13F 机构持仓

Prestige Wealth Management Group LLC

FLEMINGTON NJ · SEC CIK 0001772715

2026Q22026Q1 更早 9 个季度 🔒
$5.51亿2026Q2 申报市值
1,102持仓数
49.3%前十大占比 · 第一大 10.5%
26 / 49新建仓 / 清仓
申报市值走势$5.51亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

DGRW 10.5%
MBB 6.2%
AAPL 5.6%
USHY 5.5%
BND 5.5%
AGGY 5.3%
QGRW 4.3%
CL 2.4%
VTV 2.2%
XLV 1.8%

2026Q2 买入最多 按季末市值估算

USHY 加仓+$2,987.83万
XLP 加仓+$736.75万
XLB 加仓+$728.46万
MBB 加仓+$434.21万
LRCX 加仓+$114.25万

2026Q2 卖出最多 按季末市值估算

ICVT 减仓-$3,615.03万
XLY 减仓-$1,338.46万
XLC 减仓-$1,189.52万
WELL 减仓-$86.23万
PLD 减仓-$73.18万

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
DE DEERE & CO $6.04万0.01%95 00.0% — 不变
ALNY ALNYLAM PHARMACEUTICALS INC $6.05万0.01%201 -25-11.1% -$7,526 减仓
EWY ISHARES INC $6.06万0.01%300 10050.0% $2.02万 加仓
MRVL MARVELL TECHNOLOGY INC $6.08万0.01%204 42.0% $1,192 加仓
SCHX SCHWAB STRATEGIC TR $6.18万0.01%2,100 00.0% — 不变
ITT ITT INC $6.18万0.01%312 00.0% — 不变
CVLG COVENANT LOGISTICS GROUP INC $6.19万0.01%1,400 00.0% — 不变
ALL ALLSTATE CORP $6.29万0.01%263 00.0% — 不变
JCI JOHNSON CONTROLS INTERNATION $6.30万0.01%430 102.4% $1,464 加仓
AXON AXON ENTERPRISE INC $6.45万0.01%115 2122.3% $1.18万 加仓
GLW CORNING INC $6.49万0.01%254 135.4% $3,321 加仓
ENVA ENOVA INTL INC $6.55万0.01%272 -2-0.7% -$481 减仓
— WARNER BROS DISCOVERY INC $6.72万0.01%2,521 -51-2.0% -$1,360 减仓
QQQ INVESCO QQQ TR $6.78万0.01%92 -25-21.4% -$1.84万 减仓
XYL XYLEM INC $7.09万0.01%600 00.0% — 不变
EXC EXELON CORP $7.31万0.01%1,568 -34-2.1% -$1,585 减仓
BIIB BIOGEN INC $7.56万0.01%350 41.2% $864 加仓
LITE LUMENTUM HLDGS INC $7.64万0.01%89 67.2% $5,148 加仓
XLY SELECT SECTOR SPDR TR $7.69万0.01%656 -114,125-99.4% -$1,338.46万 减仓
CRWD CROWDSTRIKE HLDGS INC $7.71万0.01%101 3246.4% $2.44万 加仓
WM WASTE MGMT INC DEL $7.80万0.01%350 -1,444-80.5% -$32.19万 减仓
ICVT ISHARES TR $7.84万0.01%644 -296,945-99.8% -$3,615.03万 减仓
XLRE SELECT SECTOR SPDR TR $7.92万0.01%1,799 -2,326-56.4% -$10.24万 减仓
HIG HARTFORD INSURANCE GROUP INC $7.99万0.01%600 00.0% — 不变
RL RALPH LAUREN CORP $8.05万0.01%200 00.0% — 不变
MINT PIMCO ETF TR $8.06万0.01%800 00.0% — 不变
EMR EMERSON ELEC CO $8.07万0.01%564 -10-1.7% -$1,432 减仓
PM PHILIP MORRIS INTL INC $8.10万0.01%444 6918.4% $1.26万 加仓
ATI ATI INC $8.28万0.02%420 00.0% — 不变
PGR PROGRESSIVE CORP $8.34万0.02%382 00.0% — 不变
TXRH TEXAS ROADHOUSE INC $8.64万0.02%447 00.0% — 不变
SRE SEMPRA $8.65万0.02%926 00.0% — 不变
DXJ WISDOMTREE TR $8.68万0.02%500 00.0% — 不变
AIG AMERICAN INTL GROUP INC $8.79万0.02%1,180 -23-1.9% -$1,714 减仓
PNC PNC FINL SVCS GROUP INC $9.36万0.02%380 -2-0.5% -$492 减仓
NSC NORFOLK SOUTHN CORP $9.37万0.02%298 31.0% $944 加仓
MKL MARKEL GROUP INC $9.77万0.02%50 00.0% — 不变
RCL ROYAL CARIBBEAN GROUP $10.05万0.02%315 51.6% $1,595 加仓
IEMG ISHARES INC $10.45万0.02%1,262 968.2% $7,953 加仓
CDW CDW CORP $10.55万0.02%750 00.0% — 不变
SUSA ISHARES TR $10.77万0.02%698 00.0% — 不变
PNW PINNACLE WEST CAP CORP $10.97万0.02%1,025 00.0% — 不变
TXT TEXTRON INC $11.29万0.02%1,231 00.0% — 不变
NXPI NXP SEMICONDUCTORS N V $11.34万0.02%402 -1-0.2% -$282 减仓
WEC WEC ENERGY GROUP INC $11.40万0.02%976 00.0% — 不变
SCHZ SCHWAB STRATEGIC TR $11.69万0.02%5,053 65014.8% $1.50万 加仓
PRU PRUDENTIAL FINL INC $11.71万0.02%1,085 -65-5.7% -$7,016 减仓
SCHD SCHWAB STRATEGIC TR $11.84万0.02%3,732 00.0% — 不变
MAA MID-AMER APT CMNTYS INC $12.09万0.02%870 -760-46.6% -$10.56万 减仓
WY WEYERHAEUSER CO $12.19万0.02%5,091 -2,393-32.0% -$5.73万 减仓
SPBO SPDR SERIES TRUST $12.44万0.02%4,283 00.0% — 不变
GM GENERAL MTRS CO $12.58万0.02%1,632 00.0% — 不变
VLO VALERO ENERGY CORP $12.74万0.02%489 00.0% — 不变
CSGP COSTAR GROUP INC $13.04万0.02%4,603 -1,423-23.6% -$4.03万 减仓
CI THE CIGNA GROUP $13.04万0.02%473 -4-0.8% -$1,103 减仓
NFG NATIONAL FUEL GAS CO $13.22万0.02%1,700 00.0% — 不变
APD AIR PRODUCTS AND CHEMICALS I $13.38万0.02%456 -498-52.2% -$14.61万 减仓
NOC NORTHROP GRUMMAN CORP $13.65万0.02%268 00.0% — 不变
— BLACKROCK MUNIHLDGS NJ QLTY $13.93万0.03%11,267 00.0% — 不变
TJX TJX COS INC NEW $14.09万0.03%930 10512.7% $1.59万 加仓
PPL PPL CORP $14.46万0.03%3,946 00.0% — 不变
SPYG SPDR SERIES TRUST $14.55万0.03%1,223 00.0% — 不变
MAR MARRIOTT INTL INC NEW $14.97万0.03%404 41.0% $1,482 加仓
WFC WELLS FARGO & CO $15.30万0.03%1,852 00.0% — 不变
IEFA ISHARES TR $15.56万0.03%1,611 16811.6% $1.62万 加仓
IJR ISHARES TR $15.63万0.03%1,054 403.9% $5,932 加仓
BSX BOSTON SCIENTIFIC CORP $15.70万0.03%3,679 -892-19.5% -$3.81万 减仓
ACN ACCENTURE PLC IRELAND $16.04万0.03%1,289 -240-15.7% -$2.99万 减仓
TRV TRAVELERS COMPANIES INC $16.14万0.03%489 -8-1.6% -$2,641 减仓
TEM TEMPUS AI INC $16.22万0.03%2,800 00.0% — 不变
INTU INTUIT $16.52万0.03%633 -100-13.6% -$2.61万 减仓
WDC WESTERN DIGITAL CORP $16.61万0.03%260 197.9% $1.21万 加仓
IWV ISHARES TR $17.36万0.03%407 10.2% $427 加仓
CMCSA COMCAST CORP NEW $17.41万0.03%7,091 -113-1.6% -$2,774 减仓
INTC INTEL CORP $17.41万0.03%1,247 00.0% — 不变
SPY STATE STR SPDR S&P 500 ETF T $17.44万0.03%233 209.4% $1.50万 加仓
ETR ENTERGY CORP NEW $17.61万0.03%1,533 -886-36.6% -$10.18万 减仓
VMRK EQUITY RESIDENTIAL $17.65万0.03%2,571 -2,037-44.2% -$13.98万 减仓
IWS ISHARES TR $17.72万0.03%1,076 00.0% — 不变
SBAC SBA COMMUNICATIONS CORP $17.80万0.03%1,009 -664-39.7% -$11.72万 减仓
RGTI RIGETTI COMPUTING INC $17.93万0.03%9,283 9,1919,990.2% $17.76万 加仓
— AVALONBAY CMNTYS INC $18.13万0.03%952 -828-46.5% -$15.77万 减仓
DIS DISNEY WALT CO $18.41万0.03%1,898 00.0% — 不变
SNDK SANDISK CORP $18.64万0.03%82 82— $18.64万 新建仓
XTL SPDR SERIES TRUST $18.70万0.03%822 00.0% — 不变
SPTM SPDR SERIES TRUST $19.01万0.03%2,094 00.0% — 不变
RF REGIONS FINANCIAL CORP NEW $19.20万0.03%6,302 00.0% — 不变
BA BOEING CO $19.94万0.04%921 -78-7.8% -$1.69万 减仓
NVS NOVARTIS AG $20.45万0.04%1,305 00.0% — 不变
QBTS D-WAVE QUANTUM INC $20.74万0.04%8,647 8,5035,904.9% $20.40万 加仓
IRM IRON MTN INC DEL $21.38万0.04%1,693 -1,844-52.1% -$23.29万 减仓
NFLX NETFLIX INC. 看涨期权 $21.42万0.04%3,000 3,000— $21.42万 新建仓
BR BROADRIDGE FINL SOLUTIONS IN $21.43万0.04%1,554 00.0% — 不变
EXR EXTRA SPACE STORAGE INC $22.42万0.04%1,543 -1,074-41.0% -$15.61万 减仓
IJH ISHARES TR $22.55万0.04%2,925 1154.1% $8,868 加仓
DELL DELL TECHNOLOGIES INC $23.00万0.04%533 00.0% — 不变
AXP AMERICAN EXPRESS CO $23.31万0.04%689 -24-3.4% -$8,118 减仓
VICI VICI PPTYS INC $23.87万0.04%8,991 -5,891-39.6% -$15.64万 减仓
MSI MOTOROLA SOLUTIONS INC $24.03万0.04%577 380192.9% $15.83万 加仓
IWB ISHARES TR $24.57万0.04%600 00.0% — 不变