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 |
|---|---|---|---|---|---|---|---|---|
| GPIX | GOLDMAN SACHS S&P 500 PREMIUM INCOME ETF | $83.98万 | 0.12% | 15,113 | 7,914 | 109.9% | $43.98万 | 加仓 |
| JAAA | JANUS HENDERSON AAA CLO ETF | $86.66万 | 0.12% | 17,163 | 17,163 | — | $86.66万 | 新建仓 |
| IWM | ISHARES RUSSELL 2000 ETF | $86.77万 | 0.12% | 2,888 | 14 | 0.5% | $4,206 | 加仓 |
| IWR | ISHARES RUSSELL MIDCAP ETF | $87.29万 | 0.13% | 7,912 | 0 | 0.0% | — | 不变 |
| FPEI | FIRST TRUST INSTITUTIONAL PREFERRED SECURITIES & INCOME ETF | $90.10万 | 0.13% | 46,710 | -12,561 | -21.2% | -$24.23万 | 减仓 |
| KLAC | KLA CORP COM NEW | $90.72万 | 0.13% | 3,007 | -393 | -11.6% | -$11.86万 | 减仓 |
| ESGV | VANGUARD ESG U.S. STOCK ETF | $91.63万 | 0.13% | 6,929 | 379 | 5.8% | $5.01万 | 加仓 |
| EWY | ISHARES MSCI SOUTH KOREA ETF | $91.84万 | 0.13% | 4,549 | 298 | 7.0% | $6.02万 | 加仓 |
| AGG | ISHARES CORE U.S. AGGREGATE BOND ETF | $92.77万 | 0.13% | 9,373 | 1,258 | 15.5% | $12.45万 | 加仓 |
| QUS | STATE STREET SPDR MSCI USA STRATEGICFACTORS ETF | $92.87万 | 0.13% | 4,970 | 5 | 0.1% | $934 | 加仓 |
| VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | $92.96万 | 0.13% | 13,047 | 1,003 | 8.3% | $7.15万 | 加仓 |
| FDN | FIRST TRUST DOW JONES INTERNET INDEX FUND | $93.05万 | 0.13% | 3,515 | -300 | -7.9% | -$7.94万 | 减仓 |
| IWP | ISHARES RUSSELL MID-CAP GROWTH ETF | $94.04万 | 0.13% | 6,423 | 0 | 0.0% | — | 不变 |
| GSEW | GOLDMAN SACHS EQUAL WEIGHT U.S. LARGE CAP EQUITY ETF | $99.54万 | 0.14% | 10,542 | 583 | 5.9% | $5.50万 | 加仓 |
| SCHO | SCHWAB SHORT-TERM US TREASURY ETF | $100.54万 | 0.14% | 41,649 | -50,570 | -54.8% | -$122.08万 | 减仓 |
| SCHF | SCHWAB INTERNATIONAL EQUITY ETF | $107.33万 | 0.15% | 38,746 | 0 | 0.0% | — | 不变 |
| IBDX | ISHARES IBONDS DEC 2032 TERM CORPORATE ETF | $113.48万 | 0.16% | 45,050 | 9,140 | 25.5% | $23.02万 | 加仓 |
| QQQ | INVESCO QQQ TRUST SERIES I | $122.14万 | 0.18% | 1,659 | -502 | -23.2% | -$36.96万 | 减仓 |
| SCHD | SCHWAB US DIVIDEND EQUITY ETF | $136.19万 | 0.20% | 42,950 | -23,584 | -35.4% | -$74.78万 | 减仓 |
| CSCO | CISCO SYS INC COM | $136.80万 | 0.20% | 11,647 | 81 | 0.7% | $9,514 | 加仓 |
| DIVB | ISHARES CORE DIVIDEND ETF | $138.87万 | 0.20% | 22,544 | 2,294 | 11.3% | $14.13万 | 加仓 |
| SMH | VANECK SEMICONDUCTOR ETF | $140.05万 | 0.20% | 2,135 | 53 | 2.5% | $3.48万 | 加仓 |
| VST | VISTRA CORP COM | $140.52万 | 0.20% | 8,858 | 7,654 | 635.7% | $121.42万 | 加仓 |
| JMST | JPMORGAN ULTRA-SHORT MUNICIPAL INCOME ETF | $143.02万 | 0.20% | 28,043 | 0 | 0.0% | — | 不变 |
| XOM | EXXONMOBIL HOLDINGS CORP COM SHS | $147.21万 | 0.21% | 10,767 | 10,767 | — | $147.21万 | 新建仓 |
| IBDS | ISHARES IBONDS DEC 2027 TERM CORPORATE ETF | $149.02万 | 0.21% | 61,529 | -4 | -0.0% | -$97 | 减仓 |
| AMAT | APPLIED MATLS INC COM | $149.40万 | 0.21% | 2,066 | -367 | -15.1% | -$26.54万 | 减仓 |
| XLK | STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF | $153.80万 | 0.22% | 8,073 | 1,242 | 18.2% | $23.66万 | 加仓 |
| SPY | STATE STREET SPDR S&P 500 ETF | $154.82万 | 0.22% | 2,073 | -22 | -1.1% | -$1.64万 | 减仓 |
| GLW | CORNING INC COM | $155.08万 | 0.22% | 6,071 | -1,338 | -18.1% | -$34.18万 | 减仓 |
| IBDT | ISHARES IBONDS DEC 2028 TERM CORPORATE ETF | $157.40万 | 0.23% | 62,335 | -865 | -1.4% | -$2.18万 | 减仓 |
| VWO | VANGUARD FTSE EMERGING MARKETS ETF | $185.39万 | 0.27% | 31,059 | 329 | 1.1% | $1.96万 | 加仓 |
| — | ISHARES TOTAL USD FIXED INCOME MARKET ETF | $185.88万 | 0.27% | 37,441 | 33,781 | 923.0% | $167.71万 | 加仓 |
| BINC | ISHARES FLEXIBLE INCOME ACTIVE ETF | $191.56万 | 0.27% | 36,599 | 36,599 | — | $191.56万 | 新建仓 |
| WFC | WELLS FARGO & CO COM | $204.33万 | 0.29% | 24,726 | -768 | -3.0% | -$6.35万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC CL A | $204.60万 | 0.29% | 17,537 | 5,536 | 46.1% | $64.59万 | 加仓 |
| IJH | ISHARES CORE S&P MID-CAP ETF | $204.89万 | 0.29% | 26,571 | 990 | 3.9% | $7.63万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC COM | $207.03万 | 0.30% | 2,047 | -7 | -0.3% | -$7,080 | 减仓 |
| IJR | ISHARES CORE S&P SMALL CAP ETF | $212.86万 | 0.31% | 14,353 | 139 | 1.0% | $2.06万 | 加仓 |
| CEG | CONSTELLATION ENERGY CORP COM | $225.31万 | 0.32% | 9,071 | -288 | -3.1% | -$7.15万 | 减仓 |
| PAVE | GLOBAL X U.S. INFRASTRUCTURE DEVELOPMENT ETF | $227.17万 | 0.33% | 38,556 | 1,415 | 3.8% | $8.34万 | 加仓 |
| JQUA | JPMORGAN U.S. QUALITY FACTOR ETF | $229.74万 | 0.33% | 31,785 | 248 | 0.8% | $1.79万 | 加仓 |
| BR | BROADRIDGE FINL SOLUTIONS INC COM | $236.12万 | 0.34% | 17,241 | 183 | 1.1% | $2.51万 | 加仓 |
| CRDO | CREDO TECHNOLOGY GROUP HOLDING ORDINARY SHARES | $258.40万 | 0.37% | 9,502 | -7,256 | -43.3% | -$197.32万 | 减仓 |
| RSG | REPUBLIC SVCS INC COM | $281.17万 | 0.40% | 13,195 | 138 | 1.1% | $2.94万 | 加仓 |
| PG | PROCTER & GAMBLE CO COM | $294.91万 | 0.42% | 20,111 | -531 | -2.6% | -$7.79万 | 减仓 |
| VOO | VANGUARD S&P 500 ETF | $297.76万 | 0.43% | 4,335 | 516 | 13.5% | $35.44万 | 加仓 |
| TTE | TOTALENERGIES SE ACT | $301.15万 | 0.43% | 38,727 | -479 | -1.2% | -$3.72万 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC COM | $302.88万 | 0.43% | 6,041 | -442 | -6.8% | -$22.16万 | 减仓 |
| VTV | VANGUARD VALUE ETF | $323.14万 | 0.46% | 14,828 | 589 | 4.1% | $12.84万 | 加仓 |
| VONG | VANGUARD RUSSELL 1000 GROWTH ETF | $328.95万 | 0.47% | 25,738 | 1,053 | 4.3% | $13.46万 | 加仓 |
| NDAQ | NASDAQ INC COM | $340.08万 | 0.49% | 43,146 | 1,640 | 4.0% | $12.93万 | 加仓 |
| FLOT | ISHARES FLOATING RATE BOND ETF | $350.49万 | 0.50% | 68,656 | -135 | -0.2% | -$6,892 | 减仓 |
| EOG | EOG RES INC COM | $351.09万 | 0.50% | 27,063 | 396 | 1.5% | $5.14万 | 加仓 |
| BKNG | BOOKING HOLDINGS INC COM | $353.05万 | 0.51% | 19,808 | -42 | -0.2% | -$7,486 | 减仓 |
| QLTY | GMO US QUALITY ETF | $365.47万 | 0.52% | 87,812 | 963 | 1.1% | $4.01万 | 加仓 |
| IGSB | ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF | $365.82万 | 0.52% | 69,799 | 9,457 | 15.7% | $49.56万 | 加仓 |
| TMUS | T-MOBILE US INC COM | $374.95万 | 0.54% | 22,354 | -14 | -0.1% | -$2,348 | 减仓 |
| VTI | VANGUARD TOTAL STOCK MARKET ETF | $379.67万 | 0.54% | 10,260 | 160 | 1.6% | $5.92万 | 加仓 |
| ICSH | ISHARES ULTRA SHORT DURATION BOND ACTIVE ETF | $385.77万 | 0.55% | 76,269 | -2,787 | -3.5% | -$14.10万 | 减仓 |
| HD | HOME DEPOT INC COM | $391.75万 | 0.56% | 11,108 | 4 | 0.0% | $1,411 | 加仓 |
| JEPI | JPMORGAN EQUITY PREMIUM INCOME ETF | $407.10万 | 0.58% | 72,079 | 7,281 | 11.2% | $41.12万 | 加仓 |
| TJX | TJX COS INC NEW COM | $417.12万 | 0.60% | 27,533 | 26,810 | 3,708.2% | $406.17万 | 加仓 |
| FNDF | SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF | $417.14万 | 0.60% | 79,064 | 2,610 | 3.4% | $13.77万 | 加仓 |
| SONY | SONY GROUP CORP SPONSORED ADR | $417.93万 | 0.60% | 208,339 | 996 | 0.5% | $2.00万 | 加仓 |
| JEPQ | JPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF | $430.77万 | 0.62% | 70,090 | 7,905 | 12.7% | $48.58万 | 加仓 |
| VMC | VULCAN MATLS CO COM | $443.24万 | 0.64% | 15,024 | -183 | -1.2% | -$5.40万 | 减仓 |
| XEL | XCEL ENERGY INC COM | $445.47万 | 0.64% | 55,475 | 915 | 1.7% | $7.35万 | 加仓 |
| PKG | PACKAGING CORP AMER COM | $451.03万 | 0.65% | 18,928 | 215 | 1.1% | $5.12万 | 加仓 |
| NEE | NEXTERA ENERGY INC COM | $473.72万 | 0.68% | 53,973 | 4,575 | 9.3% | $40.15万 | 加仓 |
| KO | COCA COLA CO COM | $479.19万 | 0.69% | 58,963 | -129 | -0.2% | -$1.05万 | 减仓 |
| IEFA | ISHARES CORE MSCI EAFE ETF | $483.95万 | 0.69% | 50,108 | 3,033 | 6.4% | $29.29万 | 加仓 |
| VIGI | VANGUARD INTERNATIONAL DIVIDEND APPRECIATION ETF | $505.33万 | 0.72% | 54,115 | 599 | 1.1% | $5.59万 | 加仓 |
| IEMG | ISHARES CORE MSCI EMERGING MARKETS ETF | $510.45万 | 0.73% | 61,619 | 2,260 | 3.8% | $18.72万 | 加仓 |
| META | META PLATFORMS INC CL A | $511.67万 | 0.73% | 9,084 | -653 | -6.7% | -$36.78万 | 减仓 |
| MPC | MARATHON PETE CORP COM | $547.12万 | 0.78% | 21,399 | -114 | -0.5% | -$2.91万 | 减仓 |
| RTX | RTX CORPORATION COM | $597.51万 | 0.86% | 31,492 | 390 | 1.3% | $7.40万 | 加仓 |
| WSO | WATSCO INC COM | $600.90万 | 0.86% | 14,419 | 98 | 0.7% | $4.08万 | 加仓 |
| VRT | VERTIV HOLDINGS CO COM CL A | $605.49万 | 0.87% | 18,084 | -175 | -1.0% | -$5.86万 | 减仓 |
| CSL | CARLISLE COS INC COM | $618.42万 | 0.89% | 17,048 | 296 | 1.8% | $10.74万 | 加仓 |
| VRTX | VERTEX PHARMACEUTICALS INC COM | $657.30万 | 0.94% | 13,233 | -30 | -0.2% | -$1.49万 | 减仓 |
| ABBV | ABBVIE INC COM | $666.68万 | 0.96% | 26,493 | -302 | -1.1% | -$7.60万 | 减仓 |
| CB | CHUBB LIMITED COM | $668.71万 | 0.96% | 19,625 | 93 | 0.5% | $3.17万 | 加仓 |
| LLY | ELI LILLY & CO COM | $697.45万 | 1.00% | 5,815 | -60 | -1.0% | -$7.20万 | 减仓 |
| LIN | LINDE PLC SHS | $749.40万 | 1.07% | 14,441 | 128 | 0.9% | $6.64万 | 加仓 |
| BAC | BANK OF AMER CORP COM | $754.27万 | 1.08% | 132,375 | 1,000 | 0.8% | $5.70万 | 加仓 |
| TPR | TAPESTRY INC COM | $794.84万 | 1.14% | 54,300 | 687 | 1.3% | $10.06万 | 加仓 |
| GLD | SPDR GOLD SHARES | $842.37万 | 1.21% | 22,867 | -463 | -2.0% | -$17.06万 | 减仓 |
| AMZN | AMAZON COM INC COM | $883.78万 | 1.27% | 37,081 | -65 | -0.2% | -$1.55万 | 减仓 |
| ETN | EATON CORP PLC SHS | $886.68万 | 1.27% | 20,808 | -59 | -0.3% | -$2.51万 | 减仓 |
| CCEP | COCA-COLA EUROPACIFIC PARTNERS SHS | $929.30万 | 1.33% | 92,865 | 1,452 | 1.6% | $14.53万 | 加仓 |
| APH | AMPHENOL CORP CL A | $984.91万 | 1.41% | 55,859 | 40,100 | 254.5% | $707.05万 | 加仓 |
| DGRO | ISHARES CORE DIVIDEND GROWTH ETF | $1,058.05万 | 1.52% | 139,603 | -10,539 | -7.0% | -$79.88万 | 减仓 |
| JNJ | JOHNSON & JOHNSON COM | $1,063.67万 | 1.52% | 41,882 | 372 | 0.9% | $9.45万 | 加仓 |
| LRCX | LAM RESEARCH CORP COM NEW | $1,109.40万 | 1.59% | 25,602 | -9,688 | -27.5% | -$419.80万 | 减仓 |
| V | VISA INC COM CL A | $1,160.57万 | 1.66% | 33,827 | -967 | -2.8% | -$33.18万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL CL B NEW | $1,172.49万 | 1.68% | 23,432 | -155 | -0.7% | -$7.76万 | 减仓 |
| GOOG | ALPHABET INC CAP STK CL C | $1,224.02万 | 1.75% | 34,642 | -1,155 | -3.2% | -$40.81万 | 减仓 |
| NVDA | NVIDIA CORPORATION COM | $1,246.86万 | 1.79% | 62,315 | 2,154 | 3.6% | $43.10万 | 加仓 |
| CRH | CRH PLC ORD | $1,258.12万 | 1.80% | 117,582 | 1,020 | 0.9% | $10.91万 | 加仓 |