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 |
|---|---|---|---|---|---|---|---|---|
| LIN | LINDE PLC | $16.36万 | 0.04% | 315 | -8 | -2.5% | -$4,155 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $16.71万 | 0.04% | 494 | 200 | 68.0% | $6.77万 | 加仓 |
| IWM | ISHARES TR | $16.98万 | 0.04% | 565 | 0 | 0.0% | — | 不变 |
| ORCL | ORACLE CORP | $17.00万 | 0.04% | 1,160 | 541 | 87.4% | $7.93万 | 加仓 |
| SRE | SEMPRA | $17.44万 | 0.04% | 1,881 | 900 | 91.7% | $8.34万 | 加仓 |
| ASML | ASML HLDG NV | $17.91万 | 0.04% | 90 | 90 | — | $17.91万 | 新建仓 |
| FLY | FIREFLY AEROSPACE INC | $17.95万 | 0.04% | 6,106 | 6,106 | — | $17.95万 | 新建仓 |
| QCOM | QUALCOMM INC | $18.41万 | 0.04% | 996 | 570 | 133.8% | $10.53万 | 加仓 |
| TSLA | TESLA INC | $18.54万 | 0.04% | 441 | 0 | 0.0% | — | 不变 |
| ICF | ISHARES TR | $18.77万 | 0.04% | 2,775 | 0 | 0.0% | — | 不变 |
| IEFA | ISHARES TR | $18.78万 | 0.04% | 1,944 | 0 | 0.0% | — | 不变 |
| MA | MASTERCARD INCORPORATED | $18.85万 | 0.04% | 367 | -12 | -3.2% | -$6,163 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $19.10万 | 0.04% | 400 | 400 | — | $19.10万 | 新建仓 |
| IWD | ISHARES TR | $19.10万 | 0.04% | 788 | -240 | -23.3% | -$5.82万 | 减仓 |
| RCL | ROYAL CARIBBEAN GROUP | $19.40万 | 0.05% | 611 | 0 | 0.0% | — | 不变 |
| ORLY | OREILLY AUTOMOTIVE INC | $19.48万 | 0.05% | 2,115 | 0 | 0.0% | — | 不变 |
| DIS | DISNEY WALT CO | $19.75万 | 0.05% | 2,052 | 605 | 41.8% | $5.82万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $19.94万 | 0.05% | 4,709 | 989 | 26.6% | $4.19万 | 加仓 |
| ETN | EATON CORP PLC | $20.20万 | 0.05% | 474 | -100 | -17.4% | -$4.26万 | 减仓 |
| CVLT | COMMVAULT SYS INC | $20.68万 | 0.05% | 1,459 | 1,427 | 4,459.4% | $20.22万 | 加仓 |
| INTC | INTEL CORP | $21.13万 | 0.05% | 1,513 | -17 | -1.1% | -$2,374 | 减仓 |
| VVR | INVESCO SR INCOME TR | $21.62万 | 0.05% | 72,060 | 70,860 | 5,905.0% | $21.26万 | 加仓 |
| — | FRANKLIN LTD DURATION INCOME | $21.99万 | 0.05% | 37,980 | 37,350 | 5,928.6% | $21.63万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $22.05万 | 0.05% | 236 | 70 | 42.2% | $6.54万 | 加仓 |
| — | BLACKROCK FLOATING RATE INC | $22.14万 | 0.05% | 20,770 | 20,430 | 6,008.8% | $21.78万 | 加仓 |
| — | WARNER BROS DISCOVERY INC | $22.26万 | 0.05% | 8,350 | 6,236 | 295.0% | $16.63万 | 加仓 |
| — | BLACKROCK FLOATING RATE INCO | $22.72万 | 0.05% | 20,670 | 20,330 | 5,979.4% | $22.34万 | 加仓 |
| SPIB | SPDR SERIES TRUST | $23.05万 | 0.05% | 6,890 | -31 | -0.4% | -$1,037 | 减仓 |
| — | ALLSPRING MULTI SECTOR INCOM | $23.26万 | 0.05% | 25,260 | 24,840 | 5,914.3% | $22.88万 | 加仓 |
| VGT | VANGUARD WORLD FD | $23.48万 | 0.05% | 1,965 | -3 | -0.2% | -$359 | 减仓 |
| SCHE | SCHWAB STRATEGIC TR | $23.53万 | 0.05% | 6,490 | 0 | 0.0% | — | 不变 |
| AVGE | AMERICAN CENTY ETF TR | $24.80万 | 0.06% | 2,503 | 897 | 55.9% | $8.89万 | 加仓 |
| WMT | WALMART INC | $25.20万 | 0.06% | 2,225 | 1,145 | 106.0% | $12.97万 | 加仓 |
| BA | BOEING CO | $25.48万 | 0.06% | 1,177 | 422 | 55.9% | $9.13万 | 加仓 |
| EWY | ISHARES INC | $26.65万 | 0.06% | 1,320 | 0 | 0.0% | — | 不变 |
| ADP | AUTOMATIC DATA PROCESSING IN | $27.48万 | 0.06% | 1,227 | 91 | 8.0% | $2.04万 | 加仓 |
| IWV | ISHARES TR | $27.50万 | 0.06% | 645 | 0 | 0.0% | — | 不变 |
| GS | GOLDMAN SACHS GROUP INC | $28.22万 | 0.07% | 279 | -29 | -9.4% | -$2.93万 | 减仓 |
| RTX | RTX CORPORATION | $28.84万 | 0.07% | 1,520 | 900 | 145.2% | $17.08万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $28.99万 | 0.07% | 3,366 | 0 | 0.0% | — | 不变 |
| ABBV | ABBVIE INC | $29.45万 | 0.07% | 1,170 | -149 | -11.3% | -$3.75万 | 减仓 |
| LLY | ELI LILLY & CO | $29.75万 | 0.07% | 248 | 59 | 31.2% | $7.08万 | 加仓 |
| NUMV | NUSHARES ETF TR | $30.00万 | 0.07% | 6,897 | -3,830 | -35.7% | -$16.66万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $30.23万 | 0.07% | 1,387 | 0 | 0.0% | — | 不变 |
| REET | ISHARES TR | $30.23万 | 0.07% | 10,944 | -2,356 | -17.7% | -$6.51万 | 减仓 |
| SUSA | ISHARES TR | $30.35万 | 0.07% | 1,967 | -50 | -2.5% | -$7,715 | 减仓 |
| V | VISA INC | $30.47万 | 0.07% | 888 | 457 | 106.0% | $15.68万 | 加仓 |
| MRK | MERCK & CO INC | $32.01万 | 0.07% | 2,491 | 0 | 0.0% | — | 不变 |
| CSCO | CISCO SYS INC | $32.64万 | 0.08% | 2,779 | 1,212 | 77.3% | $14.24万 | 加仓 |
| GE | GE AEROSPACE | $33.64万 | 0.08% | 900 | 550 | 157.1% | $20.56万 | 加仓 |
| EEM | ISHARES TR | $34.32万 | 0.08% | 5,017 | 0 | 0.0% | — | 不变 |
| BAC | BANK OF AMER CORP | $35.21万 | 0.08% | 6,179 | 0 | 0.0% | — | 不变 |
| GEV | GE VERNOVA INC | $35.25万 | 0.08% | 300 | 195 | 185.7% | $22.91万 | 加仓 |
| HD | HOME DEPOT INC | $38.59万 | 0.09% | 1,094 | -101 | -8.5% | -$3.56万 | 减仓 |
| NULG | NUSHARES ETF TR | $39.47万 | 0.09% | 3,372 | -2,850 | -45.8% | -$33.36万 | 减仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $40.92万 | 0.09% | 8,449 | 0 | 0.0% | — | 不变 |
| XPO | XPO INC | $42.02万 | 0.10% | 2,047 | 1,991 | 3,555.4% | $40.87万 | 加仓 |
| SCHC | SCHWAB STRATEGIC TR | $45.69万 | 0.11% | 9,496 | -80 | -0.8% | -$3,850 | 减仓 |
| GOOG | ALPHABET INC | $47.10万 | 0.11% | 1,333 | 0 | 0.0% | — | 不变 |
| CAT | CATERPILLAR INC | $47.71万 | 0.11% | 448 | 251 | 127.4% | $26.73万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $49.01万 | 0.11% | 714 | -72 | -9.2% | -$4.94万 | 减仓 |
| IWF | ISHARES TR | $49.02万 | 0.11% | 3,948 | -140 | -3.4% | -$1.74万 | 减仓 |
| IJR | ISHARES TR | $49.88万 | 0.12% | 3,363 | 0 | 0.0% | — | 不变 |
| VGSR | MANAGER DIRECTED PORTFOLIOS | $51.40万 | 0.12% | 45,151 | 4,119 | 10.0% | $4.69万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $52.59万 | 0.12% | 1,870 | 595 | 46.7% | $16.73万 | 加仓 |
| SUSB | ISHARES TR | $53.90万 | 0.13% | 21,570 | 1,576 | 7.9% | $3.94万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $55.11万 | 0.13% | 3,758 | 237 | 6.7% | $3.48万 | 加仓 |
| — | EXXON MOBIL CORP | $56.53万 | 0.13% | 4,135 | 478 | 13.1% | $6.54万 | 加仓 |
| FNDF | SCHWAB STRATEGIC TR | $56.83万 | 0.13% | 10,771 | 0 | 0.0% | — | 不变 |
| GLW | CORNING INC | $58.47万 | 0.14% | 2,289 | 1,407 | 159.5% | $35.94万 | 加仓 |
| META | META PLATFORMS INC | $58.66万 | 0.14% | 1,041 | 283 | 37.3% | $15.95万 | 加仓 |
| AVGO | BROADCOM INC | $58.70万 | 0.14% | 1,554 | -1 | -0.1% | -$378 | 减仓 |
| ESGE | ISHARES INC | $59.62万 | 0.14% | 10,902 | -6,454 | -37.2% | -$35.30万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $68.32万 | 0.16% | 1,176 | 975 | 485.1% | $56.64万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $70.27万 | 0.16% | 11,772 | -654 | -5.3% | -$3.90万 | 减仓 |
| NULV | NUSHARES ETF TR | $75.95万 | 0.18% | 15,193 | -13,778 | -47.6% | -$68.88万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $78.79万 | 0.18% | 2,407 | 200 | 9.1% | $6.55万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $84.46万 | 0.20% | 1,131 | 230 | 25.5% | $17.18万 | 加仓 |
| AMAT | APPLIED MATLS INC | $89.22万 | 0.21% | 1,234 | 703 | 132.4% | $50.83万 | 加仓 |
| STIP | ISHARES TR | $91.27万 | 0.21% | 8,934 | 30 | 0.3% | $3,065 | 加仓 |
| BGRN | ISHARES TR | $100.88万 | 0.23% | 21,250 | -5,946 | -21.9% | -$28.23万 | 减仓 |
| EFA | ISHARES TR | $100.92万 | 0.23% | 9,715 | 0 | 0.0% | — | 不变 |
| AMZN | AMAZON COM INC | $102.15万 | 0.24% | 4,286 | 1,379 | 47.4% | $32.87万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $103.47万 | 0.24% | 14,095 | 0 | 0.0% | — | 不变 |
| SLQD | ISHARES TR | $111.95万 | 0.26% | 22,225 | 1,267 | 6.0% | $6.38万 | 加仓 |
| IJH | ISHARES TR | $112.85万 | 0.26% | 14,635 | -500 | -3.3% | -$3.86万 | 减仓 |
| SLYV | SPDR SERIES TRUST | $116.19万 | 0.27% | 10,649 | -227 | -2.1% | -$2.48万 | 减仓 |
| SUSC | ISHARES TR | $129.42万 | 0.30% | 55,901 | 3,760 | 7.2% | $8.70万 | 加仓 |
| IVW | ISHARES TR | $131.86万 | 0.31% | 9,588 | 0 | 0.0% | — | 不变 |
| ESGD | ISHARES TR | $134.92万 | 0.31% | 13,123 | -5,854 | -30.8% | -$60.18万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $140.41万 | 0.33% | 2,806 | 289 | 11.5% | $14.46万 | 加仓 |
| — | PRINCETON BANCORP INC | $143.23万 | 0.33% | 37,741 | -1,300 | -3.3% | -$4.93万 | 减仓 |
| XLI | SELECT SECTOR SPDR TR | $146.13万 | 0.34% | 7,889 | 7,889 | — | $146.13万 | 新建仓 |
| GOOGL | ALPHABET INC | $156.85万 | 0.36% | 4,389 | 1,849 | 72.8% | $66.08万 | 加仓 |
| IVE | ISHARES TR | $162.67万 | 0.38% | 7,164 | 0 | 0.0% | — | 不变 |
| DFSU | DIMENSIONAL ETF TRUST | $188.77万 | 0.44% | 40,482 | 40,482 | — | $188.77万 | 新建仓 |
| MSFT | MICROSOFT CORP | $212.25万 | 0.49% | 5,690 | 2,186 | 62.4% | $81.54万 | 加仓 |
| AVDE | AMERICAN CENTY ETF TR | $227.39万 | 0.53% | 25,492 | 0 | 0.0% | — | 不变 |
| AVEM | AMERICAN CENTY ETF TR | $247.71万 | 0.57% | 25,672 | -345 | -1.3% | -$3.33万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $254.53万 | 0.59% | 10,022 | -634 | -5.9% | -$16.10万 | 减仓 |