Prestige Wealth Management Group LLC
FLEMINGTON NJ · SEC CIK 0001772715
$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
26Q126Q2
前十大持仓 占组合比例
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 |
|---|---|---|---|---|---|---|---|---|
| HCA | HCA HEALTHCARE INC | $50.68万 | 0.10% | 1,071 | -17 | -1.6% | -$8,045 | 减仓 |
| QCOM | QUALCOMM INC | $49.91万 | 0.10% | 3,876 | -76 | -1.9% | -$9,787 | 减仓 |
| CCI | CROWN CASTLE INC | $48.90万 | 0.10% | 6,014 | 5,669 | 1,643.2% | $46.09万 | 加仓 |
| IWP | ISHARES TR | $48.60万 | 0.10% | 3,794 | -272 | -6.7% | -$3.48万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $45.71万 | 0.09% | 765 | -18 | -2.3% | -$1.08万 | 减仓 |
| ADI | ANALOG DEVICES INC | $45.03万 | 0.09% | 1,415 | -20 | -1.4% | -$6,364 | 减仓 |
| ULST | SSGA ACTIVE ETF TR | $44.99万 | 0.09% | 11,108 | 72 | 0.7% | $2,916 | 加仓 |
| BIV | VANGUARD BD INDEX FDS | $44.96万 | 0.09% | 5,825 | -2,637 | -31.2% | -$20.35万 | 减仓 |
| BLK | BLACKROCK INC | $44.06万 | 0.09% | 458 | 5 | 1.1% | $4,810 | 加仓 |
| SPGI | S&P GLOBAL INC | $43.77万 | 0.09% | 1,029 | 83 | 8.8% | $3.53万 | 加仓 |
| USHY | ISHARES TR | $43.57万 | 0.09% | 11,827 | -751,694 | -98.5% | -$2,769.24万 | 减仓 |
| T | AT&T INC | $43.27万 | 0.08% | 14,926 | 42 | 0.3% | $1,218 | 加仓 |
| CB | CHUBB LTD SWITZ | $42.86万 | 0.08% | 1,311 | -14 | -1.1% | -$4,577 | 减仓 |
| APH | AMPHENOL CORP | $42.61万 | 0.08% | 3,366 | -53 | -1.6% | -$6,710 | 减仓 |
| LOW | LOWES COS INC | $42.49万 | 0.08% | 1,798 | -25 | -1.4% | -$5,909 | 减仓 |
| WM | WASTE MGMT INC DEL | $41.23万 | 0.08% | 1,794 | -34 | -1.9% | -$7,813 | 减仓 |
| MGV | VANGUARD WORLD FD | $40.90万 | 0.08% | 2,822 | 0 | 0.0% | — | 不变 |
| VICI | VICI PPTYS INC | $40.66万 | 0.08% | 14,882 | 14,699 | 8,032.2% | $40.16万 | 加仓 |
| GEV | GE VERNOVA INC | $39.65万 | 0.08% | 454 | 398 | 710.7% | $34.76万 | 加仓 |
| RTX | RTX CORPORATION | $38.25万 | 0.08% | 1,983 | 0 | 0.0% | — | 不变 |
| CVS | CVS HEALTH CORP | $38.11万 | 0.07% | 5,306 | -5 | -0.1% | -$359 | 减仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $37.82万 | 0.07% | 847 | -11 | -1.3% | -$4,912 | 减仓 |
| THC | TENET HEALTHCARE CORP | $37.18万 | 0.07% | 1,970 | -2 | -0.1% | -$377 | 减仓 |
| CVX | CHEVRON CORPORATION | $36.66万 | 0.07% | 1,772 | 85 | 5.0% | $1.76万 | 加仓 |
| SCHM | SCHWAB STRATEGIC TR | $36.34万 | 0.07% | 11,737 | 0 | 0.0% | — | 不变 |
| IRM | IRON MTN INC DEL | $36.13万 | 0.07% | 3,537 | 3,389 | 2,289.9% | $34.62万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $35.32万 | 0.07% | 1,101 | 11 | 1.0% | $3,529 | 加仓 |
| SCHV | SCHWAB STRATEGIC TR | $34.95万 | 0.07% | 11,457 | 0 | 0.0% | — | 不变 |
| EXR | EXTRA SPACE STORAGE INC | $34.32万 | 0.07% | 2,617 | 2,558 | 4,335.6% | $33.54万 | 加仓 |
| TXN | TEXAS INSTRS INC | $33.99万 | 0.07% | 1,751 | 7 | 0.4% | $1,359 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $33.22万 | 0.07% | 6,617 | -262 | -3.8% | -$1.32万 | 减仓 |
| VOX | VANGUARD WORLD FD | $33.14万 | 0.07% | 1,843 | -4 | -0.2% | -$719 | 减仓 |
| SBUX | STARBUCKS CORP | $32.58万 | 0.06% | 3,636 | 8 | 0.2% | $717 | 加仓 |
| MO | ALTRIA GROUP INC | $32.52万 | 0.06% | 4,850 | 91 | 1.9% | $6,101 | 加仓 |
| GOOG | ALPHABET INC | $31.82万 | 0.06% | 1,109 | -183 | -14.2% | -$5.25万 | 减仓 |
| INTU | INTUIT | $31.70万 | 0.06% | 733 | -22 | -2.9% | -$9,513 | 减仓 |
| CME | CME GROUP INC | $31.27万 | 0.06% | 1,059 | -37 | -3.4% | -$1.09万 | 减仓 |
| SHW | SHERWIN WILLIAMS CO | $31.13万 | 0.06% | 971 | -3,426 | -77.9% | -$109.84万 | 减仓 |
| ACN | ACCENTURE PLC IRELAND | $30.32万 | 0.06% | 1,529 | 38 | 2.5% | $7,535 | 加仓 |
| — | AVALONBAY CMNTYS INC | $29.39万 | 0.06% | 1,780 | 1,698 | 2,070.7% | $28.04万 | 加仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $29.20万 | 0.06% | 744 | 742 | 37,100.0% | $29.12万 | 加仓 |
| OKLO | OKLO INC | $28.99万 | 0.06% | 5,845 | 33 | 0.6% | $1,636 | 加仓 |
| SBAC | SBA COMMUNICATIONS CORP | $28.79万 | 0.06% | 1,673 | 1,525 | 1,030.4% | $26.25万 | 加仓 |
| BSX | BOSTON SCIENTIFIC CORP | $28.68万 | 0.06% | 4,571 | -169 | -3.6% | -$1.06万 | 减仓 |
| IWF | ISHARES TR | $28.57万 | 0.06% | 670 | -157 | -19.0% | -$6.69万 | 减仓 |
| PSN | PARSONS CORP DEL | $27.82万 | 0.05% | 5,135 | 0 | 0.0% | — | 不变 |
| APD | AIR PRODUCTS AND CHEMICALS I | $27.73万 | 0.05% | 954 | -3,193 | -77.0% | -$92.80万 | 减仓 |
| VMRK | EQUITY RESIDENTIAL | $27.58万 | 0.05% | 4,608 | 4,586 | 20,845.5% | $27.45万 | 加仓 |
| ETR | ENTERGY CORP NEW | $27.18万 | 0.05% | 2,419 | -82 | -3.3% | -$9,214 | 减仓 |
| MOG/A | MOOG INC | $25.75万 | 0.05% | 880 | 880 | — | $25.75万 | 新建仓 |
| BR | BROADRIDGE FINL SOLUTIONS IN | $25.40万 | 0.05% | 1,554 | 0 | 0.0% | — | 不变 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $24.96万 | 0.05% | 1,587 | -29 | -1.8% | -$4,561 | 减仓 |
| CSGP | COSTAR GROUP INC | $24.31万 | 0.05% | 6,026 | 5,967 | 10,113.6% | $24.07万 | 加仓 |
| MRSH | MARSH & MCLENNAN COS INC | $24.10万 | 0.05% | 1,389 | -14 | -1.0% | -$2,429 | 减仓 |
| C | CITIGROUP INC | $22.73万 | 0.04% | 2,004 | 109 | 5.8% | $1.24万 | 加仓 |
| BNY | BANK NEW YORK MELLON CORP | $21.76万 | 0.04% | 1,834 | 0 | 0.0% | — | 不变 |
| AXP | AMERICAN EXPRESS CO | $21.57万 | 0.04% | 713 | -1,002 | -58.4% | -$30.31万 | 减仓 |
| IWB | ISHARES TR | $21.39万 | 0.04% | 600 | -25 | -4.0% | -$8,914 | 减仓 |
| CMCSA | COMCAST CORP NEW | $20.68万 | 0.04% | 7,204 | -443 | -5.8% | -$1.27万 | 减仓 |
| NVS | NOVARTIS AG | $19.93万 | 0.04% | 1,305 | 0 | 0.0% | — | 不变 |
| MAA | MID-AMER APT CMNTYS INC | $19.91万 | 0.04% | 1,630 | 1,605 | 6,420.0% | $19.60万 | 加仓 |
| BA | BOEING CO | $19.88万 | 0.04% | 999 | 38 | 4.0% | $7,563 | 加仓 |
| IJH | ISHARES TR | $18.98万 | 0.04% | 2,810 | 0 | 0.0% | — | 不变 |
| MDLZ | MONDELEZ INTL INC | $18.71万 | 0.04% | 3,217 | 213 | 7.1% | $1.24万 | 加仓 |
| DIS | DISNEY WALT CO | $18.29万 | 0.04% | 1,898 | 12 | 0.6% | $1,157 | 加仓 |
| NOC | NORTHROP GRUMMAN CORP | $18.28万 | 0.04% | 268 | -23 | -7.9% | -$1.57万 | 减仓 |
| WY | WEYERHAEUSER CO | $18.28万 | 0.04% | 7,484 | 7,449 | 21,282.9% | $18.20万 | 加仓 |
| XLRE | SELECT SECTOR SPDR TR | $16.84万 | 0.03% | 4,125 | -375 | -8.3% | -$1.53万 | 重新持有 |
| RF | REGIONS FINANCIAL CORP NEW | $16.63万 | 0.03% | 6,302 | -2 | -0.0% | -$53 | 减仓 |
| SPTM | SPDR SERIES TRUST | $16.56万 | 0.03% | 2,094 | -105 | -4.8% | -$8,302 | 减仓 |
| URI | UNITED RENTALS INC | $16.39万 | 0.03% | 225 | -15 | -6.2% | -$1.09万 | 减仓 |
| NFG | NATIONAL FUEL GAS CO | $16.06万 | 0.03% | 1,700 | 0 | 0.0% | — | 不变 |
| IWS | ISHARES TR | $15.69万 | 0.03% | 1,076 | 0 | 0.0% | — | 不变 |
| XTL | SPDR SERIES TRUST | $15.46万 | 0.03% | 822 | -286 | -25.8% | -$5.38万 | 减仓 |
| PPL | PPL CORP | $15.19万 | 0.03% | 3,946 | 3,495 | 774.9% | $13.45万 | 加仓 |
| IWV | ISHARES TR | $15.06万 | 0.03% | 406 | 1 | 0.2% | $371 | 加仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $14.79万 | 0.03% | 505 | 13 | 2.6% | $3,807 | 加仓 |
| WFC | WELLS FARGO & CO | $14.74万 | 0.03% | 1,852 | 189 | 11.4% | $1.50万 | 加仓 |
| TRV | TRAVELERS COMPANIES INC | $14.50万 | 0.03% | 497 | -74 | -13.0% | -$2.16万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $14.36万 | 0.03% | 706 | 15 | 2.2% | $3,051 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $13.89万 | 0.03% | 213 | -112 | -34.5% | -$7.30万 | 减仓 |
| TJX | TJX COS INC NEW | $13.18万 | 0.03% | 825 | 95 | 13.0% | $1.52万 | 加仓 |
| — | BLACKROCK MUNIHLDGS NJ QLTY | $13.10万 | 0.03% | 11,267 | 0 | 0.0% | — | 不变 |
| MAR | MARRIOTT INTL INC NEW | $13.08万 | 0.03% | 400 | -149 | -27.1% | -$4.87万 | 减仓 |
| IEFA | ISHARES TR | $13.06万 | 0.03% | 1,443 | 0 | 0.0% | — | 不变 |
| CI | THE CIGNA GROUP | $12.72万 | 0.02% | 477 | -12 | -2.5% | -$3,201 | 减仓 |
| TEM | TEMPUS AI INC | $12.66万 | 0.02% | 2,800 | 200 | 7.7% | $9,044 | 加仓 |
| IJR | ISHARES TR | $12.61万 | 0.02% | 1,014 | 0 | 0.0% | — | 不变 |
| SPBO | SPDR SERIES TRUST | $12.43万 | 0.02% | 4,283 | -3,025 | -41.4% | -$8.78万 | 减仓 |
| GM | GENERAL MTRS CO | $12.16万 | 0.02% | 1,632 | 36 | 2.3% | $2,682 | 加仓 |
| VLO | VALERO ENERGY CORP | $12.08万 | 0.02% | 489 | 0 | 0.0% | — | 不变 |
| SPYG | SPDR SERIES TRUST | $11.97万 | 0.02% | 1,223 | -50 | -3.9% | -$4,896 | 减仓 |
| AHR | AMERICAN HEALTHCARE REIT INC | $11.85万 | 0.02% | 2,508 | 0 | 0.0% | — | 不变 |
| XLP | SELECT SECTOR SPDR TR | $11.81万 | 0.02% | 1,440 | -165,077 | -99.1% | -$1,353.31万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $11.80万 | 0.02% | 487 | 0 | 0.0% | — | 不变 |
| PSX | PHILLIPS 66 | $11.53万 | 0.02% | 633 | 275 | 76.8% | $5.01万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $11.45万 | 0.02% | 3,732 | 0 | 0.0% | — | 不变 |
| WEC | WEC ENERGY GROUP INC | $11.30万 | 0.02% | 976 | 0 | 0.0% | — | 不变 |
| PRU | PRUDENTIAL FINL INC | $11.23万 | 0.02% | 1,150 | -126 | -9.9% | -$1.23万 | 减仓 |
| TXT | TEXTRON INC | $10.78万 | 0.02% | 1,231 | 0 | 0.0% | — | 不变 |