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
EVR EVERCORE INC $7,1710.00%21 00.0% — 不变
CLH CLEAN HARBORS INC $7,1700.00%24 00.0% — 不变
VEA VANGUARD TAX-MANAGED FDS $7,1250.00%100 00.0% — 不变
NEOG NEOGEN CORP $7,1030.00%790 00.0% — 不变
ENB ENBRIDGE INC $7,1020.00%131 00.0% — 不变
AES AES CORP $7,0960.00%484 00.0% — 不变
— GLOBAL X FDS $7,0550.00%161 00.0% — 不变
DKS DICKS SPORTING GOODS INC $7,0320.00%31 13.3% $227 加仓
PTEN PATTERSON-UTI ENERGY INC $6,9770.00%760 00.0% — 不变
SKYW SKYWEST INC $6,9540.00%70 00.0% — 不变
GH GUARDANT HEALTH INC $6,9020.00%46 00.0% — 不变
GWW WW GRAINGER INC $6,8030.00%5 125.0% $1,361 加仓
CRGY CRESCENT ENERGY COMPANY $6,7170.00%684 00.0% — 不变
HAS HASBRO INC $6,6900.00%81 00.0% — 不变
OKE ONEOK INC NEW $6,6080.00%76 00.0% — 不变
CRL CHARLES RIV LABS INTL INC $6,5770.00%29 00.0% — 不变
CBOE CBOE GLOBAL MKTS INC $6,5530.00%27 00.0% — 不变
STOK STOKE THERAPEUTICS INC $6,5440.00%200 00.0% — 不变
DDOG DATADOG INC $6,5090.00%25 -3-10.7% -$781 减仓
KDP KEURIG DR PEPPER INC $6,4940.00%197 00.0% — 不变
ACM AECOM $6,4920.00%93 22.2% $140 加仓
MUSA MURPHY USA INC $6,4670.00%12 00.0% — 不变
SRTA STRATA CRITICAL MEDICAL INC $6,4560.00%1,225 00.0% — 不变
GSIE GOLDMAN SACHS ETF TR $6,4510.00%141 00.0% — 不变
SPOT SPOTIFY TECHNOLOGY S A $6,4280.00%14 00.0% — 不变
KEY KEYCORP $6,4080.00%278 00.0% — 不变
NET CLOUDFLARE INC $6,3780.00%26 736.8% $1,717 加仓
ROIV ROIVANT SCIENCES LTD $6,3000.00%178 178— $6,300 新建仓
ZION ZIONS BANCORPORATION NATL AS $6,2970.00%91 44.6% $277 加仓
FISV FISERV INC $6,2800.00%128 -33-20.5% -$1,619 减仓
— INVESCO EXCHANGE TRADED FD T $6,2760.00%70 00.0% — 不变
— EMPIRE ST RLTY OP L P $6,2330.00%1,123 00.0% — 不变
EOG EOG RES INC $6,2280.00%48 717.1% $908 加仓
GEHC GE HEALTHCARE TECHNOLOGIES I $6,2150.00%97 77.8% $449 加仓
AWK AMERICAN WTR WKS CO INC NEW $6,1850.00%47 -12-20.3% -$1,579 减仓
PNR PENTAIR PLC $6,1750.00%81 -2-2.4% -$152 减仓
LEO BNY MELLON STRATEGIC MUNS IN $6,1370.00%950 00.0% — 不变
SCHH SCHWAB STRATEGIC TR $6,1240.00%259 20.8% $47 加仓
UGI UGI CORP NEW $6,1080.00%175 74.2% $244 加仓
TKR TIMKEN CO $6,1040.00%42 00.0% — 不变
PIPR PIPER SANDLER COMPANIES $6,0770.00%84 84— $6,077 新建仓
DOV DOVER CORP $6,0560.00%27 00.0% — 不变
PHM PULTE GROUP INC $6,0490.00%44 00.0% — 不变
MUB ISHARES TR $6,0270.00%56 00.0% — 不变
CACI CACI INTL INC $6,0230.00%13 00.0% — 不变
INDB INDEPENDENT BK CORP MASS $5,9900.00%71 00.0% — 不变
DECK DECKERS OUTDOOR CORP $5,9580.00%60 00.0% — 不变
HWM HOWMET AEROSPACE INC $5,9150.00%22 00.0% — 不变
FDXF FEDEX FGHT HLDG CO INC $5,8890.00%39 39— $5,889 新建仓
NTAP NETAPP INC $5,8810.00%38 00.0% — 不变
EZPW EZCORP INC $5,8770.00%170 00.0% — 不变
LNC LINCOLN NATL CORP IND $5,8330.00%165 3123.1% $1,096 加仓
BWA BORGWARNER INC $5,7770.00%87 67.4% $398 加仓
SIRI SIRIUSXM HOLDINGS INC $5,7310.00%194 00.0% — 不变
MNST MONSTER BEVERAGE CORP NEW $5,6720.00%59 31110.7% $2,980 加仓
RPM RPM INTL INC $5,6690.00%51 00.0% — 不变
CNC CENTENE CORP DEL $5,6490.00%88 3257.1% $2,054 加仓
BLOK AMPLIFY ETF TR $5,6370.00%90 00.0% — 不变
EVRG EVERGY INC $5,6180.00%65 00.0% — 不变
SONY SONY GROUP CORP $5,6170.00%280 00.0% — 不变
VMC VULCAN MATLS CO $5,6070.00%19 -12-38.7% -$3,541 减仓
NNI NELNET INC $5,6000.00%42 00.0% — 不变
BDX BECTON DICKINSON & CO $5,6000.00%37 723.3% $1,059 加仓
CASY CASEYS GEN STORES INC $5,5640.00%7 00.0% — 不变
TDS TELEPHONE & DATA SYS INC $5,5520.00%150 117.9% $407 加仓
L LOEWS CORP $5,5480.00%49 00.0% — 不变
RCAT RED CAT HLDGS INC $5,5380.00%520 00.0% — 不变
MRCY MERCURY SYS INC $5,5050.00%45 37.1% $367 加仓
TTWO TAKE-TWO INTERACTIVE SOFTWAR $5,5000.00%22 210.0% $500 加仓
MCHP MICROCHIP TECHNOLOGY INC. $5,4720.00%60 -10-14.3% -$912 减仓
IEX IDEX CORP $5,4470.00%24 00.0% — 不变
FTRE FORTREA HLDGS INC $5,4290.00%312 00.0% — 不变
AA ALCOA CORP $5,3710.00%103 55.1% $261 加仓
SNOW SNOWFLAKE INC $5,3450.00%21 -25-54.3% -$6,363 减仓
MTSI MACOM TECH SOLUTIONS HLDGS I $5,3260.00%14 00.0% — 不变
ARM ARM HOLDINGS PLC $5,3190.00%15 15— $5,319 新建仓
FHN FIRST HORIZON CORPORATION $5,3170.00%206 147.3% $361 加仓
ACLS AXCELIS TECHNOLOGIES INC $5,3050.00%28 00.0% — 不变
AEIS ADVANCED ENERGY INDS $5,2210.00%14 7100.0% $2,610 加仓
EWBC EAST WEST BANCORP INC $5,1640.00%40 00.0% — 不变
FTV FORTIVE CORP $5,1370.00%84 00.0% — 不变
ADM ARCHER DANIELS MIDLAND CO $5,1200.00%67 2145.7% $1,605 加仓
MELI MERCADOLIBRE INC $5,0930.00%3 00.0% — 不变
VHT VANGUARD WORLD FD $5,0840.00%17 17— $5,084 新建仓
TECK TECK RESOURCES LTD $4,9950.00%84 00.0% — 不变
HLT HILTON WORLDWIDE HLDGS INC $4,9570.00%15 00.0% — 不变
TSCO TRACTOR SUPPLY CO $4,9320.00%156 10.6% $32 加仓
A AGILENT TECHNOLOGIES INC $4,9250.00%37 723.3% $932 加仓
CE CELANESE CORP DEL $4,9220.00%107 1212.6% $552 加仓
ZBH ZIMMER BIOMET HOLDINGS INC $4,9220.00%57 00.0% — 不变
JOBY JOBY AVIATION INC $4,9060.00%550 00.0% — 不变
CLF CLEVELAND-CLIFFS INC NEW $4,8270.00%514 -154-23.1% -$1,446 减仓
RVTY REVVITY INC $4,7850.00%43 00.0% — 不变
BRKR BRUKER CORP $4,7590.00%79 -17-17.7% -$1,024 减仓
BAM BROOKFIELD ASSET MANAGMT LTD $4,7550.00%106 -134-55.8% -$6,011 减仓
DOW DOW HLDGS INC $4,7340.00%173 -72-29.4% -$1,970 减仓
KBH KB HOME $4,6950.00%75 00.0% — 不变
CPAY CORPAY INC $4,6660.00%14 00.0% — 不变
KMX CARMAX INC $4,6550.00%88 1418.9% $741 加仓
HAL HALLIBURTON CO $4,6520.00%137 2320.2% $781 加仓