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 |
|---|---|---|---|---|---|---|---|---|
| HPE | HEWLETT PACKARD ENTERPRISE C | $3.49万 | 0.01% | 771 | 0 | 0.0% | — | 不变 |
| AHR | AMERICAN HEALTHCARE REIT INC | $3.45万 | 0.01% | 658 | -1,850 | -73.8% | -$9.69万 | 减仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $3.45万 | 0.01% | 89 | -416 | -82.4% | -$16.11万 | 减仓 |
| VLY | VALLEY NATL BANCORP | $3.39万 | 0.01% | 2,300 | 0 | 0.0% | — | 不变 |
| ITW | ILLINOIS TOOL WKS INC | $3.37万 | 0.01% | 124 | 2 | 1.6% | $544 | 加仓 |
| MAIN | MAIN STR CAP CORP | $3.37万 | 0.01% | 650 | 0 | 0.0% | — | 不变 |
| CTVA | CORTEVA INC | $3.25万 | 0.01% | 384 | -61 | -13.7% | -$5,166 | 减仓 |
| FCX | FREEPORT MCMORAN INC | $3.23万 | 0.01% | 513 | -77 | -13.1% | -$4,843 | 减仓 |
| MO | ALTRIA GROUP INC | $3.21万 | 0.01% | 439 | -4,411 | -90.9% | -$32.23万 | 减仓 |
| VOE | VANGUARD INDEX FDS | $3.14万 | 0.01% | 159 | 0 | 0.0% | — | 不变 |
| TEL | TE CONNECTIVITY PLC | $3.14万 | 0.01% | 156 | 3 | 2.0% | $604 | 加仓 |
| TGT | TARGET CORP | $3.12万 | 0.01% | 239 | 19 | 8.6% | $2,482 | 加仓 |
| COR | CENCORA INC | $3.08万 | 0.01% | 109 | 3 | 2.8% | $849 | 加仓 |
| AJG | GALLAGHER ARTHUR J & CO | $3.08万 | 0.01% | 134 | 0 | 0.0% | — | 不变 |
| FTNT | FORTINET INC | $3.07万 | 0.01% | 200 | 14 | 7.5% | $2,151 | 加仓 |
| OGN | ORGANON & CO | $3.03万 | 0.01% | 2,240 | 137 | 6.5% | $1,855 | 加仓 |
| IBB | ISHARES TR | $3.02万 | 0.01% | 159 | 0 | 0.0% | — | 不变 |
| TD | TORONTO DOMINION BK ONT | $2.96万 | 0.01% | 244 | 0 | 0.0% | — | 不变 |
| ULTA | ULTA BEAUTY INC | $2.89万 | 0.01% | 64 | 2 | 3.2% | $902 | 加仓 |
| SCHW | SCHWAB CHARLES CORP | $2.82万 | 0.01% | 306 | 101 | 49.3% | $9,319 | 加仓 |
| MRSH | MARSH & MCLENNAN COS INC | $2.82万 | 0.01% | 169 | -1,220 | -87.8% | -$20.38万 | 减仓 |
| ROST | ROSS STORES INC | $2.81万 | 0.01% | 132 | 5 | 3.9% | $1,064 | 加仓 |
| PH | PARKER-HANNIFIN CORP | $2.74万 | 0.00% | 28 | 0 | 0.0% | — | 不变 |
| SO | SOUTHERN CO | $2.74万 | 0.00% | 286 | 0 | 0.0% | — | 不变 |
| FROG | JFROG LTD | $2.73万 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| NUE | NUCOR CORP | $2.61万 | 0.00% | 117 | -19 | -14.0% | -$4,243 | 减仓 |
| SLV | ISHARES SILVER TR | $2.57万 | 0.00% | 480 | 0 | 0.0% | — | 不变 |
| FDX | FEDEX CORP | $2.51万 | 0.00% | 80 | 0 | 0.0% | — | 不变 |
| AKAM | AKAMAI TECHNOLOGIES INC | $2.48万 | 0.00% | 210 | 0 | 0.0% | — | 不变 |
| BUD | ANHEUSER BUSCH INBEV SA NV | $2.47万 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| SOXQ | INVESCO EXCH TRADED FD TR II | $2.47万 | 0.00% | 220 | 220 | — | $2.47万 | 新建仓 |
| PWR | QUANTA SVCS INC | $2.45万 | 0.00% | 34 | 2 | 6.2% | $1,440 | 加仓 |
| AME | AMETEK INC | $2.42万 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| ROAD | CONSTRUCTION PARTNERS INC | $2.38万 | 0.00% | 200 | 200 | — | $2.38万 | 新建仓 |
| IHI | ISHARES TR | $2.33万 | 0.00% | 471 | -160 | -25.4% | -$7,906 | 减仓 |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $2.31万 | 0.00% | 66 | 0 | 0.0% | — | 不变 |
| RYN | RAYONIER INC | $2.30万 | 0.00% | 1,079 | 0 | 0.0% | — | 不变 |
| AEE | AMEREN CORP | $2.29万 | 0.00% | 203 | 0 | 0.0% | — | 不变 |
| COF | CAPITAL ONE FINL CORP | $2.27万 | 0.00% | 113 | 0 | 0.0% | — | 不变 |
| KR | KROGER CO | $2.25万 | 0.00% | 406 | 0 | 0.0% | — | 不变 |
| AZO | AUTOZONE INC | $2.24万 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| UMAC | UNUSUAL MACHS INC | $2.18万 | 0.00% | 979 | 0 | 0.0% | — | 不变 |
| HPQ | HP INC | $2.18万 | 0.00% | 981 | 0 | 0.0% | — | 不变 |
| OTIS | OTIS WORLDWIDE CORP | $2.18万 | 0.00% | 304 | 11 | 3.8% | $788 | 加仓 |
| MTDR | MATADOR RES CO | $2.12万 | 0.00% | 426 | 0 | 0.0% | — | 不变 |
| NEM | NEWMONT CORP | $2.12万 | 0.00% | 227 | -96 | -29.7% | -$8,967 | 减仓 |
| GNRC | GENERAC HLDGS INC | $2.11万 | 0.00% | 72 | 0 | 0.0% | — | 不变 |
| WAT | WATERS CORP | $2.06万 | 0.00% | 55 | 0 | 0.0% | — | 不变 |
| CRM | SALESFORCE INC | $2.04万 | 0.00% | 130 | -58 | -30.9% | -$9,123 | 减仓 |
| EBAY | EBAY INC. | $2.02万 | 0.00% | 181 | 11 | 6.5% | $1,229 | 加仓 |
| WMB | WILLIAMS COS INC | $2.02万 | 0.00% | 272 | 0 | 0.0% | — | 不变 |
| WWD | WOODWARD INC | $2.00万 | 0.00% | 47 | 0 | 0.0% | — | 不变 |
| HUM | HUMANA INC | $1.99万 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| NVG | NUVEEN AMT FREE MUN CR INC F | $1.98万 | 0.00% | 1,540 | 0 | 0.0% | — | 不变 |
| CAH | CARDINAL HEALTH INC | $1.95万 | 0.00% | 82 | 4 | 5.1% | $950 | 加仓 |
| CLX | CLOROX CO DEL | $1.91万 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| VOT | VANGUARD INDEX FDS | $1.90万 | 0.00% | 62 | 0 | 0.0% | — | 不变 |
| CHD | CHURCH & DWIGHT CO INC | $1.89万 | 0.00% | 195 | 11 | 6.0% | $1,066 | 加仓 |
| VKQ | INVESCO MUNICIPAL TRUST | $1.85万 | 0.00% | 1,843 | 0 | 0.0% | — | 不变 |
| — | SILVERCREST ASSET MGMT GROUP | $1.82万 | 0.00% | 1,800 | 0 | 0.0% | — | 不变 |
| TFC | TRUIST FINL CORP | $1.81万 | 0.00% | 364 | 0 | 0.0% | — | 不变 |
| SIG | SIGNET JEWELERS LIMITED | $1.74万 | 0.00% | 202 | 5 | 2.5% | $431 | 加仓 |
| DLTR | DOLLAR TREE INC | $1.73万 | 0.00% | 143 | 35 | 32.4% | $4,234 | 加仓 |
| NRG | NRG ENERGY INC | $1.72万 | 0.00% | 118 | 0 | 0.0% | — | 不变 |
| UITB | VICTORY PORTFOLIOS II | $1.71万 | 0.00% | 364 | 0 | 0.0% | — | 不变 |
| CMPX | COMPASS THERAPEUTICS INC | $1.70万 | 0.00% | 7,750 | 7,750 | — | $1.70万 | 新建仓 |
| BIDU | BAIDU INC | $1.69万 | 0.00% | 148 | 0 | 0.0% | — | 不变 |
| RJF | RAYMOND JAMES FINL INC | $1.69万 | 0.00% | 111 | 0 | 0.0% | — | 不变 |
| ALC | ALCON AG | $1.68万 | 0.00% | 251 | 0 | 0.0% | — | 不变 |
| OHI | OMEGA HEALTHCARE INVS INC | $1.68万 | 0.00% | 352 | 5 | 1.4% | $238 | 加仓 |
| CW | CURTISS WRIGHT CORP | $1.67万 | 0.00% | 22 | 0 | 0.0% | — | 不变 |
| PAYX | PAYCHEX INC | $1.66万 | 0.00% | 169 | -12 | -6.6% | -$1,180 | 减仓 |
| USMV | ISHARES TR | $1.66万 | 0.00% | 172 | 0 | 0.0% | — | 不变 |
| APP | APPLOVIN CORP | $1.65万 | 0.00% | 32 | 3 | 10.3% | $1,546 | 加仓 |
| ZTS | ZOETIS INC | $1.65万 | 0.00% | 229 | -43 | -15.8% | -$3,090 | 减仓 |
| SOLS | SOLSTICE ADVANCED MATLS INC | $1.63万 | 0.00% | 184 | -311 | -62.8% | -$2.76万 | 减仓 |
| WCN | WASTE CONNECTIONS INC | $1.62万 | 0.00% | 97 | 0 | 0.0% | — | 不变 |
| MLM | MARTIN MARIETTA MATLS INC | $1.61万 | 0.00% | 28 | 1 | 3.7% | $577 | 加仓 |
| YUM | YUM BRANDS INC | $1.61万 | 0.00% | 101 | 0 | 0.0% | — | 不变 |
| CSL | CARLISLE COS INC | $1.60万 | 0.00% | 44 | 0 | 0.0% | — | 不变 |
| FAST | FASTENAL CO | $1.58万 | 0.00% | 329 | 23 | 7.5% | $1,105 | 加仓 |
| UPS | UNITED PARCEL SVCS INC | $1.58万 | 0.00% | 147 | 12 | 8.9% | $1,290 | 加仓 |
| SHEL | SHELL PLC | $1.55万 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| CINF | CINCINNATI FINL CORP | $1.54万 | 0.00% | 83 | 0 | 0.0% | — | 不变 |
| STZ | CONSTELLATION BRANDS INC | $1.53万 | 0.00% | 110 | -20 | -15.4% | -$2,782 | 减仓 |
| OXY | OCCIDENTAL PETE CORP | $1.53万 | 0.00% | 313 | 50 | 19.0% | $2,442 | 加仓 |
| HIMS | HIMS & HERS HEALTH INC | $1.53万 | 0.00% | 440 | 0 | 0.0% | — | 不变 |
| WRB | BERKLEY W R CORP | $1.52万 | 0.00% | 214 | 0 | 0.0% | — | 不变 |
| AAL | AMERICAN AIRLINES GROUP INC | $1.51万 | 0.00% | 836 | 22 | 2.7% | $398 | 加仓 |
| MTB | M & T BK CORP | $1.50万 | 0.00% | 63 | 0 | 0.0% | — | 不变 |
| INCY | INCYTE CORP | $1.50万 | 0.00% | 132 | 0 | 0.0% | — | 不变 |
| ECL | ECOLAB INC | $1.48万 | 0.00% | 53 | -26 | -32.9% | -$7,263 | 减仓 |
| USB | US BANCORP | $1.48万 | 0.00% | 243 | 0 | 0.0% | — | 不变 |
| HSY | HERSHEY CO | $1.47万 | 0.00% | 84 | 6 | 7.7% | $1,053 | 加仓 |
| AMP | AMERIPRISE FINL INC | $1.47万 | 0.00% | 32 | 0 | 0.0% | — | 不变 |
| D | DOMINION ENERGY INC | $1.46万 | 0.00% | 214 | 0 | 0.0% | — | 不变 |
| FITB | FIFTH THIRD BANCORP | $1.45万 | 0.00% | 256 | -3 | -1.2% | -$170 | 减仓 |
| FPE | FIRST TR EXCH TRADED FD III | $1.43万 | 0.00% | 800 | 0 | 0.0% | — | 不变 |
| PFS | PROVIDENT FINL SVCS INC | $1.42万 | 0.00% | 599 | 22 | 3.8% | $520 | 加仓 |
| KMI | KINDER MORGAN INC DEL | $1.41万 | 0.00% | 441 | 0 | 0.0% | — | 不变 |