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 |
|---|---|---|---|---|---|---|---|---|
| COST | COSTCO WHOLESALE CORPORATION COM | $81.28万 | 0.13% | 816 | -19 | -2.3% | -$1.89万 | 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 |
| PEG | PUBLIC SVC ENTERPRISE GROUP COM | $79.88万 | 0.13% | 9,868 | -395 | -3.8% | -$3.20万 | 减仓 |
| SMH | VANECK SEMICONDUCTOR ETF | $79.82万 | 0.13% | 2,082 | 1,474 | 242.4% | $56.51万 | 加仓 |
| JPST | JPMORGAN ULTRA-SHORT INCOME ETF | $77.30万 | 0.13% | 15,273 | 158 | 1.0% | $7,996 | 加仓 |
| VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | $77.18万 | 0.13% | 12,044 | 214 | 1.8% | $1.37万 | 加仓 |
| IWR | ISHARES RUSSELL MIDCAP ETF | $76.93万 | 0.13% | 7,912 | -404 | -4.9% | -$3.93万 | 减仓 |
| ESGV | VANGUARD ESG U.S. STOCK ETF | $73.53万 | 0.12% | 6,550 | 417 | 6.8% | $4.68万 | 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 |
| IWM | ISHARES RUSSELL 2000 ETF | $71.29万 | 0.12% | 2,874 | 892 | 45.0% | $22.12万 | 加仓 |
| IBDU | ISHARES IBONDS DEC 2029 TERM CORPORATE ETF | $68.47万 | 0.11% | 29,435 | 2,901 | 10.9% | $6.75万 | 加仓 |
| PSX | PHILLIPS 66 COM | $67.06万 | 0.11% | 3,681 | 3 | 0.1% | $547 | 加仓 |
| IWF | ISHARES RUSSELL 1000 GROWTH ETF | $67.03万 | 0.11% | 1,572 | -84 | -5.1% | -$3.58万 | 减仓 |
| LOW | LOWES COS INC COM | $66.44万 | 0.11% | 2,812 | 0 | 0.0% | — | 不变 |
| EMXC | ISHARES MSCI EMERGING MARKETS EX CHINA ETF | $66.04万 | 0.11% | 8,395 | 1,357 | 19.3% | $10.67万 | 加仓 |
| DTE | DTE ENERGY CO COM | $64.34万 | 0.10% | 4,400 | 5 | 0.1% | $731 | 加仓 |
| IBDR | ISHARES IBONDS DEC 2026 TERM CORPORATE ETF | $63.03万 | 0.10% | 26,004 | -1,030 | -3.8% | -$2.50万 | 减仓 |
| LHX | L3HARRIS TECHNOLOGIES INC COM | $62.47万 | 0.10% | 1,810 | 0 | 0.0% | — | 不变 |
| J | JACOBS SOLUTIONS INC COM | $62.38万 | 0.10% | 4,901 | 4,671 | 2,030.9% | $59.45万 | 加仓 |
| IVV | ISHARES CORE S&P 500 ETF | $62.16万 | 0.10% | 952 | -984 | -50.8% | -$64.25万 | 减仓 |
| DE | DEERE & CO COM | $61.74万 | 0.10% | 1,096 | 0 | 0.0% | — | 不变 |
| MPLX | MPLX LP COM UNIT REP LTD | $59.79万 | 0.10% | 10,477 | -1,038 | -9.0% | -$5.92万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS COM | $57.42万 | 0.09% | 2,369 | 109 | 4.8% | $2.64万 | 加仓 |
| SCHG | SCHWAB U.S. LARGE-CAP GROWTH ETF | $54.48万 | 0.09% | 18,703 | 8 | 0.0% | $233 | 加仓 |
| MRK | MERCK & CO INC COM | $53.55万 | 0.09% | 4,452 | 6 | 0.1% | $722 | 加仓 |
| SUB | ISHARES SHORT-TERM NATIONAL MUNI BOND ETF | $53.14万 | 0.09% | 4,990 | 0 | 0.0% | — | 不变 |
| EWY | ISHARES MSCI SOUTH KOREA ETF | $52.29万 | 0.09% | 4,251 | 4,251 | — | $52.29万 | 新建仓 |
| WM | WASTE MGMT INC DEL COM | $52.10万 | 0.08% | 2,267 | -613 | -21.3% | -$14.09万 | 减仓 |
| GRID | FIRST TRUST NASDAQ CLEAN EDGE SMART GRID INFRASTRUCTURE INDEX | $51.97万 | 0.08% | 3,177 | 1 | 0.0% | $164 | 加仓 |
| IBMO | ISHARES IBONDS DEC 2026 TERM MUNI BOND ETF | $50.81万 | 0.08% | 19,825 | -775 | -3.8% | -$1.99万 | 减仓 |
| HUBB | HUBBELL INC COM | $50.79万 | 0.08% | 1,035 | 0 | 0.0% | — | 不变 |
| KLAC | KLA CORP COM NEW | $49.99万 | 0.08% | 340 | 2 | 0.6% | $2,941 | 加仓 |
| DGRS | WISDOMTREE US SMALLCAP QUALITY DIVIDEND GROWTH FUND | $49.90万 | 0.08% | 9,422 | -8,835 | -48.4% | -$46.79万 | 减仓 |
| SDY | STATE STREET SPDR S&P DIVIDEND ETF | $49.46万 | 0.08% | 3,389 | -1,498 | -30.7% | -$21.86万 | 减仓 |
| VGIT | VANGUARD INTERMEDIATE-TERM TREASURY ETF | $48.47万 | 0.08% | 8,139 | 0 | 0.0% | — | 不变 |
| PNC | PNC FINL SVCS GROUP INC COM | $47.19万 | 0.08% | 2,268 | 2,002 | 752.6% | $41.66万 | 加仓 |
| UITB | VICTORYSHARES CORE INTERMEDIATE BOND ETF | $46.37万 | 0.08% | 9,863 | 809 | 8.9% | $3.80万 | 加仓 |
| SCHV | SCHWAB U.S. LARGE-CAP VALUE ETF | $45.87万 | 0.07% | 15,040 | 0 | 0.0% | — | 不变 |
| PHYS | SPROTT ASSET MANAGEMENT LP PHYSICAL GOLD TR | $45.72万 | 0.07% | 12,900 | 0 | 0.0% | — | 不变 |
| NSC | NORFOLK SOUTHN CORP COM | $45.41万 | 0.07% | 1,582 | -61 | -3.7% | -$1.75万 | 减仓 |
| CAT | CATERPILLAR INC COM | $45.28万 | 0.07% | 639 | 2 | 0.3% | $1,417 | 加仓 |
| MOAT | VANECK MORNINGSTAR WIDE MOAT ETF | $44.38万 | 0.07% | 4,589 | -241 | -5.0% | -$2.33万 | 减仓 |
| CW | CURTISS WRIGHT CORP COM | $42.91万 | 0.07% | 630 | 0 | 0.0% | — | 不变 |
| VZ | VERIZON COMMUNICATIONS INC COM | $42.42万 | 0.07% | 8,451 | -1,067 | -11.2% | -$5.36万 | 减仓 |
| WSM | WILLIAMS SONOMA INC COM | $41.94万 | 0.07% | 2,300 | 0 | 0.0% | — | 不变 |
| KRE | STATE STREET SPDR S&P REGIONAL BANKING ETF | $40.44万 | 0.07% | 6,207 | 6,207 | — | $40.44万 | 新建仓 |
| IQDG | WISDOMTREE INTERNATIONAL QUALITY DIVIDEND GROWTH FUND | $40.26万 | 0.07% | 10,031 | -12,748 | -56.0% | -$51.17万 | 减仓 |
| ED | CONSOLIDATED EDISON INC COM | $40.05万 | 0.07% | 3,539 | 25 | 0.7% | $2,829 | 加仓 |
| AXP | AMERICAN EXPRESS CO COM | $39.85万 | 0.07% | 1,317 | 109 | 9.0% | $3.30万 | 加仓 |
| FIW | FIRST TRUST WATER ETF | $39.71万 | 0.06% | 3,851 | 507 | 15.2% | $5.23万 | 加仓 |
| EPD | ENTERPRISE PRODS PARTNERS L P COM | $39.03万 | 0.06% | 10,314 | 3 | 0.0% | $114 | 加仓 |
| GOOD | GLADSTONE COMMERCIAL CORP COM | $39.00万 | 0.06% | 34,124 | 613 | 1.8% | $7,007 | 加仓 |
| HMOP | HARTFORD MUNICIPAL OPPORTUNITIES ETF | $38.77万 | 0.06% | 10,007 | 2,739 | 37.7% | $10.61万 | 加仓 |
| NFLX | NETFLIX INC. COM | $38.03万 | 0.06% | 3,955 | -336 | -7.8% | -$3.23万 | 减仓 |
| GPIX | GOLDMAN SACHS S&P 500 PREMIUM INCOME ETF | $36.02万 | 0.06% | 7,199 | 14 | 0.2% | $701 | 加仓 |
| IBDV | ISHARES IBONDS DEC 2030 TERM CORPORATE ETF | $35.82万 | 0.06% | 16,362 | 1,762 | 12.1% | $3.86万 | 加仓 |
| CVX | CHEVRON CORPORATION COM | $34.63万 | 0.06% | 1,674 | 5 | 0.3% | $1,034 | 加仓 |
| DTM | DT MIDSTREAM INC COMMON STOCK | $34.06万 | 0.06% | 2,529 | 4 | 0.2% | $539 | 加仓 |
| EQWL | INVESCO S&P 100 EQUAL WEIGHT ETF | $33.77万 | 0.06% | 2,930 | 2,930 | — | $33.77万 | 新建仓 |
| VYM | VANGUARD HIGH DIVIDEND YIELD INDEX ETF | $33.13万 | 0.05% | 2,237 | -23 | -1.0% | -$3,407 | 减仓 |
| IGRO | ISHARES INTERNATIONAL DIVIDEND GROWTH ETF | $32.55万 | 0.05% | 3,886 | -400 | -9.3% | -$3.35万 | 减仓 |
| MO | ALTRIA GROUP INC COM | $32.03万 | 0.05% | 4,853 | -3,020 | -38.4% | -$19.93万 | 减仓 |
| PM | PHILIP MORRIS INTL INC COM | $31.36万 | 0.05% | 1,897 | -3,000 | -61.3% | -$49.60万 | 减仓 |
| BND | VANGUARD TOTAL BOND MARKET ETF | $30.29万 | 0.05% | 4,113 | -139 | -3.3% | -$1.02万 | 减仓 |
| SUSA | ISHARES ESG OPTIMIZED MSCI USA ETF | $29.62万 | 0.05% | 2,242 | 0 | 0.0% | — | 不变 |
| BA | BOEING CO COM | $29.50万 | 0.05% | 1,482 | 241 | 19.4% | $4.80万 | 加仓 |
| KBWB | INVESCO KBW BANK ETF | $28.64万 | 0.05% | 3,620 | 3,620 | — | $28.64万 | 新建仓 |
| SO | SOUTHERN CO COM | $28.36万 | 0.05% | 2,938 | -45 | -1.5% | -$4,343 | 减仓 |
| VXUS | VANGUARD TOTAL INTERNATIONAL STOCK ETF | $28.23万 | 0.05% | 3,661 | 6 | 0.2% | $463 | 加仓 |
| IBTG | ISHARES IBONDS DEC 2026 TERM TREASURY ETF | $28.02万 | 0.05% | 12,230 | -200 | -1.6% | -$4,583 | 减仓 |
| XLE | STATE STREET ENERGY SELECT SECTOR SPDR ETF | $27.57万 | 0.04% | 4,500 | 0 | 0.0% | — | 不变 |
| BNDX | VANGUARD TOTAL INTERNATIONAL BOND ETF | $26.99万 | 0.04% | 5,617 | -51 | -0.9% | -$2,451 | 减仓 |
| CIBR | FIRST TRUST NASDAQ CYBERSECURITY ETF | $26.46万 | 0.04% | 4,221 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA INC COM | $26.22万 | 0.04% | 705 | 12 | 1.7% | $4,463 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC COM NEW | $25.82万 | 0.04% | 560 | 492 | 723.5% | $22.68万 | 加仓 |
| MCD | MCDONALDS CORP COM | $25.81万 | 0.04% | 830 | 2 | 0.2% | $622 | 加仓 |
| — | HONEYWELL INTL INC COM | $25.69万 | 0.04% | 1,137 | 3 | 0.3% | $678 | 加仓 |
| GRMN | GARMIN LTD SHS | $24.80万 | 0.04% | 1,069 | 1,000 | 1,449.3% | $23.20万 | 加仓 |
| TXN | TEXAS INSTRS INC COM | $24.66万 | 0.04% | 1,270 | 2 | 0.2% | $388 | 加仓 |
| KYN | KAYNE ANDERSON ENERGY INFRSTR COM | $24.09万 | 0.04% | 16,870 | -420 | -2.4% | -$5,998 | 减仓 |
| SCHM | SCHWAB U.S. MID-CAP ETF | $24.01万 | 0.04% | 7,756 | -26,580 | -77.4% | -$82.30万 | 减仓 |
| VONV | VANGUARD RUSSELL 1000 VALUE ETF | $23.91万 | 0.04% | 2,551 | 99 | 4.0% | $9,280 | 加仓 |
| IBDW | ISHARES IBONDS DEC 2031 TERM CORPORATE ETF | $23.88万 | 0.04% | 11,408 | 3,151 | 38.2% | $6.60万 | 加仓 |
| — | PRINCETON BANCORP INC COM | $23.62万 | 0.04% | 6,994 | 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 |
| IVE | ISHARES S&P 500 VALUE ETF | $23.23万 | 0.04% | 1,100 | 0 | 0.0% | — | 不变 |
| IVW | ISHARES S&P 500 GROWTH ETF | $22.68万 | 0.04% | 2,005 | 0 | 0.0% | — | 不变 |
| GILD | GILEAD SCIENCES INC COM | $22.48万 | 0.04% | 1,613 | 10 | 0.6% | $1,394 | 加仓 |
| GLDM | SPDR GOLD MINISHARES TRUST OF BENEFICIAL INTEREST | $22.43万 | 0.04% | 2,420 | 2,420 | — | $22.43万 | 新建仓 |
| CCJ | CAMECO CORP COM | $21.50万 | 0.04% | 1,980 | 0 | 0.0% | — | 不变 |
| ACWI | ISHARES MSCI ACWI ETF | $21.50万 | 0.04% | 1,554 | 4 | 0.3% | $553 | 加仓 |
| IBMP | ISHARES IBONDS DEC 2027 TERM MUNI BOND ETF | $21.50万 | 0.04% | 8,450 | 0 | 0.0% | — | 不变 |
| AFL | AFLAC INC COM | $21.37万 | 0.03% | 1,948 | 0 | 0.0% | — | 不变 |
| — | INVESCO GLOBAL CLEAN ENERGY ETF | $21.01万 | 0.03% | 11,718 | 5,013 | 74.8% | $8.99万 | 加仓 |
| XYL | XYLEM INC COM | $20.97万 | 0.03% | 1,755 | 2 | 0.1% | $239 | 加仓 |
| VB | VANGUARD SMALL-CAP ETF | $20.93万 | 0.03% | 799 | 2 | 0.3% | $524 | 加仓 |
| MSIF | MSC INCOME FUND INC COM | $20.85万 | 0.03% | 17,121 | 5,615 | 48.8% | $6.84万 | 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 |
| IWD | ISHARES RUSSELL 1000 VALUE ETF | $20.73万 | 0.03% | 970 | 15 | 1.6% | $3,205 | 加仓 |
| FIX | COMFORT SYS USA INC COM | $20.70万 | 0.03% | 150 | -150 | -50.0% | -$20.70万 | 减仓 |