PRESILIUM PRIVATE WEALTH, LLC
RADNOR PA · SEC CIK 0001939831
$5.67亿2026Q1 申报市值
75持仓数
78.4%前十大占比 · 第一大 13.2%
2 / 2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
VUG 加仓+$762.20万
VGSH 加仓+$353.04万
VGK 加仓+$304.68万
VOT 加仓+$279.33万
VWO 加仓+$204.31万
2026Q1 卖出最多 按季末市值估算
VCSH 减仓-$70.49万
VPL 减仓-$67.75万
VOO 减仓-$33.46万
PLTR 清仓-$26.79万
PFE 清仓-$22.03万
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 |
|---|---|---|---|---|---|---|---|---|
| VTV | VANGUARD INDEX FDS | $7,514.13万 | 13.25% | 382,983 | 3,390 | 0.9% | $66.51万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $7,025.82万 | 12.39% | 160,851 | 17,450 | 12.2% | $762.20万 | 加仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $5,909.38万 | 10.42% | 1,009,460 | 60,308 | 6.4% | $353.04万 | 加仓 |
| VGK | VANGUARD INTL EQUITY INDEX F | $5,263.90万 | 9.28% | 638,590 | 36,962 | 6.1% | $304.68万 | 加仓 |
| BSV | VANGUARD INDEX FDS | $4,312.99万 | 7.60% | 550,056 | 25,712 | 4.9% | $201.61万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $3,832.97万 | 6.76% | 709,153 | 37,800 | 5.6% | $204.31万 | 加仓 |
| VPL | VANGUARD INTL EQUITY INDEX F | $2,770.06万 | 4.88% | 283,440 | -6,932 | -2.4% | -$67.75万 | 减仓 |
| VOE | VANGUARD INDEX FDS | $2,706.88万 | 4.77% | 146,890 | 1,191 | 0.8% | $21.95万 | 加仓 |
| VOT | VANGUARD INDEX FDS | $2,686.78万 | 4.74% | 104,402 | 10,854 | 11.6% | $279.33万 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $2,467.60万 | 4.35% | 278,196 | 11,141 | 4.2% | $98.82万 | 加仓 |
| IGSB | ISHARES TR | $1,912.56万 | 3.37% | 363,881 | 19,475 | 5.7% | $102.36万 | 加仓 |
| VBR | VANGUARD INDEX FDS | $1,720.31万 | 3.03% | 79,186 | 2,318 | 3.0% | $50.36万 | 加仓 |
| VBK | VANGUARD INDEX FDS | $1,655.33万 | 2.92% | 54,767 | 2,393 | 4.6% | $72.33万 | 加仓 |
| VSS | VANGUARD INTL EQUITY INDEX F | $1,032.79万 | 1.82% | 70,841 | 2,672 | 3.9% | $38.96万 | 加仓 |
| MUB | ISHARES TR | $620.01万 | 1.09% | 58,409 | 3,004 | 5.4% | $31.89万 | 加仓 |
| SUB | ISHARES TR | $563.11万 | 0.99% | 52,874 | 2,500 | 5.0% | $26.62万 | 加仓 |
| — | EXXON MOBIL CORP | $353.23万 | 0.62% | 20,820 | 245 | 1.2% | $4.16万 | 加仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $299.02万 | 0.53% | 37,722 | -8,892 | -19.1% | -$70.49万 | 减仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $224.83万 | 0.40% | 16,255 | -68 | -0.4% | -$9,406 | 减仓 |
| IPAC | ISHARES TR | $219.24万 | 0.39% | 28,655 | 391 | 1.4% | $2.99万 | 加仓 |
| IUSG | ISHARES TR | $166.93万 | 0.29% | 10,762 | 1,193 | 12.5% | $18.50万 | 加仓 |
| AAPL | APPLE INC | $154.67万 | 0.27% | 6,094 | 188 | 3.2% | $4.77万 | 加仓 |
| IJJ | ISHARES TR | $141.82万 | 0.25% | 10,703 | 288 | 2.8% | $3.82万 | 加仓 |
| VTEB | VANGUARD MUN BD FDS | $137.40万 | 0.24% | 27,541 | 1,957 | 7.6% | $9.76万 | 加仓 |
| MSFT | MICROSOFT CORP | $131.28万 | 0.23% | 3,546 | 150 | 4.4% | $5.55万 | 加仓 |
| IWF | ISHARES TR | $107.45万 | 0.19% | 2,520 | 0 | 0.0% | — | 不变 |
| SHY | ISHARES TR | $105.61万 | 0.19% | 12,791 | -955 | -6.9% | -$7.89万 | 减仓 |
| PG | PROCTER AND GAMBLE CO | $104.35万 | 0.18% | 7,224 | 39 | 0.5% | $5,633 | 加仓 |
| IEFA | ISHARES TR | $104.01万 | 0.18% | 11,489 | 152 | 1.3% | $1.38万 | 加仓 |
| GOOG | ALPHABET INC | $102.70万 | 0.18% | 3,580 | 62 | 1.8% | $1.78万 | 加仓 |
| AMZN | AMAZON COM INC | $102.10万 | 0.18% | 4,902 | 373 | 8.2% | $7.77万 | 加仓 |
| ESGD | ISHARES TR | $101.85万 | 0.18% | 10,652 | -3 | -0.0% | -$287 | 减仓 |
| ESGU | ISHARES TR | $98.94万 | 0.17% | 6,996 | 183 | 2.7% | $2.59万 | 加仓 |
| ESGV | VANGUARD WORLD FD | $98.51万 | 0.17% | 8,774 | 389 | 4.6% | $4.37万 | 加仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $95.43万 | 0.17% | 2,137 | 10 | 0.5% | $4,465 | 加仓 |
| L | LOEWS CORP | $90.55万 | 0.16% | 8,483 | 0 | 0.0% | — | 不变 |
| IEUR | ISHARES TR | $90.16万 | 0.16% | 12,831 | 981 | 8.3% | $6.89万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $83.60万 | 0.15% | 1,399 | -560 | -28.6% | -$33.46万 | 减仓 |
| GOOGL | ALPHABET INC | $83.34万 | 0.15% | 2,898 | 94 | 3.4% | $2.70万 | 加仓 |
| GE | GE AEROSPACE | $76.80万 | 0.14% | 2,706 | 9 | 0.3% | $2,554 | 加仓 |
| NVDA | NVIDIA CORPORATION | $72.61万 | 0.13% | 4,164 | 451 | 12.1% | $7.86万 | 加仓 |
| NVS | NOVARTIS AG | $70.35万 | 0.12% | 4,605 | 4,605 | — | $70.35万 | 新建仓 |
| SUSB | ISHARES TR | $66.23万 | 0.12% | 26,423 | -502 | -1.9% | -$1.26万 | 减仓 |
| USRT | ISHARES TR | $65.58万 | 0.12% | 11,080 | 276 | 2.6% | $1.63万 | 加仓 |
| GEV | GE VERNOVA INC | $65.31万 | 0.12% | 748 | 3 | 0.4% | $2,619 | 加仓 |
| CL | COLGATE PALMOLIVE CO | $64.12万 | 0.11% | 7,523 | -2,500 | -24.9% | -$21.31万 | 减仓 |
| EAGG | ISHARES TR | $58.56万 | 0.10% | 12,315 | 66 | 0.5% | $3,138 | 加仓 |
| META | META PLATFORMS INC | $54.55万 | 0.10% | 953 | 48 | 5.3% | $2.75万 | 加仓 |
| IUSV | ISHARES TR | $54.38万 | 0.10% | 5,318 | 44 | 0.8% | $4,499 | 加仓 |
| DIS | DISNEY WALT CO | $52.62万 | 0.09% | 5,459 | 16 | 0.3% | $1,542 | 加仓 |
| IVV | ISHARES TR | $47.97万 | 0.08% | 734 | 205 | 38.8% | $13.40万 | 加仓 |
| ESML | ISHARES TR | $47.55万 | 0.08% | 10,113 | -201 | -1.9% | -$9,451 | 减仓 |
| V | VISA INC | $47.54万 | 0.08% | 1,573 | 24 | 1.5% | $7,254 | 加仓 |
| ESGE | ISHARES INC | $47.28万 | 0.08% | 10,398 | -423 | -3.9% | -$1.92万 | 减仓 |
| SPY | SPDR S&P 500 ETF TR | $45.85万 | 0.08% | 705 | 0 | 0.0% | — | 不变 |
| NKE | NIKE INC | $44.81万 | 0.08% | 8,483 | -15 | -0.2% | -$792 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $44.41万 | 0.08% | 1,832 | 2 | 0.1% | $485 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $42.73万 | 0.08% | 1,987 | -58 | -2.8% | -$1.25万 | 减仓 |
| MRK | MERCK & CO INC | $40.59万 | 0.07% | 3,374 | -1,275 | -27.4% | -$15.34万 | 减仓 |
| HLNE | HAMILTON LANE INC | $40.34万 | 0.07% | 4,058 | 0 | 0.0% | — | 不变 |
| IJH | ISHARES TR | $38.23万 | 0.07% | 5,661 | 101 | 1.8% | $6,821 | 加仓 |
| IEMG | ISHARES INC | $31.63万 | 0.06% | 4,535 | 601 | 15.3% | $4.19万 | 加仓 |
| IVW | ISHARES TR | $31.54万 | 0.06% | 2,788 | 0 | 0.0% | — | 不变 |
| HD | HOME DEPOT INC | $29.70万 | 0.05% | 903 | 13 | 1.5% | $4,276 | 加仓 |
| IJR | ISHARES TR | $28.83万 | 0.05% | 2,319 | 386 | 20.0% | $4.80万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $26.18万 | 0.05% | 1,584 | 10 | 0.6% | $1,653 | 加仓 |
| LLY | ELI LILLY & CO | $25.94万 | 0.05% | 282 | 19 | 7.2% | $1.75万 | 加仓 |
| WMT | WALMART INC | $23.92万 | 0.04% | 1,925 | 48 | 2.6% | $5,964 | 加仓 |
| CI | THE CIGNA GROUP | $23.39万 | 0.04% | 877 | -5 | -0.6% | -$1,334 | 减仓 |
| ORCL | ORACLE CORP | $22.17万 | 0.04% | 1,507 | 32 | 2.2% | $4,708 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $21.92万 | 0.04% | 1,480 | -100 | -6.3% | -$1.48万 | 减仓 |
| TROW | PRICE T ROWE GROUP INC | $21.74万 | 0.04% | 2,412 | -11 | -0.5% | -$992 | 减仓 |
| RDY | DR REDDYS LABS LTD | $21.09万 | 0.04% | 15,226 | 9 | 0.1% | $125 | 加仓 |
| GLD | SPDR GOLD TR | $20.44万 | 0.04% | 475 | 475 | — | $20.44万 | 新建仓 |
| QBTS | D-WAVE QUANTUM INC | $15.38万 | 0.03% | 10,657 | 687 | 6.9% | $9,913 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $0 | 0.00% | 0 | -1,507 | -100.0% | -$26.79万 | 清仓 |
| PFE | PFIZER INC | $0 | 0.00% | 0 | -8,848 | -100.0% | -$22.03万 | 清仓 |
| IYW | ISHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |