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 |
|---|---|---|---|---|---|---|---|---|
| CLDX | CELLDEX THERAPEUTICS INC NEW | $889 | 0.00% | 28 | 0 | 0.0% | — | 不变 |
| NXRT | NEXPOINT RESIDENTIAL TR INC | $900 | 0.00% | 36 | 0 | 0.0% | — | 不变 |
| MAS | MASCO CORP | $906 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| OMF | ONEMAIN HLDGS INC | $910 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| WS | WORTHINGTON STL INC | $911 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| MP | MP MATERIALS CORP | $917 | 0.00% | 19 | 0 | 0.0% | — | 不变 |
| UFPI | UFP INDUSTRIES INC | $922 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| POWI | POWER INTEGRATIONS INC | $922 | 0.00% | 18 | 0 | 0.0% | — | 不变 |
| DMC | FRESH DEL MONTE PRODUCE INC | $926 | 0.00% | 23 | 0 | 0.0% | — | 不变 |
| IDYA | IDEAYA BIOSCIENCES INC | $933 | 0.00% | 28 | 0 | 0.0% | — | 不变 |
| FWONA | LIBERTY MEDIA CORP DEL | $937 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| TW | TRADEWEB MKTS INC | $942 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| MSGE | MADISON SQUARE GARDEN ENTMT | $943 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| NTB | BANK OF N T BUTTERFIELD & SO | $945 | 0.00% | 18 | 0 | 0.0% | — | 不变 |
| ALX | ALEXANDERS INC | $945 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| ROKU | ROKU INC | $947 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| GNL | GLOBAL NET LEASE INC | $965 | 0.00% | 103 | 0 | 0.0% | — | 不变 |
| GLIBK | GCI LIBERTY INC | $968 | 0.00% | 26 | -6 | -18.8% | -$223 | 减仓 |
| NMAX | NEWSMAX INC | $971 | 0.00% | 186 | 186 | — | $971 | 新建仓 |
| TTD | THE TRADE DESK INC | $976 | 0.00% | 43 | -1 | -2.3% | -$23 | 减仓 |
| CPT | CAMDEN PPTY TR | $977 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| DOX | AMDOCS LTD | $979 | 0.00% | 15 | -7 | -31.8% | -$457 | 减仓 |
| LCID | LUCID GROUP INC | $992 | 0.00% | 104 | -45 | -30.2% | -$429 | 减仓 |
| GPI | GROUP 1 AUTOMOTIVE INC | $992 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| MORN | MORNINGSTAR INC | $1,015 | 0.00% | 6 | -17 | -73.9% | -$2,876 | 减仓 |
| FIBK | FIRST INTST BANCSYSTEM INC | $1,036 | 0.00% | 31 | 0 | 0.0% | — | 不变 |
| VSNT | VERSANT MEDIA GROUP INC | $1,037 | 0.00% | 28 | 28 | — | $1,037 | 新建仓 |
| CBU | COMMUNITY FINANCIAL SYSTEM I | $1,056 | 0.00% | 18 | 0 | 0.0% | — | 不变 |
| AWR | AMER STATES WTR CO | $1,059 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| RAMP | LIVERAMP HLDGS INC | $1,061 | 0.00% | 40 | -43 | -51.8% | -$1,141 | 减仓 |
| — | DLH HLDGS CORP | $1,066 | 0.00% | 183 | 0 | 0.0% | — | 不变 |
| GBCI | GLACIER BANCORP INC NEW | $1,073 | 0.00% | 24 | 0 | 0.0% | — | 不变 |
| ANDE | ANDERSONS INC | $1,077 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| NWL | NEWELL BRANDS INC | $1,081 | 0.00% | 315 | -198 | -38.6% | -$679 | 减仓 |
| PSA | PUBLIC STORAGE OPER CO | $1,084 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| ABUS | ARBUTUS BIOPHARMA CORP | $1,089 | 0.00% | 242 | 0 | 0.0% | — | 不变 |
| SAFT | SAFETY INS GROUP INC | $1,090 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| LQDT | LIQUIDITY SVCS INC | $1,101 | 0.00% | 36 | 0 | 0.0% | — | 不变 |
| DLX | DELUXE CORP MEDIUM TERM NTS | $1,102 | 0.00% | 40 | 0 | 0.0% | — | 不变 |
| CVBF | CVB FINL CORP | $1,106 | 0.00% | 57 | 0 | 0.0% | — | 不变 |
| JKHY | HENRY JACK & ASSOC INC | $1,107 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| ADTN | ADTRAN HOLDINGS INC | $1,108 | 0.00% | 88 | 0 | 0.0% | — | 不变 |
| SARO | STANDARDAERO INC | $1,111 | 0.00% | 43 | -15 | -25.9% | -$388 | 减仓 |
| HAS | HASBRO INC | $1,124 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| DXYZ | DESTINY TECH100 INC | $1,125 | 0.00% | 42 | 42 | — | $1,125 | 新建仓 |
| CBSH | COMMERCE BANCSHARES INC | $1,132 | 0.00% | 23 | -10 | -30.3% | -$492 | 减仓 |
| BHVN | BIOHAVEN LTD | $1,134 | 0.00% | 134 | 0 | 0.0% | — | 不变 |
| REG | REGENCY CTRS CORP | $1,135 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| — | HERTZ GLOBAL HLDGS INC | $1,140 | 0.00% | 500 | 500 | — | $1,140 | 新建仓 |
| INVA | INNOVIVA INC | $1,142 | 0.00% | 49 | 0 | 0.0% | — | 不变 |
| BIPC | BROOKFIELD INFRASTRUCTURE CO | $1,147 | 0.00% | 29 | -1 | -3.3% | -$40 | 减仓 |
| GTLB | GITLAB INC | $1,147 | 0.00% | 53 | 53 | — | $1,147 | 新建仓 |
| VO | VANGUARD INDEX FDS | $1,149 | 0.00% | 4 | -55 | -93.2% | -$1.58万 | 减仓 |
| EL | LAUDER ESTEE COS INC | $1,149 | 0.00% | 16 | -29 | -64.4% | -$2,083 | 减仓 |
| JBLU | JETBLUE AIRWAYS CORP | $1,154 | 0.00% | 261 | 0 | 0.0% | — | 不变 |
| MD | PEDIATRIX MEDICAL GROUP INC | $1,156 | 0.00% | 54 | 0 | 0.0% | — | 不变 |
| ALV | AUTOLIV INC | $1,157 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| SPT | SPROUT SOCIAL INC | $1,163 | 0.00% | 204 | -239 | -54.0% | -$1,363 | 重新持有 |
| FMBH | FIRST MID BANCSHARES INC | $1,195 | 0.00% | 29 | 0 | 0.0% | — | 不变 |
| FELE | FRANKLIN ELEC INC | $1,199 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| FOXF | FOX FACTORY HLDG CORP | $1,202 | 0.00% | 73 | -44 | -37.6% | -$724 | 减仓 |
| DECK | DECKERS OUTDOOR CORP | $1,202 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| TBI | TRUEBLUE INC | $1,205 | 0.00% | 308 | 193 | 167.8% | $755 | 加仓 |
| RAL | RALLIANT CORP | $1,207 | 0.00% | 29 | 21 | 262.5% | $874 | 加仓 |
| COO | COOPER COS INC | $1,216 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| WRLD | WORLD ACCEP CORPORATION | $1,216 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| LYV | LIVE NATION ENTERTAINMENT IN | $1,221 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| PTEN | PATTERSON-UTI ENERGY INC | $1,224 | 0.00% | 113 | 0 | 0.0% | — | 不变 |
| HWKN | HAWKINS INC | $1,229 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| HLIO | HELIOS TECHNOLOGIES INC | $1,230 | 0.00% | 19 | 0 | 0.0% | — | 不变 |
| — | ACRES COMMERCIAL REALTY CORP | $1,237 | 0.00% | 64 | 10 | 18.5% | $193 | 加仓 |
| RELL | RICHARDSON ELECTRS LTD | $1,249 | 0.00% | 114 | 0 | 0.0% | — | 不变 |
| SOFI | SOFI TECHNOLOGIES INC | $1,255 | 0.00% | 79 | 0 | 0.0% | — | 不变 |
| SHOO | MADDEN STEVEN LTD | $1,256 | 0.00% | 37 | 0 | 0.0% | — | 不变 |
| CXT | CRANE NXT CO | $1,259 | 0.00% | 31 | -83 | -72.8% | -$3,371 | 减仓 |
| AXGN | AXOGEN INC | $1,259 | 0.00% | 38 | 0 | 0.0% | — | 不变 |
| AA | ALCOA CORP | $1,261 | 0.00% | 19 | 0 | 0.0% | — | 不变 |
| BDC | BELDEN INC | $1,264 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| HWC | HANCOCK WHITNEY CORPORATION | $1,272 | 0.00% | 20 | -39 | -66.1% | -$2,480 | 减仓 |
| III | INFORMATION SVCS GROUP INC | $1,283 | 0.00% | 334 | 0 | 0.0% | — | 不变 |
| DCOM | DIME CMNTY BANCSHARES INC | $1,286 | 0.00% | 38 | 0 | 0.0% | — | 不变 |
| OLLI | OLLIES BARGAIN OUTLET HLDGS | $1,289 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| NOVT | NOVANTA INC | $1,300 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| PBH | PRESTIGE CONSMR HEALTHCARE I | $1,304 | 0.00% | 22 | -1 | -4.3% | -$59 | 减仓 |
| AIZ | ASSURANT INC | $1,307 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| DG | DOLLAR GEN CORP | $1,307 | 0.00% | 11 | 11 | — | $1,307 | 新建仓 |
| XRAY | DENTSPLY SIRONA INC | $1,311 | 0.00% | 113 | -147 | -56.5% | -$1,705 | 减仓 |
| CNK | CINEMARK HLDGS INC | $1,312 | 0.00% | 46 | 0 | 0.0% | — | 不变 |
| PEN | PENUMBRA INC | $1,314 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| — | OCCIDENTAL PETE CORP | $1,330 | 0.00% | 31 | 0 | 0.0% | — | 不变 |
| NNN | NNN REIT INC | $1,345 | 0.00% | 32 | 0 | 0.0% | — | 不变 |
| GWRE | GUIDEWIRE SOFTWARE INC | $1,347 | 0.00% | 9 | -1 | -10.0% | -$150 | 减仓 |
| XEL | XCEL ENERGY INC | $1,351 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| GLRE | GREENLIGHT CAP RE LTD | $1,366 | 0.00% | 79 | 0 | 0.0% | — | 不变 |
| SCHD | SCHWAB STRATEGIC TR | $1,367 | 0.00% | 45 | 1 | 2.3% | $30 | 加仓 |
| HPK | HIGHPEAK ENERGY INC | $1,367 | 0.00% | 198 | 198 | — | $1,367 | 新建仓 |
| — | DIAMOND HILL INVT GROUP INC | $1,377 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| MAT | MATTEL INC | $1,453 | 0.00% | 100 | -1 | -1.0% | -$15 | 减仓 |
| PBI | PITNEY BOWES INC | $1,459 | 0.00% | 132 | 0 | 0.0% | — | 不变 |
| DOV | DOVER CORP | $1,460 | 0.00% | 7 | 0 | 0.0% | — | 不变 |