13F 机构持仓

Private Wealth Management Group, LLC

PRINCETON NJ · SEC CIK 0002011342

2026Q22026Q1 更早 9 个季度 🔒
$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
申报市值走势$4.31亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

DIMENSIONAL ET 9.6%
DFAU 8.5%
DFGX 7.9%
VGIT 5.7%
DFEM 5.2%
DFIC 5.0%
DFAI 4.4%
DFGR 4.2%
AVDV 3.3%
AVUV 3.3%

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
— COSTAMARE BULKERS HLDGS LTD $4,0570.00%231 00.0% — 不变
— ELEVRA LITHIUM LTD $4,0890.00%60 00.0% — 不变
Z ZILLOW GROUP INC $4,0980.00%130 1715.0% $536 加仓
SPT SPROUT SOCIAL INC $4,1000.00%543 339166.2% $2,560 加仓
CAG CONAGRA BRANDS INC $4,1330.00%307 264614.0% $3,554 重新持有
WTM WHITE MTNS INS GROUP LTD $4,1470.00%2 00.0% — 不变
PAYC PAYCOM SOFTWARE INC $4,1480.00%33 1583.3% $1,885 加仓
ILPT INDUSTRIAL LOGISTICS PPTYS T $4,1520.00%468 00.0% — 不变
J JACOBS SOLUTIONS INC $4,1580.00%33 00.0% — 不变
FORM FORMFACTOR INC $4,1590.00%26 -13-33.3% -$2,080 减仓
VOOV VANGUARD ADMIRAL FDS INC $4,1630.00%19 00.0% — 不变
LION LIONSGATE STUDIOS CORP $4,1650.00%272 00.0% — 不变
CBT CABOT CORP $4,1780.00%46 00.0% — 不变
KNF KNIFE RIVER CORP $4,1830.00%50 26108.3% $2,175 加仓
ATEN A10 NETWORKS INC $4,1850.00%112 00.0% — 不变
IP INTERNATIONAL PAPER CO $4,1910.00%110 -5-4.3% -$190 减仓
MRTN MARTEN TRANS LTD $4,2170.00%243 00.0% — 不变
— SPROTT FDS TR $4,2180.00%108 108— $4,218 新建仓
SSNC SS&C TECH HLDGS $4,2200.00%68 -40-37.0% -$2,482 减仓
FDXF FEDEX FGHT HLDG CO INC $4,2280.00%28 28— $4,228 新建仓
RBB RBB BANCORP $4,2500.00%155 00.0% — 不变
LEN/B LENNAR CORP $4,2590.00%48 820.0% $710 加仓
CWK CUSHMAN AND WAKEFIELD LTD $4,2850.00%320 00.0% — 不变
RRX REGAL REXNORD CORPORATION $4,2880.00%18 00.0% — 不变
AAMI ACADIAN ASSET MANAGEMENT INC $4,2920.00%60 00.0% — 不变
SANM SANMINA CORP $4,3030.00%17 00.0% — 不变
OGS ONE GAS INC $4,3160.00%56 00.0% — 不变
GOLD GOLD COM INC $4,3280.00%104 00.0% — 不变
VKTX VIKING THERAPEUTICS INC $4,3700.00%112 00.0% — 不变
RHP RYMAN HOSPITALITY PPTYS INC $4,3710.00%34 00.0% — 不变
INVH INVITATION HOMES INC $4,3810.00%145 00.0% — 不变
NTLA INTELLIA THERAPEUTICS INC $4,3830.00%259 00.0% — 不变
PNW PINNACLE WEST CAP CORP $4,3870.00%41 00.0% — 不变
OSPN ONESPAN INC $4,3920.00%306 00.0% — 不变
CGNX COGNEX CORP $4,4180.00%61 00.0% — 不变
GEN GEN DIGITAL INC $4,4310.00%178 -31-14.8% -$772 减仓
EQIX EQUINIX INC $4,4510.00%4 00.0% — 不变
NABL N-ABLE INC $4,4520.00%1,213 -176-12.7% -$646 减仓
WMK WEIS MKTS INC $4,4640.00%57 00.0% — 不变
SEB SEABOARD CORP DEL $4,4650.00%1 00.0% — 不变
MAC MACERICH CO $4,4840.00%178 00.0% — 不变
FLNG FLEX LNG LTD $4,4900.00%160 00.0% — 不变
APO APOLLO GLOBAL MGMT INC $4,4960.00%38 411.8% $473 加仓
— GLOBAL WTR RES INC $4,4970.00%621 621— $4,497 新建仓
LEN LENNAR CORP $4,5250.00%50 2172.4% $1,900 加仓
— CRINETICS PHARMACEUTICALS IN $4,5280.00%121 -13-9.7% -$486 减仓
FR FIRST INDL RLTY TR INC $4,5370.00%74 00.0% — 不变
CDE COEUR MNG INC $4,5700.00%280 00.0% — 不变
CLX CLOROX CO DEL $4,5820.00%48 42700.0% $4,009 加仓
THO THOR INDS INC $4,5850.00%61 00.0% — 不变
WSO WATSCO INC $4,5850.00%11 583.3% $2,084 加仓
SSD SIMPSON MFG INC $4,6060.00%22 00.0% — 不变
TREE LENDINGTREE INC $4,6070.00%104 00.0% — 不变
KEX KIRBY CORP $4,6230.00%34 00.0% — 不变
CNP CENTERPOINT ENERGY INC $4,6250.00%105 00.0% — 不变
SPSC SPS COMM INC $4,6310.00%81 3265.3% $1,830 加仓
ALLE ALLEGION PLC $4,6370.00%33 -18-35.3% -$2,529 减仓
RPD RAPID7 INC $4,6420.00%573 296106.9% $2,398 加仓
WY WEYERHAEUSER CO $4,7170.00%197 170629.6% $4,071 加仓
SONO SONOS INC $4,7220.00%349 00.0% — 不变
POOL POOL CORP $4,7280.00%22 22— $4,728 新建仓
ZBH ZIMMER BIOMET HOLDINGS INC $4,7350.00%55 46511.1% $3,960 加仓
ECL ECOLAB INC $4,7370.00%17 00.0% — 不变
BF/A BROWN FORMAN CORP $4,7610.00%174 5445.0% $1,478 加仓
RBA RB GLOBAL INC $4,7750.00%41 00.0% — 不变
GPN GLOBAL PMTS INC $4,7890.00%66 3083.3% $2,177 加仓
OEC ORION S.A. $4,8010.00%724 00.0% — 不变
NEO NEOGENOMICS INC $4,8010.00%329 00.0% — 不变
ETH GRAYSCALE ETHEREUM STAKING $4,8100.00%320 -300-48.4% -$4,509 减仓
ECG EVERUS CONSTR GROUP $4,8130.00%29 00.0% — 不变
RL RALPH LAUREN CORP $4,8170.00%12 00.0% — 不变
CATY CATHAY GEN BANCORP $4,8360.00%78 00.0% — 不变
TCMD TACTILE SYS TECHNOLOGY INC $4,8550.00%163 00.0% — 不变
SM SM ENERGY COMPANY $4,8550.00%186 7669.1% $1,984 加仓
IOT SAMSARA INC $4,8650.00%150 131689.5% $4,249 加仓
BMI BADGER METER INC $4,8970.00%33 13.1% $148 加仓
PIPR PIPER SANDLER COMPANIES $4,9200.00%68 68— $4,920 新建仓
IMVT IMMUNOVANT INC $4,9320.00%128 00.0% — 不变
EHC ENCOMPASS HEALTH CORP $4,9530.00%49 00.0% — 不变
LSTR LANDSTAR SYS INC $4,9640.00%24 00.0% — 不变
FNF FIDELITY NATL FINL INC $4,9990.00%106 00.0% — 不变
SEIC SEI INVTS CO $5,0000.00%57 00.0% — 不变
AI C3 AI INC $5,0000.00%550 550— $5,000 新建仓
YETI YETI HLDGS INC $5,0060.00%101 00.0% — 不变
MDLN MEDLINE INC $5,0090.00%127 127— $5,009 新建仓
FTI TECHNIPFMC PLC $5,0390.00%76 00.0% — 不变
FRSH FRESHWORKS INC $5,0400.00%498 00.0% — 不变
DNUT KRISPY KREME INC $5,0700.00%1,436 00.0% — 不变
AMR ALPHA METALLURGICAL RESOUR I $5,1140.00%31 00.0% — 不变
PCOR PROCORE TECHNOLOGIES INC $5,1190.00%126 71129.1% $2,885 加仓
IONS IONIS PHARMACEUTICALS INC $5,1540.00%65 00.0% — 不变
EMN EASTMAN CHEM CO $5,1640.00%77 11.3% $67 加仓
— BRT APARTMENTS CORP $5,1650.00%336 51.5% $77 加仓
CRGY CRESCENT ENERGY COMPANY $5,1660.00%526 11126.7% $1,090 加仓
DELL DELL TECHNOLOGIES INC $5,1780.00%12 -1-7.7% -$432 减仓
GLNG GOLAR LNG LTD $5,1840.00%104 00.0% — 不变
GFS GLOBALFOUNDRIES INC $5,1920.00%63 00.0% — 不变
CHTR CHARTER COMMUNICATIONS INC $5,2620.00%37 932.1% $1,280 加仓
TYL TYLER TECHNOLOGIES INC $5,2650.00%18 763.6% $2,048 加仓
TMP TOMPKINS FINL CORP $5,2940.00%56 00.0% — 不变