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 |
|---|---|---|---|---|---|---|---|---|
| VMRK | EQUITY RESIDENTIAL | $1.20万 | 0.00% | 203 | -19 | -8.6% | -$1,124 | 减仓 |
| HSY | HERSHEY CO | $1.21万 | 0.00% | 58 | 0 | 0.0% | — | 不变 |
| HBAN | HUNTINGTON BANCSHARES INC | $1.22万 | 0.00% | 782 | 435 | 125.4% | $6,808 | 加仓 |
| EXEL | EXELIXIS INC | $1.23万 | 0.00% | 287 | 0 | 0.0% | — | 不变 |
| ETH | GRAYSCALE ETHEREUM STAKING | $1.23万 | 0.00% | 620 | 0 | 0.0% | — | 不变 |
| XLF | SELECT SECTOR SPDR TR | $1.23万 | 0.00% | 250 | -100 | -28.6% | -$4,937 | 减仓 |
| NUE | NUCOR CORP | $1.23万 | 0.00% | 73 | -4 | -5.2% | -$676 | 减仓 |
| FFIV | F5 INC | $1.24万 | 0.00% | 43 | -5 | -10.4% | -$1,447 | 减仓 |
| NDAQ | NASDAQ INC | $1.25万 | 0.00% | 147 | 0 | 0.0% | — | 不变 |
| SCHF | SCHWAB STRATEGIC TR | $1.25万 | 0.00% | 506 | 0 | 0.0% | — | 不变 |
| MDT | MEDTRONIC PLC | $1.26万 | 0.00% | 145 | 0 | 0.0% | — | 不变 |
| ALB | ALBEMARLE CORP | $1.26万 | 0.00% | 70 | 0 | 0.0% | — | 不变 |
| TNL | TRAVEL PLUS LEISURE CO | $1.26万 | 0.00% | 182 | 0 | 0.0% | — | 不变 |
| STLD | STEEL DYNAMICS INC | $1.26万 | 0.00% | 70 | 0 | 0.0% | — | 不变 |
| FRBA | FIRST BK WILLIAMSTOWN NEW JE | $1.28万 | 0.00% | 800 | 800 | — | $1.28万 | 新建仓 |
| ES | EVERSOURCE ENERGY | $1.28万 | 0.00% | 185 | -26 | -12.3% | -$1,801 | 减仓 |
| SPG | SIMON PPTY GROUP INC NEW | $1.29万 | 0.00% | 69 | 0 | 0.0% | — | 不变 |
| CPNG | COUPANG INC | $1.29万 | 0.00% | 682 | 682 | — | $1.29万 | 新建仓 |
| JXN | JACKSON FINANCIAL INC | $1.29万 | 0.00% | 122 | 0 | 0.0% | — | 不变 |
| ARWR | ARROWHEAD PHARMACEUTICALS IN | $1.29万 | 0.00% | 206 | 0 | 0.0% | — | 不变 |
| HUBS | HUBSPOT INC | $1.29万 | 0.00% | 53 | 51 | 2,550.0% | $1.24万 | 加仓 |
| BTU | PEABODY ENGR CORP | $1.29万 | 0.00% | 393 | 0 | 0.0% | — | 不变 |
| ENVA | ENOVA INTL INC | $1.30万 | 0.00% | 96 | 0 | 0.0% | — | 不变 |
| CUZ | COUSINS PPTYS INC | $1.31万 | 0.00% | 580 | 0 | 0.0% | — | 不变 |
| CL | COLGATE PALMOLIVE CO | $1.31万 | 0.00% | 154 | 90 | 140.6% | $7,671 | 加仓 |
| PFG | PRINCIPAL FINANCIAL GROUP IN | $1.32万 | 0.00% | 146 | 0 | 0.0% | — | 不变 |
| TROW | PRICE T ROWE GROUP INC | $1.32万 | 0.00% | 146 | 0 | 0.0% | — | 不变 |
| GEHC | GE HEALTHCARE TECHNOLOGIES I | $1.32万 | 0.00% | 185 | 40 | 27.6% | $2,847 | 加仓 |
| LECO | LINCOLN ELEC HLDGS INC | $1.32万 | 0.00% | 53 | 0 | 0.0% | — | 不变 |
| UGI | UGI CORP NEW | $1.34万 | 0.00% | 367 | 0 | 0.0% | — | 不变 |
| COKE | COCA COLA CONS INC | $1.34万 | 0.00% | 70 | 0 | 0.0% | — | 不变 |
| FNB | F N B CORP | $1.35万 | 0.00% | 808 | 0 | 0.0% | — | 不变 |
| MLM | MARTIN MARIETTA MATLS INC | $1.35万 | 0.00% | 23 | 5 | 27.8% | $2,943 | 加仓 |
| ZM | ZOOM COMMUNICATIONS INC | $1.36万 | 0.00% | 169 | 0 | 0.0% | — | 不变 |
| TEAM | ATLASSIAN CORPORATION | $1.36万 | 0.00% | 200 | 111 | 124.7% | $7,576 | 加仓 |
| GPRE | GREEN PLAINS INC | $1.37万 | 0.00% | 830 | 0 | 0.0% | — | 不变 |
| HP | HELMERICH & PAYNE INC | $1.37万 | 0.00% | 379 | -17 | -4.3% | -$613 | 减仓 |
| ACN | ACCENTURE PLC IRELAND | $1.37万 | 0.00% | 69 | -39 | -36.1% | -$7,734 | 减仓 |
| UAL | UNITED AIRLS HLDGS INC | $1.38万 | 0.00% | 150 | 50 | 50.0% | $4,604 | 加仓 |
| EMXC | ISHARES INC | $1.38万 | 0.00% | 176 | 19 | 12.1% | $1,495 | 加仓 |
| VTRS | VIATRIS INC | $1.39万 | 0.00% | 1,026 | 0 | 0.0% | — | 不变 |
| MSCI | MSCI INC | $1.40万 | 0.00% | 26 | 7 | 36.8% | $3,773 | 加仓 |
| AWK | AMERICAN WTR WKS CO INC NEW | $1.40万 | 0.00% | 103 | 19 | 22.6% | $2,586 | 加仓 |
| CDW | CDW CORP | $1.40万 | 0.00% | 116 | 35 | 43.2% | $4,236 | 加仓 |
| LUV | SOUTHWEST AIRLS CO | $1.41万 | 0.00% | 374 | -59 | -13.6% | -$2,217 | 减仓 |
| DE | DEERE & CO | $1.41万 | 0.00% | 25 | 10 | 66.7% | $5,633 | 加仓 |
| AIG | AMERICAN INTL GROUP INC | $1.41万 | 0.00% | 188 | 68 | 56.7% | $5,117 | 加仓 |
| KRYS | KRYSTAL BIOTECH INC | $1.42万 | 0.00% | 55 | 0 | 0.0% | — | 不变 |
| TPL | TEXAS PACIFIC LAND CORPORATI | $1.42万 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| AVT | AVNET INC | $1.43万 | 0.00% | 232 | 0 | 0.0% | — | 不变 |
| ACGL | ARCH CAP GROUP LTD | $1.43万 | 0.00% | 149 | 0 | 0.0% | — | 不变 |
| DGX | QUEST DIAGNOSTICS INC | $1.43万 | 0.00% | 73 | 13 | 21.7% | $2,548 | 加仓 |
| PCG | PG&E CORP | $1.44万 | 0.00% | 819 | 10 | 1.2% | $176 | 加仓 |
| HUM | HUMANA INC | $1.44万 | 0.00% | 83 | -63 | -43.2% | -$1.09万 | 减仓 |
| CRS | CARPENTER TECHNOLOGY CORP | $1.46万 | 0.00% | 37 | 0 | 0.0% | — | 不变 |
| FE | FIRSTENERGY CORP | $1.46万 | 0.00% | 288 | -2 | -0.7% | -$101 | 减仓 |
| RVTY | REVVITY INC | $1.46万 | 0.00% | 167 | 28 | 20.1% | $2,453 | 加仓 |
| HPE | HEWLETT PACKARD ENTERPRISE C | $1.46万 | 0.00% | 615 | 0 | 0.0% | — | 不变 |
| XLV | SELECT SECTOR SPDR TR | $1.47万 | 0.00% | 100 | 73 | 270.4% | $1.07万 | 重新持有 |
| CDNS | CADENCE DESIGN SYSTEM INC | $1.47万 | 0.00% | 53 | 0 | 0.0% | — | 不变 |
| EW | EDWARDS LIFESCIENCES CORP | $1.47万 | 0.00% | 184 | 120 | 187.5% | $9,610 | 加仓 |
| LPLA | LPL FINL HLDGS INC | $1.47万 | 0.00% | 49 | 0 | 0.0% | — | 不变 |
| BG | BUNGE GLOBAL SA | $1.48万 | 0.00% | 116 | 0 | 0.0% | — | 不变 |
| VYM | VANGUARD WHITEHALL FDS | $1.48万 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| PNFP | PINNACLE FINL PARTNERS INC | $1.48万 | 0.00% | 172 | 172 | — | $1.48万 | 新建仓 |
| XYL | XYLEM INC | $1.48万 | 0.00% | 124 | 16 | 14.8% | $1,912 | 加仓 |
| USB | US BANCORP | $1.49万 | 0.00% | 286 | 0 | 0.0% | — | 不变 |
| FICO | FAIR ISAAC CORP | $1.49万 | 0.00% | 14 | 1 | 7.7% | $1,068 | 加仓 |
| RIG | TRANSOCEAN LTD | $1.50万 | 0.00% | 2,261 | 0 | 0.0% | — | 不变 |
| COR | CENCORA INC | $1.51万 | 0.00% | 48 | 0 | 0.0% | — | 不变 |
| WTS | WATTS WATER TECHNOLOGIES INC | $1.51万 | 0.00% | 52 | 0 | 0.0% | — | 不变 |
| CARG | CARGURUS INC | $1.51万 | 0.00% | 444 | 0 | 0.0% | — | 不变 |
| L | LOEWS CORP | $1.52万 | 0.00% | 142 | -10 | -6.6% | -$1,067 | 减仓 |
| FIX | COMFORT SYS USA INC | $1.52万 | 0.00% | 11 | -2 | -15.4% | -$2,758 | 减仓 |
| DCI | DONALDSON INC | $1.52万 | 0.00% | 179 | 0 | 0.0% | — | 不变 |
| DLR | DIGITAL RLTY TR INC | $1.53万 | 0.00% | 85 | 6 | 7.6% | $1,081 | 加仓 |
| EXR | EXTRA SPACE STORAGE INC | $1.55万 | 0.00% | 118 | 23 | 24.2% | $3,016 | 加仓 |
| ELAN | ELANCO ANIMAL HEALTH INC | $1.55万 | 0.00% | 648 | 0 | 0.0% | — | 不变 |
| PRF | INVESCO EXCHANGE TRADED FD T | $1.56万 | 0.00% | 328 | 0 | 0.0% | — | 不变 |
| — | WEBSTER FINL CORP | $1.56万 | 0.00% | 225 | 0 | 0.0% | — | 不变 |
| HOOD | ROBINHOOD MKTS INC | $1.57万 | 0.00% | 226 | 0 | 0.0% | — | 不变 |
| FCFS | FIRSTCASH HOLDINGS INC | $1.58万 | 0.00% | 84 | 0 | 0.0% | — | 不变 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $1.58万 | 0.00% | 54 | -9 | -14.3% | -$2,635 | 减仓 |
| SNEX | STONEX GROUP INC | $1.59万 | 0.00% | 197 | 65 | 49.2% | $5,243 | 加仓 |
| NOBL | PROSHARES TR | $1.59万 | 0.00% | 150 | 150 | — | $1.59万 | 新建仓 |
| FCX | FREEPORT MCMORAN INC | $1.59万 | 0.00% | 271 | 25 | 10.2% | $1,470 | 加仓 |
| BSX | BOSTON SCIENTIFIC CORP | $1.60万 | 0.00% | 255 | 66 | 34.9% | $4,142 | 加仓 |
| UTHR | UNITED THERAPEUTICS CORP DEL | $1.60万 | 0.00% | 27 | 0 | 0.0% | — | 不变 |
| JBHT | HUNT J B TRANS SVCS INC | $1.61万 | 0.00% | 76 | 0 | 0.0% | — | 不变 |
| AM | ANTERO MIDSTREAM CORP | $1.62万 | 0.00% | 712 | -30 | -4.0% | -$684 | 减仓 |
| TSN | TYSON FOODS INC | $1.63万 | 0.00% | 254 | 0 | 0.0% | — | 不变 |
| TXNM | TXNM ENERGY INC | $1.64万 | 0.00% | 280 | 0 | 0.0% | — | 不变 |
| WSM | WILLIAMS SONOMA INC | $1.64万 | 0.00% | 90 | 0 | 0.0% | — | 不变 |
| NEOG | NEOGEN CORP | $1.65万 | 0.00% | 1,772 | 0 | 0.0% | — | 不变 |
| GRMN | GARMIN LTD | $1.65万 | 0.00% | 71 | 0 | 0.0% | — | 不变 |
| DVA | DAVITA INC | $1.69万 | 0.00% | 110 | 0 | 0.0% | — | 不变 |
| PKG | PACKAGING CORP AMER | $1.70万 | 0.00% | 80 | 0 | 0.0% | — | 不变 |
| HCA | HCA HEALTHCARE INC | $1.70万 | 0.00% | 36 | 0 | 0.0% | — | 不变 |
| MCO | MOODYS CORP | $1.71万 | 0.00% | 39 | 0 | 0.0% | — | 不变 |
| LBRT | LIBERTY ENERGY INC | $1.71万 | 0.00% | 595 | 200 | 50.6% | $5,760 | 加仓 |