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 |
|---|---|---|---|---|---|---|---|---|
| GKOS | GLAUKOS CORP | $2,237 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| MATV | MATIV HOLDINGS INC | $2,249 | 0.00% | 297 | 0 | 0.0% | — | 不变 |
| ITRI | ITRON INC | $2,250 | 0.00% | 26 | -1 | -3.7% | -$87 | 减仓 |
| SEI | SOLARIS ENERGY INFRAS INC | $2,253 | 0.00% | 28 | 0 | 0.0% | — | 不变 |
| INDB | INDEPENDENT BK CORP MASS | $2,261 | 0.00% | 27 | 0 | 0.0% | — | 不变 |
| — | AMPLIFY ENERGY CORP NEW | $2,265 | 0.00% | 569 | 0 | 0.0% | — | 不变 |
| XNCR | XENCOR INC | $2,271 | 0.00% | 141 | 0 | 0.0% | — | 不变 |
| CG | CARLYLE GROUP INC | $2,274 | 0.00% | 54 | 0 | 0.0% | — | 不变 |
| GABC | GERMAN AMERN BANCORP INC | $2,279 | 0.00% | 48 | 0 | 0.0% | — | 不变 |
| UNFI | UNITED NAT FOODS INC | $2,284 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| SMPL | SIMPLY GOOD FOODS CO | $2,285 | 0.00% | 172 | 132 | 330.0% | $1,754 | 加仓 |
| PHR | PHREESIA INC | $2,285 | 0.00% | 222 | 222 | — | $2,285 | 新建仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $2,290 | 0.00% | 3 | 3 | — | $2,290 | 新建仓 |
| IONQ | IONQ INC | $2,291 | 0.00% | 43 | 43 | — | $2,291 | 新建仓 |
| SSB | SOUTHSTATE BK CORP | $2,298 | 0.00% | 23 | 0 | 0.0% | — | 不变 |
| DUOL | DUOLINGO INC | $2,301 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| BXMT | BLACKSTONE MORTGAGE TRUST IN | $2,306 | 0.00% | 136 | 0 | 0.0% | — | 不变 |
| UBER | UBER TECHNOLOGIES INC | $2,310 | 0.00% | 32 | -94 | -74.6% | -$6,786 | 减仓 |
| PBI | PITNEY BOWES INC | $2,313 | 0.00% | 132 | 0 | 0.0% | — | 不变 |
| RMR | RMR GROUP INC | $2,320 | 0.00% | 113 | 0 | 0.0% | — | 不变 |
| KRC | KILROY REALTY CORP | $2,324 | 0.00% | 62 | 0 | 0.0% | — | 不变 |
| NHC | NATIONAL HEALTHCARE CORP | $2,325 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| CWST | CASELLA WASTE SYS INC | $2,328 | 0.00% | 24 | -20 | -45.5% | -$1,940 | 减仓 |
| DT | DYNATRACE INC | $2,328 | 0.00% | 53 | -4 | -7.0% | -$176 | 减仓 |
| HRMY | HARMONY BIOSCIENCES HLDGS IN | $2,331 | 0.00% | 64 | 0 | 0.0% | — | 不变 |
| ASIC | ATEGRITY SPECIALTY IN CO HO | $2,332 | 0.00% | 97 | -92 | -48.7% | -$2,212 | 减仓 |
| FLO | FLOWERS FOODS INC | $2,378 | 0.00% | 301 | -465 | -60.7% | -$3,674 | 重新持有 |
| EFX | EQUIFAX INC | $2,381 | 0.00% | 15 | -14 | -48.3% | -$2,222 | 减仓 |
| HIW | HIGHWOODS PPTYS INC | $2,383 | 0.00% | 79 | 0 | 0.0% | — | 不变 |
| ALLY | ALLY FINL INC | $2,390 | 0.00% | 52 | 0 | 0.0% | — | 不变 |
| LRN | STRIDE INC | $2,415 | 0.00% | 28 | 0 | 0.0% | — | 不变 |
| TKO | TKO GROUP HOLDINGS INC | $2,416 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| OVV | OVINTIV INC | $2,422 | 0.00% | 46 | 0 | 0.0% | — | 不变 |
| CPRT | COPART INC | $2,425 | 0.00% | 86 | -197 | -69.6% | -$5,555 | 减仓 |
| RC | READY CAPITAL CORP | $2,428 | 0.00% | 1,387 | 1,037 | 296.3% | $1,815 | 加仓 |
| SMTC | SEMTECH CORP | $2,428 | 0.00% | 15 | 15 | — | $2,428 | 新建仓 |
| — | GATES INDL CORP PLC | $2,434 | 0.00% | 87 | 0 | 0.0% | — | 不变 |
| WAL | WESTERN ALLIANCE BANCORP | $2,466 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| TXT | TEXTRON INC | $2,477 | 0.00% | 27 | 0 | 0.0% | — | 不变 |
| WSBF | WATERSTONE FINL INC MD | $2,488 | 0.00% | 120 | 0 | 0.0% | — | 不变 |
| SMCI | SUPER MICRO COMPUTER INC | $2,494 | 0.00% | 85 | 0 | 0.0% | — | 不变 |
| WTTR | SELECT WATER SOLUTIONS INC | $2,518 | 0.00% | 126 | 0 | 0.0% | — | 不变 |
| SITE | SITEONE LANDSCAPE SUPPLY INC | $2,518 | 0.00% | 22 | 17 | 340.0% | $1,946 | 加仓 |
| BXP | BXP INC | $2,520 | 0.00% | 38 | 0 | 0.0% | — | 不变 |
| MDU | MDU RES GROUP INC | $2,524 | 0.00% | 119 | 0 | 0.0% | — | 不变 |
| ROCK | GIBRALTAR INDS INC | $2,526 | 0.00% | 56 | 28 | 100.0% | $1,263 | 重新持有 |
| VST | VISTRA CORP | $2,539 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| QXO | QXO INC | $2,541 | 0.00% | 147 | -109 | -42.6% | -$1,884 | 减仓 |
| ESRT | EMPIRE ST RLTY TR INC | $2,565 | 0.00% | 474 | 52 | 12.3% | $281 | 加仓 |
| SWX | SOUTHWEST GAS HLDGS INC | $2,572 | 0.00% | 29 | 0 | 0.0% | — | 不变 |
| LITE | LUMENTUM HLDGS INC | $2,575 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| COLD | AMERICOLD REALTY TRUST INC | $2,579 | 0.00% | 164 | 0 | 0.0% | — | 不变 |
| VRTS | VIRTUS INVT PARTNERS INC | $2,583 | 0.00% | 18 | 0 | 0.0% | — | 不变 |
| EXPO | EXPONENT INC | $2,586 | 0.00% | 44 | 0 | 0.0% | — | 不变 |
| — | NUVALENT INC | $2,594 | 0.00% | 21 | 1 | 5.0% | $124 | 加仓 |
| HXL | HEXCEL CORP NEW | $2,602 | 0.00% | 26 | 0 | 0.0% | — | 不变 |
| AEIS | ADVANCED ENERGY INDS | $2,611 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| CPRI | CAPRI HOLDINGS LIMITED | $2,637 | 0.00% | 142 | 0 | 0.0% | — | 不变 |
| ECHO | ECHOSTAR CORP | $2,639 | 0.00% | 26 | -51 | -66.2% | -$5,176 | 减仓 |
| KNSL | KINSALE CAP GROUP INC | $2,639 | 0.00% | 8 | 6 | 300.0% | $1,979 | 加仓 |
| UNF | UNIFIRST CORP MASS | $2,645 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| COO | COOPER COS INC | $2,654 | 0.00% | 37 | 20 | 117.6% | $1,435 | 加仓 |
| FENC | FENNEC PHARMACEUTICALS INC | $2,656 | 0.00% | 247 | -150 | -37.8% | -$1,613 | 减仓 |
| GATX | GATX CORP | $2,658 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| PD | PAGERDUTY INC | $2,674 | 0.00% | 277 | 0 | 0.0% | — | 不变 |
| PFGC | PERFORMANCE FOOD GROUP CO | $2,683 | 0.00% | 24 | 0 | 0.0% | — | 不变 |
| TAP | MOLSON COORS BEVERAGE CO | $2,689 | 0.00% | 69 | 56 | 430.8% | $2,182 | 加仓 |
| MATX | MATSON INC | $2,692 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| CTRE | CARETRUST REIT INC | $2,704 | 0.00% | 67 | 0 | 0.0% | — | 不变 |
| DOX | AMDOCS LTD | $2,730 | 0.00% | 54 | 39 | 260.0% | $1,972 | 加仓 |
| PBH | PRESTIGE CONSMR HEALTHCARE I | $2,742 | 0.00% | 58 | 36 | 163.6% | $1,702 | 加仓 |
| CAVA | CAVA GROUP INC | $2,747 | 0.00% | 35 | 0 | 0.0% | — | 不变 |
| CMG | CHIPOTLE MEXICAN GRILL INC | $2,754 | 0.00% | 81 | 4 | 5.2% | $136 | 加仓 |
| — | OMEGA FLEX INC | $2,763 | 0.00% | 88 | 0 | 0.0% | — | 不变 |
| GAP | GAP INC | $2,765 | 0.00% | 148 | 0 | 0.0% | — | 不变 |
| SPHR | SPHERE ENTERTAINMENT CO | $2,769 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| BOKF | BOK FINL CORP | $2,778 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| THG | HANOVER INS GROUP INC | $2,784 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| ADAM | ADAMAS TRUST INC. | $2,796 | 0.00% | 298 | 0 | 0.0% | — | 不变 |
| PPL | PPL CORP | $2,799 | 0.00% | 77 | 0 | 0.0% | — | 不变 |
| FBNC | FIRST BANCORP N C | $2,813 | 0.00% | 44 | 0 | 0.0% | — | 不变 |
| MSGK | MADISON SQUARE GRDN SPRT COR | $2,813 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| HLI | HOULIHAN LOKEY INC | $2,817 | 0.00% | 21 | 0 | 0.0% | — | 不变 |
| PRMB | PRIMO BRANDS CORPORATION | $2,836 | 0.00% | 116 | 0 | 0.0% | — | 不变 |
| VNT | VONTIER CORPORATION | $2,842 | 0.00% | 98 | -169 | -63.3% | -$4,901 | 减仓 |
| PEP | PEPSICO INC | $2,844 | 0.00% | 21 | -1 | -4.5% | -$135 | 减仓 |
| FLYW | FLYWIRE CORPORATION | $2,882 | 0.00% | 164 | 0 | 0.0% | — | 不变 |
| BRZE | BRAZE INC | $2,885 | 0.00% | 133 | 0 | 0.0% | — | 不变 |
| DOC | HEALTHPEAK PROPERTIES INC | $2,889 | 0.00% | 135 | -4 | -2.9% | -$86 | 减仓 |
| TW | TRADEWEB MKTS INC | $2,891 | 0.00% | 29 | 21 | 262.5% | $2,093 | 加仓 |
| PODD | INSULET CORP | $2,893 | 0.00% | 19 | 15 | 375.0% | $2,284 | 加仓 |
| ZBRA | ZEBRA TECHNOLOGIES CORPORATI | $2,896 | 0.00% | 11 | -4 | -26.7% | -$1,053 | 减仓 |
| TRNO | TERRENO RLTY CORP | $2,915 | 0.00% | 45 | 0 | 0.0% | — | 不变 |
| SW | SMURFIT WESTROCK PLC | $2,915 | 0.00% | 63 | 63 | — | $2,915 | 新建仓 |
| WSBC | WESBANCO INC | $2,928 | 0.00% | 75 | 0 | 0.0% | — | 不变 |
| AFG | AMERICAN FINANCIAL GROUP INC | $2,939 | 0.00% | 21 | 0 | 0.0% | — | 不变 |
| CLH | CLEAN HARBORS INC | $2,988 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| BCC | BOISE CASCADE CO DEL | $3,028 | 0.00% | 39 | 30 | 333.3% | $2,329 | 加仓 |
| ONB | OLD NATL BANCORP IND | $3,031 | 0.00% | 117 | 0 | 0.0% | — | 不变 |
| UDR | UDR INC | $3,034 | 0.00% | 76 | 0 | 0.0% | — | 不变 |