13F 机构持仓

Allied Private Wealth LLC

BOCA RATON FL · SEC CIK 0002132253

2026Q22026Q1 更早 9 个季度 🔒
$1.56亿2026Q2 申报市值
903持仓数
43.6%前十大占比 · 第一大 13.6%
0 / 0新建仓 / 清仓
申报市值走势$1.56亿2026Q2
26Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

AAPL 13.6%
MSFT 5.9%
VOO 4.7%
CGDV 4.6%
AMZN 3.0%
NVDA 2.9%
AVDE 2.6%
BRK/B 2.5%
SGOV 2.2%
TAXF 1.4%

2026Q2 买入最多 按季末市值估算

本季没有买入

2026Q2 卖出最多 按季末市值估算

本季没有卖出

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
CTVA CORTEVA INC COM $1,0220.00%12 —— — —
DNUT KRISPY KREME INC COM $1,0320.00%300 —— — —
FNF FIDELITY NATL FINL INC COM SHS $1,0480.00%21 —— — —
BP BP PLC SPONSORED ADR $1,0580.00%27 —— — —
— PATRIOT NATL BANCORP INC COM NEW $1,0790.00%990 —— — —
CLS CELESTICA INC COM $1,0820.00%3 —— — —
RELX RELX PLC SPONSORED ADR $1,0890.00%34 —— — —
MWA MUELLER WTR PRODS INC COM SER A $1,0920.00%44 —— — —
DINO HF SINCLAIR CORP COM $1,1080.00%14 —— — —
REET ISHARES GLOBAL REIT ETF $1,1080.00%40 —— — —
GBTC GRAYSCALE BITCOIN TRUST ETF $1,1090.00%23 —— — —
— LEGGETT & PLATT INC COM $1,1110.00%100 —— — —
PSTL POSTAL REALTY TRUST INC CL A $1,1610.00%48 —— — —
NOG NORTHERN OIL & GAS INC COM $1,1610.00%60 —— — —
HST HOST HOTELS & RESORTS INC COM $1,1640.00%51 —— — —
— MACKENZIE RLTY CAP INC COM NEW $1,1730.00%720 —— — —
FSSL FS SPECIALTY LENDING FD COM SH BEN INT $1,1830.00%108 —— — —
NIO NIO INC SPON ADS $1,2250.00%250 —— — —
VRTS VIRTUS INVT PARTNERS INC COM $1,2350.00%8 —— — —
— GLOBAL WTR RES INC COM $1,2510.00%180 —— — —
— BIODEXA PHARMACEUTICALS PLC SPONSORED ADS $1,2710.00%489 —— — —
LDOS LEIDOS HOLDINGS INC COM $1,2950.00%12 —— — —
BJ BJS WHSL CLUB HLDGS INC COM $1,3000.00%15 —— — —
SNPS SYNOPSYS INC COM $1,3030.00%3 —— — —
HPQ HP INC COM $1,3070.00%55 —— — —
ZM ZOOM COMMUNICATIONS INC CL A $1,3110.00%15 —— — —
STAG STAG INDUSTRIAL INC COM $1,3120.00%34 —— — —
UUUU ENERGY FUELS INC COM NEW $1,3140.00%100 —— — —
— VERRICA PHARMACEUTICALS INC COM SHS $1,3370.00%202 —— — —
FWDI FORWARD INDUSTRIES INC COM NEW $1,3490.00%330 —— — —
FAST FASTENAL CO COM $1,3560.00%29 —— — —
VLTO VERALTO CORP COM SHS $1,3760.00%15 —— — —
CAG CONAGRA BRANDS INC COM $1,3770.00%100 —— — —
— BIOCARDIA INC COM $1,3980.00%1,449 —— — —
SBRA SABRA HEALTH CARE REIT INC COM $1,4020.00%70 —— — —
FTV FORTIVE CORP COM $1,4100.00%23 —— — —
ADV ADVANTAGE SOLUTIONS INC COM NEW CL A $1,4180.00%36 —— — —
WPC WP CAREY INC COM $1,4280.00%20 —— — —
CUBE CUBESMART COM $1,4370.00%36 —— — —
CRON CRONOS GROUP INC COM $1,4430.00%525 —— — —
NCLH NORWEGIAN CRUISE LINE HLDGS LT SHS $1,4520.00%78 —— — —
NKE NIKE INC CL B $1,4580.00%34 —— — —
FLEX FLEX LTD ORD $1,4670.00%11 —— — —
LHX L3HARRIS TECHNOLOGIES INC COM $1,4730.00%5 —— — —
CNC CENTENE CORP DEL COM $1,4750.00%22 —— — —
CGNX COGNEX CORP COM $1,4760.00%23 —— — —
— SPORTSMANS WHSE HLDGS INC COM $1,4830.00%1,150 —— — —
WAB WABTEC COM $1,5630.00%6 —— — —
MICC MAGNUM ICE CREAM CO NV ORD SHS $1,5670.00%85 —— — —
REZI RESIDEO TECHNOLOGIES INC COM $1,5880.00%50 —— — —
BALL BALL CORP COM $1,6330.00%27 —— — —
UA UNDER ARMOUR INC CL C $1,6430.00%260 —— — —
GMAB GENMAB A/S SPONSORED ADS $1,6540.00%56 —— — —
SOXX ISHARES SEMICONDUCTOR ETF $1,6870.00%3 —— — —
SONY SONY GROUP CORP SPONSORED ADR $1,6920.00%80 —— — —
TAK TAKEDA PHARMACEUTICAL CO LTD SPONSORED ADS $1,7250.00%103 —— — —
NU NU HLDGS LTD ORD SHS CL A $1,7510.00%131 —— — —
SOLS SOLSTICE ADVANCED MATLS INC COM SHS $1,7720.00%29 —— — —
ROP ROPER TECHNOLOGIES INC COM $1,7740.00%5 —— — —
TDOC TELADOC HEALTH INC COM $1,8140.00%200 —— — —
FISV FISERV INC COM $1,8210.00%36 —— — —
MSDL MORGAN STANLEY DIRECT LENDING COM SHS $1,8270.00%120 —— — —
JRVR JAMES RIV GROUP LTD COM SHS $1,8360.00%400 —— — —
NEOG NEOGEN CORP COM $1,8520.00%200 —— — —
CHTR CHARTER COMMUNICATIONS INC CL A $1,8690.00%14 —— — —
— PLUS THERAPEUTICS INC COM NEW $1,8940.00%496 —— — —
— TEVA PHARMACEUTICAL INDS LTD SPONSORED ADS $1,8940.00%57 —— — —
INTU INTUIT COM $1,9040.00%7 —— — —
TTD THE TRADE DESK INC COM CL A $1,9070.00%100 —— — —
E ENI SPA SPONSORED ADR $1,9360.00%40 —— — —
TM TOYOTA MOTOR CORP ADS $1,9480.00%11 —— — —
MAA MID-AMER APT CMNTYS INC COM $1,9520.00%14 —— — —
O REALTY INCOME CORP COM $1,9600.00%31 —— — —
CAVA CAVA GROUP INC COM $1,9670.00%29 —— — —
RWT REDWOOD TRUST INC COM $1,9950.00%420 —— — —
VMC VULCAN MATLS CO COM $2,0060.00%7 —— — —
HCKT HACKETT GROUP INC COM $2,0120.00%200 —— — —
MT ARCELORMITTAL SA LUXEMBOURG NY REGISTRY SH $2,0220.00%32 —— — —
GPC GENUINE PARTS CO COM $2,0280.00%16 —— — —
KD KYNDRYL HLDGS INC COMMON STOCK $2,0580.00%172 —— — —
THC TENET HEALTHCARE CORP COM NEW $2,0620.00%10 —— — —
WTFC WINTRUST FINL CORP COM $2,0660.00%13 —— — —
DB DEUTSCHE BK AG NAMEN AKT $2,0800.00%59 —— — —
COTY COTY INC COM CL A $2,0970.00%980 —— — —
KSPI KASPI KZ JSC SPONSORED ADS $2,0990.00%24 —— — —
DLR DIGITAL RLTY TR INC COM $2,1150.00%12 —— — —
DD DUPONT DE NEMOURS INC COMMON STOCK $2,1910.00%16 —— — —
INSM INSMED INC COM PAR $.01 $2,2140.00%19 —— — —
FERG FERGUSON ENTERPRISES INC COMMON STOCK NEW $2,2220.00%10 —— — —
— AUTONOMIX MED INC COM $2,2400.00%347 —— — —
AMH AMERICAN HOMES 4 RENT CL A $2,2970.00%69 —— — —
RIO RIO TINTO PLC SPONSORED ADR $2,3080.00%26 —— — —
NI NISOURCE INC COM $2,3510.00%50 —— — —
UBS UBS GROUP AG SHS $2,3600.00%46 —— — —
CPT CAMDEN PPTY TR SH BEN INT $2,3930.00%21 —— — —
XLRE STATE STREET REAL ESTATE SELECT SECTOR SPDR ETF $2,4280.00%55 —— — —
XLG INVESCO S&P 500 TOP 50 ETF $2,4560.00%40 —— — —
ACN ACCENTURE PLC IRELAND SHS CLASS A $2,4740.00%18 —— — —
OLLI OLLIES BARGAIN OUTLET HLDGS COM $2,4750.00%40 —— — —
SAIA SAIA INC COM $2,4870.00%6 —— — —