PRESILIUM PRIVATE WEALTH, LLC
RADNOR PA · SEC CIK 0001939831
$6.51亿2026Q2 申报市值
96持仓数
77.1%前十大占比 · 第一大 13.4%
22 / 2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
VGSH 加仓+$661.12万
BSV 加仓+$507.12万
SPY 加仓+$409.68万
VTV 加仓+$385.63万
XOM 新建仓+$284.89万
2026Q2 卖出最多 按季末市值估算
EXXON MOBIL CORP 清仓-$353.23万
VUG 减仓-$203.92万
VPL 减仓-$108.66万
VWO 减仓-$51.83万
GLD 清仓-$20.44万
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 |
|---|---|---|---|---|---|---|---|---|
| VTV | VANGUARD INDEX FDS | $8,731.97万 | 13.40% | 400,678 | 17,695 | 4.6% | $385.63万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $8,109.51万 | 12.45% | 941,433 | -23,673 | -2.5% | -$203.92万 | 减仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $6,536.17万 | 10.03% | 1,123,054 | 113,594 | 11.3% | $661.12万 | 加仓 |
| VGK | VANGUARD INTL EQUITY INDEX F | $5,681.42万 | 8.72% | 641,678 | 3,088 | 0.5% | $27.34万 | 加仓 |
| BSV | VANGUARD INDEX FDS | $4,792.60万 | 7.36% | 615,146 | 65,090 | 11.8% | $507.12万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $4,181.10万 | 6.42% | 700,470 | -8,683 | -1.2% | -$51.83万 | 减仓 |
| VOT | VANGUARD INDEX FDS | $3,204.64万 | 4.92% | 104,624 | 222 | 0.2% | $6.80万 | 加仓 |
| VPL | VANGUARD INTL EQUITY INDEX F | $3,170.46万 | 4.87% | 274,048 | -9,392 | -3.3% | -$108.66万 | 减仓 |
| VOE | VANGUARD INDEX FDS | $3,033.49万 | 4.66% | 153,517 | 6,627 | 4.5% | $130.95万 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $2,791.67万 | 4.29% | 289,502 | 11,306 | 4.1% | $109.02万 | 加仓 |
| IGSB | ISHARES TR | $2,087.04万 | 3.20% | 398,214 | 34,333 | 9.4% | $179.94万 | 加仓 |
| VBK | VANGUARD INDEX FDS | $1,996.52万 | 3.06% | 54,594 | -173 | -0.3% | -$6.33万 | 减仓 |
| VBR | VANGUARD INDEX FDS | $1,962.64万 | 3.01% | 80,770 | 1,584 | 2.0% | $38.49万 | 加仓 |
| VSS | VANGUARD INTL EQUITY INDEX F | $1,084.13万 | 1.66% | 70,266 | -575 | -0.8% | -$8.87万 | 减仓 |
| MUB | ISHARES TR | $657.66万 | 1.01% | 61,109 | 2,700 | 4.6% | $29.06万 | 加仓 |
| SUB | ISHARES TR | $595.94万 | 0.91% | 55,973 | 3,099 | 5.9% | $33.00万 | 加仓 |
| SPY | SPDR S&P 500 ETF TR | $462.33万 | 0.71% | 6,191 | 5,486 | 778.2% | $409.68万 | 加仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $327.63万 | 0.50% | 41,456 | 3,734 | 9.9% | $29.51万 | 加仓 |
| XOM | EXXON MOBIL CORP | $284.89万 | 0.44% | 20,838 | 20,838 | — | $284.89万 | 新建仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $250.25万 | 0.38% | 15,945 | -310 | -1.9% | -$4.87万 | 减仓 |
| IPAC | ISHARES TR | $230.14万 | 0.35% | 28,089 | -566 | -2.0% | -$4.64万 | 减仓 |
| IUSG | ISHARES TR | $199.77万 | 0.31% | 10,621 | -141 | -1.3% | -$2.65万 | 减仓 |
| AAPL | APPLE INC | $186.56万 | 0.29% | 6,447 | 353 | 5.8% | $10.22万 | 加仓 |
| IJJ | ISHARES TR | $153.56万 | 0.24% | 10,394 | -309 | -2.9% | -$4.57万 | 减仓 |
| VTEB | VANGUARD MUN BD FDS | $145.50万 | 0.22% | 28,767 | 1,226 | 4.5% | $6.20万 | 加仓 |
| MSFT | MICROSOFT CORP | $134.05万 | 0.21% | 3,594 | 48 | 1.4% | $1.79万 | 加仓 |
| IWF | ISHARES TR | $125.16万 | 0.19% | 10,080 | 0 | 0.0% | — | 不变 |
| GOOG | ALPHABET INC | $124.83万 | 0.19% | 3,533 | -47 | -1.3% | -$1.66万 | 减仓 |
| GE | GE AEROSPACE | $118.11万 | 0.18% | 3,160 | 454 | 16.8% | $16.97万 | 加仓 |
| ESGU | ISHARES TR | $115.93万 | 0.18% | 7,083 | 87 | 1.2% | $1.42万 | 加仓 |
| ESGV | VANGUARD WORLD FD | $115.50万 | 0.18% | 8,734 | -40 | -0.5% | -$5,290 | 减仓 |
| IEFA | ISHARES TR | $113.69万 | 0.17% | 11,771 | 282 | 2.5% | $2.72万 | 加仓 |
| AMZN | AMAZON COM INC | $112.55万 | 0.17% | 4,722 | -180 | -3.7% | -$4.29万 | 减仓 |
| ESGD | ISHARES TR | $111.66万 | 0.17% | 10,861 | 209 | 2.0% | $2.15万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $106.94万 | 0.16% | 1,557 | 158 | 11.3% | $10.85万 | 加仓 |
| PG | PROCTER AND GAMBLE CO | $106.33万 | 0.16% | 7,251 | 27 | 0.4% | $3,959 | 加仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $106.15万 | 0.16% | 2,137 | 0 | 0.0% | — | 不变 |
| SHY | ISHARES TR | $104.97万 | 0.16% | 12,784 | -7 | -0.1% | -$575 | 减仓 |
| GEV | GE VERNOVA INC | $101.06万 | 0.16% | 860 | 112 | 15.0% | $13.16万 | 加仓 |
| GOOGL | ALPHABET INC | $98.82万 | 0.15% | 2,765 | -133 | -4.6% | -$4.75万 | 减仓 |
| L | LOEWS CORP | $96.04万 | 0.15% | 8,483 | 0 | 0.0% | — | 不变 |
| IEUR | ISHARES TR | $92.16万 | 0.14% | 12,260 | -571 | -4.5% | -$4.29万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $89.95万 | 0.14% | 4,496 | 332 | 8.0% | $6.64万 | 加仓 |
| AZN | ASTRAZENECA PLC | $82.34万 | 0.13% | 4,342 | 4,342 | — | $82.34万 | 新建仓 |
| QQEW | FIRST TR EXCHANGE-TRADED FD | $81.40万 | 0.12% | 5,100 | 5,100 | — | $81.40万 | 新建仓 |
| SUSB | ISHARES TR | $73.72万 | 0.11% | 29,500 | 3,077 | 11.6% | $7.69万 | 加仓 |
| USRT | ISHARES TR | $72.62万 | 0.11% | 10,928 | -152 | -1.4% | -$1.01万 | 减仓 |
| NVS | NOVARTIS AG | $72.14万 | 0.11% | 4,603 | -2 | -0.0% | -$313 | 减仓 |
| CL | COLGATE PALMOLIVE CO | $68.97万 | 0.11% | 7,523 | 0 | 0.0% | — | 不变 |
| XLI | SELECT SECTOR SPDR TR | $67.09万 | 0.10% | 3,622 | 3,622 | — | $67.09万 | 新建仓 |
| CIBR | FIRST TR EXCHANGE-TRADED FD | $66.26万 | 0.10% | 7,375 | 7,375 | — | $66.26万 | 新建仓 |
| MRK | MERCK & CO INC | $65.33万 | 0.10% | 5,084 | 1,710 | 50.7% | $21.97万 | 加仓 |
| EAGG | ISHARES TR | $64.87万 | 0.10% | 13,682 | 1,367 | 11.1% | $6.48万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $62.54万 | 0.10% | 542 | 542 | — | $62.54万 | 新建仓 |
| IVW | ISHARES TR | $61.83万 | 0.09% | 4,496 | 1,708 | 61.3% | $23.49万 | 加仓 |
| IUSV | ISHARES TR | $60.07万 | 0.09% | 5,453 | 135 | 2.5% | $1.49万 | 加仓 |
| ESML | ISHARES TR | $56.74万 | 0.09% | 10,145 | 32 | 0.3% | $1,790 | 加仓 |
| V | VISA INC | $56.16万 | 0.09% | 1,637 | 64 | 4.1% | $2.20万 | 加仓 |
| IVV | ISHARES TR | $54.99万 | 0.08% | 734 | 0 | 0.0% | — | 不变 |
| ALAI | THE ALGER ETF TRUST | $54.72万 | 0.08% | 11,990 | 11,990 | — | $54.72万 | 新建仓 |
| ESGE | ISHARES INC | $54.46万 | 0.08% | 9,958 | -440 | -4.2% | -$2.41万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $54.19万 | 0.08% | 1,927 | 95 | 5.2% | $2.67万 | 加仓 |
| META | META PLATFORMS INC | $53.48万 | 0.08% | 949 | -4 | -0.4% | -$2,254 | 减仓 |
| DIS | DISNEY WALT CO | $52.39万 | 0.08% | 5,443 | -16 | -0.3% | -$1,540 | 减仓 |
| FIW | FIRST TR EXCHANGE-TRADED FD | $48.73万 | 0.07% | 4,449 | 4,449 | — | $48.73万 | 新建仓 |
| FEGE | RBB FUND TRUST | $46.02万 | 0.07% | 9,408 | 9,408 | — | $46.02万 | 新建仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $45.55万 | 0.07% | 1,925 | -62 | -3.1% | -$1.47万 | 减仓 |
| VDC | VANGUARD WORLD FD | $42.41万 | 0.07% | 1,881 | 1,881 | — | $42.41万 | 新建仓 |
| IJH | ISHARES TR | $41.12万 | 0.06% | 5,333 | -328 | -5.8% | -$2.53万 | 减仓 |
| JBND | J P MORGAN EXCHANGE TRADED F | $40.60万 | 0.06% | 7,588 | 7,588 | — | $40.60万 | 新建仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $37.16万 | 0.06% | 7,541 | 7,541 | — | $37.16万 | 新建仓 |
| GSK | GSK PLC | $35.92万 | 0.06% | 6,852 | 6,852 | — | $35.92万 | 新建仓 |
| NKE | NIKE INC | $34.82万 | 0.05% | 8,483 | 0 | 0.0% | — | 不变 |
| LLY | ELI LILLY & CO | $34.78万 | 0.05% | 290 | 8 | 2.8% | $9,595 | 加仓 |
| VFLO | VICTORY PORTFOLIOS II | $33.84万 | 0.05% | 7,397 | 7,397 | — | $33.84万 | 新建仓 |
| IJR | ISHARES TR | $32.59万 | 0.05% | 2,197 | -122 | -5.3% | -$1.81万 | 减仓 |
| HD | HOME DEPOT INC | $32.06万 | 0.05% | 909 | 6 | 0.7% | $2,116 | 加仓 |
| HLNE | HAMILTON LANE INC | $31.99万 | 0.05% | 4,058 | 0 | 0.0% | — | 不变 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $30.97万 | 0.05% | 619 | 619 | — | $30.97万 | 新建仓 |
| PM | PHILIP MORRIS INTL INC | $28.74万 | 0.04% | 1,589 | 5 | 0.3% | $904 | 加仓 |
| TROW | PRICE T ROWE GROUP INC | $27.58万 | 0.04% | 2,426 | 14 | 0.6% | $1,592 | 加仓 |
| IEMG | ISHARES INC | $27.37万 | 0.04% | 3,304 | -1,231 | -27.1% | -$10.20万 | 减仓 |
| JHMM | JOHN HANCOCK EXCHANGE TRADED | $26.80万 | 0.04% | 3,575 | 3,575 | — | $26.80万 | 新建仓 |
| QBTS | D-WAVE QUANTUM INC | $25.45万 | 0.04% | 10,607 | -50 | -0.5% | -$1,199 | 减仓 |
| INCY | INCYTE CORP | $24.86万 | 0.04% | 2,193 | 2,193 | — | $24.86万 | 新建仓 |
| CI | THE CIGNA GROUP | $24.20万 | 0.04% | 878 | 1 | 0.1% | $276 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $23.84万 | 0.04% | 4,137 | 4,137 | — | $23.84万 | 新建仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $22.70万 | 0.03% | 781 | 781 | — | $22.70万 | 新建仓 |
| VYM | VANGUARD WHITEHALL FDS | $22.64万 | 0.03% | 1,433 | -47 | -3.2% | -$7,427 | 减仓 |
| HGER | HARBOR ETF TRUST | $22.48万 | 0.03% | 7,661 | 7,661 | — | $22.48万 | 新建仓 |
| ORCL | ORACLE CORP | $22.19万 | 0.03% | 1,514 | 7 | 0.5% | $1,026 | 加仓 |
| RDY | DR REDDYS LABS LTD | $21.93万 | 0.03% | 15,133 | -93 | -0.6% | -$1,348 | 减仓 |
| WMT | WALMART INC | $21.73万 | 0.03% | 1,919 | -6 | -0.3% | -$679 | 减仓 |
| CGMM | CAPITAL GROUP EQUITY ETF TR | $21.41万 | 0.03% | 6,495 | 6,495 | — | $21.41万 | 新建仓 |
| IYW | ISHARES TR | $20.88万 | 0.03% | 828 | -208 | -20.1% | -$5.25万 | 重新持有 |
| QUAL | ISHARES TR | $20.36万 | 0.03% | 928 | 928 | — | $20.36万 | 新建仓 |
| — | EXXON MOBIL CORP | $0 | 0.00% | 0 | -20,820 | -100.0% | -$353.23万 | 清仓 |
| GLD | SPDR GOLD TR | $0 | 0.00% | 0 | -475 | -100.0% | -$20.44万 | 清仓 |