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 |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES CORE S&P 500 ETF | $3.28万 | 0.02% | 43 | — | — | — | — |
| PAA | PLAINS ALL AMERN PIPELINE L P UNIT LTD PARTN | $3.30万 | 0.02% | 1,428 | — | — | — | — |
| LH | LABCORP HOLDINGS INC COM SHS | $3.31万 | 0.02% | 119 | — | — | — | — |
| REGN | REGENERON PHARMACEUTICALS COM | $3.31万 | 0.02% | 50 | — | — | — | — |
| OGN | ORGANON & CO COMMON STOCK | $3.32万 | 0.02% | 2,464 | — | — | — | — |
| HPP | HUDSON PACIFIC PROPERTIES INC COM | $3.34万 | 0.02% | 2,176 | — | — | — | — |
| NTR | NUTRIEN LTD COM | $3.34万 | 0.02% | 500 | — | — | — | — |
| UPS | UNITED PARCEL SVCS INC CL B | $3.38万 | 0.02% | 307 | — | — | — | — |
| NZF | NUVEEN MUN CR INCOME FD COM SH BEN INT | $3.38万 | 0.02% | 2,677 | — | — | — | — |
| MA | MASTERCARD INCORPORATED CL A | $3.39万 | 0.02% | 65 | — | — | — | — |
| LULU | LULULEMON ATHLETICA INC COM | $3.41万 | 0.02% | 300 | — | — | — | — |
| CWEN | CLEARWAY ENERGY INC CL C | $3.46万 | 0.02% | 1,039 | — | — | — | — |
| EWY | ISHARES MSCI SOUTH KOREA ETF | $3.47万 | 0.02% | 190 | — | — | — | — |
| SBUX | STARBUCKS CORP COM | $3.50万 | 0.02% | 336 | — | — | — | — |
| AZN | ASTRAZENECA PLC ORD | $3.53万 | 0.02% | 186 | — | — | — | — |
| BRO | BROWN & BROWN INC COM | $3.54万 | 0.02% | 517 | — | — | — | — |
| B | BARRICK MNG CORP COM SHS | $3.55万 | 0.02% | 992 | — | — | — | — |
| CRWV | COREWEAVE INC COM CL A | $3.60万 | 0.02% | 400 | — | — | — | — |
| AEM | AGNICO EAGLE MINES LTD COM | $3.62万 | 0.02% | 250 | — | — | — | — |
| CSX | CSX CORP COM | $3.67万 | 0.02% | 754 | — | — | — | — |
| CSWC | CAPITAL SOUTHWEST CORP COM | $3.70万 | 0.02% | 1,575 | — | — | — | — |
| MDT | MEDTRONIC PLC SHS | $3.72万 | 0.02% | 453 | — | — | — | — |
| PCAR | PACCAR INC COM | $3.72万 | 0.02% | 304 | — | — | — | — |
| FXH | FIRST TRUST HEALTH CARE ALPHADEX FUND | $3.73万 | 0.02% | 300 | — | — | — | — |
| RF | REGIONS FINANCIAL CORP NEW COM | $3.73万 | 0.02% | 1,252 | — | — | — | — |
| BIP | BROOKFIELD INFRASTRUCTURE PART LP INT UNIT | $3.74万 | 0.02% | 1,000 | — | — | — | — |
| NFJ | VIRTUS DIVIDEND INTEREST & PR COM | $3.75万 | 0.02% | 2,500 | — | — | — | — |
| FNDE | SCHWAB FUNDAMENTAL EMERGING MARKETS EQUITY ETF | $3.76万 | 0.02% | 943 | — | — | — | — |
| JPST | JPMORGAN ULTRA-SHORT INCOME ETF | $3.79万 | 0.02% | 751 | — | — | — | — |
| AJG | GALLAGHER ARTHUR J & CO COM | $3.82万 | 0.02% | 149 | — | — | — | — |
| PANW | PALO ALTO NETWORKS INC COM | $3.85万 | 0.02% | 120 | — | — | — | — |
| — | SPROTT JUNIOR URANIUM MINERS ETF | $3.88万 | 0.02% | 1,700 | — | — | — | — |
| WAT | WATERS CORP COM | $3.90万 | 0.03% | 106 | — | — | — | — |
| KMI | KINDER MORGAN INC DEL COM | $3.91万 | 0.03% | 1,203 | — | — | — | — |
| XGDVX | GABELLI DIVID & INCOME TR COM | $3.96万 | 0.03% | 1,338 | — | — | — | — |
| NMZ | NUVEEN MUN HIGH INCOME OPPORTU COM | $3.97万 | 0.03% | 3,795 | — | — | — | — |
| FNDF | SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF | $4.00万 | 0.03% | 759 | — | — | — | — |
| BAM | BROOKFIELD ASSET MANAGMT LTD CL A LMT VTG SHS | $4.02万 | 0.03% | 883 | — | — | — | — |
| VTV | VANGUARD VALUE ETF | $4.05万 | 0.03% | 186 | — | — | — | — |
| CL | COLGATE PALMOLIVE CO COM | $4.06万 | 0.03% | 436 | — | — | — | — |
| TRV | TRAVELERS COMPANIES INC COM | $4.07万 | 0.03% | 120 | — | — | — | — |
| XBOEX | BLACKROCK ENHANCED GLOBAL COM | $4.09万 | 0.03% | 3,368 | — | — | — | — |
| WELL | WELLTOWER INC COM | $4.14万 | 0.03% | 177 | — | — | — | — |
| PFFA | VIRTUS INFRACAP U.S. PREFERRED STOCK ETF | $4.18万 | 0.03% | 2,000 | — | — | — | — |
| LMT | LOCKHEED MARTIN CORP COM | $4.19万 | 0.03% | 79 | — | — | — | — |
| PPL | PPL CORP COM | $4.22万 | 0.03% | 1,173 | — | — | — | — |
| GOF | GUGGENHEIM STRATEGIC OPPORTUN COM SBI | $4.28万 | 0.03% | 3,920 | — | — | — | — |
| ARWR | ARROWHEAD PHARMACEUTICALS INC COM | $4.29万 | 0.03% | 500 | — | — | — | — |
| BA | BOEING CO COM | $4.32万 | 0.03% | 192 | — | — | — | — |
| SHEL | SHELL PLC SPON ADS | $4.34万 | 0.03% | 527 | — | — | — | — |
| PLD | PROLOGIS INC. COM | $4.37万 | 0.03% | 310 | — | — | — | — |
| IWM | ISHARES RUSSELL 2000 ETF | $4.42万 | 0.03% | 150 | — | — | — | — |
| CMG | CHIPOTLE MEXICAN GRILL INC COM | $4.43万 | 0.03% | 1,325 | — | — | — | — |
| BDX | BECTON DICKINSON & CO COM | $4.45万 | 0.03% | 295 | — | — | — | — |
| FSLR | FIRST SOLAR INC COM | $4.49万 | 0.03% | 200 | — | — | — | — |
| TSAT | TELESAT CORP CL A & CL B SHS | $4.51万 | 0.03% | 1,000 | — | — | — | — |
| ABT | ABBOTT LABORATORIES COM | $4.55万 | 0.03% | 477 | — | — | — | — |
| QDPL | PACER METAURUS US LARGE CAP DIVIDEND MULTIPLIER 400 ETF | $4.56万 | 0.03% | 1,005 | — | — | — | — |
| ACWI | ISHARES MSCI ACWI ETF | $4.68万 | 0.03% | 300 | — | — | — | — |
| GS | GOLDMAN SACHS GROUP INC COM | $4.68万 | 0.03% | 45 | — | — | — | — |
| NEM | NEWMONT CORP COM | $4.70万 | 0.03% | 504 | — | — | — | — |
| UTF | COHEN & STEERS INFRASTRUCTURE COM | $4.76万 | 0.03% | 1,731 | — | — | — | — |
| APH | AMPHENOL CORP CL A | $4.83万 | 0.03% | 305 | — | — | — | — |
| DE | DEERE & CO COM | $4.83万 | 0.03% | 80 | — | — | — | — |
| PRF | INVESCO RAFI US 1000 ETF | $4.91万 | 0.03% | 910 | — | — | — | — |
| RILY | BRC GROUP HOLDINGS INC COM | $4.92万 | 0.03% | 6,840 | — | — | — | — |
| TMUS | T-MOBILE US INC COM | $5.00万 | 0.03% | 277 | — | — | — | — |
| PFLT | PENNANTPARK FLOATING RATE CAP COM | $5.10万 | 0.03% | 7,153 | — | — | — | — |
| FWRD | FORWARD AIR CORP COM | $5.11万 | 0.03% | 4,199 | — | — | — | — |
| SMTC | SEMTECH CORP COM | $5.15万 | 0.03% | 400 | — | — | — | — |
| BSV | VANGUARD SHORT-TERM BOND ETF | $5.16万 | 0.03% | 664 | — | — | — | — |
| ONEQ | FIDELITY NASDAQ COMPOSITE INDEX ETF | $5.20万 | 0.03% | 510 | — | — | — | — |
| REMX | VANECK RARE EARTH AND STRATEGIC METALS ETF | $5.30万 | 0.03% | 665 | — | — | — | — |
| INTC | INTEL CORP COM | $5.35万 | 0.03% | 485 | — | — | — | — |
| GMOI | GMO INTERNATIONAL VALUE ETF | $5.41万 | 0.03% | 1,426 | — | — | — | — |
| CMI | CUMMINS INC COM | $5.54万 | 0.04% | 82 | — | — | — | — |
| ABR | ARBOR REALTY TRUST INC COM | $5.59万 | 0.04% | 11,365 | — | — | — | — |
| MPC | MARATHON PETE CORP COM | $5.61万 | 0.04% | 200 | — | — | — | — |
| GILD | GILEAD SCIENCES INC COM | $5.71万 | 0.04% | 420 | — | — | — | — |
| ROST | ROSS STORES INC COM | $5.73万 | 0.04% | 263 | — | — | — | — |
| CRWD | CROWDSTRIKE HLDGS INC CL A | $5.81万 | 0.04% | 304 | — | — | — | — |
| MDLZ | MONDELEZ INTL INC CL A | $5.90万 | 0.04% | 991 | — | — | — | — |
| GLDM | SPDR GOLD MINISHARES TRUST OF BENEFICIAL INTEREST | $5.96万 | 0.04% | 739 | — | — | — | — |
| FPF | FIRST TR INTER DURATN PFD & IN COM | $5.98万 | 0.04% | 3,327 | — | — | — | — |
| FSTA | FIDELITY MSCI CONSUMER STAPLES INDEX ETF | $6.00万 | 0.04% | 1,126 | — | — | — | — |
| ARM | ARM HOLDINGS PLC SPONSORED ADS | $6.00万 | 0.04% | 200 | — | — | — | — |
| XLV | STATE STREET HEALTH CARE SELECT SECTOR SPDR ETF | $6.03万 | 0.04% | 371 | — | — | — | — |
| YUMC | YUM CHINA HLDGS INC COM | $6.09万 | 0.04% | 1,425 | — | — | — | — |
| MMU | WESTERN ASSET MANAGED MUNS FD COM | $6.10万 | 0.04% | 5,912 | — | — | — | — |
| SRAD | SPORTRADAR GROUP AG CLASS A ORD SHS | $6.12万 | 0.04% | 3,789 | — | — | — | — |
| PAVE | GLOBAL X U.S. INFRASTRUCTURE DEVELOPMENT ETF | $6.13万 | 0.04% | 1,093 | — | — | — | — |
| VTI | VANGUARD TOTAL STOCK MARKET ETF | $6.26万 | 0.04% | 170 | — | — | — | — |
| DELL | DELL TECHNOLOGIES INC CL C | $6.28万 | 0.04% | 145 | — | — | — | — |
| COIN | COINBASE GLOBAL INC COM CL A | $6.37万 | 0.04% | 400 | — | — | — | — |
| PPLT | ABRDN PHYSICAL PLATINUM SHARES ETF | $6.38万 | 0.04% | 4,430 | — | — | — | — |
| OKE | ONEOK INC NEW COM | $6.41万 | 0.04% | 702 | — | — | — | — |
| BSX | BOSTON SCIENTIFIC CORP COM | $6.51万 | 0.04% | 1,453 | — | — | — | — |
| RC | READY CAPITAL CORP COM | $6.55万 | 0.04% | 39,948 | — | — | — | — |
| BLK | BLACKROCK INC COM | $6.59万 | 0.04% | 66 | — | — | — | — |
| RSPH | INVESCO S&P 500 EQUAL WEIGHT HEALTH CARE ETF | $6.62万 | 0.04% | 1,952 | — | — | — | — |