Prestige Wealth Management Group LLC
FLEMINGTON NJ · SEC CIK 0001772715
$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
26Q126Q2
前十大持仓 占组合比例
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 |
|---|---|---|---|---|---|---|---|---|
| HON | HONEYWELL INTL INC | $56.66万 | 0.10% | 2,531 | -1,065 | -29.6% | -$23.84万 | 减仓 |
| GD | GENERAL DYNAMICS CORP | $56.01万 | 0.10% | 1,581 | 1,439 | 1,013.4% | $50.98万 | 加仓 |
| LOW | LOWES COS INC | $55.40万 | 0.10% | 2,512 | 714 | 39.7% | $15.75万 | 加仓 |
| HONA | HONEYWELL AEROSPACE INC | $55.31万 | 0.10% | 2,502 | 2,502 | — | $55.31万 | 新建仓 |
| SPGI | S&P GLOBAL INC | $54.66万 | 0.10% | 1,342 | 313 | 30.4% | $12.75万 | 加仓 |
| IWP | ISHARES TR | $54.59万 | 0.10% | 3,729 | -65 | -1.7% | -$9,516 | 减仓 |
| O | REALTY INCOME CORP | $51.35万 | 0.09% | 8,288 | -5,002 | -37.6% | -$30.99万 | 减仓 |
| SPG | SIMON PPTY GROUP INC NEW | $50.81万 | 0.09% | 2,272 | -1,935 | -46.0% | -$43.28万 | 减仓 |
| AEP | AMERICAN ELEC PWR CO INC | $50.18万 | 0.09% | 3,668 | 3,543 | 2,834.4% | $48.47万 | 加仓 |
| CEG | CONSTELLATION ENERGY CORP | $49.60万 | 0.09% | 1,997 | 104 | 5.5% | $2.58万 | 加仓 |
| DLR | DIGITAL RLTY TR INC | $47.71万 | 0.09% | 2,657 | -2,114 | -44.3% | -$37.96万 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $46.57万 | 0.08% | 928 | -420 | -31.2% | -$21.08万 | 减仓 |
| MGV | VANGUARD WORLD FD | $46.13万 | 0.08% | 2,822 | 0 | 0.0% | — | 不变 |
| ULST | SSGA ACTIVE ETF TR | $45.36万 | 0.08% | 11,220 | 112 | 1.0% | $4,528 | 加仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $45.10万 | 0.08% | 467 | -277 | -37.2% | -$26.75万 | 减仓 |
| SCHM | SCHWAB STRATEGIC TR | $43.27万 | 0.08% | 11,737 | 0 | 0.0% | — | 不变 |
| PSA | PUBLIC STORAGE | $42.78万 | 0.08% | 1,344 | -925 | -40.8% | -$29.44万 | 减仓 |
| PFE | PFIZER INC | $42.38万 | 0.08% | 17,600 | -5,996 | -25.4% | -$14.44万 | 减仓 |
| MOG/A | MOOG INC | $42.00万 | 0.08% | 991 | 111 | 12.6% | $4.70万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $40.93万 | 0.07% | 1,106 | 5 | 0.5% | $1,850 | 加仓 |
| SCHV | SCHWAB STRATEGIC TR | $39.88万 | 0.07% | 11,457 | 0 | 0.0% | — | 不变 |
| GOOG | ALPHABET INC | $39.61万 | 0.07% | 1,121 | 12 | 1.1% | $4,240 | 加仓 |
| RTX | RTX CORPORATION | $38.21万 | 0.07% | 2,014 | 31 | 1.6% | $5,882 | 加仓 |
| COP | CONOCOPHILLIPS | $37.15万 | 0.07% | 3,573 | -1,699 | -32.2% | -$17.66万 | 减仓 |
| HCA | HCA HEALTHCARE INC | $36.92万 | 0.07% | 947 | -124 | -11.6% | -$4.83万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $36.37万 | 0.07% | 626 | -80 | -11.3% | -$4.65万 | 减仓 |
| VTR | VENTAS INC | $36.11万 | 0.07% | 4,066 | -2,434 | -37.4% | -$21.61万 | 减仓 |
| ANET | ARISTA NETWORKS INC | $36.00万 | 0.07% | 2,119 | 2,066 | 3,898.1% | $35.10万 | 加仓 |
| COHR | COHERENT CORP | $34.91万 | 0.06% | 885 | 705 | 391.7% | $27.81万 | 加仓 |
| CVS | CVS HEALTH CORP | $34.56万 | 0.06% | 3,341 | -1,965 | -37.0% | -$20.33万 | 减仓 |
| VOX | VANGUARD WORLD FD | $33.88万 | 0.06% | 1,842 | -1 | -0.1% | -$184 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $33.36万 | 0.06% | 289 | -24 | -7.7% | -$2.77万 | 减仓 |
| IWF | ISHARES TR | $33.28万 | 0.06% | 2,680 | 0 | 0.0% | — | 不变 |
| CME | CME GROUP INC | $33.23万 | 0.06% | 1,505 | 446 | 42.1% | $9.85万 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC | $32.37万 | 0.06% | 814 | -315 | -27.9% | -$12.53万 | 减仓 |
| OKLO | OKLO INC | $31.56万 | 0.06% | 6,031 | 186 | 3.2% | $9,733 | 加仓 |
| CBRE | CBRE GROUP INC | $31.25万 | 0.06% | 2,320 | -1,516 | -39.5% | -$20.42万 | 减仓 |
| SYK | STRYKER CORPORATION | $29.81万 | 0.05% | 944 | -1,052 | -52.7% | -$33.22万 | 减仓 |
| MDLZ | MONDELEZ INTL INC | $28.85万 | 0.05% | 4,945 | 1,728 | 53.7% | $10.08万 | 加仓 |
| C | CITIGROUP INC | $28.75万 | 0.05% | 2,054 | 50 | 2.5% | $6,998 | 加仓 |
| PSX | PHILLIPS 66 | $28.15万 | 0.05% | 1,665 | 1,032 | 163.0% | $17.45万 | 加仓 |
| SPCX | SPACE EXPLORATION TECHN CORP | $27.86万 | 0.05% | 1,630 | 1,630 | — | $27.86万 | 新建仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $27.62万 | 0.05% | 556 | -291 | -34.4% | -$14.45万 | 减仓 |
| T | AT&T INC | $27.13万 | 0.05% | 13,106 | -1,820 | -12.2% | -$3.77万 | 减仓 |
| PSN | PARSONS CORP DEL | $26.90万 | 0.05% | 5,135 | 0 | 0.0% | — | 不变 |
| CCI | CROWN CASTLE INC | $26.76万 | 0.05% | 3,534 | -2,480 | -41.2% | -$18.78万 | 减仓 |
| SBUX | STARBUCKS CORP | $26.54万 | 0.05% | 2,597 | -1,039 | -28.6% | -$10.62万 | 减仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $26.48万 | 0.05% | 2,151 | 564 | 35.5% | $6.94万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $26.15万 | 0.05% | 6,177 | -440 | -6.6% | -$1.86万 | 减仓 |
| CVX | CHEVRON CORPORATION | $26.06万 | 0.05% | 1,572 | -200 | -11.3% | -$3.32万 | 减仓 |
| URI | UNITED RENTALS INC | $25.60万 | 0.05% | 226 | 1 | 0.4% | $1,133 | 加仓 |
| IWB | ISHARES TR | $24.57万 | 0.04% | 600 | 0 | 0.0% | — | 不变 |
| MSI | MOTOROLA SOLUTIONS INC | $24.03万 | 0.04% | 577 | 380 | 192.9% | $15.83万 | 加仓 |
| VICI | VICI PPTYS INC | $23.87万 | 0.04% | 8,991 | -5,891 | -39.6% | -$15.64万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $23.31万 | 0.04% | 689 | -24 | -3.4% | -$8,118 | 减仓 |
| DELL | DELL TECHNOLOGIES INC | $23.00万 | 0.04% | 533 | 0 | 0.0% | — | 不变 |
| IJH | ISHARES TR | $22.55万 | 0.04% | 2,925 | 115 | 4.1% | $8,868 | 加仓 |
| EXR | EXTRA SPACE STORAGE INC | $22.42万 | 0.04% | 1,543 | -1,074 | -41.0% | -$15.61万 | 减仓 |
| BR | BROADRIDGE FINL SOLUTIONS IN | $21.43万 | 0.04% | 1,554 | 0 | 0.0% | — | 不变 |
| NFLX | NETFLIX INC. 看涨期权 | $21.42万 | 0.04% | 3,000 | 3,000 | — | $21.42万 | 新建仓 |
| IRM | IRON MTN INC DEL | $21.38万 | 0.04% | 1,693 | -1,844 | -52.1% | -$23.29万 | 减仓 |
| QBTS | D-WAVE QUANTUM INC | $20.74万 | 0.04% | 8,647 | 8,503 | 5,904.9% | $20.40万 | 加仓 |
| NVS | NOVARTIS AG | $20.45万 | 0.04% | 1,305 | 0 | 0.0% | — | 不变 |
| BA | BOEING CO | $19.94万 | 0.04% | 921 | -78 | -7.8% | -$1.69万 | 减仓 |
| RF | REGIONS FINANCIAL CORP NEW | $19.20万 | 0.03% | 6,302 | 0 | 0.0% | — | 不变 |
| SPTM | SPDR SERIES TRUST | $19.01万 | 0.03% | 2,094 | 0 | 0.0% | — | 不变 |
| XTL | SPDR SERIES TRUST | $18.70万 | 0.03% | 822 | 0 | 0.0% | — | 不变 |
| SNDK | SANDISK CORP | $18.64万 | 0.03% | 82 | 82 | — | $18.64万 | 新建仓 |
| DIS | DISNEY WALT CO | $18.41万 | 0.03% | 1,898 | 0 | 0.0% | — | 不变 |
| — | AVALONBAY CMNTYS INC | $18.13万 | 0.03% | 952 | -828 | -46.5% | -$15.77万 | 减仓 |
| RGTI | RIGETTI COMPUTING INC | $17.93万 | 0.03% | 9,283 | 9,191 | 9,990.2% | $17.76万 | 加仓 |
| SBAC | SBA COMMUNICATIONS CORP | $17.80万 | 0.03% | 1,009 | -664 | -39.7% | -$11.72万 | 减仓 |
| IWS | ISHARES TR | $17.72万 | 0.03% | 1,076 | 0 | 0.0% | — | 不变 |
| VMRK | EQUITY RESIDENTIAL | $17.65万 | 0.03% | 2,571 | -2,037 | -44.2% | -$13.98万 | 减仓 |
| ETR | ENTERGY CORP NEW | $17.61万 | 0.03% | 1,533 | -886 | -36.6% | -$10.18万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $17.44万 | 0.03% | 233 | 20 | 9.4% | $1.50万 | 加仓 |
| INTC | INTEL CORP | $17.41万 | 0.03% | 1,247 | 0 | 0.0% | — | 不变 |
| CMCSA | COMCAST CORP NEW | $17.41万 | 0.03% | 7,091 | -113 | -1.6% | -$2,774 | 减仓 |
| IWV | ISHARES TR | $17.36万 | 0.03% | 407 | 1 | 0.2% | $427 | 加仓 |
| WDC | WESTERN DIGITAL CORP | $16.61万 | 0.03% | 260 | 19 | 7.9% | $1.21万 | 加仓 |
| INTU | INTUIT | $16.52万 | 0.03% | 633 | -100 | -13.6% | -$2.61万 | 减仓 |
| TEM | TEMPUS AI INC | $16.22万 | 0.03% | 2,800 | 0 | 0.0% | — | 不变 |
| TRV | TRAVELERS COMPANIES INC | $16.14万 | 0.03% | 489 | -8 | -1.6% | -$2,641 | 减仓 |
| ACN | ACCENTURE PLC IRELAND | $16.04万 | 0.03% | 1,289 | -240 | -15.7% | -$2.99万 | 减仓 |
| BSX | BOSTON SCIENTIFIC CORP | $15.70万 | 0.03% | 3,679 | -892 | -19.5% | -$3.81万 | 减仓 |
| IJR | ISHARES TR | $15.63万 | 0.03% | 1,054 | 40 | 3.9% | $5,932 | 加仓 |
| IEFA | ISHARES TR | $15.56万 | 0.03% | 1,611 | 168 | 11.6% | $1.62万 | 加仓 |
| WFC | WELLS FARGO & CO | $15.30万 | 0.03% | 1,852 | 0 | 0.0% | — | 不变 |
| MAR | MARRIOTT INTL INC NEW | $14.97万 | 0.03% | 404 | 4 | 1.0% | $1,482 | 加仓 |
| SPYG | SPDR SERIES TRUST | $14.55万 | 0.03% | 1,223 | 0 | 0.0% | — | 不变 |
| PPL | PPL CORP | $14.46万 | 0.03% | 3,946 | 0 | 0.0% | — | 不变 |
| TJX | TJX COS INC NEW | $14.09万 | 0.03% | 930 | 105 | 12.7% | $1.59万 | 加仓 |
| — | BLACKROCK MUNIHLDGS NJ QLTY | $13.93万 | 0.03% | 11,267 | 0 | 0.0% | — | 不变 |
| NOC | NORTHROP GRUMMAN CORP | $13.65万 | 0.02% | 268 | 0 | 0.0% | — | 不变 |
| APD | AIR PRODUCTS AND CHEMICALS I | $13.38万 | 0.02% | 456 | -498 | -52.2% | -$14.61万 | 减仓 |
| NFG | NATIONAL FUEL GAS CO | $13.22万 | 0.02% | 1,700 | 0 | 0.0% | — | 不变 |
| CI | THE CIGNA GROUP | $13.04万 | 0.02% | 473 | -4 | -0.8% | -$1,103 | 减仓 |
| CSGP | COSTAR GROUP INC | $13.04万 | 0.02% | 4,603 | -1,423 | -23.6% | -$4.03万 | 减仓 |
| VLO | VALERO ENERGY CORP | $12.74万 | 0.02% | 489 | 0 | 0.0% | — | 不变 |
| GM | GENERAL MTRS CO | $12.58万 | 0.02% | 1,632 | 0 | 0.0% | — | 不变 |