Premier Private Wealth Management LLC
PALM HARBOR FL · SEC CIK 0002056550
$1.14亿2026Q2 申报市值
60持仓数
57.8%前十大占比 · 第一大 8.5%
5 / 0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
MUB 加仓+$251.31万
QQQM 加仓+$124.03万
SCHD 加仓+$96.92万
IEFA 加仓+$94.56万
IMCG 加仓+$76.12万
2026Q2 卖出最多 按季末市值估算
BIL 减仓-$55.87万
SMA 减仓-$39.85万
TOTL 减仓-$19.51万
QYLD 减仓-$13.26万
XLP 减仓-$11.97万
2026Q2 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 | $971.55万 | 8.50% | 306,387 | 30,563 | 11.1% | $96.92万 | 加仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $866.03万 | 7.58% | 28,585 | 4,094 | 16.7% | $124.03万 | 加仓 |
| SDY | SPDR SERIES TRUST | $805.49万 | 7.05% | 52,930 | 696 | 1.3% | $10.59万 | 加仓 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $784.18万 | 6.86% | 96,741 | 1,135 | 1.2% | $9.20万 | 加仓 |
| IEFA | ISHARES TR | $668.81万 | 5.85% | 69,250 | 9,791 | 16.5% | $94.56万 | 加仓 |
| IMCG | ISHARES TR | $639.27万 | 5.59% | 65,033 | 7,744 | 13.5% | $76.12万 | 加仓 |
| SPSM | SPDR SERIES TRUST | $617.95万 | 5.41% | 107,152 | 10,912 | 11.3% | $62.93万 | 加仓 |
| DGRW | WISDOMTREE TR | $517.27万 | 4.53% | 54,097 | 542 | 1.0% | $5.18万 | 加仓 |
| DDWM | WISDOMTREE TR | $379.33万 | 3.32% | 82,143 | 2,774 | 3.5% | $12.81万 | 加仓 |
| LMBS | FIRST TR EXCHANGE-TRADED FD | $361.83万 | 3.17% | 72,686 | 9,116 | 14.3% | $45.38万 | 加仓 |
| TOTL | SSGA ACTIVE ETF TR | $360.53万 | 3.15% | 91,342 | -4,943 | -5.1% | -$19.51万 | 减仓 |
| FENI | FIDELITY COVINGTON TRUST | $347.78万 | 3.04% | 86,663 | 10,359 | 13.6% | $41.57万 | 加仓 |
| MUB | ISHARES TR | $346.28万 | 3.03% | 32,176 | 23,352 | 264.6% | $251.31万 | 加仓 |
| DGS | WISDOMTREE TR | $325.09万 | 2.84% | 50,238 | 892 | 1.8% | $5.77万 | 加仓 |
| AAPL | APPLE INC | $267.76万 | 2.34% | 9,254 | 157 | 1.7% | $4.54万 | 加仓 |
| XLRE | SELECT SECTOR SPDR TR | $231.10万 | 2.02% | 52,486 | 459 | 0.9% | $2.02万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $217.12万 | 1.90% | 11,396 | -504 | -4.2% | -$9.60万 | 减仓 |
| QQQ | INVESCO QQQ TR | $215.04万 | 1.88% | 2,920 | -150 | -4.9% | -$11.05万 | 减仓 |
| DTCR | GLOBAL X FDS | $214.01万 | 1.87% | 70,466 | 5,618 | 8.7% | $17.06万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $203.31万 | 1.78% | 27,695 | -787 | -2.8% | -$5.78万 | 减仓 |
| SMA | SMARTSTOP SELF STORAG REIT I | $137.35万 | 1.20% | 42,262 | -12,263 | -22.5% | -$39.85万 | 减仓 |
| TQQQ | PROSHARES TR | $128.45万 | 1.12% | 15,858 | 6,742 | 74.0% | $54.61万 | 加仓 |
| MCK | MCKESSON CORP | $125.20万 | 1.10% | 1,657 | 2 | 0.1% | $1,511 | 加仓 |
| SGOL | ETFS GOLD TR | $121.64万 | 1.06% | 31,819 | -1,979 | -5.9% | -$7.57万 | 减仓 |
| MSFT | MICROSOFT CORP | $101.97万 | 0.89% | 2,734 | 57 | 2.1% | $2.13万 | 加仓 |
| BIL | SPDR SERIES TRUST | $100.28万 | 0.88% | 10,943 | -6,097 | -35.8% | -$55.87万 | 减仓 |
| AMZN | AMAZON COM INC | $92.88万 | 0.81% | 3,897 | 401 | 11.5% | $9.56万 | 加仓 |
| XAR | SPDR SERIES TRUST | $85.85万 | 0.75% | 3,025 | 44 | 1.5% | $1.25万 | 加仓 |
| HYMB | SPDR SERIES TRUST | $85.51万 | 0.75% | 33,611 | 16,005 | 90.9% | $40.72万 | 加仓 |
| SKOR | FLEXSHARES TR | $76.95万 | 0.67% | 15,852 | 5,401 | 51.7% | $26.22万 | 加仓 |
| SDVY | FIRST TR EXCHANGE TRADED FD | $66.06万 | 0.58% | 15,313 | 1,140 | 8.0% | $4.92万 | 加仓 |
| SPYM | SPDR SERIES TRUST | $63.11万 | 0.55% | 7,181 | -1,155 | -13.9% | -$10.15万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $50.49万 | 0.44% | 1,009 | 106 | 11.7% | $5.30万 | 加仓 |
| BILS | SPDR SERIES TRUST | $42.67万 | 0.37% | 4,294 | -400 | -8.5% | -$3.98万 | 减仓 |
| XLF | SELECT SECTOR SPDR TR | $42.56万 | 0.37% | 7,939 | -358 | -4.3% | -$1.92万 | 减仓 |
| HDV | ISHARES TR | $41.70万 | 0.36% | 15,214 | -1,066 | -6.5% | -$2.92万 | 减仓 |
| QYLD | GLOBAL X FDS | $41.45万 | 0.36% | 22,492 | -7,193 | -24.2% | -$13.26万 | 减仓 |
| XLE | SELECT SECTOR SPDR TR | $40.98万 | 0.36% | 7,716 | -1,368 | -15.1% | -$7.27万 | 减仓 |
| AOR | ISHARES TR | $40.78万 | 0.36% | 5,868 | -120 | -2.0% | -$8,340 | 减仓 |
| VTI | VANGUARD INDEX FDS | $37.45万 | 0.33% | 1,012 | 1,012 | — | $37.45万 | 新建仓 |
| SCHK | SCHWAB STRATEGIC TR | $37.26万 | 0.33% | 10,334 | -1,546 | -13.0% | -$5.57万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $36.08万 | 0.32% | 1,803 | 271 | 17.7% | $5.42万 | 加仓 |
| PSMJ | PACER FDS TR | $34.81万 | 0.30% | 10,290 | 0 | 0.0% | — | 不变 |
| PDBC | INVESCO ACTVELY MNGD ETC FD | $34.00万 | 0.30% | 21,411 | 21,411 | — | $34.00万 | 新建仓 |
| AOM | ISHARES TR | $32.49万 | 0.28% | 6,513 | -1,821 | -21.9% | -$9.09万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $32.04万 | 0.28% | 429 | 429 | — | $32.04万 | 新建仓 |
| PCOR | PROCORE TECHNOLOGIES INC | $31.14万 | 0.27% | 7,665 | 0 | 0.0% | — | 不变 |
| XLP | SELECT SECTOR SPDR TR | $30.06万 | 0.26% | 3,619 | -1,441 | -28.5% | -$11.97万 | 减仓 |
| AOA | ISHARES TR | $29.69万 | 0.26% | 3,042 | -152 | -4.8% | -$1.48万 | 减仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $29.48万 | 0.26% | 5,220 | 5,220 | — | $29.48万 | 新建仓 |
| DUK | DUKE ENERGY CORP NEW | $28.97万 | 0.25% | 2,289 | 219 | 10.6% | $2.77万 | 加仓 |
| HYG | ISHARES TR | $27.82万 | 0.24% | 3,479 | 643 | 22.7% | $5.14万 | 加仓 |
| SPDW | SPDR INDEX SHS FDS | $27.19万 | 0.24% | 5,395 | -298 | -5.2% | -$1.50万 | 减仓 |
| SOXX | ISHARES TR | $26.34万 | 0.23% | 411 | 411 | — | $26.34万 | 新建仓 |
| AVGO | BROADCOM INC | $25.16万 | 0.22% | 666 | 12 | 1.8% | $4,533 | 加仓 |
| STXF | EA SERIES TRUST | $22.13万 | 0.19% | 4,581 | -156 | -3.3% | -$7,535 | 重新持有 |
| JNJ | JOHNSON & JOHNSON | $21.10万 | 0.18% | 831 | -5 | -0.6% | -$1,270 | 减仓 |
| IWM | ISHARES TR | $20.82万 | 0.18% | 693 | -106 | -13.3% | -$3.18万 | 重新持有 |
| GLD | SPDR GOLD TR | $20.48万 | 0.18% | 556 | 0 | 0.0% | — | 不变 |
| XLC | SELECT SECTOR SPDR TR | $20.04万 | 0.18% | 1,871 | -18 | -1.0% | -$1,928 | 减仓 |