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 |
|---|---|---|---|---|---|---|---|---|
| — | EXXON MOBIL CORP | $0 | 0.00% | 0 | -33,612 | -100.0% | -$570.25万 | 清仓 |
| SGOV | ISHARES TR | $0 | 0.00% | 0 | -15,557 | -100.0% | -$156.60万 | 清仓 |
| EXR | EXTRA SPACE STORAGE INC | $0 | 0.00% | 0 | -2,400 | -100.0% | -$31.47万 | 清仓 |
| TSCO | TRACTOR SUPPLY CO | $0 | 0.00% | 0 | -6,191 | -100.0% | -$28.05万 | 清仓 |
| PTC | PTC INC | $0 | 0.00% | 0 | -1,948 | -100.0% | -$27.76万 | 清仓 |
| AZO | AUTOZONE INC | $0 | 0.00% | 0 | -72 | -100.0% | -$24.40万 | 清仓 |
| STE | STERIS PLC | $0 | 0.00% | 0 | -1,075 | -100.0% | -$23.77万 | 清仓 |
| PYPL | PAYPAL HLDGS INC | $0 | 0.00% | 0 | -5,197 | -100.0% | -$23.51万 | 清仓 |
| LEN | LENNAR CORP | $0 | 0.00% | 0 | -2,668 | -100.0% | -$23.17万 | 清仓 |
| COIN | COINBASE GLOBAL INC | $0 | 0.00% | 0 | -1,307 | -100.0% | -$22.82万 | 清仓 |
| RSG | REPUBLIC SVCS INC | $0 | 0.00% | 0 | -1,025 | -100.0% | -$22.45万 | 清仓 |
| — | ELECTRONIC ARTS INC | $0 | 0.00% | 0 | -1,086 | -100.0% | -$22.14万 | 清仓 |
| KTOS | KRATOS DEFENSE & SEC SOLUTIO | $0 | 0.00% | 0 | -3,059 | -100.0% | -$21.57万 | 清仓 |
| A | AGILENT TECHNOLOGIES INC | $0 | 0.00% | 0 | -1,882 | -100.0% | -$21.45万 | 清仓 |
| VEEV | VEEVA SYS INC | $0 | 0.00% | 0 | -1,202 | -100.0% | -$21.11万 | 清仓 |
| IQV | IQVIA HLDGS INC | $0 | 0.00% | 0 | -1,220 | -100.0% | -$20.80万 | 清仓 |
| VLY | VALLEY NATL BANCORP | $0 | 0.00% | 0 | -10,669 | -100.0% | -$13.10万 | 清仓 |