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 |
|---|---|---|---|---|---|---|---|---|
| ABBV | ABBVIE INC | $28.69万 | 0.08% | 1,319 | 115 | 9.6% | $2.50万 | 加仓 |
| MRK | MERCK & CO INC | $29.96万 | 0.08% | 2,491 | -48 | -1.9% | -$5,774 | 减仓 |
| BAC | BANK AMERICA CORP | $30.12万 | 0.08% | 6,179 | 195 | 3.3% | $9,506 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $30.90万 | 0.08% | 1,275 | 25 | 2.0% | $6,060 | 加仓 |
| QQQ | INVESCO QQQ TR | $32.98万 | 0.09% | 571 | 49 | 9.4% | $2.83万 | 加仓 |
| REET | ISHARES TR | $33.45万 | 0.09% | 13,300 | -1,067 | -7.4% | -$2.68万 | 减仓 |
| GOOG | ALPHABET INC | $38.24万 | 0.10% | 1,333 | -120 | -8.3% | -$3.44万 | 减仓 |
| HD | HOME DEPOT INC | $39.31万 | 0.10% | 1,195 | -17 | -1.4% | -$5,592 | 减仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $40.60万 | 0.11% | 8,449 | 337 | 4.2% | $1.62万 | 加仓 |
| NUMV | NUSHARES ETF TR | $41.59万 | 0.11% | 10,727 | 231 | 2.2% | $8,956 | 加仓 |
| IJR | ISHARES TR | $41.81万 | 0.11% | 3,363 | 10 | 0.3% | $1,243 | 加仓 |
| VGSR | MANAGER DIRECTED PORTFOLIOS | $42.39万 | 0.11% | 41,032 | 1,599 | 4.1% | $1.65万 | 加仓 |
| META | META PLATFORMS INC | $43.39万 | 0.11% | 758 | 130 | 20.7% | $7.44万 | 加仓 |
| IWF | ISHARES TR | $43.58万 | 0.11% | 1,022 | 0 | 0.0% | — | 不变 |
| SCHC | SCHWAB STRATEGIC TR | $44.76万 | 0.12% | 9,576 | -576 | -5.7% | -$2.69万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $47.00万 | 0.12% | 786 | 268 | 51.7% | $16.02万 | 加仓 |
| AVGO | BROADCOM INC | $48.13万 | 0.13% | 1,555 | 6 | 0.4% | $1,857 | 加仓 |
| SUSB | ISHARES TR | $50.12万 | 0.13% | 19,994 | 339 | 1.7% | $8,497 | 加仓 |
| PG | PROCTER & GAMBLE CO | $50.86万 | 0.13% | 3,521 | 179 | 5.4% | $2.59万 | 加仓 |
| FNDF | SCHWAB STRATEGIC TR | $52.70万 | 0.14% | 10,771 | -136 | -1.2% | -$6,654 | 减仓 |
| NULG | NUSHARES ETF TR | $56.58万 | 0.15% | 6,222 | 80 | 1.3% | $7,275 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $58.60万 | 0.15% | 901 | 40 | 4.6% | $2.60万 | 加仓 |
| AMZN | AMAZON COM INC | $60.54万 | 0.16% | 2,907 | 131 | 4.7% | $2.73万 | 加仓 |
| — | EXXON MOBIL CORP | $62.04万 | 0.16% | 3,657 | 94 | 2.6% | $1.59万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $64.92万 | 0.17% | 2,207 | 450 | 25.6% | $13.24万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $67.16万 | 0.18% | 12,426 | -25 | -0.2% | -$1,351 | 减仓 |
| GOOGL | ALPHABET INC | $73.04万 | 0.19% | 2,540 | 30 | 1.2% | $8,627 | 加仓 |
| ESGE | ISHARES INC | $78.92万 | 0.21% | 17,356 | -257 | -1.5% | -$1.17万 | 减仓 |
| STIP | ISHARES TR | $92.09万 | 0.24% | 8,904 | 72 | 0.8% | $7,447 | 加仓 |
| EFA | ISHARES TR | $94.36万 | 0.25% | 9,715 | -25 | -0.3% | -$2,428 | 减仓 |
| IJH | ISHARES TR | $102.21万 | 0.27% | 15,135 | 500 | 3.4% | $3.38万 | 加仓 |
| SLYV | SPDR SERIES TRUST | $102.87万 | 0.27% | 10,876 | -461 | -4.1% | -$4.36万 | 减仓 |
| BND | VANGUARD BD INDEX FDS | $103.80万 | 0.27% | 14,095 | 0 | 0.0% | — | 不变 |
| SLQD | ISHARES TR | $105.82万 | 0.28% | 20,958 | 1,357 | 6.9% | $6.85万 | 加仓 |
| IVW | ISHARES TR | $108.45万 | 0.28% | 9,588 | -960 | -9.1% | -$10.86万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $111.74万 | 0.29% | 6,407 | -539 | -7.8% | -$9.40万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $120.61万 | 0.32% | 2,517 | 14 | 0.6% | $6,709 | 加仓 |
| SUSC | ISHARES TR | $120.64万 | 0.32% | 52,141 | 1,285 | 2.5% | $2.97万 | 加仓 |
| BGRN | ISHARES TR | $129.10万 | 0.34% | 27,196 | 548 | 2.1% | $2.60万 | 加仓 |
| MSFT | MICROSOFT CORP | $129.69万 | 0.34% | 3,504 | -356 | -9.2% | -$13.18万 | 减仓 |
| NULV | NUSHARES ETF TR | $131.82万 | 0.35% | 28,971 | 690 | 2.4% | $3.14万 | 加仓 |
| — | PRINCETON BANCORP INC | $131.84万 | 0.35% | 39,041 | -83 | -0.2% | -$2,803 | 减仓 |
| IVE | ISHARES TR | $151.27万 | 0.40% | 7,164 | 0 | 0.0% | — | 不变 |
| VTI | VANGUARD INDEX FDS | $155.28万 | 0.41% | 4,840 | -1,303 | -21.2% | -$41.80万 | 减仓 |
| ESGD | ISHARES TR | $181.46万 | 0.48% | 18,977 | 129 | 0.7% | $1.23万 | 加仓 |
| AVEM | AMERICAN CENTY ETF TR | $209.65万 | 0.55% | 26,017 | -863 | -3.2% | -$6.95万 | 减仓 |
| AVDE | AMERICAN CENTY ETF TR | $216.27万 | 0.57% | 25,492 | -240 | -0.9% | -$2.04万 | 减仓 |
| AVUS | AMERICAN CENTY ETF TR | $231.54万 | 0.61% | 20,826 | 0 | 0.0% | — | 不变 |
| VEA | VANGUARD TAX-MANAGED FDS | $249.80万 | 0.66% | 38,982 | -628 | -1.6% | -$4.02万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $260.48万 | 0.68% | 10,656 | 105 | 1.0% | $2.57万 | 加仓 |
| IGIB | ISHARES TR | $272.86万 | 0.72% | 51,271 | -1,466 | -2.8% | -$7.80万 | 减仓 |
| VTIP | VANGUARD MALVERN FDS | $334.99万 | 0.88% | 67,065 | -3,771 | -5.3% | -$18.84万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $448.20万 | 1.18% | 71,769 | -849 | -1.2% | -$5.30万 | 减仓 |
| JMUB | J P MORGAN EXCHANGE TRADED F | $490.65万 | 1.29% | 98,150 | 4,734 | 5.1% | $23.67万 | 加仓 |
| SUB | ISHARES TR | $517.30万 | 1.36% | 48,573 | 1,188 | 2.5% | $12.65万 | 加仓 |
| MUB | ISHARES TR | $708.87万 | 1.86% | 66,780 | -3,780 | -5.4% | -$40.12万 | 减仓 |
| AAPL | APPLE INC | $795.90万 | 2.09% | 31,360 | 522 | 1.7% | $13.25万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $812.45万 | 2.13% | 55,541 | -125 | -0.2% | -$1.83万 | 减仓 |
| DISV | DIMENSIONAL ETF TRUST | $903.47万 | 2.37% | 229,074 | -21,113 | -8.4% | -$83.27万 | 减仓 |
| MDYV | SPDR SERIES TRUST | $995.54万 | 2.61% | 116,916 | -6,082 | -4.9% | -$51.79万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $1,184.00万 | 3.11% | 337,899 | -32,936 | -8.9% | -$115.41万 | 减仓 |
| DFUS | DIMENSIONAL ETF TRUST | $1,244.34万 | 3.27% | 175,481 | -8,990 | -4.9% | -$63.75万 | 减仓 |
| AVUV | AMERICAN CENTY ETF TR | $1,335.77万 | 3.51% | 120,917 | 6,142 | 5.4% | $67.85万 | 加仓 |
| AVDV | AMERICAN CENTY ETF TR | $1,431.87万 | 3.76% | 143,388 | -312 | -0.2% | -$3.12万 | 减仓 |
| DFGR | DIMENSIONAL ETF TRUST | $1,616.51万 | 4.24% | 608,166 | 38,840 | 6.8% | $103.24万 | 加仓 |
| DFAI | DIMENSIONAL ETF TRUST | $1,713.91万 | 4.50% | 439,914 | 37,292 | 9.3% | $145.29万 | 加仓 |
| DFEM | DIMENSIONAL ETF TRUST | $1,939.67万 | 5.09% | 561,409 | 821 | 0.1% | $2.84万 | 加仓 |
| DFIC | DIMENSIONAL ETF TRUST | $2,063.53万 | 5.42% | 580,784 | -15,493 | -2.6% | -$55.05万 | 减仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $2,381.80万 | 6.25% | 399,966 | 19,225 | 5.0% | $114.48万 | 加仓 |
| DFAU | DIMENSIONAL ETF TRUST | $3,034.31万 | 7.97% | 672,497 | 98,620 | 17.2% | $444.97万 | 加仓 |
| DFGX | DIMENSIONAL ETF TRUST | $3,248.26万 | 8.53% | 619,301 | 34,807 | 6.0% | $182.56万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $3,626.21万 | 9.52% | 933,147 | -1,389 | -0.1% | -$5.40万 | 减仓 |