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 |
|---|---|---|---|---|---|---|---|---|
| VIR | VIR BIOTECHNOLOGY INC | $9,375 | 0.00% | 920 | 0 | 0.0% | — | 不变 |
| NKE | NIKE INC | $9,319 | 0.00% | 227 | 29 | 14.6% | $1,191 | 加仓 |
| HUBS | HUBSPOT INC | $9,309 | 0.00% | 51 | -2 | -3.8% | -$365 | 减仓 |
| JLL | JONES LANG LASALLE INC | $9,299 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| KBWB | INVESCO EXCH TRADED FD TR II | $9,298 | 0.00% | 100 | -400 | -80.0% | -$3.72万 | 减仓 |
| WPC | WP CAREY INC | $9,295 | 0.00% | 130 | 0 | 0.0% | — | 不变 |
| LEA | LEAR CORP | $9,251 | 0.00% | 69 | 0 | 0.0% | — | 不变 |
| UBSI | UNITED BANKSHARES INC WEST V | $9,166 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| MOH | MOLINA HEALTHCARE INC | $9,148 | 0.00% | 40 | 8 | 25.0% | $1,830 | 加仓 |
| OKTA | OKTA INC | $9,143 | 0.00% | 67 | -23 | -25.6% | -$3,139 | 减仓 |
| BTU | PEABODY ENGR CORP | $9,087 | 0.00% | 393 | 0 | 0.0% | — | 不变 |
| KN | KNOWLES CORP | $9,043 | 0.00% | 218 | 0 | 0.0% | — | 不变 |
| PINS | PINTEREST INC | $9,022 | 0.00% | 429 | 64 | 17.5% | $1,346 | 加仓 |
| CHDN | CHURCHILL DOWNS INC | $8,964 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| TSAT | TELESAT CORP | $8,910 | 0.00% | 176 | 176 | — | $8,910 | 新建仓 |
| WTRG | ESSENTIAL UTILS INC | $8,888 | 0.00% | 232 | 0 | 0.0% | — | 不变 |
| NJR | NEW JERSEY RES CORP | $8,855 | 0.00% | 158 | 0 | 0.0% | — | 不变 |
| MGY | MAGNOLIA OIL & GAS CORP | $8,723 | 0.00% | 341 | 0 | 0.0% | — | 不变 |
| FLUT | FLUTTER ENTMT PLC | $8,685 | 0.00% | 85 | 61 | 254.2% | $6,233 | 加仓 |
| BFH | BREAD FINANCIAL HOLDINGS INC | $8,668 | 0.00% | 80 | 0 | 0.0% | — | 不变 |
| MSA | MSA SAFETY INC | $8,555 | 0.00% | 49 | 0 | 0.0% | — | 不变 |
| VRSN | VERISIGN INC | $8,554 | 0.00% | 34 | 0 | 0.0% | — | 不变 |
| FTV | FORTIVE CORP | $8,492 | 0.00% | 139 | 0 | 0.0% | — | 不变 |
| KHC | KRAFT HEINZ CO | $8,456 | 0.00% | 358 | 124 | 53.0% | $2,929 | 加仓 |
| MKSI | MKS INC. | $8,452 | 0.00% | 19 | 0 | 0.0% | — | 不变 |
| AMKR | AMKOR TECHNOLOGY INC | $8,451 | 0.00% | 98 | 0 | 0.0% | — | 不变 |
| FAF | FIRST AMERN FINL CORP | $8,437 | 0.00% | 123 | 0 | 0.0% | — | 不变 |
| SNDR | SCHNEIDER NATIONAL INC | $8,402 | 0.00% | 230 | 0 | 0.0% | — | 不变 |
| WSFS | WSFS FINL CORP | $8,364 | 0.00% | 109 | 0 | 0.0% | — | 不变 |
| ACN | ACCENTURE PLC IRELAND | $8,338 | 0.00% | 67 | -2 | -2.9% | -$249 | 减仓 |
| IAU | ISHARES GOLD TR | $8,307 | 0.00% | 110 | 0 | 0.0% | — | 不变 |
| CPB | THE CAMPBELLS COMPANY | $8,307 | 0.00% | 373 | 346 | 1,281.5% | $7,706 | 加仓 |
| ZION | ZIONS BANCORPORATION NATL AS | $8,303 | 0.00% | 120 | 0 | 0.0% | — | 不变 |
| MOV | MOVADO GROUP INC | $8,295 | 0.00% | 211 | 0 | 0.0% | — | 不变 |
| KEY | KEYCORP | $8,275 | 0.00% | 359 | 0 | 0.0% | — | 不变 |
| REXR | REXFORD INDL RLTY INC | $8,241 | 0.00% | 246 | -20 | -7.5% | -$670 | 减仓 |
| STZ | CONSTELLATION BRANDS INC | $8,207 | 0.00% | 59 | -10 | -14.5% | -$1,391 | 减仓 |
| DSP | VIANT TECHNOLOGY INC | $8,192 | 0.00% | 647 | 0 | 0.0% | — | 不变 |
| AEE | AMEREN CORP | $8,139 | 0.00% | 72 | 0 | 0.0% | — | 不变 |
| GSAT | GLOBALSTAR INC | $8,129 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| PRIM | PRIMORIS SVCS CORP | $8,128 | 0.00% | 82 | 0 | 0.0% | — | 不变 |
| COPX | GLOBAL X FDS | $8,082 | 0.00% | 105 | 105 | — | $8,082 | 新建仓 |
| NGVC | NATURAL GROCERS BY VITAMIN | $8,066 | 0.00% | 260 | 0 | 0.0% | — | 不变 |
| AUB | ATLANTIC UN BANKSHARES CORP | $8,039 | 0.00% | 190 | 0 | 0.0% | — | 不变 |
| IR | INGERSOLL RAND INC | $8,036 | 0.00% | 98 | -2 | -2.0% | -$164 | 减仓 |
| DPZ | DOMINOS PIZZA INC | $7,994 | 0.00% | 27 | 4 | 17.4% | $1,184 | 加仓 |
| VXUS | VANGUARD STAR FDS | $7,980 | 0.00% | 93 | -396 | -81.0% | -$3.40万 | 减仓 |
| ALGN | ALIGN TECHNOLOGY INC | $7,928 | 0.00% | 47 | 0 | 0.0% | — | 不变 |
| IDCC | INTERDIGITAL INC | $7,928 | 0.00% | 28 | 2 | 7.7% | $566 | 加仓 |
| BC | BRUNSWICK CORP | $7,919 | 0.00% | 94 | 0 | 0.0% | — | 不变 |
| COIN | COINBASE GLOBAL INC | $7,895 | 0.00% | 54 | 0 | 0.0% | — | 不变 |
| ODFL | OLD DOMINION FREIGHT LINE IN | $7,882 | 0.00% | 36 | 0 | 0.0% | — | 不变 |
| ON | ON SEMICONDUCTOR CORP | $7,847 | 0.00% | 83 | 0 | 0.0% | — | 不变 |
| PLUS | EPLUS INC | $7,824 | 0.00% | 94 | 0 | 0.0% | — | 不变 |
| EQT | EQT CORP | $7,816 | 0.00% | 147 | 0 | 0.0% | — | 不变 |
| BTSG | BRIGHTSPRING HEALTH SVCS INC | $7,811 | 0.00% | 112 | 0 | 0.0% | — | 不变 |
| KNX | KNIGHT-SWIFT TRANSN HLDGS IN | $7,787 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| — | INMED PHARMACEUTICALS INC | $7,750 | 0.00% | 5,000 | 0 | 0.0% | — | 不变 |
| WELL | WELLTOWER INC | $7,717 | 0.00% | 34 | 0 | 0.0% | — | 不变 |
| DSGN | DESIGN THERAPEUTICS INC | $7,713 | 0.00% | 533 | 0 | 0.0% | — | 不变 |
| CRVL | CORVEL CORP | $7,690 | 0.00% | 123 | 0 | 0.0% | — | 不变 |
| IFF | INTERNATIONAL FLAVORS&FRAGRA | $7,685 | 0.00% | 97 | 0 | 0.0% | — | 不变 |
| NWE | NORTHWESTERN ENERGY GROUP IN | $7,664 | 0.00% | 107 | 0 | 0.0% | — | 不变 |
| OOMA | OOMA INC | $7,650 | 0.00% | 398 | 0 | 0.0% | — | 不变 |
| ANIK | ANIKA THERAPEUTICS INC | $7,637 | 0.00% | 522 | 0 | 0.0% | — | 不变 |
| DNLI | DENALI THERAPEUTICS INC | $7,614 | 0.00% | 296 | 0 | 0.0% | — | 不变 |
| CWEN | CLEARWAY ENERGY INC | $7,588 | 0.00% | 222 | 161 | 263.9% | $5,503 | 加仓 |
| EL | LAUDER ESTEE COS INC | $7,580 | 0.00% | 96 | 80 | 500.0% | $6,317 | 加仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $7,575 | 0.00% | 25 | -75 | -75.0% | -$2.27万 | 减仓 |
| FEZ | SPDR INDEX SHS FDS | $7,555 | 0.00% | 110 | 110 | — | $7,555 | 新建仓 |
| FSLR | FIRST SOLAR INC | $7,551 | 0.00% | 32 | 0 | 0.0% | — | 不变 |
| TRMB | TRIMBLE INC | $7,524 | 0.00% | 147 | -33 | -18.3% | -$1,689 | 减仓 |
| LCII | LCI INDS | $7,518 | 0.00% | 71 | 0 | 0.0% | — | 不变 |
| TDS | TELEPHONE & DATA SYS INC | $7,514 | 0.00% | 203 | 0 | 0.0% | — | 不变 |
| YUM | YUM BRANDS INC | $7,514 | 0.00% | 47 | 0 | 0.0% | — | 不变 |
| CTKB | CYTEK BIOSCIENCES INC | $7,505 | 0.00% | 1,694 | 0 | 0.0% | — | 不变 |
| AVTR | AVANTOR INC | $7,485 | 0.00% | 756 | 156 | 26.0% | $1,545 | 加仓 |
| CRC | CALIFORNIA RES CORP | $7,455 | 0.00% | 141 | 0 | 0.0% | — | 不变 |
| ACIW | ACI WORLDWIDE INC | $7,443 | 0.00% | 148 | 0 | 0.0% | — | 不变 |
| ROK | ROCKWELL AUTOMATION INC | $7,427 | 0.00% | 15 | 9 | 150.0% | $4,456 | 加仓 |
| CACI | CACI INTL INC | $7,413 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| ETR | ENTERGY CORP NEW | $7,352 | 0.00% | 64 | 0 | 0.0% | — | 不变 |
| ESE | ESCO TECHNOLOGIES INC | $7,351 | 0.00% | 21 | 0 | 0.0% | — | 不变 |
| GOLF | ACUSHNET HLDGS CORP | $7,349 | 0.00% | 62 | 0 | 0.0% | — | 不变 |
| CCI | CROWN CASTLE INC | $7,346 | 0.00% | 97 | -1 | -1.0% | -$76 | 减仓 |
| VSH | VISHAY INTERTECHNOLOGY INC | $7,315 | 0.00% | 136 | 0 | 0.0% | — | 不变 |
| CRI | CARTERS INC | $7,286 | 0.00% | 177 | 0 | 0.0% | — | 不变 |
| — | SPROTT FDS TR | $7,239 | 0.00% | 189 | 189 | — | $7,239 | 新建仓 |
| RGA | REINSURANCE GROUP AMER INC | $7,231 | 0.00% | 34 | 1 | 3.0% | $213 | 加仓 |
| BKH | BLACK HILLS CORP | $7,217 | 0.00% | 97 | 0 | 0.0% | — | 不变 |
| LNC | LINCOLN NATL CORP IND | $7,212 | 0.00% | 204 | 0 | 0.0% | — | 不变 |
| ADNT | ADIENT PLC | $7,205 | 0.00% | 392 | 0 | 0.0% | — | 不变 |
| CP | CANADIAN PACIFIC KANSAS CITY | $7,192 | 0.00% | 83 | 0 | 0.0% | — | 不变 |
| DTM | DT MIDSTREAM INC | $7,191 | 0.00% | 49 | 0 | 0.0% | — | 不变 |
| SCHG | SCHWAB STRATEGIC TR | $7,175 | 0.00% | 212 | 212 | — | $7,175 | 新建仓 |
| HCC | WARRIOR MET COAL INC | $7,143 | 0.00% | 88 | 0 | 0.0% | — | 不变 |
| FDS | FACTSET RESH SYS INC | $7,133 | 0.00% | 31 | 0 | 0.0% | — | 不变 |
| CRUS | CIRRUS LOGIC INC | $7,130 | 0.00% | 48 | 0 | 0.0% | — | 不变 |
| ESI | ELEMENT SOLUTIONS INC | $7,115 | 0.00% | 149 | 0 | 0.0% | — | 不变 |
| BLKB | BLACKBAUD INC | $7,109 | 0.00% | 240 | 225 | 1,500.0% | $6,665 | 重新持有 |