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 |
|---|---|---|---|---|---|---|---|---|
| BMY | BRISTOL-MYERS SQUIBB CO COM | $20.43万 | 0.03% | 3,369 | 5 | 0.1% | $303 | 加仓 |
| WELL | WELLTOWER INC COM | $20.42万 | 0.03% | 1,033 | -31 | -2.9% | -$6,129 | 减仓 |
| SHYG | ISHARES 0-5 YEAR HIGH YIELD CORPORATE BOND ETF | $20.30万 | 0.03% | 4,797 | -163 | -3.3% | -$6,897 | 减仓 |
| MGC | VANGUARD MEGA CAP ETF | $20.11万 | 0.03% | 851 | 51 | 6.4% | $1.21万 | 加仓 |
| BLK | BLACKROCK INC COM | $19.91万 | 0.03% | 207 | 1 | 0.5% | $962 | 加仓 |
| IWS | ISHARES RUSSELL MID-CAP VALUE ETF | $19.87万 | 0.03% | 1,363 | 0 | 0.0% | — | 不变 |
| QUAL | ISHARES MSCI USA QUALITY FACTOR ETF | $19.43万 | 0.03% | 1,013 | 0 | 0.0% | — | 不变 |
| IQLT | ISHARES MSCI INTL QUALITY FACTOR ETF | $19.35万 | 0.03% | 4,185 | 72 | 1.8% | $3,329 | 加仓 |
| — | NORTHFIELD BANCORP INC DEL COM | $19.06万 | 0.03% | 14,076 | 0 | 0.0% | — | 不变 |
| IYY | ISHARES DOW JONES U.S. ETF | $19.01万 | 0.03% | 1,200 | 0 | 0.0% | — | 不变 |
| T | AT&T INC COM | $18.94万 | 0.03% | 6,532 | -3,553 | -35.2% | -$10.30万 | 减仓 |
| SCZ | ISHARES MSCI EAFE SMALL-CAP ETF | $18.92万 | 0.03% | 2,413 | 2,413 | — | $18.92万 | 新建仓 |
| QEFA | STATE STREET SPDR MSCI EAFE STRATEGICFACTORS ETF | $18.89万 | 0.03% | 2,025 | 0 | 0.0% | — | 不变 |
| AEP | AMERICAN ELEC PWR CO INC COM | $18.54万 | 0.03% | 1,414 | -200 | -12.4% | -$2.62万 | 减仓 |
| OC | OWENS CORNING NEW COM | $18.33万 | 0.03% | 1,694 | 1,475 | 673.5% | $15.96万 | 加仓 |
| — | ISHARES TOTAL USD FIXED INCOME MARKET ETF | $18.22万 | 0.03% | 3,660 | 3,660 | — | $18.22万 | 新建仓 |
| VST | VISTRA CORP COM | $18.10万 | 0.03% | 1,204 | 16 | 1.3% | $2,405 | 加仓 |
| VO | VANGUARD MID-CAP ETF | $17.86万 | 0.03% | 622 | -17 | -2.7% | -$4,882 | 减仓 |
| DUK | DUKE ENERGY CORP NEW COM NEW | $17.77万 | 0.03% | 1,357 | 9 | 0.7% | $1,178 | 加仓 |
| AMGN | AMGEN INC COM | $17.59万 | 0.03% | 500 | 2 | 0.4% | $703 | 加仓 |
| SPGP | INVESCO S&P 500 GARP ETF | $17.53万 | 0.03% | 1,629 | 0 | 0.0% | — | 不变 |
| ITW | ILLINOIS TOOL WKS INC COM | $17.43万 | 0.03% | 669 | 0 | 0.0% | — | 不变 |
| ACIO | APTUS COLLARED INVESTMENT OPPORTUNITY ETF | $17.22万 | 0.03% | 4,103 | -200 | -4.6% | -$8,392 | 减仓 |
| ADP | AUTOMATIC DATA PROCESSING INC COM | $17.19万 | 0.03% | 846 | -47 | -5.3% | -$9,551 | 减仓 |
| GE | GE AEROSPACE COM NEW | $17.13万 | 0.03% | 604 | 0 | 0.0% | — | 不变 |
| ECL | ECOLAB INC COM | $16.82万 | 0.03% | 632 | -170 | -21.2% | -$4.52万 | 减仓 |
| VIG | VANGUARD DIVIDEND APPRECIATION ETF | $16.49万 | 0.03% | 767 | 79 | 11.5% | $1.70万 | 加仓 |
| MTB | M & T BK CORP COM | $16.27万 | 0.03% | 787 | 0 | 0.0% | — | 不变 |
| BN | BROOKFIELD CORP CL A LTD VT SH | $16.12万 | 0.03% | 3,982 | 3 | 0.1% | $121 | 加仓 |
| SLV | ISHARES SILVER TRUST | $16.01万 | 0.03% | 2,350 | -4,169 | -64.0% | -$28.41万 | 减仓 |
| SCHB | SCHWAB U.S. BROAD MARKET ETF | $15.72万 | 0.03% | 6,264 | -599 | -8.7% | -$1.50万 | 减仓 |
| — | DIMENSIONAL U.S. TARGETED VALUE ETF | $15.61万 | 0.03% | 2,500 | 0 | 0.0% | — | 不变 |
| Q | QNITY ELECTRONICS INC COMMON STOCK | $15.61万 | 0.03% | 1,353 | 1,353 | — | $15.61万 | 新建仓 |
| WMT | WALMART INC COM | $15.47万 | 0.03% | 1,245 | -59 | -4.5% | -$7,331 | 减仓 |
| NULG | NUVEEN ESG LARGE-CAP GROWTH ETF | $15.22万 | 0.02% | 1,674 | -37 | -2.2% | -$3,365 | 减仓 |
| CHD | CHURCH & DWIGHT CO INC COM | $15.20万 | 0.02% | 1,629 | -81 | -4.7% | -$7,557 | 减仓 |
| IXUS | ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF | $15.02万 | 0.02% | 1,734 | 366 | 26.8% | $3.17万 | 加仓 |
| RSP | INVESCO S&P 500 EQUAL WEIGHT ETF | $14.63万 | 0.02% | 762 | 330 | 76.4% | $6.34万 | 加仓 |
| NRG | NRG ENERGY INC COM NEW | $14.48万 | 0.02% | 991 | 11 | 1.1% | $1,608 | 加仓 |
| QCOM | QUALCOMM INC COM | $14.44万 | 0.02% | 1,121 | -17 | -1.5% | -$2,189 | 减仓 |
| OSCV | OPUS SMALL CAP VALUE ETF | $13.96万 | 0.02% | 3,539 | 1,349 | 61.6% | $5.32万 | 加仓 |
| XLV | STATE STREET HEALTH CARE SELECT SECTOR SPDR ETF | $13.95万 | 0.02% | 952 | 1 | 0.1% | $147 | 加仓 |
| DSI | ISHARES ESG MSCI KLD 400 ETF | $13.74万 | 0.02% | 1,134 | 0 | 0.0% | — | 不变 |
| SPYM | STATE STREET SPDR PORTFOLIO S&P 500 ETF | $13.73万 | 0.02% | 1,794 | 276 | 18.2% | $2.11万 | 加仓 |
| XLF | STATE STREET FINANCIAL SELECT SECTOR SPDR ETF | $13.37万 | 0.02% | 2,707 | 38 | 1.4% | $1,876 | 加仓 |
| MUB | ISHARES NATIONAL MUNI BOND ETF | $13.35万 | 0.02% | 1,257 | 0 | 0.0% | — | 不变 |
| GEV | GE VERNOVA INC COM | $13.34万 | 0.02% | 153 | 0 | 0.0% | — | 不变 |
| MA | MASTERCARD INCORPORATED CL A | $13.13万 | 0.02% | 263 | -27 | -9.3% | -$1.35万 | 减仓 |
| — | XTRACKERS MSCI EAFE SELECTION EQUITY ETF | $13.08万 | 0.02% | 3,724 | 1,500 | 67.4% | $5.27万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC COM | $13.03万 | 0.02% | 482 | -13 | -2.6% | -$3,515 | 减仓 |
| OEF | ISHARES S&P 100 ETF | $12.98万 | 0.02% | 408 | 0 | 0.0% | — | 不变 |
| CEMB | ISHARES J.P. MORGAN EM CORPORATE BOND ETF | $12.76万 | 0.02% | 2,819 | -80 | -2.8% | -$3,622 | 减仓 |
| ACN | ACCENTURE PLC IRELAND SHS CLASS A | $12.71万 | 0.02% | 641 | -12,037 | -94.9% | -$238.68万 | 减仓 |
| VT | VANGUARD TOTAL WORLD STOCK ETF | $12.53万 | 0.02% | 906 | -3,109 | -77.4% | -$43.01万 | 减仓 |
| — | DUPONT DE NEMOURS INC COM | $12.41万 | 0.02% | 2,710 | 1,158 | 74.6% | $5.30万 | 加仓 |
| SPGI | S&P GLOBAL INC COM | $12.08万 | 0.02% | 284 | 0 | 0.0% | — | 不变 |
| ESGD | ISHARES ESG AWARE MSCI EAFE ETF | $12.06万 | 0.02% | 1,261 | 411 | 48.4% | $3.93万 | 加仓 |
| DIS | DISNEY WALT CO COM | $12.05万 | 0.02% | 1,250 | -45 | -3.5% | -$4,337 | 减仓 |
| IBMQ | ISHARES IBONDS DEC 2028 TERM MUNI BOND ETF | $12.02万 | 0.02% | 4,708 | 3 | 0.1% | $77 | 加仓 |
| CMI | CUMMINS INC COM | $12.00万 | 0.02% | 223 | 2 | 0.9% | $1,076 | 加仓 |
| JFLX | JPMORGAN FLEXIBLE DEBT ETF | $11.70万 | 0.02% | 2,356 | 30 | 1.3% | $1,490 | 加仓 |
| SHEL | SHELL PLC SPON ADS | $11.59万 | 0.02% | 1,247 | 0 | 0.0% | — | 不变 |
| TJX | TJX COS INC NEW COM | $11.55万 | 0.02% | 723 | 0 | 0.0% | — | 不变 |
| VXF | VANGUARD EXTENDED MARKET ETF | $11.50万 | 0.02% | 559 | 0 | 0.0% | — | 不变 |
| DGX | QUEST DIAGNOSTICS INC COM | $11.32万 | 0.02% | 578 | 4 | 0.7% | $783 | 加仓 |
| MDLZ | MONDELEZ INTL INC CL A | $11.25万 | 0.02% | 1,952 | -8 | -0.4% | -$461 | 减仓 |
| BNY | BANK NEW YORK MELLON CORP COM | $11.23万 | 0.02% | 947 | 1 | 0.1% | $119 | 加仓 |
| IEV | ISHARES EUROPE ETF | $11.19万 | 0.02% | 1,647 | 0 | 0.0% | — | 不变 |
| AMP | AMERIPRISE FINL INC COM | $11.11万 | 0.02% | 250 | -5 | -2.0% | -$2,222 | 减仓 |
| COP | CONOCOPHILLIPS COM | $11.07万 | 0.02% | 839 | 7 | 0.8% | $924 | 加仓 |
| SLF | SUN LIFE FINANCIAL INC. COM | $10.89万 | 0.02% | 1,741 | 0 | 0.0% | — | 不变 |
| C | CITIGROUP INC COM NEW | $10.81万 | 0.02% | 953 | -75 | -7.3% | -$8,506 | 减仓 |
| SPSB | STATE STREET SPDR PORTFOLIO SHORT TERM CORPORATE BOND ETF | $10.80万 | 0.02% | 3,592 | 25 | 0.7% | $752 | 加仓 |
| VOOG | VANGUARD S&P 500 GROWTH ETF | $10.73万 | 0.02% | 263 | 0 | 0.0% | — | 不变 |
| NEM | NEWMONT CORP COM | $10.70万 | 0.02% | 988 | 0 | 0.0% | — | 不变 |
| PGR | PROGRESSIVE CORP COM | $10.68万 | 0.02% | 539 | -10 | -1.8% | -$1,981 | 减仓 |
| CTVA | CORTEVA INC COM | $10.57万 | 0.02% | 1,263 | 194 | 18.1% | $1.62万 | 加仓 |
| DRSK | APTUS DEFINED RISK ETF | $10.51万 | 0.02% | 3,846 | -291 | -7.0% | -$7,953 | 减仓 |
| SPYX | STATE STREET SPDR S&P 500 FOSSIL FUEL RESERVES FREE ETF | $10.51万 | 0.02% | 1,982 | 805 | 68.4% | $4.27万 | 加仓 |
| MMM | 3M CO COM | $10.15万 | 0.02% | 699 | -70 | -9.1% | -$1.02万 | 减仓 |
| USB | US BANCORP COM NEW | $10.01万 | 0.02% | 1,925 | 2 | 0.1% | $104 | 加仓 |
| NOC | NORTHROP GRUMMAN CORP COM | $9.89万 | 0.02% | 145 | -6 | -4.0% | -$4,093 | 减仓 |
| IJS | ISHARES S&P SMALL-CAP 600 VALUE ETF | $9.83万 | 0.02% | 829 | 0 | 0.0% | — | 不变 |
| URI | UNITED RENTALS INC COM | $9.81万 | 0.02% | 135 | 1 | 0.7% | $726 | 加仓 |
| CRM | SALESFORCE INC COM | $9.68万 | 0.02% | 518 | -26 | -4.8% | -$4,857 | 减仓 |
| SPH | SUBURBAN PROPANE PARTNERS L P UNIT LTD PARTN | $9.33万 | 0.02% | 4,740 | 7 | 0.1% | $138 | 加仓 |
| TAFI | AB TAX-AWARE SHORT DURATION MUNICIPAL ETF | $9.28万 | 0.02% | 3,684 | 3,684 | — | $9.28万 | 新建仓 |
| AMLP | ALERIAN MLP ETF | $9.21万 | 0.02% | 1,750 | 0 | 0.0% | — | 不变 |
| ZTS | ZOETIS INC CL A | $9.16万 | 0.01% | 775 | 0 | 0.0% | — | 不变 |
| XEXGX | EATON VANCE TAX-MANAGED GLOBAL COM | $9.12万 | 0.01% | 10,526 | 0 | 0.0% | — | 不变 |
| GBIL | ACCESS TREASURY 0-1 YEAR ETF | $9.07万 | 0.01% | 905 | 0 | 0.0% | — | 不变 |
| PH | PARKER-HANNIFIN CORP COM | $8.99万 | 0.01% | 100 | 1 | 1.0% | $899 | 加仓 |
| GD | GENERAL DYNAMICS CORP COM | $8.96万 | 0.01% | 261 | 2 | 0.8% | $686 | 加仓 |
| BIV | VANGUARD INTERMEDIATE-TERM BOND ETF | $8.88万 | 0.01% | 1,151 | 0 | 0.0% | — | 不变 |
| WMB | WILLIAMS COS INC COM | $8.88万 | 0.01% | 1,221 | 18 | 1.5% | $1,310 | 加仓 |
| IJT | ISHARES S&P SMALL-CAP 600 GROWTH ETF | $8.83万 | 0.01% | 610 | 0 | 0.0% | — | 不变 |
| ETV | EATON VANCE TAX-MANAGED BUY- COM | $8.78万 | 0.01% | 6,420 | 0 | 0.0% | — | 不变 |
| NVO | NOVO-NORDISK A S ADR | $8.48万 | 0.01% | 2,307 | 0 | 0.0% | — | 不变 |
| SYY | SYSCO CORP COM | $8.45万 | 0.01% | 1,185 | -500 | -29.7% | -$3.57万 | 减仓 |
| IXJ | ISHARES GLOBAL HEALTHCARE ETF | $8.41万 | 0.01% | 899 | 0 | 0.0% | — | 不变 |