Prestige Wealth Management Group LLC
FLEMINGTON NJ · SEC CIK 0001772715
$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
26Q126Q2
前十大持仓 占组合比例
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 |
|---|---|---|---|---|---|---|---|---|
| DGRW | WISDOMTREE TR | $5,302.25万 | 10.41% | 603,626 | -19,720 | -3.2% | -$173.22万 | 减仓 |
| ICVT | ISHARES TR | $3,029.16万 | 5.95% | 297,589 | 2,570 | 0.9% | $26.16万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $3,025.75万 | 5.94% | 410,884 | 22,303 | 5.7% | $164.24万 | 加仓 |
| MBB | ISHARES TR | $3,000.81万 | 5.89% | 316,041 | 314,291 | 17,959.5% | $2,984.19万 | 加仓 |
| AGGY | WISDOMTREE TR | $2,981.08万 | 5.85% | 686,094 | 51,433 | 8.1% | $223.48万 | 加仓 |
| AAPL | APPLE INC | $2,621.40万 | 5.15% | 103,290 | -500 | -0.5% | -$12.69万 | 减仓 |
| QGRW | WISDOMTREE TR | $1,919.55万 | 3.77% | 359,265 | -23,346 | -6.1% | -$124.74万 | 减仓 |
| XLC | SELECT SECTOR SPDR TR | $1,907.77万 | 3.75% | 172,088 | 107,038 | 164.5% | $1,186.62万 | 加仓 |
| CL | COLGATE PALMOLIVE CO | $1,254.67万 | 2.46% | 147,209 | 87 | 0.1% | $7,415 | 加仓 |
| XLY | SELECT SECTOR SPDR TR | $1,250.88万 | 2.46% | 114,781 | 114,125 | 17,397.1% | $1,243.73万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $1,063.03万 | 2.09% | 54,181 | 1,558 | 3.0% | $30.57万 | 加仓 |
| XLV | SELECT SECTOR SPDR TR | $897.14万 | 1.76% | 61,192 | -307 | -0.5% | -$4.50万 | 减仓 |
| MSFT | MICROSOFT CORP | $894.65万 | 1.76% | 24,169 | -733 | -2.9% | -$27.13万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $818.50万 | 1.61% | 33,485 | -544 | -1.6% | -$13.30万 | 减仓 |
| MDYV | SPDR SERIES TRUST | $806.75万 | 1.58% | 94,745 | -2,304 | -2.4% | -$19.62万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $661.27万 | 1.30% | 15,139 | -2,790 | -15.6% | -$121.87万 | 减仓 |
| MDYG | SPDR SERIES TRUST | $648.81万 | 1.27% | 67,613 | -1,829 | -2.6% | -$17.55万 | 减仓 |
| GOOGL | ALPHABET INC | $629.65万 | 1.24% | 21,896 | -3,911 | -15.2% | -$112.47万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $621.68万 | 1.22% | 46,778 | -6,563 | -12.3% | -$87.22万 | 减仓 |
| MMIT | NEW YORK LIFE INVTS ACTIVE E | $584.37万 | 1.15% | 241,710 | 27,258 | 12.7% | $65.90万 | 加仓 |
| XLF | SELECT SECTOR SPDR TR | $574.13万 | 1.13% | 116,291 | -139,482 | -54.5% | -$688.62万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $536.33万 | 1.05% | 30,751 | -6,310 | -17.0% | -$110.05万 | 减仓 |
| MRK | MERCK & CO INC | $449.35万 | 0.88% | 37,094 | 420 | 1.1% | $5.09万 | 加仓 |
| LLY | ELI LILLY & CO | $446.46万 | 0.88% | 4,854 | -12 | -0.2% | -$1.10万 | 减仓 |
| — | EXXON MOBIL CORP | $442.05万 | 0.87% | 26,055 | 206 | 0.8% | $3.50万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $435.96万 | 0.86% | 14,821 | -215 | -1.4% | -$6.32万 | 减仓 |
| FMB | FIRST TR EXCH TRADED FD III | $424.08万 | 0.83% | 83,712 | 9,706 | 13.1% | $49.17万 | 加仓 |
| AVGO | BROADCOM INC | $399.41万 | 0.78% | 12,905 | -237 | -1.8% | -$7.34万 | 减仓 |
| ABBV | ABBVIE INC | $376.72万 | 0.74% | 17,321 | -65 | -0.4% | -$1.41万 | 减仓 |
| AMZN | AMAZON COM INC | $359.39万 | 0.71% | 17,256 | -2,492 | -12.6% | -$51.90万 | 减仓 |
| SLYV | SPDR SERIES TRUST | $343.62万 | 0.67% | 36,331 | 197 | 0.5% | $1.86万 | 加仓 |
| WMT | WALMART INC | $338.99万 | 0.67% | 27,222 | -363 | -1.3% | -$4.52万 | 减仓 |
| SLYG | SPDR SERIES TRUST | $334.75万 | 0.66% | 34,646 | 306 | 0.9% | $2.96万 | 加仓 |
| V | VISA INC | $309.78万 | 0.61% | 10,249 | -265 | -2.5% | -$8.01万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $260.38万 | 0.51% | 2,613 | -14 | -0.5% | -$1.40万 | 减仓 |
| SKYY | FIRST TR EXCHANGE-TRADED FD | $242.52万 | 0.48% | 22,176 | -939 | -4.1% | -$10.27万 | 减仓 |
| BAC | BANK AMERICA CORP | $237.42万 | 0.47% | 48,701 | -540 | -1.1% | -$2.63万 | 减仓 |
| IEF | ISHARES TR | $232.96万 | 0.46% | 24,409 | 18,842 | 338.5% | $179.83万 | 加仓 |
| SCHB | SCHWAB STRATEGIC TR | $221.00万 | 0.43% | 88,047 | -7,129 | -7.5% | -$17.89万 | 减仓 |
| VTEB | VANGUARD MUN BD FDS | $220.59万 | 0.43% | 44,216 | -8,374 | -15.9% | -$41.78万 | 减仓 |
| META | META PLATFORMS INC | $213.81万 | 0.42% | 3,737 | -139 | -3.6% | -$7.95万 | 减仓 |
| HD | HOME DEPOT INC | $200.57万 | 0.39% | 6,099 | 143 | 2.4% | $4.70万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $197.43万 | 0.39% | 4,120 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA INC | $186.95万 | 0.37% | 5,029 | 1 | 0.0% | $372 | 加仓 |
| CAT | CATERPILLAR INC | $186.91万 | 0.37% | 2,638 | -55 | -2.0% | -$3.90万 | 减仓 |
| MUNI | PIMCO ETF TR | $182.15万 | 0.36% | 34,901 | -2,871 | -7.6% | -$14.98万 | 减仓 |
| WELL | WELLTOWER INC | $179.56万 | 0.35% | 9,082 | 8,968 | 7,866.7% | $177.31万 | 加仓 |
| PLD | PROLOGIS INC. | $167.76万 | 0.33% | 12,692 | 11,987 | 1,700.3% | $158.44万 | 加仓 |
| ORCL | ORACLE CORP | $167.14万 | 0.33% | 11,362 | -113 | -1.0% | -$1.66万 | 减仓 |
| SCHG | SCHWAB STRATEGIC TR | $154.12万 | 0.30% | 52,906 | -7,954 | -13.1% | -$23.17万 | 减仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $138.86万 | 0.27% | 22,896 | -792 | -3.3% | -$4.80万 | 减仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $136.73万 | 0.27% | 16,891 | -20 | -0.1% | -$1,619 | 减仓 |
| NFLX | NETFLIX INC. | $135.53万 | 0.27% | 14,096 | -41 | -0.3% | -$3,942 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $135.15万 | 0.27% | 4,995 | 122 | 2.5% | $3.30万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $134.03万 | 0.26% | 1,584 | -24 | -1.5% | -$2.03万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $130.86万 | 0.26% | 2,619 | -33 | -1.2% | -$1.65万 | 减仓 |
| EQIX | EQUINIX INC | $130.27万 | 0.26% | 1,329 | 1,306 | 5,678.3% | $128.02万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $121.74万 | 0.24% | 8,428 | 87 | 1.0% | $1.26万 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $118.69万 | 0.23% | 5,793 | 15 | 0.3% | $3,073 | 加仓 |
| AMGN | AMGEN INC | $109.85万 | 0.22% | 3,122 | -91 | -2.8% | -$3.20万 | 减仓 |
| MCK | MCKESSON CORP | $106.80万 | 0.21% | 1,233 | -54 | -4.2% | -$4.68万 | 减仓 |
| VRT | VERTIV HOLDINGS CO | $104.52万 | 0.21% | 4,171 | -1,122 | -21.2% | -$28.12万 | 减仓 |
| AMT | AMERICAN TOWER CORP | $102.98万 | 0.20% | 5,967 | 5,862 | 5,582.9% | $101.17万 | 加仓 |
| AMAT | APPLIED MATLS INC | $102.26万 | 0.20% | 2,992 | 5 | 0.2% | $1,709 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $100.29万 | 0.20% | 1,659 | -13 | -0.8% | -$7,859 | 减仓 |
| USFR | WISDOMTREE TR | $98.25万 | 0.19% | 19,518 | 9,191 | 89.0% | $46.27万 | 加仓 |
| DFUS | DIMENSIONAL ETF TRUST | $98.24万 | 0.19% | 13,854 | -277 | -2.0% | -$1.96万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $97.34万 | 0.19% | 10,481 | 202 | 2.0% | $1.88万 | 加仓 |
| ABT | ABBOTT LABORATORIES | $97.02万 | 0.19% | 9,450 | 60 | 0.6% | $6,160 | 加仓 |
| MCD | MCDONALDS CORP | $93.47万 | 0.18% | 3,008 | -21 | -0.7% | -$6,526 | 减仓 |
| CSCO | CISCO SYS INC | $91.51万 | 0.18% | 11,794 | -244 | -2.0% | -$1.89万 | 减仓 |
| LIN | LINDE PLC | $91.37万 | 0.18% | 1,843 | -6,666 | -78.3% | -$330.47万 | 减仓 |
| ETN | EATON CORP PLC | $90.10万 | 0.18% | 2,519 | 17 | 0.7% | $6,080 | 加仓 |
| DLR | DIGITAL RLTY TR INC | $85.98万 | 0.17% | 4,771 | 4,621 | 3,080.7% | $83.28万 | 加仓 |
| KO | COCA COLA CO | $84.74万 | 0.17% | 11,066 | 15 | 0.1% | $1,149 | 加仓 |
| MGK | VANGUARD WORLD FD | $84.51万 | 0.17% | 2,300 | -262 | -10.2% | -$9.63万 | 减仓 |
| O | REALTY INCOME CORP | $81.31万 | 0.16% | 13,290 | 12,409 | 1,408.5% | $75.92万 | 加仓 |
| — | HONEYWELL INTL INC | $81.28万 | 0.16% | 3,596 | 63 | 1.8% | $1.42万 | 加仓 |
| UNP | UNION PAC CORP | $80.96万 | 0.16% | 3,337 | 28 | 0.8% | $6,793 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $80.42万 | 0.16% | 2,373 | -145 | -5.8% | -$4.91万 | 减仓 |
| SPG | SIMON PPTY GROUP INC NEW | $78.47万 | 0.15% | 4,207 | 4,180 | 15,481.5% | $77.97万 | 加仓 |
| MDT | MEDTRONIC PLC | $71.63万 | 0.14% | 8,200 | -23 | -0.3% | -$2,009 | 减仓 |
| COP | CONOCOPHILLIPS | $69.59万 | 0.14% | 5,272 | 4,414 | 514.5% | $58.26万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $66.32万 | 0.13% | 1,348 | -21 | -1.5% | -$1.03万 | 减仓 |
| PFE | PFIZER INC | $66.26万 | 0.13% | 23,596 | 480 | 2.1% | $1.35万 | 加仓 |
| DHR | DANAHER CORP DEL | $66.14万 | 0.13% | 3,481 | 47 | 1.4% | $8,930 | 加仓 |
| GILD | GILEAD SCIENCES INC | $65.84万 | 0.13% | 4,724 | -22 | -0.5% | -$3,066 | 减仓 |
| SYK | STRYKER CORPORATION | $65.76万 | 0.13% | 1,996 | -27 | -1.3% | -$8,896 | 减仓 |
| PEP | PEPSICO INC | $64.17万 | 0.13% | 4,132 | 207 | 5.3% | $3.21万 | 加仓 |
| PSA | PUBLIC STORAGE OPER CO | $61.46万 | 0.12% | 2,269 | 2,194 | 2,925.3% | $59.43万 | 加仓 |
| MS | MORGAN STANLEY | $58.70万 | 0.12% | 3,567 | -82 | -2.2% | -$1.35万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $57.55万 | 0.11% | 2,676 | 21 | 0.8% | $4,516 | 加仓 |
| LNG | CHENIERE ENERGY INC | $57.32万 | 0.11% | 2,020 | 1,970 | 3,940.0% | $55.90万 | 加仓 |
| EME | EMCOR GROUP INC | $57.15万 | 0.11% | 774 | -21 | -2.6% | -$1.55万 | 减仓 |
| KLAC | KLA CORP | $56.84万 | 0.11% | 386 | -2 | -0.5% | -$2,945 | 减仓 |
| GE | GE AEROSPACE | $53.38万 | 0.10% | 1,878 | 10 | 0.5% | $2,843 | 加仓 |
| VTR | VENTAS INC | $53.16万 | 0.10% | 6,500 | 6,090 | 1,485.4% | $49.80万 | 加仓 |
| CEG | CONSTELLATION ENERGY CORP | $52.86万 | 0.10% | 1,893 | -1 | -0.1% | -$279 | 减仓 |
| ISRG | INTUITIVE SURGICAL INC | $52.05万 | 0.10% | 1,129 | -3 | -0.3% | -$1,383 | 减仓 |
| CBRE | CBRE GROUP INC | $51.96万 | 0.10% | 3,836 | 3,801 | 10,860.0% | $51.49万 | 加仓 |