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 |
|---|---|---|---|---|---|---|---|---|
| CINF | CINCINNATI FINL CORP COM | $8.34万 | 0.01% | 530 | 0 | 0.0% | — | 不变 |
| TTWO | TAKE-TWO INTERACTIVE SOFTWARE COM | $8.29万 | 0.01% | 420 | -10 | -2.3% | -$1,975 | 减仓 |
| TRV | TRAVELERS COMPANIES INC COM | $8.11万 | 0.01% | 278 | 0 | 0.0% | — | 不变 |
| VTEB | VANGUARD TAX-EXEMPT BOND ETF | $7.88万 | 0.01% | 1,580 | 0 | 0.0% | — | 不变 |
| EFV | ISHARES MSCI EAFE VALUE ETF | $7.88万 | 0.01% | 1,060 | -29 | -2.7% | -$2,156 | 减仓 |
| XLI | STATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF | $7.73万 | 0.01% | 478 | -20 | -4.0% | -$3,236 | 减仓 |
| TDV | PROSHARES S&P TECHNOLOGY DIVIDEND ARISTOCRATS ETF | $7.65万 | 0.01% | 903 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL U.S. SMALL CAP ETF | $7.61万 | 0.01% | 1,070 | 0 | 0.0% | — | 不变 |
| NTR | NUTRIEN LTD COM | $7.55万 | 0.01% | 1,000 | 0 | 0.0% | — | 不变 |
| ANET | ARISTA NETWORKS INC COM SHS | $7.51万 | 0.01% | 612 | 0 | 0.0% | — | 不变 |
| MS | MORGAN STANLEY COM NEW | $7.47万 | 0.01% | 454 | 7 | 1.6% | $1,152 | 加仓 |
| VUG | VANGUARD GROWTH ETF | $7.43万 | 0.01% | 170 | 0 | 0.0% | — | 不变 |
| ROK | ROCKWELL AUTOMATION INC COM | $7.39万 | 0.01% | 206 | 0 | 0.0% | — | 不变 |
| EME | EMCOR GROUP INC COM | $7.39万 | 0.01% | 100 | 0 | 0.0% | — | 不变 |
| FCNCA | FIRST CTZNS BANCSHARES INC DEL CL A | $7.38万 | 0.01% | 39 | -3 | -7.1% | -$5,680 | 减仓 |
| ARCC | ARES CAPITAL CORP COM | $7.24万 | 0.01% | 4,015 | 1,758 | 77.9% | $3.17万 | 加仓 |
| HSY | HERSHEY CO COM | $7.13万 | 0.01% | 343 | 0 | 0.0% | — | 不变 |
| MTX | MINERALS TECHNOLOGIES INC COM | $7.09万 | 0.01% | 1,000 | 0 | 0.0% | — | 不变 |
| AMD | ADVANCED MICRO DEVICES INC COM | $6.94万 | 0.01% | 341 | 0 | 0.0% | — | 不变 |
| XETYX | EATON VANCE TAX-MANAGED DIVERS COM | $6.87万 | 0.01% | 4,983 | 0 | 0.0% | — | 不变 |
| MAIN | MAIN STR CAP CORP COM | $6.83万 | 0.01% | 1,289 | 0 | 0.0% | — | 不变 |
| VGK | VANGUARD FTSE EUROPE ETF | $6.76万 | 0.01% | 821 | 15 | 1.9% | $1,236 | 加仓 |
| IAU | ISHARES GOLD TRUST | $6.75万 | 0.01% | 766 | 0 | 0.0% | — | 不变 |
| SHE | STATE STREET SPDR MSCI USA GENDER DIVERSITY ETF | $6.75万 | 0.01% | 528 | 1 | 0.2% | $128 | 加仓 |
| CME | CME GROUP INC COM | $6.70万 | 0.01% | 227 | 1 | 0.4% | $295 | 加仓 |
| COF | CAPITAL ONE FINL CORP COM | $6.66万 | 0.01% | 365 | -14 | -3.7% | -$2,554 | 减仓 |
| F | FORD MTR CO COM | $6.61万 | 0.01% | 5,728 | 2 | 0.0% | $23 | 加仓 |
| CSX | CSX CORP COM | $6.57万 | 0.01% | 1,600 | 0 | 0.0% | — | 不变 |
| MAR | MARRIOTT INTL INC NEW CL A | $6.53万 | 0.01% | 200 | 1 | 0.5% | $326 | 加仓 |
| MTZ | MASTEC INC COM | $6.43万 | 0.01% | 200 | 0 | 0.0% | — | 不变 |
| GM | GENERAL MTRS CO COM | $6.43万 | 0.01% | 863 | 1 | 0.1% | $75 | 加仓 |
| VSS | VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP ETF | $6.39万 | 0.01% | 438 | 0 | 0.0% | — | 不变 |
| VCEB | VANGUARD ESG U.S. CORPORATE BOND ETF | $6.33万 | 0.01% | 1,008 | -347 | -25.6% | -$2.18万 | 减仓 |
| PSLV | SPROTT ASSET MANAGEMENT LP PHYSICAL SILVER | $6.10万 | 0.01% | 2,500 | 0 | 0.0% | — | 不变 |
| FAST | FASTENAL CO COM | $6.03万 | 0.01% | 1,300 | 0 | 0.0% | — | 不变 |
| DVY | ISHARES SELECT DIVIDEND ETF | $5.86万 | 0.01% | 387 | 317 | 452.9% | $4.80万 | 加仓 |
| JUCY | APTUS ENHANCED YIELD ETF | $5.83万 | 0.01% | 2,630 | 0 | 0.0% | — | 不变 |
| CALF | PACER US SMALL CAP CASH COWS ETF | $5.75万 | 0.01% | 1,282 | 1,282 | — | $5.75万 | 新建仓 |
| INGR | INGREDION INC COM | $5.63万 | 0.01% | 500 | 0 | 0.0% | — | 不变 |
| STZ | CONSTELLATION BRANDS INC CL A | $5.62万 | 0.01% | 375 | 0 | 0.0% | — | 不变 |
| TFC | TRUIST FINL CORP COM | $5.59万 | 0.01% | 1,217 | -71 | -5.5% | -$3,264 | 减仓 |
| USMV | ISHARES MSCI USA MIN VOL FACTOR ETF | $5.56万 | 0.01% | 600 | -10,800 | -94.7% | -$100.11万 | 减仓 |
| EW | EDWARDS LIFESCIENCES CORP COM | $5.53万 | 0.01% | 690 | 0 | 0.0% | — | 不变 |
| VV | VANGUARD LARGE-CAP ETF | $5.47万 | 0.01% | 183 | 0 | 0.0% | — | 不变 |
| ADME | APTUS DRAWDOWN MANAGED EQUITY ETF | $5.42万 | 0.01% | 1,096 | 0 | 0.0% | — | 不变 |
| ADI | ANALOG DEVICES INC COM | $5.41万 | 0.01% | 170 | 2 | 1.2% | $637 | 加仓 |
| LNG | CHENIERE ENERGY INC COM NEW | $5.39万 | 0.01% | 190 | 0 | 0.0% | — | 不变 |
| FDIS | FIDELITY MSCI CONSUMER DISCRETIONARY INDEX ETF | $5.22万 | 0.01% | 560 | 0 | 0.0% | — | 不变 |
| DLR | DIGITAL RLTY TR INC COM | $5.19万 | 0.01% | 288 | 0 | 0.0% | — | 不变 |
| DLS | WISDOMTREE INTERNATIONAL SMALLCAP DIVIDEND FUND | $5.18万 | 0.01% | 636 | -18 | -2.8% | -$1,467 | 减仓 |
| CI | THE CIGNA GROUP COM | $5.18万 | 0.01% | 194 | 1 | 0.5% | $267 | 加仓 |
| TQQQ | PROSHARES ULTRAPRO QQQ | $4.97万 | 0.01% | 1,192 | 1,192 | — | $4.97万 | 新建仓 |
| EIS | ISHARES MSCI ISRAEL ETF | $4.97万 | 0.01% | 428 | 125 | 41.3% | $1.45万 | 加仓 |
| MDT | MEDTRONIC PLC SHS | $4.94万 | 0.01% | 570 | 0 | 0.0% | — | 不变 |
| SYK | STRYKER CORPORATION COM | $4.93万 | 0.01% | 150 | -30 | -16.7% | -$9,858 | 减仓 |
| UNP | UNION PAC CORP COM | $4.90万 | 0.01% | 202 | -5 | -2.4% | -$1,213 | 减仓 |
| IDXX | IDEXX LABS INC COM | $4.89万 | 0.01% | 87 | -6 | -6.5% | -$3,371 | 减仓 |
| PFF | ISHARES PREFERRED & INCOME SECURITIES ETF | $4.88万 | 0.01% | 1,608 | 431 | 36.6% | $1.31万 | 加仓 |
| DGS | WISDOMTREE EMERGING MARKETS SMALLCAP DIVIDEND FUND | $4.75万 | 0.01% | 790 | 0 | 0.0% | — | 不变 |
| — | EATON VANCE RISK-MANAGED DIVER COM | $4.70万 | 0.01% | 5,752 | 0 | 0.0% | — | 不变 |
| AWK | AMERICAN WTR WKS CO INC NEW COM | $4.69万 | 0.01% | 344 | 0 | 0.0% | — | 不变 |
| UPS | UNITED PARCEL SVCS INC CL B | $4.57万 | 0.01% | 465 | 11 | 2.4% | $1,082 | 加仓 |
| GSK | GSK PLC SPONSORED ADR | $4.54万 | 0.01% | 822 | 0 | 0.0% | — | 不变 |
| RIVN | RIVIAN AUTOMOTIVE INC COM CL A | $4.51万 | 0.01% | 3,000 | 0 | 0.0% | — | 不变 |
| CVS | CVS HEALTH CORP COM | $4.51万 | 0.01% | 627 | -179 | -22.2% | -$1.29万 | 减仓 |
| BNS | BANK NOVA SCOTIA B C COM | $4.51万 | 0.01% | 650 | 0 | 0.0% | — | 不变 |
| GNRC | GENERAC HLDGS INC COM | $4.49万 | 0.01% | 230 | 0 | 0.0% | — | 不变 |
| FIDU | FIDELITY MSCI INDUSTRIAL INDEX ETF | $4.48万 | 0.01% | 518 | 0 | 0.0% | — | 不变 |
| INTC | INTEL CORP COM | $4.45万 | 0.01% | 1,008 | 0 | 0.0% | — | 不变 |
| BAM | BROOKFIELD ASSET MANAGMT LTD CL A LMT VTG SHS | $4.45万 | 0.01% | 1,000 | 0 | 0.0% | — | 不变 |
| ASML | ASML HLDG NV N Y REGISTRY SHS | $4.36万 | 0.01% | 33 | 0 | 0.0% | — | 不变 |
| SCCO | SOUTHERN COPPER CORP COM | $4.34万 | 0.01% | 252 | 252 | — | $4.34万 | 新建仓 |
| CEF | SPROTT ASSET MANAGEMENT LP PHYSICAL GOLD AN | $4.29万 | 0.01% | 900 | 0 | 0.0% | — | 不变 |
| SPIP | STATE STREET SPDR PORTFOLIO TIPS ETF | $4.29万 | 0.01% | 1,649 | 0 | 0.0% | — | 不变 |
| TPYP | TORTOISE NORTH AMERICAN PIPELINE ETF | $4.26万 | 0.01% | 1,005 | 0 | 0.0% | — | 不变 |
| ESGE | ISHARES ESG AWARE MSCI EM ETF | $4.25万 | 0.01% | 934 | 934 | — | $4.25万 | 新建仓 |
| EPAM | EPAM SYS INC COM | $4.22万 | 0.01% | 312 | -324 | -50.9% | -$4.39万 | 减仓 |
| ADBE | ADOBE INC COM | $4.21万 | 0.01% | 173 | -5,104 | -96.7% | -$124.07万 | 减仓 |
| FRBA | FIRST BK WILLIAMSTOWN NEW JERS COM | $4.19万 | 0.01% | 2,618 | 0 | 0.0% | — | 不变 |
| — | WISDOMTREE EMERGING MARKETS QUALITY DIVIDEND GROWTH FUND | $4.17万 | 0.01% | 1,260 | -1,200 | -48.8% | -$3.97万 | 减仓 |
| CARR | CARRIER GLOBAL CORPORATION COM | $4.17万 | 0.01% | 741 | 0 | 0.0% | — | 不变 |
| IEF | ISHARES 7-10 YEAR TREASURY BOND ETF | $4.16万 | 0.01% | 436 | 0 | 0.0% | — | 不变 |
| OXY | OCCIDENTAL PETE CORP COM | $4.06万 | 0.01% | 625 | 0 | 0.0% | — | 不变 |
| — | EATON VANCE TAX MNGED BUY WRIT COM | $4.06万 | 0.01% | 2,813 | 0 | 0.0% | — | 不变 |
| TSCO | TRACTOR SUPPLY CO COM | $4.04万 | 0.01% | 892 | 4 | 0.5% | $181 | 加仓 |
| L | LOEWS CORP COM | $4.02万 | 0.01% | 377 | 0 | 0.0% | — | 不变 |
| IJJ | ISHARES S&P MID-CAP 400 VALUE ETF | $3.98万 | 0.01% | 300 | 0 | 0.0% | — | 不变 |
| DRI | DARDEN RESTAURANTS INC COM | $3.92万 | 0.01% | 200 | 0 | 0.0% | — | 不变 |
| EMR | EMERSON ELEC CO COM | $3.92万 | 0.01% | 299 | 11 | 3.8% | $1,441 | 加仓 |
| MNST | MONSTER BEVERAGE CORP NEW COM | $3.89万 | 0.01% | 537 | -37 | -6.4% | -$2,681 | 减仓 |
| PFG | PRINCIPAL FINANCIAL GROUP INC COM | $3.87万 | 0.01% | 430 | 6 | 1.4% | $541 | 加仓 |
| MSI | MOTOROLA SOLUTIONS INC COM NEW | $3.87万 | 0.01% | 89 | 0 | 0.0% | — | 不变 |
| — | BLACKROCK MUNIHLDGS NJ QLTY FD COM | $3.86万 | 0.01% | 3,337 | 0 | 0.0% | — | 不变 |
| VNQ | VANGUARD REAL ESTATE ETF | $3.81万 | 0.01% | 430 | -57 | -11.7% | -$5,057 | 减仓 |
| BDX | BECTON DICKINSON & CO COM | $3.79万 | 0.01% | 241 | 0 | 0.0% | — | 不变 |
| UGI | UGI CORP NEW COM | $3.64万 | 0.01% | 1,000 | 0 | 0.0% | — | 不变 |
| VGT | VANGUARD INFORMATION TECHNOLOGY ETF | $3.63万 | 0.01% | 52 | 0 | 0.0% | — | 不变 |
| MRSH | MARSH & MCLENNAN COS INC COM | $3.59万 | 0.01% | 207 | -124 | -37.5% | -$2.15万 | 减仓 |
| NJR | NEW JERSEY RES CORP COM | $3.52万 | 0.01% | 641 | 0 | 0.0% | — | 不变 |
| BKAG | BNY MELLON CORE BOND ETF | $3.52万 | 0.01% | 833 | 0 | 0.0% | — | 不变 |