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
SPBO SPDR SERIES TRUST $12.44万0.02%4,283 00.0% — 不变
WY WEYERHAEUSER CO $12.19万0.02%5,091 -2,393-32.0% -$5.73万 减仓
MAA MID-AMER APT CMNTYS INC $12.09万0.02%870 -760-46.6% -$10.56万 减仓
SCHD SCHWAB STRATEGIC TR $11.84万0.02%3,732 00.0% — 不变
PRU PRUDENTIAL FINL INC $11.71万0.02%1,085 -65-5.7% -$7,016 减仓
SCHZ SCHWAB STRATEGIC TR $11.69万0.02%5,053 65014.8% $1.50万 加仓
WEC WEC ENERGY GROUP INC $11.40万0.02%976 00.0% — 不变
NXPI NXP SEMICONDUCTORS N V $11.34万0.02%402 -1-0.2% -$282 减仓
TXT TEXTRON INC $11.29万0.02%1,231 00.0% — 不变
PNW PINNACLE WEST CAP CORP $10.97万0.02%1,025 00.0% — 不变
SUSA ISHARES TR $10.77万0.02%698 00.0% — 不变
CDW CDW CORP $10.55万0.02%750 00.0% — 不变
IEMG ISHARES INC $10.45万0.02%1,262 968.2% $7,953 加仓
RCL ROYAL CARIBBEAN GROUP $10.05万0.02%315 51.6% $1,595 加仓
MKL MARKEL GROUP INC $9.77万0.02%50 00.0% — 不变
NSC NORFOLK SOUTHN CORP $9.37万0.02%298 31.0% $944 加仓
PNC PNC FINL SVCS GROUP INC $9.36万0.02%380 -2-0.5% -$492 减仓
AIG AMERICAN INTL GROUP INC $8.79万0.02%1,180 -23-1.9% -$1,714 减仓
DXJ WISDOMTREE TR $8.68万0.02%500 00.0% — 不变
SRE SEMPRA $8.65万0.02%926 00.0% — 不变
TXRH TEXAS ROADHOUSE INC $8.64万0.02%447 00.0% — 不变
PGR PROGRESSIVE CORP $8.34万0.02%382 00.0% — 不变
ATI ATI INC $8.28万0.02%420 00.0% — 不变
PM PHILIP MORRIS INTL INC $8.10万0.01%444 6918.4% $1.26万 加仓
EMR EMERSON ELEC CO $8.07万0.01%564 -10-1.7% -$1,432 减仓
MINT PIMCO ETF TR $8.06万0.01%800 00.0% — 不变
RL RALPH LAUREN CORP $8.05万0.01%200 00.0% — 不变
HIG HARTFORD INSURANCE GROUP INC $7.99万0.01%600 00.0% — 不变
XLRE SELECT SECTOR SPDR TR $7.92万0.01%1,799 -2,326-56.4% -$10.24万 减仓
ICVT ISHARES TR $7.84万0.01%644 -296,945-99.8% -$3,615.03万 减仓
WM WASTE MGMT INC DEL $7.80万0.01%350 -1,444-80.5% -$32.19万 减仓
CRWD CROWDSTRIKE HLDGS INC $7.71万0.01%101 3246.4% $2.44万 加仓
XLY SELECT SECTOR SPDR TR $7.69万0.01%656 -114,125-99.4% -$1,338.46万 减仓
LITE LUMENTUM HLDGS INC $7.64万0.01%89 67.2% $5,148 加仓
BIIB BIOGEN INC $7.56万0.01%350 41.2% $864 加仓
EXC EXELON CORP $7.31万0.01%1,568 -34-2.1% -$1,585 减仓
XYL XYLEM INC $7.09万0.01%600 00.0% — 不变
QQQ INVESCO QQQ TR $6.78万0.01%92 -25-21.4% -$1.84万 减仓
— WARNER BROS DISCOVERY INC $6.72万0.01%2,521 -51-2.0% -$1,360 减仓
ENVA ENOVA INTL INC $6.55万0.01%272 -2-0.7% -$481 减仓
GLW CORNING INC $6.49万0.01%254 135.4% $3,321 加仓
AXON AXON ENTERPRISE INC $6.45万0.01%115 2122.3% $1.18万 加仓
JCI JOHNSON CONTROLS INTERNATION $6.30万0.01%430 102.4% $1,464 加仓
ALL ALLSTATE CORP $6.29万0.01%263 00.0% — 不变
CVLG COVENANT LOGISTICS GROUP INC $6.19万0.01%1,400 00.0% — 不变
ITT ITT INC $6.18万0.01%312 00.0% — 不变
SCHX SCHWAB STRATEGIC TR $6.18万0.01%2,100 00.0% — 不变
MRVL MARVELL TECHNOLOGY INC $6.08万0.01%204 42.0% $1,192 加仓
EWY ISHARES INC $6.06万0.01%300 10050.0% $2.02万 加仓
ALNY ALNYLAM PHARMACEUTICALS INC $6.05万0.01%201 -25-11.1% -$7,526 减仓
DE DEERE & CO $6.04万0.01%95 00.0% — 不变
— GLOBAL X FDS $6.02万0.01%2,648 00.0% — 不变
CCL CARNIVAL CORP LTD $5.93万0.01%2,075 2,075— $5.93万 新建仓
TMUS T-MOBILE US INC $5.80万0.01%346 00.0% — 不变
MPC MARATHON PETE CORP $5.78万0.01%226 00.0% — 不变
ED CONSOLIDATED EDISON INC $5.76万0.01%521 00.0% — 不变
PLTR PALANTIR TECHNOLOGIES INC $5.68万0.01%487 357.7% $4,084 加仓
MMM 3M CO $5.67万0.01%350 92.6% $1,457 加仓
PECO PHILLIPS EDISON & CO INC $5.56万0.01%1,333 00.0% — 不变
BN BROOKFIELD CORP $5.52万0.01%1,297 00.0% — 不变
UL UNILEVER PLC $5.52万0.01%918 00.0% — 不变
KMB KIMBERLY-CLARK CORP $5.45万0.01%491 -3-0.6% -$333 减仓
APRW AIM ETF PRODUCTS TRUST $5.39万0.01%1,450 00.0% — 不变
ITA ISHARES TR $5.33万0.01%220 -15-6.4% -$3,636 减仓
XEL XCEL ENERGY INC $5.08万0.01%631 00.0% — 不变
ARKK ARK ETF TR $5.05万0.01%625 00.0% — 不变
WTAI WISDOMTREE TR $4.98万0.01%1,050 00.0% — 不变
AGG ISHARES TR $4.92万0.01%497 4833,450.0% $4.78万 加仓
TOTL SSGA ACTIVE ETF TR $4.89万0.01%1,240 -840-40.4% -$3.32万 减仓
F FORD MTR CO $4.87万0.01%3,507 1,00039.9% $1.39万 加仓
IWD ISHARES TR $4.87万0.01%201 00.0% — 不变
CARR CARRIER GLOBAL CORPORATION $4.84万0.01%660 132.0% $954 加仓
DG DOLLAR GEN CORP $4.75万0.01%413 51.2% $576 加仓
PHG KONINKLIJKE PHILIPS N V $4.75万0.01%1,747 623.7% $1,686 加仓
TER TERADYNE INC $4.74万0.01%98 22.1% $968 加仓
— SPDR SERIES TRUST $4.72万0.01%420 00.0% — 不变
PANW PALO ALTO NETWORKS INC $4.64万0.01%136 5772.2% $1.94万 加仓
LHX L3HARRIS TECHNOLOGIES INC $4.62万0.01%159 00.0% — 不变
KHC KRAFT HEINZ CO $4.55万0.01%1,925 00.0% — 不变
PCAR PACCAR INC $4.38万0.01%365 00.0% — 不变
JCPB J P MORGAN EXCHANGE TRADED F $4.32万0.01%920 00.0% — 不变
SHW SHERWIN WILLIAMS CO $4.28万0.01%124 -847-87.2% -$29.20万 减仓
IP INTERNATIONAL PAPER CO $4.26万0.01%1,118 -117-9.5% -$4,458 减仓
ROK ROCKWELL AUTOMATION INC $4.26万0.01%86 22.4% $990 加仓
CDNS CADENCE DESIGN SYSTEM INC $4.17万0.01%111 21.8% $751 加仓
CHCO CITY HLDG CO $4.16万0.01%314 00.0% — 不变
BKNG BOOKING HOLDINGS INC $4.05万0.01%227 20.9% $356 加仓
DAL DELTA AIR LINES INC $3.99万0.01%426 00.0% — 不变
NOW SERVICENOW INC $3.97万0.01%400 -138-25.7% -$1.37万 减仓
RSG REPUBLIC SVCS INC $3.94万0.01%185 31.6% $639 加仓
REGN REGENERON PHARMACEUTICALS $3.93万0.01%63 00.0% — 不变
DUK DUKE ENERGY CORP NEW $3.85万0.01%304 00.0% — 不变
UBER UBER TECHNOLOGIES INC $3.80万0.01%527 -272-34.0% -$1.96万 减仓
THC TENET HEALTHCARE CORP $3.78万0.01%202 -1,768-89.7% -$33.08万 减仓
SPYM SPDR SERIES TRUST $3.77万0.01%429 00.0% — 不变
XBI SPDR SERIES TRUST $3.73万0.01%236 00.0% — 不变
FPX FIRST TR EXCHANGE-TRADED FD $3.65万0.01%177 00.0% — 不变
SNY SANOFI SA $3.63万0.01%850 00.0% — 不变
ORLY OREILLY AUTOMOTIVE INC $3.58万0.01%389 143.7% $1,289 加仓
FIS FIDELITY NATL INFORMATION SV $3.52万0.01%905 -26-2.8% -$1,011 减仓