PACK Private Wealth, LLC
WAYZATA MN · SEC CIK 0001907212
$2.18亿2026Q1 申报市值
57持仓数
86.9%前十大占比 · 第一大 21.8%
2 / 1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
IVV 加仓+$122.87万
VNQ 加仓+$33.81万
OXY 新建仓+$25.93万
APG 新建仓+$20.84万
IJR 加仓+$13.65万
2026Q1 卖出最多 按季末市值估算
CHRW 减仓-$498.21万
IVW 减仓-$3.91万
GNR 减仓-$2.32万
VWOB 减仓-$1.34万
IVE 减仓-$1.08万
2026Q1 持仓明细 点表头排序
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 |
|---|---|---|---|---|---|---|---|---|
| VEA | VANGUARD TAX-MANAGED FDS | $4,743.66万 | 21.79% | 740,272 | 1,611 | 0.2% | $10.32万 | 加仓 |
| IVV | ISHARES TR | $3,806.52万 | 17.48% | 58,274 | 1,881 | 3.3% | $122.87万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $2,738.96万 | 12.58% | 506,746 | 1,022 | 0.2% | $5.52万 | 加仓 |
| IJH | ISHARES TR | $2,170.54万 | 9.97% | 321,418 | 1,994 | 0.6% | $13.47万 | 加仓 |
| IJR | ISHARES TR | $1,380.06万 | 6.34% | 111,018 | 1,098 | 1.0% | $13.65万 | 加仓 |
| GGG | GRACO INC | $1,301.18万 | 5.98% | 153,713 | 0 | 0.0% | — | 不变 |
| GNR | SPDR INDEX SHS FDS | $1,196.10万 | 5.49% | 160,185 | -311 | -0.2% | -$2.32万 | 减仓 |
| VNQ | VANGUARD INDEX FDS | $903.88万 | 4.15% | 101,903 | 3,812 | 3.9% | $33.81万 | 加仓 |
| IEFA | ISHARES TR | $396.01万 | 1.82% | 43,743 | 0 | 0.0% | — | 不变 |
| VOO | VANGUARD INDEX FDS | $290.35万 | 1.33% | 4,859 | 0 | 0.0% | — | 不变 |
| UNH | UNITEDHEALTH GROUP INC | $258.85万 | 1.19% | 9,566 | 0 | 0.0% | — | 不变 |
| AAPL | APPLE INC | $244.38万 | 1.12% | 9,629 | 0 | 0.0% | — | 不变 |
| — | CHART INDS INC | $231.87万 | 1.06% | 11,215 | 0 | 0.0% | — | 不变 |
| IVW | ISHARES TR | $179.36万 | 0.82% | 15,857 | -346 | -2.1% | -$3.91万 | 减仓 |
| IWP | ISHARES TR | $115.71万 | 0.53% | 9,031 | 0 | 0.0% | — | 不变 |
| GOOG | ALPHABET INC | $114.11万 | 0.52% | 3,978 | -7 | -0.2% | -$2,008 | 减仓 |
| CHRW | C H ROBINSON WORLDWIDE IN | $109.94万 | 0.50% | 6,620 | -30,000 | -81.9% | -$498.21万 | 减仓 |
| IVE | ISHARES TR | $109.90万 | 0.50% | 5,205 | -51 | -1.0% | -$1.08万 | 减仓 |
| AVGO | BROADCOM INC | $96.20万 | 0.44% | 3,108 | 0 | 0.0% | — | 不变 |
| IVOO | VANGUARD ADMIRAL FDS INC | $92.59万 | 0.43% | 8,099 | 0 | 0.0% | — | 不变 |
| RPRX | ROYALTY PHARMA PLC | $83.53万 | 0.38% | 17,414 | 0 | 0.0% | — | 不变 |
| AMZN | AMAZON COM INC | $80.50万 | 0.37% | 3,865 | 195 | 5.3% | $4.06万 | 加仓 |
| IWB | ISHARES TR | $63.18万 | 0.29% | 1,772 | 0 | 0.0% | — | 不变 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $58.70万 | 0.27% | 1,225 | 0 | 0.0% | — | 不变 |
| — | EXCHANGE LISTED FDS TR | $54.14万 | 0.25% | 6,132 | 0 | 0.0% | — | 不变 |
| IWF | ISHARES TR | $53.13万 | 0.24% | 1,246 | 0 | 0.0% | — | 不变 |
| MSFT | MICROSOFT CORP | $52.75万 | 0.24% | 1,425 | 0 | 0.0% | — | 不变 |
| EEM | ISHARES TR | $48.70万 | 0.22% | 8,575 | 0 | 0.0% | — | 不变 |
| VIOO | VANGUARD ADMIRAL FDS INC | $44.71万 | 0.21% | 3,894 | 0 | 0.0% | — | 不变 |
| COPX | GLOBAL X FDS | $43.87万 | 0.20% | 5,746 | 0 | 0.0% | — | 不变 |
| IWD | ISHARES TR | $39.36万 | 0.18% | 1,842 | 0 | 0.0% | — | 不变 |
| IWR | ISHARES TR | $37.16万 | 0.17% | 3,822 | 0 | 0.0% | — | 不变 |
| FCG | FIRST TR EXCHANGE-TRADED FD | $37.07万 | 0.17% | 11,698 | 0 | 0.0% | — | 不变 |
| XLE | SELECT SECTOR SPDR TR | $36.47万 | 0.17% | 5,954 | 0 | 0.0% | — | 不变 |
| EWW | ISHARES INC | $36.22万 | 0.17% | 4,815 | 0 | 0.0% | — | 不变 |
| BNDX | VANGUARD CHARLOTTE FDS | $34.68万 | 0.16% | 7,217 | 0 | 0.0% | — | 不变 |
| META | META PLATFORMS INC | $32.84万 | 0.15% | 574 | 0 | 0.0% | — | 不变 |
| LIT | GLOBAL X FDS | $31.89万 | 0.15% | 4,289 | 0 | 0.0% | — | 不变 |
| BOTZ | GLOBAL X FDS | $30.68万 | 0.14% | 9,234 | 1,873 | 25.4% | $6.22万 | 加仓 |
| EFA | ISHARES TR | $30.59万 | 0.14% | 3,149 | 0 | 0.0% | — | 不变 |
| VWOB | VANGUARD WHITEHALL FDS | $30.50万 | 0.14% | 4,643 | -204 | -4.2% | -$1.34万 | 减仓 |
| INDA | ISHARES TR | $29.20万 | 0.13% | 6,233 | 0 | 0.0% | — | 不变 |
| ONB | OLD NATL BANCORP IND | $28.90万 | 0.13% | 13,078 | 0 | 0.0% | — | 不变 |
| IBB | ISHARES TR | $27.25万 | 0.13% | 1,614 | 0 | 0.0% | — | 不变 |
| DAL | DELTA AIR LINES INC | $26.98万 | 0.12% | 4,058 | 0 | 0.0% | — | 不变 |
| OXY | OCCIDENTAL PETE CORP | $25.93万 | 0.12% | 3,990 | 3,990 | — | $25.93万 | 新建仓 |
| TSLA | TESLA INC | $25.80万 | 0.12% | 694 | 0 | 0.0% | — | 不变 |
| JPM | JPMORGAN CHASE & CO | $23.62万 | 0.11% | 803 | 0 | 0.0% | — | 不变 |
| ECL | ECOLAB INC | $23.04万 | 0.11% | 866 | 0 | 0.0% | — | 不变 |
| BX | BLACKSTONE INC | $23.00万 | 0.11% | 2,000 | 0 | 0.0% | — | 不变 |
| PBR | PETROLEO BRASILEIRO S A | $22.34万 | 0.10% | 10,767 | 0 | 0.0% | — | 不变 |
| IWM | ISHARES TR | $20.88万 | 0.10% | 842 | 0 | 0.0% | — | 不变 |
| APG | API GROUP CORP | $20.84万 | 0.10% | 5,142 | 5,142 | — | $20.84万 | 新建仓 |
| LLY | ELI LILLY & CO | $20.60万 | 0.09% | 224 | 0 | 0.0% | — | 不变 |
| UWMC | UWM HOLDINGS CORPORATION | $6.16万 | 0.03% | 17,022 | 0 | 0.0% | — | 不变 |
| UA | UNDER ARMOUR INC | $5.95万 | 0.03% | 10,271 | 0 | 0.0% | — | 不变 |
| — | CIBUS INC | $3.06万 | 0.01% | 15,478 | 0 | 0.0% | — | 不变 |
| — | C H ROBINSON WORLDWIDE INC 看涨期权 | $0 | 0.00% | 0 | -300 | -100.0% | -$63.19万 | 清仓 |
| CLFD | CLEARFIELD INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |