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 |
|---|---|---|---|---|---|---|---|---|
| EWJ | ISHARES MSCI JAPAN ETF | $1.83万 | 0.01% | 197 | — | — | — | — |
| GLP | GLOBAL PARTNERS LP COM UNITS | $1.83万 | 0.01% | 369 | — | — | — | — |
| — | ISHARES ETHEREUM TRUST ETF | $1.84万 | 0.01% | 1,400 | — | — | — | — |
| — | WARNER BROS DISCOVERY INC COM SER A | $1.88万 | 0.01% | 719 | — | — | — | — |
| SCHF | SCHWAB INTERNATIONAL EQUITY ETF | $1.89万 | 0.01% | 694 | — | — | — | — |
| — | SKINHEALTH SYSTEMS INC COM CL A | $1.90万 | 0.01% | 18,073 | — | — | — | — |
| FOUR | SHIFT4 PMTS INC CL A | $1.91万 | 0.01% | 400 | — | — | — | — |
| VXF | VANGUARD EXTENDED MARKET ETF | $1.93万 | 0.01% | 80 | — | — | — | — |
| EQIX | EQUINIX INC COM | $1.93万 | 0.01% | 19 | — | — | — | — |
| NBIS | NEBIUS GROUP N.V. SHS CLASS A | $1.95万 | 0.01% | 90 | — | — | — | — |
| LIN | LINDE PLC SHS | $1.96万 | 0.01% | 37 | — | — | — | — |
| NDAQ | NASDAQ INC COM | $1.98万 | 0.01% | 234 | — | — | — | — |
| RSPU | INVESCO S&P 500 EQUAL WEIGHT UTILITIES ETF | $1.99万 | 0.01% | 244 | — | — | — | — |
| KLAC | KLA CORP COM NEW | $1.99万 | 0.01% | 90 | — | — | — | — |
| DOCS | DOXIMITY INC CL A | $2.01万 | 0.01% | 926 | — | — | — | — |
| HIG | HARTFORD INSURANCE GROUP INC COM | $2.02万 | 0.01% | 145 | — | — | — | — |
| TJX | TJX COS INC NEW COM | $2.03万 | 0.01% | 133 | — | — | — | — |
| SCHA | SCHWAB U.S. SMALL-CAP ETF | $2.04万 | 0.01% | 594 | — | — | — | — |
| EVH | EVOLENT HEALTH INC CL A | $2.05万 | 0.01% | 3,660 | — | — | — | — |
| SCHX | SCHWAB U.S. LARGE-CAP ETF | $2.05万 | 0.01% | 699 | — | — | — | — |
| SYK | STRYKER CORPORATION COM | $2.06万 | 0.01% | 63 | — | — | — | — |
| ASX | ASE TECHNOLOGY HLDG CO LTD SPONSORED ADS | $2.10万 | 0.01% | 526 | — | — | — | — |
| — | GRAYSCALE ETHEREUM STAKING ETF | $2.11万 | 0.01% | 1,500 | — | — | — | — |
| DOCN | DIGITALOCEAN HLDGS INC COM | $2.11万 | 0.01% | 150 | — | — | — | — |
| WTAI | WISDOMTREE ARTIFICIAL INTELLIGENCE AND INNOVATION FUND | $2.13万 | 0.01% | 500 | — | — | — | — |
| WFC | WELLS FARGO & CO COM | $2.13万 | 0.01% | 249 | — | — | — | — |
| EWJV | ISHARES MSCI JAPAN VALUE ETF | $2.13万 | 0.01% | 470 | — | — | — | — |
| AOS | SMITH A O CORP COM | $2.16万 | 0.01% | 363 | — | — | — | — |
| ARCC | ARES CAPITAL CORP COM | $2.18万 | 0.01% | 1,186 | — | — | — | — |
| CPRT | COPART INC COM | $2.19万 | 0.01% | 765 | — | — | — | — |
| VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | $2.19万 | 0.01% | 312 | — | — | — | — |
| XRN | CHIRON REAL ESTATE INC COM NEW | $2.20万 | 0.01% | 600 | — | — | — | — |
| AEG | AEGON LTD AMER REG 1 CERT | $2.21万 | 0.01% | 2,532 | — | — | — | — |
| EOS | EATON VANCE ENHANCED EQUITY IN COM | $2.24万 | 0.01% | 1,021 | — | — | — | — |
| VTRS | VIATRIS INC COM | $2.24万 | 0.01% | 1,346 | — | — | — | — |
| VRSK | VERISK ANALYTICS INC COM | $2.26万 | 0.01% | 119 | — | — | — | — |
| KTF | DWS MUN INCOME TR NEW COM | $2.26万 | 0.01% | 2,444 | — | — | — | — |
| RITM | RITHM CAPITAL CORP COM NEW | $2.27万 | 0.01% | 2,524 | — | — | — | — |
| ADBE | ADOBE INC COM | $2.28万 | 0.01% | 103 | — | — | — | — |
| HYLS | FIRST TRUST TACTICAL HIGH YIELD ETF | $2.28万 | 0.01% | 559 | — | — | — | — |
| MMM | 3M CO COM | $2.30万 | 0.01% | 148 | — | — | — | — |
| SMH | VANECK SEMICONDUCTOR ETF | $2.32万 | 0.01% | 39 | — | — | — | — |
| DUK | DUKE ENERGY CORP NEW COM NEW | $2.33万 | 0.01% | 184 | — | — | — | — |
| EEMV | ISHARES MSCI EMERGING MARKETS MIN VOL FACTOR ETF | $2.34万 | 0.01% | 319 | — | — | — | — |
| AVLV | AVANTIS U.S. LARGE CAP VALUE ETF | $2.37万 | 0.02% | 262 | — | — | — | — |
| UL | UNILEVER PLC SPON ADR NEW | $2.39万 | 0.02% | 387 | — | — | — | — |
| SLB | SLB LIMITED COM STK | $2.40万 | 0.02% | 506 | — | — | — | — |
| ARKK | ARK INNOVATION ETF | $2.40万 | 0.02% | 300 | — | — | — | — |
| SFM | SPROUTS FMRS MKT INC COM | $2.41万 | 0.02% | 300 | — | — | — | — |
| ARLP | ALLIANCE RESOURCE PARTNERS L P UT LTD PART | $2.44万 | 0.02% | 1,000 | — | — | — | — |
| PYPL | PAYPAL HLDGS INC COM | $2.45万 | 0.02% | 550 | — | — | — | — |
| S | SENTINELONE INC CL A | $2.46万 | 0.02% | 1,380 | — | — | — | — |
| TFLR | T. ROWE PRICE FLOATING RATE ETF | $2.48万 | 0.02% | 490 | — | — | — | — |
| MQY | BLACKROCK MUNIYILD QULT FD INC COM | $2.48万 | 0.02% | 2,149 | — | — | — | — |
| — | BLACKSTONE MORTGAGE TRUST INC 5.5 03/15/2027 | $2.49万 | 0.02% | 25,000 | — | — | — | — |
| MC | MOELIS & CO CL A | $2.52万 | 0.02% | 390 | — | — | — | — |
| FFA | FIRST TR ENHANCED EQUITY COM | $2.55万 | 0.02% | 1,132 | — | — | — | — |
| CMCSA | COMCAST CORP NEW CL A | $2.57万 | 0.02% | 1,107 | — | — | — | — |
| FNDC | SCHWAB FUNDAMENTAL INTERNATIONAL SMALL EQUITY ETF | $2.58万 | 0.02% | 533 | — | — | — | — |
| MKSI | MKS INC. COM | $2.59万 | 0.02% | 74 | — | — | — | — |
| TMO | THERMO FISHER SCIENTIFIC INC COM | $2.61万 | 0.02% | 51 | — | — | — | — |
| DIA | STATE STREET SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST | $2.61万 | 0.02% | 50 | — | — | — | — |
| CEG | CONSTELLATION ENERGY CORP COM | $2.64万 | 0.02% | 107 | — | — | — | — |
| AVUV | AVANTIS U.S. SMALL CAP VALUE ETF | $2.66万 | 0.02% | 217 | — | — | — | — |
| MSA | MSA SAFETY INC COM | $2.66万 | 0.02% | 159 | — | — | — | — |
| IWS | ISHARES RUSSELL MID-CAP VALUE ETF | $2.68万 | 0.02% | 163 | — | — | — | — |
| VTWO | VANGUARD RUSSELL 2000 ETF | $2.69万 | 0.02% | 227 | — | — | — | — |
| BEPC | BROOKFIELD RENEWABLE CORP CL A EX SUB VTG | $2.69万 | 0.02% | 750 | — | — | — | — |
| EMR | EMERSON ELEC CO COM | $2.70万 | 0.02% | 197 | — | — | — | — |
| — | ABRDN WORLD HEALTHCARE FUND BEN INT SHS | $2.73万 | 0.02% | 2,024 | — | — | — | — |
| NXPI | NXP SEMICONDUCTORS N V COM | $2.75万 | 0.02% | 97 | — | — | — | — |
| CDW | CDW CORP COM | $2.75万 | 0.02% | 200 | — | — | — | — |
| BCX | BLACKROCK RES & COMMODITIES ST SHS | $2.78万 | 0.02% | 2,412 | — | — | — | — |
| PRFZ | INVESCO RAFI US 1500 SMALL-MID ETF | $2.79万 | 0.02% | 515 | — | — | — | — |
| WMB | WILLIAMS COS INC COM | $2.79万 | 0.02% | 370 | — | — | — | — |
| TDY | TELEDYNE TECHNOLOGIES INC COM | $2.81万 | 0.02% | 44 | — | — | — | — |
| IBIT | ISHARES BITCOIN TRUST ETF | $2.82万 | 0.02% | 800 | — | — | — | — |
| EIS | ISHARES MSCI ISRAEL ETF | $2.86万 | 0.02% | 239 | — | — | — | — |
| WRB | BERKLEY W R CORP COM | $2.86万 | 0.02% | 401 | — | — | — | — |
| ALL | ALLSTATE CORP COM | $2.88万 | 0.02% | 114 | — | — | — | — |
| AMT | AMERICAN TOWER CORP COM | $2.89万 | 0.02% | 174 | — | — | — | — |
| ROBT | FIRST TRUST NASDAQ ARTIFICIAL INTELLIGENCE & ROBOTICS ETF | $2.93万 | 0.02% | 530 | — | — | — | — |
| PDI | PIMCO DYNAMIC INCOME FD SHS | $2.96万 | 0.02% | 1,773 | — | — | — | — |
| FCOM | FIDELITY MSCI COMMUNICATION SERVICES INDEX ETF | $2.97万 | 0.02% | 419 | — | — | — | — |
| FPE | FIRST TRUST PREFERRED SECURITIES & INCOME ETF | $2.99万 | 0.02% | 1,670 | — | — | — | — |
| TXO | TXO PARTNERS LP COM UNIT | $3.02万 | 0.02% | 2,300 | — | — | — | — |
| CAH | CARDINAL HEALTH INC COM | $3.04万 | 0.02% | 128 | — | — | — | — |
| MRNA | MODERNA INC COM | $3.04万 | 0.02% | 412 | — | — | — | — |
| STK | COLUMBIA SELIGM PREM TECH GRW COM | $3.04万 | 0.02% | 598 | — | — | — | — |
| RSPN | INVESCO S&P 500 EQUAL WEIGHT INDUSTRIALS ETF | $3.05万 | 0.02% | 486 | — | — | — | — |
| FVD | FIRST TRUST VALUE LINE DIVIDEND INDEX FUND | $3.07万 | 0.02% | 628 | — | — | — | — |
| SRTA | STRATA CRITICAL MEDICAL INC CL A COM | $3.07万 | 0.02% | 5,952 | — | — | — | — |
| MEDP | MEDPACE HLDGS INC COM | $3.09万 | 0.02% | 58 | — | — | — | — |
| BXSL | BLACKSTONE SECD LENDING FD COMMON STOCK | $3.15万 | 0.02% | 1,365 | — | — | — | — |
| COP | CONOCOPHILLIPS COM | $3.18万 | 0.02% | 287 | — | — | — | — |
| IWP | ISHARES RUSSELL MID-CAP GROWTH ETF | $3.21万 | 0.02% | 226 | — | — | — | — |
| FWONK | LIBERTY MEDIA CORP DEL COM LBTY ONE S C | $3.24万 | 0.02% | 336 | — | — | — | — |
| — | INVESCO S&P 500 EQUAL WEIGHT MATERIALS ETF | $3.26万 | 0.02% | 858 | — | — | — | — |
| SPCX | SPACE EXPLORATION TECHN CORP CLASS A COM STK | $3.26万 | 0.02% | 220 | — | — | — | — |
| CSL | CARLISLE COS INC COM | $3.28万 | 0.02% | 99 | — | — | — | — |