PACK Private Wealth, LLC
WAYZATA MN · SEC CIK 0001907212
$2.41亿2026Q2 申报市值
61持仓数
86.2%前十大占比 · 第一大 22.0%
4 / 1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
DGII 新建仓+$29.98万
VEA 加仓+$29.70万
CAT 新建仓+$29.39万
VBK 新建仓+$21.94万
ENB 新建仓+$20.66万
2026Q2 卖出最多 按季末市值估算
IVV 减仓-$53.47万
OXY 清仓-$25.93万
VNQ 减仓-$13.96万
IJR 减仓-$10.72万
AAPL 减仓-$1.85万
2026Q2 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 | $5,304.14万 | 21.97% | 744,441 | 4,169 | 0.6% | $29.70万 | 加仓 |
| IVV | ISHARES TR | $4,310.61万 | 17.85% | 57,560 | -714 | -1.2% | -$53.47万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $3,039.06万 | 12.59% | 509,140 | 2,394 | 0.5% | $14.29万 | 加仓 |
| IJH | ISHARES TR | $2,492.90万 | 10.32% | 323,292 | 1,874 | 0.6% | $14.45万 | 加仓 |
| IJR | ISHARES TR | $1,635.79万 | 6.77% | 110,295 | -723 | -0.7% | -$10.72万 | 减仓 |
| GGG | GRACO INC | $1,162.22万 | 4.81% | 153,713 | 0 | 0.0% | — | 不变 |
| GNR | SPDR INDEX SHS FDS | $1,081.26万 | 4.48% | 160,639 | 454 | 0.3% | $3.06万 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $968.69万 | 4.01% | 100,455 | -1,448 | -1.4% | -$13.96万 | 减仓 |
| IEFA | ISHARES TR | $422.47万 | 1.75% | 43,743 | 0 | 0.0% | — | 不变 |
| UNH | UNITEDHEALTH GROUP INC | $397.59万 | 1.65% | 9,566 | 0 | 0.0% | — | 不变 |
| VOO | VANGUARD INDEX FDS | $333.72万 | 1.38% | 4,859 | 0 | 0.0% | — | 不变 |
| AAPL | APPLE INC | $276.77万 | 1.15% | 9,565 | -64 | -0.7% | -$1.85万 | 减仓 |
| — | CHART INDS INC | $234.33万 | 0.97% | 11,215 | 0 | 0.0% | — | 不变 |
| IVW | ISHARES TR | $217.26万 | 0.90% | 15,797 | -60 | -0.4% | -$8,252 | 减仓 |
| GOOG | ALPHABET INC | $140.55万 | 0.58% | 3,978 | 0 | 0.0% | — | 不变 |
| IWP | ISHARES TR | $132.22万 | 0.55% | 9,031 | 0 | 0.0% | — | 不变 |
| CHRW | C H ROBINSON WORLDWIDE IN | $124.68万 | 0.52% | 6,620 | 0 | 0.0% | — | 不变 |
| IVE | ISHARES TR | $118.18万 | 0.49% | 5,205 | 0 | 0.0% | — | 不变 |
| AVGO | BROADCOM INC | $117.64万 | 0.49% | 3,114 | 6 | 0.2% | $2,267 | 加仓 |
| IVOO | VANGUARD ADMIRAL FDS INC | $105.61万 | 0.44% | 8,099 | 0 | 0.0% | — | 不变 |
| AMZN | AMAZON COM INC | $100.01万 | 0.41% | 4,196 | 331 | 8.6% | $7.89万 | 加仓 |
| RPRX | ROYALTY PHARMA PLC | $97.64万 | 0.40% | 17,414 | 0 | 0.0% | — | 不变 |
| IWB | ISHARES TR | $72.56万 | 0.30% | 1,772 | 0 | 0.0% | — | 不变 |
| IWF | ISHARES TR | $61.89万 | 0.26% | 4,984 | 0 | 0.0% | — | 不变 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $61.30万 | 0.25% | 1,225 | 0 | 0.0% | — | 不变 |
| — | EXCHANGE LISTED FDS TR | $59.59万 | 0.25% | 6,132 | 0 | 0.0% | — | 不变 |
| EEM | ISHARES TR | $58.66万 | 0.24% | 8,575 | 0 | 0.0% | — | 不变 |
| VIOO | VANGUARD ADMIRAL FDS INC | $53.56万 | 0.22% | 3,894 | 0 | 0.0% | — | 不变 |
| MSFT | MICROSOFT CORP | $53.16万 | 0.22% | 1,425 | 0 | 0.0% | — | 不变 |
| IWD | ISHARES TR | $44.66万 | 0.18% | 1,842 | 0 | 0.0% | — | 不变 |
| COPX | GLOBAL X FDS | $44.23万 | 0.18% | 5,746 | 0 | 0.0% | — | 不变 |
| IWR | ISHARES TR | $42.16万 | 0.17% | 3,822 | 0 | 0.0% | — | 不变 |
| XLE | SELECT SECTOR SPDR TR | $37.95万 | 0.16% | 7,145 | 1,191 | 20.0% | $6.33万 | 加仓 |
| DAL | DELTA AIR LINES INC | $36.84万 | 0.15% | 3,933 | -125 | -3.1% | -$1.17万 | 减仓 |
| FCG | FIRST TR EXCHANGE-TRADED FD | $36.77万 | 0.15% | 13,819 | 2,121 | 18.1% | $5.64万 | 加仓 |
| EWW | ISHARES INC | $36.24万 | 0.15% | 4,815 | 0 | 0.0% | — | 不变 |
| BOTZ | GLOBAL X FDS | $35.03万 | 0.15% | 9,234 | 0 | 0.0% | — | 不变 |
| BNDX | VANGUARD CHARLOTTE FDS | $34.95万 | 0.14% | 7,217 | 0 | 0.0% | — | 不变 |
| ONB | OLD NATL BANCORP IND | $33.87万 | 0.14% | 13,078 | 0 | 0.0% | — | 不变 |
| LIT | GLOBAL X FDS | $33.57万 | 0.14% | 4,289 | 0 | 0.0% | — | 不变 |
| EFA | ISHARES TR | $32.71万 | 0.14% | 3,149 | 0 | 0.0% | — | 不变 |
| META | META PLATFORMS INC | $32.34万 | 0.13% | 574 | 0 | 0.0% | — | 不变 |
| VWOB | VANGUARD WHITEHALL FDS | $31.22万 | 0.13% | 4,643 | 0 | 0.0% | — | 不变 |
| INDA | ISHARES TR | $30.78万 | 0.13% | 6,233 | 0 | 0.0% | — | 不变 |
| IBB | ISHARES TR | $30.70万 | 0.13% | 1,614 | 0 | 0.0% | — | 不变 |
| DGII | DIGI INTL INC | $29.98万 | 0.12% | 4,000 | 4,000 | — | $29.98万 | 新建仓 |
| CLFD | CLEARFIELD INC | $29.84万 | 0.12% | 7,500 | 0 | 0.0% | — | 重新持有 |
| CAT | CATERPILLAR INC | $29.39万 | 0.12% | 276 | 276 | — | $29.39万 | 新建仓 |
| TSLA | TESLA INC | $29.19万 | 0.12% | 694 | 0 | 0.0% | — | 不变 |
| LLY | ELI LILLY & CO | $26.87万 | 0.11% | 224 | 0 | 0.0% | — | 不变 |
| JPM | JPMORGAN CHASE & CO | $26.28万 | 0.11% | 803 | 0 | 0.0% | — | 不变 |
| IWM | ISHARES TR | $25.30万 | 0.10% | 842 | 0 | 0.0% | — | 不变 |
| ECL | ECOLAB INC | $24.13万 | 0.10% | 866 | 0 | 0.0% | — | 不变 |
| BX | BLACKSTONE INC | $23.53万 | 0.10% | 2,000 | 0 | 0.0% | — | 不变 |
| VBK | VANGUARD INDEX FDS | $21.94万 | 0.09% | 600 | 600 | — | $21.94万 | 新建仓 |
| APG | API GROUP CORP | $21.78万 | 0.09% | 5,142 | 0 | 0.0% | — | 不变 |
| ENB | ENBRIDGE INC | $20.66万 | 0.09% | 3,812 | 3,812 | — | $20.66万 | 新建仓 |
| PBR | PETROLEO BRASILEIRO S A | $17.40万 | 0.07% | 10,767 | 0 | 0.0% | — | 不变 |
| UA | UNDER ARMOUR INC | $6.39万 | 0.03% | 10,271 | 0 | 0.0% | — | 不变 |
| UWMC | UWM HOLDINGS CORPORATION | $3.90万 | 0.02% | 17,022 | 0 | 0.0% | — | 不变 |
| — | CIBUS INC | $2.12万 | 0.01% | 15,478 | 0 | 0.0% | — | 不变 |
| OXY | OCCIDENTAL PETE CORP | $0 | 0.00% | 0 | -3,990 | -100.0% | -$25.93万 | 清仓 |