Cogent Private Wealth, Inc.
ORLANDO FL · SEC CIK 0002078392
$1.60亿2026Q2 申报市值
117持仓数
41.4%前十大占比 · 第一大 7.1%
19 / 2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
BNDW 加仓+$276.94万
AVUS 加仓+$273.43万
AOM 新建仓+$265.32万
AMERICAN CENTY E 加仓+$251.23万
IAU 新建仓+$229.35万
2026Q2 卖出最多 按季末市值估算
DUSB 减仓-$211.75万
DGCB 减仓-$195.26万
GLD 减仓-$158.59万
DFAW 清仓-$152.03万
MSFT 减仓-$151.06万
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 |
|---|---|---|---|---|---|---|---|---|
| AVLV | AMERICAN CENTY ETF TR | $25.43万 | 0.16% | 2,788 | 0 | 0.0% | — | 不变 |
| HPE | HEWLETT PACKARD ENTERPRISE C | $24.02万 | 0.15% | 5,325 | 5,325 | — | $24.02万 | 新建仓 |
| HD | HOME DEPOT INC | $23.78万 | 0.15% | 674 | 34 | 5.3% | $1.20万 | 加仓 |
| SCHO | SCHWAB STRATEGIC TR | $23.42万 | 0.15% | 9,701 | 0 | 0.0% | — | 不变 |
| UNH | UNITEDHEALTH GROUP INC | $23.28万 | 0.15% | 560 | 560 | — | $23.28万 | 新建仓 |
| SPDW | SPDR INDEX SHS FDS | $22.95万 | 0.14% | 4,555 | 0 | 0.0% | — | 不变 |
| JBL | JABIL INC | $22.29万 | 0.14% | 578 | 578 | — | $22.29万 | 新建仓 |
| CVX | CHEVRON CORPORATION | $22.13万 | 0.14% | 1,335 | -34 | -2.5% | -$5,636 | 减仓 |
| EBAY | EBAY INC. | $22.03万 | 0.14% | 1,971 | 1,971 | — | $22.03万 | 新建仓 |
| AXP | AMERICAN EXPRESS CO | $21.95万 | 0.14% | 649 | 56 | 9.4% | $1.89万 | 重新持有 |
| APH | AMPHENOL CORP | $21.79万 | 0.14% | 1,236 | 1,236 | — | $21.79万 | 新建仓 |
| PHM | PULTE GROUP INC | $21.69万 | 0.14% | 1,581 | 1,581 | — | $21.69万 | 新建仓 |
| MA | MASTERCARD INCORPORATED | $21.63万 | 0.14% | 421 | -8 | -1.9% | -$4,111 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $20.27万 | 0.13% | 6,392 | 6,392 | — | $20.27万 | 新建仓 |
| DFAI | DIMENSIONAL ETF TRUST | $20.12万 | 0.13% | 4,878 | 4,878 | — | $20.12万 | 新建仓 |
| BLK | BLACKROCK INC | $20.00万 | 0.12% | 208 | -4 | -1.9% | -$3,846 | 减仓 |
| VLY | VALLEY NATL BANCORP | $18.35万 | 0.11% | 12,523 | 12,523 | — | $18.35万 | 新建仓 |
| DFAW | DIMENSIONAL ETF TRUST | $0 | 0.00% | 0 | -20,606 | -100.0% | -$152.03万 | 清仓 |
| PFE | PFIZER INC | $0 | 0.00% | 0 | -7,959 | -100.0% | -$22.35万 | 清仓 |