Private Wealth Asset Management, LLC
OMAHA NE · SEC CIK 0001883006
$10.38亿2026Q2 申报市值
929持仓数
44.0%前十大占比 · 第一大 10.2%
50 / 48新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
SDVY 加仓+$560.42万
RLY 加仓+$403.19万
IEFA 加仓+$351.39万
AVEM 加仓+$305.68万
GOOG 加仓+$160.02万
2026Q2 卖出最多 按季末市值估算
BRK/A 减仓-$1,497.70万
IEMG 减仓-$442.18万
IVV 减仓-$228.26万
IJR 减仓-$201.65万
IJH 减仓-$150.64万
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 |
|---|---|---|---|---|---|---|---|---|
| VOX | VANGUARD WORLD FD COMM SRVC ETF | $1.27万 | 0.00% | 69 | 0 | 0.0% | — | 不变 |
| PAG | PENSKE AUTOMOTIVE GROUP INC | $1.27万 | 0.00% | 71 | 0 | 0.0% | — | 不变 |
| PPG | PPG INDUSTRIES INC COM USD1.666 | $1.27万 | 0.00% | 105 | 0 | 0.0% | — | 不变 |
| KNX | KNIGHT-SWIFT TRANSN HLDGS INC CL A | $1.28万 | 0.00% | 165 | 0 | 0.0% | — | 不变 |
| SPYD | SPDR SERIES TRUST STATE STREET PORTFOLIO S&P 500 HIGH DIVIDEND ETF | $1.29万 | 0.00% | 270 | 0 | 0.0% | — | 不变 |
| WDFC | WD 40 CO COM | $1.29万 | 0.00% | 53 | 0 | 0.0% | — | 不变 |
| F | FORD MTR CO DEL COM | $1.30万 | 0.00% | 936 | 4 | 0.4% | $56 | 加仓 |
| RBA | RB GLOBAL INC COM NPV ISIN #CA74935Q1072 SEDOL #BMWGTH9 | $1.30万 | 0.00% | 112 | 0 | 0.0% | — | 不变 |
| ENR | ENERGIZER HLDGS INC NEW COM | $1.31万 | 0.00% | 610 | 0 | 0.0% | — | 不变 |
| BIIB | BIOGEN INC COM USD0.0005 | $1.32万 | 0.00% | 61 | 0 | 0.0% | — | 不变 |
| RIO | RIO TINTO ADR EACH REP 1 ORD | $1.32万 | 0.00% | 139 | 0 | 0.0% | — | 不变 |
| RKT | ROCKET COS INC COM CL A | $1.32万 | 0.00% | 841 | 0 | 0.0% | — | 不变 |
| DKNG | DRAFTKINGS INC NEW COM CL A | $1.33万 | 0.00% | 525 | 0 | 0.0% | — | 不变 |
| SSNC | SS&C TECHNOLOGIES HLDGS INC COM | $1.33万 | 0.00% | 214 | 0 | 0.0% | — | 不变 |
| EQT | EQT CORP COM | $1.33万 | 0.00% | 250 | 245 | 4,900.0% | $1.30万 | 重新持有 |
| VEEV | VEEVA SYSTEMS INC | $1.33万 | 0.00% | 75 | 0 | 0.0% | — | 不变 |
| HAL | HALLIBURTON CO COM USD2.50 | $1.33万 | 0.00% | 393 | 0 | 0.0% | — | 不变 |
| ATO | ATMOS ENERGY CORP COM NPV | $1.34万 | 0.00% | 78 | 0 | 0.0% | — | 不变 |
| BIPC | BROOKFIELD INFRASTRUCTURE CORP EXCHANGEABLE SUB VOTING SHS CL A ISIN #CA11276H1064 SEDOL #BSQLM28 | $1.34万 | 0.00% | 349 | 0 | 0.0% | — | 不变 |
| RPM | RPM INTERNATIONAL INC | $1.34万 | 0.00% | 121 | 0 | 0.0% | — | 不变 |
| SNDR | SCHNEIDER NATIONAL INC CL B | $1.35万 | 0.00% | 370 | 0 | 0.0% | — | 不变 |
| REX | REX AMERICAN RES CORP COM | $1.35万 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| SAH | SONIC AUTOMOTIVE INC | $1.36万 | 0.00% | 160 | 0 | 0.0% | — | 不变 |
| HPE | HEWLETT PACKARD ENTERPRISE CO COM | $1.36万 | 0.00% | 301 | 0 | 0.0% | — | 不变 |
| CMG | CHIPOTLE MEXICAN GRILL INC | $1.36万 | 0.00% | 400 | 0 | 0.0% | — | 不变 |
| OSPN | ONESPAN INC COM | $1.36万 | 0.00% | 950 | -800 | -45.7% | -$1.15万 | 减仓 |
| FNF | FIDELITY NATIONAL FINANCIAL, INC. COMMON STOCK | $1.37万 | 0.00% | 290 | 0 | 0.0% | — | 不变 |
| ARE | ALEXANDRIA REAL ESTATE EQUITIES COM USD0.01 | $1.37万 | 0.00% | 260 | 0 | 0.0% | — | 不变 |
| SAIA | SAIA INC | $1.39万 | 0.00% | 33 | 0 | 0.0% | — | 不变 |
| SJM | SMUCKER J M CO COM NEW | $1.40万 | 0.00% | 124 | 0 | 0.0% | — | 不变 |
| AU | ANGLOGOLD ASHANTI PLC ORD USD1 | $1.40万 | 0.00% | 173 | 0 | 0.0% | — | 不变 |
| WCN | WASTE CONNECTIONS INC | $1.40万 | 0.00% | 84 | 40 | 90.9% | $6,668 | 加仓 |
| LSTR | LANDSTAR SYSTEM INC COM USD0.01 | $1.41万 | 0.00% | 68 | 0 | 0.0% | — | 不变 |
| STRA | STRATEGIC ED INC COM | $1.41万 | 0.00% | 184 | 0 | 0.0% | — | 不变 |
| MDB | MONGODB INC CL A | $1.41万 | 0.00% | 42 | 0 | 0.0% | — | 不变 |
| PPA | INVESCO EXCHANGE TRADED FD TR AEROSPACE DEFN | $1.41万 | 0.00% | 80 | 0 | 0.0% | — | 不变 |
| NRG | NRG ENERGY INC | $1.42万 | 0.00% | 97 | 0 | 0.0% | — | 不变 |
| HIG | THE HARTFORD INSURANCE GROUP, INC. COMMON STOCK | $1.42万 | 0.00% | 107 | 0 | 0.0% | — | 不变 |
| IDXX | IDEXX LABORATORIES INC COM USD0.10 | $1.42万 | 0.00% | 27 | 0 | 0.0% | — | 不变 |
| BDX | BECTON DICKINSON &CO COM USD1.00 | $1.42万 | 0.00% | 94 | 0 | 0.0% | — | 不变 |
| EVER | EVERQUOTE INC COM CL A | $1.43万 | 0.00% | 600 | 0 | 0.0% | — | 不变 |
| FSLY | FASTLY INC CL A | $1.43万 | 0.00% | 778 | 0 | 0.0% | — | 不变 |
| VTRS | VIATRIS INC COM | $1.45万 | 0.00% | 912 | 0 | 0.0% | — | 不变 |
| WTM | WHITE MTNS INS GROUP LTD COM | $1.45万 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| WLY | WILEY JOHN &SONS INC COM USD1.00 CLASS A | $1.46万 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| QYLD | GLOBAL X FDS NASDAQ 100 COVER | $1.46万 | 0.00% | 792 | 0 | 0.0% | — | 不变 |
| TNET | TRINET GROUP INC COM USD0.000025 | $1.48万 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| IHE | ISHARES TR U.S. PHARMA ETF | $1.49万 | 0.00% | 150 | 0 | 0.0% | — | 不变 |
| AMCX | AMC GLOBAL MEDIA INC. CLASS A COMMON STOCK | $1.50万 | 0.00% | 1,500 | 0 | 0.0% | — | 不变 |
| GLTR | ABRDN PRECIOUS METALS BASKET E PHYSCL PRECS MET | $1.50万 | 0.00% | 83 | 0 | 0.0% | — | 不变 |
| ALGN | ALIGN TECHNOLOGY INC COM USD0.0001 | $1.52万 | 0.00% | 90 | 0 | 0.0% | — | 不变 |
| WDAY | WORKDAY INC COM USD0.001 CL A | $1.53万 | 0.00% | 125 | 0 | 0.0% | — | 不变 |
| TIP | ISHARES TIPS BOND ETF | $1.53万 | 0.00% | 140 | 140 | — | $1.53万 | 新建仓 |
| NKE | NIKE INC CLASS B COM NPV | $1.54万 | 0.00% | 374 | 0 | 0.0% | — | 不变 |
| UIS | UNISYS CORP | $1.54万 | 0.00% | 4,200 | 0 | 0.0% | — | 不变 |
| CSQ | CALAMOS STRATEGIC TOTAL RETURN COM SH BEN INT | $1.54万 | 0.00% | 750 | 0 | 0.0% | — | 不变 |
| FXO | FIRST TR EXCHANGE TRADED FD II FINANCIAL ALPHADEX FD USD ISIN #US33734X1357 SEDOL #B50P3C2 | $1.56万 | 0.00% | 250 | 0 | 0.0% | — | 不变 |
| RIGL | RIGEL PHARMACEUTICALS INC COM | $1.56万 | 0.00% | 400 | -300 | -42.9% | -$1.17万 | 减仓 |
| NDSN | NORDSON CORP | $1.57万 | 0.00% | 52 | 0 | 0.0% | — | 不变 |
| FLRG | FIDELITY US MULTIFACTOR ETF | $1.57万 | 0.00% | 383 | 383 | — | $1.57万 | 新建仓 |
| NIC | NICOLET BANKSHARES INC | $1.57万 | 0.00% | 95 | 0 | 0.0% | — | 不变 |
| — | CATALYST PHARMACEUTICALS INC COM | $1.57万 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| DIOD | DIODES INC | $1.60万 | 0.00% | 146 | 0 | 0.0% | — | 不变 |
| MSGK | MADISON SQUARE GRDN SPRT CORP CL A | $1.61万 | 0.00% | 40 | 0 | 0.0% | — | 不变 |
| EIX | EDISON INTERNATIONAL | $1.62万 | 0.00% | 218 | 0 | 0.0% | — | 不变 |
| HII | HUNTINGTON INGALLS INDUSTRIES INC | $1.62万 | 0.00% | 58 | 0 | 0.0% | — | 不变 |
| SDIV | GLOBAL X FDS SUPERDIVIDEND | $1.63万 | 0.00% | 666 | 666 | — | $1.63万 | 新建仓 |
| DINO | HF SINCLAIR CORP COM | $1.63万 | 0.00% | 234 | 0 | 0.0% | — | 不变 |
| ARKX | ARK ETF TR SPACE &DEFENSE | $1.64万 | 0.00% | 480 | 0 | 0.0% | — | 不变 |
| EPC | EDGEWELL PERS CARE CO COM | $1.64万 | 0.00% | 610 | 0 | 0.0% | — | 不变 |
| LYB | LYONDELLBASELL INDUSTRIES N V COM EUR0.04 CLASS A | $1.64万 | 0.00% | 312 | 0 | 0.0% | — | 不变 |
| PBI | PITNEY BOWES INC COM USD1.00 | $1.66万 | 0.00% | 950 | 0 | 0.0% | — | 不变 |
| BATRK | ATLANTA BRAVES HLDGS INC COM SER C | $1.67万 | 0.00% | 321 | 0 | 0.0% | — | 不变 |
| FTI | TECHNIPFMC PLC USD1 | $1.67万 | 0.00% | 252 | 0 | 0.0% | — | 不变 |
| VXF | VANGUARD EXTENDED MARKETS INDEX FUND | $1.67万 | 0.00% | 68 | 0 | 0.0% | — | 不变 |
| MSCI | MSCI INC | $1.68万 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| H | HYATT HOTELS CORP | $1.69万 | 0.00% | 87 | 0 | 0.0% | — | 不变 |
| EPAC | ENERPAC TOOL GROUP CORP CL A COM | $1.70万 | 0.00% | 474 | 0 | 0.0% | — | 不变 |
| IEX | IDEX CORP COM USD0.01 | $1.70万 | 0.00% | 75 | 0 | 0.0% | — | 不变 |
| ADSK | AUTODESK INC | $1.71万 | 0.00% | 88 | 0 | 0.0% | — | 不变 |
| ING | ING GROEP N.V. SPONSORED ADR | $1.73万 | 0.00% | 552 | 0 | 0.0% | — | 不变 |
| VSNT | VERSANT MEDIA GROUP INC COM CL A | $1.74万 | 0.00% | 483 | -41 | -7.8% | -$1,476 | 减仓 |
| TPL | TEXAS PACIFIC LAND CORPORATION COM | $1.75万 | 0.00% | 40 | 40 | — | $1.75万 | 新建仓 |
| MD | PEDIATRIX MEDICAL GROUP INC COM | $1.77万 | 0.00% | 700 | 0 | 0.0% | — | 不变 |
| MGM | MGM RESORTS INTERNATIONAL COM USD0.01 | $1.78万 | 0.00% | 372 | 0 | 0.0% | — | 不变 |
| KR | KROGER CO COM USD1.00 | $1.78万 | 0.00% | 321 | 0 | 0.0% | — | 不变 |
| JKHY | HENRY JACK &ASSOCIATES INC COM USD0.01 | $1.80万 | 0.00% | 131 | 0 | 0.0% | — | 不变 |
| ED | CONSOLIDATED EDISON INC COM USD0.10 | $1.81万 | 0.00% | 164 | 0 | 0.0% | — | 不变 |
| GTM | ZOOMINFO TECHNOLOGIES INC COMMON STOCK | $1.82万 | 0.00% | 6,200 | 6,200 | — | $1.82万 | 新建仓 |
| ACWI | ISHARES TR MSCI ACWI ETF | $1.82万 | 0.00% | 116 | 0 | 0.0% | — | 不变 |
| AJG | ARTHUR J. GALLAGHER & CO. ISIN #US3635761097 SEDOL #BD1QWJ0 | $1.83万 | 0.00% | 80 | 0 | 0.0% | — | 不变 |
| WTFC | WINTRUST FINANCIAL CORP | $1.83万 | 0.00% | 114 | 0 | 0.0% | — | 不变 |
| NWS | NEWS CORP | $1.84万 | 0.00% | 656 | 0 | 0.0% | — | 不变 |
| AVAV | AEROVIRONMENT INC COM USD0.0001 | $1.85万 | 0.00% | 112 | 0 | 0.0% | — | 不变 |
| SII | SPROTT INC COM NPV(POST REV SPLIT) ISIN #CA8520662088 SEDOL #BMCB521 | $1.85万 | 0.00% | 165 | 165 | — | $1.85万 | 新建仓 |
| JMEE | J.P. MORGAN EXCHANGE-TRADED FUND TRUST JPMORGAN SMALL & MID CAP ENHANCED EQUITY ETF | $1.86万 | 0.00% | 238 | 0 | 0.0% | — | 不变 |
| SAP | SAP ADR REP 1 ORD | $1.86万 | 0.00% | 121 | 0 | 0.0% | — | 不变 |
| HOS | HELIX ENERGY SOLUTIONS GROUP INC | $1.87万 | 0.00% | 2,135 | 0 | 0.0% | — | 不变 |
| PBR | PETROLEO BRASILEIRO SA PETROBRAS SPON ADS EACH REP 2 ORD SHS | $1.87万 | 0.00% | 1,155 | 0 | 0.0% | — | 不变 |
| UHAL/B | U HAUL HOLDING COMPANY COM SER N | $1.87万 | 0.00% | 324 | -63 | -16.3% | -$3,635 | 减仓 |