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 |
|---|---|---|---|---|---|---|---|---|
| AMCR | AMCOR PLC COM NEW | $1.09万 | 0.01% | 260 | — | — | — | — |
| MRSH | MARSH & MCLENNAN COS INC COM | $1.10万 | 0.01% | 61 | — | — | — | — |
| BSY | BENTLEY SYS INC COM CL B | $1.10万 | 0.01% | 349 | — | — | — | — |
| KMB | KIMBERLY-CLARK CORP COM | $1.11万 | 0.01% | 100 | — | — | — | — |
| FNDX | SCHWAB FUNDAMENTAL U.S. LARGE COMPANY ETF | $1.11万 | 0.01% | 357 | — | — | — | — |
| SPG | SIMON PPTY GROUP INC NEW COM | $1.12万 | 0.01% | 51 | — | — | — | — |
| GGG | GRACO INC COM | $1.12万 | 0.01% | 153 | — | — | — | — |
| TIGO | MILLICOM INTL CELLULAR S A COM STK | $1.13万 | 0.01% | 120 | — | — | — | — |
| TYL | TYLER TECHNOLOGIES INC COM | $1.13万 | 0.01% | 36 | — | — | — | — |
| KNSL | KINSALE CAP GROUP INC COM | $1.14万 | 0.01% | 33 | — | — | — | — |
| NET | CLOUDFLARE INC CL A COM | $1.15万 | 0.01% | 42 | — | — | — | — |
| — | ARES COML REAL ESTATE CORP COM | $1.16万 | 0.01% | 2,650 | — | — | — | — |
| CPA | COPA HOLDINGS SA CL A | $1.18万 | 0.01% | 80 | — | — | — | — |
| TE | T1 ENERGY INC COM NEW | $1.18万 | 0.01% | 1,611 | — | — | — | — |
| HUBS | HUBSPOT INC COM | $1.19万 | 0.01% | 60 | — | — | — | — |
| SRE | SEMPRA COM | $1.19万 | 0.01% | 125 | — | — | — | — |
| ZION | ZIONS BANCORPORATION NATL ASSN COM | $1.21万 | 0.01% | 175 | — | — | — | — |
| DAL | DELTA AIR LINES INC COM NEW | $1.21万 | 0.01% | 139 | — | — | — | — |
| QCOM | QUALCOMM INC COM | $1.21万 | 0.01% | 65 | — | — | — | — |
| XYL | XYLEM INC COM | $1.22万 | 0.01% | 102 | — | — | — | — |
| ASML | ASML HLDG NV N Y REGISTRY SHS | $1.24万 | 0.01% | 7 | — | — | — | — |
| URA | GLOBAL X URANIUM ETF | $1.25万 | 0.01% | 300 | — | — | — | — |
| BBN | BLACKROCK TAX MUNICPAL BD TR SHS | $1.25万 | 0.01% | 781 | — | — | — | — |
| PWR | QUANTA SVCS INC COM | $1.27万 | 0.01% | 19 | — | — | — | — |
| HOG | HARLEY DAVIDSON INC COM | $1.27万 | 0.01% | 500 | — | — | — | — |
| FBT | FIRST TRUST NYSE ARCA BIOTECHNOLOGY INDEX FUND | $1.27万 | 0.01% | 50 | — | — | — | — |
| HON | HONEYWELL INTL INC COM | $1.28万 | 0.01% | 58 | — | — | — | — |
| — | INVESCO FOOD & BEVERAGE ETF | $1.29万 | 0.01% | 268 | — | — | — | — |
| — | FIDELITY ETHEREUM FUND ETF | $1.30万 | 0.01% | 750 | — | — | — | — |
| HONA | HONEYWELL AEROSPACE INC COM | $1.30万 | 0.01% | 58 | — | — | — | — |
| SBLK | STAR BULK CARRIERS CORP. SHS PAR | $1.30万 | 0.01% | 491 | — | — | — | — |
| SCHC | SCHWAB INTERNATIONAL SMALL-CAP EQUITY ETF | $1.33万 | 0.01% | 278 | — | — | — | — |
| PDX | PIMCO DYNAMIC INCOME STRATEGY COM SHS BEN INT | $1.33万 | 0.01% | 623 | — | — | — | — |
| DVN | DEVON ENERGY CORP NEW COM | $1.34万 | 0.01% | 309 | — | — | — | — |
| DSGN | DESIGN THERAPEUTICS INC COM | $1.34万 | 0.01% | 880 | — | — | — | — |
| ANET | ARISTA NETWORKS INC COM SHS | $1.36万 | 0.01% | 75 | — | — | — | — |
| VGK | VANGUARD FTSE EUROPE ETF | $1.36万 | 0.01% | 154 | — | — | — | — |
| BIIB | BIOGEN INC COM | $1.36万 | 0.01% | 68 | — | — | — | — |
| OPFI | OPPFI INC COM CL A | $1.36万 | 0.01% | 1,500 | — | — | — | — |
| SHW | SHERWIN WILLIAMS CO COM | $1.37万 | 0.01% | 41 | — | — | — | — |
| DHR | DANAHER CORP DEL COM | $1.37万 | 0.01% | 72 | — | — | — | — |
| MCK | MCKESSON CORP COM | $1.39万 | 0.01% | 17 | — | — | — | — |
| GBCI | GLACIER BANCORP INC NEW COM | $1.40万 | 0.01% | 278 | — | — | — | — |
| CME | CME GROUP INC COM | $1.41万 | 0.01% | 57 | — | — | — | — |
| ADSK | AUTODESK INC COM | $1.42万 | 0.01% | 69 | — | — | — | — |
| GM | GENERAL MTRS CO COM | $1.43万 | 0.01% | 187 | — | — | — | — |
| EPP | ISHARES MSCI PACIFIC EX-JAPAN ETF | $1.43万 | 0.01% | 266 | — | — | — | — |
| SPEM | STATE STREET SPDR PORTFOLIO EMERGING MARKETS ETF | $1.44万 | 0.01% | 280 | — | — | — | — |
| OHI | OMEGA HEALTHCARE INVS INC COM | $1.44万 | 0.01% | 291 | — | — | — | — |
| CCI | CROWN CASTLE INC COM | $1.45万 | 0.01% | 188 | — | — | — | — |
| CVLT | COMMVAULT SYS INC COM | $1.47万 | 0.01% | 100 | — | — | — | — |
| IT | GARTNER INC COM | $1.48万 | 0.01% | 110 | — | — | — | — |
| KVUE | KENVUE INC COM | $1.49万 | 0.01% | 770 | — | — | — | — |
| STZ | CONSTELLATION BRANDS INC CL A | $1.49万 | 0.01% | 113 | — | — | — | — |
| SQM | SOCIEDAD QUIMICA Y MINERA DE SPON ADR SER B | $1.49万 | 0.01% | 200 | — | — | — | — |
| EXC | EXELON CORP COM | $1.50万 | 0.01% | 316 | — | — | — | — |
| CFR | CULLEN FROST BANKERS INC COM | $1.51万 | 0.01% | 98 | — | — | — | — |
| KEY | KEYCORP COM | $1.51万 | 0.01% | 668 | — | — | — | — |
| LNG | CHENIERE ENERGY INC COM NEW | $1.52万 | 0.01% | 58 | — | — | — | — |
| KB | KB FINL GROUP INC SPONSORED ADR | $1.53万 | 0.01% | 131 | — | — | — | — |
| MTZ | MASTEC INC COM | $1.53万 | 0.01% | 40 | — | — | — | — |
| ABG | ASBURY AUTOMOTIVE GROUP INC COM | $1.54万 | 0.01% | 75 | — | — | — | — |
| CB | CHUBB LIMITED COM | $1.54万 | 0.01% | 43 | — | — | — | — |
| ICE | INTERCONTINENTAL EXCHANGE INC COM | $1.54万 | 0.01% | 112 | — | — | — | — |
| EWT | ISHARES MSCI TAIWAN ETF | $1.54万 | 0.01% | 148 | — | — | — | — |
| ADI | ANALOG DEVICES INC COM | $1.54万 | 0.01% | 40 | — | — | — | — |
| IWN | ISHARES RUSSELL 2000 VALUE ETF | $1.57万 | 0.01% | 72 | — | — | — | — |
| MDB | MONGODB INC CL A | $1.58万 | 0.01% | 44 | — | — | — | — |
| CNI | CANADIAN NATL RY CO COM | $1.58万 | 0.01% | 129 | — | — | — | — |
| TTAN | SERVICETITAN INC SHS CL A | $1.58万 | 0.01% | 203 | — | — | — | — |
| MFC | MANULIFE FINL CORP COM | $1.59万 | 0.01% | 386 | — | — | — | — |
| THO | THOR INDS INC COM | $1.59万 | 0.01% | 220 | — | — | — | — |
| CFG | CITIZENS FINL GROUP INC COM | $1.59万 | 0.01% | 232 | — | — | — | — |
| ATI | ATI INC COM | $1.60万 | 0.01% | 86 | — | — | — | — |
| — | SIMPLIFY VOLATILITY PREMIUM ETF | $1.60万 | 0.01% | 1,000 | — | — | — | — |
| ETR | ENTERGY CORP NEW COM | $1.62万 | 0.01% | 142 | — | — | — | — |
| RH | RH COM | $1.63万 | 0.01% | 100 | — | — | — | — |
| DKNG | DRAFTKINGS INC NEW COM CL A | $1.64万 | 0.01% | 602 | — | — | — | — |
| MORN | MORNINGSTAR INC COM | $1.65万 | 0.01% | 100 | — | — | — | — |
| MNST | MONSTER BEVERAGE CORP NEW COM | $1.66万 | 0.01% | 174 | — | — | — | — |
| — | PLATINUM GROUP METALS LTD COM | $1.67万 | 0.01% | 13,009 | — | — | — | — |
| ON | ON SEMICONDUCTOR CORP COM | $1.69万 | 0.01% | 180 | — | — | — | — |
| PH | PARKER-HANNIFIN CORP COM | $1.69万 | 0.01% | 18 | — | — | — | — |
| OMC | OMNICOM GROUP INC COM | $1.70万 | 0.01% | 216 | — | — | — | — |
| EFAV | ISHARES MSCI EAFE MIN VOL FACTOR ETF | $1.70万 | 0.01% | 190 | — | — | — | — |
| SHLD | GLOBAL X DEFENSE TECH ETF | $1.71万 | 0.01% | 273 | — | — | — | — |
| VAW | VANGUARD MATERIALS ETF | $1.72万 | 0.01% | 77 | — | — | — | — |
| LAD | LITHIA MTRS INC COM | $1.73万 | 0.01% | 57 | — | — | — | — |
| SNDK | SANDISK CORP COM | $1.73万 | 0.01% | 10 | — | — | — | — |
| ALAB | ASTERA LABS INC COM | $1.73万 | 0.01% | 44 | — | — | — | — |
| GOVT | ISHARES U.S. TREASURY BOND ETF | $1.74万 | 0.01% | 773 | — | — | — | — |
| THQ | ABRDN HEALTHCARE OPPORTUNITIES SHS | $1.75万 | 0.01% | 924 | — | — | — | — |
| WDC | WESTERN DIGITAL CORP COM | $1.76万 | 0.01% | 32 | — | — | — | — |
| LUMN | LUMEN TECHNOLOGIES INC COM | $1.78万 | 0.01% | 2,691 | — | — | — | — |
| TECH | BIO-TECHNE CORP COM | $1.79万 | 0.01% | 252 | — | — | — | — |
| FND | FLOOR & DECOR HLDGS INC CL A | $1.79万 | 0.01% | 332 | — | — | — | — |
| IGV | ISHARES EXPANDED TECH-SOFTWARE SECTOR ETF | $1.80万 | 0.01% | 195 | — | — | — | — |
| EXPD | EXPEDITORS INTL WASH INC COM | $1.81万 | 0.01% | 110 | — | — | — | — |
| GSHD | GOOSEHEAD INS INC COM CL A | $1.81万 | 0.01% | 318 | — | — | — | — |
| TDG | TRANSDIGM GROUP INC COM | $1.81万 | 0.01% | 14 | — | — | — | — |