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
— OPENDOOR TECHNOLOGIES INC WT EXP 112026 K $00.00%2 —— — —
— OPENDOOR TECHNOLOGIES INC WT EXP 112026 Z $00.00%2 —— — —
— OPENDOOR TECHNOLOGIES INC WT EXP 112026 A $00.00%2 —— — —
— CREATIVE MEDIA & CMNTY TR COM $30.00%1 —— — —
AVUS AVANTIS U.S. EQUITY ETF $70.00%0 —— — —
— SCILEX HOLDING CO COM NEW $90.00%1 —— — —
GIS GENERAL MILLS INC COM $100.00%0 —— — —
WPP WPP PLC NEW ADR $100.00%0 —— — —
— CANOPY GROWTH CORPORATION COM NEW $140.00%15 —— — —
— AURORA CANNABIS INC COM $160.00%6 —— — —
— ALIGHT INC COM SHS CL A $250.00%45 —— — —
— ORION PROPERTIES INC COM $310.00%11 —— — —
— LIBERTY BROADBAND CORP COM SER C $310.00%1 —— — —
— COCRYSTAL PHARMA INC COM NEW $310.00%32 —— — —
— INOVIO PHARMACEUTICALS INC COM SHS $390.00%33 —— — —
UDR UDR INC COM $420.00%1 —— — —
OSG OCTAVE SPECIALTY GROUP INC COM NEW $480.00%8 —— — —
PBA PEMBINA PIPELINE CORP COM $520.00%1 —— — —
BRBR BELLRING BRANDS INC COMMON STOCK $520.00%4 —— — —
VOD VODAFONE GROUP PLC SPONSORED ADR $540.00%4 —— — —
LCID LUCID GROUP INC COM NEW $580.00%10 —— — —
CRSP CRISPR THERAPEUTICS AG NAMEN AKT $590.00%1 —— — —
— OATLY GROUP AB SPONSORED ADS $660.00%7 —— — —
CCL CARNIVAL CORP LTD COMMON SHARES $770.00%3 —— — —
NAT NORDIC AMERICAN TANKERS LIMITE COM $800.00%13 —— — —
AES AES CORP COM $950.00%6 —— — —
— KNIGHTSCOPE INC CL A NEW $1000.00%55 —— — —
— EATON VANCE SR FLTNG RTE TR COM $1060.00%10 —— — —
FVRR FIVERR INTL LTD ORD SHS $1080.00%10 —— — —
DG DOLLAR GEN CORP COM $1140.00%1 —— — —
— GAMESTOP CORP NEW WT EXP 103026 $1190.00%50 —— — —
ARKG ARK GENOMIC REVOLUTION ETF $1250.00%3 —— — —
— GRANITE PT MTG TR INC COM STK $1340.00%94 —— — —
— BIOMEA FUSION INC COM $1590.00%123 —— — —
— PRAIRIE OPER CO COM $1690.00%220 —— — —
EMBC EMBECTA CORP COMMON STOCK $1700.00%53 —— — —
F FORD MTR CO COM $1750.00%13 —— — —
— PROSHARES VIX SHORT-TERM FUTURES ETF $1910.00%9 —— — —
SCHD SCHWAB US DIVIDEND EQUITY ETF $1940.00%6 —— — —
UEC URANIUM ENERGY CORP COM $1980.00%20 —— — —
VKTX VIKING THERAPEUTICS INC COM $1990.00%5 —— — —
MSIF MSC INCOME FUND INC COM $2290.00%20 —— — —
— ACTINIUM PHARMACEUTICALS INC COM $2320.00%240 —— — —
— HAIN CELESTIAL GROUP INC COM $2460.00%440 —— — —
BTC GRAYSCALE BITCOIN MINI TRUST ETF $2470.00%9 —— — —
— WHEELER REAL ESTATE INVT TR IN COM $2750.00%640 —— — —
— CLIPPER RLTY INC COM $2830.00%100 —— — —
VSNT VERSANT MEDIA GROUP INC COM CL A $2880.00%8 —— — —
— EATON VANCE SR INCOME TR SH BEN INT $2980.00%60 —— — —
CELH CELSIUS HLDGS INC COM NEW $3060.00%10 —— — —
JFR NUVEEN FLOATING RATE INCOME FD COM $3080.00%40 —— — —
OBDC BLUE OWL CAPITAL CORPORATION COM $3220.00%30 —— — —
— HEARTSCIENCES INC COM $3270.00%120 —— — —
HYT BLACKROCK CORPOR HI YLD FD INC COM $3400.00%40 —— — —
OPEN OPENDOOR TECHNOLOGIES INC COM $3590.00%75 —— — —
ONON ON HLDG AG NAMEN AKT A $3630.00%10 —— — —
SMCI SUPER MICRO COMPUTER INC COM NEW $3630.00%12 —— — —
VVX V2X INC COM $3840.00%5 —— — —
VFH VANGUARD FINANCIALS ETF $4030.00%3 —— — —
CLVT CLARIVATE PLC ORD SHS $4190.00%190 —— — —
— ATLAS CRITICAL MINERALS CORP ORD SHS NEW $4220.00%120 —— — —
SMMT SUMMIT THERAPEUTICS INC COM $4700.00%30 —— — —
RAL RALLIANT CORP COM $4760.00%7 —— — —
— GLOO HOLDINGS INC CL A $4770.00%120 —— — —
BIZD VANECK BDC INCOME ETF $4920.00%40 —— — —
— AMERICAS CAR-MART INC COM $4960.00%150 —— — —
VVR INVESCO SR INCOME TR COM $5380.00%180 —— — —
INSP INSPIRE MED SYS INC COM $5420.00%11 —— — —
CCAP CRESCENT CAP BDC INC COM $5520.00%50 —— — —
RXO RXO INC COMMON STOCK $5640.00%21 —— — —
— LA ROSA HLDGS CORP COM NEW $5900.00%500 —— — —
BR BROADRIDGE FINL SOLUTIONS INC COM $5950.00%4 —— — —
EPAM EPAM SYS INC COM $6010.00%7 —— — —
ESRT EMPIRE ST RLTY TR INC CL A $6490.00%120 —— — —
RKLB ROCKET LAB CORP COM $6660.00%8 —— — —
— NEURONETICS INC COM $7230.00%470 —— — —
IP INTERNATIONAL PAPER CO COM $7330.00%20 —— — —
— CHICAGO ATLANTIC REAL ESTATE F COM $7470.00%70 —— — —
— CULP INC COM $7560.00%240 —— — —
— VANGUARD WELLINGTON DIVIDEND GROWTH ACTIVE ETF $7560.00%12 —— — —
— AXIA ENERGIA SA SPON ADS PF CL C $7720.00%75 —— — —
— ELEVRA LITHIUM LTD SPONSORED ADS $7730.00%12 —— — —
— SOLANA ETF $7750.00%100 —— — —
WHR WHIRLPOOL CORP COM $7910.00%21 —— — —
GLPI GAMING & LEISURE P COM $7990.00%18 —— — —
METC RAMACO RES INC COM CL A $8310.00%68 —— — —
NOMD NOMAD FOODS LTD USD ORD SHS $8610.00%76 —— — —
OTIS OTIS WORLDWIDE CORP COM $8640.00%12 —— — —
CARR CARRIER GLOBAL CORPORATION COM $8670.00%13 —— — —
FIP FTAI INFRASTRUCTURE INC COMMON STOCK $8860.00%200 —— — —
SKT TANGER INC COM $8880.00%22 —— — —
SOXQ INVESCO PHLX SEMICONDUCTOR ETF $8900.00%9 —— — —
OVV OVINTIV INC COM $9110.00%16 —— — —
— LONGEVERON INC CL A NEW $9130.00%1,420 —— — —
— ENVVENO MEDICAL CORPORATION COM NEW $9780.00%88 —— — —
DOC HEALTHPEAK PROPERTIES INC COM $9790.00%44 —— — —
TNET TRINET GROUP INC COM $9900.00%18 —— — —
TKO TKO GROUP HOLDINGS INC CL A $1,0070.00%5 —— — —
ECH ISHARES MSCI CHILE ETF $1,0180.00%26 —— — —
LAND GLADSTONE LD CORP COM $1,0180.00%120 —— — —