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 |
|---|---|---|---|---|---|---|---|---|
| XLU | SELECT SECTOR SPDR TR | $181.93万 | 0.21% | 40,125 | -2,097 | -5.0% | -$9.51万 | 减仓 |
| DIS | DISNEY WALT CO | $175.78万 | 0.20% | 18,263 | -1,518 | -7.7% | -$14.61万 | 减仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $173.90万 | 0.20% | 1,802 | 249 | 16.0% | $24.03万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $172.22万 | 0.20% | 9,519 | 1,007 | 11.8% | $18.22万 | 加仓 |
| MRVL | MARVELL TECHNOLOGY INC | $172.02万 | 0.20% | 5,775 | 664 | 13.0% | $19.78万 | 加仓 |
| ANET | ARISTA NETWORKS INC | $170.93万 | 0.20% | 10,062 | 542 | 5.7% | $9.21万 | 加仓 |
| GLW | CORNING INC | $170.64万 | 0.20% | 6,680 | 505 | 8.2% | $12.90万 | 加仓 |
| APH | AMPHENOL CORP NEW | $170.59万 | 0.20% | 9,675 | 666 | 7.4% | $11.74万 | 加仓 |
| ORCL | ORACLE CORP | $167.50万 | 0.19% | 11,429 | -1,232 | -9.7% | -$18.06万 | 减仓 |
| TXN | TEXAS INSTRS INC | $167.44万 | 0.19% | 5,618 | 542 | 10.7% | $16.15万 | 加仓 |
| GD | GENERAL DYNAMICS CORP | $165.31万 | 0.19% | 4,667 | 60 | 1.3% | $2.13万 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $162.60万 | 0.19% | 28,219 | -1,680 | -5.6% | -$9.68万 | 减仓 |
| CTVA | CORTEVA INC | $162.12万 | 0.19% | 19,142 | 655 | 3.5% | $5.55万 | 加仓 |
| COF | CAPITAL ONE FINL CORP | $161.49万 | 0.19% | 8,050 | 153 | 1.9% | $3.07万 | 加仓 |
| UNP | UNION PAC CORP | $159.60万 | 0.18% | 5,868 | 475 | 8.8% | $12.92万 | 加仓 |
| KO | COCA COLA CO | $157.66万 | 0.18% | 19,399 | 1,457 | 8.1% | $11.84万 | 加仓 |
| XLRE | SELECT SECTOR SPDR TR | $157.11万 | 0.18% | 35,683 | -4,265 | -10.7% | -$18.78万 | 减仓 |
| IGSB | ISHARES TR | $155.57万 | 0.18% | 29,684 | 2,404 | 8.8% | $12.60万 | 加仓 |
| WMB | WILLIAMS COS INC | $152.83万 | 0.18% | 20,559 | 181 | 0.9% | $1.35万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $152.70万 | 0.18% | 36,064 | -1,842 | -4.9% | -$7.80万 | 减仓 |
| LQD | ISHARES TR | $152.28万 | 0.18% | 13,962 | 1,122 | 8.7% | $12.24万 | 加仓 |
| LOW | LOWES COS INC | $151.59万 | 0.17% | 6,875 | -1,474 | -17.7% | -$32.50万 | 减仓 |
| BA | BOEING CO | $151.26万 | 0.17% | 6,987 | -846 | -10.8% | -$18.31万 | 减仓 |
| SNDK | SANDISK CORP | $150.07万 | 0.17% | 660 | 102 | 18.3% | $23.19万 | 加仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $149.77万 | 0.17% | 2 | 0 | 0.0% | — | 不变 |
| CRWD | CROWDSTRIKE HLDGS INC | $148.20万 | 0.17% | 1,942 | 172 | 9.7% | $13.13万 | 加仓 |
| LIN | LINDE PLC | $144.17万 | 0.17% | 2,778 | 58 | 2.1% | $3.01万 | 加仓 |
| XLB | SELECT SECTOR SPDR TR | $142.66万 | 0.16% | 28,066 | -1,921 | -6.4% | -$9.76万 | 减仓 |
| — | WARNER BROS DISCOVERY INC | $142.39万 | 0.16% | 53,408 | -6,957 | -11.5% | -$18.55万 | 减仓 |
| MO | ALTRIA GROUP INC | $142.26万 | 0.16% | 19,772 | 3,169 | 19.1% | $22.80万 | 加仓 |
| MCD | MCDONALDS CORP | $141.82万 | 0.16% | 5,247 | -84 | -1.6% | -$2.27万 | 减仓 |
| CMI | CUMMINS INC | $140.68万 | 0.16% | 1,973 | 116 | 6.2% | $8.27万 | 加仓 |
| SUB | ISHARES TR | $139.60万 | 0.16% | 13,112 | 1,815 | 16.1% | $19.32万 | 加仓 |
| PLD | PROLOGIC INC. | $138.35万 | 0.16% | 10,212 | 437 | 4.5% | $5.92万 | 加仓 |
| ADI | ANALOG DEVICES INC | $137.95万 | 0.16% | 3,473 | 311 | 9.8% | $12.35万 | 加仓 |
| KMI | KINDER MORGAN INC DEL | $137.83万 | 0.16% | 43,111 | -149 | -0.3% | -$4,764 | 减仓 |
| SHM | SPDR SER TR | $137.24万 | 0.16% | 28,613 | 3,773 | 15.2% | $18.10万 | 加仓 |
| SMMU | PIMCO ETF TR | $129.81万 | 0.15% | 25,705 | 3,583 | 16.2% | $18.09万 | 加仓 |
| VXUS | VANGUARD STAR FDS | $127.15万 | 0.15% | 14,873 | -6,070 | -29.0% | -$51.89万 | 减仓 |
| AEP | AMERICAN ELEC PWR CO INC | $125.79万 | 0.14% | 9,195 | 63 | 0.7% | $8,619 | 加仓 |
| NEM | NEWMONT CORP | $125.07万 | 0.14% | 13,390 | 1,021 | 8.3% | $9.54万 | 加仓 |
| TT | TRANE TECHNOLOGIES PLC | $124.24万 | 0.14% | 2,530 | 111 | 4.6% | $5.45万 | 加仓 |
| PG | PROCTER AND GAMBLE CO | $121.50万 | 0.14% | 8,286 | 507 | 6.5% | $7.43万 | 加仓 |
| URI | UNITED RENTALS INC | $121.18万 | 0.14% | 1,070 | 2 | 0.2% | $2,265 | 加仓 |
| PFE | PFIZER INC | $119.02万 | 0.14% | 49,426 | -12,725 | -20.5% | -$30.64万 | 减仓 |
| T | AT&T INC | $116.34万 | 0.13% | 56,201 | -468 | -0.8% | -$9,688 | 减仓 |
| ODFL | OLD DOMINION FREIGHT LINE IN | $115.45万 | 0.13% | 5,330 | 889 | 20.0% | $19.26万 | 加仓 |
| WELL | WELLTOWER INC | $114.99万 | 0.13% | 5,066 | 19 | 0.4% | $4,313 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC | $114.23万 | 0.13% | 2,872 | -247 | -7.9% | -$9.82万 | 减仓 |
| WDC | WESTERN DIGITAL CORP | $114.03万 | 0.13% | 1,785 | 415 | 30.3% | $26.51万 | 加仓 |
| QCOM | QUALCOMM INC | $113.09万 | 0.13% | 6,120 | 512 | 9.1% | $9.46万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MFG LTD | $112.69万 | 0.13% | 2,360 | -937 | -28.4% | -$44.74万 | 减仓 |
| ITW | ILLINOIS TOOL WKS INC | $111.06万 | 0.13% | 4,106 | -38 | -0.9% | -$1.03万 | 减仓 |
| HLT | HILTON WORLDWIDE HLDGS INC | $110.96万 | 0.13% | 3,358 | 151 | 4.7% | $4.99万 | 加仓 |
| MMM | 3M CO | $110.94万 | 0.13% | 6,852 | 365 | 5.6% | $5.91万 | 加仓 |
| CSX | CSX CORP | $108.45万 | 0.12% | 22,818 | 1,850 | 8.8% | $8.79万 | 加仓 |
| DHI | D R HORTON INC | $107.80万 | 0.12% | 6,618 | 91 | 1.4% | $1.48万 | 加仓 |
| LEGH | LEGACY HOUSING CORP | $107.69万 | 0.12% | 40,993 | 121 | 0.3% | $3,179 | 加仓 |
| ECL | ECOLAB INC | $107.07万 | 0.12% | 3,843 | 9 | 0.2% | $2,508 | 加仓 |
| PWR | QUANTA SVCS INC | $106.07万 | 0.12% | 1,473 | 61 | 4.3% | $4.39万 | 加仓 |
| PEP | PEPSICO INC | $104.91万 | 0.12% | 7,748 | -1,981 | -20.4% | -$26.82万 | 减仓 |
| GWW | GRAINGER W W INC | $104.89万 | 0.12% | 771 | 53 | 7.4% | $7.21万 | 加仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $104.30万 | 0.12% | 11,326 | -108 | -0.9% | -$9,946 | 减仓 |
| TRV | TRAVELERS COMPANIES INC | $103.40万 | 0.12% | 3,132 | 93 | 3.1% | $3.07万 | 加仓 |
| CB | CHUBB LIMITED | $103.05万 | 0.12% | 3,024 | -16 | -0.5% | -$5,453 | 减仓 |
| HWM | HOWMET AEROSPACE INC | $102.48万 | 0.12% | 3,812 | 37 | 1.0% | $9,947 | 加仓 |
| EMR | EMERSON ELEC CO | $100.85万 | 0.12% | 7,045 | 240 | 3.5% | $3.44万 | 加仓 |
| CMCSA | COMCAST CORP NEW | $100.58万 | 0.12% | 40,969 | -8,598 | -17.3% | -$21.11万 | 减仓 |
| UBER | UBER TECHNOLOGIES INC | $100.57万 | 0.12% | 13,938 | -1,056 | -7.0% | -$7.62万 | 减仓 |
| CRM | SALESFORCE INC | $100.32万 | 0.12% | 6,404 | -2,640 | -29.2% | -$41.36万 | 减仓 |
| PGR | PROGRESSIVE CORP | $100.30万 | 0.12% | 4,591 | 91 | 2.0% | $1.99万 | 加仓 |
| PEG | PUBLIC SVC ENTERPRISE GRP IN | $97.69万 | 0.11% | 12,037 | -81 | -0.7% | -$6,574 | 减仓 |
| MCO | MOODYS CORP | $97.46万 | 0.11% | 2,152 | 203 | 10.4% | $9.19万 | 加仓 |
| BKNG | BOOKING HOLDINGS INC | $96.36万 | 0.11% | 5,406 | -819 | -13.2% | -$14.60万 | 减仓 |
| HCA | HCA HEALTHCARE INC | $95.53万 | 0.11% | 2,450 | 148 | 6.4% | $5.77万 | 加仓 |
| NOW | SERVICENOW INC | $95.30万 | 0.11% | 9,599 | -3,902 | -28.9% | -$38.74万 | 减仓 |
| JCI | JOHNSON CTLS INTL PLC | $94.68万 | 0.11% | 6,480 | 577 | 9.8% | $8.43万 | 加仓 |
| SPGI | S&P GLOBAL INC | $94.55万 | 0.11% | 2,322 | -30 | -1.3% | -$1.22万 | 减仓 |
| GM | GENERAL MTRS CO | $94.19万 | 0.11% | 12,220 | 517 | 4.4% | $3.99万 | 加仓 |
| SPG | SIMON PPTY GROUP INC NEW | $93.95万 | 0.11% | 4,201 | 241 | 6.1% | $5.39万 | 加仓 |
| RCL | ROYAL CARIBBEAN GROUP | $93.26万 | 0.11% | 2,937 | -38 | -1.3% | -$1.21万 | 减仓 |
| COP | CONOCOPHILLIPS | $92.58万 | 0.11% | 8,906 | 326 | 3.8% | $3.39万 | 加仓 |
| MDT | MEDTRONIC PLC | $92.02万 | 0.11% | 11,763 | -4,292 | -26.7% | -$33.58万 | 减仓 |
| SCHW | SCHWAB CHARLES CORP | $91.32万 | 0.11% | 9,897 | -1,716 | -14.8% | -$15.83万 | 减仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $86.97万 | 0.10% | 1,751 | -119 | -6.4% | -$5.91万 | 减仓 |
| ALL | ALLSTATE CORP | $85.77万 | 0.10% | 3,605 | 351 | 10.8% | $8.35万 | 加仓 |
| SMH | VANECK ETF TRUST | $85.63万 | 0.10% | 1,305 | -20 | -1.5% | -$1.31万 | 减仓 |
| EQIX | EQUINIX INC | $85.37万 | 0.10% | 819 | 75 | 10.1% | $7.82万 | 加仓 |
| PSX | PHILLIPS 66 | $84.63万 | 0.10% | 5,006 | 91 | 1.9% | $1.54万 | 加仓 |
| PHM | PULTE GROUP INC | $83.91万 | 0.10% | 6,115 | 425 | 7.5% | $5.83万 | 加仓 |
| CL | COLGATE PALMOLIVE CO | $83.71万 | 0.10% | 9,130 | 2,697 | 41.9% | $24.73万 | 加仓 |
| TFC | TRUIST FINL CORP | $82.07万 | 0.09% | 16,473 | -179 | -1.1% | -$8,918 | 减仓 |
| APD | AIR PRODS & CHEMS INC | $81.31万 | 0.09% | 2,773 | -524 | -15.9% | -$15.37万 | 减仓 |
| MSI | MOTOROLA SOLUTIONS INC | $80.86万 | 0.09% | 1,947 | 18 | 0.9% | $7,476 | 加仓 |
| BX | BLACKSTONE INC | $79.19万 | 0.09% | 6,730 | -206 | -3.0% | -$2.42万 | 减仓 |
| VFH | VANGUARD WORLD FDS | $78.90万 | 0.09% | 5,995 | -69 | -1.1% | -$9,081 | 减仓 |
| INTU | INTUIT | $77.58万 | 0.09% | 2,972 | -227 | -7.1% | -$5.93万 | 减仓 |
| FAST | FASTENAL CO | $77.52万 | 0.09% | 16,139 | -435 | -2.6% | -$2.09万 | 减仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $77.38万 | 0.09% | 3,455 | 907 | 35.6% | $20.31万 | 加仓 |
| ETR | ENTERGY CORP NEW | $76.04万 | 0.09% | 6,620 | 42 | 0.6% | $4,824 | 加仓 |