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
EL LAUDER ESTEE COS INC $6,5320.00%91 -11-10.8% -$790 减仓
STOK STOKE THERAPEUTICS INC $6,5120.00%200 00.0% — 不变
ANET ARISTA NETWORKS INC $6,5080.00%53 00.0% — 不变
AA ALCOA CORP $6,5010.00%98 44.3% $265 加仓
SKYW SKYWEST INC $6,4290.00%70 00.0% — 不变
GEHC GE HEALTHCARE TECHNOLOGIES I $6,4120.00%90 -6-6.2% -$427 减仓
VEA VANGUARD TAX-MANAGED FDS $6,4080.00%100 00.0% — 不变
YUMC YUM CHINA HLDGS INC $6,3420.00%130 00.0% — 不变
EXPD EXPEDITORS INTL WASH INC $6,3030.00%44 00.0% — 不变
EVR EVERCORE INC $6,2690.00%21 00.0% — 不变
CHTR CHARTER COMMUNICATIONS INC $6,2620.00%29 626.1% $1,296 加仓
TT TRANE TECHNOLOGIES PLC $6,2520.00%15 -35-70.0% -$1.46万 减仓
CE CELANESE CORP DEL $6,2490.00%95 1011.8% $658 加仓
UGI UGI CORP NEW $6,1820.00%168 53.1% $184 加仓
STLD STEEL DYNAMICS INC $6,1300.00%34 -5,350-99.4% -$96.46万 减仓
GSIE GOLDMAN SACHS ETF TR $6,0880.00%141 -150-51.5% -$6,477 减仓
NVO NOVO-NORDISK A S $6,0370.00%159 -220-58.0% -$8,353 减仓
— COTERRA ENERGY INC $6,0090.00%171 -19-10.0% -$668 减仓
DECK DECKERS OUTDOOR CORP $6,0060.00%60 -28-31.8% -$2,803 减仓
EXPE EXPEDIA GROUP INC $6,0040.00%26 00.0% — 不变
DKS DICKS SPORTING GOODS INC $5,9870.00%30 13.4% $200 加仓
LEO BNY MELLON STRATEGIC MUNS IN $5,9760.00%950 00.0% — 不变
ZM ZOOM COMMUNICATIONS INC $5,9490.00%74 00.0% — 不变
MUB ISHARES TR $5,9450.00%56 00.0% — 不变
MUSA MURPHY USA INC $5,9280.00%12 19.1% $494 加仓
EOG EOG RES INC $5,9280.00%41 00.0% — 不变
ARQT ARCUTIS BIOTHERAPEUTICS INC $5,8900.00%250 6031.6% $1,414 加仓
AIZ ASSURANT INC $5,8810.00%27 00.0% — 不变
TDS TELEPHONE & DATA SYS INC $5,8520.00%139 96.9% $379 加仓
SONY SONY GROUP CORP $5,7960.00%280 -295-51.3% -$6,106 减仓
SMCI SUPER MICRO COMPUTER INC $5,6700.00%249 -1,000-80.1% -$2.28万 减仓
— EMPIRE ST RLTY OP L P $5,6600.00%1,123 00.0% — 不变
CLF CLEVELAND-CLIFFS INC NEW $5,6450.00%668 00.0% — 不变
DOV DOVER CORP $5,6290.00%27 00.0% — 不变
KEY KEYCORP $5,5740.00%278 00.0% — 不变
— INVESCO EXCHANGE TRADED FD T $5,5430.00%70 00.0% — 不变
SCHH SCHWAB STRATEGIC TR $5,5190.00%257 20.8% $43 加仓
TYL TYLER TECHNOLOGIES INC $5,4790.00%16 00.0% — 不变
MPWR MONOLITHIC PWR SYS INC $5,4770.00%5 00.0% — 不变
BROS DUTCH BROS INC $5,4210.00%107 107— $5,421 新建仓
NNI NELNET INC $5,4170.00%42 00.0% — 不变
INSM INSMED INC $5,3970.00%33 00.0% — 不变
INDB INDEPENDENT BK CORP MASS $5,3860.00%71 00.0% — 不变
EVRG EVERGY INC $5,3250.00%65 00.0% — 不变
KDP KEURIG DR PEPPER INC $5,2330.00%197 00.0% — 不变
L LOEWS CORP $5,2310.00%49 00.0% — 不变
MELI MERCADOLIBRE INC $5,1880.00%3 -15-83.3% -$2.59万 减仓
PHM PULTE GROUP INC $5,1870.00%44 -5-10.2% -$589 减仓
INGR INGREDION INC $5,1830.00%46 00.0% — 不变
ZBH ZIMMER BIOMET HOLDINGS INC $5,1680.00%57 -28-32.9% -$2,539 减仓
SRTA STRATA CRITICAL MEDICAL INC $5,1210.00%1,225 00.0% — 不变
CASY CASEYS GEN STORES INC $5,0960.00%7 00.0% — 不变
HSIC SCHEIN HENRY INC $5,0870.00%69 00.0% — 不变
HWM HOWMET AEROSPACE INC $5,0710.00%22 969.2% $2,074 加仓
RPM RPM INTL INC $5,0700.00%51 24.1% $199 加仓
SANM SANMINA CORP $5,0560.00%39 38.3% $389 加仓
MKSI MKS INC. $5,0560.00%22 00.0% — 不变
ZION ZIONS BANCORPORATION NATL AS $5,0130.00%87 33.6% $173 加仓
CRL CHARLES RIV LABS INTL INC $5,0030.00%29 00.0% — 不变
CGNX COGNEX CORP $4,9970.00%102 00.0% — 不变
MKC MCCORMICK & CO INC $4,8930.00%97 -3-3.0% -$151 减仓
DVN DEVON ENERGY CORP NEW $4,7810.00%95 00.0% — 不变
LNC LINCOLN NATL CORP IND $4,7570.00%134 1714.5% $604 加仓
TPL TEXAS PACIFIC LAND CORPORATI $4,7460.00%10 10— $4,746 新建仓
BDX BECTON DICKINSON & CO $4,7180.00%30 -18-37.5% -$2,831 减仓
ALB ALBEMARLE CORP $4,6790.00%26 00.0% — 不变
PBF PBF ENERGY INC $4,6670.00%98 00.0% — 不变
FTV FORTIVE CORP $4,6440.00%84 00.0% — 不变
VSNT VERSANT MEDIA GROUP INC $4,6290.00%125 125— $4,629 新建仓
SM SM ENERGY COMPANY $4,5840.00%147 147— $4,584 新建仓
— DTF TAX-FREE INCOME 2028 TER $4,5800.00%400 00.0% — 不变
HLT HILTON WORLDWIDE HLDGS INC $4,5620.00%15 00.0% — 不变
IEX IDEX CORP $4,5500.00%24 00.0% — 不变
JOBY JOBY AVIATION INC $4,5430.00%550 00.0% — 不变
MCHP MICROCHIP TECHNOLOGY INC. $4,5240.00%70 00.0% — 不变
VLTO VERALTO CORP $4,5170.00%51 -2-3.8% -$177 减仓
BLOK AMPLIFY ETF TR $4,4830.00%90 00.0% — 不变
SIRI SIRIUSXM HOLDINGS INC $4,4780.00%194 00.0% — 不变
IRDM IRIDIUM COMMUNICATIONS INC $4,4670.00%161 00.0% — 不变
GSK GSK PLC $4,4540.00%80 00.0% — 不变
HAL HALLIBURTON CO $4,4450.00%114 -223-66.2% -$8,695 减仓
LKQ LKQ CORP $4,4060.00%150 1410.3% $411 加仓
FHN FIRST HORIZON CORPORATION $4,4030.00%192 94.9% $206 加仓
BWA BORGWARNER INC $4,3960.00%81 56.6% $271 加仓
CAG CONAGRA BRANDS INC $4,3710.00%278 00.0% — 不变
GWW WW GRAINGER INC $4,3640.00%4 -7-63.6% -$7,637 减仓
TECK TECK RESOURCES LTD $4,3470.00%84 -156-65.0% -$8,073 减仓
SFM SPROUTS FMRS MKT INC $4,3200.00%56 612.0% $463 加仓
EZPW EZCORP INC $4,3150.00%170 00.0% — 不变
HTZ HERTZ GLOBAL HLDGS INC $4,3020.00%933 00.0% — 不变
CHKP CHECK POINT SOFTWARE TECH LT $4,2860.00%30 00.0% — 不变
EXE EXPAND ENERGY CORPORATION $4,2820.00%39 -1-2.5% -$110 减仓
EWBC EAST WEST BANCORP INC $4,2710.00%40 00.0% — 不变
GH GUARDANT HEALTH INC $4,2500.00%46 00.0% — 不变
VMO INVESCO MUN OPPORTUNIT TR $4,2300.00%445 00.0% — 不变
TKR TIMKEN CO $4,2240.00%42 00.0% — 不变
LDOS LEIDOS HOLDINGS INC $4,2000.00%27 00.0% — 不变
VRSK VERISK ANALYTICS INC $4,1750.00%22 00.0% — 不变
SOFI SOFI TECHNOLOGIES INC $4,1290.00%260 00.0% — 不变
VBR VANGUARD INDEX FDS $4,1280.00%19 00.0% — 不变