Allied Private Wealth LLC
BOCA RATON FL · SEC CIK 0002132253
$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
26Q2
前十大持仓 占组合比例
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 |
|---|---|---|---|---|---|---|---|---|
| EQPT | EQUIPMENTSHARE COM INC COM CL A | $2,487 | 0.00% | 150 | — | — | — | — |
| MP | MP MATERIALS CORP COM CL A | $2,491 | 0.00% | 47 | — | — | — | — |
| NGG | NATIONAL GRID PLC SPONSORED ADR NE | $2,505 | 0.00% | 30 | — | — | — | — |
| NWG | NATWEST GROUP PLC SPONS ADR | $2,538 | 0.00% | 145 | — | — | — | — |
| RYN | RAYONIER INC COM | $2,555 | 0.00% | 121 | — | — | — | — |
| GSK | GSK PLC SPONSORED ADR | $2,573 | 0.00% | 49 | — | — | — | — |
| EXLS | EXLSERVICE HLDGS INC COM | $2,601 | 0.00% | 95 | — | — | — | — |
| LAMR | LAMAR ADVERTISING CO CL A | $2,621 | 0.00% | 16 | — | — | — | — |
| MPWR | MONOLITHIC PWR SYS INC COM | $2,631 | 0.00% | 2 | — | — | — | — |
| ENTG | ENTEGRIS INC COM | $2,635 | 0.00% | 19 | — | — | — | — |
| JPC | NUVEEN PFD & INCOME OPPORTUNIT COM | $2,644 | 0.00% | 335 | — | — | — | — |
| CIEN | CIENA CORP COM NEW | $2,645 | 0.00% | 6 | — | — | — | — |
| PFG | PRINCIPAL FINANCIAL GROUP INC COM | $2,657 | 0.00% | 24 | — | — | — | — |
| NOK | NOKIA CORP SPONSORED ADR | $2,665 | 0.00% | 223 | — | — | — | — |
| AER | AERCAP HOLDINGS NV SHS | $2,680 | 0.00% | 18 | — | — | — | — |
| — | ALLSPRING GLOBAL DIVIDEND OPPO COM | $2,681 | 0.00% | 410 | — | — | — | — |
| BUD | ANHEUSER BUSCH INBEV SA NV SPONSORED ADR | $2,690 | 0.00% | 34 | — | — | — | — |
| SOLV | SOLVENTUM CORP COM SHS | $2,706 | 0.00% | 36 | — | — | — | — |
| — | XAI FLOATING RATE & ALTER INCO COM SHS BENF INT | $2,710 | 0.00% | 152 | — | — | — | — |
| HOOD | ROBINHOOD MKTS INC COM CL A | $2,724 | 0.00% | 24 | — | — | — | — |
| ONDS | ONDAS INC COM NEW | $2,729 | 0.00% | 363 | — | — | — | — |
| HUM | HUMANA INC COM | $2,774 | 0.00% | 7 | — | — | — | — |
| TWLO | TWILIO INC CL A | $2,801 | 0.00% | 13 | — | — | — | — |
| ABCL | ABCELLERA BIOLOGICS INC COM | $2,840 | 0.00% | 400 | — | — | — | — |
| EPI | WISDOMTREE INDIA EARNINGS FUND | $2,864 | 0.00% | 68 | — | — | — | — |
| TNK | TEEKAY TANKERS LTD CL A | $2,867 | 0.00% | 40 | — | — | — | — |
| — | BRT APARTMENTS CORP COM | $2,889 | 0.00% | 193 | — | — | — | — |
| L | LOEWS CORP COM | $2,890 | 0.00% | 25 | — | — | — | — |
| PTON | PELOTON INTERACTIVE INC CL A COM | $2,890 | 0.00% | 500 | — | — | — | — |
| EOG | EOG RES INC COM | $2,903 | 0.00% | 21 | — | — | — | — |
| SKYD | PARAMOUNT SKYDANCE CORP COM CL B | $2,967 | 0.00% | 304 | — | — | — | — |
| HWM | HOWMET AEROSPACE INC COM | $2,988 | 0.00% | 11 | — | — | — | — |
| SAP | SAP SE SPON ADR | $2,990 | 0.00% | 19 | — | — | — | — |
| VRTX | VERTEX PHARMACEUTICALS INC COM | $2,990 | 0.00% | 6 | — | — | — | — |
| KREF | KKR REAL ESTATE FIN TR INC COM | $3,015 | 0.00% | 420 | — | — | — | — |
| ING | ING GROEP N.V. SPONSORED ADR | $3,035 | 0.00% | 95 | — | — | — | — |
| SNY | SANOFI SA SPONSORED ADR | $3,080 | 0.00% | 72 | — | — | — | — |
| PHM | PULTE GROUP INC COM | $3,086 | 0.00% | 25 | — | — | — | — |
| IBB | ISHARES BIOTECHNOLOGY ETF | $3,141 | 0.00% | 16 | — | — | — | — |
| HSY | HERSHEY CO COM | $3,164 | 0.00% | 18 | — | — | — | — |
| — | OCCIDENTAL PETE CORP WT EXP 080327 | $3,165 | 0.00% | 100 | — | — | — | — |
| FSK | FS KKR CAP CORP COM | $3,168 | 0.00% | 300 | — | — | — | — |
| FITB | FIFTH THIRD BANCORP COM | $3,203 | 0.00% | 57 | — | — | — | — |
| URI | UNITED RENTALS INC COM | $3,214 | 0.00% | 3 | — | — | — | — |
| NMR | NOMURA HLDGS INC SPONSORED ADR | $3,288 | 0.00% | 348 | — | — | — | — |
| BRX | BRIXMOR PPTY GROUP INC COM | $3,365 | 0.00% | 109 | — | — | — | — |
| HALO | HALOZYME THERAPEUTICS INC COM | $3,375 | 0.00% | 42 | — | — | — | — |
| Q | QNITY ELECTRONICS INC COMMON STOCK | $3,419 | 0.00% | 24 | — | — | — | — |
| VDC | VANGUARD CONSUMER STAPLES ETF | $3,432 | 0.00% | 15 | — | — | — | — |
| IJR | ISHARES CORE S&P SMALL CAP ETF | $3,448 | 0.00% | 24 | — | — | — | — |
| TFC | TRUIST FINL CORP COM | $3,516 | 0.00% | 70 | — | — | — | — |
| MFG | MIZUHO FINANCIAL GROUP INC SPONSORED ADR | $3,539 | 0.00% | 346 | — | — | — | — |
| ELS | EQUITY LIFESTYLE PROPERTIES COM | $3,573 | 0.00% | 56 | — | — | — | — |
| AXON | AXON ENTERPRISE INC COM | $3,598 | 0.00% | 6 | — | — | — | — |
| EXR | EXTRA SPACE STORAGE INC COM | $3,599 | 0.00% | 25 | — | — | — | — |
| LYG | LLOYDS BANKING GROUP PLC SPONSORED ADR | $3,610 | 0.00% | 612 | — | — | — | — |
| — | TOTAL RETURN SECURITIES FUND COM | $3,673 | 0.00% | 619 | — | — | — | — |
| PRGO | PERRIGO CO PLC SHS | $3,682 | 0.00% | 350 | — | — | — | — |
| ITW | ILLINOIS TOOL WKS INC COM | $3,711 | 0.00% | 14 | — | — | — | — |
| — | INTELLIGENT PROTECTION MANAGEM COM | $3,718 | 0.00% | 2,200 | — | — | — | — |
| HASI | HA SUSTAINABLE INFRA CAP INC COM | $3,740 | 0.00% | 100 | — | — | — | — |
| ZETA | ZETA GLOBAL HOLDINGS CORP CL A | $3,812 | 0.00% | 176 | — | — | — | — |
| BBVA | BANCO BILBAO VIZCAYA ARGENTARI SPONSORED ADR | $3,823 | 0.00% | 151 | — | — | — | — |
| MUFG | MITSUBISHI UFJ FINANCIAL GROUP SPONSORED ADS | $3,857 | 0.00% | 183 | — | — | — | — |
| DASH | DOORDASH INC CL A | $3,881 | 0.00% | 20 | — | — | — | — |
| AA | ALCOA CORP COM | $3,885 | 0.00% | 80 | — | — | — | — |
| MCO | MOODYS CORP COM | $3,889 | 0.00% | 8 | — | — | — | — |
| TROW | PRICE T ROWE GROUP INC COM | $3,892 | 0.00% | 33 | — | — | — | — |
| DSL | DOUBLELINE INCOME SOLUTIONS FD COM | $3,919 | 0.00% | 357 | — | — | — | — |
| LNTH | LANTHEUS HLDGS INC COM | $3,949 | 0.00% | 37 | — | — | — | — |
| BCS | BARCLAYS PLC ADR | $3,991 | 0.00% | 149 | — | — | — | — |
| GEHC | GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK | $4,016 | 0.00% | 62 | — | — | — | — |
| BXMT | BLACKSTONE MORTGAGE TRUST INC COM CL A | $4,087 | 0.00% | 240 | — | — | — | — |
| SMFG | SUMITOMO MITSUI FIN GRP INC SPONSORED ADR | $4,101 | 0.00% | 162 | — | — | — | — |
| CHWY | CHEWY INC CL A | $4,112 | 0.00% | 200 | — | — | — | — |
| CDNS | CADENCE DESIGN SYSTEM INC COM | $4,114 | 0.00% | 11 | — | — | — | — |
| HSBC | HSBC HLDGS PLC SPON ADR NEW | $4,131 | 0.00% | 43 | — | — | — | — |
| — | AMPLIFY ALTERNATIVE HARVEST ETF | $4,147 | 0.00% | 169 | — | — | — | — |
| — | GABELLI MULTIMEDIA TR INC COM | $4,170 | 0.00% | 1,000 | — | — | — | — |
| NUE | NUCOR CORP COM | $4,306 | 0.00% | 19 | — | — | — | — |
| CTAS | CINTAS CORP COM | $4,335 | 0.00% | 24 | — | — | — | — |
| HYG | ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF | $4,387 | 0.00% | 55 | — | — | — | — |
| HPE | HEWLETT PACKARD ENTERPRISE CO COM | $4,422 | 0.00% | 99 | — | — | — | — |
| BNY | BANK OF NY MELLON CORP COM | $4,673 | 0.00% | 31 | — | — | — | — |
| VDE | VANGUARD ENERGY ETF | $4,708 | 0.00% | 30 | — | — | — | — |
| OKLO | OKLO INC COM CL A | $4,728 | 0.00% | 100 | — | — | — | — |
| AWK | AMERICAN WTR WKS CO INC NEW COM | $4,817 | 0.00% | 36 | — | — | — | — |
| RSG | REPUBLIC SVCS INC COM | $4,864 | 0.00% | 22 | — | — | — | — |
| ELAN | ELANCO ANIMAL HEALTH INC COM | $4,938 | 0.00% | 200 | — | — | — | — |
| HCA | HCA HEALTHCARE INC COM | $4,961 | 0.00% | 12 | — | — | — | — |
| FTAI | FTAI AVIATION LTD SHS | $4,970 | 0.00% | 23 | — | — | — | — |
| RRX | REGAL REXNORD CORPORATION COM | $5,002 | 0.00% | 24 | — | — | — | — |
| SAN | BANCO SANTANDER SA ADR | $5,075 | 0.00% | 374 | — | — | — | — |
| FDIS | FIDELITY MSCI CONSUMER DISCRETIONARY INDEX ETF | $5,104 | 0.00% | 50 | — | — | — | — |
| CTSH | COGNIZANT TECHNOLOGY SOLUTIONS CL A | $5,142 | 0.00% | 121 | — | — | — | — |
| GDXJ | VANECK JUNIOR GOLD MINERS ETF | $5,210 | 0.00% | 54 | — | — | — | — |
| TGT | TARGET CORP COM | $5,296 | 0.00% | 40 | — | — | — | — |
| GSBD | GOLDMAN SACHS BDC INC SHS | $5,358 | 0.00% | 600 | — | — | — | — |
| ITUB | ITAU UNIBANCO HLDG S A SPON ADR REP PFD | $5,361 | 0.00% | 657 | — | — | — | — |
| CHCT | COMMUNITY HEALTHCARE TR INC COM | $5,367 | 0.00% | 300 | — | — | — | — |