Private Wealth Asset Management, LLC
OMAHA NE · SEC CIK 0001883006
$9.35亿2026Q1 申报市值
921持仓数
43.2%前十大占比 · 第一大 10.1%
56 / 235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
CSRE 加仓+$618.64万
SDVY 加仓+$603.29万
RLY 加仓+$600.49万
AVIV 加仓+$313.89万
IEFA 加仓+$262.19万
2026Q1 卖出最多 按季末市值估算
IEMG 减仓-$398.84万
VTIP 减仓-$167.41万
AMZN 减仓-$144.06万
BND 减仓-$117.32万
WK 减仓-$101.97万
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 |
|---|---|---|---|---|---|---|---|---|
| VB | VANGUARD SMALL-CAP INDEX FUND | $53.35万 | 0.06% | 2,037 | -200 | -8.9% | -$5.24万 | 减仓 |
| TSCO | TRACTOR SUPPLY CO | $55.65万 | 0.06% | 12,285 | -466 | -3.7% | -$2.11万 | 减仓 |
| LRCX | LAM RESEARCH CORP COM NEW | $56.73万 | 0.06% | 2,655 | -48 | -1.8% | -$1.03万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC CL A | $56.99万 | 0.06% | 3,896 | -14 | -0.4% | -$2,048 | 减仓 |
| SPSB | SPDR SERIES TRUST STATE STREET PORTFOLIO SHORT TERM CORPORATE BOND ETF | $57.13万 | 0.06% | 19,000 | -1,100 | -5.5% | -$3.31万 | 减仓 |
| MCK | MCKESSON CORP | $57.55万 | 0.06% | 665 | -91 | -12.0% | -$7.87万 | 减仓 |
| GE | GE AEROSPACE COM NEW | $57.75万 | 0.06% | 2,035 | -16 | -0.8% | -$4,540 | 减仓 |
| CARR | CARRIER GLOBAL CORPORATION COM | $57.80万 | 0.06% | 10,264 | -5 | -0.0% | -$282 | 减仓 |
| NVS | NOVARTIS AG SPONSORED ADR | $63.04万 | 0.07% | 4,127 | 0 | 0.0% | — | 不变 |
| VZ | VERIZON COMMUNICATIONS INC | $63.29万 | 0.07% | 12,608 | -178 | -1.4% | -$8,936 | 减仓 |
| SYK | STRYKER CORPORATION COM | $64.87万 | 0.07% | 1,974 | -2 | -0.1% | -$657 | 减仓 |
| HRL | HORMEL FOODS CORP | $65.06万 | 0.07% | 28,725 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA INC COM | $67.77万 | 0.07% | 1,823 | -814 | -30.9% | -$30.26万 | 减仓 |
| ANET | ARISTA NETWORKS INC COM SHS | $67.84万 | 0.07% | 5,525 | -4 | -0.1% | -$491 | 减仓 |
| SCHG | SCHWAB US LARGE-CAP GROWTH ETF | $68.00万 | 0.07% | 23,345 | 1 | 0.0% | $29 | 加仓 |
| MDLZ | MONDELEZ INTL INC COM NPV | $68.58万 | 0.07% | 11,898 | -1,907 | -13.8% | -$10.99万 | 减仓 |
| VOO | VANGUARD INDEX FUNDS S&P 500 ETF USD | $69.32万 | 0.07% | 1,160 | 0 | 0.0% | — | 不变 |
| — | BITWISE 10 CRYPTO INDEX FD UNIT BENEFICIAL | $69.84万 | 0.07% | 15,656 | 7,481 | 91.5% | $33.37万 | 加仓 |
| GSIE | GOLDMAN SACHS ETF TR ACTIVEBETA INT | $72.03万 | 0.08% | 16,701 | -930 | -5.3% | -$4.01万 | 减仓 |
| XLF | SELECT SECTOR SPDR TRUST STATE STREET FINANCIAL SELECT SECTOR SPDR ETF | $75.63万 | 0.08% | 15,320 | 0 | 0.0% | — | 不变 |
| VTEB | VANGUARD MUN BD FDS TAX EXEMPT BD | $76.09万 | 0.08% | 15,252 | 0 | 0.0% | — | 不变 |
| ORCL | ORACLE CORP | $76.38万 | 0.08% | 5,192 | 640 | 14.1% | $9.42万 | 加仓 |
| JEPI | J P MORGAN EXCHANGE TRADED FD EQUITY PREMIUM | $77.95万 | 0.08% | 13,752 | 74 | 0.5% | $4,194 | 加仓 |
| — | JP MORGAN ETF TRUST HIGH YIELD MUNICIPAL ETF USD | $82.82万 | 0.09% | 16,621 | 16,621 | — | $82.82万 | 新建仓 |
| IJJ | ISHARES S&P MID-CAP 400 VALUE ETF | $84.77万 | 0.09% | 6,398 | -1,002 | -13.5% | -$13.28万 | 减仓 |
| NOC | NORTHROP GRUMMAN CORP COM USD1 | $84.87万 | 0.09% | 1,244 | 201 | 19.3% | $13.71万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $85.71万 | 0.09% | 4,213 | 641 | 17.9% | $13.04万 | 加仓 |
| ALL | ALLSTATE CORP COM USD0.01 | $86.05万 | 0.09% | 4,150 | 854 | 25.9% | $17.71万 | 加仓 |
| UBER | UBER TECHNOLOGIES INC COM | $88.02万 | 0.09% | 12,237 | -3,434 | -21.9% | -$24.70万 | 减仓 |
| T | AT&T INC COM USD1 | $89.45万 | 0.10% | 30,856 | -43 | -0.1% | -$1,247 | 减仓 |
| CASY | CASEYS GENERAL STORES INC | $90.11万 | 0.10% | 1,238 | -25 | -2.0% | -$1.82万 | 减仓 |
| UAL | UNITED AIRLS HLDGS INC COM | $92.07万 | 0.10% | 10,000 | -3 | -0.0% | -$276 | 减仓 |
| PEG | PUBLIC SVC ENTERPRISE GRP INC COM | $94.79万 | 0.10% | 11,710 | 0 | 0.0% | — | 不变 |
| PFE | PFIZER INC | $94.87万 | 0.10% | 33,784 | -623 | -1.8% | -$1.75万 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD TR S&P500 EQL WGT | $97.59万 | 0.10% | 5,085 | 0 | 0.0% | — | 不变 |
| MUB | ISHARES NATIONAL MUNI BOND ETF | $99.58万 | 0.11% | 9,381 | -1,786 | -16.0% | -$18.96万 | 减仓 |
| VTI | VANGUARD INDEX FDS VANGUARD TOTAL STK MKT ETF | $100.25万 | 0.11% | 3,125 | -112 | -3.5% | -$3.59万 | 减仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $101.26万 | 0.11% | 26,357 | 1,885 | 7.7% | $7.24万 | 加仓 |
| CL | COLGATE-PALMOLIVE CO COM | $103.69万 | 0.11% | 12,166 | -6 | -0.0% | -$511 | 减仓 |
| BMY | BRISTOL-MYERS SQUIBB CO COM | $105.96万 | 0.11% | 17,470 | 390 | 2.3% | $2.37万 | 加仓 |
| VEU | VANGUARD INTL EQUITY INDEX FDS ALLWRLD EX US | $107.06万 | 0.11% | 14,255 | 0 | 0.0% | — | 不变 |
| GS | GOLDMAN SACHS GROUP INC COM USD0.01 | $109.81万 | 0.12% | 1,298 | -344 | -21.0% | -$29.10万 | 减仓 |
| GEV | GE VERNOVA INC COM | $112.95万 | 0.12% | 1,294 | 149 | 13.0% | $13.01万 | 加仓 |
| CTVA | CORTEVA INC COM | $113.03万 | 0.12% | 13,503 | -4 | -0.0% | -$335 | 减仓 |
| AXP | AMERICAN EXPRESS CO COM USD0.20 | $114.91万 | 0.12% | 3,799 | -35 | -0.9% | -$1.06万 | 减仓 |
| CME | CME GROUP INC COM | $116.96万 | 0.13% | 3,960 | 14 | 0.4% | $4,135 | 加仓 |
| GD | GENERAL DYNAMICS CORP COM | $117.71万 | 0.13% | 3,430 | 32 | 0.9% | $1.10万 | 加仓 |
| MMM | 3M CO | $118.44万 | 0.13% | 8,155 | 97 | 1.2% | $1.41万 | 加仓 |
| TRV | TRAVELERS COMPANIES INC COM STK NPV | $118.51万 | 0.13% | 4,063 | -2 | -0.0% | -$583 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $120.33万 | 0.13% | 4,447 | -226 | -4.8% | -$6.12万 | 减仓 |
| NFLX | NETFLIX INC | $120.48万 | 0.13% | 12,530 | -2,030 | -13.9% | -$19.52万 | 减仓 |
| IJK | ISHARES S&P MID-CAP 400 GROWTH ETF | $120.64万 | 0.13% | 11,990 | -1,563 | -11.5% | -$15.73万 | 减仓 |
| IWN | ISHARES RUSSELL 2000 VALUE ETF | $122.53万 | 0.13% | 6,463 | 322 | 5.2% | $6.10万 | 加仓 |
| ROK | ROCKWELL AUTOMATION INC COM USD1 | $122.81万 | 0.13% | 3,422 | -1 | -0.0% | -$359 | 减仓 |
| MA | MASTERCARD INCORPORATED CL A | $123.82万 | 0.13% | 2,478 | -78 | -3.1% | -$3.90万 | 减仓 |
| XLE | SELECT SECTOR SPDR TRUST STATE STREET ENERGY SELECT SECTOR SPDR ETF | $125.30万 | 0.13% | 20,454 | 0 | 0.0% | — | 不变 |
| VTHR | VANGUARD SCOTTSDALE FUNDS VANGUARD RUSS3000 IDX FD ETF SHS | $126.53万 | 0.14% | 4,400 | 0 | 0.0% | — | 不变 |
| TGT | TARGET CORP | $128.12万 | 0.14% | 10,571 | -726 | -6.4% | -$8.80万 | 减仓 |
| ADP | AUTOMATIC DATA PROCESSING INC COM | $132.25万 | 0.14% | 6,509 | 870 | 15.4% | $17.68万 | 加仓 |
| TJX | TJX COMPANIES INC | $132.85万 | 0.14% | 8,319 | 75 | 0.9% | $1.20万 | 加仓 |
| MO | ALTRIA GROUP INC | $133.69万 | 0.14% | 20,259 | -197 | -1.0% | -$1.30万 | 减仓 |
| NSC | NORFOLK SOUTHN CORP COM | $134.46万 | 0.14% | 4,685 | -23 | -0.5% | -$6,601 | 减仓 |
| AON | AON PLC SHS CL A COM USD0.01 | $136.63万 | 0.15% | 4,233 | -2 | -0.0% | -$646 | 减仓 |
| EFV | ISHARES TR EAFE VALUE ETF | $137.58万 | 0.15% | 18,505 | 1,760 | 10.5% | $13.09万 | 加仓 |
| ABT | ABBOTT LABORATORIES | $138.94万 | 0.15% | 13,533 | 478 | 3.7% | $4.91万 | 加仓 |
| GGG | GRACO INC | $139.67万 | 0.15% | 16,500 | 0 | 0.0% | — | 不变 |
| TMO | THERMO FISHER SCIENTIFIC INC | $151.74万 | 0.16% | 3,087 | 8 | 0.3% | $3,932 | 加仓 |
| PNC | PNC FINANCIAL SERVICES GROUP COM USD5 | $157.77万 | 0.17% | 7,582 | -3 | -0.0% | -$624 | 减仓 |
| EMR | EMERSON ELECTRIC CO | $158.68万 | 0.17% | 12,111 | -3 | -0.0% | -$393 | 减仓 |
| KO | COCA-COLA CO | $159.60万 | 0.17% | 20,986 | 357 | 1.7% | $2.71万 | 加仓 |
| BAC | BANK AMERICA CORP COM | $160.40万 | 0.17% | 32,902 | -3,914 | -10.6% | -$19.08万 | 减仓 |
| PEP | PEPSICO INC | $162.45万 | 0.17% | 10,461 | 179 | 1.7% | $2.78万 | 加仓 |
| SHW | SHERWIN-WILLIAMS CO | $164.59万 | 0.18% | 5,135 | -277 | -5.1% | -$8.88万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP COM USD1.00 | $166.15万 | 0.18% | 2,749 | -1 | -0.0% | -$604 | 减仓 |
| USB | US BANCORP | $173.42万 | 0.19% | 33,344 | -11 | -0.0% | -$572 | 减仓 |
| IWF | ISHARES TR RUS 1000 GRW ETF | $173.80万 | 0.19% | 4,076 | 851 | 26.4% | $36.29万 | 加仓 |
| IAU | ISHARES GOLD TR ISHARES NEW ISIN #US4642852044 SEDOL #BKP74N6 | $175.43万 | 0.19% | 19,899 | -1,505 | -7.0% | -$13.27万 | 减仓 |
| CSCO | CISCO SYSTEMS INC | $175.73万 | 0.19% | 22,648 | 5 | 0.0% | $388 | 加仓 |
| — | HONEYWELL INTERNATIONAL INC COM USD1 | $182.00万 | 0.19% | 8,052 | -419 | -4.9% | -$9.47万 | 减仓 |
| BLK | BLACKROCK INC COM | $182.69万 | 0.20% | 1,900 | -5 | -0.3% | -$4,808 | 减仓 |
| AFL | AFLAC INC COM | $184.74万 | 0.20% | 16,839 | 1 | 0.0% | $110 | 加仓 |
| EFG | ISHARES TR EAFE GRWTH ETF | $186.70万 | 0.20% | 16,764 | 1,378 | 9.0% | $15.35万 | 加仓 |
| PDBC | INVESCO ACTVELY MNGD ETC FD TR OPTIMUM YIELD | $187.51万 | 0.20% | 108,265 | 1,959 | 1.8% | $3.39万 | 加仓 |
| XLK | SELECT SECTOR SPDR TRUST STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF | $190.26万 | 0.20% | 14,316 | 1,800 | 14.4% | $23.92万 | 加仓 |
| IVE | ISHARES S&P 500 VALUE ETF | $191.83万 | 0.21% | 9,085 | 0 | 0.0% | — | 不变 |
| EEM | ISHARES TRUST MSCI EMG MKTS ETF USD DIS | $213.98万 | 0.23% | 37,679 | -1,100 | -2.8% | -$6.25万 | 减仓 |
| MCD | MCDONALD S CORP | $214.01万 | 0.23% | 6,886 | -153 | -2.2% | -$4.76万 | 减仓 |
| WFC | WELLS FARGO CO NEW COM | $215.19万 | 0.23% | 27,030 | -694 | -2.5% | -$5.52万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX FDS FTSE EMR MKT ETF | $215.88万 | 0.23% | 39,941 | -3,350 | -7.7% | -$18.11万 | 减仓 |
| IWO | ISHARES TR RUS 2000 GRW ETF | $219.26万 | 0.23% | 6,987 | 0 | 0.0% | — | 不变 |
| ETN | EATON CORPORATION PLC | $221.01万 | 0.24% | 6,179 | 17 | 0.3% | $6,080 | 加仓 |
| GLD | SPDR GOLD TR GOLD SHS | $222.03万 | 0.24% | 5,160 | -688 | -11.8% | -$29.60万 | 减仓 |
| PM | PHILIP MORRIS INTERNATIONAL INC COM NPV | $222.22万 | 0.24% | 13,440 | -7 | -0.1% | -$1,157 | 减仓 |
| SPY | STATE STREET SPDR S&P 500 ETF UNITS | $229.05万 | 0.24% | 3,522 | -10 | -0.3% | -$6,503 | 减仓 |
| AVEM | AVANTIS EMERGING MARKETS EQUITY ETF | $233.33万 | 0.25% | 28,956 | 23,856 | 467.8% | $192.23万 | 加仓 |
| MRK | MERCK &CO. INC COM | $234.25万 | 0.25% | 19,474 | 1,984 | 11.3% | $23.87万 | 加仓 |
| AVGO | BROADCOM INC COM | $269.03万 | 0.29% | 8,692 | 912 | 11.7% | $28.23万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC CL A | $275.90万 | 0.29% | 7,067 | -1,136 | -13.8% | -$44.35万 | 减仓 |
| AGG | ISHARES CORE US AGGREGATE BOND ETF | $277.62万 | 0.30% | 27,966 | 394 | 1.4% | $3.91万 | 加仓 |
| RTX | RTX CORPORATION COM USD1.00 | $278.83万 | 0.30% | 14,455 | 84 | 0.6% | $1.62万 | 加仓 |