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 |
|---|---|---|---|---|---|---|---|---|
| BDX | BECTON DICKINSON & CO | $5,297 | 0.00% | 35 | 0 | 0.0% | — | 不变 |
| MCY | MERCURY GENL CORP NEW | $5,331 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| WM | WASTE MGMT INC DEL | $5,350 | 0.00% | 24 | -10 | -29.4% | -$2,229 | 减仓 |
| TGT | TARGET CORP | $5,356 | 0.00% | 41 | 0 | 0.0% | — | 不变 |
| DOCU | DOCUSIGN INC | $5,375 | 0.00% | 121 | 43 | 55.1% | $1,910 | 加仓 |
| OGN | ORGANON & CO | $5,376 | 0.00% | 397 | 0 | 0.0% | — | 不变 |
| CBZ | CBIZ INC | $5,390 | 0.00% | 168 | 19 | 12.8% | $610 | 加仓 |
| BAM | BROOKFIELD ASSET MANAGMT LTD | $5,427 | 0.00% | 121 | 0 | 0.0% | — | 不变 |
| AEP | AMERICAN ELEC PWR CO INC | $5,473 | 0.00% | 40 | 0 | 0.0% | — | 不变 |
| LULU | LULULEMON ATHLETICA INC | $5,481 | 0.00% | 48 | 30 | 166.7% | $3,426 | 加仓 |
| KTB | KONTOOR BRANDS INC | $5,501 | 0.00% | 66 | 0 | 0.0% | — | 不变 |
| OII | OCEANEERING INTL INC | $5,511 | 0.00% | 136 | 0 | 0.0% | — | 不变 |
| ACAD | ACADIA PHARMACEUTICALS INC | $5,516 | 0.00% | 218 | 0 | 0.0% | — | 不变 |
| OMCL | OMNICELL COM | $5,523 | 0.00% | 133 | 0 | 0.0% | — | 不变 |
| BMRC | BANK OF MARIN BANCORP | $5,540 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| INTA | INTAPP INC | $5,547 | 0.00% | 220 | 43 | 24.3% | $1,084 | 加仓 |
| SYF | SYNCHRONY FINANCIAL | $5,552 | 0.00% | 73 | 0 | 0.0% | — | 不变 |
| TTC | TORO CO | $5,553 | 0.00% | 57 | 0 | 0.0% | — | 不变 |
| SOLV | SOLVENTUM CORP | $5,555 | 0.00% | 72 | 11 | 18.0% | $849 | 加仓 |
| BAH | BOOZ ALLEN HAMILTON HLDG COR | $5,582 | 0.00% | 92 | 55 | 148.6% | $3,337 | 加仓 |
| SHAK | SHAKE SHACK INC | $5,602 | 0.00% | 100 | 100 | — | $5,602 | 新建仓 |
| TREX | TREX INC | $5,605 | 0.00% | 112 | 0 | 0.0% | — | 不变 |
| CDW | CDW CORP | $5,626 | 0.00% | 40 | -76 | -65.5% | -$1.07万 | 减仓 |
| WAT | WATERS CORP | $5,626 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| SNA | SNAP ON INC | $5,634 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| LNT | ALLIANT ENERGY CORP | $5,646 | 0.00% | 74 | 0 | 0.0% | — | 不变 |
| POST | POST HLDGS INC | $5,649 | 0.00% | 64 | 0 | 0.0% | — | 不变 |
| CPAY | CORPAY INC | $5,666 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| MDB | MONGODB INC | $5,711 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| HALO | HALOZYME THERAPEUTICS INC | $5,714 | 0.00% | 73 | 0 | 0.0% | — | 不变 |
| ICUI | ICU MED INC | $5,718 | 0.00% | 39 | 0 | 0.0% | — | 不变 |
| LII | LENNOX INTL INC | $5,730 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| AMG | AFFILIATED MANAGERS GROUP | $5,753 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| TWST | TWIST BIOSCIENCE CORP | $5,762 | 0.00% | 56 | 0 | 0.0% | — | 不变 |
| WLK | WESTLAKE CORPORATION | $5,767 | 0.00% | 79 | 43 | 119.4% | $3,139 | 加仓 |
| JAZZ | JAZZ PHARMACEUTICALS PLC | $5,784 | 0.00% | 24 | 0 | 0.0% | — | 不变 |
| CE | CELANESE CORP DEL | $5,796 | 0.00% | 126 | 0 | 0.0% | — | 不变 |
| HOMB | HOME BANCSHARES INC | $5,796 | 0.00% | 203 | -49 | -19.4% | -$1,399 | 减仓 |
| MAA | MID-AMER APT CMNTYS INC | $5,836 | 0.00% | 42 | -5 | -10.6% | -$695 | 减仓 |
| ENS | ENERSYS | $5,846 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| PGNY | PROGYNY INC | $5,853 | 0.00% | 203 | 0 | 0.0% | — | 不变 |
| BSY | BENTLEY SYS INC | $5,859 | 0.00% | 196 | 66 | 50.8% | $1,973 | 加仓 |
| FIZZ | NATIONAL BEVERAGE CORP | $5,866 | 0.00% | 188 | 55 | 41.4% | $1,716 | 加仓 |
| STE | STERIS PLC | $5,896 | 0.00% | 28 | 0 | 0.0% | — | 不变 |
| CNA | CNA FINL CORP | $5,931 | 0.00% | 122 | 20 | 19.6% | $972 | 加仓 |
| INGM | INGRAM MICRO HLDG CORP | $5,953 | 0.00% | 217 | 0 | 0.0% | — | 不变 |
| — | BLACKROCK MUNIHLDGS NJ QLTY | $5,959 | 0.00% | 484 | 0 | 0.0% | — | 不变 |
| AJG | GALLAGHER ARTHUR J & CO | $5,969 | 0.00% | 26 | 10 | 62.5% | $2,296 | 加仓 |
| CMC | COMMERCIAL METALS CO | $6,024 | 0.00% | 96 | 0 | 0.0% | — | 不变 |
| AYI | ACUITY INC | $6,027 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| HIPO | HIPPO HLDGS INC | $6,048 | 0.00% | 214 | 0 | 0.0% | — | 不变 |
| EWBC | EAST WEST BANCORP INC | $6,068 | 0.00% | 47 | 0 | 0.0% | — | 不变 |
| AR | ANTERO RESOURCES CORP | $6,080 | 0.00% | 173 | 0 | 0.0% | — | 不变 |
| VLY | VALLEY NATL BANCORP | $6,095 | 0.00% | 416 | 0 | 0.0% | — | 不变 |
| GGG | GRACO INC | $6,125 | 0.00% | 81 | 0 | 0.0% | — | 不变 |
| TDW | TIDEWATER INC NEW | $6,130 | 0.00% | 92 | 0 | 0.0% | — | 不变 |
| FHI | FEDERATED HERMES INC | $6,130 | 0.00% | 111 | 0 | 0.0% | — | 不变 |
| APD | AIR PRODUCTS AND CHEMICALS I | $6,157 | 0.00% | 21 | 0 | 0.0% | — | 不变 |
| CLSK | CLEANSPARK INC | $6,184 | 0.00% | 425 | 0 | 0.0% | — | 不变 |
| PRLB | PROTO LABS INC | $6,195 | 0.00% | 76 | 0 | 0.0% | — | 不变 |
| VIAV | VIAVI SOLUTIONS INC | $6,208 | 0.00% | 130 | -34 | -20.7% | -$1,624 | 减仓 |
| AGNC | AGNC INVT CORP | $6,213 | 0.00% | 570 | 570 | — | $6,213 | 新建仓 |
| LNG | CHENIERE ENERGY INC | $6,215 | 0.00% | 26 | 0 | 0.0% | — | 不变 |
| ALGT | ALLEGIANT TRAVEL CO | $6,233 | 0.00% | 53 | 0 | 0.0% | — | 不变 |
| DDOG | DATADOG INC | $6,249 | 0.00% | 24 | 0 | 0.0% | — | 不变 |
| CRDO | CREDO TECHNOLOGY GROUP HOLDI | $6,255 | 0.00% | 23 | 23 | — | $6,255 | 新建仓 |
| JBSS | SANFILIPPO JOHN B & SON INC | $6,278 | 0.00% | 73 | 0 | 0.0% | — | 不变 |
| HUBG | HUB GROUP INC | $6,306 | 0.00% | 144 | 0 | 0.0% | — | 不变 |
| URBN | URBAN OUTFITTERS INC | $6,307 | 0.00% | 89 | 0 | 0.0% | — | 不变 |
| ULTA | ULTA BEAUTY INC | $6,314 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| APLE | APPLE HOSPITALITY REIT INC | $6,321 | 0.00% | 376 | 0 | 0.0% | — | 不变 |
| FLEX | FLEX LTD | $6,321 | 0.00% | 39 | 37 | 1,850.0% | $5,997 | 加仓 |
| AS | AMER SPORTS INC | $6,329 | 0.00% | 187 | 0 | 0.0% | — | 不变 |
| MRSH | MARSH & MCLENNAN COS INC | $6,334 | 0.00% | 38 | 14 | 58.3% | $2,334 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $6,341 | 0.00% | 77 | -528 | -87.3% | -$4.35万 | 减仓 |
| SKY | CHAMPION HOMES INC | $6,345 | 0.00% | 72 | 0 | 0.0% | — | 不变 |
| APG | API GROUP CORP | $6,353 | 0.00% | 150 | 93 | 163.2% | $3,939 | 加仓 |
| BYD | BOYD GAMING CORP | $6,360 | 0.00% | 72 | 0 | 0.0% | — | 不变 |
| ATR | APTARGROUP INC | $6,386 | 0.00% | 51 | 17 | 50.0% | $2,129 | 加仓 |
| NWS | NEWS CORP NEW | $6,398 | 0.00% | 228 | 0 | 0.0% | — | 不变 |
| EIX | EDISON INTL | $6,403 | 0.00% | 86 | 0 | 0.0% | — | 不变 |
| HL | HECLA MINING COMPANY | $6,404 | 0.00% | 415 | 0 | 0.0% | — | 不变 |
| PJT | PJT PARTNERS INC | $6,408 | 0.00% | 42 | 0 | 0.0% | — | 不变 |
| DORM | DORMAN PRODS INC | $6,414 | 0.00% | 47 | 0 | 0.0% | — | 不变 |
| IBP | INSTALLED BLDG PRODS INC | $6,436 | 0.00% | 28 | 0 | 0.0% | — | 不变 |
| TEX | TEREX CORP NEW | $6,443 | 0.00% | 89 | 0 | 0.0% | — | 不变 |
| LINE | LINEAGE INC | $6,445 | 0.00% | 149 | 0 | 0.0% | — | 不变 |
| MCRI | MONARCH CASINO & RESORT INC | $6,449 | 0.00% | 49 | -41 | -45.6% | -$5,396 | 减仓 |
| RELY | REMITLY GLOBAL INC | $6,455 | 0.00% | 288 | 0 | 0.0% | — | 不变 |
| BIO | BIO RAD LABS INC | $6,460 | 0.00% | 22 | 0 | 0.0% | — | 不变 |
| GPC | GENUINE PARTS CO | $6,489 | 0.00% | 55 | 30 | 120.0% | $3,539 | 加仓 |
| LIVN | LIVANOVA PLC | $6,497 | 0.00% | 79 | 0 | 0.0% | — | 不变 |
| LMND | LEMONADE INC | $6,505 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| INSW | INTERNATIONAL SEAWAYS INC | $6,511 | 0.00% | 85 | 0 | 0.0% | — | 不变 |
| BNL | BROADSTONE NET LEASE INC | $6,512 | 0.00% | 315 | 0 | 0.0% | — | 不变 |
| QTWO | Q2 HLDGS INC | $6,542 | 0.00% | 136 | 15 | 12.4% | $722 | 加仓 |
| WK | WORKIVA INC | $6,549 | 0.00% | 135 | 125 | 1,250.0% | $6,064 | 加仓 |
| DBX | DROPBOX INC | $6,593 | 0.00% | 240 | 0 | 0.0% | — | 不变 |
| BLDR | BUILDERS FIRSTSOURCE INC | $6,622 | 0.00% | 74 | -16 | -17.8% | -$1,432 | 减仓 |
| BJ | BJS WHSL CLUB HLDGS INC | $6,629 | 0.00% | 76 | 0 | 0.0% | — | 不变 |