Princeton Global Asset Management LLC
PRINCETON NJ · SEC CIK 0001767349
$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
26Q126Q2
前十大持仓 占组合比例
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 |
|---|---|---|---|---|---|---|---|---|
| SPSB | STATE STREET SPDR PORTFOLIO SHORT TERM CORPORATE BOND ETF | $10.80万 | 0.02% | 3,592 | 25 | 0.7% | $752 | 加仓 |
| C | CITIGROUP INC COM NEW | $10.81万 | 0.02% | 953 | -75 | -7.3% | -$8,506 | 减仓 |
| SLF | SUN LIFE FINANCIAL INC. COM | $10.89万 | 0.02% | 1,741 | 0 | 0.0% | — | 不变 |
| COP | CONOCOPHILLIPS COM | $11.07万 | 0.02% | 839 | 7 | 0.8% | $924 | 加仓 |
| AMP | AMERIPRISE FINL INC COM | $11.11万 | 0.02% | 250 | -5 | -2.0% | -$2,222 | 减仓 |
| IEV | ISHARES EUROPE ETF | $11.19万 | 0.02% | 1,647 | 0 | 0.0% | — | 不变 |
| BNY | BANK NEW YORK MELLON CORP COM | $11.23万 | 0.02% | 947 | 1 | 0.1% | $119 | 加仓 |
| MDLZ | MONDELEZ INTL INC CL A | $11.25万 | 0.02% | 1,952 | -8 | -0.4% | -$461 | 减仓 |
| DGX | QUEST DIAGNOSTICS INC COM | $11.32万 | 0.02% | 578 | 4 | 0.7% | $783 | 加仓 |
| VXF | VANGUARD EXTENDED MARKET ETF | $11.50万 | 0.02% | 559 | 0 | 0.0% | — | 不变 |
| TJX | TJX COS INC NEW COM | $11.55万 | 0.02% | 723 | 0 | 0.0% | — | 不变 |
| SHEL | SHELL PLC SPON ADS | $11.59万 | 0.02% | 1,247 | 0 | 0.0% | — | 不变 |
| JFLX | JPMORGAN FLEXIBLE DEBT ETF | $11.70万 | 0.02% | 2,356 | 30 | 1.3% | $1,490 | 加仓 |
| CMI | CUMMINS INC COM | $12.00万 | 0.02% | 223 | 2 | 0.9% | $1,076 | 加仓 |
| IBMQ | ISHARES IBONDS DEC 2028 TERM MUNI BOND ETF | $12.02万 | 0.02% | 4,708 | 3 | 0.1% | $77 | 加仓 |
| DIS | DISNEY WALT CO COM | $12.05万 | 0.02% | 1,250 | -45 | -3.5% | -$4,337 | 减仓 |
| ESGD | ISHARES ESG AWARE MSCI EAFE ETF | $12.06万 | 0.02% | 1,261 | 411 | 48.4% | $3.93万 | 加仓 |
| SPGI | S&P GLOBAL INC COM | $12.08万 | 0.02% | 284 | 0 | 0.0% | — | 不变 |
| — | DUPONT DE NEMOURS INC COM | $12.41万 | 0.02% | 2,710 | 1,158 | 74.6% | $5.30万 | 加仓 |
| VT | VANGUARD TOTAL WORLD STOCK ETF | $12.53万 | 0.02% | 906 | -3,109 | -77.4% | -$43.01万 | 减仓 |
| ACN | ACCENTURE PLC IRELAND SHS CLASS A | $12.71万 | 0.02% | 641 | -12,037 | -94.9% | -$238.68万 | 减仓 |
| CEMB | ISHARES J.P. MORGAN EM CORPORATE BOND ETF | $12.76万 | 0.02% | 2,819 | -80 | -2.8% | -$3,622 | 减仓 |
| OEF | ISHARES S&P 100 ETF | $12.98万 | 0.02% | 408 | 0 | 0.0% | — | 不变 |
| UNH | UNITEDHEALTH GROUP INC COM | $13.03万 | 0.02% | 482 | -13 | -2.6% | -$3,515 | 减仓 |
| — | XTRACKERS MSCI EAFE SELECTION EQUITY ETF | $13.08万 | 0.02% | 3,724 | 1,500 | 67.4% | $5.27万 | 加仓 |
| MA | MASTERCARD INCORPORATED CL A | $13.13万 | 0.02% | 263 | -27 | -9.3% | -$1.35万 | 减仓 |
| GEV | GE VERNOVA INC COM | $13.34万 | 0.02% | 153 | 0 | 0.0% | — | 不变 |
| MUB | ISHARES NATIONAL MUNI BOND ETF | $13.35万 | 0.02% | 1,257 | 0 | 0.0% | — | 不变 |
| XLF | STATE STREET FINANCIAL SELECT SECTOR SPDR ETF | $13.37万 | 0.02% | 2,707 | 38 | 1.4% | $1,876 | 加仓 |
| SPYM | STATE STREET SPDR PORTFOLIO S&P 500 ETF | $13.73万 | 0.02% | 1,794 | 276 | 18.2% | $2.11万 | 加仓 |
| DSI | ISHARES ESG MSCI KLD 400 ETF | $13.74万 | 0.02% | 1,134 | 0 | 0.0% | — | 不变 |
| XLV | STATE STREET HEALTH CARE SELECT SECTOR SPDR ETF | $13.95万 | 0.02% | 952 | 1 | 0.1% | $147 | 加仓 |
| OSCV | OPUS SMALL CAP VALUE ETF | $13.96万 | 0.02% | 3,539 | 1,349 | 61.6% | $5.32万 | 加仓 |
| QCOM | QUALCOMM INC COM | $14.44万 | 0.02% | 1,121 | -17 | -1.5% | -$2,189 | 减仓 |
| NRG | NRG ENERGY INC COM NEW | $14.48万 | 0.02% | 991 | 11 | 1.1% | $1,608 | 加仓 |
| RSP | INVESCO S&P 500 EQUAL WEIGHT ETF | $14.63万 | 0.02% | 762 | 330 | 76.4% | $6.34万 | 加仓 |
| IXUS | ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF | $15.02万 | 0.02% | 1,734 | 366 | 26.8% | $3.17万 | 加仓 |
| CHD | CHURCH & DWIGHT CO INC COM | $15.20万 | 0.02% | 1,629 | -81 | -4.7% | -$7,557 | 减仓 |
| NULG | NUVEEN ESG LARGE-CAP GROWTH ETF | $15.22万 | 0.02% | 1,674 | -37 | -2.2% | -$3,365 | 减仓 |
| WMT | WALMART INC COM | $15.47万 | 0.03% | 1,245 | -59 | -4.5% | -$7,331 | 减仓 |
| Q | QNITY ELECTRONICS INC COMMON STOCK | $15.61万 | 0.03% | 1,353 | 1,353 | — | $15.61万 | 新建仓 |
| — | DIMENSIONAL U.S. TARGETED VALUE ETF | $15.61万 | 0.03% | 2,500 | 0 | 0.0% | — | 不变 |
| SCHB | SCHWAB U.S. BROAD MARKET ETF | $15.72万 | 0.03% | 6,264 | -599 | -8.7% | -$1.50万 | 减仓 |
| SLV | ISHARES SILVER TRUST | $16.01万 | 0.03% | 2,350 | -4,169 | -64.0% | -$28.41万 | 减仓 |
| BN | BROOKFIELD CORP CL A LTD VT SH | $16.12万 | 0.03% | 3,982 | 3 | 0.1% | $121 | 加仓 |
| MTB | M & T BK CORP COM | $16.27万 | 0.03% | 787 | 0 | 0.0% | — | 不变 |
| VIG | VANGUARD DIVIDEND APPRECIATION ETF | $16.49万 | 0.03% | 767 | 79 | 11.5% | $1.70万 | 加仓 |
| ECL | ECOLAB INC COM | $16.82万 | 0.03% | 632 | -170 | -21.2% | -$4.52万 | 减仓 |
| GE | GE AEROSPACE COM NEW | $17.13万 | 0.03% | 604 | 0 | 0.0% | — | 不变 |
| ADP | AUTOMATIC DATA PROCESSING INC COM | $17.19万 | 0.03% | 846 | -47 | -5.3% | -$9,551 | 减仓 |
| ACIO | APTUS COLLARED INVESTMENT OPPORTUNITY ETF | $17.22万 | 0.03% | 4,103 | -200 | -4.6% | -$8,392 | 减仓 |
| ITW | ILLINOIS TOOL WKS INC COM | $17.43万 | 0.03% | 669 | 0 | 0.0% | — | 不变 |
| SPGP | INVESCO S&P 500 GARP ETF | $17.53万 | 0.03% | 1,629 | 0 | 0.0% | — | 不变 |
| AMGN | AMGEN INC COM | $17.59万 | 0.03% | 500 | 2 | 0.4% | $703 | 加仓 |
| DUK | DUKE ENERGY CORP NEW COM NEW | $17.77万 | 0.03% | 1,357 | 9 | 0.7% | $1,178 | 加仓 |
| VO | VANGUARD MID-CAP ETF | $17.86万 | 0.03% | 622 | -17 | -2.7% | -$4,882 | 减仓 |
| VST | VISTRA CORP COM | $18.10万 | 0.03% | 1,204 | 16 | 1.3% | $2,405 | 加仓 |
| — | ISHARES TOTAL USD FIXED INCOME MARKET ETF | $18.22万 | 0.03% | 3,660 | 3,660 | — | $18.22万 | 新建仓 |
| OC | OWENS CORNING NEW COM | $18.33万 | 0.03% | 1,694 | 1,475 | 673.5% | $15.96万 | 加仓 |
| AEP | AMERICAN ELEC PWR CO INC COM | $18.54万 | 0.03% | 1,414 | -200 | -12.4% | -$2.62万 | 减仓 |
| QEFA | STATE STREET SPDR MSCI EAFE STRATEGICFACTORS ETF | $18.89万 | 0.03% | 2,025 | 0 | 0.0% | — | 不变 |
| SCZ | ISHARES MSCI EAFE SMALL-CAP ETF | $18.92万 | 0.03% | 2,413 | 2,413 | — | $18.92万 | 新建仓 |
| T | AT&T INC COM | $18.94万 | 0.03% | 6,532 | -3,553 | -35.2% | -$10.30万 | 减仓 |
| IYY | ISHARES DOW JONES U.S. ETF | $19.01万 | 0.03% | 1,200 | 0 | 0.0% | — | 不变 |
| — | NORTHFIELD BANCORP INC DEL COM | $19.06万 | 0.03% | 14,076 | 0 | 0.0% | — | 不变 |
| IQLT | ISHARES MSCI INTL QUALITY FACTOR ETF | $19.35万 | 0.03% | 4,185 | 72 | 1.8% | $3,329 | 加仓 |
| QUAL | ISHARES MSCI USA QUALITY FACTOR ETF | $19.43万 | 0.03% | 1,013 | 0 | 0.0% | — | 不变 |
| IWS | ISHARES RUSSELL MID-CAP VALUE ETF | $19.87万 | 0.03% | 1,363 | 0 | 0.0% | — | 不变 |
| BLK | BLACKROCK INC COM | $19.91万 | 0.03% | 207 | 1 | 0.5% | $962 | 加仓 |
| MGC | VANGUARD MEGA CAP ETF | $20.11万 | 0.03% | 851 | 51 | 6.4% | $1.21万 | 加仓 |
| SHYG | ISHARES 0-5 YEAR HIGH YIELD CORPORATE BOND ETF | $20.30万 | 0.03% | 4,797 | -163 | -3.3% | -$6,897 | 减仓 |
| WELL | WELLTOWER INC COM | $20.42万 | 0.03% | 1,033 | -31 | -2.9% | -$6,129 | 减仓 |
| BMY | BRISTOL-MYERS SQUIBB CO COM | $20.43万 | 0.03% | 3,369 | 5 | 0.1% | $303 | 加仓 |
| FIX | COMFORT SYS USA INC COM | $20.70万 | 0.03% | 150 | -150 | -50.0% | -$20.70万 | 减仓 |
| IWD | ISHARES RUSSELL 1000 VALUE ETF | $20.73万 | 0.03% | 970 | 15 | 1.6% | $3,205 | 加仓 |
| XBI | STATE STREET SPDR S&P BIOTECH ETF | $20.83万 | 0.03% | 1,631 | 1,631 | — | $20.83万 | 新建仓 |
| MSIF | MSC INCOME FUND INC COM | $20.85万 | 0.03% | 17,121 | 5,615 | 48.8% | $6.84万 | 加仓 |
| VB | VANGUARD SMALL-CAP ETF | $20.93万 | 0.03% | 799 | 2 | 0.3% | $524 | 加仓 |
| XYL | XYLEM INC COM | $20.97万 | 0.03% | 1,755 | 2 | 0.1% | $239 | 加仓 |
| — | INVESCO GLOBAL CLEAN ENERGY ETF | $21.01万 | 0.03% | 11,718 | 5,013 | 74.8% | $8.99万 | 加仓 |
| AFL | AFLAC INC COM | $21.37万 | 0.03% | 1,948 | 0 | 0.0% | — | 不变 |
| IBMP | ISHARES IBONDS DEC 2027 TERM MUNI BOND ETF | $21.50万 | 0.04% | 8,450 | 0 | 0.0% | — | 不变 |
| ACWI | ISHARES MSCI ACWI ETF | $21.50万 | 0.04% | 1,554 | 4 | 0.3% | $553 | 加仓 |
| CCJ | CAMECO CORP COM | $21.50万 | 0.04% | 1,980 | 0 | 0.0% | — | 不变 |
| GLDM | SPDR GOLD MINISHARES TRUST OF BENEFICIAL INTEREST | $22.43万 | 0.04% | 2,420 | 2,420 | — | $22.43万 | 新建仓 |
| GILD | GILEAD SCIENCES INC COM | $22.48万 | 0.04% | 1,613 | 10 | 0.6% | $1,394 | 加仓 |
| IVW | ISHARES S&P 500 GROWTH ETF | $22.68万 | 0.04% | 2,005 | 0 | 0.0% | — | 不变 |
| IVE | ISHARES S&P 500 VALUE ETF | $23.23万 | 0.04% | 1,100 | 0 | 0.0% | — | 不变 |
| IBIT | ISHARES BITCOIN TRUST ETF | $23.58万 | 0.04% | 6,138 | 805 | 15.1% | $3.09万 | 加仓 |
| — | PRINCETON BANCORP INC COM | $23.62万 | 0.04% | 6,994 | 0 | 0.0% | — | 不变 |
| IBDW | ISHARES IBONDS DEC 2031 TERM CORPORATE ETF | $23.88万 | 0.04% | 11,408 | 3,151 | 38.2% | $6.60万 | 加仓 |
| VONV | VANGUARD RUSSELL 1000 VALUE ETF | $23.91万 | 0.04% | 2,551 | 99 | 4.0% | $9,280 | 加仓 |
| SCHM | SCHWAB U.S. MID-CAP ETF | $24.01万 | 0.04% | 7,756 | -26,580 | -77.4% | -$82.30万 | 减仓 |
| KYN | KAYNE ANDERSON ENERGY INFRSTR COM | $24.09万 | 0.04% | 16,870 | -420 | -2.4% | -$5,998 | 减仓 |
| TXN | TEXAS INSTRS INC COM | $24.66万 | 0.04% | 1,270 | 2 | 0.2% | $388 | 加仓 |
| GRMN | GARMIN LTD SHS | $24.80万 | 0.04% | 1,069 | 1,000 | 1,449.3% | $23.20万 | 加仓 |
| — | HONEYWELL INTL INC COM | $25.69万 | 0.04% | 1,137 | 3 | 0.3% | $678 | 加仓 |
| MCD | MCDONALDS CORP COM | $25.81万 | 0.04% | 830 | 2 | 0.2% | $622 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC COM NEW | $25.82万 | 0.04% | 560 | 492 | 723.5% | $22.68万 | 加仓 |
| TSLA | TESLA INC COM | $26.22万 | 0.04% | 705 | 12 | 1.7% | $4,463 | 加仓 |