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 |
|---|---|---|---|---|---|---|---|---|
| H | HYATT HOTELS CORP | $1.69万 | 0.00% | 87 | 0 | 0.0% | — | 不变 |
| MSCI | MSCI INC | $1.68万 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| VXF | VANGUARD EXTENDED MARKETS INDEX FUND | $1.67万 | 0.00% | 68 | 0 | 0.0% | — | 不变 |
| FTI | TECHNIPFMC PLC USD1 | $1.67万 | 0.00% | 252 | 0 | 0.0% | — | 不变 |
| BATRK | ATLANTA BRAVES HLDGS INC COM SER C | $1.67万 | 0.00% | 321 | 0 | 0.0% | — | 不变 |
| PBI | PITNEY BOWES INC COM USD1.00 | $1.66万 | 0.00% | 950 | 0 | 0.0% | — | 不变 |
| LYB | LYONDELLBASELL INDUSTRIES N V COM EUR0.04 CLASS A | $1.64万 | 0.00% | 312 | 0 | 0.0% | — | 不变 |
| EPC | EDGEWELL PERS CARE CO COM | $1.64万 | 0.00% | 610 | 0 | 0.0% | — | 不变 |
| ARKX | ARK ETF TR SPACE &DEFENSE | $1.64万 | 0.00% | 480 | 0 | 0.0% | — | 不变 |
| DINO | HF SINCLAIR CORP COM | $1.63万 | 0.00% | 234 | 0 | 0.0% | — | 不变 |
| SDIV | GLOBAL X FDS SUPERDIVIDEND | $1.63万 | 0.00% | 666 | 666 | — | $1.63万 | 新建仓 |
| HII | HUNTINGTON INGALLS INDUSTRIES INC | $1.62万 | 0.00% | 58 | 0 | 0.0% | — | 不变 |
| EIX | EDISON INTERNATIONAL | $1.62万 | 0.00% | 218 | 0 | 0.0% | — | 不变 |
| MSGK | MADISON SQUARE GRDN SPRT CORP CL A | $1.61万 | 0.00% | 40 | 0 | 0.0% | — | 不变 |
| DIOD | DIODES INC | $1.60万 | 0.00% | 146 | 0 | 0.0% | — | 不变 |
| — | CATALYST PHARMACEUTICALS INC COM | $1.57万 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| NIC | NICOLET BANKSHARES INC | $1.57万 | 0.00% | 95 | 0 | 0.0% | — | 不变 |
| FLRG | FIDELITY US MULTIFACTOR ETF | $1.57万 | 0.00% | 383 | 383 | — | $1.57万 | 新建仓 |
| NDSN | NORDSON CORP | $1.57万 | 0.00% | 52 | 0 | 0.0% | — | 不变 |
| RIGL | RIGEL PHARMACEUTICALS INC COM | $1.56万 | 0.00% | 400 | -300 | -42.9% | -$1.17万 | 减仓 |
| FXO | FIRST TR EXCHANGE TRADED FD II FINANCIAL ALPHADEX FD USD ISIN #US33734X1357 SEDOL #B50P3C2 | $1.56万 | 0.00% | 250 | 0 | 0.0% | — | 不变 |
| CSQ | CALAMOS STRATEGIC TOTAL RETURN COM SH BEN INT | $1.54万 | 0.00% | 750 | 0 | 0.0% | — | 不变 |
| UIS | UNISYS CORP | $1.54万 | 0.00% | 4,200 | 0 | 0.0% | — | 不变 |
| NKE | NIKE INC CLASS B COM NPV | $1.54万 | 0.00% | 374 | 0 | 0.0% | — | 不变 |
| TIP | ISHARES TIPS BOND ETF | $1.53万 | 0.00% | 140 | 140 | — | $1.53万 | 新建仓 |
| WDAY | WORKDAY INC COM USD0.001 CL A | $1.53万 | 0.00% | 125 | 0 | 0.0% | — | 不变 |
| ALGN | ALIGN TECHNOLOGY INC COM USD0.0001 | $1.52万 | 0.00% | 90 | 0 | 0.0% | — | 不变 |
| GLTR | ABRDN PRECIOUS METALS BASKET E PHYSCL PRECS MET | $1.50万 | 0.00% | 83 | 0 | 0.0% | — | 不变 |
| AMCX | AMC GLOBAL MEDIA INC. CLASS A COMMON STOCK | $1.50万 | 0.00% | 1,500 | 0 | 0.0% | — | 不变 |
| IHE | ISHARES TR U.S. PHARMA ETF | $1.49万 | 0.00% | 150 | 0 | 0.0% | — | 不变 |
| TNET | TRINET GROUP INC COM USD0.000025 | $1.48万 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| QYLD | GLOBAL X FDS NASDAQ 100 COVER | $1.46万 | 0.00% | 792 | 0 | 0.0% | — | 不变 |
| WLY | WILEY JOHN &SONS INC COM USD1.00 CLASS A | $1.46万 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| WTM | WHITE MTNS INS GROUP LTD COM | $1.45万 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| VTRS | VIATRIS INC COM | $1.45万 | 0.00% | 912 | 0 | 0.0% | — | 不变 |
| FSLY | FASTLY INC CL A | $1.43万 | 0.00% | 778 | 0 | 0.0% | — | 不变 |
| EVER | EVERQUOTE INC COM CL A | $1.43万 | 0.00% | 600 | 0 | 0.0% | — | 不变 |
| BDX | BECTON DICKINSON &CO COM USD1.00 | $1.42万 | 0.00% | 94 | 0 | 0.0% | — | 不变 |
| IDXX | IDEXX LABORATORIES INC COM USD0.10 | $1.42万 | 0.00% | 27 | 0 | 0.0% | — | 不变 |
| HIG | THE HARTFORD INSURANCE GROUP, INC. COMMON STOCK | $1.42万 | 0.00% | 107 | 0 | 0.0% | — | 不变 |
| NRG | NRG ENERGY INC | $1.42万 | 0.00% | 97 | 0 | 0.0% | — | 不变 |
| PPA | INVESCO EXCHANGE TRADED FD TR AEROSPACE DEFN | $1.41万 | 0.00% | 80 | 0 | 0.0% | — | 不变 |
| MDB | MONGODB INC CL A | $1.41万 | 0.00% | 42 | 0 | 0.0% | — | 不变 |
| STRA | STRATEGIC ED INC COM | $1.41万 | 0.00% | 184 | 0 | 0.0% | — | 不变 |
| LSTR | LANDSTAR SYSTEM INC COM USD0.01 | $1.41万 | 0.00% | 68 | 0 | 0.0% | — | 不变 |
| WCN | WASTE CONNECTIONS INC | $1.40万 | 0.00% | 84 | 40 | 90.9% | $6,668 | 加仓 |
| AU | ANGLOGOLD ASHANTI PLC ORD USD1 | $1.40万 | 0.00% | 173 | 0 | 0.0% | — | 不变 |
| SJM | SMUCKER J M CO COM NEW | $1.40万 | 0.00% | 124 | 0 | 0.0% | — | 不变 |
| SAIA | SAIA INC | $1.39万 | 0.00% | 33 | 0 | 0.0% | — | 不变 |
| ARE | ALEXANDRIA REAL ESTATE EQUITIES COM USD0.01 | $1.37万 | 0.00% | 260 | 0 | 0.0% | — | 不变 |
| FNF | FIDELITY NATIONAL FINANCIAL, INC. COMMON STOCK | $1.37万 | 0.00% | 290 | 0 | 0.0% | — | 不变 |
| OSPN | ONESPAN INC COM | $1.36万 | 0.00% | 950 | -800 | -45.7% | -$1.15万 | 减仓 |
| CMG | CHIPOTLE MEXICAN GRILL INC | $1.36万 | 0.00% | 400 | 0 | 0.0% | — | 不变 |
| HPE | HEWLETT PACKARD ENTERPRISE CO COM | $1.36万 | 0.00% | 301 | 0 | 0.0% | — | 不变 |
| SAH | SONIC AUTOMOTIVE INC | $1.36万 | 0.00% | 160 | 0 | 0.0% | — | 不变 |
| REX | REX AMERICAN RES CORP COM | $1.35万 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| SNDR | SCHNEIDER NATIONAL INC CL B | $1.35万 | 0.00% | 370 | 0 | 0.0% | — | 不变 |
| RPM | RPM INTERNATIONAL INC | $1.34万 | 0.00% | 121 | 0 | 0.0% | — | 不变 |
| ATO | ATMOS ENERGY CORP COM NPV | $1.34万 | 0.00% | 78 | 0 | 0.0% | — | 不变 |
| BIPC | BROOKFIELD INFRASTRUCTURE CORP EXCHANGEABLE SUB VOTING SHS CL A ISIN #CA11276H1064 SEDOL #BSQLM28 | $1.34万 | 0.00% | 349 | 0 | 0.0% | — | 不变 |
| HAL | HALLIBURTON CO COM USD2.50 | $1.33万 | 0.00% | 393 | 0 | 0.0% | — | 不变 |
| VEEV | VEEVA SYSTEMS INC | $1.33万 | 0.00% | 75 | 0 | 0.0% | — | 不变 |
| EQT | EQT CORP COM | $1.33万 | 0.00% | 250 | 245 | 4,900.0% | $1.30万 | 重新持有 |
| SSNC | SS&C TECHNOLOGIES HLDGS INC COM | $1.33万 | 0.00% | 214 | 0 | 0.0% | — | 不变 |
| DKNG | DRAFTKINGS INC NEW COM CL A | $1.33万 | 0.00% | 525 | 0 | 0.0% | — | 不变 |
| RKT | ROCKET COS INC COM CL A | $1.32万 | 0.00% | 841 | 0 | 0.0% | — | 不变 |
| RIO | RIO TINTO ADR EACH REP 1 ORD | $1.32万 | 0.00% | 139 | 0 | 0.0% | — | 不变 |
| BIIB | BIOGEN INC COM USD0.0005 | $1.32万 | 0.00% | 61 | 0 | 0.0% | — | 不变 |
| ENR | ENERGIZER HLDGS INC NEW COM | $1.31万 | 0.00% | 610 | 0 | 0.0% | — | 不变 |
| RBA | RB GLOBAL INC COM NPV ISIN #CA74935Q1072 SEDOL #BMWGTH9 | $1.30万 | 0.00% | 112 | 0 | 0.0% | — | 不变 |
| F | FORD MTR CO DEL COM | $1.30万 | 0.00% | 936 | 4 | 0.4% | $56 | 加仓 |
| WDFC | WD 40 CO COM | $1.29万 | 0.00% | 53 | 0 | 0.0% | — | 不变 |
| SPYD | SPDR SERIES TRUST STATE STREET PORTFOLIO S&P 500 HIGH DIVIDEND ETF | $1.29万 | 0.00% | 270 | 0 | 0.0% | — | 不变 |
| KNX | KNIGHT-SWIFT TRANSN HLDGS INC CL A | $1.28万 | 0.00% | 165 | 0 | 0.0% | — | 不变 |
| PPG | PPG INDUSTRIES INC COM USD1.666 | $1.27万 | 0.00% | 105 | 0 | 0.0% | — | 不变 |
| PAG | PENSKE AUTOMOTIVE GROUP INC | $1.27万 | 0.00% | 71 | 0 | 0.0% | — | 不变 |
| VOX | VANGUARD WORLD FD COMM SRVC ETF | $1.27万 | 0.00% | 69 | 0 | 0.0% | — | 不变 |
| FDXF | FEDEX FGHT HLDG CO INC COMMON STOCK | $1.27万 | 0.00% | 84 | 84 | — | $1.27万 | 新建仓 |
| JPST | J P MORGAN EXCHANGE TRADED FD ULTRA SHRT INC | $1.26万 | 0.00% | 250 | 0 | 0.0% | — | 不变 |
| BOTZ | GLOBAL X FDS RBTCS ARTFL INTE | $1.25万 | 0.00% | 330 | 0 | 0.0% | — | 不变 |
| CPRT | COPART INC COM USD0.0001 | $1.25万 | 0.00% | 444 | -40 | -8.3% | -$1,128 | 减仓 |
| ALNY | ALNYLAM PHARMACEUTICALS INC | $1.23万 | 0.00% | 41 | 0 | 0.0% | — | 不变 |
| SLGN | SILGAN HLDGS INC COM | $1.23万 | 0.00% | 266 | 0 | 0.0% | — | 不变 |
| PFSI | PENNYMAC FINL SVCS INC NEW COM | $1.22万 | 0.00% | 140 | 0 | 0.0% | — | 不变 |
| VLTO | VERALTO CORP COM SHS | $1.20万 | 0.00% | 135 | 0 | 0.0% | — | 不变 |
| DOW | DOW INC COM | $1.19万 | 0.00% | 436 | -343 | -44.0% | -$9,385 | 减仓 |
| BG | BUNGE GLOBAL SA COM USD0.01 | $1.18万 | 0.00% | 111 | 0 | 0.0% | — | 不变 |
| — | QORVO INC | $1.18万 | 0.00% | 126 | 0 | 0.0% | — | 不变 |
| CTSH | COGNIZANT TECHNOLOGY SOLUTIONS CORP COM CL A USD0.01 | $1.17万 | 0.00% | 302 | -17 | -5.3% | -$658 | 减仓 |
| — | WARNER BROS DISCOVERY INC COM SER A | $1.16万 | 0.00% | 436 | 0 | 0.0% | — | 不变 |
| HRB | H & R BLOCK INC | $1.14万 | 0.00% | 300 | -225 | -42.9% | -$8,568 | 减仓 |
| — | THE ARENA GROUP HOLDINGS INC COM | $1.14万 | 0.00% | 13,700 | 11,300 | 470.8% | $9,379 | 加仓 |
| — | NXG NEXTGEN INFRASTR INCM FD COM | $1.13万 | 0.00% | 175 | 0 | 0.0% | — | 不变 |
| PVH | PVH CORPORATION COM | $1.13万 | 0.00% | 152 | 0 | 0.0% | — | 不变 |
| XPOF | XPONENTIAL FITNESS INC COM CL A | $1.11万 | 0.00% | 1,600 | 0 | 0.0% | — | 不变 |
| CRCT | CRICUT INC COM CL A | $1.10万 | 0.00% | 2,500 | 0 | 0.0% | — | 不变 |
| HRMY | HARMONY BIOSCIENCES HLDGS INC COM | $1.09万 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| CMC | COMMERCIAL METALS CO | $1.08万 | 0.00% | 172 | 0 | 0.0% | — | 不变 |
| VNOM | VIPER ENERGY INC CL A | $1.07万 | 0.00% | 253 | 0 | 0.0% | — | 不变 |
| ESTA | ESTABLISHMENT LABS HLDGS INC COM NPV | $1.07万 | 0.00% | 125 | 0 | 0.0% | — | 不变 |