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 |
|---|---|---|---|---|---|---|---|---|
| VB | VANGUARD INDEX FDS | $0 | 0.00% | 0 | -1,296 | -100.0% | -$33.43万 | 清仓 |
| SPDW | SPDR INDEX SHS FDS | $0 | 0.00% | 0 | -6,960 | -100.0% | -$30.91万 | 清仓 |
| CI | THE CIGNA GROUP | $0 | 0.00% | 0 | -1,089 | -100.0% | -$29.98万 | 清仓 |
| RBLX | ROBLOX CORP | $0 | 0.00% | 0 | -3,588 | -100.0% | -$29.07万 | 清仓 |
| SOFI | SOFI TECHNOLOGIES INC | $0 | 0.00% | 0 | -10,464 | -100.0% | -$27.39万 | 清仓 |
| CVNA | CARVANA CO | $0 | 0.00% | 0 | -625 | -100.0% | -$26.38万 | 清仓 |
| VICI | VICI PPTYS INC | $0 | 0.00% | 0 | -9,371 | -100.0% | -$26.35万 | 清仓 |
| PAYX | PAYCHEX INC | $0 | 0.00% | 0 | -2,245 | -100.0% | -$25.18万 | 清仓 |
| AXON | AXON ENTERPRISE INC | $0 | 0.00% | 0 | -435 | -100.0% | -$24.70万 | 清仓 |
| SKYY | FIRST TR EXCHANGE TRADED FD | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| WDAY | WORKDAY INC | $0 | 0.00% | 0 | -1,106 | -100.0% | -$23.75万 | 清仓 |
| ALNY | ALNYLAM PHARMACEUTICALS INC | $0 | 0.00% | 0 | -596 | -100.0% | -$23.68万 | 清仓 |
| RACE | FERRARI N V | $0 | 0.00% | 0 | -633 | -100.0% | -$23.39万 | 清仓 |
| MTD | METTLER TOLEDO INTERNATIONAL | $0 | 0.00% | 0 | -165 | -100.0% | -$23.04万 | 清仓 |
| CMG | CHIPOTLE MEXICAN GRILL INC | $0 | 0.00% | 0 | -6,135 | -100.0% | -$22.70万 | 清仓 |
| IVE | ISHARES TR | $0 | 0.00% | 0 | -1,018 | -100.0% | -$21.59万 | 清仓 |
| OTIS | OTIS WORLDWIDE CORP | $0 | 0.00% | 0 | -2,418 | -100.0% | -$21.12万 | 清仓 |
| VONG | VANGUARD SCOTTSDALE FDS | $0 | 0.00% | 0 | — | — | — | 申报中断 |