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
XAODX ABRDN TOTAL DYNAMIC DIVIDEND COM SH BEN INT $5,3930.00%524 —— — —
VICI VICI PPTYS INC COM $5,4640.00%209 —— — —
CPRI CAPRI HOLDINGS LIMITED SHS $5,4770.00%306 —— — —
AM ANTERO MIDSTREAM CORP COM $5,5240.00%243 —— — —
UPST UPSTART HLDGS INC COM $5,5660.00%175 —— — —
PAYO PAYONEER GLOBAL INC COM $5,6680.00%800 —— — —
PSP INVESCO GLOBAL LISTED PRIVATE EQUITY ETF $5,6750.00%100 —— — —
KOF COCA-COLA FEMSA SAB DE CV SPONS ADS REP $5,7490.00%55 —— — —
AIZ ASSURANT INC COM $5,8450.00%21 —— — —
HAL HALLIBURTON CO COM $5,8860.00%168 —— — —
UNP UNION PAC CORP COM $5,8990.00%21 —— — —
AEE AMEREN CORP COM $5,9000.00%52 —— — —
AON AON PLC SHS CL A $6,0770.00%17 —— — —
IQV IQVIA HLDGS INC COM $6,1130.00%30 —— — —
ABEO ABEONA THERAPEUTICS INC COM NEW $6,1200.00%900 —— — —
SDSI AMERICAN CENTURY SHORT DURATION STRATEGIC INCOME ETF $6,1330.00%120 —— — —
D DOMINION ENERGY INC COM $6,2170.00%89 —— — —
ACHR ARCHER AVIATION INC COM CL A $6,2920.00%1,300 —— — —
KRG KITE REALTY GROUP TRUST COM NEW $6,3330.00%221 —— — —
FHN FIRST HORIZON CORPORATION COM $6,3370.00%251 —— — —
VRT VERTIV HOLDINGS CO COM CL A $6,3580.00%20 —— — —
IBN ICICI BANK LIMITED ADR $6,4040.00%222 —— — —
APLE APPLE HOSPITALITY REIT INC COM NEW $6,4180.00%399 —— — —
DTCR GLOBAL X DATA CENTER AND DIGITAL INFRASTRUCTURE ETF $6,4320.00%225 —— — —
AVSF AVANTIS SHORT-TERM FIXED INCOME ETF $6,5830.00%142 —— — —
SOFI SOFI TECHNOLOGIES INC COM $6,7370.00%380 —— — —
LOW LOWES COS INC COM $6,8110.00%32 —— — —
TRNO TERRENO RLTY CORP COM $6,8190.00%101 —— — —
SPGI S&P GLOBAL INC COM $6,9060.00%16 —— — —
CIM CHIMERA INVT CORP COM SHS $6,9680.00%536 —— — —
LADR LADDER CAP CORP CL A $6,9930.00%720 —— — —
SMR NUSCALE PWR CORP CL A COM $7,0080.00%800 —— — —
APO APOLLO GLOBAL MGMT INC COM $7,0880.00%60 —— — —
P EVERPURE INC CL A $7,1510.00%92 —— — —
MDXG MIMEDX GROUP INC COM $7,2420.00%1,700 —— — —
CNP CENTERPOINT ENERGY INC COM $7,3120.00%166 —— — —
AMP AMERIPRISE FINL INC COM $7,3580.00%15 —— — —
XRNPX COHEN & STEERS REIT & PFD & COM $7,3650.00%359 —— — —
BRW SABA CAPITAL INCOME & OPRNT FD SHS NEW $7,4630.00%1,107 —— — —
TCHP T. ROWE PRICE BLUE CHIP GROWTH ETF $7,5650.00%153 —— — —
WTW WILLIS TOWERS WATSON PLC LTD SHS $7,6070.00%26 —— — —
ORLY OREILLY AUTOMOTIVE INC COM $7,6480.00%90 —— — —
ECL ECOLAB INC COM $7,6820.00%28 —— — —
— BEAM GLOBAL COM $7,7910.00%6,439 —— — —
ONEW ONEWATER MARINE INC CL A COM $7,8250.01%730 —— — —
AMC AMC ENTMT HLDGS INC CL A NEW $7,8310.01%4,100 —— — —
TSCO TRACTOR SUPPLY CO COM $7,8380.01%265 —— — —
AORT ARTIVION INC COM $7,8750.01%334 —— — —
FSLY FASTLY INC CL A $7,8960.01%400 —— — —
USB US BANCORP COM NEW $7,8990.01%129 —— — —
IWR ISHARES RUSSELL MIDCAP ETF $7,9100.01%72 —— — —
— DIGITALBRIDGE GROUP INC CL A NEW $7,9300.01%503 —— — —
IEI ISHARES 3-7 YEAR TREASURY BOND ETF $7,9340.01%68 —— — —
MET METLIFE INC COM $7,9840.01%88 —— — —
AMAT APPLIED MATLS INC COM $7,9950.01%14 —— — —
KNX KNIGHT-SWIFT TRANSN HLDGS INC CL A $8,0970.01%108 —— — —
CVS CVS HEALTH CORP COM $8,2530.01%79 —— — —
ZTS ZOETIS INC CL A $8,4260.01%112 —— — —
TXN TEXAS INSTRS INC COM $8,4360.01%28 —— — —
EME EMCOR GROUP INC COM $8,4620.01%11 —— — —
STX SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS $8,6000.01%10 —— — —
EGP EASTGROUP PPTYS INC COM $8,6120.01%41 —— — —
KT KT CORP SPONSORED ADR $8,6140.01%471 —— — —
CI THE CIGNA GROUP COM $8,7010.01%30 —— — —
RPD RAPID7 INC COM $8,7240.01%760 —— — —
NSP INSPERITY INC COM $8,7800.01%200 —— — —
TER TERADYNE INC COM $8,7890.01%25 —— — —
SNX TD SYNNEX CORPORATION COM $8,8350.01%36 —— — —
ELMT ELMET GROUP CO (THE) COMMON STOCK $8,9950.01%564 —— — —
PJT PJT PARTNERS INC COM CL A $9,0880.01%58 —— — —
SABR SABRE CORP COM $9,1450.01%4,690 —— — —
XPO XPO INC COM $9,2060.01%45 —— — —
SCHE SCHWAB EMERGING MARKETS EQUITY ETF $9,2180.01%256 —— — —
ITT ITT INC COM $9,3870.01%50 —— — —
ARES ARES MANAGEMENT CORPORATION CL A COM STK $9,4400.01%80 —— — —
IWO ISHARES RUSSELL 2000 GROWTH ETF $9,5660.01%25 —— — —
NOW SERVICENOW INC COM $9,5920.01%89 —— — —
UTWO US TREASURY 2 YEAR NOTE ETF $9,6140.01%200 —— — —
FDMT 4D MOLECULAR THERAPEUTICS INC COM $9,6340.01%740 —— — —
BMNR BITMINE IMMERSION TECHS INC COM NEW $9,6590.01%650 —— — —
WES WESTERN MIDSTREAM PARTNERS LP COM UNIT LP INT $9,6610.01%213 —— — —
TOST TOAST INC CL A $9,7130.01%340 —— — —
ALKT ALKAMI TECHNOLOGY INC COM $9,7290.01%550 —— — —
SYY SYSCO CORP COM $9,7300.01%117 —— — —
PBR PETROLEO BRASILEIRO S A SPONSORED ADR $9,7750.01%567 —— — —
STE STERIS PLC SHS USD $9,8460.01%47 —— — —
ISRG INTUITIVE SURGICAL INC COM NEW $9,9620.01%24 —— — —
UCTT ULTRA CLEAN HLDGS INC COM $1.01万0.01%100 —— — —
NLY ANNALY CAPITAL MANAGEMENT INC COM NEW $1.01万0.01%450 —— — —
SHY ISHARES 1-3 YEAR TREASURY BOND ETF $1.02万0.01%125 —— — —
SCHG SCHWAB U.S. LARGE-CAP GROWTH ETF $1.03万0.01%300 —— — —
AXIAY AXIA ENERGIA SA SPONSORED ADR $1.03万0.01%997 —— — —
ALC ALCON AG ORD SHS $1.04万0.01%156 —— — —
MAR MARRIOTT INTL INC NEW CL A $1.04万0.01%28 —— — —
PSA PUBLIC STORAGE COM $1.04万0.01%32 —— — —
DEO DIAGEO PLC SPON ADR NEW $1.04万0.01%128 —— — —
FIZZ NATIONAL BEVERAGE CORP COM $1.04万0.01%320 —— — —
FIDU FIDELITY MSCI INDUSTRIAL INDEX ETF $1.05万0.01%109 —— — —
CODI COMPASS DIVERSIFIED SH BEN INT $1.06万0.01%1,052 —— — —
GME GAMESTOP CORP CL A $1.08万0.01%500 —— — —