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 |
|---|---|---|---|---|---|---|---|---|
| XLI | STATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF | $8.87万 | 0.01% | 479 | 1 | 0.2% | $185 | 加仓 |
| WMB | WILLIAMS COS INC COM | $8.90万 | 0.01% | 1,198 | -23 | -1.9% | -$1,710 | 减仓 |
| GBIL | ACCESS TREASURY 0-1 YEAR ETF | $9.07万 | 0.01% | 905 | 0 | 0.0% | — | 不变 |
| GD | GENERAL DYNAMICS CORP COM | $9.07万 | 0.01% | 256 | -5 | -1.9% | -$1,771 | 减仓 |
| NEM | NEWMONT CORP COM | $9.23万 | 0.01% | 988 | 0 | 0.0% | — | 不变 |
| TDV | PROSHARES S&P TECHNOLOGY DIVIDEND ARISTOCRATS ETF | $9.38万 | 0.01% | 903 | 0 | 0.0% | — | 不变 |
| MS | MORGAN STANLEY COM NEW | $9.45万 | 0.01% | 452 | -2 | -0.4% | -$418 | 减仓 |
| ETV | EATON VANCE TAX-MANAGED BUY- COM | $9.55万 | 0.01% | 6,420 | 0 | 0.0% | — | 不变 |
| IAU | ISHARES GOLD TRUST | $9.60万 | 0.01% | 1,271 | 505 | 65.9% | $3.81万 | 加仓 |
| PH | PARKER-HANNIFIN CORP COM | $9.63万 | 0.01% | 98 | -2 | -2.0% | -$1,966 | 减仓 |
| TQQQ | PROSHARES ULTRAPRO QQQ | $9.66万 | 0.01% | 1,192 | 0 | 0.0% | — | 不变 |
| CINF | CINCINNATI FINL CORP COM | $9.81万 | 0.01% | 530 | 0 | 0.0% | — | 不变 |
| MDLZ | MONDELEZ INTL INC CL A | $9.84万 | 0.01% | 1,702 | -250 | -12.8% | -$1.45万 | 减仓 |
| SYY | SYSCO CORP COM | $9.90万 | 0.01% | 1,185 | 0 | 0.0% | — | 不变 |
| IBMS | ISHARES IBONDS DEC 2030 TERM MUNI BOND ETF | $9.99万 | 0.01% | 3,860 | 3,860 | — | $9.99万 | 新建仓 |
| — | ISHARES IBONDS DEC 2031 TERM MUNI BOND ETF | $10.01万 | 0.01% | 3,880 | 3,880 | — | $10.01万 | 新建仓 |
| ROK | ROCKWELL AUTOMATION INC COM | $10.20万 | 0.01% | 206 | 0 | 0.0% | — | 不变 |
| SHEL | SHELL PLC SPON ADS | $10.26万 | 0.01% | 1,324 | 77 | 6.2% | $5,969 | 加仓 |
| AVUV | AVANTIS U.S. SMALL CAP VALUE ETF | $10.28万 | 0.01% | 824 | 824 | — | $10.28万 | 新建仓 |
| XEXGX | EATON VANCE TAX-MANAGED GLOBAL COM | $10.33万 | 0.01% | 10,526 | 0 | 0.0% | — | 不变 |
| PGR | PROGRESSIVE CORP COM | $10.41万 | 0.01% | 477 | -62 | -11.5% | -$1.35万 | 减仓 |
| TTWO | TAKE-TWO INTERACTIVE SOFTWARE COM | $10.50万 | 0.02% | 420 | 0 | 0.0% | — | 不变 |
| ANET | ARISTA NETWORKS INC COM SHS | $10.63万 | 0.02% | 626 | 14 | 2.3% | $2,378 | 加仓 |
| MMM | 3M CO COM | $10.80万 | 0.02% | 667 | -32 | -4.6% | -$5,181 | 减仓 |
| IJT | ISHARES S&P SMALL-CAP 600 GROWTH ETF | $10.89万 | 0.02% | 610 | 0 | 0.0% | — | 不变 |
| SPSB | STATE STREET SPDR PORTFOLIO SHORT TERM CORPORATE BOND ETF | $10.90万 | 0.02% | 3,631 | 39 | 1.1% | $1,170 | 加仓 |
| DRSK | APTUS DEFINED RISK ETF | $11.06万 | 0.02% | 3,846 | 0 | 0.0% | — | 不变 |
| CTVA | CORTEVA INC COM | $11.13万 | 0.02% | 1,314 | 51 | 4.0% | $4,318 | 加仓 |
| IJS | ISHARES S&P SMALL-CAP 600 VALUE ETF | $11.26万 | 0.02% | 824 | -5 | -0.6% | -$683 | 减仓 |
| SPGI | S&P GLOBAL INC COM | $11.36万 | 0.02% | 279 | -5 | -1.8% | -$2,036 | 减仓 |
| TAFI | AB TAX-AWARE SHORT DURATION MUNICIPAL ETF | $11.39万 | 0.02% | 4,518 | 834 | 22.6% | $2.10万 | 加仓 |
| AMP | AMERIPRISE FINL INC COM | $11.47万 | 0.02% | 250 | 0 | 0.0% | — | 不变 |
| XYL | XYLEM INC COM | $11.57万 | 0.02% | 979 | -776 | -44.2% | -$9.17万 | 减仓 |
| USB | US BANCORP COM NEW | $11.64万 | 0.02% | 1,927 | 2 | 0.1% | $121 | 加仓 |
| JFLX | JPMORGAN FLEXIBLE DEBT ETF | $12.02万 | 0.02% | 2,385 | 29 | 1.2% | $1,461 | 加仓 |
| DIS | DISNEY WALT CO COM | $12.03万 | 0.02% | 1,250 | 0 | 0.0% | — | 不变 |
| DGX | QUEST DIAGNOSTICS INC COM | $12.09万 | 0.02% | 570 | -8 | -1.4% | -$1,696 | 减仓 |
| IEV | ISHARES EUROPE ETF | $12.21万 | 0.02% | 1,676 | 29 | 1.8% | $2,113 | 加仓 |
| DD | DUPONT DE NEMOURS INC COMMON STOCK | $12.37万 | 0.02% | 912 | -1,798 | -66.3% | -$24.39万 | 减仓 |
| HONA | HONEYWELL AEROSPACE INC COM | $12.45万 | 0.02% | 563 | 563 | — | $12.45万 | 新建仓 |
| SLV | ISHARES SILVER TRUST | $12.57万 | 0.02% | 2,350 | 0 | 0.0% | — | 不变 |
| HON | HONEYWELL INTL INC COM | $12.61万 | 0.02% | 563 | -574 | -50.5% | -$12.85万 | 减仓 |
| TT | TRANE TECHNOLOGIES PLC SHS | $12.72万 | 0.02% | 259 | 216 | 502.3% | $10.61万 | 加仓 |
| VOOG | VANGUARD S&P 500 GROWTH ETF | $13.04万 | 0.02% | 1,578 | 0 | 0.0% | — | 不变 |
| IBMR | ISHARES IBONDS DEC 2029 TERM MUNI BOND ETF | $13.06万 | 0.02% | 5,145 | 3,945 | 328.8% | $10.02万 | 加仓 |
| ESGD | ISHARES ESG AWARE MSCI EAFE ETF | $13.33万 | 0.02% | 1,297 | 36 | 2.9% | $3,701 | 加仓 |
| MA | MASTERCARD INCORPORATED CL A | $13.45万 | 0.02% | 262 | -1 | -0.4% | -$513 | 减仓 |
| AMLP | ALERIAN MLP ETF | $13.48万 | 0.02% | 2,600 | 850 | 48.6% | $4.41万 | 加仓 |
| C | CITIGROUP INC COM NEW | $13.63万 | 0.02% | 974 | 21 | 2.2% | $2,939 | 加仓 |
| SLF | SUN LIFE FINANCIAL INC. COM | $13.65万 | 0.02% | 1,741 | 0 | 0.0% | — | 不变 |
| SCHB | SCHWAB U.S. BROAD MARKET ETF | $13.67万 | 0.02% | 4,719 | -1,545 | -24.7% | -$4.47万 | 减仓 |
| VXF | VANGUARD EXTENDED MARKET ETF | $13.76万 | 0.02% | 559 | 0 | 0.0% | — | 不变 |
| BLK | BLACKROCK INC COM | $13.86万 | 0.02% | 144 | -63 | -30.4% | -$6.06万 | 减仓 |
| CEMB | ISHARES J.P. MORGAN EM CORPORATE BOND ETF | $13.95万 | 0.02% | 3,056 | 237 | 8.4% | $1.08万 | 加仓 |
| BNY | BANK OF NY MELLON CORP COM | $14.08万 | 0.02% | 974 | 27 | 2.9% | $3,903 | 加仓 |
| VT | VANGUARD TOTAL WORLD STOCK ETF | $14.09万 | 0.02% | 897 | -9 | -1.0% | -$1,413 | 减仓 |
| NRG | NRG ENERGY INC COM NEW | $14.31万 | 0.02% | 980 | -11 | -1.1% | -$1,607 | 减仓 |
| OSCV | OPUS SMALL CAP VALUE ETF | $14.40万 | 0.02% | 3,414 | -125 | -3.5% | -$5,274 | 减仓 |
| XLF | STATE STREET FINANCIAL SELECT SECTOR SPDR ETF | $14.53万 | 0.02% | 2,709 | 2 | 0.1% | $107 | 加仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $14.61万 | 0.02% | 4,388 | -1,750 | -28.5% | -$5.83万 | 减仓 |
| ECL | ECOLAB INC COM | $14.83万 | 0.02% | 532 | -100 | -15.8% | -$2.79万 | 减仓 |
| XLV | STATE STREET HEALTH CARE SELECT SECTOR SPDR ETF | $15.12万 | 0.02% | 953 | 1 | 0.1% | $159 | 加仓 |
| WMT | WALMART INC COM | $15.16万 | 0.02% | 1,338 | 93 | 7.5% | $1.05万 | 加仓 |
| URI | UNITED RENTALS INC COM | $15.39万 | 0.02% | 136 | 1 | 0.7% | $1,132 | 加仓 |
| AZN | ASTRAZENECA PLC ORD | $15.49万 | 0.02% | 828 | 828 | — | $15.49万 | 新建仓 |
| OEF | ISHARES S&P 100 ETF | $15.51万 | 0.02% | 424 | 16 | 3.9% | $5,854 | 加仓 |
| CHD | CHURCH & DWIGHT CO INC COM | $15.81万 | 0.02% | 1,632 | 3 | 0.2% | $291 | 加仓 |
| CMI | CUMMINS INC COM | $15.90万 | 0.02% | 223 | 0 | 0.0% | — | 不变 |
| ADP | AUTOMATIC DATA PROCESSING INC COM | $16.15万 | 0.02% | 721 | -125 | -14.8% | -$2.80万 | 减仓 |
| T | AT&T INC COM | $16.20万 | 0.02% | 7,827 | 1,295 | 19.8% | $2.68万 | 加仓 |
| DSI | ISHARES ESG MSCI KLD 400 ETF | $16.35万 | 0.02% | 1,148 | 14 | 1.2% | $1,993 | 加仓 |
| INTC | INTEL CORP COM | $16.52万 | 0.02% | 1,183 | 175 | 17.4% | $2.44万 | 加仓 |
| BN | BROOKFIELD CORP CL A LTD VT SH | $16.95万 | 0.02% | 3,979 | -3 | -0.1% | -$128 | 减仓 |
| DUK | DUKE ENERGY CORP NEW COM NEW | $17.32万 | 0.02% | 1,368 | 11 | 0.8% | $1,392 | 加仓 |
| SPYX | STATE STREET SPDR S&P 500 FOSSIL FUEL RESERVES FREE ETF | $17.40万 | 0.02% | 2,848 | 866 | 43.7% | $5.29万 | 加仓 |
| — | DIMENSIONAL U.S. TARGETED VALUE ETF | $17.48万 | 0.03% | 2,500 | 0 | 0.0% | — | 不变 |
| MUB | ISHARES NATIONAL MUNI BOND ETF | $17.88万 | 0.03% | 1,661 | 404 | 32.1% | $4.35万 | 加仓 |
| ACIO | APTUS COLLARED INVESTMENT OPPORTUNITY ETF | $17.89万 | 0.03% | 3,878 | -225 | -5.5% | -$1.04万 | 减仓 |
| QUAL | ISHARES MSCI USA QUALITY FACTOR ETF | $18.06万 | 0.03% | 823 | -190 | -18.8% | -$4.17万 | 减仓 |
| AMGN | AMGEN INC COM | $18.06万 | 0.03% | 499 | -1 | -0.2% | -$362 | 减仓 |
| ITW | ILLINOIS TOOL WKS INC COM | $18.16万 | 0.03% | 671 | 2 | 0.3% | $541 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC COM | $18.41万 | 0.03% | 317 | -24 | -7.0% | -$1.39万 | 减仓 |
| IQLT | ISHARES MSCI INTL QUALITY FACTOR ETF | $18.54万 | 0.03% | 3,742 | -443 | -10.6% | -$2.20万 | 减仓 |
| MTB | M & T BK CORP COM | $18.73万 | 0.03% | 787 | 0 | 0.0% | — | 不变 |
| UNH | UNITEDHEALTH GROUP INC COM | $18.81万 | 0.03% | 453 | -29 | -6.0% | -$1.20万 | 减仓 |
| QEFA | STATE STREET SPDR MSCI EAFE STRATEGICFACTORS ETF | $19.44万 | 0.03% | 2,025 | 0 | 0.0% | — | 不变 |
| AEP | AMERICAN ELEC PWR CO INC COM | $19.47万 | 0.03% | 1,423 | 9 | 0.6% | $1,231 | 加仓 |
| NULG | NUVEEN ESG LARGE-CAP GROWTH ETF | $19.60万 | 0.03% | 1,674 | 0 | 0.0% | — | 不变 |
| SCZ | ISHARES MSCI EAFE SMALL-CAP ETF | $19.74万 | 0.03% | 2,399 | -14 | -0.6% | -$1,152 | 减仓 |
| MSIF | MSC INCOME FUND INC COM | $19.81万 | 0.03% | 17,121 | 0 | 0.0% | — | 不变 |
| BMY | BRISTOL-MYERS SQUIBB CO COM | $19.88万 | 0.03% | 3,450 | 81 | 2.4% | $4,668 | 加仓 |
| SPGP | INVESCO S&P 500 GARP ETF | $19.92万 | 0.03% | 1,629 | 0 | 0.0% | — | 不变 |
| VO | VANGUARD MID-CAP ETF | $20.05万 | 0.03% | 2,488 | 0 | 0.0% | — | 不变 |
| GILD | GILEAD SCIENCES INC COM | $20.14万 | 0.03% | 1,594 | -19 | -1.2% | -$2,400 | 减仓 |
| CCJ | CAMECO CORP COM | $20.17万 | 0.03% | 1,980 | 0 | 0.0% | — | 不变 |
| — | XTRACKERS MSCI EAFE SELECTION EQUITY ETF | $20.31万 | 0.03% | 5,296 | 1,572 | 42.2% | $6.03万 | 加仓 |
| GEV | GE VERNOVA INC COM | $20.49万 | 0.03% | 174 | 21 | 13.7% | $2.47万 | 加仓 |
| QCOM | QUALCOMM INC COM | $20.52万 | 0.03% | 1,110 | -11 | -1.0% | -$2,033 | 减仓 |
| — | NORTHFIELD BANCORP INC DEL COM | $20.73万 | 0.03% | 14,076 | 0 | 0.0% | — | 不变 |
| WELL | WELLTOWER INC COM | $20.88万 | 0.03% | 920 | -113 | -10.9% | -$2.56万 | 减仓 |