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 |
|---|---|---|---|---|---|---|---|---|
| T | AT&T INC | $15.38万 | 0.04% | 5,305 | 237 | 4.7% | $6,870 | 加仓 |
| VOE | VANGUARD INDEX FDS | $15.12万 | 0.04% | 820 | 0 | 0.0% | — | 不变 |
| BA | BOEING CO | $15.03万 | 0.04% | 755 | 100 | 15.3% | $1.99万 | 加仓 |
| SCHR | SCHWAB STRATEGIC TR | $14.15万 | 0.04% | 5,680 | 0 | 0.0% | — | 不变 |
| AVGE | AMERICAN CENTY ETF TR | $14.14万 | 0.04% | 1,606 | 387 | 31.7% | $3.41万 | 加仓 |
| KGC | KINROSS GOLD CORP | $14.11万 | 0.04% | 4,624 | 0 | 0.0% | — | 不变 |
| IWM | ISHARES TR | $14.02万 | 0.04% | 565 | 19 | 3.5% | $4,714 | 加仓 |
| IVV | ISHARES TR | $13.98万 | 0.04% | 214 | 60 | 39.0% | $3.92万 | 加仓 |
| CAT | CATERPILLAR INC | $13.96万 | 0.04% | 197 | 48 | 32.2% | $3.40万 | 加仓 |
| DIS | DISNEY WALT CO | $13.95万 | 0.04% | 1,447 | 39 | 2.8% | $3,759 | 加仓 |
| — | ISHARES TR | $13.82万 | 0.04% | 6,179 | 0 | 0.0% | — | 不变 |
| TJX | TJX COS INC NEW | $13.45万 | 0.04% | 842 | 0 | 0.0% | — | 不变 |
| WMT | WALMART INC | $13.42万 | 0.04% | 1,080 | 45 | 4.3% | $5,593 | 加仓 |
| VONG | VANGUARD SCOTTSDALE FDS | $13.13万 | 0.03% | 1,197 | 0 | 0.0% | — | 不变 |
| V | VISA INC | $13.03万 | 0.03% | 431 | 50 | 13.1% | $1.51万 | 加仓 |
| CVX | CHEVRON CORPORATION | $12.91万 | 0.03% | 624 | 77 | 14.1% | $1.59万 | 加仓 |
| IWS | ISHARES TR | $12.85万 | 0.03% | 882 | 0 | 0.0% | — | 不变 |
| IWP | ISHARES TR | $12.58万 | 0.03% | 982 | 0 | 0.0% | — | 不变 |
| — | HONEYWELL INTL INC | $12.43万 | 0.03% | 550 | 50 | 10.0% | $1.13万 | 加仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $12.18万 | 0.03% | 1,504 | -1,565 | -51.0% | -$12.67万 | 减仓 |
| CSCO | CISCO SYS INC | $12.16万 | 0.03% | 1,567 | 370 | 30.9% | $2.87万 | 加仓 |
| GLW | CORNING INC | $11.99万 | 0.03% | 882 | 50 | 6.0% | $6,799 | 加仓 |
| RTX | RTX CORPORATION | $11.97万 | 0.03% | 620 | 35 | 6.0% | $6,755 | 加仓 |
| CWI | SPDR INDEX SHS FDS | $11.71万 | 0.03% | 3,200 | 0 | 0.0% | — | 不变 |
| RWK | INVESCO EXCH TRADED FD TR II | $11.54万 | 0.03% | 900 | 0 | 0.0% | — | 不变 |
| VONV | VANGUARD SCOTTSDALE FDS | $11.42万 | 0.03% | 1,218 | 0 | 0.0% | — | 不变 |
| RRC | RANGE RES CORP | $11.10万 | 0.03% | 2,457 | 0 | 0.0% | — | 不变 |
| GD | GENERAL DYNAMICS CORP | $10.71万 | 0.03% | 312 | 0 | 0.0% | — | 不变 |
| PM | PHILIP MORRIS INTL INC | $10.60万 | 0.03% | 641 | 0 | 0.0% | — | 不变 |
| EWT | ISHARES INC | $10.53万 | 0.03% | 1,485 | 0 | 0.0% | — | 不变 |
| LMT | LOCKHEED MARTIN CORP | $10.24万 | 0.03% | 169 | 0 | 0.0% | — | 不变 |
| MCK | MCKESSON CORP | $9.95万 | 0.03% | 115 | -1 | -0.9% | -$865 | 减仓 |
| GE | GE AEROSPACE | $9.93万 | 0.03% | 350 | 0 | 0.0% | — | 不变 |
| NFLX | NETFLIX INC. | $9.82万 | 0.03% | 1,021 | 41 | 4.2% | $3,942 | 加仓 |
| MCHI | ISHARES TR | $9.75万 | 0.03% | 1,735 | 0 | 0.0% | — | 不变 |
| UNH | UNITEDHEALTH GROUP INC | $9.55万 | 0.03% | 353 | 89 | 33.7% | $2.41万 | 加仓 |
| SRE | SEMPRA | $9.53万 | 0.03% | 981 | 0 | 0.0% | — | 不变 |
| SBUX | STARBUCKS CORP | $9.48万 | 0.02% | 1,058 | -11 | -1.0% | -$986 | 减仓 |
| CMI | CUMMINS INC | $9.20万 | 0.02% | 171 | 50 | 41.3% | $2.69万 | 加仓 |
| GEV | GE VERNOVA INC | $9.17万 | 0.02% | 105 | 7 | 7.1% | $6,110 | 加仓 |
| ORCL | ORACLE CORP | $9.11万 | 0.02% | 619 | 48 | 8.4% | $7,061 | 加仓 |
| RING | ISHARES INC | $9.04万 | 0.02% | 1,145 | 0 | 0.0% | — | 不变 |
| TRV | TRAVELERS COMPANIES INC | $8.90万 | 0.02% | 305 | 100 | 48.8% | $2.92万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $8.89万 | 0.02% | 294 | 10 | 3.5% | $3,025 | 加仓 |
| — | TWO RDS SHARED TR | $8.32万 | 0.02% | 2,500 | 0 | 0.0% | — | 不变 |
| EZU | ISHARES INC | $8.30万 | 0.02% | 1,325 | 0 | 0.0% | — | 不变 |
| WDC | WESTERN DIGITAL CORP | $8.20万 | 0.02% | 303 | -98 | -24.4% | -$2.65万 | 减仓 |
| DFGP | DIMENSIONAL ETF TRUST | $8.03万 | 0.02% | 1,488 | 117 | 8.5% | $6,317 | 加仓 |
| IGM | ISHARES TR | $7.79万 | 0.02% | 657 | 500 | 318.5% | $5.93万 | 加仓 |
| D | DOMINION ENERGY INC | $7.74万 | 0.02% | 1,252 | 0 | 0.0% | — | 不变 |
| VT | VANGUARD INTL EQUITY INDEX F | $7.41万 | 0.02% | 535 | 39 | 7.9% | $5,399 | 加仓 |
| IWN | ISHARES TR | $7.39万 | 0.02% | 390 | 0 | 0.0% | — | 不变 |
| ABT | ABBOTT LABORATORIES | $7.24万 | 0.02% | 705 | 268 | 61.3% | $2.75万 | 加仓 |
| C | CITIGROUP INC | $7.13万 | 0.02% | 629 | 58 | 10.2% | $6,576 | 加仓 |
| VUSE | ETF SER SOLUTIONS | $6.94万 | 0.02% | 1,105 | 0 | 0.0% | — | 不变 |
| XME | SPDR SERIES TRUST | $6.91万 | 0.02% | 640 | 0 | 0.0% | — | 不变 |
| CTVA | CORTEVA INC | $6.82万 | 0.02% | 815 | 0 | 0.0% | — | 不变 |
| EWJ | ISHARES INC | $6.76万 | 0.02% | 800 | 0 | 0.0% | — | 不变 |
| INTC | INTEL CORP | $6.75万 | 0.02% | 1,530 | 57 | 3.9% | $2,515 | 加仓 |
| CRM | SALESFORCE INC | $6.71万 | 0.02% | 359 | -1 | -0.3% | -$187 | 减仓 |
| JPSE | J P MORGAN EXCHANGE TRADED F | $6.57万 | 0.02% | 1,253 | 0 | 0.0% | — | 不变 |
| PH | PARKER-HANNIFIN CORP | $6.45万 | 0.02% | 72 | 0 | 0.0% | — | 不变 |
| — | ELECTRONIC ARTS INC | $6.42万 | 0.02% | 315 | 0 | 0.0% | — | 不变 |
| VB | VANGUARD INDEX FDS | $6.36万 | 0.02% | 243 | 0 | 0.0% | — | 不变 |
| NOC | NORTHROP GRUMMAN CORP | $6.34万 | 0.02% | 93 | 0 | 0.0% | — | 不变 |
| BKNG | BOOKING HOLDINGS INC | $6.32万 | 0.02% | 15 | 0 | 0.0% | — | 不变 |
| PFS | PROVIDENT FINL SVCS INC | $6.31万 | 0.02% | 2,983 | 31 | 1.1% | $656 | 加仓 |
| WFC | WELLS FARGO & CO | $6.31万 | 0.02% | 792 | -28 | -3.4% | -$2,229 | 减仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $6.17万 | 0.02% | 1,017 | 0 | 0.0% | — | 不变 |
| VEU | VANGUARD INTL EQUITY INDEX F | $6.05万 | 0.02% | 805 | 0 | 0.0% | — | 不变 |
| MO | ALTRIA GROUP INC | $6.04万 | 0.02% | 915 | 0 | 0.0% | — | 不变 |
| MPC | MARATHON PETE CORP | $6.01万 | 0.02% | 246 | -4 | -1.6% | -$977 | 减仓 |
| COF | CAPITAL ONE FINL CORP | $5.97万 | 0.02% | 327 | 70 | 27.2% | $1.28万 | 加仓 |
| EME | EMCOR GROUP INC | $5.91万 | 0.02% | 80 | 0 | 0.0% | — | 不变 |
| — | WARNER BROS DISCOVERY INC | $5.81万 | 0.02% | 2,114 | -1 | -0.0% | -$27 | 减仓 |
| PSX | PHILLIPS 66 | $5.70万 | 0.01% | 313 | 150 | 92.0% | $2.73万 | 加仓 |
| SYY | SYSCO CORP | $5.70万 | 0.01% | 799 | -20 | -2.4% | -$1,427 | 减仓 |
| DAL | DELTA AIR LINES INC | $5.59万 | 0.01% | 841 | 0 | 0.0% | — | 不变 |
| MAR | MARRIOTT INTL INC NEW | $5.53万 | 0.01% | 169 | 23 | 15.8% | $7,523 | 加仓 |
| VMC | VULCAN MATLS CO | $5.52万 | 0.01% | 203 | 0 | 0.0% | — | 不变 |
| QCOM | QUALCOMM INC | $5.49万 | 0.01% | 426 | -56 | -11.6% | -$7,212 | 减仓 |
| TXN | TEXAS INSTRS INC | $5.49万 | 0.01% | 283 | 8 | 2.9% | $1,551 | 加仓 |
| KMB | KIMBERLY-CLARK CORP | $5.38万 | 0.01% | 558 | 63 | 12.7% | $6,078 | 加仓 |
| INTU | INTUIT | $5.36万 | 0.01% | 124 | -17 | -12.1% | -$7,351 | 减仓 |
| EMR | EMERSON ELEC CO | $5.33万 | 0.01% | 407 | 250 | 159.2% | $3.28万 | 加仓 |
| SPGI | S&P GLOBAL INC | $5.32万 | 0.01% | 125 | 66 | 111.9% | $2.81万 | 加仓 |
| FNDX | SCHWAB STRATEGIC TR | $5.26万 | 0.01% | 1,888 | 0 | 0.0% | — | 不变 |
| UI | UBIQUITI INC | $5.22万 | 0.01% | 66 | -3 | -4.3% | -$2,371 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $5.11万 | 0.01% | 104 | 0 | 0.0% | — | 不变 |
| ONEQ | FIDELITY COMWLTH TR | $5.11万 | 0.01% | 602 | -23 | -3.7% | -$1,953 | 减仓 |
| EBAY | EBAY INC. | $5.11万 | 0.01% | 561 | 0 | 0.0% | — | 不变 |
| LOW | LOWES COS INC | $5.10万 | 0.01% | 216 | -1 | -0.5% | -$236 | 减仓 |
| PFE | PFIZER INC | $5.06万 | 0.01% | 1,804 | -1,666 | -48.0% | -$4.68万 | 减仓 |
| CIEN | CIENA CORP | $5.05万 | 0.01% | 130 | -11 | -7.8% | -$4,271 | 减仓 |
| GSLC | GOLDMAN SACHS ETF TR | $4.96万 | 0.01% | 396 | -18 | -4.3% | -$2,252 | 减仓 |
| CEG | CONSTELLATION ENERGY CORP | $4.83万 | 0.01% | 173 | 0 | 0.0% | — | 不变 |
| SYK | STRYKER CORPORATION | $4.83万 | 0.01% | 147 | 12 | 8.9% | $3,943 | 加仓 |
| SHOP | SHOPIFY INC | $4.83万 | 0.01% | 407 | 0 | 0.0% | — | 不变 |
| REGN | REGENERON PHARMACEUTICALS | $4.79万 | 0.01% | 62 | 7 | 12.7% | $5,409 | 加仓 |
| DFIV | DIMENSIONAL ETF TRUST | $4.77万 | 0.01% | 904 | 0 | 0.0% | — | 不变 |