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 |
|---|---|---|---|---|---|---|---|---|
| SYF | SYNCHRONY FINANCIAL | $4,966 | 0.00% | 73 | 0 | 0.0% | — | 不变 |
| TGT | TARGET CORP | $4,970 | 0.00% | 41 | -22 | -34.9% | -$2,667 | 减仓 |
| QXO | QXO INC | $4,972 | 0.00% | 256 | 145 | 130.6% | $2,816 | 加仓 |
| BE | BLOOM ENERGY CORP | $5,014 | 0.00% | 37 | 3 | 8.8% | $407 | 加仓 |
| EWBC | EAST WEST BANCORP INC | $5,018 | 0.00% | 47 | 0 | 0.0% | — | 不变 |
| LIVN | LIVANOVA PLC | $5,022 | 0.00% | 79 | 0 | 0.0% | — | 不变 |
| ICUI | ICU MED INC | $5,037 | 0.00% | 39 | 0 | 0.0% | — | 不变 |
| INGM | INGRAM MICRO HLDG CORP | $5,059 | 0.00% | 217 | 0 | 0.0% | — | 不变 |
| — | LIBERTY BROADBAND CORP | $5,081 | 0.00% | 101 | 47 | 87.0% | $2,364 | 加仓 |
| SNA | SNAP ON INC | $5,086 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| ESI | ELEMENT SOLUTIONS INC | $5,087 | 0.00% | 149 | 0 | 0.0% | — | 不变 |
| VLY | VALLEY NATL BANCORP | $5,109 | 0.00% | 416 | 0 | 0.0% | — | 不变 |
| BMRC | BANK OF MARIN BANCORP | $5,126 | 0.00% | 200 | -21 | -9.5% | -$538 | 减仓 |
| MMS | MAXIMUS INC | $5,128 | 0.00% | 80 | -23 | -22.3% | -$1,474 | 减仓 |
| ON | ON SEMICONDUCTOR CORP | $5,140 | 0.00% | 83 | -1 | -1.2% | -$62 | 减仓 |
| MOV | MOVADO GROUP INC | $5,153 | 0.00% | 211 | 0 | 0.0% | — | 不变 |
| CRL | CHARLES RIV LABS INTL INC | $5,175 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| HUBG | HUB GROUP INC | $5,190 | 0.00% | 144 | 0 | 0.0% | — | 不变 |
| EFX | EQUIFAX INC | $5,223 | 0.00% | 29 | -30 | -50.8% | -$5,403 | 减仓 |
| AEP | AMERICAN ELEC PWR CO INC | $5,244 | 0.00% | 40 | -2 | -4.8% | -$262 | 减仓 |
| FTI | TECHNIPFMC PLC | $5,254 | 0.00% | 76 | 0 | 0.0% | — | 不变 |
| CDE | COEUR MNG INC | $5,256 | 0.00% | 280 | -15 | -5.1% | -$282 | 减仓 |
| TEX | TEREX CORP NEW | $5,260 | 0.00% | 89 | 0 | 0.0% | — | 不变 |
| KHC | KRAFT HEINZ CO | $5,263 | 0.00% | 234 | 158 | 207.9% | $3,554 | 加仓 |
| LNT | ALLIANT ENERGY CORP | $5,311 | 0.00% | 74 | 0 | 0.0% | — | 不变 |
| — | ALPHA TAU MEDICAL LTD | $5,317 | 0.00% | 752 | 752 | — | $5,317 | 新建仓 |
| TTC | TORO CO | $5,327 | 0.00% | 57 | 0 | 0.0% | — | 不变 |
| CVCO | CAVCO INDS INC DEL | $5,328 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| U | UNITY SOFTWARE INC | $5,332 | 0.00% | 243 | -63 | -20.6% | -$1,382 | 减仓 |
| SKY | CHAMPION HOMES INC | $5,355 | 0.00% | 72 | -22 | -23.4% | -$1,636 | 减仓 |
| BAM | BROOKFIELD ASSET MANAGMT LTD | $5,379 | 0.00% | 121 | 113 | 1,412.5% | $5,023 | 重新持有 |
| ZTS | ZOETIS INC | $5,438 | 0.00% | 46 | -8 | -14.8% | -$946 | 减仓 |
| DBX | DROPBOX INC | $5,453 | 0.00% | 240 | 0 | 0.0% | — | 不变 |
| VIAV | VIAVI SOLUTIONS INC | $5,458 | 0.00% | 164 | 0 | 0.0% | — | 不变 |
| RS | RELIANCE INC | $5,471 | 0.00% | 18 | 0 | 0.0% | — | 不变 |
| BDX | BECTON DICKINSON & CO | $5,504 | 0.00% | 35 | 0 | 0.0% | — | 不变 |
| GSHD | GOOSEHEAD INS INC | $5,504 | 0.00% | 129 | 129 | — | $5,504 | 新建仓 |
| QLYS | QUALYS INC | $5,535 | 0.00% | 63 | 36 | 133.3% | $3,163 | 加仓 |
| HIPO | HIPPO HLDGS INC | $5,577 | 0.00% | 214 | 0 | 0.0% | — | 不变 |
| DOCS | DOXIMITY INC | $5,592 | 0.00% | 240 | 240 | — | $5,592 | 新建仓 |
| KN | KNOWLES CORP | $5,599 | 0.00% | 218 | 0 | 0.0% | — | 不变 |
| — | BLACKROCK MUNIHLDGS NJ QLTY | $5,600 | 0.00% | 484 | 0 | 0.0% | — | 不变 |
| CRGY | CRESCENT ENERGY COMPANY | $5,603 | 0.00% | 415 | 0 | 0.0% | — | 不变 |
| GLNG | GOLAR LNG LTD | $5,628 | 0.00% | 104 | 0 | 0.0% | — | 不变 |
| URBN | URBAN OUTFITTERS INC | $5,639 | 0.00% | 89 | 0 | 0.0% | — | 不变 |
| SEB | SEABOARD CORP DEL | $5,655 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| RBLX | ROBLOX CORP | $5,656 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| PNR | PENTAIR PLC | $5,663 | 0.00% | 65 | 0 | 0.0% | — | 不变 |
| DSGN | DESIGN THERAPEUTICS INC | $5,672 | 0.00% | 533 | -25 | -4.5% | -$266 | 减仓 |
| DNLI | DENALI THERAPEUTICS INC | $5,684 | 0.00% | 296 | 0 | 0.0% | — | 不变 |
| QTWO | Q2 HLDGS INC | $5,724 | 0.00% | 121 | 0 | 0.0% | — | 不变 |
| MAA | MID-AMER APT CMNTYS INC | $5,740 | 0.00% | 47 | 0 | 0.0% | — | 不变 |
| BNL | BROADSTONE NET LEASE INC | $5,756 | 0.00% | 315 | 0 | 0.0% | — | 不变 |
| KNX | KNIGHT-SWIFT TRANSN HLDGS IN | $5,758 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| RLI | RLI CORP | $5,762 | 0.00% | 101 | 51 | 102.0% | $2,910 | 加仓 |
| TPR | TAPESTRY INC | $5,786 | 0.00% | 41 | 0 | 0.0% | — | 不变 |
| OOMA | OOMA INC | $5,791 | 0.00% | 398 | 0 | 0.0% | — | 不变 |
| JBSS | SANFILIPPO JOHN B & SON INC | $5,792 | 0.00% | 73 | 0 | 0.0% | — | 不变 |
| CNC | CENTENE CORP DEL | $5,795 | 0.00% | 177 | -259 | -59.4% | -$8,480 | 减仓 |
| TDG | TRANSDIGM GROUP INC | $5,795 | 0.00% | 5 | 1 | 25.0% | $1,159 | 加仓 |
| GOLF | ACUSHNET HLDGS CORP | $5,796 | 0.00% | 62 | 0 | 0.0% | — | 不变 |
| EMN | EASTMAN CHEM CO | $5,818 | 0.00% | 76 | -2 | -2.6% | -$153 | 减仓 |
| ASB | ASSOCIATED BANC-CORP | $5,897 | 0.00% | 228 | 0 | 0.0% | — | 不变 |
| CMC | COMMERCIAL METALS CO | $5,898 | 0.00% | 96 | 0 | 0.0% | — | 不变 |
| ESE | ESCO TECHNOLOGIES INC | $5,909 | 0.00% | 21 | 0 | 0.0% | — | 不变 |
| BYD | BOYD GAMING CORP | $5,917 | 0.00% | 72 | 0 | 0.0% | — | 不变 |
| PJT | PJT PARTNERS INC | $5,925 | 0.00% | 42 | 0 | 0.0% | — | 不变 |
| CALX | CALIX INC | $5,977 | 0.00% | 122 | 0 | 0.0% | — | 不变 |
| BFH | BREAD FINANCIAL HOLDINGS INC | $5,992 | 0.00% | 80 | 0 | 0.0% | — | 不变 |
| RPRX | ROYALTY PHARMA PLC | $5,997 | 0.00% | 125 | 0 | 0.0% | — | 不变 |
| BRBR | BELLRING BRANDS INC | $6,018 | 0.00% | 374 | 362 | 3,016.7% | $5,825 | 加仓 |
| FMC | FMC CORP | $6,027 | 0.00% | 350 | 44 | 14.4% | $758 | 加仓 |
| HSIC | SCHEIN HENRY INC | $6,044 | 0.00% | 82 | 0 | 0.0% | — | 不变 |
| CHTR | CHARTER COMMUNICATIONS INC | $6,045 | 0.00% | 28 | -8 | -22.2% | -$1,727 | 减仓 |
| SNDR | SCHNEIDER NATIONAL INC | $6,063 | 0.00% | 230 | 0 | 0.0% | — | 不变 |
| ACIW | ACI WORLDWIDE INC | $6,070 | 0.00% | 148 | 0 | 0.0% | — | 不变 |
| APD | AIR PRODUCTS AND CHEMICALS I | $6,101 | 0.00% | 21 | 0 | 0.0% | — | 不变 |
| KIM | KIMCO REALTY CORP | $6,112 | 0.00% | 272 | 0 | 0.0% | — | 不变 |
| LYB | LYONDELLBASELL INDUSTRIES NV | $6,123 | 0.00% | 76 | 0 | 0.0% | — | 不变 |
| BIO | BIO RAD LABS INC | $6,133 | 0.00% | 22 | 0 | 0.0% | — | 不变 |
| ONTO | ONTO INNOVATION INC | $6,153 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| AS | AMER SPORTS INC | $6,157 | 0.00% | 187 | 0 | 0.0% | — | 不变 |
| STE | STERIS PLC | $6,192 | 0.00% | 28 | -20 | -41.7% | -$4,423 | 减仓 |
| INSW | INTERNATIONAL SEAWAYS INC | $6,195 | 0.00% | 85 | 0 | 0.0% | — | 不变 |
| MTSI | MACOM TECH SOLUTIONS HLDGS I | $6,218 | 0.00% | 28 | -3 | -9.7% | -$666 | 减仓 |
| LMND | LEMONADE INC | $6,268 | 0.00% | 100 | -18 | -15.3% | -$1,128 | 减仓 |
| BABA | ALIBABA GROUP HLDG LTD | $6,273 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| KKR | KKR & CO INC | $6,290 | 0.00% | 68 | 20 | 41.7% | $1,850 | 加仓 |
| EIX | EDISON INTL | $6,294 | 0.00% | 86 | 0 | 0.0% | — | 不变 |
| FHI | FEDERATED HERMES INC | $6,295 | 0.00% | 111 | 0 | 0.0% | — | 不变 |
| MRNA | MODERNA INC | $6,300 | 0.00% | 124 | 0 | 0.0% | — | 不变 |
| — | CLEARWAY ENERGY INC | $6,307 | 0.00% | 161 | 0 | 0.0% | — | 不变 |
| FSLR | FIRST SOLAR INC | $6,313 | 0.00% | 32 | 0 | 0.0% | — | 不变 |
| POST | POST HLDGS INC | $6,328 | 0.00% | 64 | 0 | 0.0% | — | 不变 |
| CRI | CARTERS INC | $6,330 | 0.00% | 177 | -2 | -1.1% | -$72 | 减仓 |
| EXLS | EXLSERVICE HLDGS INC | $6,334 | 0.00% | 208 | 9 | 4.5% | $274 | 加仓 |
| CACC | CREDIT ACCEP CORP MICH | $6,352 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| AMR | ALPHA METALLURGICAL RESOUR I | $6,364 | 0.00% | 31 | 0 | 0.0% | — | 不变 |
| AUR | AURORA INNOVATION INC | $6,382 | 0.00% | 1,549 | 392 | 33.9% | $1,615 | 加仓 |
| NABL | N-ABLE INC | $6,487 | 0.00% | 1,389 | 1,309 | 1,636.2% | $6,113 | 加仓 |