小隐寺数据中心
概览
新闻
情绪
Reddit 热门
散户社区提及与热度榜
机构
机构目录
全部机构
机构持仓
机构真实持仓
事件
新股 IPO
定价、上市与申报追踪
内部人买卖
高管与董事交易
重大事件
并购/高管/退市等重大报告
举牌
主动或被动披露
财务
季报
10-Q 季度财报申报流
年报
10-K 年度财报申报流
公司
公司目录
上市公司高管与档案
势力阵营
即将上线
校友与资本关系图谱
人物
明星投资人
知名基金经理与持仓动向
政客交易
国会议员持仓披露
API
小隐寺主站
PFG Private Wealth Management, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
PFG Private Wealth Management, LLC
报告期 2026-03-31 · CIK 0001799957
持仓数
75
前50大市值合计
$229.0M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
21Q4
23Q1 调仓
2021-12-31 → 2023-03-31 · 共 150 项
建仓 40
增持 31
减持 31
清仓 48
方向
标的
Δ市值
现股数(环比)
建仓
VTV
VANGUARD INDEX FDS
+$15.6M
113,247
减持
FLOT
ISHARES TR
-$10.7M
2,414
-99%
减持
USHY
ISHARES TR
-$10.2M
240
-100%
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
清仓
VCSH
VANGUARD SCOTTSDALE FDS
-$8.8M
0
-100%
减持
IVV
ISHARES TR
-$8.5M
23,596
-38%
清仓
FALN
ISHARES TR
-$7.9M
0
-100%
减持
VONV
VANGUARD SCOTTSDALE FDS
-$7.2M
37
-100%
减持
DIVB
ISHARES TR
-$6.9M
15,287
-91%
建仓
IBDV
ISHARES TR
+$6.0M
277,423
清仓
—
ISHARES TR
-$5.0M
0
-100%
建仓
IYW
ISHARES TR
+$4.0M
43,571
增持
SPYG
SPDR SER TR
-$3.2M
309,107
+10%
增持
IBDR
ISHARES TR
+$3.0M
334,536
+78%
增持
IBDS
ISHARES TR
+$3.0M
329,654
+81%
增持
—
ISHARES TR
+$3.0M
321,808
+73%
减持
VPL
VANGUARD INTL EQUITY INDEX F
-$3.0M
4
-100%
增持
IBDT
ISHARES TR
+$2.6M
299,325
+75%
增持
IBDU
ISHARES TR
+$2.5M
313,913
+75%
增持
—
ISHARES TR
+$2.3M
307,064
+52%
增持
—
ISHARES TR
+$2.0M
294,346
+40%
清仓
VFH
VANGUARD WORLD FDS
-$1.9M
0
-100%
清仓
JETS
ETF SER SOLUTIONS
-$1.9M
0
-100%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$1.8M
301,161
+31%
建仓
VPU
VANGUARD WORLD FDS
+$1.8M
12,305
清仓
KRE
SPDR SER TR
-$1.8M
0
-100%
清仓
FMB
FIRST TR EXCH TRADED FD III
-$1.6M
0
-100%
清仓
MUB
ISHARES TR
-$1.6M
0
-100%
建仓
—
ISHARES TR
+$1.1M
42,047
建仓
—
ISHARES TR
+$1.1M
43,997
建仓
—
ISHARES TR
+$1.1M
43,136
清仓
EWUS
ISHARES TR
-$942.0K
0
-100%
清仓
FLCH
FRANKLIN TEMPLETON ETF TR
-$873.0K
0
-100%
增持
IJR
ISHARES TR
-$771.2K
44,331
+0%
增持
IJH
ISHARES TR
-$533.5K
17,926
+1%
减持
V
VISA INC
-$447.9K
18
-99%
减持
CVS
CVS HEALTH CORP
-$434.0K
700
-85%
减持
SPY
SPDR S&P 500 ETF TR
-$430.9K
1,627
-30%
减持
MSFT
MICROSOFT CORP
-$417.3K
734
-61%
增持
AMZN
AMAZON COM INC
-$417.1K
3,000
+1276%
减持
GLD
SPDR GOLD TR
-$413.3K
31
-99%
减持
DG
DOLLAR GEN CORP NEW
-$400.4K
22
-99%
增持
NFLX
NETFLIX INC
+$397.9K
1,360
+1043%
减持
GIS
GENERAL MLS INC
-$396.9K
71
-99%
清仓
SCHW
SCHWAB CHARLES CORP
-$396.0K
0
-100%
减持
UNH
UNITEDHEALTH GROUP INC
-$394.0K
91
-90%
清仓
BALL
BALL CORP
-$377.0K
0
-100%
减持
QUAL
ISHARES TR
-$366.1K
144
-95%
减持
DIS
DISNEY WALT CO
-$364.4K
585
-79%
减持
CMCSA
COMCAST CORP NEW
-$342.9K
81
-99%
减持
NOC
NORTHROP GRUMMAN CORP
-$311.4K
101
-89%
减持
—
BLACKROCK INC
-$285.0K
145
-65%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$284.6K
221
-64%
减持
AAPL
APPLE INC
-$282.6K
7,644
-12%
减持
DGRO
ISHARES TR
-$277.9K
2,523
-65%
增持
DHR
DANAHER CORPORATION
+$274.0K
1,111
+6435%
建仓
HON
HONEYWELL INTL INC
+$258.8K
1,354
增持
—
EXXON MOBIL CORP
+$256.3K
2,374
+3391%
建仓
—
SEAGATE TECHNOLOGY HLDNGS PL
+$246.1K
3,722
建仓
DELL
DELL TECHNOLOGIES INC
+$245.7K
6,110
清仓
—
BLACKROCK CAP INVT CORP
-$242.0K
0
-100%
建仓
BIIB
BIOGEN INC
+$241.6K
869
建仓
PANW
PALO ALTO NETWORKS INC
+$234.1K
1,172
建仓
SRE
SEMPRA
+$233.2K
1,543
建仓
—
ASTRAZENECA PLC
+$229.4K
3,305
建仓
ROP
ROPER TECHNOLOGIES INC
+$218.1K
495
清仓
SPYD
SPDR SER TR
-$213.0K
0
-100%
建仓
SON
SONOCO PRODS CO
+$211.7K
3,471
增持
KO
COCA COLA CO
+$204.1K
6,837
+84%
建仓
SHOP
SHOPIFY INC
+$195.8K
4,085
建仓
CTVA
CORTEVA INC
+$187.5K
3,109
建仓
EXPE
EXPEDIA GROUP INC
+$184.3K
1,899
增持
TGT
TARGET CORP
+$181.0K
1,117
+6471%
建仓
EQIX
EQUINIX INC
+$181.0K
251
建仓
VOOV
VANGUARD ADMIRAL FDS INC
+$163.6K
1,115
减持
MTUM
ISHARES TR
-$162.4K
155
-85%
增持
OMC
OMNICOM GROUP INC
+$156.3K
1,689
+3739%
增持
LLY
LILLY ELI & CO
+$152.4K
770
+90%
增持
JPM
JPMORGAN CHASE & CO
+$145.5K
1,224
+1245%
建仓
SNY
SANOFI
+$139.8K
2,569
建仓
PRU
PRUDENTIAL FINL INC
+$139.3K
1,683
增持
AXP
AMERICAN EXPRESS CO
+$135.7K
877
+1524%
建仓
—
SKECHERS U S A INC
+$135.5K
2,852
建仓
FOXA
FOX CORP
+$135.3K
3,973
减持
RTX
RAYTHEON TECHNOLOGIES CORP
-$133.9K
2,156
-46%
建仓
QSR
RESTAURANT BRANDS INTL INC
+$133.5K
1,988
减持
ADP
AUTOMATIC DATA PROCESSING IN
-$131.9K
908
-33%
增持
LMT
LOCKHEED MARTIN CORP
+$130.3K
301
+785%
减持
META
META PLATFORMS INC
-$129.9K
312
-47%
清仓
TER
TERADYNE INC
-$127.0K
0
-100%
建仓
AJG
GALLAGHER ARTHUR J & CO
+$125.7K
657
建仓
MS
MORGAN STANLEY
+$125.2K
1,426
增持
MCD
MCDONALDS CORP
+$122.8K
575
+302%
增持
GOOGL
ALPHABET INC
-$120.1K
1,185
+1311%
清仓
CHD
CHURCH & DWIGHT CO INC
-$115.0K
0
-100%
增持
VZ
VERIZON COMMUNICATIONS INC
+$114.5K
2,996
+7033%
清仓
—
LAM RESEARCH CORP
-$114.0K
0
-100%
增持
PEP
PEPSICO INC
+$113.8K
871
+238%
清仓
AMAT
APPLIED MATLS INC
-$112.0K
0
-100%
减持
CSX
CSX CORP
-$111.1K
30
-99%
清仓
FAST
FASTENAL CO
-$111.0K
0
-100%
清仓
EW
EDWARDS LIFESCIENCES CORP
-$111.0K
0
-100%
清仓
—
XILINX INC
-$111.0K
0
-100%
建仓
—
UNILEVER PLC
+$109.5K
2,108
建仓
RJF
RAYMOND JAMES FINL INC
+$109.2K
1,171
建仓
AVGO
BROADCOM INC
+$109.1K
170
清仓
KEYS
KEYSIGHT TECHNOLOGIES INC
-$109.0K
0
-100%
清仓
ODFL
OLD DOMINION FREIGHT LINE IN
-$109.0K
0
-100%
清仓
INFY
INFOSYS LTD
-$108.0K
0
-100%
清仓
ROK
ROCKWELL AUTOMATION INC
-$108.0K
0
-100%
建仓
DE
DEERE & CO
+$107.3K
260
减持
WST
WEST PHARMACEUTICAL SVSC INC
-$107.2K
11
-95%
清仓
GGG
GRACO INC
-$107.0K
0
-100%
清仓
MTD
METTLER TOLEDO INTERNATIONAL
-$107.0K
0
-100%
清仓
FDS
FACTSET RESH SYS INC
-$105.0K
0
-100%
清仓
IEX
IDEX CORP
-$105.0K
0
-100%
清仓
HSY
HERSHEY CO
-$105.0K
0
-100%
建仓
LULU
LULULEMON ATHLETICA INC
+$104.2K
286
清仓
NVO
NOVO-NORDISK A S
-$104.0K
0
-100%
清仓
ALGN
ALIGN TECHNOLOGY INC
-$104.0K
0
-100%
清仓
REGN
REGENERON PHARMACEUTICALS
-$104.0K
0
-100%
清仓
WAT
WATERS CORP
-$103.0K
0
-100%
清仓
VRSK
VERISK ANALYTICS INC
-$102.0K
0
-100%
清仓
CPRT
COPART INC
-$102.0K
0
-100%
清仓
MCO
MOODYS CORP
-$102.0K
0
-100%
减持
INTU
INTUIT
-$101.9K
7
-96%
清仓
IDXX
IDEXX LABS INC
-$101.0K
0
-100%
清仓
WIT
WIPRO LTD
-$101.0K
0
-100%
清仓
SPGI
S&P GLOBAL INC
-$101.0K
0
-100%
增持
HPQ
HP INC
+$100.9K
3,814
+1150%
增持
CSCO
CISCO SYS INC
+$100.1K
2,107
+1201%
建仓
GPC
GENUINE PARTS CO
+$100.1K
598
清仓
CE
CELANESE CORP DEL
-$100.0K
0
-100%
建仓
ASH
ASHLAND INC
+$99.5K
969
建仓
CMG
CHIPOTLE MEXICAN GRILL INC
+$99.1K
58
清仓
JKHY
HENRY JACK & ASSOC INC
-$99.0K
0
-100%
清仓
APD
AIR PRODS & CHEMS INC
-$99.0K
0
-100%
建仓
PWR
QUANTA SVCS INC
+$99.0K
594
减持
—
ASML HOLDING N V
-$98.6K
2
-98%
减持
CNI
CANADIAN NATL RY CO
-$98.4K
200
-80%
增持
—
ARISTA NETWORKS INC
+$98.2K
1,383
+48%
清仓
—
CANADIAN PAC RY LTD
-$98.0K
0
-100%
增持
SPAB
SPDR SER TR
+$97.9K
17,406
+47%
增持
MNST
MONSTER BEVERAGE CORP NEW
+$97.9K
3,812
+240%
建仓
PEG
PUBLIC SVC ENTERPRISE GRP IN
+$97.4K
1,559
建仓
LOW
LOWES COS INC
+$97.2K
486
建仓
AVB
AVALONBAY CMNTYS INC
+$96.5K
574
清仓
CTAS
CINTAS CORP
-$96.0K
0
-100%
清仓
TROW
PRICE T ROWE GROUP INC
-$96.0K
0
-100%
清仓
BIO
BIO RAD LABS INC
-$96.0K
0
-100%
清仓
EXP
EAGLE MATLS INC
-$95.0K
0
-100%