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 |
|---|---|---|---|---|---|---|---|---|
| — | COSTAMARE BULKERS HLDGS LTD | $4,057 | 0.00% | 231 | 0 | 0.0% | — | 不变 |
| — | ELEVRA LITHIUM LTD | $4,089 | 0.00% | 60 | 0 | 0.0% | — | 不变 |
| Z | ZILLOW GROUP INC | $4,098 | 0.00% | 130 | 17 | 15.0% | $536 | 加仓 |
| SPT | SPROUT SOCIAL INC | $4,100 | 0.00% | 543 | 339 | 166.2% | $2,560 | 加仓 |
| CAG | CONAGRA BRANDS INC | $4,133 | 0.00% | 307 | 264 | 614.0% | $3,554 | 重新持有 |
| WTM | WHITE MTNS INS GROUP LTD | $4,147 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| PAYC | PAYCOM SOFTWARE INC | $4,148 | 0.00% | 33 | 15 | 83.3% | $1,885 | 加仓 |
| ILPT | INDUSTRIAL LOGISTICS PPTYS T | $4,152 | 0.00% | 468 | 0 | 0.0% | — | 不变 |
| J | JACOBS SOLUTIONS INC | $4,158 | 0.00% | 33 | 0 | 0.0% | — | 不变 |
| FORM | FORMFACTOR INC | $4,159 | 0.00% | 26 | -13 | -33.3% | -$2,080 | 减仓 |
| VOOV | VANGUARD ADMIRAL FDS INC | $4,163 | 0.00% | 19 | 0 | 0.0% | — | 不变 |
| LION | LIONSGATE STUDIOS CORP | $4,165 | 0.00% | 272 | 0 | 0.0% | — | 不变 |
| CBT | CABOT CORP | $4,178 | 0.00% | 46 | 0 | 0.0% | — | 不变 |
| KNF | KNIFE RIVER CORP | $4,183 | 0.00% | 50 | 26 | 108.3% | $2,175 | 加仓 |
| ATEN | A10 NETWORKS INC | $4,185 | 0.00% | 112 | 0 | 0.0% | — | 不变 |
| IP | INTERNATIONAL PAPER CO | $4,191 | 0.00% | 110 | -5 | -4.3% | -$190 | 减仓 |
| MRTN | MARTEN TRANS LTD | $4,217 | 0.00% | 243 | 0 | 0.0% | — | 不变 |
| — | SPROTT FDS TR | $4,218 | 0.00% | 108 | 108 | — | $4,218 | 新建仓 |
| SSNC | SS&C TECH HLDGS | $4,220 | 0.00% | 68 | -40 | -37.0% | -$2,482 | 减仓 |
| FDXF | FEDEX FGHT HLDG CO INC | $4,228 | 0.00% | 28 | 28 | — | $4,228 | 新建仓 |
| RBB | RBB BANCORP | $4,250 | 0.00% | 155 | 0 | 0.0% | — | 不变 |
| LEN/B | LENNAR CORP | $4,259 | 0.00% | 48 | 8 | 20.0% | $710 | 加仓 |
| CWK | CUSHMAN AND WAKEFIELD LTD | $4,285 | 0.00% | 320 | 0 | 0.0% | — | 不变 |
| RRX | REGAL REXNORD CORPORATION | $4,288 | 0.00% | 18 | 0 | 0.0% | — | 不变 |
| AAMI | ACADIAN ASSET MANAGEMENT INC | $4,292 | 0.00% | 60 | 0 | 0.0% | — | 不变 |
| SANM | SANMINA CORP | $4,303 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| OGS | ONE GAS INC | $4,316 | 0.00% | 56 | 0 | 0.0% | — | 不变 |
| GOLD | GOLD COM INC | $4,328 | 0.00% | 104 | 0 | 0.0% | — | 不变 |
| VKTX | VIKING THERAPEUTICS INC | $4,370 | 0.00% | 112 | 0 | 0.0% | — | 不变 |
| RHP | RYMAN HOSPITALITY PPTYS INC | $4,371 | 0.00% | 34 | 0 | 0.0% | — | 不变 |
| INVH | INVITATION HOMES INC | $4,381 | 0.00% | 145 | 0 | 0.0% | — | 不变 |
| NTLA | INTELLIA THERAPEUTICS INC | $4,383 | 0.00% | 259 | 0 | 0.0% | — | 不变 |
| PNW | PINNACLE WEST CAP CORP | $4,387 | 0.00% | 41 | 0 | 0.0% | — | 不变 |
| OSPN | ONESPAN INC | $4,392 | 0.00% | 306 | 0 | 0.0% | — | 不变 |
| CGNX | COGNEX CORP | $4,418 | 0.00% | 61 | 0 | 0.0% | — | 不变 |
| GEN | GEN DIGITAL INC | $4,431 | 0.00% | 178 | -31 | -14.8% | -$772 | 减仓 |
| EQIX | EQUINIX INC | $4,451 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| NABL | N-ABLE INC | $4,452 | 0.00% | 1,213 | -176 | -12.7% | -$646 | 减仓 |
| WMK | WEIS MKTS INC | $4,464 | 0.00% | 57 | 0 | 0.0% | — | 不变 |
| SEB | SEABOARD CORP DEL | $4,465 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| MAC | MACERICH CO | $4,484 | 0.00% | 178 | 0 | 0.0% | — | 不变 |
| FLNG | FLEX LNG LTD | $4,490 | 0.00% | 160 | 0 | 0.0% | — | 不变 |
| APO | APOLLO GLOBAL MGMT INC | $4,496 | 0.00% | 38 | 4 | 11.8% | $473 | 加仓 |
| — | GLOBAL WTR RES INC | $4,497 | 0.00% | 621 | 621 | — | $4,497 | 新建仓 |
| LEN | LENNAR CORP | $4,525 | 0.00% | 50 | 21 | 72.4% | $1,900 | 加仓 |
| — | CRINETICS PHARMACEUTICALS IN | $4,528 | 0.00% | 121 | -13 | -9.7% | -$486 | 减仓 |
| FR | FIRST INDL RLTY TR INC | $4,537 | 0.00% | 74 | 0 | 0.0% | — | 不变 |
| CDE | COEUR MNG INC | $4,570 | 0.00% | 280 | 0 | 0.0% | — | 不变 |
| CLX | CLOROX CO DEL | $4,582 | 0.00% | 48 | 42 | 700.0% | $4,009 | 加仓 |
| THO | THOR INDS INC | $4,585 | 0.00% | 61 | 0 | 0.0% | — | 不变 |
| WSO | WATSCO INC | $4,585 | 0.00% | 11 | 5 | 83.3% | $2,084 | 加仓 |
| SSD | SIMPSON MFG INC | $4,606 | 0.00% | 22 | 0 | 0.0% | — | 不变 |
| TREE | LENDINGTREE INC | $4,607 | 0.00% | 104 | 0 | 0.0% | — | 不变 |
| KEX | KIRBY CORP | $4,623 | 0.00% | 34 | 0 | 0.0% | — | 不变 |
| CNP | CENTERPOINT ENERGY INC | $4,625 | 0.00% | 105 | 0 | 0.0% | — | 不变 |
| SPSC | SPS COMM INC | $4,631 | 0.00% | 81 | 32 | 65.3% | $1,830 | 加仓 |
| ALLE | ALLEGION PLC | $4,637 | 0.00% | 33 | -18 | -35.3% | -$2,529 | 减仓 |
| RPD | RAPID7 INC | $4,642 | 0.00% | 573 | 296 | 106.9% | $2,398 | 加仓 |
| WY | WEYERHAEUSER CO | $4,717 | 0.00% | 197 | 170 | 629.6% | $4,071 | 加仓 |
| SONO | SONOS INC | $4,722 | 0.00% | 349 | 0 | 0.0% | — | 不变 |
| POOL | POOL CORP | $4,728 | 0.00% | 22 | 22 | — | $4,728 | 新建仓 |
| ZBH | ZIMMER BIOMET HOLDINGS INC | $4,735 | 0.00% | 55 | 46 | 511.1% | $3,960 | 加仓 |
| ECL | ECOLAB INC | $4,737 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| BF/A | BROWN FORMAN CORP | $4,761 | 0.00% | 174 | 54 | 45.0% | $1,478 | 加仓 |
| RBA | RB GLOBAL INC | $4,775 | 0.00% | 41 | 0 | 0.0% | — | 不变 |
| GPN | GLOBAL PMTS INC | $4,789 | 0.00% | 66 | 30 | 83.3% | $2,177 | 加仓 |
| OEC | ORION S.A. | $4,801 | 0.00% | 724 | 0 | 0.0% | — | 不变 |
| NEO | NEOGENOMICS INC | $4,801 | 0.00% | 329 | 0 | 0.0% | — | 不变 |
| ETH | GRAYSCALE ETHEREUM STAKING | $4,810 | 0.00% | 320 | -300 | -48.4% | -$4,509 | 减仓 |
| ECG | EVERUS CONSTR GROUP | $4,813 | 0.00% | 29 | 0 | 0.0% | — | 不变 |
| RL | RALPH LAUREN CORP | $4,817 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| CATY | CATHAY GEN BANCORP | $4,836 | 0.00% | 78 | 0 | 0.0% | — | 不变 |
| TCMD | TACTILE SYS TECHNOLOGY INC | $4,855 | 0.00% | 163 | 0 | 0.0% | — | 不变 |
| SM | SM ENERGY COMPANY | $4,855 | 0.00% | 186 | 76 | 69.1% | $1,984 | 加仓 |
| IOT | SAMSARA INC | $4,865 | 0.00% | 150 | 131 | 689.5% | $4,249 | 加仓 |
| BMI | BADGER METER INC | $4,897 | 0.00% | 33 | 1 | 3.1% | $148 | 加仓 |
| PIPR | PIPER SANDLER COMPANIES | $4,920 | 0.00% | 68 | 68 | — | $4,920 | 新建仓 |
| IMVT | IMMUNOVANT INC | $4,932 | 0.00% | 128 | 0 | 0.0% | — | 不变 |
| EHC | ENCOMPASS HEALTH CORP | $4,953 | 0.00% | 49 | 0 | 0.0% | — | 不变 |
| LSTR | LANDSTAR SYS INC | $4,964 | 0.00% | 24 | 0 | 0.0% | — | 不变 |
| FNF | FIDELITY NATL FINL INC | $4,999 | 0.00% | 106 | 0 | 0.0% | — | 不变 |
| SEIC | SEI INVTS CO | $5,000 | 0.00% | 57 | 0 | 0.0% | — | 不变 |
| AI | C3 AI INC | $5,000 | 0.00% | 550 | 550 | — | $5,000 | 新建仓 |
| YETI | YETI HLDGS INC | $5,006 | 0.00% | 101 | 0 | 0.0% | — | 不变 |
| MDLN | MEDLINE INC | $5,009 | 0.00% | 127 | 127 | — | $5,009 | 新建仓 |
| FTI | TECHNIPFMC PLC | $5,039 | 0.00% | 76 | 0 | 0.0% | — | 不变 |
| FRSH | FRESHWORKS INC | $5,040 | 0.00% | 498 | 0 | 0.0% | — | 不变 |
| DNUT | KRISPY KREME INC | $5,070 | 0.00% | 1,436 | 0 | 0.0% | — | 不变 |
| AMR | ALPHA METALLURGICAL RESOUR I | $5,114 | 0.00% | 31 | 0 | 0.0% | — | 不变 |
| PCOR | PROCORE TECHNOLOGIES INC | $5,119 | 0.00% | 126 | 71 | 129.1% | $2,885 | 加仓 |
| IONS | IONIS PHARMACEUTICALS INC | $5,154 | 0.00% | 65 | 0 | 0.0% | — | 不变 |
| EMN | EASTMAN CHEM CO | $5,164 | 0.00% | 77 | 1 | 1.3% | $67 | 加仓 |
| — | BRT APARTMENTS CORP | $5,165 | 0.00% | 336 | 5 | 1.5% | $77 | 加仓 |
| CRGY | CRESCENT ENERGY COMPANY | $5,166 | 0.00% | 526 | 111 | 26.7% | $1,090 | 加仓 |
| DELL | DELL TECHNOLOGIES INC | $5,178 | 0.00% | 12 | -1 | -7.7% | -$432 | 减仓 |
| GLNG | GOLAR LNG LTD | $5,184 | 0.00% | 104 | 0 | 0.0% | — | 不变 |
| GFS | GLOBALFOUNDRIES INC | $5,192 | 0.00% | 63 | 0 | 0.0% | — | 不变 |
| CHTR | CHARTER COMMUNICATIONS INC | $5,262 | 0.00% | 37 | 9 | 32.1% | $1,280 | 加仓 |
| TYL | TYLER TECHNOLOGIES INC | $5,265 | 0.00% | 18 | 7 | 63.6% | $2,048 | 加仓 |
| TMP | TOMPKINS FINL CORP | $5,294 | 0.00% | 56 | 0 | 0.0% | — | 不变 |