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 |
|---|---|---|---|---|---|---|---|---|
| PNR | PENTAIR PLC SHS | $0 | 0.00% | 0 | -3 | -100.0% | -$312 | 清仓 |
| PEN | PENUMBRA INC COM | $0 | 0.00% | 0 | -1 | -100.0% | -$311 | 清仓 |
| EXEL | EXELIXIS INC COM USD0.001 | $0 | 0.00% | 0 | -7 | -100.0% | -$307 | 清仓 |
| NVT | NVENT ELECTRIC PLC COM USD0.01 | $0 | 0.00% | 0 | -3 | -100.0% | -$306 | 清仓 |
| EXC | EXELON CORP COM NPV | $0 | 0.00% | 0 | -7 | -100.0% | -$305 | 清仓 |
| WWD | WOODWARD INC COM | $0 | 0.00% | 0 | -1 | -100.0% | -$302 | 清仓 |
| FWONK | LIBERTY MEDIA CORP DEL COM LBTY ONE S C | $0 | 0.00% | 0 | -3 | -100.0% | -$296 | 清仓 |
| OKE | ONEOK INC COM USD0.01 | $0 | 0.00% | 0 | -4 | -100.0% | -$294 | 清仓 |
| — | HERITAGE COMM CORP COM | $0 | 0.00% | 0 | -24 | -100.0% | -$288 | 清仓 |
| PODD | INSULET CORP | $0 | 0.00% | 0 | -1 | -100.0% | -$284 | 清仓 |
| AMBA | AMBARELLA INC COM USD0.00045 | $0 | 0.00% | 0 | -4 | -100.0% | -$283 | 清仓 |
| TNL | TRAVEL PLUS LEISURE CO COM | $0 | 0.00% | 0 | -4 | -100.0% | -$282 | 清仓 |
| NYT | NEW YORK TIMES CO | $0 | 0.00% | 0 | -4 | -100.0% | -$278 | 清仓 |
| XPO | XPO INC | $0 | 0.00% | 0 | -2 | -100.0% | -$272 | 清仓 |
| A | AGILENT TECHNOLOGIES INC COM USD0.01 | $0 | 0.00% | 0 | -2 | -100.0% | -$272 | 清仓 |
| BANC | BANC OF CALIFORNIA INC COM | $0 | 0.00% | 0 | -14 | -100.0% | -$270 | 清仓 |
| EQT | EQT CORP COM | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| SGI | SOMNIGROUP INTERNATIONAL INC. COMMON STOCK | $0 | 0.00% | 0 | -3 | -100.0% | -$268 | 清仓 |
| DK | DELEK US HLDGS INC NEW COM | $0 | 0.00% | 0 | -9 | -100.0% | -$267 | 清仓 |
| AA | ALCOA CORP COM | $0 | 0.00% | 0 | -5 | -100.0% | -$266 | 清仓 |
| J | JACOBS SOLUTIONS INC COM | $0 | 0.00% | 0 | -2 | -100.0% | -$265 | 清仓 |
| ILMN | ILLUMINA INC COM USD0.01 | $0 | 0.00% | 0 | -2 | -100.0% | -$262 | 清仓 |
| LVS | LAS VEGAS SANDS CORP COM USD0.001 | $0 | 0.00% | 0 | -4 | -100.0% | -$260 | 清仓 |
| PSA | PUBLIC STORAGE OPER CO COM | $0 | 0.00% | 0 | -1 | -100.0% | -$260 | 清仓 |
| PFS | PROVIDENT FINANCIAL SERVICES INC | $0 | 0.00% | 0 | -13 | -100.0% | -$257 | 清仓 |
| CAR | AVIS BUDGET GROUP COM | $0 | 0.00% | 0 | -2 | -100.0% | -$257 | 清仓 |
| HUM | HUMANA INC | $0 | 0.00% | 0 | -1 | -100.0% | -$256 | 清仓 |
| ALGT | ALLEGIANT TRAVEL COMPANY COM USD0.001 | $0 | 0.00% | 0 | -3 | -100.0% | -$256 | 清仓 |
| MSM | MSC INDUSTRIAL DIRECT CO INC | $0 | 0.00% | 0 | -3 | -100.0% | -$252 | 清仓 |
| HEI/A | HEICO CORP NEW CL A | $0 | 0.00% | 0 | -1 | -100.0% | -$252 | 清仓 |
| COO | COOPER COS INC COM | $0 | 0.00% | 0 | -3 | -100.0% | -$246 | 清仓 |
| WCC | WESCO INTERNATIONAL INC | $0 | 0.00% | 0 | -1 | -100.0% | -$245 | 清仓 |
| ABUS | ARBUTUS BIOPHARMA CORP NPV | $0 | 0.00% | 0 | -51 | -100.0% | -$245 | 清仓 |
| VRSN | VERISIGN INC | $0 | 0.00% | 0 | -1 | -100.0% | -$243 | 清仓 |
| PCG | PG&E CORP COM NPV | $0 | 0.00% | 0 | -15 | -100.0% | -$241 | 清仓 |
| MGEE | MGE ENERGY INC | $0 | 0.00% | 0 | -3 | -100.0% | -$235 | 清仓 |
| UE | URBAN EDGE PROPERTIES | $0 | 0.00% | 0 | -12 | -100.0% | -$230 | 清仓 |
| NTRA | NATERA INC COM | $0 | 0.00% | 0 | -1 | -100.0% | -$229 | 清仓 |
| COIN | COINBASE GLOBAL, INC. CLASS A COMMON STOCK | $0 | 0.00% | 0 | -1 | -100.0% | -$226 | 清仓 |
| KDP | KEURIG DR PEPPER INC COM | $0 | 0.00% | 0 | -8 | -100.0% | -$224 | 清仓 |
| WAFD | WAFD INC COM | $0 | 0.00% | 0 | -7 | -100.0% | -$224 | 清仓 |
| — | HOLOGIC INC | $0 | 0.00% | 0 | -3 | -100.0% | -$223 | 清仓 |
| OOMA | OOMA INC COM | $0 | 0.00% | 0 | -19 | -100.0% | -$223 | 清仓 |
| FERG | FERGUSON ENTERPRISES INC COM | $0 | 0.00% | 0 | -1 | -100.0% | -$223 | 清仓 |
| DBX | DROPBOX, INC. CLASS A COMMON STOCK | $0 | 0.00% | 0 | -8 | -100.0% | -$222 | 清仓 |
| EXE | EXPAND ENERGY CORPORATION COMMON STOCK | $0 | 0.00% | 0 | -2 | -100.0% | -$221 | 清仓 |
| CTO | CTO RLTY GROWTH INC NEW COM | $0 | 0.00% | 0 | -12 | -100.0% | -$221 | 清仓 |
| HR | HEALTHCARE RLTY TR CL A COM | $0 | 0.00% | 0 | -13 | -100.0% | -$220 | 清仓 |
| SBCF | SEACOAST BANKING CORPORATION OF FLORIDA | $0 | 0.00% | 0 | -7 | -100.0% | -$220 | 清仓 |
| UDR | UDR INC | $0 | 0.00% | 0 | -6 | -100.0% | -$220 | 清仓 |
| GEN | GEN DIGITAL INC COM | $0 | 0.00% | 0 | -8 | -100.0% | -$218 | 清仓 |
| UHS | UNIVERSAL HEALTH SERVICES INC | $0 | 0.00% | 0 | -1 | -100.0% | -$218 | 清仓 |
| FSS | FEDERAL SIGNAL CORP | $0 | 0.00% | 0 | -2 | -100.0% | -$217 | 清仓 |
| EFX | EQUIFAX INC COM USD1.25 | $0 | 0.00% | 0 | -1 | -100.0% | -$217 | 清仓 |
| EIG | EMPLOYERS HLDGS INC COM | $0 | 0.00% | 0 | -5 | -100.0% | -$216 | 清仓 |
| TW | TRADEWEB MKTS INC CL A | $0 | 0.00% | 0 | -2 | -100.0% | -$215 | 清仓 |
| CPNG | COUPANG INC CL A | $0 | 0.00% | 0 | -9 | -100.0% | -$212 | 清仓 |
| CHTR | CHARTER COMMUNICATIONS INC NEW CL A | $0 | 0.00% | 0 | -1 | -100.0% | -$209 | 清仓 |
| CORT | CORCEPT THERAPEUTICS INC | $0 | 0.00% | 0 | -6 | -100.0% | -$209 | 清仓 |
| EL | ESTEE LAUDER COMPANIES INC COM USD0.01 CLASS A | $0 | 0.00% | 0 | -2 | -100.0% | -$209 | 清仓 |
| LULU | LULULEMON ATHLETICA INC COM USD0.005 | $0 | 0.00% | 0 | -1 | -100.0% | -$208 | 清仓 |
| — | DAYFORCE INC COM | $0 | 0.00% | 0 | -3 | -100.0% | -$207 | 清仓 |
| IUSV | ISHARES CORE S&P US VALUE ETF | $0 | 0.00% | 0 | -2 | -100.0% | -$205 | 清仓 |
| OFG | OFG BANCORP COM USD1 | $0 | 0.00% | 0 | -5 | -100.0% | -$205 | 清仓 |
| TRC | TEJON RANCH CO | $0 | 0.00% | 0 | -13 | -100.0% | -$205 | 清仓 |
| EPAM | EPAM SYS INC COM USD0.001 | $0 | 0.00% | 0 | -1 | -100.0% | -$205 | 清仓 |
| TROW | PRICE T ROWE GROUPS COM USD0.20 | $0 | 0.00% | 0 | -2 | -100.0% | -$205 | 清仓 |
| GCMG | GCM GROSVENOR INC COM CL A | $0 | 0.00% | 0 | -18 | -100.0% | -$204 | 清仓 |
| GWRE | GUIDEWIRE SOFTWARE INC COM USD0.0001 | $0 | 0.00% | 0 | -1 | -100.0% | -$201 | 清仓 |
| THC | TENET HEALTHCARE CORP | $0 | 0.00% | 0 | -1 | -100.0% | -$199 | 清仓 |
| RVTY | REVVITY INC COM | $0 | 0.00% | 0 | -2 | -100.0% | -$194 | 清仓 |
| WPC | WP CAREY INC COM | $0 | 0.00% | 0 | -3 | -100.0% | -$193 | 清仓 |
| SBAC | SBA COMMUNICATIONS CORP NEW CL A | $0 | 0.00% | 0 | -1 | -100.0% | -$193 | 清仓 |
| OPCH | OPTION CARE HEALTH INC COM NEW | $0 | 0.00% | 0 | -6 | -100.0% | -$191 | 清仓 |
| MAS | MASCO CORP COM USD1.00 | $0 | 0.00% | 0 | -3 | -100.0% | -$190 | 清仓 |
| HQY | HEALTHEQUITY INC COM | $0 | 0.00% | 0 | -2 | -100.0% | -$183 | 清仓 |
| KLIC | KULICKE AND SOFFA INDUSTRIES INC | $0 | 0.00% | 0 | -4 | -100.0% | -$182 | 清仓 |
| ALLY | ALLY FINANCIAL INC COM USD0.01 | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| EBF | ENNIS INC | $0 | 0.00% | 0 | -10 | -100.0% | -$180 | 清仓 |
| CCI | CROWN CASTLE INC COM | $0 | 0.00% | 0 | -2 | -100.0% | -$178 | 清仓 |
| ZION | ZIONS BANCORPORATION N A COM | $0 | 0.00% | 0 | -3 | -100.0% | -$176 | 清仓 |
| PTC | PTC INC | $0 | 0.00% | 0 | -1 | -100.0% | -$174 | 清仓 |
| MANH | MANHATTAN ASSOCIATES INC COM | $0 | 0.00% | 0 | -1 | -100.0% | -$173 | 清仓 |
| BWXT | BWX TECHNOLOGIES INC COM | $0 | 0.00% | 0 | -1 | -100.0% | -$173 | 清仓 |
| ADM | ARCHER-DANIELS-MIDLA ND CO | $0 | 0.00% | 0 | -3 | -100.0% | -$172 | 清仓 |
| TRU | TRANSUNION COM | $0 | 0.00% | 0 | -2 | -100.0% | -$172 | 清仓 |
| JAZZ | JAZZ PHARMACEUTICALS PLC COM USD0.0001 | $0 | 0.00% | 0 | -1 | -100.0% | -$170 | 清仓 |
| WAL | WESTERN ALLIANCE BANCORP | $0 | 0.00% | 0 | -2 | -100.0% | -$168 | 清仓 |
| CNH | CNH INDUSTRIAL NV COM EUR0.01 | $0 | 0.00% | 0 | -18 | -100.0% | -$166 | 清仓 |
| RGEN | REPLIGEN CORP | $0 | 0.00% | 0 | -1 | -100.0% | -$164 | 清仓 |
| LMAT | LEMAITRE VASCULAR INC | $0 | 0.00% | 0 | -2 | -100.0% | -$162 | 清仓 |
| REYN | REYNOLDS CONSUMER PRODS INC COM | $0 | 0.00% | 0 | -7 | -100.0% | -$160 | 清仓 |
| BALL | BALL CORP COM NPV | $0 | 0.00% | 0 | -3 | -100.0% | -$159 | 清仓 |
| PAYC | PAYCOM SOFTWARE INC COM USD0.01 | $0 | 0.00% | 0 | -1 | -100.0% | -$159 | 清仓 |
| ONTO | ONTO INNOVATION INC COM | $0 | 0.00% | 0 | -1 | -100.0% | -$158 | 清仓 |
| ODFL | OLD DOMINION FREIGHT LINE INC COM | $0 | 0.00% | 0 | -1 | -100.0% | -$157 | 清仓 |
| CF | CF INDUSTRIES HOLDINGS INC COM USD0.01 | $0 | 0.00% | 0 | -2 | -100.0% | -$155 | 清仓 |
| KVUE | KENVUE INC COM | $0 | 0.00% | 0 | -9 | -100.0% | -$155 | 清仓 |
| — | LEGGETT &PLATT INC COM USD0.01 | $0 | 0.00% | 0 | -14 | -100.0% | -$154 | 清仓 |
| GAP | GAP INC COM | $0 | 0.00% | 0 | -6 | -100.0% | -$154 | 清仓 |