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 |
|---|---|---|---|---|---|---|---|---|
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $179.39万 | 0.33% | 3,585 | -535 | -13.0% | -$26.77万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $179.56万 | 0.33% | 3,496 | 877 | 33.5% | $45.04万 | 加仓 |
| VTEB | VANGUARD MUN BD FDS | $184.52万 | 0.33% | 36,481 | -7,735 | -17.5% | -$39.12万 | 减仓 |
| ORCL | ORACLE CORP | $185.99万 | 0.34% | 12,691 | 1,329 | 11.7% | $19.48万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $188.34万 | 0.34% | 1,862 | 278 | 17.6% | $28.12万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $195.99万 | 0.36% | 4,716 | -279 | -5.6% | -$11.59万 | 减仓 |
| LIN | LINDE PLC | $203.48万 | 0.37% | 3,921 | 2,078 | 112.8% | $107.84万 | 加仓 |
| AMAT | APPLIED MATLS INC | $222.25万 | 0.40% | 3,074 | 82 | 2.7% | $5.93万 | 加仓 |
| IEF | ISHARES TR | $223.60万 | 0.41% | 23,644 | -765 | -3.1% | -$7.23万 | 减仓 |
| SCHB | SCHWAB STRATEGIC TR | $253.59万 | 0.46% | 87,565 | -482 | -0.5% | -$1.40万 | 减仓 |
| META | META PLATFORMS INC | $257.31万 | 0.47% | 4,568 | 831 | 22.2% | $46.81万 | 加仓 |
| HD | HOME DEPOT INC | $265.91万 | 0.48% | 7,540 | 1,441 | 23.6% | $50.82万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $290.38万 | 0.53% | 3,104 | 491 | 18.8% | $45.93万 | 加仓 |
| SKYY | FIRST TR EXCHANGE-TRADED FD | $301.54万 | 0.55% | 22,409 | 233 | 1.1% | $3.14万 | 加仓 |
| BAC | BANK OF AMER CORP | $320.34万 | 0.58% | 56,219 | 7,518 | 15.4% | $42.84万 | 加仓 |
| WMT | WALMART INC | $361.11万 | 0.66% | 31,883 | 4,661 | 17.1% | $52.79万 | 加仓 |
| V | VISA INC | $373.75万 | 0.68% | 10,894 | 645 | 6.3% | $22.13万 | 加仓 |
| CAT | CATERPILLAR INC | $379.45万 | 0.69% | 3,563 | 925 | 35.1% | $98.51万 | 加仓 |
| AMZN | AMAZON COM INC | $394.38万 | 0.72% | 16,547 | -709 | -4.1% | -$16.90万 | 减仓 |
| SLYV | SPDR SERIES TRUST | $399.48万 | 0.73% | 36,613 | 282 | 0.8% | $3.08万 | 加仓 |
| — | EXXON MOBIL CORP | $401.99万 | 0.73% | 29,402 | 3,347 | 12.8% | $45.76万 | 加仓 |
| SLYG | SPDR SERIES TRUST | $417.37万 | 0.76% | 35,035 | 389 | 1.1% | $4.63万 | 加仓 |
| FMB | FIRST TR EXCH TRADED FD III | $426.36万 | 0.77% | 83,002 | -710 | -0.8% | -$3.65万 | 减仓 |
| ABBV | ABBVIE INC | $436.51万 | 0.79% | 17,347 | 26 | 0.2% | $6,542 | 加仓 |
| MRK | MERCK & CO INC | $470.94万 | 0.85% | 36,409 | -685 | -1.8% | -$8.86万 | 减仓 |
| AVGO | BROADCOM INC | $495.97万 | 0.90% | 13,130 | 225 | 1.7% | $8.50万 | 加仓 |
| LLY | ELI LILLY & CO | $541.90万 | 0.98% | 4,518 | -336 | -6.9% | -$40.30万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $556.61万 | 1.01% | 17,005 | 2,184 | 14.7% | $71.49万 | 加仓 |
| MMIT | NEW YORK LIFE INVTS ACTIVE E | $604.60万 | 1.10% | 247,572 | 5,862 | 2.4% | $14.32万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $624.50万 | 1.13% | 31,211 | 460 | 1.5% | $9.20万 | 加仓 |
| XLF | SELECT SECTOR SPDR TR | $625.59万 | 1.14% | 116,693 | 402 | 0.3% | $2.16万 | 加仓 |
| XLC | SELECT SECTOR SPDR TR | $654.06万 | 1.19% | 61,053 | -111,035 | -64.5% | -$1,189.52万 | 减仓 |
| XLB | SELECT SECTOR SPDR TR | $729.77万 | 1.32% | 143,571 | 143,313 | 55,547.7% | $728.46万 | 加仓 |
| XLP | SELECT SECTOR SPDR TR | $748.71万 | 1.36% | 90,130 | 88,690 | 6,159.0% | $736.75万 | 加仓 |
| MDYG | SPDR SERIES TRUST | $762.30万 | 1.38% | 68,008 | 395 | 0.6% | $4.43万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $783.00万 | 1.42% | 90,898 | 64 | 0.1% | $5,513 | 加仓 |
| GOOGL | ALPHABET INC | $809.18万 | 1.47% | 22,643 | 747 | 3.4% | $26.70万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $842.49万 | 1.53% | 33,173 | -312 | -0.9% | -$7.92万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $892.96万 | 1.62% | 46,870 | 92 | 0.2% | $1.75万 | 加仓 |
| MDYV | SPDR SERIES TRUST | $905.45万 | 1.64% | 95,461 | 716 | 0.8% | $6.79万 | 加仓 |
| MSFT | MICROSOFT CORP | $953.24万 | 1.73% | 25,555 | 1,386 | 5.7% | $51.70万 | 加仓 |
| XLV | SELECT SECTOR SPDR TR | $976.14万 | 1.77% | 61,524 | 332 | 0.5% | $5.27万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $1,190.77万 | 2.16% | 54,640 | 459 | 0.8% | $10.00万 | 加仓 |
| CL | COLGATE PALMOLIVE CO | $1,336.78万 | 2.43% | 145,809 | -1,400 | -1.0% | -$12.84万 | 减仓 |
| QGRW | WISDOMTREE TR | $2,382.27万 | 4.32% | 360,786 | 1,521 | 0.4% | $10.04万 | 加仓 |
| AGGY | WISDOMTREE TR | $2,934.84万 | 5.33% | 674,986 | -11,108 | -1.6% | -$48.30万 | 减仓 |
| BND | VANGUARD BD INDEX FDS | $3,004.85万 | 5.45% | 409,324 | -1,560 | -0.4% | -$11.45万 | 减仓 |
| USHY | ISHARES TR | $3,031.61万 | 5.50% | 818,912 | 807,085 | 6,824.1% | $2,987.83万 | 加仓 |
| AAPL | APPLE INC | $3,067.25万 | 5.57% | 106,001 | 2,711 | 2.6% | $78.45万 | 加仓 |
| MBB | ISHARES TR | $3,421.43万 | 6.21% | 361,979 | 45,938 | 14.5% | $434.21万 | 加仓 |
| DGRW | WISDOMTREE TR | $5,793.61万 | 10.52% | 605,899 | 2,273 | 0.4% | $21.73万 | 加仓 |