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 |
|---|---|---|---|---|---|---|---|---|
| LPLA | LPL FINANCIAL HOLDINGS INC | $4.06万 | 0.00% | 135 | 0 | 0.0% | — | 不变 |
| CHRW | CH ROBINSON WORLDWIDE INC COM USD0.10 | $4.10万 | 0.00% | 247 | -2 | -0.8% | -$332 | 减仓 |
| CDNS | CADENCE DESIGN SYSTEMS INC COM USD0.01 | $4.11万 | 0.00% | 148 | -1 | -0.7% | -$278 | 减仓 |
| IYW | ISHARES US TECHNOLOGY ETF | $4.12万 | 0.00% | 227 | 0 | 0.0% | — | 不变 |
| SNPS | SYNOPSYS INC | $4.12万 | 0.00% | 104 | -1 | -1.0% | -$396 | 减仓 |
| MSI | MOTOROLA SOLUTIONS INC | $4.17万 | 0.00% | 96 | -5 | -5.0% | -$2,170 | 减仓 |
| XNTK | SPDR SERIES TRUST STATE STREET NYSE TECHNOLOGY ETF | $4.21万 | 0.00% | 165 | 165 | — | $4.21万 | 新建仓 |
| SPOT | SPOTIFY TECHNOLOGY S.A. COM EUR0.000625 | $4.22万 | 0.00% | 87 | -1 | -1.1% | -$485 | 减仓 |
| PGR | PROGRESSIVE CORP COM | $4.28万 | 0.00% | 216 | -3 | -1.4% | -$595 | 减仓 |
| AES | AES CORP COM USD0.01 | $4.31万 | 0.00% | 3,056 | 0 | 0.0% | — | 不变 |
| RPRX | ROYALTY PHARMA PLC COM USD0.0001 CLASS A | $4.35万 | 0.00% | 906 | -6 | -0.7% | -$288 | 减仓 |
| SITE | SITEONE LANDSCAPE SUPPLY INC COM | $4.38万 | 0.00% | 329 | -1 | -0.3% | -$133 | 减仓 |
| SOLV | SOLVENTUM CORP COM SHS | $4.39万 | 0.00% | 673 | 0 | 0.0% | — | 不变 |
| SSRM | SSR MINING INC COM NPV ISIN #CA7847301032 SEDOL #BF7MPL9 | $4.42万 | 0.00% | 1,504 | 0 | 0.0% | — | 不变 |
| PSP | INVESCO EXCHANGE TRADED FD TR GBL LISTED PVT | $4.52万 | 0.00% | 800 | 0 | 0.0% | — | 不变 |
| RSPT | INVESCO EXCHANGE TRADED FD TR S&P500 EQL TEC | $4.53万 | 0.00% | 1,000 | 1,000 | — | $4.53万 | 新建仓 |
| EWJ | ISHARES INC MSCI JPN ETF NEW | $4.53万 | 0.00% | 537 | 0 | 0.0% | — | 不变 |
| DNP | DNP SELECT INCOME FD INC COM | $4.55万 | 0.00% | 4,422 | 0 | 0.0% | — | 不变 |
| YUM | YUM! BRANDS INC | $4.56万 | 0.00% | 293 | -4 | -1.3% | -$622 | 减仓 |
| NXPI | NXP SEMICONDUCTORS NV | $4.65万 | 0.00% | 236 | -30 | -11.3% | -$5,906 | 减仓 |
| VT | VANGUARD INTL EQUITY INDEX FDS TT WRLD ST ETF | $4.65万 | 0.00% | 336 | 336 | — | $4.65万 | 新建仓 |
| MTSI | MACOM TECH SOLUTIONS HLDGS INC COM | $4.66万 | 0.00% | 210 | 0 | 0.0% | — | 不变 |
| NXT | NEXTPOWER INC. CLASS A COMMON STOCK | $4.71万 | 0.01% | 391 | 0 | 0.0% | — | 不变 |
| IR | INGERSOLL RAND INC COM | $4.82万 | 0.01% | 602 | -3 | -0.5% | -$240 | 减仓 |
| SBUX | STARBUCKS CORP COM USD0.001 | $4.86万 | 0.01% | 542 | -88 | -14.0% | -$7,884 | 减仓 |
| XME | SPDR SERIES TRUST STATE STREET S&P METALS & MINING ETF | $4.86万 | 0.01% | 450 | 0 | 0.0% | — | 不变 |
| GPC | GENUINE PARTS CO COM USD1.00 | $4.90万 | 0.01% | 463 | 39 | 9.2% | $4,124 | 加仓 |
| FTAI | FTAI AVIATION LTD SHS ISIN #KYG3730V1059 | $4.90万 | 0.01% | 200 | 0 | 0.0% | — | 不变 |
| BUFD | FIRST TR EXCHNG TRADED FD VIII FT VEST LADDERED | $4.90万 | 0.01% | 1,750 | 1,750 | — | $4.90万 | 新建仓 |
| SOXX | ISHARES TR ISHARES SEMICDTR | $4.93万 | 0.01% | 150 | 0 | 0.0% | — | 不变 |
| XLRE | SELECT SECTOR SPDR TRUST STATE STREET REAL ESTATE SELECT SECTOR SPDR ETF | $4.94万 | 0.01% | 1,209 | 0 | 0.0% | — | 不变 |
| JBL | JABIL INC COM | $4.97万 | 0.01% | 187 | 0 | 0.0% | — | 不变 |
| SMH | VANECK ETF TRUST SEMICONDUCTR ETF | $4.98万 | 0.01% | 130 | 0 | 0.0% | — | 不变 |
| GRNJ | TIDAL TRUST III FUNDSTRAT GRANNY | $5.00万 | 0.01% | 2,000 | 1,250 | 166.7% | $3.13万 | 加仓 |
| — | THOMSON-REUTERS CORP COM NPV( POST REV SPLIT) ISIN #CA8849038085 SEDOL #BPLLTY3 | $5.11万 | 0.01% | 568 | 0 | 0.0% | — | 不变 |
| TT | TRANE TECHNOLOGIES PLC COM USD1 | $5.13万 | 0.01% | 123 | -1 | -0.8% | -$417 | 减仓 |
| VIGI | VANGUARD WHITEHALL FDS INTL DVD ETF | $5.18万 | 0.01% | 586 | 0 | 0.0% | — | 不变 |
| CVNA | CARVANA CO CL A | $5.19万 | 0.01% | 165 | -1 | -0.6% | -$314 | 减仓 |
| — | TIDAL TRUST III FUNDSTRAT GRANNY | $5.24万 | 0.01% | 2,750 | 1,750 | 175.0% | $3.33万 | 加仓 |
| SCHM | SCHWAB STRATEGIC TR US MID-CAP ETF | $5.26万 | 0.01% | 1,700 | 1,141 | 204.1% | $3.53万 | 加仓 |
| MCO | MOODYS CORP COM USD0.01 | $5.28万 | 0.01% | 121 | 15 | 14.2% | $6,544 | 加仓 |
| MOS | MOSAIC CO NEW COM | $5.29万 | 0.01% | 2,073 | -128 | -5.8% | -$3,264 | 减仓 |
| GPIQ | GOLDMAN SACHS ETF TRUST GOLDMAN SACHS NASDAQ-100 PREMIUM INCOME ETF | $5.31万 | 0.01% | 1,073 | 28 | 2.7% | $1,386 | 加仓 |
| AIQ | GLOBAL X FDS ARTIFICIAL ETF | $5.34万 | 0.01% | 1,145 | 0 | 0.0% | — | 不变 |
| — | DUPONT DE NEMOURS INC COM | $5.41万 | 0.01% | 1,182 | -4 | -0.3% | -$183 | 减仓 |
| INSM | INSMED INC | $5.45万 | 0.01% | 333 | 0 | 0.0% | — | 不变 |
| OMC | OMNICOM GROUP INC COM USD0.15 | $5.45万 | 0.01% | 724 | -139 | -16.1% | -$1.05万 | 减仓 |
| SMCI | SUPER MICRO COMPUTER INC COM NEW | $5.46万 | 0.01% | 2,400 | 0 | 0.0% | — | 不变 |
| ZS | ZSCALER INC COM | $5.61万 | 0.01% | 400 | -119 | -22.9% | -$1.67万 | 减仓 |
| GM | GENERAL MTRS CO COM | $5.65万 | 0.01% | 759 | -6 | -0.8% | -$447 | 减仓 |
| INTU | INTUIT INC | $5.71万 | 0.01% | 132 | -1 | -0.8% | -$432 | 减仓 |
| JHMM | JOHN HANCOCK EXCHANGE TRADED MULTIFACTOR MI | $5.82万 | 0.01% | 867 | 0 | 0.0% | — | 不变 |
| LIFE | ETHOS TECHNOLOGIES INC CL A | $5.88万 | 0.01% | 5,263 | 5,263 | — | $5.88万 | 新建仓 |
| PFLD | ETF SER SOLUTIONS AAM LW DUR PFD | $5.92万 | 0.01% | 3,059 | 3,059 | — | $5.92万 | 新建仓 |
| GNRC | GENERAC HLDGS INC COM USD0.01 | $5.94万 | 0.01% | 304 | 100 | 49.0% | $1.95万 | 加仓 |
| VSS | VANGUARD INTL EQUITY INDEX FDS FTSE SMCAP ETF | $5.98万 | 0.01% | 410 | 190 | 86.4% | $2.77万 | 重新持有 |
| TER | TERADYNE INC COM USD0.125 | $5.99万 | 0.01% | 202 | 100 | 98.0% | $2.96万 | 加仓 |
| CE | CELANESE CORP DEL COM | $6.02万 | 0.01% | 915 | -117 | -11.3% | -$7,695 | 减仓 |
| LHX | L3HARRIS TECHNOLOGIES INC COM | $6.04万 | 0.01% | 175 | 12 | 7.4% | $4,142 | 加仓 |
| VGIT | VANGUARD SCOTTSDALE FDS INTER TERM TREAS | $6.06万 | 0.01% | 1,017 | -1,748 | -63.2% | -$10.41万 | 减仓 |
| CEG | CONSTELLATION ENERGY CORP COM | $6.09万 | 0.01% | 218 | -859 | -79.8% | -$23.99万 | 减仓 |
| CBOE | CBOE GLOBAL MARKETS INC | $6.10万 | 0.01% | 217 | 0 | 0.0% | — | 不变 |
| ACIW | ACI WORLDWIDE INC | $6.16万 | 0.01% | 1,503 | 0 | 0.0% | — | 不变 |
| SCCO | SOUTHERN COPPER CORP | $6.19万 | 0.01% | 360 | 3 | 0.8% | $516 | 加仓 |
| QQQI | NEOS ETF TRUST NASDAQ 100 HIGH | $6.20万 | 0.01% | 1,247 | 1,247 | — | $6.20万 | 新建仓 |
| HCA | HCA HEALTHCARE INC COM | $6.25万 | 0.01% | 132 | -1 | -0.8% | -$473 | 减仓 |
| SPSM | SPDR SERIES TRUST STATE STREET PORTFOLIO S&P 600 SMALL CAP ETF | $6.35万 | 0.01% | 1,315 | 0 | 0.0% | — | 不变 |
| WASH | WASHINGTON TR BANCORP INC COM | $6.38万 | 0.01% | 1,906 | 0 | 0.0% | — | 不变 |
| EWT | ISHARES MSCI TAIWAN ETF | $6.38万 | 0.01% | 900 | 0 | 0.0% | — | 不变 |
| SCHW | SCHWAB CHARLES CORP COM | $6.44万 | 0.01% | 685 | -20 | -2.8% | -$1,880 | 减仓 |
| KMB | KIMBERLY-CLARK CORP COM | $6.45万 | 0.01% | 669 | -4 | -0.6% | -$386 | 减仓 |
| SJNK | SPDR SERIES TRUST STATE STREET BLOOMBERG SHORT TERM HIGH YIELD BOND ETF | $6.61万 | 0.01% | 2,648 | 250 | 10.4% | $6,245 | 加仓 |
| OXY | OCCIDENTAL PETE CORP COM | $6.62万 | 0.01% | 1,018 | 0 | 0.0% | — | 不变 |
| FDLO | FIDELITY LOW VOLATILITY FACTOR ETF | $6.78万 | 0.01% | 1,050 | 0 | 0.0% | — | 不变 |
| Q | QNITY ELECTRONICS INC COMMON STOCK | $6.81万 | 0.01% | 590 | -2 | -0.3% | -$231 | 减仓 |
| IUSB | ISHARES TRUST CORE UNIVERSAL USD BOND ETF | $6.81万 | 0.01% | 1,474 | 0 | 0.0% | — | 不变 |
| JCI | JOHNSON CONTROLS INTERNATIONAL PLC COM USD1.00 | $6.86万 | 0.01% | 524 | -4 | -0.8% | -$524 | 减仓 |
| TFC | TRUIST FINL CORP COM | $6.95万 | 0.01% | 1,511 | 300 | 24.8% | $1.38万 | 加仓 |
| BNY | BANK OF NEW YORK MELLON CORP COM USD0.01 | $7.02万 | 0.01% | 592 | -5 | -0.8% | -$593 | 减仓 |
| CECO | CECO ENVIRONMENTAL CORP COM STK USD0.01 | $7.02万 | 0.01% | 1,179 | 0 | 0.0% | — | 不变 |
| CI | THE CIGNA GROUP COM | $7.04万 | 0.01% | 264 | -2 | -0.8% | -$534 | 减仓 |
| IWD | ISHARES RUSSELL 1000 VALUE ETF | $7.05万 | 0.01% | 330 | 195 | 144.4% | $4.17万 | 加仓 |
| FANG | DIAMONDBACK ENERGY INC COM USD0.01 | $7.06万 | 0.01% | 357 | -52 | -12.7% | -$1.03万 | 减仓 |
| CELH | CELSIUS HLDGS INC COM NEW | $7.10万 | 0.01% | 2,000 | 0 | 0.0% | — | 不变 |
| SCHP | SCHWAB STRATEGIC TR US TIPS ETF | $7.11万 | 0.01% | 2,671 | -38 | -1.4% | -$1,011 | 减仓 |
| HSBC | HSBC HLDGS PLC SPON ADR NEW | $7.21万 | 0.01% | 874 | 0 | 0.0% | — | 不变 |
| MRVL | MARVELL TECHNOLOGY INC COM | $7.21万 | 0.01% | 728 | 182 | 33.3% | $1.80万 | 加仓 |
| BPRE | BLUEROCK PVT REAL ESTATE FD COM | $7.27万 | 0.01% | 4,378 | 0 | 0.0% | — | 不变 |
| BKR | BAKER HUGHES COMPANY CL A | $7.28万 | 0.01% | 1,192 | -9 | -0.7% | -$549 | 减仓 |
| HYG | ISHARES TR IBOXX HI YD ETF | $7.29万 | 0.01% | 916 | 0 | 0.0% | — | 不变 |
| KD | KYNDRYL HLDGS INC COMMON STOCK | $7.32万 | 0.01% | 5,578 | 0 | 0.0% | — | 不变 |
| PBA | PEMBINA PIPELINE CORP COM ISIN #CA7063271034 SEDOL #B4PT2P8 | $7.33万 | 0.01% | 1,638 | 0 | 0.0% | — | 不变 |
| CBSH | COMMERCE BANCSHARES INC | $7.36万 | 0.01% | 1,496 | 0 | 0.0% | — | 不变 |
| GSK | GSK PLC SPON ADS EACH REP 2 ORD SHS | $7.37万 | 0.01% | 1,336 | 0 | 0.0% | — | 不变 |
| RCL | ROYAL CARIBBEAN GROUP COM USD0.01 | $7.37万 | 0.01% | 268 | -2 | -0.7% | -$550 | 减仓 |
| BRO | BROWN & BROWN INC | $7.38万 | 0.01% | 1,131 | -3 | -0.3% | -$196 | 减仓 |
| FYX | FIRST TRUST PORTFOLIOS SMALL CAP CORE ALPHADEX FD USD ISIN #US33734Y1091 SEDOL #B45Q743 | $7.38万 | 0.01% | 618 | 0 | 0.0% | — | 不变 |
| UFCS | UNITED FIRE GROUP INC | $7.41万 | 0.01% | 2,000 | 0 | 0.0% | — | 不变 |
| FTGC | FIRST TR EXCHANGE-TRADED FD VII FIRST GLOBAL TACTICAL COMMODITY STRATEGY FD | $7.44万 | 0.01% | 2,590 | 0 | 0.0% | — | 不变 |
| — | ELECTRONIC ARTS INC | $7.46万 | 0.01% | 366 | -1 | -0.3% | -$204 | 减仓 |