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 |
|---|---|---|---|---|---|---|---|---|
| KTB | KONTOOR BRANDS INC | $4,640 | 0.00% | 66 | 0 | 0.0% | — | 不变 |
| GDDY | GODADDY INC | $4,630 | 0.00% | 56 | 48 | 600.0% | $3,969 | 加仓 |
| ASO | ACADEMY SPORTS & OUTDOORS IN | $4,629 | 0.00% | 82 | 0 | 0.0% | — | 不变 |
| ESTC | ELASTIC N V | $4,600 | 0.00% | 92 | 92 | — | $4,600 | 新建仓 |
| RYAN | RYAN SPECIALTY HOLDINGS INC | $4,589 | 0.00% | 136 | 136 | — | $4,589 | 新建仓 |
| BSY | BENTLEY SYS INC | $4,566 | 0.00% | 130 | -14 | -9.7% | -$492 | 减仓 |
| INTA | INTAPP INC | $4,548 | 0.00% | 177 | 134 | 311.6% | $3,443 | 重新持有 |
| JAZZ | JAZZ PHARMACEUTICALS PLC | $4,538 | 0.00% | 24 | 0 | 0.0% | — | 不变 |
| CNP | CENTERPOINT ENERGY INC | $4,532 | 0.00% | 105 | 0 | 0.0% | — | 不变 |
| ECL | ECOLAB INC | $4,523 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| KEX | KIRBY CORP | $4,518 | 0.00% | 34 | 0 | 0.0% | — | 不变 |
| RELY | REMITLY GLOBAL INC | $4,513 | 0.00% | 288 | 0 | 0.0% | — | 不变 |
| AYI | ACUITY INC | $4,484 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| FIZZ | NATIONAL BEVERAGE CORP | $4,476 | 0.00% | 133 | 115 | 638.9% | $3,870 | 加仓 |
| SEIC | SEI INVTS CO | $4,473 | 0.00% | 57 | 0 | 0.0% | — | 不变 |
| WAT | WATERS CORP | $4,467 | 0.00% | 15 | -1 | -6.2% | -$298 | 减仓 |
| TREE | LENDINGTREE INC | $4,460 | 0.00% | 104 | 0 | 0.0% | — | 不变 |
| OMCL | OMNICELL COM | $4,440 | 0.00% | 133 | -38 | -22.2% | -$1,269 | 减仓 |
| TMP | TOMPKINS FINL CORP | $4,416 | 0.00% | 56 | 0 | 0.0% | — | 不变 |
| — | BRT APARTMENTS CORP | $4,416 | 0.00% | 331 | 290 | 707.3% | $3,869 | 加仓 |
| AMKR | AMKOR TECHNOLOGY INC | $4,413 | 0.00% | 98 | 0 | 0.0% | — | 不变 |
| MCY | MERCURY GENL CORP NEW | $4,408 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| WTM | WHITE MTNS INS GROUP LTD | $4,394 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| MKSI | MKS INC. | $4,367 | 0.00% | 19 | 0 | 0.0% | — | 不变 |
| ENS | ENERSYS | $4,343 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| PRLB | PROTO LABS INC | $4,334 | 0.00% | 76 | 0 | 0.0% | — | 不变 |
| NEM | NEWMONT CORP | $4,330 | 0.00% | 40 | -2 | -4.8% | -$216 | 减仓 |
| APLE | APPLE HOSPITALITY REIT INC | $4,328 | 0.00% | 376 | 0 | 0.0% | — | 不变 |
| ALGT | ALLEGIANT TRAVEL CO | $4,296 | 0.00% | 53 | -11 | -17.2% | -$892 | 减仓 |
| SF | STIFEL FINL CORP | $4,288 | 0.00% | 58 | -0 | -0.9% | -$37 | 减仓 |
| ATR | APTARGROUP INC | $4,285 | 0.00% | 34 | 0 | 0.0% | — | 不变 |
| FR | FIRST INDL RLTY TR INC | $4,281 | 0.00% | 74 | 0 | 0.0% | — | 不变 |
| VERX | VERTEX INC | $4,269 | 0.00% | 359 | 312 | 663.8% | $3,710 | 重新持有 |
| MOH | MOLINA HEALTHCARE INC | $4,266 | 0.00% | 32 | 0 | 0.0% | — | 不变 |
| TCMD | TACTILE SYS TECHNOLOGY INC | $4,260 | 0.00% | 163 | 0 | 0.0% | — | 不变 |
| — | THE REAL BROKERAGE INC | $4,255 | 0.00% | 1,702 | 1,702 | — | $4,255 | 新建仓 |
| NIQ | NIQ GLOBAL INTELLIGENCE PLC | $4,219 | 0.00% | 371 | 371 | — | $4,219 | 新建仓 |
| WLK | WESTLAKE CORPORATION | $4,206 | 0.00% | 36 | 0 | 0.0% | — | 不变 |
| J | JACOBS SOLUTIONS INC | $4,201 | 0.00% | 33 | -2 | -5.7% | -$255 | 减仓 |
| EQIX | EQUINIX INC | $4,170 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| GOLD | GOLD COM INC | $4,169 | 0.00% | 104 | 0 | 0.0% | — | 不变 |
| MRSH | MARSH & MCLENNAN COS INC | $4,163 | 0.00% | 24 | 1 | 4.3% | $173 | 加仓 |
| MDB | MONGODB INC | $4,162 | 0.00% | 17 | 17 | — | $4,162 | 新建仓 |
| PNW | PINNACLE WEST CAP CORP | $4,131 | 0.00% | 41 | 0 | 0.0% | — | 不变 |
| RL | RALPH LAUREN CORP | $4,128 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| IP | INTERNATIONAL PAPER CO | $4,106 | 0.00% | 115 | -11 | -8.7% | -$393 | 减仓 |
| MRCY | MERCURY SYS INC | $4,083 | 0.00% | 56 | 0 | 0.0% | — | 不变 |
| TREX | TREX INC | $4,080 | 0.00% | 112 | 0 | 0.0% | — | 不变 |
| CBZ | CBIZ INC | $4,001 | 0.00% | 149 | 149 | — | $4,001 | 新建仓 |
| FRSH | FRESHWORKS INC | $3,999 | 0.00% | 498 | 358 | 255.7% | $2,875 | 加仓 |
| SOLV | SOLVENTUM CORP | $3,984 | 0.00% | 61 | 0 | 0.0% | — | 不变 |
| PAYX | PAYCHEX INC | $3,962 | 0.00% | 43 | 20 | 87.0% | $1,843 | 加仓 |
| WEC | WEC ENERGY GROUP INC | $3,937 | 0.00% | 34 | 0 | 0.0% | — | 不变 |
| GEN | GEN DIGITAL INC | $3,936 | 0.00% | 209 | 206 | 6,866.7% | $3,880 | 加仓 |
| RBA | RB GLOBAL INC | $3,930 | 0.00% | 41 | 41 | — | $3,930 | 新建仓 |
| CWK | CUSHMAN AND WAKEFIELD LTD | $3,924 | 0.00% | 320 | 0 | 0.0% | — | 不变 |
| WMK | WEIS MKTS INC | $3,899 | 0.00% | 57 | -3 | -5.0% | -$205 | 减仓 |
| CATY | CATHAY GEN BANCORP | $3,890 | 0.00% | 78 | 0 | 0.0% | — | 不变 |
| PR | PERMIAN RESOURCES CORP | $3,881 | 0.00% | 182 | 0 | 0.0% | — | 不变 |
| VOOV | VANGUARD ADMIRAL FDS INC | $3,870 | 0.00% | 19 | 19 | — | $3,870 | 新建仓 |
| VVR | INVESCO SR INCOME TR | $3,864 | 0.00% | 1,200 | 1,200 | — | $3,864 | 新建仓 |
| MANH | MANHATTAN ASSOCIATES INC | $3,861 | 0.00% | 29 | -13 | -31.0% | -$1,731 | 减仓 |
| HAL | HALLIBURTON CO | $3,861 | 0.00% | 99 | 0 | 0.0% | — | 不变 |
| LSTR | LANDSTAR SYS INC | $3,848 | 0.00% | 24 | 0 | 0.0% | — | 不变 |
| NATL | NCR ATLEOS CORPORATION | $3,836 | 0.00% | 88 | 0 | 0.0% | — | 不变 |
| APO | APOLLO GLOBAL MGMT INC | $3,789 | 0.00% | 34 | 34 | — | $3,789 | 新建仓 |
| — | ALLSPRING MULTI SECTOR INCOM | $3,785 | 0.00% | 420 | 420 | — | $3,785 | 新建仓 |
| FORM | FORMFACTOR INC | $3,783 | 0.00% | 39 | 0 | 0.0% | — | 不变 |
| SSD | SIMPSON MFG INC | $3,776 | 0.00% | 22 | 0 | 0.0% | — | 不变 |
| TYL | TYLER TECHNOLOGIES INC | $3,767 | 0.00% | 11 | 6 | 120.0% | $2,055 | 加仓 |
| UHS | UNIVERSAL HLTH SVCS INC | $3,759 | 0.00% | 21 | -1 | -4.5% | -$179 | 减仓 |
| AGO | ASSURED GUARANTY LTD | $3,749 | 0.00% | 46 | -28 | -37.8% | -$2,282 | 减仓 |
| — | BLACKROCK FLOATING RATE INCO | $3,747 | 0.00% | 340 | 340 | — | $3,747 | 新建仓 |
| ASIC | ATEGRITY SPECIALTY IN CO HO | $3,737 | 0.00% | 189 | 92 | 94.8% | $1,819 | 加仓 |
| DAR | DARLING INGREDIENTS INC | $3,711 | 0.00% | 60 | 0 | 0.0% | — | 不变 |
| DOCU | DOCUSIGN INC | $3,698 | 0.00% | 78 | -48 | -38.1% | -$2,276 | 减仓 |
| YETI | YETI HLDGS INC | $3,696 | 0.00% | 101 | -15 | -12.9% | -$549 | 减仓 |
| — | FRANKLIN LTD DURATION INCOME | $3,673 | 0.00% | 630 | 630 | — | $3,673 | 新建仓 |
| CPK | CHESAPEAKE UTILS CORP | $3,665 | 0.00% | 29 | 15 | 107.1% | $1,896 | 加仓 |
| UHAL/B | U HAUL HOLDING COMPANY | $3,663 | 0.00% | 82 | 10 | 13.9% | $447 | 加仓 |
| INSP | INSPIRE MED SYS INC | $3,663 | 0.00% | 71 | 49 | 222.7% | $2,528 | 加仓 |
| — | BLACKROCK FLOATING RATE INC | $3,659 | 0.00% | 340 | 340 | — | $3,659 | 新建仓 |
| VKTX | VIKING THERAPEUTICS INC | $3,645 | 0.00% | 112 | -130 | -53.7% | -$4,231 | 减仓 |
| CLSK | CLEANSPARK INC | $3,617 | 0.00% | 425 | 0 | 0.0% | — | 不变 |
| INVH | INVITATION HOMES INC | $3,604 | 0.00% | 145 | 145 | — | $3,604 | 新建仓 |
| GAP | GAP INC | $3,582 | 0.00% | 148 | 0 | 0.0% | — | 不变 |
| — | COSTAMARE BULKERS HLDGS LTD | $3,574 | 0.00% | 231 | 0 | 0.0% | — | 不变 |
| FISV | FISERV INC | $3,572 | 0.00% | 64 | 0 | 0.0% | — | 不变 |
| NCNO | NCINO INC | $3,566 | 0.00% | 238 | 238 | — | $3,566 | 新建仓 |
| AVNT | AVIENT CORPORATION | $3,558 | 0.00% | 98 | 0 | 0.0% | — | 不变 |
| — | AMPLIFY ENERGY CORP NEW | $3,551 | 0.00% | 569 | 0 | 0.0% | — | 不变 |
| OTIS | OTIS WORLDWIDE CORP | $3,546 | 0.00% | 46 | 0 | 0.0% | — | 不变 |
| — | ELEVRA LITHIUM LTD | $3,534 | 0.00% | 60 | -14 | -18.9% | -$825 | 减仓 |
| MMSI | MERIT MED SYS INC | $3,516 | 0.00% | 51 | 51 | — | $3,516 | 新建仓 |
| NGVT | INGEVITY CORP | $3,491 | 0.00% | 49 | 0 | 0.0% | — | 不变 |
| CWST | CASELLA WASTE SYS INC | $3,491 | 0.00% | 44 | 20 | 83.3% | $1,587 | 加仓 |
| AJG | GALLAGHER ARTHUR J & CO | $3,466 | 0.00% | 16 | -8 | -33.3% | -$1,733 | 减仓 |
| CBT | CABOT CORP | $3,465 | 0.00% | 46 | 0 | 0.0% | — | 不变 |
| STC | STEWART INFORMATION SVCS COR | $3,449 | 0.00% | 56 | 15 | 36.6% | $924 | 加仓 |
| PGNY | PROGYNY INC | $3,447 | 0.00% | 203 | 27 | 15.3% | $458 | 加仓 |