Private Wealth Management Group, LLC
PRINCETON NJ · SEC CIK 0002011342
$4.31亿2026Q2 申报市值
1,455持仓数
57.0%前十大占比 · 第一大 9.6%
86 / 72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
QQQ 加仓+$366.24万
VTI 加仓+$195.43万
DFSU 新建仓+$188.77万
DFAU 加仓+$186.29万
XLI 新建仓+$146.13万
2026Q2 卖出最多 按季末市值估算
AVUV 减仓-$84.32万
NULV 减仓-$68.88万
DIMENSIONAL ETF 减仓-$61.82万
MDYV 减仓-$60.97万
ESGD 减仓-$60.18万
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 |
|---|---|---|---|---|---|---|---|---|
| AIT | APPLIED INDL TECHNOLOGIES IN | $1.22万 | 0.00% | 36 | 0 | 0.0% | — | 不变 |
| BWA | BORGWARNER INC | $1.22万 | 0.00% | 184 | 0 | 0.0% | — | 不变 |
| ROL | ROLLINS INC | $1.24万 | 0.00% | 296 | 114 | 62.6% | $4,759 | 加仓 |
| BG | BUNGE GLOBAL SA | $1.24万 | 0.00% | 116 | 0 | 0.0% | — | 不变 |
| BR | BROADRIDGE FINL SOLUTIONS IN | $1.24万 | 0.00% | 91 | -23 | -20.2% | -$3,134 | 减仓 |
| HP | HELMERICH & PAYNE INC | $1.24万 | 0.00% | 379 | 0 | 0.0% | — | 不变 |
| JXN | JACKSON FINANCIAL INC | $1.25万 | 0.00% | 122 | 0 | 0.0% | — | 不变 |
| CB | CHUBB LIMITED | $1.25万 | 0.00% | 37 | 0 | 0.0% | — | 不变 |
| OC | OWENS CORNING NEW | $1.26万 | 0.00% | 79 | 0 | 0.0% | — | 不变 |
| UGI | UGI CORP NEW | $1.27万 | 0.00% | 367 | 0 | 0.0% | — | 不变 |
| GL | GLOBE LIFE INC | $1.27万 | 0.00% | 71 | 0 | 0.0% | — | 不变 |
| VMI | VALMONT INDS INC | $1.27万 | 0.00% | 22 | 0 | 0.0% | — | 不变 |
| GPRE | GREEN PLAINS INC | $1.28万 | 0.00% | 830 | 0 | 0.0% | — | 不变 |
| ILMN | ILLUMINA INC | $1.28万 | 0.00% | 73 | -3 | -3.9% | -$528 | 减仓 |
| XYL | XYLEM INC | $1.29万 | 0.00% | 109 | -15 | -12.1% | -$1,773 | 减仓 |
| FLR | FLUOR CORP | $1.30万 | 0.00% | 248 | 15 | 6.4% | $786 | 加仓 |
| ATI | ATI INC | $1.30万 | 0.00% | 66 | 0 | 0.0% | — | 不变 |
| RMD | RESMED INC | $1.31万 | 0.00% | 67 | -19 | -22.1% | -$3,703 | 减仓 |
| MTB | M & T BK CORP | $1.31万 | 0.00% | 55 | 0 | 0.0% | — | 不变 |
| TPL | TEXAS PACIFIC LAND CORPORATI | $1.31万 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| IEMG | ISHARES INC | $1.33万 | 0.00% | 160 | 0 | 0.0% | — | 不变 |
| NDSN | NORDSON CORP | $1.33万 | 0.00% | 44 | 0 | 0.0% | — | 不变 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $1.33万 | 0.00% | 108 | -69 | -39.0% | -$8,495 | 减仓 |
| MTZ | MASTEC INC | $1.33万 | 0.00% | 32 | 0 | 0.0% | — | 不变 |
| COKE | COCA COLA CONS INC | $1.34万 | 0.00% | 70 | 0 | 0.0% | — | 不变 |
| ES | EVERSOURCE ENERGY | $1.34万 | 0.00% | 185 | 0 | 0.0% | — | 不变 |
| XLF | SELECT SECTOR SPDR TR | $1.34万 | 0.00% | 250 | 0 | 0.0% | — | 不变 |
| ACLS | AXCELIS TECHNOLOGIES INC | $1.35万 | 0.00% | 71 | 0 | 0.0% | — | 不变 |
| TEL | TE CONNECTIVITY PLC | $1.35万 | 0.00% | 67 | -40 | -37.4% | -$8,064 | 减仓 |
| COR | CENCORA INC | $1.36万 | 0.00% | 48 | 0 | 0.0% | — | 不变 |
| AVT | AVNET INC | $1.36万 | 0.00% | 153 | -79 | -34.1% | -$7,017 | 减仓 |
| ANET | ARISTA NETWORKS INC | $1.36万 | 0.00% | 80 | 0 | 0.0% | — | 不变 |
| OXY | OCCIDENTAL PETE CORP | $1.36万 | 0.00% | 280 | 0 | 0.0% | — | 不变 |
| FE | FIRSTENERGY CORP | $1.37万 | 0.00% | 288 | 0 | 0.0% | — | 不变 |
| XLE | SELECT SECTOR SPDR TR | $1.37万 | 0.00% | 258 | 148 | 134.5% | $7,861 | 加仓 |
| PTC | PTC INC | $1.37万 | 0.00% | 121 | 98 | 426.1% | $1.11万 | 加仓 |
| ST | SENSATA TECHNOLOGIES HLDG PL | $1.38万 | 0.00% | 288 | 0 | 0.0% | — | 不变 |
| PCG | PG&E CORP | $1.38万 | 0.00% | 819 | 0 | 0.0% | — | 不变 |
| VMRK | EQUITY RESIDENTIAL | $1.38万 | 0.00% | 203 | 0 | 0.0% | — | 不变 |
| LPLA | LPL FINL HLDGS INC | $1.38万 | 0.00% | 49 | 0 | 0.0% | — | 不变 |
| TNL | TRAVEL PLUS LEISURE CO | $1.39万 | 0.00% | 182 | 0 | 0.0% | — | 不变 |
| NBIX | NEUROCRINE BIOSCIENCES INC | $1.40万 | 0.00% | 83 | 0 | 0.0% | — | 不变 |
| SCHF | SCHWAB STRATEGIC TR | $1.40万 | 0.00% | 506 | 0 | 0.0% | — | 不变 |
| HCA | HCA HEALTHCARE INC | $1.40万 | 0.00% | 36 | 0 | 0.0% | — | 不变 |
| LECO | LINCOLN ELEC HLDGS INC | $1.41万 | 0.00% | 53 | 0 | 0.0% | — | 不变 |
| EXR | EXTRA SPACE STORAGE INC | $1.41万 | 0.00% | 97 | -21 | -17.8% | -$3,051 | 减仓 |
| FRBA | FIRST BK WILLIAMSTOWN NEW JE | $1.42万 | 0.00% | 800 | 0 | 0.0% | — | 不变 |
| LAMR | LAMAR ADVERTISING CO | $1.42万 | 0.00% | 91 | 0 | 0.0% | — | 不变 |
| COMP | COMPASS INC | $1.43万 | 0.00% | 1,162 | 0 | 0.0% | — | 不变 |
| A | AGILENT TECHNOLOGIES INC | $1.43万 | 0.00% | 108 | 14 | 14.9% | $1,860 | 加仓 |
| GSBD | GOLDMAN SACHS BDC INC | $1.45万 | 0.00% | 1,526 | -589 | -27.8% | -$5,584 | 减仓 |
| JBTM | JBT MAREL CORPORATION | $1.45万 | 0.00% | 100 | 16 | 19.0% | $2,320 | 加仓 |
| QSR | RESTAURANT BRANDS INTL INC | $1.45万 | 0.00% | 200 | 200 | — | $1.45万 | 新建仓 |
| SPCX | SPACE EXPLORATION TECHN CORP | $1.45万 | 0.00% | 85 | 85 | — | $1.45万 | 新建仓 |
| TSN | TYSON FOODS INC | $1.45万 | 0.00% | 254 | 0 | 0.0% | — | 不变 |
| SLG | SL GREEN RLTY CORP | $1.45万 | 0.00% | 281 | 0 | 0.0% | — | 不变 |
| ZM | ZOOM COMMUNICATIONS INC | $1.46万 | 0.00% | 169 | 0 | 0.0% | — | 不变 |
| UTHR | UNITED THERAPEUTICS CORP DEL | $1.46万 | 0.00% | 27 | 0 | 0.0% | — | 不变 |
| VHT | VANGUARD WORLD FD | $1.47万 | 0.00% | 49 | 20 | 69.0% | $5,980 | 加仓 |
| NVT | NVENT ELEC PLC | $1.48万 | 0.00% | 87 | 0 | 0.0% | — | 不变 |
| VNO | VORNADO RLTY TR | $1.48万 | 0.00% | 376 | 0 | 0.0% | — | 不变 |
| KLAC | KLA CORP | $1.48万 | 0.00% | 49 | -11 | -18.3% | -$3,319 | 减仓 |
| ALKS | ALKERMES PLC | $1.48万 | 0.00% | 283 | 0 | 0.0% | — | 不变 |
| ROIV | ROIVANT SCIENCES LTD | $1.51万 | 0.00% | 426 | 0 | 0.0% | — | 不变 |
| MRNA | MODERNA INC | $1.51万 | 0.00% | 216 | 92 | 74.2% | $6,443 | 加仓 |
| CARG | CARGURUS INC | $1.51万 | 0.00% | 444 | 0 | 0.0% | — | 不变 |
| TXG | 10X GENOMICS INC | $1.51万 | 0.00% | 395 | 0 | 0.0% | — | 不变 |
| P | EVERPURE INC | $1.52万 | 0.00% | 193 | 20 | 11.6% | $1,576 | 加仓 |
| BSX | BOSTON SCIENTIFIC CORP | $1.53万 | 0.00% | 358 | 103 | 40.4% | $4,396 | 加仓 |
| CORT | CORCEPT THERAPEUTICS INC | $1.53万 | 0.00% | 176 | 0 | 0.0% | — | 不变 |
| — | ISHARES ETHEREUM TR | $1.54万 | 0.00% | 1,292 | 0 | 0.0% | — | 不变 |
| FNB | F N B CORP | $1.54万 | 0.00% | 808 | 0 | 0.0% | — | 不变 |
| SPG | SIMON PPTY GROUP INC NEW | $1.54万 | 0.00% | 69 | 0 | 0.0% | — | 不变 |
| SWK | STANLEY BLACK & DECKER INC | $1.55万 | 0.00% | 165 | 0 | 0.0% | — | 不变 |
| BIIB | BIOGEN INC | $1.56万 | 0.00% | 72 | 20 | 38.5% | $4,321 | 加仓 |
| STLD | STEEL DYNAMICS INC | $1.56万 | 0.00% | 68 | -2 | -2.9% | -$459 | 减仓 |
| EXEL | EXELIXIS INC | $1.56万 | 0.00% | 287 | 0 | 0.0% | — | 不变 |
| ITW | ILLINOIS TOOL WKS INC | $1.57万 | 0.00% | 58 | -15 | -20.5% | -$4,057 | 减仓 |
| — | ARCOSA INC | $1.57万 | 0.00% | 108 | 0 | 0.0% | — | 不变 |
| SCHD | SCHWAB STRATEGIC TR | $1.57万 | 0.00% | 496 | 451 | 1,002.2% | $1.43万 | 加仓 |
| PFG | PRINCIPAL FINANCIAL GROUP IN | $1.57万 | 0.00% | 146 | 0 | 0.0% | — | 不变 |
| TXNM | TXNM ENERGY INC | $1.59万 | 0.00% | 280 | 0 | 0.0% | — | 不变 |
| NEOG | NEOGEN CORP | $1.59万 | 0.00% | 1,772 | 0 | 0.0% | — | 不变 |
| ELAN | ELANCO ANIMAL HEALTH INC | $1.59万 | 0.00% | 648 | 0 | 0.0% | — | 不变 |
| DCI | DONALDSON INC | $1.61万 | 0.00% | 179 | 0 | 0.0% | — | 不变 |
| L | LOEWS CORP | $1.61万 | 0.00% | 142 | 0 | 0.0% | — | 不变 |
| DLR | DIGITAL RLTY TR INC | $1.62万 | 0.00% | 90 | 5 | 5.9% | $898 | 加仓 |
| AM | ANTERO MIDSTREAM CORP | $1.62万 | 0.00% | 712 | 0 | 0.0% | — | 不变 |
| NUE | NUCOR CORP | $1.63万 | 0.00% | 73 | 0 | 0.0% | — | 不变 |
| CNC | CENTENE CORP DEL | $1.64万 | 0.00% | 256 | 79 | 44.6% | $5,071 | 加仓 |
| MYRG | MYR GROUP INC | $1.65万 | 0.00% | 33 | 0 | 0.0% | — | 不变 |
| VTRS | VIATRIS INC | $1.66万 | 0.00% | 1,045 | 19 | 1.9% | $302 | 加仓 |
| TROW | PRICE T ROWE GROUP INC | $1.66万 | 0.00% | 146 | 0 | 0.0% | — | 不变 |
| DIOD | DIODES INC | $1.66万 | 0.00% | 152 | 0 | 0.0% | — | 不变 |
| EW | EDWARDS LIFESCIENCES CORP | $1.66万 | 0.00% | 184 | 0 | 0.0% | — | 不变 |
| FICO | FAIR ISAAC CORP | $1.67万 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| WTW | WILLIS TOWERS WATSON PLC LTD | $1.67万 | 0.00% | 64 | -2 | -3.0% | -$523 | 减仓 |
| ARWR | ARROWHEAD PHARMACEUTICALS IN | $1.68万 | 0.00% | 206 | 0 | 0.0% | — | 不变 |
| BABA | ALIBABA GROUP HLDG LTD | $1.68万 | 0.00% | 175 | 125 | 250.0% | $1.20万 | 加仓 |
| VEEV | VEEVA SYS INC | $1.69万 | 0.00% | 95 | 44 | 86.3% | $7,809 | 加仓 |