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 |
|---|---|---|---|---|---|---|---|---|
| SM | SM ENERGY COMPANY | $3,430 | 0.00% | 110 | 59 | 115.7% | $1,840 | 加仓 |
| ECG | EVERUS CONSTR GROUP | $3,424 | 0.00% | 29 | 0 | 0.0% | — | 不变 |
| PEP | PEPSICO INC | $3,417 | 0.00% | 22 | 0 | 0.0% | — | 不变 |
| — | CLEARWATER ANALYTICS HLDGS I | $3,382 | 0.00% | 143 | 81 | 130.6% | $1,916 | 加仓 |
| RRX | REGAL REXNORD CORPORATION | $3,371 | 0.00% | 18 | 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 |
| OKE | ONEOK INC NEW | $3,345 | 0.00% | 37 | 0 | 0.0% | — | 不变 |
| ONON | ON HLDG AG | $3,334 | 0.00% | 98 | 0 | 0.0% | — | 不变 |
| NTLA | INTELLIA THERAPEUTICS INC | $3,321 | 0.00% | 259 | 0 | 0.0% | — | 不变 |
| FIP | FTAI INFRASTRUCTURE INC | $3,320 | 0.00% | 672 | 0 | 0.0% | — | 不变 |
| RBB | RBB BANCORP | $3,313 | 0.00% | 155 | 0 | 0.0% | — | 不变 |
| 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 |
| PTC | PTC INC | $3,278 | 0.00% | 23 | -1 | -4.2% | -$143 | 减仓 |
| ELF | E L F BEAUTY INC | $3,273 | 0.00% | 54 | -13 | -19.4% | -$788 | 减仓 |
| AAMI | ACADIAN ASSET MANAGEMENT INC | $3,266 | 0.00% | 60 | 0 | 0.0% | — | 不变 |
| SGI | SOMNIGROUP INTERNATIONAL INC | $3,253 | 0.00% | 44 | 0 | 0.0% | — | 不变 |
| BRC | BRADY CORP | $3,250 | 0.00% | 40 | 0 | 0.0% | — | 不变 |
| — | INMED PHARMACEUTICALS INC | $3,225 | 0.00% | 5,000 | 5,000 | — | $3,225 | 新建仓 |
| AVPT | AVEPOINT INC | $3,224 | 0.00% | 339 | 166 | 96.0% | $1,579 | 加仓 |
| OSPN | ONESPAN INC | $3,223 | 0.00% | 306 | 0 | 0.0% | — | 不变 |
| BF/A | BROWN FORMAN CORP | $3,215 | 0.00% | 120 | 78 | 185.7% | $2,090 | 加仓 |
| MRTN | MARTEN TRANS LTD | $3,191 | 0.00% | 243 | 0 | 0.0% | — | 不变 |
| TENB | TENABLE HLDGS INC | $3,181 | 0.00% | 188 | 177 | 1,609.1% | $2,995 | 重新持有 |
| IMVT | IMMUNOVANT INC | $3,180 | 0.00% | 128 | 0 | 0.0% | — | 不变 |
| TFI | SPDR SERIES TRUST | $3,174 | 0.00% | 70 | 0 | 0.0% | — | 不变 |
| IMAX | IMAX CORP | $3,155 | 0.00% | 83 | 0 | 0.0% | — | 不变 |
| BRZE | BRAZE INC | $3,141 | 0.00% | 133 | 10 | 8.1% | $236 | 加仓 |
| RHP | RYMAN HOSPITALITY PPTYS INC | $3,138 | 0.00% | 34 | -27 | -44.3% | -$2,492 | 减仓 |
| ZBRA | ZEBRA TECHNOLOGIES CORPORATI | $3,137 | 0.00% | 15 | -14 | -48.3% | -$2,928 | 减仓 |
| PCOR | PROCORE TECHNOLOGIES INC | $3,135 | 0.00% | 55 | -14 | -20.3% | -$798 | 减仓 |
| HMN | HORACE MANN EDUCATORS CORP N | $3,116 | 0.00% | 73 | 0 | 0.0% | — | 不变 |
| CGON | CG ONCOLOGY INC | $3,114 | 0.00% | 46 | 0 | 0.0% | — | 不变 |
| OIS | OIL STS INTL INC | $3,097 | 0.00% | 266 | 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 |
| PEGA | PEGASYSTEMS INC | $3,065 | 0.00% | 72 | 0 | 0.0% | — | 不变 |
| HLI | HOULIHAN LOKEY INC | $3,017 | 0.00% | 21 | 0 | 0.0% | — | 不变 |
| RNST | RENASANT CORP | $2,999 | 0.00% | 83 | 0 | 0.0% | — | 不变 |
| DTCR | GLOBAL X FDS | $2,995 | 0.00% | 125 | 0 | 0.0% | — | 不变 |
| CGNX | COGNEX CORP | $2,989 | 0.00% | 61 | -45 | -42.5% | -$2,205 | 减仓 |
| FLG | FLAGSTAR BANK NATIONAL ASSOC | $2,977 | 0.00% | 226 | 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 |
| ALG | ALAMO GROUP INC | $2,970 | 0.00% | 18 | 0 | 0.0% | — | 不变 |
| MUSA | MURPHY USA INC | $2,964 | 0.00% | 6 | 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 |
| — | CSG SYS INTL INC | $2,958 | 0.00% | 37 | 0 | 0.0% | — | 不变 |
| CME | CME GROUP INC | $2,954 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| USFD | US FOODS HLDG CORP | $2,951 | 0.00% | 32 | 0 | 0.0% | — | 不变 |
| CWT | CALIFORNIA WTR SVC GROUP | $2,948 | 0.00% | 65 | 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 |
| BOOT | BOOT BARN HLDGS INC | $2,928 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| TDC | TERADATA CORP DEL | $2,922 | 0.00% | 114 | 0 | 0.0% | — | 不变 |
| FWONK | LIBERTY MEDIA CORP DEL | $2,918 | 0.00% | 31 | 0 | 0.0% | — | 不变 |
| ZWS | ZURN ELKAY WATER SOLNS CORP | $2,915 | 0.00% | 65 | 0 | 0.0% | — | 不变 |
| — | LIBERTY BROADBAND CORP | $2,913 | 0.00% | 58 | 8 | 16.0% | $402 | 加仓 |
| BAH | BOOZ ALLEN HAMILTON HLDG COR | $2,888 | 0.00% | 37 | -1 | -2.6% | -$78 | 减仓 |
| EXPO | EXPONENT INC | $2,871 | 0.00% | 44 | -61 | -58.1% | -$3,980 | 减仓 |
| CLH | CLEAN HARBORS INC | $2,868 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| GIS | GENERAL MILLS INC | $2,866 | 0.00% | 77 | 15 | 24.2% | $558 | 加仓 |
| DDOG | DATADOG INC | $2,834 | 0.00% | 24 | 0 | 0.0% | — | 不变 |
| CAVA | CAVA GROUP INC | $2,832 | 0.00% | 35 | 0 | 0.0% | — | 不变 |
| VVX | V2X INC | $2,809 | 0.00% | 41 | 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 |
| GFS | GLOBALFOUNDRIES INC | $2,803 | 0.00% | 63 | 0 | 0.0% | — | 不变 |
| MCHP | MICROCHIP TECHNOLOGY INC. | $2,779 | 0.00% | 43 | 0 | 0.0% | — | 不变 |
| — | AVALONBAY CMNTYS INC | $2,777 | 0.00% | 17 | -2 | -10.5% | -$327 | 减仓 |
| JJSF | J & J SNACK FOODS CORP | $2,775 | 0.00% | 35 | -13 | -27.1% | -$1,031 | 减仓 |
| TRNO | TERRENO RLTY CORP | $2,764 | 0.00% | 45 | 0 | 0.0% | — | 不变 |
| LULU | LULULEMON ATHLETICA INC | $2,756 | 0.00% | 18 | -29 | -61.7% | -$4,440 | 减仓 |
| — | OMEGA FLEX INC | $2,732 | 0.00% | 88 | -1 | -1.1% | -$31 | 减仓 |
| OVV | OVINTIV INC | $2,731 | 0.00% | 46 | 0 | 0.0% | — | 不变 |
| TOL | TOLL BROTHERS INC | $2,730 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| SPSC | SPS COMM INC | $2,728 | 0.00% | 49 | -74 | -60.2% | -$4,120 | 减仓 |
| UMBF | UMB FINL CORP | $2,707 | 0.00% | 24 | 0 | 0.0% | — | 不变 |
| AFG | AMERICAN FINANCIAL GROUP INC | $2,682 | 0.00% | 21 | 0 | 0.0% | — | 不变 |
| TRDA | ENTRADA THERAPEUTICS INC | $2,676 | 0.00% | 212 | 0 | 0.0% | — | 不变 |
| — | MASIMO CORP | $2,669 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| TWST | TWIST BIOSCIENCE CORP | $2,662 | 0.00% | 56 | 0 | 0.0% | — | 不变 |
| ILPT | INDUSTRIAL LOGISTICS PPTYS T | $2,659 | 0.00% | 468 | 0 | 0.0% | — | 不变 |
| IEX | IDEX CORP | $2,654 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| GPC | GENUINE PARTS CO | $2,644 | 0.00% | 25 | -85 | -77.3% | -$8,990 | 减仓 |
| WING | WINGSTOP INC | $2,635 | 0.00% | 17 | -10 | -37.0% | -$1,550 | 减仓 |
| CG | CARLYLE GROUP INC | $2,614 | 0.00% | 54 | 0 | 0.0% | — | 不变 |
| LION | LIONSGATE STUDIOS CORP | $2,609 | 0.00% | 272 | 0 | 0.0% | — | 不变 |
| AMTM | AMENTUM HOLDINGS INC | $2,608 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| BXMT | BLACKSTONE MORTGAGE TRUST IN | $2,605 | 0.00% | 136 | 0 | 0.0% | — | 不变 |
| CIVB | CIVISTA BANCSHARES INC | $2,599 | 0.00% | 114 | 0 | 0.0% | — | 不变 |
| BORR | BORR DRILLING LTD | $2,597 | 0.00% | 450 | 0 | 0.0% | — | 不变 |
| ATEN | A10 NETWORKS INC | $2,590 | 0.00% | 112 | 0 | 0.0% | — | 不变 |
| WSBC | WESBANCO INC | $2,587 | 0.00% | 75 | 0 | 0.0% | — | 不变 |
| ONB | OLD NATL BANCORP IND | $2,586 | 0.00% | 117 | 0 | 0.0% | — | 不变 |
| MATV | MATIV HOLDINGS INC | $2,584 | 0.00% | 297 | 0 | 0.0% | — | 不变 |
| UDR | UDR INC | $2,568 | 0.00% | 76 | 0 | 0.0% | — | 不变 |