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 |
|---|---|---|---|---|---|---|---|---|
| MO | ALTRIA GROUP INC | $133.69万 | 0.14% | 20,259 | -197 | -1.0% | -$1.30万 | 减仓 |
| TJX | TJX COMPANIES INC | $132.85万 | 0.14% | 8,319 | 75 | 0.9% | $1.20万 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING INC COM | $132.25万 | 0.14% | 6,509 | 870 | 15.4% | $17.68万 | 加仓 |
| TGT | TARGET CORP | $128.12万 | 0.14% | 10,571 | -726 | -6.4% | -$8.80万 | 减仓 |
| VTHR | VANGUARD SCOTTSDALE FUNDS VANGUARD RUSS3000 IDX FD ETF SHS | $126.53万 | 0.14% | 4,400 | 0 | 0.0% | — | 不变 |
| XLE | SELECT SECTOR SPDR TRUST STATE STREET ENERGY SELECT SECTOR SPDR ETF | $125.30万 | 0.13% | 20,454 | 0 | 0.0% | — | 不变 |
| MA | MASTERCARD INCORPORATED CL A | $123.82万 | 0.13% | 2,478 | -78 | -3.1% | -$3.90万 | 减仓 |
| ROK | ROCKWELL AUTOMATION INC COM USD1 | $122.81万 | 0.13% | 3,422 | -1 | -0.0% | -$359 | 减仓 |
| IWN | ISHARES RUSSELL 2000 VALUE ETF | $122.53万 | 0.13% | 6,463 | 322 | 5.2% | $6.10万 | 加仓 |
| 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 |
| NFLX | NETFLIX INC | $120.48万 | 0.13% | 12,530 | -2,030 | -13.9% | -$19.52万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $120.33万 | 0.13% | 4,447 | -226 | -4.8% | -$6.12万 | 减仓 |
| TRV | TRAVELERS COMPANIES INC COM STK NPV | $118.51万 | 0.13% | 4,063 | -2 | -0.0% | -$583 | 减仓 |
| MMM | 3M CO | $118.44万 | 0.13% | 8,155 | 97 | 1.2% | $1.41万 | 加仓 |
| GD | GENERAL DYNAMICS CORP COM | $117.71万 | 0.13% | 3,430 | 32 | 0.9% | $1.10万 | 加仓 |
| CME | CME GROUP INC COM | $116.96万 | 0.13% | 3,960 | 14 | 0.4% | $4,135 | 加仓 |
| AXP | AMERICAN EXPRESS CO COM USD0.20 | $114.91万 | 0.12% | 3,799 | -35 | -0.9% | -$1.06万 | 减仓 |
| CTVA | CORTEVA INC COM | $113.03万 | 0.12% | 13,503 | -4 | -0.0% | -$335 | 减仓 |
| GEV | GE VERNOVA INC COM | $112.95万 | 0.12% | 1,294 | 149 | 13.0% | $13.01万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC COM USD0.01 | $109.81万 | 0.12% | 1,298 | -344 | -21.0% | -$29.10万 | 减仓 |
| VEU | VANGUARD INTL EQUITY INDEX FDS ALLWRLD EX US | $107.06万 | 0.11% | 14,255 | 0 | 0.0% | — | 不变 |
| BMY | BRISTOL-MYERS SQUIBB CO COM | $105.96万 | 0.11% | 17,470 | 390 | 2.3% | $2.37万 | 加仓 |
| CL | COLGATE-PALMOLIVE CO COM | $103.69万 | 0.11% | 12,166 | -6 | -0.0% | -$511 | 减仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $101.26万 | 0.11% | 26,357 | 1,885 | 7.7% | $7.24万 | 加仓 |
| VTI | VANGUARD INDEX FDS VANGUARD TOTAL STK MKT ETF | $100.25万 | 0.11% | 3,125 | -112 | -3.5% | -$3.59万 | 减仓 |
| MUB | ISHARES NATIONAL MUNI BOND ETF | $99.58万 | 0.11% | 9,381 | -1,786 | -16.0% | -$18.96万 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD TR S&P500 EQL WGT | $97.59万 | 0.10% | 5,085 | 0 | 0.0% | — | 不变 |
| PFE | PFIZER INC | $94.87万 | 0.10% | 33,784 | -623 | -1.8% | -$1.75万 | 减仓 |
| PEG | PUBLIC SVC ENTERPRISE GRP INC COM | $94.79万 | 0.10% | 11,710 | 0 | 0.0% | — | 不变 |
| UAL | UNITED AIRLS HLDGS INC COM | $92.07万 | 0.10% | 10,000 | -3 | -0.0% | -$276 | 减仓 |
| CASY | CASEYS GENERAL STORES INC | $90.11万 | 0.10% | 1,238 | -25 | -2.0% | -$1.82万 | 减仓 |
| T | AT&T INC COM USD1 | $89.45万 | 0.10% | 30,856 | -43 | -0.1% | -$1,247 | 减仓 |
| UBER | UBER TECHNOLOGIES INC COM | $88.02万 | 0.09% | 12,237 | -3,434 | -21.9% | -$24.70万 | 减仓 |
| ALL | ALLSTATE CORP COM USD0.01 | $86.05万 | 0.09% | 4,150 | 854 | 25.9% | $17.71万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $85.71万 | 0.09% | 4,213 | 641 | 17.9% | $13.04万 | 加仓 |
| NOC | NORTHROP GRUMMAN CORP COM USD1 | $84.87万 | 0.09% | 1,244 | 201 | 19.3% | $13.71万 | 加仓 |
| 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 |
| — | JP MORGAN ETF TRUST HIGH YIELD MUNICIPAL ETF USD | $82.82万 | 0.09% | 16,621 | 16,621 | — | $82.82万 | 新建仓 |
| JEPI | J P MORGAN EXCHANGE TRADED FD EQUITY PREMIUM | $77.95万 | 0.08% | 13,752 | 74 | 0.5% | $4,194 | 加仓 |
| ORCL | ORACLE CORP | $76.38万 | 0.08% | 5,192 | 640 | 14.1% | $9.42万 | 加仓 |
| VTEB | VANGUARD MUN BD FDS TAX EXEMPT BD | $76.09万 | 0.08% | 15,252 | 0 | 0.0% | — | 不变 |
| XLF | SELECT SECTOR SPDR TRUST STATE STREET FINANCIAL SELECT SECTOR SPDR ETF | $75.63万 | 0.08% | 15,320 | 0 | 0.0% | — | 不变 |
| GSIE | GOLDMAN SACHS ETF TR ACTIVEBETA INT | $72.03万 | 0.08% | 16,701 | -930 | -5.3% | -$4.01万 | 减仓 |
| — | BITWISE 10 CRYPTO INDEX FD UNIT BENEFICIAL | $69.84万 | 0.07% | 15,656 | 7,481 | 91.5% | $33.37万 | 加仓 |
| VOO | VANGUARD INDEX FUNDS S&P 500 ETF USD | $69.32万 | 0.07% | 1,160 | 0 | 0.0% | — | 不变 |
| MDLZ | MONDELEZ INTL INC COM NPV | $68.58万 | 0.07% | 11,898 | -1,907 | -13.8% | -$10.99万 | 减仓 |
| SCHG | SCHWAB US LARGE-CAP GROWTH ETF | $68.00万 | 0.07% | 23,345 | 1 | 0.0% | $29 | 加仓 |
| ANET | ARISTA NETWORKS INC COM SHS | $67.84万 | 0.07% | 5,525 | -4 | -0.1% | -$491 | 减仓 |
| TSLA | TESLA INC COM | $67.77万 | 0.07% | 1,823 | -814 | -30.9% | -$30.26万 | 减仓 |
| HRL | HORMEL FOODS CORP | $65.06万 | 0.07% | 28,725 | 0 | 0.0% | — | 不变 |
| SYK | STRYKER CORPORATION COM | $64.87万 | 0.07% | 1,974 | -2 | -0.1% | -$657 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $63.29万 | 0.07% | 12,608 | -178 | -1.4% | -$8,936 | 减仓 |
| NVS | NOVARTIS AG SPONSORED ADR | $63.04万 | 0.07% | 4,127 | 0 | 0.0% | — | 不变 |
| CARR | CARRIER GLOBAL CORPORATION COM | $57.80万 | 0.06% | 10,264 | -5 | -0.0% | -$282 | 减仓 |
| GE | GE AEROSPACE COM NEW | $57.75万 | 0.06% | 2,035 | -16 | -0.8% | -$4,540 | 减仓 |
| MCK | MCKESSON CORP | $57.55万 | 0.06% | 665 | -91 | -12.0% | -$7.87万 | 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 |
| PLTR | PALANTIR TECHNOLOGIES INC CL A | $56.99万 | 0.06% | 3,896 | -14 | -0.4% | -$2,048 | 减仓 |
| LRCX | LAM RESEARCH CORP COM NEW | $56.73万 | 0.06% | 2,655 | -48 | -1.8% | -$1.03万 | 减仓 |
| TSCO | TRACTOR SUPPLY CO | $55.65万 | 0.06% | 12,285 | -466 | -3.7% | -$2.11万 | 减仓 |
| VB | VANGUARD SMALL-CAP INDEX FUND | $53.35万 | 0.06% | 2,037 | -200 | -8.9% | -$5.24万 | 减仓 |
| GILD | GILEAD SCIENCES INC COM USD0.001 | $51.93万 | 0.06% | 3,726 | -9 | -0.2% | -$1,254 | 减仓 |
| SITM | SITIME CORP COM | $51.80万 | 0.06% | 1,500 | 0 | 0.0% | — | 不变 |
| SCHB | SCHWAB US BROAD MARKET ETF | $51.58万 | 0.06% | 20,551 | 0 | 0.0% | — | 不变 |
| DIS | DISNEY WALT CO COM | $51.52万 | 0.06% | 5,346 | 2 | 0.0% | $193 | 加仓 |
| ITW | ILLINOIS TOOL WORKS INC COM | $51.49万 | 0.06% | 1,978 | 49 | 2.5% | $1.28万 | 加仓 |
| ECL | ECOLAB INC | $50.87万 | 0.05% | 1,912 | -1 | -0.1% | -$266 | 减仓 |
| AMAT | APPLIED MATERIALS INC COM USD0.01 | $49.18万 | 0.05% | 1,439 | -159 | -9.9% | -$5.43万 | 减仓 |
| QCOM | QUALCOMM INC | $48.43万 | 0.05% | 3,761 | 901 | 31.5% | $11.60万 | 加仓 |
| WM | WASTE MANAGEMENT INC | $47.50万 | 0.05% | 2,067 | -97 | -4.5% | -$2.23万 | 减仓 |
| SHYM | ISHARES HIGH YIELD MUNI INCOME ACTIVE ETF | $47.28万 | 0.05% | 21,470 | 21,470 | — | $47.28万 | 新建仓 |
| GSLC | GOLDMAN SACHS ETF TR ACTIVEBETA US LG | $46.56万 | 0.05% | 3,721 | -382 | -9.3% | -$4.78万 | 减仓 |
| BA | BOEING CO | $45.82万 | 0.05% | 2,302 | 254 | 12.4% | $5.06万 | 加仓 |
| VONG | VANGUARD SCOTTSDALE FUNDS VANGUARD RUSS1000 GROWTH IDX FD ETF | $44.40万 | 0.05% | 4,048 | 0 | 0.0% | — | 不变 |
| IJT | ISHARES TR S&P SMALL CAP 600 GROWTH ETF | $44.14万 | 0.05% | 3,050 | 0 | 0.0% | — | 不变 |
| COST | COSTCO WHOLESALE CORP COM | $43.90万 | 0.05% | 441 | -240 | -35.2% | -$23.89万 | 减仓 |
| ADI | ANALOG DEVICES INC COM | $43.76万 | 0.05% | 1,376 | -3 | -0.2% | -$954 | 减仓 |
| NEM | NEWMONT CORP COM ISIN #US6516391066 SEDOL #BJYKTV2 | $43.72万 | 0.05% | 4,039 | -33 | -0.8% | -$3,572 | 减仓 |
| NEE | NEXTERA ENERGY INC COM USD0.01 | $43.46万 | 0.05% | 4,679 | 671 | 16.7% | $6.23万 | 加仓 |
| TXN | TEXAS INSTRUMENTS INC COM USD1.00 | $43.00万 | 0.05% | 2,215 | 335 | 17.8% | $6.50万 | 加仓 |
| CVS | CVS HEALTH CORPORATION COM USD0.01 | $42.73万 | 0.05% | 5,950 | 89 | 1.5% | $6,392 | 加仓 |
| USHY | ISHARES TR BROAD USD HIGH | $42.58万 | 0.05% | 11,557 | 3,650 | 46.2% | $13.45万 | 加仓 |
| SPGI | S&P GLOBAL INC COM | $42.11万 | 0.05% | 990 | -1 | -0.1% | -$425 | 减仓 |
| CLX | CLOROX CO COM USD1.00 | $41.45万 | 0.04% | 4,000 | 0 | 0.0% | — | 不变 |
| AMT | AMERICAN TOWER CORP NEW COM | $39.90万 | 0.04% | 2,312 | -848 | -26.8% | -$14.63万 | 减仓 |
| AKRE | PROFESSIONALLY MANAGED PORTFOLIOS AKRE FOCUS ETF | $39.86万 | 0.04% | 7,542 | 0 | 0.0% | — | 不变 |
| XLB | SELECT SECTOR SPDR TRUST STATE STREET MATERIALS SELECT SECTOR SPDR ETF | $39.63万 | 0.04% | 7,930 | 0 | 0.0% | — | 不变 |
| BKNG | BOOKING HOLDINGS INC COM | $39.58万 | 0.04% | 94 | 0 | 0.0% | — | 不变 |
| SYY | SYSCO CORP | $39.55万 | 0.04% | 5,545 | 0 | 0.0% | — | 不变 |
| VIG | VANGUARD SPECIALIZED FUNDS DIV APP ETF | $39.12万 | 0.04% | 1,819 | -121 | -6.2% | -$2.60万 | 减仓 |
| AMP | AMERIPRISE FINANCIAL INC COM USD0.01 | $38.97万 | 0.04% | 877 | -1 | -0.1% | -$444 | 减仓 |
| UPS | UNITED PARCEL SERVICE INC CL B | $38.39万 | 0.04% | 3,902 | -64 | -1.6% | -$6,296 | 减仓 |
| CMCSA | COMCAST CORP | $38.36万 | 0.04% | 13,361 | -276 | -2.0% | -$7,924 | 减仓 |
| USO | UNITED STS OIL FD LP UNITS | $38.17万 | 0.04% | 3,000 | 0 | 0.0% | — | 不变 |
| AZO | AUTOZONE INC COM USD0.01 | $37.83万 | 0.04% | 112 | 0 | 0.0% | — | 不变 |
| FAST | FASTENAL COM STK USD0.01 | $37.42万 | 0.04% | 8,064 | -2,312 | -22.3% | -$10.73万 | 减仓 |
| MRSH | MARSH COMMON STOCK | $37.33万 | 0.04% | 2,152 | 354 | 19.7% | $6.14万 | 加仓 |
| QCRH | QCR HOLDINGS INC COM STK USD1 | $36.70万 | 0.04% | 4,295 | 645 | 17.7% | $5.51万 | 加仓 |
| AMGN | AMGEN INC | $36.56万 | 0.04% | 1,039 | 18 | 1.8% | $6,333 | 加仓 |
| KLAC | KLA CORP COM NEW | $36.37万 | 0.04% | 247 | -1 | -0.4% | -$1,472 | 减仓 |