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
WMB WILLIAMS COS INC $2.02万0.00%272 00.0% — 不变
EBAY EBAY INC. $2.02万0.00%181 116.5% $1,229 加仓
CRM SALESFORCE INC $2.04万0.00%130 -58-30.9% -$9,123 减仓
WAT WATERS CORP $2.06万0.00%55 00.0% — 不变
GNRC GENERAC HLDGS INC $2.11万0.00%72 00.0% — 不变
NEM NEWMONT CORP $2.12万0.00%227 -96-29.7% -$8,967 减仓
MTDR MATADOR RES CO $2.12万0.00%426 00.0% — 不变
OTIS OTIS WORLDWIDE CORP $2.18万0.00%304 113.8% $788 加仓
HPQ HP INC $2.18万0.00%981 00.0% — 不变
UMAC UNUSUAL MACHS INC $2.18万0.00%979 00.0% — 不变
AZO AUTOZONE INC $2.24万0.00%7 00.0% — 不变
KR KROGER CO $2.25万0.00%406 00.0% — 不变
COF CAPITAL ONE FINL CORP $2.27万0.00%113 00.0% — 不变
AEE AMEREN CORP $2.29万0.00%203 00.0% — 不变
RYN RAYONIER INC $2.30万0.00%1,079 00.0% — 不变
KEYS KEYSIGHT TECHNOLOGIES INC $2.31万0.00%66 00.0% — 不变
IHI ISHARES TR $2.33万0.00%471 -160-25.4% -$7,906 减仓
ROAD CONSTRUCTION PARTNERS INC $2.38万0.00%200 200— $2.38万 新建仓
AME AMETEK INC $2.42万0.00%100 00.0% — 不变
PWR QUANTA SVCS INC $2.45万0.00%34 26.2% $1,440 加仓
SOXQ INVESCO EXCH TRADED FD TR II $2.47万0.00%220 220— $2.47万 新建仓
BUD ANHEUSER BUSCH INBEV SA NV $2.47万0.00%300 00.0% — 不变
AKAM AKAMAI TECHNOLOGIES INC $2.48万0.00%210 00.0% — 不变
FDX FEDEX CORP $2.51万0.00%80 00.0% — 不变
SLV ISHARES SILVER TR $2.57万0.00%480 00.0% — 不变
NUE NUCOR CORP $2.61万0.00%117 -19-14.0% -$4,243 减仓
FROG JFROG LTD $2.73万0.00%300 00.0% — 不变
SO SOUTHERN CO $2.74万0.00%286 00.0% — 不变
PH PARKER-HANNIFIN CORP $2.74万0.00%28 00.0% — 不变
ROST ROSS STORES INC $2.81万0.01%132 53.9% $1,064 加仓
MRSH MARSH & MCLENNAN COS INC $2.82万0.01%169 -1,220-87.8% -$20.38万 减仓
SCHW SCHWAB CHARLES CORP $2.82万0.01%306 10149.3% $9,319 加仓
ULTA ULTA BEAUTY INC $2.89万0.01%64 23.2% $902 加仓
TD TORONTO DOMINION BK ONT $2.96万0.01%244 00.0% — 不变
IBB ISHARES TR $3.02万0.01%159 00.0% — 不变
OGN ORGANON & CO $3.03万0.01%2,240 1376.5% $1,855 加仓
FTNT FORTINET INC $3.07万0.01%200 147.5% $2,151 加仓
AJG GALLAGHER ARTHUR J & CO $3.08万0.01%134 00.0% — 不变
COR CENCORA INC $3.08万0.01%109 32.8% $849 加仓
TGT TARGET CORP $3.12万0.01%239 198.6% $2,482 加仓
TEL TE CONNECTIVITY PLC $3.14万0.01%156 32.0% $604 加仓
VOE VANGUARD INDEX FDS $3.14万0.01%159 00.0% — 不变
MO ALTRIA GROUP INC $3.21万0.01%439 -4,411-90.9% -$32.23万 减仓
FCX FREEPORT MCMORAN INC $3.23万0.01%513 -77-13.1% -$4,843 减仓
CTVA CORTEVA INC $3.25万0.01%384 -61-13.7% -$5,166 减仓
MAIN MAIN STR CAP CORP $3.37万0.01%650 00.0% — 不变
ITW ILLINOIS TOOL WKS INC $3.37万0.01%124 21.6% $544 加仓
VLY VALLEY NATL BANCORP $3.39万0.01%2,300 00.0% — 不变
ELV ELEVANCE HEALTH INC FORMERLY $3.45万0.01%89 -416-82.4% -$16.11万 减仓
AHR AMERICAN HEALTHCARE REIT INC $3.45万0.01%658 -1,850-73.8% -$9.69万 减仓
HPE HEWLETT PACKARD ENTERPRISE C $3.49万0.01%771 00.0% — 不变
FIS FIDELITY NATL INFORMATION SV $3.52万0.01%905 -26-2.8% -$1,011 减仓
ORLY OREILLY AUTOMOTIVE INC $3.58万0.01%389 143.7% $1,289 加仓
SNY SANOFI SA $3.63万0.01%850 00.0% — 不变
FPX FIRST TR EXCHANGE-TRADED FD $3.65万0.01%177 00.0% — 不变
XBI SPDR SERIES TRUST $3.73万0.01%236 00.0% — 不变
SPYM SPDR SERIES TRUST $3.77万0.01%429 00.0% — 不变
THC TENET HEALTHCARE CORP $3.78万0.01%202 -1,768-89.7% -$33.08万 减仓
UBER UBER TECHNOLOGIES INC $3.80万0.01%527 -272-34.0% -$1.96万 减仓
DUK DUKE ENERGY CORP NEW $3.85万0.01%304 00.0% — 不变
REGN REGENERON PHARMACEUTICALS $3.93万0.01%63 00.0% — 不变
RSG REPUBLIC SVCS INC $3.94万0.01%185 31.6% $639 加仓
NOW SERVICENOW INC $3.97万0.01%400 -138-25.7% -$1.37万 减仓
DAL DELTA AIR LINES INC $3.99万0.01%426 00.0% — 不变
BKNG BOOKING HOLDINGS INC $4.05万0.01%227 20.9% $356 加仓
CHCO CITY HLDG CO $4.16万0.01%314 00.0% — 不变
CDNS CADENCE DESIGN SYSTEM INC $4.17万0.01%111 21.8% $751 加仓
ROK ROCKWELL AUTOMATION INC $4.26万0.01%86 22.4% $990 加仓
IP INTERNATIONAL PAPER CO $4.26万0.01%1,118 -117-9.5% -$4,458 减仓
SHW SHERWIN WILLIAMS CO $4.28万0.01%124 -847-87.2% -$29.20万 减仓
JCPB J P MORGAN EXCHANGE TRADED F $4.32万0.01%920 00.0% — 不变
PCAR PACCAR INC $4.38万0.01%365 00.0% — 不变
KHC KRAFT HEINZ CO $4.55万0.01%1,925 00.0% — 不变
LHX L3HARRIS TECHNOLOGIES INC $4.62万0.01%159 00.0% — 不变
PANW PALO ALTO NETWORKS INC $4.64万0.01%136 5772.2% $1.94万 加仓
— SPDR SERIES TRUST $4.72万0.01%420 00.0% — 不变
TER TERADYNE INC $4.74万0.01%98 22.1% $968 加仓
PHG KONINKLIJKE PHILIPS N V $4.75万0.01%1,747 623.7% $1,686 加仓
DG DOLLAR GEN CORP $4.75万0.01%413 51.2% $576 加仓
CARR CARRIER GLOBAL CORPORATION $4.84万0.01%660 132.0% $954 加仓
IWD ISHARES TR $4.87万0.01%201 00.0% — 不变
F FORD MTR CO $4.87万0.01%3,507 1,00039.9% $1.39万 加仓
TOTL SSGA ACTIVE ETF TR $4.89万0.01%1,240 -840-40.4% -$3.32万 减仓
AGG ISHARES TR $4.92万0.01%497 4833,450.0% $4.78万 加仓
WTAI WISDOMTREE TR $4.98万0.01%1,050 00.0% — 不变
ARKK ARK ETF TR $5.05万0.01%625 00.0% — 不变
XEL XCEL ENERGY INC $5.08万0.01%631 00.0% — 不变
ITA ISHARES TR $5.33万0.01%220 -15-6.4% -$3,636 减仓
APRW AIM ETF PRODUCTS TRUST $5.39万0.01%1,450 00.0% — 不变
KMB KIMBERLY-CLARK CORP $5.45万0.01%491 -3-0.6% -$333 减仓
UL UNILEVER PLC $5.52万0.01%918 00.0% — 不变
BN BROOKFIELD CORP $5.52万0.01%1,297 00.0% — 不变
PECO PHILLIPS EDISON & CO INC $5.56万0.01%1,333 00.0% — 不变
MMM 3M CO $5.67万0.01%350 92.6% $1,457 加仓
PLTR PALANTIR TECHNOLOGIES INC $5.68万0.01%487 357.7% $4,084 加仓
ED CONSOLIDATED EDISON INC $5.76万0.01%521 00.0% — 不变
MPC MARATHON PETE CORP $5.78万0.01%226 00.0% — 不变
TMUS T-MOBILE US INC $5.80万0.01%346 00.0% — 不变
CCL CARNIVAL CORP LTD $5.93万0.01%2,075 2,075— $5.93万 新建仓
— GLOBAL X FDS $6.02万0.01%2,648 00.0% — 不变