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 |
|---|---|---|---|---|---|---|---|---|
| — | EXXON MOBIL CORP | $0 | 0.00% | 0 | -33,612 | -100.0% | -$570.25万 | 清仓 |
| SGOV | ISHARES TR | $0 | 0.00% | 0 | -15,557 | -100.0% | -$156.60万 | 清仓 |
| EXR | EXTRA SPACE STORAGE INC | $0 | 0.00% | 0 | -2,400 | -100.0% | -$31.47万 | 清仓 |
| TSCO | TRACTOR SUPPLY CO | $0 | 0.00% | 0 | -6,191 | -100.0% | -$28.05万 | 清仓 |
| PTC | PTC INC | $0 | 0.00% | 0 | -1,948 | -100.0% | -$27.76万 | 清仓 |
| AZO | AUTOZONE INC | $0 | 0.00% | 0 | -72 | -100.0% | -$24.40万 | 清仓 |
| STE | STERIS PLC | $0 | 0.00% | 0 | -1,075 | -100.0% | -$23.77万 | 清仓 |
| PYPL | PAYPAL HLDGS INC | $0 | 0.00% | 0 | -5,197 | -100.0% | -$23.51万 | 清仓 |
| LEN | LENNAR CORP | $0 | 0.00% | 0 | -2,668 | -100.0% | -$23.17万 | 清仓 |
| COIN | COINBASE GLOBAL INC | $0 | 0.00% | 0 | -1,307 | -100.0% | -$22.82万 | 清仓 |
| RSG | REPUBLIC SVCS INC | $0 | 0.00% | 0 | -1,025 | -100.0% | -$22.45万 | 清仓 |
| — | ELECTRONIC ARTS INC | $0 | 0.00% | 0 | -1,086 | -100.0% | -$22.14万 | 清仓 |
| KTOS | KRATOS DEFENSE & SEC SOLUTIO | $0 | 0.00% | 0 | -3,059 | -100.0% | -$21.57万 | 清仓 |
| A | AGILENT TECHNOLOGIES INC | $0 | 0.00% | 0 | -1,882 | -100.0% | -$21.45万 | 清仓 |
| VEEV | VEEVA SYS INC | $0 | 0.00% | 0 | -1,202 | -100.0% | -$21.11万 | 清仓 |
| IQV | IQVIA HLDGS INC | $0 | 0.00% | 0 | -1,220 | -100.0% | -$20.80万 | 清仓 |
| VLY | VALLEY NATL BANCORP | $0 | 0.00% | 0 | -10,669 | -100.0% | -$13.10万 | 清仓 |
| — | ANAVEX LIFE SCIENCES CORP | $2.59万 | 0.00% | 10,000 | 0 | 0.0% | — | 不变 |
| ABUS | ARBUTUS BIOPHARMA CORP | $14.40万 | 0.02% | 30,000 | -10,000 | -25.0% | -$4.80万 | 减仓 |
| OBDC | BLUE OWL CAPITAL CORPORATION | $15.22万 | 0.02% | 14,000 | 0 | 0.0% | — | 不变 |
| MUFG | MITSUBISHI UFJ FINL GROUP IN | $20.10万 | 0.02% | 10,106 | -724 | -6.7% | -$1.44万 | 减仓 |
| SKYY | FIRST TR EXCHANGE-TRADED FD | $20.22万 | 0.02% | 1,502 | -387 | -20.5% | -$5.21万 | 重新持有 |
| MGK | VANGUARD WORLD FD | $20.75万 | 0.02% | 2,360 | 2,360 | — | $20.75万 | 新建仓 |
| DLTR | DOLLAR TREE INC | $20.84万 | 0.02% | 1,723 | 1,723 | — | $20.84万 | 新建仓 |
| DTE | DTE ENERGY CO | $20.94万 | 0.02% | 1,374 | -21 | -1.5% | -$3,201 | 减仓 |
| NRG | NRG ENERGY INC | $21.24万 | 0.02% | 1,454 | -7 | -0.5% | -$1,022 | 减仓 |
| SCCO | SOUTHERN COPPER CORP | $21.32万 | 0.02% | 1,223 | 1,223 | — | $21.32万 | 新建仓 |
| BSX | BOSTON SCIENTIFIC CORP | $21.53万 | 0.02% | 5,044 | -4,070 | -44.7% | -$17.37万 | 减仓 |
| VONG | VANGUARD SCOTTSDALE FDS | $21.65万 | 0.02% | 1,694 | 0 | 0.0% | — | 重新持有 |
| PAVE | GLOBAL X FDS | $21.87万 | 0.03% | 3,712 | -375 | -9.2% | -$2.21万 | 减仓 |
| UAL | UNITED AIRLS HLDGS INC | $22.23万 | 0.03% | 1,635 | 1,635 | — | $22.23万 | 新建仓 |
| CIEN | CIENA CORP | $22.37万 | 0.03% | 456 | 456 | — | $22.37万 | 新建仓 |
| MRNA | MODERNA INC | $22.63万 | 0.03% | 3,231 | 3,231 | — | $22.63万 | 新建仓 |
| FLJP | FRANKLIN TEMPLETON ETF TR | $23.05万 | 0.03% | 5,800 | 0 | 0.0% | — | 不变 |
| DRI | DARDEN RESTAURANTS INC | $23.26万 | 0.03% | 1,129 | -62 | -5.2% | -$1.28万 | 减仓 |
| ABNB | AIRBNB INC | $23.70万 | 0.03% | 1,656 | -10 | -0.6% | -$1,431 | 减仓 |
| SBAC | SBA COMMUNICATIONS CORP | $23.70万 | 0.03% | 1,343 | 1,343 | — | $23.70万 | 新建仓 |
| INVH | INVITATION HOMES INC | $24.37万 | 0.03% | 8,068 | 8,068 | — | $24.37万 | 新建仓 |
| DVN | DEVON ENERGY CORP NEW | $24.38万 | 0.03% | 5,900 | 5,900 | — | $24.38万 | 新建仓 |
| IDXX | IDEXX LABS INC | $24.85万 | 0.03% | 472 | -82 | -14.8% | -$4.32万 | 减仓 |
| SPCX | SPACE EXPLORATION TECHN CORP | $25.30万 | 0.03% | 1,481 | 1,481 | — | $25.30万 | 新建仓 |
| AON | AON PLC | $25.44万 | 0.03% | 767 | 22 | 3.0% | $7,297 | 加仓 |
| IVW | ISHARES TR | $25.70万 | 0.03% | 1,869 | -10 | -0.5% | -$1,375 | 减仓 |
| ARES | ARES MANAGEMENT CORPORATION | $26.10万 | 0.03% | 2,345 | -213 | -8.3% | -$2.37万 | 减仓 |
| CTSH | COGNIZANT TECHNOLOGY SOLUTIO | $26.27万 | 0.03% | 6,783 | -2,102 | -23.7% | -$8.14万 | 减仓 |
| ED | CONSOLIDATED EDISON INC | $26.97万 | 0.03% | 2,438 | -65 | -2.6% | -$7,191 | 减仓 |
| SDY | SPDR SER TR | $26.99万 | 0.03% | 1,773 | 17 | 1.0% | $2,587 | 加仓 |
| XYL | XYLEM INC | $27.58万 | 0.03% | 2,333 | -304 | -11.5% | -$3.59万 | 减仓 |
| TTWO | TAKE-TWO INTERACTIVE SOFTWAR | $27.89万 | 0.03% | 1,116 | -36 | -3.1% | -$8,995 | 减仓 |
| WEC | WEC ENERGY GROUP INC | $28.21万 | 0.03% | 2,416 | -165 | -6.4% | -$1.93万 | 减仓 |
| XEL | XCEL ENERGY INC | $28.37万 | 0.03% | 3,532 | -351 | -9.0% | -$2.82万 | 减仓 |
| BR | BROADRIDGE FINL SOLUTIONS IN | $28.45万 | 0.03% | 2,077 | -742 | -26.3% | -$10.16万 | 减仓 |
| ATO | ATMOS ENERGY CORP | $28.55万 | 0.03% | 1,657 | -46 | -2.7% | -$7,924 | 减仓 |
| EOG | EOG RES INC | $28.88万 | 0.03% | 2,226 | -63 | -2.8% | -$8,173 | 减仓 |
| AMLP | ALPS ETF TR | $29.34万 | 0.03% | 5,659 | 24 | 0.4% | $1,244 | 加仓 |
| EXC | EXELON CORP | $29.36万 | 0.03% | 6,298 | 95 | 1.5% | $4,429 | 加仓 |
| BE | BLOOM ENERGY CORP | $29.39万 | 0.03% | 971 | 971 | — | $29.39万 | 新建仓 |
| HPE | HEWLETT PACKARD ENTERPRISE C | $29.85万 | 0.03% | 6,617 | 6,617 | — | $29.85万 | 新建仓 |
| APO | APOLLO GLOBAL MGMT INC | $29.96万 | 0.03% | 2,532 | -110 | -4.2% | -$1.30万 | 减仓 |
| RMD | RESMED INC | $30.43万 | 0.04% | 1,562 | -151 | -8.8% | -$2.94万 | 减仓 |
| DOV | DOVER CORP | $31.39万 | 0.04% | 1,400 | -10 | -0.7% | -$2,242 | 减仓 |
| VTR | VENTAS INC | $31.52万 | 0.04% | 3,550 | 42 | 1.2% | $3,729 | 加仓 |
| REGN | REGENERON PHARMACEUTICALS | $31.60万 | 0.04% | 507 | -160 | -24.0% | -$9.97万 | 减仓 |
| CSGP | COSTAR GROUP INC | $31.90万 | 0.04% | 11,265 | -2,363 | -17.3% | -$6.69万 | 减仓 |
| DDOG | DATADOG INC | $32.01万 | 0.04% | 1,230 | 1,230 | — | $32.01万 | 新建仓 |
| MCHP | MICROCHIP TECHNOLOGY INC. | $32.05万 | 0.04% | 3,514 | -58 | -1.6% | -$5,290 | 减仓 |
| TD | TORONTO DOMINION BK ONT | $32.07万 | 0.04% | 2,641 | 0 | 0.0% | — | 不变 |
| MDLZ | MONDELEZ INTL INC | $32.32万 | 0.04% | 5,589 | 961 | 20.8% | $5.56万 | 加仓 |
| SYY | SYSCO CORP | $32.41万 | 0.04% | 3,877 | -341 | -8.1% | -$2.85万 | 减仓 |
| VMRK | EQUITY RESIDENTIAL | $32.48万 | 0.04% | 4,781 | 96 | 2.0% | $6,522 | 加仓 |
| QQQ | INVESCO QQQ TR | $32.54万 | 0.04% | 442 | 0 | 0.0% | — | 不变 |
| AMLX | AMYLYX PHARMACEUTICALS INC | $32.80万 | 0.04% | 18,265 | -2,000 | -9.9% | -$3.59万 | 减仓 |
| UPS | UNITED PARCEL SERVICE INC | $32.82万 | 0.04% | 3,053 | -104 | -3.3% | -$1.12万 | 减仓 |
| PKE | PARK AEROSPACE CORP | $33.00万 | 0.04% | 8,647 | -7,036 | -44.9% | -$26.85万 | 减仓 |
| MELI | MERCADOLIBRE INC | $33.06万 | 0.04% | 195 | -31 | -13.7% | -$5.26万 | 减仓 |
| CRH | CRH PLC | $33.28万 | 0.04% | 3,111 | -484 | -13.5% | -$5.18万 | 减仓 |
| PKG | PACKAGING CORP AMER | $33.43万 | 0.04% | 1,403 | 148 | 11.8% | $3.53万 | 加仓 |
| CARR | CARRIER GLOBAL CORPORATION | $33.56万 | 0.04% | 4,575 | 122 | 2.7% | $8,949 | 加仓 |
| AFL | AFLAC INC | $33.87万 | 0.04% | 2,888 | -238 | -7.6% | -$2.79万 | 减仓 |
| VRT | VERTIV HOLDINGS CO | $33.95万 | 0.04% | 1,014 | 125 | 14.1% | $4.19万 | 加仓 |
| IRM | IRON MTN INC DEL | $34.06万 | 0.04% | 2,696 | 2 | 0.1% | $253 | 加仓 |
| AIG | AMERICAN INTL GROUP INC | $34.11万 | 0.04% | 4,577 | -714 | -13.5% | -$5.32万 | 减仓 |
| EW | EDWARDS LIFESCIENCES CORP | $34.23万 | 0.04% | 3,784 | -96 | -2.5% | -$8,685 | 减仓 |
| FERG | FERGUSON ENTERPRISES INC | $34.30万 | 0.04% | 1,445 | -22 | -1.5% | -$5,221 | 减仓 |
| CME | CME GROUP INC | $34.38万 | 0.04% | 1,557 | -417 | -21.1% | -$9.21万 | 减仓 |
| SHYG | ISHARES TR | $34.64万 | 0.04% | 8,169 | 385 | 4.9% | $1.63万 | 加仓 |
| CCI | CROWN CASTLE INC | $34.69万 | 0.04% | 4,581 | 1,345 | 41.6% | $10.19万 | 加仓 |
| GMRS | GMR SOLUTIONS INC | $34.78万 | 0.04% | 22,500 | 22,500 | — | $34.78万 | 新建仓 |
| GRMN | GARMIN LTD | $34.96万 | 0.04% | 1,472 | -16 | -1.1% | -$3,800 | 减仓 |
| RF | REGIONS FINANCIAL CORP NEW | $35.89万 | 0.04% | 11,885 | 2,614 | 28.2% | $7.89万 | 加仓 |
| SRE | SEMPRA | $35.99万 | 0.04% | 3,883 | 171 | 4.6% | $1.59万 | 加仓 |
| SNOW | SNOWFLAKE INC | $36.08万 | 0.04% | 1,418 | -293 | -17.1% | -$7.46万 | 减仓 |
| ADSK | AUTODESK INC | $36.73万 | 0.04% | 1,889 | -1,177 | -38.4% | -$22.88万 | 减仓 |
| DELL | DELL TECHNOLOGIES INC | $36.93万 | 0.04% | 856 | 856 | — | $36.93万 | 新建仓 |
| NTAP | NETAPP INC | $36.97万 | 0.04% | 2,389 | -122 | -4.9% | -$1.89万 | 减仓 |
| ZBH | ZIMMER BIOMET HOLDINGS INC | $36.99万 | 0.04% | 4,297 | -1,810 | -29.6% | -$15.58万 | 减仓 |
| DEO | DIAGEO PLC | $37.18万 | 0.04% | 4,625 | -2,658 | -36.5% | -$21.37万 | 减仓 |
| ZTS | ZOETIS INC | $37.59万 | 0.04% | 5,232 | 9 | 0.2% | $647 | 加仓 |
| OKE | ONEOK INC NEW | $37.82万 | 0.04% | 4,351 | -1,131 | -20.6% | -$9.83万 | 减仓 |
| FISV | FISERV INC | $37.97万 | 0.04% | 7,742 | -2,918 | -27.4% | -$14.31万 | 减仓 |