13F 机构持仓

Prestige Wealth Management Group LLC

FLEMINGTON NJ · SEC CIK 0001772715

2026Q22026Q1 更早 9 个季度 🔒
$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
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 10.4%
ICVT 5.9%
BND 5.9%
MBB 5.9%
AGGY 5.9%
AAPL 5.1%
QGRW 3.8%
XLC 3.7%
CL 2.5%
XLY 2.5%

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
TSCO TRACTOR SUPPLY CO $7,0220.00%155 00.0% — 不变
MOH MOLINA HEALTHCARE INC $7,0650.00%53 2165.6% $2,799 加仓
CACI CACI INTL INC $7,0710.00%13 00.0% — 不变
ENB ENBRIDGE INC $7,0930.00%131 00.0% — 不变
JKHY HENRY JACK & ASSOC INC $7,1120.00%45 00.0% — 不变
NTRS NORTHERN TR CORP $7,1590.00%51 00.0% — 不变
PNR PENTAIR PLC $7,1910.00%83 00.0% — 不变
ORI OLD REP INTL CORP $7,3020.00%183 00.0% — 不变
NEOG NEOGEN CORP $7,3400.00%790 00.0% — 不变
DTE DTE ENERGY CO $7,3700.00%50 -3-5.7% -$442 减仓
DVA DAVITA INC $7,3780.00%48 00.0% — 不变
FICO FAIR ISAAC CORP $7,4730.00%7 -1-12.5% -$1,068 减仓
SNPS SYNOPSYS INC $7,5340.00%19 318.8% $1,190 加仓
HAS HASBRO INC $7,5820.00%81 00.0% — 不变
CBOE CBOE GLOBAL MKTS INC $7,5890.00%27 00.0% — 不变
SLG SL GREEN RLTY CORP $7,6470.00%207 94.5% $332 加仓
ACM AECOM $7,7190.00%91 -3,602-97.5% -$30.55万 减仓
NCLH NORWEGIAN CRUISE LINE HLDGS $7,7810.00%416 00.0% — 不变
IDXX IDEXX LABS INC $7,8670.00%14 00.0% — 不变
DVY ISHARES TR $7,8740.00%52 00.0% — 不变
AWK AMERICAN WTR WKS CO INC NEW $8,0300.00%59 00.0% — 不变
VWO VANGUARD INTL EQUITY INDEX F $8,1620.00%151 -27-15.2% -$1,459 减仓
PTEN PATTERSON-UTI ENERGY INC $8,2310.00%760 00.0% — 不变
SEIC SEI INVTS CO $8,2400.00%105 00.0% — 不变
MP MP MATERIALS CORP $8,2530.00%171 -3-1.7% -$145 减仓
OMC OMNICOM GROUP INC $8,2950.00%109 -20-15.5% -$1,522 减仓
UTHR UNITED THERAPEUTICS CORP DEL $8,3020.00%14 00.0% — 不变
BHP BHP BILLITON LIMITED $8,4380.00%116 1616.0% $1,164 加仓
VMC VULCAN MATLS CO $8,4430.00%31 -2,035-98.5% -$55.42万 减仓
MET METLIFE INC $8,4430.00%119 -8-6.3% -$568 减仓
DHI D R HORTON INC $8,5080.00%62 00.0% — 不变
CPT CAMDEN PPTY TR $8,5890.00%87 00.0% — 不变
CFG CITIZENS FINL GROUP INC $8,6360.00%144 00.0% — 不变
DSM BNY MELLON STRATEGIC MUN BD $8,6970.00%1,447 00.0% — 不变
HUM HUMANA INC $8,7140.00%50 -5-9.1% -$871 减仓
AAL AMERICAN AIRLINES GROUP INC $8,7430.00%814 141.8% $150 加仓
EPR EPR PPTYS $8,7930.00%176 00.0% — 不变
NVT NVENT ELEC PLC $8,8180.00%75 00.0% — 不变
CSX CSX CORP $8,8260.00%215 -156-42.0% -$6,404 减仓
CPB THE CAMPBELLS COMPANY $8,9080.00%400 00.0% — 不变
BX BLACKSTONE INC $8,9700.00%78 41110.8% $4,715 加仓
AVY AVERY DENNISON CORP $8,9800.00%52 00.0% — 不变
FISV FISERV INC $8,9850.00%161 128.1% $670 加仓
UHS UNIVERSAL HLTH SVCS INC $9,1280.00%51 00.0% — 不变
HIMS HIMS & HERS HEALTH INC $9,1350.00%440 4010.0% $830 加仓
ABNB AIRBNB INC $9,2190.00%73 -2,401-97.0% -$30.32万 减仓
CRGY CRESCENT ENERGY COMPANY $9,2340.00%684 -92-11.9% -$1,242 减仓
SAP SAP SE $9,2460.00%54 -33-37.9% -$5,650 减仓
TOL TOLL BROTHERS INC $9,2800.00%68 23.0% $273 加仓
CHRW C H ROBINSON WORLDWIDE IN $9,3360.00%56 00.0% — 不变
CMS CMS ENERGY CORP $9,3880.00%121 00.0% — 不变
VOD VODAFONE GROUP PLC $9,6690.00%644 00.0% — 不变
CMI CUMMINS INC $9,6850.00%18 00.0% — 不变
RNR RENAISSANCERE HLDGS LTD $9,8090.00%33 00.0% — 不变
PAVE GLOBAL X FDS $9,9080.00%195 00.0% — 不变
— WEBSTER FINL CORP $9,9280.00%143 32.1% $208 加仓
GLDM WORLD GOLD TR $1.01万0.00%109 00.0% — 不变
RACE FERRARI N V $1.02万0.00%30 -39-56.5% -$1.32万 减仓
APA APA CORPORATION $1.02万0.00%240 00.0% — 不变
DRI DARDEN RESTAURANTS INC $1.02万0.00%52 00.0% — 不变
AFL AFLAC INC $1.02万0.00%93 00.0% — 不变
DOW DOW HLDGS INC $1.02万0.00%245 -8,708-97.3% -$36.27万 减仓
LNT ALLIANT ENERGY CORP $1.03万0.00%143 00.0% — 不变
ADSK AUTODESK INC $1.03万0.00%43 00.0% — 不变
FOX FOX CORP $1.04万0.00%195 -3-1.5% -$159 减仓
CTSH COGNIZANT TECHNOLOGY SOLUTIO $1.04万0.00%170 -7-4.0% -$429 减仓
WAB WABTEC $1.05万0.00%42 00.0% — 不变
ODFL OLD DOMINION FREIGHT LINE IN $1.06万0.00%54 -6-10.0% -$1,172 减仓
BP BP PLC $1.06万0.00%226 00.0% — 不变
BAM BROOKFIELD ASSET MANAGMT LTD $1.07万0.00%240 -91-27.5% -$4,045 减仓
GPC GENUINE PARTS CO $1.07万0.00%100 -32-24.2% -$3,418 减仓
RSP INVESCO EXCHANGE TRADED FD T $1.08万0.00%56 00.0% — 不变
DGX QUEST DIAGNOSTICS INC $1.10万0.00%56 00.0% — 不变
VTRS VIATRIS INC $1.10万0.00%814 00.0% — 不变
SNA SNAP ON INC $1.13万0.00%31 00.0% — 不变
FCFS FIRSTCASH HOLDINGS INC $1.13万0.00%60 00.0% — 不变
TRGP TARGA RES CORP $1.13万0.00%45 00.0% — 不变
RGA REINSURANCE GROUP AMER INC $1.14万0.00%56 11.8% $204 加仓
LH LABCORP HOLDINGS INC $1.15万0.00%43 00.0% — 不变
APP APPLOVIN CORP $1.15万0.00%29 945.0% $3,582 加仓
EQT EQT CORP $1.17万0.00%184 00.0% — 不变
DLTR DOLLAR TREE INC $1.18万0.00%108 00.0% — 不变
VRSN VERISIGN INC $1.19万0.00%48 00.0% — 不变
REZI RESIDEO TECHNOLOGIES INC $1.21万0.00%360 00.0% — 不变
FITB FIFTH THIRD BANCORP $1.21万0.00%259 7137.8% $3,327 加仓
UMAC UNUSUAL MACHS INC $1.21万0.00%979 00.0% — 不变
HOS HELIX ENERGY SOLUTIONS GRP I $1.22万0.00%1,234 00.0% — 不变
PFS PROVIDENT FINL SVCS INC $1.22万0.00%577 81.4% $169 加仓
INCY INCYTE CORP $1.24万0.00%132 00.0% — 不变
OGN ORGANON & CO $1.26万0.00%2,103 -3-0.1% -$18 减仓
PANW PALO ALTO NETWORKS INC $1.27万0.00%79 00.0% — 不变
USB US BANCORP $1.28万0.00%243 -7-2.8% -$368 减仓
BIP BROOKFIELD INFRASTRUCTURE PA $1.28万0.00%355 00.0% — 不变
XLB SELECT SECTOR SPDR TR $1.29万0.00%258 -4,706-94.8% -$23.52万 减仓
CQP CHENIERE ENERGY PARTNERS L P $1.29万0.00%200 00.0% — 不变
MTB M & T BK CORP $1.30万0.00%63 00.0% — 不变
ROP ROPER TECHNOLOGIES INC $1.31万0.00%37 00.0% — 不变
CINF CINCINNATI FINL CORP $1.31万0.00%83 -61-42.4% -$9,656 减仓
D DOMINION ENERGY INC $1.32万0.00%214 00.0% — 不变
UPS UNITED PARCEL SVCS INC $1.33万0.00%135 -31-18.7% -$3,050 减仓