13F 机构持仓

Private Wealth Management Group, LLC

PRINCETON NJ · SEC CIK 0002011342

2026Q22026Q1 更早 9 个季度 🔒
$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
申报市值走势$4.31亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

DIMENSIONAL ET 9.5%
DFGX 8.5%
DFAU 8.0%
VGIT 6.3%
DFIC 5.4%
DFEM 5.1%
DFAI 4.5%
DFGR 4.2%
AVDV 3.8%
AVUV 3.5%

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
SPHR SPHERE ENTERTAINMENT CO $1,8790.00%16 00.0% — 不变
TGLS TECNOGLASS INC $1,8720.00%42 1031.2% $446 加仓
CMS CMS ENERGY CORP $1,8620.00%24 -1-4.0% -$78 减仓
PCRX PACIRA BIOSCIENCES INC $1,8540.00%82 00.0% — 不变
KVYO KLAVIYO INC $1,8490.00%95 95— $1,849 新建仓
CLF CLEVELAND-CLIFFS INC NEW $1,8430.00%218 00.0% — 不变
EBC EASTERN BANKSHARES INC $1,8390.00%94 00.0% — 不变
MOS MOSAIC CO $1,8360.00%72 -6-7.7% -$153 减仓
FIVE FIVE BELOW INC $1,8280.00%8 00.0% — 不变
COLM COLUMBIA SPORTSWEAR CO $1,8090.00%33 00.0% — 不变
— SOLENO THERAPEUTICS INC $1,8080.00%54 54— $1,808 新建仓
LIF LIFE360 INC $1,7970.00%44 44— $1,797 新建仓
HRMY HARMONY BIOSCIENCES HLDGS IN $1,7930.00%64 -71-52.6% -$1,989 减仓
CHWY CHEWY INC $1,7820.00%66 00.0% — 不变
DRS LEONARDO DRS INC $1,7810.00%40 40— $1,781 新建仓
CLB CORE LABORATORIES INC $1,7800.00%106 00.0% — 不变
CURB CURBLINE PPTYS CORP $1,7800.00%69 69— $1,780 新建仓
— MEDIWOUND LTD $1,7730.00%110 110— $1,773 新建仓
MQ MARQETA INC $1,7630.00%432 00.0% — 不变
HDSN HUDSON TECHNOLOGIES INC $1,7590.00%299 -107-26.4% -$629 减仓
NHC NATIONAL HEALTHCARE CORP $1,7570.00%11 00.0% — 不变
ALKT ALKAMI TECHNOLOGY INC $1,7560.00%112 -196-63.6% -$3,073 减仓
FOX FOX CORP $1,7530.00%33 33— $1,753 新建仓
NG NOVAGOLD RESOURCES INC $1,7520.00%195 00.0% — 不变
KRC KILROY REALTY CORP $1,7500.00%62 -63-50.4% -$1,778 减仓
RMR RMR GROUP INC $1,7490.00%113 00.0% — 不变
PII POLARIS INC $1,7440.00%32 -32-50.0% -$1,744 减仓
CELH CELSIUS HLDGS INC $1,7390.00%49 00.0% — 不变
GKOS GLAUKOS CORP $1,7230.00%16 00.0% — 不变
PD PAGERDUTY INC $1,7210.00%277 277— $1,721 新建仓
TNET TRINET GROUP INC $1,7130.00%47 47— $1,713 新建仓
AEBI AEBI SCHMIDT HLDG AG $1,7090.00%176 176— $1,709 新建仓
XNCR XENCOR INC $1,7010.00%141 00.0% — 不变
ACM AECOM $1,6970.00%20 20— $1,697 新建仓
HIW HIGHWOODS PPTYS INC $1,6920.00%79 00.0% — 不变
VTOL BRISTOW GROUP INC $1,6890.00%36 00.0% — 不变
PTGX PROTAGONIST THERAPEUTICS INC $1,6870.00%16 16— $1,687 新建仓
ARVN ARVINAS INC $1,6750.00%158 00.0% — 不变
FG F&G ANNUITIES & LIFE INC $1,6720.00%66 601,000.0% $1,520 加仓
RUN SUNRUN INC $1,6680.00%123 -28-18.5% -$380 减仓
FRME FIRST MERCHANTS CORP $1,6660.00%43 -12-21.8% -$465 减仓
BKE BUCKLE INC $1,6620.00%33 00.0% — 不变
ADC AGREE RLTY CORP $1,6590.00%22 00.0% — 不变
ZG ZILLOW GROUP INC $1,6560.00%40 40— $1,656 新建仓
VC VISTEON CORP $1,6400.00%18 00.0% — 不变
UPWK UPWORK INC $1,6340.00%149 -9-5.7% -$99 减仓
BANF BANCFIRST CORP $1,6280.00%15 00.0% — 不变
DAN DANA INC $1,6160.00%48 00.0% — 不变
MCS MARCUS CORP DEL $1,6140.00%94 00.0% — 不变
VOYG VOYAGER TECHNOLOGIES INC $1,5910.00%68 68— $1,591 新建仓
SEI SOLARIS ENERGY INFRAS INC $1,5830.00%28 00.0% — 不变
NMIH NMI HLDGS INC $1,5760.00%42 00.0% — 不变
FFBC 1ST FINL BANCORP $1,5620.00%56 -271-82.9% -$7,559 减仓
PPLI IAC INC $1,5620.00%39 00.0% — 不变
ARTNA ARTESIAN RES CORP $1,5610.00%49 00.0% — 不变
KBH KB HOME $1,5530.00%30 -76-71.7% -$3,934 减仓
WGO WINNEBAGO INDS INC $1,5500.00%50 00.0% — 不变
— CATALYST PHARMACEUTICALS INC $1,5360.00%62 610.7% $149 加仓
IMXI INTERNATIONAL MONEY EXPRESS $1,5330.00%97 00.0% — 不变
NVS NOVARTIS AG $1,5280.00%10 10— $1,528 新建仓
RPD RAPID7 INC $1,5270.00%277 277— $1,527 新建仓
KD KYNDRYL HLDGS INC $1,5090.00%115 -253-68.8% -$3,320 减仓
WST WEST PHARMACEUTICAL SVSC INC $1,5040.00%6 00.0% — 不变
VTWO VANGUARD SCOTTSDALE FDS $1,5010.00%15 15— $1,501 新建仓
EOLS EVOLUS INC $1,4970.00%364 364— $1,497 新建仓
CROX CROCS INC $1,4950.00%18 00.0% — 不变
— SEACOR MARINE HLDGS INC $1,4900.00%208 00.0% — 不变
WLY WILEY JOHN & SONS INC $1,4860.00%39 00.0% — 不变
MHK MOHAWK INDS INC $1,4770.00%15 -28-65.1% -$2,757 减仓
— AMICUS THERAPEUTIC $1,4750.00%102 00.0% — 不变
CMTG CLAROS MTG TR INC $1,4670.00%616 320108.1% $762 重新持有
SKYD PARAMOUNT SKYDANCE CORP $1,4620.00%162 -24-12.9% -$217 减仓
DOV DOVER CORP $1,4600.00%7 00.0% — 不变
PBI PITNEY BOWES INC $1,4590.00%132 00.0% — 不变
MAT MATTEL INC $1,4530.00%100 -1-1.0% -$15 减仓
— DIAMOND HILL INVT GROUP INC $1,3770.00%8 00.0% — 不变
SCHD SCHWAB STRATEGIC TR $1,3670.00%45 12.3% $30 加仓
HPK HIGHPEAK ENERGY INC $1,3670.00%198 198— $1,367 新建仓
GLRE GREENLIGHT CAP RE LTD $1,3660.00%79 00.0% — 不变
XEL XCEL ENERGY INC $1,3510.00%17 00.0% — 不变
GWRE GUIDEWIRE SOFTWARE INC $1,3470.00%9 -1-10.0% -$150 减仓
NNN NNN REIT INC $1,3450.00%32 00.0% — 不变
— OCCIDENTAL PETE CORP $1,3300.00%31 00.0% — 不变
PEN PENUMBRA INC $1,3140.00%4 00.0% — 不变
CNK CINEMARK HLDGS INC $1,3120.00%46 00.0% — 不变
XRAY DENTSPLY SIRONA INC $1,3110.00%113 -147-56.5% -$1,705 减仓
AIZ ASSURANT INC $1,3070.00%6 00.0% — 不变
DG DOLLAR GEN CORP $1,3070.00%11 11— $1,307 新建仓
PBH PRESTIGE CONSMR HEALTHCARE I $1,3040.00%22 -1-4.3% -$59 减仓
NOVT NOVANTA INC $1,3000.00%11 00.0% — 不变
OLLI OLLIES BARGAIN OUTLET HLDGS $1,2890.00%14 00.0% — 不变
DCOM DIME CMNTY BANCSHARES INC $1,2860.00%38 00.0% — 不变
III INFORMATION SVCS GROUP INC $1,2830.00%334 00.0% — 不变
HWC HANCOCK WHITNEY CORPORATION $1,2720.00%20 -39-66.1% -$2,480 减仓
BDC BELDEN INC $1,2640.00%11 00.0% — 不变
AA ALCOA CORP $1,2610.00%19 00.0% — 不变
CXT CRANE NXT CO $1,2590.00%31 -83-72.8% -$3,371 减仓
AXGN AXOGEN INC $1,2590.00%38 00.0% — 不变
SHOO MADDEN STEVEN LTD $1,2560.00%37 00.0% — 不变
SOFI SOFI TECHNOLOGIES INC $1,2550.00%79 00.0% — 不变