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 |
|---|---|---|---|---|---|---|---|---|
| NSC | NORFOLK SOUTHN CORP | $40.64万 | 0.05% | 1,416 | 278 | 24.4% | $7.98万 | 加仓 |
| PRU | PRUDENTIAL FINL INC | $40.53万 | 0.05% | 4,149 | 883 | 27.0% | $8.63万 | 加仓 |
| CPRT | COPART INC | $40.43万 | 0.05% | 12,179 | -4,740 | -28.0% | -$15.74万 | 减仓 |
| PFG | PRINCIPAL FINANCIAL GROUP IN | $40.13万 | 0.05% | 4,454 | -235 | -5.0% | -$2.12万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $39.83万 | 0.05% | 667 | -2,162 | -76.4% | -$129.10万 | 减仓 |
| AIG | AMERICAN INTL GROUP INC | $39.81万 | 0.05% | 5,291 | -170 | -3.1% | -$1.28万 | 减仓 |
| ADM | ARCHER DANIELS MIDLAND CO | $39.60万 | 0.05% | 5,448 | 1,516 | 38.6% | $11.02万 | 加仓 |
| ES | EVERSOURCE ENERGY | $39.47万 | 0.05% | 5,697 | 2,202 | 63.0% | $15.26万 | 加仓 |
| SHYM | BLACKROCK ETF TRUST II | $39.34万 | 0.05% | 17,866 | 5,251 | 41.6% | $11.56万 | 加仓 |
| MINO | PIMCO ETF TR | $39.29万 | 0.05% | 8,699 | 313 | 3.7% | $1.41万 | 加仓 |
| MELI | MERCADOLIBRE INC | $39.08万 | 0.05% | 226 | -89 | -28.3% | -$15.39万 | 减仓 |
| RMD | RESMED INC | $38.45万 | 0.05% | 1,713 | 334 | 24.2% | $7.50万 | 加仓 |
| IWN | ISHARES TR | $37.83万 | 0.05% | 1,995 | -223 | -10.1% | -$4.23万 | 减仓 |
| CRH | CRH PLC | $37.79万 | 0.05% | 3,595 | 813 | 29.2% | $8.55万 | 加仓 |
| IBKR | INTERACTIVE BROKERS GROUP IN | $37.34万 | 0.05% | 5,567 | -23 | -0.4% | -$1,543 | 减仓 |
| WDC | WESTERN DIGITAL CORP | $37.07万 | 0.05% | 1,370 | 1,370 | — | $37.07万 | 新建仓 |
| DASH | DOORDASH INC | $36.84万 | 0.05% | 2,453 | -153 | -5.9% | -$2.30万 | 减仓 |
| NXPI | NXP SEMICONDUCTORS N V | $36.64万 | 0.05% | 1,861 | 523 | 39.1% | $10.30万 | 加仓 |
| PSA | PUBLIC STORAGE | $36.28万 | 0.05% | 1,340 | 183 | 15.8% | $4.96万 | 加仓 |
| VRSN | VERISIGN INC | $36.24万 | 0.05% | 1,459 | 1,459 | — | $36.24万 | 新建仓 |
| SRE | SEMPRA | $36.07万 | 0.05% | 3,712 | 726 | 24.3% | $7.05万 | 加仓 |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $35.83万 | 0.05% | 1,269 | 1,269 | — | $35.83万 | 新建仓 |
| SNDK | SANDISK CORP | $35.45万 | 0.05% | 558 | 558 | — | $35.45万 | 新建仓 |
| VTI | VANGUARD INDEX FDS | $35.14万 | 0.05% | 1,095 | 0 | 0.0% | — | 不变 |
| GRMN | GARMIN LTD | $34.51万 | 0.04% | 1,488 | 331 | 28.6% | $7.68万 | 加仓 |
| COHR | COHERENT CORP | $34.35万 | 0.04% | 1,442 | 13 | 0.9% | $3,097 | 加仓 |
| AFL | AFLAC INC | $34.30万 | 0.04% | 3,126 | 695 | 28.6% | $7.63万 | 加仓 |
| ASML | ASML HOLDING N V | $34.26万 | 0.04% | 259 | -853 | -76.7% | -$112.82万 | 减仓 |
| FERG | FERGUSON ENTERPRISES INC | $34.22万 | 0.04% | 1,467 | 284 | 24.0% | $6.62万 | 加仓 |
| AME | AMETEK INC | $34.06万 | 0.04% | 1,589 | 1,589 | — | $34.06万 | 新建仓 |
| VMC | VULCAN MATLS CO | $33.87万 | 0.04% | 1,244 | 14 | 1.1% | $3,812 | 加仓 |
| ROIV | ROIVANT SCIENCES LTD | $33.24万 | 0.04% | 12,000 | 0 | 0.0% | — | 不变 |
| EOG | EOG RES INC | $33.09万 | 0.04% | 2,289 | 2,289 | — | $33.09万 | 新建仓 |
| SHYG | ISHARES TR | $32.93万 | 0.04% | 7,784 | 7,784 | — | $32.93万 | 新建仓 |
| FTNT | FORTINET INC | $32.71万 | 0.04% | 4,002 | 1,092 | 37.5% | $8.92万 | 加仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $32.58万 | 0.04% | 1,172 | 222 | 23.4% | $6.17万 | 加仓 |
| XYL | XYLEM INC | $31.51万 | 0.04% | 2,637 | -160 | -5.7% | -$1.91万 | 减仓 |
| EXR | EXTRA SPACE STORAGE INC | $31.47万 | 0.04% | 2,400 | 592 | 32.7% | $7.76万 | 加仓 |
| ATO | ATMOS ENERGY CORP | $31.46万 | 0.04% | 1,703 | -13 | -0.8% | -$2,401 | 减仓 |
| IDXX | IDEXX LABS INC | $31.13万 | 0.04% | 554 | 42 | 8.2% | $2.36万 | 加仓 |
| EW | EDWARDS LIFESCIENCES CORP | $31.07万 | 0.04% | 3,880 | 162 | 4.4% | $1.30万 | 加仓 |
| UPS | UNITED PARCEL SERVICE INC | $31.06万 | 0.04% | 3,157 | 1,018 | 47.6% | $10.02万 | 加仓 |
| XEL | XCEL ENERGY INC | $30.85万 | 0.04% | 3,883 | 263 | 7.3% | $2.09万 | 加仓 |
| EXC | EXELON CORP | $30.41万 | 0.04% | 6,203 | 940 | 17.9% | $4.61万 | 加仓 |
| SYY | SYSCO CORP | $30.09万 | 0.04% | 4,218 | -360 | -7.9% | -$2.57万 | 减仓 |
| MPWR | MONOLITHIC PWR SYS INC | $29.96万 | 0.04% | 274 | 274 | — | $29.96万 | 新建仓 |
| WEC | WEC ENERGY GROUP INC | $29.89万 | 0.04% | 2,581 | -97 | -3.6% | -$1.12万 | 减仓 |
| AMLP | ALPS ETF TR | $29.66万 | 0.04% | 5,635 | 599 | 11.9% | $3.15万 | 加仓 |
| APO | APOLLO GLOBAL MGMT INC | $29.44万 | 0.04% | 2,642 | 196 | 8.0% | $2.18万 | 加仓 |
| DOV | DOVER CORP | $29.38万 | 0.04% | 1,410 | 23 | 1.7% | $4,793 | 加仓 |
| ELV | ELEVANCE HEALTH INC | $29.08万 | 0.04% | 993 | 144 | 17.0% | $4.22万 | 加仓 |
| VTR | VENTAS INC | $28.69万 | 0.04% | 3,508 | 87 | 2.5% | $7,114 | 加仓 |
| ED | CONSOLIDATED EDISON INC | $28.32万 | 0.04% | 2,503 | 2,503 | — | $28.32万 | 新建仓 |
| AMLX | AMYLYX PHARMACEUTICALS INC | $28.17万 | 0.04% | 20,265 | 0 | 0.0% | — | 不变 |
| TSCO | TRACTOR SUPPLY CO | $28.05万 | 0.04% | 6,191 | 1,551 | 33.4% | $7.03万 | 加仓 |
| ARES | ARES MANAGEMENT CORPORATION | $27.91万 | 0.04% | 2,558 | -447 | -14.9% | -$4.88万 | 减仓 |
| DAL | DELTA AIR LINES INC DEL | $27.90万 | 0.04% | 4,197 | 593 | 16.5% | $3.94万 | 加仓 |
| PTC | PTC INC | $27.76万 | 0.04% | 1,948 | 1,948 | — | $27.76万 | 新建仓 |
| VMRK | EQUITY RESIDENTIAL | $27.71万 | 0.04% | 4,685 | 4,685 | — | $27.71万 | 新建仓 |
| IRM | IRON MTN INC DEL | $27.51万 | 0.04% | 2,694 | -120 | -4.3% | -$1.23万 | 减仓 |
| MDLZ | MONDELEZ INTL INC | $26.68万 | 0.03% | 4,628 | 581 | 14.4% | $3.35万 | 加仓 |
| PKG | PACKAGING CORP AMER | $26.63万 | 0.03% | 1,255 | 1,255 | — | $26.63万 | 新建仓 |
| CCI | CROWN CASTLE INC | $26.32万 | 0.03% | 3,236 | 878 | 37.2% | $7.14万 | 加仓 |
| SNOW | SNOWFLAKE INC | $25.81万 | 0.03% | 1,711 | -138 | -7.5% | -$2.08万 | 减仓 |
| NTAP | NETAPP INC | $25.71万 | 0.03% | 2,511 | 2,511 | — | $25.71万 | 新建仓 |
| SDY | SPDR SER TR | $25.62万 | 0.03% | 1,756 | -13 | -0.7% | -$1,897 | 减仓 |
| QQQ | INVESCO QQQ TR | $25.51万 | 0.03% | 442 | 0 | 0.0% | — | 不变 |
| CARR | CARRIER GLOBAL CORPORATION | $25.07万 | 0.03% | 4,453 | -422 | -8.7% | -$2.38万 | 重新持有 |
| TD | TORONTO DOMINION BK ONT | $24.64万 | 0.03% | 2,641 | 0 | 0.0% | — | 不变 |
| AZO | AUTOZONE INC | $24.40万 | 0.03% | 72 | -21 | -22.6% | -$7.12万 | 减仓 |
| RF | REGIONS FINANCIAL CORP NEW | $24.22万 | 0.03% | 9,271 | 9,271 | — | $24.22万 | 新建仓 |
| AON | AON PLC | $24.05万 | 0.03% | 745 | 745 | — | $24.05万 | 新建仓 |
| STE | STERIS PLC | $23.77万 | 0.03% | 1,075 | 1,075 | — | $23.77万 | 新建仓 |
| XYZ | BLOCK INC | $23.55万 | 0.03% | 3,912 | -1,435 | -26.8% | -$8.64万 | 减仓 |
| PYPL | PAYPAL HLDGS INC | $23.51万 | 0.03% | 5,197 | -825 | -13.7% | -$3.73万 | 减仓 |
| DRI | DARDEN RESTAURANTS INC | $23.35万 | 0.03% | 1,191 | -17 | -1.4% | -$3,333 | 减仓 |
| LEN | LENNAR CORP | $23.17万 | 0.03% | 2,668 | -1,022 | -27.7% | -$8.88万 | 减仓 |
| MCHP | MICROCHIP TECHNOLOGY INC. | $23.08万 | 0.03% | 3,572 | -14,223 | -79.9% | -$91.89万 | 减仓 |
| COIN | COINBASE GLOBAL INC | $22.82万 | 0.03% | 1,307 | -413 | -24.0% | -$7.21万 | 减仓 |
| TTWO | TAKE-TWO INTERACTIVE SOFTWAR | $22.74万 | 0.03% | 1,152 | -160 | -12.2% | -$3.16万 | 减仓 |
| RSG | REPUBLIC SVCS INC | $22.45万 | 0.03% | 1,025 | 1,025 | — | $22.45万 | 新建仓 |
| VRT | VERTIV HOLDINGS CO | $22.28万 | 0.03% | 889 | 889 | — | $22.28万 | 新建仓 |
| — | ELECTRONIC ARTS INC | $22.14万 | 0.03% | 1,086 | -28 | -2.5% | -$5,708 | 减仓 |
| KTOS | KRATOS DEFENSE & SEC SOLUTIO | $21.57万 | 0.03% | 3,059 | -200 | -6.1% | -$1.41万 | 减仓 |
| A | AGILENT TECHNOLOGIES INC | $21.45万 | 0.03% | 1,882 | 293 | 18.4% | $3.34万 | 加仓 |
| NRG | NRG ENERGY INC | $21.35万 | 0.03% | 1,461 | -4 | -0.3% | -$585 | 减仓 |
| IVW | ISHARES TR | $21.25万 | 0.03% | 1,879 | 0 | 0.0% | — | 不变 |
| VEEV | VEEVA SYS INC | $21.11万 | 0.03% | 1,202 | -812 | -40.3% | -$14.26万 | 减仓 |
| ABNB | AIRBNB INC | $21.04万 | 0.03% | 1,666 | 1,666 | — | $21.04万 | 新建仓 |
| FLJP | FRANKLIN TEMPLETON ETF TR | $20.98万 | 0.03% | 5,800 | -105 | -1.8% | -$3,799 | 减仓 |
| IQV | IQVIA HLDGS INC | $20.80万 | 0.03% | 1,220 | -281 | -18.7% | -$4.79万 | 减仓 |
| PAVE | GLOBAL X FDS | $20.77万 | 0.03% | 4,087 | -264 | -6.1% | -$1.34万 | 减仓 |
| DTE | DTE ENERGY CO | $20.40万 | 0.03% | 1,395 | -81 | -5.5% | -$1.18万 | 重新持有 |
| MUFG | MITSUBISHI UFJ FINL GROUP IN | $18.38万 | 0.02% | 10,830 | -174 | -1.6% | -$2,953 | 减仓 |
| ABUS | ARBUTUS BIOPHARMA CORP | $18.00万 | 0.02% | 40,000 | 0 | 0.0% | — | 不变 |
| OBDC | BLUE OWL CAPITAL CORPORATION | $15.48万 | 0.02% | 14,000 | -9,242 | -39.8% | -$10.22万 | 减仓 |
| VLY | VALLEY NATL BANCORP | $13.10万 | 0.02% | 10,669 | 0 | 0.0% | — | 不变 |
| — | ANAVEX LIFE SCIENCES CORP | $3.07万 | 0.00% | 10,000 | 0 | 0.0% | — | 不变 |
| BUD | ANHEUSER BUSCH INBEV SA/NV | $0 | 0.00% | 0 | -16,678 | -100.0% | -$106.80万 | 清仓 |
| VO | VANGUARD INDEX FDS | $0 | 0.00% | 0 | -1,757 | -100.0% | -$50.99万 | 清仓 |