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 |
|---|---|---|---|---|---|---|---|---|
| SITM | SITIME CORP | $8,634 | 0.00% | 25 | 5 | 25.0% | $1,727 | 加仓 |
| CFG | CITIZENS FINL GROUP INC | $8,636 | 0.00% | 144 | 0 | 0.0% | — | 不变 |
| NJR | NEW JERSEY RES CORP | $8,678 | 0.00% | 158 | 0 | 0.0% | — | 不变 |
| CACI | CACI INTL INC | $8,702 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| REXR | REXFORD INDL RLTY INC | $8,707 | 0.00% | 266 | 243 | 1,056.5% | $7,954 | 加仓 |
| LCII | LCI INDS | $8,732 | 0.00% | 71 | 0 | 0.0% | — | 不变 |
| MSM | MSC INDL DIRECT INC | $8,766 | 0.00% | 95 | 0 | 0.0% | — | 不变 |
| FIS | FIDELITY NATL INFORMATION SV | $8,773 | 0.00% | 187 | 110 | 142.9% | $5,161 | 加仓 |
| VMI | VALMONT INDS INC | $8,791 | 0.00% | 22 | 0 | 0.0% | — | 不变 |
| WPC | WP CAREY INC | $8,835 | 0.00% | 130 | 0 | 0.0% | — | 不变 |
| KLAC | KLA CORP | $8,835 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| RPM | RPM INTL INC | $8,847 | 0.00% | 89 | -33 | -27.0% | -$3,280 | 减仓 |
| SCZ | ISHARES TR | $8,861 | 0.00% | 113 | 0 | 0.0% | — | 不变 |
| VEEV | VEEVA SYS INC | $8,959 | 0.00% | 51 | -16 | -23.9% | -$2,811 | 减仓 |
| RJF | RAYMOND JAMES FINL INC | $8,977 | 0.00% | 62 | 0 | 0.0% | — | 不变 |
| CHDN | CHURCHILL DOWNS INC | $8,983 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| ESNT | ESSENT GROUP LTD | $9,000 | 0.00% | 154 | 0 | 0.0% | — | 不变 |
| ECHO | ECHOSTAR CORP | $9,015 | 0.00% | 77 | 37 | 92.5% | $4,332 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $9,064 | 0.00% | 126 | 8 | 6.8% | $575 | 加仓 |
| LH | LABCORP HOLDINGS INC | $9,072 | 0.00% | 34 | -13 | -27.7% | -$3,469 | 减仓 |
| PPG | PPG INDS INC | $9,085 | 0.00% | 85 | -1 | -1.2% | -$107 | 减仓 |
| HPQ | HP INC | $9,087 | 0.00% | 473 | 24 | 5.3% | $461 | 加仓 |
| JLL | JONES LANG LASALLE INC | $9,130 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| MYRG | MYR GROUP INC | $9,317 | 0.00% | 33 | 0 | 0.0% | — | 不变 |
| DKS | DICKS SPORTING GOODS INC | $9,320 | 0.00% | 47 | 0 | 0.0% | — | 不变 |
| WTRG | ESSENTIAL UTILS INC | $9,343 | 0.00% | 232 | -10 | -4.1% | -$403 | 减仓 |
| EQT | EQT CORP | $9,356 | 0.00% | 147 | 0 | 0.0% | — | 不变 |
| ILMN | ILLUMINA INC | $9,368 | 0.00% | 76 | 0 | 0.0% | — | 不变 |
| INDA | ISHARES TR | $9,368 | 0.00% | 200 | 200 | — | $9,368 | 新建仓 |
| CPRT | COPART INC | $9,396 | 0.00% | 283 | 126 | 80.3% | $4,183 | 加仓 |
| COIN | COINBASE GLOBAL INC | $9,429 | 0.00% | 54 | 0 | 0.0% | — | 不变 |
| VNT | VONTIER CORPORATION | $9,471 | 0.00% | 267 | 0 | 0.0% | — | 不变 |
| BIIB | BIOGEN INC | $9,534 | 0.00% | 52 | 0 | 0.0% | — | 不变 |
| ORI | OLD REP INTL CORP | $9,537 | 0.00% | 239 | 0 | 0.0% | — | 不变 |
| ERIE | ERIE INDTY CO | $9,550 | 0.00% | 38 | 36 | 1,800.0% | $9,047 | 加仓 |
| IQV | IQVIA HLDGS INC | $9,551 | 0.00% | 56 | 1 | 1.8% | $171 | 加仓 |
| AIT | APPLIED INDL TECHNOLOGIES IN | $9,552 | 0.00% | 36 | 0 | 0.0% | — | 不变 |
| EVR | EVERCORE INC | $9,553 | 0.00% | 32 | 0 | 0.0% | — | 不变 |
| SPNT | SIRIUSPOINT LTD | $9,564 | 0.00% | 444 | 0 | 0.0% | — | 不变 |
| VICI | VICI PPTYS INC | $9,590 | 0.00% | 351 | 23 | 7.0% | $628 | 加仓 |
| ATI | ATI INC | $9,601 | 0.00% | 66 | -36 | -35.3% | -$5,237 | 减仓 |
| — | TRI POINTE HOMES INC | $9,627 | 0.00% | 206 | 0 | 0.0% | — | 不变 |
| IAU | ISHARES GOLD TR | $9,698 | 0.00% | 110 | -715 | -86.7% | -$6.30万 | 减仓 |
| ROL | ROLLINS INC | $9,721 | 0.00% | 182 | 0 | 0.0% | — | 不变 |
| POWL | POWELL INDS INC | $9,740 | 0.00% | 18 | -6 | -25.0% | -$3,247 | 减仓 |
| CRC | CALIFORNIA RES CORP | $9,761 | 0.00% | 141 | 0 | 0.0% | — | 不变 |
| VNO | VORNADO RLTY TR | $9,773 | 0.00% | 376 | 0 | 0.0% | — | 不变 |
| ANET | ARISTA NETWORKS INC | $9,823 | 0.00% | 80 | 0 | 0.0% | — | 不变 |
| YOU | CLEAR SECURE INC | $9,828 | 0.00% | 203 | 0 | 0.0% | — | 不变 |
| MLI | MUELLER INDS INC | $9,862 | 0.00% | 89 | 0 | 0.0% | — | 不变 |
| WTFC | WINTRUST FINL CORP | $9,865 | 0.00% | 71 | 0 | 0.0% | — | 不变 |
| GL | GLOBE LIFE INC | $9,882 | 0.00% | 71 | 0 | 0.0% | — | 不变 |
| FN | FABRINET | $9,909 | 0.00% | 19 | 0 | 0.0% | — | 不变 |
| BWA | BORGWARNER INC | $9,984 | 0.00% | 184 | 0 | 0.0% | — | 不变 |
| ALKS | ALKERMES PLC | $1.00万 | 0.00% | 283 | -2 | -0.7% | -$71 | 减仓 |
| ITT | ITT INC | $1.01万 | 0.00% | 53 | 0 | 0.0% | — | 不变 |
| ST | SENSATA TECHNOLOGIES HLDG PL | $1.01万 | 0.00% | 288 | 0 | 0.0% | — | 不变 |
| SOLS | SOLSTICE ADVANCED MATLS INC | $1.02万 | 0.00% | 134 | 12 | 9.8% | $914 | 加仓 |
| P | EVERPURE INC | $1.02万 | 0.00% | 173 | 44 | 34.1% | $2,598 | 加仓 |
| NVT | NVENT ELEC PLC | $1.03万 | 0.00% | 87 | 0 | 0.0% | — | 不变 |
| MTZ | MASTEC INC | $1.03万 | 0.00% | 32 | 0 | 0.0% | — | 不变 |
| RYN | RAYONIER INC | $1.03万 | 0.00% | 500 | 296 | 145.1% | $6,104 | 加仓 |
| STZ | CONSTELLATION BRANDS INC | $1.03万 | 0.00% | 69 | 10 | 16.9% | $1,500 | 加仓 |
| DIOD | DIODES INC | $1.04万 | 0.00% | 152 | 0 | 0.0% | — | 不变 |
| SLG | SL GREEN RLTY CORP | $1.04万 | 0.00% | 281 | 0 | 0.0% | — | 不变 |
| DHR | DANAHER CORP DEL | $1.04万 | 0.00% | 55 | -1,128 | -95.4% | -$21.39万 | 减仓 |
| NKE | NIKE INC | $1.05万 | 0.00% | 198 | -144 | -42.1% | -$7,607 | 减仓 |
| CHRD | CHORD ENERGY CORPORATION | $1.05万 | 0.00% | 74 | 18 | 32.1% | $2,559 | 加仓 |
| VLTO | VERALTO CORP | $1.06万 | 0.00% | 120 | -379 | -76.0% | -$3.35万 | 减仓 |
| A | AGILENT TECHNOLOGIES INC | $1.07万 | 0.00% | 94 | 21 | 28.8% | $2,394 | 加仓 |
| JBTM | JBT MAREL CORPORATION | $1.07万 | 0.00% | 84 | 0 | 0.0% | — | 不变 |
| THC | TENET HEALTHCARE CORP | $1.08万 | 0.00% | 57 | 0 | 0.0% | — | 不变 |
| MGY | MAGNOLIA OIL & GAS CORP | $1.08万 | 0.00% | 341 | 0 | 0.0% | — | 不变 |
| SFM | SPROUTS FMRS MKT INC | $1.08万 | 0.00% | 140 | 77 | 122.2% | $5,939 | 加仓 |
| FLR | FLUOR CORP | $1.09万 | 0.00% | 233 | 0 | 0.0% | — | 不变 |
| XPO | XPO INC | $1.09万 | 0.00% | 56 | 0 | 0.0% | — | 不变 |
| NBIX | NEUROCRINE BIOSCIENCES INC | $1.09万 | 0.00% | 83 | 0 | 0.0% | — | 不变 |
| GMED | GLOBUS MED INC | $1.10万 | 0.00% | 128 | 0 | 0.0% | — | 不变 |
| IEMG | ISHARES INC | $1.12万 | 0.00% | 160 | 0 | 0.0% | — | 不变 |
| ITGR | INTEGER HLDGS CORP | $1.12万 | 0.00% | 127 | 0 | 0.0% | — | 不变 |
| SLB | SLB LIMITED | $1.13万 | 0.00% | 219 | 0 | 0.0% | — | 不变 |
| MTB | M & T BK CORP | $1.14万 | 0.00% | 55 | 0 | 0.0% | — | 不变 |
| PCVX | VAXCYTE INC | $1.14万 | 0.00% | 196 | 0 | 0.0% | — | 不变 |
| ATO | ATMOS ENERGY CORP | $1.15万 | 0.00% | 62 | 0 | 0.0% | — | 不变 |
| — | ARCOSA INC | $1.15万 | 0.00% | 108 | 0 | 0.0% | — | 不变 |
| TDY | TELEDYNE TECHNOLOGIES INC | $1.15万 | 0.00% | 19 | 0 | 0.0% | — | 不变 |
| LAMR | LAMAR ADVERTISING CO | $1.15万 | 0.00% | 91 | 0 | 0.0% | — | 不变 |
| AFRM | AFFIRM HLDGS INC | $1.15万 | 0.00% | 252 | 0 | 0.0% | — | 不变 |
| SR | SPIRE INC | $1.16万 | 0.00% | 128 | 0 | 0.0% | — | 不变 |
| NDSN | NORDSON CORP | $1.17万 | 0.00% | 44 | 0 | 0.0% | — | 不变 |
| SWK | STANLEY BLACK & DECKER INC | $1.17万 | 0.00% | 165 | 0 | 0.0% | — | 不变 |
| PRIM | PRIMORIS SVCS CORP | $1.17万 | 0.00% | 82 | 0 | 0.0% | — | 不变 |
| TRMB | TRIMBLE INC | $1.17万 | 0.00% | 180 | 0 | 0.0% | — | 不变 |
| ROIV | ROIVANT SCIENCES LTD | $1.18万 | 0.00% | 426 | 0 | 0.0% | — | 不变 |
| SJM | SMUCKER J M CO | $1.18万 | 0.00% | 123 | 0 | 0.0% | — | 不变 |
| PYPL | PAYPAL HLDGS INC | $1.19万 | 0.00% | 263 | -57 | -17.8% | -$2,578 | 减仓 |
| ARW | ARROW ELECTRS INC | $1.19万 | 0.00% | 83 | 0 | 0.0% | — | 不变 |
| NWSA | NEWS CORP NEW | $1.19万 | 0.00% | 478 | 65 | 15.7% | $1,621 | 加仓 |
| RVMD | REVOLUTION MEDICINES INC | $1.20万 | 0.00% | 123 | 0 | 0.0% | — | 不变 |
| CB | CHUBB LTD SWITZ | $1.20万 | 0.00% | 37 | 7 | 23.3% | $2,265 | 加仓 |