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
CIBR FIRST TRUST NASDAQ CYBERSECURITY ETF $26.46万0.04%4,221 00.0% — 不变
BNDX VANGUARD TOTAL INTERNATIONAL BOND ETF $26.99万0.04%5,617 -51-0.9% -$2,451 减仓
XLE STATE STREET ENERGY SELECT SECTOR SPDR ETF $27.57万0.04%4,500 00.0% — 不变
IBTG ISHARES IBONDS DEC 2026 TERM TREASURY ETF $28.02万0.05%12,230 -200-1.6% -$4,583 减仓
VXUS VANGUARD TOTAL INTERNATIONAL STOCK ETF $28.23万0.05%3,661 60.2% $463 加仓
SO SOUTHERN CO COM $28.36万0.05%2,938 -45-1.5% -$4,343 减仓
KBWB INVESCO KBW BANK ETF $28.64万0.05%3,620 3,620— $28.64万 新建仓
BA BOEING CO COM $29.50万0.05%1,482 24119.4% $4.80万 加仓
SUSA ISHARES ESG OPTIMIZED MSCI USA ETF $29.62万0.05%2,242 00.0% — 不变
BND VANGUARD TOTAL BOND MARKET ETF $30.29万0.05%4,113 -139-3.3% -$1.02万 减仓
PM PHILIP MORRIS INTL INC COM $31.36万0.05%1,897 -3,000-61.3% -$49.60万 减仓
MO ALTRIA GROUP INC COM $32.03万0.05%4,853 -3,020-38.4% -$19.93万 减仓
IGRO ISHARES INTERNATIONAL DIVIDEND GROWTH ETF $32.55万0.05%3,886 -400-9.3% -$3.35万 减仓
VYM VANGUARD HIGH DIVIDEND YIELD INDEX ETF $33.13万0.05%2,237 -23-1.0% -$3,407 减仓
EQWL INVESCO S&P 100 EQUAL WEIGHT ETF $33.77万0.06%2,930 2,930— $33.77万 新建仓
DTM DT MIDSTREAM INC COMMON STOCK $34.06万0.06%2,529 40.2% $539 加仓
CVX CHEVRON CORPORATION COM $34.63万0.06%1,674 50.3% $1,034 加仓
IBDV ISHARES IBONDS DEC 2030 TERM CORPORATE ETF $35.82万0.06%16,362 1,76212.1% $3.86万 加仓
GPIX GOLDMAN SACHS S&P 500 PREMIUM INCOME ETF $36.02万0.06%7,199 140.2% $701 加仓
NFLX NETFLIX INC. COM $38.03万0.06%3,955 -336-7.8% -$3.23万 减仓
HMOP HARTFORD MUNICIPAL OPPORTUNITIES ETF $38.77万0.06%10,007 2,73937.7% $10.61万 加仓
GOOD GLADSTONE COMMERCIAL CORP COM $39.00万0.06%34,124 6131.8% $7,007 加仓
EPD ENTERPRISE PRODS PARTNERS L P COM $39.03万0.06%10,314 30.0% $114 加仓
FIW FIRST TRUST WATER ETF $39.71万0.06%3,851 50715.2% $5.23万 加仓
AXP AMERICAN EXPRESS CO COM $39.85万0.07%1,317 1099.0% $3.30万 加仓
ED CONSOLIDATED EDISON INC COM $40.05万0.07%3,539 250.7% $2,829 加仓
IQDG WISDOMTREE INTERNATIONAL QUALITY DIVIDEND GROWTH FUND $40.26万0.07%10,031 -12,748-56.0% -$51.17万 减仓
KRE STATE STREET SPDR S&P REGIONAL BANKING ETF $40.44万0.07%6,207 6,207— $40.44万 新建仓
WSM WILLIAMS SONOMA INC COM $41.94万0.07%2,300 00.0% — 不变
VZ VERIZON COMMUNICATIONS INC COM $42.42万0.07%8,451 -1,067-11.2% -$5.36万 减仓
CW CURTISS WRIGHT CORP COM $42.91万0.07%630 00.0% — 不变
MOAT VANECK MORNINGSTAR WIDE MOAT ETF $44.38万0.07%4,589 -241-5.0% -$2.33万 减仓
CAT CATERPILLAR INC COM $45.28万0.07%639 20.3% $1,417 加仓
NSC NORFOLK SOUTHN CORP COM $45.41万0.07%1,582 -61-3.7% -$1.75万 减仓
PHYS SPROTT ASSET MANAGEMENT LP PHYSICAL GOLD TR $45.72万0.07%12,900 00.0% — 不变
SCHV SCHWAB U.S. LARGE-CAP VALUE ETF $45.87万0.07%15,040 00.0% — 不变
UITB VICTORYSHARES CORE INTERMEDIATE BOND ETF $46.37万0.08%9,863 8098.9% $3.80万 加仓
PNC PNC FINL SVCS GROUP INC COM $47.19万0.08%2,268 2,002752.6% $41.66万 加仓
VGIT VANGUARD INTERMEDIATE-TERM TREASURY ETF $48.47万0.08%8,139 00.0% — 不变
SDY STATE STREET SPDR S&P DIVIDEND ETF $49.46万0.08%3,389 -1,498-30.7% -$21.86万 减仓
DGRS WISDOMTREE US SMALLCAP QUALITY DIVIDEND GROWTH FUND $49.90万0.08%9,422 -8,835-48.4% -$46.79万 减仓
KLAC KLA CORP COM NEW $49.99万0.08%340 20.6% $2,941 加仓
HUBB HUBBELL INC COM $50.79万0.08%1,035 00.0% — 不变
IBMO ISHARES IBONDS DEC 2026 TERM MUNI BOND ETF $50.81万0.08%19,825 -775-3.8% -$1.99万 减仓
GRID FIRST TRUST NASDAQ CLEAN EDGE SMART GRID INFRASTRUCTURE INDEX $51.97万0.08%3,177 10.0% $164 加仓
WM WASTE MGMT INC DEL COM $52.10万0.08%2,267 -613-21.3% -$14.09万 减仓
EWY ISHARES MSCI SOUTH KOREA ETF $52.29万0.09%4,251 4,251— $52.29万 新建仓
SUB ISHARES SHORT-TERM NATIONAL MUNI BOND ETF $53.14万0.09%4,990 00.0% — 不变
MRK MERCK & CO INC COM $53.55万0.09%4,452 60.1% $722 加仓
SCHG SCHWAB U.S. LARGE-CAP GROWTH ETF $54.48万0.09%18,703 80.0% $233 加仓
IBM INTERNATIONAL BUSINESS MACHS COM $57.42万0.09%2,369 1094.8% $2.64万 加仓
MPLX MPLX LP COM UNIT REP LTD $59.79万0.10%10,477 -1,038-9.0% -$5.92万 减仓
DE DEERE & CO COM $61.74万0.10%1,096 00.0% — 不变
IVV ISHARES CORE S&P 500 ETF $62.16万0.10%952 -984-50.8% -$64.25万 减仓
J JACOBS SOLUTIONS INC COM $62.38万0.10%4,901 4,6712,030.9% $59.45万 加仓
LHX L3HARRIS TECHNOLOGIES INC COM $62.47万0.10%1,810 00.0% — 不变
IBDR ISHARES IBONDS DEC 2026 TERM CORPORATE ETF $63.03万0.10%26,004 -1,030-3.8% -$2.50万 减仓
DTE DTE ENERGY CO COM $64.34万0.10%4,400 50.1% $731 加仓
EMXC ISHARES MSCI EMERGING MARKETS EX CHINA ETF $66.04万0.11%8,395 1,35719.3% $10.67万 加仓
LOW LOWES COS INC COM $66.44万0.11%2,812 00.0% — 不变
IWF ISHARES RUSSELL 1000 GROWTH ETF $67.03万0.11%1,572 -84-5.1% -$3.58万 减仓
PSX PHILLIPS 66 COM $67.06万0.11%3,681 30.1% $547 加仓
IBDU ISHARES IBONDS DEC 2029 TERM CORPORATE ETF $68.47万0.11%29,435 2,90110.9% $6.75万 加仓
IWM ISHARES RUSSELL 2000 ETF $71.29万0.12%2,874 89245.0% $22.12万 加仓
STIP ISHARES 0-5 YEAR TIPS BOND ETF $72.22万0.12%6,982 -1,254-15.2% -$12.97万 减仓
ESGV VANGUARD ESG U.S. STOCK ETF $73.53万0.12%6,550 4176.8% $4.68万 加仓
IWR ISHARES RUSSELL MIDCAP ETF $76.93万0.13%7,912 -404-4.9% -$3.93万 减仓
VEA VANGUARD FTSE DEVELOPED MARKETS ETF $77.18万0.13%12,044 2141.8% $1.37万 加仓
JPST JPMORGAN ULTRA-SHORT INCOME ETF $77.30万0.13%15,273 1581.0% $7,996 加仓
SMH VANECK SEMICONDUCTOR ETF $79.82万0.13%2,082 1,474242.4% $56.51万 加仓
PEG PUBLIC SVC ENTERPRISE GROUP COM $79.88万0.13%9,868 -395-3.8% -$3.20万 减仓
AGG ISHARES CORE U.S. AGGREGATE BOND ETF $80.56万0.13%8,115 -3,626-30.9% -$36.00万 减仓
COST COSTCO WHOLESALE CORPORATION COM $81.28万0.13%816 -19-2.3% -$1.89万 减仓
IWP ISHARES RUSSELL MID-CAP GROWTH ETF $82.29万0.13%6,423 -121-1.8% -$1.55万 减仓
AMAT APPLIED MATLS INC COM $83.16万0.14%2,433 00.0% — 不变
GSEW GOLDMAN SACHS EQUAL WEIGHT U.S. LARGE CAP EQUITY ETF $84.31万0.14%9,959 -4,797-32.5% -$40.61万 减仓
QUS STATE STREET SPDR MSCI USA STRATEGICFACTORS ETF $85.21万0.14%4,965 -6,108-55.2% -$104.83万 减仓
FDN FIRST TRUST DOW JONES INTERNET INDEX FUND $89.28万0.15%3,815 00.0% — 不变
CSCO CISCO SYS INC COM $89.74万0.15%11,566 -5,084-30.5% -$39.45万 减仓
IBDX ISHARES IBONDS DEC 2032 TERM CORPORATE ETF $90.74万0.15%35,910 9,56836.3% $24.18万 加仓
XLK STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF $90.78万0.15%6,831 731.1% $9,701 加仓
MUNI PIMCO INTERMEDIATE MUNICIPAL BOND ACTIVE EXCHANGE-TRADED FUND $91.32万0.15%17,498 8044.8% $4.20万 加仓
ABT ABBOTT LABORATORIES COM $95.09万0.16%9,262 -904-8.9% -$9.28万 减仓
SCHF SCHWAB INTERNATIONAL EQUITY ETF $95.90万0.16%38,746 00.0% — 不变
PEP PEPSICO INC COM $100.37万0.16%6,463 -897-12.2% -$13.93万 减仓
GLW CORNING INC COM $100.74万0.16%7,409 -172-2.3% -$2.34万 减仓
DIVB ISHARES CORE DIVIDEND ETF $109.25万0.18%20,250 -612-2.9% -$3.30万 减仓
FPEI FIRST TRUST INSTITUTIONAL PREFERRED SECURITIES & INCOME ETF $112.62万0.18%59,271 -3,723-5.9% -$7.07万 减仓
QQQ INVESCO QQQ TRUST SERIES I $124.71万0.20%2,161 -667-23.6% -$38.49万 减仓
SPY STATE STREET SPDR S&P 500 ETF $136.26万0.22%2,095 180.9% $1.17万 加仓
JMST JPMORGAN ULTRA-SHORT MUNICIPAL INCOME ETF $142.96万0.23%28,043 2,3359.1% $11.90万 加仓
IBDS ISHARES IBONDS DEC 2027 TERM CORPORATE ETF $149.16万0.24%61,533 3,7266.4% $9.03万 加仓
CRDO CREDO TECHNOLOGY GROUP HOLDING ORDINARY SHARES $157.31万0.26%16,758 3,07922.5% $28.90万 加仓
IBDT ISHARES IBONDS DEC 2028 TERM CORPORATE ETF $160.09万0.26%63,200 1,5282.5% $3.87万 加仓
VWO VANGUARD FTSE EMERGING MARKETS ETF $166.10万0.27%30,730 -730-2.3% -$3.95万 减仓
IJH ISHARES CORE S&P MID-CAP ETF $172.75万0.28%25,581 4,73822.7% $32.00万 加仓
GS GOLDMAN SACHS GROUP INC COM $173.80万0.28%2,054 -9-0.4% -$7,615 减仓
PLTR PALANTIR TECHNOLOGIES INC CL A $175.55万0.29%12,001 7506.7% $10.97万 加仓
IJR ISHARES CORE S&P SMALL CAP ETF $176.69万0.29%14,214 1,87815.2% $23.35万 加仓
ORCL ORACLE CORP COM $185.01万0.30%12,577 3,00131.3% $44.15万 加仓