Private Wealth Management Group, LLC
PRINCETON NJ · SEC CIK 0002011342
$3.81亿2026Q1 申报市值
1,426持仓数
58.8%前十大占比 · 第一大 9.5%
94 / 131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
DFAU 加仓+$444.97万
DFGX 加仓+$182.56万
DFAI 加仓+$145.29万
VGIT 加仓+$114.48万
DFGR 加仓+$103.24万
2026Q1 卖出最多 按季末市值估算
DIMENSIONAL ETF 减仓-$115.41万
DISV 减仓-$83.27万
DFUS 减仓-$63.75万
DFIC 减仓-$55.05万
MDYV 减仓-$51.79万
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 |
|---|---|---|---|---|---|---|---|---|
| VIOV | VANGUARD ADMIRAL FDS INC | $0 | 0.00% | 0 | -619 | -100.0% | -$6.05万 | 清仓 |
| SLF | SUN LIFE FINANCIAL INC. | $0 | 0.00% | 0 | -797 | -100.0% | -$4.97万 | 清仓 |
| TQQQ | PROSHARES TR | $0 | 0.00% | 0 | -400 | -100.0% | -$2.11万 | 清仓 |
| — | EXACT SCIENCES CORP | $0 | 0.00% | 0 | -159 | -100.0% | -$1.61万 | 清仓 |
| — | JAMF HLDG CORP | $0 | 0.00% | 0 | -1,132 | -100.0% | -$1.47万 | 清仓 |
| NVR | NVR INC | $0 | 0.00% | 0 | -2 | -100.0% | -$1.46万 | 清仓 |
| — | ADVANTAGE SOLUTIONS INC | $0 | 0.00% | 0 | -16,570 | -100.0% | -$1.46万 | 清仓 |
| — | SYNOVUS FINL CORP | $0 | 0.00% | 0 | -274 | -100.0% | -$1.37万 | 清仓 |
| GPCR | STRUCTURE THERAPEUTICS INC | $0 | 0.00% | 0 | -196 | -100.0% | -$1.36万 | 清仓 |
| — | FRONTIER COMMUNICATIONS PARE | $0 | 0.00% | 0 | -227 | -100.0% | -$8,642 | 清仓 |
| FLO | FLOWERS FOODS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | CADENCE BANK | $0 | 0.00% | 0 | -176 | -100.0% | -$7,540 | 清仓 |
| OZK | BANK OZK LITTLE ROCK ARK | $0 | 0.00% | 0 | -159 | -100.0% | -$7,318 | 清仓 |
| — | AVIDITY BIOSCIENCES INC | $0 | 0.00% | 0 | -100 | -100.0% | -$7,213 | 清仓 |
| — | SPDR SERIES TRUST | $0 | 0.00% | 0 | -78 | -100.0% | -$6,971 | 清仓 |
| CSGP | COSTAR GROUP INC | $0 | 0.00% | 0 | -101 | -100.0% | -$6,792 | 清仓 |
| MGEE | MGE ENERGY INC | $0 | 0.00% | 0 | -86 | -100.0% | -$6,745 | 清仓 |
| GNTX | GENTEX CORP | $0 | 0.00% | 0 | -286 | -100.0% | -$6,656 | 清仓 |
| — | SEVEN HILLS REALTY TRUST | $0 | 0.00% | 0 | -738 | -100.0% | -$6,569 | 清仓 |
| AZTA | AZENTA INC | $0 | 0.00% | 0 | -193 | -100.0% | -$6,420 | 清仓 |
| DLN | WISDOMTREE TR | $0 | 0.00% | 0 | -70 | -100.0% | -$6,166 | 清仓 |
| TFX | TELEFLEX INCORPORATED | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | PIPER SANDLER COMPANIES | $0 | 0.00% | 0 | -68 | -100.0% | -$5,776 | 清仓 |
| — | AMCOR PLC | $0 | 0.00% | 0 | -134 | -100.0% | -$5,572 | 清仓 |
| — | ELME COMMUNITIES | $0 | 0.00% | 0 | -314 | -100.0% | -$5,464 | 清仓 |
| — | HILLENBRAND INC | $0 | 0.00% | 0 | -165 | -100.0% | -$5,234 | 清仓 |
| HQY | HEALTHEQUITY INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| RHI | ROBERT HALF INC. | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| MZTI | MARZETTI COMPANY | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| AGNT | EXP WORLD HLDGS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| FUL | FULLER H B CO | $0 | 0.00% | 0 | -70 | -100.0% | -$4,163 | 清仓 |
| CAL | CALERES INC | $0 | 0.00% | 0 | -341 | -100.0% | -$4,150 | 清仓 |
| — | POTLATCHDELTIC CORPORATION | $0 | 0.00% | 0 | -98 | -100.0% | -$3,899 | 清仓 |
| DON | WISDOMTREE TR | $0 | 0.00% | 0 | -75 | -100.0% | -$3,870 | 清仓 |
| — | INOGEN INC | $0 | 0.00% | 0 | -566 | -100.0% | -$3,804 | 清仓 |
| BWIN | THE BALDWIN INSURANCE GRP IN | $0 | 0.00% | 0 | -157 | -100.0% | -$3,773 | 清仓 |
| BUR | BURFORD CAP LTD | $0 | 0.00% | 0 | -384 | -100.0% | -$3,426 | 清仓 |
| — | UNIVERSAL LOGISTICS HLDGS IN | $0 | 0.00% | 0 | -222 | -100.0% | -$3,373 | 清仓 |
| XRX | XEROX HOLDINGS CORP | $0 | 0.00% | 0 | -1,376 | -100.0% | -$3,262 | 清仓 |
| GDYN | GRID DYNAMICS HLDGS INC | $0 | 0.00% | 0 | -349 | -100.0% | -$3,152 | 清仓 |
| EVH | EVOLENT HEALTH INC | $0 | 0.00% | 0 | -774 | -100.0% | -$3,096 | 清仓 |
| JEF | JEFFERIES FINL GROUP INC | $0 | 0.00% | 0 | -48 | -100.0% | -$2,975 | 清仓 |
| DSU | BLACKROCK DEBT STRATEGIES FD | $0 | 0.00% | 0 | -291 | -100.0% | -$2,963 | 清仓 |
| VRRM | VERRA MOBILITY CORP | $0 | 0.00% | 0 | -131 | -100.0% | -$2,936 | 清仓 |
| — | PINNACLE FINL PARTNERS INC | $0 | 0.00% | 0 | -30 | -100.0% | -$2,863 | 清仓 |
| FLGT | FULGENT GENETICS INC | $0 | 0.00% | 0 | -100 | -100.0% | -$2,627 | 清仓 |
| CHE | CHEMED CORP NEW | $0 | 0.00% | 0 | -6 | -100.0% | -$2,568 | 清仓 |
| BRKR | BRUKER CORP | $0 | 0.00% | 0 | -54 | -100.0% | -$2,544 | 清仓 |
| OLED | UNIVERSAL DISPLAY CORP | $0 | 0.00% | 0 | -21 | -100.0% | -$2,453 | 清仓 |
| SRPT | SAREPTA THERAPEUTICS INC | $0 | 0.00% | 0 | -112 | -100.0% | -$2,411 | 清仓 |
| RXO | RXO INC | $0 | 0.00% | 0 | -182 | -100.0% | -$2,301 | 清仓 |
| ASH | ASHLAND INC | $0 | 0.00% | 0 | -39 | -100.0% | -$2,289 | 清仓 |
| ALK | ALASKA AIR GROUP INC | $0 | 0.00% | 0 | -45 | -100.0% | -$2,264 | 清仓 |
| COUR | COURSERA INC | $0 | 0.00% | 0 | -299 | -100.0% | -$2,201 | 清仓 |
| TNC | TENNANT CO | $0 | 0.00% | 0 | -27 | -100.0% | -$1,990 | 清仓 |
| DEI | DOUGLAS EMMETT INC | $0 | 0.00% | 0 | -180 | -100.0% | -$1,979 | 清仓 |
| SXT | SENSIENT TECHNOLOGIES CORP | $0 | 0.00% | 0 | -21 | -100.0% | -$1,973 | 清仓 |
| BOW | BOWHEAD SPECIALTY HLDGS INC | $0 | 0.00% | 0 | -69 | -100.0% | -$1,970 | 清仓 |
| — | BROOKFIELD BUSINESS CORP | $0 | 0.00% | 0 | -53 | -100.0% | -$1,902 | 清仓 |
| PZZA | PAPA JOHNS INTL INC | $0 | 0.00% | 0 | -47 | -100.0% | -$1,810 | 清仓 |
| UPST | UPSTART HLDGS INC | $0 | 0.00% | 0 | -39 | -100.0% | -$1,706 | 清仓 |
| TIPT | TIPTREE INC | $0 | 0.00% | 0 | -93 | -100.0% | -$1,700 | 清仓 |
| PTLO | PORTILLOS INC | $0 | 0.00% | 0 | -374 | -100.0% | -$1,698 | 清仓 |
| — | TEGNA INC | $0 | 0.00% | 0 | -87 | -100.0% | -$1,689 | 清仓 |
| AOS | SMITH A O CORP | $0 | 0.00% | 0 | -25 | -100.0% | -$1,672 | 清仓 |
| ABM | ABM INDS INC | $0 | 0.00% | 0 | -39 | -100.0% | -$1,650 | 清仓 |
| — | ACV AUCTIONS INC | $0 | 0.00% | 0 | -203 | -100.0% | -$1,629 | 清仓 |
| HOPE | HOPE BANCORP INC | $0 | 0.00% | 0 | -144 | -100.0% | -$1,579 | 清仓 |
| DFH | DREAM FINDERS HOMES INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| FFIN | FIRST FINL BANKSHARES INC | $0 | 0.00% | 0 | -52 | -100.0% | -$1,554 | 清仓 |
| KFRC | KFORCE INC | $0 | 0.00% | 0 | -50 | -100.0% | -$1,546 | 清仓 |
| S | SENTINELONE INC | $0 | 0.00% | 0 | -95 | -100.0% | -$1,425 | 清仓 |
| — | LINKBANCORP INC | $0 | 0.00% | 0 | -171 | -100.0% | -$1,413 | 清仓 |
| ROCK | GIBRALTAR INDS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| GIL | GILDAN ACTIVEWEAR INC | $0 | 0.00% | 0 | -22 | -100.0% | -$1,375 | 清仓 |
| QDEL | QUIDELORTHO CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| VVV | VALVOLINE INC | $0 | 0.00% | 0 | -47 | -100.0% | -$1,366 | 清仓 |
| — | ALLSPRING INCOME OPPORTUNIT | $0 | 0.00% | 0 | -200 | -100.0% | -$1,356 | 清仓 |
| IIPR | INNOVATIVE INDL PPTYS INC | $0 | 0.00% | 0 | -28 | -100.0% | -$1,327 | 清仓 |
| FHB | FIRST HAWAIIAN INC | $0 | 0.00% | 0 | -51 | -100.0% | -$1,291 | 清仓 |
| XEVVX | EATON VANCE LIMITED DURATION | $0 | 0.00% | 0 | -130 | -100.0% | -$1,289 | 清仓 |
| XBOEX | BLACKROCK ENHANCED GLOBAL DI | $0 | 0.00% | 0 | -110 | -100.0% | -$1,289 | 清仓 |
| — | EVE HLDG INC | $0 | 0.00% | 0 | -322 | -100.0% | -$1,285 | 清仓 |
| PLTK | PLAYTIKA HLDG CORP | $0 | 0.00% | 0 | -325 | -100.0% | -$1,284 | 清仓 |
| BOX | BOX INC | $0 | 0.00% | 0 | -42 | -100.0% | -$1,257 | 清仓 |
| ACI | ALBERTSONS COS INC | $0 | 0.00% | 0 | -73 | -100.0% | -$1,254 | 清仓 |
| — | SWK HLDGS CORP | $0 | 0.00% | 0 | -68 | -100.0% | -$1,170 | 清仓 |
| KMPR | KEMPER CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | FIRST FNDTN INC | $0 | 0.00% | 0 | -181 | -100.0% | -$1,115 | 清仓 |
| — | CIVITAS RESOURCES INC | $0 | 0.00% | 0 | -41 | -100.0% | -$1,111 | 清仓 |
| INGR | INGREDION INC | $0 | 0.00% | 0 | -10 | -100.0% | -$1,103 | 清仓 |
| — | J JILL INC | $0 | 0.00% | 0 | -77 | -100.0% | -$1,057 | 清仓 |
| MTH | MERITAGE HOMES CORP | $0 | 0.00% | 0 | -16 | -100.0% | -$1,053 | 清仓 |
| WD | WALKER & DUNLOP INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| BBY | BEST BUY INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| RGTI | RIGETTI COMPUTING INC | $0 | 0.00% | 0 | -45 | -100.0% | -$997 | 清仓 |
| PSN | PARSONS CORP DEL | $0 | 0.00% | 0 | -16 | -100.0% | -$989 | 清仓 |
| COLB | COLUMBIA BKG SYS INC | $0 | 0.00% | 0 | -34 | -100.0% | -$951 | 清仓 |
| BLKB | BLACKBAUD INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ENR | ENERGIZER HLDGS INC NEW | $0 | 0.00% | 0 | -46 | -100.0% | -$915 | 清仓 |