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 |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC COM | $2,124.80万 | 13.62% | 67,800 | — | — | — | — |
| MSFT | MICROSOFT CORP COM | $925.16万 | 5.93% | 24,134 | — | — | — | — |
| VOO | VANGUARD S&P 500 ETF | $736.45万 | 4.72% | 10,747 | — | — | — | — |
| CGDV | CAPITAL GROUP DIVIDEND VALUE ETF | $717.76万 | 4.60% | 147,354 | — | — | — | — |
| AMZN | AMAZON COM INC COM | $463.62万 | 2.97% | 19,030 | — | — | — | — |
| NVDA | NVIDIA CORPORATION COM | $458.80万 | 2.94% | 22,476 | — | — | — | — |
| AVDE | AVANTIS INTERNATIONAL EQUITY ETF | $405.54万 | 2.60% | 45,515 | — | — | — | — |
| BRK/B | BERKSHIRE HATHAWAY INC DEL CL B NEW | $395.95万 | 2.54% | 8,002 | — | — | — | — |
| SGOV | ISHARES 0-3 MONTH TREASURY BOND ETF | $350.63万 | 2.25% | 34,899 | — | — | — | — |
| TAXF | AMERICAN CENTURY DIVERSIFIED MUNICIPAL BOND ETF | $221.40万 | 1.42% | 43,894 | — | — | — | — |
| JSMD | JANUS HENDERSON SMALL/MID CAP GROWTH ALPHA ETF | $214.51万 | 1.38% | 22,193 | — | — | — | — |
| IYW | ISHARES U.S. TECHNOLOGY ETF | $209.28万 | 1.34% | 8,538 | — | — | — | — |
| FTEC | FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF | $204.18万 | 1.31% | 7,403 | — | — | — | — |
| BX | BLACKSTONE INC COM | $179.81万 | 1.15% | 15,158 | — | — | — | — |
| GOOG | ALPHABET INC CAP STK CL C | $166.69万 | 1.07% | 4,646 | — | — | — | — |
| C | CITIGROUP INC COM NEW | $161.96万 | 1.04% | 11,788 | — | — | — | — |
| PPA | INVESCO AEROSPACE & DEFENSE ETF | $161.93万 | 1.04% | 9,225 | — | — | — | — |
| META | META PLATFORMS INC CL A | $145.52万 | 0.93% | 2,412 | — | — | — | — |
| — | SKYX PLATFORMS CORP COM | $132.56万 | 0.85% | 1,123,352 | — | — | — | — |
| EG | EVEREST GROUP LTD COM | $123.79万 | 0.79% | 3,334 | — | — | — | — |
| KORP | AMERICAN CENTURY DIVERSIFIED CORPORATE BOND ETF | $119.25万 | 0.76% | 25,733 | — | — | — | — |
| JMUB | JPMORGAN MUNICIPAL ETF | $117.88万 | 0.76% | 23,426 | — | — | — | — |
| VGT | VANGUARD INFORMATION TECHNOLOGY ETF | $115.56万 | 0.74% | 10,008 | — | — | — | — |
| COPX | GLOBAL X COPPER MINERS ETF | $114.89万 | 0.74% | 15,730 | — | — | — | — |
| SGOL | ABRDN PHYSICAL GOLD SHARES ETF | $111.39万 | 0.71% | 28,673 | — | — | — | — |
| JEPI | JPMORGAN EQUITY PREMIUM INCOME ETF | $105.66万 | 0.68% | 18,693 | — | — | — | — |
| AVGO | BROADCOM INC COM | $103.53万 | 0.66% | 2,663 | — | — | — | — |
| MU | MICRON TECHNOLOGY INC COM | $102.10万 | 0.65% | 1,076 | — | — | — | — |
| XLU | STATE STREET UTILITIES SELECT SECTOR SPDR ETF | $99.73万 | 0.64% | 21,987 | — | — | — | — |
| — | SOUND POINT MERIDIAN CAP INC COMMON STOCK | $98.40万 | 0.63% | 94,982 | — | — | — | — |
| XOM | EXXONMOBIL HOLDINGS CORP COM SHS | $97.77万 | 0.63% | 6,927 | — | — | — | — |
| LLY | ELI LILLY & CO COM | $97.36万 | 0.62% | 800 | — | — | — | — |
| GOOGL | ALPHABET INC CAP STK CL A | $94.85万 | 0.61% | 2,620 | — | — | — | — |
| ABBV | ABBVIE INC COM | $88.21万 | 0.57% | 3,490 | — | — | — | — |
| VHT | VANGUARD HEALTH CARE ETF | $85.86万 | 0.55% | 2,801 | — | — | — | — |
| SETM | SPROTT CRITICAL MATERIALS ETF | $84.36万 | 0.54% | 28,588 | — | — | — | — |
| PG | PROCTER & GAMBLE CO COM | $80.64万 | 0.52% | 5,433 | — | — | — | — |
| COST | COSTCO WHOLESALE CORPORATION COM | $78.33万 | 0.50% | 821 | — | — | — | — |
| SDCI | USCF SUMMERHAVEN DYNAMIC COMMODITY STRATEGY NO K-1 FUND | $77.82万 | 0.50% | 28,286 | — | — | — | — |
| PCT | PURECYCLE TECHNOLOGIES INC COM | $77.53万 | 0.50% | 106,499 | — | — | — | — |
| GLD | SPDR GOLD SHARES | $77.25万 | 0.50% | 2,062 | — | — | — | — |
| VZ | VERIZON COMMUNICATIONS INC COM | $72.50万 | 0.46% | 17,080 | — | — | — | — |
| JPM | JPMORGAN CHASE & CO COM | $72.37万 | 0.46% | 2,188 | — | — | — | — |
| IAU | ISHARES GOLD TRUST | $71.33万 | 0.46% | 9,295 | — | — | — | — |
| CIBR | FIRST TRUST NASDAQ CYBERSECURITY ETF | $69.62万 | 0.45% | 7,595 | — | — | — | — |
| IRM | IRON MTN INC DEL COM | $68.65万 | 0.44% | 5,945 | — | — | — | — |
| NEE | NEXTERA ENERGY INC COM | $67.36万 | 0.43% | 7,703 | — | — | — | — |
| XLE | STATE STREET ENERGY SELECT SECTOR SPDR ETF | $67.24万 | 0.43% | 12,093 | — | — | — | — |
| NFLX | NETFLIX INC. COM | $65.79万 | 0.42% | 8,703 | — | — | — | — |
| UTG | REAVES UTIL INCOME FD COM SH BEN INT | $65.35万 | 0.42% | 16,422 | — | — | — | — |
| RSP | INVESCO S&P 500 EQUAL WEIGHT ETF | $64.90万 | 0.42% | 3,058 | — | — | — | — |
| AIRR | FIRST TRUST RBA AMERICAN INDUSTRIAL RENAISSANCE ETF | $64.40万 | 0.41% | 5,254 | — | — | — | — |
| PLTR | PALANTIR TECHNOLOGIES INC CL A | $63.81万 | 0.41% | 4,826 | — | — | — | — |
| GLW | CORNING INC COM | $63.12万 | 0.40% | 3,429 | — | — | — | — |
| JNJ | JOHNSON & JOHNSON COM | $56.49万 | 0.36% | 2,144 | — | — | — | — |
| UBER | UBER TECHNOLOGIES INC COM | $56.40万 | 0.36% | 7,662 | — | — | — | — |
| AMD | ADVANCED MICRO DEVICES INC COM | $56.19万 | 0.36% | 1,086 | — | — | — | — |
| JEPQ | JPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF | $52.86万 | 0.34% | 8,892 | — | — | — | — |
| SSO | PROSHARES ULTRA S&P 500 | $49.60万 | 0.32% | 7,400 | — | — | — | — |
| NVO | NOVO-NORDISK A S ADR | $47.33万 | 0.30% | 9,681 | — | — | — | — |
| — | SPROTT SILVER MINERS & PHYSICAL SILVER ETF SILVER MINERS ETF | $46.99万 | 0.30% | 9,794 | — | — | — | — |
| TSM | TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS | $46.58万 | 0.30% | 1,066 | — | — | — | — |
| XETYX | EATON VANCE TAX-MANAGED DIVERS COM | $46.42万 | 0.30% | 32,166 | — | — | — | — |
| YYY | AMPLIFY CEF HIGH INCOME ETF | $45.00万 | 0.29% | 39,164 | — | — | — | — |
| MPLX | MPLX LP COM UNIT REP LTD | $44.85万 | 0.29% | 7,807 | — | — | — | — |
| XLP | STATE STREET CONSUMER STAPLES SELECT SECTOR SPDR ETF | $43.27万 | 0.28% | 5,127 | — | — | — | — |
| V | VISA INC COM CL A | $42.48万 | 0.27% | 1,222 | — | — | — | — |
| TSLA | TESLA INC COM | $42.11万 | 0.27% | 1,068 | — | — | — | — |
| WMT | WALMART INC COM | $41.47万 | 0.27% | 3,667 | — | — | — | — |
| SDOG | ALPS SECTOR DIVIDEND DOGS ETF | $41.40万 | 0.27% | 5,974 | — | — | — | — |
| VYM | VANGUARD HIGH DIVIDEND YIELD INDEX ETF | $40.73万 | 0.26% | 2,549 | — | — | — | — |
| KO | COCA COLA CO COM | $39.85万 | 0.26% | 4,778 | — | — | — | — |
| HD | HOME DEPOT INC COM | $39.78万 | 0.25% | 1,183 | — | — | — | — |
| FXL | FIRST TRUST TECHNOLOGY ALPHADEX FUND | $39.68万 | 0.25% | 1,942 | — | — | — | — |
| ADP | AUTOMATIC DATA PROCESSING INC COM | $38.72万 | 0.25% | 1,604 | — | — | — | — |
| — | AUTHID INC COM | $37.52万 | 0.24% | 318,000 | — | — | — | — |
| AIQ | GLOBAL X ARTIFICIAL INTELLIGENCE & TECHNOLOGY ETF | $37.06万 | 0.24% | 5,922 | — | — | — | — |
| CAT | CATERPILLAR INC COM | $37.04万 | 0.24% | 390 | — | — | — | — |
| RSPG | INVESCO S&P 500 EQUAL WEIGHT ENERGY ETF | $36.88万 | 0.24% | 3,621 | — | — | — | — |
| COF | CAPITAL ONE FINL CORP COM | $35.73万 | 0.23% | 1,861 | — | — | — | — |
| PEP | PEPSICO INC COM | $35.58万 | 0.23% | 2,496 | — | — | — | — |
| FTNT | FORTINET INC COM | $35.56万 | 0.23% | 2,269 | — | — | — | — |
| RING | ISHARES MSCI GLOBAL GOLD MINERS ETF | $35.54万 | 0.23% | 5,619 | — | — | — | — |
| T | AT&T INC COM | $34.42万 | 0.22% | 16,297 | — | — | — | — |
| UNH | UNITEDHEALTH GROUP INC COM | $34.01万 | 0.22% | 799 | — | — | — | — |
| EPD | ENTERPRISE PRODS PARTNERS L P COM | $33.09万 | 0.21% | 8,754 | — | — | — | — |
| CVX | CHEVRON CORPORATION COM | $32.95万 | 0.21% | 1,872 | — | — | — | — |
| PHYS | SPROTT ASSET MANAGEMENT LP PHYSICAL GOLD TR | $32.73万 | 0.21% | 10,654 | — | — | — | — |
| SPY | STATE STREET SPDR S&P 500 ETF | $32.50万 | 0.21% | 435 | — | — | — | — |
| YUM | YUM BRANDS INC COM | $31.97万 | 0.20% | 1,934 | — | — | — | — |
| MS | MORGAN STANLEY COM NEW | $31.05万 | 0.20% | 1,423 | — | — | — | — |
| SLV | ISHARES SILVER TRUST | $30.81万 | 0.20% | 5,831 | — | — | — | — |
| VIG | VANGUARD DIVIDEND APPRECIATION ETF | $29.84万 | 0.19% | 1,256 | — | — | — | — |
| SO | SOUTHERN CO COM | $29.20万 | 0.19% | 3,029 | — | — | — | — |
| PM | PHILIP MORRIS INTL INC COM | $28.78万 | 0.18% | 1,538 | — | — | — | — |
| RTX | RTX CORPORATION COM | $28.73万 | 0.18% | 1,473 | — | — | — | — |
| IBM | INTERNATIONAL BUSINESS MACHS COM | $27.77万 | 0.18% | 919 | — | — | — | — |
| FBTC | FIDELITY WISE ORIGIN BITCOIN FUND | $27.49万 | 0.18% | 5,075 | — | — | — | — |
| MO | ALTRIA GROUP INC COM | $27.25万 | 0.17% | 3,742 | — | — | — | — |
| XSSPX | NUVEEN S&P 500 DYNAMIC OVERWRI COM | $25.45万 | 0.16% | 13,717 | — | — | — | — |