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
FITB FIFTH THIRD BANCORP $1.21万0.00%259 7137.8% $3,327 加仓
VRSN VERISIGN INC $1.19万0.00%48 00.0% — 不变
DLTR DOLLAR TREE INC $1.18万0.00%108 00.0% — 不变
EQT EQT CORP $1.17万0.00%184 00.0% — 不变
APP APPLOVIN CORP $1.15万0.00%29 945.0% $3,582 加仓
LH LABCORP HOLDINGS INC $1.15万0.00%43 00.0% — 不变
RGA REINSURANCE GROUP AMER INC $1.14万0.00%56 11.8% $204 加仓
TRGP TARGA RES CORP $1.13万0.00%45 00.0% — 不变
FCFS FIRSTCASH HOLDINGS INC $1.13万0.00%60 00.0% — 不变
SNA SNAP ON INC $1.13万0.00%31 00.0% — 不变
VTRS VIATRIS INC $1.10万0.00%814 00.0% — 不变
DGX QUEST DIAGNOSTICS INC $1.10万0.00%56 00.0% — 不变
RSP INVESCO EXCHANGE TRADED FD T $1.08万0.00%56 00.0% — 不变
GPC GENUINE PARTS CO $1.07万0.00%100 -32-24.2% -$3,418 减仓
BAM BROOKFIELD ASSET MANAGMT LTD $1.07万0.00%240 -91-27.5% -$4,045 减仓
BP BP PLC $1.06万0.00%226 00.0% — 不变
ODFL OLD DOMINION FREIGHT LINE IN $1.06万0.00%54 -6-10.0% -$1,172 减仓
WAB WABTEC $1.05万0.00%42 00.0% — 不变
CTSH COGNIZANT TECHNOLOGY SOLUTIO $1.04万0.00%170 -7-4.0% -$429 减仓
FOX FOX CORP $1.04万0.00%195 -3-1.5% -$159 减仓
ADSK AUTODESK INC $1.03万0.00%43 00.0% — 不变
LNT ALLIANT ENERGY CORP $1.03万0.00%143 00.0% — 不变
DOW DOW HLDGS INC $1.02万0.00%245 -8,708-97.3% -$36.27万 减仓
AFL AFLAC INC $1.02万0.00%93 00.0% — 不变
DRI DARDEN RESTAURANTS INC $1.02万0.00%52 00.0% — 不变
APA APA CORPORATION $1.02万0.00%240 00.0% — 不变
RACE FERRARI N V $1.02万0.00%30 -39-56.5% -$1.32万 减仓
GLDM WORLD GOLD TR $1.01万0.00%109 00.0% — 不变
— WEBSTER FINL CORP $9,9280.00%143 32.1% $208 加仓
PAVE GLOBAL X FDS $9,9080.00%195 00.0% — 不变
RNR RENAISSANCERE HLDGS LTD $9,8090.00%33 00.0% — 不变
CMI CUMMINS INC $9,6850.00%18 00.0% — 不变
VOD VODAFONE GROUP PLC $9,6690.00%644 00.0% — 不变
CMS CMS ENERGY CORP $9,3880.00%121 00.0% — 不变
CHRW C H ROBINSON WORLDWIDE IN $9,3360.00%56 00.0% — 不变
TOL TOLL BROTHERS INC $9,2800.00%68 23.0% $273 加仓
SAP SAP SE $9,2460.00%54 -33-37.9% -$5,650 减仓
CRGY CRESCENT ENERGY COMPANY $9,2340.00%684 -92-11.9% -$1,242 减仓
ABNB AIRBNB INC $9,2190.00%73 -2,401-97.0% -$30.32万 减仓
HIMS HIMS & HERS HEALTH INC $9,1350.00%440 4010.0% $830 加仓
UHS UNIVERSAL HLTH SVCS INC $9,1280.00%51 00.0% — 不变
FISV FISERV INC $8,9850.00%161 128.1% $670 加仓
AVY AVERY DENNISON CORP $8,9800.00%52 00.0% — 不变
BX BLACKSTONE INC $8,9700.00%78 41110.8% $4,715 加仓
CPB THE CAMPBELLS COMPANY $8,9080.00%400 00.0% — 不变
CSX CSX CORP $8,8260.00%215 -156-42.0% -$6,404 减仓
NVT NVENT ELEC PLC $8,8180.00%75 00.0% — 不变
EPR EPR PPTYS $8,7930.00%176 00.0% — 不变
AAL AMERICAN AIRLINES GROUP INC $8,7430.00%814 141.8% $150 加仓
HUM HUMANA INC $8,7140.00%50 -5-9.1% -$871 减仓
DSM BNY MELLON STRATEGIC MUN BD $8,6970.00%1,447 00.0% — 不变
CFG CITIZENS FINL GROUP INC $8,6360.00%144 00.0% — 不变
CPT CAMDEN PPTY TR $8,5890.00%87 00.0% — 不变
DHI D R HORTON INC $8,5080.00%62 00.0% — 不变
VMC VULCAN MATLS CO $8,4430.00%31 -2,035-98.5% -$55.42万 减仓
MET METLIFE INC $8,4430.00%119 -8-6.3% -$568 减仓
BHP BHP BILLITON LIMITED $8,4380.00%116 1616.0% $1,164 加仓
UTHR UNITED THERAPEUTICS CORP DEL $8,3020.00%14 00.0% — 不变
OMC OMNICOM GROUP INC $8,2950.00%109 -20-15.5% -$1,522 减仓
MP MP MATERIALS CORP $8,2530.00%171 -3-1.7% -$145 减仓
SEIC SEI INVTS CO $8,2400.00%105 00.0% — 不变
PTEN PATTERSON-UTI ENERGY INC $8,2310.00%760 00.0% — 不变
VWO VANGUARD INTL EQUITY INDEX F $8,1620.00%151 -27-15.2% -$1,459 减仓
AWK AMERICAN WTR WKS CO INC NEW $8,0300.00%59 00.0% — 不变
DVY ISHARES TR $7,8740.00%52 00.0% — 不变
IDXX IDEXX LABS INC $7,8670.00%14 00.0% — 不变
NCLH NORWEGIAN CRUISE LINE HLDGS $7,7810.00%416 00.0% — 不变
ACM AECOM $7,7190.00%91 -3,602-97.5% -$30.55万 减仓
SLG SL GREEN RLTY CORP $7,6470.00%207 94.5% $332 加仓
CBOE CBOE GLOBAL MKTS INC $7,5890.00%27 00.0% — 不变
HAS HASBRO INC $7,5820.00%81 00.0% — 不变
SNPS SYNOPSYS INC $7,5340.00%19 318.8% $1,190 加仓
FICO FAIR ISAAC CORP $7,4730.00%7 -1-12.5% -$1,068 减仓
DVA DAVITA INC $7,3780.00%48 00.0% — 不变
DTE DTE ENERGY CO $7,3700.00%50 -3-5.7% -$442 减仓
NEOG NEOGEN CORP $7,3400.00%790 00.0% — 不变
ORI OLD REP INTL CORP $7,3020.00%183 00.0% — 不变
PNR PENTAIR PLC $7,1910.00%83 00.0% — 不变
NTRS NORTHERN TR CORP $7,1590.00%51 00.0% — 不变
JKHY HENRY JACK & ASSOC INC $7,1120.00%45 00.0% — 不变
ENB ENBRIDGE INC $7,0930.00%131 00.0% — 不变
CACI CACI INTL INC $7,0710.00%13 00.0% — 不变
MOH MOLINA HEALTHCARE INC $7,0650.00%53 2165.6% $2,799 加仓
TSCO TRACTOR SUPPLY CO $7,0220.00%155 00.0% — 不变
CNI CANADIAN NATL RY CO $6,9890.00%68 00.0% — 不变
MRNA MODERNA INC $6,9600.00%137 00.0% — 不变
— GLOBAL X FDS $6,9590.00%161 10.6% $43 加仓
XHR XENIA HOTELS & RESORTS INC $6,9470.00%464 00.0% — 不变
SNOW SNOWFLAKE INC $6,9390.00%46 -4-8.0% -$603 减仓
DASH DOORDASH INC $6,9080.00%46 -1,163-96.2% -$17.47万 减仓
BBY BEST BUY INC $6,9070.00%106 00.0% — 不变
FIX COMFORT SYS USA INC $6,8950.00%5 00.0% — 不变
CLH CLEAN HARBORS INC $6,8820.00%24 00.0% — 不变
OKE ONEOK INC NEW $6,8700.00%76 00.0% — 不变
AES AES CORP $6,8200.00%484 00.0% — 不变
TTMI TTM TECHNOLOGIES INC $6,8200.00%70 70— $6,820 新建仓
RCAT RED CAT HLDGS INC $6,8070.00%520 00.0% — 不变
SPOT SPOTIFY TECHNOLOGY S A $6,7890.00%14 00.0% — 不变
ARWR ARROWHEAD PHARMACEUTICALS IN $6,7090.00%107 77.0% $439 加仓
ASML ASML HLDG NV $6,6050.00%5 -20-80.0% -$2.64万 减仓