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 |
|---|---|---|---|---|---|---|---|---|
| CIBR | FIRST TRUST NASDAQ CYBERSECURITY ETF | $21.75万 | 0.03% | 2,421 | -1,800 | -42.6% | -$16.17万 | 减仓 |
| IYY | ISHARES DOW JONES U.S. ETF | $21.87万 | 0.03% | 1,200 | 0 | 0.0% | — | 不变 |
| IBMQ | ISHARES IBONDS DEC 2028 TERM MUNI BOND ETF | $22.08万 | 0.03% | 8,633 | 3,925 | 83.4% | $10.04万 | 加仓 |
| MCD | MCDONALDS CORP COM | $22.32万 | 0.03% | 826 | -4 | -0.5% | -$1,081 | 减仓 |
| Q | QNITY ELECTRONICS INC COMMON STOCK | $22.42万 | 0.03% | 1,373 | 20 | 1.5% | $3,266 | 加仓 |
| IWS | ISHARES RUSSELL MID-CAP VALUE ETF | $22.44万 | 0.03% | 1,363 | 0 | 0.0% | — | 不变 |
| PM | PHILIP MORRIS INTL INC COM | $22.47万 | 0.03% | 1,242 | -655 | -34.5% | -$11.85万 | 减仓 |
| AFL | AFLAC INC COM | $22.84万 | 0.03% | 1,948 | 0 | 0.0% | — | 不变 |
| SHYG | ISHARES 0-5 YEAR HIGH YIELD CORPORATE BOND ETF | $23.06万 | 0.03% | 5,438 | 641 | 13.4% | $2.72万 | 加仓 |
| IWD | ISHARES RUSSELL 1000 VALUE ETF | $23.15万 | 0.03% | 955 | -15 | -1.5% | -$3,636 | 减仓 |
| KYN | KAYNE ANDERSON ENERGY INFRSTR COM | $23.33万 | 0.03% | 16,870 | 0 | 0.0% | — | 不变 |
| GLDM | SPDR GOLD MINISHARES TRUST OF BENEFICIAL INTEREST | $23.55万 | 0.03% | 2,965 | 545 | 22.5% | $4.33万 | 加仓 |
| IVE | ISHARES S&P 500 VALUE ETF | $23.84万 | 0.03% | 1,050 | -50 | -4.5% | -$1.14万 | 减仓 |
| XLE | STATE STREET ENERGY SELECT SECTOR SPDR ETF | $23.90万 | 0.03% | 4,500 | 0 | 0.0% | — | 不变 |
| CRM | SALESFORCE INC COM | $24.41万 | 0.03% | 1,558 | 1,040 | 200.8% | $16.29万 | 加仓 |
| ACWI | ISHARES MSCI ACWI ETF | $24.42万 | 0.04% | 1,556 | 2 | 0.1% | $314 | 加仓 |
| XBI | STATE STREET SPDR S&P BIOTECH ETF | $25.57万 | 0.04% | 1,616 | -15 | -0.9% | -$2,374 | 减仓 |
| IVW | ISHARES S&P 500 GROWTH ETF | $25.65万 | 0.04% | 1,865 | -140 | -7.0% | -$1.93万 | 减仓 |
| — | INVESCO GLOBAL CLEAN ENERGY ETF | $25.94万 | 0.04% | 13,237 | 1,519 | 13.0% | $2.98万 | 加仓 |
| SPYM | STATE STREET SPDR PORTFOLIO S&P 500 ETF | $26.34万 | 0.04% | 2,997 | 1,203 | 67.1% | $10.57万 | 加仓 |
| — | PRINCETON BANCORP INC COM | $26.54万 | 0.04% | 6,994 | 0 | 0.0% | — | 不变 |
| GE | GE AEROSPACE COM NEW | $27.11万 | 0.04% | 725 | 121 | 20.0% | $4.52万 | 加仓 |
| BNDX | VANGUARD TOTAL INTERNATIONAL BOND ETF | $27.20万 | 0.04% | 5,617 | 0 | 0.0% | — | 不变 |
| VONV | VANGUARD RUSSELL 1000 VALUE ETF | $27.43万 | 0.04% | 2,580 | 29 | 1.1% | $3,083 | 加仓 |
| SO | SOUTHERN CO COM | $27.49万 | 0.04% | 2,872 | -66 | -2.2% | -$6,317 | 减仓 |
| RSP | INVESCO S&P 500 EQUAL WEIGHT ETF | $27.50万 | 0.04% | 1,293 | 531 | 69.7% | $11.29万 | 加仓 |
| VIG | VANGUARD DIVIDEND APPRECIATION ETF | $27.89万 | 0.04% | 1,178 | 411 | 53.6% | $9.73万 | 加仓 |
| CVX | CHEVRON CORPORATION COM | $27.96万 | 0.04% | 1,687 | 13 | 0.8% | $2,155 | 加仓 |
| IBTG | ISHARES IBONDS DEC 2026 TERM TREASURY ETF | $27.99万 | 0.04% | 12,230 | 0 | 0.0% | — | 不变 |
| BND | VANGUARD TOTAL BOND MARKET ETF | $28.03万 | 0.04% | 3,818 | -295 | -7.2% | -$2.17万 | 减仓 |
| NFLX | NETFLIX INC. COM | $28.17万 | 0.04% | 3,945 | -10 | -0.3% | -$714 | 减仓 |
| MO | ALTRIA GROUP INC COM | $29.60万 | 0.04% | 4,114 | -739 | -15.2% | -$5.32万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC COM | $29.91万 | 0.04% | 7,065 | -1,386 | -16.4% | -$5.87万 | 减仓 |
| TSLA | TESLA INC COM | $30.68万 | 0.04% | 729 | 24 | 3.4% | $1.01万 | 加仓 |
| VXUS | VANGUARD TOTAL INTERNATIONAL STOCK ETF | $31.25万 | 0.04% | 3,655 | -6 | -0.2% | -$513 | 减仓 |
| COP | CONOCOPHILLIPS COM | $31.25万 | 0.04% | 3,006 | 2,167 | 258.3% | $22.53万 | 加仓 |
| IXUS | ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF | $31.84万 | 0.05% | 3,336 | 1,602 | 92.4% | $15.29万 | 加仓 |
| PHYS | SPROTT ASSET MANAGEMENT LP PHYSICAL GOLD TR | $32.58万 | 0.05% | 10,800 | -2,100 | -16.3% | -$6.34万 | 减仓 |
| SCHM | SCHWAB U.S. MID-CAP ETF | $32.85万 | 0.05% | 8,910 | 1,154 | 14.9% | $4.25万 | 加仓 |
| IGRO | ISHARES INTERNATIONAL DIVIDEND GROWTH ETF | $33.55万 | 0.05% | 3,816 | -70 | -1.8% | -$6,155 | 减仓 |
| IQDG | WISDOMTREE INTERNATIONAL QUALITY DIVIDEND GROWTH FUND | $33.76万 | 0.05% | 7,836 | -2,195 | -21.9% | -$9.46万 | 减仓 |
| SUSA | ISHARES ESG OPTIMIZED MSCI USA ETF | $34.59万 | 0.05% | 2,242 | 0 | 0.0% | — | 不变 |
| VYM | VANGUARD HIGH DIVIDEND YIELD INDEX ETF | $34.98万 | 0.05% | 2,213 | -24 | -1.1% | -$3,793 | 减仓 |
| FIX | COMFORT SYS USA INC COM | $35.31万 | 0.05% | 178 | 28 | 18.7% | $5.55万 | 加仓 |
| BA | BOEING CO COM | $35.48万 | 0.05% | 1,639 | 157 | 10.6% | $3.40万 | 加仓 |
| DTM | DT MIDSTREAM INC COMMON STOCK | $36.58万 | 0.05% | 2,493 | -36 | -1.4% | -$5,283 | 减仓 |
| IBMP | ISHARES IBONDS DEC 2027 TERM MUNI BOND ETF | $36.59万 | 0.05% | 14,394 | 5,944 | 70.3% | $15.11万 | 加仓 |
| EPD | ENTERPRISE PRODS PARTNERS L P COM | $37.13万 | 0.05% | 10,100 | -214 | -2.1% | -$7,867 | 减仓 |
| LOW | LOWES COS INC COM | $37.17万 | 0.05% | 1,686 | -1,126 | -40.0% | -$24.83万 | 减仓 |
| TXN | TEXAS INSTRS INC COM | $37.99万 | 0.05% | 1,275 | 5 | 0.4% | $1,490 | 加仓 |
| HMOP | HARTFORD MUNICIPAL OPPORTUNITIES ETF | $39.17万 | 0.06% | 10,007 | 0 | 0.0% | — | 不变 |
| ED | CONSOLIDATED EDISON INC COM | $39.45万 | 0.06% | 3,566 | 27 | 0.8% | $2,987 | 加仓 |
| KBWB | INVESCO KBW BANK ETF | $40.48万 | 0.06% | 4,354 | 734 | 20.3% | $6.82万 | 加仓 |
| SDY | STATE STREET SPDR S&P DIVIDEND ETF | $41.14万 | 0.06% | 2,703 | -686 | -20.2% | -$10.44万 | 减仓 |
| EQWL | INVESCO S&P 100 EQUAL WEIGHT ETF | $41.34万 | 0.06% | 3,204 | 274 | 9.4% | $3.54万 | 加仓 |
| IBDW | ISHARES IBONDS DEC 2031 TERM CORPORATE ETF | $42.54万 | 0.06% | 20,412 | 9,004 | 78.9% | $18.76万 | 加仓 |
| GOOD | GLADSTONE COMMERCIAL CORP COM | $42.70万 | 0.06% | 34,715 | 591 | 1.7% | $7,269 | 加仓 |
| GRMN | GARMIN LTD SHS | $44.42万 | 0.06% | 1,870 | 801 | 74.9% | $19.03万 | 加仓 |
| KRE | STATE STREET SPDR S&P REGIONAL BANKING ETF | $46.62万 | 0.07% | 6,229 | 22 | 0.4% | $1,647 | 加仓 |
| MOAT | VANECK MORNINGSTAR WIDE MOAT ETF | $47.71万 | 0.07% | 4,589 | 0 | 0.0% | — | 不变 |
| CW | CURTISS WRIGHT CORP COM | $47.74万 | 0.07% | 630 | 0 | 0.0% | — | 不变 |
| VGIT | VANGUARD INTERMEDIATE-TERM TREASURY ETF | $48.00万 | 0.07% | 8,139 | 0 | 0.0% | — | 不变 |
| FIW | FIRST TRUST WATER ETF | $48.23万 | 0.07% | 4,403 | 552 | 14.3% | $6.05万 | 加仓 |
| MRK | MERCK & CO INC COM | $49.16万 | 0.07% | 3,825 | -627 | -14.1% | -$8.06万 | 减仓 |
| NSC | NORFOLK SOUTHN CORP COM | $49.68万 | 0.07% | 1,579 | -3 | -0.2% | -$944 | 减仓 |
| WM | WASTE MGMT INC DEL COM | $50.53万 | 0.07% | 2,267 | 0 | 0.0% | — | 不变 |
| LHX | L3HARRIS TECHNOLOGIES INC COM | $50.59万 | 0.07% | 1,741 | -69 | -3.8% | -$2.01万 | 减仓 |
| STIP | ISHARES 0-5 YEAR TIPS BOND ETF | $50.80万 | 0.07% | 4,973 | -2,009 | -28.8% | -$20.52万 | 减仓 |
| IBMO | ISHARES IBONDS DEC 2026 TERM MUNI BOND ETF | $50.83万 | 0.07% | 19,825 | 0 | 0.0% | — | 不变 |
| TRV | TRAVELERS COMPANIES INC COM | $52.25万 | 0.07% | 1,583 | 1,305 | 469.4% | $43.08万 | 加仓 |
| SCHV | SCHWAB U.S. LARGE-CAP VALUE ETF | $52.35万 | 0.08% | 15,040 | 0 | 0.0% | — | 不变 |
| HUBB | HUBBELL INC COM | $52.84万 | 0.08% | 1,010 | -25 | -2.4% | -$1.31万 | 减仓 |
| WSM | WILLIAMS SONOMA INC COM | $53.61万 | 0.08% | 2,300 | 0 | 0.0% | — | 不变 |
| SUB | ISHARES SHORT-TERM NATIONAL MUNI BOND ETF | $54.27万 | 0.08% | 5,097 | 107 | 2.1% | $1.14万 | 加仓 |
| DGRS | WISDOMTREE US SMALLCAP QUALITY DIVIDEND GROWTH FUND | $54.48万 | 0.08% | 9,179 | -243 | -2.6% | -$1.44万 | 减仓 |
| MPLX | MPLX LP COM UNIT REP LTD | $54.87万 | 0.08% | 9,740 | -737 | -7.0% | -$4.15万 | 减仓 |
| GRID | FIRST TRUST NASDAQ CLEAN EDGE SMART GRID INFRASTRUCTURE INDEX | $54.96万 | 0.08% | 2,866 | -311 | -9.8% | -$5.96万 | 减仓 |
| UITB | VICTORYSHARES CORE INTERMEDIATE BOND ETF | $55.91万 | 0.08% | 11,936 | 2,073 | 21.0% | $9.71万 | 加仓 |
| PNC | PNC FINL SVCS GROUP INC COM | $56.02万 | 0.08% | 2,275 | 7 | 0.3% | $1,724 | 加仓 |
| IBDV | ISHARES IBONDS DEC 2030 TERM CORPORATE ETF | $57.20万 | 0.08% | 26,240 | 9,878 | 60.4% | $21.53万 | 加仓 |
| CAT | CATERPILLAR INC COM | $57.64万 | 0.08% | 541 | -98 | -15.3% | -$10.44万 | 减仓 |
| IBDR | ISHARES IBONDS DEC 2026 TERM CORPORATE ETF | $61.46万 | 0.09% | 25,367 | -637 | -2.4% | -$1.54万 | 减仓 |
| J | JACOBS SOLUTIONS INC COM | $65.09万 | 0.09% | 5,166 | 265 | 5.4% | $3.34万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS COM | $65.39万 | 0.09% | 2,325 | -44 | -1.9% | -$1.24万 | 减仓 |
| DE | DEERE & CO COM | $65.54万 | 0.09% | 1,033 | -63 | -5.7% | -$4.00万 | 减仓 |
| DTE | DTE ENERGY CO COM | $66.74万 | 0.10% | 4,380 | -20 | -0.5% | -$3,047 | 减仓 |
| JPST | JPMORGAN ULTRA-SHORT INCOME ETF | $67.30万 | 0.10% | 13,308 | -1,965 | -12.9% | -$9.94万 | 减仓 |
| SCHG | SCHWAB U.S. LARGE-CAP GROWTH ETF | $69.65万 | 0.10% | 20,581 | 1,878 | 10.0% | $6.36万 | 加仓 |
| IVV | ISHARES CORE S&P 500 ETF | $70.46万 | 0.10% | 941 | -11 | -1.2% | -$8,236 | 减仓 |
| AXP | AMERICAN EXPRESS CO COM | $71.25万 | 0.10% | 2,107 | 790 | 60.0% | $26.72万 | 加仓 |
| PSX | PHILLIPS 66 COM | $73.14万 | 0.10% | 4,326 | 645 | 17.5% | $10.90万 | 加仓 |
| ABT | ABBOTT LABORATORIES COM | $75.50万 | 0.11% | 8,320 | -942 | -10.2% | -$8.55万 | 减仓 |
| IBDU | ISHARES IBONDS DEC 2029 TERM CORPORATE ETF | $76.36万 | 0.11% | 32,972 | 3,537 | 12.0% | $8.19万 | 加仓 |
| PFFV | GLOBAL X VARIABLE RATE PREFERRED ETF | $76.85万 | 0.11% | 34,884 | -67,296 | -65.9% | -$148.25万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION COM | $77.18万 | 0.11% | 825 | 9 | 1.1% | $8,420 | 加仓 |
| IWF | ISHARES RUSSELL 1000 GROWTH ETF | $77.78万 | 0.11% | 6,264 | -24 | -0.4% | -$2,980 | 减仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP COM | $80.13万 | 0.11% | 9,873 | 5 | 0.1% | $406 | 加仓 |
| PEP | PEPSICO INC COM | $80.91万 | 0.12% | 5,976 | -487 | -7.5% | -$6.59万 | 减仓 |
| MUNI | PIMCO INTERMEDIATE MUNICIPAL BOND ACTIVE EXCHANGE-TRADED FUND | $82.70万 | 0.12% | 15,723 | -1,775 | -10.1% | -$9.34万 | 减仓 |
| EMXC | ISHARES MSCI EMERGING MARKETS EX CHINA ETF | $83.41万 | 0.12% | 8,153 | -242 | -2.9% | -$2.48万 | 减仓 |