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
EZPW EZCORP INC $5,8770.00%170 00.0% — 不变
NTAP NETAPP INC $5,8810.00%38 00.0% — 不变
FDXF FEDEX FGHT HLDG CO INC $5,8890.00%39 39— $5,889 新建仓
HWM HOWMET AEROSPACE INC $5,9150.00%22 00.0% — 不变
DECK DECKERS OUTDOOR CORP $5,9580.00%60 00.0% — 不变
INDB INDEPENDENT BK CORP MASS $5,9900.00%71 00.0% — 不变
CACI CACI INTL INC $6,0230.00%13 00.0% — 不变
MUB ISHARES TR $6,0270.00%56 00.0% — 不变
PHM PULTE GROUP INC $6,0490.00%44 00.0% — 不变
DOV DOVER CORP $6,0560.00%27 00.0% — 不变
PIPR PIPER SANDLER COMPANIES $6,0770.00%84 84— $6,077 新建仓
TKR TIMKEN CO $6,1040.00%42 00.0% — 不变
UGI UGI CORP NEW $6,1080.00%175 74.2% $244 加仓
SCHH SCHWAB STRATEGIC TR $6,1240.00%259 20.8% $47 加仓
LEO BNY MELLON STRATEGIC MUNS IN $6,1370.00%950 00.0% — 不变
PNR PENTAIR PLC $6,1750.00%81 -2-2.4% -$152 减仓
AWK AMERICAN WTR WKS CO INC NEW $6,1850.00%47 -12-20.3% -$1,579 减仓
GEHC GE HEALTHCARE TECHNOLOGIES I $6,2150.00%97 77.8% $449 加仓
EOG EOG RES INC $6,2280.00%48 717.1% $908 加仓
— EMPIRE ST RLTY OP L P $6,2330.00%1,123 00.0% — 不变
— INVESCO EXCHANGE TRADED FD T $6,2760.00%70 00.0% — 不变
FISV FISERV INC $6,2800.00%128 -33-20.5% -$1,619 减仓
ZION ZIONS BANCORPORATION NATL AS $6,2970.00%91 44.6% $277 加仓
ROIV ROIVANT SCIENCES LTD $6,3000.00%178 178— $6,300 新建仓
NET CLOUDFLARE INC $6,3780.00%26 736.8% $1,717 加仓
KEY KEYCORP $6,4080.00%278 00.0% — 不变
SPOT SPOTIFY TECHNOLOGY S A $6,4280.00%14 00.0% — 不变
GSIE GOLDMAN SACHS ETF TR $6,4510.00%141 00.0% — 不变
SRTA STRATA CRITICAL MEDICAL INC $6,4560.00%1,225 00.0% — 不变
MUSA MURPHY USA INC $6,4670.00%12 00.0% — 不变
ACM AECOM $6,4920.00%93 22.2% $140 加仓
KDP KEURIG DR PEPPER INC $6,4940.00%197 00.0% — 不变
DDOG DATADOG INC $6,5090.00%25 -3-10.7% -$781 减仓
STOK STOKE THERAPEUTICS INC $6,5440.00%200 00.0% — 不变
CBOE CBOE GLOBAL MKTS INC $6,5530.00%27 00.0% — 不变
CRL CHARLES RIV LABS INTL INC $6,5770.00%29 00.0% — 不变
OKE ONEOK INC NEW $6,6080.00%76 00.0% — 不变
HAS HASBRO INC $6,6900.00%81 00.0% — 不变
CRGY CRESCENT ENERGY COMPANY $6,7170.00%684 00.0% — 不变
GWW WW GRAINGER INC $6,8030.00%5 125.0% $1,361 加仓
GH GUARDANT HEALTH INC $6,9020.00%46 00.0% — 不变
SKYW SKYWEST INC $6,9540.00%70 00.0% — 不变
PTEN PATTERSON-UTI ENERGY INC $6,9770.00%760 00.0% — 不变
DKS DICKS SPORTING GOODS INC $7,0320.00%31 13.3% $227 加仓
— GLOBAL X FDS $7,0550.00%161 00.0% — 不变
AES AES CORP $7,0960.00%484 00.0% — 不变
ENB ENBRIDGE INC $7,1020.00%131 00.0% — 不变
NEOG NEOGEN CORP $7,1030.00%790 00.0% — 不变
VEA VANGUARD TAX-MANAGED FDS $7,1250.00%100 00.0% — 不变
CLH CLEAN HARBORS INC $7,1700.00%24 00.0% — 不变
EVR EVERCORE INC $7,1710.00%21 00.0% — 不变
EXPD EXPEDITORS INTL WASH INC $7,1720.00%44 00.0% — 不变
AIZ ASSURANT INC $7,2510.00%27 00.0% — 不变
UAMY UNITED STATES ANTIMONY CORP $7,2600.00%1,000 1,000— $7,260 新建仓
JBL JABIL INC $7,3250.00%19 19— $7,325 新建仓
IDXX IDEXX LABS INC $7,3710.00%14 00.0% — 不变
CGNX COGNEX CORP $7,3870.00%102 00.0% — 不变
ROP ROPER TECHNOLOGIES INC $7,4450.00%22 -15-40.5% -$5,076 减仓
ORI OLD REP INTL CORP $7,4890.00%183 00.0% — 不变
EL LAUDER ESTEE COS INC $7,5020.00%95 44.4% $316 加仓
UHS UNIVERSAL HLTH SVCS INC $7,5840.00%51 00.0% — 不变
UTHR UNITED THERAPEUTICS CORP DEL $7,5860.00%14 00.0% — 不变
NVO NOVO-NORDISK A S $7,6230.00%159 00.0% — 不变
DTE DTE ENERGY CO $7,6770.00%50 00.0% — 不变
EXPE EXPEDIA GROUP INC $7,6770.00%30 415.4% $1,024 加仓
BROS DUTCH BROS INC $7,6840.00%107 00.0% — 不变
ADSK AUTODESK INC $7,7770.00%40 -3-7.0% -$583 减仓
CMS CMS ENERGY CORP $7,8030.00%102 -19-15.7% -$1,454 减仓
APA APA CORPORATION $7,8170.00%240 00.0% — 不变
SNPS SYNOPSYS INC $8,0310.00%18 -1-5.3% -$446 减仓
VO VANGUARD INDEX FDS $8,0570.00%100 100— $8,057 新建仓
CNI CANADIAN NATL RY CO $8,1090.00%68 00.0% — 不变
DVY ISHARES TR $8,1280.00%52 00.0% — 不变
BBY BEST BUY INC $8,1460.00%106 00.0% — 不变
MPWR MONOLITHIC PWR SYS INC $8,3070.00%6 120.0% $1,384 加仓
SAP SAP SE $8,3220.00%54 00.0% — 不变
BHP BHP BILLITON LIMITED $8,3310.00%100 -16-13.8% -$1,333 减仓
BP BP PLC $8,3510.00%226 00.0% — 不变
FICO FAIR ISAAC CORP $8,3640.00%7 00.0% — 不变
AVY AVERY DENNISON CORP $8,4430.00%52 00.0% — 不变
EW EDWARDS LIFESCIENCES CORP $8,5040.00%94 69276.0% $6,242 加仓
VOD VODAFONE GROUP PLC $8,5250.00%644 00.0% — 不变
TRGP TARGA RES CORP $8,5810.00%32 -13-28.9% -$3,486 减仓
GLDM WORLD GOLD TR $8,6570.00%109 00.0% — 不变
NCLH NORWEGIAN CRUISE LINE HLDGS $8,7830.00%416 00.0% — 不变
IRDM IRIDIUM COMMUNICATIONS INC $8,8310.00%161 00.0% — 不变
TT TRANE TECHNOLOGIES PLC $8,8420.00%18 320.0% $1,474 加仓
DASH DOORDASH INC $8,8590.00%48 24.3% $369 加仓
DSM BNY MELLON STRATEGIC MUN BD $8,9000.00%1,447 00.0% — 不变
NTRS NORTHERN TR CORP $8,9070.00%51 00.0% — 不变
VWO VANGUARD INTL EQUITY INDEX F $9,0140.00%151 00.0% — 不变
SMCI SUPER MICRO COMPUTER INC $9,0930.00%310 6124.5% $1,789 加仓
FOX FOX CORP $9,1340.00%195 00.0% — 不变
NKE NIKE INC $9,1650.00%220 -191-46.5% -$7,957 减仓
BX BLACKSTONE INC $9,1790.00%78 00.0% — 不变
RNR RENAISSANCERE HLDGS LTD $9,1910.00%29 -4-12.1% -$1,268 减仓
SEIC SEI INVTS CO $9,2100.00%105 00.0% — 不变
DHI D R HORTON INC $9,2850.00%57 -5-8.1% -$814 减仓
XHR XENIA HOTELS & RESORTS INC $9,5120.00%464 00.0% — 不变
MP MP MATERIALS CORP $9,5780.00%171 00.0% — 不变