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 |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | $4,541.43万 | 5.22% | 156,948 | 3,736 | 2.4% | $108.10万 | 加仓 |
| ACWX | ISHARES TR | $3,522.19万 | 4.05% | 462,777 | 22,933 | 5.2% | $174.54万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $3,339.52万 | 3.84% | 166,901 | 4,044 | 2.5% | $80.92万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $2,616.85万 | 3.01% | 137,353 | -43,602 | -24.1% | -$830.71万 | 减仓 |
| MSFT | MICROSOFT CORP | $2,118.73万 | 2.44% | 56,799 | 1,465 | 2.6% | $54.65万 | 加仓 |
| GOOGL | ALPHABET INC | $1,886.66万 | 2.17% | 52,793 | 2,182 | 4.3% | $77.98万 | 加仓 |
| AMZN | AMAZON COM INC | $1,760.80万 | 2.02% | 73,878 | 2,245 | 3.1% | $53.51万 | 加仓 |
| AVGO | AVAGO TECHNOLOGIES LTD | $1,429.32万 | 1.64% | 37,838 | 1,366 | 3.7% | $51.60万 | 加仓 |
| GOOG | ALPHABET INC | $1,314.21万 | 1.51% | 37,195 | 103 | 0.3% | $3.64万 | 加仓 |
| IDEV | ISHARES TR | $1,256.48万 | 1.44% | 141,161 | 42,911 | 43.7% | $381.95万 | 加仓 |
| IEF | ISHARES TR | $1,166.90万 | 1.34% | 123,390 | 8,834 | 7.7% | $83.54万 | 加仓 |
| IEI | ISHARES TR | $1,020.74万 | 1.17% | 86,909 | 6,207 | 7.7% | $72.90万 | 加仓 |
| DGRO | ISHARES TR | $1,019.50万 | 1.17% | 134,517 | -6,018 | -4.3% | -$45.61万 | 减仓 |
| USIG | ISHARES TR | $1,009.36万 | 1.16% | 196,794 | 13,058 | 7.1% | $66.97万 | 加仓 |
| XLF | SELECT SECTOR SPDR TR | $971.89万 | 1.12% | 181,290 | -14,807 | -7.6% | -$79.38万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $957.21万 | 1.10% | 29,243 | 1,365 | 4.9% | $44.68万 | 加仓 |
| QUAL | ISHARES TR | $928.40万 | 1.07% | 42,309 | -4,289 | -9.2% | -$94.11万 | 减仓 |
| XLY | SELECT SECTOR SPDR TR | $928.30万 | 1.07% | 79,153 | -5,284 | -6.3% | -$61.97万 | 减仓 |
| META | META PLATFORMS INC | $920.62万 | 1.06% | 16,344 | -441 | -2.6% | -$24.84万 | 减仓 |
| SHY | ISHARES TR | $893.92万 | 1.03% | 108,868 | 7,129 | 7.0% | $58.54万 | 加仓 |
| LLY | ELI LILLY & CO | $872.61万 | 1.00% | 7,275 | 282 | 4.0% | $33.83万 | 加仓 |
| DFAI | DIMENSIONAL ETF TRUST | $845.05万 | 0.97% | 204,859 | 57,711 | 39.2% | $238.06万 | 加仓 |
| AGG | ISHARES TR | $840.48万 | 0.97% | 84,914 | 6,964 | 8.9% | $68.93万 | 加仓 |
| AVLV | AMERICAN CENTY ETF TR | $828.61万 | 0.95% | 90,846 | 8,609 | 10.5% | $78.52万 | 加仓 |
| TSLA | TESLA INC | $828.42万 | 0.95% | 19,696 | 293 | 1.5% | $12.32万 | 加仓 |
| XLV | SELECT SECTOR SPDR TR | $815.03万 | 0.94% | 51,369 | -3,101 | -5.7% | -$49.20万 | 减仓 |
| XLC | SELECT SECTOR SPDR TR | $780.92万 | 0.90% | 72,894 | -334 | -0.5% | -$3.58万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $760.97万 | 0.88% | 6,593 | 576 | 9.6% | $66.48万 | 加仓 |
| XLI | SELECT SECTOR SPDR TR | $746.08万 | 0.86% | 40,279 | -4,199 | -9.4% | -$77.78万 | 减仓 |
| IQDG | WISDOMTREE TR | $733.10万 | 0.84% | 170,171 | 42,345 | 33.1% | $182.42万 | 加仓 |
| MUB | ISHARES TR | $728.85万 | 0.84% | 67,724 | 3,746 | 5.9% | $40.31万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $591.63万 | 0.68% | 11,823 | 377 | 3.3% | $18.87万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $589.50万 | 0.68% | 23,211 | 817 | 3.6% | $20.75万 | 加仓 |
| TLH | ISHARES TR | $563.17万 | 0.65% | 56,121 | 4,350 | 8.4% | $43.65万 | 加仓 |
| VMBS | VANGUARD SCOTTSDALE FDS | $560.94万 | 0.65% | 119,832 | 8,168 | 7.3% | $38.23万 | 加仓 |
| DBND | DOUBLELINE ETF TRUST | $560.53万 | 0.64% | 122,949 | 9,267 | 8.2% | $42.25万 | 加仓 |
| V | VISA INC | $559.02万 | 0.64% | 16,294 | 1,369 | 9.2% | $46.97万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $552.11万 | 0.63% | 9,504 | 1,066 | 12.6% | $61.93万 | 加仓 |
| INTC | INTEL CORP | $533.62万 | 0.61% | 38,216 | 3,412 | 9.8% | $47.64万 | 加仓 |
| AMAT | APPLIED MATLS INC | $520.43万 | 0.60% | 7,198 | 607 | 9.2% | $43.89万 | 加仓 |
| AVUV | AMERICAN CENTY ETF TR | $474.60万 | 0.55% | 38,041 | 8,041 | 26.8% | $100.32万 | 加仓 |
| IJR | ISHARES TR | $473.75万 | 0.54% | 31,943 | -14,219 | -30.8% | -$210.88万 | 减仓 |
| XOM | EXXON MOBIL CORP | $473.31万 | 0.54% | 34,619 | 34,619 | — | $473.31万 | 新建仓 |
| CSCO | CISCO SYS INC | $456.77万 | 0.53% | 38,888 | 4,461 | 13.0% | $52.40万 | 加仓 |
| WMT | WALMART INC | $438.33万 | 0.50% | 38,701 | -1,666 | -4.1% | -$18.87万 | 减仓 |
| CAT | CATERPILLAR INC | $438.25万 | 0.50% | 4,115 | 329 | 8.7% | $35.04万 | 加仓 |
| BNY | BANK NEW YORK MELLON CORP | $432.11万 | 0.50% | 29,881 | 481 | 1.6% | $6.96万 | 加仓 |
| XLP | SELECT SECTOR SPDR TR | $417.35万 | 0.48% | 50,240 | -1,444 | -2.8% | -$12.00万 | 减仓 |
| OUSM | ALPS ETF TR | $402.64万 | 0.46% | 84,732 | 12,311 | 17.0% | $58.50万 | 加仓 |
| IVV | ISHARES TR | $401.09万 | 0.46% | 5,356 | 392 | 7.9% | $29.36万 | 加仓 |
| GE | GENERAL ELECTRIC CO | $400.08万 | 0.46% | 10,705 | -722 | -6.3% | -$26.98万 | 减仓 |
| XSOE | WISDOMTREE TR | $388.83万 | 0.45% | 79,063 | 9,254 | 13.3% | $45.51万 | 加仓 |
| COST | COSTCO WHSL CORP NEW | $383.10万 | 0.44% | 4,095 | -386 | -8.6% | -$36.11万 | 减仓 |
| SHV | ISHARES TR | $377.77万 | 0.43% | 34,233 | 3,002 | 9.6% | $33.13万 | 加仓 |
| BAC | BANK AMERICA CORP | $377.42万 | 0.43% | 66,237 | 7,084 | 12.0% | $40.36万 | 加仓 |
| IWD | ISHARES TR | $366.19万 | 0.42% | 15,105 | -508 | -3.3% | -$12.32万 | 减仓 |
| IJH | ISHARES TR | $365.74万 | 0.42% | 47,431 | 7,271 | 18.1% | $56.07万 | 加仓 |
| EDIV | SPDR INDEX SHS FDS | $362.20万 | 0.42% | 88,432 | 21,318 | 31.8% | $87.31万 | 加仓 |
| IWF | ISHARES TR | $358.73万 | 0.41% | 28,890 | -398 | -1.4% | -$4.94万 | 减仓 |
| — | SPDR INDEX SHS FDS | $358.02万 | 0.41% | 44,797 | 5,084 | 12.8% | $40.63万 | 加仓 |
| RTX | RAYTHEON TECHNOLOGIES CORP | $356.64万 | 0.41% | 18,797 | 230 | 1.2% | $4.36万 | 加仓 |
| XSVM | INVESCO EXCHANGE TRADED FD T | $347.41万 | 0.40% | 49,922 | 10,278 | 25.9% | $71.53万 | 加仓 |
| SMLF | ISHARES TR | $339.92万 | 0.39% | 38,133 | 5,068 | 15.3% | $45.18万 | 加仓 |
| ABBV | ABBVIE INC | $331.38万 | 0.38% | 13,169 | 648 | 5.2% | $16.31万 | 加仓 |
| REGL | PROSHARES TR | $326.69万 | 0.38% | 35,676 | 7,952 | 28.7% | $72.82万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $325.42万 | 0.37% | 7,830 | 1,902 | 32.1% | $79.05万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $324.11万 | 0.37% | 6,311 | -363 | -5.4% | -$18.64万 | 减仓 |
| LRCX | LAM RESEARCH CORP | $308.82万 | 0.36% | 7,127 | 1,247 | 21.2% | $54.03万 | 加仓 |
| C | CITIGROUP INC | $306.30万 | 0.35% | 21,885 | 1,773 | 8.8% | $24.81万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $302.24万 | 0.35% | 2,988 | 198 | 7.1% | $20.03万 | 加仓 |
| BLK | BLACKROCK INC | $302.12万 | 0.35% | 3,142 | -161 | -4.9% | -$15.48万 | 减仓 |
| AVMV | AMERICAN CENTY ETF TR | $298.24万 | 0.34% | 37,033 | 5,274 | 16.6% | $42.47万 | 加仓 |
| CALF | PACER FDS TR | $296.17万 | 0.34% | 58,521 | 9,082 | 18.4% | $45.96万 | 加仓 |
| ETN | EATON CORP PLC | $293.66万 | 0.34% | 6,891 | 185 | 2.8% | $7.88万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $284.27万 | 0.33% | 5,580 | 31 | 0.6% | $1.58万 | 加仓 |
| VGT | VANGUARD WORLD FDS | $283.46万 | 0.33% | 23,716 | -756 | -3.1% | -$9.04万 | 减仓 |
| USB | US BANCORP DEL | $282.87万 | 0.33% | 46,832 | -419 | -0.9% | -$2.53万 | 减仓 |
| NFLX | NETFLIX INC | $279.50万 | 0.32% | 39,145 | -2,410 | -5.8% | -$17.21万 | 减仓 |
| XLE | SELECT SECTOR SPDR TR | $272.15万 | 0.31% | 51,242 | -858 | -1.6% | -$4.56万 | 减仓 |
| PH | PARKER-HANNIFIN CORP | $267.91万 | 0.31% | 2,739 | -49 | -1.8% | -$4.79万 | 减仓 |
| HD | HOME DEPOT INC | $266.86万 | 0.31% | 7,567 | -849 | -10.1% | -$29.94万 | 减仓 |
| MS | MORGAN STANLEY | $253.46万 | 0.29% | 12,125 | 687 | 6.0% | $14.36万 | 加仓 |
| GEV | GE VERNOVA INC | $252.00万 | 0.29% | 2,145 | 89 | 4.3% | $10.46万 | 加仓 |
| TJX | TJX COS INC NEW | $249.39万 | 0.29% | 16,461 | 112 | 0.7% | $1.70万 | 加仓 |
| CVX | CHEVRON CORP NEW | $249.38万 | 0.29% | 15,044 | 139 | 0.9% | $2.30万 | 加仓 |
| KLAC | KLA CORP | $243.48万 | 0.28% | 8,070 | 970 | 13.7% | $29.27万 | 加仓 |
| MRK | MERCK & CO INC | $243.06万 | 0.28% | 18,915 | 1,338 | 7.6% | $17.19万 | 加仓 |
| WFC | WELLS FARGO CO NEW | $239.55万 | 0.28% | 28,987 | 744 | 2.6% | $6.15万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $228.38万 | 0.26% | 6,752 | 468 | 7.4% | $15.83万 | 加仓 |
| AMGN | AMGEN INC | $225.89万 | 0.26% | 6,238 | 149 | 2.4% | $5.40万 | 加仓 |
| DE | DEERE & CO | $222.98万 | 0.26% | 3,515 | 54 | 1.6% | $3.43万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $218.64万 | 0.25% | 6,411 | 472 | 7.9% | $16.10万 | 加仓 |
| VTEB | VANGUARD MUN BD FDS | $214.40万 | 0.25% | 42,389 | -2,877 | -6.4% | -$14.55万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $214.04万 | 0.25% | 18,346 | -1,212 | -6.2% | -$14.14万 | 减仓 |
| CVS | CVS HEALTH CORP | $210.51万 | 0.24% | 20,349 | -1,713 | -7.8% | -$17.72万 | 减仓 |
| GILD | GILEAD SCIENCES INC | $204.12万 | 0.23% | 16,156 | 340 | 2.1% | $4.30万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $198.87万 | 0.23% | 7,072 | 319 | 4.7% | $8.97万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $198.24万 | 0.23% | 22,587 | -145 | -0.6% | -$1.27万 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $197.77万 | 0.23% | 3,945 | -437 | -10.0% | -$21.91万 | 减仓 |
| PNC | PNC FINL SVCS GROUP INC | $187.01万 | 0.22% | 7,595 | 639 | 9.2% | $15.73万 | 加仓 |