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 |
|---|---|---|---|---|---|---|---|---|
| HIG | HARTFORD INSURANCE GROUP INC | $2.93万 | 0.01% | 221 | 0 | 0.0% | — | 不变 |
| MPWR | MONOLITHIC PWR SYS INC | $2.90万 | 0.01% | 21 | 0 | 0.0% | — | 不变 |
| HPE | HEWLETT PACKARD ENTERPRISE C | $2.82万 | 0.01% | 626 | 11 | 1.8% | $496 | 加仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $2.82万 | 0.01% | 484 | 484 | — | $2.82万 | 新建仓 |
| EXPE | EXPEDIA GROUP INC | $2.81万 | 0.01% | 110 | 0 | 0.0% | — | 不变 |
| CAH | CARDINAL HEALTH INC | $2.80万 | 0.01% | 118 | 0 | 0.0% | — | 不变 |
| — | TAYLOR MORRISON HOME CORP | $2.80万 | 0.01% | 390 | 0 | 0.0% | — | 不变 |
| HWM | HOWMET AEROSPACE INC | $2.77万 | 0.01% | 103 | 70 | 212.1% | $1.88万 | 加仓 |
| EXPD | EXPEDITORS INTL WASH INC | $2.75万 | 0.01% | 169 | 0 | 0.0% | — | 不变 |
| CBRE | CBRE GROUP INC | $2.75万 | 0.01% | 204 | 0 | 0.0% | — | 不变 |
| SO | SOUTHERN CO | $2.73万 | 0.01% | 285 | 74 | 35.1% | $7,083 | 加仓 |
| CL | COLGATE PALMOLIVE CO | $2.71万 | 0.01% | 296 | 142 | 92.2% | $1.30万 | 加仓 |
| UNP | UNION PAC CORP | $2.67万 | 0.01% | 98 | 0 | 0.0% | — | 不变 |
| VBR | VANGUARD INDEX FDS | $2.66万 | 0.01% | 110 | 1 | 0.9% | $242 | 加仓 |
| LFUS | LITTELFUSE INC | $2.64万 | 0.01% | 58 | 0 | 0.0% | — | 不变 |
| PAYX | PAYCHEX INC | $2.64万 | 0.01% | 268 | 225 | 523.3% | $2.21万 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $2.63万 | 0.01% | 457 | -560 | -55.1% | -$3.23万 | 减仓 |
| SHM | SPDR SERIES TRUST | $2.62万 | 0.01% | 547 | 62 | 12.8% | $2,974 | 加仓 |
| DINO | HF SINCLAIR CORP | $2.62万 | 0.01% | 376 | 0 | 0.0% | — | 不变 |
| TMUS | T-MOBILE US INC | $2.62万 | 0.01% | 156 | 0 | 0.0% | — | 不变 |
| SCHX | SCHWAB STRATEGIC TR | $2.61万 | 0.01% | 886 | 0 | 0.0% | — | 不变 |
| TTWO | TAKE-TWO INTERACTIVE SOFTWAR | $2.60万 | 0.01% | 104 | 0 | 0.0% | — | 不变 |
| DASH | DOORDASH INC | $2.58万 | 0.01% | 140 | 0 | 0.0% | — | 不变 |
| RDN | RADIAN GROUP INC | $2.58万 | 0.01% | 685 | 0 | 0.0% | — | 不变 |
| FHN | FIRST HORIZON CORPORATION | $2.58万 | 0.01% | 1,006 | -28 | -2.7% | -$718 | 减仓 |
| VTR | VENTAS INC | $2.58万 | 0.01% | 290 | 200 | 222.2% | $1.78万 | 加仓 |
| IGM | ISHARES TR | $2.57万 | 0.01% | 157 | -500 | -76.1% | -$8.18万 | 减仓 |
| INCY | INCYTE CORP | $2.55万 | 0.01% | 225 | 0 | 0.0% | — | 不变 |
| NTAP | NETAPP INC | $2.52万 | 0.01% | 163 | -13 | -7.4% | -$2,012 | 减仓 |
| DLTR | DOLLAR TREE INC | $2.49万 | 0.01% | 206 | -1 | -0.5% | -$121 | 减仓 |
| BKR | BAKER HUGHES COMPANY | $2.48万 | 0.01% | 446 | 0 | 0.0% | — | 不变 |
| CASY | CASEYS GEN STORES INC | $2.46万 | 0.01% | 31 | 0 | 0.0% | — | 不变 |
| SSRM | SSR MINING IN | $2.46万 | 0.01% | 869 | -46 | -5.0% | -$1,301 | 减仓 |
| PLD | PROLOGIS INC. | $2.45万 | 0.01% | 181 | 0 | 0.0% | — | 不变 |
| DVA | DAVITA INC | $2.45万 | 0.01% | 110 | 0 | 0.0% | — | 不变 |
| — | SPDR INDEX SHS FDS | $2.42万 | 0.01% | 526 | 0 | 0.0% | — | 不变 |
| CMCSA | COMCAST CORP NEW | $2.38万 | 0.01% | 968 | 143 | 17.3% | $3,511 | 加仓 |
| CINF | CINCINNATI FINL CORP | $2.37万 | 0.01% | 128 | 0 | 0.0% | — | 不变 |
| RSG | REPUBLIC SVCS INC | $2.34万 | 0.01% | 110 | -2 | -1.8% | -$426 | 减仓 |
| DVN | DEVON ENERGY CORP NEW | $2.34万 | 0.01% | 567 | 169 | 42.5% | $6,983 | 加仓 |
| ROST | ROSS STORES INC | $2.34万 | 0.01% | 110 | 0 | 0.0% | — | 不变 |
| ADM | ARCHER DANIELS MIDLAND CO | $2.34万 | 0.01% | 306 | 0 | 0.0% | — | 不变 |
| CHRW | C H ROBINSON WORLDWIDE IN | $2.34万 | 0.01% | 124 | 0 | 0.0% | — | 不变 |
| SNEX | STONEX GROUP INC | $2.33万 | 0.01% | 197 | 0 | 0.0% | — | 不变 |
| ENVA | ENOVA INTL INC | $2.31万 | 0.01% | 96 | 0 | 0.0% | — | 不变 |
| RVMD | REVOLUTION MEDICINES INC | $2.30万 | 0.01% | 123 | 0 | 0.0% | — | 不变 |
| INTU | INTUIT | $2.30万 | 0.01% | 88 | -36 | -29.0% | -$9,396 | 减仓 |
| MSCI | MSCI INC | $2.30万 | 0.01% | 41 | 15 | 57.7% | $8,401 | 加仓 |
| DBJP | DBX ETF TR | $2.30万 | 0.01% | 200 | 0 | 0.0% | — | 不变 |
| UNM | UNUM GROUP | $2.29万 | 0.01% | 256 | 0 | 0.0% | — | 不变 |
| AFL | AFLAC INC | $2.29万 | 0.01% | 195 | -184 | -48.5% | -$2.16万 | 减仓 |
| BIDU | BAIDU INC | $2.29万 | 0.01% | 200 | 0 | 0.0% | — | 不变 |
| CRS | CARPENTER TECHNOLOGY CORP | $2.28万 | 0.01% | 37 | 0 | 0.0% | — | 不变 |
| PRU | PRUDENTIAL FINL INC | $2.28万 | 0.01% | 211 | -20 | -8.7% | -$2,159 | 减仓 |
| DDS | DILLARDS INC | $2.27万 | 0.01% | 43 | 0 | 0.0% | — | 不变 |
| NCLH | NORWEGIAN CRUISE LINE HLDGS | $2.27万 | 0.01% | 1,076 | 0 | 0.0% | — | 不变 |
| KR | KROGER CO | $2.27万 | 0.01% | 409 | 18 | 4.6% | $1,000 | 加仓 |
| HOOD | ROBINHOOD MKTS INC | $2.27万 | 0.01% | 226 | 0 | 0.0% | — | 不变 |
| CFG | CITIZENS FINL GROUP INC | $2.26万 | 0.01% | 323 | 179 | 124.3% | $1.25万 | 加仓 |
| PGR | PROGRESSIVE CORP | $2.25万 | 0.01% | 103 | -13 | -11.2% | -$2,840 | 减仓 |
| EVRG | EVERGY INC | $2.25万 | 0.01% | 260 | 0 | 0.0% | — | 不变 |
| NSC | NORFOLK SOUTHN CORP | $2.20万 | 0.01% | 70 | 0 | 0.0% | — | 不变 |
| JBHT | HUNT J B TRANS SVCS INC | $2.20万 | 0.01% | 76 | 0 | 0.0% | — | 不变 |
| FITB | FIFTH THIRD BANCORP | $2.20万 | 0.01% | 390 | 0 | 0.0% | — | 不变 |
| PHYS | SPROTT ASSET MANAGEMENT LP | $2.20万 | 0.01% | 728 | 728 | — | $2.20万 | 新建仓 |
| OGE | OGE ENERGY CORP | $2.17万 | 0.01% | 446 | 0 | 0.0% | — | 不变 |
| ED | CONSOLIDATED EDISON INC | $2.17万 | 0.01% | 196 | -2 | -1.0% | -$221 | 减仓 |
| AMT | AMERICAN TOWER CORP | $2.16万 | 0.01% | 132 | -3 | -2.2% | -$491 | 减仓 |
| MET | METLIFE INC | $2.13万 | 0.00% | 252 | -350 | -58.1% | -$2.96万 | 减仓 |
| PBF | PBF ENERGY INC | $2.13万 | 0.00% | 468 | 0 | 0.0% | — | 不变 |
| WRB | BERKLEY W R CORP | $2.12万 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| WSM | WILLIAMS SONOMA INC | $2.10万 | 0.00% | 90 | 0 | 0.0% | — | 不变 |
| SPTM | SPDR SERIES TRUST | $2.10万 | 0.00% | 231 | 0 | 0.0% | — | 不变 |
| MTG | MGIC INVT CORP WIS | $2.10万 | 0.00% | 743 | 0 | 0.0% | — | 不变 |
| GM | GENERAL MTRS CO | $2.06万 | 0.00% | 267 | -4 | -1.5% | -$308 | 减仓 |
| RIVN | RIVIAN AUTOMOTIVE INC | $2.06万 | 0.00% | 1,186 | -4 | -0.3% | -$69 | 减仓 |
| AFRM | AFFIRM HLDGS INC | $2.06万 | 0.00% | 252 | 0 | 0.0% | — | 不变 |
| KRYS | KRYSTAL BIOTECH INC | $2.04万 | 0.00% | 55 | 0 | 0.0% | — | 不变 |
| MTD | METTLER TOLEDO INTERNATIONAL | $2.04万 | 0.00% | 16 | 2 | 14.3% | $2,555 | 加仓 |
| UAL | UNITED AIRLS HLDGS INC | $2.04万 | 0.00% | 150 | 0 | 0.0% | — | 不变 |
| WTS | WATTS WATER TECHNOLOGIES INC | $2.04万 | 0.00% | 52 | 0 | 0.0% | — | 不变 |
| NOW | SERVICENOW INC | $2.04万 | 0.00% | 205 | -31 | -13.1% | -$3,078 | 减仓 |
| IDA | IDACORP INC | $2.03万 | 0.00% | 134 | 0 | 0.0% | — | 不变 |
| CDNS | CADENCE DESIGN SYSTEM INC | $2.03万 | 0.00% | 54 | 1 | 1.9% | $375 | 加仓 |
| CARR | CARRIER GLOBAL CORPORATION | $2.00万 | 0.00% | 273 | -100 | -26.8% | -$7,335 | 减仓 |
| FERG | FERGUSON ENTERPRISES INC | $1.99万 | 0.00% | 84 | 0 | 0.0% | — | 不变 |
| VRTX | VERTEX PHARMACEUTICALS INC | $1.99万 | 0.00% | 40 | 0 | 0.0% | — | 不变 |
| CTSH | COGNIZANT TECHNOLOGY SOLUTIO | $1.99万 | 0.00% | 513 | 92 | 21.9% | $3,563 | 加仓 |
| FIX | COMFORT SYS USA INC | $1.98万 | 0.00% | 10 | -1 | -9.1% | -$1,982 | 减仓 |
| WHR | WHIRLPOOL CORP | $1.98万 | 0.00% | 502 | 502 | — | $1.98万 | 新建仓 |
| CCL | CARNIVAL CORP LTD | $1.97万 | 0.00% | 691 | 691 | — | $1.97万 | 新建仓 |
| RNR | RENAISSANCERE HLDGS LTD | $1.96万 | 0.00% | 62 | 0 | 0.0% | — | 不变 |
| XLY | SELECT SECTOR SPDR TR | $1.95万 | 0.00% | 166 | 0 | 0.0% | — | 不变 |
| — | STRATEGY SHS | $1.95万 | 0.00% | 852 | 0 | 0.0% | — | 不变 |
| LDOS | LEIDOS HOLDINGS INC | $1.94万 | 0.00% | 188 | 19 | 11.2% | $1,956 | 加仓 |
| LUV | SOUTHWEST AIRLS CO | $1.92万 | 0.00% | 374 | 0 | 0.0% | — | 不变 |
| BBEU | J P MORGAN EXCHANGE TRADED F | $1.92万 | 0.00% | 247 | 247 | — | $1.92万 | 新建仓 |
| SNPS | SYNOPSYS INC | $1.92万 | 0.00% | 43 | 22 | 104.8% | $9,814 | 加仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $1.92万 | 0.00% | 66 | 0 | 0.0% | — | 不变 |
| PKG | PACKAGING CORP AMER | $1.91万 | 0.00% | 80 | 0 | 0.0% | — | 不变 |