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 |
|---|---|---|---|---|---|---|---|---|
| — | WARNER BROS DISCOVERY INC | $165.76万 | 0.22% | 60,365 | -14,995 | -19.9% | -$41.18万 | 减仓 |
| MCD | MCDONALDS CORP | $165.67万 | 0.22% | 5,331 | 493 | 10.2% | $15.32万 | 加仓 |
| T | AT&T INC | $164.28万 | 0.21% | 56,669 | 2,848 | 5.3% | $8.26万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $163.68万 | 0.21% | 6,753 | 71 | 1.1% | $1.72万 | 加仓 |
| XLRE | SELECT SECTOR SPDR TR | $163.11万 | 0.21% | 39,948 | -6,367 | -13.7% | -$26.00万 | 减仓 |
| VXUS | VANGUARD STAR FDS | $161.49万 | 0.21% | 20,943 | 17,102 | 445.2% | $131.87万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $160.40万 | 0.21% | 5,928 | 1,158 | 24.3% | $31.33万 | 加仓 |
| CVS | CVS HEALTH CORP | $158.45万 | 0.21% | 22,062 | -1,637 | -6.9% | -$11.76万 | 减仓 |
| GD | GENERAL DYNAMICS CORP | $158.11万 | 0.21% | 4,607 | 139 | 3.1% | $4.77万 | 加仓 |
| SGOV | ISHARES TR | $156.60万 | 0.20% | 15,557 | 0 | 0.0% | — | 不变 |
| BA | BOEING CO | $155.91万 | 0.20% | 7,833 | -669 | -7.9% | -$13.32万 | 减仓 |
| CTVA | CORTEVA INC | $154.75万 | 0.20% | 18,487 | 6,482 | 54.0% | $54.26万 | 加仓 |
| INTC | INTEL CORP | $153.59万 | 0.20% | 34,804 | 6,034 | 21.0% | $26.63万 | 加仓 |
| PEP | PEPSICO INC | $151.08万 | 0.20% | 9,729 | 754 | 8.4% | $11.71万 | 加仓 |
| XLB | SELECT SECTOR SPDR TR | $149.84万 | 0.20% | 29,987 | -6,738 | -18.3% | -$33.67万 | 减仓 |
| WMB | WILLIAMS COS INC | $148.31万 | 0.19% | 20,378 | 1,372 | 7.2% | $9.99万 | 加仓 |
| KMI | KINDER MORGAN INC DEL | $145.05万 | 0.19% | 43,260 | 2,078 | 5.0% | $6.97万 | 加仓 |
| PNC | PNC FINL SVCS GROUP INC | $144.75万 | 0.19% | 6,956 | 1,783 | 34.5% | $37.10万 | 加仓 |
| COF | CAPITAL ONE FINL CORP | $144.07万 | 0.19% | 7,897 | 475 | 6.4% | $8.67万 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC | $143.79万 | 0.19% | 3,119 | 225 | 7.8% | $10.37万 | 加仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $143.63万 | 0.19% | 2 | 0 | 0.0% | — | 不变 |
| IGSB | ISHARES TR | $143.38万 | 0.19% | 27,280 | 15,627 | 134.1% | $82.14万 | 加仓 |
| CMCSA | COMCAST CORP NEW | $142.31万 | 0.19% | 49,567 | 7,716 | 18.4% | $22.15万 | 加仓 |
| NOW | SERVICENOW INC | $141.15万 | 0.18% | 13,501 | 4,416 | 48.6% | $46.17万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $140.74万 | 0.18% | 8,512 | 740 | 9.5% | $12.24万 | 加仓 |
| LQD | ISHARES TR | $139.95万 | 0.18% | 12,840 | 7,195 | 127.5% | $78.42万 | 加仓 |
| MDT | MEDTRONIC PLC | $139.12万 | 0.18% | 16,055 | -549 | -3.3% | -$4.76万 | 减仓 |
| INTU | INTUIT | $138.34万 | 0.18% | 3,199 | 821 | 34.5% | $35.50万 | 加仓 |
| KO | COCA COLA CO | $136.45万 | 0.18% | 17,942 | 3,494 | 24.2% | $26.57万 | 加仓 |
| — | HONEYWELL INTL INC | $135.46万 | 0.18% | 5,993 | 508 | 9.3% | $11.48万 | 加仓 |
| LIN | LINDE PLC | $134.85万 | 0.18% | 2,720 | 260 | 10.6% | $12.89万 | 加仓 |
| NEM | NEWMONT CORP | $133.90万 | 0.17% | 12,369 | 2,371 | 23.7% | $25.67万 | 加仓 |
| UNP | UNION PAC CORP | $130.83万 | 0.17% | 5,393 | 1,419 | 35.7% | $34.43万 | 加仓 |
| PLD | PROLOGIC INC. | $129.21万 | 0.17% | 9,775 | 2,761 | 39.4% | $36.50万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $125.62万 | 0.16% | 5,880 | 1,044 | 21.6% | $22.30万 | 加仓 |
| SUB | ISHARES TR | $120.31万 | 0.16% | 11,297 | 670 | 6.3% | $7.14万 | 加仓 |
| AEP | AMERICAN ELEC PWR CO INC | $119.71万 | 0.16% | 9,132 | 462 | 5.3% | $6.06万 | 加仓 |
| SHM | SPDR SER TR | $118.81万 | 0.15% | 24,840 | 1,170 | 4.9% | $5.60万 | 加仓 |
| ANET | ARISTA NETWORKS INC | $116.89万 | 0.15% | 9,520 | 482 | 5.3% | $5.92万 | 加仓 |
| APH | AMPHENOL CORP NEW | $113.83万 | 0.15% | 9,009 | 1,107 | 14.0% | $13.99万 | 加仓 |
| COP | CONOCOPHILLIPS | $113.26万 | 0.15% | 8,580 | 1,575 | 22.5% | $20.79万 | 加仓 |
| PG | PROCTER AND GAMBLE CO | $112.36万 | 0.15% | 7,779 | 617 | 8.6% | $8.91万 | 加仓 |
| SMMU | PIMCO ETF TR | $111.61万 | 0.15% | 22,122 | 1,099 | 5.2% | $5.54万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MFG LTD | $111.43万 | 0.15% | 3,297 | -1,346 | -29.0% | -$45.49万 | 减仓 |
| MO | ALTRIA GROUP INC | $109.56万 | 0.14% | 16,603 | 4,824 | 41.0% | $31.83万 | 加仓 |
| SCHW | SCHWAB CHARLES CORP | $109.14万 | 0.14% | 11,613 | 372 | 3.3% | $3.50万 | 加仓 |
| HCA | HCA HEALTHCARE INC | $108.93万 | 0.14% | 2,302 | 348 | 17.8% | $16.47万 | 加仓 |
| ITW | ILLINOIS TOOL WKS INC | $107.87万 | 0.14% | 4,144 | 1,690 | 68.9% | $43.99万 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $107.85万 | 0.14% | 14,994 | 982 | 7.0% | $7.06万 | 加仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $105.55万 | 0.14% | 11,434 | 215 | 1.9% | $1.98万 | 加仓 |
| BKNG | BOOKING HOLDINGS INC | $104.98万 | 0.14% | 249 | -3 | -1.2% | -$1.26万 | 减仓 |
| KLAC | KLA CORP | $104.50万 | 0.14% | 710 | 141 | 24.8% | $20.75万 | 加仓 |
| NKE | NIKE INC | $102.53万 | 0.13% | 19,411 | -1,885 | -8.9% | -$9.96万 | 减仓 |
| ECL | ECOLAB INC | $101.99万 | 0.13% | 3,834 | 707 | 22.6% | $18.81万 | 加仓 |
| ADBE | ADOBE INC | $101.92万 | 0.13% | 4,193 | 163 | 4.0% | $3.96万 | 加仓 |
| TT | TRANE TECHNOLOGIES PLC | $100.79万 | 0.13% | 2,419 | 133 | 5.8% | $5.54万 | 加仓 |
| ADI | ANALOG DEVICES INC | $100.60万 | 0.13% | 3,162 | 724 | 29.7% | $23.03万 | 加仓 |
| SPGI | S&P GLOBAL INC | $100.02万 | 0.13% | 2,352 | 199 | 9.2% | $8.46万 | 加仓 |
| CMI | CUMMINS INC | $99.88万 | 0.13% | 1,857 | 258 | 16.1% | $13.88万 | 加仓 |
| WELL | WELLTOWER INC | $99.79万 | 0.13% | 5,047 | 418 | 9.0% | $8.26万 | 加仓 |
| CB | CHUBB LIMITED | $99.10万 | 0.13% | 3,040 | 104 | 3.5% | $3.39万 | 加仓 |
| TXN | TEXAS INSTRS INC | $98.54万 | 0.13% | 5,076 | 1,019 | 25.1% | $19.78万 | 加仓 |
| PEG | PUBLIC SVC ENTERPRISE GRP IN | $98.10万 | 0.13% | 12,118 | -1,762 | -12.7% | -$14.26万 | 减仓 |
| HLT | HILTON WORLDWIDE HLDGS INC | $97.51万 | 0.13% | 3,207 | 658 | 25.8% | $20.01万 | 加仓 |
| APD | AIR PRODS & CHEMS INC | $95.78万 | 0.12% | 3,297 | -891 | -21.3% | -$25.89万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $95.22万 | 0.12% | 5,939 | -523 | -8.1% | -$8.39万 | 减仓 |
| MMM | 3M CO | $94.21万 | 0.12% | 6,487 | 609 | 10.4% | $8.84万 | 加仓 |
| DHI | D R HORTON INC | $89.57万 | 0.12% | 6,527 | 183 | 2.9% | $2.51万 | 加仓 |
| PSX | PHILLIPS 66 | $89.54万 | 0.12% | 4,915 | 305 | 6.6% | $5.56万 | 加仓 |
| PGR | PROGRESSIVE CORP | $89.21万 | 0.12% | 4,500 | 606 | 15.6% | $12.01万 | 加仓 |
| EMR | EMERSON ELEC CO | $89.16万 | 0.12% | 6,805 | 572 | 9.2% | $7.49万 | 加仓 |
| TRV | TRAVELERS COMPANIES INC | $88.65万 | 0.12% | 3,039 | 682 | 28.9% | $19.89万 | 加仓 |
| BDX | BECTON DICKINSON & CO | $88.49万 | 0.12% | 5,628 | 57 | 1.0% | $8,962 | 加仓 |
| GM | GENERAL MTRS CO | $87.19万 | 0.11% | 11,703 | 1,438 | 14.0% | $10.71万 | 加仓 |
| HWM | HOWMET AEROSPACE INC | $86.99万 | 0.11% | 3,775 | 567 | 17.7% | $13.07万 | 加仓 |
| ODFL | OLD DOMINION FREIGHT LINE IN | $86.78万 | 0.11% | 4,441 | 2,997 | 207.5% | $58.56万 | 加仓 |
| CSX | CSX CORP | $86.07万 | 0.11% | 20,968 | 3,307 | 18.7% | $13.58万 | 加仓 |
| MCO | MOODYS CORP | $85.02万 | 0.11% | 1,949 | 890 | 84.0% | $38.82万 | 加仓 |
| GLW | CORNING INC | $83.96万 | 0.11% | 6,175 | 645 | 11.7% | $8.77万 | 加仓 |
| MSI | MOTOROLA SOLUTIONS INC | $83.73万 | 0.11% | 1,929 | 196 | 11.3% | $8.51万 | 加仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $83.51万 | 0.11% | 1,870 | 62 | 3.4% | $2.77万 | 加仓 |
| LEGH | LEGACY HOUSING CORP | $83.50万 | 0.11% | 40,872 | 0 | 0.0% | — | 不变 |
| EFX | EQUIFAX INC | $83.21万 | 0.11% | 4,621 | -662 | -12.5% | -$11.92万 | 减仓 |
| ICE | INTERCONTINENTAL EXCHANGE INC | $83.16万 | 0.11% | 5,287 | 268 | 5.3% | $4.22万 | 加仓 |
| — | DUPONT DE NEMOURS INC | $82.41万 | 0.11% | 17,993 | -8,147 | -31.2% | -$37.31万 | 减仓 |
| RCL | ROYAL CARIBBEAN GROUP | $81.85万 | 0.11% | 2,975 | 365 | 14.0% | $10.04万 | 加仓 |
| GSK | GSK PLC | $81.59万 | 0.11% | 14,783 | -8,293 | -35.9% | -$45.77万 | 减仓 |
| ACN | ACCENTURE PLC IRELAND | $80.04万 | 0.10% | 4,036 | 1,015 | 33.6% | $20.13万 | 加仓 |
| BX | BLACKSTONE INC | $79.76万 | 0.10% | 6,936 | -373 | -5.1% | -$4.29万 | 减仓 |
| GWW | GRAINGER W W INC | $78.32万 | 0.10% | 718 | 88 | 14.0% | $9.60万 | 加仓 |
| NOC | NORTHROP GRUMMAN CORP | $78.02万 | 0.10% | 1,144 | 75 | 7.0% | $5.11万 | 加仓 |
| URI | UNITED RENTALS INC | $77.80万 | 0.10% | 1,068 | 119 | 12.5% | $8.67万 | 加仓 |
| PWR | QUANTA SVCS INC | $77.53万 | 0.10% | 1,412 | 157 | 12.5% | $8.62万 | 加仓 |
| JCI | JOHNSON CTLS INTL PLC | $77.30万 | 0.10% | 5,903 | 1,343 | 29.5% | $17.59万 | 加仓 |
| FAST | FASTENAL CO | $76.90万 | 0.10% | 16,574 | 4,747 | 40.1% | $22.03万 | 加仓 |
| TFC | TRUIST FINL CORP | $76.55万 | 0.10% | 16,652 | 2,449 | 17.2% | $11.26万 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $74.84万 | 0.10% | 5,716 | 693 | 13.8% | $9.07万 | 加仓 |
| ETR | ENTERGY CORP NEW | $73.91万 | 0.10% | 6,578 | 352 | 5.7% | $3.96万 | 加仓 |
| SPG | SIMON PPTY GROUP INC NEW | $73.87万 | 0.10% | 3,960 | 517 | 15.0% | $9.64万 | 加仓 |
| ADSK | AUTODESK INC | $73.40万 | 0.10% | 3,066 | 712 | 30.2% | $17.05万 | 加仓 |