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 |
|---|---|---|---|---|---|---|---|---|
| MARA | MARA HOLDINGS INC | $531 | 0.00% | 65 | 65 | — | $531 | 新建仓 |
| HPP | HUDSON PACIFIC PROPERTIES IN | $532 | 0.00% | 90 | 90 | — | $532 | 新建仓 |
| VCEL | VERICEL CORP | $547 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| PHIN | PHINIA INC | $548 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| BEAM | BEAM THERAPEUTICS INC | $549 | 0.00% | 23 | 0 | 0.0% | — | 不变 |
| TAP | MOLSON COORS BEVERAGE CO | $560 | 0.00% | 13 | -47 | -78.3% | -$2,025 | 减仓 |
| RC | READY CAPITAL CORP | $567 | 0.00% | 350 | -281 | -44.5% | -$455 | 减仓 |
| JHX | JAMES HARDIE INDS PLC | $569 | 0.00% | 30 | 6 | 25.0% | $114 | 重新持有 |
| EXP | EAGLE MATLS INC | $569 | 0.00% | 3 | 3 | — | $569 | 新建仓 |
| SAIC | SCIENCE APPLICATIONS INTL CO | $570 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| SMPL | SIMPLY GOOD FOODS CO | $574 | 0.00% | 40 | -145 | -78.4% | -$2,081 | 减仓 |
| BFAM | BRIGHT HORIZONS FAM SOL IN D | $575 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| DEA | EASTERLY GOVT PPTYS INC | $579 | 0.00% | 27 | 0 | 0.0% | — | 不变 |
| UVV | UNIVERSAL CORP VA MTNS BK EN | $580 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| VRNS | VARONIS SYS INC | $580 | 0.00% | 27 | -12 | -30.8% | -$258 | 重新持有 |
| CUBE | CUBESMART | $587 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| AMH | AMERICAN HOMES 4 RENT | $587 | 0.00% | 21 | 21 | — | $587 | 新建仓 |
| NLY | ANNALY CAPITAL MANAGEMENT IN | $593 | 0.00% | 28 | 0 | 0.0% | — | 不变 |
| WK | WORKIVA INC | $597 | 0.00% | 10 | -13 | -56.5% | -$776 | 减仓 |
| DLB | DOLBY LABORATORIES INC | $601 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| CPB | THE CAMPBELLS COMPANY | $602 | 0.00% | 27 | -113 | -80.7% | -$2,519 | 减仓 |
| XYZ | BLOCK INC | $602 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| IOT | SAMSARA INC | $603 | 0.00% | 19 | -89 | -82.4% | -$2,825 | 减仓 |
| TTEK | TETRA TECH INC NEW | $603 | 0.00% | 20 | -45 | -69.2% | -$1,357 | 减仓 |
| AVA | AVISTA CORP | $603 | 0.00% | 15 | -10 | -40.0% | -$402 | 减仓 |
| PRG | PROG HOLDINGS INC | $603 | 0.00% | 21 | 0 | 0.0% | — | 不变 |
| SNOW | SNOWFLAKE INC | $604 | 0.00% | 4 | 4 | — | $604 | 新建仓 |
| CCC | CCC INTELLIGENT SOLUTIONS HL | $606 | 0.00% | 101 | -84 | -45.4% | -$504 | 减仓 |
| CRSR | CORSAIR GAMING INC | $611 | 0.00% | 110 | 110 | — | $611 | 新建仓 |
| WEX | WEX INC | $613 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| APAM | ARTISAN PARTNERS ASSET MGMT | $619 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| CLX | CLOROX CO DEL | $622 | 0.00% | 6 | -1 | -14.3% | -$104 | 减仓 |
| RITM | RITHM CAPITAL CORP | $626 | 0.00% | 66 | -324 | -83.1% | -$3,073 | 减仓 |
| APPF | APPFOLIO INC | $632 | 0.00% | 4 | -22 | -84.6% | -$3,476 | 减仓 |
| IT | GARTNER INC | $634 | 0.00% | 4 | -58 | -93.5% | -$9,193 | 减仓 |
| AVNW | AVIAT NETWORKS INC | $634 | 0.00% | 28 | -15 | -34.9% | -$340 | 减仓 |
| IPAR | INTERPARFUMS INC | $636 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| QGEN | QIAGEN NV | $641 | 0.00% | 16 | 16 | — | $641 | 新建仓 |
| LKQ | LKQ CORP | $647 | 0.00% | 22 | -118 | -84.3% | -$3,470 | 减仓 |
| AMBP | ARDAGH METAL PACKAGING S A | $648 | 0.00% | 160 | 0 | 0.0% | — | 不变 |
| ARE | ALEXANDRIA REAL ESTATE EQ IN | $650 | 0.00% | 14 | -163 | -92.1% | -$7,568 | 重新持有 |
| VAC | MARRIOTT VACATIONS WORLDWIDE | $652 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| LPX | LOUISIANA PAC CORP | $655 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| TTAM | TITAN AMER SA | $660 | 0.00% | 44 | 0 | 0.0% | — | 不变 |
| WY | WEYERHAEUSER CO | $660 | 0.00% | 27 | 0 | 0.0% | — | 不变 |
| GRNT | GRANITE RIDGE RESOURCES INC | $664 | 0.00% | 113 | 113 | — | $664 | 新建仓 |
| SITE | SITEONE LANDSCAPE SUPPLY INC | $666 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| ARR | ARMOUR RESIDENTIAL REIT INC | $668 | 0.00% | 40 | 0 | 0.0% | — | 不变 |
| BCC | BOISE CASCADE CO DEL | $683 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| KNSL | KINSALE CAP GROUP INC | $684 | 0.00% | 2 | -4 | -66.7% | -$1,368 | 减仓 |
| NPK | NATIONAL PRESTO INDS INC | $686 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| SBAC | SBA COMMUNICATIONS CORP | $689 | 0.00% | 4 | 3 | 300.0% | $517 | 重新持有 |
| TRU | TRANSUNION | $692 | 0.00% | 10 | -1 | -9.1% | -$69 | 减仓 |
| STNE | STONECO LTD | $692 | 0.00% | 49 | 0 | 0.0% | — | 不变 |
| KFY | KORN FERRY | $693 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| PFSI | PENNYMAC FINL SVCS INC NEW | $700 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| MPT | MEDICAL PROPERTIES TRUST INC | $700 | 0.00% | 151 | 0 | 0.0% | — | 不变 |
| — | FIRST NATL CORP VA | $700 | 0.00% | 26 | 0 | 0.0% | — | 不变 |
| NTCT | NETSCOUT SYS INC | $700 | 0.00% | 22 | 0 | 0.0% | — | 不变 |
| — | LEGGETT & PLATT INC | $702 | 0.00% | 71 | 0 | 0.0% | — | 不变 |
| CCK | CROWN HLDGS INC | $702 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| SHC | SOTERA HEALTH CO | $703 | 0.00% | 49 | 0 | 0.0% | — | 不变 |
| SAIA | SAIA INC | $703 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| ENTG | ENTEGRIS INC | $704 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| HLMN | HILLMAN SOLUTIONS CORP | $708 | 0.00% | 85 | 0 | 0.0% | — | 不变 |
| IMKTA | INGLES MKTS INC | $720 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| GIC | GLOBAL INDUSTRIAL COMPANY | $725 | 0.00% | 23 | 0 | 0.0% | — | 不变 |
| GXO | GXO LOGISTICS INCORPORATED | $726 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| FUN | SIX FLAGS ENTERTAINMENT CORP | $728 | 0.00% | 41 | 0 | 0.0% | — | 不变 |
| CLVT | CLARIVATE PLC | $729 | 0.00% | 288 | 288 | — | $729 | 新建仓 |
| DEC | DIVERSIFIED ENERGY CO | $733 | 0.00% | 42 | 42 | — | $733 | 新建仓 |
| AEO | AMERICAN EAGLE OUTFITTERS IN | $735 | 0.00% | 44 | 0 | 0.0% | — | 不变 |
| BMRN | BIOMARIN PHARMACEUTICAL INC | $735 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| GLPI | GAMING & LEISURE P | $755 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| VRSK | VERISK ANALYTICS INC | $759 | 0.00% | 4 | -37 | -90.2% | -$7,021 | 减仓 |
| MLYS | MINERALYS THERAPEUTICS INC | $759 | 0.00% | 28 | 0 | 0.0% | — | 不变 |
| ARES | ARES MANAGEMENT CORPORATION | $764 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| GIII | G III APPAREL GROUP LTD | $776 | 0.00% | 28 | 0 | 0.0% | — | 不变 |
| CMRE | COSTAMARE INC | $778 | 0.00% | 46 | 0 | 0.0% | — | 不变 |
| IVZ | INVESCO LTD | $802 | 0.00% | 33 | 0 | 0.0% | — | 不变 |
| LW | LAMB WESTON HLDGS INC | $803 | 0.00% | 19 | 0 | 0.0% | — | 不变 |
| LVS | LAS VEGAS SANDS CORP | $809 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| NTGR | NETGEAR INC | $809 | 0.00% | 37 | 0 | 0.0% | — | 不变 |
| ZBH | ZIMMER BIOMET HOLDINGS INC | $814 | 0.00% | 9 | -49 | -84.5% | -$4,432 | 减仓 |
| VOOG | VANGUARD ADMIRAL FDS INC | $822 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| IRTC | IRHYTHM HOLDINGS INC | $827 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| OMC | OMNICOM GROUP INC | $829 | 0.00% | 11 | 9 | 450.0% | $678 | 加仓 |
| — | HOLOGIC INC | $832 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| HE | HAWAIIAN ELEC INDS INC MTN B | $832 | 0.00% | 56 | 0 | 0.0% | — | 不变 |
| PLMR | PALOMAR HLDGS INC | $837 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| PODD | INSULET CORP | $840 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| TG | TREDEGAR CORP | $859 | 0.00% | 108 | 0 | 0.0% | — | 不变 |
| NTST | NETSTREIT CORP | $867 | 0.00% | 46 | 46 | — | $867 | 新建仓 |
| LZB | LA Z BOY INC | $868 | 0.00% | 27 | 0 | 0.0% | — | 不变 |
| CMPR | CIMPRESS PLC | $876 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| OSK | OSHKOSH CORP | $884 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| MSEX | MIDDLESEX WTR CO | $885 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| CFFN | CAPITOL FED FINL INC | $885 | 0.00% | 124 | 0 | 0.0% | — | 不变 |
| ARCB | ARCBEST CORP | $886 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| VOYA | VOYA FINANCIAL INC | $889 | 0.00% | 13 | 0 | 0.0% | — | 不变 |