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 |
|---|---|---|---|---|---|---|---|---|
| SHW | SHERWIN WILLIAMS CO | $1.76万 | 0.00% | 55 | 0 | 0.0% | — | 不变 |
| MTD | METTLER TOLEDO INTERNATIONAL | $1.77万 | 0.00% | 14 | 1 | 7.7% | $1,261 | 加仓 |
| NFG | NATIONAL FUEL GAS CO | $1.77万 | 0.00% | 188 | -25 | -11.7% | -$2,349 | 减仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $1.79万 | 0.00% | 40 | 5 | 14.3% | $2,233 | 加仓 |
| CCL | CARNIVAL CORP | $1.79万 | 0.00% | 691 | 0 | 0.0% | — | 不变 |
| RIVN | RIVIAN AUTOMOTIVE INC | $1.79万 | 0.00% | 1,190 | 0 | 0.0% | — | 不变 |
| NTAP | NETAPP INC | $1.80万 | 0.00% | 176 | 48 | 37.5% | $4,915 | 加仓 |
| XLY | SELECT SECTOR SPDR TR | $1.81万 | 0.00% | 166 | 0 | 0.0% | — | 不变 |
| FITB | FIFTH THIRD BANCORP | $1.81万 | 0.00% | 390 | 0 | 0.0% | — | 不变 |
| HEI/A | HEICO CORP NEW | $1.82万 | 0.00% | 86 | 44 | 104.8% | $9,288 | 加仓 |
| OXY | OCCIDENTAL PETE CORP | $1.82万 | 0.00% | 280 | 0 | 0.0% | — | 不变 |
| SPTM | SPDR SERIES TRUST | $1.83万 | 0.00% | 231 | 0 | 0.0% | — | 不变 |
| — | DUPONT DE NEMOURS INC | $1.83万 | 0.00% | 400 | 50 | 14.3% | $2,290 | 加仓 |
| RNR | RENAISSANCERE HLDGS LTD | $1.84万 | 0.00% | 62 | 0 | 0.0% | — | 不变 |
| BR | BROADRIDGE FINL SOLUTIONS IN | $1.86万 | 0.00% | 114 | 45 | 65.2% | $7,339 | 加仓 |
| — | STRATEGY SHS | $1.86万 | 0.00% | 852 | 0 | 0.0% | — | 不变 |
| TWLO | TWILIO INC | $1.86万 | 0.00% | 148 | 0 | 0.0% | — | 不变 |
| UNM | UNUM GROUP | $1.87万 | 0.00% | 256 | 0 | 0.0% | — | 不变 |
| GSBD | GOLDMAN SACHS BDC INC | $1.88万 | 0.00% | 2,115 | 69 | 3.4% | $613 | 加仓 |
| FCNCA | FIRST CTZNS BANCSHARES INC D | $1.88万 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| ITW | ILLINOIS TOOL WKS INC | $1.90万 | 0.00% | 73 | 14 | 23.7% | $3,644 | 加仓 |
| AN | AUTONATION INC | $1.91万 | 0.01% | 98 | 0 | 0.0% | — | 不变 |
| IDA | IDACORP INC | $1.92万 | 0.01% | 134 | 0 | 0.0% | — | 不变 |
| CNX | CNX RES CORP | $1.92万 | 0.01% | 497 | -44 | -8.1% | -$1,696 | 减仓 |
| WTW | WILLIS TOWERS WATSON PLC LTD | $1.92万 | 0.01% | 66 | 0 | 0.0% | — | 不变 |
| RMD | RESMED INC | $1.93万 | 0.01% | 86 | 0 | 0.0% | — | 不变 |
| MTG | MGIC INVT CORP WIS | $1.95万 | 0.01% | 743 | 0 | 0.0% | — | 不变 |
| FERG | FERGUSON ENTERPRISES INC | $1.96万 | 0.01% | 84 | 0 | 0.0% | — | 不变 |
| LFUS | LITTELFUSE INC | $1.97万 | 0.01% | 58 | 0 | 0.0% | — | 不变 |
| MSTR | STRATEGY INC | $1.97万 | 0.01% | 158 | 41 | 35.0% | $5,117 | 加仓 |
| WRB | BERKLEY W R CORP | $1.99万 | 0.01% | 300 | 0 | 0.0% | — | 不变 |
| KVUE | KENVUE INC | $2.00万 | 0.01% | 1,161 | 61 | 5.5% | $1,052 | 加仓 |
| DVN | DEVON ENERGY CORP NEW | $2.00万 | 0.01% | 398 | 0 | 0.0% | — | 不变 |
| NSC | NORFOLK SOUTHN CORP | $2.01万 | 0.01% | 70 | 0 | 0.0% | — | 不变 |
| NCLH | NORWEGIAN CRUISE LINE HLDGS | $2.01万 | 0.01% | 1,076 | 0 | 0.0% | — | 不变 |
| CINF | CINCINNATI FINL CORP | $2.01万 | 0.01% | 128 | 0 | 0.0% | — | 不变 |
| GM | GENERAL MTRS CO | $2.02万 | 0.01% | 271 | -7 | -2.5% | -$522 | 减仓 |
| DBJP | DBX ETF TR | $2.02万 | 0.01% | 200 | 0 | 0.0% | — | 不变 |
| FDX | FEDEX CORP | $2.03万 | 0.01% | 57 | 0 | 0.0% | — | 不变 |
| SO | SOUTHERN CO | $2.04万 | 0.01% | 211 | 0 | 0.0% | — | 不变 |
| FANG | DIAMONDBACK ENERGY INC | $2.04万 | 0.01% | 103 | 76 | 281.5% | $1.50万 | 加仓 |
| — | ISHARES ETHEREUM TR | $2.05万 | 0.01% | 1,292 | 463 | 55.9% | $7,330 | 加仓 |
| TTWO | TAKE-TWO INTERACTIVE SOFTWAR | $2.05万 | 0.01% | 104 | 0 | 0.0% | — | 不变 |
| CHRW | C H ROBINSON WORLDWIDE IN | $2.06万 | 0.01% | 124 | 0 | 0.0% | — | 不变 |
| NET | CLOUDFLARE INC | $2.06万 | 0.01% | 100 | 100 | — | $2.06万 | 新建仓 |
| ALNY | ALNYLAM PHARMACEUTICALS INC | $2.08万 | 0.01% | 63 | 1 | 1.6% | $331 | 加仓 |
| EXE | EXPAND ENERGY CORPORATION | $2.10万 | 0.01% | 191 | 41 | 27.3% | $4,501 | 加仓 |
| CARR | CARRIER GLOBAL CORPORATION | $2.10万 | 0.01% | 373 | 102 | 37.6% | $5,744 | 加仓 |
| DASH | DOORDASH INC | $2.10万 | 0.01% | 140 | -4 | -2.8% | -$601 | 减仓 |
| INCY | INCYTE CORP | $2.12万 | 0.01% | 225 | 0 | 0.0% | — | 不变 |
| EVRG | EVERGY INC | $2.13万 | 0.01% | 260 | 0 | 0.0% | — | 不变 |
| — | SPDR INDEX SHS FDS | $2.14万 | 0.01% | 526 | -1,111 | -67.9% | -$4.52万 | 减仓 |
| OGE | OGE ENERGY CORP | $2.14万 | 0.01% | 446 | 0 | 0.0% | — | 不变 |
| COHR | COHERENT CORP | $2.17万 | 0.01% | 91 | 3 | 3.4% | $715 | 加仓 |
| WDAY | WORKDAY INC | $2.18万 | 0.01% | 168 | 136 | 425.0% | $1.77万 | 加仓 |
| HII | HUNTINGTON INGALLS INDS INC | $2.20万 | 0.01% | 58 | 0 | 0.0% | — | 不变 |
| — | AIR LEASE CORP | $2.21万 | 0.01% | 341 | -1 | -0.3% | -$65 | 减仓 |
| ADM | ARCHER DANIELS MIDLAND CO | $2.22万 | 0.01% | 306 | 0 | 0.0% | — | 不变 |
| BIDU | BAIDU INC | $2.23万 | 0.01% | 200 | 0 | 0.0% | — | 不变 |
| PBF | PBF ENERGY INC | $2.23万 | 0.01% | 468 | 0 | 0.0% | — | 不变 |
| TEL | TE CONNECTIVITY PLC | $2.24万 | 0.01% | 107 | 43 | 67.2% | $8,988 | 加仓 |
| ED | CONSOLIDATED EDISON INC | $2.24万 | 0.01% | 198 | 2 | 1.0% | $226 | 加仓 |
| CASY | CASEYS GEN STORES INC | $2.26万 | 0.01% | 31 | 0 | 0.0% | — | 不变 |
| PRU | PRUDENTIAL FINL INC | $2.26万 | 0.01% | 231 | -1 | -0.4% | -$98 | 减仓 |
| RDN | RADIAN GROUP INC | $2.27万 | 0.01% | 685 | 0 | 0.0% | — | 不变 |
| DLTR | DOLLAR TREE INC | $2.27万 | 0.01% | 207 | -1 | -0.5% | -$110 | 减仓 |
| — | TAYLOR MORRISON HOME CORP | $2.27万 | 0.01% | 390 | 0 | 0.0% | — | 不变 |
| SCHX | SCHWAB STRATEGIC TR | $2.27万 | 0.01% | 886 | 0 | 0.0% | — | 不变 |
| LHX | L3HARRIS TECHNOLOGIES INC | $2.28万 | 0.01% | 66 | -3 | -4.3% | -$1,035 | 减仓 |
| IVOO | VANGUARD ADMIRAL FDS INC | $2.29万 | 0.01% | 200 | 200 | — | $2.29万 | 新建仓 |
| MMM | 3M CO | $2.29万 | 0.01% | 158 | 0 | 0.0% | — | 不变 |
| MPWR | MONOLITHIC PWR SYS INC | $2.30万 | 0.01% | 21 | 0 | 0.0% | — | 不变 |
| PGR | PROGRESSIVE CORP | $2.30万 | 0.01% | 116 | 27 | 30.3% | $5,353 | 加仓 |
| MRVL | MARVELL TECHNOLOGY INC | $2.31万 | 0.01% | 233 | -42 | -15.3% | -$4,160 | 减仓 |
| SHM | SPDR SERIES TRUST | $2.32万 | 0.01% | 485 | 0 | 0.0% | — | 不变 |
| NE | NOBLE CORP PLC | $2.32万 | 0.01% | 473 | -124 | -20.8% | -$6,085 | 减仓 |
| AMT | AMERICAN TOWER CORP | $2.33万 | 0.01% | 135 | 3 | 2.3% | $518 | 加仓 |
| NRG | NRG ENERGY INC | $2.34万 | 0.01% | 160 | 35 | 28.0% | $5,115 | 加仓 |
| DINO | HF SINCLAIR CORP | $2.35万 | 0.01% | 376 | 0 | 0.0% | — | 不变 |
| FHN | FIRST HORIZON CORPORATION | $2.35万 | 0.01% | 1,034 | -130 | -11.2% | -$2,959 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $2.36万 | 0.01% | 70 | -16 | -18.6% | -$5,405 | 减仓 |
| CMCSA | COMCAST CORP NEW | $2.37万 | 0.01% | 825 | 80 | 10.7% | $2,297 | 加仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $2.38万 | 0.01% | 100 | 100 | — | $2.38万 | 新建仓 |
| UNP | UNION PAC CORP | $2.38万 | 0.01% | 98 | 0 | 0.0% | — | 不变 |
| VBR | VANGUARD INDEX FDS | $2.38万 | 0.01% | 109 | 18 | 19.8% | $3,928 | 加仓 |
| ROST | ROSS STORES INC | $2.38万 | 0.01% | 110 | -2 | -1.8% | -$433 | 减仓 |
| PLD | PROLOGIS INC. | $2.39万 | 0.01% | 181 | 0 | 0.0% | — | 不变 |
| APH | AMPHENOL CORP | $2.40万 | 0.01% | 190 | 0 | 0.0% | — | 不变 |
| R | RYDER SYS INC | $2.42万 | 0.01% | 118 | -2 | -1.7% | -$409 | 减仓 |
| EXPD | EXPEDITORS INTL WASH INC | $2.42万 | 0.01% | 169 | 4 | 2.4% | $573 | 加仓 |
| RSG | REPUBLIC SVCS INC | $2.45万 | 0.01% | 112 | 0 | 0.0% | — | 不变 |
| DDS | DILLARDS INC | $2.46万 | 0.01% | 43 | 0 | 0.0% | — | 不变 |
| NOW | SERVICENOW INC | $2.47万 | 0.01% | 236 | 1 | 0.4% | $105 | 加仓 |
| CAH | CARDINAL HEALTH INC | $2.49万 | 0.01% | 118 | 0 | 0.0% | — | 不变 |
| ROP | ROPER TECHNOLOGIES INC | $2.51万 | 0.01% | 71 | 47 | 195.8% | $1.66万 | 加仓 |
| EXPE | EXPEDIA GROUP INC | $2.54万 | 0.01% | 110 | -1 | -0.9% | -$231 | 减仓 |
| CTSH | COGNIZANT TECHNOLOGY SOLUTIO | $2.58万 | 0.01% | 421 | 13 | 3.2% | $798 | 加仓 |
| MS | MORGAN STANLEY | $2.60万 | 0.01% | 158 | 0 | 0.0% | — | 不变 |
| LDOS | LEIDOS HOLDINGS INC | $2.63万 | 0.01% | 169 | 0 | 0.0% | — | 不变 |
| TSCO | TRACTOR SUPPLY CO | $2.64万 | 0.01% | 582 | -11 | -1.9% | -$498 | 减仓 |