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 |
|---|---|---|---|---|---|---|---|---|
| POST | POST HLDGS INC | $5,649 | 0.00% | 64 | 0 | 0.0% | — | 不变 |
| LNT | ALLIANT ENERGY CORP | $5,646 | 0.00% | 74 | 0 | 0.0% | — | 不变 |
| SNA | SNAP ON INC | $5,634 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| CDW | CDW CORP | $5,626 | 0.00% | 40 | -76 | -65.5% | -$1.07万 | 减仓 |
| WAT | WATERS CORP | $5,626 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| TREX | TREX INC | $5,605 | 0.00% | 112 | 0 | 0.0% | — | 不变 |
| SHAK | SHAKE SHACK INC | $5,602 | 0.00% | 100 | 100 | — | $5,602 | 新建仓 |
| BAH | BOOZ ALLEN HAMILTON HLDG COR | $5,582 | 0.00% | 92 | 55 | 148.6% | $3,337 | 加仓 |
| SOLV | SOLVENTUM CORP | $5,555 | 0.00% | 72 | 11 | 18.0% | $849 | 加仓 |
| TTC | TORO CO | $5,553 | 0.00% | 57 | 0 | 0.0% | — | 不变 |
| SYF | SYNCHRONY FINANCIAL | $5,552 | 0.00% | 73 | 0 | 0.0% | — | 不变 |
| INTA | INTAPP INC | $5,547 | 0.00% | 220 | 43 | 24.3% | $1,084 | 加仓 |
| BMRC | BANK OF MARIN BANCORP | $5,540 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| OMCL | OMNICELL COM | $5,523 | 0.00% | 133 | 0 | 0.0% | — | 不变 |
| ACAD | ACADIA PHARMACEUTICALS INC | $5,516 | 0.00% | 218 | 0 | 0.0% | — | 不变 |
| OII | OCEANEERING INTL INC | $5,511 | 0.00% | 136 | 0 | 0.0% | — | 不变 |
| KTB | KONTOOR BRANDS INC | $5,501 | 0.00% | 66 | 0 | 0.0% | — | 不变 |
| LULU | LULULEMON ATHLETICA INC | $5,481 | 0.00% | 48 | 30 | 166.7% | $3,426 | 加仓 |
| AEP | AMERICAN ELEC PWR CO INC | $5,473 | 0.00% | 40 | 0 | 0.0% | — | 不变 |
| BAM | BROOKFIELD ASSET MANAGMT LTD | $5,427 | 0.00% | 121 | 0 | 0.0% | — | 不变 |
| CBZ | CBIZ INC | $5,390 | 0.00% | 168 | 19 | 12.8% | $610 | 加仓 |
| OGN | ORGANON & CO | $5,376 | 0.00% | 397 | 0 | 0.0% | — | 不变 |
| DOCU | DOCUSIGN INC | $5,375 | 0.00% | 121 | 43 | 55.1% | $1,910 | 加仓 |
| TGT | TARGET CORP | $5,356 | 0.00% | 41 | 0 | 0.0% | — | 不变 |
| WM | WASTE MGMT INC DEL | $5,350 | 0.00% | 24 | -10 | -29.4% | -$2,229 | 减仓 |
| MCY | MERCURY GENL CORP NEW | $5,331 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| BDX | BECTON DICKINSON & CO | $5,297 | 0.00% | 35 | 0 | 0.0% | — | 不变 |
| TMP | TOMPKINS FINL CORP | $5,294 | 0.00% | 56 | 0 | 0.0% | — | 不变 |
| TYL | TYLER TECHNOLOGIES INC | $5,265 | 0.00% | 18 | 7 | 63.6% | $2,048 | 加仓 |
| CHTR | CHARTER COMMUNICATIONS INC | $5,262 | 0.00% | 37 | 9 | 32.1% | $1,280 | 加仓 |
| GFS | GLOBALFOUNDRIES INC | $5,192 | 0.00% | 63 | 0 | 0.0% | — | 不变 |
| GLNG | GOLAR LNG LTD | $5,184 | 0.00% | 104 | 0 | 0.0% | — | 不变 |
| DELL | DELL TECHNOLOGIES INC | $5,178 | 0.00% | 12 | -1 | -7.7% | -$432 | 减仓 |
| CRGY | CRESCENT ENERGY COMPANY | $5,166 | 0.00% | 526 | 111 | 26.7% | $1,090 | 加仓 |
| — | BRT APARTMENTS CORP | $5,165 | 0.00% | 336 | 5 | 1.5% | $77 | 加仓 |
| EMN | EASTMAN CHEM CO | $5,164 | 0.00% | 77 | 1 | 1.3% | $67 | 加仓 |
| IONS | IONIS PHARMACEUTICALS INC | $5,154 | 0.00% | 65 | 0 | 0.0% | — | 不变 |
| PCOR | PROCORE TECHNOLOGIES INC | $5,119 | 0.00% | 126 | 71 | 129.1% | $2,885 | 加仓 |
| AMR | ALPHA METALLURGICAL RESOUR I | $5,114 | 0.00% | 31 | 0 | 0.0% | — | 不变 |
| DNUT | KRISPY KREME INC | $5,070 | 0.00% | 1,436 | 0 | 0.0% | — | 不变 |
| FRSH | FRESHWORKS INC | $5,040 | 0.00% | 498 | 0 | 0.0% | — | 不变 |
| FTI | TECHNIPFMC PLC | $5,039 | 0.00% | 76 | 0 | 0.0% | — | 不变 |
| MDLN | MEDLINE INC | $5,009 | 0.00% | 127 | 127 | — | $5,009 | 新建仓 |
| YETI | YETI HLDGS INC | $5,006 | 0.00% | 101 | 0 | 0.0% | — | 不变 |
| SEIC | SEI INVTS CO | $5,000 | 0.00% | 57 | 0 | 0.0% | — | 不变 |
| AI | C3 AI INC | $5,000 | 0.00% | 550 | 550 | — | $5,000 | 新建仓 |
| FNF | FIDELITY NATL FINL INC | $4,999 | 0.00% | 106 | 0 | 0.0% | — | 不变 |
| LSTR | LANDSTAR SYS INC | $4,964 | 0.00% | 24 | 0 | 0.0% | — | 不变 |
| EHC | ENCOMPASS HEALTH CORP | $4,953 | 0.00% | 49 | 0 | 0.0% | — | 不变 |
| IMVT | IMMUNOVANT INC | $4,932 | 0.00% | 128 | 0 | 0.0% | — | 不变 |
| PIPR | PIPER SANDLER COMPANIES | $4,920 | 0.00% | 68 | 68 | — | $4,920 | 新建仓 |
| BMI | BADGER METER INC | $4,897 | 0.00% | 33 | 1 | 3.1% | $148 | 加仓 |
| IOT | SAMSARA INC | $4,865 | 0.00% | 150 | 131 | 689.5% | $4,249 | 加仓 |
| TCMD | TACTILE SYS TECHNOLOGY INC | $4,855 | 0.00% | 163 | 0 | 0.0% | — | 不变 |
| SM | SM ENERGY COMPANY | $4,855 | 0.00% | 186 | 76 | 69.1% | $1,984 | 加仓 |
| CATY | CATHAY GEN BANCORP | $4,836 | 0.00% | 78 | 0 | 0.0% | — | 不变 |
| RL | RALPH LAUREN CORP | $4,817 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| ECG | EVERUS CONSTR GROUP | $4,813 | 0.00% | 29 | 0 | 0.0% | — | 不变 |
| ETH | GRAYSCALE ETHEREUM STAKING | $4,810 | 0.00% | 320 | -300 | -48.4% | -$4,509 | 减仓 |
| OEC | ORION S.A. | $4,801 | 0.00% | 724 | 0 | 0.0% | — | 不变 |
| NEO | NEOGENOMICS INC | $4,801 | 0.00% | 329 | 0 | 0.0% | — | 不变 |
| GPN | GLOBAL PMTS INC | $4,789 | 0.00% | 66 | 30 | 83.3% | $2,177 | 加仓 |
| RBA | RB GLOBAL INC | $4,775 | 0.00% | 41 | 0 | 0.0% | — | 不变 |
| BF/A | BROWN FORMAN CORP | $4,761 | 0.00% | 174 | 54 | 45.0% | $1,478 | 加仓 |
| ECL | ECOLAB INC | $4,737 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| ZBH | ZIMMER BIOMET HOLDINGS INC | $4,735 | 0.00% | 55 | 46 | 511.1% | $3,960 | 加仓 |
| POOL | POOL CORP | $4,728 | 0.00% | 22 | 22 | — | $4,728 | 新建仓 |
| SONO | SONOS INC | $4,722 | 0.00% | 349 | 0 | 0.0% | — | 不变 |
| WY | WEYERHAEUSER CO | $4,717 | 0.00% | 197 | 170 | 629.6% | $4,071 | 加仓 |
| RPD | RAPID7 INC | $4,642 | 0.00% | 573 | 296 | 106.9% | $2,398 | 加仓 |
| ALLE | ALLEGION PLC | $4,637 | 0.00% | 33 | -18 | -35.3% | -$2,529 | 减仓 |
| SPSC | SPS COMM INC | $4,631 | 0.00% | 81 | 32 | 65.3% | $1,830 | 加仓 |
| CNP | CENTERPOINT ENERGY INC | $4,625 | 0.00% | 105 | 0 | 0.0% | — | 不变 |
| KEX | KIRBY CORP | $4,623 | 0.00% | 34 | 0 | 0.0% | — | 不变 |
| TREE | LENDINGTREE INC | $4,607 | 0.00% | 104 | 0 | 0.0% | — | 不变 |
| SSD | SIMPSON MFG INC | $4,606 | 0.00% | 22 | 0 | 0.0% | — | 不变 |
| THO | THOR INDS INC | $4,585 | 0.00% | 61 | 0 | 0.0% | — | 不变 |
| WSO | WATSCO INC | $4,585 | 0.00% | 11 | 5 | 83.3% | $2,084 | 加仓 |
| CLX | CLOROX CO DEL | $4,582 | 0.00% | 48 | 42 | 700.0% | $4,009 | 加仓 |
| CDE | COEUR MNG INC | $4,570 | 0.00% | 280 | 0 | 0.0% | — | 不变 |
| FR | FIRST INDL RLTY TR INC | $4,537 | 0.00% | 74 | 0 | 0.0% | — | 不变 |
| — | CRINETICS PHARMACEUTICALS IN | $4,528 | 0.00% | 121 | -13 | -9.7% | -$486 | 减仓 |
| LEN | LENNAR CORP | $4,525 | 0.00% | 50 | 21 | 72.4% | $1,900 | 加仓 |
| — | GLOBAL WTR RES INC | $4,497 | 0.00% | 621 | 621 | — | $4,497 | 新建仓 |
| APO | APOLLO GLOBAL MGMT INC | $4,496 | 0.00% | 38 | 4 | 11.8% | $473 | 加仓 |
| FLNG | FLEX LNG LTD | $4,490 | 0.00% | 160 | 0 | 0.0% | — | 不变 |
| MAC | MACERICH CO | $4,484 | 0.00% | 178 | 0 | 0.0% | — | 不变 |
| SEB | SEABOARD CORP DEL | $4,465 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| WMK | WEIS MKTS INC | $4,464 | 0.00% | 57 | 0 | 0.0% | — | 不变 |
| NABL | N-ABLE INC | $4,452 | 0.00% | 1,213 | -176 | -12.7% | -$646 | 减仓 |
| EQIX | EQUINIX INC | $4,451 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| GEN | GEN DIGITAL INC | $4,431 | 0.00% | 178 | -31 | -14.8% | -$772 | 减仓 |
| CGNX | COGNEX CORP | $4,418 | 0.00% | 61 | 0 | 0.0% | — | 不变 |
| OSPN | ONESPAN INC | $4,392 | 0.00% | 306 | 0 | 0.0% | — | 不变 |
| PNW | PINNACLE WEST CAP CORP | $4,387 | 0.00% | 41 | 0 | 0.0% | — | 不变 |
| NTLA | INTELLIA THERAPEUTICS INC | $4,383 | 0.00% | 259 | 0 | 0.0% | — | 不变 |
| INVH | INVITATION HOMES INC | $4,381 | 0.00% | 145 | 0 | 0.0% | — | 不变 |
| RHP | RYMAN HOSPITALITY PPTYS INC | $4,371 | 0.00% | 34 | 0 | 0.0% | — | 不变 |
| VKTX | VIKING THERAPEUTICS INC | $4,370 | 0.00% | 112 | 0 | 0.0% | — | 不变 |
| GOLD | GOLD COM INC | $4,328 | 0.00% | 104 | 0 | 0.0% | — | 不变 |