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 |
|---|---|---|---|---|---|---|---|---|
| BANF | BANCFIRST CORP | $1,667 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| ARTNA | ARTESIAN RES CORP | $1,666 | 0.00% | 49 | 0 | 0.0% | — | 不变 |
| RUN | SUNRUN INC | $1,646 | 0.00% | 123 | 0 | 0.0% | — | 不变 |
| AIZ | ASSURANT INC | $1,612 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| SAM | BOSTON BEER INC | $1,594 | 0.00% | 9 | -22 | -71.0% | -$3,896 | 减仓 |
| — | SEACOR MARINE HLDGS INC | $1,592 | 0.00% | 208 | 0 | 0.0% | — | 不变 |
| WD | WALKER & DUNLOP INC | $1,587 | 0.00% | 29 | 12 | 70.6% | $657 | 重新持有 |
| DLB | DOLBY LABORATORIES INC | $1,578 | 0.00% | 30 | 20 | 200.0% | $1,052 | 加仓 |
| LOPE | GRAND CANYON ED INC | $1,575 | 0.00% | 11 | -1 | -8.3% | -$143 | 减仓 |
| DFH | DREAM FINDERS HOMES INC | $1,571 | 0.00% | 91 | 0 | 0.0% | — | 重新持有 |
| DOV | DOVER CORP | $1,570 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| NVS | NOVARTIS AG | $1,568 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| TRDA | ENTRADA THERAPEUTICS INC | $1,561 | 0.00% | 212 | 0 | 0.0% | — | 不变 |
| SHOO | MADDEN STEVEN LTD | $1,558 | 0.00% | 37 | 0 | 0.0% | — | 不变 |
| DCOM | DIME COML BANCSHARES INC | $1,545 | 0.00% | 38 | 0 | 0.0% | — | 不变 |
| NMAX | NEWSMAX INC | $1,541 | 0.00% | 186 | 0 | 0.0% | — | 不变 |
| RHI | ROBERT HALF INC. | $1,535 | 0.00% | 50 | -122 | -70.9% | -$3,745 | 重新持有 |
| POWI | POWER INTEGRATIONS INC | $1,508 | 0.00% | 18 | 0 | 0.0% | — | 不变 |
| RAMP | LIVERAMP HLDGS INC | $1,506 | 0.00% | 40 | 0 | 0.0% | — | 不变 |
| VALE | VALE S A | $1,504 | 0.00% | 100 | 100 | — | $1,504 | 新建仓 |
| JBLU | JETBLUE AIRWAYS CORP | $1,496 | 0.00% | 261 | 0 | 0.0% | — | 不变 |
| HWC | HANCOCK WHITNEY CORPORATION | $1,495 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| FFBC | 1ST FINL BANCORP | $1,489 | 0.00% | 44 | -12 | -21.4% | -$406 | 减仓 |
| NNN | NNN REIT INC | $1,489 | 0.00% | 32 | 0 | 0.0% | — | 不变 |
| VTOL | BRISTOW GROUP INC | $1,488 | 0.00% | 36 | 0 | 0.0% | — | 不变 |
| LYV | LIVE NATION ENTERTAINMENT IN | $1,465 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| CNK | CINEMARK HLDGS INC | $1,460 | 0.00% | 46 | 0 | 0.0% | — | 不变 |
| BBWI | BATH & BODY WORKS INC | $1,458 | 0.00% | 63 | 29 | 85.3% | $671 | 重新持有 |
| KMPR | KEMPER CORP | $1,456 | 0.00% | 54 | 26 | 92.9% | $701 | 重新持有 |
| FIVE | FIVE BELOW INC | $1,439 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| CELH | CELSIUS HLDGS INC | $1,435 | 0.00% | 49 | 0 | 0.0% | — | 不变 |
| OTIS | OTIS WORLDWIDE CORP | $1,432 | 0.00% | 20 | -26 | -56.5% | -$1,862 | 减仓 |
| MAT | MATTEL INC | $1,430 | 0.00% | 103 | 3 | 3.0% | $42 | 加仓 |
| SOFI | SOFI TECHNOLOGIES INC | $1,417 | 0.00% | 79 | 0 | 0.0% | — | 不变 |
| LQDT | LIQUIDITY SVCS INC | $1,409 | 0.00% | 36 | 0 | 0.0% | — | 不变 |
| IMXI | INTERNATIONAL MONEY EXPRESS | $1,402 | 0.00% | 97 | 0 | 0.0% | — | 不变 |
| FMBH | FIRST MID BANCSHARES INC | $1,395 | 0.00% | 29 | 0 | 0.0% | — | 不变 |
| FELE | FRANKLIN ELEC INC | $1,394 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| BKE | BUCKLE INC | $1,393 | 0.00% | 33 | 0 | 0.0% | — | 不变 |
| ROKU | ROKU INC | $1,382 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| III | INFORMATION SVCS GROUP INC | $1,373 | 0.00% | 334 | 0 | 0.0% | — | 不变 |
| MD | PEDIATRIX MEDICAL GROUP INC | $1,368 | 0.00% | 54 | 0 | 0.0% | — | 不变 |
| HPP | HUDSON PACIFIC PROPERTIES IN | $1,368 | 0.00% | 90 | 0 | 0.0% | — | 不变 |
| XEL | XCEL ENERGY INC | $1,366 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| CBSH | COMMERCE BANCSHARES INC | $1,329 | 0.00% | 23 | 0 | 0.0% | — | 不变 |
| BDC | BELDEN INC | $1,320 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| DAN | DANA INC | $1,307 | 0.00% | 48 | 0 | 0.0% | — | 不变 |
| CF | CF INDUSTRIES HOLD | $1,300 | 0.00% | 12 | 12 | — | $1,300 | 新建仓 |
| MSGE | MADISON SQUARE GARDEN ENTMT | $1,295 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| ARCB | ARCBEST CORP | $1,292 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| VO | VANGUARD INDEX FDS | $1,290 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| SARO | STANDARDAERO INC | $1,287 | 0.00% | 43 | 0 | 0.0% | — | 不变 |
| CVBF | CVB FINL CORP | $1,286 | 0.00% | 57 | 0 | 0.0% | — | 不变 |
| GLRE | GREENLIGHT CAP RE LTD | $1,279 | 0.00% | 79 | 0 | 0.0% | — | 不变 |
| TALO | TALOS ENERGY INC | $1,279 | 0.00% | 99 | 99 | — | $1,279 | 新建仓 |
| ALV | AUTOLIV INC | $1,278 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| PSA | PUBLIC STORAGE | $1,274 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| FMC | FMC CORP | $1,265 | 0.00% | 110 | -240 | -68.6% | -$2,760 | 减仓 |
| PEN | PENUMBRA INC | $1,263 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| UPWK | UPWORK INC | $1,246 | 0.00% | 149 | 0 | 0.0% | — | 不变 |
| GBCI | GLACIER BANCORP INC NEW | $1,238 | 0.00% | 24 | 0 | 0.0% | — | 不变 |
| FOXF | FOX FACTORY HLDG CORP | $1,237 | 0.00% | 73 | 0 | 0.0% | — | 不变 |
| CLB | CORE LABORATORIES INC | $1,235 | 0.00% | 106 | 0 | 0.0% | — | 不变 |
| MAS | MASCO CORP | $1,221 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| CMPR | CIMPRESS PLC | $1,221 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| CBU | COMMUNITY FINANCIAL SYSTEM I | $1,209 | 0.00% | 18 | 0 | 0.0% | — | 不变 |
| CMTG | CLAROS MTG TR INC | $1,208 | 0.00% | 514 | -102 | -16.6% | -$240 | 减仓 |
| REG | REGENCY CTRS CORP | $1,197 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| FIBK | FIRST INTST BANCSYSTEM INC | $1,196 | 0.00% | 31 | 0 | 0.0% | — | 不变 |
| VOYA | VOYA FINANCIAL INC | $1,177 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| NG | NOVAGOLD RESOURCES INC | $1,165 | 0.00% | 195 | 0 | 0.0% | — | 不变 |
| ABUS | ARBUTUS BIOPHARMA CORP | $1,162 | 0.00% | 242 | 0 | 0.0% | — | 不变 |
| AWR | AMER STATES WTR CO | $1,157 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| SKYD | PARAMOUNT SKYDANCE CORP | $1,154 | 0.00% | 117 | -45 | -27.8% | -$444 | 减仓 |
| ADTN | ADTRAN HOLDINGS INC | $1,154 | 0.00% | 83 | -5 | -5.7% | -$70 | 减仓 |
| VERX | VERTEX INC | $1,148 | 0.00% | 100 | -259 | -72.1% | -$2,973 | 减仓 |
| CPT | CAMDEN PPTY TR | $1,145 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| NHI | NATIONAL HEALTH INVS INC | $1,144 | 0.00% | 15 | 15 | — | $1,144 | 新建仓 |
| — | ACRES COMMERCIAL REALTY CORP | $1,139 | 0.00% | 64 | 0 | 0.0% | — | 不变 |
| HWKN | HAWKINS INC | $1,137 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| SAFT | SAFETY INS GROUP INC | $1,123 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| BIPC | BROOKFIELD INFRASTRUCTURE CO | $1,117 | 0.00% | 29 | 0 | 0.0% | — | 不变 |
| INVA | INNOVIVA INC | $1,113 | 0.00% | 49 | 0 | 0.0% | — | 不变 |
| GWRE | GUIDEWIRE SOFTWARE INC | $1,108 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| ALX | ALEXANDERS INC | $1,103 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| SBRA | SABRA HEALTH CARE REIT INC | $1,093 | 0.00% | 56 | 56 | — | $1,093 | 新建仓 |
| LZB | LA Z BOY INC | $1,084 | 0.00% | 27 | 0 | 0.0% | — | 不变 |
| DXYZ | DESTINY TECH100 INC | $1,082 | 0.00% | 42 | 0 | 0.0% | — | 不变 |
| ENTG | ENTEGRIS INC | $1,080 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| OLLI | OLLIES BARGAIN OUTLET HLDGS | $1,077 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| NTB | BANK OF N T BUTTERFIELD & SO | $1,071 | 0.00% | 18 | 0 | 0.0% | — | 不变 |
| MP | MP MATERIALS CORP | $1,065 | 0.00% | 19 | 0 | 0.0% | — | 不变 |
| CRSR | CORSAIR GAMING INC | $1,064 | 0.00% | 110 | 0 | 0.0% | — | 不变 |
| CFFN | CAPITOL FED FINL INC | $1,056 | 0.00% | 124 | 0 | 0.0% | — | 不变 |
| FWONA | LIBERTY MEDIA CORP DEL | $1,051 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| IDYA | IDEAYA BIOSCIENCES INC | $1,044 | 0.00% | 28 | 0 | 0.0% | — | 不变 |
| CLDX | CELLDEX THERAPEUTICS INC NEW | $1,042 | 0.00% | 28 | 0 | 0.0% | — | 不变 |
| KD | KYNDRYL HLDGS INC | $1,041 | 0.00% | 92 | -23 | -20.0% | -$260 | 减仓 |
| PTEN | PATTERSON-UTI ENERGY INC | $1,038 | 0.00% | 113 | 0 | 0.0% | — | 不变 |
| OMF | ONEMAIN HLDGS INC | $1,037 | 0.00% | 17 | 0 | 0.0% | — | 不变 |