Prestige Wealth Management Group LLC
FLEMINGTON NJ · SEC CIK 0001772715
$5.09亿2026Q1 申报市值
1,123持仓数
51.6%前十大占比 · 第一大 10.4%
166 / 59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
MBB 加仓+$2,984.19万
XLY 加仓+$1,243.73万
XLC 加仓+$1,186.62万
AGGY 加仓+$223.48万
IEF 加仓+$179.83万
2026Q1 卖出最多 按季末市值估算
USHY 减仓-$2,769.24万
XLP 减仓-$1,353.31万
XLF 减仓-$688.62万
LIN 减仓-$330.47万
IHI 减仓-$315.69万
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 |
|---|---|---|---|---|---|---|---|---|
| — | SPDR SERIES TRUST | $3.59万 | 0.01% | 420 | 0 | 0.0% | — | 不变 |
| CARR | CARRIER GLOBAL CORPORATION | $3.64万 | 0.01% | 647 | -40 | -5.8% | -$2,252 | 减仓 |
| CCJ | CAMECO CORP | $3.69万 | 0.01% | 340 | -160 | -32.0% | -$1.74万 | 减仓 |
| ENVA | ENOVA INTL INC | $3.72万 | 0.01% | 274 | -15 | -5.2% | -$2,037 | 减仓 |
| CTVA | CORTEVA INC | $3.73万 | 0.01% | 445 | -10,091 | -95.8% | -$84.47万 | 减仓 |
| CHCO | CITY HLDG CO | $3.75万 | 0.01% | 314 | 0 | 0.0% | — | 不变 |
| SOLS | SOLSTICE ADVANCED MATLS INC | $3.77万 | 0.01% | 495 | -256 | -34.1% | -$1.95万 | 减仓 |
| BKNG | BOOKING HOLDINGS INC | $3.79万 | 0.01% | 9 | 0 | 0.0% | — | 不变 |
| CVLG | COVENANT LOGISTICS GROUP INC | $3.80万 | 0.01% | 1,400 | 0 | 0.0% | — | 不变 |
| DUK | DUKE ENERGY CORP NEW | $3.98万 | 0.01% | 304 | 17 | 5.9% | $2,226 | 加仓 |
| RSG | REPUBLIC SVCS INC | $3.99万 | 0.01% | 182 | -81 | -30.8% | -$1.77万 | 减仓 |
| AXON | AXON ENTERPRISE INC | $3.99万 | 0.01% | 94 | 0 | 0.0% | — | 不变 |
| SNY | SANOFI SA | $4.10万 | 0.01% | 850 | 0 | 0.0% | — | 不变 |
| PCAR | PACCAR INC | $4.22万 | 0.01% | 365 | 0 | 0.0% | — | 不变 |
| ARKK | ARK ETF TR | $4.22万 | 0.01% | 625 | 0 | 0.0% | — | 不变 |
| COHR | COHERENT CORP | $4.29万 | 0.01% | 180 | 0 | 0.0% | — | 不变 |
| IWD | ISHARES TR | $4.29万 | 0.01% | 201 | 0 | 0.0% | — | 不变 |
| KHC | KRAFT HEINZ CO | $4.33万 | 0.01% | 1,925 | 0 | 0.0% | — | 不变 |
| JCPB | J P MORGAN EXCHANGE TRADED F | $4.33万 | 0.01% | 920 | 0 | 0.0% | — | 不变 |
| FIS | FIDELITY NATL INFORMATION SV | $4.37万 | 0.01% | 931 | -10 | -1.1% | -$469 | 减仓 |
| IP | INTERNATIONAL PAPER CO | $4.41万 | 0.01% | 1,235 | -8,511 | -87.3% | -$30.38万 | 减仓 |
| PHG | KONINKLIJKE PHILIPS N V | $4.62万 | 0.01% | 1,685 | 0 | 0.0% | — | 不变 |
| KMB | KIMBERLY-CLARK CORP | $4.83万 | 0.01% | 494 | -4 | -0.8% | -$391 | 减仓 |
| DG | DOLLAR GEN CORP | $4.84万 | 0.01% | 408 | -10 | -2.4% | -$1,187 | 减仓 |
| REGN | REGENERON PHARMACEUTICALS | $4.87万 | 0.01% | 63 | 2 | 3.3% | $1,545 | 加仓 |
| GD | GENERAL DYNAMICS CORP | $4.87万 | 0.01% | 142 | 0 | 0.0% | — | 不变 |
| MMM | 3M CO | $4.95万 | 0.01% | 341 | 0 | 0.0% | — | 不变 |
| PECO | PHILLIPS EDISON & CO INC | $5.00万 | 0.01% | 1,333 | 0 | 0.0% | — | 不变 |
| XEL | XCEL ENERGY INC | $5.03万 | 0.01% | 631 | 0 | 0.0% | — | 不变 |
| APRW | AIM ETF PRODUCTS TRUST | $5.13万 | 0.01% | 1,450 | 0 | 0.0% | — | 不变 |
| ITA | ISHARES TR | $5.14万 | 0.01% | 235 | 15 | 6.8% | $3,281 | 加仓 |
| — | GLOBAL X FDS | $5.16万 | 0.01% | 2,648 | -16 | -0.6% | -$312 | 减仓 |
| BN | BROOKFIELD CORP | $5.25万 | 0.01% | 1,297 | 0 | 0.0% | — | 不变 |
| UL | UNILEVER PLC | $5.28万 | 0.01% | 918 | 0 | 0.0% | — | 不变 |
| DE | DEERE & CO | $5.37万 | 0.01% | 95 | 22 | 30.1% | $1.24万 | 加仓 |
| CCL | CARNIVAL CORP | $5.37万 | 0.01% | 2,075 | 0 | 0.0% | — | 不变 |
| SCHX | SCHWAB STRATEGIC TR | $5.38万 | 0.01% | 2,100 | 0 | 0.0% | — | 不变 |
| ALL | ALLSTATE CORP | $5.48万 | 0.01% | 263 | -1,173 | -81.7% | -$24.45万 | 减仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $5.49万 | 0.01% | 159 | 0 | 0.0% | — | 不变 |
| INTC | INTEL CORP | $5.50万 | 0.01% | 1,247 | 77 | 6.6% | $3,398 | 加仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $5.51万 | 0.01% | 420 | -58 | -12.1% | -$7,613 | 减仓 |
| MPC | MARATHON PETE CORP | $5.52万 | 0.01% | 226 | 0 | 0.0% | — | 不变 |
| LRCX | LAM RESEARCH CORP | $5.56万 | 0.01% | 260 | -61 | -19.0% | -$1.30万 | 减仓 |
| NOW | SERVICENOW INC | $5.62万 | 0.01% | 538 | -72 | -11.8% | -$7,528 | 减仓 |
| UBER | UBER TECHNOLOGIES INC | $5.75万 | 0.01% | 799 | -4,276 | -84.3% | -$30.76万 | 减仓 |
| LITE | LUMENTUM HLDGS INC | $5.83万 | 0.01% | 83 | -2 | -2.4% | -$1,406 | 减仓 |
| ED | CONSOLIDATED EDISON INC | $5.90万 | 0.01% | 521 | 0 | 0.0% | — | 不变 |
| ITT | ITT INC | $5.96万 | 0.01% | 312 | 0 | 0.0% | — | 不变 |
| ATI | ATI INC | $6.11万 | 0.01% | 420 | 0 | 0.0% | — | 不变 |
| PM | PHILIP MORRIS INTL INC | $6.26万 | 0.01% | 375 | 42 | 12.6% | $7,006 | 加仓 |
| BIIB | BIOGEN INC | $6.34万 | 0.01% | 346 | 0 | 0.0% | — | 不变 |
| WDC | WESTERN DIGITAL CORP | $6.52万 | 0.01% | 241 | 0 | 0.0% | — | 不变 |
| PLTR | PALANTIR TECHNOLOGIES INC | $6.61万 | 0.01% | 452 | 21 | 4.9% | $3,072 | 加仓 |
| QQQ | INVESCO QQQ TR | $6.75万 | 0.01% | 117 | -108 | -48.0% | -$6.23万 | 减仓 |
| RL | RALPH LAUREN CORP | $6.90万 | 0.01% | 200 | 0 | 0.0% | — | 不变 |
| — | WARNER BROS DISCOVERY INC | $7.06万 | 0.01% | 2,572 | -114 | -4.2% | -$3,130 | 减仓 |
| XYL | XYLEM INC | $7.17万 | 0.01% | 600 | 0 | 0.0% | — | 不变 |
| TMUS | T-MOBILE US INC | $7.27万 | 0.01% | 346 | -6 | -1.7% | -$1,260 | 减仓 |
| TXRH | TEXAS ROADHOUSE INC | $7.38万 | 0.01% | 447 | 0 | 0.0% | — | 不变 |
| IEI | ISHARES TR | $7.41万 | 0.01% | 625 | -375 | -37.5% | -$4.45万 | 减仓 |
| ALNY | ALNYLAM PHARMACEUTICALS INC | $7.48万 | 0.01% | 226 | 53 | 30.6% | $1.75万 | 加仓 |
| EMR | EMERSON ELEC CO | $7.52万 | 0.01% | 574 | -24 | -4.0% | -$3,145 | 减仓 |
| PGR | PROGRESSIVE CORP | $7.57万 | 0.01% | 382 | 0 | 0.0% | — | 不变 |
| EXC | EXELON CORP | $7.85万 | 0.02% | 1,602 | 0 | 0.0% | — | 不变 |
| DXJ | WISDOMTREE TR | $7.93万 | 0.02% | 500 | 0 | 0.0% | — | 不变 |
| PNC | PNC FINL SVCS GROUP INC | $7.95万 | 0.02% | 382 | -68 | -15.1% | -$1.42万 | 减仓 |
| NXPI | NXP SEMICONDUCTORS N V | $7.97万 | 0.02% | 403 | -4 | -1.0% | -$792 | 减仓 |
| MINT | PIMCO ETF TR | $8.05万 | 0.02% | 800 | 0 | 0.0% | — | 不变 |
| IEMG | ISHARES INC | $8.13万 | 0.02% | 1,166 | 0 | 0.0% | — | 不变 |
| HIG | HARTFORD INSURANCE GROUP INC | $8.15万 | 0.02% | 600 | 0 | 0.0% | — | 不变 |
| TOTL | SSGA ACTIVE ETF TR | $8.26万 | 0.02% | 2,080 | -460 | -18.1% | -$1.83万 | 减仓 |
| NSC | NORFOLK SOUTHN CORP | $8.47万 | 0.02% | 295 | -22 | -6.9% | -$6,314 | 减仓 |
| MSI | MOTOROLA SOLUTIONS INC | $8.57万 | 0.02% | 197 | -13 | -6.2% | -$5,657 | 减仓 |
| RCL | ROYAL CARIBBEAN GROUP | $8.58万 | 0.02% | 310 | 0 | 0.0% | — | 不变 |
| DELL | DELL TECHNOLOGIES INC | $8.75万 | 0.02% | 533 | 0 | 0.0% | — | 不变 |
| AIG | AMERICAN INTL GROUP INC | $9.05万 | 0.02% | 1,203 | 0 | 0.0% | — | 不变 |
| SRE | SEMPRA | $9.06万 | 0.02% | 926 | -106 | -10.3% | -$1.04万 | 减仓 |
| CDW | CDW CORP | $9.08万 | 0.02% | 750 | -3 | -0.4% | -$363 | 减仓 |
| SUSA | ISHARES TR | $9.22万 | 0.02% | 698 | -10 | -1.4% | -$1,321 | 减仓 |
| — | WISDOMTREE TR | $9.39万 | 0.02% | 1,875 | -1,125 | -37.5% | -$5.64万 | 减仓 |
| MKL | MARKEL GROUP INC | $9.57万 | 0.02% | 50 | 0 | 0.0% | — | 不变 |
| SCHZ | SCHWAB STRATEGIC TR | $10.22万 | 0.02% | 4,403 | -5,874 | -57.2% | -$13.64万 | 减仓 |
| PNW | PINNACLE WEST CAP CORP | $10.33万 | 0.02% | 1,025 | 0 | 0.0% | — | 不变 |
| MU | MICRON TECHNOLOGY INC | $10.58万 | 0.02% | 313 | -20 | -6.0% | -$6,760 | 减仓 |
| TXT | TEXTRON INC | $10.78万 | 0.02% | 1,231 | 0 | 0.0% | — | 不变 |
| PRU | PRUDENTIAL FINL INC | $11.23万 | 0.02% | 1,150 | -126 | -9.9% | -$1.23万 | 减仓 |
| WEC | WEC ENERGY GROUP INC | $11.30万 | 0.02% | 976 | 0 | 0.0% | — | 不变 |
| SCHD | SCHWAB STRATEGIC TR | $11.45万 | 0.02% | 3,732 | 0 | 0.0% | — | 不变 |
| PSX | PHILLIPS 66 | $11.53万 | 0.02% | 633 | 275 | 76.8% | $5.01万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $11.80万 | 0.02% | 487 | 0 | 0.0% | — | 不变 |
| XLP | SELECT SECTOR SPDR TR | $11.81万 | 0.02% | 1,440 | -165,077 | -99.1% | -$1,353.31万 | 减仓 |
| AHR | AMERICAN HEALTHCARE REIT INC | $11.85万 | 0.02% | 2,508 | 0 | 0.0% | — | 不变 |
| SPYG | SPDR SERIES TRUST | $11.97万 | 0.02% | 1,223 | -50 | -3.9% | -$4,896 | 减仓 |
| VLO | VALERO ENERGY CORP | $12.08万 | 0.02% | 489 | 0 | 0.0% | — | 不变 |
| GM | GENERAL MTRS CO | $12.16万 | 0.02% | 1,632 | 36 | 2.3% | $2,682 | 加仓 |
| SPBO | SPDR SERIES TRUST | $12.43万 | 0.02% | 4,283 | -3,025 | -41.4% | -$8.78万 | 减仓 |
| IJR | ISHARES TR | $12.61万 | 0.02% | 1,014 | 0 | 0.0% | — | 不变 |
| TEM | TEMPUS AI INC | $12.66万 | 0.02% | 2,800 | 200 | 7.7% | $9,044 | 加仓 |
| CI | THE CIGNA GROUP | $12.72万 | 0.02% | 477 | -12 | -2.5% | -$3,201 | 减仓 |
| IEFA | ISHARES TR | $13.06万 | 0.03% | 1,443 | 0 | 0.0% | — | 不变 |