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Prestige Wealth Management Group LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心

Prestige Wealth Management Group LLC

报告期 2026-03-31 · CIK 0001772715

持仓数

1,123

前50大市值合计

$429.4M

报告期

2026-03-31

当前持仓调仓

前 50 大持仓

标的

类型

市值

股数

占比*

DGRW WISDOMTREE TR

US QTLY DIV GRT

$53.0M

603,626

12.3%

ICVT ISHARES TR

CONV BD ETF

$30.3M

297,589

7.1%

BND VANGUARD BD INDEX FDS

TOTAL BND MRKT

$30.3M

410,884

7.0%

MBB ISHARES TR

MBS ETF

$30.0M

316,041

7.0%

AGGY WISDOMTREE TR

YIELD ENHANCD US

$29.8M

686,094

6.9%

AAPL APPLE INC

COM

$26.2M

103,290

6.1%

QGRW WISDOMTREE TR

US QUALITY GROW

$19.2M

359,265

4.5%

XLC SELECT SECTOR SPDR TR

STATE STREET COM

$19.1M

172,088

4.4%

CL COLGATE PALMOLIVE CO

COM

$12.5M

147,209

2.9%

XLY SELECT SECTOR SPDR TR

STATE STREET CON

$12.5M

114,781

2.9%

VTV VANGUARD INDEX FDS

VALUE ETF

$10.6M

54,181

2.5%

XLV SELECT SECTOR SPDR TR

STATE STREET HEA

$9.0M

61,192

2.1%

MSFT MICROSOFT CORP

COM

$8.9M

24,169

2.1%

JNJ JOHNSON & JOHNSON

COM

$8.2M

33,485

1.9%

MDYV SPDR SERIES TRUST

STATE STREET SPD

$8.1M

94,745

1.9%

VUG VANGUARD INDEX FDS

GROWTH ETF

$6.6M

15,139

1.5%

MDYG SPDR SERIES TRUST

STATE STREET SPD

$6.5M

67,613

1.5%

GOOGL ALPHABET INC

CAP STK CL A

$6.3M

21,896

1.5%

XLK SELECT SECTOR SPDR TR

STATE STREET TEC

$6.2M

46,778

1.4%

MMIT NEW YORK LIFE INVTS ACTIVE E

NYLI MACKAY MUN

$5.8M

241,710

1.4%

XLF SELECT SECTOR SPDR TR

STATE STREET FIN

$5.7M

116,291

1.3%

NVDA NVIDIA CORPORATION

COM

$5.4M

30,751

1.2%

MRK MERCK & CO INC

COM

$4.5M

37,094

1.0%

LLY ELI LILLY & CO

COM

$4.5M

4,854

1.0%

— EXXON MOBIL CORP

COM

$4.4M

26,055

1.0%

JPM JPMORGAN CHASE & CO

COM

$4.4M

14,821

1.0%

FMB FIRST TR EXCH TRADED FD III

MANAGD MUN ETF

$4.2M

83,712

1.0%

AVGO BROADCOM INC

COM

$4.0M

12,905

0.9%

ABBV ABBVIE INC

COM

$3.8M

17,321

0.9%

AMZN AMAZON COM INC

COM

$3.6M

17,256

0.8%

SLYV SPDR SERIES TRUST

STATE STREET SPD

$3.4M

36,331

0.8%

WMT WALMART INC

COM

$3.4M

27,222

0.8%

SLYG SPDR SERIES TRUST

STATE STREET SPD

$3.3M

34,646

0.8%

V VISA INC

COM CL A

$3.1M

10,249

0.7%

COST COSTCO WHOLESALE CORPORATION

COM

$2.6M

2,613

0.6%

SKYY FIRST TR EXCHANGE-TRADED FD

CLOUD COMPUTING

$2.4M

22,176

0.6%

BAC BANK AMERICA CORP

COM

$2.4M

48,701

0.6%

IEF ISHARES TR

7-10 YR TRSY BD

$2.3M

24,409

0.5%

SCHB SCHWAB STRATEGIC TR

US BRD MKT ETF

$2.2M

88,047

0.5%

VTEB VANGUARD MUN BD FDS

TAX EXEMPT BD

$2.2M

44,216

0.5%

META META PLATFORMS INC

CL A

$2.1M

3,737

0.5%

HD HOME DEPOT INC

COM

$2.0M

6,099

0.5%

BRK/B BERKSHIRE HATHAWAY INC DEL

CL B NEW

$2.0M

4,120

0.5%

TSLA TESLA INC

COM

$1.9M

5,029

0.4%

CAT CATERPILLAR INC

COM

$1.9M

2,638

0.4%

MUNI PIMCO ETF TR

INTER MUN BD ACT

$1.8M

34,901

0.4%

WELL WELLTOWER INC

COM

$1.8M

9,082

0.4%

PLD PROLOGIS INC.

COM

$1.7M

12,692

0.4%

ORCL ORACLE CORP

COM

$1.7M

11,362

0.4%

SCHG SCHWAB STRATEGIC TR

US LCAP GR ETF

$1.5M

52,906

0.4%

* 占比按本页前 50 大持仓市值合计计算

持仓集中度按前 50 大市值

46%前 6 大占比

DGRW12.3%ICVT7.1%BND7.0%MBB7.0%AGGY6.9%AAPL6.1%