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 |
|---|---|---|---|---|---|---|---|---|
| MBLY | MOBILEYE GLOBAL INC | $0 | 0.00% | 0 | -87 | -100.0% | -$909 | 清仓 |
| SFNC | SIMMONS 1ST NATL CORP | $0 | 0.00% | 0 | -46 | -100.0% | -$868 | 清仓 |
| NSP | INSPERITY INC | $0 | 0.00% | 0 | -20 | -100.0% | -$775 | 清仓 |
| — | CITY OFFICE REIT INC | $0 | 0.00% | 0 | -110 | -100.0% | -$769 | 清仓 |
| CAG | CONAGRA BRANDS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | TELEFONICA S A | $0 | 0.00% | 0 | -181 | -100.0% | -$734 | 清仓 |
| — | TREEHOUSE FOODS INC | $0 | 0.00% | 0 | -31 | -100.0% | -$732 | 清仓 |
| AMPH | AMPHASTAR PHARMACEUTICALS IN | $0 | 0.00% | 0 | -26 | -100.0% | -$697 | 清仓 |
| BBWI | BATH & BODY WORKS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| DRVN | DRIVEN BRANDS HLDGS INC | $0 | 0.00% | 0 | -46 | -100.0% | -$682 | 清仓 |
| DJT | TRUMP MEDIA & TECHNOLOGY GRO | $0 | 0.00% | 0 | -51 | -100.0% | -$676 | 清仓 |
| CNXC | CONCENTRIX CORP | $0 | 0.00% | 0 | -16 | -100.0% | -$666 | 清仓 |
| REYN | REYNOLDS CONSUMER PRODS INC | $0 | 0.00% | 0 | -29 | -100.0% | -$665 | 清仓 |
| KLC | KINDERCARE LEARNING COMPANIE | $0 | 0.00% | 0 | -149 | -100.0% | -$644 | 清仓 |
| TFSL | TFS FINL CORP | $0 | 0.00% | 0 | -47 | -100.0% | -$629 | 清仓 |
| ZIP | ZIPRECRUITER INC | $0 | 0.00% | 0 | -159 | -100.0% | -$621 | 清仓 |
| PRGO | PERRIGO CO PLC | $0 | 0.00% | 0 | -44 | -100.0% | -$613 | 清仓 |
| ENOV | ENOVIS CORPORATION | $0 | 0.00% | 0 | -23 | -100.0% | -$613 | 清仓 |
| KELYA | KELLY SVCS INC | $0 | 0.00% | 0 | -69 | -100.0% | -$608 | 清仓 |
| — | BCB BANCORP INC | $0 | 0.00% | 0 | -70 | -100.0% | -$565 | 清仓 |
| — | VIVID SEATS INC | $0 | 0.00% | 0 | -77 | -100.0% | -$556 | 清仓 |
| FBIN | FORTUNE BRANDS INNOVATIONS I | $0 | 0.00% | 0 | -11 | -100.0% | -$551 | 清仓 |
| GO | GROCERY OUTLET HLDG CORP | $0 | 0.00% | 0 | -53 | -100.0% | -$536 | 清仓 |
| ARCT | ARCTURUS THERAPEUTICS HLDGS | $0 | 0.00% | 0 | -87 | -100.0% | -$534 | 清仓 |
| MTN | VAIL RESORTS INC | $0 | 0.00% | 0 | -4 | -100.0% | -$532 | 清仓 |
| BDN | BRANDYWINE RLTY TR | $0 | 0.00% | 0 | -181 | -100.0% | -$529 | 清仓 |
| XLRE | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | -13 | -100.0% | -$525 | 清仓 |
| — | ALIGHT INC | $0 | 0.00% | 0 | -265 | -100.0% | -$517 | 清仓 |
| AMP | AMERIPRISE FINL INC | $0 | 0.00% | 0 | -1 | -100.0% | -$491 | 清仓 |
| PENG | PENGUIN SOLUTIONS INC | $0 | 0.00% | 0 | -25 | -100.0% | -$489 | 清仓 |
| SRI | STONERIDGE INC | $0 | 0.00% | 0 | -84 | -100.0% | -$487 | 清仓 |
| ACHC | ACADIA HEALTHCARE COMPANY IN | $0 | 0.00% | 0 | -34 | -100.0% | -$483 | 清仓 |
| — | NEUBERGER REAL ESTATE | $0 | 0.00% | 0 | -150 | -100.0% | -$456 | 清仓 |
| — | SPOK HLDGS INC | $0 | 0.00% | 0 | -34 | -100.0% | -$449 | 清仓 |
| — | WALDENCAST PLC | $0 | 0.00% | 0 | -235 | -100.0% | -$442 | 清仓 |
| — | MEDIFAST INC | $0 | 0.00% | 0 | -41 | -100.0% | -$438 | 清仓 |
| SDGR | SCHRODINGER INC | $0 | 0.00% | 0 | -23 | -100.0% | -$412 | 清仓 |
| MBC | MASTERBRAND INC | $0 | 0.00% | 0 | -31 | -100.0% | -$343 | 清仓 |
| — | XILIO THERAPEUTICS INC | $0 | 0.00% | 0 | -310 | -100.0% | -$199 | 清仓 |
| EQH | EQUITABLE HLDGS INC | $0 | 0.00% | 0 | -3 | -100.0% | -$143 | 清仓 |
| — | NET POWER INC | $0 | 0.00% | 0 | -50 | -100.0% | -$114 | 清仓 |
| VNQ | VANGUARD INDEX FDS | $0 | 0.00% | 0 | -1 | -100.0% | -$89 | 清仓 |
| — | COMERICA INC | $0 | 0.00% | 0 | -1 | -100.0% | -$87 | 清仓 |
| APTV | APTIV PLC | $0 | 0.00% | 0 | -1 | -100.0% | -$77 | 清仓 |
| EFV | ISHARES TR | $0 | 0.00% | 0 | -1 | -100.0% | -$72 | 清仓 |
| FNDE | SCHWAB STRATEGIC TR | $0 | 0.00% | 0 | -1 | -100.0% | -$37 | 清仓 |
| — | XEROX HOLDINGS CORP | $13 | 0.00% | 141 | 141 | — | $13 | 新建仓 |
| — | TILRAY BRANDS INC | $33 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| — | AURORA CANNABIS INC | $33 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| UHAL | U HAUL HOLDING COMPANY | $48 | 0.00% | 1 | -33 | -97.1% | -$1,584 | 减仓 |
| SWKS | SKYWORKS SOLUTIONS INC | $54 | 0.00% | 1 | -10 | -90.9% | -$540 | 减仓 |
| MAN | MANPOWERGROUP INC WIS | $59 | 0.00% | 2 | -119 | -98.3% | -$3,510 | 减仓 |
| — | BRIDGER AEROSPACE GRP HLDGS | $60 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| HOG | HARLEY DAVIDSON INC | $61 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| DXCM | DEXCOM INC | $63 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| MAGN | MAGNERA CORP | $67 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| MTX | MINERALS TECHNOLOGIES INC | $71 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| CMP | COMPASS MINERALS INTL INC | $71 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| UA | UNDER ARMOUR INC | $76 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| KMX | CARMAX INC | $84 | 0.00% | 2 | -40 | -95.2% | -$1,680 | 减仓 |
| HIMS | HIMS & HERS HEALTH INC | $84 | 0.00% | 4 | -16 | -80.0% | -$336 | 减仓 |
| TDOC | TELADOC HEALTH INC | $93 | 0.00% | 17 | -192 | -91.9% | -$1,050 | 减仓 |
| IRM | IRON MTN INC DEL | $103 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| FRT | FEDERAL RLTY INVT TR NEW | $107 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| ORA | ORMAT TECHNOLOGIES INC | $112 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| — | SEALED AIR CORP NEW | $127 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| ANGI | ANGI INC | $131 | 0.00% | 19 | 0 | 0.0% | — | 不变 |
| FLEX | FLEXTRONICS INTL LTD | $131 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| SOUN | SOUNDHOUND AI INC | $138 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| FLS | FLOWSERVE CORP | $148 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| CDP | COPT DEFENSE PROPERTIES | $153 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| SAN | BANCO SANTANDER SA | $158 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| BEN | FRANKLIN RESOURCES INC | $166 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| MRP | MILLROSE PPTYS INC | $168 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| HST | HOST HOTELS & RESORTS INC | $173 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| KDP | KEURIG DR PEPPER INC | $185 | 0.00% | 7 | 2 | 40.0% | $53 | 加仓 |
| NXPI | NXP SEMICONDUCTORS N V | $197 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| BATRK | ATLANTA BRAVES HLDGS INC | $214 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| BALL | BALL CORP | $237 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| BGS | B & G FOODS INC | $265 | 0.00% | 55 | 0 | 0.0% | — | 不变 |
| — | CLEAR CHANNEL OUTDOOR HLDGS | $278 | 0.00% | 117 | 0 | 0.0% | — | 不变 |
| NTRS | NORTHERN TR CORP | $280 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| NI | NISOURCE INC | $280 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| HLT | HILTON WORLDWIDE HLDGS INC | $305 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| YEXT | YEXT INC | $323 | 0.00% | 84 | 0 | 0.0% | — | 不变 |
| — | AMERICAN VANGUARD CORP | $332 | 0.00% | 133 | -1,306 | -90.8% | -$3,260 | 减仓 |
| — | SERVICE PPTYS TR | $364 | 0.00% | 268 | 0 | 0.0% | — | 不变 |
| MFA | MFA FINL INC | $374 | 0.00% | 39 | 0 | 0.0% | — | 不变 |
| DRI | DARDEN RESTAURANTS INC | $393 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| WDFC | WD 40 CO | $408 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| KROS | KEROS THERAPEUTICS INC | $431 | 0.00% | 39 | 0 | 0.0% | — | 不变 |
| — | CLIPPER RLTY INC | $435 | 0.00% | 144 | 0 | 0.0% | — | 不变 |
| PAYO | PAYONEER GLOBAL INC | $464 | 0.00% | 96 | 0 | 0.0% | — | 不变 |
| — | PROSHARES TR | $465 | 0.00% | 30 | 30 | — | $465 | 新建仓 |
| CRSP | CRISPR THERAPEUTICS AG | $476 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| OPCH | OPTION CARE HEALTH INC | $485 | 0.00% | 18 | 0 | 0.0% | — | 不变 |
| SPOT | SPOTIFY TECHNOLOGY S A | $485 | 0.00% | 1 | 1 | — | $485 | 新建仓 |
| SMG | SCOTTS MIRACLE-GRO CO | $487 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| LAD | LITHIA MTRS INC | $500 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| WHD | CACTUS INC | $522 | 0.00% | 11 | 0 | 0.0% | — | 不变 |