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 |
|---|---|---|---|---|---|---|---|---|
| MCHP | MICROCHIP TECHNOLOGY INC. | $2,779 | 0.00% | 43 | 0 | 0.0% | — | 不变 |
| GFS | GLOBALFOUNDRIES INC | $2,803 | 0.00% | 63 | 0 | 0.0% | — | 不变 |
| ABCB | AMERIS BANCORP | $2,808 | 0.00% | 36 | 0 | 0.0% | — | 不变 |
| AGIO | AGIOS PHARMACEUTICALS INC | $2,808 | 0.00% | 83 | 0 | 0.0% | — | 不变 |
| VVX | V2X INC | $2,809 | 0.00% | 41 | 0 | 0.0% | — | 不变 |
| CAVA | CAVA GROUP INC | $2,832 | 0.00% | 35 | 0 | 0.0% | — | 不变 |
| DDOG | DATADOG INC | $2,834 | 0.00% | 24 | 0 | 0.0% | — | 不变 |
| GIS | GENERAL MILLS INC | $2,866 | 0.00% | 77 | 15 | 24.2% | $558 | 加仓 |
| CLH | CLEAN HARBORS INC | $2,868 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| EXPO | EXPONENT INC | $2,871 | 0.00% | 44 | -61 | -58.1% | -$3,980 | 减仓 |
| BAH | BOOZ ALLEN HAMILTON HLDG COR | $2,888 | 0.00% | 37 | -1 | -2.6% | -$78 | 减仓 |
| — | LIBERTY BROADBAND CORP | $2,913 | 0.00% | 58 | 8 | 16.0% | $402 | 加仓 |
| ZWS | ZURN ELKAY WATER SOLNS CORP | $2,915 | 0.00% | 65 | 0 | 0.0% | — | 不变 |
| FWONK | LIBERTY MEDIA CORP DEL | $2,918 | 0.00% | 31 | 0 | 0.0% | — | 不变 |
| TDC | TERADATA CORP DEL | $2,922 | 0.00% | 114 | 0 | 0.0% | — | 不变 |
| BOOT | BOOT BARN HLDGS INC | $2,928 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| EG | EVEREST GROUP LTD | $2,942 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| PPL | PPL CORP | $2,942 | 0.00% | 77 | 0 | 0.0% | — | 不变 |
| CWT | CALIFORNIA WTR SVC GROUP | $2,948 | 0.00% | 65 | 0 | 0.0% | — | 不变 |
| USFD | US FOODS HLDG CORP | $2,951 | 0.00% | 32 | 0 | 0.0% | — | 不变 |
| CME | CME GROUP INC | $2,954 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| — | CSG SYS INTL INC | $2,958 | 0.00% | 37 | 0 | 0.0% | — | 不变 |
| TRN | TRINITY INDS INC | $2,961 | 0.00% | 92 | 0 | 0.0% | — | 不变 |
| VNOM | VIPER ENERGY INC | $2,961 | 0.00% | 63 | 53 | 530.0% | $2,491 | 加仓 |
| MUSA | MURPHY USA INC | $2,964 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| ALG | ALAMO GROUP INC | $2,970 | 0.00% | 18 | 0 | 0.0% | — | 不变 |
| TXRH | TEXAS ROADHOUSE INC | $2,973 | 0.00% | 18 | 0 | 0.0% | — | 不变 |
| AXON | AXON ENTERPRISE INC | $2,973 | 0.00% | 7 | 7 | — | $2,973 | 新建仓 |
| FLG | FLAGSTAR BANK NATIONAL ASSOC | $2,977 | 0.00% | 226 | 0 | 0.0% | — | 不变 |
| CGNX | COGNEX CORP | $2,989 | 0.00% | 61 | -45 | -42.5% | -$2,205 | 减仓 |
| DTCR | GLOBAL X FDS | $2,995 | 0.00% | 125 | 0 | 0.0% | — | 不变 |
| RNST | RENASANT CORP | $2,999 | 0.00% | 83 | 0 | 0.0% | — | 不变 |
| HLI | HOULIHAN LOKEY INC | $3,017 | 0.00% | 21 | 0 | 0.0% | — | 不变 |
| PEGA | PEGASYSTEMS INC | $3,065 | 0.00% | 72 | 0 | 0.0% | — | 不变 |
| NNI | NELNET INC | $3,096 | 0.00% | 24 | 0 | 0.0% | — | 不变 |
| SPB | SPECTRUM BRANDS HOLDINGS INC | $3,096 | 0.00% | 42 | 0 | 0.0% | — | 不变 |
| MTDR | MATADOR RES CO | $3,096 | 0.00% | 49 | 0 | 0.0% | — | 不变 |
| OIS | OIL STS INTL INC | $3,097 | 0.00% | 266 | 0 | 0.0% | — | 不变 |
| CGON | CG ONCOLOGY INC | $3,114 | 0.00% | 46 | 0 | 0.0% | — | 不变 |
| HMN | HORACE MANN EDUCATORS CORP N | $3,116 | 0.00% | 73 | 0 | 0.0% | — | 不变 |
| PCOR | PROCORE TECHNOLOGIES INC | $3,135 | 0.00% | 55 | -14 | -20.3% | -$798 | 减仓 |
| ZBRA | ZEBRA TECHNOLOGIES CORPORATI | $3,137 | 0.00% | 15 | -14 | -48.3% | -$2,928 | 减仓 |
| RHP | RYMAN HOSPITALITY PPTYS INC | $3,138 | 0.00% | 34 | -27 | -44.3% | -$2,492 | 减仓 |
| BRZE | BRAZE INC | $3,141 | 0.00% | 133 | 10 | 8.1% | $236 | 加仓 |
| IMAX | IMAX CORP | $3,155 | 0.00% | 83 | 0 | 0.0% | — | 不变 |
| TFI | SPDR SERIES TRUST | $3,174 | 0.00% | 70 | 0 | 0.0% | — | 不变 |
| IMVT | IMMUNOVANT INC | $3,180 | 0.00% | 128 | 0 | 0.0% | — | 不变 |
| TENB | TENABLE HLDGS INC | $3,181 | 0.00% | 188 | 177 | 1,609.1% | $2,995 | 重新持有 |
| MRTN | MARTEN TRANS LTD | $3,191 | 0.00% | 243 | 0 | 0.0% | — | 不变 |
| BF/A | BROWN FORMAN CORP | $3,215 | 0.00% | 120 | 78 | 185.7% | $2,090 | 加仓 |
| OSPN | ONESPAN INC | $3,223 | 0.00% | 306 | 0 | 0.0% | — | 不变 |
| AVPT | AVEPOINT INC | $3,224 | 0.00% | 339 | 166 | 96.0% | $1,579 | 加仓 |
| — | INMED PHARMACEUTICALS INC | $3,225 | 0.00% | 5,000 | 5,000 | — | $3,225 | 新建仓 |
| BRC | BRADY CORP | $3,250 | 0.00% | 40 | 0 | 0.0% | — | 不变 |
| SGI | SOMNIGROUP INTERNATIONAL INC | $3,253 | 0.00% | 44 | 0 | 0.0% | — | 不变 |
| AAMI | ACADIAN ASSET MANAGEMENT INC | $3,266 | 0.00% | 60 | 0 | 0.0% | — | 不变 |
| ELF | E L F BEAUTY INC | $3,273 | 0.00% | 54 | -13 | -19.4% | -$788 | 减仓 |
| PTC | PTC INC | $3,278 | 0.00% | 23 | -1 | -4.2% | -$143 | 减仓 |
| ATRC | ATRICURE INC | $3,310 | 0.00% | 116 | 0 | 0.0% | — | 不变 |
| — | GAMBLING COM GROUP LIMITED | $3,310 | 0.00% | 853 | 853 | — | $3,310 | 新建仓 |
| RBB | RBB BANCORP | $3,313 | 0.00% | 155 | 0 | 0.0% | — | 不变 |
| FIP | FTAI INFRASTRUCTURE INC | $3,320 | 0.00% | 672 | 0 | 0.0% | — | 不变 |
| NTLA | INTELLIA THERAPEUTICS INC | $3,321 | 0.00% | 259 | 0 | 0.0% | — | 不变 |
| ONON | ON HLDG AG | $3,334 | 0.00% | 98 | 0 | 0.0% | — | 不变 |
| OKE | ONEOK INC NEW | $3,345 | 0.00% | 37 | 0 | 0.0% | — | 不变 |
| MAC | MACERICH CO | $3,365 | 0.00% | 178 | 0 | 0.0% | — | 不变 |
| LEN/B | LENNAR CORP | $3,365 | 0.00% | 40 | 6 | 17.6% | $505 | 加仓 |
| RRX | REGAL REXNORD CORPORATION | $3,371 | 0.00% | 18 | 0 | 0.0% | — | 不变 |
| — | CLEARWATER ANALYTICS HLDGS I | $3,382 | 0.00% | 143 | 81 | 130.6% | $1,916 | 加仓 |
| PEP | PEPSICO INC | $3,417 | 0.00% | 22 | 0 | 0.0% | — | 不变 |
| ECG | EVERUS CONSTR GROUP | $3,424 | 0.00% | 29 | 0 | 0.0% | — | 不变 |
| SM | SM ENERGY COMPANY | $3,430 | 0.00% | 110 | 59 | 115.7% | $1,840 | 加仓 |
| PGNY | PROGYNY INC | $3,447 | 0.00% | 203 | 27 | 15.3% | $458 | 加仓 |
| STC | STEWART INFORMATION SVCS COR | $3,449 | 0.00% | 56 | 15 | 36.6% | $924 | 加仓 |
| CBT | CABOT CORP | $3,465 | 0.00% | 46 | 0 | 0.0% | — | 不变 |
| AJG | GALLAGHER ARTHUR J & CO | $3,466 | 0.00% | 16 | -8 | -33.3% | -$1,733 | 减仓 |
| NGVT | INGEVITY CORP | $3,491 | 0.00% | 49 | 0 | 0.0% | — | 不变 |
| CWST | CASELLA WASTE SYS INC | $3,491 | 0.00% | 44 | 20 | 83.3% | $1,587 | 加仓 |
| MMSI | MERIT MED SYS INC | $3,516 | 0.00% | 51 | 51 | — | $3,516 | 新建仓 |
| — | ELEVRA LITHIUM LTD | $3,534 | 0.00% | 60 | -14 | -18.9% | -$825 | 减仓 |
| OTIS | OTIS WORLDWIDE CORP | $3,546 | 0.00% | 46 | 0 | 0.0% | — | 不变 |
| — | AMPLIFY ENERGY CORP NEW | $3,551 | 0.00% | 569 | 0 | 0.0% | — | 不变 |
| AVNT | AVIENT CORPORATION | $3,558 | 0.00% | 98 | 0 | 0.0% | — | 不变 |
| NCNO | NCINO INC | $3,566 | 0.00% | 238 | 238 | — | $3,566 | 新建仓 |
| FISV | FISERV INC | $3,572 | 0.00% | 64 | 0 | 0.0% | — | 不变 |
| — | COSTAMARE BULKERS HLDGS LTD | $3,574 | 0.00% | 231 | 0 | 0.0% | — | 不变 |
| GAP | GAP INC | $3,582 | 0.00% | 148 | 0 | 0.0% | — | 不变 |
| INVH | INVITATION HOMES INC | $3,604 | 0.00% | 145 | 145 | — | $3,604 | 新建仓 |
| CLSK | CLEANSPARK INC | $3,617 | 0.00% | 425 | 0 | 0.0% | — | 不变 |
| VKTX | VIKING THERAPEUTICS INC | $3,645 | 0.00% | 112 | -130 | -53.7% | -$4,231 | 减仓 |
| — | BLACKROCK FLOATING RATE INC | $3,659 | 0.00% | 340 | 340 | — | $3,659 | 新建仓 |
| UHAL/B | U HAUL HOLDING COMPANY | $3,663 | 0.00% | 82 | 10 | 13.9% | $447 | 加仓 |
| INSP | INSPIRE MED SYS INC | $3,663 | 0.00% | 71 | 49 | 222.7% | $2,528 | 加仓 |
| CPK | CHESAPEAKE UTILS CORP | $3,665 | 0.00% | 29 | 15 | 107.1% | $1,896 | 加仓 |
| — | FRANKLIN LTD DURATION INCOME | $3,673 | 0.00% | 630 | 630 | — | $3,673 | 新建仓 |
| YETI | YETI HLDGS INC | $3,696 | 0.00% | 101 | -15 | -12.9% | -$549 | 减仓 |
| DOCU | DOCUSIGN INC | $3,698 | 0.00% | 78 | -48 | -38.1% | -$2,276 | 减仓 |
| DAR | DARLING INGREDIENTS INC | $3,711 | 0.00% | 60 | 0 | 0.0% | — | 不变 |
| ASIC | ATEGRITY SPECIALTY IN CO HO | $3,737 | 0.00% | 189 | 92 | 94.8% | $1,819 | 加仓 |
| — | BLACKROCK FLOATING RATE INCO | $3,747 | 0.00% | 340 | 340 | — | $3,747 | 新建仓 |