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 |
|---|---|---|---|---|---|---|---|---|
| GIL | GILDAN ACTIVEWEAR INC | $0 | 0.00% | 0 | -22 | -100.0% | -$1,375 | 清仓 |
| QDEL | QUIDELORTHO CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| VVV | VALVOLINE INC | $0 | 0.00% | 0 | -47 | -100.0% | -$1,366 | 清仓 |
| — | ALLSPRING INCOME OPPORTUNIT | $0 | 0.00% | 0 | -200 | -100.0% | -$1,356 | 清仓 |
| IIPR | INNOVATIVE INDL PPTYS INC | $0 | 0.00% | 0 | -28 | -100.0% | -$1,327 | 清仓 |
| FHB | FIRST HAWAIIAN INC | $0 | 0.00% | 0 | -51 | -100.0% | -$1,291 | 清仓 |
| XEVVX | EATON VANCE LIMITED DURATION | $0 | 0.00% | 0 | -130 | -100.0% | -$1,289 | 清仓 |
| XBOEX | BLACKROCK ENHANCED GLOBAL DI | $0 | 0.00% | 0 | -110 | -100.0% | -$1,289 | 清仓 |
| — | EVE HLDG INC | $0 | 0.00% | 0 | -322 | -100.0% | -$1,285 | 清仓 |
| PLTK | PLAYTIKA HLDG CORP | $0 | 0.00% | 0 | -325 | -100.0% | -$1,284 | 清仓 |
| BOX | BOX INC | $0 | 0.00% | 0 | -42 | -100.0% | -$1,257 | 清仓 |
| ACI | ALBERTSONS COS INC | $0 | 0.00% | 0 | -73 | -100.0% | -$1,254 | 清仓 |
| — | SWK HLDGS CORP | $0 | 0.00% | 0 | -68 | -100.0% | -$1,170 | 清仓 |
| KMPR | KEMPER CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | FIRST FNDTN INC | $0 | 0.00% | 0 | -181 | -100.0% | -$1,115 | 清仓 |
| — | CIVITAS RESOURCES INC | $0 | 0.00% | 0 | -41 | -100.0% | -$1,111 | 清仓 |
| INGR | INGREDION INC | $0 | 0.00% | 0 | -10 | -100.0% | -$1,103 | 清仓 |
| — | J JILL INC | $0 | 0.00% | 0 | -77 | -100.0% | -$1,057 | 清仓 |
| MTH | MERITAGE HOMES CORP | $0 | 0.00% | 0 | -16 | -100.0% | -$1,053 | 清仓 |
| WD | WALKER & DUNLOP INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| BBY | BEST BUY INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| RGTI | RIGETTI COMPUTING INC | $0 | 0.00% | 0 | -45 | -100.0% | -$997 | 清仓 |
| PSN | PARSONS CORP DEL | $0 | 0.00% | 0 | -16 | -100.0% | -$989 | 清仓 |
| COLB | COLUMBIA BKG SYS INC | $0 | 0.00% | 0 | -34 | -100.0% | -$951 | 清仓 |
| BLKB | BLACKBAUD INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ENR | ENERGIZER HLDGS INC NEW | $0 | 0.00% | 0 | -46 | -100.0% | -$915 | 清仓 |
| MBLY | MOBILEYE GLOBAL INC | $0 | 0.00% | 0 | -87 | -100.0% | -$909 | 清仓 |
| SFNC | SIMMONS 1ST NATL CORP | $0 | 0.00% | 0 | -46 | -100.0% | -$868 | 清仓 |
| NSP | INSPERITY INC | $0 | 0.00% | 0 | -20 | -100.0% | -$775 | 清仓 |
| — | CITY OFFICE REIT INC | $0 | 0.00% | 0 | -110 | -100.0% | -$769 | 清仓 |
| CAG | CONAGRA BRANDS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | TELEFONICA S A | $0 | 0.00% | 0 | -181 | -100.0% | -$734 | 清仓 |
| — | TREEHOUSE FOODS INC | $0 | 0.00% | 0 | -31 | -100.0% | -$732 | 清仓 |
| AMPH | AMPHASTAR PHARMACEUTICALS IN | $0 | 0.00% | 0 | -26 | -100.0% | -$697 | 清仓 |
| BBWI | BATH & BODY WORKS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| DRVN | DRIVEN BRANDS HLDGS INC | $0 | 0.00% | 0 | -46 | -100.0% | -$682 | 清仓 |
| DJT | TRUMP MEDIA & TECHNOLOGY GRO | $0 | 0.00% | 0 | -51 | -100.0% | -$676 | 清仓 |
| CNXC | CONCENTRIX CORP | $0 | 0.00% | 0 | -16 | -100.0% | -$666 | 清仓 |
| REYN | REYNOLDS CONSUMER PRODS INC | $0 | 0.00% | 0 | -29 | -100.0% | -$665 | 清仓 |
| KLC | KINDERCARE LEARNING COMPANIE | $0 | 0.00% | 0 | -149 | -100.0% | -$644 | 清仓 |
| TFSL | TFS FINL CORP | $0 | 0.00% | 0 | -47 | -100.0% | -$629 | 清仓 |
| ZIP | ZIPRECRUITER INC | $0 | 0.00% | 0 | -159 | -100.0% | -$621 | 清仓 |
| PRGO | PERRIGO CO PLC | $0 | 0.00% | 0 | -44 | -100.0% | -$613 | 清仓 |
| ENOV | ENOVIS CORPORATION | $0 | 0.00% | 0 | -23 | -100.0% | -$613 | 清仓 |
| KELYA | KELLY SVCS INC | $0 | 0.00% | 0 | -69 | -100.0% | -$608 | 清仓 |
| — | BCB BANCORP INC | $0 | 0.00% | 0 | -70 | -100.0% | -$565 | 清仓 |
| — | VIVID SEATS INC | $0 | 0.00% | 0 | -77 | -100.0% | -$556 | 清仓 |
| FBIN | FORTUNE BRANDS INNOVATIONS I | $0 | 0.00% | 0 | -11 | -100.0% | -$551 | 清仓 |
| GO | GROCERY OUTLET HLDG CORP | $0 | 0.00% | 0 | -53 | -100.0% | -$536 | 清仓 |
| ARCT | ARCTURUS THERAPEUTICS HLDGS | $0 | 0.00% | 0 | -87 | -100.0% | -$534 | 清仓 |
| MTN | VAIL RESORTS INC | $0 | 0.00% | 0 | -4 | -100.0% | -$532 | 清仓 |
| BDN | BRANDYWINE RLTY TR | $0 | 0.00% | 0 | -181 | -100.0% | -$529 | 清仓 |
| XLRE | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | -13 | -100.0% | -$525 | 清仓 |
| — | ALIGHT INC | $0 | 0.00% | 0 | -265 | -100.0% | -$517 | 清仓 |
| AMP | AMERIPRISE FINL INC | $0 | 0.00% | 0 | -1 | -100.0% | -$491 | 清仓 |
| PENG | PENGUIN SOLUTIONS INC | $0 | 0.00% | 0 | -25 | -100.0% | -$489 | 清仓 |
| SRI | STONERIDGE INC | $0 | 0.00% | 0 | -84 | -100.0% | -$487 | 清仓 |
| ACHC | ACADIA HEALTHCARE COMPANY IN | $0 | 0.00% | 0 | -34 | -100.0% | -$483 | 清仓 |
| — | NEUBERGER REAL ESTATE | $0 | 0.00% | 0 | -150 | -100.0% | -$456 | 清仓 |
| — | SPOK HLDGS INC | $0 | 0.00% | 0 | -34 | -100.0% | -$449 | 清仓 |
| — | WALDENCAST PLC | $0 | 0.00% | 0 | -235 | -100.0% | -$442 | 清仓 |
| — | MEDIFAST INC | $0 | 0.00% | 0 | -41 | -100.0% | -$438 | 清仓 |
| SDGR | SCHRODINGER INC | $0 | 0.00% | 0 | -23 | -100.0% | -$412 | 清仓 |
| MBC | MASTERBRAND INC | $0 | 0.00% | 0 | -31 | -100.0% | -$343 | 清仓 |
| — | XILIO THERAPEUTICS INC | $0 | 0.00% | 0 | -310 | -100.0% | -$199 | 清仓 |
| EQH | EQUITABLE HLDGS INC | $0 | 0.00% | 0 | -3 | -100.0% | -$143 | 清仓 |
| — | NET POWER INC | $0 | 0.00% | 0 | -50 | -100.0% | -$114 | 清仓 |
| VNQ | VANGUARD INDEX FDS | $0 | 0.00% | 0 | -1 | -100.0% | -$89 | 清仓 |
| — | COMERICA INC | $0 | 0.00% | 0 | -1 | -100.0% | -$87 | 清仓 |
| APTV | APTIV PLC | $0 | 0.00% | 0 | -1 | -100.0% | -$77 | 清仓 |
| EFV | ISHARES TR | $0 | 0.00% | 0 | -1 | -100.0% | -$72 | 清仓 |
| FNDE | SCHWAB STRATEGIC TR | $0 | 0.00% | 0 | -1 | -100.0% | -$37 | 清仓 |