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 |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | $3,888.36万 | 5.07% | 153,212 | 894 | 0.6% | $22.69万 | 加仓 |
| ACWX | ISHARES TR | $3,011.61万 | 3.92% | 439,844 | 169,293 | 62.6% | $1,159.15万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $2,840.23万 | 3.70% | 162,857 | 12,965 | 8.6% | $226.11万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $2,404.89万 | 3.13% | 180,955 | -23,698 | -11.6% | -$314.95万 | 减仓 |
| MSFT | MICROSOFT CORP | $2,048.29万 | 2.67% | 55,334 | 1,106 | 2.0% | $40.94万 | 加仓 |
| AMZN | AMAZON COM INC | $1,491.90万 | 1.94% | 71,633 | 1,973 | 2.8% | $41.09万 | 加仓 |
| GOOGL | ALPHABET INC | $1,455.38万 | 1.90% | 50,611 | 3,576 | 7.6% | $102.83万 | 加仓 |
| AVGO | AVAGO TECHNOLOGIES LTD | $1,128.86万 | 1.47% | 36,472 | 2,623 | 7.7% | $81.19万 | 加仓 |
| IEF | ISHARES TR | $1,093.33万 | 1.42% | 114,556 | 19,950 | 21.1% | $190.40万 | 加仓 |
| GOOG | ALPHABET INC | $1,064.01万 | 1.39% | 37,092 | 2,327 | 6.7% | $66.75万 | 加仓 |
| DGRO | ISHARES TR | $986.27万 | 1.29% | 140,535 | -20,965 | -13.0% | -$147.13万 | 减仓 |
| XLF | SELECT SECTOR SPDR TR | $968.13万 | 1.26% | 196,097 | -43,785 | -18.3% | -$216.17万 | 减仓 |
| META | META PLATFORMS INC | $960.30万 | 1.25% | 16,785 | 1,295 | 8.4% | $74.09万 | 加仓 |
| IEI | ISHARES TR | $957.12万 | 1.25% | 80,702 | 9,308 | 13.0% | $110.39万 | 加仓 |
| USIG | ISHARES TR | $941.28万 | 1.23% | 183,736 | -32,597 | -15.1% | -$166.99万 | 减仓 |
| XLY | SELECT SECTOR SPDR TR | $920.20万 | 1.20% | 84,437 | -460 | -0.5% | -$5.01万 | 减仓 |
| QUAL | ISHARES TR | $893.80万 | 1.16% | 46,598 | -6,258 | -11.8% | -$120.03万 | 减仓 |
| SHY | ISHARES TR | $840.06万 | 1.09% | 101,739 | -13,824 | -12.0% | -$114.14万 | 减仓 |
| IDEV | ISHARES TR | $821.08万 | 1.07% | 98,250 | -16,798 | -14.6% | -$140.38万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $820.06万 | 1.07% | 27,878 | 1,525 | 5.8% | $44.86万 | 加仓 |
| XLC | SELECT SECTOR SPDR TR | $811.81万 | 1.06% | 73,228 | -8,949 | -10.9% | -$99.21万 | 减仓 |
| XLV | SELECT SECTOR SPDR TR | $798.58万 | 1.04% | 54,470 | -7,798 | -12.5% | -$114.33万 | 减仓 |
| AGG | ISHARES TR | $773.81万 | 1.01% | 77,950 | 51,244 | 191.9% | $508.70万 | 加仓 |
| TSLA | TESLA INC | $721.30万 | 0.94% | 19,403 | 791 | 4.2% | $29.41万 | 加仓 |
| XLI | SELECT SECTOR SPDR TR | $719.35万 | 0.94% | 44,478 | -9,360 | -17.4% | -$151.38万 | 减仓 |
| MUB | ISHARES TR | $679.13万 | 0.88% | 63,978 | 3,098 | 5.1% | $32.89万 | 加仓 |
| AVLV | AMERICAN CENTY ETF TR | $662.91万 | 0.86% | 82,237 | -291 | -0.4% | -$2.35万 | 减仓 |
| LLY | ELI LILLY & CO | $643.22万 | 0.84% | 6,993 | 450 | 6.9% | $41.39万 | 加仓 |
| IJR | ISHARES TR | $573.84万 | 0.75% | 46,162 | -21,827 | -32.1% | -$271.33万 | 减仓 |
| DFAI | DIMENSIONAL ETF TRUST | $573.29万 | 0.75% | 147,148 | -25,213 | -14.6% | -$98.23万 | 减仓 |
| — | EXXON MOBIL CORP | $570.25万 | 0.74% | 33,612 | -3,100 | -8.4% | -$52.59万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $548.48万 | 0.71% | 11,446 | 1,158 | 11.3% | $55.49万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $547.40万 | 0.71% | 22,394 | 3,745 | 20.1% | $91.54万 | 加仓 |
| VMBS | VANGUARD SCOTTSDALE FDS | $524.26万 | 0.68% | 111,664 | -20,436 | -15.5% | -$95.95万 | 减仓 |
| TLH | ISHARES TR | $521.44万 | 0.68% | 51,771 | -8,638 | -14.3% | -$87.00万 | 减仓 |
| DBND | DOUBLELINE ETF TRUST | $520.78万 | 0.68% | 113,682 | -20,209 | -15.1% | -$92.58万 | 减仓 |
| IQDG | WISDOMTREE TR | $513.09万 | 0.67% | 127,826 | -21,139 | -14.2% | -$84.85万 | 减仓 |
| WMT | WALMART INC | $501.68万 | 0.65% | 40,367 | 5,746 | 16.6% | $71.41万 | 加仓 |
| V | VISA INC | $451.10万 | 0.59% | 14,925 | 1,641 | 12.4% | $49.60万 | 加仓 |
| COST | COSTCO WHSL CORP NEW | $446.54万 | 0.58% | 4,481 | 879 | 24.4% | $87.59万 | 加仓 |
| XLP | SELECT SECTOR SPDR TR | $423.70万 | 0.55% | 51,684 | -10,248 | -16.5% | -$84.01万 | 减仓 |
| NFLX | NETFLIX INC | $399.56万 | 0.52% | 41,555 | 4,580 | 12.4% | $44.04万 | 加仓 |
| RTX | RAYTHEON TECHNOLOGIES CORP | $358.16万 | 0.47% | 18,567 | -657 | -3.4% | -$12.67万 | 减仓 |
| BNY | BANK NEW YORK MELLON CORP | $348.77万 | 0.45% | 29,400 | 1,363 | 4.9% | $16.17万 | 加仓 |
| SHV | ISHARES TR | $344.76万 | 0.45% | 31,231 | -14,675 | -32.0% | -$162.00万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $335.37万 | 0.44% | 5,549 | 176 | 3.3% | $10.64万 | 加仓 |
| IWD | ISHARES TR | $333.61万 | 0.43% | 15,613 | -5,069 | -24.5% | -$108.31万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $333.46万 | 0.43% | 6,674 | 1,072 | 19.1% | $53.56万 | 加仓 |
| AVUV | AMERICAN CENTY ETF TR | $331.41万 | 0.43% | 30,000 | -5,109 | -14.6% | -$56.44万 | 减仓 |
| GE | GENERAL ELECTRIC CO | $324.28万 | 0.42% | 11,427 | 95 | 0.8% | $2.70万 | 加仓 |
| IVV | ISHARES TR | $324.27万 | 0.42% | 4,964 | 173 | 3.6% | $11.30万 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $319.17万 | 0.42% | 52,100 | -20,360 | -28.1% | -$124.73万 | 减仓 |
| BLK | BLACKROCK INC | $317.64万 | 0.41% | 3,303 | -52 | -1.5% | -$5.00万 | 减仓 |
| OUSM | ALPS ETF TR | $316.77万 | 0.41% | 72,421 | -9,674 | -11.8% | -$42.31万 | 减仓 |
| IWF | ISHARES TR | $312.21万 | 0.41% | 7,322 | -435 | -5.6% | -$18.55万 | 减仓 |
| CVX | CHEVRON CORP NEW | $308.38万 | 0.40% | 14,905 | 805 | 5.7% | $16.65万 | 加仓 |
| BAC | BANK AMERICA CORP | $288.37万 | 0.38% | 59,153 | 3,199 | 5.7% | $15.60万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $286.09万 | 0.37% | 19,558 | 668 | 3.5% | $9.77万 | 加仓 |
| XSOE | WISDOMTREE TR | $279.93万 | 0.36% | 69,809 | -12,657 | -15.3% | -$50.75万 | 减仓 |
| HD | HOME DEPOT INC | $276.80万 | 0.36% | 8,416 | 229 | 2.8% | $7.53万 | 加仓 |
| — | SPDR INDEX SHS FDS | $275.41万 | 0.36% | 39,713 | -5,701 | -12.6% | -$39.54万 | 减仓 |
| ABBV | ABBVIE INC | $272.31万 | 0.35% | 12,521 | 708 | 6.0% | $15.40万 | 加仓 |
| IJH | ISHARES TR | $271.20万 | 0.35% | 40,160 | -5,021 | -11.1% | -$33.91万 | 减仓 |
| CAT | CATERPILLAR INC | $268.25万 | 0.35% | 3,786 | 454 | 13.6% | $32.17万 | 加仓 |
| CSCO | CISCO SYS INC | $267.12万 | 0.35% | 34,427 | 8,549 | 33.0% | $66.33万 | 加仓 |
| EDIV | SPDR INDEX SHS FDS | $264.97万 | 0.35% | 67,114 | -10,743 | -13.8% | -$42.41万 | 减仓 |
| TJX | TJX COS INC NEW | $261.10万 | 0.34% | 16,349 | 819 | 5.3% | $13.08万 | 加仓 |
| SMLF | ISHARES TR | $249.61万 | 0.33% | 33,065 | -4,466 | -11.9% | -$33.71万 | 减仓 |
| PH | PARKER-HANNIFIN CORP | $249.59万 | 0.33% | 2,788 | 441 | 18.8% | $39.48万 | 加仓 |
| USB | US BANCORP DEL | $245.75万 | 0.32% | 47,251 | 2,918 | 6.6% | $15.18万 | 加仓 |
| ETN | EATON CORP PLC | $239.87万 | 0.31% | 6,706 | -53 | -0.8% | -$1.90万 | 减仓 |
| REGL | PROSHARES TR | $239.56万 | 0.31% | 27,724 | -3,856 | -12.2% | -$33.32万 | 减仓 |
| XSVM | INVESCO EXCHANGE TRADED FD T | $238.90万 | 0.31% | 39,644 | -6,085 | -13.3% | -$36.67万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $236.01万 | 0.31% | 2,790 | 275 | 10.9% | $23.26万 | 加仓 |
| AVMV | AMERICAN CENTY ETF TR | $235.59万 | 0.31% | 31,759 | -4,889 | -13.3% | -$36.27万 | 减仓 |
| C | CITIGROUP INC | $228.09万 | 0.30% | 20,112 | 2,497 | 14.2% | $28.32万 | 加仓 |
| VTEB | VANGUARD MUN BD FDS | $225.83万 | 0.29% | 45,266 | -6,477 | -12.5% | -$32.31万 | 减仓 |
| AMAT | APPLIED MATLS INC | $225.28万 | 0.29% | 6,591 | 850 | 14.8% | $29.05万 | 加仓 |
| WFC | WELLS FARGO CO NEW | $224.84万 | 0.29% | 28,243 | -23 | -0.1% | -$1,831 | 减仓 |
| CALF | PACER FDS TR | $221.83万 | 0.29% | 49,439 | -7,068 | -12.5% | -$31.71万 | 减仓 |
| GILD | GILEAD SCIENCES INC | $220.43万 | 0.29% | 15,816 | 2,535 | 19.1% | $35.33万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $215.38万 | 0.28% | 4,382 | 73 | 1.7% | $3.59万 | 加仓 |
| AMGN | AMGEN INC | $214.23万 | 0.28% | 6,089 | 1,388 | 29.5% | $48.83万 | 加仓 |
| VGT | VANGUARD WORLD FDS | $213.40万 | 0.28% | 3,059 | -203 | -6.2% | -$14.16万 | 减仓 |
| MRK | MERCK & CO INC | $211.43万 | 0.28% | 17,577 | 3,748 | 27.1% | $45.08万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $211.13万 | 0.28% | 22,732 | 471 | 2.1% | $4.37万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $203.26万 | 0.26% | 6,017 | 1,489 | 32.9% | $50.30万 | 加仓 |
| LOW | LOWES COS INC | $197.28万 | 0.26% | 8,349 | 1,072 | 14.7% | $25.33万 | 加仓 |
| DE | DEERE & CO | $194.94万 | 0.25% | 3,461 | 408 | 13.4% | $22.98万 | 加仓 |
| XLU | SELECT SECTOR SPDR TR | $193.76万 | 0.25% | 42,222 | -9,451 | -18.3% | -$43.37万 | 减仓 |
| DIS | DISNEY WALT CO | $190.65万 | 0.25% | 19,781 | -1,255 | -6.0% | -$12.10万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $190.29万 | 0.25% | 37,906 | -3,675 | -8.8% | -$18.45万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $190.07万 | 0.25% | 6,284 | 631 | 11.2% | $19.09万 | 加仓 |
| MS | MORGAN STANLEY | $188.23万 | 0.25% | 11,438 | 577 | 5.3% | $9.50万 | 加仓 |
| ORCL | ORACLE CORP | $186.26万 | 0.24% | 12,661 | 4,802 | 61.1% | $70.64万 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $181.34万 | 0.24% | 29,899 | -663 | -2.2% | -$4.02万 | 减仓 |
| GEV | GE VERNOVA INC | $179.46万 | 0.23% | 2,056 | 152 | 8.0% | $13.27万 | 加仓 |
| PFE | PFIZER INC | $174.52万 | 0.23% | 62,151 | -6,247 | -9.1% | -$17.54万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $171.65万 | 0.22% | 8,438 | 1,147 | 15.7% | $23.33万 | 加仓 |
| CRM | SALESFORCE INC | $168.83万 | 0.22% | 9,044 | -379 | -4.0% | -$7.07万 | 减仓 |