Premier Private Wealth Management LLC
PALM HARBOR FL · SEC CIK 0002056550
$9,481.49万2026Q1 申报市值
53持仓数
58.0%前十大占比 · 第一大 8.9%
6 / 1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
LMBS 新建仓+$316.64万
SCHD 加仓+$260.63万
DTCR 新建仓+$155.38万
RDVY 加仓+$144.97万
IMCG 加仓+$92.52万
2026Q1 卖出最多 按季末市值估算
BIL 减仓-$280.01万
SPYM 减仓-$229.06万
DGRW 减仓-$201.61万
XLRE 减仓-$86.95万
DGS 减仓-$72.90万
2026Q1 持仓明细 点表头排序
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 |
|---|---|---|---|---|---|---|---|---|
| SCHD | SCHWAB STRATEGIC TR | $846.23万 | 8.93% | 275,824 | 84,950 | 44.5% | $260.63万 | 加仓 |
| SDY | SPDR SERIES TRUST | $762.31万 | 8.04% | 52,234 | 598 | 1.2% | $8.73万 | 加仓 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $652.80万 | 6.88% | 95,606 | 21,231 | 28.5% | $144.97万 | 加仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $581.96万 | 6.14% | 24,491 | 3,804 | 18.4% | $90.39万 | 加仓 |
| IEFA | ISHARES TR | $538.28万 | 5.68% | 59,459 | 522 | 0.9% | $4.73万 | 加仓 |
| DGRW | WISDOMTREE TR | $470.43万 | 4.96% | 53,555 | -22,952 | -30.0% | -$201.61万 | 减仓 |
| SPSM | SPDR SERIES TRUST | $465.03万 | 4.90% | 96,240 | 432 | 0.5% | $2.09万 | 加仓 |
| IMCG | ISHARES TR | $451.26万 | 4.76% | 57,289 | 11,745 | 25.8% | $92.52万 | 加仓 |
| TOTL | SSGA ACTIVE ETF TR | $382.54万 | 4.03% | 96,285 | -6,924 | -6.7% | -$27.51万 | 减仓 |
| DDWM | WISDOMTREE TR | $350.10万 | 3.69% | 79,369 | -9,329 | -10.5% | -$41.15万 | 减仓 |
| LMBS | FIRST TR EXCHANGE-TRADED FD | $316.64万 | 3.34% | 63,570 | 63,570 | — | $316.64万 | 新建仓 |
| DGS | WISDOMTREE TR | $296.57万 | 3.13% | 49,346 | -12,130 | -19.7% | -$72.90万 | 减仓 |
| FENI | FIDELITY COVINGTON TRUST | $283.85万 | 2.99% | 76,304 | 15,047 | 24.6% | $55.98万 | 加仓 |
| AAPL | APPLE INC | $230.88万 | 2.44% | 9,097 | -10 | -0.1% | -$2,538 | 减仓 |
| XLRE | SELECT SECTOR SPDR TR | $212.43万 | 2.24% | 52,027 | -21,295 | -29.0% | -$86.95万 | 减仓 |
| BND | VANGUARD BD INDEX FDS | $209.74万 | 2.21% | 28,482 | 2,928 | 11.5% | $21.56万 | 加仓 |
| QQQ | INVESCO QQQ TR | $177.21万 | 1.87% | 3,070 | -19 | -0.6% | -$1.10万 | 减仓 |
| SMA | SMARTSTOP SELF STORAG REIT I | $165.10万 | 1.74% | 54,525 | -20,068 | -26.9% | -$60.77万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $158.15万 | 1.67% | 11,900 | 282 | 2.4% | $3.75万 | 加仓 |
| BIL | SPDR SERIES TRUST | $156.15万 | 1.65% | 17,040 | -30,556 | -64.2% | -$280.01万 | 减仓 |
| DTCR | GLOBAL X FDS | $155.38万 | 1.64% | 64,848 | 64,848 | — | $155.38万 | 新建仓 |
| SGOL | ETFS GOLD TR | $150.81万 | 1.59% | 33,798 | 5,828 | 20.8% | $26.00万 | 加仓 |
| MCK | MCKESSON CORP | $143.22万 | 1.51% | 1,655 | 0 | 0.0% | — | 不变 |
| MSFT | MICROSOFT CORP | $99.08万 | 1.04% | 2,677 | -45 | -1.7% | -$1.67万 | 减仓 |
| MUB | ISHARES TR | $93.67万 | 0.99% | 8,824 | 6,276 | 246.3% | $66.62万 | 加仓 |
| XAR | SPDR SERIES TRUST | $75.71万 | 0.80% | 2,981 | 107 | 3.7% | $2.72万 | 加仓 |
| AMZN | AMAZON COM INC | $72.81万 | 0.77% | 3,496 | -19 | -0.5% | -$3,957 | 减仓 |
| SPYM | SPDR SERIES TRUST | $63.80万 | 0.67% | 8,336 | -29,927 | -78.2% | -$229.06万 | 减仓 |
| SDVY | FIRST TR EXCHANGE TRADED FD | $55.88万 | 0.59% | 14,173 | -2,471 | -14.8% | -$9.74万 | 减仓 |
| XLE | SELECT SECTOR SPDR TR | $55.65万 | 0.59% | 9,084 | 695 | 8.3% | $4.26万 | 加仓 |
| QYLD | GLOBAL X FDS | $50.91万 | 0.54% | 29,685 | -36,609 | -55.2% | -$62.78万 | 减仓 |
| SKOR | FLEXSHARES TR | $50.81万 | 0.54% | 10,451 | 10,451 | — | $50.81万 | 新建仓 |
| BILS | SPDR SERIES TRUST | $46.68万 | 0.49% | 4,694 | -5,157 | -52.4% | -$51.28万 | 减仓 |
| HDV | ISHARES TR | $44.19万 | 0.47% | 3,256 | 0 | 0.0% | — | 不变 |
| PCOR | PROCORE TECHNOLOGIES INC | $43.69万 | 0.46% | 7,665 | 0 | 0.0% | — | 不变 |
| HYMB | SPDR SERIES TRUST | $43.66万 | 0.46% | 17,606 | 6,162 | 53.8% | $15.28万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $43.27万 | 0.46% | 903 | 0 | 0.0% | — | 不变 |
| XLP | SELECT SECTOR SPDR TR | $41.48万 | 0.44% | 5,060 | -200 | -3.8% | -$1.64万 | 减仓 |
| XLF | SELECT SECTOR SPDR TR | $40.96万 | 0.43% | 8,297 | 440 | 5.6% | $2.17万 | 加仓 |
| AOM | ISHARES TR | $39.48万 | 0.42% | 8,334 | 93 | 1.1% | $4,406 | 加仓 |
| AOR | ISHARES TR | $38.53万 | 0.41% | 5,988 | 20 | 0.3% | $1,287 | 加仓 |
| TQQQ | PROSHARES TR | $38.00万 | 0.40% | 9,116 | -262 | -2.8% | -$1.09万 | 减仓 |
| SCHK | SCHWAB STRATEGIC TR | $37.22万 | 0.39% | 11,880 | -663 | -5.3% | -$2.08万 | 减仓 |
| PSMJ | PACER FDS TR | $32.76万 | 0.35% | 10,290 | 0 | 0.0% | — | 不变 |
| AOA | ISHARES TR | $28.26万 | 0.30% | 3,194 | 25 | 0.8% | $2,212 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $27.10万 | 0.29% | 2,070 | -200 | -8.8% | -$2.62万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $26.72万 | 0.28% | 1,532 | 46 | 3.1% | $8,022 | 加仓 |
| SPDW | SPDR INDEX SHS FDS | $25.99万 | 0.27% | 5,693 | 307 | 5.7% | $1.40万 | 加仓 |
| GLD | SPDR GOLD TR | $23.92万 | 0.25% | 556 | -6 | -1.1% | -$2,582 | 减仓 |
| HYG | ISHARES TR | $22.56万 | 0.24% | 2,836 | 2,836 | — | $22.56万 | 新建仓 |
| XLC | SELECT SECTOR SPDR TR | $20.94万 | 0.22% | 1,889 | 1,889 | — | $20.94万 | 新建仓 |
| JNJ | JOHNSON & JOHNSON | $20.44万 | 0.22% | 836 | 836 | — | $20.44万 | 新建仓 |
| AVGO | BROADCOM INC | $20.24万 | 0.21% | 654 | 7 | 1.1% | $2,167 | 加仓 |
| SHLD | GLOBAL X FDS | $0 | 0.00% | 0 | -6,766 | -100.0% | -$50.37万 | 清仓 |
| STXF | EA SERIES TRUST | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| IWM | ISHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |