $6.24万 | 0.01% | 1,300 | 0 | 0.0% | — | 不变 |
| BIV | VANGUARD INTERMEDIATE-TERM BOND ETF | $6.27万 | 0.01% | 817 | -334 | -29.0% | -$2.56万 | 减仓 |
| CVS | CVS HEALTH CORP COM | $6.27万 | 0.01% | 606 | -21 | -3.3% | -$2,174 | 减仓 |
| EW | EDWARDS LIFESCIENCES CORP COM | $6.29万 | 0.01% | 695 | 5 | 0.7% | $452 | 加仓 |
| VV | VANGUARD LARGE-CAP ETF | $6.29万 | 0.01% | 183 | 0 | 0.0% | — | 不变 |
| NTR | NUTRIEN LTD COM | $6.29万 | 0.01% | 1,000 | 0 | 0.0% | — | 不变 |
| MU | MICRON TECHNOLOGY INC COM | $6.35万 | 0.01% | 55 | 34 | 161.9% | $3.92万 | 加仓 |
| ASML | ASML HLDG NV N Y REGISTRY SHS | $6.57万 | 0.01% | 33 | 0 | 0.0% | — | 不变 |
| MAIN | MAIN STR CAP CORP COM | $6.69万 | 0.01% | 1,289 | 0 | 0.0% | — | 不变 |
| ADI | ANALOG DEVICES INC COM | $6.76万 | 0.01% | 170 | 0 | 0.0% | — | 不变 |
| VSS | VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP ETF | $6.76万 | 0.01% | 438 | 0 | 0.0% | — | 不变 |
| XETYX | EATON VANCE TAX-MANAGED DIVERS COM | $7.25万 | 0.01% | 4,983 | 0 | 0.0% | — | 不变 |
| VGK | VANGUARD FTSE EUROPE ETF | $7.27万 | 0.01% | 821 | 0 | 0.0% | — | 不变 |
| NOC | NORTHROP GRUMMAN CORP COM | $7.38万 | 0.01% | 145 | 0 | 0.0% | — | 不变 |
| MTX | MINERALS TECHNOLOGIES INC COM | $7.40万 | 0.01% | 1,000 | 0 | 0.0% | — | 不变 |
| MAR | MARRIOTT INTL INC NEW CL A | $7.40万 | 0.01% | 200 | 0 | 0.0% | — | 不变 |
| COF | CAPITAL ONE FINL CORP COM | $7.46万 | 0.01% | 372 | 7 | 1.9% | $1,404 | 加仓 |
| NVO | NOVO-NORDISK A S ADR | $7.54万 | 0.01% | 1,573 | -734 | -31.8% | -$3.52万 | 减仓 |
| CSX | CSX CORP COM | $7.85万 | 0.01% | 1,652 | 52 | 3.2% | $2,472 | 加仓 |
| F | FORD MTR CO COM | $7.88万 | 0.01% | 5,666 | -62 | -1.1% | -$862 | 减仓 |
| EFV | ISHARES MSCI EAFE VALUE ETF | $7.90万 | 0.01% | 1,032 | -28 | -2.6% | -$2,143 | 减仓 |
| PFG | PRINCIPAL FINANCIAL GROUP INC COM | $8.00万 | 0.01% | 742 | 312 | 72.6% | $3.36万 | 加仓 |
| VTEB | VANGUARD TAX-EXEMPT BOND ETF | $8.00万 | 0.01% | 1,581 | 1 | 0.1% | $51 | 加仓 |
| SPH | SUBURBAN PROPANE PARTNERS L P UNIT LTD PARTN | $8.12万 | 0.01% | 4,748 | 8 | 0.2% | $137 | 加仓 |
| SHE | STATE STREET SPDR MSCI USA GENDER DIVERSITY ETF | $8.18万 | 0.01% | 529 | 1 | 0.2% | $155 | 加仓 |
| EME | EMCOR GROUP INC COM | $8.56万 | 0.01% | 103 | 3 | 3.0% | $2,492 | 加仓 |
| IXJ | ISHARES GLOBAL HEALTHCARE ETF | $8.58万 | 0.01% | 872 | -27 | -3.0% | -$2,657 | 减仓 |
| MGC | VANGUARD MEGA CAP ETF | $8.67万 | 0.01% | 317 | -534 | -62.7% | -$14.61万 | 减仓 |
| VUG | VANGUARD GROWTH ETF | $8.79万 | 0.01% | 1,020 | 0 | 0.0% | — | 不变 |