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 |
|---|---|---|---|---|---|---|---|---|
| SPHR | SPHERE ENTERTAINMENT CO | $1,879 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| TGLS | TECNOGLASS INC | $1,872 | 0.00% | 42 | 10 | 31.2% | $446 | 加仓 |
| CMS | CMS ENERGY CORP | $1,862 | 0.00% | 24 | -1 | -4.0% | -$78 | 减仓 |
| PCRX | PACIRA BIOSCIENCES INC | $1,854 | 0.00% | 82 | 0 | 0.0% | — | 不变 |
| KVYO | KLAVIYO INC | $1,849 | 0.00% | 95 | 95 | — | $1,849 | 新建仓 |
| CLF | CLEVELAND-CLIFFS INC NEW | $1,843 | 0.00% | 218 | 0 | 0.0% | — | 不变 |
| EBC | EASTERN BANKSHARES INC | $1,839 | 0.00% | 94 | 0 | 0.0% | — | 不变 |
| MOS | MOSAIC CO | $1,836 | 0.00% | 72 | -6 | -7.7% | -$153 | 减仓 |
| FIVE | FIVE BELOW INC | $1,828 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| COLM | COLUMBIA SPORTSWEAR CO | $1,809 | 0.00% | 33 | 0 | 0.0% | — | 不变 |
| — | SOLENO THERAPEUTICS INC | $1,808 | 0.00% | 54 | 54 | — | $1,808 | 新建仓 |
| LIF | LIFE360 INC | $1,797 | 0.00% | 44 | 44 | — | $1,797 | 新建仓 |
| HRMY | HARMONY BIOSCIENCES HLDGS IN | $1,793 | 0.00% | 64 | -71 | -52.6% | -$1,989 | 减仓 |
| CHWY | CHEWY INC | $1,782 | 0.00% | 66 | 0 | 0.0% | — | 不变 |
| DRS | LEONARDO DRS INC | $1,781 | 0.00% | 40 | 40 | — | $1,781 | 新建仓 |
| CLB | CORE LABORATORIES INC | $1,780 | 0.00% | 106 | 0 | 0.0% | — | 不变 |
| CURB | CURBLINE PPTYS CORP | $1,780 | 0.00% | 69 | 69 | — | $1,780 | 新建仓 |
| — | MEDIWOUND LTD | $1,773 | 0.00% | 110 | 110 | — | $1,773 | 新建仓 |
| MQ | MARQETA INC | $1,763 | 0.00% | 432 | 0 | 0.0% | — | 不变 |
| HDSN | HUDSON TECHNOLOGIES INC | $1,759 | 0.00% | 299 | -107 | -26.4% | -$629 | 减仓 |
| NHC | NATIONAL HEALTHCARE CORP | $1,757 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| ALKT | ALKAMI TECHNOLOGY INC | $1,756 | 0.00% | 112 | -196 | -63.6% | -$3,073 | 减仓 |
| FOX | FOX CORP | $1,753 | 0.00% | 33 | 33 | — | $1,753 | 新建仓 |
| NG | NOVAGOLD RESOURCES INC | $1,752 | 0.00% | 195 | 0 | 0.0% | — | 不变 |
| KRC | KILROY REALTY CORP | $1,750 | 0.00% | 62 | -63 | -50.4% | -$1,778 | 减仓 |
| RMR | RMR GROUP INC | $1,749 | 0.00% | 113 | 0 | 0.0% | — | 不变 |
| PII | POLARIS INC | $1,744 | 0.00% | 32 | -32 | -50.0% | -$1,744 | 减仓 |
| CELH | CELSIUS HLDGS INC | $1,739 | 0.00% | 49 | 0 | 0.0% | — | 不变 |
| GKOS | GLAUKOS CORP | $1,723 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| PD | PAGERDUTY INC | $1,721 | 0.00% | 277 | 277 | — | $1,721 | 新建仓 |
| TNET | TRINET GROUP INC | $1,713 | 0.00% | 47 | 47 | — | $1,713 | 新建仓 |
| AEBI | AEBI SCHMIDT HLDG AG | $1,709 | 0.00% | 176 | 176 | — | $1,709 | 新建仓 |
| XNCR | XENCOR INC | $1,701 | 0.00% | 141 | 0 | 0.0% | — | 不变 |
| ACM | AECOM | $1,697 | 0.00% | 20 | 20 | — | $1,697 | 新建仓 |
| HIW | HIGHWOODS PPTYS INC | $1,692 | 0.00% | 79 | 0 | 0.0% | — | 不变 |
| VTOL | BRISTOW GROUP INC | $1,689 | 0.00% | 36 | 0 | 0.0% | — | 不变 |
| PTGX | PROTAGONIST THERAPEUTICS INC | $1,687 | 0.00% | 16 | 16 | — | $1,687 | 新建仓 |
| ARVN | ARVINAS INC | $1,675 | 0.00% | 158 | 0 | 0.0% | — | 不变 |
| FG | F&G ANNUITIES & LIFE INC | $1,672 | 0.00% | 66 | 60 | 1,000.0% | $1,520 | 加仓 |
| RUN | SUNRUN INC | $1,668 | 0.00% | 123 | -28 | -18.5% | -$380 | 减仓 |
| FRME | FIRST MERCHANTS CORP | $1,666 | 0.00% | 43 | -12 | -21.8% | -$465 | 减仓 |
| BKE | BUCKLE INC | $1,662 | 0.00% | 33 | 0 | 0.0% | — | 不变 |
| ADC | AGREE RLTY CORP | $1,659 | 0.00% | 22 | 0 | 0.0% | — | 不变 |
| ZG | ZILLOW GROUP INC | $1,656 | 0.00% | 40 | 40 | — | $1,656 | 新建仓 |
| VC | VISTEON CORP | $1,640 | 0.00% | 18 | 0 | 0.0% | — | 不变 |
| UPWK | UPWORK INC | $1,634 | 0.00% | 149 | -9 | -5.7% | -$99 | 减仓 |
| BANF | BANCFIRST CORP | $1,628 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| DAN | DANA INC | $1,616 | 0.00% | 48 | 0 | 0.0% | — | 不变 |
| MCS | MARCUS CORP DEL | $1,614 | 0.00% | 94 | 0 | 0.0% | — | 不变 |
| VOYG | VOYAGER TECHNOLOGIES INC | $1,591 | 0.00% | 68 | 68 | — | $1,591 | 新建仓 |
| SEI | SOLARIS ENERGY INFRAS INC | $1,583 | 0.00% | 28 | 0 | 0.0% | — | 不变 |
| NMIH | NMI HLDGS INC | $1,576 | 0.00% | 42 | 0 | 0.0% | — | 不变 |
| FFBC | 1ST FINL BANCORP | $1,562 | 0.00% | 56 | -271 | -82.9% | -$7,559 | 减仓 |
| PPLI | IAC INC | $1,562 | 0.00% | 39 | 0 | 0.0% | — | 不变 |
| ARTNA | ARTESIAN RES CORP | $1,561 | 0.00% | 49 | 0 | 0.0% | — | 不变 |
| KBH | KB HOME | $1,553 | 0.00% | 30 | -76 | -71.7% | -$3,934 | 减仓 |
| WGO | WINNEBAGO INDS INC | $1,550 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| — | CATALYST PHARMACEUTICALS INC | $1,536 | 0.00% | 62 | 6 | 10.7% | $149 | 加仓 |
| IMXI | INTERNATIONAL MONEY EXPRESS | $1,533 | 0.00% | 97 | 0 | 0.0% | — | 不变 |
| NVS | NOVARTIS AG | $1,528 | 0.00% | 10 | 10 | — | $1,528 | 新建仓 |
| RPD | RAPID7 INC | $1,527 | 0.00% | 277 | 277 | — | $1,527 | 新建仓 |
| KD | KYNDRYL HLDGS INC | $1,509 | 0.00% | 115 | -253 | -68.8% | -$3,320 | 减仓 |
| WST | WEST PHARMACEUTICAL SVSC INC | $1,504 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| VTWO | VANGUARD SCOTTSDALE FDS | $1,501 | 0.00% | 15 | 15 | — | $1,501 | 新建仓 |
| EOLS | EVOLUS INC | $1,497 | 0.00% | 364 | 364 | — | $1,497 | 新建仓 |
| CROX | CROCS INC | $1,495 | 0.00% | 18 | 0 | 0.0% | — | 不变 |
| — | SEACOR MARINE HLDGS INC | $1,490 | 0.00% | 208 | 0 | 0.0% | — | 不变 |
| WLY | WILEY JOHN & SONS INC | $1,486 | 0.00% | 39 | 0 | 0.0% | — | 不变 |
| MHK | MOHAWK INDS INC | $1,477 | 0.00% | 15 | -28 | -65.1% | -$2,757 | 减仓 |
| — | AMICUS THERAPEUTIC | $1,475 | 0.00% | 102 | 0 | 0.0% | — | 不变 |
| CMTG | CLAROS MTG TR INC | $1,467 | 0.00% | 616 | 320 | 108.1% | $762 | 重新持有 |
| SKYD | PARAMOUNT SKYDANCE CORP | $1,462 | 0.00% | 162 | -24 | -12.9% | -$217 | 减仓 |
| DOV | DOVER CORP | $1,460 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| PBI | PITNEY BOWES INC | $1,459 | 0.00% | 132 | 0 | 0.0% | — | 不变 |
| MAT | MATTEL INC | $1,453 | 0.00% | 100 | -1 | -1.0% | -$15 | 减仓 |
| — | DIAMOND HILL INVT GROUP INC | $1,377 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| SCHD | SCHWAB STRATEGIC TR | $1,367 | 0.00% | 45 | 1 | 2.3% | $30 | 加仓 |
| HPK | HIGHPEAK ENERGY INC | $1,367 | 0.00% | 198 | 198 | — | $1,367 | 新建仓 |
| GLRE | GREENLIGHT CAP RE LTD | $1,366 | 0.00% | 79 | 0 | 0.0% | — | 不变 |
| XEL | XCEL ENERGY INC | $1,351 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| GWRE | GUIDEWIRE SOFTWARE INC | $1,347 | 0.00% | 9 | -1 | -10.0% | -$150 | 减仓 |
| NNN | NNN REIT INC | $1,345 | 0.00% | 32 | 0 | 0.0% | — | 不变 |
| — | OCCIDENTAL PETE CORP | $1,330 | 0.00% | 31 | 0 | 0.0% | — | 不变 |
| PEN | PENUMBRA INC | $1,314 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| CNK | CINEMARK HLDGS INC | $1,312 | 0.00% | 46 | 0 | 0.0% | — | 不变 |
| XRAY | DENTSPLY SIRONA INC | $1,311 | 0.00% | 113 | -147 | -56.5% | -$1,705 | 减仓 |
| AIZ | ASSURANT INC | $1,307 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| DG | DOLLAR GEN CORP | $1,307 | 0.00% | 11 | 11 | — | $1,307 | 新建仓 |
| PBH | PRESTIGE CONSMR HEALTHCARE I | $1,304 | 0.00% | 22 | -1 | -4.3% | -$59 | 减仓 |
| NOVT | NOVANTA INC | $1,300 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| OLLI | OLLIES BARGAIN OUTLET HLDGS | $1,289 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| DCOM | DIME CMNTY BANCSHARES INC | $1,286 | 0.00% | 38 | 0 | 0.0% | — | 不变 |
| III | INFORMATION SVCS GROUP INC | $1,283 | 0.00% | 334 | 0 | 0.0% | — | 不变 |
| HWC | HANCOCK WHITNEY CORPORATION | $1,272 | 0.00% | 20 | -39 | -66.1% | -$2,480 | 减仓 |
| BDC | BELDEN INC | $1,264 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| AA | ALCOA CORP | $1,261 | 0.00% | 19 | 0 | 0.0% | — | 不变 |
| CXT | CRANE NXT CO | $1,259 | 0.00% | 31 | -83 | -72.8% | -$3,371 | 减仓 |
| AXGN | AXOGEN INC | $1,259 | 0.00% | 38 | 0 | 0.0% | — | 不变 |
| SHOO | MADDEN STEVEN LTD | $1,256 | 0.00% | 37 | 0 | 0.0% | — | 不变 |
| SOFI | SOFI TECHNOLOGIES INC | $1,255 | 0.00% | 79 | 0 | 0.0% | — | 不变 |