Prestige Wealth Management Group LLC
FLEMINGTON NJ · SEC CIK 0001772715
$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
26Q126Q2
前十大持仓 占组合比例
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 |
|---|---|---|---|---|---|---|---|---|
| URI | UNITED RENTALS INC | $25.60万 | 0.05% | 226 | 1 | 0.4% | $1,133 | 加仓 |
| CVX | CHEVRON CORPORATION | $26.06万 | 0.05% | 1,572 | -200 | -11.3% | -$3.32万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $26.15万 | 0.05% | 6,177 | -440 | -6.6% | -$1.86万 | 减仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $26.48万 | 0.05% | 2,151 | 564 | 35.5% | $6.94万 | 加仓 |
| SBUX | STARBUCKS CORP | $26.54万 | 0.05% | 2,597 | -1,039 | -28.6% | -$10.62万 | 减仓 |
| CCI | CROWN CASTLE INC | $26.76万 | 0.05% | 3,534 | -2,480 | -41.2% | -$18.78万 | 减仓 |
| PSN | PARSONS CORP DEL | $26.90万 | 0.05% | 5,135 | 0 | 0.0% | — | 不变 |
| T | AT&T INC | $27.13万 | 0.05% | 13,106 | -1,820 | -12.2% | -$3.77万 | 减仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $27.62万 | 0.05% | 556 | -291 | -34.4% | -$14.45万 | 减仓 |
| SPCX | SPACE EXPLORATION TECHN CORP | $27.86万 | 0.05% | 1,630 | 1,630 | — | $27.86万 | 新建仓 |
| PSX | PHILLIPS 66 | $28.15万 | 0.05% | 1,665 | 1,032 | 163.0% | $17.45万 | 加仓 |
| C | CITIGROUP INC | $28.75万 | 0.05% | 2,054 | 50 | 2.5% | $6,998 | 加仓 |
| MDLZ | MONDELEZ INTL INC | $28.85万 | 0.05% | 4,945 | 1,728 | 53.7% | $10.08万 | 加仓 |
| SYK | STRYKER CORPORATION | $29.81万 | 0.05% | 944 | -1,052 | -52.7% | -$33.22万 | 减仓 |
| CBRE | CBRE GROUP INC | $31.25万 | 0.06% | 2,320 | -1,516 | -39.5% | -$20.42万 | 减仓 |
| OKLO | OKLO INC | $31.56万 | 0.06% | 6,031 | 186 | 3.2% | $9,733 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC | $32.37万 | 0.06% | 814 | -315 | -27.9% | -$12.53万 | 减仓 |
| CME | CME GROUP INC | $33.23万 | 0.06% | 1,505 | 446 | 42.1% | $9.85万 | 加仓 |
| IWF | ISHARES TR | $33.28万 | 0.06% | 2,680 | 0 | 0.0% | — | 不变 |
| MU | MICRON TECHNOLOGY INC | $33.36万 | 0.06% | 289 | -24 | -7.7% | -$2.77万 | 减仓 |
| VOX | VANGUARD WORLD FD | $33.88万 | 0.06% | 1,842 | -1 | -0.1% | -$184 | 减仓 |
| CVS | CVS HEALTH CORP | $34.56万 | 0.06% | 3,341 | -1,965 | -37.0% | -$20.33万 | 减仓 |
| COHR | COHERENT CORP | $34.91万 | 0.06% | 885 | 705 | 391.7% | $27.81万 | 加仓 |
| ANET | ARISTA NETWORKS INC | $36.00万 | 0.07% | 2,119 | 2,066 | 3,898.1% | $35.10万 | 加仓 |
| VTR | VENTAS INC | $36.11万 | 0.07% | 4,066 | -2,434 | -37.4% | -$21.61万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $36.37万 | 0.07% | 626 | -80 | -11.3% | -$4.65万 | 减仓 |
| HCA | HCA HEALTHCARE INC | $36.92万 | 0.07% | 947 | -124 | -11.6% | -$4.83万 | 减仓 |
| COP | CONOCOPHILLIPS | $37.15万 | 0.07% | 3,573 | -1,699 | -32.2% | -$17.66万 | 减仓 |
| RTX | RTX CORPORATION | $38.21万 | 0.07% | 2,014 | 31 | 1.6% | $5,882 | 加仓 |
| GOOG | ALPHABET INC | $39.61万 | 0.07% | 1,121 | 12 | 1.1% | $4,240 | 加仓 |
| SCHV | SCHWAB STRATEGIC TR | $39.88万 | 0.07% | 11,457 | 0 | 0.0% | — | 不变 |
| VTI | VANGUARD INDEX FDS | $40.93万 | 0.07% | 1,106 | 5 | 0.5% | $1,850 | 加仓 |
| MOG/A | MOOG INC | $42.00万 | 0.08% | 991 | 111 | 12.6% | $4.70万 | 加仓 |
| PFE | PFIZER INC | $42.38万 | 0.08% | 17,600 | -5,996 | -25.4% | -$14.44万 | 减仓 |
| PSA | PUBLIC STORAGE | $42.78万 | 0.08% | 1,344 | -925 | -40.8% | -$29.44万 | 减仓 |
| SCHM | SCHWAB STRATEGIC TR | $43.27万 | 0.08% | 11,737 | 0 | 0.0% | — | 不变 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $45.10万 | 0.08% | 467 | -277 | -37.2% | -$26.75万 | 减仓 |
| ULST | SSGA ACTIVE ETF TR | $45.36万 | 0.08% | 11,220 | 112 | 1.0% | $4,528 | 加仓 |
| MGV | VANGUARD WORLD FD | $46.13万 | 0.08% | 2,822 | 0 | 0.0% | — | 不变 |
| TMO | THERMO FISHER SCIENTIFIC INC | $46.57万 | 0.08% | 928 | -420 | -31.2% | -$21.08万 | 减仓 |
| DLR | DIGITAL RLTY TR INC | $47.71万 | 0.09% | 2,657 | -2,114 | -44.3% | -$37.96万 | 减仓 |
| CEG | CONSTELLATION ENERGY CORP | $49.60万 | 0.09% | 1,997 | 104 | 5.5% | $2.58万 | 加仓 |
| AEP | AMERICAN ELEC PWR CO INC | $50.18万 | 0.09% | 3,668 | 3,543 | 2,834.4% | $48.47万 | 加仓 |
| SPG | SIMON PPTY GROUP INC NEW | $50.81万 | 0.09% | 2,272 | -1,935 | -46.0% | -$43.28万 | 减仓 |
| O | REALTY INCOME CORP | $51.35万 | 0.09% | 8,288 | -5,002 | -37.6% | -$30.99万 | 减仓 |
| IWP | ISHARES TR | $54.59万 | 0.10% | 3,729 | -65 | -1.7% | -$9,516 | 减仓 |
| SPGI | S&P GLOBAL INC | $54.66万 | 0.10% | 1,342 | 313 | 30.4% | $12.75万 | 加仓 |
| HONA | HONEYWELL AEROSPACE INC | $55.31万 | 0.10% | 2,502 | 2,502 | — | $55.31万 | 新建仓 |
| LOW | LOWES COS INC | $55.40万 | 0.10% | 2,512 | 714 | 39.7% | $15.75万 | 加仓 |
| GD | GENERAL DYNAMICS CORP | $56.01万 | 0.10% | 1,581 | 1,439 | 1,013.4% | $50.98万 | 加仓 |
| HON | HONEYWELL INTL INC | $56.66万 | 0.10% | 2,531 | -1,065 | -29.6% | -$23.84万 | 减仓 |
| CMI | CUMMINS INC | $57.20万 | 0.10% | 802 | 784 | 4,355.6% | $55.92万 | 加仓 |
| AMT | AMERICAN TOWER CORP | $58.13万 | 0.11% | 3,516 | -2,451 | -41.1% | -$40.53万 | 减仓 |
| GEV | GE VERNOVA INC | $58.65万 | 0.11% | 499 | 45 | 9.9% | $5.29万 | 加仓 |
| BLK | BLACKROCK INC | $58.96万 | 0.11% | 613 | 155 | 33.8% | $14.91万 | 加仓 |
| CB | CHUBB LIMITED | $59.57万 | 0.11% | 1,743 | 432 | 33.0% | $14.77万 | 加仓 |
| BNY | BANK OF NY MELLON CORP | $60.65万 | 0.11% | 4,194 | 2,360 | 128.7% | $34.13万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $60.66万 | 0.11% | 883 | 118 | 15.4% | $8.11万 | 加仓 |
| MDT | MEDTRONIC PLC | $63.01万 | 0.11% | 7,981 | -219 | -2.7% | -$1.73万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $63.27万 | 0.11% | 2,674 | -2 | -0.1% | -$473 | 减仓 |
| DHR | DANAHER CORP DEL | $64.40万 | 0.12% | 3,374 | -107 | -3.1% | -$2.04万 | 减仓 |
| EME | EMCOR GROUP INC | $67.39万 | 0.12% | 812 | 38 | 4.9% | $3.15万 | 加仓 |
| ADI | ANALOG DEVICES INC | $70.11万 | 0.13% | 1,765 | 350 | 24.7% | $13.90万 | 加仓 |
| GE | GE AEROSPACE | $71.39万 | 0.13% | 1,910 | 32 | 1.7% | $1.20万 | 加仓 |
| EQIX | EQUINIX INC | $72.03万 | 0.13% | 691 | -638 | -48.0% | -$66.50万 | 减仓 |
| BIV | VANGUARD BD INDEX FDS | $72.26万 | 0.13% | 9,421 | 3,596 | 61.7% | $27.58万 | 加仓 |
| PEP | PEPSICO INC | $74.47万 | 0.14% | 5,500 | 1,368 | 33.1% | $18.52万 | 加仓 |
| ABT | ABBOTT LABORATORIES | $76.31万 | 0.14% | 8,410 | -1,040 | -11.0% | -$9.44万 | 减仓 |
| APH | AMPHENOL CORP | $76.93万 | 0.14% | 4,357 | 991 | 29.4% | $17.50万 | 加仓 |
| TXN | TEXAS INSTRS INC | $76.96万 | 0.14% | 2,582 | 831 | 47.5% | $24.77万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $78.91万 | 0.14% | 2,806 | 2,319 | 476.2% | $65.21万 | 加仓 |
| QCOM | QUALCOMM INC | $81.32万 | 0.15% | 4,401 | 525 | 13.5% | $9.70万 | 加仓 |
| MCK | MCKESSON CORP | $85.00万 | 0.15% | 1,124 | -109 | -8.8% | -$8.24万 | 减仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $91.35万 | 0.17% | 4,048 | -1,745 | -30.1% | -$39.38万 | 减仓 |
| GILD | GILEAD SCIENCES INC | $91.37万 | 0.17% | 7,232 | 2,508 | 53.1% | $31.69万 | 加仓 |
| PLD | PROLOGIS INC. | $98.76万 | 0.18% | 7,290 | -5,402 | -42.6% | -$73.18万 | 减仓 |
| MGK | VANGUARD WORLD FD | $101.10万 | 0.18% | 11,500 | 0 | 0.0% | — | 不变 |
| LMT | LOCKHEED MARTIN CORP | $105.38万 | 0.19% | 2,068 | 409 | 24.7% | $20.84万 | 加仓 |
| DFUS | DIMENSIONAL ETF TRUST | $108.36万 | 0.20% | 13,224 | -630 | -4.5% | -$5.16万 | 减仓 |
| NFLX | NETFLIX INC. | $110.94万 | 0.20% | 15,538 | 1,442 | 10.2% | $10.30万 | 加仓 |
| MS | MORGAN STANLEY | $113.20万 | 0.21% | 5,415 | 1,848 | 51.8% | $38.63万 | 加仓 |
| AMGN | AMGEN INC | $113.64万 | 0.21% | 3,138 | 16 | 0.5% | $5,794 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $114.94万 | 0.21% | 2,402 | 29 | 1.2% | $1.39万 | 加仓 |
| MCD | MCDONALDS CORP | $115.22万 | 0.21% | 4,263 | 1,255 | 41.7% | $33.92万 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $118.97万 | 0.22% | 20,647 | -2,249 | -9.8% | -$12.96万 | 减仓 |
| WELL | WELLTOWER INC | $119.91万 | 0.22% | 5,283 | -3,799 | -41.8% | -$86.23万 | 减仓 |
| USFR | WISDOMTREE TR | $122.14万 | 0.22% | 24,258 | 4,740 | 24.3% | $23.87万 | 加仓 |
| UNP | UNION PAC CORP | $124.63万 | 0.23% | 4,582 | 1,245 | 37.3% | $33.86万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $125.52万 | 0.23% | 2,895 | 2,635 | 1,013.5% | $114.25万 | 加仓 |
| KO | COCA COLA CO | $126.75万 | 0.23% | 15,495 | 4,429 | 40.0% | $36.23万 | 加仓 |
| KLAC | KLA CORP | $132.06万 | 0.24% | 4,377 | 517 | 13.4% | $15.60万 | 加仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $137.14万 | 0.25% | 16,897 | 6 | 0.0% | $487 | 加仓 |
| NEE | NEXTERA ENERGY INC | $140.68万 | 0.26% | 16,028 | 5,547 | 52.9% | $48.69万 | 加仓 |
| MUNI | PIMCO ETF TR | $144.42万 | 0.26% | 27,456 | -7,445 | -21.3% | -$39.16万 | 减仓 |
| ETN | EATON CORP PLC | $146.50万 | 0.27% | 3,438 | 919 | 36.5% | $39.16万 | 加仓 |
| VRT | VERTIV HOLDINGS CO | $149.90万 | 0.27% | 4,477 | 306 | 7.3% | $10.25万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $165.50万 | 0.30% | 11,286 | 2,858 | 33.9% | $41.91万 | 加仓 |
| CSCO | CISCO SYS INC | $171.82万 | 0.31% | 14,628 | 2,834 | 24.0% | $33.29万 | 加仓 |
| TSLA | TESLA INC | $176.11万 | 0.32% | 4,187 | -842 | -16.7% | -$35.41万 | 减仓 |
| SCHG | SCHWAB STRATEGIC TR | $178.72万 | 0.32% | 52,813 | -93 | -0.2% | -$3,147 | 减仓 |