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
MRNA MODERNA INC $9,5950.00%137 00.0% — 不变
WAB WABTEC $9,7060.00%36 -6-14.3% -$1,618 减仓
EQT EQT CORP $9,7840.00%184 00.0% — 不变
MKSI MKS INC. $9,7860.00%22 00.0% — 不变
FIX COMFORT SYS USA INC $9,9100.00%5 00.0% — 不变
ASML ASML HLDG NV $9,9480.00%5 00.0% — 不变
DGX QUEST DIAGNOSTICS INC $9,9620.00%47 -9-16.1% -$1,908 减仓
CPT CAMDEN PPTY TR $1.01万0.00%87 00.0% — 不变
CFG CITIZENS FINL GROUP INC $1.01万0.00%144 00.0% — 不变
MET METLIFE INC $1.01万0.00%119 00.0% — 不变
ARWR ARROWHEAD PHARMACEUTICALS IN $1.01万0.00%124 1715.9% $1,386 加仓
EPR EPR PPTYS $1.02万0.00%176 00.0% — 不变
ABNB AIRBNB INC $1.04万0.00%73 00.0% — 不变
CHRW C H ROBINSON WORLDWIDE IN $1.06万0.00%56 00.0% — 不变
DRI DARDEN RESTAURANTS INC $1.07万0.00%52 00.0% — 不变
HOS HELIX ENERGY SOLUTIONS GRP I $1.08万0.00%1,234 00.0% — 不变
CPB THE CAMPBELLS COMPANY $1.09万0.00%489 8922.2% $1,982 加仓
AFL AFLAC INC $1.09万0.00%93 00.0% — 不变
LNT ALLIANT ENERGY CORP $1.09万0.00%143 00.0% — 不变
ADBE ADOBE INC $1.11万0.00%54 -39-41.9% -$7,996 减仓
SANM SANMINA CORP $1.11万0.00%44 512.8% $1,265 加仓
RACE FERRARI N V $1.12万0.00%30 00.0% — 不变
REZI RESIDEO TECHNOLOGIES INC $1.12万0.00%360 00.0% — 不变
— WEBSTER FINL CORP $1.13万0.00%148 53.5% $382 加仓
VFH VANGUARD WORLD FD $1.13万0.00%86 86— $1.13万 新建仓
SLG SL GREEN RLTY CORP $1.14万0.00%220 136.3% $673 加仓
PAVE GLOBAL X FDS $1.15万0.00%195 00.0% — 不变
CSX CSX CORP $1.16万0.00%245 3014.0% $1,426 加仓
TOL TOLL BROTHERS INC $1.17万0.00%71 34.4% $494 加仓
CRH CRH PLC $1.18万0.00%110 1010.0% $1,070 加仓
DVN DEVON ENERGY CORP NEW $1.19万0.00%288 193203.2% $7,975 加仓
GPC GENUINE PARTS CO $1.19万0.00%100 00.0% — 不变
LNG CHENIERE ENERGY INC $1.20万0.00%50 -1,970-97.5% -$47.09万 减仓
LH LABCORP HOLDINGS INC $1.20万0.00%43 00.0% — 不变
RSP INVESCO EXCHANGE TRADED FD T $1.21万0.00%57 11.8% $211 加仓
VRSN VERISIGN INC $1.21万0.00%48 00.0% — 不变
CQP CHENIERE ENERGY PARTNERS L P $1.22万0.00%200 00.0% — 不变
RGA REINSURANCE GROUP AMER INC $1.23万0.00%58 23.6% $425 加仓
TSN TYSON FOODS INC $1.24万0.00%217 -33-13.2% -$1,889 减仓
SNA SNAP ON INC $1.25万0.00%31 00.0% — 不变
VTRS VIATRIS INC $1.26万0.00%791 -23-2.8% -$365 减仓
RGLD ROYAL GOLD INC $1.26万0.00%63 00.0% — 不变
HII HUNTINGTON INGALLS INDS INC $1.26万0.00%45 00.0% — 不变
NVT NVENT ELEC PLC $1.26万0.00%75 00.0% — 不变
DVA DAVITA INC $1.27万0.00%57 918.8% $2,002 加仓
ODFL OLD DOMINION FREIGHT LINE IN $1.28万0.00%59 59.3% $1,083 加仓
BIP BROOKFIELD INFRASTRUCTURE PA $1.30万0.00%355 00.0% — 不变
FCFS FIRSTCASH HOLDINGS INC $1.30万0.00%60 00.0% — 不变
TTMI TTM TECHNOLOGIES INC $1.31万0.00%70 00.0% — 不变
AON AON PLC $1.36万0.00%41 -11-21.2% -$3,649 减仓
— ELECTRONIC ARTS INC $1.39万0.00%68 00.0% — 不变
KMI KINDER MORGAN INC DEL $1.41万0.00%441 00.0% — 不变
PFS PROVIDENT FINL SVCS INC $1.42万0.00%599 223.8% $520 加仓
FPE FIRST TR EXCH TRADED FD III $1.43万0.00%800 00.0% — 不变
FITB FIFTH THIRD BANCORP $1.45万0.00%256 -3-1.2% -$170 减仓
D DOMINION ENERGY INC $1.46万0.00%214 00.0% — 不变
AMP AMERIPRISE FINL INC $1.47万0.00%32 00.0% — 不变
HSY HERSHEY CO $1.47万0.00%84 67.7% $1,053 加仓
USB US BANCORP $1.48万0.00%243 00.0% — 不变
ECL ECOLAB INC $1.48万0.00%53 -26-32.9% -$7,263 减仓
INCY INCYTE CORP $1.50万0.00%132 00.0% — 不变
MTB M & T BK CORP $1.50万0.00%63 00.0% — 不变
AAL AMERICAN AIRLINES GROUP INC $1.51万0.00%836 222.7% $398 加仓
WRB BERKLEY W R CORP $1.52万0.00%214 00.0% — 不变
HIMS HIMS & HERS HEALTH INC $1.53万0.00%440 00.0% — 不变
OXY OCCIDENTAL PETE CORP $1.53万0.00%313 5019.0% $2,442 加仓
STZ CONSTELLATION BRANDS INC $1.53万0.00%110 -20-15.4% -$2,782 减仓
CINF CINCINNATI FINL CORP $1.54万0.00%83 00.0% — 不变
SHEL SHELL PLC $1.55万0.00%200 00.0% — 不变
FAST FASTENAL CO $1.58万0.00%329 237.5% $1,105 加仓
UPS UNITED PARCEL SVCS INC $1.58万0.00%147 128.9% $1,290 加仓
CSL CARLISLE COS INC $1.60万0.00%44 00.0% — 不变
YUM YUM BRANDS INC $1.61万0.00%101 00.0% — 不变
MLM MARTIN MARIETTA MATLS INC $1.61万0.00%28 13.7% $577 加仓
WCN WASTE CONNECTIONS INC $1.62万0.00%97 00.0% — 不变
SOLS SOLSTICE ADVANCED MATLS INC $1.63万0.00%184 -311-62.8% -$2.76万 减仓
ZTS ZOETIS INC $1.65万0.00%229 -43-15.8% -$3,090 减仓
APP APPLOVIN CORP $1.65万0.00%32 310.3% $1,546 加仓
USMV ISHARES TR $1.66万0.00%172 00.0% — 不变
PAYX PAYCHEX INC $1.66万0.00%169 -12-6.6% -$1,180 减仓
CW CURTISS WRIGHT CORP $1.67万0.00%22 00.0% — 不变
OHI OMEGA HEALTHCARE INVS INC $1.68万0.00%352 51.4% $238 加仓
ALC ALCON AG $1.68万0.00%251 00.0% — 不变
RJF RAYMOND JAMES FINL INC $1.69万0.00%111 00.0% — 不变
BIDU BAIDU INC $1.69万0.00%148 00.0% — 不变
CMPX COMPASS THERAPEUTICS INC $1.70万0.00%7,750 7,750— $1.70万 新建仓
UITB VICTORY PORTFOLIOS II $1.71万0.00%364 00.0% — 不变
NRG NRG ENERGY INC $1.72万0.00%118 00.0% — 不变
DLTR DOLLAR TREE INC $1.73万0.00%143 3532.4% $4,234 加仓
SIG SIGNET JEWELERS LIMITED $1.74万0.00%202 52.5% $431 加仓
TFC TRUIST FINL CORP $1.81万0.00%364 00.0% — 不变
— SILVERCREST ASSET MGMT GROUP $1.82万0.00%1,800 00.0% — 不变
VKQ INVESCO MUNICIPAL TRUST $1.85万0.00%1,843 00.0% — 不变
CHD CHURCH & DWIGHT CO INC $1.89万0.00%195 116.0% $1,066 加仓
VOT VANGUARD INDEX FDS $1.90万0.00%62 00.0% — 不变
CLX CLOROX CO DEL $1.91万0.00%200 00.0% — 不变
CAH CARDINAL HEALTH INC $1.95万0.00%82 45.1% $950 加仓
NVG NUVEEN AMT FREE MUN CR INC F $1.98万0.00%1,540 00.0% — 不变
HUM HUMANA INC $1.99万0.00%50 00.0% — 不变
WWD WOODWARD INC $2.00万0.00%47 00.0% — 不变