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 |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | $257.96万 | 0.60% | 12,892 | 6,485 | 101.2% | $129.76万 | 加仓 |
| AVUS | AMERICAN CENTY ETF TR | $266.74万 | 0.62% | 20,826 | 0 | 0.0% | — | 不变 |
| VEA | VANGUARD TAX-MANAGED FDS | $269.25万 | 0.62% | 37,789 | -1,193 | -3.1% | -$8.50万 | 减仓 |
| IGIB | ISHARES TR | $270.16万 | 0.63% | 50,810 | -461 | -0.9% | -$2.45万 | 减仓 |
| VTIP | VANGUARD MALVERN FDS | $337.81万 | 0.78% | 67,252 | 187 | 0.3% | $9,393 | 加仓 |
| VTI | VANGUARD INDEX FDS | $374.53万 | 0.87% | 10,121 | 5,281 | 109.1% | $195.43万 | 加仓 |
| QQQ | INVESCO QQQ TR | $408.29万 | 0.95% | 5,544 | 4,973 | 870.9% | $366.24万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $484.94万 | 1.13% | 69,376 | -2,393 | -3.3% | -$16.73万 | 减仓 |
| JMUB | J P MORGAN EXCHANGE TRADED F | $508.81万 | 1.18% | 100,446 | 2,296 | 2.3% | $11.63万 | 加仓 |
| SUB | ISHARES TR | $524.10万 | 1.22% | 49,225 | 652 | 1.3% | $6.94万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $650.33万 | 1.51% | 55,741 | 200 | 0.4% | $2.33万 | 加仓 |
| MUB | ISHARES TR | $705.96万 | 1.64% | 65,597 | -1,183 | -1.8% | -$12.73万 | 减仓 |
| DISV | DIMENSIONAL ETF TRUST | $894.92万 | 2.08% | 223,006 | -6,068 | -2.6% | -$24.35万 | 减仓 |
| AAPL | APPLE INC | $938.17万 | 2.18% | 32,422 | 1,062 | 3.4% | $30.73万 | 加仓 |
| MDYV | SPDR SERIES TRUST | $1,047.98万 | 2.43% | 110,488 | -6,428 | -5.5% | -$60.97万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $1,248.89万 | 2.90% | 321,963 | -15,936 | -4.7% | -$61.82万 | 减仓 |
| DFUS | DIMENSIONAL ETF TRUST | $1,412.15万 | 3.28% | 172,340 | -3,141 | -1.8% | -$25.74万 | 减仓 |
| AVUV | AMERICAN CENTY ETF TR | $1,424.23万 | 3.30% | 114,158 | -6,759 | -5.6% | -$84.32万 | 减仓 |
| AVDV | AMERICAN CENTY ETF TR | $1,433.93万 | 3.33% | 139,149 | -4,239 | -3.0% | -$43.68万 | 减仓 |
| DFGR | DIMENSIONAL ETF TRUST | $1,792.23万 | 4.16% | 618,649 | 10,483 | 1.7% | $30.37万 | 加仓 |
| DFAI | DIMENSIONAL ETF TRUST | $1,907.83万 | 4.43% | 462,505 | 22,591 | 5.1% | $93.19万 | 加仓 |
| DFIC | DIMENSIONAL ETF TRUST | $2,151.80万 | 4.99% | 577,510 | -3,274 | -0.6% | -$12.20万 | 减仓 |
| DFEM | DIMENSIONAL ETF TRUST | $2,237.46万 | 5.19% | 550,557 | -10,852 | -1.9% | -$44.10万 | 减仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $2,435.83万 | 5.65% | 412,992 | 13,026 | 3.3% | $76.83万 | 加仓 |
| DFGX | DIMENSIONAL ETF TRUST | $3,406.70万 | 7.90% | 635,640 | 16,339 | 2.6% | $87.57万 | 加仓 |
| DFAU | DIMENSIONAL ETF TRUST | $3,662.42万 | 8.50% | 708,536 | 36,039 | 5.4% | $186.29万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $4,124.78万 | 9.57% | 929,843 | -3,304 | -0.4% | -$14.66万 | 减仓 |