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 |
|---|---|---|---|---|---|---|---|---|
| QUAL | ISHARES TR | $928.40万 | 1.07% | 42,309 | -4,289 | -9.2% | -$94.11万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $957.21万 | 1.10% | 29,243 | 1,365 | 4.9% | $44.68万 | 加仓 |
| XLF | SELECT SECTOR SPDR TR | $971.89万 | 1.12% | 181,290 | -14,807 | -7.6% | -$79.38万 | 减仓 |
| USIG | ISHARES TR | $1,009.36万 | 1.16% | 196,794 | 13,058 | 7.1% | $66.97万 | 加仓 |
| DGRO | ISHARES TR | $1,019.50万 | 1.17% | 134,517 | -6,018 | -4.3% | -$45.61万 | 减仓 |
| IEI | ISHARES TR | $1,020.74万 | 1.17% | 86,909 | 6,207 | 7.7% | $72.90万 | 加仓 |
| IEF | ISHARES TR | $1,166.90万 | 1.34% | 123,390 | 8,834 | 7.7% | $83.54万 | 加仓 |
| IDEV | ISHARES TR | $1,256.48万 | 1.44% | 141,161 | 42,911 | 43.7% | $381.95万 | 加仓 |
| GOOG | ALPHABET INC | $1,314.21万 | 1.51% | 37,195 | 103 | 0.3% | $3.64万 | 加仓 |
| AVGO | AVAGO TECHNOLOGIES LTD | $1,429.32万 | 1.64% | 37,838 | 1,366 | 3.7% | $51.60万 | 加仓 |
| AMZN | AMAZON COM INC | $1,760.80万 | 2.02% | 73,878 | 2,245 | 3.1% | $53.51万 | 加仓 |
| GOOGL | ALPHABET INC | $1,886.66万 | 2.17% | 52,793 | 2,182 | 4.3% | $77.98万 | 加仓 |
| MSFT | MICROSOFT CORP | $2,118.73万 | 2.44% | 56,799 | 1,465 | 2.6% | $54.65万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $2,616.85万 | 3.01% | 137,353 | -43,602 | -24.1% | -$830.71万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $3,339.52万 | 3.84% | 166,901 | 4,044 | 2.5% | $80.92万 | 加仓 |
| ACWX | ISHARES TR | $3,522.19万 | 4.05% | 462,777 | 22,933 | 5.2% | $174.54万 | 加仓 |
| AAPL | APPLE INC | $4,541.43万 | 5.22% | 156,948 | 3,736 | 2.4% | $108.10万 | 加仓 |