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 |
|---|---|---|---|---|---|---|---|---|
| NWS | NEWS CORP NEW | $6,501 | 0.00% | 228 | 73 | 47.1% | $2,081 | 加仓 |
| CP | CANADIAN PACIFIC KANSAS CITY | $6,529 | 0.00% | 83 | 0 | 0.0% | — | 不变 |
| AMRZ | AMRIZE LTD | $6,555 | 0.00% | 117 | 117 | — | $6,555 | 新建仓 |
| DTM | DT MIDSTREAM INC | $6,599 | 0.00% | 49 | 0 | 0.0% | — | 不变 |
| ACLS | AXCELIS TECHNOLOGIES INC | $6,609 | 0.00% | 71 | 0 | 0.0% | — | 不变 |
| GSAT | GLOBALSTAR INC | $6,642 | 0.00% | 100 | 100 | — | $6,642 | 新建仓 |
| TOST | TOAST INC | $6,655 | 0.00% | 251 | 251 | — | $6,655 | 新建仓 |
| PINS | PINTEREST INC | $6,695 | 0.00% | 365 | 293 | 406.9% | $5,374 | 加仓 |
| NGVC | NATURAL GROCERS BY VITAMIN | $6,721 | 0.00% | 260 | 0 | 0.0% | — | 不变 |
| CRVL | CORVEL CORP | $6,722 | 0.00% | 123 | 20 | 19.4% | $1,093 | 加仓 |
| WELL | WELLTOWER INC | $6,723 | 0.00% | 34 | 12 | 54.5% | $2,373 | 加仓 |
| FDS | FACTSET RESH SYS INC | $6,727 | 0.00% | 31 | 31 | — | $6,727 | 新建仓 |
| BKH | BLACK HILLS CORP | $6,733 | 0.00% | 97 | 0 | 0.0% | — | 不变 |
| RGA | REINSURANCE GROUP AMER INC | $6,738 | 0.00% | 33 | -12 | -26.7% | -$2,450 | 减仓 |
| XLE | SELECT SECTOR SPDR TR | $6,739 | 0.00% | 110 | 0 | 0.0% | — | 不变 |
| ROG | ROGERS CORP | $6,762 | 0.00% | 63 | 0 | 0.0% | — | 不变 |
| HOMB | HOME BANCSHARES INC | $6,787 | 0.00% | 252 | -57 | -18.4% | -$1,535 | 减仓 |
| AUB | ATLANTIC UN BANKSHARES CORP | $6,791 | 0.00% | 190 | 0 | 0.0% | — | 不变 |
| BC | BRUNSWICK CORP | $6,840 | 0.00% | 94 | 0 | 0.0% | — | 不变 |
| GGG | GRACO INC | $6,857 | 0.00% | 81 | 0 | 0.0% | — | 不变 |
| ZS | ZSCALER INC | $6,875 | 0.00% | 49 | 39 | 390.0% | $5,472 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC | $6,915 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| ZION | ZIONS BANCORPORATION NATL AS | $6,915 | 0.00% | 120 | 0 | 0.0% | — | 不变 |
| CRUS | CIRRUS LOGIC INC | $6,942 | 0.00% | 48 | 0 | 0.0% | — | 不变 |
| TECH | BIO-TECHNE CORP | $7,003 | 0.00% | 134 | -18 | -11.8% | -$941 | 减仓 |
| IFF | INTERNATIONAL FLAVORS&FRAGRA | $7,038 | 0.00% | 97 | -18 | -15.7% | -$1,306 | 减仓 |
| NWE | NORTHWESTERN ENERGY GROUP IN | $7,056 | 0.00% | 107 | 0 | 0.0% | — | 不变 |
| ATEX | ANTERIX INC | $7,066 | 0.00% | 185 | 0 | 0.0% | — | 不变 |
| PLUS | EPLUS INC | $7,074 | 0.00% | 94 | 0 | 0.0% | — | 不变 |
| OKTA | OKTA INC | $7,084 | 0.00% | 90 | 19 | 26.8% | $1,496 | 加仓 |
| CORT | CORCEPT THERAPEUTICS INC | $7,095 | 0.00% | 176 | 0 | 0.0% | — | 不变 |
| ODFL | OLD DOMINION FREIGHT LINE IN | $7,105 | 0.00% | 36 | 0 | 0.0% | — | 不变 |
| WSFS | WSFS FINL CORP | $7,136 | 0.00% | 109 | -6 | -5.2% | -$393 | 减仓 |
| SAM | BOSTON BEER INC | $7,143 | 0.00% | 31 | 0 | 0.0% | — | 不变 |
| ETR | ENTERGY CORP NEW | $7,192 | 0.00% | 64 | 0 | 0.0% | — | 不变 |
| KEY | KEYCORP | $7,198 | 0.00% | 359 | 0 | 0.0% | — | 不变 |
| LNC | LINCOLN NATL CORP IND | $7,242 | 0.00% | 204 | 0 | 0.0% | — | 不变 |
| DSP | VIANT TECHNOLOGY INC | $7,247 | 0.00% | 647 | 0 | 0.0% | — | 不变 |
| SSNC | SS&C TECH HLDGS | $7,298 | 0.00% | 108 | 40 | 58.8% | $2,703 | 加仓 |
| YUM | YUM BRANDS INC | $7,308 | 0.00% | 47 | 0 | 0.0% | — | 不变 |
| ULTA | ULTA BEAUTY INC | $7,318 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| AR | ANTERO RESOURCES CORP | $7,343 | 0.00% | 173 | 0 | 0.0% | — | 不变 |
| NWN | NORTHWEST NAT HLDG CO | $7,345 | 0.00% | 138 | -12 | -8.0% | -$639 | 减仓 |
| VTR | VENTAS INC | $7,361 | 0.00% | 90 | 0 | 0.0% | — | 不变 |
| NTNX | NUTANIX INC | $7,374 | 0.00% | 194 | 51 | 35.7% | $1,939 | 加仓 |
| EOG | EOG RES INC | $7,374 | 0.00% | 51 | 13 | 34.2% | $1,880 | 加仓 |
| LNG | CHENIERE ENERGY INC | $7,378 | 0.00% | 26 | 0 | 0.0% | — | 不变 |
| CTKB | CYTEK BIOSCIENCES INC | $7,403 | 0.00% | 1,694 | 0 | 0.0% | — | 不变 |
| BLDR | BUILDERS FIRSTSOURCE INC | $7,410 | 0.00% | 90 | 3 | 3.4% | $247 | 加仓 |
| ALLE | ALLEGION PLC | $7,410 | 0.00% | 51 | 0 | 0.0% | — | 不变 |
| FAF | FIRST AMERN FINL CORP | $7,416 | 0.00% | 123 | 0 | 0.0% | — | 不变 |
| IBP | INSTALLED BLDG PRODS INC | $7,425 | 0.00% | 28 | 0 | 0.0% | — | 不变 |
| BJ | BJS WHSL CLUB HLDGS INC | $7,480 | 0.00% | 76 | 0 | 0.0% | — | 不变 |
| PLXS | PLEXUS CORP | $7,494 | 0.00% | 37 | 0 | 0.0% | — | 不变 |
| BCO | BRINKS CO | $7,565 | 0.00% | 73 | 0 | 0.0% | — | 不变 |
| ANIK | ANIKA THERAPEUTICS INC | $7,569 | 0.00% | 522 | 0 | 0.0% | — | 不变 |
| RMBS | RAMBUS INC DEL | $7,571 | 0.00% | 88 | 0 | 0.0% | — | 不变 |
| KWR | QUAKER HOUGHTON | $7,579 | 0.00% | 61 | 0 | 0.0% | — | 不变 |
| HWM | HOWMET AEROSPACE INC | $7,606 | 0.00% | 33 | 33 | — | $7,606 | 新建仓 |
| TKR | TIMKEN CO | $7,644 | 0.00% | 76 | 0 | 0.0% | — | 不变 |
| FTV | FORTIVE CORP | $7,684 | 0.00% | 139 | 0 | 0.0% | — | 不变 |
| TDW | TIDEWATER INC NEW | $7,687 | 0.00% | 92 | 0 | 0.0% | — | 不变 |
| HL | HECLA MINING COMPANY | $7,732 | 0.00% | 415 | -20 | -4.6% | -$373 | 减仓 |
| CNO | CNO FINL GROUP INC | $7,802 | 0.00% | 190 | 0 | 0.0% | — | 不变 |
| WM | WASTE MGMT INC DEL | $7,813 | 0.00% | 34 | 10 | 41.7% | $2,298 | 加仓 |
| HRL | HORMEL FOODS CORP | $7,837 | 0.00% | 346 | 3 | 0.9% | $68 | 加仓 |
| LUMN | LUMEN TECHNOLOGIES INC | $7,840 | 0.00% | 1,128 | -172 | -13.2% | -$1,195 | 减仓 |
| CYTK | CYTOKINETICS INC | $7,844 | 0.00% | 119 | 0 | 0.0% | — | 不变 |
| IDCC | INTERDIGITAL INC | $7,852 | 0.00% | 26 | 0 | 0.0% | — | 不变 |
| VHT | VANGUARD WORLD FD | $7,898 | 0.00% | 29 | 0 | 0.0% | — | 不变 |
| AEE | AMEREN CORP | $7,915 | 0.00% | 72 | 0 | 0.0% | — | 不变 |
| ADNT | ADIENT PLC | $7,923 | 0.00% | 392 | 0 | 0.0% | — | 不变 |
| CCI | CROWN CASTLE INC | $7,969 | 0.00% | 98 | 1 | 1.0% | $81 | 加仓 |
| IR | INGERSOLL RAND INC | $8,012 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| MSA | MSA SAFETY INC | $8,034 | 0.00% | 49 | 0 | 0.0% | — | 不变 |
| ALGN | ALIGN TECHNOLOGY INC | $8,058 | 0.00% | 47 | 0 | 0.0% | — | 不变 |
| HR | HEALTHCARE RLTY TR | $8,156 | 0.00% | 480 | 0 | 0.0% | — | 不变 |
| F | FORD MTR CO | $8,159 | 0.00% | 707 | -365 | -34.0% | -$4,212 | 减仓 |
| — | GT BIOPHARMA INC | $8,162 | 0.00% | 20,000 | 20,000 | — | $8,162 | 新建仓 |
| AU | ANGLOGOLD ASHANTI PLC | $8,179 | 0.00% | 84 | 0 | 0.0% | — | 不变 |
| HCC | WARRIOR MET COAL INC | $8,198 | 0.00% | 88 | 0 | 0.0% | — | 不变 |
| WFRD | WEATHERFORD INTL PLC | $8,229 | 0.00% | 87 | 0 | 0.0% | — | 不变 |
| VIR | VIR BIOTECHNOLOGY INC | $8,244 | 0.00% | 920 | 0 | 0.0% | — | 不变 |
| DPZ | DOMINOS PIZZA INC | $8,253 | 0.00% | 23 | 0 | 0.0% | — | 不变 |
| UBSI | UNITED BANKSHARES INC WEST V | $8,284 | 0.00% | 200 | -41 | -17.0% | -$1,698 | 减仓 |
| CE | CELANESE CORP DEL | $8,288 | 0.00% | 126 | 0 | 0.0% | — | 不变 |
| SNPS | SYNOPSYS INC | $8,327 | 0.00% | 21 | -1 | -4.5% | -$397 | 减仓 |
| LEA | LEAR CORP | $8,355 | 0.00% | 69 | 0 | 0.0% | — | 不变 |
| UPS | UNITED PARCEL SVCS INC | $8,363 | 0.00% | 85 | 4 | 4.9% | $394 | 加仓 |
| MC | MOELIS & CO | $8,379 | 0.00% | 147 | 0 | 0.0% | — | 不变 |
| TXG | 10X GENOMICS INC | $8,386 | 0.00% | 395 | 0 | 0.0% | — | 不变 |
| PRFZ | INVESCO EXCHANGE TRADED FD T | $8,395 | 0.00% | 183 | 0 | 0.0% | — | 不变 |
| CNXN | PC CONNECTION INC | $8,419 | 0.00% | 144 | 135 | 1,500.0% | $7,893 | 加仓 |
| VRSN | VERISIGN INC | $8,445 | 0.00% | 34 | 8 | 30.8% | $1,987 | 加仓 |
| COMP | COMPASS INC | $8,495 | 0.00% | 1,162 | 0 | 0.0% | — | 不变 |
| DFTX | DEFINIUM THERAPEUTICS INC | $8,505 | 0.00% | 450 | 450 | — | $8,505 | 新建仓 |
| TDS | TELEPHONE & DATA SYS INC | $8,547 | 0.00% | 203 | 0 | 0.0% | — | 不变 |
| OC | OWENS CORNING NEW | $8,550 | 0.00% | 79 | -18 | -18.6% | -$1,948 | 减仓 |
| MCRI | MONARCH CASINO & RESORT INC | $8,604 | 0.00% | 90 | -2 | -2.2% | -$191 | 减仓 |
| — | COTERRA ENERGY INC | $8,610 | 0.00% | 245 | 18 | 7.9% | $633 | 加仓 |