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
MU MICRON TECHNOLOGY INC $10.58万0.02%313 -20-6.0% -$6,760 减仓
PNW PINNACLE WEST CAP CORP $10.33万0.02%1,025 00.0% — 不变
SCHZ SCHWAB STRATEGIC TR $10.22万0.02%4,403 -5,874-57.2% -$13.64万 减仓
MKL MARKEL GROUP INC $9.57万0.02%50 00.0% — 不变
— WISDOMTREE TR $9.39万0.02%1,875 -1,125-37.5% -$5.64万 减仓
SUSA ISHARES TR $9.22万0.02%698 -10-1.4% -$1,321 减仓
CDW CDW CORP $9.08万0.02%750 -3-0.4% -$363 减仓
SRE SEMPRA $9.06万0.02%926 -106-10.3% -$1.04万 减仓
AIG AMERICAN INTL GROUP INC $9.05万0.02%1,203 00.0% — 不变
DELL DELL TECHNOLOGIES INC $8.75万0.02%533 00.0% — 不变
RCL ROYAL CARIBBEAN GROUP $8.58万0.02%310 00.0% — 不变
MSI MOTOROLA SOLUTIONS INC $8.57万0.02%197 -13-6.2% -$5,657 减仓
NSC NORFOLK SOUTHN CORP $8.47万0.02%295 -22-6.9% -$6,314 减仓
TOTL SSGA ACTIVE ETF TR $8.26万0.02%2,080 -460-18.1% -$1.83万 减仓
HIG HARTFORD INSURANCE GROUP INC $8.15万0.02%600 00.0% — 不变
IEMG ISHARES INC $8.13万0.02%1,166 00.0% — 不变
MINT PIMCO ETF TR $8.05万0.02%800 00.0% — 不变
NXPI NXP SEMICONDUCTORS N V $7.97万0.02%403 -4-1.0% -$792 减仓
PNC PNC FINL SVCS GROUP INC $7.95万0.02%382 -68-15.1% -$1.42万 减仓
DXJ WISDOMTREE TR $7.93万0.02%500 00.0% — 不变
EXC EXELON CORP $7.85万0.02%1,602 00.0% — 不变
PGR PROGRESSIVE CORP $7.57万0.01%382 00.0% — 不变
EMR EMERSON ELEC CO $7.52万0.01%574 -24-4.0% -$3,145 减仓
ALNY ALNYLAM PHARMACEUTICALS INC $7.48万0.01%226 5330.6% $1.75万 加仓
IEI ISHARES TR $7.41万0.01%625 -375-37.5% -$4.45万 减仓
TXRH TEXAS ROADHOUSE INC $7.38万0.01%447 00.0% — 不变
TMUS T-MOBILE US INC $7.27万0.01%346 -6-1.7% -$1,260 减仓
XYL XYLEM INC $7.17万0.01%600 00.0% — 不变
— WARNER BROS DISCOVERY INC $7.06万0.01%2,572 -114-4.2% -$3,130 减仓
RL RALPH LAUREN CORP $6.90万0.01%200 00.0% — 不变
QQQ INVESCO QQQ TR $6.75万0.01%117 -108-48.0% -$6.23万 减仓
PLTR PALANTIR TECHNOLOGIES INC $6.61万0.01%452 214.9% $3,072 加仓
WDC WESTERN DIGITAL CORP $6.52万0.01%241 00.0% — 不变
BIIB BIOGEN INC $6.34万0.01%346 00.0% — 不变
PM PHILIP MORRIS INTL INC $6.26万0.01%375 4212.6% $7,006 加仓
ATI ATI INC $6.11万0.01%420 00.0% — 不变
ITT ITT INC $5.96万0.01%312 00.0% — 不变
ED CONSOLIDATED EDISON INC $5.90万0.01%521 00.0% — 不变
LITE LUMENTUM HLDGS INC $5.83万0.01%83 -2-2.4% -$1,406 减仓
UBER UBER TECHNOLOGIES INC $5.75万0.01%799 -4,276-84.3% -$30.76万 减仓
NOW SERVICENOW INC $5.62万0.01%538 -72-11.8% -$7,528 减仓
LRCX LAM RESEARCH CORP $5.56万0.01%260 -61-19.0% -$1.30万 减仓
MPC MARATHON PETE CORP $5.52万0.01%226 00.0% — 不变
JCI JOHNSON CONTROLS INTERNATION $5.51万0.01%420 -58-12.1% -$7,613 减仓
INTC INTEL CORP $5.50万0.01%1,247 776.6% $3,398 加仓
LHX L3HARRIS TECHNOLOGIES INC $5.49万0.01%159 00.0% — 不变
ALL ALLSTATE CORP $5.48万0.01%263 -1,173-81.7% -$24.45万 减仓
SCHX SCHWAB STRATEGIC TR $5.38万0.01%2,100 00.0% — 不变
CCL CARNIVAL CORP $5.37万0.01%2,075 00.0% — 不变
DE DEERE & CO $5.37万0.01%95 2230.1% $1.24万 加仓
UL UNILEVER PLC $5.28万0.01%918 00.0% — 不变
BN BROOKFIELD CORP $5.25万0.01%1,297 00.0% — 不变
— GLOBAL X FDS $5.16万0.01%2,648 -16-0.6% -$312 减仓
ITA ISHARES TR $5.14万0.01%235 156.8% $3,281 加仓
APRW AIM ETF PRODUCTS TRUST $5.13万0.01%1,450 00.0% — 不变
XEL XCEL ENERGY INC $5.03万0.01%631 00.0% — 不变
PECO PHILLIPS EDISON & CO INC $5.00万0.01%1,333 00.0% — 不变
MMM 3M CO $4.95万0.01%341 00.0% — 不变
GD GENERAL DYNAMICS CORP $4.87万0.01%142 00.0% — 不变
REGN REGENERON PHARMACEUTICALS $4.87万0.01%63 23.3% $1,545 加仓
DG DOLLAR GEN CORP $4.84万0.01%408 -10-2.4% -$1,187 减仓
KMB KIMBERLY-CLARK CORP $4.83万0.01%494 -4-0.8% -$391 减仓
PHG KONINKLIJKE PHILIPS N V $4.62万0.01%1,685 00.0% — 不变
IP INTERNATIONAL PAPER CO $4.41万0.01%1,235 -8,511-87.3% -$30.38万 减仓
FIS FIDELITY NATL INFORMATION SV $4.37万0.01%931 -10-1.1% -$469 减仓
JCPB J P MORGAN EXCHANGE TRADED F $4.33万0.01%920 00.0% — 不变
KHC KRAFT HEINZ CO $4.33万0.01%1,925 00.0% — 不变
IWD ISHARES TR $4.29万0.01%201 00.0% — 不变
COHR COHERENT CORP $4.29万0.01%180 00.0% — 不变
ARKK ARK ETF TR $4.22万0.01%625 00.0% — 不变
PCAR PACCAR INC $4.22万0.01%365 00.0% — 不变
SNY SANOFI SA $4.10万0.01%850 00.0% — 不变
AXON AXON ENTERPRISE INC $3.99万0.01%94 00.0% — 不变
RSG REPUBLIC SVCS INC $3.99万0.01%182 -81-30.8% -$1.77万 减仓
DUK DUKE ENERGY CORP NEW $3.98万0.01%304 175.9% $2,226 加仓
CVLG COVENANT LOGISTICS GROUP INC $3.80万0.01%1,400 00.0% — 不变
BKNG BOOKING HOLDINGS INC $3.79万0.01%9 00.0% — 不变
SOLS SOLSTICE ADVANCED MATLS INC $3.77万0.01%495 -256-34.1% -$1.95万 减仓
CHCO CITY HLDG CO $3.75万0.01%314 00.0% — 不变
CTVA CORTEVA INC $3.73万0.01%445 -10,091-95.8% -$84.47万 减仓
ENVA ENOVA INTL INC $3.72万0.01%274 -15-5.2% -$2,037 减仓
CCJ CAMECO CORP $3.69万0.01%340 -160-32.0% -$1.74万 减仓
CARR CARRIER GLOBAL CORPORATION $3.64万0.01%647 -40-5.8% -$2,252 减仓
— SPDR SERIES TRUST $3.59万0.01%420 00.0% — 不变
CRM SALESFORCE INC $3.51万0.01%188 148.0% $2,613 加仓
NEM NEWMONT CORP $3.50万0.01%323 -15,357-97.9% -$166.25万 减仓
FCX FREEPORT MCMORAN INC $3.47万0.01%590 -20,207-97.2% -$118.78万 减仓
ORLY OREILLY AUTOMOTIVE INC $3.46万0.01%375 00.0% — 不变
MAIN MAIN STR CAP CORP $3.44万0.01%650 00.0% — 不变
IHI ISHARES TR $3.37万0.01%631 -59,174-98.9% -$315.69万 减仓
COR CENCORA INC $3.33万0.01%106 00.0% — 不变
SPYM SPDR SERIES TRUST $3.28万0.01%429 00.0% — 不变
GLW CORNING INC $3.28万0.01%241 00.0% — 不变
SLV ISHARES SILVER TR $3.27万0.01%480 -120-20.0% -$8,177 减仓
ULTA ULTA BEAUTY INC $3.24万0.01%62 00.0% — 不变
ZTS ZOETIS INC $3.22万0.01%272 00.0% — 不变
ITW ILLINOIS TOOL WKS INC $3.19万0.01%122 00.0% — 不变
TEL TE CONNECTIVITY PLC $3.19万0.01%153 00.0% — 不变
CDNS CADENCE DESIGN SYSTEM INC $3.03万0.01%109 00.0% — 不变
ROK ROCKWELL AUTOMATION INC $3.01万0.01%84 00.0% — 不变