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 |
|---|---|---|---|---|---|---|---|---|
| CEG | CONSTELLATION ENERGY CORP COM | $6.09万 | 0.01% | 218 | -859 | -79.8% | -$23.99万 | 减仓 |
| VGIT | VANGUARD SCOTTSDALE FDS INTER TERM TREAS | $6.06万 | 0.01% | 1,017 | -1,748 | -63.2% | -$10.41万 | 减仓 |
| LHX | L3HARRIS TECHNOLOGIES INC COM | $6.04万 | 0.01% | 175 | 12 | 7.4% | $4,142 | 加仓 |
| CE | CELANESE CORP DEL COM | $6.02万 | 0.01% | 915 | -117 | -11.3% | -$7,695 | 减仓 |
| TER | TERADYNE INC COM USD0.125 | $5.99万 | 0.01% | 202 | 100 | 98.0% | $2.96万 | 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 |
| GNRC | GENERAC HLDGS INC COM USD0.01 | $5.94万 | 0.01% | 304 | 100 | 49.0% | $1.95万 | 加仓 |
| PFLD | ETF SER SOLUTIONS AAM LW DUR PFD | $5.92万 | 0.01% | 3,059 | 3,059 | — | $5.92万 | 新建仓 |
| LIFE | ETHOS TECHNOLOGIES INC CL A | $5.88万 | 0.01% | 5,263 | 5,263 | — | $5.88万 | 新建仓 |
| JHMM | JOHN HANCOCK EXCHANGE TRADED MULTIFACTOR MI | $5.82万 | 0.01% | 867 | 0 | 0.0% | — | 不变 |
| INTU | INTUIT INC | $5.71万 | 0.01% | 132 | -1 | -0.8% | -$432 | 减仓 |
| GM | GENERAL MTRS CO COM | $5.65万 | 0.01% | 759 | -6 | -0.8% | -$447 | 减仓 |
| ZS | ZSCALER INC COM | $5.61万 | 0.01% | 400 | -119 | -22.9% | -$1.67万 | 减仓 |
| SMCI | SUPER MICRO COMPUTER INC COM NEW | $5.46万 | 0.01% | 2,400 | 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 |
| INSM | INSMED INC | $5.45万 | 0.01% | 333 | 0 | 0.0% | — | 不变 |
| — | DUPONT DE NEMOURS INC COM | $5.41万 | 0.01% | 1,182 | -4 | -0.3% | -$183 | 减仓 |
| AIQ | GLOBAL X FDS ARTIFICIAL ETF | $5.34万 | 0.01% | 1,145 | 0 | 0.0% | — | 不变 |
| 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 |
| MOS | MOSAIC CO NEW COM | $5.29万 | 0.01% | 2,073 | -128 | -5.8% | -$3,264 | 减仓 |
| MCO | MOODYS CORP COM USD0.01 | $5.28万 | 0.01% | 121 | 15 | 14.2% | $6,544 | 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 |
| — | TIDAL TRUST III FUNDSTRAT GRANNY | $5.24万 | 0.01% | 2,750 | 1,750 | 175.0% | $3.33万 | 加仓 |
| CVNA | CARVANA CO CL A | $5.19万 | 0.01% | 165 | -1 | -0.6% | -$314 | 减仓 |
| VIGI | VANGUARD WHITEHALL FDS INTL DVD ETF | $5.18万 | 0.01% | 586 | 0 | 0.0% | — | 不变 |
| TT | TRANE TECHNOLOGIES PLC COM USD1 | $5.13万 | 0.01% | 123 | -1 | -0.8% | -$417 | 减仓 |
| — | THOMSON-REUTERS CORP COM NPV( POST REV SPLIT) ISIN #CA8849038085 SEDOL #BPLLTY3 | $5.11万 | 0.01% | 568 | 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 |
| SMH | VANECK ETF TRUST SEMICONDUCTR ETF | $4.98万 | 0.01% | 130 | 0 | 0.0% | — | 不变 |
| JBL | JABIL INC COM | $4.97万 | 0.01% | 187 | 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 |
| SOXX | ISHARES TR ISHARES SEMICDTR | $4.93万 | 0.01% | 150 | 0 | 0.0% | — | 不变 |
| 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 |
| GPC | GENUINE PARTS CO COM USD1.00 | $4.90万 | 0.01% | 463 | 39 | 9.2% | $4,124 | 加仓 |
| XME | SPDR SERIES TRUST STATE STREET S&P METALS & MINING ETF | $4.86万 | 0.01% | 450 | 0 | 0.0% | — | 不变 |
| SBUX | STARBUCKS CORP COM USD0.001 | $4.86万 | 0.01% | 542 | -88 | -14.0% | -$7,884 | 减仓 |
| IR | INGERSOLL RAND INC COM | $4.82万 | 0.01% | 602 | -3 | -0.5% | -$240 | 减仓 |
| NXT | NEXTPOWER INC. CLASS A COMMON STOCK | $4.71万 | 0.01% | 391 | 0 | 0.0% | — | 不变 |
| MTSI | MACOM TECH SOLUTIONS HLDGS INC COM | $4.66万 | 0.00% | 210 | 0 | 0.0% | — | 不变 |
| VT | VANGUARD INTL EQUITY INDEX FDS TT WRLD ST ETF | $4.65万 | 0.00% | 336 | 336 | — | $4.65万 | 新建仓 |
| NXPI | NXP SEMICONDUCTORS NV | $4.65万 | 0.00% | 236 | -30 | -11.3% | -$5,906 | 减仓 |
| YUM | YUM! BRANDS INC | $4.56万 | 0.00% | 293 | -4 | -1.3% | -$622 | 减仓 |
| DNP | DNP SELECT INCOME FD INC COM | $4.55万 | 0.00% | 4,422 | 0 | 0.0% | — | 不变 |
| EWJ | ISHARES INC MSCI JPN ETF NEW | $4.53万 | 0.00% | 537 | 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 |
| PSP | INVESCO EXCHANGE TRADED FD TR GBL LISTED PVT | $4.52万 | 0.00% | 800 | 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 |
| SOLV | SOLVENTUM CORP COM SHS | $4.39万 | 0.00% | 673 | 0 | 0.0% | — | 不变 |
| SITE | SITEONE LANDSCAPE SUPPLY INC COM | $4.38万 | 0.00% | 329 | -1 | -0.3% | -$133 | 减仓 |
| RPRX | ROYALTY PHARMA PLC COM USD0.0001 CLASS A | $4.35万 | 0.00% | 906 | -6 | -0.7% | -$288 | 减仓 |
| AES | AES CORP COM USD0.01 | $4.31万 | 0.00% | 3,056 | 0 | 0.0% | — | 不变 |
| PGR | PROGRESSIVE CORP COM | $4.28万 | 0.00% | 216 | -3 | -1.4% | -$595 | 减仓 |
| SPOT | SPOTIFY TECHNOLOGY S.A. COM EUR0.000625 | $4.22万 | 0.00% | 87 | -1 | -1.1% | -$485 | 减仓 |
| XNTK | SPDR SERIES TRUST STATE STREET NYSE TECHNOLOGY ETF | $4.21万 | 0.00% | 165 | 165 | — | $4.21万 | 新建仓 |
| MSI | MOTOROLA SOLUTIONS INC | $4.17万 | 0.00% | 96 | -5 | -5.0% | -$2,170 | 减仓 |
| SNPS | SYNOPSYS INC | $4.12万 | 0.00% | 104 | -1 | -1.0% | -$396 | 减仓 |
| IYW | ISHARES US TECHNOLOGY ETF | $4.12万 | 0.00% | 227 | 0 | 0.0% | — | 不变 |
| CDNS | CADENCE DESIGN SYSTEMS INC COM USD0.01 | $4.11万 | 0.00% | 148 | -1 | -0.7% | -$278 | 减仓 |
| CHRW | CH ROBINSON WORLDWIDE INC COM USD0.10 | $4.10万 | 0.00% | 247 | -2 | -0.8% | -$332 | 减仓 |
| LPLA | LPL FINANCIAL HOLDINGS INC | $4.06万 | 0.00% | 135 | 0 | 0.0% | — | 不变 |
| ET | ENERGY TRANSFER L P COM UT LTD PTN | $4.02万 | 0.00% | 2,084 | 1,884 | 942.0% | $3.64万 | 加仓 |
| EQIX | EQUINIX INC COM | $4.02万 | 0.00% | 41 | -1 | -2.4% | -$980 | 减仓 |
| STLD | STEEL DYNAMICS INC | $3.98万 | 0.00% | 221 | 0 | 0.0% | — | 不变 |
| PLD | PROLOGIS INC. COM | $3.94万 | 0.00% | 298 | -54 | -15.3% | -$7,138 | 减仓 |
| SHEL | SHELL PLC SPON ADS EA REP 2 ORD SHS | $3.93万 | 0.00% | 423 | 0 | 0.0% | — | 不变 |
| XYL | XYLEM INC COM USD0.01 | $3.92万 | 0.00% | 328 | -2 | -0.6% | -$239 | 减仓 |
| LNG | CHENIERE ENERGY INC COM USD0.003 | $3.92万 | 0.00% | 138 | -1 | -0.7% | -$284 | 减仓 |
| EXPE | EXPEDIA GROUP INC | $3.88万 | 0.00% | 168 | 69 | 69.7% | $1.59万 | 加仓 |
| INOD | INNODATA INC | $3.86万 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| IBKR | INTERACTIVE BROKERS GROUP INC COM CL A | $3.84万 | 0.00% | 572 | -8 | -1.4% | -$537 | 减仓 |
| BMNR | BITMINE IMMERSION TECNOLOGIES COM NEW | $3.76万 | 0.00% | 1,900 | -5,100 | -72.9% | -$10.09万 | 减仓 |
| ACGL | ARCH CAPITAL GROUP COM STK USD0.01 | $3.73万 | 0.00% | 389 | -3 | -0.8% | -$288 | 减仓 |
| EOG | EOG RESOURCES INC | $3.69万 | 0.00% | 255 | 141 | 123.7% | $2.04万 | 加仓 |
| MLPX | GLOBAL X FDS GLB X MLP ENRG I | $3.67万 | 0.00% | 497 | 0 | 0.0% | — | 不变 |
| — | VANECK ETF TR VANECK STEEL ETF | $3.67万 | 0.00% | 400 | 0 | 0.0% | — | 不变 |
| MDU | MDU RESOURCES GROUP INC COM USD1.00 | $3.66万 | 0.00% | 1,768 | 0 | 0.0% | — | 不变 |
| HLT | HILTON WORLDWIDE HLDGS INC | $3.62万 | 0.00% | 119 | -2 | -1.7% | -$608 | 减仓 |
| CTAS | CINTAS CORP | $3.59万 | 0.00% | 212 | -4 | -1.9% | -$677 | 减仓 |
| IP | INTERNATIONAL PAPER CO COM | $3.56万 | 0.00% | 997 | 0 | 0.0% | — | 不变 |
| FCX | FREEPORT-MCMORAN INC COM USD0.10 | $3.54万 | 0.00% | 602 | 115 | 23.6% | $6,760 | 加仓 |
| MAR | MARRIOTT INTERNATIONAL INC COM USD0.01 CLASS A | $3.53万 | 0.00% | 108 | -1 | -0.9% | -$327 | 减仓 |
| VICI | VICI PPTYS INC COM | $3.50万 | 0.00% | 1,280 | -529 | -29.2% | -$1.45万 | 减仓 |
| WY | WEYERHAEUSER CO MTN BE COM NEW | $3.43万 | 0.00% | 1,404 | 0 | 0.0% | — | 不变 |
| IQV | IQVIA HLDGS INC COM | $3.43万 | 0.00% | 201 | -17 | -7.8% | -$2,899 | 减仓 |
| PYPL | PAYPAL HLDGS INC COM | $3.39万 | 0.00% | 749 | 221 | 41.9% | $9,996 | 加仓 |
| — | AUTHID INC COM | $3.39万 | 0.00% | 26,052 | 0 | 0.0% | — | 不变 |
| GWX | SPDR INDEX SHARES FUNDS STATE STREET SPDR S&P INTERNATIONAL SMALL CAP ETF | $3.36万 | 0.00% | 796 | 796 | — | $3.36万 | 新建仓 |
| GPIX | GOLDMAN SACHS ETF TRUST GOLDMAN SACHS S&P 500 PREMIUM INCOME ETF | $3.33万 | 0.00% | 665 | 14 | 2.2% | $701 | 加仓 |
| SPTS | SPDR SERIES TRUST STATE STREET PORTFOLIO SHORT TERM TREASURY ETF | $3.28万 | 0.00% | 1,125 | 225 | 25.0% | $6,566 | 加仓 |
| CMI | CUMMINS INC | $3.28万 | 0.00% | 61 | -1 | -1.6% | -$538 | 减仓 |
| BWA | BORG WARNER INC COM USD0.01 | $3.28万 | 0.00% | 604 | 0 | 0.0% | — | 不变 |
| DOW | DOW INC COM | $3.24万 | 0.00% | 779 | 0 | 0.0% | — | 不变 |
| ENB | ENBRIDGE INC COM ISIN #CA29250N1050 SEDOL #2466149 | $3.22万 | 0.00% | 595 | 0 | 0.0% | — | 不变 |
| WMB | WILLIAMS COS INC COM | $3.22万 | 0.00% | 442 | -8 | -1.8% | -$582 | 减仓 |
| PIPR | PIPER SANDLER COMPANIES COM NEW | $3.22万 | 0.00% | 420 | 315 | 300.0% | $2.41万 | 加仓 |
| ROST | ROSS STORES INC | $3.21万 | 0.00% | 148 | -2 | -1.3% | -$433 | 减仓 |
| BR | BROADRIDGE FINANCIAL SOLUTION INC COM USD0.01 | $3.15万 | 0.00% | 194 | -555 | -74.1% | -$9.02万 | 减仓 |
| — | PROSHARES ULTRA TECHNOLOGY | $3.14万 | 0.00% | 400 | 400 | — | $3.14万 | 新建仓 |
| GEHC | GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK | $3.13万 | 0.00% | 440 | -2 | -0.5% | -$142 | 减仓 |