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 |
|---|---|---|---|---|---|---|---|---|
| SNOW | SNOWFLAKE INC COM SHS | $6.66万 | 0.04% | 255 | — | — | — | — |
| ACGL | ARCH CAP GROUP LTD ORD | $6.89万 | 0.04% | 675 | — | — | — | — |
| PEG | PUBLIC SVC ENTERPRISE GROUP COM | $7.11万 | 0.05% | 874 | — | — | — | — |
| GH | GUARDANT HEALTH INC COM | $7.18万 | 0.05% | 460 | — | — | — | — |
| XNEAX | NUVEEN AMT FREE QLTY MUN INCME COM | $7.21万 | 0.05% | 6,185 | — | — | — | — |
| BLOK | AMPLIFY BLOCKCHAIN TECHNOLOGY ETF | $7.36万 | 0.05% | 1,182 | — | — | — | — |
| NAD | NUVEEN QUALITY MUNCP INCOME FD COM | $7.45万 | 0.05% | 6,224 | — | — | — | — |
| PGR | PROGRESSIVE CORP COM | $7.48万 | 0.05% | 321 | — | — | — | — |
| IR | INGERSOLL RAND INC COM | $7.62万 | 0.05% | 993 | — | — | — | — |
| VONG | VANGUARD RUSSELL 1000 GROWTH ETF | $7.67万 | 0.05% | 612 | — | — | — | — |
| USFR | WISDOMTREE FLOATING RATE TREASURY FUND | $7.72万 | 0.05% | 1,532 | — | — | — | — |
| STT | STATE STR CORP COM | $7.84万 | 0.05% | 441 | — | — | — | — |
| IEMG | ISHARES CORE MSCI EMERGING MARKETS ETF | $7.97万 | 0.05% | 992 | — | — | — | — |
| PNC | PNC FINL SVCS GROUP INC COM | $7.99万 | 0.05% | 324 | — | — | — | — |
| — | DIREXION DAILY MSCI EMERGING MARKETS BULL 3X ETF | $7.99万 | 0.05% | 1,000 | — | — | — | — |
| STWD | STARWOOD PPTY TR INC COM | $8.05万 | 0.05% | 4,891 | — | — | — | — |
| ETN | EATON CORP PLC SHS | $8.11万 | 0.05% | 203 | — | — | — | — |
| ROBO | ROBO GLOBAL ROBOTICS & AUTOMATION INDEX ETF | $8.15万 | 0.05% | 1,005 | — | — | — | — |
| IUSG | ISHARES CORE S&P U.S. GROWTH ETF | $8.23万 | 0.05% | 442 | — | — | — | — |
| VONV | VANGUARD RUSSELL 1000 VALUE ETF | $8.34万 | 0.05% | 776 | — | — | — | — |
| VO | VANGUARD MID-CAP ETF | $8.69万 | 0.06% | 1,084 | — | — | — | — |
| GE | GE AEROSPACE COM NEW | $8.69万 | 0.06% | 244 | — | — | — | — |
| HDV | ISHARES CORE HIGH DIVIDEND ETF | $8.77万 | 0.06% | 3,150 | — | — | — | — |
| FCX | FREEPORT MCMORAN INC CL B | $8.84万 | 0.06% | 1,538 | — | — | — | — |
| ARTY | ISHARES FUTURE AI & TECH ETF | $9.11万 | 0.06% | 1,282 | — | — | — | — |
| SDY | STATE STREET SPDR S&P DIVIDEND ETF | $9.21万 | 0.06% | 600 | — | — | — | — |
| ENB | ENBRIDGE INC COM | $9.31万 | 0.06% | 1,691 | — | — | — | — |
| ARKX | ARK SPACE & DEFENSE INNOVATION ETF | $9.43万 | 0.06% | 2,921 | — | — | — | — |
| GD | GENERAL DYNAMICS CORP COM | $9.76万 | 0.06% | 260 | — | — | — | — |
| FTCS | FIRST TRUST CAPITAL STRENGTH ETF | $10.12万 | 0.06% | 1,050 | — | — | — | — |
| DXJ | WISDOMTREE JAPAN HEDGED EQUITY FUND | $10.15万 | 0.07% | 583 | — | — | — | — |
| OWL | BLUE OWL CAPITAL INC COM CL A | $10.18万 | 0.07% | 11,020 | — | — | — | — |
| ZS | ZSCALER INC COM | $10.28万 | 0.07% | 716 | — | — | — | — |
| KKR | KKR & CO INC COM | $10.36万 | 0.07% | 1,109 | — | — | — | — |
| OIH | VANECK OIL SERVICES ETF | $10.50万 | 0.07% | 278 | — | — | — | — |
| FDN | FIRST TRUST DOW JONES INTERNET INDEX FUND | $10.54万 | 0.07% | 389 | — | — | — | — |
| RQI | COHEN & STEERS QUALITY INCOME COM | $10.72万 | 0.07% | 8,789 | — | — | — | — |
| CRM | SALESFORCE INC COM | $10.75万 | 0.07% | 645 | — | — | — | — |
| EIPI | FT ENERGY INCOME PARTNERS ENHANCED INCOME ETF | $10.80万 | 0.07% | 4,858 | — | — | — | — |
| WPM | WHEATON PRECIOUS METALS CORP COM | $10.91万 | 0.07% | 1,013 | — | — | — | — |
| LRCX | LAM RESEARCH CORP COM NEW | $10.94万 | 0.07% | 328 | — | — | — | — |
| VLO | VALERO ENERGY CORP COM | $11.03万 | 0.07% | 390 | — | — | — | — |
| AEP | AMERICAN ELEC PWR CO INC COM | $11.08万 | 0.07% | 814 | — | — | — | — |
| FEX | FIRST TRUST LARGE CAP CORE ALPHADEX FUND | $11.29万 | 0.07% | 833 | — | — | — | — |
| RCL | ROYAL CARIBBEAN GROUP COM | $11.33万 | 0.07% | 403 | — | — | — | — |
| SBCF | SEACOAST BKG CORP FLA COM NEW | $11.78万 | 0.08% | 3,700 | — | — | — | — |
| OUSA | ALPS O'SHARES U.S. QUALITY DIVIDEND ETF | $12.00万 | 0.08% | 2,017 | — | — | — | — |
| CGMS | CAPITAL GROUP U.S. MULTI-SECTOR INCOME ETF | $12.42万 | 0.08% | 4,553 | — | — | — | — |
| AXP | AMERICAN EXPRESS CO COM | $12.45万 | 0.08% | 370 | — | — | — | — |
| OSCR | OSCAR HEALTH INC CL A | $12.46万 | 0.08% | 4,045 | — | — | — | — |
| XEXGX | EATON VANCE TAX-MANAGED GLOBAL COM | $12.50万 | 0.08% | 12,819 | — | — | — | — |
| FHLC | FIDELITY MSCI HEALTH CARE INDEX ETF | $12.62万 | 0.08% | 1,593 | — | — | — | — |
| OPK | OPKO HEALTH INC COM | $12.85万 | 0.08% | 91,137 | — | — | — | — |
| BN | BROOKFIELD CORP CL A LTD VT SH | $12.88万 | 0.08% | 3,000 | — | — | — | — |
| DIS | DISNEY WALT CO COM | $12.91万 | 0.08% | 1,334 | — | — | — | — |
| SIVR | ABRDN PHYSICAL SILVER SHARES ETF | $13.04万 | 0.08% | 2,348 | — | — | — | — |
| BABA | ALIBABA GROUP HLDG LTD SPONSORED ADS | $13.09万 | 0.08% | 1,201 | — | — | — | — |
| MLPX | GLOBAL X MLP & ENERGY INFRASTRUCTURE ETF | $13.10万 | 0.08% | 1,732 | — | — | — | — |
| PAAA | PGIM AAA CLO ETF | $13.53万 | 0.09% | 2,635 | — | — | — | — |
| VXUS | VANGUARD TOTAL INTERNATIONAL STOCK ETF | $13.58万 | 0.09% | 1,607 | — | — | — | — |
| FENY | FIDELITY MSCI ENERGY INDEX ETF | $13.65万 | 0.09% | 4,419 | — | — | — | — |
| BMY | BRISTOL-MYERS SQUIBB CO COM | $13.80万 | 0.09% | 2,399 | — | — | — | — |
| PFE | PFIZER INC COM | $13.90万 | 0.09% | 5,778 | — | — | — | — |
| HACK | AMPLIFY CYBERSECURITY ETF | $13.95万 | 0.09% | 1,281 | — | — | — | — |
| NVS | NOVARTIS AG SPONSORED ADR | $14.69万 | 0.09% | 947 | — | — | — | — |
| AMGN | AMGEN INC COM | $14.82万 | 0.10% | 402 | — | — | — | — |
| SCCO | SOUTHERN COPPER CORP COM | $14.88万 | 0.10% | 890 | — | — | — | — |
| AMLP | ALERIAN MLP ETF | $15.26万 | 0.10% | 2,863 | — | — | — | — |
| TLT | ISHARES 20 YEAR TREASURY BOND ETF | $15.27万 | 0.10% | 1,809 | — | — | — | — |
| CSCO | CISCO SYS INC COM | $15.34万 | 0.10% | 1,348 | — | — | — | — |
| NOC | NORTHROP GRUMMAN CORP COM | $15.65万 | 0.10% | 287 | — | — | — | — |
| MRK | MERCK & CO INC COM | $15.88万 | 0.10% | 1,260 | — | — | — | — |
| SPLV | INVESCO S&P 500 LOW VOLATILITY ETF | $15.90万 | 0.10% | 2,095 | — | — | — | — |
| XLK | STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF | $16.14万 | 0.10% | 889 | — | — | — | — |
| MCD | MCDONALDS CORP COM | $16.17万 | 0.10% | 581 | — | — | — | — |
| AVGE | AVANTIS ALL EQUITY MARKETS ETF | $16.43万 | 0.11% | 1,674 | — | — | — | — |
| ED | CONSOLIDATED EDISON INC COM | $16.63万 | 0.11% | 1,483 | — | — | — | — |
| PRU | PRUDENTIAL FINL INC COM | $16.84万 | 0.11% | 1,494 | — | — | — | — |
| BND | VANGUARD TOTAL BOND MARKET ETF | $17.03万 | 0.11% | 2,342 | — | — | — | — |
| GEV | GE VERNOVA INC COM | $17.25万 | 0.11% | 161 | — | — | — | — |
| XLF | STATE STREET FINANCIAL SELECT SECTOR SPDR ETF | $17.31万 | 0.11% | 3,149 | — | — | — | — |
| JAAA | JANUS HENDERSON AAA CLO ETF | $17.50万 | 0.11% | 3,462 | — | — | — | — |
| XLI | STATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF | $17.96万 | 0.12% | 995 | — | — | — | — |
| MGMT | BALLAST SMALL/MID CAP ETF | $18.39万 | 0.12% | 3,715 | — | — | — | — |
| IGLD | FT VEST GOLD STRATEGY TARGET INCOME ETF | $18.41万 | 0.12% | 8,806 | — | — | — | — |
| FEGE | FIRST EAGLE GLOBAL EQUITY ETF | $18.59万 | 0.12% | 3,771 | — | — | — | — |
| — | WISDOMTREE EFFICIENT GOLD PLUS GOLD MINERS STRATEGY FUND | $18.67万 | 0.12% | 2,604 | — | — | — | — |
| IEFA | ISHARES CORE MSCI EAFE ETF | $18.71万 | 0.12% | 1,943 | — | — | — | — |
| GDX | VANECK GOLD MINERS ETF | $18.73万 | 0.12% | 2,547 | — | — | — | — |
| IWF | ISHARES RUSSELL 1000 GROWTH ETF | $18.77万 | 0.12% | 1,541 | — | — | — | — |
| IWD | ISHARES RUSSELL 1000 VALUE ETF | $18.77万 | 0.12% | 765 | — | — | — | — |
| YLD | PRINCIPAL ACTIVE HIGH YIELD ETF | $19.22万 | 0.12% | 10,159 | — | — | — | — |
| RDDT | REDDIT INC CL A | $19.55万 | 0.13% | 1,001 | — | — | — | — |
| VOOG | VANGUARD S&P 500 GROWTH ETF | $19.81万 | 0.13% | 2,419 | — | — | — | — |
| QQQ | INVESCO QQQ TRUST SERIES I | $20.00万 | 0.13% | 281 | — | — | — | — |
| IHI | ISHARES U.S. MEDICAL DEVICES ETF | $20.87万 | 0.13% | 4,072 | — | — | — | — |
| VUG | VANGUARD GROWTH ETF | $21.11万 | 0.14% | 2,454 | — | — | — | — |
| ORCL | ORACLE CORP COM | $21.53万 | 0.14% | 1,532 | — | — | — | — |
| BNL | BROADSTONE NET LEASE INC COM | $21.85万 | 0.14% | 10,000 | — | — | — | — |
| BAC | BANK OF AMER CORP COM | $22.02万 | 0.14% | 3,776 | — | — | — | — |