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 |
|---|---|---|---|---|---|---|---|---|
| CVS | CVS HEALTH CORP | $2.64万 | 0.01% | 368 | 48 | 15.0% | $3,447 | 加仓 |
| SSRM | SSR MINING IN | $2.69万 | 0.01% | 915 | -89 | -8.9% | -$2,614 | 减仓 |
| BKR | BAKER HUGHES COMPANY | $2.72万 | 0.01% | 446 | 0 | 0.0% | — | 不变 |
| CBRE | CBRE GROUP INC | $2.76万 | 0.01% | 204 | 0 | 0.0% | — | 不变 |
| WCC | WESCO INTL INC | $2.76万 | 0.01% | 101 | -8 | -7.3% | -$2,189 | 减仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $2.78万 | 0.01% | 177 | 0 | 0.0% | — | 不变 |
| KR | KROGER CO | $2.83万 | 0.01% | 391 | -19 | -4.6% | -$1,375 | 减仓 |
| GWW | WW GRAINGER INC | $2.84万 | 0.01% | 26 | 0 | 0.0% | — | 不变 |
| DHI | D R HORTON INC | $2.87万 | 0.01% | 209 | -43 | -17.1% | -$5,900 | 减仓 |
| AMGN | AMGEN INC | $2.89万 | 0.01% | 82 | 0 | 0.0% | — | 不变 |
| SPSM | SPDR SERIES TRUST | $2.90万 | 0.01% | 600 | 600 | — | $2.90万 | 新建仓 |
| FAST | FASTENAL CO | $2.98万 | 0.01% | 642 | 0 | 0.0% | — | 不变 |
| HIG | HARTFORD INSURANCE GROUP INC | $2.99万 | 0.01% | 221 | 0 | 0.0% | — | 不变 |
| GLD | SPDR GOLD TR | $3.01万 | 0.01% | 70 | 70 | — | $3.01万 | 新建仓 |
| MFC | MANULIFE FINL CORP | $3.09万 | 0.01% | 896 | 0 | 0.0% | — | 不变 |
| VLO | VALERO ENERGY CORP | $3.09万 | 0.01% | 125 | 0 | 0.0% | — | 不变 |
| RF | REGIONS FINANCIAL CORP NEW | $3.10万 | 0.01% | 1,186 | -98 | -7.6% | -$2,560 | 减仓 |
| SCHW | SCHWAB CHARLES CORP | $3.11万 | 0.01% | 331 | 0 | 0.0% | — | 不变 |
| STT | STATE STR CORP | $3.11万 | 0.01% | 246 | 0 | 0.0% | — | 不变 |
| PHM | PULTE GROUP INC | $3.19万 | 0.01% | 271 | 0 | 0.0% | — | 不变 |
| MDLZ | MONDELEZ INTL INC | $3.19万 | 0.01% | 553 | 2 | 0.4% | $115 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $3.22万 | 0.01% | 201 | 120 | 148.1% | $1.92万 | 加仓 |
| FBP | FIRST BANCORP CORPORATION | $3.26万 | 0.01% | 1,528 | -41 | -2.6% | -$876 | 减仓 |
| PCAR | PACCAR INC | $3.27万 | 0.01% | 283 | 0 | 0.0% | — | 不变 |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $3.28万 | 0.01% | 116 | 5 | 4.5% | $1,412 | 加仓 |
| TMUS | T-MOBILE US INC | $3.28万 | 0.01% | 156 | 0 | 0.0% | — | 不变 |
| BNY | BANK NEW YORK MELLON CORP | $3.31万 | 0.01% | 279 | 0 | 0.0% | — | 不变 |
| LRCX | LAM RESEARCH CORP | $3.31万 | 0.01% | 155 | -33 | -17.6% | -$7,051 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $3.31万 | 0.01% | 154 | 0 | 0.0% | — | 不变 |
| FTNT | FORTINET INC | $3.34万 | 0.01% | 409 | 0 | 0.0% | — | 不变 |
| CTAS | CINTAS CORP | $3.38万 | 0.01% | 200 | 0 | 0.0% | — | 不变 |
| WMB | WILLIAMS COS INC | $3.41万 | 0.01% | 469 | 0 | 0.0% | — | 不变 |
| MSI | MOTOROLA SOLUTIONS INC | $3.43万 | 0.01% | 79 | 1 | 1.3% | $434 | 加仓 |
| TOPT | ISHARES TR | $3.46万 | 0.01% | 1,209 | 1,209 | — | $3.46万 | 新建仓 |
| IDXX | IDEXX LABS INC | $3.48万 | 0.01% | 62 | 0 | 0.0% | — | 不变 |
| GILD | GILEAD SCIENCES INC | $3.50万 | 0.01% | 251 | -3 | -1.2% | -$418 | 减仓 |
| DFAX | DIMENSIONAL ETF TRUST | $3.53万 | 0.01% | 1,039 | 0 | 0.0% | — | 不变 |
| PNC | PNC FINL SVCS GROUP INC | $3.54万 | 0.01% | 170 | 0 | 0.0% | — | 不变 |
| MKL | MARKEL GROUP INC | $3.64万 | 0.01% | 19 | 0 | 0.0% | — | 不变 |
| WAB | WABTEC | $3.65万 | 0.01% | 146 | 0 | 0.0% | — | 不变 |
| BLK | BLACKROCK INC | $3.65万 | 0.01% | 38 | 5 | 15.2% | $4,809 | 加仓 |
| BX | BLACKSTONE INC | $3.71万 | 0.01% | 323 | 14 | 4.5% | $1,610 | 加仓 |
| CSX | CSX CORP | $3.73万 | 0.01% | 909 | 0 | 0.0% | — | 不变 |
| DUK | DUKE ENERGY CORP NEW | $3.74万 | 0.01% | 286 | 0 | 0.0% | — | 不变 |
| VXUS | VANGUARD STAR FDS | $3.77万 | 0.01% | 489 | 52 | 11.9% | $4,009 | 加仓 |
| JBL | JABIL INC | $3.83万 | 0.01% | 144 | 0 | 0.0% | — | 不变 |
| KBWB | INVESCO EXCH TRADED FD TR II | $3.96万 | 0.01% | 500 | 500 | — | $3.96万 | 新建仓 |
| VOX | VANGUARD WORLD FD | $3.96万 | 0.01% | 220 | 0 | 0.0% | — | 不变 |
| ADBE | ADOBE INC | $3.96万 | 0.01% | 163 | -20 | -10.9% | -$4,862 | 减仓 |
| ADSK | AUTODESK INC | $4.02万 | 0.01% | 168 | -20 | -10.6% | -$4,788 | 减仓 |
| AZO | AUTOZONE INC | $4.05万 | 0.01% | 12 | 0 | 0.0% | — | 不变 |
| KMI | KINDER MORGAN INC DEL | $4.05万 | 0.01% | 1,209 | 15 | 1.3% | $503 | 加仓 |
| COP | CONOCOPHILLIPS | $4.07万 | 0.01% | 308 | 50 | 19.4% | $6,600 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $4.09万 | 0.01% | 201 | 40 | 24.8% | $8,137 | 加仓 |
| NEE | NEXTERA ENERGY INC | $4.09万 | 0.01% | 441 | -4 | -0.9% | -$371 | 减仓 |
| KO | COCA COLA CO | $4.11万 | 0.01% | 540 | 0 | 0.0% | — | 不变 |
| AFL | AFLAC INC | $4.16万 | 0.01% | 379 | 222 | 141.4% | $2.44万 | 加仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $4.19万 | 0.01% | 320 | -23 | -6.7% | -$3,012 | 减仓 |
| ADI | ANALOG DEVICES INC | $4.20万 | 0.01% | 132 | 0 | 0.0% | — | 不变 |
| URI | UNITED RENTALS INC | $4.23万 | 0.01% | 58 | 0 | 0.0% | — | 不变 |
| SLS | SELLAS LIFE SCIENCES GROUP I | $4.23万 | 0.01% | 10,000 | 0 | 0.0% | — | 不变 |
| MET | METLIFE INC | $4.26万 | 0.01% | 602 | 304 | 102.0% | $2.15万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $4.30万 | 0.01% | 605 | 0 | 0.0% | — | 不变 |
| APP | APPLOVIN CORP | $4.34万 | 0.01% | 109 | -12 | -9.9% | -$4,776 | 减仓 |
| DOW | DOW HLDGS INC | $4.43万 | 0.01% | 1,063 | -8 | -0.7% | -$333 | 减仓 |
| TFC | TRUIST FINL CORP | $4.44万 | 0.01% | 966 | -126 | -11.5% | -$5,792 | 减仓 |
| ALL | ALLSTATE CORP | $4.46万 | 0.01% | 215 | 0 | 0.0% | — | 不变 |
| DIA | STATE STR SPDR DOW JONES IND | $4.63万 | 0.01% | 100 | 100 | — | $4.63万 | 新建仓 |
| TT | TRANE TECHNOLOGIES PLC | $4.71万 | 0.01% | 113 | 0 | 0.0% | — | 不变 |
| O | REALTY INCOME CORP | $4.71万 | 0.01% | 770 | 0 | 0.0% | — | 不变 |
| IWR | ISHARES TR | $4.74万 | 0.01% | 488 | 0 | 0.0% | — | 不变 |
| EXC | EXELON CORP | $4.75万 | 0.01% | 969 | -150 | -13.4% | -$7,353 | 减仓 |
| DFIV | DIMENSIONAL ETF TRUST | $4.77万 | 0.01% | 904 | 0 | 0.0% | — | 不变 |
| REGN | REGENERON PHARMACEUTICALS | $4.79万 | 0.01% | 62 | 7 | 12.7% | $5,409 | 加仓 |
| SHOP | SHOPIFY INC | $4.83万 | 0.01% | 407 | 0 | 0.0% | — | 不变 |
| SYK | STRYKER CORPORATION | $4.83万 | 0.01% | 147 | 12 | 8.9% | $3,943 | 加仓 |
| CEG | CONSTELLATION ENERGY CORP | $4.83万 | 0.01% | 173 | 0 | 0.0% | — | 不变 |
| GSLC | GOLDMAN SACHS ETF TR | $4.96万 | 0.01% | 396 | -18 | -4.3% | -$2,252 | 减仓 |
| CIEN | CIENA CORP | $5.05万 | 0.01% | 130 | -11 | -7.8% | -$4,271 | 减仓 |
| PFE | PFIZER INC | $5.06万 | 0.01% | 1,804 | -1,666 | -48.0% | -$4.68万 | 减仓 |
| LOW | LOWES COS INC | $5.10万 | 0.01% | 216 | -1 | -0.5% | -$236 | 减仓 |
| EBAY | EBAY INC. | $5.11万 | 0.01% | 561 | 0 | 0.0% | — | 不变 |
| ONEQ | FIDELITY COMWLTH TR | $5.11万 | 0.01% | 602 | -23 | -3.7% | -$1,953 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $5.11万 | 0.01% | 104 | 0 | 0.0% | — | 不变 |
| UI | UBIQUITI INC | $5.22万 | 0.01% | 66 | -3 | -4.3% | -$2,371 | 减仓 |
| FNDX | SCHWAB STRATEGIC TR | $5.26万 | 0.01% | 1,888 | 0 | 0.0% | — | 不变 |
| SPGI | S&P GLOBAL INC | $5.32万 | 0.01% | 125 | 66 | 111.9% | $2.81万 | 加仓 |
| EMR | EMERSON ELEC CO | $5.33万 | 0.01% | 407 | 250 | 159.2% | $3.28万 | 加仓 |
| INTU | INTUIT | $5.36万 | 0.01% | 124 | -17 | -12.1% | -$7,351 | 减仓 |
| KMB | KIMBERLY-CLARK CORP | $5.38万 | 0.01% | 558 | 63 | 12.7% | $6,078 | 加仓 |
| TXN | TEXAS INSTRS INC | $5.49万 | 0.01% | 283 | 8 | 2.9% | $1,551 | 加仓 |
| QCOM | QUALCOMM INC | $5.49万 | 0.01% | 426 | -56 | -11.6% | -$7,212 | 减仓 |
| VMC | VULCAN MATLS CO | $5.52万 | 0.01% | 203 | 0 | 0.0% | — | 不变 |
| MAR | MARRIOTT INTL INC NEW | $5.53万 | 0.01% | 169 | 23 | 15.8% | $7,523 | 加仓 |
| DAL | DELTA AIR LINES INC | $5.59万 | 0.01% | 841 | 0 | 0.0% | — | 不变 |
| SYY | SYSCO CORP | $5.70万 | 0.01% | 799 | -20 | -2.4% | -$1,427 | 减仓 |
| PSX | PHILLIPS 66 | $5.70万 | 0.01% | 313 | 150 | 92.0% | $2.73万 | 加仓 |
| — | WARNER BROS DISCOVERY INC | $5.81万 | 0.02% | 2,114 | -1 | -0.0% | -$27 | 减仓 |
| EME | EMCOR GROUP INC | $5.91万 | 0.02% | 80 | 0 | 0.0% | — | 不变 |
| COF | CAPITAL ONE FINL CORP | $5.97万 | 0.02% | 327 | 70 | 27.2% | $1.28万 | 加仓 |