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 |
|---|---|---|---|---|---|---|---|---|
| SCHM | SCHWAB STRATEGIC TR US MID-CAP ETF | $6.27万 | 0.01% | 1,700 | 0 | 0.0% | — | 不变 |
| — | PROSHARES ULTRA TECHNOLOGY | $6.21万 | 0.01% | 400 | 0 | 0.0% | — | 不变 |
| QTUM | ETF SER SOLUTIONS DEFIANCE QUANT | $6.20万 | 0.01% | 375 | 375 | — | $6.20万 | 新建仓 |
| AIQ | GLOBAL X FDS ARTIFICIAL ETF | $6.13万 | 0.01% | 935 | -210 | -18.3% | -$1.38万 | 减仓 |
| CDNS | CADENCE DESIGN SYSTEMS INC COM USD0.01 | $6.12万 | 0.01% | 163 | 15 | 10.1% | $5,630 | 加仓 |
| BITB | BITWISE BITCOIN ETF TR SHS BEN INT | $6.12万 | 0.01% | 1,920 | -400 | -17.2% | -$1.27万 | 减仓 |
| TT | TRANE TECHNOLOGIES PLC COM USD1 | $6.04万 | 0.01% | 123 | 0 | 0.0% | — | 不变 |
| PFLD | ETF SER SOLUTIONS AAM LW DUR PFD | $5.98万 | 0.01% | 3,059 | 0 | 0.0% | — | 不变 |
| CELH | CELSIUS HLDGS INC COM NEW | $5.86万 | 0.01% | 2,000 | 0 | 0.0% | — | 不变 |
| GM | GENERAL MTRS CO COM | $5.85万 | 0.01% | 759 | 0 | 0.0% | — | 不变 |
| — | TIDAL TRUST III FUND GR LARG ETF | $5.80万 | 0.01% | 2,750 | 0 | 0.0% | — | 不变 |
| NXPI | NXP SEMICONDUCTORS NV | $5.65万 | 0.01% | 201 | -35 | -14.8% | -$9,836 | 减仓 |
| ZS | ZSCALER INC COM | $5.65万 | 0.01% | 400 | 0 | 0.0% | — | 不变 |
| SBUX | STARBUCKS CORP COM USD0.001 | $5.54万 | 0.01% | 542 | 0 | 0.0% | — | 不变 |
| MCO | MOODYS CORP COM USD0.01 | $5.48万 | 0.01% | 121 | 0 | 0.0% | — | 不变 |
| CVNA | CARVANA CO CL A | $5.43万 | 0.01% | 825 | 0 | 0.0% | — | 不变 |
| CEG | CONSTELLATION ENERGY CORP COM | $5.41万 | 0.01% | 218 | 0 | 0.0% | — | 不变 |
| FTAI | FTAI AVIATION LTD SHS ISIN #KYG3730V1059 | $5.41万 | 0.01% | 200 | 0 | 0.0% | — | 不变 |
| NLY | ANNALY CAPITAL MANAGEMENT INC COM NEW | $5.37万 | 0.01% | 2,400 | 2,000 | 500.0% | $4.47万 | 加仓 |
| DD | DUPONT DE NEMOURS INC COMMON STOCK | $5.33万 | 0.01% | 393 | -789 | -66.8% | -$10.70万 | 减仓 |
| BPRE | BLUEROCK PVT REAL ESTATE FD COM | $5.32万 | 0.01% | 4,092 | -286 | -6.5% | -$3,721 | 减仓 |
| DELL | DELL TECHNOLOGIES INC CL C | $5.31万 | 0.01% | 123 | 0 | 0.0% | — | 不变 |
| VT | VANGUARD INTL EQUITY INDEX FDS TT WRLD ST ETF | $5.27万 | 0.01% | 336 | 0 | 0.0% | — | 不变 |
| OMC | OMNICOM GROUP INC COM USD0.15 | $5.27万 | 0.01% | 724 | 0 | 0.0% | — | 不变 |
| SPHQ | INVESCO EXCHANGE TRADED FD TR S&P500 QUALITY | $5.23万 | 0.01% | 580 | -718 | -55.3% | -$6.47万 | 减仓 |
| BUFD | FIRST TR EXCHNG TRADED FD VIII FT VEST LADDERED | $5.20万 | 0.01% | 1,750 | 0 | 0.0% | — | 不变 |
| XLRE | SELECT SECTOR SPDR TRUST STATE STREET REAL ESTATE SELECT SECTOR SPDR ETF | $5.20万 | 0.01% | 1,181 | -28 | -2.3% | -$1,233 | 减仓 |
| VGIT | VANGUARD SCOTTSDALE FDS INTER TERM TREAS | $5.20万 | 0.01% | 881 | -136 | -13.4% | -$8,021 | 减仓 |
| HCA | HCA HEALTHCARE INC COM | $5.15万 | 0.00% | 132 | 0 | 0.0% | — | 不变 |
| RPRX | ROYALTY PHARMA PLC COM USD0.0001 CLASS A | $5.08万 | 0.00% | 906 | 0 | 0.0% | — | 不变 |
| STLD | STEEL DYNAMICS INC | $5.07万 | 0.00% | 221 | 0 | 0.0% | — | 不变 |
| EWJ | ISHARES INC MSCI JPN ETF NEW | $5.01万 | 0.00% | 537 | 0 | 0.0% | — | 不变 |
| IBKR | INTERACTIVE BROKERS GROUP INC COM CL A | $4.98万 | 0.00% | 572 | 0 | 0.0% | — | 不变 |
| — | ABERDEEN INDIA FUND INC COMMON STOCK | $4.94万 | 0.00% | 4,206 | 4,206 | — | $4.94万 | 新建仓 |
| IR | INGERSOLL RAND INC COM | $4.94万 | 0.00% | 602 | 0 | 0.0% | — | 不变 |
| TER | TERADYNE INC COM USD0.125 | $4.94万 | 0.00% | 102 | -100 | -49.5% | -$4.84万 | 减仓 |
| FTNT | FORTINET INC COM USD0.001 | $4.87万 | 0.00% | 317 | 0 | 0.0% | — | 不变 |
| XME | SPDR SERIES TRUST STATE STREET S&P METALS & MINING ETF | $4.81万 | 0.00% | 450 | 0 | 0.0% | — | 不变 |
| NDAQ | NASDAQ INC COM STK | $4.78万 | 0.00% | 606 | -400 | -39.8% | -$3.15万 | 减仓 |
| DNP | DNP SELECT INCOME FD INC COM | $4.77万 | 0.00% | 4,422 | 0 | 0.0% | — | 不变 |
| PGR | PROGRESSIVE CORP COM | $4.72万 | 0.00% | 216 | 0 | 0.0% | — | 不变 |
| YUM | YUM! BRANDS INC | $4.68万 | 0.00% | 293 | 0 | 0.0% | — | 不变 |
| CHRW | CH ROBINSON WORLDWIDE INC COM USD0.10 | $4.65万 | 0.00% | 247 | 0 | 0.0% | — | 不变 |
| SNPS | SYNOPSYS INC | $4.59万 | 0.00% | 103 | -1 | -1.0% | -$446 | 减仓 |
| ENTG | ENTEGRIS INC | $4.57万 | 0.00% | 254 | 0 | 0.0% | — | 不变 |
| RMBS | RAMBUS INC | $4.50万 | 0.00% | 339 | 0 | 0.0% | — | 不变 |
| AES | AES CORP COM USD0.01 | $4.48万 | 0.00% | 3,056 | 0 | 0.0% | — | 不变 |
| FSLR | FIRST SOLAR INC | $4.46万 | 0.00% | 189 | 100 | 112.4% | $2.36万 | 加仓 |
| PSP | INVESCO EXCHANGE TRADED FD TR GBL LISTED PVT | $4.46万 | 0.00% | 800 | 0 | 0.0% | — | 不变 |
| CMI | CUMMINS INC | $4.35万 | 0.00% | 61 | 0 | 0.0% | — | 不变 |
| EXPE | EXPEDIA GROUP INC | $4.30万 | 0.00% | 168 | 0 | 0.0% | — | 不变 |
| CTAS | CINTAS CORP | $4.29万 | 0.00% | 252 | 40 | 18.9% | $6,803 | 加仓 |
| EQIX | EQUINIX INC COM | $4.27万 | 0.00% | 41 | 0 | 0.0% | — | 不变 |
| SSRM | SSR MINING INC COM NPV ISIN #CA7847301032 SEDOL #BF7MPL9 | $4.25万 | 0.00% | 1,504 | 0 | 0.0% | — | 不变 |
| OXY | OCCIDENTAL PETE CORP COM | $4.22万 | 0.00% | 868 | -150 | -14.7% | -$7,286 | 减仓 |
| CE | CELANESE CORP DEL COM | $4.21万 | 0.00% | 915 | 0 | 0.0% | — | 不变 |
| TTWO | TAKE-TWO INTERACTIVE SOFTWARE INC | $4.20万 | 0.00% | 168 | 100 | 147.1% | $2.50万 | 加仓 |
| FV | FIRST TR EXCHANGE TRADED FD VI DORSEY WRIGHT FOCUS 5 ETF | $4.14万 | 0.00% | 545 | 545 | — | $4.14万 | 新建仓 |
| PLD | PROLOGIS INC. COM | $4.04万 | 0.00% | 338 | 40 | 13.4% | $4,778 | 加仓 |
| BWA | BORG WARNER INC COM USD0.01 | $4.01万 | 0.00% | 604 | 0 | 0.0% | — | 不变 |
| MAR | MARRIOTT INTERNATIONAL INC COM USD0.01 CLASS A | $4.00万 | 0.00% | 108 | 0 | 0.0% | — | 不变 |
| SPOT | SPOTIFY TECHNOLOGY S.A. COM EUR0.000625 | $3.99万 | 0.00% | 87 | 0 | 0.0% | — | 不变 |
| MSI | MOTOROLA SOLUTIONS INC | $3.99万 | 0.00% | 96 | 0 | 0.0% | — | 不变 |
| — | VANECK ETF TR VANECK STEEL ETF | $3.94万 | 0.00% | 400 | 0 | 0.0% | — | 不变 |
| HLT | HILTON WORLDWIDE HLDGS INC | $3.93万 | 0.00% | 119 | 0 | 0.0% | — | 不变 |
| SHM | SPDR SERIES TRUST STATE STREET NUVEEN ICE SHORT TERM MUNICIPAL BOND ETF | $3.92万 | 0.00% | 818 | 818 | — | $3.92万 | 新建仓 |
| IQV | IQVIA HLDGS INC COM | $3.88万 | 0.00% | 201 | 0 | 0.0% | — | 不变 |
| XYL | XYLEM INC COM USD0.01 | $3.88万 | 0.00% | 328 | 0 | 0.0% | — | 不变 |
| LPLA | LPL FINANCIAL HOLDINGS INC | $3.80万 | 0.00% | 135 | 0 | 0.0% | — | 不变 |
| IP | INTERNATIONAL PAPER CO COM | $3.80万 | 0.00% | 997 | 0 | 0.0% | — | 不变 |
| MCHP | MICROCHIP TECHNOLOGY INC. COM | $3.79万 | 0.00% | 416 | 0 | 0.0% | — | 不变 |
| FCX | FREEPORT-MCMORAN INC COM USD0.10 | $3.79万 | 0.00% | 602 | 0 | 0.0% | — | 不变 |
| INOD | INNODATA INC | $3.78万 | 0.00% | 500 | -500 | -50.0% | -$3.78万 | 减仓 |
| ACGL | ARCH CAPITAL GROUP COM STK USD0.01 | $3.78万 | 0.00% | 389 | 0 | 0.0% | — | 不变 |
| SITE | SITEONE LANDSCAPE SUPPLY INC COM | $3.76万 | 0.00% | 329 | 0 | 0.0% | — | 不变 |
| VSAT | VIASAT INC | $3.76万 | 0.00% | 419 | 0 | 0.0% | — | 不变 |
| RHI | ROBERT HALF INC COM USD0.001 | $3.75万 | 0.00% | 1,222 | 0 | 0.0% | — | 不变 |
| MDU | MDU RESOURCES GROUP INC COM USD1.00 | $3.75万 | 0.00% | 1,768 | 0 | 0.0% | — | 不变 |
| TWLO | TWILIO INC CL A | $3.69万 | 0.00% | 179 | 0 | 0.0% | — | 不变 |
| MLPX | GLOBAL X FDS GLB X MLP ENRG I | $3.66万 | 0.00% | 497 | 0 | 0.0% | — | 不变 |
| AME | AMETEK INC COM | $3.58万 | 0.00% | 148 | 40 | 37.0% | $9,678 | 加仓 |
| INSM | INSMED INC | $3.55万 | 0.00% | 333 | 0 | 0.0% | — | 不变 |
| GWX | SPDR INDEX SHARES FUNDS STATE STREET SPDR S&P INTERNATIONAL SMALL CAP ETF | $3.48万 | 0.00% | 796 | 0 | 0.0% | — | 不变 |
| — | TRAVELZOO COM NEW | $3.45万 | 0.00% | 2,950 | 0 | 0.0% | — | 不变 |
| INTU | INTUIT INC | $3.45万 | 0.00% | 132 | 0 | 0.0% | — | 不变 |
| IBTA | IBOTTA INC CLASS A COM SHS | $3.42万 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| NET | CLOUDFLARE INC CL A COM | $3.38万 | 0.00% | 138 | 0 | 0.0% | — | 不变 |
| WY | WEYERHAEUSER CO MTN BE COM NEW | $3.36万 | 0.00% | 1,404 | 0 | 0.0% | — | 不变 |
| CRNC | CERENCE INC COM | $3.34万 | 0.00% | 2,950 | 0 | 0.0% | — | 不变 |
| EOG | EOG RESOURCES INC | $3.31万 | 0.00% | 255 | 0 | 0.0% | — | 不变 |
| WMB | WILLIAMS COS INC COM | $3.29万 | 0.00% | 442 | 0 | 0.0% | — | 不变 |
| SHEL | SHELL PLC SPON ADS EA REP 2 ORD SHS | $3.28万 | 0.00% | 423 | 0 | 0.0% | — | 不变 |
| KRE | SPDR SERIES TRUST STATE STREET S&P REGIONAL BANKING ETF | $3.26万 | 0.00% | 435 | 0 | 0.0% | — | 不变 |
| TRGP | TARGA RESOURCES CORP | $3.24万 | 0.00% | 121 | 0 | 0.0% | — | 不变 |
| ENB | ENBRIDGE INC COM ISIN #CA29250N1050 SEDOL #2466149 | $3.23万 | 0.00% | 595 | 0 | 0.0% | — | 不变 |
| VIGI | VANGUARD WHITEHALL FDS INTL DVD ETF | $3.17万 | 0.00% | 340 | -246 | -42.0% | -$2.30万 | 减仓 |
| ROST | ROSS STORES INC | $3.15万 | 0.00% | 148 | 0 | 0.0% | — | 不变 |
| CI | THE CIGNA GROUP COM | $3.14万 | 0.00% | 114 | -150 | -56.8% | -$4.14万 | 减仓 |
| VTWO | VANGUARD RUSSELL 2000 ETF | $3.13万 | 0.00% | 258 | 204 | 377.8% | $2.48万 | 加仓 |
| URI | UNITED RENTALS INC | $3.06万 | 0.00% | 27 | 10 | 58.8% | $1.13万 | 加仓 |