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 |
|---|---|---|---|---|---|---|---|---|
| EFAV | ISHARES TR | $73.33万 | 0.10% | 8,026 | -377 | -4.5% | -$3.44万 | 减仓 |
| VFH | VANGUARD WORLD FDS | $73.26万 | 0.10% | 6,064 | -279 | -4.4% | -$3.37万 | 减仓 |
| EQIX | EQUINIX INC | $72.93万 | 0.10% | 744 | 193 | 35.0% | $18.92万 | 加仓 |
| QCOM | QUALCOMM INC | $72.22万 | 0.09% | 5,608 | 399 | 7.7% | $5.14万 | 加仓 |
| CTAS | CINTAS CORP | $71.48万 | 0.09% | 4,226 | 892 | 26.8% | $15.09万 | 加仓 |
| ABT | ABBOTT LABS | $71.05万 | 0.09% | 6,920 | -976 | -12.4% | -$10.02万 | 减仓 |
| AKAM | AKAMAI TECHNOLOGIES INC | $70.35万 | 0.09% | 6,125 | -5,688 | -48.2% | -$65.33万 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $69.10万 | 0.09% | 1,770 | 115 | 6.9% | $4.49万 | 加仓 |
| SHW | SHERWIN WILLIAMS CO | $68.93万 | 0.09% | 2,150 | 510 | 31.1% | $16.35万 | 加仓 |
| ROST | ROSS STORES INC | $67.52万 | 0.09% | 3,117 | 733 | 30.7% | $15.88万 | 加仓 |
| ALL | ALLSTATE CORP | $67.46万 | 0.09% | 3,254 | 367 | 12.7% | $7.61万 | 加仓 |
| PHM | PULTE GROUP INC | $66.92万 | 0.09% | 5,690 | 3,697 | 185.5% | $43.48万 | 加仓 |
| STZ | CONSTELLATION BRANDS INC | $66.53万 | 0.09% | 4,436 | -1,981 | -30.9% | -$29.71万 | 减仓 |
| LNG | CHENIERE ENERGY INC | $66.28万 | 0.09% | 2,336 | 411 | 21.4% | $11.66万 | 加仓 |
| DLR | DIGITAL RLTY TR INC | $65.72万 | 0.09% | 3,647 | 595 | 19.5% | $10.72万 | 加仓 |
| TMUS | T-MOBILE US INC | $65.26万 | 0.09% | 3,107 | -263 | -7.8% | -$5.52万 | 减仓 |
| MCK | MCKESSON CORP | $65.26万 | 0.09% | 754 | 119 | 18.7% | $10.30万 | 加仓 |
| FDX | FEDEX CORP | $65.01万 | 0.08% | 1,825 | 560 | 44.3% | $19.95万 | 加仓 |
| TROW | PRICE T ROWE GROUP INC | $64.73万 | 0.08% | 7,181 | -2,189 | -23.4% | -$19.73万 | 减仓 |
| SLB | SCHLUMBERGER LTD | $64.64万 | 0.08% | 12,577 | 3,152 | 33.4% | $16.20万 | 加仓 |
| BIIB | BIOGEN INC | $64.58万 | 0.08% | 3,523 | -2,207 | -38.5% | -$40.46万 | 减仓 |
| AMP | AMERIPRISE FINL INC | $64.53万 | 0.08% | 1,452 | 130 | 9.8% | $5.78万 | 加仓 |
| IWO | ISHARES TR | $63.83万 | 0.08% | 2,034 | -180 | -8.1% | -$5.65万 | 减仓 |
| KKR | KKR & CO INC | $62.59万 | 0.08% | 6,767 | 358 | 5.6% | $3.31万 | 加仓 |
| ZTS | ZOETIS INC | $61.74万 | 0.08% | 5,223 | 1,395 | 36.4% | $16.49万 | 加仓 |
| EL | LAUDER ESTEE COS INC | $61.59万 | 0.08% | 8,581 | -2,004 | -18.9% | -$14.38万 | 减仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $61.50万 | 0.08% | 1,782 | 252 | 16.5% | $8.70万 | 加仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $60.84万 | 0.08% | 1,553 | 481 | 44.9% | $18.84万 | 加仓 |
| IFF | INTERNATIONAL FLAVORS&FRAGRA | $60.43万 | 0.08% | 8,329 | -5,339 | -39.1% | -$38.73万 | 减仓 |
| MAR | MARRIOTT INTL INC NEW | $59.89万 | 0.08% | 1,831 | 434 | 31.1% | $14.20万 | 加仓 |
| PCAR | PACCAR INC | $59.69万 | 0.08% | 5,168 | 1,295 | 33.4% | $14.96万 | 加仓 |
| CEG | CONSTELLATION ENERGY CORP | $59.64万 | 0.08% | 2,136 | -213 | -9.1% | -$5.95万 | 减仓 |
| D | DOMINION ENERGY INC | $59.51万 | 0.08% | 9,627 | 707 | 7.9% | $4.37万 | 加仓 |
| FISV | FISERV INC | $59.48万 | 0.08% | 10,660 | -3,593 | -25.2% | -$20.05万 | 减仓 |
| NET | CLOUDFLARE INC | $59.46万 | 0.08% | 2,882 | 236 | 8.9% | $4.87万 | 加仓 |
| AMT | AMERICAN TOWER CORP NEW | $59.35万 | 0.08% | 3,439 | 662 | 23.8% | $11.42万 | 加仓 |
| SYK | STRYKER CORPORATION | $59.34万 | 0.08% | 1,806 | 5 | 0.3% | $1,643 | 加仓 |
| SPY | SPDR S&P 500 ETF TR | $58.64万 | 0.08% | 902 | -10 | -1.1% | -$6,501 | 减仓 |
| CME | CME GROUP INC | $58.30万 | 0.08% | 1,974 | 274 | 16.1% | $8.09万 | 加仓 |
| TGT | TARGET CORP | $58.21万 | 0.08% | 4,802 | 2,225 | 86.3% | $26.97万 | 加仓 |
| BF/B | BROWN FORMAN CORP | $57.94万 | 0.08% | 21,915 | -8,777 | -28.6% | -$23.21万 | 减仓 |
| FCX | FREEPORT-MCMORAN INC | $57.41万 | 0.07% | 9,766 | 2,443 | 33.4% | $14.36万 | 加仓 |
| BSX | BOSTON SCIENTIFIC CORP | $57.19万 | 0.07% | 9,114 | 378 | 4.3% | $2.37万 | 加仓 |
| NDAQ | NASDAQ INC | $57.10万 | 0.07% | 6,726 | 3,546 | 111.5% | $30.10万 | 加仓 |
| TDG | TRANSDIGM GROUP INC | $56.60万 | 0.07% | 488 | -33 | -6.3% | -$3.83万 | 减仓 |
| CPB | CAMPBELL SOUP CO | $56.14万 | 0.07% | 25,209 | -1,700 | -6.3% | -$3.79万 | 减仓 |
| KMX | CARMAX INC | $55.70万 | 0.07% | 13,397 | -8,117 | -37.7% | -$33.75万 | 减仓 |
| BAX | BAXTER INTL INC | $55.66万 | 0.07% | 33,132 | -9,249 | -21.8% | -$15.54万 | 减仓 |
| KHC | KRAFT HEINZ CO | $55.58万 | 0.07% | 24,713 | -8,166 | -24.8% | -$18.36万 | 减仓 |
| MLM | MARTIN MARIETTA MATLS INC | $55.39万 | 0.07% | 941 | 39 | 4.3% | $2.30万 | 加仓 |
| ZBH | ZIMMER BIOMET HOLDINGS INC | $55.22万 | 0.07% | 6,107 | -2,628 | -30.1% | -$23.76万 | 减仓 |
| CSGP | COSTAR GROUP INC | $54.98万 | 0.07% | 13,628 | 10,572 | 345.9% | $42.65万 | 重新持有 |
| CLX | CLOROX CO DEL | $54.94万 | 0.07% | 5,302 | 5,302 | — | $54.94万 | 新建仓 |
| CL | COLGATE PALMOLIVE CO | $54.82万 | 0.07% | 6,433 | 1,965 | 44.0% | $16.75万 | 加仓 |
| CTSH | COGNIZANT TECHNOLOGY SOLUTIO | $54.51万 | 0.07% | 8,885 | 5,452 | 158.8% | $33.45万 | 加仓 |
| DEO | DIAGEO PLC | $54.22万 | 0.07% | 7,283 | -1,603 | -18.0% | -$11.93万 | 减仓 |
| CAG | CONAGRA BRANDS INC | $53.97万 | 0.07% | 34,335 | -12,260 | -26.3% | -$19.27万 | 减仓 |
| HIG | HARTFORD FINL SVCS GROUP INC | $53.79万 | 0.07% | 3,978 | 1,309 | 49.0% | $17.70万 | 加仓 |
| TEL | TE CONNECTIVITY PLC | $53.62万 | 0.07% | 2,565 | 324 | 14.5% | $6.77万 | 加仓 |
| IUSV | ISHARES TR | $53.08万 | 0.07% | 5,191 | 850 | 19.6% | $8.69万 | 加仓 |
| VLO | VALERO ENERGY CORP | $52.92万 | 0.07% | 2,142 | 172 | 8.7% | $4.25万 | 加仓 |
| SO | SOUTHERN CO | $52.55万 | 0.07% | 5,444 | 1,041 | 23.6% | $10.05万 | 加仓 |
| NUE | NUCOR CORP | $52.34万 | 0.07% | 3,095 | -5,682 | -64.7% | -$96.08万 | 减仓 |
| HEI/A | HEICO CORP NEW | $52.28万 | 0.07% | 2,477 | -35 | -1.4% | -$7,387 | 减仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $51.77万 | 0.07% | 2,548 | -407 | -13.8% | -$8.27万 | 减仓 |
| REGN | REGENERON PHARMACEUTICALS | $51.52万 | 0.07% | 667 | 130 | 24.2% | $10.04万 | 加仓 |
| SMH | VANECK ETF TRUST | $50.82万 | 0.07% | 1,325 | -82 | -5.8% | -$3.15万 | 减仓 |
| MRVL | MARVELL TECHNOLOGY INC | $50.63万 | 0.07% | 5,111 | 1,918 | 60.1% | $19.00万 | 加仓 |
| BKR | BAKER HUGHES COMPANY | $50.31万 | 0.07% | 8,240 | 1,679 | 25.6% | $10.25万 | 加仓 |
| KR | KROGER CO | $50.20万 | 0.07% | 6,937 | 1,939 | 38.8% | $14.03万 | 加仓 |
| IUSG | ISHARES TR | $49.59万 | 0.06% | 3,197 | 565 | 21.5% | $8.76万 | 加仓 |
| OKE | ONEOK INC NEW | $49.56万 | 0.06% | 5,482 | 700 | 14.6% | $6.33万 | 加仓 |
| MPC | MARATHON PETE CORP | $49.52万 | 0.06% | 2,028 | 171 | 9.2% | $4.18万 | 加仓 |
| MRSH | MARSH & MCLENNAN COS INC | $49.34万 | 0.06% | 2,844 | 322 | 12.8% | $5.59万 | 加仓 |
| MET | METLIFE INC | $49.11万 | 0.06% | 6,945 | 546 | 8.5% | $3.86万 | 加仓 |
| TRGP | TARGA RES CORP | $49.09万 | 0.06% | 1,958 | 228 | 13.2% | $5.72万 | 加仓 |
| APP | APPLOVIN CORP | $48.95万 | 0.06% | 1,230 | -166 | -11.9% | -$6.61万 | 减仓 |
| CBRE | CBRE GROUP INC | $48.87万 | 0.06% | 3,608 | 37 | 1.0% | $5,012 | 加仓 |
| DHR | DANAHER CORPORATION | $48.36万 | 0.06% | 2,551 | 76 | 3.1% | $1.44万 | 加仓 |
| COR | CENCORA INC | $47.69万 | 0.06% | 1,518 | 20 | 1.3% | $6,284 | 加仓 |
| FITB | FIFTH THIRD BANCORP | $47.05万 | 0.06% | 10,126 | 1,549 | 18.1% | $7.20万 | 加仓 |
| F | FORD MTR CO DEL | $46.01万 | 0.06% | 39,870 | 120 | 0.3% | $1,385 | 加仓 |
| SBUX | STARBUCKS CORP | $45.90万 | 0.06% | 5,124 | 684 | 15.4% | $6.13万 | 加仓 |
| STT | STATE STR CORP | $45.90万 | 0.06% | 3,627 | 160 | 4.6% | $2.02万 | 加仓 |
| MNST | MONSTER BEVERAGE CORP NEW | $45.86万 | 0.06% | 6,330 | 652 | 11.5% | $4.72万 | 加仓 |
| BR | BROADRIDGE FINL SOLUTIONS IN | $45.80万 | 0.06% | 2,819 | 2,819 | — | $45.80万 | 新建仓 |
| ROK | ROCKWELL AUTOMATION INC | $45.22万 | 0.06% | 1,260 | 517 | 69.6% | $18.55万 | 加仓 |
| O | REALTY INCOME CORP | $44.97万 | 0.06% | 7,351 | 784 | 11.9% | $4.80万 | 加仓 |
| SYF | SYNCHRONY FINANCIAL | $44.57万 | 0.06% | 6,553 | 29 | 0.4% | $1,973 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $44.55万 | 0.06% | 3,008 | 9 | 0.3% | $1,333 | 加仓 |
| HOOD | ROBINHOOD MKTS INC | $44.19万 | 0.06% | 6,376 | -907 | -12.5% | -$6.29万 | 减仓 |
| EBAY | EBAY INC. | $44.03万 | 0.06% | 4,837 | 572 | 13.4% | $5.21万 | 加仓 |
| CLMT | CALUMET INC | $43.99万 | 0.06% | 12,253 | -600 | -4.7% | -$2.15万 | 减仓 |
| PKE | PARK AEROSPACE CORP | $42.94万 | 0.06% | 15,683 | -4,264 | -21.4% | -$11.67万 | 减仓 |
| WM | WASTE MGMT INC DEL | $42.93万 | 0.06% | 1,868 | 605 | 47.9% | $13.90万 | 加仓 |
| WAB | WABTEC | $42.92万 | 0.06% | 1,717 | 94 | 5.8% | $2.35万 | 加仓 |
| CAH | CARDINAL HEALTH INC | $42.30万 | 0.06% | 2,002 | 176 | 9.6% | $3.72万 | 加仓 |
| EFA | ISHARES TR | $41.64万 | 0.05% | 4,287 | 243 | 6.0% | $2.36万 | 加仓 |
| MSCI | MSCI INC | $41.45万 | 0.05% | 769 | 293 | 61.6% | $15.79万 | 加仓 |
| MTB | M & T BK CORP | $41.25万 | 0.05% | 1,996 | 138 | 7.4% | $2.85万 | 加仓 |