13F 机构持仓

Private Wealth Management Group, LLC

PRINCETON NJ · SEC CIK 0002011342

2026Q22026Q1 更早 9 个季度 🔒
$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
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 9.6%
DFAU 8.5%
DFGX 7.9%
VGIT 5.7%
DFEM 5.2%
DFIC 5.0%
DFAI 4.4%
DFGR 4.2%
AVDV 3.3%
AVUV 3.3%

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
DRS LEONARDO DRS INC $00.00%0 -40-100.0% -$1,781 清仓
— MEDIWOUND LTD $00.00%0 -110-100.0% -$1,773 清仓
HDSN HUDSON TECHNOLOGIES INC $00.00%0 -299-100.0% -$1,759 清仓
ALKT ALKAMI TECHNOLOGY INC $00.00%0 -112-100.0% -$1,756 清仓
AEBI AEBI SCHMIDT HLDG AG $00.00%0 -176-100.0% -$1,709 清仓
WGO WINNEBAGO INDS INC $00.00%0 -50-100.0% -$1,550 清仓
EOLS EVOLUS INC $00.00%0 -364-100.0% -$1,497 清仓
— AMICUS THERAPEUTIC $00.00%0 -102-100.0% -$1,475 清仓
— DIAMOND HILL INVT GROUP INC $00.00%0 -8-100.0% -$1,377 清仓
HPK HIGHPEAK ENERGY INC $00.00%0 -198-100.0% -$1,367 清仓
CXT CRANE NXT CO $00.00%0 -31-100.0% -$1,259 清仓
TTD THE TRADE DESK INC $00.00%0 -43-100.0% -$976 清仓
GLIBK GCI LIBERTY INC $00.00%0 -26-100.0% -$968 清仓
— HOLOGIC INC $00.00%0 -11-100.0% -$832 清仓
DEC DIVERSIFIED ENERGY CO $00.00%0 -42-100.0% -$733 清仓
CLVT CLARIVATE PLC $00.00%0 -288-100.0% -$729 清仓
LKQ LKQ CORP $00.00%0 -22-100.0% -$647 清仓
QGEN QIAGEN NV $00.00%0 -16-100.0% -$641 清仓
SNOW SNOWFLAKE INC $00.00%0 -4-100.0% -$604 清仓
— PROSHARES TR $00.00%0 -30-100.0% -$465 清仓
— CLIPPER RLTY INC $00.00%0 -144-100.0% -$435 清仓
— SERVICE PPTYS TR $00.00%0 -268-100.0% -$364 清仓
— AMERICAN VANGUARD CORP $00.00%0 -133-100.0% -$332 清仓
YEXT YEXT INC $00.00%0 -84-100.0% -$323 清仓
— SEALED AIR CORP NEW $00.00%0 -3-100.0% -$127 清仓
MAN MANPOWERGROUP INC WIS $00.00%0 -2-100.0% -$59 清仓
— XEROX HOLDINGS CORP $00.00%0 -141-100.0% -$13 清仓