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 |
|---|---|---|---|---|---|---|---|---|
| SIGI | SELECTIVE INS GROUP INC | $2,564 | 0.00% | 34 | 0 | 0.0% | — | 不变 |
| GATX | GATX CORP | $2,562 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| BOKF | BOK FINL CORP | $2,562 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| BPOP | POPULAR INC | $2,550 | 0.00% | 19 | 0 | 0.0% | — | 不变 |
| MTCH | MATCH GROUP INC NEW | $2,549 | 0.00% | 83 | 0 | 0.0% | — | 不变 |
| CART | MAPLEBEAR INC | $2,548 | 0.00% | 68 | 68 | — | $2,548 | 新建仓 |
| SNX | TD SYNNEX CORPORATION | $2,531 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| SWX | SOUTHWEST GAS HLDGS INC | $2,521 | 0.00% | 29 | 0 | 0.0% | — | 不变 |
| LEN | LENNAR CORP | $2,519 | 0.00% | 29 | -89 | -75.4% | -$7,731 | 减仓 |
| UNF | UNIFIRST CORP MASS | $2,516 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| CPRI | CAPRI HOLDINGS LIMITED | $2,503 | 0.00% | 142 | 0 | 0.0% | — | 不变 |
| CVLT | COMMVAULT SYS INC | $2,493 | 0.00% | 32 | -28 | -46.7% | -$2,181 | 减仓 |
| CTS | CTS CORP | $2,484 | 0.00% | 52 | 0 | 0.0% | — | 不变 |
| FBNC | FIRST BANCORP N C | $2,480 | 0.00% | 44 | 0 | 0.0% | — | 不变 |
| LRN | STRIDE INC | $2,469 | 0.00% | 28 | 0 | 0.0% | — | 不变 |
| MDU | MDU RES GROUP INC | $2,466 | 0.00% | 119 | 0 | 0.0% | — | 不变 |
| CMG | CHIPOTLE MEXICAN GRILL INC | $2,465 | 0.00% | 77 | -145 | -65.3% | -$4,642 | 减仓 |
| PDM | PIEDMONT REALTY TRUST INC | $2,458 | 0.00% | 374 | 0 | 0.0% | — | 不变 |
| CTRE | CARETRUST REIT INC | $2,456 | 0.00% | 67 | 67 | — | $2,456 | 新建仓 |
| VSH | VISHAY INTERTECHNOLOGY INC | $2,448 | 0.00% | 136 | 0 | 0.0% | — | 不变 |
| FLUT | FLUTTER ENTMT PLC | $2,447 | 0.00% | 24 | 0 | 0.0% | — | 不变 |
| NEO | NEOGENOMICS INC | $2,442 | 0.00% | 329 | 0 | 0.0% | — | 不变 |
| FENC | FENNEC PHARMACEUTICALS INC | $2,442 | 0.00% | 397 | 150 | 60.7% | $923 | 加仓 |
| GPN | GLOBAL PMTS INC | $2,423 | 0.00% | 36 | -22 | -37.9% | -$1,481 | 减仓 |
| ITRI | ITRON INC | $2,421 | 0.00% | 27 | -17 | -38.6% | -$1,524 | 减仓 |
| TKO | TKO GROUP HOLDINGS INC | $2,420 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| VRTS | VIRTUS INVT PARTNERS INC | $2,419 | 0.00% | 18 | 0 | 0.0% | — | 不变 |
| BRO | BROWN & BROWN INC | $2,413 | 0.00% | 37 | -154 | -80.6% | -$1.00万 | 减仓 |
| VST | VISTRA CORP | $2,406 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| CWEN | CLEARWAY ENERGY INC | $2,397 | 0.00% | 61 | 0 | 0.0% | — | 不变 |
| OGN | ORGANON & CO | $2,379 | 0.00% | 397 | 0 | 0.0% | — | 不变 |
| TXT | TEXTRON INC | $2,365 | 0.00% | 27 | 0 | 0.0% | — | 不变 |
| REZI | RESIDEO TECHNOLOGIES INC | $2,360 | 0.00% | 70 | 0 | 0.0% | — | 不变 |
| M | MACYS INC | $2,352 | 0.00% | 130 | 0 | 0.0% | — | 不变 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $2,351 | 0.00% | 6 | 6 | — | $2,351 | 新建仓 |
| MOG/A | MOOG INC | $2,342 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| BMNR | BITMINE IMMERSION TECNOLOGIE | $2,315 | 0.00% | 117 | 117 | — | $2,315 | 新建仓 |
| APG | API GROUP CORP | $2,310 | 0.00% | 57 | 0 | 0.0% | — | 不变 |
| MATX | MATSON INC | $2,296 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| RGLD | ROYAL GOLD INC | $2,291 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| WKC | WORLD KINECT CORPORATION | $2,284 | 0.00% | 99 | -8 | -7.5% | -$185 | 减仓 |
| DOC | HEALTHPEAK PROPERTIES INC | $2,284 | 0.00% | 139 | 36 | 35.0% | $592 | 加仓 |
| PCTY | PAYLOCITY HLDG CORP | $2,269 | 0.00% | 21 | 13 | 162.5% | $1,405 | 加仓 |
| BAX | BAXTER INTL INC | $2,268 | 0.00% | 135 | -263 | -66.1% | -$4,418 | 减仓 |
| WERN | WERNER ENTERPRISES INC | $2,265 | 0.00% | 77 | 0 | 0.0% | — | 不变 |
| HAPN | LENDINGCLUB ISSUANCE TR SER | $2,263 | 0.00% | 158 | 0 | 0.0% | — | 不变 |
| AEIS | ADVANCED ENERGY INDS | $2,259 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| NPO | ENPRO INC | $2,256 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| THG | HANOVER INS GROUP INC | $2,254 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| UNFI | UNITED NAT FOODS INC | $2,253 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| MSGK | MADISON SQUARE GRDN SPRT COR | $2,250 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| MLKN | MILLERKNOLL INC | $2,227 | 0.00% | 154 | 0 | 0.0% | — | 不变 |
| ENSG | ENSIGN GROUP INC | $2,217 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| COTY | COTY INC | $2,211 | 0.00% | 1,100 | -365 | -24.9% | -$734 | 减仓 |
| SANM | SANMINA CORP | $2,204 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| ESRT | EMPIRE ST RLTY TR INC | $2,195 | 0.00% | 422 | 422 | — | $2,195 | 新建仓 |
| ADAM | ADAMAS TRUST INC. | $2,194 | 0.00% | 298 | 0 | 0.0% | — | 不变 |
| PAYC | PAYCOM SOFTWARE INC | $2,188 | 0.00% | 18 | -3 | -14.3% | -$365 | 减仓 |
| PRMB | PRIMO BRANDS CORPORATION | $2,185 | 0.00% | 116 | 0 | 0.0% | — | 不变 |
| WSO | WATSCO INC | $2,183 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| ARKO | ARKO CORP | $2,169 | 0.00% | 390 | 0 | 0.0% | — | 不变 |
| WSBF | WATERSTONE FINL INC MD | $2,164 | 0.00% | 120 | 0 | 0.0% | — | 不变 |
| HOS | HELIX ENERGY SOLUTIONS GRP I | $2,157 | 0.00% | 218 | -66 | -23.2% | -$653 | 减仓 |
| ROK | ROCKWELL AUTOMATION INC | $2,154 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| NSIT | INSIGHT ENTERPRISES INC | $2,145 | 0.00% | 32 | 14 | 77.8% | $938 | 加仓 |
| GME | GAMESTOP CORP | $2,143 | 0.00% | 93 | -2 | -2.1% | -$46 | 减仓 |
| CI | THE CIGNA GROUP | $2,134 | 0.00% | 8 | -9 | -52.9% | -$2,401 | 减仓 |
| LSCC | LATTICE SEMICONDUCTOR CORP | $2,134 | 0.00% | 23 | 0 | 0.0% | — | 不变 |
| DELL | DELL TECHNOLOGIES INC | $2,134 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| SSB | SOUTHSTATE BK CORP | $2,128 | 0.00% | 23 | -17 | -42.5% | -$1,573 | 减仓 |
| WAL | WESTERN ALLIANCE BANCORP | $2,126 | 0.00% | 30 | -16 | -34.8% | -$1,134 | 减仓 |
| ADPT | ADAPTIVE BIOTECHNOLOGIES COR | $2,110 | 0.00% | 152 | -15 | -9.0% | -$208 | 减仓 |
| LITE | LUMENTUM HLDGS INC | $2,109 | 0.00% | 3 | -8 | -72.7% | -$5,624 | 减仓 |
| DT | DYNATRACE INC | $2,108 | 0.00% | 57 | 53 | 1,325.0% | $1,960 | 加仓 |
| HXL | HEXCEL CORP NEW | $2,105 | 0.00% | 26 | 0 | 0.0% | — | 不变 |
| ACTG | ACACIA RESH CORP | $2,093 | 0.00% | 435 | 77 | 21.5% | $370 | 加仓 |
| BN | BROOKFIELD CORP | $2,077 | 0.00% | 51 | 0 | 0.0% | — | 不变 |
| PFGC | PERFORMANCE FOOD GROUP CO | $2,056 | 0.00% | 24 | 0 | 0.0% | — | 不变 |
| — | NUVALENT INC | $2,049 | 0.00% | 20 | 20 | — | $2,049 | 新建仓 |
| LOPE | GRAND CANYON ED INC | $2,041 | 0.00% | 12 | -19 | -61.3% | -$3,232 | 减仓 |
| ALLY | ALLY FINL INC | $2,040 | 0.00% | 52 | -49 | -48.5% | -$1,922 | 减仓 |
| BCPC | BALCHEM CORP | $2,034 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| DY | DYCOM INDS INC | $2,033 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| INDB | INDEPENDENT BK CORP MASS | $2,031 | 0.00% | 27 | 0 | 0.0% | — | 不变 |
| FRHC | FREEDOM HOLDING CORP | $2,029 | 0.00% | 14 | 14 | — | $2,029 | 新建仓 |
| GABC | GERMAN AMERN BANCORP INC | $2,006 | 0.00% | 48 | 0 | 0.0% | — | 不变 |
| LGND | LIGAND PHARMACEUTICALS INC | $1,997 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| DKNG | DRAFTKINGS INC NEW | $1,990 | 0.00% | 92 | -15 | -14.0% | -$324 | 减仓 |
| BXP | BXP INC | $1,973 | 0.00% | 38 | 2 | 5.6% | $104 | 加仓 |
| DUOL | DUOLINGO INC | $1,972 | 0.00% | 20 | 20 | — | $1,972 | 新建仓 |
| — | GATES INDL CORP PLC | $1,968 | 0.00% | 87 | 0 | 0.0% | — | 不变 |
| HUBB | HUBBELL INC | $1,963 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| SYNA | SYNAPTICS INC | $1,962 | 0.00% | 28 | 0 | 0.0% | — | 不变 |
| KNF | KNIFE RIVER CORP | $1,960 | 0.00% | 24 | 0 | 0.0% | — | 不变 |
| SMCI | SUPER MICRO COMPUTER INC | $1,936 | 0.00% | 85 | 0 | 0.0% | — | 不变 |
| WTTR | SELECT WATER SOLUTIONS INC | $1,928 | 0.00% | 126 | 0 | 0.0% | — | 不变 |
| — | TEVA PHARMACEUTICAL INDS LTD | $1,928 | 0.00% | 64 | 64 | — | $1,928 | 新建仓 |
| FLYW | FLYWIRE CORPORATION | $1,909 | 0.00% | 164 | 0 | 0.0% | — | 不变 |
| BL | BLACKLINE INC | $1,887 | 0.00% | 51 | 51 | — | $1,887 | 新建仓 |
| COLD | AMERICOLD REALTY TRUST INC | $1,880 | 0.00% | 164 | -197 | -54.6% | -$2,258 | 减仓 |