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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
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 150 项
建仓 97
增持 9
减持 6
清仓 38
方向
标的
Δ市值
现股数(环比)
清仓
IVV
ISHARES TR
-$26.6M
0
-100%
减持
SPYG
SPDR SERIES TRUST
-$20.6M
26,802
-89%
建仓
VUG
VANGUARD INDEX FDS
+$14.1M
29,467
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
IBDZ
ISHARES TR
-$11.3M
0
-100%
清仓
IBDX
ISHARES TR
-$11.3M
0
-100%
建仓
VTV
VANGUARD INDEX FDS
+$11.0M
58,839
清仓
IBDW
ISHARES TR
-$10.8M
0
-100%
清仓
IBDV
ISHARES TR
-$10.8M
0
-100%
清仓
IBDY
ISHARES TR
-$10.7M
0
-100%
建仓
AVUV
AMERICAN CENTY ETF TR
+$8.0M
80,431
建仓
PTRB
PGIM ETF TR
+$7.7M
182,656
清仓
IBDS
ISHARES TR
-$7.6M
0
-100%
清仓
IBDT
ISHARES TR
-$7.6M
0
-100%
清仓
IBDU
ISHARES TR
-$7.4M
0
-100%
建仓
GLDM
WORLD GOLD TR
+$7.2M
94,431
建仓
SLYG
SPDR SERIES TRUST
+$7.1M
75,524
建仓
DFAC
DIMENSIONAL ETF TRUST
+$5.8M
150,851
清仓
MGV
VANGUARD WORLD FD
-$5.7M
0
-100%
建仓
DFAE
DIMENSIONAL ETF TRUST
+$5.6M
178,813
减持
QUAL
ISHARES TR
-$5.2M
1,542
-95%
建仓
VXUS
VANGUARD STAR FDS
+$5.2M
70,948
建仓
VPLS
VANGUARD MALVERN FDS
+$4.9M
62,410
建仓
SPDW
SPDR INDEX SHS FDS
+$4.9M
113,897
建仓
AVUS
AMERICAN CENTY ETF TR
+$4.8M
44,158
建仓
QUS
SPDR SERIES TRUST
+$4.7M
27,711
建仓
SPTL
SPDR SERIES TRUST
+$4.5M
166,195
建仓
DFIS
DIMENSIONAL ETF TRUST
+$4.4M
140,565
减持
VYM
VANGUARD WHITEHALL FDS
-$4.2M
26,487
-56%
清仓
IJH
ISHARES TR
-$4.2M
0
-100%
建仓
DFAR
DIMENSIONAL ETF TRUST
+$4.2M
174,724
建仓
VBR
VANGUARD INDEX FDS
+$3.7M
17,501
建仓
SPEM
SPDR INDEX SHS FDS
+$3.6M
76,589
减持
IJR
ISHARES TR
-$3.4M
2,589
-92%
建仓
TSLA
TESLA INC
+$3.3M
7,529
建仓
VWO
VANGUARD INTL EQUITY INDEX F
+$3.2M
58,214
建仓
MINT
PIMCO ETF TR
+$3.1M
30,979
增持
AAPL
APPLE INC
+$3.1M
17,166
+169%
减持
VEA
VANGUARD TAX-MANAGED FDS
-$2.9M
260,013
-20%
增持
VOO
VANGUARD INDEX FDS
+$2.8M
5,279
+556%
建仓
DFAI
DIMENSIONAL ETF TRUST
+$2.7M
74,209
建仓
SPIP
SPDR SERIES TRUST
+$2.7M
100,936
增持
NVDA
NVIDIA CORPORATION
+$2.6M
18,819
+212%
建仓
VBK
VANGUARD INDEX FDS
+$2.3M
7,817
建仓
VSS
VANGUARD INTL EQUITY INDEX F
+$2.3M
15,999
建仓
VTEI
VANGUARD MUN BD FDS
+$1.9M
19,244
增持
VTI
VANGUARD INDEX FDS
+$1.9M
7,490
+322%
增持
SPYM
SPDR SERIES TRUST
+$1.9M
30,427
+332%
建仓
VTEB
VANGUARD MUN BD FDS
+$1.8M
36,059
建仓
TMB
THORNBURG ETF TR
+$1.7M
67,748
建仓
PYLD
PIMCO ETF TR
+$1.6M
60,812
建仓
BSVO
EA SERIES TRUST
+$1.6M
70,824
建仓
QQQ
INVESCO QQQ TR
+$1.5M
2,547
建仓
SPYV
SPDR SERIES TRUST
+$1.5M
27,357
建仓
AVDE
AMERICAN CENTY ETF TR
+$1.5M
19,001
建仓
MINO
PIMCO ETF TR
+$1.5M
32,299
建仓
BND
VANGUARD BD INDEX FDS
+$1.4M
19,223
增持
GOOG
ALPHABET INC
+$1.4M
6,650
+375%
增持
AMZN
AMAZON COM INC
+$1.1M
7,658
+212%
建仓
VNQ
VANGUARD INDEX FDS
+$1.1M
12,203
建仓
DFAT
DIMENSIONAL ETF TRUST
+$1.1M
19,137
建仓
IWF
ISHARES TR
+$1.1M
2,248
建仓
GOOGL
ALPHABET INC
+$1.0M
4,283
建仓
VB
VANGUARD INDEX FDS
+$959.3K
3,773
清仓
—
ISHARES TR
-$906.3K
0
-100%
建仓
SPTI
SPDR SERIES TRUST
+$878.8K
30,407
建仓
DFNM
DIMENSIONAL ETF TRUST
+$864.7K
18,022
建仓
SPSM
SPDR SERIES TRUST
+$862.3K
18,616
建仓
AVGE
AMERICAN CENTY ETF TR
+$827.2K
9,917
建仓
AOR
ISHARES TR
+$808.7K
12,561
清仓
IBDR
ISHARES TR
-$784.3K
0
-100%
减持
NFLX
NETFLIX INC
-$780.6K
238
-70%
建仓
BRK/A
BERKSHIRE HATHAWAY INC DEL
+$754.2K
1
建仓
IDYN
BLACKROCK ETF TRUST
+$734.3K
8,892
增持
SPY
SPDR S&P 500 ETF TR
+$734.3K
2,586
+62%
建仓
IWO
ISHARES TR
+$719.5K
2,248
建仓
IVE
ISHARES TR
+$665.2K
3,221
建仓
VONV
VANGUARD SCOTTSDALE FDS
+$661.8K
7,406
建仓
AOA
ISHARES TR
+$661.6K
7,507
建仓
VTES
VANGUARD WELLINGTON FD
+$655.8K
6,434
建仓
SCZ
ISHARES TR
+$608.1K
7,926
清仓
IBMR
ISHARES TR
-$591.5K
0
-100%
清仓
IBMS
ISHARES TR
-$590.5K
0
-100%
清仓
USMV
ISHARES TR
-$575.9K
0
-100%
清仓
TSM
TAIWAN SEMICONDUCTOR MFG LTD
-$553.3K
0
-100%
建仓
AVMA
AMERICAN CENTY ETF TR
+$530.8K
8,157
建仓
ZDEK
INNOVATOR ETFS TRUST
+$528.9K
20,940
建仓
PLTR
PALANTIR TECHNOLOGIES INC
+$468.6K
2,569
建仓
MTUM
ISHARES TR
+$467.5K
1,823
建仓
SLYV
SPDR SERIES TRUST
+$462.8K
5,220
清仓
ANET
ARISTA NETWORKS INC
-$451.5K
0
-100%
清仓
—
ACCENTURE PLC IRELAND
-$447.4K
0
-100%
清仓
SPAB
SPDR SERIES TRUST
-$432.0K
0
-100%
建仓
MELI
MERCADOLIBRE INC
+$425.3K
182
建仓
JPM
JPMORGAN CHASE & CO.
+$422.7K
1,340
建仓
VV
VANGUARD INDEX FDS
+$420.6K
1,366
清仓
ORCL
ORACLE CORP
-$416.7K
0
-100%
建仓
AVEM
AMERICAN CENTY ETF TR
+$413.5K
5,505
建仓
IVW
ISHARES TR
+$381.7K
3,161
建仓
HD
HOME DEPOT INC
+$372.4K
919
建仓
SDY
SPDR SERIES TRUST
+$364.7K
2,604
建仓
IWS
ISHARES TR
+$359.0K
2,571
清仓
LLY
ELI LILLY & CO
-$356.2K
0
-100%
建仓
UBER
UBER TECHNOLOGIES INC
+$350.9K
3,582
建仓
DFUS
DIMENSIONAL ETF TRUST
+$350.8K
4,843
建仓
MCH
MATTHEWS ASIA FDS
+$346.5K
11,443
清仓
DIVB
ISHARES TR
-$345.7K
0
-100%
建仓
DFUV
DIMENSIONAL ETF TRUST
+$345.3K
7,726
建仓
SPSB
SPDR SERIES TRUST
+$344.4K
11,370
清仓
IBM
INTERNATIONAL BUSINESS MACHS
-$334.6K
0
-100%
建仓
TDG
TRANSDIGM GROUP INC
+$328.2K
249
建仓
UNH
UNITEDHEALTH GROUP INC
+$326.2K
945
清仓
CMG
CHIPOTLE MEXICAN GRILL INC
-$322.6K
0
-100%
清仓
—
TRANE TECHNOLOGIES PLC
-$318.4K
0
-100%
建仓
TPLS
THORNBURG ETF TR
+$307.1K
12,006
清仓
PWR
QUANTA SVCS INC
-$305.5K
0
-100%
建仓
BAC
BANK AMERICA CORP
+$302.3K
5,860
清仓
AMP
AMERIPRISE FINL INC
-$301.6K
0
-100%
建仓
CAT
CATERPILLAR INC
+$296.2K
621
清仓
IBMQ
ISHARES TR
-$296.0K
0
-100%
清仓
IBMP
ISHARES TR
-$295.1K
0
-100%
建仓
AVDS
AMERICAN CENTY ETF TR
+$291.8K
4,320
建仓
AVGO
BROADCOM INC
+$287.0K
870
清仓
AXP
AMERICAN EXPRESS CO
-$282.9K
0
-100%
清仓
XT
ISHARES TR
-$281.2K
0
-100%
建仓
CTAS
CINTAS CORP
+$280.3K
1,365
清仓
TMUS
T-MOBILE US INC
-$269.2K
0
-100%
建仓
VGK
VANGUARD INTL EQUITY INDEX F
+$264.1K
3,309
建仓
VCIT
VANGUARD SCOTTSDALE FDS
+$259.1K
3,081
建仓
IAU
ISHARES GOLD TR
+$255.1K
3,506
建仓
UDR
UDR INC
+$252.1K
6,766
建仓
AOM
ISHARES TR
+$251.0K
5,275
清仓
BX
BLACKSTONE INC
-$249.3K
0
-100%
建仓
DFSU
DIMENSIONAL ETF TRUST
+$246.2K
5,796
建仓
DFSI
DIMENSIONAL ETF TRUST
+$235.6K
5,752
清仓
IJT
ISHARES TR
-$234.9K
0
-100%
建仓
IWM
ISHARES TR
+$230.5K
953
增持
META
META PLATFORMS INC
+$230.2K
954
+50%
建仓
WMT
WALMART INC
+$227.1K
2,204
建仓
HYMB
SPDR SERIES TRUST
+$224.8K
9,017
建仓
DIA
SPDR DOW JONES INDL AVERAGE
+$221.3K
477
清仓
DKS
DICKS SPORTING GOODS INC
-$220.6K
0
-100%
清仓
KR
KROGER CO
-$210.5K
0
-100%
清仓
GEHC
GE HEALTHCARE TECHNOLOGIES I
-$205.2K
0
-100%
建仓
SLV
ISHARES SILVER TR
+$204.1K
4,817
建仓
MYCM
SSGA ACTIVE TR
+$203.5K
8,123
建仓
MYCL
SSGA ACTIVE TR
+$203.4K
8,106
建仓
MYCK
SSGA ACTIVE TR
+$202.7K
8,055
建仓
MYCJ
SSGA ACTIVE TR
+$202.2K
8,069
建仓
MYCI
SSGA ACTIVE TR
+$202.1K
8,056
建仓
TRX
TRX GOLD CORPORATION
+$181.6K
291,000
