Premier Path Wealth Partners, LLC
MADISON NJ · SEC CIK 0001999925
$8.70亿2026Q2 申报市值
400持仓数
27.4%前十大占比 · 第一大 5.2%
17 / 17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
XOM 新建仓+$473.31万
IDEV 加仓+$381.95万
DFAI 加仓+$238.06万
IQDG 加仓+$182.42万
ACWX 加仓+$174.54万
2026Q2 卖出最多 按季末市值估算
XLK 减仓-$830.71万
EXXON MOBIL CORP 清仓-$570.25万
IJR 减仓-$210.88万
DD 减仓-$183.01万
SGOV 清仓-$156.60万
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 |
|---|---|---|---|---|---|---|---|---|
| VMC | VULCAN MATLS CO | $38.23万 | 0.04% | 1,296 | 52 | 4.2% | $1.53万 | 加仓 |
| CAG | CONAGRA BRANDS INC | $38.38万 | 0.04% | 28,513 | -5,822 | -17.0% | -$7.84万 | 减仓 |
| CLX | CLOROX CO DEL | $38.38万 | 0.04% | 4,022 | -1,280 | -24.1% | -$12.22万 | 减仓 |
| BF/B | BROWN FORMAN CORP | $38.40万 | 0.04% | 14,408 | -7,507 | -34.3% | -$20.01万 | 减仓 |
| PSA | PUBLIC STORAGE | $38.68万 | 0.04% | 1,215 | -125 | -9.3% | -$3.98万 | 减仓 |
| MPWR | MONOLITHIC PWR SYS INC | $38.71万 | 0.04% | 280 | 6 | 2.2% | $8,294 | 加仓 |
| AME | AMETEK INC | $38.89万 | 0.04% | 1,607 | 18 | 1.1% | $4,356 | 加仓 |
| CPB | CAMPBELL SOUP CO | $39.01万 | 0.04% | 17,519 | -7,690 | -30.5% | -$17.13万 | 减仓 |
| KHC | KRAFT HEINZ CO | $39.24万 | 0.05% | 16,613 | -8,100 | -32.8% | -$19.13万 | 减仓 |
| XYZ | BLOCK INC | $39.69万 | 0.05% | 5,222 | 1,310 | 33.5% | $9.96万 | 加仓 |
| EFX | EQUIFAX INC | $39.91万 | 0.05% | 2,514 | -2,107 | -45.6% | -$33.45万 | 减仓 |
| ABT | ABBOTT LABS | $39.98万 | 0.05% | 4,406 | -2,514 | -36.3% | -$22.81万 | 减仓 |
| WM | WASTE MGMT INC DEL | $40.10万 | 0.05% | 1,799 | -69 | -3.7% | -$1.54万 | 减仓 |
| KR | KROGER CO | $40.13万 | 0.05% | 7,226 | 289 | 4.2% | $1.60万 | 加仓 |
| CPRT | COPART INC | $40.14万 | 0.05% | 14,238 | 2,059 | 16.9% | $5.80万 | 加仓 |
| BAX | BAXTER INTL INC | $40.91万 | 0.05% | 19,188 | -13,944 | -42.1% | -$29.73万 | 减仓 |
| DHR | DANAHER CORPORATION | $41.10万 | 0.05% | 2,158 | -393 | -15.4% | -$7.48万 | 减仓 |
| O | REALTY INCOME CORP | $41.63万 | 0.05% | 6,718 | -633 | -8.6% | -$3.92万 | 减仓 |
| KMX | CARMAX INC | $42.22万 | 0.05% | 7,983 | -5,414 | -40.4% | -$28.63万 | 减仓 |
| COR | CENCORA INC | $42.34万 | 0.05% | 1,496 | -22 | -1.4% | -$6,227 | 减仓 |
| ROIV | ROIVANT SCIENCES LTD | $42.47万 | 0.05% | 12,000 | 0 | 0.0% | — | 不变 |
| CBRE | CBRE GROUP INC | $42.58万 | 0.05% | 3,161 | -447 | -12.4% | -$6.02万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $42.95万 | 0.05% | 1,161 | 66 | 6.0% | $2.44万 | 加仓 |
| IWN | ISHARES TR | $43.08万 | 0.05% | 1,948 | -47 | -2.4% | -$1.04万 | 减仓 |
| ELV | ELEVANCE HEALTH INC | $43.76万 | 0.05% | 1,131 | 138 | 13.9% | $5.34万 | 加仓 |
| MINO | PIMCO ETF TR | $43.85万 | 0.05% | 9,583 | 884 | 10.2% | $4.05万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $43.93万 | 0.05% | 2,780 | -228 | -7.6% | -$3.60万 | 减仓 |
| CLMT | CALUMET INC | $43.94万 | 0.05% | 12,199 | -54 | -0.4% | -$1,945 | 减仓 |
| VRSN | VERISIGN INC | $44.05万 | 0.05% | 1,751 | 292 | 20.0% | $7.35万 | 加仓 |
| EL | LAUDER ESTEE COS INC | $44.07万 | 0.05% | 5,582 | -2,999 | -34.9% | -$23.68万 | 减仓 |
| AKAM | AKAMAI TECHNOLOGIES INC | $44.47万 | 0.05% | 3,762 | -2,363 | -38.6% | -$27.93万 | 减仓 |
| IFF | INTERNATIONAL FLAVORS&FRAGRA | $45.22万 | 0.05% | 5,708 | -2,621 | -31.5% | -$20.77万 | 减仓 |
| DAL | DELTA AIR LINES INC DEL | $45.47万 | 0.05% | 4,855 | 658 | 15.7% | $6.16万 | 加仓 |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $45.75万 | 0.05% | 1,307 | 38 | 3.0% | $1.33万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $45.78万 | 0.05% | 667 | 0 | 0.0% | — | 不变 |
| CAH | CARDINAL HEALTH INC | $46.34万 | 0.05% | 1,951 | -51 | -2.5% | -$1.21万 | 减仓 |
| WAB | WABTEC | $46.35万 | 0.05% | 1,719 | 2 | 0.1% | $539 | 加仓 |
| DASH | DOORDASH INC | $46.51万 | 0.05% | 2,520 | 67 | 2.7% | $1.24万 | 加仓 |
| SHYM | BLACKROCK ETF TRUST II | $46.58万 | 0.05% | 20,747 | 2,881 | 16.1% | $6.47万 | 加仓 |
| PRU | PRUDENTIAL FINL INC | $46.64万 | 0.05% | 4,321 | 172 | 4.1% | $1.86万 | 加仓 |
| MRSH | MARSH & MCLENNAN COS INC | $46.67万 | 0.05% | 2,800 | -44 | -1.5% | -$7,334 | 减仓 |
| ADM | ARCHER DANIELS MIDLAND CO | $46.79万 | 0.05% | 6,125 | 677 | 12.4% | $5.17万 | 加仓 |
| ES | EVERSOURCE ENERGY | $46.92万 | 0.05% | 6,493 | 796 | 14.0% | $5.75万 | 加仓 |
| IBKR | INTERACTIVE BROKERS GROUP IN | $47.47万 | 0.05% | 5,454 | -113 | -2.0% | -$9,836 | 减仓 |
| NSC | NORFOLK SOUTHN CORP | $47.53万 | 0.05% | 1,511 | 95 | 6.7% | $2.99万 | 加仓 |
| NOC | NORTHROP GRUMMAN CORP | $48.46万 | 0.06% | 952 | -192 | -16.8% | -$9.77万 | 减仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $48.73万 | 0.06% | 1,298 | 126 | 10.8% | $4.73万 | 加仓 |
| PFG | PRINCIPAL FINANCIAL GROUP IN | $48.92万 | 0.06% | 4,539 | 85 | 1.9% | $9,161 | 加仓 |
| MLM | MARTIN MARIETTA MATLS INC | $48.96万 | 0.06% | 849 | -92 | -9.8% | -$5.31万 | 减仓 |
| NDAQ | NASDAQ INC | $49.19万 | 0.06% | 6,241 | -485 | -7.2% | -$3.82万 | 减仓 |
| BKR | BAKER HUGHES COMPANY | $49.26万 | 0.06% | 8,876 | 636 | 7.7% | $3.53万 | 加仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $49.97万 | 0.06% | 1,720 | -62 | -3.5% | -$1.80万 | 减仓 |
| HIG | HARTFORD FINL SVCS GROUP INC | $50.17万 | 0.06% | 3,786 | -192 | -4.8% | -$2.54万 | 减仓 |
| STZ | CONSTELLATION BRANDS INC | $50.43万 | 0.06% | 3,626 | -810 | -18.3% | -$11.27万 | 减仓 |
| MSCI | MSCI INC | $50.52万 | 0.06% | 902 | 133 | 17.3% | $7.45万 | 加仓 |
| ASML | ASML HOLDING N V | $50.60万 | 0.06% | 254 | -5 | -1.9% | -$9,961 | 减仓 |
| ICE | INTERCONTINENTAL EXCHANGE INC | $51.19万 | 0.06% | 4,158 | -1,129 | -21.4% | -$13.90万 | 减仓 |
| TMUS | T-MOBILE US INC | $51.46万 | 0.06% | 3,068 | -39 | -1.3% | -$6,541 | 减仓 |
| SYF | SYNCHRONY FINANCIAL | $52.36万 | 0.06% | 6,885 | 332 | 5.1% | $2.52万 | 加仓 |
| TRGP | TARGA RES CORP | $53.71万 | 0.06% | 2,003 | 45 | 2.3% | $1.21万 | 加仓 |
| MCK | MCKESSON CORP | $54.41万 | 0.06% | 720 | -34 | -4.5% | -$2.57万 | 减仓 |
| CEG | CONSTELLATION ENERGY CORP | $54.77万 | 0.06% | 2,205 | 69 | 3.2% | $1.71万 | 加仓 |
| MTB | M & T BK CORP | $54.87万 | 0.06% | 2,306 | 310 | 15.5% | $7.38万 | 加仓 |
| BDX | BECTON DICKINSON & CO | $55.12万 | 0.06% | 3,643 | -1,985 | -35.3% | -$30.04万 | 减仓 |
| F | FORD MTR CO DEL | $55.72万 | 0.06% | 40,083 | 213 | 0.5% | $2,961 | 加仓 |
| TEL | TE CONNECTIVITY PLC | $55.73万 | 0.06% | 2,764 | 199 | 7.8% | $4.01万 | 加仓 |
| IUSG | ISHARES TR | $56.18万 | 0.06% | 2,987 | -210 | -6.6% | -$3.95万 | 减仓 |
| EFA | ISHARES TR | $56.22万 | 0.06% | 5,412 | 1,125 | 26.2% | $11.69万 | 加仓 |
| SO | SOUTHERN CO | $56.23万 | 0.06% | 5,875 | 431 | 7.9% | $4.12万 | 加仓 |
| MPC | MARATHON PETE CORP | $56.63万 | 0.07% | 2,215 | 187 | 9.2% | $4.78万 | 加仓 |
| SBUX | STARBUCKS CORP | $56.80万 | 0.07% | 5,558 | 434 | 8.5% | $4.44万 | 加仓 |
| IUSV | ISHARES TR | $57.18万 | 0.07% | 5,191 | 0 | 0.0% | — | 不变 |
| NXPI | NXP SEMICONDUCTORS N V | $57.66万 | 0.07% | 2,052 | 191 | 10.3% | $5.37万 | 加仓 |
| LNG | CHENIERE ENERGY INC | $57.73万 | 0.07% | 2,415 | 79 | 3.4% | $1.89万 | 加仓 |
| FITB | FIFTH THIRD BANCORP | $58.72万 | 0.07% | 10,416 | 290 | 2.9% | $1.63万 | 加仓 |
| COHR | COHERENT CORP | $58.89万 | 0.07% | 1,493 | 51 | 3.5% | $2.01万 | 加仓 |
| GSK | GSK PLC | $58.92万 | 0.07% | 11,240 | -3,543 | -24.0% | -$18.57万 | 减仓 |
| PCAR | PACCAR INC | $59.05万 | 0.07% | 4,916 | -252 | -4.9% | -$3.03万 | 减仓 |
| EFAV | ISHARES TR | $59.15万 | 0.07% | 6,744 | -1,282 | -16.0% | -$11.24万 | 减仓 |
| HOOD | ROBINHOOD MKTS INC | $59.59万 | 0.07% | 5,942 | -434 | -6.8% | -$4.35万 | 减仓 |
| EBAY | EBAY INC. | $59.67万 | 0.07% | 5,339 | 502 | 10.4% | $5.61万 | 加仓 |
| TROW | PRICE T ROWE GROUP INC | $59.95万 | 0.07% | 5,273 | -1,908 | -26.6% | -$21.69万 | 减仓 |
| VLO | VALERO ENERGY CORP | $60.05万 | 0.07% | 2,306 | 164 | 7.7% | $4.27万 | 加仓 |
| BIIB | BIOGEN INC | $60.19万 | 0.07% | 2,786 | -737 | -20.9% | -$15.92万 | 减仓 |
| DD | DUPONT DE NEMOURS INC | $61.05万 | 0.07% | 4,501 | -13,492 | -75.0% | -$183.01万 | 减仓 |
| NKE | NIKE INC | $61.11万 | 0.07% | 14,888 | -4,523 | -23.3% | -$18.57万 | 减仓 |
| SLB | SCHLUMBERGER LTD | $61.20万 | 0.07% | 13,165 | 588 | 4.7% | $2.73万 | 加仓 |
| KKR | KKR & CO INC | $61.46万 | 0.07% | 6,696 | -71 | -1.0% | -$6,516 | 减仓 |
| FDX | FEDEX CORP | $62.03万 | 0.07% | 1,981 | 156 | 8.5% | $4.89万 | 加仓 |
| MNST | MONSTER BEVERAGE CORP NEW | $62.08万 | 0.07% | 6,459 | 129 | 2.0% | $1.24万 | 加仓 |
| STT | STATE STR CORP | $62.29万 | 0.07% | 3,672 | 45 | 1.2% | $7,633 | 加仓 |
| ACN | ACCENTURE PLC IRELAND | $62.76万 | 0.07% | 5,044 | 1,008 | 25.0% | $12.54万 | 加仓 |
| SPY | SPDR S&P 500 ETF TR | $62.85万 | 0.07% | 842 | -60 | -6.7% | -$4.48万 | 减仓 |
| SYK | STRYKER CORPORATION | $62.99万 | 0.07% | 2,001 | 195 | 10.8% | $6.14万 | 加仓 |
| HEI/A | HEICO CORP NEW | $63.88万 | 0.07% | 2,477 | 0 | 0.0% | — | 不变 |
| ADBE | ADOBE INC | $64.24万 | 0.07% | 3,133 | -1,060 | -25.3% | -$21.73万 | 减仓 |
| AMT | AMERICAN TOWER CORP NEW | $64.36万 | 0.07% | 3,935 | 496 | 14.4% | $8.11万 | 加仓 |
| TDG | TRANSDIGM GROUP INC | $64.91万 | 0.07% | 487 | -1 | -0.2% | -$1,333 | 减仓 |
| FTNT | FORTINET INC | $65.23万 | 0.08% | 4,246 | 244 | 6.1% | $3.75万 | 加仓 |
| HONA | HONEYWELL AEROSPACE INC | $65.24万 | 0.08% | 2,951 | 2,951 | — | $65.24万 | 新建仓 |