Premier Path Wealth Partners, LLC
MADISON NJ · SEC CIK 0001999925
$7.67亿2026Q1 申报市值
398持仓数
26.6%前十大占比 · 第一大 5.1%
21 / 18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
ACWX 加仓+$1,159.15万
AGG 加仓+$508.70万
NVDA 加仓+$226.11万
IEF 加仓+$190.40万
VXUS 加仓+$131.87万
2026Q1 卖出最多 按季末市值估算
XLK 减仓-$314.95万
IJR 减仓-$271.33万
XLF 减仓-$216.17万
USIG 减仓-$166.99万
SHV 减仓-$162.00万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| SHY | ISHARES TR | $840.06万 | 1.09% | 101,739 | -13,824 | -12.0% | -$114.14万 | 减仓 |
| QUAL | ISHARES TR | $893.80万 | 1.16% | 46,598 | -6,258 | -11.8% | -$120.03万 | 减仓 |
| XLY | SELECT SECTOR SPDR TR | $920.20万 | 1.20% | 84,437 | -460 | -0.5% | -$5.01万 | 减仓 |
| USIG | ISHARES TR | $941.28万 | 1.23% | 183,736 | -32,597 | -15.1% | -$166.99万 | 减仓 |
| IEI | ISHARES TR | $957.12万 | 1.25% | 80,702 | 9,308 | 13.0% | $110.39万 | 加仓 |
| META | META PLATFORMS INC | $960.30万 | 1.25% | 16,785 | 1,295 | 8.4% | $74.09万 | 加仓 |
| XLF | SELECT SECTOR SPDR TR | $968.13万 | 1.26% | 196,097 | -43,785 | -18.3% | -$216.17万 | 减仓 |
| DGRO | ISHARES TR | $986.27万 | 1.29% | 140,535 | -20,965 | -13.0% | -$147.13万 | 减仓 |
| GOOG | ALPHABET INC | $1,064.01万 | 1.39% | 37,092 | 2,327 | 6.7% | $66.75万 | 加仓 |
| IEF | ISHARES TR | $1,093.33万 | 1.42% | 114,556 | 19,950 | 21.1% | $190.40万 | 加仓 |
| AVGO | AVAGO TECHNOLOGIES LTD | $1,128.86万 | 1.47% | 36,472 | 2,623 | 7.7% | $81.19万 | 加仓 |
| GOOGL | ALPHABET INC | $1,455.38万 | 1.90% | 50,611 | 3,576 | 7.6% | $102.83万 | 加仓 |
| AMZN | AMAZON COM INC | $1,491.90万 | 1.94% | 71,633 | 1,973 | 2.8% | $41.09万 | 加仓 |
| MSFT | MICROSOFT CORP | $2,048.29万 | 2.67% | 55,334 | 1,106 | 2.0% | $40.94万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $2,404.89万 | 3.13% | 180,955 | -23,698 | -11.6% | -$314.95万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $2,840.23万 | 3.70% | 162,857 | 12,965 | 8.6% | $226.11万 | 加仓 |
| ACWX | ISHARES TR | $3,011.61万 | 3.92% | 439,844 | 169,293 | 62.6% | $1,159.15万 | 加仓 |
| AAPL | APPLE INC | $3,888.36万 | 5.07% | 153,212 | 894 | 0.6% | $22.69万 | 加仓 |