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 |
|---|---|---|---|---|---|---|---|---|
| OGS | ONE GAS INC | $4,316 | 0.00% | 56 | 0 | 0.0% | — | 不变 |
| SANM | SANMINA CORP | $4,303 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| AAMI | ACADIAN ASSET MANAGEMENT INC | $4,292 | 0.00% | 60 | 0 | 0.0% | — | 不变 |
| RRX | REGAL REXNORD CORPORATION | $4,288 | 0.00% | 18 | 0 | 0.0% | — | 不变 |
| CWK | CUSHMAN AND WAKEFIELD LTD | $4,285 | 0.00% | 320 | 0 | 0.0% | — | 不变 |
| LEN/B | LENNAR CORP | $4,259 | 0.00% | 48 | 8 | 20.0% | $710 | 加仓 |
| RBB | RBB BANCORP | $4,250 | 0.00% | 155 | 0 | 0.0% | — | 不变 |
| FDXF | FEDEX FGHT HLDG CO INC | $4,228 | 0.00% | 28 | 28 | — | $4,228 | 新建仓 |
| SSNC | SS&C TECH HLDGS | $4,220 | 0.00% | 68 | -40 | -37.0% | -$2,482 | 减仓 |
| — | SPROTT FDS TR | $4,218 | 0.00% | 108 | 108 | — | $4,218 | 新建仓 |
| MRTN | MARTEN TRANS LTD | $4,217 | 0.00% | 243 | 0 | 0.0% | — | 不变 |
| IP | INTERNATIONAL PAPER CO | $4,191 | 0.00% | 110 | -5 | -4.3% | -$190 | 减仓 |
| ATEN | A10 NETWORKS INC | $4,185 | 0.00% | 112 | 0 | 0.0% | — | 不变 |
| KNF | KNIFE RIVER CORP | $4,183 | 0.00% | 50 | 26 | 108.3% | $2,175 | 加仓 |
| CBT | CABOT CORP | $4,178 | 0.00% | 46 | 0 | 0.0% | — | 不变 |
| LION | LIONSGATE STUDIOS CORP | $4,165 | 0.00% | 272 | 0 | 0.0% | — | 不变 |
| VOOV | VANGUARD ADMIRAL FDS INC | $4,163 | 0.00% | 19 | 0 | 0.0% | — | 不变 |
| FORM | FORMFACTOR INC | $4,159 | 0.00% | 26 | -13 | -33.3% | -$2,080 | 减仓 |
| J | JACOBS SOLUTIONS INC | $4,158 | 0.00% | 33 | 0 | 0.0% | — | 不变 |
| ILPT | INDUSTRIAL LOGISTICS PPTYS T | $4,152 | 0.00% | 468 | 0 | 0.0% | — | 不变 |
| PAYC | PAYCOM SOFTWARE INC | $4,148 | 0.00% | 33 | 15 | 83.3% | $1,885 | 加仓 |
| WTM | WHITE MTNS INS GROUP LTD | $4,147 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| CAG | CONAGRA BRANDS INC | $4,133 | 0.00% | 307 | 264 | 614.0% | $3,554 | 重新持有 |
| SPT | SPROUT SOCIAL INC | $4,100 | 0.00% | 543 | 339 | 166.2% | $2,560 | 加仓 |
| Z | ZILLOW GROUP INC | $4,098 | 0.00% | 130 | 17 | 15.0% | $536 | 加仓 |
| — | ELEVRA LITHIUM LTD | $4,089 | 0.00% | 60 | 0 | 0.0% | — | 不变 |
| — | COSTAMARE BULKERS HLDGS LTD | $4,057 | 0.00% | 231 | 0 | 0.0% | — | 不变 |
| SF | STIFEL FINL CORP | $4,047 | 0.00% | 58 | 0 | 0.0% | — | 不变 |
| SNX | TD SYNNEX CORPORATION | $4,011 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| LYB | LYONDELLBASELL INDUSTRIES NV | $4,002 | 0.00% | 76 | 0 | 0.0% | — | 不变 |
| ELF | E L F BEAUTY INC | $3,996 | 0.00% | 54 | 0 | 0.0% | — | 不变 |
| MKTX | MARKETAXESS HLDGS INC | $3,973 | 0.00% | 35 | 35 | — | $3,973 | 新建仓 |
| BEPC | BROOKFIELD RENEWABLE CORP | $3,972 | 0.00% | 107 | 107 | — | $3,972 | 新建仓 |
| WEC | WEC ENERGY GROUP INC | $3,971 | 0.00% | 34 | 0 | 0.0% | — | 不变 |
| GLOB | GLOBANT S A | $3,965 | 0.00% | 137 | 137 | — | $3,965 | 新建仓 |
| TDC | TERADATA CORP DEL | $3,951 | 0.00% | 114 | 0 | 0.0% | — | 不变 |
| CVNA | CARVANA CO | $3,950 | 0.00% | 60 | 60 | — | $3,950 | 新建仓 |
| RBRK | RUBRIK INC. | $3,934 | 0.00% | 49 | 49 | — | $3,934 | 新建仓 |
| MCHP | MICROCHIP TECHNOLOGY INC. | $3,922 | 0.00% | 43 | 0 | 0.0% | — | 不变 |
| TNET | TRINET GROUP INC | $3,910 | 0.00% | 79 | 32 | 68.1% | $1,584 | 加仓 |
| HRL | HORMEL FOODS CORP | $3,897 | 0.00% | 157 | -189 | -54.6% | -$4,691 | 减仓 |
| NCNO | NCINO INC | $3,892 | 0.00% | 238 | 0 | 0.0% | — | 不变 |
| NOG | NORTHERN OIL & GAS INC | $3,885 | 0.00% | 214 | 214 | — | $3,885 | 新建仓 |
| ASO | ACADEMY SPORTS & OUTDOORS IN | $3,865 | 0.00% | 82 | 0 | 0.0% | — | 不变 |
| CVI | CVR ENERGY INC | $3,829 | 0.00% | 139 | 0 | 0.0% | — | 不变 |
| GPK | GRAPHIC PACKAGING HLDG CO | $3,827 | 0.00% | 362 | -137 | -27.5% | -$1,448 | 减仓 |
| OKE | ONEOK INC NEW | $3,826 | 0.00% | 44 | 7 | 18.9% | $609 | 加仓 |
| NATL | NCR ATLEOS CORPORATION | $3,821 | 0.00% | 88 | 0 | 0.0% | — | 不变 |
| BRBR | BELLRING BRANDS INC | $3,818 | 0.00% | 295 | -79 | -21.1% | -$1,022 | 减仓 |
| DTCR | GLOBAL X FDS | $3,797 | 0.00% | 125 | 0 | 0.0% | — | 不变 |
| HPQ | HP INC | $3,796 | 0.00% | 173 | -300 | -63.4% | -$6,583 | 减仓 |
| HMN | HORACE MANN EDUCATORS CORP N | $3,771 | 0.00% | 73 | 0 | 0.0% | — | 不变 |
| AGNT | AGNT INC | $3,739 | 0.00% | 691 | 208 | 43.1% | $1,125 | 重新持有 |
| NEM | NEWMONT CORP | $3,736 | 0.00% | 40 | 0 | 0.0% | — | 不变 |
| HUN | HUNTSMAN CORP | $3,728 | 0.00% | 351 | 0 | 0.0% | — | 不变 |
| OIH | VANECK ETF TRUST | $3,721 | 0.00% | 10 | 10 | — | $3,721 | 新建仓 |
| STC | STEWART INFORMATION SVCS COR | $3,698 | 0.00% | 56 | 0 | 0.0% | — | 不变 |
| AGO | ASSURED GUARANTY LTD | $3,688 | 0.00% | 46 | 0 | 0.0% | — | 不变 |
| ZS | ZSCALER INC | $3,670 | 0.00% | 26 | -23 | -46.9% | -$3,247 | 减仓 |
| BRC | BRADY CORP | $3,663 | 0.00% | 40 | 0 | 0.0% | — | 不变 |
| NGVT | INGEVITY CORP | $3,659 | 0.00% | 49 | 0 | 0.0% | — | 不变 |
| AMTM | AMENTUM HOLDINGS INC | $3,659 | 0.00% | 177 | 77 | 77.0% | $1,592 | 加仓 |
| FOX | FOX CORP | $3,654 | 0.00% | 78 | 45 | 136.4% | $2,108 | 加仓 |
| AVNT | AVIENT CORPORATION | $3,623 | 0.00% | 98 | 0 | 0.0% | — | 不变 |
| SPB | SPECTRUM BRANDS HOLDINGS INC | $3,602 | 0.00% | 42 | 0 | 0.0% | — | 不变 |
| WDAY | WORKDAY INC | $3,551 | 0.00% | 29 | -139 | -82.7% | -$1.70万 | 减仓 |
| RNST | RENASANT CORP | $3,531 | 0.00% | 83 | 0 | 0.0% | — | 不变 |
| ZTS | ZOETIS INC | $3,522 | 0.00% | 49 | 3 | 6.5% | $216 | 加仓 |
| LSCC | LATTICE SEMICONDUCTOR CORP | $3,519 | 0.00% | 23 | 0 | 0.0% | — | 不变 |
| TXRH | TEXAS ROADHOUSE INC | $3,479 | 0.00% | 18 | 0 | 0.0% | — | 不变 |
| SYNA | SYNAPTICS INC | $3,479 | 0.00% | 28 | 0 | 0.0% | — | 不变 |
| WING | WINGSTOP INC | $3,469 | 0.00% | 20 | 3 | 17.6% | $520 | 加仓 |
| SGI | SOMNIGROUP INTERNATIONAL INC | $3,450 | 0.00% | 44 | 0 | 0.0% | — | 不变 |
| UMBF | UMB FINL CORP | $3,427 | 0.00% | 24 | 0 | 0.0% | — | 不变 |
| MZTI | MARZETTI COMPANY | $3,425 | 0.00% | 30 | 3 | 11.1% | $342 | 重新持有 |
| PDM | PIEDMONT REALTY TRUST INC | $3,423 | 0.00% | 374 | 0 | 0.0% | — | 不变 |
| HIMS | HIMS & HERS HEALTH INC | $3,398 | 0.00% | 98 | 94 | 2,350.0% | $3,259 | 加仓 |
| NPO | ENPRO INC | $3,393 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| MOG/A | MOOG INC | $3,391 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| CTS | CTS CORP | $3,390 | 0.00% | 52 | 0 | 0.0% | — | 不变 |
| FLG | FLAGSTAR BANK NATIONAL ASSOC | $3,377 | 0.00% | 226 | 0 | 0.0% | — | 不变 |
| HAL | HALLIBURTON CO | $3,362 | 0.00% | 99 | 0 | 0.0% | — | 不变 |
| WERN | WERNER ENTERPRISES INC | $3,358 | 0.00% | 77 | 0 | 0.0% | — | 不变 |
| PR | PERMIAN RESOURCES CORP | $3,351 | 0.00% | 182 | 0 | 0.0% | — | 不变 |
| CALX | CALIX INC | $3,322 | 0.00% | 89 | -33 | -27.0% | -$1,232 | 减仓 |
| IMAX | IMAX CORP | $3,309 | 0.00% | 83 | 0 | 0.0% | — | 不变 |
| SIGI | SELECTIVE INS GROUP INC | $3,299 | 0.00% | 34 | 0 | 0.0% | — | 不变 |
| BOOT | BOOT BARN HLDGS INC | $3,286 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| ZWS | ZURN ELKAY WATER SOLNS CORP | $3,285 | 0.00% | 65 | 0 | 0.0% | — | 不变 |
| DAR | DARLING INGREDIENTS INC | $3,278 | 0.00% | 60 | 0 | 0.0% | — | 不变 |
| HAPN | HAPPEN INC | $3,277 | 0.00% | 158 | 0 | 0.0% | — | 不变 |
| DECK | DECKERS OUTDOOR CORP | $3,277 | 0.00% | 33 | 21 | 175.0% | $2,085 | 加仓 |
| FWONK | LIBERTY MEDIA CORP DEL | $3,275 | 0.00% | 31 | 0 | 0.0% | — | 不变 |
| USFD | US FOODS HLDG CORP | $3,272 | 0.00% | 32 | 0 | 0.0% | — | 不变 |
| GIS | GENERAL MILLS INC | $3,272 | 0.00% | 94 | 17 | 22.1% | $592 | 加仓 |
| CGON | CG ONCOLOGY INC | $3,269 | 0.00% | 46 | 0 | 0.0% | — | 不变 |
| WKC | WORLD KINECT CORPORATION | $3,262 | 0.00% | 99 | 0 | 0.0% | — | 不变 |
| ADPT | ADAPTIVE BIOTECHNOLOGIES COR | $3,261 | 0.00% | 152 | 0 | 0.0% | — | 不变 |
| ABCB | AMERIS BANCORP | $3,250 | 0.00% | 36 | 0 | 0.0% | — | 不变 |
| ATRC | ATRICURE INC | $3,246 | 0.00% | 116 | 0 | 0.0% | — | 不变 |